SEC 13F Intelligence

ESIELEMENT SOLUTIONS INC

CUSIP 28618M106 · Yahoo Finance ↗ · Google Finance ↗

Element Solutions Inc (ESI) has 444 institutional holders in Filings Flow’s 13F database, together reporting 253.01M shares worth $8.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., FMR LLC, and Vanguard Group Inc.

Institutional Holders
443
Q1 2026
Reported Value
$8.6B
Ticker
ESI
Quarters Tracked
20

Ownership Trend

Institutional holders
Q4 ’18: 6Q4 ’18Q1 ’19: 169Q2 ’19: 155Q3 ’19: 134Q3 ’19Q2 ’21: 221Q4 ’21: 238Q4 ’22: 261Q4 ’22Q1 ’23: 257Q2 ’23: 247Q3 ’23: 234Q3 ’23Q4 ’23: 259Q1 ’24: 278Q2 ’24: 307Q2 ’24Q3 ’24: 321Q4 ’24: 362Q1 ’25: 348Q1 ’25Q2 ’25: 355Q3 ’25: 367Q4 ’25: 387Q4 ’25Q1 ’26: 443filingsflow.com
Total reported value
Q4 ’18: $204MQ4 ’18Q1 ’19: $5.1BQ2 ’19: $5.5BQ3 ’19: $5.0BQ3 ’19Q2 ’21: $13.7BQ4 ’21: $15.4BQ4 ’22: $2.5BQ4 ’22Q1 ’23: $2.5BQ2 ’23: $2.6BQ3 ’23: $2.7BQ3 ’23Q4 ’23: $3.7BQ1 ’24: $4.3BQ2 ’24: $4.6BQ2 ’24Q3 ’24: $4.5BQ4 ’24: $4.1BQ1 ’25: $4.1BQ1 ’25Q2 ’25: $5.5BQ3 ’25: $6.2BQ4 ’25: $6.2BQ4 ’25Q1 ’26: $8.6Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM3.96%$83M2.42MQ1 2026
LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM3.82%$151M4.42MQ1 2026
Candelo Capital Management LP$121M AUM3.58%$4M127.1KQ1 2026
Beck Bode, LLC$591M AUM3.38%$20M584.6KQ1 2026
IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM3.27%$8M236.3KQ1 2026
Gates Capital Management, Inc.$3.7B AUM2.85%$104M3.06MQ1 2026
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM2.57%$149M4.35MQ1 2026
SG Capital Management LLC$1.5B AUM2.30%$26M1.03MQ3 2025OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM1.71%$10M278.4KQ1 2026
VALLEY WEALTH MANAGERS, INC.$1.6B AUM1.70%$26M774.6KQ1 2026
Albar Capital Partners LLP$618M AUM1.70%$7M287.4KQ4 2025OLDER
Troluce Capital Advisors LLC$1.6B AUM1.70%$28M810.4KQ1 2026
SCOGGIN MANAGEMENT LP$1.0B AUM1.53%$7M325.0KQ2 2025OLDER
GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM1.40%$56M1.63MQ1 2026
Blue Zone Wealth Advisors, LLC$491M AUM1.28%$6M184.1KQ1 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM1.22%$121M3.55MQ1 2026
PEAK FINANCIAL ADVISORS LLC$226M AUM1.21%$3M79.9KQ1 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM1.08%$149M4.37MQ1 2026
Parkside Investments, LLC$823M AUM1.06%$9M256.0KQ1 2026
REINHART PARTNERS, LLC.$4.4B AUM0.96%$33M976.3KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.89%$62M1.82MQ1 2026
Oliver Luxxe Assets LLC$680M AUM0.87%$6M170.5KQ1 2026
DDD Partners, LLC$1.5B AUM0.86%$12M364.4KQ1 2026
Merewether Investment Management, LP$5.2B AUM0.81%$28M1.24MQ2 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.66%$18M524.0KQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.66%$67M1.96MQ1 2026
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.66%$40M1.17MQ1 2026
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.63%$749,03221.9KQ1 2026
HITE Hedge Asset Management LLC$1.8B AUM0.60%$11M441.5KQ3 2025OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.58%$4M103.1KQ1 2026
Ilex Capital Partners (UK) LLP$4.1B AUM0.58%$18M718.6KQ3 2025OLDER
Phocas Financial Corp.$637M AUM0.57%$4M106.3KQ1 2026
Informed Momentum Co LLC$866M AUM0.49%$4M125.0KQ1 2026
Friedenthal Financial$217M AUM0.48%$934,97637.4KQ4 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.45%$9M373.9KQ4 2025OLDER
Granite Investment Partners, LLC$1.6B AUM0.45%$7M212.1KQ1 2026
Atom Investors LP$1.4B AUM0.40%$6M165.3KQ1 2026
Portolan Capital Management, LLC$1.9B AUM0.40%$8M221.2KQ1 2026
Ceredex Value Advisors LLC$3.2B AUM0.39%$12M362.2KQ1 2026
FENIMORE ASSET MANAGEMENT INC$4.5B AUM0.36%$16M468.4KQ1 2026
CASTLEARK MANAGEMENT LLC$3.0B AUM0.31%$9M273.9KQ1 2026
MQS Management LLC$148M AUM0.29%$494,07719.8KQ4 2025OLDER
Walnut Level Capital LLC$118M AUM0.29%$341,40010.0KQ1 2026
Wellington Shields & Co., LLC$392M AUM0.29%$1M32.8KQ1 2026
Fortis Advisors, LLC$200M AUM0.23%$457,47613.4KQ1 2026
LONDON CO OF VIRGINIA$16.2B AUM0.22%$36M1.05MQ1 2026
GUIDANCE CAPITAL, INC$446M AUM0.22%$979,73422.3KQ1 2026
FIL Ltd$128.7B AUM0.21%$276M8.08MQ1 2026
T. Rowe Price Investment Management, Inc.$145M AUM0.21%$308M9.02MQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.21%$272M7.97MQ1 2026
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.21%$4M120.5KQ1 2026
Wellington Shields Capital Management, LLC$666M AUM0.19%$1M36.3KQ1 2026
D L CARLSON INVESTMENT GROUP INC$582M AUM0.18%$1M31.5KQ1 2026
INCEPTIONR LLC$415M AUM0.18%$650,81526.0KQ4 2025OLDER
ADVISORY RESEARCH INC$813M AUM0.17%$1M41.6KQ1 2026
Advisor Resource Council$309M AUM0.17%$519,91815.2KQ1 2026
Dana Investment Advisors, Inc.$3.4B AUM0.16%$5M159.4KQ1 2026
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.15%$5M140.1KQ1 2026
Seelaus Asset Management LLC$142M AUM0.15%$208,3226.1KQ1 2026
Ruffer LLP$2.4B AUM0.15%$4M105.8KQ1 2026
HOMESTEAD ADVISERS CORP$3.7B AUM0.14%$5M156.6KQ1 2026
Oak Thistle LLC$1.0B AUM0.14%$1M43.1KQ1 2026
OneAscent Family Office, LLC$143M AUM0.14%$200,1635.9KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.14%$44M1.30MQ1 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.12%$1M37.1KQ1 2026
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.12%$2M48.6KQ1 2026
Clark Capital Management Group, Inc.$16.2B AUM0.11%$18M531.5KQ1 2026
EntryPoint Capital, LLC$341M AUM0.11%$376,87111.0KQ1 2026
Inscription Capital, LLC$951M AUM0.11%$1M30.7KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.10%$33M965.4KQ1 2026
Numerai GP LLC$997M AUM0.10%$842,71333.7KQ4 2025OLDER
Perbak Capital Partners LLP$406M AUM0.10%$401,55511.8KQ1 2026
Holocene Advisors, LP$41.5B AUM0.10%$40M1.18MQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.10%$1M57.4KQ4 2025OLDER
United Community Bank$300M AUM0.09%$278,5828.2KQ1 2026
EQUITABLE TRUST CO$2.2B AUM0.09%$2M58.9KQ1 2026
RBF Capital, LLC$2.0B AUM0.09%$2M55.0KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.09%$69M2.04MQ1 2026
Impax Asset Management Group plc$14.3B AUM0.09%$13M366.9KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.09%$1M32.9KQ1 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.08%$6M232.2KQ3 2025OLDER
Pitcairn Wealth Advisors LLC$1.1B AUM0.08%$866,30634.7KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.08%$47M1.38MQ1 2026
Neo Ivy Capital Management$379M AUM0.08%$310,69812.3KQ3 2025OLDER
OneAscent Wealth Management LLC$302M AUM0.08%$226,9976.6KQ1 2026
Red Wave Investments LLC$335M AUM0.07%$249,1887.3KQ1 2026
Fieldview Capital Management, LLC$343M AUM0.07%$252,0217.4KQ1 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.07%$102M2.98MQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.07%$826,72536.5KQ2 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$532,08215.6KQ1 2026
SEARLE & CO.$398M AUM0.06%$256,9727.5KQ1 2026
Woodline Partners LP$26.4B AUM0.06%$13M530.9KQ3 2025OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.06%$1M43.4KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.06%$337,0649.9KQ1 2026
CastleKnight Management LP$6.0B AUM0.06%$2M96.3KQ2 2025OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.06%$213,7898.6KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$1M50.9KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.06%$8M229.7KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M100.9KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.06%$289M8.48MQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.06%$630,60018.5KQ1 2026
Vest Financial, LLC$8.3B AUM0.06%$5M141.1KQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.06%$38M1.51MQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.05%$53M1.54MQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.05%$76M2.22MQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.05%$4M124.5KQ1 2026
XTX Topco Ltd$5.8B AUM0.05%$2M80.8KQ4 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.05%$1M30.6KQ1 2026
Clearbridge Investments, LLC$114.9B AUM0.05%$60M1.76MQ1 2026
Meiji Yasuda Life Insurance Co$2.9B AUM0.05%$2M44.8KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$99M2.89MQ1 2026
Modern Wealth Management, LLC$5.8B AUM0.05%$3M101.4KQ3 2025OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.05%$262,0257.7KQ1 2026
Frec Markets, Inc.$587M AUM0.05%$277,1148.1KQ1 2026
Invesco Ltd.$653.3B AUM0.05%$307M8.99MQ1 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.04%$5M132.9KQ1 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.04%$14M397.5KQ1 2026
Headlands Technologies LLC$878M AUM0.04%$370,93916.4KQ2 2025OLDER
Cynosure Group, LLC$800M AUM0.04%$434,80117.4KQ4 2025OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.04%$19M597.0KQ1 2026
Caprock Group, LLC$4.1B AUM0.04%$2M52.1KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$18M539.8KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$362,32810.6KQ1 2026
Trexquant Investment LP$13.9B AUM0.04%$5M185.9KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.04%$10M306.0KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$126M5.05MQ1 2026
Csenge Advisory Group$2.2B AUM0.04%$877,98025.7KQ1 2026
FORTE CAPITAL LLC /ADV$930M AUM0.04%$370,10116.3KQ2 2025OLDER
Boston Partners$95.5B AUM0.04%$37M1.10MQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.04%$5M197.1KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.04%$539,78421.6KQ4 2025OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.04%$672,11419.7KQ1 2026
FMR LLC$1.90T AUM0.04%$706M20.69MQ1 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.04%$107M3.04MQ1 2026
Jain Global LLC$24.2B AUM0.04%$9M252.3KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M64.6KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$49M1.44MQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.03%$405,07111.9KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.03%$1M43.6KQ1 2026
MBB PUBLIC MARKETS I LLC$839M AUM0.03%$254,1387.4KQ1 2026
NAVELLIER & ASSOCIATES INC$960M AUM0.03%$289,3378.5KQ1 2026
Rokos Capital Management LLP$13.2B AUM0.03%$4M114.3KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.03%$292,8198.6KQ1 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.03%$289,37810.8KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$2M65.1KQ1 2026
Quent Capital, LLC$1.4B AUM0.03%$405,95811.9KQ1 2026
INTRUST BANK NA$1.2B AUM0.03%$350,51410.3KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M97.9KQ1 2026
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.03%$365,60510.7KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$9M255.7KQ1 2026
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.03%$44,3841.3KQ1 2026
Arlington Trust Co LLC$1.2B AUM0.03%$153,1096.1KQ3 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.03%$3M97.1KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.03%$22M633.5KQ1 2026
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$224,3346.6KQ1 2026
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M68.8KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$27M802.6KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M61.6KQ1 2026
GABELLI FUNDS LLC$14.8B AUM0.02%$4M107.0KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$466M13.66MQ1 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$1M33.1KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.02%$5M155.2KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M52.0KQ1 2026
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$331,84113.2KQ3 2025OLDER
CERTUITY, LLC$1.5B AUM0.02%$355,03310.4KQ1 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M58.0KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$13M379.4KQ1 2026
Abacus Wealth Partners, LLC$1.1B AUM0.02%$230,1726.7KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M71.1KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$40,8761.6KQ3 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.02%$2M71.6KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$38M1.10MQ1 2026
Corient Private Wealth LLC$69.9B AUM0.02%$14M407.2KQ1 2026
Brooklyn Investment Group$3.2B AUM0.02%$625,07018.3KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.02%$23M702.2KQ1 2026
Gladstone Institutional Advisory LLC$2.7B AUM0.02%$464,94018.5KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M65.6KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.02%$379,84211.1KQ1 2026
YHB Investment Advisors, Inc.$1.4B AUM0.02%$224,0199.9KQ2 2025OLDER
OneAscent Financial Services LLC$1.8B AUM0.02%$318,4899.3KQ1 2026
MAVERICK CAPITAL LTD$8.7B AUM0.02%$1M43.5KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.02%$88,6523.9KQ2 2025OLDER
Capital World Investors$732.9B AUM0.02%$124M3.63MQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$161,2434.7KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.02%$90M2.65MQ1 2026
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$12M356.8KQ1 2026
BlackRock, Inc.$5.72T AUM0.02%$930M27.25MQ1 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$2M61.3KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.02%$678,44919.9KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$11M329.5KQ1 2026
ALLSTATE CORP$9.4B AUM0.02%$1M42.7KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.02%$697,57318.3KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.02%$18M527.9KQ1 2026
State of Wyoming$844M AUM0.02%$128,4353.8KQ1 2026
SIMON QUICK ADVISORS, LLC$2.2B AUM0.02%$376,30716.6KQ2 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$80M2.34MQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$488,33019.5KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$366,80010.7KQ1 2026
World Investment Advisors$6.2B AUM0.01%$874,09125.6KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.01%$303,75312.2KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$90M2.64MQ1 2026
Icon Wealth Advisors, LLC$1.5B AUM0.01%$212,3415.0KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M213.1KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$43M1.29MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$13M507.0KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$28M828.4KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$2M63.2KQ1 2026
Measured Wealth Private Client Group, LLC$366M AUM0.01%$45,2701.3KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$49M1.42MQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.01%$9M350.2KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M324.2KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M102.1KQ1 2026
Ethic Inc.$6.4B AUM0.01%$739,54121.7KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M85.6KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$178M5.22MQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$508,48214.9KQ1 2026
Empowered Funds, LLC$15.7B AUM0.01%$2M50.0KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$356,75910.4KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$17M501.8KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M86.6KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$888,76726.0KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$6M171.7KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M273.8KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.01%$298,4868.7KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M56.3KQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$6M167.0KQ1 2026
North Dakota State Investment Board$2.3B AUM0.01%$224,7446.6KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M101.9KQ1 2026
Clark Wealth Partners$149M AUM0.01%$13,622399Q1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$628M25.15MQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$366M10.72MQ1 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$364,10310.7KQ1 2026
Swiss National Bank$173.8B AUM0.01%$16M454.9KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$38M1.12MQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.01%$239,9027.0KQ1 2026
New Age Alpha Advisors, LLC$2.1B AUM0.01%$188,4875.5KQ1 2026
STATE STREET CORP$2.90T AUM0.01%$249M7.31MQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M71.1KQ1 2026
HUB Investment Partners, LLC$4.2B AUM0.01%$345,73610.1KQ1 2026
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$353,13514.0KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$62M1.81MQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$30M891.6KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.01%$2M48.6KQ1 2026
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M90.0KQ1 2026
Magnetar Financial LLC$9.8B AUM0.01%$808,02732.3KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$232,8016.8KQ1 2026
Horizon Investments, LLC$8.9B AUM0.01%$497,07721.9KQ2 2025OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$342,42410.0KQ1 2026
True Wealth Design, LLC$360M AUM0.01%$27,825815Q1 2026
Quarry LP$558M AUM0.01%$42,9481.3KQ1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$30,555895Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$513,26115.0KQ1 2026
Callan Family Office, LLC$4.4B AUM0.01%$328,8219.6KQ1 2026
CHOREO, LLC$8.1B AUM0.01%$607,04317.8KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$18M514.7KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.01%$95,0462.8KQ1 2026
Swedbank AB$95.1B AUM0.01%$7M201.0KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$201,7335.9KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.01%$107,9764.3KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M95.1KQ1 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$634,00618.6KQ1 2026
Advisors Asset Management, Inc.$6.0B AUM0.01%$421,18512.3KQ1 2026
Richardson Capital Management LLC$207M AUM0.01%$14,339420Q1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M50.6KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M103.0KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$683,48320.0KQ1 2026
COMERICA BANK$25.1B AUM0.01%$2M66.5KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$591,89617.3KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M46.1KQ1 2026
UBS Group AG$666.3B AUM0.01%$43M1.26MQ1 2026
Nuveen, LLC$369.3B AUM0.01%$24M693.9KQ1 2026
Cerity Partners LLC$70.8B AUM0.01%$5M132.9KQ1 2026
Arax Advisory Partners$3.5B AUM0.01%$224,0346.4KQ1 2026
Salomon & Ludwin, LLC$1.1B AUM0.01%$69,5572.0KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M207.6KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.01%$5M149.4KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.01%$93M2.87MQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$326,54413.1KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M58.8KQ1 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$263,2547.7KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M29.9KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.01%$245,59410.8KQ2 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$5M186.3KQ3 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.01%$1M59.2KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$43,7681.3KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$1M39.1KQ1 2026
Community Bank, N.A.$840M AUM0.01%$44,2321.3KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$173,0225.1KQ1 2026
HBK Sorce Advisory LLC$5.0B AUM0.01%$260,9425.9KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.01%$138,7924.3KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.00%$1M40.4KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$257,9287.6KQ1 2026
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$50,6941.5KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$42M1.22MQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$904,26726.5KQ1 2026
BAILARD, INC.$4.4B AUM0.00%$219,9618.7KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$23M666.8KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$6M169.3KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$721,92421.1KQ1 2026
Whipplewood Advisors, LLC$193M AUM0.00%$8,842259Q1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$40M1.16MQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M36.4KQ1 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$252,9447.4KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.00%$442,12712.9KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M68.5KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$18M531.5KQ1 2026
Utah Retirement Systems$9.8B AUM0.00%$406,26611.9KQ1 2026
Binnacle Investments Inc$170M AUM0.00%$6,922275Q3 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$560,23716.4KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$14,373421Q1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M119.4KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$3M77.2KQ1 2026
Vontobel Holding Ltd.$29.1B AUM0.00%$1M29.9KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2M82.6KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$2M56.2KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$706,52720.7KQ1 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$272,4318.0KQ1 2026
First Eagle Investment Management, LLC$59.0B AUM0.00%$2M56.5KQ1 2026
Centiva Capital, LP$13.6B AUM0.00%$393,34315.7KQ4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$243,9289.8KQ4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$488,37314.3KQ1 2026
Creative Planning$147.4B AUM0.00%$5M136.6KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$52M2.07MQ1 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$297,3948.7KQ1 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.00%$11,949350Q1 2026
FIDUCIARY TRUST CO$8.5B AUM0.00%$254,1727.4KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$205,8306.0KQ1 2026
PRUDENTIAL PLC$17.1B AUM0.00%$470,41820.8KQ2 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$305,97612.2KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$148,2364.3KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M55.1KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$91,8712.7KQ1 2026
Evelyn Partners Investment Management Services Ltd$850M AUM0.00%$17,002750Q2 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$362,66910.6KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$475,04813.9KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$650,53919.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$17M505.4KQ1 2026
Reflection Asset Management$141M AUM0.00%$3,099116Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$30M881.5KQ1 2026
United Financial Planning Group LLC$169M AUM0.00%$3,721109Q1 2026
Essential Partners LLC$250M AUM0.00%$5,436240Q1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$591,10117.3KQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$299,52311.9KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$284,5468.3KQ1 2026
&PARTNERS$20.2B AUM0.00%$416,40312.1KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$659,39719.3KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M30.1KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M121.5KQ2 2025OLDER
Sachetta, LLC$184M AUM0.00%$3,38099Q1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$2M72.3KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M29.8KQ1 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$42,3581.7KQ4 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$9,764286Q1 2026
Johnson Financial Group, Inc.$2.8B AUM0.00%$46,8671.9KQ3 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.00%$528,35115.5KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$2M44.5KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M34.3KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$345,42910.1KQ1 2026
Owl Creek Wealth Partners LLC$281M AUM0.00%$4,780140Q1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M92.7KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$4M105.5KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M100.5KQ1 2026
CWM, LLC$38.1B AUM0.00%$611,17417.9KQ1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$9,559280Q1 2026
OP Asset Management Ltd$8.4B AUM0.00%$129,2485.2KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$425,55512.5KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M51.5KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$97,8052.9KQ1 2026
PEAK6 LLC$42.6B AUM0.00%$635,00418.6KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$706,22020.7KQ1 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,131121Q1 2026
Fortitude Family Office, LLC$448M AUM0.00%$6,623194Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$108,1553.2KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$30,077881Q1 2026
Aquatic Capital Management LLC$3.5B AUM0.00%$72,9682.9KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,087149Q1 2026
HB Wealth Management, LLC$15.5B AUM0.00%$204,9806.0KQ1 2026
High Note Wealth, LLC$509M AUM0.00%$6,623194Q1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$239,1257.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$12M337.1KQ1 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$260,9667.6KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M35.0KQ1 2026
CVA Family Office, LLC$950M AUM0.00%$11,915349Q1 2026
CIBC Asset Management Inc$40.9B AUM0.00%$510,97315.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M33.9KQ1 2026
Amundi$367.1B AUM0.00%$4M130.2KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$77,1222.3KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$22,157649Q1 2026
LPL Financial LLC$376.6B AUM0.00%$4M125.6KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$203,9876.0KQ1 2026
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$260,1477.6KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$542,74515.9KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$219,8066.4KQ1 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1,33239Q1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$633,12618.5KQ1 2026
UMB Bank, n.a.$7.2B AUM0.00%$74,4602.2KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$107,1843.1KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M157.1KQ1 2026
Torren Management, LLC$201M AUM0.00%$1,96779Q4 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$580,75617.0KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$19,600566Q1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$251,5787.4KQ1 2026
MidFirst Bank$1.2B AUM0.00%$10,720314Q1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$466,21613.7KQ1 2026
Walleye Capital LLC$24.0B AUM0.00%$208,4936.1KQ1 2026
NorthCoast Asset Management LLC$4.3B AUM0.00%$219,6088.7KQ3 2025OLDER
DT Investment Partners, LLC$1.2B AUM0.00%$9,901290Q1 2026
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$1,25050Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M143.1KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M130.4KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$639,98618.7KQ1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$29,1731.3KQ2 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$23,557690Q1 2026
STRS OHIO$25.2B AUM0.00%$183,8785.4KQ1 2026
ORG Partners LLC$568M AUM0.00%$4,047162Q4 2025OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.00%$2,718120Q2 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$52,9542.1KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$174,9335.1KQ1 2026
Abound Wealth Management$504M AUM0.00%$2,83483Q1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$605,93717.7KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$126,0113.7KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$2M44.1KQ1 2026
Cromwell Holdings LLC$223M AUM0.00%$1,09232Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$345,46310.1KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$335,0849.8KQ1 2026
Mariner, LLC$85.7B AUM0.00%$438,57617.4KQ3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$85425Q1 2026
JPL Wealth Management, LLC$435M AUM0.00%$2,39070Q1 2026
LRI Investments, LLC$1.1B AUM0.00%$5,736168Q1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$267,39310.7KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$975,51628.6KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M37.2KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$2M57.1KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$16,968497Q1 2026
Clearstead Trust, LLC$613M AUM0.00%$2,669106Q3 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$183,5715.4KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$7,682225Q1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$7,784228Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$728,22221.3KQ1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$2,59576Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$4,523181Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$1,90455Q1 2026
Intentional Wealth Strategies, LLC$107M AUM0.00%$41012Q1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$89,2283.6KQ4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,60547Q1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M31.7KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$293,86711.7KQ4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,33139Q1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$232,0106.8KQ1 2026
Plato Investment Management Ltd$1.5B AUM0.00%$4,782140Q1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$322,2819.4KQ1 2026
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$1,19535Q1 2026
TopTier Wealth Management, LLC$163M AUM0.00%$47814Q1 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,08361Q1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M34.3KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$8,247330Q4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$68320Q1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$12,154356Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$41,3091.2KQ1 2026
AMERIFLEX GROUP, INC.$198M AUM0.00%$44413Q1 2026
HFM Investment Advisors, LLC$260M AUM0.00%$58017Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$18,367538Q1 2026
Provenance Wealth Advisors, LLC$945M AUM0.00%$1,44764Q2 2025OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$5,599164Q1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$3,17593Q1 2026
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$2,90285Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$8,945262Q1 2026
Signature Equity Partners, LLC$186M AUM0.00%$33710Q1 2026
Cedar Mountain Advisors, LLC$581M AUM0.00%$92227Q1 2026
Copeland Capital Management, LLC$4.5B AUM0.00%$7,783228Q1 2026
Allworth Financial LP$24.7B AUM0.00%$41,4461.2KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$142,9104.2KQ1 2026
Parkworth Wealth Management, Inc.$139M AUM0.00%$22710Q2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$111,9603.3KQ1 2026
Manchester Capital Management LLC$694M AUM0.00%$1,12733Q1 2026
Rakuten Securities, Inc.$241M AUM0.00%$34110Q1 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,29838Q1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$2,56175Q1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$248,3607.3KQ1 2026
FIRST HORIZON CORP$2.4B AUM0.00%$3,00588Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$4,097120Q1 2026
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$2,38070Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$4,326191Q2 2025OLDER
Activest Wealth Management$569M AUM0.00%$58017Q1 2026
Prestige Wealth Management Group LLC$509M AUM0.00%$47814Q1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$17,796707Q3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$4,344128Q1 2026
CURIO WEALTH, LLC$293M AUM0.00%$2397Q1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$30,385890Q1 2026
Kilter Group LLC$232M AUM0.00%$1715Q1 2026
Elyxium Wealth, LLC$312M AUM0.00%$25010Q4 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$1,46943Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$15,060603Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$26,561778Q1 2026
Bogart Wealth, LLC$2.6B AUM0.00%$1,26337Q1 2026
North Star Investment Management Corp.$1.7B AUM0.00%$71721Q1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.00%$682Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$1564Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$57,0002.5KQ2 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$5,210207Q3 2025OLDER

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