ZIONZIONS BANCORPORATION NATL AS
CUSIP 989701107 · Yahoo Finance ↗ · Google Finance ↗
Zions Bancorporation Natl As (ZION) has 559 institutional holders in Filings Flow’s 13F database, together reporting 115.57M shares worth $6.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.
Institutional Holders
559
Q1 2026
Reported Value
$6.3B
Ticker
ZION
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Elizabeth Park Capital Advisors, Ltd.$130M AUM | 2.79% | $4M | 62.9K | Q1 2026OLDER |
| KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM | 2.75% | $11M | 190.8K | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 2.57% | $36M | 617.7K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.99% | $161M | 2.79M | Q1 2026OLDER |
| Petiole USA ltd$143M AUM | 1.90% | $3M | 50.0K | Q4 2025OLDER |
| Rhino Investment Partners, Inc$359M AUM | 1.84% | $7M | 114.6K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 1.55% | $14M | 239.1K | Q4 2025OLDER |
| Siena Capital Partners GP, LLC$385M AUM | 1.51% | $6M | 101.3K | Q1 2026OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 1.16% | $25M | 426.1K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 1.11% | $7M | 117.9K | Q1 2026OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 1.09% | $6M | 105.0K | Q4 2025OLDER |
| FLYWHEEL PRIVATE WEALTH LLC$176M AUM | 0.74% | $1M | 22.5K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.65% | $10M | 171.6K | Q1 2026OLDER |
| Arbejdsmarkedets Tillaegspension$4.0B AUM | 0.65% | $26M | 450.7K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.58% | $31M | 544.2K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.57% | $2M | 34.7K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.56% | $2M | 29.7K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.51% | $2M | 42.0K | Q3 2025OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.51% | $15M | 265.0K | Q1 2026OLDER |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.50% | $149M | 2.59M | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.48% | $668,697 | 11.6K | Q1 2026OLDER |
| COTTONWOOD CAPITAL ADVISORS, LLC$142M AUM | 0.46% | $656,401 | 11.4K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.42% | $60M | 1.04M | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.39% | $3M | 47.8K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.38% | $12M | 199.7K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.38% | $2M | 38.1K | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.34% | $13M | 228.0K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.33% | $4M | 76.5K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.31% | $1M | 21.2K | Q3 2025OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.29% | $2M | 35.2K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.28% | $726,415 | 12.6K | Q1 2026OLDER |
| Convergence Investment Partners, LLC$611M AUM | 0.28% | $1M | 21.7K | Q3 2025OLDER |
| Pinnacle Holdings, LLC$309M AUM | 0.25% | $763,119 | 13.2K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.24% | $265,858 | 4.6K | Q1 2026OLDER |
| Appaloosa LP$5.9B AUM | 0.22% | $16M | 285.0K | Q3 2025OLDER |
| SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM | 0.22% | $5M | 82.0K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 0.21% | $575,797 | 10.0K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.21% | $405,510 | 7.0K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 0.21% | $1M | 20.6K | Q1 2026OLDER |
| Sippican Capital Advisors$146M AUM | 0.20% | $290,981 | 5.0K | Q1 2026OLDER |
| Fieldview Capital Management, LLC$343M AUM | 0.20% | $670,927 | 11.6K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.20% | $414,864 | 7.2K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.19% | $7M | 121.0K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.19% | $2M | 27.2K | Q4 2025OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.19% | $42M | 724.8K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.18% | $2M | 35.7K | Q1 2026OLDER |
| Supplemental Annuity Collective Trust of NJ$355M AUM | 0.18% | $702,480 | 12.0K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.18% | $1M | 22.5K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.18% | $450,891 | 8.7K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.18% | $501,641 | 8.7K | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.17% | $2M | 37.9K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.17% | $353,286 | 6.1K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.16% | $7M | 113.9K | Q1 2026OLDER |
| Oak Thistle LLC$1.0B AUM | 0.16% | $1M | 19.5K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.16% | $13M | 218.0K | Q4 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 0.15% | $362,660 | 6.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.15% | $1M | 24.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.14% | $2M | 26.1K | Q1 2026OLDER |
| Qsemble Capital Management, LP$1.3B AUM | 0.14% | $2M | 32.7K | Q1 2026OLDER |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM | 0.14% | $2M | 34.1K | Q1 2026OLDER |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 0.13% | $203,053 | 3.5K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.13% | $367,339 | 6.3K | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.13% | $2M | 35.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.13% | $25M | 438.1K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.13% | $4M | 63.3K | Q1 2026OLDER |
| Blackhawk Capital Partners, LLC$273M AUM | 0.13% | $346,757 | 6.0K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.13% | $318,341 | 5.4K | Q4 2025OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 0.12% | $2M | 28.0K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.12% | $1M | 19.0K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.12% | $947,397 | 16.4K | Q1 2026OLDER |
| Sendero Wealth Management, LLC$904M AUM | 0.12% | $1M | 18.8K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.12% | $358,973 | 6.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.12% | $72M | 1.24M | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.12% | $12M | 205.3K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.12% | $1M | 25.2K | Q4 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.12% | $15M | 253.3K | Q4 2025OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.11% | $3M | 43.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.11% | $1M | 16.5K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.11% | $208,522 | 3.6K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.11% | $362,961 | 6.4K | Q3 2025OLDER |
| Covea Finance$2.9B AUM | 0.11% | $3M | 54.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.11% | $82M | 1.42M | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.10% | $1M | 18.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.10% | $126M | 2.19M | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.10% | $481,881 | 8.4K | Q1 2026OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.10% | $234,160 | 4.0K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.10% | $14M | 243.5K | Q1 2026OLDER |
| WJ Interests, LLC$260M AUM | 0.10% | $255,775 | 4.4K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.09% | $1M | 25.8K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.09% | $1M | 25.0K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.09% | $165,918 | 2.4K | Q2 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.09% | $431M | 7.48M | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.09% | $71M | 1.24M | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $503,000 | 8.9K | Q3 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.08% | $657,214 | 11.4K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.08% | $4M | 66.7K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.08% | $7M | 113.7K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.08% | $503,383 | 8.9K | Q3 2025OLDER |
| MainStreet Investment Advisors LLC$665M AUM | 0.08% | $529,758 | 9.2K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.08% | $321,268 | 5.5K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.08% | $111M | 1.92M | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.08% | $12M | 207.7K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.08% | $25M | 433.0K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.07% | $785,015 | 13.6K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.07% | $664,545 | 11.5K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.07% | $45M | 782.8K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.07% | $3M | 55.9K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.07% | $3M | 49.6K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.07% | $502,738 | 8.7K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.07% | $16M | 279.1K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.07% | $5M | 95.0K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.06% | $434,803 | 7.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.06% | $120,022 | 2.1K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.06% | $278,241 | 4.8K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.06% | $1M | 22.8K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $253,595 | 4.3K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.06% | $128M | 2.24M | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.06% | $469,942 | 8.2K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.06% | $7M | 118.4K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.06% | $24M | 417.6K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.06% | $157,349 | 2.8K | Q3 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.06% | $264,857 | 4.6K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.06% | $202,080 | 3.5K | Q4 2025OLDER |
| Frec Markets, Inc.$587M AUM | 0.05% | $319,157 | 5.5K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.05% | $2M | 31.4K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.05% | $448,745 | 7.8K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 19.1K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 37.9K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.05% | $13M | 228.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.05% | $1M | 17.9K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.05% | $4M | 62.5K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.05% | $1M | 25.4K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.05% | $236,127 | 4.1K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.05% | $65M | 1.12M | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.05% | $236,051 | 4.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.05% | $3M | 44.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.05% | $2M | 27.2K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.05% | $268,509 | 4.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.05% | $85M | 1.47M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.05% | $44M | 757.7K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.04% | $40M | 697.3K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.04% | $93,723 | 1.6K | Q4 2025OLDER |
| Trask Adam Roland$106M AUM | 0.04% | $46,096 | 800 | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.04% | $562,569 | 9.6K | Q4 2025OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.04% | $2M | 42.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.04% | $472,531 | 6.8K | Q2 2026 |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $241,594 | 4.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.04% | $201,202 | 3.4K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.04% | $10M | 175.3K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $47M | 807.5K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $65,687 | 1.1K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.04% | $29M | 508.1K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.04% | $201,670 | 3.5K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.04% | $3M | 56.6K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.04% | $389,408 | 6.8K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.04% | $1M | 20.4K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.04% | $668,788 | 11.6K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.04% | $672,656 | 11.7K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.04% | $9M | 156.0K | Q3 2025OLDER |
| Boston Partners$95.5B AUM | 0.03% | $34M | 602.1K | Q3 2025OLDER |
| Retirement Systems of Alabama$30.0B AUM | 0.03% | $10M | 181.0K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $222,988 | 3.9K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.03% | $616,822 | 10.7K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.03% | $8M | 147.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.03% | $891,167 | 12.9K | Q2 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.03% | $625M | 10.86M | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.03% | $892,206 | 12.9K | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.03% | $7M | 122.8K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.03% | $316,910 | 5.5K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.03% | $74,170 | 1.3K | Q4 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.03% | $215,833 | 3.8K | Q3 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $2M | 39.8K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.03% | $67,646 | 1.2K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.03% | $2M | 42.7K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.03% | $4M | 63.3K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.03% | $3M | 45.7K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.03% | $462,056 | 7.9K | Q4 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.03% | $456,687 | 7.9K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.03% | $17M | 302.5K | Q1 2026OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.03% | $143,940 | 2.5K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 0.03% | $2M | 33.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.03% | $5M | 89.4K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.03% | $145,706 | 2.5K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.03% | $3M | 50.5K | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.03% | $28,810 | 500 | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 31.4K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.03% | $835,658 | 13.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $369,258 | 6.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $259,175 | 4.5K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.03% | $3M | 95.1K | Q2 2026 |
| Peterson Wealth Services$405M AUM | 0.03% | $106,531 | 1.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $1M | 24.4K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.03% | $111,435 | 1.9K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.02% | $9M | 163.2K | Q3 2025OLDER |
| SECURIAN ASSET MANAGEMENT, INC$2.5B AUM | 0.02% | $627,078 | 10.9K | Q1 2026OLDER |
| Arista Wealth Management, LLC$927M AUM | 0.02% | $229,693 | 3.3K | Q2 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $856,291 | 14.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $1M | 17.6K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $262,543 | 4.5K | Q4 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.02% | $270,699 | 4.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.02% | $2M | 30.3K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.02% | $376,249 | 6.5K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.02% | $7M | 118.8K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.02% | $709,072 | 12.3K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.02% | $4M | 63.1K | Q4 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $280,242 | 4.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $832,079 | 12.0K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $284,073 | 4.9K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.02% | $803,511 | 13.9K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 0.02% | $234,393 | 4.0K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $42,031 | 729 | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $373,262 | 6.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $23M | 396.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 90.1K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $15M | 257.7K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.02% | $8M | 130.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $13M | 230.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.02% | $40M | 694.0K | Q1 2026OLDER |
| Prana Capital Management, LP$3.3B AUM | 0.02% | $670,121 | 11.6K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.02% | $71,334 | 1.2K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 0.02% | $212,659 | 3.7K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.02% | $23M | 407.2K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $5M | 85.4K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $753,059 | 12.9K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $47M | 813.1K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.02% | $48,286 | 838 | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.02% | $1M | 19.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.02% | $16M | 278.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $11M | 184.5K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $231,016 | 4.1K | Q3 2025OLDER |
| OSTRUM ASSET MANAGEMENT$1.8B AUM | 0.02% | $318,062 | 5.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 23.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $560,094 | 9.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.02% | $4M | 76.3K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.02% | $3M | 43.5K | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.02% | $9M | 158.1K | Q1 2026OLDER |
| Deseret Mutual Benefit Administrators$294M AUM | 0.02% | $49,957 | 867 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $2M | 41.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 32.9K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.02% | $437,854 | 7.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 160.5K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.02% | $2M | 26.6K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.02% | $122,934 | 2.1K | Q4 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.02% | $469,257 | 8.1K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $235,362 | 4.0K | Q4 2025OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.02% | $10M | 171.3K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.02% | $13M | 242.3K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.02% | $1.1B | 18.40M | Q4 2025OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.02% | $19,303 | 335 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.02% | $20,858 | 362 | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.02% | $27,197 | 472 | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.02% | $9M | 153.3K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.02% | $81M | 1.41M | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.02% | $469,926 | 8.2K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.01% | $450,150 | 8.0K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $307,774 | 5.3K | Q4 2025OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.01% | $23,285 | 398 | Q4 2025OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.01% | $224,388 | 3.6K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.01% | $224,383 | 3.2K | Q2 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.01% | $158,551 | 2.7K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $808M | 14.02M | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 19.8K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.01% | $1M | 23.9K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $8M | 131.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $76M | 1.31M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $335,521 | 5.8K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $2M | 40.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $53M | 916.8K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $726,761 | 12.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 21.2K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $603,973 | 10.5K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $86M | 1.49M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $83,595 | 1.4K | Q4 2025OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $785,994 | 13.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $724,667 | 12.4K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $112M | 1.94M | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.01% | $30,251 | 525 | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $300,949 | 5.2K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $20M | 338.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $490,289 | 8.5K | Q1 2026OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.01% | $5M | 87.4K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.01% | $69,906 | 989 | Q2 2026 |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.01% | $13M | 226.3K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $221,981 | 3.8K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $339M | 5.88M | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $260,268 | 4.6K | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $203,629 | 3.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $316,198 | 5.7K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $9M | 157.9K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $365,037 | 6.3K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.01% | $3M | 57.2K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $479,283 | 8.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $184M | 3.15M | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.01% | $425,103 | 6.1K | Q2 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.01% | $4M | 76.6K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $175M | 3.03M | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $2M | 37.0K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $626,346 | 10.9K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $18M | 312.1K | Q1 2026OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.01% | $2M | 35.5K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $10M | 177.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $303,715 | 5.3K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $447,938 | 7.8K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.01% | $232,497 | 4.0K | Q1 2026OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.01% | $17M | 299.6K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 26.8K | Q1 2026OLDER |
| North Dakota State Investment Board$2.3B AUM | 0.01% | $244,309 | 4.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $65,178 | 1.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $80M | 1.38M | Q1 2026OLDER |
| SOUTHERN MICHIGAN BANK & TRUST$261M AUM | 0.01% | $27,370 | 475 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $67M | 1.16M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 18.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $19M | 329.5K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.01% | $527,396 | 9.2K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $208,412 | 3.6K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $3M | 43.7K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.01% | $256,985 | 4.5K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.01% | $8M | 144.9K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.01% | $17M | 292.1K | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.01% | $15,616 | 271 | Q1 2026OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.01% | $200,792 | 3.4K | Q4 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $2M | 38.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $380M | 6.60M | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $139,470 | 2.5K | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $256,236 | 4.4K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $3M | 50.1K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $223,209 | 3.9K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 86.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $21M | 364.8K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $393,948 | 6.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $19,719 | 285 | Q2 2026 |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $434,051 | 7.5K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $443,885 | 7.6K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $1M | 17.9K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.01% | $2M | 40.4K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $28,714 | 415 | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $8M | 136.5K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.01% | $933,683 | 16.5K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $357,029 | 6.1K | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $4M | 62.9K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $31,288 | 543 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $278,708 | 4.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 64.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $529,855 | 7.5K | Q2 2026 |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $341,399 | 5.9K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.01% | $2M | 32.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $308,152 | 5.3K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $3M | 54.9K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $301,508 | 5.3K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.01% | $1M | 17.6K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $488,732 | 8.5K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $13,610 | 236 | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.01% | $4M | 68.7K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.01% | $4M | 73.0K | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $4M | 74.3K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $11M | 192.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $19,879 | 345 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.01% | $8M | 140.5K | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.01% | $11,708 | 200 | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $565,022 | 9.8K | Q1 2026OLDER |
| GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM | 0.01% | $620,798 | 10.8K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $584,670 | 10.1K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $7M | 115.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $91,615 | 1.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 20.7K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 23.3K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $290,751 | 5.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 38.6K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $17,936 | 317 | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $231,046 | 4.0K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $519,522 | 9.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $235,493 | 4.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $78,964 | 1.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $21,781 | 378 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 39.8K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $273,407 | 4.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $253,298 | 4.4K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.01% | $2M | 28.4K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.01% | $281,128 | 4.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.01% | $8,643 | 150 | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.01% | $9,450 | 164 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $106,309 | 1.8K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $17M | 290.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $16M | 284.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $694,321 | 12.1K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $319,561 | 5.5K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $202,150 | 3.9K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 61.5K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $4M | 64.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $4M | 66.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $507,893 | 8.7K | Q4 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $296,397 | 5.1K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $19M | 329.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $836,865 | 14.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $24M | 420.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $442,366 | 7.7K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $377,348 | 6.4K | Q4 2025OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $9,843 | 171 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $20M | 353.3K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $1M | 19.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $722,922 | 12.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 76.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 72.2K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $6M | 113.5K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $272,082 | 4.7K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $546,438 | 9.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $70,725 | 1.3K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $20M | 341.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $612,364 | 10.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $211,110 | 3.6K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $39,527 | 686 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $35M | 607.1K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $247,591 | 4.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $482,856 | 8.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $392,168 | 6.8K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $243,675 | 4.2K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $41,256 | 716 | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $36,639 | 636 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $380,267 | 6.6K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $287,841 | 4.9K | Q4 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $226,934 | 3.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $18,438 | 320 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $3M | 47.5K | Q4 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $900,946 | 15.6K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $10,045 | 174 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $405,933 | 7.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $35M | 610.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 48.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $810,113 | 14.1K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $20,138 | 344 | Q4 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $54,660 | 790 | Q2 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.00% | $235,769 | 4.2K | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $10,378 | 150 | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $1M | 17.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $371,755 | 6.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $121,343 | 2.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $746,892 | 13.0K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $484,872 | 8.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $580,249 | 10.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $17,286 | 300 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $4,843 | 70 | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $38,133 | 656 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 35.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $161,739 | 2.8K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $6,313 | 100 | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $841,886 | 14.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 35.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $19M | 331.0K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.00% | $9,219 | 160 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $18,497 | 321 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 44.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 341.6K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $23,048 | 400 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $771,355 | 13.6K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $41,745 | 717 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $54M | 941.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 35.0K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $12M | 210.1K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11M | 196.6K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $38,878 | 675 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $223,512 | 3.8K | Q4 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $12,645 | 216 | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $954,319 | 16.3K | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $15,291 | 221 | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $9,249 | 158 | Q4 2025OLDER |
| Haverford Trust Co$10.9B AUM | 0.00% | $277,959 | 4.8K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $455,198 | 7.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $5M | 79.1K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $497,606 | 8.6K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $10,430 | 181 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $9,507 | 165 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $294,738 | 5.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $601,887 | 10.6K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 83.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 37.7K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $18,900 | 328 | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 26.6K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $31M | 538.4K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.00% | $379,831 | 6.6K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $450,069 | 7.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 121.5K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $597,777 | 10.4K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $190,146 | 3.3K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $7,721 | 134 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $5M | 93.6K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $600,210 | 10.4K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $6,915 | 120 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $4M | 65.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $336,152 | 5.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $8,681 | 149 | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $235,320 | 4.1K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $17,920 | 311 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $8,297 | 144 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $94,165 | 1.6K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $468,209 | 8.1K | Q2 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $119,389 | 2.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $34,860 | 605 | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $3M | 53.6K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $524,342 | 9.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.