WD5ATRAVEL PLUS LEISURE CO
CUSIP 894164102 · Yahoo Finance ↗ · Google Finance ↗
Travel Plus Leisure Co (WD5A) has 474 institutional holders in Filings Flow’s 13F database, together reporting 59.44M shares worth $3.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
474
Q1 2026
Reported Value
$3.8B
Ticker
WD5A
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Solel Partners LP$468M AUM | 8.18% | $38M | 552.6K | Q1 2026OLDER |
| IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM | 5.52% | $14M | 197.0K | Q1 2026OLDER |
| Ranmore Fund Management Ltd$757M AUM | 5.40% | $41M | 590.8K | Q1 2026OLDER |
| Factorial Partners, LLC$138M AUM | 4.37% | $6M | 87.0K | Q1 2026OLDER |
| GMT CAPITAL CORP$2.2B AUM | 3.87% | $85M | 1.22M | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 1.82% | $4M | 58.6K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 1.68% | $7M | 87.3K | Q2 2026 |
| Sidoxia Capital Management, LLC$116M AUM | 1.60% | $2M | 26.7K | Q1 2026OLDER |
| Copeland Capital Management, LLC$4.5B AUM | 1.56% | $70M | 1.02M | Q1 2026OLDER |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM | 1.32% | $2M | 32.6K | Q1 2026OLDER |
| ROBOTTI ROBERT$641M AUM | 1.31% | $8M | 121.7K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 1.19% | $7M | 105.5K | Q1 2026OLDER |
| Taylor Securities Services, Inc.$214M AUM | 1.17% | $3M | 36.3K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 1.03% | $4M | 56.6K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 0.81% | $1M | 17.8K | Q1 2026OLDER |
| HOURGLASS CAPITAL, LLC$480M AUM | 0.60% | $3M | 39.4K | Q4 2025OLDER |
| Kendall Capital Management$488M AUM | 0.59% | $3M | 41.4K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.58% | $1M | 15.9K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.54% | $1M | 15.7K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.54% | $10M | 140.1K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.46% | $530,661 | 7.7K | Q1 2026OLDER |
| Savoir Faire Capital Management, L.P.$166M AUM | 0.45% | $744,969 | 10.8K | Q1 2026OLDER |
| Informed Momentum Co LLC$866M AUM | 0.45% | $4M | 56.0K | Q1 2026OLDER |
| Keeler Thomas Management LLC$236M AUM | 0.44% | $1M | 15.1K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.38% | $2M | 32.4K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.36% | $528,819 | 7.6K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.36% | $3M | 54.8K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.33% | $28M | 404.3K | Q1 2026OLDER |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.32% | $44M | 639.0K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.31% | $9M | 135.1K | Q1 2026OLDER |
| Paloma Partners Management Co$510M AUM | 0.30% | $2M | 22.0K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.27% | $4M | 55.4K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 0.27% | $2M | 23.8K | Q2 2026 |
| Ionic Capital Management LLC$1.4B AUM | 0.26% | $4M | 51.6K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.23% | $7M | 95.7K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.21% | $811,095 | 11.5K | Q4 2025OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.21% | $14M | 205.8K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.21% | $2M | 30.7K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.19% | $8M | 122.8K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.19% | $3M | 40.2K | Q4 2025OLDER |
| Dorsey Wright & Associates$807M AUM | 0.18% | $1M | 21.1K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.18% | $624,071 | 8.8K | Q4 2025OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.17% | $33M | 473.3K | Q1 2026OLDER |
| CFC Planning Co LLC$140M AUM | 0.17% | $208,393 | 3.5K | Q3 2025OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.17% | $243,219 | 3.5K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.16% | $209,326 | 3.0K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.16% | $669,413 | 9.7K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.16% | $1M | 16.4K | Q1 2026OLDER |
| Taproot Management LP$530M AUM | 0.15% | $801,774 | 11.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.15% | $90M | 1.31M | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.15% | $436,451 | 6.3K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.15% | $382,065 | 5.4K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.14% | $47M | 682.9K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.14% | $1M | 19.2K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.14% | $454,509 | 6.6K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.13% | $11M | 155.2K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.13% | $567,496 | 8.2K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.13% | $1M | 14.7K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.13% | $773,129 | 11.2K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.13% | $19M | 265.7K | Q4 2025OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 0.12% | $316,406 | 4.6K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.11% | $897,211 | 13.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.11% | $453,748 | 6.6K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.11% | $745,500 | 16.1K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.11% | $351,624 | 5.1K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.10% | $308,106 | 6.7K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.10% | $385,180 | 5.6K | Q1 2026OLDER |
| WRIGHT INVESTORS SERVICE INC$318M AUM | 0.10% | $316,959 | 4.6K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.10% | $221,892 | 3.2K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.09% | $603,960 | 8.7K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.09% | $489,441 | 7.1K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.09% | $5M | 73.7K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.08% | $314,219 | 4.1K | Q2 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.08% | $2M | 31.6K | Q4 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.08% | $213,283 | 3.0K | Q4 2025OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.08% | $84,412 | 1.2K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.08% | $285,755 | 4.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.07% | $55M | 801.7K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.07% | $4M | 58.6K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.07% | $4M | 61.1K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.07% | $1M | 17.1K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.07% | $478,172 | 6.9K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.07% | $17M | 240.4K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.06% | $350,111 | 5.0K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.06% | $3M | 43.0K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.06% | $3M | 39.5K | Q4 2025OLDER |
| Optas, LLC$661M AUM | 0.06% | $406,074 | 5.9K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.06% | $149,463 | 2.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.06% | $127M | 1.85M | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.06% | $1M | 16.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.06% | $495,538 | 7.2K | Q1 2026OLDER |
| Swedbank AB$95.1B AUM | 0.06% | $54M | 774.5K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.06% | $1M | 18.9K | Q4 2025OLDER |
| TCW GROUP INC$13.3B AUM | 0.06% | $7M | 105.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.06% | $8M | 110.6K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.05% | $1M | 16.6K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.05% | $2M | 24.4K | Q2 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.05% | $373,403 | 5.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.05% | $4M | 52.7K | Q1 2026OLDER |
| Cynosure Group, LLC$800M AUM | 0.05% | $394,175 | 5.7K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.05% | $353,488 | 5.0K | Q4 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.05% | $455,270 | 6.6K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.05% | $304,232 | 5.1K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.05% | $535,545 | 7.0K | Q2 2026 |
| Retirement Systems of Alabama$30.0B AUM | 0.05% | $14M | 202.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.05% | $27M | 385.2K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.04% | $13M | 187.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.04% | $2M | 34.0K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.04% | $428,978 | 6.2K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $1M | 20.2K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.04% | $2M | 29.5K | Q3 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.04% | $116,065 | 2.0K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $536,776 | 7.8K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.04% | $13M | 190.8K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.04% | $339,723 | 4.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.04% | $8M | 117.0K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.04% | $600,493 | 8.7K | Q1 2026OLDER |
| Aristides Capital LLC$462M AUM | 0.04% | $267,943 | 4.5K | Q3 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.04% | $846,360 | 12.0K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $214,021 | 3.2K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.04% | $8M | 121.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 28.8K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $641,369 | 9.3K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.03% | $201,433 | 3.4K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 30.6K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.03% | $3M | 46.4K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $686,780 | 9.9K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $26M | 431.3K | Q3 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.03% | $293,573 | 4.2K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.03% | $105,930 | 1.5K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $6M | 88.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.03% | $24M | 352.3K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $17M | 245.3K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $570,126 | 8.2K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $229,781 | 3.3K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.03% | $10M | 167.7K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $815,681 | 11.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.02% | $163M | 2.36M | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.02% | $1M | 19.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $27M | 389.5K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.02% | $91M | 1.32M | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $656,267 | 9.5K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.02% | $3M | 47.9K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.02% | $26,015 | 376 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $44M | 633.5K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 20.8K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.02% | $2M | 21.7K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $240,574 | 3.5K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 18.7K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $244,527 | 3.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.02% | $416M | 6.01M | Q1 2026OLDER |
| Ruffer LLP$2.4B AUM | 0.02% | $520,143 | 7.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $952,342 | 14.5K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $12M | 177.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $9M | 130.2K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.02% | $4M | 63.0K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $616,677 | 8.1K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.02% | $118,984 | 1.7K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $15M | 222.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $27M | 395.5K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.02% | $2M | 24.7K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $309,833 | 4.5K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $217,049 | 3.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $660,705 | 9.5K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $89M | 1.28M | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.02% | $285,639 | 3.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $18M | 264.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $388,087 | 5.6K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.02% | $479,668 | 8.1K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $505,157 | 7.3K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.02% | $504,603 | 7.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.02% | $2M | 26.3K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $1M | 19.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.02% | $997,028 | 14.4K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.02% | $6M | 90.4K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $24,866 | 418 | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $14M | 196.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $53M | 761.5K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $1M | 17.6K | Q1 2026OLDER |
| Mubadala Investment Co PJSC$20.5B AUM | 0.01% | $3M | 41.4K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $208,539 | 3.0K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.01% | $32,796 | 474 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $13M | 184.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $10M | 138.5K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $75,555 | 1.1K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $3M | 48.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $996,336 | 14.4K | Q1 2026OLDER |
| Tredje AP-fonden$18.3B AUM | 0.01% | $2M | 27.6K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 46.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $80M | 1.15M | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $2M | 26.4K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.01% | $2M | 22.4K | Q1 2026OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.01% | $322,564 | 4.7K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $587,770 | 8.5K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.01% | $1M | 15.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $915,245 | 13.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $15M | 223.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $13M | 194.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 32.5K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $479,002 | 6.9K | Q1 2026OLDER |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.01% | $498,168 | 7.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $368,091 | 5.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $409,409 | 5.9K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $6M | 107.7K | Q3 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $35,311 | 462 | Q2 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $601,193 | 8.7K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $13M | 186.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $562,572 | 8.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 18.7K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.01% | $5M | 75.4K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $2M | 35.1K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $671M | 9.52M | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $53M | 762.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $336,817 | 4.9K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $288,868 | 4.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $256,041 | 3.4K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $592,163 | 10.0K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $57M | 823.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $495M | 7.15M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 62.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $869,303 | 12.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $64M | 922.2K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 29.8K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $355,498 | 5.1K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $176,298 | 2.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 42.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $2M | 31.2K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $232,560 | 3.3K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $301,341 | 5.1K | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.01% | $101,411 | 1.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 17.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 21.2K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 27.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $28M | 399.3K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $113M | 1.64M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $17M | 242.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $673,359 | 9.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $30M | 430.9K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $316,257 | 4.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $222,482 | 3.2K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $18,474 | 267 | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.01% | $406,906 | 5.9K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $11M | 156.6K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $5M | 77.5K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.01% | $449,735 | 6.5K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $11,491 | 150 | Q2 2026 |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $290,252 | 4.2K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $277,446 | 4.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $453,263 | 6.6K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 14.9K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $50,994 | 737 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 61.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 71.5K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $315,052 | 4.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 20.4K | Q4 2025OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 16.1K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $1M | 15.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $457,761 | 6.6K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 75.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $3M | 36.5K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $764,687 | 11.1K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $10M | 144.0K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $206,878 | 3.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $839,919 | 12.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $21M | 303.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $149M | 2.15M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $9M | 127.5K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $21,822 | 286 | Q2 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $689,686 | 10.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $235,869 | 3.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 14.9K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $13,450 | 226 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $3M | 40.4K | Q4 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $705,738 | 10.2K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 16.5K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $9,239 | 131 | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $187M | 2.70M | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $627,638 | 9.1K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $357,297 | 5.2K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $82,337 | 1.2K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $39,623 | 572.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $39M | 562.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $470,144 | 6.6K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $439,549 | 6.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $169,861 | 2.5K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $11,159 | 146 | Q2 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 19.6K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 57.3K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $2M | 22.8K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $212,482 | 3.1K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.00% | $203,972 | 2.9K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 37.5K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $10,171 | 147 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 40.3K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $5,466 | 79 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 14.7K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $235,869 | 3.4K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $920,227 | 13.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $64M | 906.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $3M | 40.8K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $6M | 90.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $958,205 | 16.1K | Q3 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 59.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $45,736 | 661 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $196,500 | 2.8K | Q4 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $206,463 | 3.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $434,809 | 6.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 35.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $616,785 | 8.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $106,899 | 1.5K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 16.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 45.0K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $12,593 | 182 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $267,104 | 3.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $6,119 | 88 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $15,931 | 223 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $18,085 | 304 | Q3 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $11,762 | 170 | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $26,096 | 370 | Q4 2025OLDER |
| Midway Capital Research & Management$106M AUM | 0.00% | $3,390 | 49 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $160,522 | 2.3K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $41,768 | 604 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $9M | 134.9K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $5,466 | 79 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $4,280 | 56 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $14M | 208.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $16M | 229.1K | Q2 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $466,202 | 6.7K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $205,909 | 3.0K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $336,062 | 4.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $44M | 660.7K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $289,283 | 4.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $3M | 45.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $661,819 | 9.6K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $19,644 | 312 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 20.4K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $2M | 27.5K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $28,555 | 480 | Q3 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $4M | 52.5K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $215,469 | 3.1K | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $3,712 | 54 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $23,386 | 338 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $859,629 | 12.4K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $229,780 | 3.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $31,073 | 449 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $592,623 | 10.0K | Q3 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $4,428 | 64 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 218.0K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $6,919 | 100 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $7M | 96.7K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $4,014 | 58 | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $316,406 | 4.6K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $20,757 | 300 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $10,932 | 158 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $4M | 54.7K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $38,215 | 500 | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $8M | 121.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 24.0K | Q4 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $227,082 | 3.3K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $3,390 | 49 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $362,153 | 5.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $145,821 | 2.1K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $7,611 | 110 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 15.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 26.0K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $2,906 | 42 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $382,828 | 5.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $17,633 | 250 | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $7,196 | 104 | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $1M | 20.5K | Q3 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $3M | 39.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $33,903 | 490 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $46,140 | 686 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $91,311 | 1.3K | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $318,395 | 4.6K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $682,053 | 11.5K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 166.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 49.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $13M | 189.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $92,299 | 1.3K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $12,930 | 200 | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $211,865 | 3.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $6M | 84.7K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $275,930 | 4.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 52.0K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $6,642 | 96 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $665,885 | 9.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $344,327 | 4.9K | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $57,359 | 829 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $1,315 | 19 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 25.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 32.1K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $6,919 | 100 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $67,717 | 1.1K | Q3 2025OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $288,246 | 4.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $21,241 | 307 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $26,154 | 378 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,774 | 69 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $6,191 | 81 | Q2 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $294,334 | 4.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $20M | 285.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 204.5K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $489,381 | 7.1K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 29.7K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $69,882 | 1.0K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $20,895 | 302 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $11,111 | 160 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $640,024 | 9.3K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $4,014 | 58 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $556,080 | 8.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $258,149 | 3.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $124,680 | 1.8K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $4,912 | 71 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $4,865 | 69 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 45.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $9,504 | 137 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,523 | 22 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 39.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $23,218 | 329 | Q4 2025OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $207,916 | 3.0K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $728,847 | 10.5K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $833 | 14 | Q3 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $2,750 | 39 | Q4 2025OLDER |
| S&T BANK/PA$268M AUM | 0.00% | $2,677 | 45 | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,837 | 41 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $10,779 | 151 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $122,467 | 1.8K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $373,833 | 5.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $160,576 | 2.3K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $2,076 | 30 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $469,870 | 6.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $536,500 | 7.8K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 18.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $152,772 | 2.2K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $5,812 | 84 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 50.4K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $22,141 | 320 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $2,751 | 39 | Q2 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $552,136 | 8.0K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.00% | $729 | 12 | Q3 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,145 | 31 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $4,641 | 78 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $44,074 | 637 | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.00% | $830 | 12 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $4,586 | 60 | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $11,970 | 173 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $2M | 22.2K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $101,640 | 1.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,668 | 24 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,283 | 33 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $13,987 | 183 | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,144 | 100 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $1,523 | 22 | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $278,075 | 4.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $7,053 | 100 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $5,013 | 84 | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $4,982 | 72 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $2,145 | 31 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,390 | 49 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $13,838 | 200 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $10,448 | 151 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $3,670 | 53 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $19,705 | 317 | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $6,781 | 98 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $402,616 | 5.8K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,453 | 21 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $303,050 | 5.0K | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,384 | 20 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $5,252 | 76 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $691 | 10 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $333,537 | 4.7K | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $30,582 | 442 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $3,668 | 52 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $29,630 | 428 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,214 | 32 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $13,838 | 200 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $218,750 | 3.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $51,893 | 750 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $277 | 4 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $2,007 | 29 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $225 | 3 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $69,597 | 1.0K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $484 | 7 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $20,481 | 296 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $277 | 4 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $277 | 4 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $1,245 | 18 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $1,384 | 20 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $1,591 | 23 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $3,944 | 57 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $4,290 | 62 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $43,382 | 627 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,904 | 38 | Q2 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $35,265 | 500 | Q4 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $692 | 10 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $830 | 12 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $11,839 | 199 | Q3 2025OLDER |
| Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM | 0.00% | $1,383 | 20 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $353 | 5 | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $282 | 4 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.