SEC 13F Intelligence

TRLDAVITA INC

CUSIP 23918K108 · Yahoo Finance ↗ · Google Finance ↗

Davita Inc (TRL) has 575 institutional holders in Filings Flow’s 13F database, together reporting 61.88M shares worth $9.1B as of Q1 2026. The largest reported holders are Berkshire Hathaway Inc, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
575
Q1 2026
Reported Value
$9.1B
Ticker
TRL
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 398Q4 ’18Q1 ’19: 390Q2 ’19: 348Q2 ’19Q3 ’19: 364Q2 ’21: 472Q2 ’21Q4 ’21: 453Q4 ’22: 410Q4 ’22Q4 ’25: 524Q1 ’26: 575Q1 ’26Q2 ’26: 32filingsflow.com
Total reported value
Q4 ’18: $31.7BQ4 ’18Q1 ’19: $39.8BQ2 ’19: $32.4BQ2 ’19Q3 ’19: $30.9BQ2 ’21: $89.8BQ2 ’21Q4 ’21: $70.2BQ4 ’22: $4.0BQ4 ’22Q4 ’25: $7.3BQ1 ’26: $9.1BQ1 ’26Q2 ’26: $40Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Doma Perpetual Capital Management LLC$372M AUM13.04%$49M316.0KQ1 2026OLDER
Gates Capital Management, Inc.$3.7B AUM3.04%$111M723.0KQ1 2026OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM1.76%$4.6B30.10MQ1 2026OLDER
Inlet Private Wealth, LLC$392M AUM1.59%$6M40.5KQ1 2026OLDER
Te Ahumairangi Investment Management Ltd$597M AUM1.53%$9M59.3KQ1 2026OLDER
Promethos Capital, LLC$372M AUM1.20%$4M29.0KQ1 2026OLDER
Ranmore Fund Management Ltd$757M AUM1.02%$8M50.0KQ1 2026OLDER
Fund 1 Investments, LLC$872M AUM0.96%$8M54.3KQ1 2026OLDER
CONTINENTAL ADVISORS LLC$196M AUM0.86%$2M11.0KQ1 2026OLDER
Martin Capital Advisors, LLP$158M AUM0.86%$1M8.9KQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM0.83%$850,3686.4KQ3 2025OLDER
Point Nemo Capital, LLC$152M AUM0.81%$1M8.0KQ1 2026OLDER
Mountain Lake Investment Management LLC$155M AUM0.71%$1M7.2KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.68%$37M241.3KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.67%$34M222.7KQ1 2026OLDER
Camelot Portfolios, LLC$143M AUM0.66%$891,4025.8KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.65%$8M71.8KQ4 2025OLDER
L2 Asset Management, LLC$1.1B AUM0.55%$4M28.4KQ3 2025OLDER
Fox Hill Wealth Management$208M AUM0.54%$1M7.3KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.49%$1M8.4KQ1 2026OLDER
Value Investment Professionals, LLC$119M AUM0.47%$556,4222.5KQ2 2026
Callahan Advisors, LLC$1.2B AUM0.45%$5M35.1KQ1 2026OLDER
Numerai GP LLC$997M AUM0.44%$4M28.3KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.40%$31M236.6KQ3 2025OLDER
Taproot Management LP$530M AUM0.37%$2M12.6KQ1 2026OLDER
Curated Wealth Partners LLC$794M AUM0.36%$3M18.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.34%$48M315.2KQ1 2026OLDER
VCI Wealth Management LLC$361M AUM0.31%$1M7.7KQ3 2025OLDER
Andrew Hill Investment Advisors, Inc.$112M AUM0.31%$347,8002.3KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.30%$2M13.1KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.28%$1M10.9KQ4 2025OLDER
Abacus FCF Advisors LLC$444M AUM0.28%$2M15.7KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.27%$4M23.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.27%$22M141.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.26%$70M453.0KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.26%$1M6.6KQ2 2026
ROMANO BROTHERS AND COMPANY$880M AUM0.25%$2M14.6KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.25%$6M39.7KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.25%$3M16.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.25%$1M9.3KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.24%$1M8.4KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.23%$3M20.6KQ1 2026OLDER
DELTA FINANCIAL ADVISORS LLC$384M AUM0.22%$858,3595.6KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.21%$827,0065.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.21%$7M46.5KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.20%$1M9.1KQ4 2025OLDER
Perbak Capital Partners LLP$406M AUM0.20%$823,4715.4KQ1 2026OLDER
Sciencast Management LP$785M AUM0.20%$2M10.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.19%$3M22.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.19%$678,8206.0KQ4 2025OLDER
Financial Strategies Group, Inc.$598M AUM0.18%$1M7.4KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM0.18%$1M6.8KQ1 2026OLDER
CHAPIN DAVIS, INC.$569M AUM0.18%$1M4.5KQ2 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.18%$3M21.0KQ1 2026OLDER
National Philanthropic Trust$3.8B AUM0.17%$7M62.9KQ2 2026
Fieldview Capital Management, LLC$343M AUM0.16%$953,0748.4KQ4 2025OLDER
Wealth Quarterback LLC$254M AUM0.15%$380,9382.9KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.14%$3M20.1KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.14%$9M61.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.14%$338,8993.0KQ4 2025OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM0.14%$5M40.8KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.13%$1M7.5KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$1M9.6KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.13%$324,0162.9KQ4 2025OLDER
Delta Global Management LP$1.2B AUM0.13%$2M12.9KQ3 2025OLDER
denkapparat Operations GmbH$242M AUM0.12%$297,8511.9KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.12%$2M12.6KQ1 2026OLDER
AVALON CAPITAL MANAGEMENT$354M AUM0.12%$431,5622.8KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.12%$471,0603.1KQ1 2026OLDER
VARCOV Co.$268M AUM0.12%$321,8272.1KQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.12%$656,2564.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.12%$13M116.2KQ4 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.12%$7M43.0KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.12%$3M19.7KQ3 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.11%$11M138.3KQ2 2026
Radnor Capital Management, LLC$676M AUM0.11%$737,7124.8KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.10%$7M63.5KQ4 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.10%$14M104.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.10%$4M34.1KQ4 2025OLDER
Kintegral Advisory, LLC$1.1B AUM0.10%$1M6.9KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.10%$7M48.2KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.10%$866,9655.6KQ1 2026OLDER
Invst, LLC$886M AUM0.10%$850,9825.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.09%$2M11.6KQ1 2026OLDER
DOPKINS WEALTH MANAGEMENT, LLC$249M AUM0.09%$230,9961.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.09%$171M1.11MQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.09%$6M56.4KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.09%$8M49.6KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.09%$2M16.0KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.09%$224,0191.7KQ3 2025OLDER
Deseret Mutual Benefit Administrators$294M AUM0.08%$246,2111.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.08%$27M175.6KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.08%$1M7.0KQ1 2026OLDER
Heartland Bank & Trust Co$442M AUM0.08%$351,0282.3KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.08%$3M19.2KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.08%$2M10.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.08%$2M12.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.07%$35M229.4KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.07%$16M118.0KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.07%$5M32.0KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.07%$5M33.4KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.07%$401,9002.6KQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.06%$1,0527.9KQ3 2025OLDER
Basepoint Wealth LLC$175M AUM0.06%$111,733727Q1 2026OLDER
111 Capital$406M AUM0.06%$256,5091.7KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.06%$82M532.1KQ1 2026OLDER
Maia Wealth LLC$591M AUM0.06%$364,2772.4KQ4 2025OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.06%$230,5351.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.06%$36M232.7KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.06%$265,8841.7KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.05%$59M384.7KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$322,9032.1KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.05%$3M24.2KQ4 2025OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.05%$645,1914.2KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.05%$706,9744.6KQ1 2026OLDER
ARS Wealth Advisors Group, LLC$1.2B AUM0.05%$630,1294.1KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.05%$2M15.8KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.05%$6M56.5KQ4 2025OLDER
AlphaCentric Advisors LLC$100M AUM0.05%$50,102441Q4 2025OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.05%$290,4741.9KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.05%$156,1491.0KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.05%$435,7112.8KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$412,5042.7KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$7M52.8KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.05%$78M504.6KQ1 2026OLDER
Sankala Group LLC$122M AUM0.05%$56,730362Q1 2026OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.05%$336,8502.2KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.05%$211,3241.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.05%$29M189.2KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.04%$505,8754.3KQ3 2025OLDER
Cannell & Spears LLC$5.1B AUM0.04%$2M14.7KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$257,4311.7KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.04%$5M32.3KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$217,7791.4KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.04%$397,1813.5KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.04%$18M132.4KQ3 2025OLDER
Requisite Capital Management, LLC$537M AUM0.04%$237,7041.8KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.04%$3M24.7KQ3 2025OLDER
Neo Ivy Capital Management$379M AUM0.04%$145,698948Q1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$204,6121.8KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.04%$5M35.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$5M34.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$176M1.15MQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.04%$307,3802.0KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.04%$278,1791.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.03%$226M1.47MQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.03%$341,5123.0KQ4 2025OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.03%$62,816400Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$4M27.4KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$1M12.2KQ4 2025OLDER
Cromwell Holdings LLC$223M AUM0.03%$68,079306Q2 2026
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.03%$2M20.9KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$8M49.2KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$703,1475.3KQ3 2025OLDER
KWB Wealth$1.0B AUM0.03%$264,6721.9KQ3 2025OLDER
Meridian Wealth Management, LLC$2.8B AUM0.03%$830,8485.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$13M82.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$833,4615.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$63M410.0KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.03%$775,0595.0KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.03%$268,3431.7KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$270,1871.8KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.03%$218,3931.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.03%$298,7911.3KQ2 2026
Allianz Asset Management GmbH$95.4B AUM0.03%$25M164.9KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$300,2862.3KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$247,9351.9KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.03%$18M114.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.03%$689,6883.1KQ2 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$14M88.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$6M38.3KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.02%$359,8392.7KQ3 2025OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.02%$2M15.9KQ4 2025OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.02%$2M14.9KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M18.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$139M902.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.02%$34,083300Q4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$689,7614.5KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$1M7.5KQ1 2026OLDER
Copia Wealth Management$146M AUM0.02%$31,045202Q1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.02%$1M6.6KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.02%$265,8891.8KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.02%$1M9.6KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$61,035399Q1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$263,8861.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$11M69.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M14.8KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.02%$6M40.3KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.02%$4M29.0KQ3 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.02%$361,9402.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$122M793.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$15M100.4KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.02%$60,293271Q2 2026
COMERICA BANK$25.1B AUM0.02%$5M39.8KQ4 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.02%$156,9171.0KQ1 2026OLDER
PETERSON WEALTH MANAGEMENT$172M AUM0.02%$30,738200Q1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.02%$46,770352Q3 2025OLDER
Quarry LP$558M AUM0.02%$95,134619Q1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$764,0826.7KQ4 2025OLDER
BOKF, NA$6.5B AUM0.02%$1M7.2KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.02%$342,1741.5KQ2 2026
Checchi Capital Advisers, LLC$2.0B AUM0.02%$324,9012.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$4M28.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$619,0634.0KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.02%$2M14.8KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$955,4916.2KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$223,4712.0KQ4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.02%$428,6412.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M120.6KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.02%$6M41.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$15M132.4KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.02%$232,6871.5KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$300,9252.0KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.01%$1M10.8KQ3 2025OLDER
Empirical Finance, LLC$2.1B AUM0.01%$313,3742.0KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.01%$5M31.7KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.01%$99,899650Q1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$827,9285.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M20.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$20M150.6KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M7.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M13.1KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$209,3261.4KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M8.2KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.01%$226,1451.7KQ3 2025OLDER
Performance Wealth Partners, LLC$3.4B AUM0.01%$461,0703.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$40M262.2KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.01%$69,161450Q1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$397,7502.6KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.01%$213,6291.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$70M457.5KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$3M21.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$10M44.8KQ2 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.01%$347,5882.6KQ3 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$15M97.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$227M1.48MQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$8M54.3KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M9.0KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.01%$1M10.1KQ3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.01%$274,1831.8KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M16.9KQ4 2025OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM0.01%$394,0121.8KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.01%$86M562.4KQ1 2026OLDER
Czech National Bank$18.3B AUM0.01%$2M9.1KQ2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M14.4KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$17M111.7KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$342,5752.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M38.4KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$681,4514.4KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M7.1KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$317,6922.4KQ3 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$7M47.3KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$877,5705.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$91M593.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$463,6833.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$168M1.48MQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$330,8952.2KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$439,8842.9KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.01%$328,2822.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$11M68.3KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.01%$2M14.0KQ3 2025OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.01%$227,4621.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M10.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$77,613505Q1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.01%$46,372349Q3 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$292,7242.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M29.8KQ4 2025OLDER
CYBER HORNET ETFs LLC$155M AUM0.01%$14,44396Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M32.4KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.01%$142,010924Q1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$2M13.3KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$14M91.4KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M15.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$59M383.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$144M939.8KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M14.8KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$1M8.6KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.01%$422,4382.8KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M7.6KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.01%$756,4555.0KQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.01%$358,7492.7KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$64M413.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$335M2.18MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$382,3812.5KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$3M20.2KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.01%$9497.1KQ3 2025OLDER
APG Asset Management N.V.$31.6B AUM0.01%$3M19.3KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.01%$231,3031.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$230,5351.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M7.3KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.01%$3M18.1KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$2M10.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$69M447.4KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$483,9483.1KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$587,5573.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$3M21.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$30M193.2KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M79.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$425M2.77MQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M6.8KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M10.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M9.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M45.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M14.2KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.01%$310,3002.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$208M1.35MQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M8.7KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.01%$231,9181.5KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$58,095378Q1 2026OLDER
Boston Partners$95.5B AUM0.01%$7M59.5KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M19.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$472M4.15MQ4 2025OLDER
Swiss National Bank$173.8B AUM0.01%$12M76.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M40.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$8M53.6KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.01%$1M7.0KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.01%$45,339295Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$37M242.6KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$228,9321.0KQ2 2026
HSBC HOLDINGS PLC$191.6B AUM0.01%$12M78.8KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$547,4443.6KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.01%$834,8226.3KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M7.8KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$467,6793.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M28.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$399,9012.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$258,3531.7KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.01%$46,873305Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$11M69.9KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$285,7101.9KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$11,37374Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$80,093360Q2 2026
Advisory Services Network, LLC$7.5B AUM0.01%$417,6962.7KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$684,6894.5KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$138,167899Q1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$670,0635.0KQ3 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$313,0672.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$12M81.3KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.01%$15,369100Q1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$255,1251.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$277,4101.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M8.6KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M10.2KQ1 2026OLDER
ADIRONDACK TRUST CO$336M AUM0.00%$16,68675Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$6M35.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M8.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$611,8404.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$23M151.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$18M115.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M74.7KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$983,6166.4KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$22,268196Q2 2026
True Wealth Design, LLC$360M AUM0.00%$17,060111Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M35.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M13.9KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$407,2792.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$261,2731.7KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.00%$201,9491.3KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.00%$1M9.5KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.00%$793,3676.0KQ3 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$6,14840Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M9.9KQ1 2026OLDER
Financial Engines Advisors L.L.C.$49.2B AUM0.00%$2M14.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$16,906110Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$3M17.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$62,398406Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$3M21.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M21.9KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$878,4925.7KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$2M10.6KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.00%$77,463583Q3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M6.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$117,020768Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$6M37.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$53,485348Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$6M39.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$8M54.7KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$6,76244Q1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$359,4812.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$15M96.5KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$11,361100Q4 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$700,8895.3KQ3 2025OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.00%$48,669401Q4 2025OLDER
Investment Management Corp of Ontario$7.8B AUM0.00%$253,3831.9KQ3 2025OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$2M11.1KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$317,5242.1KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.00%$732,7944.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.00%$1M7.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M27.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$16M101.4KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$14,44794Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$23,361152Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$989,4046.4KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$487,5003.7KQ3 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$217,0101.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M15.4KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$21,824142Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$721,1154.7KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.00%$88,883669Q3 2025OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$5,07233Q1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$203,7931.3KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$307,0732.0KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.00%$85,759558Q1 2026OLDER
Front Row Advisors LLC$296M AUM0.00%$9,99065Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$6,14840Q1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M13.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$14M88.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$6M39.8KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$4M31.3KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M12.3KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$1M8.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$506,1023.3KQ2 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$261,8881.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M17.0KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$230,3971.7KQ3 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$234,0701.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$17,213112Q1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.00%$210,4021.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M17.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$280,4841.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$170,9831.5KQ4 2025OLDER
Triumph Capital Management$491M AUM0.00%$14,75496Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$19,507134Q1 2026OLDER
Capula Management Ltd$14.1B AUM0.00%$594,4085.2KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M11.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$27,972182Q1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$11,13498Q4 2025OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$190,5361.4KQ3 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$237,9211.5KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$286,3241.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$207,6351.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$332,8932.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1M7.0KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$280,1741.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$156,7641.0KQ2 2026
SEB Asset Management AB$23.4B AUM0.00%$657,6394.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M16.3KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$165,9851.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$90,063586Q1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$200,1021.5KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$6M37.2KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M11.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$37M241.1KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M9.0KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$269,7261.8KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$11,52775Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$212,5531.4KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$11,68076Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$40M263.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M12.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$24,437159Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2,92019Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$6,76344Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$462,4533.0KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$968,2476.3KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$13,34960Q2 2026
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.00%$79,527700Q4 2025OLDER
Anfield Capital Management, LLC$363M AUM0.00%$8,29954Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M61.8KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$1M9.2KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$351,4892.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$403,7442.6KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$243,4451.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$251,2831.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$260,9651.7KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$10,90249Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$6M38.4KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$59,939390Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$498,4173.2KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$626,9014.1KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$10,45168Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M9.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M7.2KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$418,6533.7KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$3M19.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$268,6811.7KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$53,177346Q1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$486,1374.3KQ4 2025OLDER
Coastline Trust Co$1.0B AUM0.00%$19,211125Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$292,7791.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$288,6301.9KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$475,5423.6KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M38.9KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$347,8012.3KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M8.8KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$20,196152Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$55,943364Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$85,452556Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$63,013410Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$78,690512Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$1M9.0KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$983,6166.4KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.00%$23,976156Q1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$396,3672.6KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$445,3942.9KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$157,8401.0KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$79,766519Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$50,103326Q1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$250,9761.6KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$3,68824Q1 2026OLDER

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