SEC 13F Intelligence

AVTRAVANTOR INC

CUSIP 05352A100 · Yahoo Finance ↗ · Google Finance ↗

Avantor Inc (AVTR) has 427 institutional holders in Filings Flow’s 13F database, together reporting 686.54M shares worth $5.3B as of Q1 2026. The largest reported holders are Dodge & Cox, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
427
Q1 2026
Reported Value
$5.3B
Ticker
AVTR
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 89Q2 ’19Q3 ’19: 122Q3 ’19Q2 ’21: 405Q2 ’21Q4 ’21: 460Q4 ’21Q4 ’22: 416Q4 ’22Q4 ’25: 411Q4 ’25Q1 ’26: 427Q1 ’26Q2 ’26: 18Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $4.2BQ2 ’19Q3 ’19: $4.4BQ3 ’19Q2 ’21: $189.7BQ2 ’21Q4 ’21: $225.0BQ4 ’21Q4 ’22: $5.8BQ4 ’22Q4 ’25: $7.6BQ4 ’25Q1 ’26: $5.3BQ1 ’26Q2 ’26: $14MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
New Mountain Capital, L.L.C.$110M AUM100.00%$110M14.00MQ1 2026OLDER
Brickwood Asset Management LLP$133M AUM25.52%$34M4.34MQ1 2026OLDER
Engine Capital Management, LP$828M AUM18.72%$155M19.78MQ1 2026OLDER
Pacific Capital Partners Ltd$101M AUM5.17%$5M424.5KQ4 2025OLDER
Clarkston Capital Partners, LLC$1.3B AUM5.16%$68M8.63MQ1 2026OLDER
GREENHAVEN ASSOCIATES INC$6.1B AUM2.92%$177M22.59MQ1 2026OLDER
Broyhill Asset Management, LLC$108M AUM2.80%$3M277.5KQ4 2025OLDER
AGMAN CAPITAL LLC$126M AUM2.59%$3M414.9KQ1 2026OLDER
Medina Value Partners, LLC$477M AUM2.28%$10M781.2KQ3 2025OLDER
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM2.22%$9M1.13MQ1 2026OLDER
Prosight Management, LP$610M AUM2.13%$10M898.5KQ4 2025OLDER
Lightrock Netherlands B.V.$468M AUM1.96%$9M328.6KQ1 2026OLDER
Voss Capital, LP$1.9B AUM1.85%$35M4.45MQ1 2026OLDER
Prescott General Partners LLC$1.4B AUM1.49%$20M2.60MQ1 2026OLDER
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM1.36%$28M3.52MQ1 2026OLDER
SECTOR GAMMA AS$423M AUM1.29%$5M695.4KQ1 2026OLDER
Eversept Partners, LP$1.9B AUM1.23%$23M2.97MQ1 2026OLDER
Stanley Capital Management, LLC$598M AUM1.20%$7M918.5KQ1 2026OLDER
CNA FINANCIAL CORP$235M AUM1.00%$2M300.0KQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM0.89%$63M8.09MQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.79%$8M1.02MQ1 2026OLDER
NORRIS PERNE & FRENCH LLP/MI$1.5B AUM0.78%$11M897.4KQ3 2025OLDER
Robeco Schweiz AG$4.7B AUM0.69%$33M4.19MQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.62%$21M2.73MQ1 2026OLDER
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM0.59%$12M1.56MQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.57%$175M22.36MQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.54%$3M299.0KQ4 2025OLDER
GENDELL JEFFREY L$7.3B AUM0.53%$39M4.92MQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.52%$85M10.85MQ1 2026OLDER
DODGE & COX$182.0B AUM0.52%$938M119.65MQ1 2026OLDER
Blue Door Asset Management, LLC$159M AUM0.51%$962,20877.1KQ3 2025OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM0.50%$37M4.75MQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.47%$473,30437.9KQ3 2025OLDER
Eschler Asset Management LLP$100M AUM0.46%$624,00050.0KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.46%$4M567.4KQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.46%$9M1.12MQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.45%$4M280.5KQ3 2025OLDER
Dean Capital Management$241M AUM0.45%$1M92.3KQ3 2025OLDER
ABS Direct Equity Fund LLC$131M AUM0.45%$588,00075.0KQ1 2026OLDER
HighVista Strategies LLC$362M AUM0.40%$1M186.5KQ1 2026OLDER
Manhattan West Asset Management, LLC$511M AUM0.38%$2M247.1KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.35%$2M180.2KQ3 2025OLDER
Carnegie Lake Advisors LLC$252M AUM0.32%$812,224103.6KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.32%$2M180.4KQ3 2025OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.30%$4M356.1KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.28%$83M10.63MQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.28%$6M788.3KQ1 2026OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM0.26%$4M536.3KQ1 2026OLDER
Gerald Baker Financial Group LLC$316M AUM0.23%$738,57594.2KQ1 2026OLDER
Scientech Research LLC$120M AUM0.23%$668,04253.5KQ3 2025OLDER
EARNEST PARTNERS LLC$24.3B AUM0.19%$47M6.02MQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.19%$531,82446.4KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.18%$2M202.5KQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM0.17%$170,97613.7KQ3 2025OLDER
REINHART PARTNERS, LLC.$4.4B AUM0.17%$6M485.0KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.16%$16M2.02MQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.16%$1M160.9KQ1 2026OLDER
Hunting Hill Global Capital, LLC$129M AUM0.16%$233,63520.4KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.16%$2M167.7KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.16%$69M5.49MQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.15%$22M2.79MQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.15%$662,39484.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.14%$5M425.8KQ4 2025OLDER
LOEWS CORP$11.9B AUM0.13%$16M2.03MQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.13%$3M231.3KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.13%$183,23114.7KQ3 2025OLDER
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM0.12%$258,58620.7KQ3 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.11%$11M1.46MQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.11%$13M1.08MQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.11%$1M144.3KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.11%$1M115.6KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.11%$3M418.1KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.10%$424,94837.1KQ4 2025OLDER
TRAN CAPITAL MANAGEMENT, L.P.$728M AUM0.09%$681,35986.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.09%$13M1.15MQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.09%$1M140.5KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.09%$11M949.0KQ4 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.09%$14M1.77MQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.08%$7M577.0KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.08%$464,24437.2KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$476,00038.1KQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.08%$115,92814.79MQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.08%$526,65642.2KQ3 2025OLDER
Rock Creek Group LLC$988M AUM0.08%$784,000100.0KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.08%$4M294.7KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$869,048110.8KQ1 2026OLDER
Alpha Wealth Funds, LLC$149M AUM0.08%$113,85015.0KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.08%$13M1.11MQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.07%$4M527.9KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.07%$234,49520.5KQ4 2025OLDER
SKBA CAPITAL MANAGEMENT LLC$728M AUM0.07%$493,66163.0KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.07%$270,66034.5KQ1 2026OLDER
DeDora Capital, Inc.$408M AUM0.06%$260,57833.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.06%$103M13.11MQ1 2026OLDER
Bellevue Group AG$4.2B AUM0.06%$3M276.3KQ4 2025OLDER
Castleview Partners, LLC$195M AUM0.06%$116,88110.2KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.06%$196,11115.7KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.06%$128,15316.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$31M2.50MQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M369.5KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM0.05%$199,99825.5KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.05%$286,67823.0KQ3 2025OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.05%$991,28679.4KQ3 2025OLDER
Alpine Global Management, LLC$668M AUM0.05%$211,41418.4KQ4 2025OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.04%$2M97.1KQ3 2025OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.04%$424,02037.0KQ4 2025OLDER
First Bank & Trust$680M AUM0.04%$264,29026.7KQ2 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$151,04519.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$41M5.29MQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$921,02473.8KQ3 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.04%$286,50025.0KQ4 2025OLDER
AMG National Trust Bank$4.6B AUM0.04%$2M138.3KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.04%$2M208.2KQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.04%$627,20080.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.04%$212,53718.5KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.04%$190M24.22MQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.03%$779,03962.4KQ3 2025OLDER
Quantum Portfolio Management LLC$230M AUM0.03%$80,11710.2KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.03%$6M505.0KQ4 2025OLDER
Advisors Capital Management, LLC$8.6B AUM0.03%$3M376.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$18M2.34MQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.03%$4M339.7KQ4 2025OLDER
Archer Investment Corp$469M AUM0.03%$149,51913.0KQ4 2025OLDER
State of Wyoming$844M AUM0.03%$273,65534.9KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.03%$103,41713.2KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.03%$10M1.33MQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.03%$309,87031.3KQ2 2026
Ascentis Independent Advisors$1.3B AUM0.03%$186,28914.9KQ3 2025OLDER
Numerai GP LLC$997M AUM0.03%$306,87339.1KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.03%$29M3.74MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$985,088125.6KQ1 2026OLDER
Balefire, LLC$613M AUM0.03%$156,69820.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.03%$3M418.4KQ1 2026OLDER
Zuckerman Investment Group, LLC$1.1B AUM0.03%$293,97637.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$132M16.89MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$21M1.65MQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M197.8KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.03%$139,14011.1KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$27M3.44MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.03%$7M581.3KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$5M423.3KQ3 2025OLDER
Leo Wealth, LLC$1.4B AUM0.02%$331,20942.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M261.4KQ1 2026OLDER
TERRIL BROTHERS, INC.$366M AUM0.02%$84,67210.8KQ1 2026OLDER
SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM0.02%$896,68871.8KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M356.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.02%$6M755.7KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$7M836.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$4M300.0KQ3 2025OLDER
Shay Capital LLC$1.2B AUM0.02%$254,80032.5KQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.02%$111,52414.2KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.02%$102,6009.0KQ4 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.02%$139,98811.2KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M285.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$534,35168.2KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.02%$110,96014.2KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.02%$902,800115.2KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M152.8KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.02%$145,61218.6KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M224.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$38M4.87MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$461,26146.6KQ2 2026
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.02%$4M504.7KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.02%$311,70025.0KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M181.5KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.02%$79,53710.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$730,62163.8KQ4 2025OLDER
BFSG, LLC$1.1B AUM0.02%$172,61422.0KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.02%$117,04110.2KQ4 2025OLDER
Kintegral Advisory, LLC$1.1B AUM0.02%$165,62821.1KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$394,14850.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$627,04246.6KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$9M1.17MQ1 2026OLDER
EFG International AG$4.7B AUM0.01%$686,00087.5KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.01%$57,7585.0KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M217.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$1M139.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$108M13.83MQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$147,32118.8KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.01%$122,13215.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$180,32023.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M296.4KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$3M335.2KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$10M1.24MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$245M31.28MQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$398,76234.8KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$200M17.47MQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.01%$119,47415.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$2M210.6KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M168.6KQ4 2025OLDER
APG Asset Management N.V.$31.6B AUM0.01%$4M384.6KQ3 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.01%$2M197.5KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.01%$249,60020.0KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$13M1.66MQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$3M365.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$744M64.90MQ4 2025OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.01%$121,70815.5KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.01%$866,38369.4KQ3 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$301,06438.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M548.8KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.01%$650,42456.8KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$63M8.07MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$19M1.52MQ3 2025OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.01%$122,03810.6KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M520.8KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$651,95183.2KQ1 2026OLDER
Danica Pension, Livsforsikringsaktieselskab$5.3B AUM0.01%$494,48463.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$6M825.9KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$790,382100.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$515M65.70MQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$428,09554.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M611.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M187.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$274,61235.0KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$436,76438.1KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.01%$12,368991Q3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$129,49510.4KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$33M4.23MQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$17M2.33MQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.01%$282,41336.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M563.9KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$1M172.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$20M2.54MQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.01%$95,59312.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M310.7KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M147.0KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$89,8239.1KQ2 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$699,39989.2KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$233,94529.8KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$485,92138.9KQ3 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$162,24013.0KQ3 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$869,00075.8KQ4 2025OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$110,91414.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$32M4.12MQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$9M1.10MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M244.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$476,40441.6KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$593,50251.8KQ4 2025OLDER
Quarry LP$558M AUM0.01%$40,6505.2KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$602,24576.8KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M637.5KQ1 2026OLDER
American Trust$1.1B AUM0.01%$80,32110.2KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$6M556.9KQ2 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M170.9KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$19,0071.5KQ3 2025OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M164.1KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.01%$134,87813.6KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$5M412.7KQ4 2025OLDER
Modera Wealth Management, LLC$8.3B AUM0.01%$555,19070.8KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$151,41419.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M785.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$42M5.41MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M1.52MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$35M4.42MQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$150,39519.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$101M12.89MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$630,79180.5KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$166,53721.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$11M1.35MQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M424.8KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$120,44615.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$240M30.61MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$7M930.6KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$866,320110.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$475,87260.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$43M5.46MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$162M20.72MQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$9M1.16MQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$161,34720.6KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.01%$82,68810.5KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$639,95681.6KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$2.1B AUM0.01%$111,86011.3KQ2 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$362,67046.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$152,61319.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M608.3KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.01%$1M104.7KQ3 2025OLDER
Boston Partners$95.5B AUM0.01%$5M433.4KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$8M649.9KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M464.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$248,53631.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$41,0435.2KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$186,41223.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$2M192.3KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$145,86611.7KQ3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$16,1081.6KQ2 2026
Jasper Ridge Partners, L.P.$4.5B AUM0.00%$216,43127.6KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$316,49325.4KQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$573,00050.0KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M150.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$636,30281.2KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$169,74421.7KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.00%$133,75911.5KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$1M128.2KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$199,29124.1KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$6,889552Q3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.00%$86,43611.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$29M3.66MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$427,84454.6KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$869,33069.7KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M376.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M240.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M601.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$55M7.07MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M171.1KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$178,26622.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$148,01118.9KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$210,45926.8KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$850,41268.1KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$3M253.2KQ3 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$10,2321.3KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$97,30212.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$17M2.15MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M410.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$29M3.75MQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$513,89665.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$173,77422.2KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.00%$440,19535.3KQ3 2025OLDER
Voleon Capital Management LP$4.6B AUM0.00%$129,81710.4KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$145,82418.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$10M847.6KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.00%$13,4141.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$60M7.61MQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$573,00050.0KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$11M1.43MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M212.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M139.7KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$226,39628.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$1M91.7KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$273,78134.9KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$206,90918.1KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$243,81221.3KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M302.2KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$803,74770.1KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M306.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$594,42975.8KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$211,06826.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M568.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M950.4KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$643,80056.2KQ4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$99,6538.0KQ3 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$836,528106.7KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M224.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$507,15464.7KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$79,49810.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$3M389.4KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.00%$4,214200Q4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.00%$46,8606.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$8M996.6KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$147,73018.8KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$3,449301Q4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M194.2KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,902166Q4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$78,83110.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$358,98642.0KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$98,40812.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$126,64716.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M906.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$329,89942.1KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$172,64515.1KQ4 2025OLDER
Perpetual Ltd$7.0B AUM0.00%$103,32313.2KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.00%$52,3914.2KQ3 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$975,547124.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M413.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$869,678110.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$14,2301.8KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,704600Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$189,57924.2KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$5,936764Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$4,352555Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M815.0KQ2 2026
Parallel Advisors, LLC$5.6B AUM0.00%$66,2648.5KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$39,6715.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$92,51211.8KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$4,160363Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M308.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$318,51640.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$4M531.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$176,54122.5KQ2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$310,61339.6KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$12,4261.6KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$301,06438.4KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$641,41481.8KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$134,04017.1KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.00%$12,787580Q4 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$98,51012.6KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$167,87021.4KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$144,96918.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$837,586106.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M400.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M663.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$97,71112.5KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$2,352300Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$4,057354Q4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$132,85010.6KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$318,47327.8KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$363,54946.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$445,02256.8KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$1,604162Q2 2026
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,098140Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$207,92526.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M131.6KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$14,8961.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$645,11682.3KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.00%$796.3KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M1.38MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$908,12876.7KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$137,30312.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M698.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,979635.0KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$326,14441.6KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$302,20138.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$19,3282.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$839,688107.1KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$2,172174Q3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,038260Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$2,349205Q2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$89,07311.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$123,88015.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M188.3KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$6,844873Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$22,5512.8KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$131,30911.5KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$208,99426.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$873,784111.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$340,13843.4KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$307,84639.3KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$166,00421.2KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$1108.8KQ3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$24,0491.9KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$12,8511.6KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$5,645720Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$79,74010.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$61278Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$3,073392Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$187,79224.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$127,00816.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$302,38138.6KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$3,563451Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$214,46327.4KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M230.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$33,1244.3KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$8,950781Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,9591.2KQ2 2026
UMB Bank, n.a.$7.2B AUM0.00%$20,1102.6KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$3,120250Q3 2025OLDER
HOEY INVESTMENTS, INC$693M AUM0.00%$1,997160Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$97,11712.4KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,901192Q2 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$648,72882.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$369,71147.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$830,625105.9KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$154,12912.3KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$13,0221.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$516,73465.9KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$321,97225.8KQ3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,392305Q1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$72263Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,316423Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$15,3461.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$9,420822Q4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,579329Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$62780Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$230,30729.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$97,14512.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$95,49412.3KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,098140Q1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$58,0565.1KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$425,43054.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$965123Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,059135Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$527,05967.2KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$124,30815.2KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$43,0495.6KQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$32426Q3 2025OLDER
Activest Wealth Management$569M AUM0.00%$73794Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$168,08621.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$243,33031.0KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$4,469570Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$52746Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,626335Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$2,838362Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,622462Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$11710Q4 2025OLDER
Investors Research Corp$523M AUM0.00%$53368Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$1,248100Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,586585Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,09888Q3 2025OLDER
Addison Advisors LLC$452M AUM0.00%$40852Q1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$22028Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$22,5482.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$947.1KQ3 2025OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$13812Q4 2025OLDER
BOKF, NA$6.5B AUM0.00%$5,666454Q3 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$824105Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$48,8164.1KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$115,45914.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$80,02610.2KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$46040Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$12,2221.6KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$51664Q1 2026OLDER

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