SEC 13F Intelligence

COSCNO FINL GROUP INC

CUSIP 12621E103 · Yahoo Finance ↗ · Google Finance ↗

Cno Finl Group Inc (COS) has 358 institutional holders in Filings Flow’s 13F database, together reporting 87.85M shares worth $3.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
358
Q1 2026
Reported Value
$3.4B
Ticker
COS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 227Q4 ’18Q1 ’19: 213Q2 ’19: 207Q2 ’19Q3 ’19: 203Q2 ’21: 213Q2 ’21Q4 ’21: 244Q4 ’22: 232Q4 ’22Q4 ’25: 362Q1 ’26: 358Q1 ’26Q2 ’26: 22filingsflow.com
Total reported value
Q4 ’18: $3.7BQ4 ’18Q1 ’19: $5.0BQ2 ’19: $5.1BQ2 ’19Q3 ’19: $4.6BQ2 ’21: $5.6BQ2 ’21Q4 ’21: $4.0BQ4 ’22: $975MQ4 ’22Q4 ’25: $3.7BQ1 ’26: $3.4BQ1 ’26Q2 ’26: $56Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KESTREL INVESTMENT MANAGEMENT CORP$167M AUM3.76%$6M153.3KQ1 2026OLDER
Paradice Investment Management LLC$532M AUM2.11%$11M273.3KQ1 2026OLDER
Huber Capital Management LLC$647M AUM1.39%$9M219.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM1.01%$277M6.73MQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.95%$30M733.6KQ1 2026OLDER
Kiker Wealth Management, LLC$209M AUM0.83%$2M42.4KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.61%$5M131.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.55%$25M607.1KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.52%$154M3.75MQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.42%$845,71320.6KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.38%$5M119.8KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.37%$8M185.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.36%$169M4.10MQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.33%$101M2.47MQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.29%$4M89.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.28%$953,20823.2KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.26%$7M177.4KQ1 2026OLDER
R Squared Ltd$182M AUM0.25%$451,74211.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.24%$8M186.6KQ4 2025OLDER
Uncommon Cents Investing LLC$431M AUM0.20%$874,16721.3KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.17%$5M110.5KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.15%$3M79.0KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.15%$546,13913.3KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.14%$5M122.8KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$2M37.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.13%$78M1.89MQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.13%$2M49.2KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.13%$309,1007.5KQ1 2026OLDER
Legacy Advisors, LLC$848M AUM0.13%$1M26.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.13%$1M29.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.12%$210,9915.0KQ4 2025OLDER
Odyssean, LLC$274M AUM0.12%$319,6527.8KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$636,61215.8KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.11%$270,3646.4KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.11%$94M2.37MQ3 2025OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.09%$15M361.6KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.09%$547,37113.3KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.09%$304,1317.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.09%$18M423.7KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.08%$897,60321.1KQ4 2025OLDER
111 Capital$406M AUM0.08%$338,0068.2KQ1 2026OLDER
Invst, LLC$886M AUM0.08%$762,25217.9KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.08%$445,13110.8KQ1 2026OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.08%$851,66720.7KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.08%$47M1.14MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.08%$147M3.58MQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.07%$18M429.5KQ1 2026OLDER
First Financial Bank - Trust Division$1.4B AUM0.07%$1M20.3KQ2 2026
Everhart Financial Group, Inc.$1.6B AUM0.07%$1M21.8KQ2 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.07%$1M29.1KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.07%$224,1885.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.07%$4M91.4KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$372,0009.4KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.06%$417,66610.0KQ4 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.06%$370,9369.0KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.06%$9M178.5KQ2 2026
Quantbot Technologies LP$2.4B AUM0.05%$2M38.7KQ4 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$8M191.3KQ4 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.05%$977,27822.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.05%$29M709.7KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$225,0915.3KQ4 2025OLDER
State of Wyoming$844M AUM0.05%$435,56410.6KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.05%$859,33320.2KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.05%$41M795.2KQ2 2026
Allianz Asset Management GmbH$95.4B AUM0.05%$44M1.07MQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.04%$662,13416.1KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.04%$329,9588.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.04%$3M80.6KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$13M318.3KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.04%$11M279.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.04%$161M3.93MQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.04%$2M53.8KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M128.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.04%$34M826.7KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$11M265.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.04%$1M30.1KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$21M521.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$8M188.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$18M449.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.03%$61M1.49MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$8M186.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$1M25.3KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.03%$471,03511.1KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$139M3.40MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.03%$17M403.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$62M1.52MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$9M220.0KQ3 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.03%$278,2457.0KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.03%$485,34711.4KQ4 2025OLDER
Journey Advisory Group, LLC$1.2B AUM0.03%$300,4377.3KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.03%$530,00212.9KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.03%$7M162.9KQ1 2026OLDER
DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM0.02%$767,53518.7KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$255,0756.0KQ4 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.02%$38,721943Q1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$1M25.9KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.02%$4M90.5KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.02%$44,0411.0KQ4 2025OLDER
Clark Asset Management, LLC$1.3B AUM0.02%$289,4645.7KQ2 2026
CONNABLE OFFICE INC$1.0B AUM0.02%$230,3885.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M66.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.02%$14M333.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M54.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$683,29716.6KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M96.2KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.02%$2M48.5KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M27.4KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.02%$852,93920.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M27.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$4M96.4KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$1M32.6KQ4 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.02%$24,063472Q2 2026
FourThought Financial Partners, LLC$1.2B AUM0.02%$202,3704.8KQ4 2025OLDER
BAILARD, INC.$4.4B AUM0.02%$740,35318.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$1M36.2KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$4M100.3KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.02%$3M75.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$802,32315.7KQ2 2026
ESL Trust Services, LLC$524M AUM0.02%$82,1202.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$24M588.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$9M219.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$16M388.3KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M29.7KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.01%$251,5756.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$1M29.1KQ3 2025OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$789,80417.8KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$19,577495Q3 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$869,28121.2KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$10M236.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$14M352.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M278.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M67.5KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$285,3266.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M28.0KQ1 2026OLDER
STALEY CAPITAL ADVISERS INC$2.4B AUM0.01%$263,7366.4KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$587,85514.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$562,02913.7KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$796,89219.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$100,3922.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M35.4KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$608,50914.8KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$974,80523.7KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$536M13.05MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$359,9328.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M24.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$20,900509Q1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$819,84120.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$227,2694.5KQ2 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M52.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$420,4549.9KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.01%$729,99717.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$61M1.49MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M26.0KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$251,7625.9KQ4 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$630,28415.3KQ1 2026OLDER
Tacita Capital Inc$169M AUM0.01%$12,400302Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$27M658.8KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$336,3238.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$495M11.65MQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M92.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$5M116.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$37M901.5KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$18,781475Q3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M37.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$44M1.06MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$103M2.51MQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$257,2656.5KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M26.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$689,56216.8KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$278,6036.6KQ4 2025OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.01%$409,9719.6KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$50M1.22MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M232.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$165M4.01MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M39.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M32.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M70.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$4M100.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$57,7091.1KQ2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$12M296.8KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$203,5765.0KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$8M196.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$972,17823.7KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.00%$934,15622.8KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$17,710417Q4 2025OLDER
Ethic Inc.$6.4B AUM0.00%$303,6807.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$79M1.87MQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$945,73523.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M108.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$89,1002.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$812,20819.8KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$4M105.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$307,3757.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M188.6KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$361,5338.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M32.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$19M459.7KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$10,470255Q1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$25,170613Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$554,06413.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$5M115.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M24.8KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$569,99413.9KQ2 2026
Accent Capital Management, LLC$206M AUM0.00%$7,350179Q1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$10,799263Q1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$356,1138.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$94,1622.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$862,26021.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$118,7952.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$228,1015.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M116.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$230,5925.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$20M493.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M86.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M79.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$41M988.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M57.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M32.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$12M294.8KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$222,8405.2KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$618,32815.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M39.2KQ4 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$62,4531.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$450,18210.6KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$16M401.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$8M185.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M43.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M44.2KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$484,82211.8KQ1 2026OLDER
Evergreen Private Wealth LLC$247M AUM0.00%$5,853148Q3 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$3,08075Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$305,3017.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M38.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$3M82.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$121,1743.0KQ2 2026
FMR LLC$1.90T AUM0.00%$40M983.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M44.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$10M242.5KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$7,802190Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$32M784.4KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$22,665552Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M67.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$64,9571.6KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$237,1635.8KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$4,517110Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$225,6675.5KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$45,7411.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M30.7KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$7,719188Q1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$238,1485.8KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$48,2401.1KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$106,0582.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M303.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M117.3KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$138,3723.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M72.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$235,3155.7KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$9,609234Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$236,1365.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M70.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$690,92316.8KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$270,5346.4KQ4 2025OLDER
Sachetta, LLC$184M AUM0.00%$2,38258Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$9,034220Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$444,68410.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,886119Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$5M128.9KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,35533Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$7,884192Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$120,1952.9KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$101,1312.5KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,93838Q2 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$216,8795.3KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$717,19717.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$962,03923.4KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$201,4404.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$10,758262Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$362,1908.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$31,617770Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$40,6181.0KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M45.5KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$8,820173Q2 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$381,2839.3KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$33,749662Q2 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$1M30.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$721,30317.6KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$476,62411.6KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$3,98597Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$201,1944.9KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$275,5596.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$448,83310.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M42.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$353,7738.6KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,43735Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$101,1312.5KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$6,570160Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$673,22016.4KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$242,2545.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M95.9KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$575,16814.0KQ1 2026OLDER
Graney & King, LLC$186M AUM0.00%$1,27331Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,54662Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$202,1574.8KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$608,83814.8KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$221,4015.6KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$150,4973.7KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$12,934315Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,35932Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$139,1603.3KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$975,91823.0KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M43.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$16,891411Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$379,2319.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,407107.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$477,71011.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$652,52115.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$496,82612.1KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$98524Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$258,3086.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M77.2KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$5,215127Q1 2026OLDER
S&T BANK/PA$268M AUM0.00%$1,27331Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M42.3KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$32,684796Q1 2026OLDER
Quarry LP$558M AUM0.00%$2,88868Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$21,146515Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M38.5KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$284,5637.2KQ3 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$89,8972.3KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$169,6604.1KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$208,9135.1KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1,80744Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M41.5KQ2 2026
Marquette Asset Management, LLC$779M AUM0.00%$2,49949Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$858,15420.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$22,624551Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$171,7914.0KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$239,2165.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$159,0423.9KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$88921Q4 2025OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$53413Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,81993Q1 2026OLDER
Amundi$367.1B AUM0.00%$722,49217.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,54662Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$78119Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$81616Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M33.0KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$15,048367Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$59415Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$120,6752.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$54,1991.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,31432Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$8,700213Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2055Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$21,872553Q3 2025OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$1,19129Q1 2026OLDER
Hilltop National Bank$468M AUM0.00%$4599Q2 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$90422Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$17,123417Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,49085Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$61615Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$158,6143.9KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$3288Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,31432Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$41110Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$15,028366Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$61615Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$86221Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$1,02725Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$17,286421Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1644Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$59415Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$11,209273Q1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$66313Q2 2026
Golden State Wealth Management, LLC$915M AUM0.00%$49312Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$32,767797Q1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.00%$51513Q3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$2476Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,60139Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$10,265250Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$57514Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2055Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$8,494200Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$771Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$5,537140Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$34,132863Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$4,270104Q2 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$22,665552Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$51010Q2 2026
CENTRAL TRUST Co$5.1B AUM0.00%$61615Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,02725Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$76418Q4 2025OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$2,12151Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$16,096379Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,69690Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$852Q4 2025OLDER
Erste Asset Management GmbH$10.8B AUM$00Q3 2025OLDER

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