| FLAGSHIP HARBOR ADVISORS, LLC | 1691766 | $2.6B | 752 | Q2 2026 |
| North Reef Capital Management LP | 1867831 | $2.6B | 43 | Q2 2026 |
| FEINBERG STEPHEN | 947822 | $2.6B | 5 | last filed Q3 2020 |
| MARTIN CURRIE LTD | 1094499 | $2.6B | 51 | last filed Q2 2025 |
| GenTrust, LLC | 1697110 | $2.6B | 201 | Q2 2026 |
| FIRST HORIZON CORP | 36966 | $2.6B | 1,527 | Q2 2026 |
| GM Advisory Group, LLC | 1598304 | $2.6B | 372 | last filed Q1 2026 |
| BLS Capital Fondsmaeglerselskab A/S | 1670104 | $2.6B | 11 | Q2 2026 |
| Meritage Group LP | 1427119 | $2.6B | 12 | Q2 2026 |
| Motley Fool Asset Management LLC | 1512814 | $2.6B | 249 | Q2 2026 |
| Paralel Advisors LLC | 1895911 | $2.6B | 126 | Q2 2026 |
| McAdam, LLC | 1695490 | $2.6B | 516 | Q2 2026 |
| Delek Group, Ltd. | 1361371 | $2.6B | 220 | last filed Q2 2019 |
| Venturi Wealth Management, LLC | 1666363 | $2.6B | 632 | Q2 2026 |
| PFG Investments, LLC | 1973224 | $2.6B | 1,295 | Q2 2026 |
| Trilogy Capital Inc. | 1722512 | $2.6B | 400 | Q2 2026 |
| PAULSON & CO. INC. | 1035674 | $2.6B | 8 | Q2 2026 |
| Root Financial Partners, LLC | 1977181 | $2.6B | 407 | Q2 2026 |
| ECLIPSE OPERATIONS, LLC | 1908066 | $2.6B | 2 | Q2 2026 |
| Moors & Cabot, Inc. | 1607239 | $2.6B | 955 | Q2 2026 |
| CSS LLC/IL | 1103646 | $2.6B | 850 | Q2 2026 |
| Chesley Taft & Associates LLC | 1164632 | $2.6B | 369 | Q2 2026 |
| STALEY CAPITAL ADVISERS INC | 1106565 | $2.6B | 193 | Q2 2026 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 1484148 | $2.6B | 38 | Q2 2026 |
| Ausdal Financial Partners, Inc. | 1667146 | $2.6B | 1,034 | Q2 2026 |
| CAPITAL COUNSEL LLC/NY | 1114928 | $2.6B | 58 | Q2 2026 |
| Tekla Capital Management LLC | 1300336 | $2.6B | 166 | last filed Q2 2023 |
| ROCKLAND TRUST CO | 84616 | $2.5B | 317 | Q2 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | $2.5B | 270 | Q2 2026 |
| British Airways Pensions Investment Management Ltd | 1536558 | $2.5B | 96 | last filed Q2 2021 |
| NORTH STAR ASSET MANAGEMENT INC | 1056559 | $2.5B | 372 | Q2 2026 |
| Sageworth Trust Co | 1482688 | $2.5B | 127 | Q2 2026 |
| Quantbot Technologies LP | 1512991 | $2.5B | 1,893 | Q2 2026 |
| Pine Valley Investments Ltd Liability Co | 1975417 | $2.5B | 571 | Q2 2026 |
| Visionary Wealth Advisors | 1802984 | $2.5B | 666 | Q2 2026 |
| Integral Health Asset Management, LLC | 1773206 | $2.5B | 90 | Q2 2026 |
| PIEDMONT INVESTMENT ADVISORS INC | 1270341 | $2.5B | 803 | last filed Q1 2020 |
| SPRING CREEK CAPITAL LLC | 1451531 | $2.5B | 823 | last filed Q1 2022 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 897599 | $2.5B | 117 | Q2 2026 |
| Kodai Capital Management LP | 1999612 | $2.5B | 145 | last filed Q1 2025 |
| Index Fund Advisors, Inc. | 1665097 | $2.5B | 135 | Q2 2026 |
| Luxor Capital Group, LP | 1316580 | $2.5B | 46 | Q2 2026 |
| Nippon Life Global Investors Americas, Inc. | 1040190 | $2.5B | 101 | Q2 2026 |
| Entropy Technologies, LP | 1976151 | $2.5B | 929 | Q2 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | $2.5B | 109 | Q2 2026 |
| Electron Capital Partners, LLC | 1586986 | $2.5B | 46 | Q2 2026 |
| Delta Accumulation, LLC | 1808389 | $2.5B | 83 | Q2 2026 |
| Gratus Capital, LLC | 1652103 | $2.5B | 371 | last filed Q2 2024 |
| ADVISOR PARTNERS II, LLC | 1954015 | $2.5B | 1,252 | last filed Q3 2023 |
| Route One Investment Company, L.P. | 1512171 | $2.5B | 20 | Q2 2026 |
| SOFI WEALTH, LLC | 1925582 | $2.5B | 52 | Q2 2026 |
| SEVEN GRAND MANAGERS, LLC | 1909126 | $2.5B | 176 | Q2 2026 |
| HRTG GPE, LLC | 1537455 | $2.5B | 6 | Q2 2026 |
| StoneX Group Inc. | 913760 | $2.5B | 1,464 | Q2 2026 |
| Diameter Capital Partners LP | 1727012 | $2.5B | 36 | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | $2.5B | 995 | Q2 2026 |
| Valiant Capital Management, L.P. | 1452689 | $2.5B | 26 | Q2 2026 |
| SIMON QUICK ADVISORS, LLC | 1692038 | $2.5B | 421 | Q2 2026 |
| Pinnacle Wealth Advisors | 1698283 | $2.5B | 463 | last filed Q2 2021 |
| Birch Hill Investment Advisors LLC | 1424177 | $2.5B | 211 | Q2 2026 |
| Csenge Advisory Group | 1715593 | $2.5B | 760 | Q2 2026 |
| RENAISSANCE GROUP LLC | 944234 | $2.5B | 234 | Q2 2026 |
| North Dakota State Investment Board | 2064039 | $2.5B | 826 | Q2 2026 |
| Marathon Asset Management Ltd | 1861026 | $2.5B | 74 | Q2 2026 |
| SAX WEALTH ADVISORS, LLC | 1846150 | $2.5B | 537 | Q2 2026 |
| Smith Group Asset Management, LLC | 1893134 | $2.5B | 166 | Q2 2026 |
| Port Capital LLC | 1729212 | $2.5B | 108 | Q2 2026 |
| Laird Norton Wetherby Wealth Management, LLC | 1279627 | $2.4B | 930 | last filed Q3 2025 |
| DAVIDSON INVESTMENT ADVISORS | 1140771 | $2.4B | 123 | Q2 2026 |
| Northeast Financial Consultants Inc | 1599863 | $2.4B | 299 | last filed Q2 2025 |
| Obermeyer Wealth Partners | 1349654 | $2.4B | 300 | Q2 2026 |
| First Beijing Investment Ltd | 1701717 | $2.4B | 11 | Q2 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1639753 | $2.4B | 73 | Q2 2026 |
| Inspire Investing, LLC | 1670139 | $2.4B | 1,266 | Q2 2026 |
| LANSDOWNE PARTNERS (UK) LLP | 1608485 | $2.4B | 26 | Q2 2026 |
| Generate Investment Management Ltd | 2025905 | $2.4B | 90 | Q2 2026 |
| RNC CAPITAL MANAGEMENT LLC | 51762 | $2.4B | 181 | Q2 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | 1134283 | $2.4B | 181 | Q2 2026 |
| Nationwide Fund Advisors | 1097218 | $2.4B | 8 | Q2 2026 |
| Aristotle Atlantic Partners, LLC | 1697267 | $2.4B | 117 | Q2 2026 |
| BLACKHILL CAPITAL INC | 872162 | $2.4B | 47 | Q2 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1389507 | $2.4B | 113 | Q2 2026 |
| RBF Capital, LLC | 1134621 | $2.4B | 509 | Q2 2026 |
| Cavalier Investments, LLC | 1655543 | $2.4B | 49 | Q2 2026 |
| Empirical Finance, LLC | 1572838 | $2.4B | 505 | Q2 2026 |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 1702122 | $2.4B | 8 | Q2 2026 |
| Merriman Wealth Management, LLC | 1568389 | $2.4B | 209 | last filed Q4 2024 |
| ArrowMark Colorado Holdings LLC | 1483859 | $2.4B | 296 | Q2 2026 |
| LGT Fund Management Co Ltd. | 1911284 | $2.4B | 235 | Q2 2026 |
| Relyea Zuckerberg Hanson LLC | 1793691 | $2.4B | 302 | Q2 2026 |
| SouthState Bank Corp | 764038 | $2.4B | 1,313 | Q2 2026 |
| EQUITABLE TRUST CO | 33250 | $2.4B | 452 | Q2 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1672142 | $2.4B | 181 | Q2 2026 |
| Barrett Asset Management, LLC | 1526411 | $2.4B | 229 | last filed Q1 2022 |
| Forest Avenue Capital Management LP | 1944889 | $2.4B | 24 | Q2 2026 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 225602 | $2.4B | 2 | Q2 2026 |
| Sandy Spring Bank | 1457833 | $2.4B | 1,217 | last filed Q1 2025 |
| Parsec Financial Management, Inc. | 1349138 | $2.4B | 295 | last filed Q1 2023 |
| Azora Capital LP | 1700272 | $2.4B | 47 | Q2 2026 |
| AMP Capital Investors Ltd | 1535782 | $2.4B | 111 | last filed Q1 2022 |
| Lombard Odier Asset Management (Europe) Ltd | 1535784 | $2.4B | 211 | Q2 2026 |
| MONTAG A & ASSOCIATES INC | 829407 | $2.4B | 954 | Q2 2026 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 1259513 | $2.4B | 413 | last filed Q3 2019 |
| New Age Alpha Advisors, LLC | 1764807 | $2.4B | 927 | Q2 2026 |
| BNDES Participacoes S.A. | 1715696 | $2.4B | 1 | Q2 2026 |
| SECURITY CAPITAL RESEARCH & MANAGEMENT INC | 1068829 | $2.4B | 42 | last filed Q2 2020 |
| American Portfolios Advisors | 1961150 | $2.4B | 3,531 | last filed Q3 2022 |
| GREENOAKS LLC | 1840735 | $2.4B | 10 | Q2 2026 |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | 1550660 | $2.4B | 14 | Q2 2026 |
| Bowie Capital Management, LLC | 1691982 | $2.4B | 30 | Q2 2026 |
| Hills Bank & Trust Co | 1309148 | $2.3B | 383 | Q2 2026 |
| Klingman & Associates, LLC | 1662449 | $2.3B | 350 | Q2 2026 |
| NORRIS PERNE & FRENCH LLP/MI | 1092290 | $2.3B | 156 | Q2 2026 |
| Heard Capital LLC | 1796409 | $2.3B | 21 | Q2 2026 |
| Azimuth Capital Management LLC | 1352512 | $2.3B | 318 | last filed Q1 2022 |
| Atlas FRM LLC | 1879898 | $2.3B | 25 | Q2 2026 |
| TIEDEMANN ADVISORS, LLC | 1483232 | $2.3B | 272 | last filed Q3 2023 |
| Trust Asset Management LLC | 1608376 | $2.3B | 252 | Q2 2026 |
| NS Partners Ltd | 1657111 | $2.3B | 77 | Q2 2026 |
| Strategic Wealth Advisors Group, LLC | 1548916 | $2.3B | 555 | last filed Q3 2022 |
| Cornerstone Wealth Management, LLC | 1674117 | $2.3B | 745 | Q2 2026 |
| Madison Avenue Partners, LP | 1801265 | $2.3B | 25 | Q2 2026 |
| Logos Global Management LP | 1792126 | $2.3B | 68 | Q2 2026 |
| Procyon Advisors, LLC | 1804329 | $2.3B | 588 | Q2 2026 |
| Covington Capital Management | 1323119 | $2.3B | 1,182 | last filed Q3 2022 |
| Accredited Investors Inc. | 1518364 | $2.3B | 299 | Q2 2026 |
| GCM Grosvenor Holdings, LLC | 1939480 | $2.3B | 24 | Q2 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1484205 | $2.3B | 727 | Q2 2026 |
| TCI Wealth Advisors, Inc. | 1583751 | $2.3B | 265 | Q2 2026 |
| Linscomb Wealth, Inc. | 1313294 | $2.3B | 311 | Q2 2026 |
| Elser Financial Planning, Inc | 2028202 | $2.3B | 124 | Q2 2026 |
| CAMBIAR INVESTORS LLC | 823621 | $2.3B | 150 | Q2 2026 |
| Smith Salley Wealth Management | 1482012 | $2.3B | 275 | Q2 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | 1009006 | $2.3B | 294 | Q2 2026 |
| SYON CAPITAL LLC | 1999353 | $2.3B | 949 | Q2 2026 |
| Bryn Mawr Trust Advisors, LLC | 1700481 | $2.3B | 456 | Q2 2026 |
| Goelzer Investment Management, Inc. | 1550057 | $2.3B | 314 | Q2 2026 |
| ARES MANAGEMENT LLC | 1259313 | $2.3B | 44 | Q2 2026 |
| LA FINANCIERE DE L'ECHIQUIER | 1673995 | $2.3B | 104 | last filed Q2 2024 |
| Carlson Capital Management | 1581298 | $2.3B | 112 | last filed Q4 2024 |
| ARS Investment Partners, LLC | 733020 | $2.3B | 181 | Q2 2026 |
| ALERUS FINANCIAL NA | 919458 | $2.3B | 506 | Q2 2026 |
| COLUMBUS CIRCLE INVESTORS | 1228773 | $2.3B | 126 | last filed Q4 2020 |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1044797 | $2.3B | 48 | Q2 2026 |
| PALLADIUM PARTNERS LLC | 1436871 | $2.3B | 332 | last filed Q1 2022 |
| Sullivan, Bruyette, Speros & Blaney, LLC | 1599904 | $2.3B | 416 | last filed Q1 2021 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 1854440 | $2.3B | 10 | Q2 2026 |
| CQS Cayman LP | 1431256 | $2.3B | 142 | last filed Q3 2019 |
| TIG Advisors, LLC | 1358253 | $2.3B | 102 | Q2 2026 |
| TEXAS PERMANENT SCHOOL FUND CORP | 1223779 | $2.3B | 15 | Q2 2026 |
| GW HENSSLER & ASSOCIATES LTD | 1080369 | $2.2B | 268 | Q2 2026 |
| LOWE BROCKENBROUGH & CO INC | 22657 | $2.2B | 341 | Q2 2026 |
| HEARTLAND ADVISORS INC | 937394 | $2.2B | 244 | Q2 2026 |
| Edge Capital Group, LLC | 1767220 | $2.2B | 332 | last filed Q4 2024 |
| 3EDGE Asset Management, LP | 1665605 | $2.2B | 94 | Q2 2026 |
| Walgreens Boots Alliance, Inc. | 1618921 | $2.2B | 1 | last filed Q2 2025 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1329375 | $2.2B | 73 | Q2 2026 |
| Garde Capital, Inc. | 1616328 | $2.2B | 224 | Q2 2026 |
| Meridiem Capital Partners LP | 2026798 | $2.2B | 83 | Q2 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | 1320168 | $2.2B | 80 | Q2 2026 |
| Sound Income Strategies, LLC | 1730960 | $2.2B | 483 | Q2 2026 |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | $2.2B | 596 | Q2 2026 |
| Highstreet Asset Management Inc. | 1484368 | $2.2B | 649 | last filed Q4 2019 |
| Checchi Capital Advisers, LLC | 1598186 | $2.2B | 603 | Q2 2026 |
| NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 763848 | $2.2B | 152 | last filed Q3 2020 |
| ALLEGHANY CORP /DE | 775368 | $2.2B | 25 | last filed Q3 2022 |
| Affinity Asset Advisors, LLC | 1773195 | $2.2B | 110 | Q2 2026 |
| BSN CAPITAL PARTNERS Ltd | 1911876 | $2.2B | 26 | Q2 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1018674 | $2.2B | 525 | Q2 2026 |
| 1ST SOURCE BANK | 356264 | $2.2B | 289 | Q2 2026 |
| Thematics Asset Management | 1956031 | $2.2B | 125 | last filed Q3 2025 |
| TANG CAPITAL MANAGEMENT LLC | 1232621 | $2.2B | 41 | Q2 2026 |
| Leeward Investments, LLC - MA | 1923173 | $2.2B | 140 | Q2 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | 1929170 | $2.2B | 628 | Q2 2026 |
| AdvisorNet Financial, Inc | 1409362 | $2.2B | 2,266 | Q2 2026 |
| Greenwoods Asset Management Hong Kong Ltd. | 1848138 | $2.2B | 21 | Q2 2026 |
| ADAR1 Capital Management, LLC | 1940272 | $2.2B | 272 | Q2 2026 |
| Rehmann Capital Advisory Group | 1633037 | $2.2B | 702 | Q2 2026 |
| CORTLAND ADVISERS LLC | 1568990 | $2.2B | 32 | last filed Q3 2019 |
| Point72 Hong Kong Ltd | 1599822 | $2.2B | 430 | last filed Q3 2025 |
| Traynor Capital Management, Inc. | 1666786 | $2.2B | 335 | Q2 2026 |
| Integrated Advisors Network LLC | 1660177 | $2.2B | 674 | Q2 2026 |
| Pinnacle Advisory Group, Inc. | 1504404 | $2.2B | 247 | last filed Q1 2021 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 860486 | $2.2B | 411 | Q2 2026 |
| J.Safra Asset Management Corp | 1535293 | $2.2B | 633 | Q2 2026 |
| Palo Alto Investors LP | 1306923 | $2.2B | 54 | Q2 2026 |
| Contrarius Group Holdings Ltd | 2054801 | $2.2B | 34 | Q2 2026 |
| LAKE STREET ADVISORS GROUP, LLC | 1724269 | $2.2B | 646 | last filed Q4 2024 |
| Ameritas Investment Company, LLC | 938165 | $2.2B | 707 | last filed Q3 2021 |
| ODDO BHF ASSET MANAGEMENT SAS | 1686970 | $2.2B | 253 | Q2 2026 |
| StepStone Group LP | 1502287 | $2.2B | 23 | Q2 2026 |
| MONEY CONCEPTS CAPITAL CORP | 716851 | $2.2B | 633 | Q2 2026 |
| Maren Capital LLC | 1961415 | $2.2B | 17 | Q2 2026 |
| Quinn Opportunity Partners LLC | 1633275 | $2.2B | 354 | Q2 2026 |
| Osmosis Investment Management UK Ltd | 1780700 | $2.2B | 452 | Q2 2026 |
| Voss Capital, LP | 1730145 | $2.2B | 52 | Q2 2026 |
| KLS Professional Advisors Group, LLC | 1532292 | $2.2B | 25 | last filed Q2 2019 |
| Plante Moran Financial Advisors, LLC | 1424717 | $2.1B | 1,589 | Q2 2026 |
| GREENWOOD GEARHART LLC | 1084683 | $2.1B | 168 | Q2 2026 |
| DOWLING & YAHNKE LLC | 1133197 | $2.1B | 373 | last filed Q3 2022 |
| MV CAPITAL MANAGEMENT, INC. | 1633366 | $2.1B | 1,331 | Q2 2026 |
| S&G Foundation | 1874163 | $2.1B | 21 | Q2 2026 |
| Pennsylvania Trust Co | 1560808 | $2.1B | 351 | last filed Q1 2020 |
| Ninety One North America, Inc. | 1633343 | $2.1B | 106 | Q2 2026 |
| Uniplan Investment Counsel, Inc. | 1520710 | $2.1B | 175 | Q2 2026 |
| BBR PARTNERS, LLC | 1352467 | $2.1B | 250 | Q2 2026 |
| Gobi Capital LLC | 1698060 | $2.1B | 13 | Q2 2026 |
| MIDLAND WEALTH ADVISORS, LLC | 1990058 | $2.1B | 160 | Q2 2026 |
| Caligan Partners LP | 1727492 | $2.1B | 26 | Q2 2026 |
| Cyndeo Wealth Partners, LLC | 1950947 | $2.1B | 517 | Q2 2026 |
| Stairway Partners, LLC | 1454138 | $2.1B | 18 | Q2 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | 1007524 | $2.1B | 231 | Q2 2026 |
| Main Street Research LLC | 1513211 | $2.1B | 140 | Q2 2026 |
| Philosophy Capital Management LLC | 1869199 | $2.1B | 40 | Q2 2026 |
| SPO ADVISORY CORP | 919468 | $2.1B | 12 | last filed Q4 2018 |
| Portman Square Capital LLP | 1966898 | $2.1B | 71 | Q2 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | $2.1B | 462 | Q2 2026 |
| Nextech Invest Ltd. | 1595430 | $2.1B | 15 | Q2 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | $2.1B | 585 | Q2 2026 |
| Oak Grove Capital LLC | 1661762 | $2.1B | 97 | Q2 2026 |
| BBVA USA Bancshares, Inc. | 1409775 | $2.1B | 539 | last filed Q1 2021 |
| OAKWORTH CAPITAL, INC. | 1588871 | $2.1B | 940 | Q2 2026 |
| GDS Wealth Management | 1940869 | $2.1B | 232 | Q2 2026 |
| Strategic Financial Services, Inc. | 1432539 | $2.1B | 150 | last filed Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 819864 | $2.1B | 2,262 | Q2 2026 |
| Willis Investment Counsel | 1310929 | $2.1B | 125 | Q2 2026 |
| BERKLEY W R CORP | 11544 | $2.1B | 337 | Q2 2026 |
| Shaolin Capital Management LLC | 1766806 | $2.1B | 552 | Q2 2026 |
| Cerberus Capital Management, L.P. | 1525907 | $2.1B | 12 | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1109767 | $2.1B | 789 | Q2 2026 |
| Resonant Capital Advisors, LLC | 1803236 | $2.1B | 538 | Q2 2026 |
| Index Venture Associates VI Ltd | 1755035 | $2.1B | 3 | Q2 2026 |
| OneAscent Financial Services LLC | 1780985 | $2.1B | 605 | Q2 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1622346 | $2.1B | 6 | Q2 2026 |
| XN Exponent Advisors LLC | 1843228 | $2.1B | 27 | last filed Q3 2021 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1033505 | $2.1B | 304 | last filed Q3 2025 |
| Irenic Capital Management LP | 1929389 | $2.1B | 47 | Q2 2026 |
| TruWealth Advisors, LLC | 1834985 | $2.1B | 182 | last filed Q1 2026 |
| TECTONIC ADVISORS LLC | 1859918 | $2.1B | 289 | Q2 2026 |
| Kovack Advisors, Inc. | 1728321 | $2.1B | 1,070 | Q2 2026 |
| BREWIN DOLPHIN LTD | 1954243 | $2.1B | 621 | last filed Q2 2022 |
| NAYA CAPITAL MANAGEMENT UK LTD | 1665012 | $2.1B | 4 | Q2 2026 |
| CIDEL ASSET MANAGEMENT INC | 1621915 | $2.1B | 480 | Q2 2026 |
| Ocean Park Asset Management, LLC | 1538052 | $2.1B | 81 | Q2 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1165805 | $2.1B | 131 | Q2 2026 |
| OSTRUM ASSET MANAGEMENT | 1767945 | $2.1B | 549 | Q2 2026 |
| AJ WEALTH STRATEGIES, LLC | 1744073 | $2.1B | 297 | last filed Q2 2023 |
| Diversified Enterprises, LLC | 2037264 | $2.1B | 425 | Q2 2026 |
| DNCA FINANCE | 1752759 | $2.1B | 118 | Q2 2026 |
| SPINNAKER TRUST | 1158970 | $2.1B | 309 | Q2 2026 |