WLDNWILLDAN GROUP INC
CUSIP 96924N100 · Yahoo Finance ↗ · Google Finance ↗
Willdan Group Inc (WLDN) has 248 institutional holders in Filings Flow’s 13F database, together reporting 11.21M shares worth $808M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
248
Q1 2026
Reported Value
$808M
Ticker
WLDN
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Forager Capital Management, LLC$201M AUM | 5.13% | $10M | 168.0K | Q2 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 1.79% | $3M | 33.7K | Q3 2025OLDER |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 1.36% | $17M | 215.7K | Q1 2026 |
| Eddie Patel Inc$130M AUM | 1.12% | $2M | 14.5K | Q4 2025OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.95% | $6M | 78.3K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.69% | $14M | 184.6K | Q1 2026 |
| Militia Capital Partners, LP$263M AUM | 0.67% | $2M | 17.0K | Q4 2025OLDER |
| Parsonex Advisory Services, Inc.$102M AUM | 0.66% | $966,900 | 10.0K | Q4 2025OLDER |
| Valiant Capital Management, L.P.$1.7B AUM | 0.63% | $11M | 143.3K | Q1 2026 |
| G2 Investment Partners Management LLC$406M AUM | 0.58% | $2M | 31.0K | Q1 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.54% | $2M | 16.2K | Q4 2025OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 0.53% | $13M | 165.0K | Q1 2026 |
| David J Yvars Group$212M AUM | 0.46% | $861,991 | 8.9K | Q3 2025OLDER |
| CVFG LLC$804M AUM | 0.42% | $3M | 44.5K | Q1 2026 |
| Teton Advisors, Inc.$164M AUM | 0.42% | $687,610 | 11.0K | Q2 2025OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.38% | $7M | 94.0K | Q1 2026 |
| Ausbil Investment Management Ltd$201M AUM | 0.35% | $706,497 | 8.9K | Q1 2026 |
| Informed Momentum Co LLC$866M AUM | 0.33% | $3M | 28.3K | Q4 2025OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.31% | $2M | 22.4K | Q1 2026 |
| SG Capital Management LLC$1.5B AUM | 0.31% | $3M | 31.2K | Q4 2025OLDER |
| EFG Asset Management (North America) Corp.$773M AUM | 0.31% | $2M | 24.8K | Q3 2025OLDER |
| Kassira Wealth Management LLC$109M AUM | 0.31% | $335,639 | 4.4K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.30% | $1M | 11.4K | Q4 2025OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.30% | $7M | 110.1K | Q2 2025OLDER |
| Ranger Investment Management, L.P.$1.4B AUM | 0.26% | $4M | 46.4K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.24% | $694,234 | 7.2K | Q3 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.23% | $487,202 | 4.7K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.21% | $1M | 13.1K | Q3 2025OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.19% | $29M | 381.6K | Q1 2026 |
| De Lisle Partners LLP$836M AUM | 0.19% | $2M | 21.0K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.18% | $627,247 | 6.1K | Q4 2025OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.18% | $802,885 | 10.5K | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.17% | $913,973 | 11.9K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 0.14% | $211,053 | 2.0K | Q4 2025OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.14% | $900,184 | 9.3K | Q3 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.14% | $6M | 83.6K | Q1 2026 |
| EntryPoint Capital, LLC$341M AUM | 0.13% | $332,541 | 3.2K | Q4 2025OLDER |
| RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM | 0.12% | $2M | 29.2K | Q1 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM | 0.12% | $17M | 219.9K | Q1 2026 |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.11% | $1M | 14.3K | Q1 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.11% | $5M | 69.1K | Q1 2026 |
| Arista Wealth Management, LLC$927M AUM | 0.11% | $927,678 | 12.1K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.11% | $1M | 16.0K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.11% | $568,782 | 5.5K | Q4 2025OLDER |
| WIMMER ASSOCIATES 1, LLC$205M AUM | 0.10% | $214,368 | 2.8K | Q1 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.10% | $5M | 100.0K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.10% | $564,860 | 7.4K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 0.10% | $210,948 | 2.0K | Q4 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.09% | $392,457 | 3.8K | Q4 2025OLDER |
| Elevated Financial Group LLC$308M AUM | 0.09% | $272,630 | 3.6K | Q1 2026 |
| WealthTrust Axiom LLC$406M AUM | 0.09% | $359,449 | 4.7K | Q1 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.08% | $477,668 | 6.3K | Q1 2026 |
| Diametric Capital, LP$385M AUM | 0.08% | $303,412 | 2.9K | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.08% | $4M | 46.0K | Q1 2026 |
| Revisor Wealth Management LLC$362M AUM | 0.07% | $265,356 | 3.5K | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.06% | $403,698 | 9.9K | Q4 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.06% | $235,958 | 3.1K | Q1 2026 |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.05% | $353,584 | 3.4K | Q4 2025OLDER |
| Rock Point Advisors, LLC$370M AUM | 0.05% | $213,540 | 2.1K | Q4 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.05% | $285,798 | 3.7K | Q1 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.05% | $419,248 | 4.3K | Q3 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.05% | $422,311 | 4.1K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.05% | $10M | 105.3K | Q3 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.05% | $589,086 | 7.7K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.04% | $3M | 39.5K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.04% | $10M | 106.7K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $5M | 70.2K | Q1 2026 |
| WILSEY ASSET MANAGEMENT INC$681M AUM | 0.04% | $244,534 | 2.4K | Q4 2025OLDER |
| Conestoga Capital Advisors, LLC$5.0B AUM | 0.04% | $2M | 23.7K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.03% | $595,630 | 5.7K | Q4 2025OLDER |
| Invst, LLC$886M AUM | 0.03% | $302,182 | 3.9K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.03% | $4M | 54.7K | Q1 2026 |
| TWINBEECH CAPITAL LP$965M AUM | 0.03% | $305,168 | 4.0K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $519,306 | 6.8K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $36M | 468.0K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.03% | $17M | 216.4K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.03% | $378,831 | 3.9K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.03% | $348,567 | 3.6K | Q3 2025OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.03% | $309,010 | 3.0K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $338,415 | 3.5K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $1M | 17.2K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 44.3K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $278,172 | 4.5K | Q2 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $250,811 | 3.3K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $598,087 | 7.8K | Q1 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $202,082 | 2.1K | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.02% | $2M | 23.7K | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.02% | $137,246 | 1.3K | Q4 2025OLDER |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.02% | $458,748 | 6.0K | Q1 2026 |
| Swedbank AB$95.1B AUM | 0.02% | $18M | 236.7K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.02% | $13M | 132.0K | Q3 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $34,069 | 445 | Q1 2026 |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.02% | $5M | 61.2K | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.02% | $271,711 | 3.5K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $428,966 | 5.6K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $8M | 110.9K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $22M | 286.9K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 18.0K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $871,865 | 11.4K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $1M | 11.5K | Q4 2025OLDER |
| ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM | 0.01% | $446,804 | 5.8K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.01% | $200,632 | 2.1K | Q3 2025OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $5M | 60.1K | Q1 2026 |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.01% | $205,679 | 2.1K | Q3 2025OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $699,299 | 9.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 13.5K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $15,800 | 200 | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $532,858 | 7.0K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $446,321 | 4.6K | Q3 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $458,074 | 4.4K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $10M | 134.4K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $105,959 | 1.4K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $837,107 | 10.9K | Q1 2026 |
| Welch Group, LLC$2.7B AUM | 0.01% | $250,040 | 4.0K | Q2 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $2M | 28.2K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $27,573 | 266 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.01% | $5M | 71.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $7M | 90.9K | Q1 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.01% | $47,995 | 463 | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.01% | $143,014 | 1.9K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $107,414 | 1.4K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $11M | 180.0K | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $7M | 94.4K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $481,501 | 4.6K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $530,947 | 5.1K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $4M | 53.8K | Q1 2026 |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $3M | 25.7K | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $900,144 | 14.4K | Q2 2025OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $356,157 | 4.7K | Q1 2026 |
| State of Wyoming$844M AUM | 0.01% | $55,123 | 720 | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.01% | $217,271 | 2.1K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $9M | 90.7K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $218,308 | 2.1K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $557,357 | 7.3K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $69,746 | 911 | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $233,023 | 2.4K | Q3 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $252,930 | 2.4K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 22.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $955,469 | 12.5K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $2M | 29.2K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.01% | $19M | 242.5K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $1M | 14.4K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $891,580 | 8.6K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $24M | 308.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $21M | 272.4K | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $6M | 62.0K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $839,655 | 8.7K | Q3 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $11,439 | 183 | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $490,596 | 6.4K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.00% | $236,435 | 2.4K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $48,345 | 500 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $60,277 | 763 | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $1M | 9.9K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $364,732 | 4.8K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $61,248 | 800 | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.00% | $15,312 | 200 | Q1 2026 |
| Founders Capital Management$205M AUM | 0.00% | $7,656 | 100 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $18,298 | 239 | Q1 2026 |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $752,031 | 6.1K | Q1 2026 |
| Cypress Capital Management LLC (WY)$108M AUM | 0.00% | $3,828 | 50 | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 10.8K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $31,696 | 414 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 16.3K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $18,145 | 237 | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $795,228 | 10.4K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $330,663 | 4.3K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $201,985 | 2.1K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $588,976 | 7.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $204,185 | 2.7K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $592,935 | 5.7K | Q4 2025OLDER |
| Accent Capital Management, LLC$206M AUM | 0.00% | $5,819 | 76 | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $689,040 | 9.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $88,886 | 1.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 23.3K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $296,287 | 3.9K | Q1 2026 |
| LBP AM SA$7.3B AUM | 0.00% | $213,747 | 2.1K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $272,477 | 3.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $87,202 | 1.1K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 24.9K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $518,357 | 5.4K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 148.0K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $916,117 | 12.0K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 29.3K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 26.9K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $37M | 485.2K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $3M | 39.3K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $15,312 | 200 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $401,480 | 5.2K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $7M | 95.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 52.7K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $17,405 | 180 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $245,834 | 3.2K | Q1 2026 |
| Arizona State Retirement System$17.1B AUM | 0.00% | $310,145 | 4.1K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $125M | 1.20M | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $101M | 1.32M | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $231,517 | 3.0K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $27M | 354.3K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $44,382 | 710 | Q2 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $411,357 | 5.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 162.5K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $7,064 | 113 | Q2 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $975,834 | 12.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 19.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $11M | 149.1K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $5M | 44.7K | Q1 2026 |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $8,376 | 134 | Q2 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 35.9K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $1M | 18.0K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 36.7K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $9M | 122.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $355,419 | 3.4K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $1M | 11.4K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $13,551 | 177 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 52.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $834,504 | 10.9K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $211,659 | 3.4K | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $2,604 | 34 | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 29.2K | Q1 2026 |
| Avanza Fonder AB$3.6B AUM | 0.00% | $43,027 | 562 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $209,698 | 2.7K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $47M | 613.3K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 17.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 129.9K | Q1 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $29,246 | 382 | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $7,350 | 96 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $694,782 | 9.1K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 27.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 82.6K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $348,348 | 4.5K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $252,648 | 3.3K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $306,701 | 3.2K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $26,433 | 255 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $8M | 102.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 60.2K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $24M | 314.7K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $284,038 | 3.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $14M | 130.9K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $483,170 | 6.3K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 39.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 30.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $53,615 | 700 | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $325,533 | 4.3K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $505,908 | 6.6K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 20.7K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $770,500 | 10.1K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $973,307 | 12.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $31,824 | 307 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $152,484 | 1.5K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 29.7K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $12,556 | 164 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $21,054 | 275 | Q1 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $448,537 | 4.3K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 9.8K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $349,631 | 3.6K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 16.8K | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $2,909 | 38 | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $983,172 | 13.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $558,121 | 7.3K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $266,812 | 3.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 42.7K | Q1 2026 |
| Point72 Europe (London) LLP$2.0B AUM | 0.00% | $9,973 | 103 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $51,350 | 650 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 23.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $15,696 | 205 | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $337,170 | 4.4K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $266,406 | 2.6K | Q4 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $262,571 | 2.5K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $168,738 | 2.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $365,005 | 4.8K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $488,223 | 6.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $285,186 | 3.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $321,978 | 3.3K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $206,670 | 2.7K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $270,968 | 2.4K | Q4 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $2,591 | 34 | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $649,535 | 8.5K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $333,495 | 4.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 21.5K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $16,078 | 210 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $211,470 | 2.0K | Q4 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $6,439 | 103 | Q2 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $1M | 13.8K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $678,092 | 8.9K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $250,754 | 2.4K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 20.7K | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $8,293 | 80 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $331,428 | 4.3K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $455,957 | 6.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $448,180 | 5.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 36.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $51,830 | 500 | Q4 2025OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $519 | 5 | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $2,909 | 38 | Q1 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $283,272 | 3.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 32.6K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $641,572 | 8.4K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $42,031 | 549 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $536 | 7 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $77,172 | 1.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,828 | 50 | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $984,000 | 12.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $6,220 | 60 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,608 | 42 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $622 | 6 | Q4 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $333,878 | 4.4K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,148 | 15 | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $95,929 | 1.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,986 | 39 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,148 | 15 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $230 | 3 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $460 | 6 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $198,000 | 2.6K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,761 | 23 | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $25,571 | 334 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $612 | 8 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $938 | 15 | Q2 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $9,329 | 90 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,828 | 50 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $21,819 | 285 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $1,225 | 16 | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $536 | 7 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $1,914 | 25 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $6,116 | 59 | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $153 | 2 | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $154 | 2 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $80,985 | 1.1K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,903 | 28 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $104 | 1 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $869 | 11 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $6,738 | 65 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $77 | 1 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $125 | 2 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $153 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.