SEC 13F Intelligence

VYXNCR VOYIX CORPORATION

CUSIP 62886E108 · Yahoo Finance ↗ · Google Finance ↗

Ncr Voyix Corporation (VYX) has 304 institutional holders in Filings Flow’s 13F database, together reporting 156.49M shares worth $991M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Greenhouse Funds Lllp, and Blackrock, Inc..

Institutional Holders
304
Q1 2026
Reported Value
$991M
Ticker
VYX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 302Q4 ’18Q1 ’19: 317Q2 ’19: 311Q2 ’19Q3 ’19: 325Q2 ’21: 360Q2 ’21Q4 ’21: 353Q4 ’22: 331Q4 ’22Q4 ’25: 292Q1 ’26: 304Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $5.1BQ4 ’18Q1 ’19: $6.8BQ2 ’19: $7.6BQ2 ’19Q3 ’19: $8.2BQ2 ’21: $21.2BQ2 ’21Q4 ’21: $15.1BQ4 ’22: $1.5BQ4 ’22Q4 ’25: $1.6BQ1 ’26: $991MQ1 ’26Q2 ’26: $616,123filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ADW Capital Management, LLC$257M AUM16.14%$28M2.25MQ3 2025OLDER
Greenhouse Funds LLLP$2.2B AUM6.36%$142M22.43MQ1 2026OLDER
Kent Lake PR LLC$198M AUM4.75%$9M750.0KQ3 2025OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM4.09%$65M10.33MQ1 2026OLDER
Optimize Financial Inc$203M AUM1.11%$2M357.0KQ1 2026OLDER
Expect Equity LLC$104M AUM1.01%$1M165.5KQ1 2026OLDER
Union Square Park Capital Management, LLC$176M AUM0.89%$3M200.0KQ3 2025OLDER
Clearline Capital LP$1.9B AUM0.79%$15M2.41MQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.74%$2M275.0KQ1 2026OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM0.73%$22M3.50MQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.69%$24M3.79MQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM0.48%$34M5.41MQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.44%$5M727.0KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.28%$670,474105.9KQ1 2026OLDER
GENERAL AMERICAN INVESTORS CO INC$1.5B AUM0.28%$4M669.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.25%$67M10.60MQ1 2026OLDER
Park West Asset Management LLC$1.2B AUM0.22%$3M205.5KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.18%$638,75562.6KQ4 2025OLDER
North Reef Capital Management LP$2.9B AUM0.18%$5M810.7KQ1 2026OLDER
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$357M AUM0.15%$602,40048.0KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.14%$41M6.46MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.12%$6M888.7KQ1 2026OLDER
Jones Kertz & Associates, Inc.$188M AUM0.12%$231,90036.6KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.11%$264,06241.7KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.11%$10M1.55MQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.10%$1M137.1KQ4 2025OLDER
MQS Management LLC$148M AUM0.09%$153,91312.3KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.08%$39M6.22MQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.08%$3M402.8KQ1 2026OLDER
Community Bank of Raymore$149M AUM0.08%$119,85011.8KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$483,53676.4KQ1 2026OLDER
Scientech Research LLC$120M AUM0.08%$93,07014.7KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.08%$28,3152.8KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.07%$2M317.9KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.06%$211,35516.8KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.06%$192,48330.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$1M115.2KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.05%$656,358103.7KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.05%$143,38114.1KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.05%$719,506113.7KQ1 2026OLDER
BlueChip Wealth Advisors LLC$228M AUM0.05%$116,86418.5KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.05%$7M1.10MQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$261,73341.3KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$416,16040.8KQ4 2025OLDER
Alpine Global Management, LLC$668M AUM0.04%$174,17517.1KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M381.3KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.03%$21M3.30MQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.03%$133,69621.1KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.03%$896,56087.9KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.03%$162,39026.0KQ1 2026OLDER
Kendall Capital Management$488M AUM0.03%$132,29720.9KQ1 2026OLDER
Boston Partners$95.5B AUM0.02%$22M3.46MQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.02%$2M250.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.02%$345,30854.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M382.1KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$283,60127.8KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$8M1.25MQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$796,60078.1KQ4 2025OLDER
BFSG, LLC$1.1B AUM0.02%$175,34127.7KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.02%$21M3.33MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$256,45440.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$691,71855.1KQ3 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$10M966.4KQ4 2025OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.01%$136,47521.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$287,05345.3KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$130,01810.4KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.01%$204,23520.0KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$347,42954.9KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M495.5KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$3M256.6KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.01%$20M3.16MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$40M6.27MQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$824,166130.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$103,33116.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$8M1.25MQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$402,32863.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M185.1KQ4 2025OLDER
CastleKnight Management LP$6.0B AUM0.01%$358,93028.6KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$170,32913.6KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M173.4KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$388,66261.4KQ1 2026OLDER
Trajan Wealth LLC$2.5B AUM0.01%$157,12324.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$1M220.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$487,69577.0KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$135,99210.8KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M819.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$314,36749.7KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$5M800.6KQ1 2026OLDER
W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM0.01%$63,30010.0KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$172,90017.0KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M203.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.00%$66,30010.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$11,0571.1KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$514,75681.3KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.00%$284,85045.0KQ1 2026OLDER
Investors Research Corp$523M AUM0.00%$21,5223.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M283.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M572.7KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$38,0436.0KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.00%$4,748750Q1 2026OLDER
Trek Financial, LLC$1.9B AUM0.00%$66,49710.5KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$551,11587.1KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.00%$312,20849.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$362,58257.3KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$143,64714.1KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$233,26736.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$184M18.09MQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$410,38532.7KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$200,52831.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$127,04920.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M311.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$826,913130.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$139M22.01MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M432.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M673.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$444,85370.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$12M1.92MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$73,59311.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$15M2.31MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M210.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$244,37638.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$537,14042.8KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M758.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$191,92630.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$70,80711.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$145,78623.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$47,1575.8KQ2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M237.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$941,563148.7KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$242,96438.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M215.9KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$152,99712.2KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$264,17721.1KQ3 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$160,26925.3KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$2,713266Q4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$208,52920.4KQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$550,71087.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$229,03836.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$21M3.35MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M220.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$11M1.76MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$36M5.75MQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$133,75321.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M1.46MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$20M1.94MQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$147,00011.7KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M174.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$100,33115.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$7M1.17MQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$3,596305Q4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$216,80334.3KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$224,43035.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M279.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$186,16714.8KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M860.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M259.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$739,350116.8KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$215,73517.2KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$3,431542Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$135,00621.3KQ2 2026
Main Street Group, LTD$340M AUM0.00%$2,749219Q3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$81,82812.9KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.00%$5,491646Q2 2026
Hickory Point Bank & Trust$152M AUM0.00%$1,177186Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$5M769.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$177,87328.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M406.1KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.00%$82781Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M442.7KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$925,028146.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$297,73623.7KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$192,56530.4KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$93,58314.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$153,18624.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M176.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$80,34712.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$413,12165.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$254,92840.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$77,04812.2KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,248197Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,767911Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M1.07MQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$79,06212.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M241.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M320.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M337.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$232,46936.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$890,291141.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$255,08640.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$15,6001.2KQ3 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$3,165500Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$51050Q4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$5,146410Q3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$5,507870Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M224.0KQ1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$2,944465Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$357,00656.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M725.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$198,61031.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$181,97514.5KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$836,003132.1KQ1 2026OLDER
BAYBAN$115M AUM0.00%$31750Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$1,928189Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$21,1173.3KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$354,99956.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,950466Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$312,84849.4KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$9,1411.4KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$85,98013.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M292.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$137,03821.6KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$50079Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$409,05764.6KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$111,52917.6KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$39362Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$12,5782.0KQ1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.00%$1,848292Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$167,58026.5KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$950150Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$6,324774Q2 2026
Synergy Investment Management, LLC$306M AUM0.00%$48877Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$321,73550.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$131,81310.5KQ3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$77,43512.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$572,35890.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$132,19620.9KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$26642Q1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.00%$31750Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$10,2001.0KQ4 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$797126Q1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$3,165500Q1 2026OLDER
Quarry LP$558M AUM0.00%$690109Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,052166.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$29,2132.9KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$743,851117.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$70356Q3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$3,137304Q4 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$62098Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$14314Q4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,728273Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$99,77114.2KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$56489Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$34,0175.4KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$14623Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$3,038480Q1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$1,266200Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1,291204Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$69,71011.0KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$1,406222Q1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$89888Q4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$1,321212Q1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.00%$2,165342Q1 2026OLDER
Leo H. Evart, Inc.$117M AUM0.00%$10116Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$18815Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,887283Q4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$65480Q2 2026
Napier Financial, LLC$436M AUM0.00%$35456Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$126,07519.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$416,37065.8KQ2 2026
CWM, LLC$38.1B AUM0.00%$29,0234.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$46,6527.4KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$2,044323Q1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.00%$1,020100Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$44370Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$3,317524Q1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$51050Q4 2025OLDER
Key FInancial Inc$562M AUM0.00%$37359Q1 2026OLDER
Amundi$367.1B AUM0.00%$242,35738.3KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.00%$39262Q1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$728115Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$633100Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$172,18927.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,463547Q2 2026
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$1008Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$3,039480Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$627102Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$106,64216.8KQ1 2026OLDER
True Link Financial Advisors, LLC$1.6B AUM0.00%$899142Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$21,5223.4KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$28,5864.5KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$48176Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$22422Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$12,4582.0KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$12720Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$9515Q1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$24530Q2 2026
Glen Eagle Advisors, LLC$714M AUM0.00%$30124Q3 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$86785Q4 2025OLDER
Front Row Advisors LLC$296M AUM0.00%$12212Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,9261.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$159,92125.3KQ1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$6911Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$753119Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$14314Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$848134Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,070169Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,089172Q1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$15825Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$828Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$50079Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$54,2738.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$7612Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$55154Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$642103Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$579Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$56389Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$848134Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$100,06115.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$4,742749Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$71988Q2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$4,659736Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$96,39715.2KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$919Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$16526Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$16416Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,532242Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$1,222193Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$3,747592Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,214119Q4 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$39362Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$26642Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$9,3501.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$4,051640Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$17614Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$53165Q2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$57090Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$514Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2,962236Q3 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$13313Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$18930Q1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$254Q1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$7612Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$874138Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$8,7801.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,736218Q3 2025OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$262Q3 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$11211Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,221196Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$65,00010.2KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$39963Q1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.00%$386Q1 2026OLDER
Graney & King, LLC$186M AUM0.00%$193Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$12019Q1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$386Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$7913Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$950150Q1 2026OLDER
McMillan Office, Inc.$782M AUM0.00%$447Q1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$27944Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$223Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$785124Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$66,27710.5KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$447Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$13922Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2,291362Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$23838Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$810128Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$16320Q2 2026
Optiver Holding B.V.$289.5B AUM0.00%$5,999478Q3 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$23437Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1,122110Q4 2025OLDER
Cranbrook Wealth Management, LLC$492M AUM0.00%$91Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$282Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$579Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$386Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,746282Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$132Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,025162Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$6310Q1 2026OLDER

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