SEC 13F Intelligence

COLDEURAMERICOLD REALTY TRUST INC

CUSIP 03064D108 · Yahoo Finance ↗ · Google Finance ↗

Americold Realty Trust Inc (COLDEUR) has 395 institutional holders in Filings Flow’s 13F database, together reporting 302.45M shares worth $3.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Vanguard Portfolio Management LLC, and Blackrock, Inc..

Institutional Holders
395
Q1 2026
Reported Value
$3.3B
Ticker
COLDEUR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 156Q4 ’18Q1 ’19: 199Q2 ’19: 256Q2 ’19Q3 ’19: 262Q2 ’21: 310Q2 ’21Q4 ’21: 285Q4 ’22: 290Q4 ’22Q4 ’25: 386Q1 ’26: 395Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $16.7BQ4 ’18Q1 ’19: $31.9BQ2 ’19: $60.0BQ2 ’19Q3 ’19: $62.6BQ2 ’21: $93.2BQ2 ’21Q4 ’21: $69.5BQ4 ’22: $3.7BQ4 ’22Q4 ’25: $3.9BQ1 ’26: $3.3BQ1 ’26Q2 ’26: $65Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Vision Capital Corp$397M AUM7.15%$24M2.00MQ3 2025OLDER
Long Pond Capital, LP$1.0B AUM4.92%$52M4.50MQ1 2026OLDER
Bayhunt Capital LLC$106M AUM4.68%$5M384.6KQ1 2026OLDER
FLAX POND CAPITAL, LLC$124M AUM3.28%$4M355.4KQ1 2026OLDER
BARINGTON COMPANIES MANAGEMENT, LLC$123M AUM3.26%$4M350.0KQ1 2026OLDER
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM3.15%$80M6.96MQ1 2026OLDER
Presima Securities ULC$178M AUM2.75%$5M428.4KQ1 2026OLDER
RUSH ISLAND MANAGEMENT, LP$1.5B AUM2.38%$35M3.10MQ1 2026OLDER
Global Alpha Capital Management Ltd.$1.7B AUM2.13%$35M3.09MQ1 2026OLDER
Seven Post Investment Office LP$310M AUM2.06%$6M555.9KQ1 2026OLDER
Conversant Capital LLC$745M AUM1.69%$13M1.10MQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM1.58%$55M4.78MQ1 2026OLDER
Rock Point Advisors, LLC$370M AUM1.54%$6M495.1KQ1 2026OLDER
Bayberry Capital Partners LP$323M AUM1.35%$4M381.3KQ1 2026OLDER
REINHART PARTNERS, LLC.$4.4B AUM1.31%$58M3.66MQ2 2026
APG Asset Management US Inc.$13.0B AUM1.11%$144M12.82MQ1 2026OLDER
GSI Capital Advisors LLC$184M AUM1.07%$2M172.4KQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM1.07%$3M235.4KQ1 2026OLDER
FIRST SABREPOINT CAPITAL MANAGEMENT LP$276M AUM0.71%$2M171.8KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.66%$195M17.05MQ1 2026OLDER
Adelante Capital Management LLC$1.5B AUM0.53%$8M671.0KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.52%$6M518.0KQ1 2026OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.51%$7M616.7KQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.50%$2M208.7KQ1 2026OLDER
Vert Asset Management LLC$315M AUM0.49%$2M133.9KQ1 2026OLDER
Fund 1 Investments, LLC$872M AUM0.47%$4M360.0KQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.45%$7M633.8KQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM0.45%$6M442.1KQ4 2025OLDER
Berkeley Capital Partners, LLC$431M AUM0.44%$2M163.9KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.33%$5M417.9KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.30%$2M159.8KQ3 2025OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.30%$10M760.7KQ4 2025OLDER
DAVENPORT & Co LLC$18.4B AUM0.29%$54M4.68MQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.27%$3M244.6KQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.26%$13M1.16MQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.25%$24M2.08MQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.22%$3M258.4KQ1 2026OLDER
Dockside LLC$397M AUM0.22%$854,16166.4KQ4 2025OLDER
Cruiser Capital Advisors, LLC$257M AUM0.21%$537,72646.9KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.21%$1M90.4KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.20%$4M379.3KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.19%$903,26678.8KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.19%$5M470.2KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.18%$2M206.8KQ1 2026OLDER
Capital Square, LLC$217M AUM0.18%$381,37229.7KQ1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.17%$421,72236.8KQ1 2026OLDER
FIRST NATIONAL BANK SIOUX FALLS$366M AUM0.17%$625,20850.4KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.17%$8M683.7KQ1 2026OLDER
Quarry LP$558M AUM0.16%$919,08180.2KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.16%$14M1.21MQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.16%$407,22635.5KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.15%$55M4.77MQ1 2026OLDER
Abundance Wealth Counselors$697M AUM0.15%$1M92.4KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.15%$506,05144.2KQ1 2026OLDER
Muzinich & Co., Inc.$286M AUM0.14%$367,20030.0KQ3 2025OLDER
Safe Harbor Family Capital, LLC$128M AUM0.14%$175,79615.3KQ1 2026OLDER
AMERICAN ASSETS INC$298M AUM0.14%$407,4206.5KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.13%$250,66821.9KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.13%$2M127.6KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$3M213.6KQ4 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.12%$564,63135.9KQ2 2026
Nordwand Advisors, LLC$572M AUM0.12%$698,20160.9KQ1 2026OLDER
NAPA WEALTH MANAGEMENT$213M AUM0.12%$252,30320.6KQ3 2025OLDER
EARNEST PARTNERS LLC$24.3B AUM0.12%$28M2.46MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.12%$5M395.9KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.11%$169M14.73MQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.11%$694,14057.8KQ1 2026OLDER
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM0.11%$2M169.2KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.10%$7M600.4KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.10%$1M105.3KQ4 2025OLDER
White Knight Strategic Wealth Advisors, LLC$119M AUM0.10%$132,20110.3KQ4 2025OLDER
Pinnacle Wealth Management Group, Inc.$204M AUM0.10%$196,58317.2KQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.09%$177,80215.5KQ1 2026OLDER
Scientech Research LLC$120M AUM0.09%$148,00611.5KQ4 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.09%$28M2.42MQ1 2026OLDER
Allie Family Office LLC$228M AUM0.09%$203,12517.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.09%$2M216.8KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.08%$191,26716.7KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.08%$1M103.9KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.07%$306,28026.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.07%$19M1.64MQ1 2026OLDER
Diametric Capital, LP$385M AUM0.07%$257,20020.0KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.07%$273,04421.2KQ4 2025OLDER
Vanderbilt University$526M AUM0.07%$407,38433.3KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.07%$1M90.8KQ1 2026OLDER
HANOVER ADVISORS INC$246M AUM0.07%$169,67513.2KQ4 2025OLDER
J. Goldman & Co LP$3.4B AUM0.06%$2M189.5KQ4 2025OLDER
DoubleLine ETF Adviser LP$263M AUM0.06%$168,53114.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.06%$2M189.2KQ3 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.06%$23M1.80MQ1 2026OLDER
Hazelview Securities Inc.$537M AUM0.06%$330,04828.8KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.06%$206,13118.0KQ1 2026OLDER
Investment Research Partners LLC$246M AUM0.06%$138,10412.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.06%$13M977.6KQ4 2025OLDER
Cetera Trust Company, N.A$177M AUM0.05%$94,8328.3KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.05%$2M129.6KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.05%$101M8.23MQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.05%$37M3.04MQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$302,09524.7KQ3 2025OLDER
Foresight Group Ltd Liability Partnership$566M AUM0.05%$262,54922.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.05%$255,59620.9KQ3 2025OLDER
Wellspring Financial Advisors, LLC$1.3B AUM0.04%$574,77650.2KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.04%$924,05480.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$130,0486.1KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.04%$243,99521.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$82M7.14MQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.04%$174,03413.5KQ4 2025OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.04%$1M116.2KQ1 2026OLDER
COWA, LLC$371M AUM0.04%$148,98013.0KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.04%$3M266.9KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.04%$606,27249.5KQ3 2025OLDER
Franchise GP Ltd$272M AUM0.04%$100,0468.7KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.04%$181,45815.8KQ1 2026OLDER
Apollo Management Holdings, L.P.$7.6B AUM0.03%$3M227.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$423,06334.6KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.03%$5M380.0KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.03%$1M93.0KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.03%$286,50025.0KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.03%$176,77115.4KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$425,10033.1KQ4 2025OLDER
BFSG, LLC$1.1B AUM0.03%$328,00928.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$19M1.67MQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.03%$46M4.01MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$2M199.0KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.03%$6M441.1KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M165.0KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.03%$261,13922.8KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.02%$548,23044.8KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$8M693.6KQ1 2026OLDER
STRS OHIO$25.2B AUM0.02%$6M527.6KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.02%$139,93812.2KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.02%$444,05238.7KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.02%$164,15014.3KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.02%$920,80978.8KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.02%$855,31774.6KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.02%$257,04021.0KQ3 2025OLDER
NOVEM GROUP$873M AUM0.02%$177,37813.8KQ4 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.02%$101,0207.9KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$957,90374.5KQ4 2025OLDER
Greenland Capital Management LP$787M AUM0.02%$183,60015.0KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.02%$3M220.6KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.02%$3M251.6KQ1 2026OLDER
PROSPERITY BANCSHARES INC$125M AUM0.02%$20,7081.8KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.02%$114,60010.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.02%$3M228.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$4M350.8KQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.02%$401,10035.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$5M411.7KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.02%$215,37918.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$36M3.17MQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.02%$28,9142.5KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.01%$140,11111.4KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$14M1.17MQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$272M23.75MQ1 2026OLDER
Security National Bank$687M AUM0.01%$91,6118.0KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$4M390.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$5M444.2KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$723,11360.3KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$38M3.07MQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$1M96.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M125.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$2M160.4KQ3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$23,3102.0KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$332,16827.1KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$76M6.61MQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.01%$1M97.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$60,7275.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M188.9KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$2M159.7KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$4M373.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M147.5KQ1 2026OLDER
NWAM LLC$1.7B AUM0.01%$175,09715.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$898,08678.4KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.01%$155,06612.1KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$564,26749.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M509.4KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.01%$1M96.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$322,03828.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$46M4.00MQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$1M92.4KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$3M228.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$173M15.12MQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.01%$19,795925Q4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$793,74064.8KQ3 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$69,4445.4KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M264.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M330.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$50M4.35MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$536,84346.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M280.6KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$8M686.9KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.01%$1M126.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$496M38.60MQ4 2025OLDER
Essential Partners LLC$250M AUM0.01%$17,1291.0KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$1M91.1KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$129,16811.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$469,91741.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$33M2.88MQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$2M134.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M265.2KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$696,73460.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$4M381.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$511,96939.8KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M453.7KQ1 2026OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.01%$343,80030.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$31M2.73MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M219.3KQ1 2026OLDER
Dynamic Wealth Strategies, LLC$173M AUM0.01%$9,202803Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$897,31878.3KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$143,82611.2KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$20M1.77MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$45M3.91MQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$34M2.98MQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$136,45810.6KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$10M835.5KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.00%$129,19210.0KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$210,03416.2KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.00%$304,49923.7KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$473,28741.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M323.4KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.00%$151,63211.8KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$20M1.71MQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$535,84746.8KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$921,61271.7KQ4 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$671,55658.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$19M1.65MQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$3M209.8KQ3 2025OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.00%$132,22910.8KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$249M21.73MQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.00%$489,60040.0KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$21M1.80MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$121M10.38MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$32M2.76MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$69M5.33MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M329.0KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$9,094743Q3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$1M119.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$63M5.46MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$142,80312.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M561.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$147M12.85MQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$33,4632.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$13M1.18MQ1 2026OLDER
Swedbank AB$95.1B AUM0.00%$3M300.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$4M286.8KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M220.0KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$56,6124.9KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$3,438300Q1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$145,03211.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M304.4KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$152,18913.3KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.00%$182,11015.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M618.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$11M984.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$730,80062.7KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.00%$566,86949.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$685,59956.0KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$182,40515.9KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$395,53034.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$514,63744.9KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$31,1482.7KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$4M388.9KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$132,26510.3KQ4 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$502,97943.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M264.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$35M3.05MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M723.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M260.2KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$7,106620Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$203,17217.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,206522Q2 2026
&PARTNERS$20.2B AUM0.00%$495,78343.3KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$12,1931.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$180,03615.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M96.4KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M117.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M440.7KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$33,4642.9KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$668,75958.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$60,2703.8KQ2 2026
Invesco Ltd.$653.3B AUM0.00%$14M1.25MQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$272,71223.8KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$217,95819.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M521.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M131.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M256.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$109,6159.6KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$139,86611.4KQ3 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$10,006891Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$516,57045.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$17M1.49MQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$649,67956.7KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$1M100.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$669,23258.4KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$45,0103.5KQ4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$3M233.7KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$193,67416.9KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$172,58815.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M145.1KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$121,70510.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$240,21321.0KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$144,62512.6KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$4,275373Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$21,1441.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$149,76912.2KQ3 2025OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$6,303550Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$134,65511.8KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.00%$205,32616.8KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$319,31527.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M131.1KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$2,720239Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$48,3834.2KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$6,687520Q2 2026
Alpine Bank Wealth Management$688M AUM0.00%$10,098825Q3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$19,8901.7KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3M267.6KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.00%$165,83814.5KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$225,17819.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$15,374978Q2 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$15,2651.3KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.00%$126,59911.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$750,00065.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M574.0KQ2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$216,36518.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$986,24786.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M148.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$244,09821.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$228,02019.9KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$162,42814.2KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$1M117.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$969,03984.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$159,36313.9KQ2 2026
Parallel Advisors, LLC$5.6B AUM0.00%$56,4754.9KQ2 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$241,02618.4KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$207,39218.1KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$633,73855.3KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.00%$134,44811.7KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,536134Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$728,28363.5KQ1 2026OLDER
M&G Plc$19.4B AUM0.00%$182,18415.2KQ3 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$125,07510.9KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$28,2922.2KQ4 2025OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$18,3471.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$798,08669.6KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$12,4451.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$506,02844.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$69,0356.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M164.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$620,45754.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$175,59915.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$234,95119.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M227.0KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$49,3354.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$238,09118.5KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$439,17135.9KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$3M260.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$37,8983.3KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$1,146100Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M136.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M506.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$12M1.01MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$145,90912.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$142,61711.1KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M114.0KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$93181.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$421,98036.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$166,61814.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$39,3083.4KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$849,75768.0KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$703,94261.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$565,83549.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$568,69149.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$416,78937.1KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,135166Q4 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$195,28916.0KQ3 2025OLDER
Clayton Financial Group LLC$195M AUM0.00%$1,146100Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$216,52518.9KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$3,977347Q1 2026OLDER
Amundi$367.1B AUM0.00%$2M176.2KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$1,980154Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$275,10924.0KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$3,186278Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$253,33422.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$382,36531.2KQ3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$31,0282.5KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$669,32258.4KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$19,7311.6KQ3 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$52741Q4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,880164Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M178.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$4,676408Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$340,08729.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M106.5KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$3,816333Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$343,37630.0KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$75859Q4 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$1,398122Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$204,55017.8KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$225,28520.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,945256.9KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$58550Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$12,435791Q2 2026
Glen Eagle Advisors, LLC$714M AUM0.00%$2,292200Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$17,4511.4KQ4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2,219185Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$31,2872.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$8,733762Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$773,79167.5KQ1 2026OLDER
Investors Research Corp$523M AUM0.00%$1,433125Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$238,18520.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$141,83112.4KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$373,12632.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,05492Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$350,67630.6KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$33027Q3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$5,556432Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$99,6638.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$129,08511.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,08995Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,286100Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$25,6482.2KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$12,7301.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$225,98019.7KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$49343Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$4,745414Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$48,9604.0KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$121,14310.6KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$221.8KQ3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$14,1331.1KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,031152Q4 2025OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$2,431189Q4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$57945Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$17,8941.6KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$65457Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$68556Q3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$254,24022.2KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$94082Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$49343Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$15,0581.3KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$76867Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,123100Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$27524Q1 2026OLDER
MOTCO$1.1B AUM0.00%$52746Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$92881Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$19,2901.5KQ4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$18015Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$61954Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2,418211Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$37432Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$5,432474Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$63155Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$2,097183Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$29826Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$928Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$67,2245.9KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$10,566922Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$61748Q4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$39735Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$15,5631.4KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,128280Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$575Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$464Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$3,138244Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4,867398Q3 2025OLDER
Activest Wealth Management$569M AUM0.00%$232Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$15513Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$51645Q2 2026
Retirement Wealth Solutions LLC$181M AUM0.00%$20Q3 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$170Q3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$111Q1 2026OLDER

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