CRSPCRISPR THERAPEUTICS AG
CUSIP H17182108 · Yahoo Finance ↗ · Google Finance ↗
Crispr Therapeutics AG (CRSP) has 486 institutional holders in Filings Flow’s 13F database, together reporting 77.13M shares worth $3.7B as of Q1 2026. The largest reported holders are Ark Investment Management LLC, Blackrock, Inc., and Orbis Allan Gray Ltd.
Institutional Holders
486
Q1 2026
Reported Value
$3.7B
Ticker
CRSP
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ARK Investment Management LLC$12.9B AUM | 4.19% | $538M | 11.31M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.01% | $365M | 7.68M | Q1 2026 |
| Orbis Allan Gray Ltd$23.7B AUM | 1.23% | $290M | 6.11M | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.03% | $225M | 4.73M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.01% | $189M | 3.98M | Q1 2026 |
| GSK plc$599M AUM | 25.57% | $153M | 3.22M | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.10% | $140M | 2.95M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $119M | 2.27M | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.01% | $113M | 2.38M | Q1 2026 |
| SR ONE CAPITAL MANAGEMENT, LP$915M AUM | 10.59% | $97M | 2.04M | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $93M | 1.95M | Q1 2026 |
| Amova Asset Management Americas, Inc.$7.1B AUM | 1.25% | $88M | 1.85M | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.06% | $88M | 1.85M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $84M | 1.76M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $78M | 1.65M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.06% | $71M | 1.48M | Q1 2026 |
| EcoR1 Capital, LLC$2.4B AUM | 2.80% | $66M | 1.39M | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $64M | 1.35M | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.01% | $56M | 1.19M | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $54M | 1.14M | Q1 2026 |
| NEA Management Company, LLC$1.8B AUM | 2.86% | $50M | 1.06M | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $49M | 1.04M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $47M | 983.1K | Q1 2026 |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.06% | $46M | 968.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $39M | 828.1K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $38M | 802.2K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $32M | 668.1K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $26M | 546.8K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.01% | $26M | 542.7K | Q1 2026 |
| NORGES BANK$0 AUM | 0.00% | $26M | 490.2K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $23M | 494.2K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.05% | $23M | 475.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20M | 457.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $20M | 414.2K | Q1 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 1.45% | $19M | 400.9K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $18M | 377.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $15M | 311.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 286.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13M | 280.7K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.14% | $12M | 256.8K | Q1 2026 |
| O'Neil Global Advisors, Inc.$14M AUM | 2.01% | $11M | 168.7K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 220.3K | Q1 2026 |
| Woodline Partners LP$26.4B AUM | 0.04% | $9M | 143.6K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $9M | 190.8K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.02% | $9M | 162.4K | Q4 2025OLDER |
| NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM | 0.01% | $8M | 131.3K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $8M | 173.7K | Q1 2026 |
| Contrarius Group Holdings Ltd$1.8B AUM | 0.40% | $8M | 156.6K | Q4 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $8M | 169.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 163.7K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $8M | 158.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7M | 157.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 152.0K | Q1 2026 |
| Affinity Asset Advisors, LLC$1.9B AUM | 0.37% | $7M | 150.0K | Q1 2026 |
| Versant Venture Management, LLC$141M AUM | 5.01% | $7M | 148.8K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.01% | $7M | 154.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $7M | 142.7K | Q1 2026 |
| No Street GP LP$1.5B AUM | 0.44% | $7M | 125.0K | Q4 2025OLDER |
| TANG CAPITAL MANAGEMENT LLC$2.0B AUM | 0.25% | $6M | 100.0K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.05% | $6M | 135.1K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.04% | $6M | 134.1K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 127.2K | Q1 2026 |
| Reynders McVeigh Capital Management, LLC$2.0B AUM | 0.30% | $6M | 123.4K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $6M | 120.5K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.01% | $6M | 117.0K | Q1 2026 |
| KBC Group NV$39.9B AUM | 0.01% | $6M | 116.8K | Q1 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $6M | 116.1K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $5M | 114.8K | Q1 2026 |
| Beck Bode, LLC$591M AUM | 0.86% | $5M | 98.8K | Q4 2025OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.04% | $5M | 108.4K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.07% | $5M | 107.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 106.7K | Q1 2026 |
| DIADEMA PARTNERS LP$588M AUM | 0.86% | $5M | 106.3K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $5M | 96.4K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.07% | $5M | 105.4K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $5M | 105.0K | Q1 2026 |
| Capital International Sarl$6.1B AUM | 0.08% | $5M | 102.3K | Q1 2026 |
| Integral Health Asset Management, LLC$2.1B AUM | 0.45% | $5M | 100.0K | Q2 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $5M | 92.4K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.01% | $5M | 101.2K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 101.0K | Q1 2026 |
| ALGERT GLOBAL LLC$6.6B AUM | 0.07% | $5M | 96.8K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $5M | 96.0K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $5M | 95.8K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $4M | 94.7K | Q1 2026 |
| Baker Chad R$530M AUM | 0.84% | $4M | 93.3K | Q1 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.34% | $4M | 92.5K | Q1 2026 |
| Slow Capital, Inc.$770M AUM | 0.56% | $4M | 91.2K | Q1 2026 |
| Rafferty Asset Management, LLC$24.6B AUM | 0.02% | $4M | 90.3K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.01% | $4M | 90.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.13% | $4M | 89.7K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $4M | 88.6K | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $4M | 86.0K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $4M | 85.3K | Q1 2026 |
| Del-Sette Capital Management, LLC$167M AUM | 2.52% | $4M | 62.5K | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 83.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 82.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 78.5K | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $4M | 76.9K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 75.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 73.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.01% | $3M | 70.5K | Q1 2026 |
| PATHWAY CAPITAL MANAGEMENT, LP$4M AUM | 15.95% | $3M | 50.0K | Q3 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 60.0K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $3M | 64.1K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 62.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 63.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 60.1K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 54.3K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 43.9K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 59.2K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3M | 57.3K | Q1 2026 |
| Green Alpha Advisors, LLC$102M AUM | 2.67% | $3M | 57.0K | Q1 2026 |
| Caption Management, LLC$17.1B AUM | 0.02% | $3M | 57.0K | Q1 2026 |
| CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM | 0.10% | $3M | 56.1K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 55.5K | Q1 2026 |
| Stonepine Capital Management, LLC$250M AUM | 1.91% | $3M | 50.0K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.01% | $2M | 52.5K | Q1 2026 |
| DekaBank Deutsche Girozentrale$60.6B AUM | 0.00% | $2M | 40.7K | Q4 2025OLDER |
| Monashee Investment Management LLC$184M AUM | 1.29% | $2M | 50.0K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.04% | $2M | 49.7K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 49.6K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 49.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 48.0K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.13% | $2M | 47.5K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 47.4K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 47.1K | Q1 2026 |
| Qsemble Capital Management, LP$1.3B AUM | 0.18% | $2M | 40.6K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $2M | 32.4K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 43.9K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $2M | 43.8K | Q1 2026 |
| Privium Fund Management B.V.$480M AUM | 0.42% | $2M | 42.9K | Q1 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.07% | $2M | 41.0K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $2M | 40.3K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.05% | $2M | 39.2K | Q2 2025OLDER |
| Palo Alto Investors LP$654M AUM | 0.29% | $2M | 39.6K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 39.2K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.22% | $2M | 38.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 38.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $2M | 38.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 37.6K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 35.7K | Q1 2026 |
| West Family Investments, Inc.$285M AUM | 0.59% | $2M | 35.5K | Q1 2026 |
| Canal Insurance CO$465M AUM | 0.36% | $2M | 35.1K | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $2M | 25.6K | Q3 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $2M | 34.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 34.8K | Q1 2026 |
| BRAVE ASSET MANAGEMENT INC$467M AUM | 0.39% | $2M | 34.7K | Q1 2026 |
| Capital International, Inc./CA/$13.0B AUM | 0.01% | $2M | 34.3K | Q1 2026 |
| Bouvel Investment Partners, LLC$345M AUM | 0.45% | $2M | 32.5K | Q1 2026 |
| LMR Partners LLP$45.4B AUM | 0.00% | $2M | 31.6K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2M | 31.5K | Q1 2026 |
| BLUE JEAN FINANCIAL LLC$121M AUM | 1.19% | $1M | 28.0K | Q4 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $1M | 29.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 29.1K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 25.9K | Q4 2025OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.19% | $1M | 25.8K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 28.4K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 28.0K | Q1 2026 |
| J. Goldman & Co LP$3.4B AUM | 0.03% | $1M | 27.2K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 26.7K | Q1 2026 |
| Handelsbanken Fonder AB$30.0B AUM | 0.00% | $1M | 26.9K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 26.1K | Q1 2026 |
| Nebula Research & Development LLC$0 AUM | 0.10% | $1M | 25.1K | Q2 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 25.9K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.04% | $1M | 25.3K | Q1 2026 |
| Asset Management One Co., Ltd.$33.9B AUM | 0.00% | $1M | 22.1K | Q4 2025OLDER |
| Hedges Asset Management LLC$142M AUM | 0.84% | $1M | 22.8K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 25.0K | Q1 2026 |
| Deuterium Capital Management, LLC$86M AUM | 1.38% | $1M | 25.0K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $1M | 25.0K | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 24.7K | Q1 2026 |
| CLOUGH CAPITAL PARTNERS L P$1.0B AUM | 0.11% | $1M | 24.7K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 24.6K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.05% | $1M | 24.6K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $1M | 23.7K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 23.1K | Q2 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.01% | $1M | 23.6K | Q1 2026 |
| Ipswich Investment Management Co., Inc.$426M AUM | 0.26% | $1M | 23.5K | Q1 2026 |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.06% | $1M | 21.0K | Q4 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.01% | $1M | 19.9K | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $1M | 21.7K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.03% | $1M | 21.7K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 21.5K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.01% | $1M | 21.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 21.1K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.04% | $995,783 | 20.9K | Q1 2026 |
| Capital Market Strategies LLC$144M AUM | 0.69% | $987,878 | 20.3K | Q2 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $987,331 | 15.2K | Q3 2025OLDER |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.91% | $975,185 | 20.5K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.03% | $973,281 | 20.5K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $954,540 | 20.1K | Q1 2026 |
| Main Management ETF Advisors, LLC$2.7B AUM | 0.03% | $944,000 | 18.0K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $943,218 | 19.8K | Q1 2026 |
| Inspire Advisors, LLC$1.2B AUM | 0.08% | $940,173 | 19.8K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $902,515 | 18.6K | Q2 2025OLDER |
| Abu Dhabi Investment Council Co P.J.S.C$975M AUM | 0.09% | $901,832 | 19.0K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $899,073 | 18.9K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.08% | $892,223 | 18.8K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $881,710 | 18.5K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $862,159 | 18.1K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $852,788 | 17.9K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $852,597 | 17.9K | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.03% | $831,000 | 17.5K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.09% | $827,385 | 17.4K | Q1 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.06% | $810,260 | 17.0K | Q1 2026 |
| Farrow Financial, Inc.$176M AUM | 0.46% | $807,692 | 17.0K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $807,025 | 17.0K | Q1 2026 |
| MYDA Advisors LLC$608M AUM | 0.15% | $786,600 | 15.0K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $780,148 | 16.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $753,048 | 15.8K | Q1 2026 |
| Kassira Wealth Management LLC$109M AUM | 0.69% | $751,083 | 15.8K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $730,699 | 13.9K | Q4 2025OLDER |
| TORNO CAPITAL, LLC$725M AUM | 0.13% | $729,600 | 15.0K | Q2 2025OLDER |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM | 0.37% | $713,550 | 15.0K | Q1 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.20% | $708,508 | 14.9K | Q1 2026 |
| SAXON INTERESTS, INC.$290M AUM | 0.24% | $694,332 | 14.6K | Q1 2026 |
| SFE Investment Counsel$635M AUM | 0.11% | $671,688 | 14.1K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $669,492 | 14.1K | Q1 2026 |
| Entropy Technologies, LP$2.2B AUM | 0.03% | $669,167 | 14.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $645,129 | 13.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $641,783 | 13.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $631,254 | 13.3K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $611,387 | 12.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $608,278 | 12.3K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.05% | $600,000 | 11.4K | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $594,738 | 11.1K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $574,860 | 12.1K | Q1 2026 |
| Capital Group Investment Management Pte. Ltd.$585M AUM | 0.10% | $556,902 | 11.7K | Q1 2026 |
| E Fund Management Co., Ltd.$3.4B AUM | 0.02% | $552,335 | 11.6K | Q1 2026 |
| Jacobs Equity LLC$112M AUM | 0.49% | $551,336 | 11.6K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.02% | $551,000 | 11.6K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $544,014 | 11.4K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $541,286 | 10.3K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $540,634 | 11.1K | Q2 2025OLDER |
| NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM | 0.03% | $528,550 | 11.1K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $527,742 | 11.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $526,317 | 11.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $524,032 | 11.0K | Q1 2026 |
| WINCAP FINANCIAL LLC$185M AUM | 0.35% | $513,388 | 9.8K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $512,472 | 10.8K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $502,720 | 10.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $499,629 | 10.5K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $491,588 | 10.3K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $480,552 | 10.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $478,554 | 10.1K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $472,703 | 9.9K | Q1 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.01% | $465,996 | 9.8K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.03% | $462,000 | 9.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $457,446 | 9.6K | Q1 2026 |
| Jasper Ridge Partners, L.P.$4.5B AUM | 0.01% | $453,770 | 9.5K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.03% | $452,248 | 9.5K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.09% | $452,010 | 9.5K | Q1 2026 |
| PSP Research LLC$188M AUM | 0.32% | $451,915 | 9.5K | Q1 2026 |
| Jupiter Wealth Management LLC$253M AUM | 0.18% | $448,375 | 8.5K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $443,495 | 9.3K | Q1 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.03% | $437,753 | 9.0K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $436,909 | 9.0K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.03% | $436,360 | 9.2K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $430,707 | 8.9K | Q2 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.03% | $427,271 | 12.5K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $426,000 | 9.0K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.07% | $425,752 | 8.9K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $424,610 | 8.9K | Q1 2026 |
| DLD Asset Management, LP$1.1B AUM | 0.03% | $423,038 | 8.7K | Q2 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $413,859 | 8.7K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $409,816 | 8.6K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $406,486 | 8.5K | Q1 2026 |
| XPONANCE LLC$14.1B AUM | 0.00% | $401,301 | 8.4K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $397,829 | 8.4K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $393,023 | 8.3K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $392,000 | 7.5K | Q4 2025OLDER |
| ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM | 0.09% | $391,025 | 8.2K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $390,170 | 8.2K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.06% | $382,707 | 7.3K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $380,703 | 8.0K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.07% | $380,369 | 5.9K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $376,135 | 7.9K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $374,019 | 5.8K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $373,092 | 7.8K | Q1 2026 |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.09% | $371,902 | 7.6K | Q2 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $371,379 | 7.8K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $370,428 | 7.8K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $358,659 | 5.5K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $358,088 | 7.4K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $355,586 | 7.5K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $353,398 | 7.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $352,066 | 7.4K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $338,413 | 7.1K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.21% | $332,312 | 6.3K | Q4 2025OLDER |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.00% | $332,000 | 7.0K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $330,136 | 6.9K | Q1 2026 |
| R Squared Ltd$182M AUM | 0.18% | $329,293 | 6.8K | Q2 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $327,520 | 6.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $324,380 | 6.8K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $320,765 | 6.7K | Q1 2026 |
| Buck Wealth Strategies, LLC$810M AUM | 0.04% | $320,513 | 6.1K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $318,883 | 6.6K | Q2 2025OLDER |
| INCEPTIONR LLC$415M AUM | 0.08% | $312,868 | 6.6K | Q1 2026 |
| Mason & Associates Inc$516M AUM | 0.06% | $312,641 | 7.1K | Q1 2026 |
| Fund Advisors of America Inc/FL$99M AUM | 0.32% | $311,203 | 6.5K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $303,733 | 6.2K | Q2 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.00% | $302,421 | 5.8K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $302,107 | 5.8K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $300,833 | 6.3K | Q1 2026 |
| Quantum Private Wealth, LLC$324M AUM | 0.09% | $299,691 | 6.3K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.05% | $298,700 | 6.2K | Q1 2026 |
| Z3 Capital Partners, LLC$395M AUM | 0.08% | $297,313 | 6.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $296,722 | 6.2K | Q1 2026 |
| Limestone Investment Advisors LP$1.2B AUM | 0.03% | $296,704 | 6.1K | Q2 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $289,541 | 5.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $279,997 | 5.9K | Q1 2026 |
| Intellectus Partners, LLC$490M AUM | 0.06% | $278,047 | 5.8K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $275,354 | 5.2K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $272,688 | 5.2K | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $272,243 | 5.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $271,424 | 4.2K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $268,105 | 5.6K | Q1 2026 |
| Abel Hall, LLC$469M AUM | 0.06% | $267,444 | 5.1K | Q4 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.09% | $266,582 | 5.6K | Q1 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.05% | $266,392 | 5.6K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $262,539 | 5.5K | Q1 2026 |
| Frisch Financial Group, Inc.$478M AUM | 0.06% | $261,000 | 5.4K | Q2 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $255,213 | 5.4K | Q1 2026 |
| HC Advisors, LLC$149M AUM | 0.18% | $253,602 | 3.9K | Q3 2025OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $252,787 | 5.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $252,026 | 5.3K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $248,113 | 5.1K | Q2 2025OLDER |
| PHILADELPHIA TRUST CO$1.4B AUM | 0.02% | $243,000 | 3.8K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $241,323 | 5.1K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $241,093 | 3.7K | Q3 2025OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.10% | $240,466 | 5.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $240,372 | 5.1K | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.09% | $240,277 | 5.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $240,229 | 5.0K | Q1 2026 |
| Bellevue Group AG$4.2B AUM | 0.01% | $238,611 | 5.0K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $238,183 | 5.0K | Q1 2026 |
| Alta Wealth Advisors LLC$308M AUM | 0.11% | $237,558 | 4.9K | Q2 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.00% | $237,374 | 5.0K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $236,257 | 3.6K | Q3 2025OLDER |
| STAPP WEALTH MANAGEMENT, PLLC$78M AUM | 0.32% | $236,103 | 3.6K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $235,804 | 5.0K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $234,742 | 3.6K | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $232,889 | 4.9K | Q1 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $232,094 | 4.9K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $231,300 | 4.9K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $230,568 | 3.6K | Q3 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.07% | $230,281 | 6.8K | Q1 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $230,238 | 4.8K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $228,254 | 4.8K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $227,159 | 3.5K | Q3 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $225,387 | 4.7K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $223,530 | 3.4K | Q3 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $222,031 | 4.2K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $221,201 | 4.7K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $221,139 | 4.2K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $220,097 | 3.4K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $217,469 | 4.1K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $216,921 | 4.6K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $215,873 | 4.5K | Q1 2026 |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.01% | $215,254 | 4.5K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.07% | $215,118 | 2.9K | Q3 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.00% | $214,130 | 3.3K | Q3 2025OLDER |
| Abundance Wealth Counselors$697M AUM | 0.04% | $214,065 | 3.3K | Q3 2025OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.02% | $213,536 | 4.1K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $213,420 | 3.3K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $211,591 | 4.4K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $211,346 | 3.3K | Q3 2025OLDER |
| FIFTH LANE CAPITAL, LP$82M AUM | 0.16% | $209,760 | 4.0K | Q4 2025OLDER |
| Buckland Partners Management Co LLC$165M AUM | 0.12% | $209,760 | 4.0K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $207,623 | 3.8K | Q4 2025OLDER |
| South Street Advisors LLC$690M AUM | 0.03% | $207,586 | 3.2K | Q3 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.06% | $207,405 | 4.4K | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $205,788 | 4.3K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 0.12% | $204,599 | 4.3K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $203,000 | 3.1K | Q3 2025OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $202,934 | 4.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $202,583 | 4.3K | Q1 2026 |
| Signature Wealth Management Partners, LLC$199M AUM | 0.10% | $202,173 | 4.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $201,527 | 3.8K | Q4 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 0.03% | $200,911 | 3.1K | Q3 2025OLDER |
| Rathbones Group PLC$48.4B AUM | 0.00% | $200,716 | 3.1K | Q3 2025OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.08% | $190,280 | 4.0K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $178,000 | 3.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $169,017 | 3.6K | Q1 2026 |
| Corient IA LLC$106M AUM | 0.16% | $168,398 | 3.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $166,008 | 3.5K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.08% | $161,357 | 3.4K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $157,933 | 3.3K | Q1 2026 |
| Western Pacific Wealth Management, LP$98M AUM | 0.16% | $156,981 | 3.3K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $155,274 | 3.0K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $144,470 | 3.0K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $144,000 | 2.7K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $136,526 | 2.9K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $134,054 | 2.8K | Q1 2026 |
| Turn8 Private Wealth Inc.$160M AUM | 0.10% | $134,036 | 2.6K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $133,529 | 2.8K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $131,789 | 2.7K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $131,246 | 2.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $127,154 | 2.7K | Q1 2026 |
| SECTORAL ASSET MANAGEMENT INC$121M AUM | 0.08% | $123,546 | 2.5K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $119,543 | 2.5K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.03% | $115,215 | 2.4K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $114,168 | 2.4K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $107,509 | 2.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $105,510 | 2.2K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $104,036 | 2.2K | Q1 2026 |
| RATIONAL ADVISORS, INC.$980M AUM | 0.01% | $103,652 | 2.1K | Q2 2025OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $101,800 | 2.1K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $99,531 | 1.9K | Q4 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.02% | $95,806 | 2.0K | Q1 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM | 0.06% | $90,383 | 1.9K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $89,546 | 1.8K | Q2 2025OLDER |
| Neo Ivy Capital Management$379M AUM | 0.02% | $82,058 | 1.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $81,020 | 1.5K | Q4 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $79,299 | 1.7K | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $76,000 | 1.4K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $75,208 | 1.6K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $73,448 | 1.5K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $72,354 | 1.5K | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $72,021 | 1.5K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $71,437 | 1.5K | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $70,868 | 1.5K | Q2 2025OLDER |
| Bayforest Capital Ltd$89M AUM | 0.05% | $67,962 | 1.3K | Q4 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $67,000 | 1.4K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $66,930 | 1.4K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $66,550 | 1.4K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $65,504 | 1.4K | Q1 2026 |
| WEXFORD CAPITAL LP$690M AUM | 0.01% | $64,810 | 1.0K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $64,739 | 1.4K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $63,649 | 1.3K | Q1 2026 |
| Strategic Advocates LLC$23M AUM | 0.28% | $63,221 | 1.3K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $63,031 | 1.3K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $62,412 | 1.3K | Q1 2026 |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $61,841 | 1.3K | Q1 2026 |
| STEMPOINT CAPITAL LP$1.0B AUM | 0.01% | $59,000 | 40.0K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $57,607 | 1.2K | Q1 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.00% | $55,586 | 1.1K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $55,348 | 854 | Q3 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.01% | $52,000 | 1.1K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.01% | $51,043 | 1.1K | Q1 2026 |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $47,951 | 1.0K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.01% | $47,570 | 1.0K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $44,002 | 925 | Q1 2026 |
| EMC Capital Management$225M AUM | 0.02% | $38,000 | 700 | Q1 2026 |
| Wood Tarver Financial Group, LLC$362M AUM | 0.01% | $37,000 | 775 | Q2 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $36,772 | 773 | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $36,486 | 767 | Q1 2026 |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.05% | $36,480 | 750 | Q2 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.01% | $35,392 | 744 | Q1 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $33,377 | 515 | Q3 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $32,729 | 688 | Q1 2026 |
| Twin Lakes Capital Management, LLC$220M AUM | 0.01% | $32,443 | 682 | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $32,396 | 681 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $31,831 | 607 | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $30,730 | 646 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $29,160 | 613 | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $28,542 | 600 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $27,861 | 585 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $27,398 | 576 | Q1 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.4B AUM | 0.00% | $27,250 | 10.0K | Q2 2025OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.00% | $26,220 | 500 | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $25,450 | 535 | Q1 2026 |
| Altshuler Shaham Ltd$5.5B AUM | 0.00% | $23,785 | 500 | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $23,785 | 500 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $21,696 | 408 | Q1 2026 |
| Groupe la Francaise$7.3B AUM | 0.00% | $20,473 | 300 | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $20,455 | 430 | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.01% | $19,266 | 405 | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $19,028 | 400 | Q1 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $16,697 | 351 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $16,650 | 350 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $16,650 | 350 | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $16,397 | 253 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $16,079 | 338 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $15,714 | 300 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $15,619 | 241 | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $14,592 | 300 | Q2 2025OLDER |
| CONSULTIVA WEALTH MANAGEMENT, CORP.$34M AUM | 0.04% | $14,271 | 300 | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.00% | $14,271 | 300 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $14,259 | 321 | Q1 2026 |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.01% | $13,473 | 277 | Q2 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $13,320 | 280 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $13,036 | 268 | Q2 2025OLDER |
| PIN OAK INVESTMENT ADVISORS INC$141M AUM | 0.01% | $13,000 | 400 | Q2 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $12,892 | 271 | Q1 2026 |
| SYNTAX RESEARCH, INC.$157M AUM | 0.01% | $12,160 | 250 | Q2 2025OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $12,160 | 250 | Q2 2025OLDER |
| E Fund Management (Hong Kong) Co., Ltd.$220M AUM | 0.01% | $12,130 | 255 | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.01% | $11,893 | 250 | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.01% | $11,694 | 223 | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $11,000 | 230 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $10,855 | 207 | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $10,704 | 225 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $10,704 | 225 | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $10,513 | 221 | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $10,488 | 200 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.