WENWENDYS CO
CUSIP 95058W100 · Yahoo Finance ↗ · Google Finance ↗
Wendys Co (WEN) has 408 institutional holders in Filings Flow’s 13F database, together reporting 190.89M shares worth $1.3B as of Q1 2026. The largest reported holders are Trian Fund Management, L.P., Blackrock, Inc., and Vanguard Group Inc.
Institutional Holders
408
Q1 2026
Reported Value
$1.3B
Ticker
WEN
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P.$3.9B AUM | 5.48% | $212M | 30.45M | Q1 2026OLDER |
| Soviero Asset Management, LP$200M AUM | 2.67% | $5M | 770.0K | Q1 2026OLDER |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.9B AUM | 1.17% | $23M | 3.27M | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.91% | $1M | 655.2K | Q1 2026OLDER |
| Oasis Management Co Ltd.$1.7B AUM | 0.61% | $11M | 1.51M | Q1 2026OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.57% | $11M | 1.59M | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.39% | $902,634 | 108.9K | Q2 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.38% | $2M | 220.9K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.33% | $829,663 | 72.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.26% | $5M | 771.4K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.23% | $606,631 | 87.3K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.20% | $3M | 456.9K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.20% | $1M | 150.0K | Q1 2026OLDER |
| Sheets Smith Investment Management$154M AUM | 0.20% | $308,921 | 33.7K | Q3 2025OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.20% | $343,596 | 41.4K | Q2 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.16% | $428,718 | 61.7K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.16% | $1M | 140.1K | Q4 2025OLDER |
| Ruffer LLP$2.4B AUM | 0.15% | $3M | 382.9K | Q4 2025OLDER |
| Kaufman Rossin Wealth, LLC$174M AUM | 0.12% | $235,881 | 28.3K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.12% | $20M | 2.90M | Q1 2026OLDER |
| BOYAR ASSET MANAGEMENT INC.$176M AUM | 0.10% | $178,910 | 25.7K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.10% | $6M | 872.2K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.10% | $1M | 193.3K | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.10% | $215,804 | 31.1K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.09% | $240,729 | 28.9K | Q4 2025OLDER |
| Barnett & Company, Inc.$129M AUM | 0.09% | $115,370 | 16.6K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.09% | $249,097 | 27.2K | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.08% | $293,916 | 35.3K | Q4 2025OLDER |
| NCM Capital Management, LLC$279M AUM | 0.08% | $219,161 | 31.5K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.08% | $290,150 | 35.0K | Q2 2026 |
| LECAP ASSET MANAGEMENT LTD$266M AUM | 0.08% | $206,394 | 29.7K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.08% | $452,042 | 65.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.08% | $594,962 | 85.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.07% | $2M | 331.1K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.07% | $207,210 | 24.9K | Q1 2026OLDER |
| TOWERVIEW LLC$155M AUM | 0.07% | $100,775 | 14.5K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.06% | $176,669 | 25.4K | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 0.06% | $149,940 | 18.0K | Q4 2025OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 0.05% | $41M | 5.93M | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.05% | $605,484 | 87.1K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.05% | $205,921 | 29.6K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.05% | $1M | 200.5K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.05% | $599,597 | 41.0K | Q3 2025OLDER |
| waypoint wealth counsel$193M AUM | 0.05% | $132,722 | 15.9K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.05% | $87,709 | 12.6K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 196.0K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.05% | $145,525 | 9.9K | Q1 2026OLDER |
| Probity Advisors, Inc.$631M AUM | 0.05% | $298,899 | 43.0K | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.05% | $271,026 | 29.6K | Q3 2025OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.04% | $172,366 | 20.8K | Q2 2026 |
| Centiva Capital, LP$13.6B AUM | 0.04% | $6M | 844.6K | Q1 2026OLDER |
| Shay Capital LLC$1.2B AUM | 0.04% | $416,500 | 50.0K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $274,948 | 5.6K | Q4 2025OLDER |
| Diligent Investors, LLC$404M AUM | 0.04% | $167,606 | 18.3K | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.04% | $26M | 3.75M | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.04% | $84,658 | 12.2K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $179,561 | 21.6K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.04% | $233,226 | 33.5K | Q1 2026OLDER |
| Sagewood Asset Management LP$319M AUM | 0.04% | $100,501 | 12.1K | Q4 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.04% | $12M | 1.66M | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.03% | $2M | 190.5K | Q3 2025OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.03% | $1M | 116.6K | Q3 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.03% | $995,633 | 143.3K | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.03% | $184,794 | 20.2K | Q3 2025OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.03% | $83,302 | 10.0K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $431,976 | 47.2K | Q3 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.03% | $14M | 2.02M | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $266,248 | 38.3K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.03% | $2M | 347.7K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.03% | $147,541 | 17.7K | Q4 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 0.03% | $71,849 | 10.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $4M | 605.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $423,833 | 61.4K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.03% | $349,968 | 50.4K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.03% | $163,325 | 23.5K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.03% | $173,401 | 18.9K | Q3 2025OLDER |
| PCM Encore, LLC$486M AUM | 0.03% | $129,353 | 18.6K | Q1 2026OLDER |
| Cherokee Insurance Co$263M AUM | 0.03% | $69,500 | 10.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $639,365 | 92.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $16M | 2.34M | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.03% | $183,200 | 20.0K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.02% | $105,474 | 12.7K | Q4 2025OLDER |
| Murchinson Ltd.$791M AUM | 0.02% | $149,940 | 18.0K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $6M | 675.2K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.02% | $153,787 | 16.8K | Q3 2025OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $251,840 | 36.2K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.02% | $5M | 538.3K | Q3 2025OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 0.02% | $106,057 | 12.8K | Q2 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $473,844 | 56.9K | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $412,951 | 59.3K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $39,527 | 5.7K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.02% | $93,013 | 11.2K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $27M | 3.88M | Q1 2026OLDER |
| Petrus Trust Company, LTA$915M AUM | 0.02% | $196,885 | 21.5K | Q3 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.02% | $2M | 200.0K | Q4 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $356,663 | 38.9K | Q3 2025OLDER |
| KG Capital Management$139M AUM | 0.02% | $83,469 | 10.0K | Q4 2025OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.02% | $2M | 269.2K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.02% | $74,970 | 10.8K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.02% | $103,319 | 14.9K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $6M | 915.6K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 315.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $1M | 119.8K | Q3 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.02% | $4M | 572.1K | Q1 2026OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.02% | $455,047 | 63.7K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $96,740 | 11.6K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $733,934 | 105.6K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $26,515 | 2.9K | Q3 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 160.7K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.02% | $117,339 | 16.9K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.02% | $28M | 4.04M | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.02% | $229,162 | 33.0K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.01% | $127,004 | 13.9K | Q3 2025OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.01% | $183,200 | 20.0K | Q3 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.01% | $115,606 | 16.6K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 148.0K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $3M | 481.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 304.0K | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.01% | $90,350 | 13.0K | Q1 2026OLDER |
| VIKING FUND MANAGEMENT LLC$976M AUM | 0.01% | $109,920 | 12.0K | Q3 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $3M | 319.0K | Q3 2025OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.01% | $125,345 | 13.7K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $276,114 | 33.1K | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $40,067 | 5.8K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 0.01% | $206,881 | 29.8K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.01% | $4M | 565.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $4M | 470.5K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $206,874 | 29.8K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.01% | $87,448 | 10.5K | Q4 2025OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.01% | $92,350 | 11.9K | Q4 2025OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.01% | $173,698 | 21.0K | Q2 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $452,303 | 49.4K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 198.8K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $92,635 | 10.1K | Q3 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $100,277 | 12.0K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 324.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $24M | 3.40M | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $21M | 3.11M | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $6M | 701.9K | Q3 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $106,783 | 12.8K | Q4 2025OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.01% | $72,485 | 10.4K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $51,597 | 7.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $9M | 1.34M | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $120,360 | 14.4K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $427,926 | 61.6K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $752,582 | 90.3K | Q4 2025OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.01% | $190,913 | 20.8K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $48M | 6.91M | Q2 2026 |
| Pflug Koory, LLC$218M AUM | 0.01% | $19,495 | 2.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 766.4K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$1.8B AUM | 0.01% | $131,672 | 15.8K | Q4 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $173,444 | 25.0K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $487,195 | 70.1K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $257,030 | 28.1K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $685,340 | 82.3K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.01% | $53,445 | 6.4K | Q4 2025OLDER |
| Garner Asset Management Corp$255M AUM | 0.01% | $21,658 | 2.6K | Q4 2025OLDER |
| Security National Bank$687M AUM | 0.01% | $56,205 | 8.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $7M | 1.05M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $255,921 | 36.8K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $10,959 | 1.3K | Q2 2026 |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $606,228 | 87.2K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 157.9K | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $10,932 | 1.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $45M | 6.50M | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $2M | 250.0K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $337,298 | 40.5K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $3M | 500.1K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $94,509 | 13.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $179,885 | 22.3K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $300,407 | 36.1K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $3M | 361.6K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $152,080 | 21.9K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $90,119 | 13.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $52,848 | 7.6K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $113,309 | 12.4K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $119,123 | 17.1K | Q1 2026OLDER |
| ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM | 0.01% | $8,330 | 1.0K | Q4 2025OLDER |
| 71 West Capital Partners$2.3B AUM | 0.01% | $116,489 | 16.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $24M | 3.48M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $189,333 | 22.7K | Q4 2025OLDER |
| FIL Ltd$128.7B AUM | 0.00% | $6M | 684.3K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $366,758 | 52.8K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $2M | 261.8K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $632,364 | 75.9K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.00% | $168,412 | 24.2K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.00% | $89,690 | 12.9K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $225,938 | 32.5K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $205,992 | 29.6K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $14,873 | 1.8K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $179,822 | 21.4K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.00% | $79,334 | 11.4K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.00% | $94,546 | 11.3K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 384.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.00% | $117,157 | 12.8K | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.00% | $135,462 | 16.3K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $475,262 | 68.4K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $20,850 | 3.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $152,309 | 13.3K | Q3 2025OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $583,800 | 84.0K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $31,984 | 4.6K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $279,014 | 40.1K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.00% | $134,240 | 16.2K | Q2 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $474,657 | 68.3K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 285.9K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $184,711 | 22.2K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $64M | 9.26M | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $533,691 | 76.8K | Q2 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $225,685 | 27.1K | Q4 2025OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.00% | $250,895 | 36.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $55M | 6.55M | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 545.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 685.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $11,447 | 1.6K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $5,748 | 827 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $6M | 927.5K | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.00% | $10,425 | 1.5K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $3,628 | 522 | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.00% | $5,213 | 750 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $18M | 2.62M | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $763,861 | 109.9K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 252.0K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $40,693 | 5.9K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $733,920 | 105.6K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $418,251 | 60.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $5M | 766.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $75,822 | 10.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $19M | 2.68M | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 229.4K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $394,385 | 56.7K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $8,569 | 1.2K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $34,750 | 5.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $15M | 2.16M | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $73,690 | 8.9K | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $104,869 | 15.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $93,846 | 13.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $202,994 | 22.2K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $151M | 21.74M | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 278.7K | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $631,741 | 90.9K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $108,990 | 15.7K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 196.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $19M | 2.77M | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.00% | $101,394 | 14.6K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $195,383 | 28.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $153,590 | 22.1K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $6,901 | 753 | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $122,886 | 17.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $439,122 | 63.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $102,462 | 14.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $88,626 | 12.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $308,511 | 44.4K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.00% | $8,317 | 908 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $21M | 2.98M | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $1M | 165.0K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $31M | 4.49M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $97,995 | 14.1K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $190,743 | 27.4K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $945,603 | 136.1K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $69,403 | 10.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $143M | 17.13M | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $83,625 | 10.0K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $103,909 | 15.0K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $133,086 | 19.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $187,984 | 27.0K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.00% | $69,500 | 10.0K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $5,560 | 800 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $20,310 | 3.0K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $831,574 | 119.7K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $308,851 | 44.4K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $521,007 | 75.0K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $281,892 | 40.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $7M | 997.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $77,014 | 11.1K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 348.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $11M | 1.63M | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 210.4K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $374,946 | 53.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 1.87M | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 163.5K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $108,871 | 13.1K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 235.2K | Q3 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $110,488 | 12.1K | Q3 2025OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.00% | $118,150 | 17.0K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $125,691 | 18.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 145.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $357,650 | 51.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 218.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $90,513 | 13.0K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $271,606 | 39.1K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 183.0K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $88,973 | 12.8K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $38M | 5.47M | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $164,377 | 23.7K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $202,482 | 29.1K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.00% | $1,942 | 212 | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $87,545 | 12.6K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $21M | 2.96M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 319.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $482,820 | 69.5K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 145.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $610,725 | 88.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $978,250 | 117.4K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $165,140 | 23.8K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $94,698 | 11.4K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $372,478 | 53.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $47M | 6.82M | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $3,760 | 541 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $93,408 | 13.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $179,485 | 25.8K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 263.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $20,774 | 3.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 303.4K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $780,813 | 93.7K | Q4 2025OLDER |
| Magnolia Wealth Management, LLC$172M AUM | 0.00% | $1,807 | 260 | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $11,113 | 1.6K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $1,390 | 200 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,957 | 235 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $135,280 | 16.2K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $543,477 | 78.2K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $102,450 | 12.3K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 1.17M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $312,616 | 45.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $122,334 | 17.6K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $127,546 | 18.4K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $101,676 | 11.1K | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $2,487 | 300 | Q2 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $34,926 | 4.2K | Q2 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $70,056 | 10.1K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $2,107 | 253 | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $87,869 | 12.6K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $2,724 | 327 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $626,825 | 90.2K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $71,453 | 10.3K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $614,595 | 88.4K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $249,325 | 35.9K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $480,515 | 52.5K | Q3 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $965,028 | 138.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $14,920 | 1.8K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $16M | 2.24M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $548,016 | 78.9K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $275,060 | 39.6K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $38,901 | 4.7K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 424.4K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $196,427 | 21.4K | Q3 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $325,886 | 46.9K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $28,377 | 4.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 533.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $136,153 | 19.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $152,247 | 21.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 462.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $185,217 | 22.2K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $147,843 | 21.2K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $342,614 | 49.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $23,548 | 3.4K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $3,343 | 365 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 209.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $135,412 | 16.3K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $481,236 | 69.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 232.1K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $2,954 | 425 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $83,914 | 12.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $123,384 | 17.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 413.6K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 256.3K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $950,294 | 136.7K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $29,538 | 4.3K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $3,510 | 505 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $164,430 | 23.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $153,952 | 16.8K | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $1,314 | 189 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $416,010 | 59.9K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $3,800 | 425 | Q2 2026 |
| Crews Bank & Trust$690M AUM | 0.00% | $3,690 | 531 | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $216,874 | 31.2K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,988 | 286 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $482,859 | 69.5K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $746,764 | 107.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $50,310 | 7.3K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $24,561 | 3.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,259 | 325 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 169.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 207.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 239.0K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $1,549 | 186 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $22,992 | 5.2K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 156.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 239.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $104,616 | 15.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $12,379 | 1.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $213,650 | 30.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $126,082 | 18.1K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $4,031 | 440 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $350,877 | 50.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $250,402 | 36.0K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $195,921 | 28.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,844 | 1.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $392,425 | 56.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $73,531 | 10.6K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $1,569 | 226 | Q1 2026OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $133,225 | 19.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 199.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $82,884 | 11.9K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $3,523 | 425 | Q2 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $2,016 | 290 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $1,981 | 285 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $3,664 | 400 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $289,908 | 41.7K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $458 | 50 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $5,094 | 733 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $6,679 | 961 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 251.8K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $660 | 72 | Q3 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $10,076 | 1.1K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $14,644 | 2.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $8,897 | 1.1K | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $452 | 65 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $166,418 | 23.9K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,723 | 188 | Q3 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $114,494 | 16.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $70,689 | 10.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $49,435 | 7.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $1,548 | 186 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $7,979 | 1.1K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $355,138 | 51.1K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $674 | 97 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $20,320 | 3.1K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $3,949 | 568 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $768,670 | 110.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $194,169 | 27.9K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,308 | 476 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $8,290 | 1.0K | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $446,565 | 64.3K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $3,739 | 538 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,411 | 2.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $65,825 | 9.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $134,971 | 16.2K | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $102,777 | 14.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $262,557 | 37.8K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $3,002 | 432 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $7,902 | 1.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $3,109 | 375 | Q2 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $183,606 | 26.4K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $158,166 | 17.3K | Q3 2025OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $5,213 | 750 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $666 | 80 | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $14,671 | 2.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $40,122 | 5.8K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $188,192 | 27.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $2,141 | 308 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $15,728 | 2.3K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $598 | 86 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,292 | 185.8K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $86,243 | 12.6K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $106,912 | 15.4K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,377 | 198 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $771 | 93 | Q2 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $514 | 74 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $24,096 | 3.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 278.9K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.00% | $202 | 22 | Q3 2025OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $884 | 134 | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $11,754 | 1.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $501 | 72 | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $2,252 | 324 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $26,605 | 3.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $86,034 | 12.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $6,192 | 676 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $208,455 | 30.7K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $125 | 15 | Q4 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $93,443 | 13.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $18,471 | 2.0K | Q3 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $36,835 | 5.3K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $989 | 108 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $648 | 93 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $403 | 58 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $27,267 | 4.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $316,380 | 45.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $4,170 | 600 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $44,800 | 6.4K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $924 | 133 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $1,981 | 285 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $5,963 | 858 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $375 | 54 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $190,806 | 27.5K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $348 | 50 | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.00% | $67 | 8 | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $109 | 12 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,389 | 200 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $86,584 | 12.5K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $169,253 | 24.4K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $76,760 | 11.0K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $2,273 | 327 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $459 | 66 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $348 | 50 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $244 | 35 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $10,829 | 1.3K | Q4 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $55 | 6 | Q3 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $188 | 27 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $215 | 31 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.