SEC 13F Intelligence

AGNCAGNC INVT CORP

CUSIP 00123Q104 · Yahoo Finance ↗ · Google Finance ↗

Agnc Invt Corp (AGNC) has 665 institutional holders in Filings Flow’s 13F database, together reporting 426.89M shares worth $4.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
665
Q1 2026
Reported Value
$4.3B
Ticker
AGNC
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 338Q1 ’19Q2 ’19: 343Q3 ’19: 344Q4 ’19: 361Q1 ’20: 393Q1 ’20Q2 ’20: 397Q3 ’20: 401Q4 ’20: 420Q1 ’21: 419Q1 ’21Q2 ’21: 427Q3 ’21: 434Q4 ’21: 435Q1 ’22: 425Q1 ’22Q2 ’22: 377Q3 ’22: 376Q4 ’22: 390Q1 ’23: 399Q1 ’23Q2 ’23: 397Q3 ’23: 391Q4 ’23: 438Q1 ’24: 439Q1 ’24Q2 ’24: 444Q3 ’24: 498Q4 ’24: 520Q1 ’25: 539Q1 ’25Q2 ’25: 557Q3 ’25: 580Q4 ’25: 633Q1 ’26: 665Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $3.1BQ1 ’19Q2 ’19: $2.9BQ3 ’19: $2.7BQ4 ’19: $3.5BQ1 ’20: $2.3BQ1 ’20Q2 ’20: $2.5BQ3 ’20: $2.4BQ4 ’20: $2.5BQ1 ’21: $2.3BQ1 ’21Q2 ’21: $2.4BQ3 ’21: $2.2BQ4 ’21: $1.9BQ1 ’22: $1.7BQ1 ’22Q2 ’22: $1.3BQ3 ’22: $1.1BQ4 ’22: $1.4BQ1 ’23: $1.3BQ1 ’23Q2 ’23: $1.2BQ3 ’23: $1.2BQ4 ’23: $1.8BQ1 ’24: $1.8BQ1 ’24Q2 ’24: $1.8BQ3 ’24: $2.1BQ4 ’24: $1.9BQ1 ’25: $3.0BQ1 ’25Q2 ’25: $4.0BQ3 ’25: $3.8BQ4 ’25: $4.5BQ1 ’26: $4.3BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
VANGUARD GROUP INC$6.90T AUM0.02%$1.0B97.75MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$606M60.42MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$496M49.40MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$450M44.90MQ1 2026
UBS Group AG$666.3B AUM0.03%$232M23.10MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$210M20.89MQ1 2026
STATE STREET CORP$2.90T AUM0.01%$194M19.07MQ1 2026
NORGES BANK$0 AUM0.02%$142M13.23MQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM1.13%$127M12.70MQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$116M11.59MQ1 2026
EQUITY INVESTMENT CORP$5.1B AUM1.90%$97M9.69MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$87M8.66MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.09%$78M7.80MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$77M7.72MQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.05%$75M7.47MQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$73M7.27MQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$71M7.07MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$69M6.87MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$67M6.64MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$62M6.23MQ1 2026
LPL Financial LLC$376.6B AUM0.02%$58M5.75MQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.03%$44M4.43MQ1 2026
DAVIDSON INVESTMENT ADVISORS$2.3B AUM1.74%$40M4.02MQ1 2026
Centiva Capital, LP$13.6B AUM0.30%$40M4.01MQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$36M3.56MQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$33M3.25MQ1 2026
Nuveen, LLC$369.3B AUM0.01%$32M3.20MQ1 2026
Advisors Capital Management, LLC$8.6B AUM0.36%$31M3.10MQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.06%$30M2.99MQ1 2026
Focus Partners Wealth$89.9B AUM0.03%$30M2.98MQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.04%$28M2.80MQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$27M2.69MQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$25M2.50MQ1 2026
BARCLAYS PLC$416.3B AUM0.01%$24M2.37MQ1 2026
Invesco Ltd.$653.3B AUM0.00%$23M2.26MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$22M2.27MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$21M2.13MQ1 2026
Swiss National Bank$173.8B AUM0.01%$21M2.12MQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$21M2.06MQ1 2026
FMR LLC$1.90T AUM0.00%$20M2.04MQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.05%$20M1.99MQ1 2026
HBK INVESTMENTS L P$9.9B AUM0.20%$19M1.93MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$19M1.84MQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$18M1.76MQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$17M1.68MQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$15M1.54MQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$15M1.51MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$15M1.51MQ1 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.04%$14M1.33MQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.01%$14M1.44MQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$14M1.43MQ1 2026
Dupree Financial Group, LLC$248M AUM5.63%$14M1.39MQ1 2026
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.04%$13M1.26MQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$12M1.21MQ1 2026
Cetera Investment Advisers$94.0B AUM0.01%$12M1.16MQ1 2026
Advisors Asset Management, Inc.$6.0B AUM0.19%$11M1.11MQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$10M1.01MQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$10M985.9KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$10M965.6KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$10M961.5KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$10M960.4KQ1 2026
FWL INVESTMENT MANAGEMENT, LLC$456M AUM2.03%$9M922.6KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.18%$9M922.5KQ1 2026
Shay Capital LLC$1.2B AUM0.94%$9M853.0KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$9M908.8KQ1 2026
Walleye Trading LLC$60.0B AUM0.02%$9M906.9KQ1 2026
TCW GROUP INC$13.3B AUM0.06%$9M861.0KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.01%$9M848.5KQ1 2026
Boston Partners$95.5B AUM0.01%$8M813.1KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$8M804.2KQ3 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.01%$8M783.7KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.11%$7M664.2KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.63%$7M702.1KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$7M695.1KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$7M671.5KQ1 2026
XTX Topco Ltd$5.8B AUM0.11%$6M631.6KQ1 2026
PEAK6 LLC$42.6B AUM0.01%$6M617.8KQ1 2026
KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM1.88%$6M615.0KQ1 2026
Caption Management, LLC$17.1B AUM0.04%$6M613.7KQ1 2026
BECK CAPITAL MANAGEMENT, LLC$437M AUM1.39%$6M606.9KQ1 2026
ICON ADVISERS INC/CO$433M AUM1.40%$6M604.1KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$6M602.7KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.13%$6M580.3KQ1 2026
THOMPSON SIEGEL & WALMSLEY LLC$5.7B AUM0.10%$6M584.6KQ1 2026
Clearbridge Investments, LLC$114.9B AUM0.01%$6M582.1KQ1 2026
KBC Group NV$39.9B AUM0.01%$6M574.5KQ1 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.06%$6M570.6KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$6M569.9KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$6M523.1KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M555.6KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M512.9KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.38%$5M539.6KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M536.8KQ1 2026
PineBridge Investments, L.P.$13.5B AUM0.04%$5M546.1KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$5M544.0KQ3 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.01%$5M497.0KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$5M486.4KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M479.4KQ1 2026
Treasurer of the State of North Carolina$31.8B AUM0.01%$5M473.4KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$5M472.4KQ1 2026
Jain Global LLC$24.2B AUM0.02%$5M471.9KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.16%$5M465.8KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M443.3KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.01%$4M409.1KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M431.7KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.01%$4M430.7KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$4M453.8KQ2 2025OLDER
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.01%$4M414.1KQ1 2026
Creative Planning$147.4B AUM0.00%$4M412.9KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$4M399.6KQ1 2026
HUB Investment Partners, LLC$4.2B AUM0.09%$4M393.1KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.13%$4M392.8KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$4M378.4KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$4M377.2KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.03%$4M366.3KQ1 2026
Slagle Financial, LLC$303M AUM1.21%$4M366.0KQ1 2026
PFG Investments, LLC$2.1B AUM0.17%$4M364.6KQ1 2026
Penn Mutual Asset Management$20M AUM18.50%$4M360.0KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.01%$4M359.3KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M356.1KQ1 2026
Handelsbanken Fonder AB$30.0B AUM0.01%$4M352.4KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M339.4KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M331.7KQ1 2026
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.11%$3M340.0KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M321.9KQ1 2026
Freestone Grove Partners LP$14.2B AUM0.02%$3M350.7KQ2 2025OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.25%$3M316.8KQ1 2026
Osbon Capital Management LLC$123M AUM2.59%$3M316.2KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M311.0KQ1 2026
NATIXIS$28.0B AUM0.01%$3M305.6KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M304.2KQ1 2026
Waterloo Capital, L.P.$1.4B AUM0.21%$3M301.9KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M299.7KQ1 2026
Arizona State Retirement System$17.1B AUM0.02%$3M294.7KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M294.2KQ1 2026
LFG Wealth Partners, LLC$166M AUM1.87%$3M273.5KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M291.0KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$3M269.8KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.10%$3M287.2KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M276.0KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M272.3KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.03%$3M270.6KQ1 2026
Ethic Inc.$6.4B AUM0.04%$3M269.7KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$3M264.0KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.01%$3M264.2KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$3M260.4KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.03%$3M257.8KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.20%$3M260.4KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M253.5KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$2M243.3KQ1 2026
SCOGGIN MANAGEMENT LP$1.0B AUM0.38%$2M250.0KQ3 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.13%$2M240.5KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M236.1KQ1 2026
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.06%$2M238.4KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.01%$2M236.7KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$2M235.0KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.03%$2M233.5KQ1 2026
Farringdon Capital, Ltd.$457M AUM0.51%$2M230.5KQ1 2026
RBF Capital, LLC$2.0B AUM0.11%$2M230.0KQ1 2026
Jump Financial, LLC$7.5B AUM0.03%$2M229.5KQ1 2026
FORA Capital, LLC$1.4B AUM0.17%$2M225.0KQ1 2026
GraniteShares Advisors LLC$139M AUM1.62%$2M224.2KQ1 2026
Simplicity Wealth,LLC$1.8B AUM0.13%$2M223.8KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.07%$2M223.8KQ1 2026
Pekin Hardy Strauss, Inc.$957M AUM0.23%$2M222.5KQ1 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.08%$2M220.8KQ1 2026
Artemis Investment Management LLP$9.4B AUM0.02%$2M220.2KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M218.1KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M216.9KQ1 2026
Balefire, LLC$613M AUM0.41%$2M216.5KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M214.3KQ1 2026
Sowell Financial Services LLC$2.7B AUM0.08%$2M207.9KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.05%$2M201.7KQ1 2026
American Assets Investment Management, LLC$1.5B AUM0.14%$2M80.0KQ1 2026
Amundi$367.1B AUM0.00%$2M197.6KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M195.2KQ1 2026
Estate Counselors, LLC$1.1B AUM0.17%$2M195.1KQ1 2026
Bramshill Investments, LLC$1.2B AUM0.17%$2M194.3KQ1 2026
Summit Financial, LLC$7.8B AUM0.02%$2M188.6KQ1 2026
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.04%$2M195.1KQ3 2025OLDER
Caprock Group, LLC$4.1B AUM0.05%$2M186.9KQ1 2026
Fieldview Capital Management, LLC$343M AUM0.55%$2M187.7KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M186.5KQ1 2026
MENDON CAPITAL ADVISORS CORP$258M AUM0.89%$2M200.0KQ2 2025OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M179.8KQ1 2026
Astoria Portfolio Advisors LLC.$470M AUM0.37%$2M155.6KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M172.1KQ1 2026
NEOS Investment Management LLC$19.8B AUM0.01%$2M170.8KQ1 2026
Continuum Advisory, LLC$1.0B AUM0.16%$2M169.3KQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$2M167.9KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$2M167.6KQ1 2026
Penserra Capital Management LLC$8.5B AUM0.02%$2M166.0KQ1 2026
Trivium Point Advisory, LLC$553M AUM0.29%$2M162.0KQ1 2026
SeaCrest Wealth Management, LLC$903M AUM0.17%$2M161.3KQ1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M160.8KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$2M160.2KQ1 2026
Cooper Financial Group$1.2B AUM0.16%$2M159.9KQ1 2026
Fortitude Financial, LLC$111M AUM0.84%$2M157.7KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$2M147.1KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M150.5KQ1 2026
HBK Sorce Advisory LLC$5.0B AUM0.03%$2M138.8KQ1 2026
Innova Wealth Partners$211M AUM0.70%$1M148.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.01%$1M146.3KQ1 2026
Twin Tree Management, LP$4.7B AUM0.03%$1M145.4KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M140.4KQ1 2026
AIA Group Ltd$6.9B AUM0.03%$1M154.3KQ2 2025OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.09%$1M141.2KQ1 2026
Founders Financial Alliance, LLC$555M AUM0.25%$1M140.6KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$1M139.5KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M140.1KQ1 2026
Cannell & Spears LLC$5.1B AUM0.03%$1M139.1KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.01%$1M127.6KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M135.5KQ1 2026
&PARTNERS$20.2B AUM0.01%$1M134.4KQ1 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M134.0KQ1 2026
Ilex Capital Partners (UK) LLP$4.1B AUM0.04%$1M145.5KQ2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M131.7KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$1M127.8KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M125.0KQ1 2026
PMC FIG Opportunities LLC$65M AUM1.88%$1M127.3KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.17%$1M115.8KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$1M121.8KQ1 2026
TWINBEECH CAPITAL LP$965M AUM0.03%$1M130.8KQ2 2025OLDER
Sigma Planning Corp$3.6B AUM0.03%$1M117.8KQ1 2026
Sullivan Wood Capital Management LLC$57M AUM2.03%$1M114.4KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.01%$1M125.3KQ2 2025OLDER
Collar Capital Management, LLC$155M AUM0.74%$1M114.5KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.12%$1M106.7KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$1M112.6KQ1 2026
NORDEN GROUP LLC$1.0B AUM0.11%$1M111.7KQ1 2026
Wealthspire Advisors, LLC$12.7B AUM0.01%$1M110.9KQ1 2026
AlphaCore Capital LLC$4.2B AUM0.03%$1M108.5KQ1 2026
STABLEFORD CAPITAL II LLC$289M AUM0.40%$1M107.1KQ1 2026
AXS Investments LLC$248M AUM0.43%$1M115.4KQ2 2025OLDER
Headlands Technologies LLC$878M AUM0.09%$1M98.5KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$1M104.6KQ1 2026
Simplify Asset Management Inc.$6.5B AUM0.02%$1M103.5KQ1 2026
Quantitative Investment Management, LLC$963M AUM0.11%$1M103.2KQ1 2026
Independent Advisor Alliance$9.3B AUM0.01%$1M102.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M101.4KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$1M100.5KQ1 2026
JBF Capital, Inc.$676M AUM0.15%$1M100.0KQ1 2026
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.02%$1M100.0KQ1 2026
LMR Partners LLP$45.4B AUM0.00%$997,953101.9KQ3 2025OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.07%$989,34292.3KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$976,16897.3KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$968,06696.5KQ1 2026
Cannon Global Investment Management, LLC$51M AUM2.41%$958,36889.4KQ4 2025OLDER
Waterfront Wealth Inc.$545M AUM0.18%$957,47895.5KQ1 2026
GUIDANCE CAPITAL, INC$446M AUM0.21%$955,77389.2KQ1 2026
Sage Mountain Advisors LLC$1.4B AUM0.07%$949,86194.7KQ1 2026
Arkadios Wealth Advisors$6.1B AUM0.02%$947,34794.5KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$944,94694.2KQ1 2026
Savvy Advisors, Inc.$3.7B AUM0.02%$915,22391.2KQ1 2026
Cornerstone Select Advisors, LLC$160M AUM0.57%$911,31290.9KQ1 2026
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.02%$896,00181.7KQ1 2026
WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM0.74%$890,60388.8KQ1 2026
Steadtrust LLC$198M AUM0.50%$888,57888.6KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.01%$882,96688.0KQ1 2026
Fortitude Advisory Group L.L.C.$222M AUM0.40%$882,64088.0KQ1 2026
Diversify Advisory Services, LLC$655M AUM0.13%$874,20679.7KQ1 2026
Greenland Capital Management LP$787M AUM0.11%$873,61387.1KQ1 2026
WESPAC Advisors SoCal, LLC$470M AUM0.18%$867,91686.5KQ1 2026
XPONANCE LLC$14.1B AUM0.01%$860,20385.8KQ1 2026
Catalyst Funds Management Pty Ltd$591M AUM0.14%$830,83582.8KQ1 2026
Nicholas Hoffman & Company, LLC.$4.3B AUM0.02%$824,93482.2KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$808,81480.6KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$808,62980.6KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.01%$801,57774.8KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$801,27179.9KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$789,56480.7KQ3 2025OLDER
Regal Investment Advisors LLC$1.7B AUM0.05%$786,64978.4KQ1 2026
Clear Harbor Asset Management, LLC$1.4B AUM0.05%$780,52372.8KQ4 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$779,80976.8KQ1 2026
WEDBUSH SECURITIES INC$3.4B AUM0.02%$776,00077.4KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$770,12376.8KQ1 2026
VISION FINANCIAL MARKETS LLC$102M AUM0.75%$765,28976.3KQ1 2026
SCS Capital Management LLC$9.4B AUM0.01%$762,52576.0KQ1 2026
Krilogy Financial LLC$3.1B AUM0.02%$758,50471.8KQ1 2026
Wedmont Private Capital$3.1B AUM0.02%$751,47172.8KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$751,16174.9KQ1 2026
Spinnaker Investment Group, LLC$491M AUM0.15%$748,04774.6KQ1 2026
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM0.08%$746,91774.5KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.05%$743,00074.0KQ1 2026
Integrated Investment Consultants, LLC$471M AUM0.15%$740,27069.1KQ4 2025OLDER
FIRETHORN WEALTH PARTNERS, LLC$273M AUM0.27%$739,99373.8KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.09%$728,17872.6KQ1 2026
MAI Capital Management$17.7B AUM0.00%$714,23471.2KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.12%$713,70571.2KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$710,05070.8KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$702,47270.0KQ1 2026
Bridgefront Capital, LLC$402M AUM0.18%$699,28765.2KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$697,85769.6KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$696,99569.5KQ1 2026
JACOBS ASSET MANAGEMENT, LLC$167M AUM0.39%$689,25075.0KQ2 2025OLDER
Intrua Financial, LLC$969M AUM0.07%$675,84967.4KQ1 2026
Triumph Capital Management$491M AUM0.14%$673,18966.3KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$670,68367.1KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$668,26966.6KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$665,81266.4KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.03%$664,10166.2KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.00%$658,47567.3KQ3 2025OLDER
Bayesian Capital Management, LP$82M AUM0.79%$647,93864.6KQ1 2026
Global Assets Advisory, LLC$349M AUM0.19%$647,11364.5KQ1 2026
Rareview Capital LLC$171M AUM0.40%$627,91668.3KQ2 2025OLDER
DRW Securities, LLC$7.2B AUM0.01%$624,68862.3KQ1 2026
Redhawk Wealth Advisors, Inc.$1.0B AUM0.07%$619,62461.8KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.01%$618,43061.7KQ1 2026
NewEdge Wealth, LLC$8.4B AUM0.01%$617,38761.6KQ1 2026
Triton Wealth Management, PLLC$270M AUM0.23%$614,08660.7KQ1 2026
Aubrey Capital Management Ltd$186M AUM0.32%$602,10060.0KQ1 2026
VPR Management LLC$250M AUM0.24%$601,80060.0KQ1 2026
Brookstone Capital Management$8.7B AUM0.01%$601,23959.9KQ1 2026
Neo Ivy Capital Management$379M AUM0.15%$599,08961.2KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.01%$594,00759.2KQ1 2026
AMALGAMATED BANK$13.1B AUM0.00%$594,00059.2KQ1 2026
Larson Financial Group LLC$3.1B AUM0.02%$593,31759.2KQ1 2026
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.02%$592,49859.1KQ1 2026
Madison Wealth Partners, Inc$627M AUM0.09%$583,04558.1KQ1 2026
DELPHI FINANCIAL GROUP, INC.$222M AUM0.40%$574,37562.5KQ2 2025OLDER
Mount Lucas Management LP$271M AUM0.21%$568,77156.7KQ1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$567,65756.6KQ1 2026
LexAurum Advisors, LLC$771M AUM0.07%$562,06656.0KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$559,78160.2KQ2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$559,23355.8KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$558,27055.7KQ1 2026
DoubleLine ETF Adviser LP$263M AUM0.21%$557,26755.6KQ1 2026
Fermata Advisors, LLC$495M AUM0.13%$556,32455.5KQ1 2026
Samalin Investment Counsel, LLC$282M AUM0.20%$550,43654.9KQ1 2026
KG Capital Management$139M AUM0.14%$550,30051.3KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$548,64054.7KQ1 2026
Pure Financial Advisors, LLC$7.0B AUM0.01%$545,40059.3KQ2 2025OLDER
Annex Advisory Services, LLC$5.3B AUM0.01%$536,60853.5KQ1 2026
Quantbot Technologies LP$2.4B AUM0.01%$533,95654.5KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$532,71353.1KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$530,76752.9KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$525,10052.4KQ1 2026
Virtu Financial LLC$2.4B AUM0.02%$522,00052.1KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$519,86551.8KQ1 2026
Westend Capital Management, LLC$333M AUM0.16%$519,31351.8KQ1 2026
Parisi Gray Wealth Management$487M AUM0.12%$505,66650.4KQ1 2026
WJ Financial Advisors LLC$124M AUM0.41%$504,98950.3KQ1 2026
Cane Capital Partners, LLC$229M AUM0.22%$504,34950.3KQ1 2026
Ruffer LLP$2.4B AUM0.02%$499,44146.5KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$484,12948.3KQ1 2026
CENTAURUS FINANCIAL, INC.$2.1B AUM0.02%$482,00048.0KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$481,83248.2KQ1 2026
Significant Wealth Partners LLC$81M AUM0.59%$480,72947.9KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$477,38847.6KQ1 2026
DCM Advisors, LLC$220M AUM0.20%$477,22851.9KQ2 2025OLDER
Tredje AP-fonden$18.3B AUM0.00%$474,79548.5KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$469,05346.8KQ1 2026
Strategic Financial Concepts, LLC$405M AUM0.11%$463,09446.2KQ1 2026
American Assets Capital Advisers, LLC$95M AUM0.49%$461,27547.1KQ3 2025OLDER
FIRST FOUNDATION ADVISORS$2.5B AUM0.02%$460,83845.9KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$460,58345.9KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$452,62649.3KQ2 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$444,85144.4KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$441,97244.1KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$434,90744.9KQ1 2026
DDD Partners, LLC$1.5B AUM0.03%$434,23943.3KQ1 2026
LECAP ASSET MANAGEMENT LTD$266M AUM0.16%$433,69743.2KQ1 2026
StoneX Group Inc.$1.9B AUM0.02%$428,83842.3KQ1 2026
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$428,07942.7KQ1 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.03%$421,98242.1KQ1 2026
WASHINGTON TRUST BANK$1.4B AUM0.03%$418,25141.7KQ1 2026
Abel Hall, LLC$469M AUM0.09%$417,43941.6KQ1 2026
Warren Street Wealth Advisors, LLC$393M AUM0.11%$417,15041.6KQ1 2026
Symphony Financial, Ltd. Co.$755M AUM0.05%$409,09541.3KQ1 2026
Vantage Financial Partners, LLC$493M AUM0.08%$408,94638.1KQ4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$404,49540.3KQ1 2026
Persistent Asset Partners Ltd$268M AUM0.28%$400,48940.9KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$399,88939.9KQ1 2026
PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM0.02%$396,00039.5KQ1 2026
Compound Planning, Inc.$3.3B AUM0.01%$395,83439.5KQ1 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$394,98239.4KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.00%$393,46739.2KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$390,54238.9KQ1 2026
WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM0.26%$388,06436.2KQ4 2025OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$385,98042.0KQ2 2025OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.03%$382,84238.2KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$377,50937.6KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.01%$374,13937.3KQ1 2026
Genesis Wealth Advisors, LLC$150M AUM0.25%$373,90737.3KQ1 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.01%$372,97637.2KQ1 2026
Mariner, LLC$85.7B AUM0.00%$364,96436.4KQ1 2026
Legacy Capital Wealth Partners, LLC$485M AUM0.08%$364,93236.4KQ1 2026
INCEPTIONR LLC$415M AUM0.09%$362,25436.1KQ1 2026
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$358,47235.7KQ1 2026
Key Client Fiduciary Advisors, LLC$347M AUM0.12%$358,17635.7KQ1 2026
VestGen Advisors, LLC$3.8B AUM0.01%$356,40733.2KQ1 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.00%$351,05035.0KQ1 2026
LaSalle St. Investment Advisors, LLC$710M AUM0.05%$348,52534.7KQ1 2026
Kingstone Capital Partners Texas, LLC$162M AUM0.21%$348,00034.7KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$347,11834.6KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$342,19434.1KQ1 2026
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$339,97733.9KQ1 2026
Baker Avenue Asset Management, LP$4.4B AUM0.01%$339,64833.9KQ1 2026
ADVISORTRUST PARTNERS, LLC$240M AUM0.14%$336,71733.6KQ1 2026
Magnus Financial Group LLC$1.4B AUM0.03%$336,42333.5KQ1 2026
HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM0.01%$332,59632.8KQ1 2026
Beach Point Capital Management LP$254M AUM0.13%$326,9665.28MQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$326,95832.6KQ1 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$325,72232.5KQ1 2026
CAPITAL ADVISORS INC/OK$6.2B AUM0.01%$325,41630.4KQ4 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$324,99832.4KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.01%$321,92432.1KQ1 2026
Curi Capital, LLC$5.6B AUM0.01%$320,74532.0KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.00%$315,51731.5KQ1 2026
North Dakota State Investment Board$2.3B AUM0.01%$314,03931.3KQ1 2026
Everest Financial Group LLC$607M AUM0.05%$312,93631.2KQ1 2026
Compass Financial Group, INC/SD$715M AUM0.04%$309,06330.8KQ1 2026
Mutual Advisors, LLC$4.7B AUM0.01%$308,74130.8KQ1 2026
TRB Wealth Management, LLC$704M AUM0.04%$307,64330.3KQ1 2026
Angel Oak Capital Advisors, LLC$90M AUM0.34%$305,91530.5KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$302,46530.2KQ1 2026
HB Wealth Management, LLC$15.5B AUM0.00%$301,12430.0KQ1 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$294,85229.4KQ1 2026
Aspen Wealth Strategies, LLC$187M AUM0.15%$288,06228.7KQ1 2026
Castleview Partners, LLC$195M AUM0.15%$286,49728.6KQ1 2026
Nebula Research & Development LLC$0 AUM0.02%$286,18631.1KQ2 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.02%$285,44428.5KQ1 2026
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.02%$285,40428.5KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$285,12429.1KQ3 2025OLDER
HORAN Wealth, LLC$1.1B AUM0.03%$284,77726.6KQ1 2026
CFO4Life Group, LLC$656M AUM0.04%$280,10326.1KQ4 2025OLDER
NWAM LLC$1.7B AUM0.02%$275,88627.5KQ1 2026
Ellevest, Inc.$719M AUM0.04%$275,60427.5KQ1 2026
Meeder Advisory Services, Inc.$2.4B AUM0.01%$273,34827.3KQ1 2026
Fiduciary Alliance LLC$1.7B AUM0.02%$270,85225.2KQ1 2026
Avantax Planning Partners, Inc.$3.6B AUM0.01%$269,17526.8KQ1 2026
Vident Advisory, LLC$11.7B AUM0.00%$266,43726.6KQ1 2026
Keystone Financial Group$1.5B AUM0.02%$265,29426.4KQ1 2026
STRS OHIO$25.2B AUM0.00%$265,28326.4KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.01%$264,52524.7KQ1 2026
Joel Isaacson & Co., LLC$3.0B AUM0.01%$263,75126.3KQ1 2026
Bullseye Investment Management, LLC$164M AUM0.16%$262,58127.4KQ4 2025OLDER
TCP Asset Management, LLC$778M AUM0.03%$262,43526.2KQ1 2026
Gilman Hill Asset Management, LLC$731M AUM0.04%$260,78026.0KQ1 2026
Portside Wealth Group, LLC$738M AUM0.03%$258,33225.8KQ1 2026
AlphaQuest LLC$0 AUM0.01%$256,70123.9KQ4 2025OLDER
Front Row Advisors LLC$296M AUM0.09%$253,75025.0KQ1 2026
LAZARI CAPITAL MANAGEMENT, INC.$287M AUM0.09%$251,80325.1KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.00%$247,36423.1KQ4 2025OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$246,18224.5KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$245,73524.5KQ1 2026
J.M. Arbour, LLC$104M AUM0.24%$244,99324.4KQ1 2026
IFP Advisors, Inc$4.8B AUM0.01%$244,90324.4KQ1 2026
Private Wealth Asset Management, LLC$935M AUM0.03%$244,87524.4KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.01%$240,76024.0KQ1 2026
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.08%$236,96623.4KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.02%$236,63823.6KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$235,46423.5KQ1 2026
VestGen Investment Management$181M AUM0.13%$234,84223.4KQ1 2026
DAVIDSON TRUST CO$232M AUM0.10%$234,11023.3KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$233,70023.3KQ1 2026
Maridea Wealth Management LLC$688M AUM0.03%$233,30623.3KQ1 2026
Longboard Asset Management, LP$6M AUM1.48%$232,71021.7KQ4 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$231,71423.1KQ1 2026
AA Financial Advisors, LLC$710M AUM0.03%$231,60323.1KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$227,20622.7KQ1 2026
M Holdings Securities, Inc.$1.5B AUM0.02%$225,00021.0KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$222,63622.2KQ1 2026
SMART Wealth LLC$341M AUM0.06%$221,45022.1KQ1 2026
180 WEALTH ADVISORS, LLC$997M AUM0.03%$221,24722.1KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$220,76920.6KQ4 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$220,04621.9KQ1 2026
JBR Co Financial Management Inc$274M AUM0.09%$219,78120.5KQ1 2026
ATLAS CAPITAL ADVISORS INC.$875M AUM0.03%$219,53621.9KQ1 2026
Shulman DeMeo Asset Management LLC$535M AUM0.05%$219,49621.9KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.01%$218,21621.8KQ1 2026
SHERBROOKE PARK ADVISERS LLC$39M AUM0.56%$215,51520.1KQ4 2025OLDER
PVG ASSET MANAGEMENT CORP$173M AUM0.46%$214,78520.0KQ4 2025OLDER
Southland Equity Partners LLC$571M AUM0.04%$212,49621.2KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$209,59720.9KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.00%$209,02520.8KQ1 2026
Redwood Investment Management, LLC$805M AUM0.03%$209,00020.9KQ1 2026
Sheets Smith Investment Management$154M AUM0.14%$208,63521.3KQ3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$208,06222.6KQ2 2025OLDER
Horan Securities, Inc.$284M AUM0.07%$206,97922.5KQ2 2025OLDER
World Investment Advisors$6.2B AUM0.00%$205,89920.5KQ1 2026
Register Financial Advisors LLC$271M AUM0.08%$205,61520.5KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$205,16520.5KQ1 2026
AlphaStar Capital Management, LLC$1.4B AUM0.01%$203,91619.0KQ4 2025OLDER
Paragon Capital Management Ltd$476M AUM0.04%$203,77220.3KQ1 2026
Waverly Advisors, LLC$13.4B AUM0.00%$202,79420.2KQ1 2026
Insight Advisors, LLC/ PA$525M AUM0.04%$202,24520.2KQ1 2026
Winch Advisory Services, LLC$438M AUM0.05%$201,72020.1KQ1 2026
Walleye Capital LLC$24.0B AUM0.00%$201,47320.1KQ1 2026
VIRTUS ADVISERS, LLC$215M AUM0.10%$201,38618.8KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$201,37020.1KQ1 2026
SIG BROKERAGE, LP$3.8B AUM0.01%$200,60020.0KQ1 2026
Motiv8 Investments LLC$183M AUM0.11%$200,00018.6KQ4 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$198,74519.8KQ1 2026
Consolidated Portfolio Review Corp$1.1B AUM0.02%$198,51720.3KQ3 2025OLDER
Frisch Financial Group, Inc.$478M AUM0.04%$198,47919.6KQ1 2026
MANCHESTER FINANCIAL INC$521M AUM0.04%$197,53620.2KQ3 2025OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.01%$196,31719.6KQ1 2026
Visionary Wealth Advisors$2.3B AUM0.01%$195,87619.5KQ1 2026
CURA WEALTH ADVISORS, LLC$223M AUM0.07%$195,80020.0KQ3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.