SEC 13F Intelligence

DBRGDIGITALBRIDGE GROUP INC

CUSIP 25401T603 · Yahoo Finance ↗ · Google Finance ↗

Digitalbridge Group Inc (DBRG) has 299 institutional holders in Filings Flow’s 13F database, together reporting 179.69M shares worth $2.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Pentwater Capital Management LP.

Institutional Holders
299
Q1 2026
Reported Value
$2.8B
Ticker
DBRG
Quarters Tracked
16

Ownership Trend

Institutional holders
Q2 ’22: 1Q2 ’22Q3 ’22: 216Q4 ’22: 229Q4 ’22Q1 ’23: 222Q2 ’23: 235Q2 ’23Q3 ’23: 248Q4 ’23: 286Q4 ’23Q1 ’24: 282Q2 ’24: 271Q2 ’24Q3 ’24: 290Q4 ’24: 287Q4 ’24Q1 ’25: 284Q2 ’25: 309Q2 ’25Q3 ’25: 292Q4 ’25: 324Q4 ’25Q1 ’26: 299filingsflow.com
Total reported value
Q2 ’22: $3MQ2 ’22Q3 ’22: $1.1BQ4 ’22: $1.1BQ4 ’22Q1 ’23: $1.2BQ2 ’23: $1.5BQ2 ’23Q3 ’23: $1.8BQ4 ’23: $2.1BQ4 ’23Q1 ’24: $2.5BQ2 ’24: $1.7BQ2 ’24Q3 ’24: $1.8BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.3BQ2 ’25: $1.8BQ2 ’25Q3 ’25: $2.0BQ4 ’25: $2.6BQ4 ’25Q1 ’26: $2.8Bfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
VANGUARD GROUP INC$6.90T AUM0.00%$266M17.35MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$209M13.53MQ1 2026
Pentwater Capital Management LP$19.3B AUM0.94%$181M11.75MQ1 2026
WAFRA INC.$6M AUM95.61%$181M15.46MQ3 2025OLDER
GLAZER CAPITAL, LLC$4.7B AUM3.04%$143M9.30MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$128M8.29MQ1 2026
UBS Group AG$666.3B AUM0.02%$128M8.27MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$128M8.27MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$123M7.98MQ1 2026
Kryger Capital LLC$1.4B AUM7.26%$103M6.66MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$77M5.02MQ1 2026
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.68%$76M6.46MQ3 2025OLDER
KRYGER CAPITAL Ltd$1.3B AUM5.81%$75M4.90MQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$69M4.49MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.07%$65M4.23MQ1 2026
Magnetar Financial LLC$9.8B AUM0.66%$65M4.22MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$65M4.19MQ1 2026
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM2.92%$61M3.95MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$59M3.80MQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.07%$56M3.67MQ4 2025OLDER
REGENTS OF THE UNIVERSITY OF CALIFORNIA$3.0B AUM1.09%$54M3.53MQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.02%$50M3.28MQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.79%$48M3.13MQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.03%$48M3.11MQ1 2026
TIG Advisors, LLC$2.2B AUM2.14%$46M3.00MQ1 2026
Westchester Capital Management, LLC$2.2B AUM2.05%$45M2.94MQ1 2026
Sagefield Capital LP$1.4B AUM2.94%$41M2.65MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$40M2.57MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$40M2.57MQ1 2026
GRS Advisors, LLC$1.0B AUM3.54%$39M2.57MQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$38M2.48MQ1 2026
SOROS FUND MANAGEMENT LLC$9.1B AUM0.43%$37M2.40MQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.06%$37M2.38MQ4 2025OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM1.05%$36M2.36MQ1 2026
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM2.26%$34M2.18MQ1 2026
Blue Grotto Capital, LLC$868M AUM3.15%$31M2.00MQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.44%$31M1.99MQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$31M1.99MQ1 2026
BROWN ADVISORY INC$60.9B AUM0.05%$30M1.98MQ1 2026
Man Group plc$55.1B AUM0.05%$29M1.89MQ1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.08%$29M1.87MQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.18%$28M1.83MQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.03%$28M2.36MQ3 2025OLDER
Legion Partners Asset Management, LLC$138M AUM15.79%$27M1.77MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$27M1.76MQ1 2026
Northern Right Capital Management, L.P.$281M AUM7.08%$27M1.76MQ4 2025OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.77%$26M1.69MQ4 2025OLDER
Capula Management Ltd$14.1B AUM0.18%$26M1.67MQ1 2026
TORONTO DOMINION BANK$69.7B AUM0.03%$24M1.53MQ1 2026
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM1.32%$22M1.45MQ1 2026
Wolf Hill Capital Management, LP$1.0B AUM1.89%$21M1.76MQ3 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM2.24%$20M1.30MQ1 2026
LMR Partners LLP$45.4B AUM0.04%$19M1.26MQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$19M1.26MQ1 2026
Diameter Capital Partners LP$1.1B AUM1.75%$19M1.25MQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$19M1.22MQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$17M1.11MQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$17M1.10MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$17M1.09MQ1 2026
J. Goldman & Co LP$3.4B AUM0.43%$17M1.08MQ4 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.73%$16M1.40MQ3 2025OLDER
Potrero Capital Research LLC$163M AUM5.18%$15M1.00MQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.06%$15M974.5KQ1 2026
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.16%$14M939.4KQ1 2026
Long Pond Capital, LP$1.0B AUM0.89%$14M1.33MQ2 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.09%$13M865.5KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$13M844.2KQ1 2026
PSquared Asset Management AG$287M AUM6.04%$13M846.5KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$13M830.5KQ1 2026
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM2.75%$13M824.1KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.01%$13M812.4KQ1 2026
Incline Global Management LLC$255M AUM3.47%$12M1.00MQ3 2025OLDER
METEORA CAPITAL, LLC$1.4B AUM0.83%$11M731.2KQ1 2026
DAVENPORT & Co LLC$20.4B AUM0.06%$11M718.9KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.07%$10M656.4KQ1 2026
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.31%$10M657.5KQ4 2025OLDER
Michelson Medical Research Foundation, Inc.$99M AUM9.37%$9M609.5KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.35%$9M602.9KQ1 2026
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM1.36%$9M592.8KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$9M592.8KQ1 2026
Lind Value II ApS$451M AUM3.43%$9M776.7KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.20%$9M575.9KQ1 2026
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.31%$9M577.8KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.42%$9M569.4KQ1 2026
Clearline Capital LP$1.9B AUM0.40%$9M735.7KQ3 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.08%$8M691.2KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M505.1KQ1 2026
Azora Capital LP$1.5B AUM0.51%$8M500.7KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M481.0KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$7M475.9KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$7M475.3KQ1 2026
CIBRA Capital Ltd$207M AUM3.53%$7M474.1KQ1 2026
Alberta Investment Management Corp$16.7B AUM0.04%$7M468.2KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$7M462.1KQ1 2026
Yaupon Capital Management LP$3.2B AUM0.32%$7M684.2KQ2 2025OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.77%$7M453.9KQ4 2025OLDER
Kapitalo Investimentos Ltda$531M AUM1.31%$7M450.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$7M447.4KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$7M427.7KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$7M427.2KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$6M419.0KQ1 2026
Samjo Management, LLC$231M AUM2.38%$6M402.1KQ4 2025OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.13%$6M399.1KQ4 2025OLDER
Crescent Park Management, L.P.$29M AUM3.73%$6M398.1KQ4 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.04%$6M582.9KQ2 2025OLDER
Hartree Partners, LP$467M AUM1.98%$6M492.7KQ3 2025OLDER
Portolan Capital Management, LLC$1.9B AUM0.31%$6M373.1KQ1 2026
Swiss National Bank$173.8B AUM0.00%$6M361.4KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M353.0KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.41%$5M347.4KQ1 2026
ABC ARBITRAGE SA$753M AUM0.71%$5M346.0KQ1 2026
CastleKnight Management LP$6.0B AUM0.09%$5M341.9KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.07%$5M340.7KQ1 2026
HOMESTEAD ADVISERS CORP$3.7B AUM0.14%$5M336.6KQ4 2025OLDER
Kinetic Partners Management, LP$1.8B AUM0.28%$5M486.8KQ2 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.01%$5M325.0KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$5M321.1KQ1 2026
Atom Investors LP$1.4B AUM0.39%$5M317.3KQ4 2025OLDER
Vestcor Inc$3.6B AUM0.13%$5M299.2KQ1 2026
Caption Management, LLC$17.1B AUM0.03%$5M296.7KQ1 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M284.6KQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.00%$4M282.5KQ1 2026
Slotnik Capital, LLC$342M AUM0.96%$4M270.0KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M397.3KQ2 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$4M257.3KQ1 2026
TCTC Holdings, LLC$3.5B AUM0.11%$4M246.9KQ1 2026
Ninety One UK Ltd$44.7B AUM0.00%$4M323.9KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M235.4KQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.19%$4M234.9KQ1 2026
Pacer Advisors, Inc.$35.6B AUM0.01%$4M234.3KQ1 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.03%$4M232.9KQ1 2026
Walleye Trading LLC$60.0B AUM0.01%$4M232.1KQ1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.03%$4M231.5KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M230.5KQ1 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.13%$3M226.1KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M226.1KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M219.8KQ1 2026
Hilton Capital Management, LLC$1.3B AUM0.25%$3M218.7KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M213.1KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M213.0KQ1 2026
Tidal Investments LLC$47.4B AUM0.01%$3M211.6KQ1 2026
Trexquant Investment LP$13.9B AUM0.04%$3M315.2KQ2 2025OLDER
Purpose Unlimited Inc.$2.4B AUM0.13%$3M209.9KQ1 2026
TPG GP A, LLC$3.7B AUM0.08%$3M200.0KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M200.0KQ1 2026
GARNET EQUITY CAPITAL HOLDINGS, INC.$642M AUM0.40%$3M200.0KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$3M193.1KQ1 2026
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.20%$3M190.0KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$3M187.2KQ1 2026
CenterBook Partners LP$1.9B AUM0.14%$3M183.4KQ4 2025OLDER
Aberdeen Group plc$61.9B AUM0.00%$3M180.4KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M179.3KQ1 2026
Kintayl Capital LP$192M AUM1.41%$3M175.6KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M174.0KQ1 2026
Occam Crest Management LP$165M AUM1.57%$3M220.0KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M166.9KQ1 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.03%$3M165.0KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M163.7KQ4 2025OLDER
LB Partners LLC$112M AUM1.58%$2M210.0KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M154.8KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M153.8KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M152.7KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2M136.7KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.03%$2M135.7KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$2M134.3KQ1 2026
Beryl Capital Management LLC$110M AUM0.29%$2M185.5KQ2 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$2M125.0KQ4 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.04%$2M121.7KQ1 2026
Foresight Group Ltd Liability Partnership$566M AUM0.33%$2M121.4KQ1 2026
NORGES BANK$0 AUM0.00%$2M180.5KQ2 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M119.5KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$2M116.3KQ4 2025OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.03%$2M115.3KQ4 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.04%$2M112.8KQ1 2026
Sarasin & Partners LLP$8.5B AUM0.02%$2M111.1KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M110.0KQ1 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.15%$2M104.9KQ1 2026
XTX Topco Ltd$5.8B AUM0.03%$2M103.7KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$2M133.9KQ3 2025OLDER
Ovata Capital Management Ltd$715M AUM0.22%$2M101.6KQ1 2026
Blackstone Inc.$25.6B AUM0.01%$2M99.4KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.01%$2M98.6KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M97.1KQ1 2026
Shay Capital LLC$1.2B AUM0.15%$1M94.6KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M89.1KQ1 2026
First Trust Capital Management L.P.$1.9B AUM0.07%$1M89.0KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M84.8KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M83.1KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1M82.1KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M81.6KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M104.0KQ3 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.17%$1M78.2KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M77.1KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.12%$1M74.6KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M74.2KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M73.8KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.07%$1M109.0KQ2 2025OLDER
AVENIR CORP$820M AUM0.12%$1M73.1KQ4 2025OLDER
Laurion Capital Management LP$2.3B AUM0.04%$1M72.8KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M71.3KQ1 2026
Virtu Financial LLC$2.4B AUM0.05%$1M71.3KQ1 2026
Handelsbanken Fonder AB$30.0B AUM0.00%$1M70.1KQ1 2026
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$1M90.0KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M67.2KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$1M87.0KQ3 2025OLDER
Defiance ETFs, LLC$7.0B AUM0.01%$1M65.9KQ1 2026
Holocene Advisors, LP$41.5B AUM0.00%$1M65.8KQ4 2025OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.18%$997,10065.0KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$950,31362.0KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$875,31656.8KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$856,99655.9KQ4 2025OLDER
Eisler Capital Management Ltd.$22.6B AUM0.01%$844,94381.6KQ2 2025OLDER
Greenland Capital Management LP$787M AUM0.09%$843,70055.0KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.05%$827,65880.0KQ2 2025OLDER
Ellis Investment Partners, LLC$576M AUM0.14%$816,72453.2KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$816,64353.0KQ1 2026
OXFORD ASSET MANAGEMENT LLP$232M AUM0.27%$813,09678.6KQ2 2025OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.01%$797,68052.0KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$779,35575.3KQ2 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$775,22550.3KQ1 2026
Polar Asset Management Partners Inc.$5.0B AUM0.02%$771,00050.0KQ1 2026
HARVEST MANAGEMENT LLC$206M AUM0.25%$767,00050.0KQ4 2025OLDER
J.P. Marvel Investment Advisors, LLC$705M AUM0.11%$766,69849.7KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$763,07549.5KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$757,12249.1KQ1 2026
Argosy-Lionbridge Management, LLC$143M AUM0.50%$755,06064.5KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$737,50747.8KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$731,77247.5KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$712,52746.2KQ1 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.14%$709,32046.0KQ1 2026
Lombard Odier Asset Management (USA) Corp$957M AUM0.05%$704,69160.2KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$704,10845.7KQ1 2026
AlphaQuest LLC$0 AUM0.04%$693,36845.2KQ4 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$691,00044.8KQ1 2026
Ionic Capital Management LLC$1.4B AUM0.05%$686,19044.5KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.10%$650,64955.6KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$646,20741.9KQ1 2026
Versor Investments LP$41M AUM1.56%$638,04941.4KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$636,90741.3KQ1 2026
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.47%$623,07060.2KQ2 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$620,38040.4KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$616,75440.0KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$615,02739.9KQ1 2026
IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM0.25%$609,36839.5KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$599,68938.9KQ1 2026
Belvedere Trading LLC$84.4B AUM0.00%$587,47638.3KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$565,92236.7KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.01%$563,74454.5KQ2 2025OLDER
GSA CAPITAL PARTNERS LLP$1.6B AUM0.05%$549,00035.8KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.04%$546,375231.4KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.01%$526,89434.1KQ1 2026
CWM, LLC$38.1B AUM0.00%$514,74133.4KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$510,24833.1KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$492,00047.6KQ2 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$482,95431.3KQ1 2026
STRS OHIO$25.2B AUM0.00%$479,56231.1KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.02%$477,11440.8KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$465,63830.2KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$463,50444.8KQ2 2025OLDER
Diametric Capital, LP$385M AUM0.12%$460,20030.0KQ4 2025OLDER
PenderFund Capital Management Ltd.$639M AUM0.07%$457,97429.7KQ1 2026
Vident Advisory, LLC$11.7B AUM0.00%$452,16129.3KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.02%$450,26429.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$442,60328.7KQ1 2026
PEAK6 LLC$42.6B AUM0.00%$436,94128.3KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$431,52928.0KQ1 2026
FULTON BANK, N.A.$3.3B AUM0.02%$425,93127.6KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$404,68226.2KQ1 2026
Nebula Research & Development LLC$0 AUM0.03%$404,49939.1KQ2 2025OLDER
HAP Trading, LLC$1.1B AUM0.04%$401,092231.5KQ2 2025OLDER
State of Wyoming$844M AUM0.04%$388,73125.3KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$387,85525.3KQ4 2025OLDER
Yakira Capital Management, Inc.$342M AUM0.11%$376,24824.4KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$364,45223.6KQ1 2026
Centiva Capital, LP$13.6B AUM0.01%$362,25035.0KQ2 2025OLDER
AXQ CAPITAL, LP$777M AUM0.11%$341,11533.0KQ2 2025OLDER
PharVision Advisers, LLC$10M AUM0.17%$339,24422.1KQ4 2025OLDER
FNY Investment Advisers, LLC$278M AUM0.15%$333,00021.6KQ1 2026
FourThought Financial Partners, LLC$1.2B AUM0.03%$331,68328.3KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$325,53931.5KQ2 2025OLDER
WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM0.18%$319,30220.8KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$318,88620.7KQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$308,40020.0KQ1 2026
BCK CAPITAL MANAGEMENT LP$23M AUM1.34%$308,40020.0KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.00%$305,91019.9KQ4 2025OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$303,66819.7KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$303,04619.7KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.00%$295,00325.2KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$293,00019.0KQ1 2026
Rockbridge Asset Management LLC$149M AUM0.17%$285,67718.6KQ4 2025OLDER
Andra AP-fonden$8.4B AUM0.00%$282,56724.2KQ3 2025OLDER
one8zero8, LLC$449M AUM0.06%$282,18618.3KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$275,00017.8KQ1 2026
EntryPoint Capital, LLC$341M AUM0.13%$268,20025.9KQ2 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$263,58917.1KQ1 2026
Madrona Financial Services, LLC$457M AUM0.06%$261,37817.0KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.06%$258,18816.8KQ4 2025OLDER
BFSG, LLC$1.1B AUM0.02%$252,28716.4KQ1 2026
Savvy Advisors, Inc.$3.7B AUM0.01%$251,15616.3KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.04%$251,13016.3KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$249,26516.2KQ1 2026
Murchinson Ltd.$791M AUM0.03%$246,72016.0KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$237,18515.4KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$235,16315.3KQ1 2026
Walleye Capital LLC$24.0B AUM0.00%$231,30015.0KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$228,43714.8KQ1 2026
Jain Global LLC$24.2B AUM0.00%$227,30814.8KQ4 2025OLDER
Sargent Investment Group, LLC$759M AUM0.03%$227,26214.8KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$223,94514.5KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$223,74414.5KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.00%$222,60821.5KQ2 2025OLDER
Mariner, LLC$85.7B AUM0.00%$221,32314.4KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$220,83014.3KQ1 2026
Pensionfund PDN$194M AUM0.13%$219,00014.2KQ1 2026
Cetera Trust Company, N.A$177M AUM0.12%$218,19314.2KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$216,21914.0KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$213,78218.3KQ3 2025OLDER
Orchard Capital Management, LLC$96M AUM0.22%$213,75213.9KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$212,36618.0KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$211,57913.7KQ1 2026
Total Wealth Planning & Management, Inc.$135M AUM0.15%$204,70113.3KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.01%$196,48212.7KQ1 2026
Cordoba Advisory Partners LLC$362M AUM0.05%$194,77012.6KQ1 2026
Bell Bank$2.4B AUM0.01%$192,75012.5KQ1 2026
Amundi$367.1B AUM0.00%$186,78212.1KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$185,33312.0KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$182,45411.8KQ1 2026
Banque Cantonale Vaudoise$2.7B AUM0.01%$181,00011.7KQ1 2026
Optiver Holding B.V.$289.5B AUM0.00%$180,58411.7KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$179,87711.7KQ4 2025OLDER
RBF Capital, LLC$2.0B AUM0.01%$175,50015.0KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$171,76311.1KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$170,81111.1KQ4 2025OLDER
Bryce Point Capital, LLC$82M AUM0.14%$170,51616.5KQ2 2025OLDER
Vazirani Asset Management LLC$43M AUM0.39%$169,86711.0KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$169,04911.0KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$167,16010.8KQ1 2026
Cherry Creek Investment Advisors, Inc.$230M AUM0.07%$166,89514.3KQ3 2025OLDER
STONERIDGE INVESTMENT PARTNERS LLC$138M AUM0.11%$166,00014.2KQ3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$163,73910.7KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$163,46210.6KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$162,66610.5KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$156,00010.2KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$155,37510.1KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$155,07910.1KQ1 2026
Rangeley Capital, LLC$103M AUM0.15%$154,20010.0KQ1 2026
P SCHOENFELD ASSET MANAGEMENT LP$184M AUM0.08%$154,20010.0KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$154,02910.0KQ4 2025OLDER
SHERBROOKE PARK ADVISERS LLC$39M AUM0.06%$144,12413.9KQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$142,28512.2KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$139,86212.0KQ3 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$139,28911.9KQ3 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$129,98012.6KQ2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$121,57611.7KQ2 2025OLDER
KBC Group NV$39.9B AUM0.00%$120,0007.8KQ1 2026
NEOS Investment Management LLC$19.8B AUM0.00%$117,46810.0KQ3 2025OLDER
NCM Capital Management, LLC$279M AUM0.05%$117,00010.0KQ3 2025OLDER
State of Alaska, Department of Revenue$9.2B AUM0.00%$117,0007.6KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$112,7207.3KQ1 2026
Central Pacific Bank - Trust Division$984M AUM0.01%$100,2306.5KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$90,5465.9KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$88,0595.7KQ1 2026
Opal Wealth Advisors, LLC$442M AUM0.02%$85,9128.3KQ2 2025OLDER
AMALGAMATED BANK$13.1B AUM0.00%$85,0005.6KQ4 2025OLDER
Covestor Ltd$144M AUM0.03%$53,0003.5KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$50,1153.3KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$46,7693.0KQ1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$42,9512.8KQ4 2025OLDER
SHELL ASSET MANAGEMENT CO$996M AUM0.00%$39,0003.3KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$32,6142.1KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$31,3082.0KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$31,0202.0KQ1 2026
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$30,8612.0KQ1 2026
TEMA ETFS LLC$1.5B AUM0.00%$29,8691.9KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$29,1591.9KQ1 2026
Headlands Technologies LLC$878M AUM0.00%$29,0112.8KQ2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$25,6131.7KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$25,3971.6KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$25,1211.6KQ1 2026
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$25,1041.6KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$24,7661.6KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$19,9691.3KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$19,3371.3KQ1 2026
Spire Wealth Management$3.3B AUM0.00%$18,5611.2KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$17,0861.1KQ1 2026
Rise Advisors, LLC$284M AUM0.01%$15,3541.3KQ3 2025OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.01%$12,3131.1KQ3 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$11,8781.1KQ2 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$11,7991.1KQ2 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$11,765763Q1 2026
Murphy & Mullick Capital Management Corp$135M AUM0.01%$11,565750Q1 2026
Essential Partners LLC$250M AUM0.00%$11,4681.1KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$11,164724Q1 2026
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.00%$11,000700Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$10,424676Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$10,250665Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$10,074861Q3 2025OLDER
T. Rowe Price Investment Management, Inc.$145.2B AUM0.00%$10,000648Q4 2025OLDER
BESSEMER GROUP INC$63.6B AUM0.00%$10,000633Q1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$9,961646Q1 2026
Financial Gravity Asset Management, Inc.$562M AUM0.00%$9,745632Q1 2026
Ares Financial Consulting, LLC$139M AUM0.01%$9,656625Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$9,021771Q3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$8,327540Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$8,281537Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$8,204531Q1 2026
Hilton Head Capital Partners, LLC$177M AUM0.00%$7,617494Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$7,602493Q1 2026
Sunrise Financial Services, LLC$141M AUM0.01%$7,425484Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$7,370478Q1 2026
True Wealth Design, LLC$360M AUM0.00%$7,001454Q1 2026
Financial Gravity Companies, Inc.$509M AUM0.00%$6,541632Q2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$5,906383Q1 2026
Allworth Financial LP$24.7B AUM0.00%$5,768374Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$5,185338Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$5,104331Q1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$4,919319Q1 2026
Advocate Investing Services LLC$118M AUM0.00%$4,678303Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,672303Q1 2026
Kestra Investment Management, LLC$5.8B AUM0.00%$4,181404Q2 2025OLDER
Camelot Portfolios, LLC$143M AUM0.00%$4,111268Q4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$3,994259Q1 2026
COMERICA BANK$25.1B AUM0.00%$3,758245Q4 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$3,758245Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3,701240Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$3,531229Q1 2026
Quent Capital, LLC$1.4B AUM0.00%$3,084200Q1 2026
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$3,000198Q1 2026
Westfuller Advisors, LLC$232M AUM0.00%$2,948252Q3 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$2,944252Q3 2025OLDER
Indiana Trust & Investment Management Co$324M AUM0.00%$2,884187Q1 2026
Medallion Wealth Advisors, LLC$306M AUM0.00%$2,652172Q1 2026
Evelyn Partners Asset Management Ltd$406M AUM0.00%$2,529164Q1 2026
Scarborough Advisors, LLC$914M AUM0.00%$2,498162Q1 2026
Richardson Capital Management LLC$207M AUM0.00%$2,020131Q1 2026
North Capital, Inc.$118M AUM0.00%$1,872160Q3 2025OLDER
Pingora Partners LLC$169M AUM0.00%$1,672109Q4 2025OLDER
Stephens Consulting, LLC$309M AUM0.00%$1,625157Q2 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,48196Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,37289Q1 2026
Bare Financial Services, Inc$378M AUM0.00%$1,34287Q1 2026
Gen-Wealth Partners Inc$317M AUM0.00%$1,31185Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,20378Q1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$1,15999Q3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,15775Q1 2026
Hughes Financial Services, LLC$651M AUM0.00%$1,09571Q1 2026
CX Institutional$3.5B AUM0.00%$1,00083Q3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$95662Q1 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$95162Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$77150Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$76165Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$58638Q1 2026
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$56248Q3 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$54035Q1 2026
MAI Capital Management$17.7B AUM0.00%$54035Q1 2026
Quarry LP$558M AUM0.00%$32421Q1 2026
Investors Portfolio Services LLC$108M AUM0.00%$29719Q1 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$25925Q2 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$22219Q3 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$21721Q2 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$21714Q1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$21614Q1 2026
Fortitude Family Office, LLC$448M AUM0.00%$15410Q1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$13613Q2 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$1248Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$624Q1 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$473Q1 2026
Bay Harbor Wealth Management, LLC$386M AUM0.00%$463Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$463Q1 2026
Atlantic Private Wealth, LLC$153M AUM0.00%$352Q1 2026
Rialto Wealth Management, LLC$445M AUM0.00%$312Q1 2026
HFM Investment Advisors, LLC$260M AUM0.00%$151Q1 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.