XPEVXPENG INC
CUSIP 98422D105 · Yahoo Finance ↗ · Google Finance ↗
Xpeng Inc (XPEV) has 231 institutional holders in Filings Flow’s 13F database, together reporting 120.33M shares worth $2.1B as of Q1 2026. The largest reported holders are Alibaba Group Holding Ltd, Primecap Management Co/Ca/, and Susquehanna International Group, LLP.
Institutional Holders
231
Q1 2026
Reported Value
$2.1B
Ticker
XPEV
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Alibaba Group Holding Ltd$653M AUM | 87.93% | $574M | 33.54M | Q1 2026OLDER |
| TMT General Partner Ltd$250M AUM | 70.44% | $176M | 10.29M | Q1 2026OLDER |
| Primavera Capital Management Ltd$648M AUM | 8.73% | $57M | 3.31M | Q1 2026OLDER |
| Orland Properties Ltd$267M AUM | 4.97% | $13M | 774.5K | Q1 2026OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 3.53% | $128M | 7.50M | Q1 2026OLDER |
| TT International Asset Management LTD$783M AUM | 2.94% | $13,911 | 686.0K | Q4 2025OLDER |
| XY Capital Ltd$101M AUM | 2.66% | $3M | 156.9K | Q1 2026OLDER |
| KADENSA CAPITAL Ltd$718M AUM | 1.65% | $12M | 694.9K | Q1 2026OLDER |
| Perseverance Asset Management International$909M AUM | 1.51% | $14M | 800.0K | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.95% | $4M | 189.1K | Q3 2025OLDER |
| Step Capital Management Pte. Ltd.$249M AUM | 0.72% | $2M | 105.0K | Q1 2026OLDER |
| WIM INVESTMENT MANAGEMENT Ltd$337M AUM | 0.66% | $2M | 129.8K | Q1 2026OLDER |
| Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM | 0.62% | $6M | 308.7K | Q4 2025OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.53% | $40M | 2.33M | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 0.50% | $775,142 | 38.2K | Q4 2025OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.44% | $2M | 82.8K | Q3 2025OLDER |
| Triasima Portfolio Management inc.$661M AUM | 0.38% | $3M | 124.9K | Q4 2025OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.38% | $5M | 197.7K | Q3 2025OLDER |
| INTERCAPITAL, LLC$299M AUM | 0.33% | $987,247 | 57.7K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.30% | $2M | 76.1K | Q4 2025OLDER |
| Portolan Capital Management, LLC$1.9B AUM | 0.25% | $5M | 275.4K | Q1 2026OLDER |
| SANDLER CAPITAL MANAGEMENT$193M AUM | 0.23% | $687,492 | 33.9K | Q4 2025OLDER |
| Robeco Schweiz AG$4.7B AUM | 0.22% | $11M | 621.6K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.21% | $2M | 122.0K | Q4 2025OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.18% | $25M | 1.47M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.17% | $7M | 307.4K | Q3 2025OLDER |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.17% | $218M | 12.73M | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.17% | $5M | 278.6K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.15% | $968,206 | 41.3K | Q3 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.14% | $2M | 91.1K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.14% | $61M | 3.54M | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.14% | $701,970 | 34.6K | Q4 2025OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.13% | $1M | 87.2K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.12% | $3M | 107.5K | Q3 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.12% | $294,395 | 17.2K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.11% | $726,980 | 31.0K | Q3 2025OLDER |
| PING CAPITAL MANAGEMENT, INC.$350M AUM | 0.11% | $384,975 | 22.5K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.11% | $512,293 | 25.3K | Q2 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.11% | $5M | 387.2K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.10% | $663,308 | 15.5K | Q2 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.09% | $64M | 3.77M | Q1 2026OLDER |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 0.08% | $969,354 | 41.4K | Q3 2025OLDER |
| PCM Encore, LLC$486M AUM | 0.08% | $406,670 | 23.8K | Q1 2026OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.07% | $926,335 | 54.1K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.07% | $795,683 | 46.5K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.07% | $655,313 | 38.3K | Q1 2026OLDER |
| Temasek Holdings (Private) Ltd$30.5B AUM | 0.07% | $20M | 1.19M | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.07% | $2M | 69.7K | Q3 2025OLDER |
| Strategic Advisors LLC$602M AUM | 0.06% | $375,462 | 21.9K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.06% | $5M | 292.1K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.06% | $578,263 | 24.7K | Q3 2025OLDER |
| West Family Investments, Inc.$285M AUM | 0.06% | $239,568 | 11.8K | Q4 2025OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.06% | $382,644 | 131.7K | Q1 2026OLDER |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.05% | $863,027 | 36.9K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $6M | 377.8K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.05% | $19M | 940.6K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.05% | $1M | 81.8K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.05% | $273,418 | 16.0K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.05% | $28M | 1.65M | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.04% | $201,827 | 10.0K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $341,191 | 19.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $968,206 | 41.3K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $917,524 | 53.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $3M | 134.1K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.03% | $1M | 78.9K | Q1 2026OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.03% | $279,749 | 16.4K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.03% | $7,655 | 326.8K | Q3 2025OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $214,316 | 9.2K | Q3 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.02% | $177,345 | 10.4K | Q1 2026OLDER |
| Legend Capital Advisors LLC$160M AUM | 0.02% | $34,989 | 2.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 72.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $75,267 | 4.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $186M | 10.89M | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $956,107 | 55.9K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $37M | 1.84M | Q4 2025OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 0.02% | $192,488 | 11.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $19M | 1.09M | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $325,860 | 19.0K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $319,958 | 18.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $120M | 7.00M | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $94,019 | 5.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 61.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $151M | 8.84M | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.02% | $4M | 239.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $2M | 71.8K | Q3 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 63.4K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.02% | $208,560 | 10.3K | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $305,910 | 17.9K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $516,791 | 30.2K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.02% | $202,800 | 10.0K | Q4 2025OLDER |
| Shay Capital LLC$1.2B AUM | 0.01% | $171,100 | 10.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $609,212 | 30.0K | Q4 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $205,029 | 12.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $83M | 4.87M | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.01% | $6M | 350.0K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $171,100 | 10.0K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $200,709 | 9.9K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $281,990 | 16.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $1M | 74.8K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $900,567 | 52.6K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $17M | 736.6K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 88.0K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $6M | 353.9K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $376,420 | 22.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $560,641 | 27.6K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $348,771 | 20.4K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $323,876 | 18.9K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $8M | 488.2K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $16,768 | 980 | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.01% | $279,749 | 16.4K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.01% | $2M | 144.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 60.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $187,320 | 10.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $74,736 | 4.4K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $635,352 | 31.3K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $271,536 | 15.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $56M | 3.29M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $119M | 5.86M | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $506,969 | 29.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $472,281 | 23.3K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $13M | 772.2K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $304,950 | 15.0K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $395,292 | 23.1K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.01% | $473,037 | 20.2K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 182.4K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $1M | 87.6K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $3M | 153.2K | Q1 2026OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.01% | $1M | 72.3K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.00% | $184,326 | 10.8K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $734,823 | 42.9K | Q1 2026OLDER |
| AIA Group Ltd$6.9B AUM | 0.00% | $317,151 | 18.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $3M | 190.5K | Q1 2026OLDER |
| Accent Capital Management, LLC$206M AUM | 0.00% | $8,521 | 498 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $3M | 179.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $220,223 | 12.9K | Q2 2026 |
| HAP TRADING, LLC$1.4B AUM | 0.00% | $56,080 | 33.5K | Q3 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $605,728 | 35.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $17M | 981.1K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $252,218 | 14.7K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $3M | 144.9K | Q4 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $10,140 | 500 | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $7M | 403.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $78,809 | 4.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $14M | 833.9K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $92,565 | 5.4K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $875,543 | 46.6K | Q2 2026 |
| Caption Management, LLC$17.1B AUM | 0.00% | $421,560 | 18.0K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $103,259 | 6.0K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5M | 263.6K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $8M | 490.7K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 53.6K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $601,639 | 35.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $19M | 1.10M | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $674,510 | 39.4K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $275,933 | 16.1K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $23,629 | 1.4K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $65,000 | 3.8K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.00% | $338,778 | 19.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $33M | 1.91M | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $418,340 | 24.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 63.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 117.4K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $846,732 | 49.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 298.1K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $174,592 | 10.2K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $16,184 | 691 | Q3 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,424 | 141.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $454,819 | 26.6K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $10,985 | 642 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 239.6K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $391,015 | 22.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $460,653 | 26.9K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.00% | $170,981 | 10.0K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $333,561 | 19.5K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $270,081 | 15.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $232,713 | 11.5K | Q4 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $438,187 | 25.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 73.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 72.5K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $524,336 | 30.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $52,921 | 3.1K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $5,253 | 307 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $285,970 | 16.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $228,316 | 13.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $33,959 | 1.4K | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $1M | 84.9K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $446,862 | 26.1K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 169.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $654,707 | 40.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $14M | 813.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $50M | 2.91M | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $6,673 | 390 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $2,961 | 173 | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $240,594 | 10.3K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $670,866 | 28.6K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $11,977 | 700 | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $42,344 | 2.1K | Q4 2025OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $268,548 | 13.2K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $1,711 | 100 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $967 | 73 | Q2 2026 |
| Global X Japan Co., Ltd.$1.9B AUM | 0.00% | $13,448 | 786 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $45,095 | 3.4K | Q2 2026 |
| Man Group plc$55.1B AUM | 0.00% | $360,388 | 21.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $69,094 | 3.9K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $702 | 41 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $10,215 | 597 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 123.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $736,000 | 43.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 74.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,278 | 250 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 202.7K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $513,299 | 30.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $5,988 | 350 | Q1 2026OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $317,151 | 18.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $9,667 | 565 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $246,418 | 14.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $295,285 | 17.3K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $20,280 | 1.0K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $3,422 | 200 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $7,199 | 355 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $260,500 | 15.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $326,253 | 19.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $213,875 | 12.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $59,150 | 3.5K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,558 | 89 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $388,467 | 16.6K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $547,845 | 32.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $8M | 477.2K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $3,422 | 200 | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $5,989 | 350 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $3,165 | 185 | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $1,044 | 61 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $1,266 | 74 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $16,028 | 937 | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $2,567 | 150 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $12,249 | 523 | Q3 2025OLDER |
| Navalign, LLC$396M AUM | 0.00% | $811 | 40 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $47,207 | 2.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $5,395 | 266 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $60,861 | 3.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $303,873 | 17.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,876 | 487 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,270 | 308 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $4,631 | 277 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $39,303 | 1.9K | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $5,119 | 299 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $867,000 | 50.7K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $565 | 33 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $2,378 | 139 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $93,804 | 5.5K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $9,872 | 500 | Q3 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $1,283 | 75 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $10,642 | 622 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $616 | 36 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $41,766 | 2.4K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $479 | 28 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 115.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,637 | 271 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,028 | 100 | Q4 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $7,700 | 450 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $980 | 74 | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $257 | 15 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $787 | 46 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $363,870 | 21.3K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.00% | $466 | 23 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $30,627 | 1.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $993 | 58 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $14,390 | 841 | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $2,053 | 120 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $3,251 | 190 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $40,560 | 2.0K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $71,019 | 4.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $200,016 | 11.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $67,050 | 3.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $811 | 40 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,951 | 114 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $188 | 11 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $208,725 | 12.2K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $86 | 5 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $291 | 17 | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $187 | 8 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $17,504 | 1.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $63,589 | 3.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,289 | 426 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $2,084 | 89 | Q3 2025OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $257 | 15 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $103 | 6 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $3,439 | 201 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $88,894 | 5.2K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,536 | 382 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $4,148 | 400 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $588 | 34 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $13,534 | 791 | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.00% | $35 | 2 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $86 | 5 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $9,359 | 547 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $342 | 20 | Q2 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $629 | 31 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.