SEC 13F Intelligence

ASIXADVANSIX INC

CUSIP 00773T101 · Yahoo Finance ↗ · Google Finance ↗

Advansix Inc (ASIX) has 262 institutional holders in Filings Flow’s 13F database, together reporting 23.60M shares worth $569M as of Q1 2026. The largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc.

Institutional Holders
262
Q1 2026
Reported Value
$569M
Ticker
ASIX
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 238Q1 ’19Q2 ’19: 204Q3 ’19: 185Q4 ’19: 181Q1 ’20: 146Q1 ’20Q2 ’20: 144Q3 ’20: 144Q4 ’20: 151Q1 ’21: 181Q1 ’21Q2 ’21: 196Q3 ’21: 225Q4 ’21: 278Q1 ’22: 268Q1 ’22Q2 ’22: 252Q3 ’22: 242Q4 ’22: 278Q1 ’23: 278Q1 ’23Q2 ’23: 262Q3 ’23: 254Q4 ’23: 253Q1 ’24: 253Q1 ’24Q2 ’24: 246Q3 ’24: 264Q4 ’24: 267Q1 ’25: 262Q1 ’25Q2 ’25: 274Q3 ’25: 269Q4 ’25: 271Q1 ’26: 262Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $306MQ1 ’19Q2 ’19: $257MQ3 ’19: $268MQ4 ’19: $236MQ1 ’20: $128MQ1 ’20Q2 ’20: $162MQ3 ’20: $181MQ4 ’20: $281MQ1 ’21: $351MQ1 ’21Q2 ’21: $376MQ3 ’21: $486MQ4 ’21: $604MQ1 ’22: $677MQ1 ’22Q2 ’22: $409MQ3 ’22: $389MQ4 ’22: $435MQ1 ’23: $476MQ1 ’23Q2 ’23: $447MQ3 ’23: $378MQ4 ’23: $515MQ1 ’24: $549MQ1 ’24Q2 ’24: $438MQ3 ’24: $466MQ4 ’24: $444MQ1 ’25: $402MQ1 ’25Q2 ’25: $584MQ3 ’25: $475MQ4 ’25: $414MQ1 ’26: $569MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BlackRock, Inc.$5.72T AUM0.00%$56M2.28MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$32M1.31MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$30M1.71MQ4 2025OLDER
AEGIS FINANCIAL CORP$580M AUM5.08%$30M1.21MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$27M1.13MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$27M1.12MQ1 2026
CastleKnight Management LP$6.0B AUM0.41%$25M1.02MQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$18M728.3KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$17M696.4KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$16M652.2KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$16M638.6KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$15M871.0KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$15M612.7KQ1 2026
FMR LLC$1.90T AUM0.00%$15M608.3KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$14M566.6KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$14M699.7KQ3 2025OLDER
LSV ASSET MANAGEMENT$46.4B AUM0.03%$13M550.7KQ1 2026
Solas Capital Management, LLC$174M AUM7.26%$13M517.0KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M490.4KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M405.4KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$10M402.3KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$8M329.9KQ1 2026
Invenomic Capital Management LP$2.2B AUM0.35%$8M313.5KQ1 2026
Lloyd Harbor Capital Management, LLC$245M AUM2.89%$7M290.0KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$7M286.3KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M281.6KQ1 2026
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.13%$7M275.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M273.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$6M265.8KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$6M239.3KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M229.6KQ1 2026
CenterBook Partners LP$1.9B AUM0.30%$6M228.2KQ1 2026
DONALD SMITH & CO., INC.$5.6B AUM0.10%$6M228.0KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.01%$5M221.4KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M206.9KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$5M198.3KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M198.1KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$4M176.6KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M174.3KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.08%$4M162.4KQ1 2026
Creative Planning$147.4B AUM0.00%$4M147.9KQ1 2026
Lumbard & Kellner, LLC$289M AUM1.23%$4M145.7KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M203.8KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M144.3KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M143.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M141.9KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M140.8KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.01%$3M192.4KQ4 2025OLDER
HRT FINANCIAL LP$40.1B AUM0.01%$3M122.4KQ1 2026
Ballast Asset Management, LP$225M AUM1.27%$3M117.1KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M120.1KQ2 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.02%$3M116.7KQ2 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.01%$3M145.6KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M129.6KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.04%$2M144.3KQ4 2025OLDER
Walnut Level Capital LLC$118M AUM2.07%$2M100.0KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M96.5KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M95.0KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$2M92.9KQ1 2026
Waterfront Wealth Inc.$545M AUM0.41%$2M91.9KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M91.1KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M104.7KQ3 2025OLDER
Mudita Advisors LLP$490M AUM0.41%$2M82.8KQ1 2026
First Eagle Investment Management, LLC$59.0B AUM0.00%$2M82.5KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$2M81.5KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M108.4KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$2M66.7KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M89.2KQ4 2025OLDER
Fruth Investment Management$401M AUM0.37%$2M61.7KQ1 2026
Trexquant Investment LP$13.9B AUM0.01%$1M60.5KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M59.0KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$1M71.8KQ3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$1M55.9KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$1M55.1KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M68.5KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$1M50.3KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M50.1KQ1 2026
Oliver Luxxe Assets LLC$680M AUM0.21%$1M50.5KQ2 2025OLDER
DELPHI MANAGEMENT INC /MA/$84M AUM1.15%$1M50.3KQ2 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M48.3KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M47.3KQ1 2026
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.54%$1M40.6KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$1M44.1KQ1 2026
CW Advisors, LLC$10.3B AUM0.01%$1M44.1KQ2 2025OLDER
PDT Partners, LLC$1.7B AUM0.06%$1M42.2KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$1M53.0KQ3 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$1M42.0KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$965,34339.6KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$959,72639.3KQ1 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$953,00049.2KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$936,76538.4KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.01%$922,63737.8KQ1 2026
Swiss National Bank$173.8B AUM0.00%$896,14051.8KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$894,10436.6KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$889,89236.5KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$784,85932.2KQ1 2026
SummerHaven Investment Management, LLC$163M AUM0.47%$765,69631.4KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$761,28031.2KQ1 2026
Mariner, LLC$85.7B AUM0.00%$698,56528.6KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$652,55637.7KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$637,85226.1KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$601,99624.7KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$601,38131.0KQ3 2025OLDER
Unison Advisors LLC$1.3B AUM0.05%$587,25330.3KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$554,27022.7KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.24%$538,25531.1KQ4 2025OLDER
THOMPSON SIEGEL & WALMSLEY LLC$5.7B AUM0.01%$533,00021.8KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$532,89621.8KQ1 2026
Horizon Investments, LLC$8.9B AUM0.01%$531,55527.4KQ3 2025OLDER
Verity Asset Management, Inc.$238M AUM0.22%$529,96821.7KQ1 2026
Inspire Investing, LLC$1.7B AUM0.03%$521,23421.4KQ1 2026
Tiller Private Wealth, Inc.$281M AUM0.19%$520,52826.9KQ3 2025OLDER
Verdence Capital Advisors LLC$1.7B AUM0.03%$514,38121.1KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$497,00020.3KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$488,00020.0KQ1 2026
Quantbot Technologies LP$2.4B AUM0.02%$484,01928.0KQ4 2025OLDER
Petrus Trust Company, LTA$915M AUM0.05%$456,64119.2KQ2 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$448,47323.1KQ3 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.05%$436,73517.9KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$435,80817.9KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.01%$433,00017.7KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$426,29217.5KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$425,42417.4KQ1 2026
CWM, LLC$38.1B AUM0.00%$410,84016.8KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$396,29321.3KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$377,15115.5KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$375,00019.4KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$232M AUM0.12%$373,53019.3KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$365,37118.9KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$363,19414.9KQ1 2026
Kapitalo Investimentos Ltda$531M AUM0.08%$363,09015.3KQ2 2025OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.03%$359,85114.7KQ1 2026
Weiss Asset Management LP$5.9B AUM0.00%$359,14820.8KQ4 2025OLDER
BOKF, NA$6.5B AUM0.01%$358,43614.7KQ1 2026
South Dakota Investment Council$5.2B AUM0.01%$354,00014.5KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$346,03114.2KQ1 2026
TOWLE & CO$257M AUM0.13%$344,40614.1KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$338,61119.6KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$318,35513.0KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.03%$315,32112.9KQ1 2026
EntryPoint Capital, LLC$341M AUM0.09%$311,68612.8KQ1 2026
State of Wyoming$844M AUM0.04%$306,14712.5KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$300,90112.3KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$292,41712.0KQ1 2026
Versor Investments LP$41M AUM0.05%$286,43614.8KQ3 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$286,14111.3KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.00%$285,52614.7KQ3 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$283,08414.6KQ3 2025OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.02%$282,24511.9KQ2 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$278,03811.4KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$277,74511.4KQ1 2026
AlphaQuest LLC$0 AUM0.02%$276,85216.0KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$273,87814.1KQ3 2025OLDER
Semanteon Capital Management, LP$7M AUM0.34%$271,84314.0KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$268,40011.0KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$266,45211.2KQ2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$265,14510.9KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$262,67511.1KQ2 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$261,82021.6KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$259,79415.0KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$259,76510.6KQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$259,15415.0KQ4 2025OLDER
SHERBROOKE PARK ADVISERS LLC$39M AUM0.11%$252,77110.6KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$238,37412.3KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$237,47610.0KQ2 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$234,2239.9KQ2 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.02%$232,1909.5KQ1 2026
Summit Global Investments$1.7B AUM0.01%$228,00011.8KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$227,1409.3KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$225,00211.6KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$216,2338.9KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$216,0549.1KQ2 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$210,01412.1KQ4 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$206,00010.6KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$203,5948.3KQ1 2026
Vestcor Inc$3.6B AUM0.01%$200,0008.4KQ2 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$199,79811.5KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$199,19211.5KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.02%$189,45211.0KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$187,0267.7KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$186,89210.8KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$183,4887.5KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$177,58510.3KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$176,8277.2KQ1 2026
Inspire Advisors, LLC$1.2B AUM0.02%$175,65610.2KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.01%$173,65710.0KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$157,9666.5KQ1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.00%$147,0007.6KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$135,0005.5KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$134,7105.5KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$116,3196.0KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$109,5324.5KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$105,9944.3KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$105,4154.3KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$100,2844.1KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$98,6105.7KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$88,3944.6KQ3 2025OLDER
EMC Capital Management$225M AUM0.03%$67,0003.9KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$61,0002.5KQ1 2026
CFG Wealth Management Services, Inc.$110M AUM0.06%$60,9272.5KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$53,5582.2KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$53,4142.2KQ2 2025OLDER
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$52,0003.0KQ4 2025OLDER
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$51,0002.1KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$44,3101.8KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$43,3351.8KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$34,6721.4KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$31,6421.8KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$28,7921.2KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$28,5171.2KQ2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$28,0881.2KQ1 2026
State of Alaska, Department of Revenue$9.2B AUM0.00%$27,0001.1KQ1 2026
MAI Capital Management$17.7B AUM0.00%$24,6201.0KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$22,521923Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$21,618886Q1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$21,228870Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$20,000837Q1 2026
Aquatic Capital Management LLC$3.5B AUM0.00%$19,422796Q1 2026
STRS OHIO$25.2B AUM0.00%$19,3801.0KQ3 2025OLDER
WealthCollab, LLC$243M AUM0.01%$16,544678Q1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.00%$16,000826Q3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$15,318790Q3 2025OLDER
AMALGAMATED BANK$13.1B AUM0.00%$14,000825Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$13,278529Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$13,200541Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$10,639436Q1 2026
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.00%$10,000391Q1 2026
Tradewinds Capital Management, LLC$504M AUM0.00%$9,760400Q1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$9,408480Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$9,174376Q1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$9,000399Q2 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$8,760359Q1 2026
Estabrook Capital Management$685M AUM0.00%$8,418345Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$8,250338Q1 2026
Asset Planning,Inc$141M AUM0.01%$8,068331Q1 2026
Johnson Financial Group, Inc.$2.8B AUM0.00%$6,977360Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$6,546268Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$6,515267Q1 2026
Essential Partners LLC$250M AUM0.00%$6,341267Q1 2026
COMERICA BANK$25.1B AUM0.00%$6,275363Q4 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$5,057213Q2 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$4,880200Q1 2026
Hilltop National Bank$468M AUM0.00%$4,343178Q1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$3,768153Q1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,758154Q1 2026
Torren Management, LLC$201M AUM0.00%$3,443199Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,274136Q1 2026
McMillan Office, Inc.$782M AUM0.00%$3,123128Q1 2026
Smithfield Trust Co$2.3B AUM0.00%$3,000104Q1 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$2,952121Q1 2026
BIRCHBROOK, INC.$213M AUM0.00%$2,555105Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$2,538104Q1 2026
Key FInancial Inc$562M AUM0.00%$2,36797Q1 2026
Triumph Capital Management$491M AUM0.00%$2,19690Q1 2026
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$2,14788Q1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$2,000107Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,85476Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$1,83075Q1 2026
Quarry LP$558M AUM0.00%$1,82294Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,81874Q1 2026
Tortoise Investment Management, LLC$1.2B AUM0.00%$1,80093Q3 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$1,78175Q2 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$1,730100Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,66786Q3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,61667Q1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$1,56264Q1 2026
CENTRAL TRUST Co$5.1B AUM0.00%$1,55180Q3 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$1,44059Q1 2026
DT Investment Partners, LLC$1.2B AUM0.00%$1,44059Q1 2026
St. Johns Investment Management Company, LLC$238M AUM0.00%$1,41558Q1 2026
GAMMA Investing LLC$2.7B AUM0.00%$1,31854Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$1,31754Q1 2026
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$1,29453Q1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$1,26952Q1 2026
WEBSTER BANK, N. A.$1.1B AUM0.00%$1,24451Q1 2026
MorganRosel Wealth Management, LLC$254M AUM0.00%$1,18850Q2 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,17148Q1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1,10444Q1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,02542Q1 2026
Grove Bank & Trust$1.0B AUM0.00%$1,00041Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1,00041Q1 2026
Covestor Ltd$144M AUM0.00%$1,00059Q1 2026
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$97640Q1 2026
EASTERN BANK$6.5B AUM0.00%$97640Q1 2026
Wealth Preservation Advisors, LLC$120M AUM0.00%$85435Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$80533Q1 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$75731Q1 2026
Rossby Financial, LCC$489M AUM0.00%$72829Q1 2026
Cedar Mountain Advisors, LLC$581M AUM0.00%$67539Q4 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$64127Q2 2025OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$61025Q1 2026
Compagnie Lombard Odier SCmA$8.1B AUM0.00%$61025Q1 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$61025Q1 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$59425Q2 2025OLDER
PFS Partners, LLC$218M AUM0.00%$59224Q1 2026
Colonial Trust Co / SC$735M AUM0.00%$58624Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$58624Q1 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$56223Q1 2026
First Command Advisory Services, Inc.$14.8B AUM0.00%$51221Q1 2026
Rise Advisors, LLC$284M AUM0.00%$49921Q2 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$49226Q2 2025OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$48820Q1 2026
Nemes Rush Group LLC$1.1B AUM0.00%$48820Q1 2026
Richardson Capital Management LLC$207M AUM0.00%$47520Q2 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$47520Q2 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$43918Q1 2026
Ascentis Independent Advisors$1.3B AUM0.00%$43918Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$43918Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$42622Q3 2025OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$42622Q3 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$42524Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$40721Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$39116Q1 2026
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$39016Q1 2026
Aspect Partners, LLC$245M AUM0.00%$38820Q3 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$36715Q1 2026
Ankerstar Wealth, LLC$95M AUM0.00%$36615Q1 2026
ESL Trust Services, LLC$524M AUM0.00%$36615Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$35514Q1 2026
ORG Partners LLC$568M AUM0.00%$34520Q4 2025OLDER
Harbor Asset Planning, Inc.$119M AUM0.00%$32919Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$31718Q4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$31116Q3 2025OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$31118Q4 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$29517Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$29312Q1 2026
Game Plan Financial Advisors, LLC$222M AUM0.00%$29312Q1 2026
Westfuller Advisors, LLC$232M AUM0.00%$26911Q1 2026
JPL Wealth Management, LLC$435M AUM0.00%$26911Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$26811Q1 2026
Financial Perspectives, Inc$358M AUM0.00%$26811Q1 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$26210Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$24910Q1 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$24410Q1 2026
FSA Wealth Management LLC$273M AUM0.00%$23312Q3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$2229Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$2209Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$20812Q4 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$1978Q1 2026
SouthState Bank Corp$2.1B AUM0.00%$1968Q1 2026
FIRST HORIZON CORP$2.4B AUM0.00%$1958Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1958Q1 2026
NFSG Corp$608M AUM0.00%$1958Q1 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$1958Q1 2026
Sachetta, LLC$184M AUM0.00%$1787Q1 2026
North Capital, Inc.$118M AUM0.00%$1749Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1717Q1 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1717Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$1569Q4 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1516Q1 2026
Manchester Capital Management LLC$694M AUM0.00%$1476Q1 2026
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.00%$1466Q1 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$1466Q1 2026
Medallion Wealth Advisors, LLC$306M AUM0.00%$1466Q1 2026
Laurel Wealth Advisors LLC$1.0B AUM0.00%$1227Q4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1195Q2 2025OLDER
Abound Wealth Management$504M AUM0.00%$1176Q3 2025OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$1166Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1046Q4 2025OLDER
West Branch Capital LLC$430M AUM0.00%$984Q1 2026
Fortis Group Advisors, LLC$605M AUM0.00%$984Q1 2026
MTM Investment Management, LLC$316M AUM0.00%$984Q1 2026
ST GERMAIN D J CO INC$2.5B AUM0.00%$984Q1 2026
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$984Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$984Q1 2026
Quent Capital, LLC$1.4B AUM0.00%$914Q1 2026
Colonial Trust Advisors$1.3B AUM0.00%$875Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$733Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$733Q1 2026
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$542Q1 2026
Napier Financial, LLC$436M AUM0.00%$492Q1 2026
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$492Q1 2026
Elevated Capital Advisors, LLC$397M AUM0.00%$492Q1 2026
Stephens Consulting, LLC$309M AUM0.00%$443Q4 2025OLDER
Pineridge Advisors LLC$350M AUM0.00%$402Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$241Q1 2026
Fairman Group, LLC$117M AUM0.00%$241Q1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$241Q1 2026
Rosenberg Matthew Hamilton$488M AUM0.00%$241Q1 2026
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$241Q1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$241Q1 2026
GoalVest Advisory LLC$539M AUM0.00%$191Q3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$191Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$191Q3 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER
Erste Asset Management GmbH$10.8B AUM$00Q1 2026

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