UVSPUNIVEST FINANCIAL CORPORATIO
CUSIP 915271100 · Yahoo Finance ↗ · Google Finance ↗
Univest Financial Corporatio (UVSP) has 207 institutional holders in Filings Flow’s 13F database, together reporting 22.38M shares worth $758M as of Q1 2026. The largest reported holders are Blackrock, Inc., FMR LLC, and Dimensional Fund Advisors LP.
Institutional Holders
207
Q1 2026
Reported Value
$758M
Ticker
UVSP
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC$441M AUM | 1.08% | $5M | 138.6K | Q1 2026OLDER |
| UNIVEST FINANCIAL Corp$1.8B AUM | 0.97% | $17M | 501.8K | Q1 2026OLDER |
| Leeward Investments, LLC - MA$2.0B AUM | 0.56% | $11M | 328.5K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.40% | $2M | 64.6K | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.33% | $751,562 | 21.9K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.21% | $235,811 | 6.9K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.17% | $687,540 | 21.0K | Q4 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.16% | $8M | 230.9K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.16% | $807,196 | 23.6K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.13% | $2M | 47.9K | Q2 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.12% | $1M | 37.3K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.10% | $1M | 24.4K | Q2 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.09% | $2M | 48.1K | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 0.09% | $29M | 842.4K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.09% | $350,377 | 10.2K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.08% | $3M | 93.0K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.08% | $825,180 | 18.7K | Q2 2026 |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.07% | $2M | 48.6K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.07% | $368,295 | 10.8K | Q1 2026OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.07% | $732,787 | 21.4K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $222,724 | 6.5K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 0.05% | $89,864 | 2.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 38.0K | Q1 2026OLDER |
| Stanley-Laman Group, Ltd.$814M AUM | 0.04% | $338,626 | 9.9K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.04% | $401,664 | 11.7K | Q1 2026OLDER |
| Hendershot Investments Inc.$744M AUM | 0.04% | $263,083 | 7.7K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.03% | $819,401 | 23.9K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.03% | $38M | 1.10M | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.03% | $10M | 300.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $20M | 583.7K | Q1 2026OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $301,043 | 8.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $203,235 | 6.8K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $4M | 130.8K | Q2 2026 |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.03% | $274,628 | 8.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $1M | 42.1K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 95.3K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.02% | $449,489 | 15.0K | Q3 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.02% | $16M | 358.2K | Q2 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.02% | $2M | 54.0K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.02% | $913,783 | 26.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $65M | 1.89M | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $26M | 758.0K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.01% | $243,440 | 6.4K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $288,778 | 8.4K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $15,999 | 467 | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 88.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $630,638 | 19.3K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $268,222 | 7.8K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $410,709 | 12.0K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $468,849 | 13.7K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.01% | $229,311 | 7.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $11M | 319.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $9M | 271.8K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $283,605 | 8.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $7M | 205.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 116.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $374,839 | 10.9K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.01% | $44,001 | 1.5K | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $4M | 108.7K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $834,642 | 24.4K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $12M | 346.9K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 43.4K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $349,144 | 10.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $462,903 | 13.5K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $269,558 | 7.9K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $213,988 | 6.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $12M | 350.9K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $454,293 | 15.1K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $7M | 198.6K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $671,393 | 19.6K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $861,159 | 25.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $923,614 | 27.0K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.00% | $555,139 | 17.0K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $9,102 | 303 | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 43.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $65M | 1.90M | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $348,424 | 10.2K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $18,988 | 434 | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $650,615 | 19.0K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 73.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 65.8K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $705,756 | 20.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $538,053 | 15.7K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $18,843 | 550 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 186.7K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $82,498 | 2.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $405,844 | 11.8K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $588,278 | 17.2K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $274,834 | 8.0K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $294,127 | 9.8K | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $592,698 | 17.3K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $95,997 | 2.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $580,087 | 17.7K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $78,079 | 2.3K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $567,792 | 16.6K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.00% | $5,687 | 166 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $21,175 | 484 | Q2 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $419,499 | 14.0K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $107M | 3.11M | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 76.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 31.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $16,616 | 485 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $27M | 790.9K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $25,249 | 841 | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $6M | 182.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $267,982 | 7.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $98,189 | 2.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 358.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $5M | 151.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $77,530 | 2.3K | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $516,812 | 15.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 296.8K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $765,128 | 22.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $50,431 | 1.5K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,455 | 75 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $8M | 233.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $32,113 | 734 | Q2 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $425,989 | 12.4K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 56.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $32M | 933.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $541,045 | 15.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $268,861 | 8.2K | Q4 2025OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.00% | $2,612 | 87 | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 35.7K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $42M | 1.22M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 93.3K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $912,344 | 26.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 56.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $858,992 | 25.1K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $1,713 | 50 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 135.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $54M | 1.66M | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $726,757 | 21.2K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.00% | $2,946 | 86 | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $281,514 | 8.2K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $319,988 | 9.3K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,281 | 76 | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $1M | 36.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $23,160 | 676 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $21,447 | 626 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $213,954 | 6.2K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $451,136 | 13.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $560,050 | 17.1K | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $4,248 | 124 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $15,074 | 440 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $486,234 | 14.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 225.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $633,502 | 18.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $367,713 | 10.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,953 | 57 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 274.9K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $283,604 | 8.3K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 61.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $365,560 | 10.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $10M | 278.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $355,035 | 10.4K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $146,858 | 4.9K | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 68.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $260,445 | 7.6K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $319,098 | 9.3K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $671,496 | 19.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $799,190 | 23.3K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $630,384 | 18.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 47.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $642,478 | 18.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 67.9K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 35.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 46.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,741 | 50 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,064 | 177 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $1,932 | 59 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 57.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $546,344 | 15.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $687,804 | 20.1K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $6,921 | 202 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $808,022 | 23.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $241,519 | 7.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $348,656 | 10.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $921,800 | 26.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $8,444 | 193 | Q2 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $451,644 | 13.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 94.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,682 | 49.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 36.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $394,966 | 11.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $2,124 | 62 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,291 | 242 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $17,967 | 516 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 34.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $11,203 | 327 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $632,577 | 18.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $241,157 | 7.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $1,444 | 33 | Q2 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $34,294 | 1.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,811 | 52 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $440,138 | 12.8K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $1,866 | 57 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $422,546 | 12.3K | Q2 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $651 | 19 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $593,349 | 17.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $15,657 | 457 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,842 | 113 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,542 | 45 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $274 | 8 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,028 | 30 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $21,618 | 631 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $4,249 | 124 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $11,991 | 350 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $14,012 | 409 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $9,284 | 271 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $3,392 | 99 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $3,339 | 102 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $57,000 | 1.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $34 | 1 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $35 | 1 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $420 | 14 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $171 | 5 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $33 | 1 | Q4 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $35 | 1 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $60 | 2 | Q3 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $69 | 2 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1,131 | 33 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,180 | 122 | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $66 | 2 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.