WKWORKIVA INC
CUSIP 98139A105 · Yahoo Finance ↗ · Google Finance ↗
Workiva Inc (WK) has 312 institutional holders in Filings Flow’s 13F database, together reporting 49.69M shares worth $2.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
312
Q1 2026
Reported Value
$2.9B
Ticker
WK
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Topline Capital Management, LLC$605M AUM | 10.35% | $63M | 1.05M | Q1 2026OLDER |
| Tetragon Partners GP Ltd$515M AUM | 2.89% | $15M | 250.0K | Q1 2026OLDER |
| HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM | 2.37% | $65M | 1.09M | Q1 2026OLDER |
| Jericho Capital Asset Management L.P.$6.8B AUM | 2.17% | $147M | 2.47M | Q1 2026OLDER |
| Irenic Capital Management LP$1.5B AUM | 2.14% | $33M | 552.0K | Q1 2026OLDER |
| Praesidium Investment Management Company, LLC$419M AUM | 2.14% | $9M | 150.4K | Q1 2026OLDER |
| Pembroke Management, LTD$691M AUM | 1.94% | $13M | 224.9K | Q1 2026OLDER |
| Alamar Capital Management, LLC$181M AUM | 1.77% | $3M | 37.2K | Q1 2026OLDER |
| Kopp Family Office, LLC$163M AUM | 1.66% | $3M | 55.8K | Q2 2026 |
| Ranger Investment Management, L.P.$1.4B AUM | 1.48% | $20M | 342.2K | Q1 2026OLDER |
| CYPRESS POINT INVESTMENT MANAGEMENT LP$424M AUM | 1.44% | $6M | 102.7K | Q1 2026OLDER |
| GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM | 1.26% | $21M | 358.2K | Q1 2026OLDER |
| BROWN CAPITAL MANAGEMENT LLC$704M AUM | 1.26% | $9M | 149.0K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 1.05% | $73M | 1.22M | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 1.01% | $9M | 158.0K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.95% | $39M | 651.2K | Q1 2026OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.90% | $45M | 754.6K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 0.81% | $1M | 14.8K | Q1 2026OLDER |
| Tejara Capital Ltd$303M AUM | 0.73% | $2M | 37.3K | Q1 2026OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.58% | $4M | 52.1K | Q3 2025OLDER |
| HERALD INVESTMENT MANAGEMENT Ltd$718M AUM | 0.56% | $4M | 50.0K | Q4 2025OLDER |
| TimesSquare Capital Management, LLC$5.9B AUM | 0.45% | $27M | 446.4K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.44% | $43M | 715.6K | Q1 2026OLDER |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM | 0.43% | $2M | 27.3K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.43% | $3M | 53.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.41% | $2M | 27.9K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 0.41% | $1M | 15.3K | Q3 2025OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.40% | $11M | 127.5K | Q4 2025OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.34% | $2M | 36.3K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.31% | $100M | 1.68M | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.28% | $2M | 20.3K | Q4 2025OLDER |
| Madison Avenue Partners, LP$2.3B AUM | 0.22% | $5M | 59.9K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.22% | $1M | 21.2K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.19% | $1M | 20.1K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.19% | $55M | 922.2K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.17% | $26M | 298.1K | Q3 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.17% | $3M | 57.3K | Q1 2026OLDER |
| DC Investments Management, LLC$261M AUM | 0.16% | $383,572 | 4.5K | Q3 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.16% | $133M | 1.74M | Q3 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.16% | $558,986 | 6.5K | Q4 2025OLDER |
| ORSER CAPITAL MANAGEMENT, LLC$202M AUM | 0.15% | $236,850 | 4.0K | Q1 2026OLDER |
| Siren, L.L.C.$3.6B AUM | 0.15% | $6M | 92.5K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.15% | $397,375 | 6.7K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.13% | $2M | 25.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.13% | $2M | 38.2K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.12% | $2M | 35.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.10% | $7M | 81.4K | Q4 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.10% | $111M | 1.29M | Q4 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.09% | $6M | 71.1K | Q4 2025OLDER |
| NICHOLAS COMPANY, INC.$5.1B AUM | 0.09% | $5M | 80.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.09% | $19M | 221.8K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.09% | $2M | 27.5K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.08% | $215,085 | 3.6K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.08% | $4M | 62.1K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.08% | $333,701 | 3.9K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.07% | $10M | 169.6K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.07% | $93,619 | 1.6K | Q1 2026OLDER |
| Impax Asset Management Group plc$14.3B AUM | 0.07% | $10M | 162.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.07% | $39M | 656.6K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.07% | $6M | 95.9K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.06% | $100,225 | 1.16M | Q4 2025OLDER |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 0.06% | $913,532 | 15.3K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.06% | $200,595 | 3.4K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.06% | $473,939 | 7.9K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.05% | $2M | 21.5K | Q3 2025OLDER |
| GEORGE KAISER FAMILY FOUNDATION$883M AUM | 0.05% | $474,416 | 8.0K | Q1 2026OLDER |
| Talbot Financial, LLC$1.2B AUM | 0.05% | $626,115 | 10.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.05% | $13M | 151.3K | Q4 2025OLDER |
| Aequim Alternative Investments LP$5.2B AUM | 0.05% | $3M | 44.8K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.05% | $270,124 | 4.5K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.05% | $1M | 12.0K | Q4 2025OLDER |
| RIA Advisory Group LLC$421M AUM | 0.05% | $205,127 | 3.4K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.05% | $509,956 | 8.6K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.05% | $4M | 61.8K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.04% | $4M | 59.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.04% | $35M | 592.0K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.04% | $31M | 514.9K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.04% | $249,373 | 4.2K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.04% | $441,802 | 7.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $51M | 862.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $267,116 | 3.1K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.04% | $66M | 1.11M | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.04% | $13M | 153.1K | Q3 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.04% | $5M | 86.5K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.03% | $862,500 | 10.0K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $3M | 43.4K | Q1 2026OLDER |
| UNITED BANK$781M AUM | 0.03% | $227,615 | 2.6K | Q4 2025OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.03% | $310,213 | 3.6K | Q4 2025OLDER |
| Aberdeen Group plc$61.9B AUM | 0.03% | $19M | 218.4K | Q4 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $680,676 | 11.4K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.03% | $992,243 | 16.6K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.03% | $7M | 85.7K | Q4 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.03% | $244,483 | 4.1K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $1M | 16.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $22M | 363.3K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.02% | $292,843 | 4.9K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.02% | $311,524 | 3.6K | Q3 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.02% | $5M | 83.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 36.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $19M | 216.3K | Q4 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.02% | $210,852 | 3.5K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $11M | 179.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $276,206 | 4.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $12M | 209.1K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.02% | $8M | 135.8K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.02% | $3M | 52.7K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.02% | $1M | 23.5K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 26.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $942,273 | 15.8K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $565,233 | 9.5K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $1M | 15.5K | Q3 2025OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.02% | $172,160 | 2.0K | Q3 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.02% | $4M | 50.3K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $2M | 37.5K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.02% | $219,334 | 2.5K | Q4 2025OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.02% | $4M | 41.2K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.01% | $8M | 135.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $16,388 | 190 | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.01% | $3M | 36.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $7M | 117.3K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $236M | 3.96M | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $161,122 | 2.7K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $7M | 120.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $14M | 238.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.01% | $7M | 78.4K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $8M | 138.5K | Q1 2026OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $262,789 | 4.4K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $5M | 79.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $914,068 | 15.3K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $41,920 | 703 | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 19.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $67M | 1.13M | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $302,651 | 3.5K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $5M | 90.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $20M | 336.3K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $47,704 | 800 | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 38.0K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 28.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 25.1K | Q4 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $460,920 | 5.3K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.01% | $38,857 | 801 | Q2 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $5M | 85.8K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $264,701 | 3.1K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 28.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $29M | 487.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $540M | 6.26M | Q4 2025OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.01% | $159,662 | 1.9K | Q3 2025OLDER |
| Essential Partners LLC$250M AUM | 0.01% | $19,371 | 283 | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $757,718 | 12.7K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $243,410 | 4.1K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.01% | $36,792 | 617 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 114.8K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.01% | $176,894 | 2.1K | Q3 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.01% | $7,073 | 82 | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $817,825 | 13.7K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $204,585 | 2.4K | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 0.01% | $29,815 | 500 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $42M | 702.3K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $672,328 | 11.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $109M | 1.27M | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $5M | 80.7K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $796,657 | 13.4K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $38,342 | 643 | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $13,800 | 160 | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $5M | 80.8K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $5M | 96.1K | Q2 2026 |
| FMR LLC$1.90T AUM | 0.01% | $106M | 1.79M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $48M | 811.5K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $35,104 | 407 | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $21M | 360.5K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $8M | 133.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $461,211 | 5.3K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $362,848 | 6.1K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $221,645 | 3.7K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $190,458 | 3.2K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $10M | 173.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $277M | 4.64M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $299,105 | 5.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $816,871 | 13.7K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $204,769 | 3.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $73M | 1.23M | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $339,308 | 3.9K | Q4 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $7M | 83.8K | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $138,044 | 2.3K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $2M | 20.5K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $25M | 427.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $4M | 61.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $29M | 482.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $16M | 273.7K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $903,336 | 15.1K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $32,144 | 539.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 36.9K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $10,071 | 117 | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $542,633 | 9.1K | Q2 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 66.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $6M | 98.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $135M | 2.26M | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $543,375 | 6.3K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $325,699 | 5.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $11,509 | 193 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $8M | 127.4K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $746,746 | 12.5K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $3,637 | 61 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 23.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 52.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $40,118 | 827 | Q2 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 27.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $323,314 | 5.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $73,541 | 1.5K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $244,483 | 4.1K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $362,655 | 4.2K | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $76M | 1.28M | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $655,930 | 11.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $70,499 | 1.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $14M | 227.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $19M | 319.5K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.00% | $639,412 | 10.7K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $6,091 | 107 | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $3M | 32.2K | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 46.4K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $98,867 | 1.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $13M | 223.3K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $25,807 | 532 | Q2 2026 |
| BAYBAN$115M AUM | 0.00% | $2,624 | 44 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $271,774 | 3.2K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $547,761 | 9.2K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $727,605 | 12.2K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $284,614 | 4.8K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 29.0K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $53,846 | 903 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $14,581 | 169 | Q4 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $385,380 | 4.5K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 29.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 49.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 18.8K | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $328,740 | 3.8K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $24M | 394.9K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $5M | 59.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 20.9K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.00% | $413,296 | 6.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $610,790 | 10.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 127.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 21.8K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $807,390 | 13.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 16.8K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $286,954 | 3.3K | Q4 2025OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $508,107 | 8.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 32.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $320,048 | 5.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 50.1K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 24.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 59.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $209,760 | 2.4K | Q4 2025OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $1,312 | 22 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $5,261 | 61 | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $202,980 | 3.4K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $1 | 10 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $910,580 | 15.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $631,839 | 10.6K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $523,797 | 6.1K | Q3 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $251,160 | 2.9K | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $5,760 | 96 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 53.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $50,030 | 839 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $335,426 | 3.9K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $451,340 | 7.6K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $203,665 | 2.4K | Q3 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $930,120 | 10.8K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $490,656 | 5.7K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 191.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $347,820 | 5.8K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,501 | 29 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $13,297 | 223 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 47.9K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $457,541 | 7.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 21.0K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.00% | $282,210 | 3.3K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $381,184 | 6.4K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 22.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $6,142 | 103 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,996 | 67 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 93.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 32.2K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $381,765 | 4.4K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $2M | 41.6K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $526,414 | 8.8K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $604 | 7 | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $1,253 | 21 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,414 | 42 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $370,480 | 6.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $979,325 | 16.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 45.5K | Q2 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $168,294 | 2.8K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $446,867 | 7.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $30,352 | 509 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $326,590 | 5.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 48.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $330,942 | 3.8K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $118,305 | 2.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $13,119 | 220 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $211,658 | 2.5K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $370,958 | 6.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $3,795 | 44 | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $236,571 | 4.0K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $776 | 9 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $394,631 | 6.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $92,978 | 1.1K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $5,493 | 92 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $19,618 | 329 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $402,859 | 6.8K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $1,294 | 15 | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $271,333 | 3.2K | Q4 2025OLDER |
| OP Asset Management Ltd$8.4B AUM | 0.00% | $26,824 | 311 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $33,676 | 564 | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $7,935 | 92 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $229,099 | 3.8K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $383,445 | 4.5K | Q3 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $189,981 | 3.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $17,770 | 298 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $829,781 | 13.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $343,827 | 5.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $1M | 17.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $852,410 | 14.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9,779 | 164 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,908 | 32 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $693,139 | 11.6K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $113,953 | 1.9K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $48,539 | 814 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $9,839 | 165 | Q2 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $10,137 | 170 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $12,701 | 213 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $29,160 | 489 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $39,058 | 655 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $597 | 10 | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $1,165 | 24 | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,242 | 26 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,129 | 86 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $3,339 | 56 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,175 | 70 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $537 | 9 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,564 | 43 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $218,902 | 3.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $201,966 | 3.4K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $1,252 | 21 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $3,960 | 46 | Q3 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $43,112 | 723 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $23,852 | 400 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $273,463 | 4.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $537 | 9 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $128,145 | 2.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $227,489 | 3.8K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $358 | 6 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $537 | 9 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,140 | 48 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $597 | 10 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $173 | 2 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,812 | 21 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $5,379 | 90 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $96,541 | 1.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $1,550 | 26 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,185 | 37 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,849 | 31 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1,208 | 14 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,649 | 34 | Q2 2026 |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $17,250 | 200 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $656 | 11 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $1,193 | 20 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $22,419 | 376 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $5,779 | 67 | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,743 | 46 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,639 | 19 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $38,688 | 669 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $59 | 1 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $62 | 1 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $120 | 2 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $604 | 7 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $37,030 | 621 | Q2 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $120 | 2 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $5,940 | 69 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,610 | 27 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $86 | 1 | Q3 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $60 | 1 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $86 | 1 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,862 | 48 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $603 | 7 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2,242 | 26 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.