SEC 13F Intelligence

SILA REALTY TRUST INC

CUSIP 146280508

Sila Realty Trust Inc has 271 institutional holders in Filings Flow’s 13F database, together reporting 36.30M shares worth $836M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
271
Q1 2026
Reported Value
$836M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 269Q4 ’25Q1 ’26: 271Q1 ’26Q2 ’26: 15Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $822MQ4 ’25Q1 ’26: $836MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Conversant Capital LLC$745M AUM2.52%$15M592.2KQ3 2025OLDER
Diameter Capital Partners LP$1.1B AUM2.33%$25M1.05MQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM1.84%$32M1.35MQ1 2026OLDER
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM1.77%$2M69.1KQ3 2025OLDER
Madrona Financial Services, LLC$457M AUM0.89%$4M170.8KQ1 2026OLDER
Fulcrum Equity Management$136M AUM0.70%$729,39130.8KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.66%$64M2.70MQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM0.42%$1M59.8KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM0.38%$436,96918.7KQ4 2025OLDER
Castleview Partners, LLC$195M AUM0.29%$567,04123.9KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.28%$2M65.9KQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM0.25%$1M44.8KQ1 2026OLDER
Vann Equity Management LLC$140M AUM0.24%$330,85014.0KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.19%$550,03523.6KQ4 2025OLDER
Safe Harbor Family Capital, LLC$128M AUM0.19%$212,0049.1KQ4 2025OLDER
Huntleigh Advisors, Inc.$585M AUM0.18%$1M44.2KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.18%$1M38.3KQ1 2026OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.17%$212,7778.5KQ3 2025OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.16%$175,8247.4KQ1 2026OLDER
BOS Asset Management, LLC$392M AUM0.14%$533,03722.5KQ1 2026OLDER
PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM0.13%$238,92810.3KQ4 2025OLDER
Everest Financial Group LLC$607M AUM0.12%$699,58629.5KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.11%$33M1.39MQ1 2026OLDER
Huber Capital Management LLC$647M AUM0.11%$693,42129.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.10%$3M140.5KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.10%$193,4688.2KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.09%$421,40517.8KQ1 2026OLDER
Concorde Asset Management, LLC$204M AUM0.08%$206,0608.8KQ4 2025OLDER
Private Wealth Group, LLC$259M AUM0.08%$209,1206.9KQ2 2026
Pineridge Advisors LLC$350M AUM0.08%$271,38110.8KQ3 2025OLDER
Safeguard Investment Advisory Group, LLC$362M AUM0.07%$255,41810.8KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.07%$1M60.9KQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.07%$371,58715.7KQ1 2026OLDER
Stewardship Advisors, LLC$435M AUM0.06%$272,06811.5KQ1 2026OLDER
PFG Advisors$2.1B AUM0.06%$1M52.5KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.06%$3M120.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.06%$908,56438.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.05%$257,49610.9KQ1 2026OLDER
Seven Springs Wealth Group, LLC$432M AUM0.05%$215,5098.6KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.05%$242,15210.2KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.05%$390,08016.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$282,00011.2KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$269,95211.4KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.05%$61,0942.6KQ1 2026OLDER
Abound Wealth Management$504M AUM0.04%$215,2757.1KQ2 2026
Second Line Capital, LLC$528M AUM0.04%$212,9807.0KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.04%$366,02215.5KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.04%$309,18412.4KQ1 2026OLDER
Warwick Investment Management, Inc.$690M AUM0.04%$210,9158.4KQ3 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.04%$118,3335.1KQ4 2025OLDER
Beacon Capital Management, LLC$567M AUM0.04%$205,5178.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.04%$2M79.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.03%$625,36526.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.03%$1M44.4KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.03%$463,60719.6KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.03%$406,08917.2KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.03%$807,22834.1KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.03%$271,67811.7KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.03%$343,14714.5KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.03%$485,35120.5KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$16M690.9KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.02%$117,6153.9KQ2 2026
Octavia Wealth Advisors, LLC$1.0B AUM0.02%$247,80910.6KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.02%$983,11641.5KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$3M131.4KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.02%$29,0081.2KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$958,04141.1KQ4 2025OLDER
United Financial Planning Group LLC$169M AUM0.02%$32,1681.4KQ4 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$404,35217.3KQ4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.02%$252,30410.7KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.02%$412,76617.4KQ1 2026OLDER
PROSPERITY BANCSHARES INC$125M AUM0.02%$22,733960Q1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.02%$325,88314.0KQ4 2025OLDER
Global Assets Advisory, LLC$349M AUM0.02%$62,5152.6KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.02%$30,5391.3KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.02%$234,87510.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$9M363.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$209,7909.0KQ4 2025OLDER
Advisor OS, LLC$1.4B AUM0.01%$206,9168.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$1M48.7KQ3 2025OLDER
Krilogy Financial LLC$3.1B AUM0.01%$449,27717.8KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.01%$71,4903.0KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$1M43.4KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$728,31724.0KQ2 2026
Raleigh Capital Management Inc.$290M AUM0.01%$39,1431.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$21M868.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.01%$49,3492.1KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.01%$1M46.5KQ1 2026OLDER
Sage Mountain Advisors LLC$1.4B AUM0.01%$219,8518.8KQ3 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$137,7595.8KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.01%$14,468611Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$8M341.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$314,68513.5KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$257,52610.3KQ3 2025OLDER
Sigma Planning Corp$3.6B AUM0.01%$357,60115.1KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.01%$19,608828Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M267.3KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$244,82510.5KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.01%$14,684585Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$558,10923.6KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$342,03414.4KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.01%$940,87739.7KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$250,3498.2KQ2 2026
Asset Management One Co., Ltd.$33.9B AUM0.01%$2M103.5KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$430,06718.2KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.01%$23,8221.0KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.01%$37,9501.3KQ2 2026
Advisory Alpha, LLC$3.7B AUM0.01%$237,03710.0KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$634,86126.8KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$265,05111.2KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.01%$6,592278Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$818,57035.1KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$342,93414.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$83,4443.5KQ1 2026OLDER
EQ WEALTH ADVISORS, LLC$171M AUM0.01%$9,767419Q4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.01%$5M204.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$2M83.8KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$310,68713.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M55.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$551,42222.0KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$2M64.2KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$160,1795.3KQ2 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.00%$65,6642.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$359,84215.2KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$14,685630Q4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$599,78425.3KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$203,4898.7KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$175,01513.5KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$708,41129.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M44.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$777,05932.8KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$13,472569Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$13,472569Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$24M1.03MQ1 2026OLDER
Archer Investment Corp$469M AUM0.00%$16,671704Q1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$9,613383Q3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$66M2.78MQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$635,61026.8KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$93,6134.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$110,1364.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M48.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$350,99314.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M119.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M157.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$365,31115.4KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$310,86412.4KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$40,9191.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$15M621.4KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$592,92425.0KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$34,0281.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$305,59012.9KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$41,4401.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$738,92731.7KQ4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$12,527529Q1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$571,55124.5KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$25,7821.1KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.00%$241,98010.2KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.00%$214,9679.1KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$41,0961.8KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$308,12413.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M66.9KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.00%$20,577869Q1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$315,79613.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$639,36027.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$141M5.96MQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$6,630280Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$11,724493Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$38M1.61MQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$10M430.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$5,268226Q4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$9M364.1KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$215,4889.1KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$91,6423.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$358,53915.1KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5,231221Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$19,820837Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$913,21938.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M311.4KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$6,903275Q3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$131M5.61MQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$465,24119.6KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$11,437483Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$72,2003.0KQ1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$17,405735Q1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.00%$2,34499Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$53M2.26MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M587.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M68.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M93.2KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$212,5049.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M53.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$416,87617.9KQ4 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$262,84811.1KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$747,98031.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M171.6KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$229,8169.2KQ3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$18,518782Q1 2026OLDER
AEW CAPITAL MANAGEMENT L P$1.4B AUM0.00%$21,857923Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$399,22116.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$244,07010.3KQ2 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M76.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$9,330394Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M108.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$10M406.9KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$511,22821.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$80,6513.5KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$57M2.41MQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M232.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M258.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$7M292.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M50.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$19,783835Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M100.8KQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM0.00%$2,676113Q1 2026OLDER
M&G Plc$19.4B AUM0.00%$229,88510.0KQ4 2025OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$10,964463Q1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$218,7089.2KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$17,599755Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$23,240997Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$917,74339.3KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$7,608250Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$213,8079.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M59.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$239,16810.1KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$1M60.0KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$20,436863Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$43,0741.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$977,48741.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$319,35213.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$788,08933.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$17,288727Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$43,6661.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$337,33014.5KQ4 2025OLDER
Aberdeen Group plc$61.9B AUM0.00%$459,06019.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$1M61.4KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$5M200.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$546,46323.1KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M43.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M108.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$341,47314.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M67.2KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M448.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M97.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M223.0KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$15,132639Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$416,76817.6KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$479,89920.3KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$5,981197Q2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$156,6206.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M68.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M133.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$240,3479.6KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M64.5KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.00%$3,3531.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$237,15610.2KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$288,04212.2KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$342,88614.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$213,7069.2KQ4 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$19,749834Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$11,021363Q2 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$611,48925.8KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$2,771117Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$332,87414.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$272,86311.5KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$527,04622.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$37215.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M104.3KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$563,94123.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$851,17735.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$208,6218.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$240,75510.2KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$19,566643Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$235,1429.9KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$67,0622.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$352,57214.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$7,949341Q4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$4,350184Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M156.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$779,68832.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$200,0968.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$5,374177Q2 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$5,828250Q4 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$8,986358Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M99.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$328,91513.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$13,308562Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$17,523740Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,931166Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$52122Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$98241.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$3,439137Q3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$235,2149.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$565,64423.9KQ2 2026
Stone House Investment Management, LLC$558M AUM0.00%$49721Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$14,658619Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$59225Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$338,90914.3KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$46,6202.0KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,58767Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,27954Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$104,2634.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$34,3841.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$271,00011.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$368,03515.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1898Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$8,998386Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$38,4021.7KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2,937117Q3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$94740Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$461Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$55222Q3 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$26,8291.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$9,779413Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2,03686Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2,331100Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$2,842120Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$57,3672.4KQ1 2026OLDER

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