SEC 13F Intelligence

CNNECANNAE HLDGS INC

CUSIP 13765N107 · Yahoo Finance ↗ · Google Finance ↗

Cannae Hldgs Inc (CNNE) has 199 institutional holders in Filings Flow’s 13F database, together reporting 38.03M shares worth $414M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Newtyn Management, LLC.

Institutional Holders
199
Q1 2026
Reported Value
$414M
Ticker
CNNE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 140Q4 ’18Q1 ’19: 149Q2 ’19: 148Q2 ’19Q3 ’19: 146Q2 ’21: 203Q2 ’21Q4 ’21: 205Q4 ’22: 201Q4 ’22Q4 ’25: 180Q1 ’26: 199Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $1.8BQ4 ’18Q1 ’19: $2.6BQ2 ’19: $3.3BQ2 ’19Q3 ’19: $3.3BQ2 ’21: $5.9BQ2 ’21Q4 ’21: $6.7BQ4 ’22: $682MQ4 ’22Q4 ’25: $596MQ1 ’26: $414MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Newtyn Management, LLC$936M AUM3.97%$37M3.27MQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM2.28%$11M954.2KQ1 2026OLDER
Nitorum Capital, L.P.$114M AUM1.98%$9M568.7KQ4 2025OLDER
Almitas Capital LLC$443M AUM1.90%$8M741.3KQ1 2026OLDER
EJF Capital LP$142M AUM1.60%$2M200.0KQ1 2026OLDER
CONTINENTAL ADVISORS LLC$196M AUM1.45%$3M182.4KQ3 2025OLDER
Bulldog Investors, LLP$445M AUM0.77%$3M302.1KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.75%$26M2.30MQ1 2026OLDER
Saba Capital Management, L.P.$3.6B AUM0.54%$19M1.71MQ1 2026OLDER
CARRONADE CAPITAL MANAGEMENT, LP$7.7B AUM0.48%$37M3.26MQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.44%$1M91.6KQ1 2026OLDER
Factorial Partners, LLC$138M AUM0.41%$562,55349.5KQ1 2026OLDER
VARCOV Co.$268M AUM0.40%$1M93.3KQ1 2026OLDER
SHAYNE & JACOBS, LLC$337M AUM0.36%$1M84.2KQ2 2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.35%$8M442.7KQ3 2025OLDER
Rubric Capital Management LP$9.4B AUM0.27%$24M1.32MQ3 2025OLDER
River Road Asset Management, LLC$8.8B AUM0.25%$22M1.96MQ1 2026OLDER
Horrell Capital Management, Inc.$219M AUM0.23%$499,71244.0KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.21%$2M195.8KQ1 2026OLDER
Pacific Capital Partners Ltd$101M AUM0.21%$196,62512.5KQ4 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.20%$1M115.7KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.14%$2M165.9KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.14%$2M156.8KQ1 2026OLDER
Yakira Capital Management, Inc.$342M AUM0.13%$430,86637.9KQ1 2026OLDER
Park Capital Management, LLC / WI$170M AUM0.13%$213,16314.8KQ2 2026
Cinctive Capital Management LP$1.5B AUM0.10%$2M140.6KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.09%$1M77.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$530,67747.9KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.09%$309,69219.7KQ4 2025OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.09%$211,56218.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.09%$268,57114.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$516,17545.4KQ1 2026OLDER
Vigilare Wealth Management$326M AUM0.07%$242,07816.8KQ2 2026
Brooklyn Investment Group$3.2B AUM0.06%$2M181.4KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.05%$1M128.4KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M255.5KQ1 2026OLDER
Permanent Capital Management, LP$643M AUM0.05%$324,24024.0KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.05%$2M177.3KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.04%$6M410.4KQ4 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$697,17051.6KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.03%$2M165.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$13M1.16MQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$340,09929.9KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.03%$807,44171.0KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.02%$3M275.9KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.02%$144,42212.7KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.02%$210,27718.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$759,64166.8KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.02%$83,4004.0KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$235,51820.7KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.02%$201,64717.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M204.3KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$349,00230.7KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$3M280.8KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.02%$148,14013.0KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.02%$1M70.3KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M72.1KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M191.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M222.2KQ4 2025OLDER
ALTFEST L J & CO INC$935M AUM0.01%$118,39610.4KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.01%$200,11217.6KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$795,90070.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$558,67738.8KQ2 2026
Man Group plc$55.1B AUM0.01%$6M483.7KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$152,82413.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M138.6KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$628,53455.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M167.3KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$239,31615.2KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$15,875867Q3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.01%$387,90224.7KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M283.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$96,5046.1KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$31,4212.2KQ2 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M126.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M110.6KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$225,48812.3KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$978,41353.4KQ3 2025OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$22,1041.9KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$193,29017.0KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$17,211940Q3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$3,263287Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$958,43484.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$956,75884.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$6M516.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M297.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$141,72712.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$43,6843.8KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$336,95029.6KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$1M73.7KQ2 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$247,60421.8KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$139,58912.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$144,28512.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$42,8763.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$28,9152.0KQ2 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$676,39043.0KQ4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$375,52020.5KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$67M4.24MQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$173,91115.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$49,9374.4KQ2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M172.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M294.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$49M4.29MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$143,87612.7KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$81061Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$12M1.06MQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M194.2KQ1 2026OLDER
TruNorth Capital Management, LLC$522M AUM0.00%$3,680201Q3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$936,18382.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$13M1.11MQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$354,50019.4KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M436.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$244,19321.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M348.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$4M362.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$726,13763.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$422,51137.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M411.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M457.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M102.1KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M90.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$514,43645.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$624,57754.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$15M1.35MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$21M1.86MQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$493,88443.4KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$95166Q2 2026
Cornerstone Financial Management LLC$109M AUM0.00%$55135Q4 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$14,786940Q4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$344,60830.3KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$562,81549.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M127.4KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$111,4269.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$232,36920.4KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$6,879605Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M239.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M316.2KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$7,084623Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$132,74511.7KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.00%$54930Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$12,0751.1KQ1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.00%$94483Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$38,1413.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$300,58926.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M149.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$223,61419.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M319.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$15,7931.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$133,17711.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$3,744329Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$377,20433.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M92.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M102.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$253,62222.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$149,16013.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$190,60012.1KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M252.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$631,71740.2KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM0.00%$69638Q3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$198,24210.8KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$12,5751.1KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$60,2385.4KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$2,797246Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$8,403691Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$150,57913.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$85,0487.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$37518Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$106,4009.4KQ1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.00%$1,478130Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1268.0KQ4 2025OLDER
Signature Equity Partners, LLC$186M AUM0.00%$26223Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,13499.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$234,10820.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$218,57819.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$134,55311.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$6,371405Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$725,58863.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$61454Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M145.4KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$160,31714.1KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$2,366150Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$3,010191Q4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$75255Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$18216Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$89879Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$138,08812.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,706150Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$162,54614.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$45825Q3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$97562Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$230,95812.6KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,205106Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$11,279992Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$179,05511.4KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$32,6152.9KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$13612Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$100,9778.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$198,11117.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$14,8831.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$169,37914.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$106,8789.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$231,88320.4KQ2 2026
Basecamp Wealth Advisors LLC$469M AUM0.00%$20413Q2 2026
MAI Capital Management$17.7B AUM0.00%$7,334645Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,297114Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$45825Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$7,789685Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,904104Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,805317Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$120,30610.6KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$43238Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$14813Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$6,833601Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$15,9831.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$69638Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,02390Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$70649Q2 2026
Key FInancial Inc$562M AUM0.00%$1029Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$23,5252.1KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$15710Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$89849Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$8,858779Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$67260Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,978174Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$3,303210Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$3,411300Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$155,22913.7KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$22012Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$14,611798Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$9,580892Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$121Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$17,0001.6KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$121Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2,999264Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$686Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$14813Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$464Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$372Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,41077Q3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$343Q1 2026OLDER

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