SEC 13F Intelligence

BROOKLINE BANCORP INC DEL COM

CUSIP 11373M107

Brookline Bancorp Inc Del Com has 1 institutional holders in Filings Flow’s 13F database, together reporting 204 shares worth $2,152 as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
1
Q1 2026
Reported Value
$2,152
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 152Q2 ’19Q3 ’19: 154Q4 ’19: 152Q1 ’20: 148Q2 ’20: 152Q2 ’20Q3 ’20: 146Q4 ’20: 140Q1 ’21: 149Q2 ’21: 160Q2 ’21Q3 ’21: 158Q4 ’21: 179Q1 ’22: 181Q2 ’22: 177Q2 ’22Q3 ’22: 173Q4 ’22: 177Q1 ’23: 180Q2 ’23: 176Q2 ’23Q3 ’23: 165Q4 ’23: 176Q1 ’24: 171Q2 ’24: 186Q2 ’24Q3 ’24: 209Q4 ’24: 207Q1 ’25: 220Q2 ’25: 216Q2 ’25Q3 ’25: 4Q4 ’25: 2Q1 ’26: 1filingsflow.com
Total reported value
Q2 ’19: $326MQ2 ’19Q3 ’19: $320MQ4 ’19: $411MQ1 ’20: $299MQ2 ’20: $282MQ2 ’20Q3 ’20: $263MQ4 ’20: $328MQ1 ’21: $429MQ2 ’21: $443MQ2 ’21Q3 ’21: $455MQ4 ’21: $483MQ1 ’22: $464MQ2 ’22: $396MQ2 ’22Q3 ’22: $364MQ4 ’22: $442MQ1 ’23: $351MQ2 ’23: $291MQ2 ’23Q3 ’23: $314MQ4 ’23: $516MQ1 ’24: $540MQ2 ’24: $459MQ2 ’24Q3 ’24: $467MQ4 ’24: $554MQ1 ’25: $621MQ2 ’25: $789MQ2 ’25Q3 ’25: $3MQ4 ’25: $2MQ1 ’26: $2,152filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CM Management, LLC$120M AUM1.73%$2M180.0KQ2 2025OLDER
Kintayl Capital LP$192M AUM1.25%$2M215.5KQ2 2025OLDER
M3F, Inc.$404M AUM1.25%$4M420.9KQ2 2025OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM1.15%$2M225.0KQ2 2025OLDER
EJF Capital LP$142M AUM0.64%$808,66876.7KQ2 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.51%$2M138.0KQ3 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.46%$20M1.88MQ2 2025OLDER
Sagefield Capital LP$1.4B AUM0.43%$3M294.3KQ2 2025OLDER
Canton Hathaway, LLC$496M AUM0.37%$2M170.8KQ2 2025OLDER
Westchester Capital Management, LLC$2.2B AUM0.27%$5M491.4KQ2 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.25%$1M105.0KQ2 2025OLDER
Slocum, Gordon & Co LLP$147M AUM0.20%$243,56723.1KQ2 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.18%$49M4.67MQ2 2025OLDER
Yakira Capital Management, Inc.$342M AUM0.14%$408,93938.8KQ2 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.13%$887,00284.1KQ2 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.11%$5M455.5KQ2 2025OLDER
ABC ARBITRAGE SA$753M AUM0.09%$788,49674.7KQ2 2025OLDER
Alta Wealth Advisors LLC$308M AUM0.06%$133,06812.6KQ2 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.05%$404,55038.3KQ2 2025OLDER
Curi Capital, LLC$5.6B AUM0.05%$2M225.0KQ2 2025OLDER
Pentwater Capital Management LP$19.3B AUM0.04%$7M655.0KQ2 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M1.18MQ2 2025OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.04%$636,63060.3KQ2 2025OLDER
EMC Capital Management$225M AUM0.04%$71,0006.7KQ2 2025OLDER
HENNESSY ADVISORS INC$2.8B AUM0.04%$1M105.0KQ2 2025OLDER
MAYPORT, LLC$538M AUM0.04%$148,04814.0KQ2 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.04%$117,75911.2KQ2 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M311.4KQ2 2025OLDER
Empowered Funds, LLC$15.7B AUM0.03%$3M255.5KQ2 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$605,06457.4KQ2 2025OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.02%$168,80016.0KQ2 2025OLDER
PINNEY & SCOFIELD, INC.$185M AUM0.02%$31,6503.0KQ2 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$433,85141.1KQ2 2025OLDER
Quantbot Technologies LP$2.4B AUM0.02%$765,13972.5KQ2 2025OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.02%$3M267.5KQ2 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M194.2KQ2 2025OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M158.7KQ2 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$126,17711.9KQ3 2025OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$29M2.72MQ2 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$16M1.55MQ2 2025OLDER
Verition Fund Management LLC$15.4B AUM0.02%$4M352.7KQ2 2025OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$204,33219.4KQ2 2025OLDER
WASHINGTON TRUST Co$3.0B AUM0.01%$416,62039.5KQ2 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M203.4KQ2 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$10M989.0KQ2 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$19M1.84MQ2 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M303.4KQ2 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$56M5.29MQ2 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$2M154.3KQ2 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$47,5594.5KQ2 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$488,38146.3KQ2 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$22M2.05MQ2 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.01%$112,25210.6KQ2 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$6M546.5KQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.01%$19M1.78MQ2 2025OLDER
ALGERT GLOBAL LLC$6.6B AUM0.01%$428,00040.6KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$438,88041.6KQ2 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$2M166.8KQ2 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M180.1KQ2 2025OLDER
Connecticut Wealth Management, LLC$2.4B AUM0.01%$149,35614.2KQ2 2025OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.01%$115,23810.9KQ2 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$504,02647.8KQ2 2025OLDER
World Investment Advisors$6.2B AUM0.01%$289,08627.4KQ2 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$274,30026.0KQ2 2025OLDER
State of Alaska, Department of Revenue$9.2B AUM0.01%$558,00053.0KQ2 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$664,00063.0KQ2 2025OLDER
CSS LLC/IL$2.1B AUM0.01%$124,78511.8KQ2 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$353,09833.5KQ2 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$760,03072.0KQ2 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M109.6KQ2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$29,6882.8KQ2 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$755,35971.6KQ2 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$324,74030.8KQ2 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$215,09320.4KQ2 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$351,47333.3KQ2 2025OLDER
SHELL ASSET MANAGEMENT CO$996M AUM0.00%$100,0009.5KQ2 2025OLDER
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$2M148.1KQ2 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$548,59052.0KQ2 2025OLDER
BARRETT & COMPANY, INC.$291M AUM0.00%$8,440800Q2 2025OLDER
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$1M137.9KQ2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$111,04910.5KQ2 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$91,5748.7KQ2 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$842,98779.9KQ2 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$440,67641.8KQ2 2025OLDER
COMERICA BANK$25.1B AUM0.00%$701,25966.5KQ2 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M309.4KQ2 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$132M12.56MQ2 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$5M441.7KQ2 2025OLDER
STRS OHIO$25.2B AUM0.00%$642,49560.9KQ2 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M263.8KQ2 2025OLDER
NBT BANK N A /NY$1.5B AUM0.00%$33,5243.2KQ2 2025OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$106,08810.1KQ2 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$12M1.10MQ2 2025OLDER
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.00%$262,00024.8KQ2 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.00%$56,9705.4KQ2 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$463,76744.0KQ2 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M202.9KQ2 2025OLDER
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$128,00012.1KQ2 2025OLDER
AMALGAMATED BANK$13.1B AUM0.00%$268,00025.4KQ2 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$8M780.0KQ2 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$211,55920.1KQ2 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M99.3KQ2 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$11M1.02MQ2 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M98.3KQ2 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$91,2798.7KQ2 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$147,70014.0KQ2 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$24M2.23MQ2 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$276,85326.2KQ2 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$42M4.01MQ2 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$98M9.25MQ2 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$851,80680.7KQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$9M831.3KQ2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$33,0223.1KQ2 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$663,95662.9KQ2 2025OLDER
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$905,00085.9KQ2 2025OLDER
Coastline Trust Co$1.0B AUM0.00%$12,3541.2KQ2 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$219,67220.8KQ2 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$120,75511.4KQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$10M903.6KQ2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M94.9KQ2 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$241,35222.9KQ2 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$830,45478.7KQ2 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M846.0KQ2 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$465,00044.1KQ2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$18,5471.8KQ2 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$408,02138.7KQ2 2025OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.00%$126,37812.0KQ2 2025OLDER
Boston Trust Walden Corp$12.2B AUM0.00%$152,97514.5KQ2 2025OLDER
Swiss National Bank$173.8B AUM0.00%$2M171.8KQ2 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$255,78524.2KQ2 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$828,30178.5KQ2 2025OLDER
CWM, LLC$38.1B AUM0.00%$283,00026.8KQ2 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$11,1821.1KQ2 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$507,62448.1KQ2 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$260,65024.7KQ2 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$865,27982.0KQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$761,81372.2KQ2 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$329,26631.2KQ2 2025OLDER
Essential Partners LLC$250M AUM0.00%$2,152204Q1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$229,49521.8KQ2 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$188,84517.9KQ2 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$616,00058.4KQ2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$12M1.17MQ2 2025OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$9,612911Q2 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$110,31810.5KQ2 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M210.3KQ2 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$114,15110.8KQ2 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$163,04415.5KQ2 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$158,00015.0KQ2 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M249.4KQ2 2025OLDER
Mariner, LLC$85.7B AUM0.00%$424,00540.2KQ2 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,688160Q2 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$2M187.7KQ2 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M253.2KQ2 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$460,90943.7KQ2 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,866556Q2 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M202.0KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$3M260.0KQ2 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$173,78016.5KQ2 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M550.2KQ2 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$207,02319.6KQ2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M563.5KQ2 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$24,9402.4KQ2 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$259,00024.5KQ2 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$356,13633.8KQ2 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M150.8KQ2 2025OLDER
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.00%$7,000653Q2 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$89484Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$11,2341.1KQ2 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M144.4KQ2 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$263,33925.0KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$742,00270.3KQ2 2025OLDER
PROATHLETE WEALTH MANAGEMENT LLC$361M AUM0.00%$77073Q2 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$651,82161.8KQ2 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,798360Q2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$491,91546.6KQ2 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$106,08810.1KQ2 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$137,15912.1KQ2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M140.6KQ2 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$16,4261.6KQ2 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$387,32836.7KQ2 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M97.1KQ2 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$646,16661.2KQ2 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$106,26010.1KQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$618,48058.6KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M121.3KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$1M100.3KQ2 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$172,39816.3KQ2 2025OLDER
Creative Planning$147.4B AUM0.00%$107,52610.2KQ2 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$156,14014.8KQ2 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$77073Q2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$194,27218.4KQ2 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$4,062385Q2 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$18,4521.7KQ2 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,530145Q2 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$103,3379.8KQ2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$89,4958.5KQ2 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$26425Q2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$32,6093.0KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,783169Q2 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,076102Q2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,00792Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$7,100673Q2 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$68665Q2 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$42240Q2 2025OLDER
MAI Capital Management$17.7B AUM0.00%$1,984188Q2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$27526Q2 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,5101.1KQ2 2025OLDER
BESSEMER GROUP INC$63.6B AUM0.00%$5,000462Q2 2025OLDER
FMR LLC$1.90T AUM0.00%$142,37113.5KQ2 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$87683Q2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$2,849270Q2 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1,139108Q2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$38036Q2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$323Q2 2025OLDER

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