LOGITECH INTL S A
CUSIP H50430232
Logitech Intl S A has 369 institutional holders in Filings Flow’s 13F database, together reporting 69.81M shares worth $5.9B as of Q1 2026. The largest reported holders are Ubs Group AG, Vanguard Group Inc, and Vontobel Holding Ltd..
Institutional Holders
369
Q1 2026
Reported Value
$5.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Haven Global Partners, LLC$106M AUM | 13.50% | $14M | 159.4K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 3.14% | $238M | 2.61M | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 1.51% | $439M | 4.85M | Q1 2026OLDER |
| NatWest Group plc$462M AUM | 1.32% | $6M | 66.9K | Q1 2026OLDER |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$262M AUM | 1.29% | $3M | 37.6K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 1.29% | $22M | 240.1K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 1.28% | $34M | 378.2K | Q1 2026OLDER |
| AMJ Financial Wealth Management$424M AUM | 1.23% | $5M | 51.7K | Q4 2025OLDER |
| denkapparat Operations GmbH$242M AUM | 1.01% | $2M | 26.8K | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 1.00% | $3M | 35.6K | Q2 2026 |
| Bellecapital International Ltd.$554M AUM | 0.93% | $5M | 57.2K | Q1 2026OLDER |
| GAM Holding AG$1.6B AUM | 0.92% | $14M | 140.8K | Q4 2025OLDER |
| Norris Financial Group, LLC$108M AUM | 0.92% | $1M | 12.0K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.81% | $47M | 525.7K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 0.71% | $29M | 320.2K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.67% | $7M | 77.1K | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.66% | $4M | 39.6K | Q1 2026OLDER |
| Concentric Capital Strategies, LP$1.2B AUM | 0.65% | $13M | 134.5K | Q4 2025OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.60% | $9M | 89.5K | Q4 2025OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.58% | $7M | 82.0K | Q1 2026OLDER |
| SALT Holding Corp.$165M AUM | 0.54% | $889,605 | 9.8K | Q1 2026OLDER |
| CDC Financial, Inc.$157M AUM | 0.47% | $1M | 10.1K | Q4 2025OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.47% | $67M | 735.7K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.47% | $216M | 2.40M | Q1 2026OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.47% | $5M | 50.9K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.42% | $6M | 58.8K | Q3 2025OLDER |
| 111 Capital$406M AUM | 0.40% | $2M | 17.7K | Q4 2025OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.35% | $8M | 88.2K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.30% | $365,209 | 4.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.30% | $189M | 2.07M | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.29% | $14M | 151.1K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.29% | $322,877 | 3.2K | Q4 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.28% | $267M | 2.96M | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.26% | $85M | 940.5K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.24% | $61M | 669.8K | Q1 2026OLDER |
| AFFINITY INVESTMENT ADVISORS, LLC$160M AUM | 0.24% | $375,870 | 4.1K | Q1 2026OLDER |
| Willis Investment Counsel$1.8B AUM | 0.22% | $4M | 45.1K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.22% | $36M | 393.8K | Q1 2026OLDER |
| Militia Capital Partners, LP$263M AUM | 0.21% | $551,210 | 5.5K | Q4 2025OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.21% | $329,487 | 3.6K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.20% | $14M | 152.3K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.20% | $898,000 | 9.0K | Q4 2025OLDER |
| DV EQUITIES, LLC$558M AUM | 0.20% | $1M | 11.1K | Q4 2025OLDER |
| BLI - Banque de Luxembourg Investments$3.3B AUM | 0.20% | $7M | 64.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.18% | $165M | 1.82M | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.18% | $69M | 752.5K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.16% | $13M | 146.0K | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.16% | $100M | 1.11M | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.16% | $152M | 1.69M | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.14% | $2M | 23.9K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.13% | $1M | 14.5K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.13% | $329,703 | 3.6K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.13% | $2M | 21.7K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.12% | $2M | 23.9K | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.12% | $98M | 1.05M | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.12% | $798M | 8.76M | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.12% | $28M | 306.1K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.12% | $134,493 | 1.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.11% | $3M | 30.7K | Q1 2026OLDER |
| SIERRA SUMMIT ADVISORS LLC$688M AUM | 0.11% | $744,234 | 7.4K | Q4 2025OLDER |
| Militia Capital Management LLC$454M AUM | 0.11% | $501,160 | 5.5K | Q2 2026 |
| Trexquant Investment LP$13.9B AUM | 0.11% | $15M | 167.3K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.11% | $5M | 55.5K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.10% | $414,213 | 4.5K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.10% | $722,474 | 8.0K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.09% | $79M | 870.8K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.09% | $1M | 15.3K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.09% | $18M | 178.8K | Q4 2025OLDER |
| PCM Encore, LLC$486M AUM | 0.09% | $420,154 | 4.6K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.08% | $2M | 18.9K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.08% | $938,961 | 9.4K | Q4 2025OLDER |
| DGS Capital Management, LLC$609M AUM | 0.08% | $475,829 | 5.2K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.08% | $6M | 71.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.07% | $1M | 11.2K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.07% | $383,889 | 4.2K | Q1 2026OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.07% | $257,966 | 2.6K | Q4 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.07% | $158,396 | 2.2K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.07% | $397,830 | 4.4K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 0.07% | $232,009 | 2.3K | Q4 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.07% | $1M | 11.7K | Q1 2026OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.07% | $18M | 197.7K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.07% | $5M | 59.9K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.07% | $306,974 | 3.1K | Q2 2026 |
| Groupe la Francaise$7.3B AUM | 0.06% | $5M | 51.8K | Q1 2026OLDER |
| AustralianSuper Pty Ltd$19.2B AUM | 0.06% | $14M | 132.2K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.06% | $189M | 2.07M | Q1 2026OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.06% | $2M | 27.1K | Q1 2026OLDER |
| New Vernon Capital Holdings II LLC$136M AUM | 0.06% | $126,377 | 1.3K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.06% | $110M | 1.21M | Q1 2026OLDER |
| Mediolanum International Funds Ltd$9.4B AUM | 0.05% | $5M | 57.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.05% | $2M | 19.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.05% | $125M | 1.39M | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.05% | $58M | 628.9K | Q1 2026OLDER |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.05% | $2M | 16.2K | Q4 2025OLDER |
| CenterStar Asset Management, LLC$797M AUM | 0.05% | $222,021 | 2.0K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $212,560 | 2.1K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.04% | $965,915 | 10.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.04% | $94M | 1.04M | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.04% | $281,001 | 2.6K | Q3 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.04% | $206,842 | 2.3K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.04% | $252,154 | 2.3K | Q3 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.04% | $4M | 46.9K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.04% | $152M | 1.67M | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.04% | $46M | 512.6K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $349,927 | 3.5K | Q4 2025OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.04% | $224,393 | 2.2K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.04% | $164M | 1.80M | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.04% | $20M | 224.8K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.04% | $229,714 | 2.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.04% | $61M | 670.5K | Q1 2026OLDER |
| OSSIAM$5.7B AUM | 0.04% | $2M | 22.9K | Q1 2026OLDER |
| Eisler Capital Management Ltd.$22.6B AUM | 0.04% | $8M | 75.0K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.04% | $11M | 120.9K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.03% | $1M | 14.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.03% | $7M | 66.7K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 22.9K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $8M | 75.1K | Q4 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.03% | $13M | 142.8K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.03% | $417,967 | 4.6K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.03% | $72,505 | 771 | Q2 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.03% | $333,628 | 3.2K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $33M | 359.6K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.03% | $3M | 29.6K | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.03% | $19M | 212.6K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.03% | $737,926 | 8.2K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.03% | $154,299 | 1.5K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.03% | $121M | 1.30M | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.03% | $446,176 | 4.3K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.03% | $9M | 100.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 18.1K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.03% | $1M | 14.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $233,814 | 2.6K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $652,926 | 6.0K | Q3 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.02% | $120,648 | 1.1K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $208,118 | 2.3K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.02% | $2M | 25.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.02% | $103M | 1.15M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 20.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $18M | 195.9K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.02% | $36,083 | 396 | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $7M | 78.5K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.02% | $2M | 25.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.02% | $246,855 | 2.6K | Q2 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.02% | $2M | 16.9K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.02% | $200,464 | 2.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $20M | 222.8K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $302,746 | 3.3K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.02% | $7M | 76.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $178M | 1.95M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $49M | 579.6K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.02% | $17M | 187.7K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.02% | $26M | 281.4K | Q1 2026OLDER |
| Exane Asset Management$489M AUM | 0.02% | $96,588 | 1.2K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.02% | $612,670 | 6.5K | Q2 2026 |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.02% | $7M | 81.9K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.02% | $848,204 | 11.7K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.02% | $1M | 15.0K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.02% | $4M | 42.4K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $13M | 141.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $7M | 78.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $9M | 103.5K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.02% | $21,629 | 230 | Q2 2026 |
| Osmosis Investment Management UK Ltd$3.7B AUM | 0.01% | $584,869 | 5.7K | Q4 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $829,512 | 9.1K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.01% | $22M | 244.8K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $8M | 75.2K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $7M | 74.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $17M | 186.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $205,476 | 2.3K | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.01% | $3M | 28.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $219M | 2.19M | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $8M | 87.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $593,101 | 6.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 16.4K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $398,365 | 4.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 27.7K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $576,971 | 6.3K | Q1 2026OLDER |
| Vest Financial, LLC$8.3B AUM | 0.01% | $1M | 11.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $116,816 | 1.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $187M | 2.08M | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $7M | 78.0K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.01% | $479,456 | 5.3K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $231,080 | 2.5K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $21M | 191.2K | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $133,478 | 1.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $230,625 | 2.5K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.01% | $16,452 | 150 | Q3 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $242,834 | 2.4K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $744,924 | 8.2K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.01% | $31,680 | 350 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.01% | $434M | 4.67M | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $15M | 164.7K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.01% | $90,515 | 1.0K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.01% | $31,660 | 350 | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $272,810 | 3.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $200,440 | 2.0K | Q4 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.01% | $54,840 | 500 | Q3 2025OLDER |
| Fideuram Asset Management (Ireland) dac$787M AUM | 0.01% | $80,204 | 1.1K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 17.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $269,592 | 2.7K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.01% | $678M | 6.68M | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $36M | 403.2K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.01% | $5M | 52.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $638,569 | 7.0K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 25.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $59M | 646.5K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.01% | $67,794 | 744 | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 12.1K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $524,380 | 4.8K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $220,057 | 2.2K | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $19,318 | 212 | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.01% | $1M | 12.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $889,631 | 9.8K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.01% | $11,285 | 120 | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $229,835 | 2.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 15.6K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $25,605 | 281 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $526,947 | 5.8K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $17,222 | 189 | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $7 | 65 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $226,395 | 2.5K | Q1 2026OLDER |
| MAVERICK CAPITAL LTD$8.7B AUM | 0.01% | $592,730 | 6.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 10.9K | Q4 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.01% | $812,784 | 8.1K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $1M | 12.8K | Q3 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 59.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $36M | 396.3K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $201,284 | 2.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $400,383 | 4.4K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.01% | $971,464 | 10.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $11,539 | 127 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $170,056 | 1.9K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.01% | $514,480 | 7.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $83M | 915.7K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $1M | 11.1K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.01% | $3M | 30.4K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $242,570 | 2.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $203,647 | 2.0K | Q4 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $7M | 72.0K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $936,444 | 10.3K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $234,087 | 2.6K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 14.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $27M | 294.8K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.00% | $247,795 | 2.6K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $267,010 | 2.7K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $5M | 60.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $29,985 | 326 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $10,479 | 115 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $3M | 30.6K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $298,659 | 2.7K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $320,196 | 3.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $15,400 | 169 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $216,175 | 2.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 67.3K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $11,664 | 128 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $11M | 124.7K | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $95,301 | 1.0K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $277,551 | 3.0K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $8M | 89.1K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $523,913 | 5.8K | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.00% | $620,701 | 6.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $200,920 | 2.2K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $19M | 212.5K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.00% | $3,828 | 42 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $210,950 | 2.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 13.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $183,401 | 2.0K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $12M | 134.6K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $2M | 16.6K | Q3 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $218,050 | 2.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 28.8K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $3,189 | 35 | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $5,012 | 55 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 33.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $17M | 186.3K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $4M | 35.9K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $240,965 | 2.4K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $7M | 78.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11M | 114.0K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $228,244 | 2.1K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $117,454 | 1.3K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $4,641 | 50 | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.00% | $208,173 | 1.9K | Q3 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $4,232 | 45 | Q2 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.00% | $282,589 | 3.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $19M | 213.9K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 27.6K | Q3 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $346,712 | 3.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 16.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $424,801 | 4.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $4M | 41.8K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.00% | $265,120 | 2.9K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $320,013 | 3.5K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $3,007 | 33 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 14.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 20.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 162.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $203,463 | 1.9K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 19.3K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $221,522 | 2.1K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 12.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $18,013 | 199 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $12M | 133.6K | Q1 2026OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $581,085 | 5.3K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $944,732 | 10.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $131,578 | 1.4K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $6,105 | 67 | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $996,227 | 11.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $274,859 | 2.5K | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $5,741 | 63 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 21.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $984,002 | 10.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $4,410 | 44 | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $4,420 | 47 | Q2 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $50,029 | 532 | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $8,748 | 96 | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $2,004 | 20 | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $11,390 | 125 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $4,920 | 54 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $261,179 | 2.9K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $616,845 | 6.8K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $9,112 | 100 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $543,786 | 10.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 38.7K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $878,670 | 9.6K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $8,292 | 91 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $204,749 | 2.0K | Q4 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $9,385 | 103 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $101,337 | 1.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $54M | 588.1K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $10,394 | 113 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 27.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $33,988 | 373 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $156,234 | 1.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $6,431 | 61 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,827 | 42 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 34.7K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $1,549 | 17 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 37.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $16,121 | 176 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $421,127 | 4.6K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $5,741 | 63 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $13,668 | 150 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $11M | 124.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $28,612 | 314 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $445,876 | 4.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 11.8K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $364,084 | 4.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $9,052 | 100 | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.00% | $41,004 | 450 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $3,508 | 35 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $204,564 | 2.2K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 35.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $6,379 | 70 | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $1,185 | 13 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $3,371 | 37 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $6,142 | 56 | Q3 2025OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.00% | $911 | 10 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $471,957 | 5.2K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 10.8K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $8M | 85.2K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,926 | 21 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $358,298 | 3.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $91,429 | 912 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $328,153 | 3.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $203,471 | 2.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $251,030 | 2.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $22,508 | 247 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,122 | 97 | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $75,618 | 830 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $350,808 | 3.9K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $5,194 | 57 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 16.8K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $207,389 | 2.3K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $27,974 | 307 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,641 | 18 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $4,192 | 46 | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.00% | $456 | 5 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,276 | 14 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $547 | 6 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $10,661 | 117 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,916 | 32 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $820 | 9 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $2,351 | 25 | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $7,107 | 78 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $2,825 | 31 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $12,575 | 138 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $846 | 9 | Q2 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $2,642 | 29 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $1,731 | 19 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $4,374 | 48 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $4,911 | 49 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,185 | 13 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $82,281 | 903 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,367 | 15 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $301 | 3 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $266,799 | 2.9K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $18,659 | 170 | Q3 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $456 | 5 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $3,479 | 37 | Q2 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,185 | 13 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,554 | 39 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $35,879 | 358 | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $547 | 6 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $78,081 | 715 | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $385,529 | 4.2K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $234,216 | 2.6K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $45,600 | 455 | Q4 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $377 | 4 | Q2 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $365 | 4 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $12,723 | 116 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,606 | 26 | Q4 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $729 | 8 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $11,117 | 122 | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $820 | 9 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $3,330 | 37 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $68,978 | 757 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $911 | 10 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $547 | 6 | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $91 | 1 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $702 | 7 | Q4 2025OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $549 | 5 | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $6,561 | 72 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $6,413 | 70 | Q2 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $274 | 3 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $34,958 | 388 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $182 | 2 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,278 | 25 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $11,377 | 125 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $183 | 2 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $91 | 1 | Q1 2026OLDER |
| NFSG Corp$608M AUM | — | $0 | 0 | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.