SEC 13F Intelligence

UWMCUWM HOLDINGS CORPORATION

CUSIP 91823B109 · Yahoo Finance ↗ · Google Finance ↗

Uwm Holdings Corporation (UWMC) has 285 institutional holders in Filings Flow’s 13F database, together reporting 206.52M shares worth $741M as of Q1 2026. The largest reported holders are FMR LLC, Vanguard Group Inc, and Azora Capital LP.

Institutional Holders
285
Q1 2026
Reported Value
$741M
Ticker
UWMC
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 120Q2 ’21Q4 ’21: 138Q4 ’21Q4 ’22: 136Q4 ’22Q4 ’25: 293Q4 ’25Q1 ’26: 285Q1 ’26Q2 ’26: 11Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $956MQ2 ’21Q4 ’21: $646MQ4 ’21Q4 ’22: $40MQ4 ’22Q4 ’25: $916MQ4 ’25Q1 ’26: $741MQ1 ’26Q2 ’26: $24MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM8.61%$28M7.80MQ1 2026OLDER
Karl Kapital LLC$144M AUM5.05%$7M2.01MQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM4.13%$19M5.37MQ2 2026
Azora Capital LP$1.5B AUM3.12%$49M11.30MQ4 2025OLDER
Diameter Capital Partners LP$1.1B AUM1.97%$21M5.80MQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM1.80%$3M925.9KQ1 2026OLDER
Alight Capital Management LP$417M AUM1.67%$7M1.93MQ1 2026OLDER
683 Capital Management, LLC$1.9B AUM1.34%$31M7.05MQ4 2025OLDER
EMG Holdings, L.P.$397M AUM1.29%$3M565.6KQ3 2025OLDER
Mork Capital Management, LLC$141M AUM0.73%$1M173.0KQ3 2025OLDER
JACOBS ASSET MANAGEMENT, LLC$167M AUM0.63%$1M259.0KQ4 2025OLDER
VARCOV Co.$268M AUM0.63%$2M467.8KQ1 2026OLDER
140 Summer Partners LP$1.6B AUM0.57%$9M2.57MQ1 2026OLDER
Governors Lane LP$1.6B AUM0.52%$9M2.00MQ4 2025OLDER
Senator Investment Group LP$2.2B AUM0.49%$13M2.16MQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.47%$10M2.25MQ4 2025OLDER
Slate Path Capital LP$6.7B AUM0.44%$28M4.65MQ3 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.38%$553,58790.9KQ3 2025OLDER
Delta Global Management LP$1.2B AUM0.38%$5M1.18MQ4 2025OLDER
Luxor Capital Group, LP$1.4B AUM0.35%$7M1.23MQ3 2025OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.35%$46M10.47MQ4 2025OLDER
Hunting Hill Global Capital, LLC$129M AUM0.35%$446,303123.3KQ1 2026OLDER
Hidden Lake Asset Management LP$331M AUM0.34%$3M440.8KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.32%$1M303.3KQ1 2026OLDER
Maple Rock Capital Partners Inc.$3.1B AUM0.32%$10M2.20MQ4 2025OLDER
Carrera Capital Advisors$649M AUM0.32%$2M550.7KQ1 2026OLDER
Nishkama Capital, LLC$1.6B AUM0.30%$7M1.70MQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.27%$3M839.1KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.25%$35M9.76MQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.21%$578,476159.8KQ1 2026OLDER
FORMULA GROWTH LTD$222M AUM0.21%$547,500125.0KQ4 2025OLDER
Anson Funds Management LP$2.3B AUM0.21%$2M507.8KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.20%$3M956.2KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.20%$1M219.5KQ3 2025OLDER
Alamea Verwaltungs GmbH$135M AUM0.19%$261,17272.1KQ1 2026OLDER
Clayton Partners LLC$138M AUM0.19%$262,80060.0KQ4 2025OLDER
Oakum Bay Capital LLC$187M AUM0.19%$347,88296.1KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM0.18%$2M432.6KQ4 2025OLDER
nVerses Capital, LLC$110M AUM0.18%$198,02154.7KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.16%$4M1.19MQ1 2026OLDER
Scientech Research LLC$120M AUM0.16%$188,17152.0KQ1 2026OLDER
Pacific Capital Wealth Advisors, Inc.$663M AUM0.15%$984,700430.0KQ2 2026
SALZHAUER MICHAEL$212M AUM0.14%$307,584564.4KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.13%$6M1.30MQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.13%$973,382268.9KQ1 2026OLDER
Lebenthal Global Advisors, LLC$688M AUM0.11%$788,233217.7KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.11%$1M482.5KQ2 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.11%$1M170.5KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.10%$1M331.2KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.09%$1M339.3KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM0.09%$194,38753.7KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.08%$2M659.2KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.08%$2M478.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.08%$2M524.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.08%$9M2.60MQ1 2026OLDER
Taylor & Morgan Wealth Management, LLC$175M AUM0.07%$128,38835.5KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.06%$416,300115.0KQ1 2026OLDER
Trace Wealth Advisors, LLC$133M AUM0.06%$81,45022.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$329,23590.9KQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.06%$148,42041.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.05%$6M1.31MQ4 2025OLDER
North Reef Capital Management LP$2.9B AUM0.04%$1M353.4KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.04%$159,04736.3KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M405.5KQ1 2026OLDER
Spartan Wealth Advisory Services LLC$1.1B AUM0.03%$391,579108.2KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.03%$155,45135.5KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.03%$84,05413.8KQ3 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.03%$10M2.86MQ1 2026OLDER
PACK Private Wealth, LLC$218M AUM0.03%$61,62017.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$2M565.9KQ4 2025OLDER
Limestone Investment Advisors LP$1.2B AUM0.02%$253,288250.0KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$13M3.53MQ1 2026OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.02%$147,69640.8KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$296,83348.7KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$28M7.69MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M392.0KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.02%$245,33167.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M3.54MQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.02%$263,61572.8KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$664,082151.6KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$14M4.00MQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.02%$3M963.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$599,964165.7KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.02%$66,89018.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$984,111271.9KQ1 2026OLDER
DDFG, Inc$464M AUM0.02%$75,51820.9KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.01%$108,69130.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.01%$87,09424.1KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.01%$452,236124.9KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.01%$54,24615.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M495.0KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.01%$45,33712.5KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.01%$208,81457.7KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M609.7KQ4 2025OLDER
VICTORY FINANCIAL GROUP, LLC$814M AUM0.01%$92,14125.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$5M1.28MQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$53,6418.8KQ3 2025OLDER
Moment Partners, LLC$561M AUM0.01%$60,90010.0KQ3 2025OLDER
SkyOak Wealth, LLC$546M AUM0.01%$55,84615.4KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.01%$140,72838.9KQ1 2026OLDER
111 Capital$406M AUM0.01%$40,29411.1KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.01%$359,30399.3KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$78,86521.8KQ1 2026OLDER
Great Hill Capital LLC$1.5B AUM0.01%$87,6002.00MQ4 2025OLDER
Numerai GP LLC$997M AUM0.01%$86,66323.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$730,093166.7KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$13M3.59MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$64,11417.7KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$732,880202.5KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.01%$106,42524.3KQ4 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$254,74770.4KQ1 2026OLDER
LJI Wealth Management, LLC$626M AUM0.01%$41,63011.5KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.01%$52,95410.8KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$387,595107.1KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$3M954.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M2.59MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M333.4KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.01%$208,48847.6KQ4 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$609,0001.0KQ3 2025OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.01%$71,93716.4KQ4 2025OLDER
FMR LLC$1.90T AUM0.01%$96M26.51MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$10M2.88MQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$612,179139.8KQ4 2025OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.00%$54,75012.5KQ4 2025OLDER
Quarry LP$558M AUM0.00%$30,1306.9KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.00%$44,83810.2KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$4M978.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$9M2.57MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$198,14245.2KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$128,74629.4KQ4 2025OLDER
TIG Advisors, LLC$2.2B AUM0.00%$90,50025.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$741,995121.8KQ3 2025OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.00%$450,314124.4KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$268,32174.1KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$117,55051.3KQ2 2026
Verition Fund Management LLC$15.4B AUM0.00%$870,131198.7KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$8M2.26MQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.00%$41,79311.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$25M6.91MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$367,890101.6KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.00%$95,31326.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$20M5.46MQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M324.7KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.00%$54,26015.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$873,730241.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$209,83058.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$350,73896.9KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.00%$47,34310.8KQ4 2025OLDER
Wedmont Private Capital$3.1B AUM0.00%$84,47921.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M634.7KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$958,510218.8KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$637,902176.2KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.00%$47,95413.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$22M6.13MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$23M6.28MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M567.2KQ3 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$126,67828.9KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$13,5783.1KQ4 2025OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$3,6201.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M278.3KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$84,50819.3KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M812.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$412,56967.7KQ3 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$492,215136.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$709,636196.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$65,80618.2KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$1M317.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$25M6.97MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$35M9.60MQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.00%$56,47115.1KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$25,2297.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$56,02015.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$194,90053.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$89,11624.6KQ2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$30,2708.4KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$14,7594.1KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$7,4402.0KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.00%$66,53215.0KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M1.59MQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.00%$67,11015.3KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$192,11753.1KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$4,3801.0KQ4 2025OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$4,1601.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$200,91755.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$44,03312.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$7M2.00MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$9M2.39MQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$556,510127.1KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$683,963188.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$128,69835.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M291.8KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$60,21116.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$83M18.96MQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$67,08815.3KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.00%$84,67019.3KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$198,45654.8KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$49,70713.4KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$93,32921.3KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$7M2.00MQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$84,05519.0KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$39,65410.7KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$162,98937.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$40M11.14MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$211,76134.8KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$13,8833.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$15M4.24MQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$115,98826.5KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$3,1031.4KQ2 2026
Chicago Partners Investment Group LLC$4.5B AUM0.00%$40,99211.1KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$70,34719.4KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$3,139867Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$3,139867Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$843,522233.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M1.55MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$37,93310.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M392.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$439,40072.2KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$46M12.60MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M331.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$235,42765.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$758,954209.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$13M2.88MQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$364,01297.9KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$2,624599Q4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$433,424119.7KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$760174Q4 2025OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.00%$81,30022.5KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.00%$40,49111.7KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$101,60628.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$25,0796.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$109,68630.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$112,77131.2KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$6,5701.5KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$157,09242.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$578,805159.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$796,947220.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$133,31621.9KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$377,310104.2KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$48,00813.3KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$3,0351.3KQ2 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$21,7206.0KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$214,51459.3KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$41,31511.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M341.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$160,35544.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$24,6096.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$13M3.57MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M286.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$55,11315.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$28,6497.9KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$42,95511.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M634.5KQ2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$499,542138.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$122,77628.0KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$503,765139.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$279,22677.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$183,75850.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$263,83772.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$54,72415.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M747.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$89,14914.6KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$501,536138.5KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$92,02825.4KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$3,806625Q3 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$85,53723.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$32,5128.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$22,5536.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M300.1KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$4,5571.3KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$53,94114.9KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,785303Q4 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$70,83811.5KQ3 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$51,77014.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$167,55946.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$457,001128.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$847234Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$40,66611.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$124,99934.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$54,27515.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$387107Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$354,30497.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$908,023250.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,451677Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$96,72626.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$127,78635.3KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$10,7181.8KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$144,22539.8KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$8,2032.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$44,85112.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$45,11412.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$5,5281.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$153,17742.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$580160Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$184,00150.8KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$106,80624.4KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$27,2557.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$36889Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,152263Q4 2025OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$724200Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$297,75481.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$118,07032.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$122,17333.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$555,294153.4KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$3,6201.0KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$28378Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$113,44431.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$3,1851.4KQ2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$531,503146.8KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$471130Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$293,74981.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,490964Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$1,477408Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$350,29196.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$17,3184.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$20,9965.8KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$60,52013.8KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$19,3455.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$316,90787.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$41,34811.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$96,93626.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,016581Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$76,89121.2KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$23966Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$630174Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$18150Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$60,87816.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$12,5342.9KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$55,21812.6KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$419115.7KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,129252Q4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$26360Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$199,00054.9KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$34194Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$18,8853.1KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$87,75024.2KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$138,28038.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$92,86125.7KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$5,481900Q3 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$517118Q4 2025OLDER
Trust Co$1.1B AUM0.00%$24367Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$36,83710.2KQ1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM0.00%$3710Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$399Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$89,57420.1KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$54,06114.9KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$427118Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$27,2698.0KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$10524Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$859196Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$2,183603Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$2298Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$61.5KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$3,237894Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$48179Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$60,48917.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,014280Q2 2026
Dunhill Financial, LLC$424M AUM0.00%$154Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$29868Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$21058Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$144Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$3610Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,559356Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,488568Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$41Q4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$41Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$103Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM$00Q1 2026OLDER
Activest Wealth Management$569M AUM$00Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.