SEC 13F Intelligence

CMPCOMPASS MINERALS INTL INC

CUSIP 20451N101 · Yahoo Finance ↗ · Google Finance ↗

Compass Minerals Intl Inc (CMP) has 205 institutional holders in Filings Flow’s 13F database, together reporting 40.52M shares worth $939M as of Q1 2026. The largest reported holders are Koch, Inc., Sailingstone Capital Partners LLC, and Blackrock, Inc..

Institutional Holders
205
Q1 2026
Reported Value
$939M
Ticker
CMP
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 263Q2 ’19Q3 ’19: 261Q4 ’19: 260Q1 ’20: 237Q2 ’20: 244Q2 ’20Q3 ’20: 238Q4 ’20: 250Q1 ’21: 252Q2 ’21: 262Q2 ’21Q3 ’21: 268Q4 ’21: 267Q1 ’22: 265Q2 ’22: 250Q2 ’22Q3 ’22: 245Q4 ’22: 254Q1 ’23: 244Q2 ’23: 230Q2 ’23Q3 ’23: 227Q4 ’23: 219Q1 ’24: 205Q2 ’24: 199Q2 ’24Q3 ’24: 206Q4 ’24: 205Q1 ’25: 195Q2 ’25: 211Q2 ’25Q3 ’25: 197Q4 ’25: 193Q1 ’26: 205filingsflow.com
Total reported value
Q2 ’19: $791MQ2 ’19Q3 ’19: $894MQ4 ’19: $1.1BQ1 ’20: $664MQ2 ’20: $909MQ2 ’20Q3 ’20: $1.1BQ4 ’20: $1.1BQ1 ’21: $918MQ2 ’21: $994MQ2 ’21Q3 ’21: $1.2BQ4 ’21: $1.0BQ1 ’22: $1.2BQ2 ’22: $635MQ2 ’22Q3 ’22: $588MQ4 ’22: $981MQ1 ’23: $789MQ2 ’23: $804MQ2 ’23Q3 ’23: $672MQ4 ’23: $788MQ1 ’24: $484MQ2 ’24: $347MQ2 ’24Q3 ’24: $284MQ4 ’24: $350MQ1 ’25: $298MQ2 ’25: $745MQ2 ’25Q3 ’25: $717MQ4 ’25: $728MQ1 ’26: $939Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Koch, Inc.$922M AUM17.82%$164M7.03MQ1 2026
SailingStone Capital Partners LLC$440M AUM25.59%$113M4.83MQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$67M2.85MQ1 2026
STATE STREET CORP$2.90T AUM0.00%$54M2.32MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$54M2.76MQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$41M1.75MQ1 2026
Ewing Morris & Co. Investment Partners Ltd.$222M AUM18.21%$40M2.01MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$39M1.68MQ1 2026
Engine Capital Management, LP$828M AUM4.06%$34M1.44MQ1 2026
Irenic Capital Management LP$1.5B AUM2.18%$34M1.44MQ1 2026
Gumshoe Capital Management LLC$123M AUM23.99%$30M1.26MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$29M1.25MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$21M913.7KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$18M785.1KQ1 2026
Newtyn Management, LLC$936M AUM1.92%$18M770.0KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$16M704.4KQ1 2026
O'Keefe Stevens Advisory, Inc.$405M AUM3.52%$14M610.5KQ1 2026
LEE DANNER & BASS INC$1.6B AUM0.89%$14M605.8KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$13M571.4KQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.02%$13M538.6KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$8M360.5KQ1 2026
CastleKnight Management LP$6.0B AUM0.14%$8M351.5KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$8M349.8KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M342.7KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$7M289.7KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$7M289.5KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M249.3KQ1 2026
Pacer Advisors, Inc.$35.6B AUM0.01%$6M289.2KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M242.4KQ1 2026
Sourcerock Group LLC$2.5B AUM0.22%$5M235.2KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M222.1KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$5M200.3KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M197.3KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M172.9KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$4M167.4KQ1 2026
THOMPSON SIEGEL & WALMSLEY LLC$5.7B AUM0.06%$3M143.4KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M141.7KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M163.9KQ2 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.01%$3M134.8KQ1 2026
Invenomic Capital Management LP$2.2B AUM0.18%$3M153.6KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M126.3KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M123.7KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.01%$3M112.4KQ1 2026
Man Group plc$55.1B AUM0.00%$2M104.8KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$2M104.2KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M86.5KQ1 2026
UBS Group AG$666.3B AUM0.00%$2M81.4KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$2M80.2KQ1 2026
Jackson Creek Investment Advisors LLC$340M AUM0.54%$2M78.5KQ1 2026
Integrated Quantitative Investments LLC$551M AUM0.33%$2M77.9KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$2M94.5KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M71.0KQ1 2026
Swiss National Bank$173.8B AUM0.00%$2M70.0KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M69.1KQ1 2026
PEAK6 LLC$42.6B AUM0.00%$2M84.0KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M65.7KQ1 2026
Krilogy Financial LLC$3.1B AUM0.05%$2M58.7KQ1 2026
SummerHaven Investment Management, LLC$163M AUM0.99%$2M75.2KQ2 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$1M60.0KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M59.7KQ1 2026
Cove Street Capital, LLC$77M AUM1.79%$1M71.4KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M56.8KQ1 2026
Mountain Lake Investment Management LLC$155M AUM0.84%$1M55.6KQ1 2026
Concentric Capital Strategies, LP$1.2B AUM0.06%$1M65.6KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M53.5KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M52.9KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.10%$1M63.7KQ3 2025OLDER
Numerai GP LLC$997M AUM0.17%$1M62.2KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$1M49.5KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M49.0KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M48.6KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M48.1KQ1 2026
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$1M56.4KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M46.0KQ1 2026
Koss-Olinger Consulting, LLC$1.2B AUM0.09%$1M45.5KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$1M45.3KQ1 2026
Trexquant Investment LP$13.9B AUM0.01%$1M53.3KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$1M51.8KQ2 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M52.7KQ4 2025OLDER
Nebula Research & Development LLC$0 AUM0.08%$993,10949.4KQ2 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$959,17141.1KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$957,17541.0KQ1 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$955,80940.9KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$939,44946.8KQ2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$922,83939.5KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$897,46044.7KQ2 2025OLDER
Creative Planning$147.4B AUM0.00%$845,74636.2KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$837,65835.9KQ1 2026
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.20%$824,88042.0KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$800,36039.9KQ2 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$779,35333.4KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$775,13239.5KQ1 2026
Counterpoint Mutual Funds LLC$666M AUM0.07%$770,93438.4KQ2 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$746,57032.0KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$729,45531.2KQ1 2026
CoreCommodity Management, LLC$538M AUM0.13%$723,78031.0KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.01%$703,00036.6KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$701,41130.0KQ1 2026
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$688,82529.5KQ1 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.03%$680,76929.2KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$680,30329.1KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$678,00029.1KQ1 2026
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.28%$674,44128.9KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.00%$612,44231.9KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$605,65225.9KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$592,81230.7KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$566,98524.3KQ1 2026
XTX Topco Ltd$5.8B AUM0.01%$557,97223.9KQ1 2026
PDT Partners, LLC$1.7B AUM0.04%$557,26129.0KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$551,57828.7KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.03%$514,33322.0KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$512,95322.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$486,40424.8KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$485,23620.8KQ1 2026
Lightrock Netherlands B.V.$468M AUM0.10%$484,80615.8KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.01%$458,27322.8KQ2 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$452,12619.4KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.01%$439,07318.8KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.00%$422,26021.5KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$410,44221.4KQ3 2025OLDER
Private Capital Management, LLC$1.0B AUM0.04%$407,82720.3KQ2 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$387,12016.6KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$377,87516.2KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$377,54019.2KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$364,11118.1KQ2 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$361,85515.5KQ1 2026
FMR LLC$1.90T AUM0.00%$358,86115.4KQ1 2026
Harvest Investment Services, LLC$547M AUM0.08%$351,08217.5KQ2 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$346,07814.8KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$342,80114.7KQ1 2026
EntryPoint Capital, LLC$341M AUM0.10%$327,39014.0KQ1 2026
Virtu Financial LLC$2.4B AUM0.01%$320,00013.7KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$319,19413.7KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$316,76116.5KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$315,33115.7KQ2 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$306,21215.2KQ2 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$305,27113.1KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$304,60013.0KQ1 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$302,31815.1KQ2 2025OLDER
Mariner, LLC$85.7B AUM0.00%$293,37215.3KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$275,27311.8KQ1 2026
AXQ CAPITAL, LP$777M AUM0.06%$275,01914.0KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$270,16011.6KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$260,91311.2KQ1 2026
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.03%$260,34013.0KQ2 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$260,00011.1KQ1 2026
PharVision Advisers, LLC$10M AUM0.13%$255,37913.0KQ4 2025OLDER
Triune Financial Partners, LLC$421M AUM0.06%$255,31410.2KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$249,82112.7KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.06%$248,78012.7KQ4 2025OLDER
OP Asset Management Ltd$8.4B AUM0.00%$234,24611.9KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$228,4109.8KQ1 2026
Arizona State Retirement System$17.1B AUM0.00%$227,8039.8KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$225,9349.7KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$223,6239.6KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$220,0009.4KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.04%$219,21410.9KQ2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$216,94111.3KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$214,0079.2KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$213,8219.3KQ1 2026
GLOBEFLEX CAPITAL L P$661M AUM0.03%$210,6179.0KQ1 2026
Alpha Omega Wealth Management LLC$617M AUM0.04%$208,01210.4KQ2 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$207,5588.9KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$201,4178.6KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$196,00010.2KQ3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$192,4048.2KQ1 2026
CarsonAllaria Wealth Management, Ltd.$202M AUM0.10%$192,14110.0KQ3 2025OLDER
Vestcor Inc$3.6B AUM0.01%$192,0008.2KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$179,7957.7KQ1 2026
AMICA MUTUAL INSURANCE CO$1.2B AUM0.02%$179,0009.3KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$172,7167.4KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$167,6067.2KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$153,1927.8KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$126,0905.4KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$121,9805.2KQ1 2026
Freestone Grove Partners LP$14.2B AUM0.00%$117,5915.0KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$107,0004.6KQ1 2026
AlphaQuest LLC$0 AUM0.01%$91,5034.7KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.01%$82,9324.1KQ2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$79,7423.4KQ1 2026
State of Wyoming$844M AUM0.01%$75,9483.9KQ4 2025OLDER
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$73,0003.1KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$72,9233.1KQ1 2026
Camelot Portfolios, LLC$143M AUM0.04%$72,9033.7KQ4 2025OLDER
Ridgewood Investments LLC$244M AUM0.03%$71,8823.6KQ2 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$70,0733.0KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$67,5052.9KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$58,8412.5KQ1 2026
TSFG, LLC$659M AUM0.01%$58,0002.5KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$51,7442.2KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$44,3181.9KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$40,3961.7KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$40,1301.7KQ1 2026
State of Alaska, Department of Revenue$9.2B AUM0.00%$38,0001.6KQ1 2026
CWM, LLC$38.1B AUM0.00%$36,8231.6KQ1 2026
COMERICA BANK$25.1B AUM0.00%$36,6941.9KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$34,1611.5KQ1 2026
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.01%$33,9981.5KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$31,7901.4KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$28,7431.2KQ1 2026
Investors Research Corp$523M AUM0.01%$28,3471.2KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$25,7081.1KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$21,616951Q1 2026
AMALGAMATED BANK$13.1B AUM0.00%$21,0001.1KQ4 2025OLDER
Amica Retiree Medical Trust$73M AUM0.03%$20,0001.0KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$19,748983Q2 2025OLDER
Independence Bank of Kentucky$789M AUM0.00%$16,072800Q2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$15,224652Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$13,076560Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$12,936554Q1 2026
Bollard Group LLC$3.4B AUM0.00%$12,000530Q1 2026
Centerpoint Advisors, LLC$307M AUM0.00%$12,000500Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,095389Q1 2026
Crews Bank & Trust$766M AUM0.00%$8,219352Q1 2026
Allworth Financial LP$24.7B AUM0.00%$8,126348Q1 2026
Covestor Ltd$144M AUM0.01%$8,000344Q1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$7,355315Q1 2026
MAI Capital Management$17.7B AUM0.00%$6,959298Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$6,040258Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$5,885252Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$5,557238Q1 2026
MCF Advisors LLC$2.3B AUM0.00%$5,014215Q1 2026
Banque Transatlantique SA$4.2B AUM0.00%$4,805206Q1 2026
Main Street Group, LTD$340M AUM0.00%$4,787205Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$4,740203Q1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$4,553195Q1 2026
Manchester Capital Management LLC$694M AUM0.00%$4,507193Q1 2026
Quantbot Technologies LP$2.4B AUM0.00%$4,156178Q1 2026
Accredited Wealth Management, LLC$134M AUM0.00%$4,123233Q3 2025OLDER
MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM0.00%$4,086175Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$4,086175Q1 2026
Kimelman & Baird, LLC$1.2B AUM0.00%$4,018200Q2 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$3,899167Q1 2026
Point72 Europe (London) LLP$2.0B AUM0.00%$3,745195Q3 2025OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$3,503150Q1 2026
Sankala Group LLC$122M AUM0.00%$3,171134Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$3,123159Q4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$3,082132Q1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.00%$2,946150Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,849122Q1 2026
IFS Advisors, LLC$194M AUM0.00%$2,802120Q1 2026
Spire Wealth Management$3.3B AUM0.00%$2,534132Q3 2025OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$2,476106Q1 2026
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.00%$2,335100Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,335100Q1 2026
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$2,335100Q1 2026
Kentucky Trust Co$191M AUM0.00%$2,335100Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$2,250112Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,219113Q4 2025OLDER
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.00%$1,86493Q2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,70573Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,63570Q1 2026
ABOUND FINANCIAL, LLC$229M AUM0.00%$1,33157Q1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,16850Q1 2026
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$1,16850Q1 2026
Hartford Financial Management Inc.$392M AUM0.00%$1,16850Q1 2026
WealthCollab, LLC$243M AUM0.00%$1,07546Q1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$1,05145Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$1,00443Q1 2026
Capital Advisors, Ltd. LLC$880M AUM0.00%$1,00032Q1 2026
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$1,00032Q1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$1,00051Q1 2026
Avion Wealth$484M AUM0.00%$1,00063Q1 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$80541Q4 2025OLDER
Quarry LP$558M AUM0.00%$74732Q1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$72431Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$60726Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$56024Q1 2026
Semmax Financial Advisors Inc.$388M AUM0.00%$51524Q2 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$49926Q3 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$38813Q1 2026
City State Bank$385M AUM0.00%$35015Q1 2026
CVA Family Office, LLC$950M AUM0.00%$29515Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$28012Q1 2026
HOEY INVESTMENTS, INC$693M AUM0.00%$1175Q1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$934Q1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$713Q1 2026
Caitlin John, LLC$167M AUM0.00%$583Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$231Q1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$231Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$201Q3 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$171Q2 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$30Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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