SEC 13F Intelligence

BBVABANCO BILBAO VIZCAYA ARGENTA

CUSIP 05946K101 · Yahoo Finance ↗ · Google Finance ↗

Banco Bilbao Vizcaya Argenta (BBVA) has 485 institutional holders in Filings Flow’s 13F database, together reporting 184.37M shares worth $3.8B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Morgan Stanley, and Goldman Sachs Group Inc.

Institutional Holders
485
Q1 2026
Reported Value
$3.8B
Ticker
BBVA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 187Q4 ’18Q1 ’19: 192Q2 ’19: 194Q2 ’19Q3 ’19: 194Q2 ’21: 238Q2 ’21Q4 ’21: 237Q4 ’22: 236Q4 ’22Q4 ’25: 485Q1 ’26: 485Q1 ’26Q2 ’26: 34filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $3.7BQ2 ’19: $4.2BQ2 ’19Q3 ’19: $4.4BQ2 ’21: $2.4BQ2 ’21Q4 ’21: $2.3BQ4 ’22: $334MQ4 ’22Q4 ’25: $4.1BQ1 ’26: $3.8BQ1 ’26Q2 ’26: $58Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Arlington Capital Management, Inc.$177M AUM2.32%$4M161.8KQ4 2025OLDER
Altrius Capital Management Inc$503M AUM1.95%$10M452.5KQ1 2026OLDER
HARDING LOEVNER LP$9.7B AUM1.43%$139M6.40MQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM1.34%$7M340.5KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM1.05%$3M137.6KQ3 2025OLDER
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM1.01%$2M84.1KQ1 2026OLDER
JCIC Asset Management Inc.$326M AUM0.92%$3M138.6KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.88%$7M317.5KQ1 2026OLDER
Point Nemo Capital, LLC$152M AUM0.82%$1M57.7KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.66%$1M55.8KQ1 2026OLDER
Goodman Advisory Group, LLC$385M AUM0.63%$2M111.9KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.62%$3M147.1KQ4 2025OLDER
JMN Financial LLC$102M AUM0.58%$593,37627.4KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.58%$4M162.6KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.57%$2M78.6KQ1 2026OLDER
Haven Private, LLC$230M AUM0.56%$1M58.9KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.53%$4M199.1KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.48%$77M3.56MQ1 2026OLDER
Myriad Asset Management Advisors LLC$339M AUM0.43%$1M67.0KQ1 2026OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.42%$2M97.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.40%$27M1.26MQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.37%$2M94.4KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.37%$961,02244.4KQ1 2026OLDER
Naviter Wealth, LLC$801M AUM0.36%$3M132.4KQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.35%$954,10144.0KQ1 2026OLDER
DMC Group, LLC$148M AUM0.30%$439,67620.3KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.27%$2M76.9KQ1 2026OLDER
Beck Bode, LLC$591M AUM0.25%$2M74.0KQ4 2025OLDER
SEVEN MILE ADVISORY$139M AUM0.25%$340,01915.7KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.24%$2M80.0KQ1 2026OLDER
Connecticut Capital Management Group, LLC$106M AUM0.24%$253,87711.7KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.22%$644M29.72MQ1 2026OLDER
Williams & Novak, LLC$151M AUM0.22%$327,08313.1KQ2 2026
MATTERS CAPITAL LLC$113M AUM0.21%$233,62510.8KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.19%$240,03611.1KQ1 2026OLDER
CogentBlue Wealth Advisors, LLC$149M AUM0.19%$282,96613.1KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.18%$839,56033.5KQ2 2026
Five Oceans Advisors$276M AUM0.18%$504,98123.3KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.18%$463,57121.4KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.18%$6M250.8KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.18%$6M273.3KQ1 2026OLDER
Archford Capital Strategies, LLC$873M AUM0.18%$2M71.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.17%$11M507.1KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.17%$10M455.2KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.17%$295,85413.7KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.16%$611,98824.4KQ2 2026
Redhawk Wealth Advisors, Inc.$1.0B AUM0.16%$2M64.1KQ2 2026
NewEdge Wealth, LLC$8.4B AUM0.16%$13M610.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.15%$7M315.1KQ1 2026OLDER
Echo45 Advisors LLC$178M AUM0.15%$275,32012.7KQ1 2026OLDER
Disciplined Investors, L.L.C.$168M AUM0.14%$238,26011.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.14%$28M1.31MQ1 2026OLDER
Abel Hall, LLC$469M AUM0.14%$649,08530.0KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.13%$687,55331.7KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.13%$619,88828.6KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.13%$55M2.53MQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.13%$300,23513.9KQ1 2026OLDER
Brucke Financial, Inc.$197M AUM0.12%$242,70011.2KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.12%$397,41818.3KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.12%$12M539.3KQ1 2026OLDER
Symmetry Investments LP$913M AUM0.12%$1M50.0KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.11%$777,65935.9KQ1 2026OLDER
Shilanski & Associates, Inc.$376M AUM0.11%$426,71522.2KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.11%$576,65426.6KQ1 2026OLDER
St. Johns Investment Management Company, LLC$238M AUM0.11%$265,63812.3KQ1 2026OLDER
New Republic Capital, LLC$297M AUM0.11%$320,26714.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.11%$1M47.9KQ2 2026
WRAPMANAGER INC$288M AUM0.10%$298,86513.8KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.10%$484,87120.8KQ2 2026
SYON CAPITAL LLC$2.0B AUM0.10%$2M94.2KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.10%$833,95438.5KQ1 2026OLDER
Traveka Wealth, LLC$262M AUM0.10%$266,57012.3KQ1 2026OLDER
D'Orazio & Associates, Inc.$772M AUM0.10%$782,27336.1KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM0.10%$18M838.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.10%$2M81.2KQ1 2026OLDER
LAZARI CAPITAL MANAGEMENT, INC.$287M AUM0.09%$272,31012.6KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.09%$669,53330.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.09%$24M1.11MQ1 2026OLDER
New Vernon Capital Holdings II LLC$136M AUM0.09%$125,1305.8KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.09%$260,46212.0KQ1 2026OLDER
55 North Private Wealth, LLC$508M AUM0.09%$460,49418.4KQ2 2026
Lummis Asset Management, LP$167M AUM0.09%$150,0626.8KQ1 2026OLDER
Optas, LLC$661M AUM0.09%$588,78327.2KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.09%$5M207.9KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.09%$1M64.7KQ1 2026OLDER
Syverson Strege & Co$416M AUM0.08%$350,50216.2KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.08%$3M144.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.08%$3M158.8KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.08%$695,78432.1KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.08%$180,2128.3KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.08%$616,59528.5KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.07%$2M112.4KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.07%$2M80.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.07%$2M104.9KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.07%$4M185.8KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.07%$3M141.4KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.07%$492,76522.8KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.07%$387,80117.9KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.06%$3M140.4KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.06%$197,52410.3KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.06%$7M300.4KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.06%$1M74.7KQ3 2025OLDER
Legacy Financial Advisors, Inc.$715M AUM0.06%$419,26521.8KQ3 2025OLDER
JBF Capital, Inc.$676M AUM0.06%$389,88018.0KQ1 2026OLDER
Cresta Advisors, Ltd.$244M AUM0.06%$136,7375.9KQ4 2025OLDER
Hexagon Capital Partners LLC$683M AUM0.06%$387,02117.9KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.06%$137,2826.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$107M4.92MQ1 2026OLDER
Welch Group, LLC$2.7B AUM0.05%$1M67.2KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.05%$326,33015.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.05%$6M293.8KQ1 2026OLDER
Warren Street Wealth Advisors, LLC$393M AUM0.05%$210,4499.7KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$2M69.5KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.05%$1M53.9KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.05%$596,90623.8KQ2 2026
Smartleaf Asset Management LLC$2.8B AUM0.05%$1M68.4KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.05%$8M374.4KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.05%$77,6953.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.05%$2M72.6KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.05%$221,0959.5KQ4 2025OLDER
PDS Planning, Inc$1.5B AUM0.05%$724,18033.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.05%$98M4.78MQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.05%$3M140.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$224M10.34MQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.05%$1M50.3KQ1 2026OLDER
Werba Rubin Papier Wealth Management$718M AUM0.05%$331,00415.3KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.05%$332,28614.1KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.04%$817,92537.8KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.04%$886,05640.9KQ1 2026OLDER
SageGuard Financial Group, LLC$646M AUM0.04%$287,08213.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.04%$26M1.22MQ1 2026OLDER
Calydon Capital$613M AUM0.04%$270,36012.5KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.04%$46,0282.1KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.04%$444,33420.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.04%$2M89.8KQ1 2026OLDER
Clarius Group, LLC$1.8B AUM0.04%$732,54031.4KQ4 2025OLDER
Rathbones Group PLC$50.6B AUM0.04%$11M467.1KQ2 2026
Owl Creek Wealth Partners LLC$281M AUM0.04%$113,9105.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.04%$4M167.6KQ1 2026OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.04%$248,61311.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$815,78035.0KQ4 2025OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.04%$856,45636.7KQ4 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.04%$53,6792.1KQ2 2026
Qtron Investments LLC$738M AUM0.04%$264,59912.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$3M143.3KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.04%$1M45.8KQ4 2025OLDER
Aprio Wealth Management, LLC$1.8B AUM0.04%$647,35329.9KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.03%$13M605.6KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.03%$3M126.0KQ1 2026OLDER
May Hill Capital, LLC$371M AUM0.03%$253,89210.9KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.03%$8M384.8KQ1 2026OLDER
GREATMARK INVESTMENT PARTNERS, INC.$854M AUM0.03%$279,72012.0KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$61M2.82MQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.03%$3M147.4KQ3 2025OLDER
Hilltop National Bank$468M AUM0.03%$151,5636.0KQ2 2026
Global Retirement Partners, LLC$5.6B AUM0.03%$2M76.8KQ4 2025OLDER
Capital International Investors$426.5B AUM0.03%$133M6.55MQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.03%$505,19821.7KQ4 2025OLDER
Stonegate Investment Group, LLC$4.3B AUM0.03%$1M67.9KQ3 2025OLDER
Wealthstream Advisors, Inc.$661M AUM0.03%$199,93110.4KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.03%$809,16232.3KQ2 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$4M162.9KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.03%$2M94.6KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.03%$298,84111.9KQ2 2026
Rossby Financial, LCC$489M AUM0.03%$145,1906.7KQ1 2026OLDER
SYM FINANCIAL Corp$1.0B AUM0.03%$296,11413.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.03%$257M11.86MQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.03%$121,2125.2KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.03%$2M114.4KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.03%$300,03413.9KQ1 2026OLDER
Northside Capital Management, LLC$1.1B AUM0.03%$310,51814.3KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.03%$785,52536.3KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$41,3921.9KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.03%$187,4248.7KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.03%$275,25512.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.03%$1M63.9KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.03%$302,49814.0KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.03%$223,46610.3KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.03%$656,88030.3KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.02%$2M71.3KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$238,95311.0KQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.02%$414,25919.0KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.02%$6M268.7KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$360,21616.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.02%$12M543.3KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$512,70622.0KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.02%$265,59512.3KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$1M46.2KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.02%$454,12421.0KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$3M138.9KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$930,66148.3KQ3 2025OLDER
INTRUST BANK NA$1.2B AUM0.02%$272,56912.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.02%$87,7454.1KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.02%$273,13312.6KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.02%$2M70.5KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.02%$2M79.4KQ1 2026OLDER
a16z Perennial Management, L.P.$1.2B AUM0.02%$251,55911.6KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$312,51714.4KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.02%$717,29333.1KQ1 2026OLDER
Sage Mountain Advisors LLC$1.4B AUM0.02%$384,59216.5KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M65.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M77.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.02%$94,4404.9KQ3 2025OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$333,21515.4KQ1 2026OLDER
Oakworth Capital, Inc.$1.9B AUM0.02%$362,39316.7KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.02%$180,2118.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$143M6.60MQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.02%$316,01913.6KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.02%$1M61.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$69M3.16MQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.02%$12M565.9KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.02%$262,24512.1KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.02%$804,94134.5KQ4 2025OLDER
Pinnacle Bancorp, Inc.$339M AUM0.02%$59,7172.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.02%$2M83.4KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.02%$476,01422.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$279M11.98MQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M98.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.02%$14M629.4KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.02%$556,38328.9KQ3 2025OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.02%$289,96213.4KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.02%$46,6902.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.02%$13M602.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.02%$3M125.2KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$407,50518.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$27,9211.3KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$278,61612.9KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$610,89531.7KQ3 2025OLDER
Binnacle Investments Inc$170M AUM0.01%$24,2741.3KQ3 2025OLDER
Greenspring Advisors, LLC$1.6B AUM0.01%$232,06610.7KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.01%$27,1401.3KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$2M81.3KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$427,78018.3KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$746,58534.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$3M116.2KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$292,12013.5KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.01%$222,9839.6KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$327,71615.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$19M859.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$9M410.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$696,22332.1KQ2 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$716,40533.1KQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.01%$321,10314.8KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$2M104.5KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.01%$308,50414.2KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$234,87310.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M203.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$162M7.49MQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M151.5KQ2 2026
BAILARD, INC.$4.4B AUM0.01%$515,51323.8KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M116.4KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$302,14815.7KQ3 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.01%$3M144.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M278.5KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$1M56.3KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.01%$777,13935.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M118.6KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$669,61930.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M113.3KQ3 2025OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$281,60813.0KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.01%$18,395734Q2 2026
FMR LLC$1.90T AUM0.01%$184M8.52MQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$11M485.2KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.01%$50,8362.3KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$451,74618.0KQ2 2026
Dynasty Wealth Management, LLC$11.5B AUM0.01%$1M49.6KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$799,62236.9KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.01%$15,985738Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$15,747727Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$8M392.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$31,2781.4KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$318,83514.7KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$297,80313.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$27M1.26MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$9M419.9KQ1 2026OLDER
Florida Trust Wealth Management Co$3.6B AUM0.01%$301,30512.9KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$449,43820.8KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M70.2KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$346,32216.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$17M762.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$6M286.7KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$50,7662.3KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$628,98629.0KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.01%$18,182780Q4 2025OLDER
Pure Financial Advisors, LLC$7.0B AUM0.01%$533,29224.6KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$318,70514.7KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$1M54.0KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.01%$33,5731.6KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.01%$203,9299.4KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.01%$26,6631.2KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$724,88233.5KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.01%$3M112.5KQ4 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$290,54813.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$1M68.0KQ1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$222,61210.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$645,05829.8KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$7M301.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$33M1.54MQ1 2026OLDER
Apella Capital, LLC$7.1B AUM0.01%$490,32518.8KQ2 2026
FIRST HORIZON CORP$2.4B AUM0.01%$160,2407.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$41M1.91MQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$202,12610.5KQ3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.01%$17M725.9KQ4 2025OLDER
Foster Group, Inc.$3.8B AUM0.01%$236,1659.4KQ2 2026
M&T BANK CORP$29.2B AUM0.01%$2M84.6KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$7M331.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$239,92811.1KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.01%$43,7752.0KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.01%$55,6232.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M73.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M55.3KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.01%$139,1446.4KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$307,44214.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$32M1.48MQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M48.7KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$340,30415.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$12M558.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$208,9509.0KQ4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.01%$41,3901.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M182.3KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$209,7049.0KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$28M1.30MQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.01%$82M4.04MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$7M340.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$813,63637.6KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$285,81313.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$442,86623.0KQ3 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$19,321892Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M200.9KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$53,8142.5KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$5,133237Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$469,39721.7KQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.00%$238,58511.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$28,4621.3KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$59,2412.7KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$939,09148.8KQ3 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$217,98610.1KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$7,110305Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$156,9757.2KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$445,14420.6KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.00%$205,0128.8KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$2M83.7KQ1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.00%$13,083604Q1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$216,22910.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$29M1.33MQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$14,360573Q2 2026
Merit Financial Group, LLC$13.5B AUM0.00%$576,34526.6KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$8,000372Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M139.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M59.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M109.2KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$34,3251.6KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$5,437251Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M99.8KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$364,52816.8KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$5M234.1KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$19,449898Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$72,5613.4KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M127.8KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$20,902965Q1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$230,19410.6KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$13,927643Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$20M919.2KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$315,66714.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$566,56126.2KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$14M625.9KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$478,16222.1KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$1M54.6KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$4,007185Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$44,3422.0KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$422,91219.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M139.7KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$10M444.7KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.00%$217,35810.0KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$201,1569.3KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.00%$952,28244.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$188,9848.7KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$178M8.24MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$20M938.9KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$9,930426Q4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$626,90228.9KQ1 2026OLDER
FAYEZ SAROFIM & CO$39.1B AUM0.00%$1M51.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$260,33611.1KQ4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$10,549487Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$11,331523Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$5M223.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$384,74717.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M84.4KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.00%$12,520578Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$475,83722.0KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$6,666266Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M68.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$2M112.7KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M105.4KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$257,38611.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$581,86926.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$181,2038.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$1M62.2KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$13,606628Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$840,23838.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M118.9KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$719,08933.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$28,5911.3KQ1 2026OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM0.00%$9,595443Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$24,8661.1KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$308,15813.2KQ4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$12,089628Q3 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$276,92312.8KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$251,01811.6KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$379,93817.5KQ1 2026OLDER
Reyes Financial Architecture, Inc.$122M AUM0.00%$3,007129Q4 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$2,867123Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$117,8515.4KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$11,545533Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$7M338.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M189.0KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$18,107836Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$7,733357Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$13,755635Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$18,018936Q3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$309,27314.3KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$4M206.3KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$9,324400Q4 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$17,016679Q2 2026
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$205,6169.5KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$371,72917.2KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$309,46714.3KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$6,043279Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$47,0022.2KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$3,444159Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$725,03233.1KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$105,7664.9KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$16,192748Q1 2026OLDER
Burk Holdings LLC$233M AUM0.00%$3,314153Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$839,78336.0KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$337,89615.6KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$248,72311.5KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$2,708125Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$28,3571.3KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$13,147564Q4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$20,100928Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$5,589258Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2M91.8KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$32,5411.5KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$14,274659Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$227,69010.5KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$33,9861.5KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$52,8942.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$783,97036.2KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$27,4221.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M106.7KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$776,02935.8KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$11,496531Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$21,9631.0KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$11,878474Q2 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$336,61915.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$594,93527.5KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$598,63927.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$8,380386.8KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$2,643122Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$3,985184Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$170,3137.9KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$13,100562Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$230,07612.0KQ3 2025OLDER
Capital World Investors$732.9B AUM0.00%$6M317.1KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$2,387124Q3 2025OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$2,166100Q1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$4,180193Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$74,8793.5KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$12,043556Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$6,888318Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$3,030130Q4 2025OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$10,375479Q1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$14,166654Q1 2026OLDER
Bangor Savings Bank$1.4B AUM0.00%$9,254397Q4 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$7,040325Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$47,7421.9KQ2 2026
MAI Capital Management$17.7B AUM0.00%$129,0306.0KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$3,509162Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$1,75581Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M136.9KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.00%$4M216.5KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$31,6671.5KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.00%$1,75481Q1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$5,242242Q1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$1,47959Q2 2026
Wealth Watch Advisors, INC$239M AUM0.00%$1,77276Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$27,9201.3KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$225,45810.4KQ1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.00%$3,943182Q1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$9,141422Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$140,4846.5KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$4,107202Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$9,141422Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$8,946413Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$335,60517.4KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M101.6KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$5,415250Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$2,794129Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$5,047233Q1 2026OLDER

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