SEC 13F Intelligence

CPCANADIAN PACIFIC KANSAS CITY

CUSIP 13646K108 · Yahoo Finance ↗ · Google Finance ↗

Canadian Pacific Kansas City (CP) has 935 institutional holders in Filings Flow’s 13F database, together reporting 602.76M shares worth $46.5B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Tci Fund Management Ltd, and Vanguard Group Inc.

Institutional Holders
935
Q1 2026
Reported Value
$46.5B
Ticker
CP
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 935Q4 ’25Q1 ’26: 935Q1 ’26Q2 ’26: 73Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $44.4BQ4 ’25Q1 ’26: $46.5BQ1 ’26Q2 ’26: $594MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Veritas Asset Management LLP$5.9B AUM9.13%$539M6.85MQ1 2026OLDER
CHANNING GLOBAL ADVISORS, LLC$171M AUM8.55%$15M186.4KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM8.47%$690M8.79MQ1 2026OLDER
Georgetown University$221M AUM8.28%$18M232.6KQ1 2026OLDER
TCI Fund Management Ltd$45.2B AUM8.10%$3.7B46.52MQ1 2026OLDER
Freshford Capital Management, LLC$200M AUM7.45%$15M189.7KQ1 2026OLDER
Rothschild & Co Wealth Management UK Ltd$6.5B AUM6.34%$414M5.26MQ1 2026OLDER
Dilation Capital Management LP$199M AUM6.32%$13M160.1KQ1 2026OLDER
Prevatt Capital Ltd$371M AUM5.96%$21M280.0KQ4 2025OLDER
Galibier Capital Management Ltd.$300M AUM5.96%$18M240.0KQ3 2025OLDER
LRZ CAPITAL LLC$200M AUM5.83%$12M148.0KQ1 2026OLDER
Consulta Ltd$2.0B AUM5.29%$106M1.35MQ1 2026OLDER
Heronetta Management, L.P.$110M AUM5.22%$9M89.3KQ4 2025OLDER
Ravenstone Capital Management Inc.$200M AUM5.03%$10M128.3KQ2 2026
M.D. Sass, LLC$1.3B AUM4.52%$56M745.4KQ3 2025OLDER
Value Partners Investments Inc.$1.3B AUM4.33%$57M722.9KQ1 2026OLDER
Maren Capital LLC$1.9B AUM4.31%$82M1.05MQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM4.31%$13M115.0KQ1 2026OLDER
Sustainable Growth Advisers, LP$10.6B AUM3.86%$410M5.21MQ1 2026OLDER
Summerhill Capital Management lnc.$115M AUM3.79%$4M55.3KQ1 2026OLDER
Cardinal Capital Management, Inc.$3.7B AUM3.53%$131M1.67MQ1 2026OLDER
WGI DM, LLC$1000M AUM3.49%$35M444.1KQ1 2026OLDER
Heathbridge Capital Management Ltd.$275M AUM3.33%$9M116.8KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM3.09%$87M1.11MQ1 2026OLDER
BCV Asset Management Inc.$2.9B AUM3.03%$88M1.12MQ1 2026OLDER
MUFG SECURITIES (CANADA), LTD.$3.5B AUM3.01%$105M1.33MQ1 2026OLDER
Partners Group Holding AG$1.4B AUM2.86%$39M253.1KQ1 2026OLDER
Minneapolis Portfolio Management Group, LLC$942M AUM2.85%$27M341.1KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM2.85%$1.2B16.08MQ1 2026OLDER
Addenda Capital Inc.$3.7B AUM2.79%$103M832.9KQ2 2026
Lorne Steinberg Wealth Management Inc.$422M AUM2.67%$11M143.1KQ1 2026OLDER
Sycale Advisors (NY) LLC$201M AUM2.65%$14M189.8KQ3 2025OLDER
Coleford Investment Management Ltd.$408M AUM2.59%$11M134.6KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM2.54%$96M1.22MQ1 2026OLDER
Findlay Park Partners LLP$7.2B AUM2.53%$182M2.31MQ1 2026OLDER
Concorde Financial Corp$127M AUM2.48%$3M40.1KQ1 2026OLDER
KIRR MARBACH & CO LLC /IN/$549M AUM2.46%$13M171.1KQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM2.45%$8M96.4KQ1 2026OLDER
YCG, LLC$1.1B AUM2.41%$27M337.9KQ1 2026OLDER
Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM2.40%$33M424.7KQ1 2026OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM2.37%$4M50.3KQ1 2026OLDER
BRISTOL JOHN W & CO INC /NY/$6.1B AUM2.37%$144M1.83MQ1 2026OLDER
SOROS CAPITAL MANAGEMENT LLC$230M AUM2.36%$5M69.0KQ1 2026OLDER
CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM2.27%$342M4.34MQ1 2026OLDER
Saranac Partners Ltd$234M AUM2.26%$5M67.2KQ1 2026OLDER
Canoe Financial LP$7.3B AUM2.18%$160M2.03MQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM2.16%$7M88.9KQ1 2026OLDER
Walter Public Investments Inc.$418M AUM2.14%$9M113.7KQ1 2026OLDER
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM2.06%$7M89.7KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM2.02%$24M299.2KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM1.99%$389M4.96MQ1 2026OLDER
Port Capital LLC$2.2B AUM1.97%$44M563.9KQ1 2026OLDER
Quilter Plc$5.7B AUM1.91%$109M991.4KQ1 2026OLDER
Forge First Asset Management Inc.$218M AUM1.86%$4M54.4KQ3 2025OLDER
Mirova US LLC$8.8B AUM1.74%$153M1.94MQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM1.66%$160M2.03MQ1 2026OLDER
Egerton Capital (UK) LLP$9.0B AUM1.59%$151M2.03MQ3 2025OLDER
Marathon Asset Management Ltd$2.6B AUM1.59%$41M527.0KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM1.59%$464M5.91MQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM1.54%$2M28.7KQ3 2025OLDER
SMA Capital LLC$232M AUM1.53%$4M45.0KQ1 2026OLDER
DKRT Investments Corp.$395M AUM1.50%$5M72.0KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM1.48%$1.2B15.63MQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM1.44%$195M2.48MQ1 2026OLDER
AYAL Capital Advisors Ltd$369M AUM1.44%$5M67.5KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM1.42%$19M246.1KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM1.42%$478M6.18MQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM1.41%$85M1.08MQ1 2026OLDER
Meixler Investment Management, Ltd.$186M AUM1.31%$2M30.9KQ1 2026OLDER
Compass Wealth Management LLC$405M AUM1.31%$5M67.5KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM1.31%$25M322.2KQ1 2026OLDER
LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM1.30%$51M651.3KQ1 2026OLDER
FIL Ltd$128.7B AUM1.28%$1.7B21.00MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM1.28%$557M7.08MQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM1.27%$522M6.61MQ1 2026OLDER
Blue Zone Wealth Advisors, LLC$491M AUM1.23%$6M77.0KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM1.21%$21M258.2KQ1 2026OLDER
Ruffer LLP$2.4B AUM1.21%$30M374.5KQ1 2026OLDER
PCJ Investment Counsel Ltd.$352M AUM1.20%$4M53.7KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM1.20%$1.5B18.83MQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM1.18%$288M3.69MQ1 2026OLDER
TILIA FIDUCIARY PARTNERS, INC.$182M AUM1.17%$2M28.9KQ4 2025OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM1.17%$7M92.9KQ4 2025OLDER
Murchinson Ltd.$791M AUM1.15%$9M115.4KQ1 2026OLDER
Cherokee Insurance Co$263M AUM1.14%$3M38.1KQ1 2026OLDER
Hudson Value Partners, LLC$335M AUM1.13%$4M48.4KQ1 2026OLDER
Estabrook Capital Management$685M AUM1.10%$8M95.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM1.07%$297M3.81MQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$2.1B AUM1.07%$22M255.5KQ2 2026
1832 Asset Management L.P.$108.8B AUM1.02%$1.1B14.14MQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM1.00%$613M7.80MQ1 2026OLDER
GPM Growth Investors, Inc.$238M AUM0.98%$3M34.3KQ4 2025OLDER
Timber Creek Capital Management LLC$412M AUM0.97%$4M54.1KQ3 2025OLDER
NICOLA WEALTH MANAGEMENT LTD.$833M AUM0.95%$10M141.5KQ4 2025OLDER
Rathbones Group PLC$50.6B AUM0.93%$238M3.14MQ2 2026
FAYEZ SAROFIM & CO$39.1B AUM0.93%$363M4.62MQ1 2026OLDER
Stamos Capital Partners, L.P.$640M AUM0.92%$6M75.0KQ1 2026OLDER
Parrish Capital LLC$112M AUM0.88%$990,32912.6KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.86%$37M474.4KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM0.86%$26M325.0KQ1 2026OLDER
BEACONLIGHT CAPITAL, LLC$190M AUM0.84%$2M20.3KQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM0.84%$10M127.0KQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.78%$896,37211.4KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.77%$43M584.6KQ4 2025OLDER
K.J. Harrison & Partners Inc$608M AUM0.77%$5M59.6KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.77%$7M90.8KQ1 2026OLDER
Vanderbilt University$526M AUM0.76%$4M60.6KQ4 2025OLDER
Ninety One North America, Inc.$2.2B AUM0.75%$17M214.4KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.75%$114M1.04MQ1 2026OLDER
OAK FAMILY ADVISORS, LLC$355M AUM0.75%$3M40.1KQ3 2025OLDER
First Washington CORP$353M AUM0.74%$3M33.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.73%$4.2B53.04MQ1 2026OLDER
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM0.73%$2M20.3KQ1 2026OLDER
Windmill Hill Asset Management Ltd$321M AUM0.70%$2M28.6KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.70%$156M1.98MQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.70%$3M37.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.69%$413M5.30MQ1 2026OLDER
MILFORD FUNDS LTD$4.8B AUM0.69%$33M299.8KQ1 2026OLDER
Hamrick Investment Counsel, llc$180M AUM0.69%$1M15.7KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.67%$26M348.3KQ4 2025OLDER
Redmond Asset Management, LLC$366M AUM0.67%$2M31.1KQ1 2026OLDER
Fisher Funds Management LTD$3.4B AUM0.66%$22M285.3KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.66%$34M450.5KQ3 2025OLDER
Narwhal Capital Management$1.4B AUM0.66%$9M113.0KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM0.64%$15M188.5KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.63%$2M18.7KQ2 2026
Alamea Verwaltungs GmbH$135M AUM0.62%$839,53810.7KQ1 2026OLDER
McCollum Christoferson Group LLC$333M AUM0.62%$2M37.3KQ1 2026OLDER
Act Two Investors LLC$453M AUM0.61%$3M35.2KQ1 2026OLDER
Manhattan West Asset Management, LLC$511M AUM0.60%$3M39.3KQ1 2026OLDER
Dixon Mitchell Investment Counsel Inc.$2.9B AUM0.60%$17M218.5KQ1 2026OLDER
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.59%$1M17.1KQ1 2026OLDER
Signature Wealth Management Group$263M AUM0.59%$2M19.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.58%$1.6B19.79MQ1 2026OLDER
CONWAY CAPITAL MANAGEMENT, INC.$214M AUM0.57%$1M15.4KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.56%$15M187.8KQ1 2026OLDER
11 Capital Partners LP$348M AUM0.56%$2M27.6KQ4 2025OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM0.55%$7M92.2KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.55%$1M13.8KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.55%$92M1.17MQ1 2026OLDER
Sienna Gestion$1.5B AUM0.55%$8M107.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.55%$637M8.10MQ1 2026OLDER
SIG North Trading, ULC$5.0B AUM0.54%$27M345.0KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.54%$2M27.8KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.54%$5M57.0KQ1 2026OLDER
London & Capital Asset Management Ltd$9.2B AUM0.54%$50M630.1KQ1 2026OLDER
KP Management LLC$409M AUM0.53%$2M22.5KQ3 2025OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.53%$90M1.14MQ1 2026OLDER
Waycross Investment Management Co$105M AUM0.51%$535,3606.8KQ1 2026OLDER
CONTINENTAL INVESTORS SERVICES, INC.$106M AUM0.50%$533,3736.3KQ1 2026OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM0.50%$3M42.8KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.50%$555M7.08MQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.49%$871,39511.1KQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.48%$46M424.6KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.48%$661,6098.4KQ1 2026OLDER
Alessandra Capital Management, LLC$113M AUM0.47%$533,7467.2KQ1 2026OLDER
BEARING POINT CAPITAL, LLC$638M AUM0.46%$3M40.4KQ4 2025OLDER
Sustainable Insight Capital Management, LLC$298M AUM0.45%$1M17.0KQ1 2026OLDER
Financial Partners Group, Inc$836M AUM0.45%$4M47.6KQ1 2026OLDER
Hemenway Trust Co LLC$1.2B AUM0.44%$5M69.0KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.42%$1M13.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.42%$13M170.9KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.42%$473M6.03MQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.41%$3M39.5KQ1 2026OLDER
Notis-McConarty Edward$201M AUM0.41%$819,24410.4KQ1 2026OLDER
FIRST FOUNDATION ADVISORS$2.5B AUM0.40%$10M127.5KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.39%$1M17.4KQ4 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.39%$11M153.9KQ4 2025OLDER
Quad-Cities Investment Group, LLC$278M AUM0.39%$1M12.5KQ2 2026
Medallion Wealth Advisors, LLC$306M AUM0.39%$1M15.1KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.38%$516,673443Q3 2025OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.37%$743,9778.6KQ2 2026
COUNTRY CLUB BANK$1.7B AUM0.35%$6M81.5KQ3 2025OLDER
Cumberland Partners Ltd$1.3B AUM0.34%$4M56.6KQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.34%$2M23.3KQ1 2026OLDER
Clarendon Private LLC$130M AUM0.33%$369,2475.0KQ3 2025OLDER
Phraction Management LLC$483M AUM0.33%$1M15.3KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.33%$229M2.91MQ1 2026OLDER
Dempze Nancy E$182M AUM0.32%$587,2757.5KQ1 2026OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.32%$1M13.7KQ1 2026OLDER
Morey & Quinn Wealth Partners, LLC$141M AUM0.32%$445,8455.7KQ1 2026OLDER
Busey Bank$3.7B AUM0.31%$11M145.7KQ1 2026OLDER
Smart Portfolios, LLC$100M AUM0.31%$310,3143.9KQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM0.31%$2M20.8KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.31%$176M2.24MQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM0.30%$48M436.6KQ1 2026OLDER
Burkett Asset Management Ltd$101M AUM0.30%$297,0454.0KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.30%$11M138.1KQ1 2026OLDER
Tenzing Financial LLC$146M AUM0.30%$430,3204.9KQ2 2026
Banque Transatlantique SA$4.2B AUM0.30%$12M156.7KQ1 2026OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM0.29%$916,92711.2KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.28%$17M225.0KQ3 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.28%$58M735.7KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.28%$432M5.49MQ1 2026OLDER
Scientech Research LLC$120M AUM0.28%$797,41510.7KQ3 2025OLDER
Accent Capital Management, LLC$206M AUM0.28%$645,7178.8KQ4 2025OLDER
Skye Global Management LP$5.0B AUM0.28%$14M176.5KQ1 2026OLDER
Barnett & Company, Inc.$129M AUM0.28%$355,9374.5KQ1 2026OLDER
Elefante Mark B$182M AUM0.28%$500,6716.4KQ1 2026OLDER
Covea Finance$2.9B AUM0.27%$8M99.9KQ1 2026OLDER
Cohen Klingenstein LLC$3.1B AUM0.27%$8M107.9KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.27%$3M40.0KQ1 2026OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.27%$2M26.0KQ2 2026
GREENLEAF TRUST$10.2B AUM0.27%$27M349.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.27%$1.8B22.28MQ1 2026OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.27%$594,8257.6KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.27%$690,1418.8KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.27%$6M78.3KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.27%$1M15.5KQ1 2026OLDER
Accretive Wealth Partners, LLC$356M AUM0.27%$946,35812.0KQ1 2026OLDER
ALKEON CAPITAL MANAGEMENT LLC$59.5B AUM0.26%$158M2.00MQ1 2026OLDER
Storgate, LLC$127M AUM0.26%$337,3734.3KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.26%$165M2.10MQ1 2026OLDER
Timelo Investment Management Inc.$127M AUM0.26%$736,30010.0KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.26%$78M987.6KQ1 2026OLDER
VIAWEALTH, LLC$180M AUM0.26%$465,7465.9KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.26%$20M242.7KQ1 2026OLDER
Alpine Fox Capital LLC$154M AUM0.26%$393,3005.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.25%$531M6.75MQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.25%$445,1375.7KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.25%$8M95.4KQ1 2026OLDER
Corient IA LLC$106M AUM0.25%$261,1513.3KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.24%$449,1495.7KQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.24%$7M83.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.24%$2M32.6KQ3 2025OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.23%$905,94412.3KQ4 2025OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.23%$4M50.3KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.23%$531,1916.8KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.23%$18M224.5KQ1 2026OLDER
Sound Stewardship, LLC$218M AUM0.23%$495,1626.3KQ1 2026OLDER
Walker Asset Management, LLC$185M AUM0.22%$410,1335.2KQ1 2026OLDER
GAM Holding AG$1.6B AUM0.22%$3M46.7KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.22%$18M239.8KQ4 2025OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.21%$708,9469.0KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.21%$15M186.0KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.21%$1M18.7KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.21%$2M25.4KQ1 2026OLDER
Midwest Financial Group LLC$234M AUM0.21%$493,5926.3KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.21%$371,4334.7KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.21%$421,0675.4KQ1 2026OLDER
Wahed Invest LLC$770M AUM0.21%$2M20.4KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.20%$10M132.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.20%$69M873.5KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.20%$2M22.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.20%$6M81.0KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.20%$225M2.86MQ1 2026OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.20%$978,53012.4KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.19%$431,4035.5KQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM0.19%$466,3245.9KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM0.19%$1M17.4KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.19%$1M15.4KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.19%$8M97.9KQ1 2026OLDER
Silphium Asset Management Ltd$264M AUM0.19%$496,8176.3KQ1 2026OLDER
Stone Wealth Partners$111M AUM0.19%$210,5822.9KQ4 2025OLDER
Boston Common Asset Management, LLC$1.7B AUM0.19%$3M42.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.19%$77M976.3KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.18%$15M184.4KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.18%$646,9008.2KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.17%$326,0464.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.17%$403,9195.1KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.17%$1M15.7KQ1 2026OLDER
Leslie Global Wealth, LLC$190M AUM0.17%$325,6524.1KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.17%$6M71.5KQ1 2026OLDER
Granite Group Advisors, LLC$165M AUM0.17%$282,6023.5KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.17%$771,5328.9KQ2 2026
Asset One Wealth Management LLC$904M AUM0.17%$2M18.5KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.17%$4M46.1KQ1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.17%$12M147.4KQ1 2026OLDER
Austin Asset Management Co Inc$608M AUM0.17%$1M12.8KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.17%$488M6.20MQ1 2026OLDER
Tranquility Partners, LLC$265M AUM0.17%$489,6236.6KQ3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.16%$105M1.33MQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.16%$4M45.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.16%$8M101.6KQ1 2026OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.16%$392,6325.0KQ1 2026OLDER
Coronation Fund Managers Ltd.$2.2B AUM0.16%$4M45.1KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.16%$14M178.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.16%$625M7.94MQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.16%$8M100.1KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.15%$460M4.84MQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.15%$285M3.62MQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.15%$5M68.6KQ1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.15%$524,0336.7KQ2 2026
Choate Investment Advisors$5.1B AUM0.15%$8M98.8KQ1 2026OLDER
Passumpsic Savings Bank$183M AUM0.15%$276,0393.7KQ4 2025OLDER
AVIVA PLC$59.6B AUM0.15%$89M1.14MQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.15%$9M118.2KQ1 2026OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM0.15%$207,8272.8KQ3 2025OLDER
Income Insurance Ltd$147M AUM0.15%$213,5982.7KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.14%$12M151.2KQ1 2026OLDER
Legacy Financial Strategies, LLC$554M AUM0.14%$801,70310.2KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.14%$435,9345.5KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.14%$900,48911.4KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.14%$16M148.3KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.14%$921,43012.5KQ1 2026OLDER
SCHARF INVESTMENTS, LLC$3.2B AUM0.14%$5M58.2KQ1 2026OLDER
Papamarkou Wellner Asset Management inc.$164M AUM0.14%$226,8653.0KQ3 2025OLDER
Emergent Wealth Advisors, LLC$169M AUM0.14%$236,3733.0KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.14%$336,3974.5KQ3 2025OLDER
BAYBAN$115M AUM0.14%$158,6572.0KQ1 2026OLDER
VeraBank, N.A.$546M AUM0.14%$747,2709.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.14%$237M3.02MQ1 2026OLDER
IMS Capital Management$217M AUM0.13%$291,8523.9KQ3 2025OLDER
Guardian Partners Inc.$1.2B AUM0.13%$2M20.4KQ1 2026OLDER
Fire Capital Management LLC$214M AUM0.13%$263,3753.6KQ4 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.13%$13M169.2KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.13%$11M134.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.13%$561M7.15MQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.13%$10M127.8KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.13%$6M76.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.13%$2M21.4KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.13%$4M46.4KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.13%$41M523.1KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.13%$333,2834.2KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.13%$664,3088.1KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.13%$20M250.0KQ1 2026OLDER
Boomfish Wealth Group, LLC$187M AUM0.12%$231,2173.1KQ3 2025OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.12%$253,1283.2KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.12%$1M19.9KQ3 2025OLDER
Ninety One UK Ltd$44.7B AUM0.12%$55M633.5KQ2 2026
UMB Bank, n.a.$7.2B AUM0.12%$9M110.7KQ1 2026OLDER
Independent Solutions Wealth Management, LLC$679M AUM0.12%$795,48910.1KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.12%$459,8525.3KQ2 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.12%$1M12.0KQ2 2026
Asset Management Group, Inc.$619M AUM0.12%$711,5589.0KQ1 2026OLDER
Evelyn Partners Investment Management (Europe) Ltd$291M AUM0.11%$332,7544.2KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.11%$10M87.6KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.11%$44M588.3KQ3 2025OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.11%$459,5325.8KQ1 2026OLDER
Paragon Capital Management LLC$202M AUM0.11%$228,9823.1KQ3 2025OLDER
CONNABLE OFFICE INC$1.0B AUM0.11%$1M14.3KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.11%$947,21212.8KQ4 2025OLDER
Hara Capital LLC$200M AUM0.11%$220,5592.8KQ1 2026OLDER
Tradewinds, LLC.$310M AUM0.11%$339,5343.9KQ1 2026OLDER
Platform Technology Partners$519M AUM0.11%$562,5027.2KQ1 2026OLDER
LCNB CORP$297M AUM0.11%$321,0114.1KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.11%$12M159.8KQ2 2026
V-Square Quantitative Management LLC$946M AUM0.11%$1M9.2KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.11%$239,1263.0KQ1 2026OLDER
SONATA CAPITAL GROUP INC$271M AUM0.10%$283,5703.6KQ1 2026OLDER
Successful Portfolios LLC$181M AUM0.10%$200,9392.8KQ4 2025OLDER
APG Asset Management N.V.$31.6B AUM0.10%$32M465.2KQ1 2026OLDER
Kidder Stephen W$340M AUM0.10%$339,0234.3KQ1 2026OLDER
New Republic Capital, LLC$297M AUM0.10%$292,2203.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.10%$114M1.44MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.10%$601,9857.7KQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.10%$16M208.9KQ1 2026OLDER
Nova R Wealth, Inc.$313M AUM0.09%$297,5713.8KQ1 2026OLDER
Birchwood Financial Partners, Inc.$104M AUM0.09%$98,3251.3KQ1 2026OLDER
GS Investments, Inc.$175M AUM0.09%$165,1862.1KQ1 2026OLDER
Shellback Capital, LP$703M AUM0.09%$1M20.0KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.09%$102M1.29MQ1 2026OLDER
Citrine Capital LLC$231M AUM0.09%$216,3152.8KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.09%$223,4703.0KQ3 2025OLDER
Evelyn Partners Investment Management Services Ltd$850M AUM0.09%$793,41710.1KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.09%$1M18.0KQ1 2026OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.09%$1M12.4KQ2 2026
Numerai GP LLC$997M AUM0.09%$916,94011.7KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.09%$116,0971.3KQ2 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.09%$188M2.39MQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.09%$369M4.69MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$513,5706.6KQ1 2026OLDER
STONE RUN CAPITAL, LLC$254M AUM0.09%$227,9393.1KQ3 2025OLDER
Cohen Capital Management, Inc.$735M AUM0.09%$649,8757.5KQ2 2026
National Philanthropic Trust$3.8B AUM0.09%$3M42.1KQ2 2026
GHP Investment Advisors, Inc.$2.4B AUM0.09%$2M27.2KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.09%$575,7657.3KQ1 2026OLDER
MMCAP International Inc. SPC$1.2B AUM0.09%$1M12.8KQ1 2026OLDER
Atlatl Advisers LLC$135M AUM0.09%$223,0253.0KQ4 2025OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.09%$16M208.3KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.08%$314,6404.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.08%$1.6B20.16MQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.08%$40M511.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.08%$77M983.1KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.08%$272,9573.5KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.08%$7M94.6KQ1 2026OLDER
Private Capital Advisors, Inc.$872M AUM0.08%$707,9409.0KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.08%$39M492.0KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.08%$5M62.5KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.08%$638,6418.1KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM0.08%$15M186.2KQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.08%$2M23.8KQ2 2026
Granite Investment Partners, LLC$1.6B AUM0.08%$1M16.5KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.08%$8M98.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.08%$329M4.19MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.08%$22M294.6KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$305,8592.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.08%$1.2B15.74MQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.08%$6M77.1KQ1 2026OLDER
111 Capital$406M AUM0.08%$355,8034.8KQ4 2025OLDER
NOVEM GROUP$873M AUM0.08%$673,4209.1KQ4 2025OLDER
Boreal Capital Management LLC$123M AUM0.08%$94,9871.2KQ1 2026OLDER
Quarry LP$558M AUM0.08%$428,9335.5KQ1 2026OLDER
tru Independence LLC$202M AUM0.08%$295,1294.0KQ3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.08%$7M85.5KQ1 2026OLDER
Berkeley, Inc$298M AUM0.08%$226,8552.9KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.08%$543,3836.9KQ1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.08%$225,9382.9KQ1 2026OLDER
Affinity Capital Advisors, LLC$810M AUM0.08%$610,2806.9KQ2 2026
Artemis Investment Management LLP$9.4B AUM0.08%$7M90.3KQ1 2026OLDER
Lindsell Train Ltd$3.1B AUM0.08%$2M30.0KQ1 2026OLDER
PUZO MICHAEL J$343M AUM0.07%$254,9363.2KQ1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.07%$236,1383.0KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.07%$204,2142.7KQ3 2025OLDER
Indivisible Partners$1.1B AUM0.07%$830,12610.6KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.07%$324,9254.4KQ3 2025OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.07%$107,1351.4KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.07%$96,7521.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.07%$623M7.92MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.07%$50M682.0KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.07%$679,7018.6KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.07%$235,1393.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.07%$21M269.1KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.07%$2M20.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.07%$61M777.6KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.07%$3M37.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.07%$17M216.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.07%$16M206.4KQ1 2026OLDER
Z3 Capital Partners, LLC$395M AUM0.07%$266,1073.4KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.07%$397,1545.0KQ1 2026OLDER
Summit Asset Management, LLC$719M AUM0.07%$472,4326.0KQ1 2026OLDER
Triangle Securities Wealth Management$504M AUM0.07%$329,7033.8KQ2 2026
Key FInancial Inc$562M AUM0.07%$367,0704.7KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.07%$317,3934.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.07%$30M381.8KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.07%$314,2354.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.07%$7M99.2KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$350,5884.5KQ1 2026OLDER
Columbia Bank$350M AUM0.06%$226,8552.9KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.06%$90,4591.1KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.06%$2M19.6KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.06%$164,7102.2KQ4 2025OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.06%$393,3005.0KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.06%$3M27.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.06%$58M736.6KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.06%$3M35.8KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.06%$392,2165.0KQ1 2026OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.06%$383,8604.9KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.06%$7M85.0KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.06%$725,4589.7KQ3 2025OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM0.06%$215,7362.9KQ4 2025OLDER
Montis Financial, LLC$484M AUM0.06%$289,1543.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.06%$113M1.43MQ1 2026OLDER
Allen Investment Management, LLC$8.1B AUM0.06%$5M59.3KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.06%$987,20311.4KQ2 2026
BFSG, LLC$1.1B AUM0.06%$595,8507.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$1M15.9KQ4 2025OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.06%$2M26.0KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.06%$3M33.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.06%$5M63.2KQ1 2026OLDER
South Street Advisors LLC$690M AUM0.05%$373,6354.8KQ1 2026OLDER
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.05%$714,0759.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.05%$51M652.8KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.05%$2M21.9KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.05%$227,4062.9KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.05%$33M413.8KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.05%$460,7125.9KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.05%$393,6155.0KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.8B AUM0.05%$914,80210.6KQ2 2026
Callan Family Office, LLC$4.4B AUM0.05%$2M29.0KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.05%$572,3307.3KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.05%$13M166.8KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.05%$1M16.8KQ3 2025OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.05%$222,2783.0KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.05%$22M282.9KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.05%$111,9441.3KQ2 2026
James Hambro & Partners LLP$2.6B AUM0.05%$1M19.0KQ3 2025OLDER
Curi Capital, LLC$5.6B AUM0.05%$3M35.7KQ1 2026OLDER
BOWEN HANES & CO INC$4.1B AUM0.05%$2M25.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.05%$1.9B24.67MQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.05%$489,4666.2KQ1 2026OLDER
LMG Wealth Partners, LLC$549M AUM0.05%$264,6123.4KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.05%$29M367.0KQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.05%$142,5341.8KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.05%$1M16.7KQ1 2026OLDER
CHAPIN DAVIS, INC.$569M AUM0.05%$267,6203.1KQ2 2026
Curat Global, LLC$102M AUM0.05%$47,589605Q1 2026OLDER
SEB Asset Management AB$23.4B AUM0.05%$11M139.6KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.05%$322,5064.1KQ1 2026OLDER
FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM0.05%$205,4602.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.05%$5M69.2KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.05%$1M15.5KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$13M178.2KQ4 2025OLDER
Granite FO LLC$189M AUM0.05%$86,6771.0KQ2 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.05%$15M185.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.05%$2M26.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.05%$2M19.2KQ1 2026OLDER
SOMERVILLE KURT F$379M AUM0.04%$264,3313.6KQ4 2025OLDER
DigitalBridge Group, Inc.$1.6B AUM0.04%$707,9409.0KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.04%$88,2571.1KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.04%$1M17.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.04%$701M8.80MQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.04%$1M14.7KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.04%$101,9431.3KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$362,9524.6KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.04%$27M338.9KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.04%$2M20.5KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.04%$393,3914.5KQ2 2026
CenterBook Partners LP$1.9B AUM0.04%$863,16411.7KQ4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.04%$2M30.8KQ1 2026OLDER

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