WOLFWOLFSPEED INC
CUSIP 97785W106 · Yahoo Finance ↗ · Google Finance ↗
Wolfspeed Inc (WOLF) has 10 institutional holders in Filings Flow’s 13F database, together reporting 51.41M shares worth $798M as of Q1 2026. The largest reported holders are Renesas Electronics America Inc., Whitebox Advisors LLC, and Slate Path Capital LP.
Institutional Holders
10
Q1 2026
Reported Value
$2M
Ticker
WOLF
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Renesas Electronics America Inc.$275M AUM | 100.00% | $275M | 16.85M | Q1 2026OLDER |
| Murchinson Ltd.$791M AUM | 10.88% | $68M | 3.88M | Q4 2025OLDER |
| Paloma Partners Management Co$510M AUM | 2.65% | $16M | 563.9K | Q3 2025OLDER |
| Woodson Capital Management, LP$636M AUM | 2.41% | $15M | 940.0K | Q1 2026OLDER |
| Panoramic Capital, LLC$142M AUM | 1.60% | $2M | 140.0K | Q1 2026OLDER |
| SHAH CAPITAL MANAGEMENT$521M AUM | 1.59% | $8M | 508.9K | Q1 2026OLDER |
| Ursa Fund Management, LLC$108M AUM | 1.52% | $2M | 100.3K | Q1 2026OLDER |
| KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM | 1.50% | $6M | 365.9K | Q1 2026OLDER |
| Soviero Asset Management, LP$200M AUM | 1.47% | $3M | 180.0K | Q1 2026OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 1.14% | $80M | 4.60M | Q4 2025OLDER |
| EQUITEC PROPRIETARY MARKETS, LLC$187M AUM | 1.03% | $2M | 117.6K | Q1 2026OLDER |
| Slate Path Capital LP$6.7B AUM | 1.02% | $68M | 4.44M | Q1 2026OLDER |
| Oakum Bay Capital LLC$187M AUM | 0.88% | $2M | 100.5K | Q1 2026OLDER |
| Alua Capital Management LP$1.1B AUM | 0.83% | $11M | 639.5K | Q4 2025OLDER |
| Arvin Capital Management LP$819M AUM | 0.80% | $7M | 400.0K | Q1 2026OLDER |
| SILVERBACK ASSET MANAGEMENT LLC$699M AUM | 0.78% | $8M | 286.4K | Q3 2025OLDER |
| Diameter Capital Partners LP$1.1B AUM | 0.55% | $6M | 347.4K | Q4 2025OLDER |
| Hill City Capital, LP$2.8B AUM | 0.52% | $14M | 885.0K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.47% | $5M | 286.4K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.42% | $2M | 32.3K | Q2 2026 |
| CSS LLC/IL$2.1B AUM | 0.41% | $9M | 319.5K | Q3 2025OLDER |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.36% | $7M | 424.7K | Q1 2026OLDER |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 0.29% | $2M | 140.0K | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 0.29% | $766,040 | 44.0K | Q4 2025OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.28% | $17M | 587.7K | Q3 2025OLDER |
| CAMDEN ASSET MANAGEMENT L P /CA$2.9B AUM | 0.21% | $9M | 330.5K | Q3 2025OLDER |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 0.15% | $4M | 124.2K | Q3 2025OLDER |
| Senvest Management, LLC$3.0B AUM | 0.15% | $5M | 281.6K | Q1 2026OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.13% | $5M | 176.2K | Q3 2025OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.12% | $15M | 863.3K | Q4 2025OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.12% | $4M | 224.6K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.12% | $408,000 | 25.0K | Q1 2026OLDER |
| Fund 1 Investments, LLC$872M AUM | 0.09% | $816,000 | 50.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.09% | $7M | 407.8K | Q4 2025OLDER |
| Next Level Private LLC$511M AUM | 0.09% | $434,395 | 9.0K | Q2 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.08% | $581,867 | 20.3K | Q3 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.07% | $1M | 86.4K | Q1 2026OLDER |
| Anson Funds Management LP$2.3B AUM | 0.07% | $745,444 | 42.8K | Q4 2025OLDER |
| Artemis Investment Management LLP$9.4B AUM | 0.07% | $6M | 394.1K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.07% | $4M | 214.1K | Q4 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.06% | $405,956 | 24.9K | Q1 2026OLDER |
| CastleKnight Management LP$6.0B AUM | 0.06% | $4M | 229.8K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.06% | $5M | 320.9K | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.06% | $444,286 | 25.5K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.05% | $11M | 614.2K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.05% | $17M | 582.8K | Q3 2025OLDER |
| HITE Hedge Asset Management LLC$1.8B AUM | 0.05% | $785,278 | 45.1K | Q4 2025OLDER |
| Andar Capital Management HK Ltd$117M AUM | 0.05% | $47,762 | 1.7K | Q3 2025OLDER |
| Aequim Alternative Investments LP$5.2B AUM | 0.04% | $2M | 68.8K | Q3 2025OLDER |
| Old West Investment Management, LLC$923M AUM | 0.04% | $383,226 | 23.5K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.04% | $12M | 715.1K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.04% | $4M | 237.6K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.04% | $12M | 700.0K | Q4 2025OLDER |
| Yaupon Capital Management LP$3.2B AUM | 0.04% | $1M | 76.7K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.04% | $6M | 394.7K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.03% | $497,401 | 30.5K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.03% | $24M | 1.35M | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.03% | $36M | 1.62M | Q3 2025OLDER |
| TENOR CAPITAL MANAGEMENT Co., L.P.$6.5B AUM | 0.02% | $2M | 64.5K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.02% | $23M | 1.40M | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $53M | 3.27M | Q1 2026OLDER |
| Covalis Capital LLP$1.6B AUM | 0.02% | $326,400 | 20.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $256,110 | 15.7K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $44,587 | 14.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $1M | 61.3K | Q1 2026OLDER |
| Shaolin Capital Management LLC$2.7B AUM | 0.01% | $374,315 | 21.5K | Q4 2025OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.01% | $1M | 45.0K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $227,627 | 8.0K | Q3 2025OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.01% | $316,608 | 19.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 268.1K | Q1 2026OLDER |
| GMT CAPITAL CORP$2.2B AUM | 0.01% | $165,109 | 10.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $770,369 | 47.2K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $1M | 48.7K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $14M | 874.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $431,231 | 15.1K | Q3 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $3M | 166.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $734,591 | 25.7K | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $32,592 | 2.00M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $22,651 | 1.3K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 166.6K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $3M | 156.6K | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.00% | $22M | 1.34M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $21M | 1.27M | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $8M | 290.5K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 110.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $341,006 | 20.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 127.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $22M | 1.37M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $43M | 2.46M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $22M | 1.35M | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.00% | $281,154 | 16.1K | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $1M | 80.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 839.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 205.0K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $129,986 | 2.7K | Q2 2026 |
| Pilgrim Partners Asia Pte Ltd$246M AUM | 0.00% | $4,290 | 150 | Q3 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $1M | 91.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $7M | 454.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 116.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 105.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $7M | 397.5K | Q4 2025OLDER |
| STANCE CAPITAL LLC$206M AUM | 0.00% | $3,395 | 208 | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $10,439 | 365 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $26M | 1.60M | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $10,902 | 668 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3M | 171.2K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $496,960 | 30.5K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 43.8K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 98.9K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $3,117 | 109 | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.00% | $7,939 | 456 | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $4,651 | 285 | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $437,580 | 15.3K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 185.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 637.1K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $29M | 1.80M | Q1 2026OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.00% | $933,334 | 32.6K | Q3 2025OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.00% | $1,371 | 84 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $425,903 | 14.9K | Q3 2025OLDER |
| DV EQUITIES, LLC$558M AUM | 0.00% | $3,586 | 206 | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $338,963 | 10.4K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $22,554 | 1.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $457,450 | 28.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $15M | 897.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $494,430 | 30.3K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 175.8K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $225,118 | 13.8K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $424 | 26 | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $240,726 | 8.4K | Q3 2025OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.00% | $539 | 33 | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $2,823 | 173 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $7,801 | 478 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $5M | 311.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $8,010 | 166 | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $365,650 | 22.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,353 | 328 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $812,573 | 49.8K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,525 | 216 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $679,304 | 41.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 105.8K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.00% | $2,374 | 83 | Q3 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $457 | 28 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 66.2K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $343 | 21 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $197,814 | 12.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8M | 461.3K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $175,075 | 10.1K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $226 | 13 | Q4 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $14,102 | 810 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,176 | 501 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $375 | 23 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $187,794 | 11.5K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $506 | 31 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $212 | 13 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $457 | 28 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $20,666 | 1.2K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $6M | 324.2K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $20,352 | 778 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $339,386 | 20.8K | Q2 2026 |
| Navalign, LLC$396M AUM | 0.00% | $209 | 12 | Q4 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $49 | 3 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $82 | 5 | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 0.00% | $57 | 2 | Q3 2025OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.00% | $49 | 3 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $1,110 | 68 | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $98 | 6 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $65 | 4 | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $49 | 1 | Q2 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $490 | 30 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $310 | 19 | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $6,750 | 236 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $881 | 54 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $725 | 49 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $930 | 57 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,484 | 90 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $15,446 | 947 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $39,937 | 31.9K | Q3 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $15,546 | 30.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $89,000 | 5.5K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $214 | 13 | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $29 | 1 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $58 | 2 | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $52 | 3 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $515 | 18 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $375 | 23 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $473 | 29 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $17 | 1 | Q4 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $98 | 6 | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $65 | 4 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $33 | 2 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,110 | 68 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2,124 | 130 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $17 | 1 | Q2 2026 |
| REAP Financial Group, LLC$507M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $506 | 31 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $82 | 5 | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $29 | 1 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $832 | 51 | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $17 | 1 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,665 | 102 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $49 | 3 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $98 | 6 | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $327 | 20 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $49 | 3 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,239 | 145 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $49 | 3 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $212 | 13 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $35 | 2 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $66 | 4 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $29 | 1 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $33 | 2 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $32 | 2 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $65 | 4 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $179 | 11 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $17 | 1 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $98 | 6 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $147 | 9 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $17 | 1 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $30 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.