SEC 13F Intelligence

DBXDROPBOX INC

CUSIP 26210C104 · Yahoo Finance ↗ · Google Finance ↗

Dropbox Inc (DBX) has 416 institutional holders in Filings Flow’s 13F database, together reporting 182.07M shares worth $3.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
416
Q1 2026
Reported Value
$3.7B
Ticker
DBX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 235Q4 ’18Q1 ’19: 241Q2 ’19: 294Q2 ’19Q3 ’19: 264Q2 ’21: 407Q2 ’21Q4 ’21: 432Q4 ’22: 414Q4 ’22Q4 ’25: 462Q1 ’26: 416Q1 ’26Q2 ’26: 28filingsflow.com
Total reported value
Q4 ’18: $10.6BQ4 ’18Q1 ’19: $10.5BQ2 ’19: $33.6BQ2 ’19Q3 ’19: $50.5BQ2 ’21: $121.0BQ2 ’21Q4 ’21: $130.7BQ4 ’22: $2.5BQ4 ’22Q4 ’25: $4.8BQ1 ’26: $3.7BQ1 ’26Q2 ’26: $11Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Graphene Investments SAS$149M AUM1.79%$3M117.4KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM1.63%$35M1.56MQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM1.00%$54M2.38MQ1 2026OLDER
CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM0.71%$2M56.7KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.70%$2M101.8KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.61%$3M116.5KQ1 2026OLDER
Ares Systematic Credit Ltd$123M AUM0.58%$713,29225.7KQ1 2026OLDER
Donald L. Hagan, LLC$204M AUM0.57%$1M38.3KQ3 2025OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.56%$22M793.2KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.54%$16M570.9KQ4 2025OLDER
Distillate Capital Partners LLC$1.9B AUM0.52%$10M436.3KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.51%$7M250.0KQ4 2025OLDER
Lakewood Asset Management LLC$156M AUM0.50%$782,52234.4KQ1 2026OLDER
INTREPID CAPITAL MANAGEMENT INC$261M AUM0.48%$1M54.8KQ1 2026OLDER
Odyssean, LLC$274M AUM0.47%$1M56.8KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.46%$109M4.80MQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.44%$2M80.8KQ1 2026OLDER
ABLE Financial Group, LLC$511M AUM0.42%$2M74.7KQ4 2025OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.40%$6M217.3KQ4 2025OLDER
Abacus FCF Advisors LLC$444M AUM0.40%$3M109.4KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.37%$4M158.1KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.35%$2M92.8KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.34%$725,74531.9KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.32%$5M220.5KQ1 2026OLDER
Womack Financial LLC$136M AUM0.31%$424,20518.7KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.30%$724,72331.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.29%$1M53.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.27%$175M7.72MQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.26%$2M72.5KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.23%$2M102.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.22%$992,21035.7KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.22%$38M1.35MQ4 2025OLDER
DGS Capital Management, LLC$609M AUM0.21%$1M56.6KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.21%$954,24042.0KQ1 2026OLDER
DC Investments Management, LLC$261M AUM0.21%$496,83416.4KQ3 2025OLDER
Empirical Asset Management, LLC$379M AUM0.20%$716,15625.8KQ4 2025OLDER
Perbak Capital Partners LLP$406M AUM0.20%$811,83135.7KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.19%$2M106.6KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.18%$5M202.8KQ1 2026OLDER
MQS Management LLC$148M AUM0.17%$292,98410.5KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.17%$1M39.3KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.17%$377,55213.6KQ4 2025OLDER
Gallacher Capital Management LLC$261M AUM0.15%$400,23617.6KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.15%$568,59025.0KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.15%$6M256.9KQ1 2026OLDER
RHS Financial, LLC$211M AUM0.13%$284,29512.5KQ1 2026OLDER
Scientech Research LLC$120M AUM0.13%$201,1897.2KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.12%$752,71433.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.10%$194M8.53MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.10%$37,9471.4KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.10%$7M308.0KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.10%$21M697.7KQ3 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.10%$71M3.12MQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.10%$1M41.3KQ4 2025OLDER
Paralel Advisors LLC$2.4B AUM0.09%$2M100.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.09%$3M99.5KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.09%$83M3.65MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.08%$5M214.1KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.08%$2M87.7KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.08%$7M289.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$2M62.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.08%$3M110.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.08%$27M1.18MQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.08%$108,0344.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.08%$99M4.35MQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.08%$431,68019.0KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.08%$1M34.2KQ3 2025OLDER
Invst, LLC$886M AUM0.08%$717,71325.8KQ4 2025OLDER
Sagewood Asset Management LP$319M AUM0.08%$214,6447.7KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$326,37211.7KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$785,60028.3KQ4 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.07%$2M61.6KQ3 2025OLDER
Baron Wealth Management LLC$386M AUM0.07%$263,4929.6KQ2 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.07%$27M1.18MQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.06%$383,27412.7KQ3 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.06%$428,47618.9KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.06%$19M853.3KQ1 2026OLDER
Paulson Wealth Management Inc.$427M AUM0.06%$275,4709.9KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.06%$16M696.3KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.06%$285,17210.3KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.06%$17M600.3KQ4 2025OLDER
Qtron Investments LLC$738M AUM0.06%$440,63219.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.06%$34M1.49MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.05%$51M2.25MQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.05%$333,24711.0KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$1M65.8KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.05%$953,71742.0KQ1 2026OLDER
BOKF, NA$6.5B AUM0.05%$3M142.7KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.05%$436,80614.5KQ3 2025OLDER
Man Group plc$55.1B AUM0.05%$27M1.17MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$835,21036.8KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.05%$294,67813.0KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$381,51416.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$6M273.1KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$380,19616.7KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.04%$934,17841.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.04%$10M418.9KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.04%$294,3969.7KQ3 2025OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.04%$507,52816.8KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$5M205.6KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.04%$6M275.8KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.04%$265,8488.8KQ3 2025OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$214,7857.7KQ4 2025OLDER
Optas, LLC$661M AUM0.04%$257,57811.3KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.04%$2M70.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.04%$1M33.3KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.04%$5M162.4KQ4 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.04%$626,02827.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$2M64.1KQ2 2026
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$4M183.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.03%$222M9.78MQ1 2026OLDER
COMERICA BANK$25.1B AUM0.03%$8M291.6KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.03%$304,53913.4KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM0.03%$67,7283.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.03%$11M373.1KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$41M1.79MQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.03%$317,52611.6KQ2 2026
Hillsdale Investment Management Inc.$3.7B AUM0.03%$1M45.7KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$266,36911.7KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.03%$224,5649.9KQ1 2026OLDER
Financial Avengers, Inc.$219M AUM0.03%$60,2082.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$45M2.00MQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$277,68412.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.03%$843,93437.1KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.03%$4M140.7KQ4 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.03%$5M214.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$27M1.19MQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M64.9KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.02%$32,8301.4KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$57M2.50MQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.02%$5M202.1KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.02%$439,98716.0KQ2 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$726,26832.0KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.02%$22,7201.0KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.02%$4M196.1KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$425,56818.7KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.02%$367,57613.4KQ2 2026
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M64.3KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.02%$5M185.5KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.02%$1M48.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$4M191.2KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M50.6KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.02%$269,50411.9KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$439,64614.6KQ3 2025OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.02%$370,24516.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$41M1.80MQ1 2026OLDER
WealthCollab, LLC$243M AUM0.02%$44,9862.0KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$571,93125.2KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$271,50411.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$27M1.21MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$15M654.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M44.9KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M66.8KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$211,7289.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M116.2KQ2 2026
Vinva Investment Management Ltd$8.1B AUM0.02%$1M40.1KQ1 2026OLDER
NATIXIS$28.0B AUM0.02%$4M160.9KQ4 2025OLDER
Rosenberg Matthew Hamilton$488M AUM0.02%$77,2483.4KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.02%$4M174.1KQ1 2026OLDER
Quarry LP$558M AUM0.01%$83,1103.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$278M12.23MQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M143.6KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M75.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$479,59721.1KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$626,70827.6KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$807,38835.5KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$12M507.2KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M51.0KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$887,78439.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$8M342.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$63M2.76MQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$337,24212.1KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$7M300.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$989,11543.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$3M100.0KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$503,77122.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$19M830.6KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$292,08812.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$1M47.3KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.01%$552,86824.3KQ1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM0.01%$214,8947.7KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M76.9KQ1 2026OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$340,80015.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$8M365.6KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.01%$2M71.0KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$643,40828.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$636,68328.0KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$15,768694Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M260.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$184M6.61MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$812,92235.8KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$92,8334.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$11M468.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$43M1.89MQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$453,83220.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M87.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M52.4KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$458,64920.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$262,4489.6KQ2 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M50.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$726,32232.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$462,64816.6KQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$29M1.26MQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$307,09011.0KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$8M250.0KQ3 2025OLDER
WCG Wealth Advisors LLC$3.6B AUM0.01%$341,10715.0KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.01%$2M55.3KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M483.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$951,83241.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M52.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M110.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$38M1.68MQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.01%$1M40.6KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$627M22.56MQ4 2025OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.01%$214,5057.7KQ4 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.01%$1M39.4KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$56M2.48MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$552,02519.9KQ4 2025OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.01%$314,60413.8KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.01%$1M41.1KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$226,31410.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$473M20.84MQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$11M389.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$312,19613.7KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M90.9KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$215,0617.7KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$208,6606.9KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$269,04711.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M66.9KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$1M44.0KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$32M1.40MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M167.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$52M2.30MQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$22,965836Q2 2026
Horizon Investments, LLC$8.9B AUM0.01%$607,60126.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M71.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$16M686.4KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$291,38412.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$103M4.54MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M47.9KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$924,47740.7KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$10M451.0KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$213,6437.7KQ4 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$10,815476Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$24M1.07MQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M47.4KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$6200Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$32M1.41MQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$756,77227.2KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$655,02423.6KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$246,30810.8KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.01%$155,0006.8KQ1 2026OLDER
Donor Advised Charitable Giving, Inc.$3.9B AUM0.01%$228,26810.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M61.5KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$257,76410.4KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$234,69810.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$48M2.13MQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$43,4631.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$2M100.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$13,156460Q1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$2M88.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M130.3KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$211,3797.0KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$397,62317.5KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$14,320474Q3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$992,90943.7KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$954,24042.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$2M83.8KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$702,59330.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$5M206.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$9M390.4KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.00%$209,9789.2KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$211,3797.0KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$131M5.77MQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$22,124959Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M345.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$3M114.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$361,02115.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$609,39626.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$210,2519.3KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M54.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$6M181.9KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M116.4KQ2 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$159M7.00MQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$3M150.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M53.6KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.00%$546,82524.1KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.00%$425,50715.3KQ2 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M154.8KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$219,1207.9KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$3M102.8KQ3 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$3,927130Q3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$2M85.5KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$300,71310.8KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$196,1808.6KQ2 2026
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,658161Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$282,8269.4KQ3 2025OLDER
Swedbank AB$95.1B AUM0.00%$3M141.5KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$676,48829.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$12,065531Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$358,90815.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$181,5066.5KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$276,5549.9KQ4 2025OLDER
Sachetta, LLC$184M AUM0.00%$5,794255Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M158.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M62.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M97.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M45.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$9M399.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M88.2KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.00%$30,2101.0KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$13M593.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$320,14511.5KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$212,7097.0KQ3 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$240,74813.3KQ2 2026
Tidal Investments LLC$47.4B AUM0.00%$1M51.8KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$26,1281.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$137,0634.5KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M114.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$14M600.5KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$5,549202Q2 2026
Binnacle Investments Inc$170M AUM0.00%$3,716123Q3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$821,55536.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M176.9KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$208,4339.2KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$56,6642.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$14M596.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$32M1.41MQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$706,68331.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$972,73841.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$104,2394.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$7,838345Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M218.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M69.5KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$536,14723.6KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$303,90313.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M303.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M50.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$10M462.0KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$57,0732.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$14M594.9KQ1 2026OLDER
Pineridge Advisors LLC$350M AUM0.00%$6,042200Q3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M53.3KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$15,109665Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M138.7KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$16,867614Q2 2026
BANQUE PICTET & CIE SA$14.2B AUM0.00%$271,2179.8KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$285,00610.3KQ4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$8,816388Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,453240Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$46,6212.1KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$229,29010.1KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M75.6KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$15,818569Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$374,15316.5KQ2 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$6,593240Q2 2026
Pillar Financial Advisors, LLC$171M AUM0.00%$2,272100Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$47,9852.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M250.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$18,426811Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$202,7318.9KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$17,244759Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$17M741.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$313,54910.4KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$243,76310.7KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$2,28082Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$2M75.1KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$3,112103Q3 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$280,16810.1KQ4 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$1,21644Q4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$716,60731.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$19M843.2KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$220,6799.7KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$5,560200Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$60,5032.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M362.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$384,85416.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M141.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M79.2KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$236,90110.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$499,84022.0KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$59,5952.6KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$236,1898.5KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$485,11621.0KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$204,5826.8KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,340147Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$686,73530.2KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$247,3598.2KQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$369,63216.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$3M111.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M57.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$529,01223.3KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$365,27116.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M57.7KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$6,950250Q4 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$5,635248Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$403,59217.8KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$2,522111Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$237,8858.6KQ4 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,33448Q4 2025OLDER
Tidemark, LLC$393M AUM0.00%$2,272100Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$12,204439Q4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$5,544244Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$48,4852.1KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$5,794255Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$324,31511.7KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$279,89010.1KQ4 2025OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$83430Q4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$316,37613.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$13,356592Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$436,67819.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$420,30918.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$9,474417Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$260,09911.4KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,00044Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$35,6021.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$5,272232Q1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$1,22344Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,418150.4KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$87932Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$41,0651.8KQ1 2026OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.00%$1,16830Q4 2025OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$13,900500Q4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$216,2297.8KQ4 2025OLDER
Friedenthal Financial$217M AUM0.00%$82530Q2 2026
STRS OHIO$25.2B AUM0.00%$93,8794.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$269,89111.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$13,900506Q2 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$582,17725.6KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$110,5674.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$66,9782.9KQ1 2026OLDER
CGC Financial Services, LLC$346M AUM0.00%$1,13650Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$970,82642.7KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$3,363148Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$284,4547.5KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$1,37450Q2 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$9,724354Q2 2026
Allworth Financial LP$24.7B AUM0.00%$68,6603.0KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,70475Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$1,34059Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$1M51.4KQ4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,63254Q3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$324,41914.3KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$97743Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$14,586642Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$88639Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$1,25145Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$180,5787.9KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$50018Q4 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$38717Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$2,39989Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2,431107Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$4,544200Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$5,560200Q4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$86231Q2 2026
Rialto Wealth Management, LLC$445M AUM0.00%$77334Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,068135Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$11,065486Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,27150Q1 2026OLDER
Breakwater Investment Management$269M AUM0.00%$45520Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$66629Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$75525Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$407,46117.9KQ1 2026OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$48720Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$93241Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$24,2431.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$436,31519.2KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$30611Q4 2025OLDER
MidFirst Bank$1.2B AUM0.00%$1,59070Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$30,8861.1KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,386105Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$341.1KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$210,7959.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$45420Q1 2026OLDER
United Financial Planning Group LLC$169M AUM0.00%$1957Q4 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$1,31858Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$578,07725.4KQ2 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$161,2447.1KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$38914Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,862170Q1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$7,829300Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$371,63116.4KQ1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$25011Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$22710Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$79635Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$1,40962Q1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$45420Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$84137Q1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.00%$2,05774Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$17,926789Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$39,2151.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$52323Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$11,782390Q3 2025OLDER
Hurley Capital, LLC$187M AUM0.00%$1145Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$43219Q1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$3,809137Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,22754Q1 2026OLDER
3 FACTOR INDEXING, LLC$118M AUM0.00%$552Q2 2026
Asset Dedication, LLC$1.4B AUM0.00%$56825Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$1145Q1 2026OLDER

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