SEC 13F Intelligence

WDFCWD 40 CO

CUSIP 929236107 · Yahoo Finance ↗ · Google Finance ↗

Wd 40 Co (WDFC) has 379 institutional holders in Filings Flow’s 13F database, together reporting 11.82M shares worth $2.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
379
Q1 2026
Reported Value
$2.3B
Ticker
WDFC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 270Q4 ’18Q1 ’19: 260Q2 ’19: 247Q2 ’19Q3 ’19: 250Q2 ’21: 292Q2 ’21Q4 ’21: 284Q4 ’22: 250Q4 ’22Q4 ’25: 378Q1 ’26: 379Q1 ’26Q2 ’26: 23filingsflow.com
Total reported value
Q4 ’18: $3.0BQ4 ’18Q1 ’19: $3.1BQ2 ’19: $2.8BQ2 ’19Q3 ’19: $3.9BQ2 ’21: $6.9BQ2 ’21Q4 ’21: $7.5BQ4 ’22: $807MQ4 ’22Q4 ’25: $2.2BQ1 ’26: $2.3BQ1 ’26Q2 ’26: $19Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DRH Investments, Inc.$123M AUM6.13%$8M37.0KQ1 2026OLDER
Ophir Asset Management Pty Ltd$859M AUM2.51%$22M105.8KQ1 2026OLDER
Westhampton Capital, LLC$214M AUM1.54%$3M16.2KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM1.22%$58M282.4KQ1 2026OLDER
GCQ FUNDS MANAGEMENT PTY Ltd$753M AUM0.86%$6M31.6KQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM0.77%$39M190.2KQ1 2026OLDER
REIK & CO., LLC$363M AUM0.61%$2M10.8KQ1 2026OLDER
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM0.54%$818,2074.0KQ1 2026OLDER
Palatine Hill Wealth Management, LLC$115M AUM0.50%$571,0322.8KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM0.48%$3M13.9KQ3 2025OLDER
Bridge City Capital, LLC$361M AUM0.45%$2M7.9KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.38%$129M634.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.36%$37M180.8KQ1 2026OLDER
Andina Capital Management, LLC$113M AUM0.34%$381,9801.9KQ1 2026OLDER
Pavion Blue Capital, LLC$230M AUM0.31%$713,7903.5KQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM0.27%$1M5.7KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.25%$684,4233.4KQ1 2026OLDER
R Squared Ltd$182M AUM0.21%$383,2031.9KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.20%$2M7.9KQ1 2026OLDER
Corient IA LLC$106M AUM0.17%$181,507890Q1 2026OLDER
BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM0.16%$435,6992.1KQ1 2026OLDER
Scientech Research LLC$120M AUM0.16%$454,4802.3KQ3 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.15%$332,6261.6KQ1 2026OLDER
GUIDANCE CAPITAL, INC$446M AUM0.14%$634,6823.0KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM0.13%$669,1813.3KQ1 2026OLDER
Allred Capital Management, LLC$275M AUM0.13%$357,5201.8KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.13%$307,9491.5KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.11%$774,9723.8KQ1 2026OLDER
Odyssean, LLC$274M AUM0.11%$290,0031.4KQ1 2026OLDER
HOWARD WEALTH MANAGEMENT, LLC$238M AUM0.10%$234,5311.1KQ1 2026OLDER
Curbstone Financial Management Corp$523M AUM0.10%$500,8772.5KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.09%$3M16.0KQ3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.09%$2M9.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$2M9.4KQ4 2025OLDER
CARDEROCK CAPITAL MANAGEMENT INC$456M AUM0.08%$365,4601.5KQ2 2026
Perbak Capital Partners LLP$406M AUM0.08%$313,4561.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$438,5112.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.08%$3M13.3KQ3 2025OLDER
Vest Financial, LLC$8.3B AUM0.08%$6M31.2KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$550,9262.8KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.08%$257,3721.3KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.08%$8M37.5KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.07%$4M21.4KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.07%$83,425424Q4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.07%$434,3922.1KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.07%$2M11.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.06%$41M203.5KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.06%$238,6101.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.06%$261,2271.3KQ3 2025OLDER
SWEENEY & MICHEL, LLC$340M AUM0.06%$212,2161.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$272,5101.4KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.06%$84M411.3KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.06%$2M7.7KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.06%$14M67.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.05%$711,3603.6KQ3 2025OLDER
TD Capital Management LLC$1.1B AUM0.05%$570,0982.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M14.2KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.05%$725,9823.7KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$10M50.6KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.04%$394,0121.9KQ1 2026OLDER
Numerai GP LLC$997M AUM0.04%$443,9772.2KQ1 2026OLDER
OARSMAN CAPITAL, INC.$806M AUM0.04%$356,2831.7KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$514,9492.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$29M148.8KQ4 2025OLDER
Advisors Preferred, LLC$679M AUM0.04%$248,1961.3KQ3 2025OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.04%$300,2961.2KQ2 2026
WFA of San Diego, LLC$125M AUM0.03%$40,788200Q1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM0.03%$285,5161.4KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$10M48.2KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.03%$265,1221.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.03%$92M469.5KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M36.6KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.03%$41,419170Q2 2026
Morningstar Investment Management LLC$1.6B AUM0.03%$479,0552.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M34.1KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$491,2912.4KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.03%$41,564204Q1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$316,7321.3KQ2 2026
Laurion Capital Management LP$2.3B AUM0.03%$703,3273.6KQ4 2025OLDER
Avior Wealth Management, LLC$3.8B AUM0.03%$917,3224.5KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.03%$9M55.1KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$1M7.0KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M8.3KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.02%$1M6.8KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.02%$35,675181Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$24M118.4KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.02%$601,6233.0KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.02%$257,7801.3KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.02%$61,039310Q4 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.02%$981,1564.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$6M28.9KQ4 2025OLDER
Stokes Family Office, LLC$969M AUM0.02%$218,6151.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M6.0KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$210,8891.0KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$377,2981.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$25M121.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$532,1102.2KQ2 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M9.8KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.02%$21M100.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$4M20.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M13.7KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$294,4891.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M7.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$97,687479Q1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.02%$61,182300Q1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.02%$132,908675Q4 2025OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.02%$223,3141.1KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.02%$226,4501.1KQ3 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.02%$1M7.2KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.02%$100,339492Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M7.0KQ4 2025OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.02%$305,9101.5KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.02%$75,254369Q1 2026OLDER
State of Wyoming$844M AUM0.01%$124,607611Q1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$328,4271.3KQ2 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M9.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$717,4613.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$7M36.5KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M9.5KQ1 2026OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.01%$234,5311.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$427,0512.1KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.01%$638,5373.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$60M294.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$300,6081.5KQ1 2026OLDER
NWAM LLC$1.7B AUM0.01%$204,3481.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$50M245.8KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$322,2251.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$212M1.04MQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$21,511105Q1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$164,148831Q3 2025OLDER
Horizon Investments, LLC$8.9B AUM0.01%$931,8094.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$6M28.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$115,485474Q2 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$409,3082.0KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.01%$288,3021.4KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.01%$91,824450Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$888,4134.5KQ4 2025OLDER
DAVENPORT & Co LLC$20.4B AUM0.01%$2M7.7KQ2 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$238,8141.2KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$209,8541.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$735,4083.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$7M35.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.01%$6M28.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$633,4383.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$5M22.3KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$362,8091.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M75.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$399,5182.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$976,0574.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$13M63.6KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.01%$20,394100Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M7.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M5.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M9.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M41.5KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$302,4381.5KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$412M2.02MQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M5.9KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$225,3541.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$14M70.6KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$768,0383.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$658,9303.2KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$648,2183.2KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.01%$2M8.0KQ2 2026
Bridgewater Associates, LP$22.4B AUM0.01%$1M6.9KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$205,1701.0KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$171,618843Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$59,958294Q1 2026OLDER
Bangor Savings Bank$1.4B AUM0.01%$82,350338Q2 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$276,9511.4KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$71,379350Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$14M66.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M5.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$11M57.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M6.5KQ1 2026OLDER
PineStone Asset Management Inc.$16.2B AUM0.01%$837,8783.4KQ2 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$83M407.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$192,111942Q1 2026OLDER
Boreal Capital Management LLC$123M AUM0.00%$6,11830Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$19M93.8KQ1 2026OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.00%$201,9471.0KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$20M98.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$18M86.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$31M152.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$306,1141.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$325M1.65MQ4 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.00%$218,3481.1KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$4M18.0KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$3M15.7KQ3 2025OLDER
NBT BANK N A /NY$1.5B AUM0.00%$71,379350Q1 2026OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.00%$241,0581.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$15M72.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$24M118.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$755,3943.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M5.9KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$40,788200Q1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.00%$296,7331.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$286,1271.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M11.6KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$30M146.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$315,0401.6KQ4 2025OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$5,50727Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M27.8KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$334,9471.6KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$286,9081.5KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$107M526.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M16.3KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M11.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$22,637111Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M16.8KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$314,6791.5KQ1 2026OLDER
Graney & King, LLC$186M AUM0.00%$6,01131Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M13.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$680,1403.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$728,6783.6KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$48,728200Q2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$2M11.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$578,1722.8KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$285,2821.4KQ1 2026OLDER
Trust Co$1.1B AUM0.00%$34,262168Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M16.9KQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$116,246570Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M26.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$124M605.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$19M91.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$605,2943.0KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$2M8.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$22M107.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M7.8KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$455,6652.3KQ3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$4M21.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$213,9341.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M7.5KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$90,896460Q3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M5.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M7.6KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$217,4481.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$611,8203.0KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$9,38146Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$9M42.8KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$3M13.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M12.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$38M192.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11M56.3KQ2 2026
Larson Financial Group LLC$3.1B AUM0.00%$67,181329Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$633,2343.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$561,8552.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M8.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$13M64.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M86.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M7.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$682,1793.3KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$14,27670Q1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.00%$6,93434Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$401,0332.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M18.9KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$934,0944.7KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$305,2981.5KQ2 2026
Vident Advisory, LLC$11.7B AUM0.00%$222,0901.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$262,8791.3KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$21,92890Q2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M6.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$409,1572.1KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M6.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$340,2571.7KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$26,281133Q3 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$224,5381.1KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$19,17593Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$651,5923.2KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$18,97096Q3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$10M48.4KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M37.5KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$327,0281.7KQ3 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$286,7181.5KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$10M50.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$114,206560Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M6.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M31.6KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$296,1201.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M6.8KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$712,3013.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$637,5163.1KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$6,49833Q2 2026
HB Wealth Management, LLC$15.5B AUM0.00%$212,0991.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$44,664219Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,6328Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$208,2231.0KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$286,7631.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$75,610384Q4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$203,9401.0KQ1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.00%$2,54912Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$242,8511.2KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$73,011358Q1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$2,24311Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M5.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$11,01354Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$10,80953Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,28321Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,2246Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$744,7893.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$2M8.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M6.1KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$9,67547Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$284,5441.4KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.00%$215,4091.1KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$552,8812.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$718,6833.5KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$249,2161.2KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$20,323103Q3 2025OLDER
Quarry LP$558M AUM0.00%$6,30132Q4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$287,5571.4KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$2,36312Q4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M7.2KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$261,8901.3KQ2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$637,3423.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$993,1394.9KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,50627Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$2,43610Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M13.0KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,0205Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$236,8711.2KQ4 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$4,28321Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$218,7741.1KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$410,3402.1KQ4 2025OLDER
Key FInancial Inc$562M AUM0.00%$4,48722Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,8359Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$734,2453.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$1,7729Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$40,788200Q2 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$27,775114Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13,66467Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,3837Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$3M12.6KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$389,5251.9KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$14,82075Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M17.9KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$409,9202.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$9M42.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M5.7KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$329,5671.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M6.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$337,7251.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$36,301178Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$6,93534Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$11,42156Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$381,1811.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$479,0552.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$1,3837Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M37.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$899,9874.4KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$3,55917Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M20.2KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$79,945392Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$12,79965Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$241,1581.2KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$20,63398Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$28,960142Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$853,8974.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$14,48071Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$506,1942.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,26916.0KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$3982Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$9124Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$17,94788Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$4082Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$542,1862.7KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$14,68472Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$256,1481.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$269,0441.3KQ1 2026OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$5,50627Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,8369Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,2246Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,2246Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$22,433110Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,04010Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$318,2901.6KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$40,177197Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$16,11179Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$4,52923Q4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$571,8482.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$468,2462.3KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$10,19750Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$5933Q3 2025OLDER
MidFirst Bank$1.2B AUM0.00%$2,16611Q4 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$3942Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$3M15.7KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$8164Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$4082Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$11,64357Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,89245Q3 2025OLDER
Davis Capital Management$169M AUM0.00%$2441Q2 2026
Amundi$367.1B AUM0.00%$522,0862.6KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$367,9081.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$13,98168Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$3,26316Q1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.00%$2041Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$9754Q2 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$2,26211Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4082Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$118,554575Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,69123Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$374,0261.8KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$9855Q4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2041Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$1,96910Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$60,162295Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,2246Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$20,802102Q1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$3,67118Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,0205Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$5913Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$4082Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$4082Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$14,68472Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$5,30226Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$2031Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$29,535150Q4 2025OLDER
Abound Wealth Management$504M AUM0.00%$2441Q2 2026
Rialto Wealth Management, LLC$445M AUM0.00%$2041Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,6328Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$7,70739Q3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$4072Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,2246Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,11830Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$4082Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$9865Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$14,68372Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,67118Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1,7789Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1971Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,0195Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,7729Q4 2025OLDER

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