SEC 13F Intelligence

EMBJEMBRAER S.A.

CUSIP 29082A107 · Yahoo Finance ↗ · Google Finance ↗

Embraer S.A. (EMBJ) has 353 institutional holders in Filings Flow’s 13F database, together reporting 79.98M shares worth $4.7B as of Q1 2026. The largest reported holders are Gqg Partners LLC, Brandes Investment Partners, LP, and Jennison Associates LLC.

Institutional Holders
353
Q1 2026
Reported Value
$4.7B
Ticker
EMBJ
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 119Q1 ’19Q2 ’19: 103Q3 ’19: 111Q4 ’19: 113Q1 ’20: 126Q1 ’20Q2 ’20: 109Q3 ’20: 92Q4 ’20: 103Q1 ’21: 116Q1 ’21Q2 ’21: 125Q3 ’21: 126Q4 ’21: 143Q1 ’22: 123Q1 ’22Q2 ’22: 110Q3 ’22: 117Q4 ’22: 120Q1 ’23: 132Q1 ’23Q2 ’23: 127Q3 ’23: 147Q4 ’23: 164Q1 ’24: 197Q1 ’24Q2 ’24: 225Q3 ’24: 247Q4 ’24: 266Q1 ’25: 288Q1 ’25Q2 ’25: 320Q3 ’25: 314Q4 ’25: 343Q1 ’26: 353Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $1.3BQ1 ’19Q2 ’19: $1.4BQ3 ’19: $1.2BQ4 ’19: $1.4BQ1 ’20: $528MQ1 ’20Q2 ’20: $352MQ3 ’20: $222MQ4 ’20: $383MQ1 ’21: $665MQ1 ’21Q2 ’21: $900MQ3 ’21: $947MQ4 ’21: $1.1BQ1 ’22: $749MQ1 ’22Q2 ’22: $478MQ3 ’22: $474MQ4 ’22: $595MQ1 ’23: $841MQ1 ’23Q2 ’23: $750MQ3 ’23: $686MQ4 ’23: $934MQ1 ’24: $1.3BQ1 ’24Q2 ’24: $1.3BQ3 ’24: $1.8BQ4 ’24: $2.2BQ1 ’25: $2.9BQ1 ’25Q2 ’25: $4.6BQ3 ’25: $5.3BQ4 ’25: $5.5BQ1 ’26: $4.7BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
GQG Partners LLC$63.1B AUM0.57%$360M6.07MQ1 2026
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM2.40%$338M5.70MQ1 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.22%$319M5.38MQ1 2026
MORGAN STANLEY$1.66T AUM0.02%$303M5.11MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$257M4.33MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.02%$237M4.26MQ1 2026
Invesco Ltd.$653.3B AUM0.03%$179M3.02MQ1 2026
Egerton Capital (UK) LLP$9.0B AUM1.96%$177M2.98MQ1 2026
Carrhae Capital LLP$3.3B AUM5.14%$171M2.89MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.07%$143M2.41MQ1 2026
GILDER GAGNON HOWE & CO LLC$8.3B AUM1.51%$126M2.12MQ1 2026
AGF MANAGEMENT LTD$22.3B AUM0.47%$105M1.77MQ1 2026
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.70%$102M1.59MQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$90M1.52MQ1 2026
Nuveen, LLC$369.3B AUM0.02%$82M1.39MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.12%$79M1.34MQ1 2026
Amundi$367.1B AUM0.02%$77M1.29MQ1 2026
BECKER CAPITAL MANAGEMENT INC$3.4B AUM2.17%$74M1.24MQ1 2026
Artemis Investment Management LLP$9.4B AUM0.78%$73M1.23MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$71M1.20MQ1 2026
AXIOM INVESTORS LLC /DE$9.0B AUM0.77%$69M1.17MQ1 2026
Man Group plc$55.1B AUM0.12%$68M1.15MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$68M1.14MQ1 2026
Itau Unibanco Holding S.A.$4.3B AUM1.56%$67M1.13MQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$62M1.04MQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.10%$61M1.03MQ1 2026
RWC ASSET ADVISORS (US) LLC$464M AUM11.65%$54M911.4KQ1 2026
UBS Group AG$666.3B AUM0.01%$53M898.1KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$46M715.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$45M753.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$41M684.7KQ1 2026
Simplicity Wealth,LLC$1.8B AUM1.59%$38M670.0KQ2 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$35M594.7KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.04%$34M577.5KQ1 2026
DnB Asset Management AS$28.0B AUM0.11%$31M484.7KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$31M515.0KQ1 2026
ASSETMARK, INC$49.0B AUM0.06%$30M510.0KQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.03%$29M482.9KQ3 2025OLDER
LORD, ABBETT & CO. LLC$30.6B AUM0.09%$29M445.8KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$28M469.8KQ1 2026
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.41%$27M447.6KQ1 2026
Nicholas Investment Partners, LP$1.4B AUM1.83%$25M427.3KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.58%$24M401.6KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$24M398.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$22M375.5KQ1 2026
TimesSquare Capital Management, LLC$5.9B AUM0.37%$22M368.4KQ1 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.22%$22M365.5KQ1 2026
SPX Gestao de Recursos Ltda$1.2B AUM1.74%$21M353.3KQ1 2026
Coronation Fund Managers Ltd.$2.2B AUM0.92%$20M341.3KQ1 2026
RWC Asset Management LLP$2.4B AUM0.82%$20M332.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$19M321.6KQ1 2026
Union Bancaire Privee, UBP SA$7.2B AUM0.26%$18M344.5KQ1 2026
PEAK6 LLC$42.6B AUM0.04%$17M281.7KQ1 2026
RPg Family Wealth Advisory, LLC$479M AUM3.49%$17M281.5KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$16M264.0KQ1 2026
Aubrey Capital Management Ltd$186M AUM8.31%$15M260.6KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.01%$15M259.4KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$15M247.8KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.02%$14M238.2KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$12M203.1KQ1 2026
AMS Capital Ltda$257M AUM4.66%$12M202.2KQ1 2026
Capital Wealth Planning, LLC$18.1B AUM0.07%$12M199.5KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11M192.2KQ1 2026
Fourth Sail Capital LP$608M AUM1.82%$11M186.1KQ1 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.4B AUM0.34%$10M172.1KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.02%$10M176.8KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$10M165.9KQ1 2026
Ninety One North America, Inc.$2.2B AUM0.20%$9M145.9KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$9M145.1KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$8M143.0KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$8M136.1KQ1 2026
Ramirez Asset Management, Inc.$832M AUM0.95%$8M130.3KQ1 2026
BEARING POINT CAPITAL, LLC$638M AUM1.23%$8M132.7KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$8M132.5KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$8M121.4KQ4 2025OLDER
Kapitalo Investimentos Ltda$531M AUM1.46%$8M131.2KQ1 2026
Atika Capital Management LLC$796M AUM0.79%$7M115.9KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$7M114.4KQ4 2025OLDER
Zweig-DiMenna Associates LLC$722M AUM1.00%$7M122.2KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M112.5KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M118.4KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.21%$7M113.8KQ1 2026
U S GLOBAL INVESTORS INC$858M AUM0.78%$7M113.0KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.01%$7M112.3KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$7M110.3KQ1 2026
Nordwand Advisors, LLC$572M AUM1.11%$6M106.9KQ1 2026
BROWN ADVISORY INC$60.9B AUM0.01%$6M102.4KQ1 2026
Gallo Partners, LP$52M AUM5.12%$6M90.2KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M96.3KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.01%$6M95.0KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M97.9KQ1 2026
NATIXIS ADVISORS, LLC$71.9B AUM0.01%$6M93.3KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$5M90.2KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M89.4KQ1 2026
Summit Financial, LLC$7.8B AUM0.06%$5M85.1KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.01%$5M78.4KQ4 2025OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.46%$5M83.2KQ1 2026
Dorsey Wright & Associates$807M AUM0.60%$5M82.2KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$5M75.7KQ4 2025OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.10%$5M85.2KQ2 2025OLDER
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.04%$5M85.2KQ2 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$5M75.2KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M80.9KQ1 2026
NAVELLIER & ASSOCIATES INC$960M AUM0.50%$5M80.9KQ1 2026
Gradient Investments LLC$7.2B AUM0.07%$5M76.5KQ1 2026
Jump Financial, LLC$7.5B AUM0.06%$4M69.6KQ4 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.08%$4M72.8KQ1 2026
Optiver Holding B.V.$289.5B AUM0.00%$4M73.2KQ1 2026
Future Fund LLC$284M AUM1.53%$4M73.1KQ1 2026
Walleye Trading LLC$60.0B AUM0.01%$4M71.4KQ1 2026
DELTEC ASSET MANAGEMENT LLC$545M AUM0.78%$4M71.3KQ1 2026
Artisan Partners Limited Partnership$62.3B AUM0.01%$4M70.6KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.05%$4M70.2KQ1 2026
Fundamenta Capital S.A.$116M AUM3.57%$4M70.0KQ1 2026
Congress Park Capital LLC$326M AUM1.27%$4M69.6KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$4M70.7KQ1 2026
Gunderson Capital Management LLC$239M AUM1.76%$4M60.5KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$4M67.5KQ2 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.06%$4M61.6KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$4M60.9KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M60.8KQ1 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$4M60.5KQ1 2026
Independent Advisor Alliance$9.3B AUM0.09%$4M55.6KQ4 2025OLDER
CVFG LLC$804M AUM0.40%$3M53.9KQ1 2026
Caption Management, LLC$17.1B AUM0.03%$3M53.4KQ2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M51.1KQ1 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM1.66%$3M50.7KQ1 2026
LBP AM SA$7.3B AUM0.04%$3M50.2KQ1 2026
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.01%$3M52.3KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$3M48.5KQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.27%$3M47.9KQ1 2026
American Trust Investment Advisors, LLC$181M AUM1.56%$3M47.6KQ1 2026
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.66%$3M42.7KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M42.7KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M41.8KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M40.4KQ1 2026
GKV Capital Management Co., Inc.$267M AUM0.90%$2M40.3KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.03%$2M40.0KQ1 2026
Quent Capital, LLC$1.4B AUM0.17%$2M40.0KQ1 2026
One Capital Management, LLC$3.6B AUM0.06%$2M39.5KQ1 2026
AdvisorShares Investments LLC$549M AUM0.42%$2M38.4KQ1 2026
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.03%$2M37.7KQ1 2026
Trek Financial, LLC$1.9B AUM0.13%$2M34.5KQ4 2025OLDER
Harbour Capital Advisors, LLC$525M AUM0.41%$2M33.3KQ1 2026
XTX Topco Ltd$5.8B AUM0.03%$2M33.9KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M32.9KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.03%$2M32.6KQ1 2026
Ulysses Management LLC$802M AUM0.24%$2M32.5KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M32.5KQ1 2026
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.02%$2M31.7KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$2M31.5KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M29.9KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.04%$2M26.8KQ4 2025OLDER
Miura Global Management, LLC$44M AUM1.83%$2M30.0KQ2 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M28.8KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$2M28.5KQ1 2026
Verition Fund Management LLC$15.4B AUM0.01%$2M25.9KQ4 2025OLDER
Oaktree Fund Advisors, LLC$57M AUM2.92%$2M28.1KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.01%$2M26.8KQ3 2025OLDER
Eurizon SLJ Capital Ltd$210M AUM0.76%$2M28.8KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M26.7KQ1 2026
Vident Advisory, LLC$11.7B AUM0.01%$2M26.5KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M26.3KQ1 2026
Employees Retirement System of Texas$11.4B AUM0.01%$2M26.3KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$2M26.8KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$2M26.2KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$2M24.9KQ1 2026
Callan Family Office, LLC$4.4B AUM0.04%$2M26.1KQ1 2026
AlpenGlobal Capital LLC$157M AUM0.98%$2M25.8KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.09%$2M25.7KQ1 2026
Beverly Hills Private Wealth, LLC$600M AUM0.25%$2M25.5KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$1M24.6KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$1M24.5KQ1 2026
Aureus Asset Management, LLC$1.5B AUM0.10%$1M24.5KQ1 2026
Fisher Asset Management, LLC$294.9B AUM0.00%$1M23.0KQ1 2026
Creative Planning$147.4B AUM0.00%$1M22.8KQ1 2026
Diversify Advisory Services, LLC$655M AUM0.04%$1M18.4KQ4 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.01%$1M22.1KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M22.5KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.01%$1M20.6KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$1M22.1KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M21.3KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$1M21.2KQ3 2025OLDER
Maven Securities LTD$5.2B AUM0.03%$1M19.6KQ4 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$1M21.1KQ1 2026
Waterfront Wealth Inc.$545M AUM0.23%$1M20.9KQ1 2026
PRUDENTIAL PLC$17.1B AUM0.01%$1M21.4KQ2 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$1M20.1KQ1 2026
Legacy Wealth Asset Management, LLC$456M AUM0.29%$1M20.1KQ1 2026
Perpetual Ltd$7.0B AUM0.02%$1M20.1KQ1 2026
MAVERICK CAPITAL LTD$8.7B AUM0.02%$1M20.5KQ2 2025OLDER
AustralianSuper Pty Ltd$19.2B AUM0.01%$1M19.5KQ1 2026
REGIONS FINANCIAL CORP$15.4B AUM0.01%$1M19.1KQ1 2026
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.38%$1M18.9KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$1M18.9KQ1 2026
IPG Investment Advisors LLC$582M AUM0.19%$1M18.6KQ1 2026
Burns Matteson Capital Management, LLC$273M AUM0.39%$1M18.1KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$1M18.0KQ1 2026
Corient IA LLC$106M AUM1.00%$1M18.0KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$1M17.6KQ1 2026
SIH Partners, LLLP$7.6B AUM0.04%$1M17.8KQ2 2025OLDER
Oldfield Partners LLP$393M AUM0.29%$1M15.6KQ4 2025OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.03%$999,47215.5KQ4 2025OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$981,89916.5KQ1 2026
SteelPeak Wealth, LLC$3.9B AUM0.03%$970,52516.1KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$952,93314.8KQ4 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$937,33515.8KQ1 2026
THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM0.06%$937,00015.8KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$913,83615.4KQ1 2026
Mariner, LLC$85.7B AUM0.00%$884,64114.9KQ1 2026
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.04%$874,07814.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$873,92414.7KQ1 2026
Dakota Wealth Management$4.6B AUM0.02%$869,57414.7KQ1 2026
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.62%$863,39714.6KQ1 2026
Bleakley Financial Group, LLC$6.4B AUM0.01%$858,06814.5KQ1 2026
CWM, LLC$38.1B AUM0.00%$847,58914.3KQ1 2026
Calamos Advisors LLC$28.2B AUM0.00%$843,28114.2KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$822,09813.9KQ1 2026
INVESTMENT HOUSE LLC$1.9B AUM0.04%$805,48113.6KQ1 2026
BRIGHTON JONES LLC$2.4B AUM0.02%$790,57313.1KQ3 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$778,00013.7KQ2 2025OLDER
CenterBook Partners LP$1.9B AUM0.04%$771,64313.6KQ2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$720,20912.1KQ1 2026
National Wealth Management Group, LLC$269M AUM0.27%$716,51712.1KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.04%$713,00012.0KQ1 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$222M AUM0.32%$707,51111.9KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$697,70011.8KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.03%$689,82811.6KQ1 2026
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$686,68211.6KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$685,51411.6KQ1 2026
Brooklyn Investment Group$3.2B AUM0.02%$680,43311.5KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.05%$677,78611.9KQ2 2025OLDER
L & S Advisors Inc$795M AUM0.09%$676,17911.4KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.00%$641,43510.6KQ3 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.08%$595,94310.0KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$593,89510.0KQ1 2026
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.03%$593,40010.0KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$590,54810.0KQ1 2026
Cottage Street Advisors LLC$231M AUM0.25%$587,4669.9KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$581,56310.2KQ2 2025OLDER
Qtron Investments LLC$738M AUM0.08%$576,3699.7KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$571,6829.6KQ1 2026
Shilanski & Associates, Inc.$376M AUM0.15%$567,7469.4KQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$558,2119.4KQ1 2026
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.22%$553,1679.3KQ1 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$543,7929.2KQ1 2026
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$542,2499.1KQ1 2026
Bridgefront Capital, LLC$402M AUM0.13%$540,0539.1KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$539,1049.1KQ1 2026
Quadrant Private Wealth Management, LLC$646M AUM0.08%$536,4349.0KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.00%$534,8618.8KQ3 2025OLDER
Shay Capital LLC$1.2B AUM0.04%$534,0609.0KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.00%$527,3548.9KQ1 2026
Strategic Investment Advisors / MI$1.4B AUM0.04%$519,4628.8KQ1 2026
INSPIRION WEALTH ADVISORS, LLC$874M AUM0.06%$513,6478.7KQ1 2026
Ethic Inc.$6.4B AUM0.01%$512,6388.6KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$496,4988.4KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$491,7018.3KQ1 2026
MBA Advisors LLC$260M AUM0.19%$488,8438.2KQ1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$488,0008.2KQ1 2026
StoneX Group Inc.$1.9B AUM0.03%$487,0268.7KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$475,5667.4KQ4 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.05%$472,3468.0KQ1 2026
Jain Global LLC$24.2B AUM0.00%$469,7358.3KQ2 2025OLDER
Scientech Research LLC$120M AUM0.38%$455,6727.7KQ1 2026
Sanchez Gaunt Capital Management, LLC$160M AUM0.28%$452,5337.6KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$450,8667.6KQ1 2026
State of Wyoming$844M AUM0.05%$446,1187.5KQ1 2026
Fox Hill Wealth Management$208M AUM0.21%$444,6357.5KQ1 2026
Compound Planning, Inc.$3.3B AUM0.01%$441,3717.4KQ1 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$437,7197.4KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$435,2007.3KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.03%$433,7757.3KQ1 2026
Steadtrust LLC$198M AUM0.25%$433,1827.3KQ1 2026
LVW Advisors, LLC$1.0B AUM0.04%$428,1397.2KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.01%$424,8757.2KQ1 2026
Hamilton Wealth, LLC$513M AUM0.08%$414,8467.0KQ1 2026
C WorldWide Group Holding A/S$4.7B AUM0.01%$409,0006.9KQ1 2026
ALLIANZ SE$9.0B AUM0.00%$408,6756.9KQ1 2026
Legacy Capital Group California, Inc.$263M AUM0.15%$401,1986.8KQ1 2026
Massar Capital Management, LP$934M AUM0.04%$397,3416.7KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$392,6796.9KQ2 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$390,9706.6KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$389,9746.6KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$377,4626.4KQ1 2026
Rossby Financial, LCC$489M AUM0.08%$367,7275.9KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$362,6675.6KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$355,3466.0KQ1 2026
LGT Group Foundation$8.2B AUM0.00%$354,2606.0KQ1 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$338,9045.4KQ1 2026
Holistic Financial Partners$269M AUM0.13%$337,5265.7KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$337,0995.7KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.01%$336,3395.7KQ1 2026
BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM0.00%$336,0005.9KQ2 2025OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$327,9735.5KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$326,1555.5KQ1 2026
QP WEALTH MANAGEMENT, LLC$58M AUM0.56%$325,7175.5KQ1 2026
Aprio Wealth Management, LLC$1.8B AUM0.02%$325,7175.5KQ1 2026
Sowell Financial Services LLC$2.7B AUM0.01%$325,1835.5KQ1 2026
Vontobel Holding Ltd.$29.1B AUM0.00%$321,8505.0KQ4 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$320,1395.4KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$315,5635.3KQ1 2026
Eastover Investment Advisors LLC$233M AUM0.13%$313,6125.3KQ1 2026
Symmetry Investments LP$913M AUM0.01%$302,2505.0KQ3 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$301,5075.1KQ1 2026
&PARTNERS$20.2B AUM0.00%$301,2425.1KQ1 2026
Alessandra Capital Management, LLC$113M AUM0.27%$299,6424.7KQ1 2026
Marex Group Ltd$15.8B AUM0.00%$296,7005.0KQ1 2026
World Investment Advisors$6.2B AUM0.00%$295,5735.0KQ1 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.06%$286,3164.8KQ1 2026
DRW Securities, LLC$7.2B AUM0.01%$283,7674.7KQ3 2025OLDER
ANB BANK$247M AUM0.11%$275,8724.6KQ1 2026
WRAPMANAGER INC$288M AUM0.10%$274,0324.6KQ1 2026
EntryPoint Capital, LLC$341M AUM0.10%$268,8094.2KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$267,0304.5KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.00%$265,7194.1KQ4 2025OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$265,3094.5KQ1 2026
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.21%$263,5294.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$259,5164.2KQ1 2026
TORONTO DOMINION BANK$69.7B AUM0.00%$256,0954.5KQ2 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$255,2274.0KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$255,0004.3KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$253,4204.5KQ2 2025OLDER
Mattson Financial Services, LLC$419M AUM0.06%$252,8484.3KQ1 2026
BBR PARTNERS, LLC$1.8B AUM0.01%$251,1704.2KQ3 2025OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.22%$250,4044.4KQ2 2025OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.00%$249,2284.2KQ1 2026
Yorktown Management & Research Co Inc$120M AUM0.21%$249,2284.2KQ1 2026
SIG BROKERAGE, LP$3.8B AUM0.01%$248,1854.4KQ2 2025OLDER
Vann Equity Management LLC$140M AUM0.18%$245,8924.1KQ1 2026
Brown Financial Advisors$264M AUM0.09%$241,8704.1KQ1 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$238,4313.9KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$237,8493.7KQ4 2025OLDER
D'Orazio & Associates, Inc.$772M AUM0.03%$237,2434.0KQ1 2026
Dorsey & Whitney Trust CO LLC$1.8B AUM0.01%$236,6484.0KQ1 2026
Headlands Technologies LLC$878M AUM0.03%$235,0464.0KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$231,8753.6KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$228,0233.1KQ4 2025OLDER
Bayforest Capital Ltd$89M AUM0.26%$227,8663.8KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.00%$226,1074.0KQ2 2025OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.05%$225,1663.5KQ4 2025OLDER
Gleason Group, Inc.$1.0B AUM0.02%$222,9063.8KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$220,1364.0KQ1 2026
OneAscent Financial Services LLC$1.8B AUM0.01%$218,8293.6KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$213,3283.5KQ3 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$212,9123.6KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$210,9264.6KQ3 2025OLDER
BANK OF HAWAII$1.9B AUM0.01%$210,5483.5KQ3 2025OLDER
AG Asset Advisory, LLC$121M AUM0.18%$209,2033.3KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$208,8773.5KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$207,1523.6KQ2 2025OLDER
FLC Capital Advisors$560M AUM0.04%$205,1383.5KQ1 2026
MMBG INVESTMENT ADVISORS CO.$1.1B AUM0.02%$205,0203.5KQ1 2026
REXFORD CAPITAL INC$140M AUM0.17%$203,4533.6KQ2 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$203,3553.4KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$201,6843.4KQ1 2026
Bogart Wealth, LLC$2.6B AUM0.01%$178,0203.0KQ1 2026
WEXFORD CAPITAL LP$690M AUM0.03%$174,7002.7KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$170,0092.9KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$168,3472.8KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$160,7518.0KQ1 2026
Rakuten Securities, Inc.$241M AUM0.07%$157,5482.7KQ1 2026
Quantbot Technologies LP$2.4B AUM0.01%$151,7922.6KQ1 2026
Hood River Capital Management LLC$10.0B AUM0.00%$137,4312.3KQ1 2026
North of South Capital LLP$1.1B AUM0.01%$136,5842.4KQ2 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$123,4942.2KQ2 2025OLDER
Asset Dedication, LLC$1.4B AUM0.01%$114,9011.8KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$114,5861.9KQ1 2026
EFG International AG$4.7B AUM0.00%$113,9331.9KQ1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.04%$110,9731.7KQ4 2025OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$109,9521.9KQ2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$107,8211.8KQ1 2026
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$100,5221.7KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$100,3441.7KQ1 2026
Gen-Wealth Partners Inc$317M AUM0.03%$87,8231.5KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$82,6391.4KQ1 2026
Inspire Investing, LLC$1.7B AUM0.00%$82,0001.4KQ1 2026
Bruce G. Allen Investments, LLC$153M AUM0.05%$80,2871.4KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$77,9201.3KQ3 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$77,2011.3KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$74,3171.3KQ1 2026
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$69,6661.2KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$68,9751.2KQ2 2025OLDER
WPG Advisers, LLC$136M AUM0.05%$68,3601.2KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.01%$66,4271.8KQ2 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$61,280952Q4 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.02%$51,804873Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$46,753787Q1 2026
1620 INVESTMENT ADVISORS, INC.$148M AUM0.03%$40,648685Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$40,351680Q1 2026
NFSG Corp$608M AUM0.01%$39,293650Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$38,622600Q4 2025OLDER
Garner Asset Management Corp$255M AUM0.01%$38,622600Q4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$37,562633Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$27,890470Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$27,475463Q1 2026
Ascentis Independent Advisors$1.3B AUM0.00%$26,881453Q1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$26,000439Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$24,923420Q1 2026
ORG Partners LLC$568M AUM0.00%$24,392379Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$24,389411Q1 2026
Ascentis Wealth Management, LLC$508M AUM0.00%$21,717366Q1 2026
Bellwether Advisors, LLC$590M AUM0.00%$21,455377Q2 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$18,573313Q1 2026
Nalls Sherbakoff Group, LLC$148M AUM0.01%$18,135300Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$17,802300Q1 2026
MAI Capital Management$17.7B AUM0.00%$15,310258Q1 2026
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$14,835250Q1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,678250Q2 2025OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM0.00%$11,007171Q4 2025OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$11,007185Q1 2026
Clal Insurance Enterprises Holdings Ltd$16.6B AUM0.00%$11,000187Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$10,919184Q1 2026
Abound Wealth Management$504M AUM0.00%$10,800182Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$10,669171Q1 2026
Pinnacle Bancorp, Inc.$339M AUM0.00%$10,385175Q1 2026
HM PAYSON & CO$6.9B AUM0.00%$10,235159Q4 2025OLDER
Binnacle Investments Inc$170M AUM0.01%$9,612159Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$9,079153Q1 2026
Grove Bank & Trust$1.0B AUM0.00%$8,367141Q1 2026
MASECO LLP$3.2B AUM0.00%$7,465116Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$7,121120Q1 2026
Bangor Savings Bank$1.4B AUM0.00%$6,952108Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$6,631103Q4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$6,469109Q1 2026
DV Trading LLC$4.2B AUM0.00%$6,437100Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$6,434100Q4 2025OLDER
Rachor Investment Advisory Services, LLC$203M AUM0.00%$6,409108Q1 2026
Navalign, LLC$396M AUM0.00%$6,37399Q4 2025OLDER
Trust Co$1.1B AUM0.00%$6,349107Q1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$5,25987Q3 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$4,89276Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,00272Q1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,91666Q1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$3,14553Q1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,08652Q1 2026
MCF Advisors LLC$2.3B AUM0.00%$2,96750Q1 2026
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$2,90849Q1 2026
Accredited Wealth Management, LLC$134M AUM0.00%$2,84650Q2 2025OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.00%$2,67547Q2 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$2,50444Q2 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$2,44638Q4 2025OLDER
WealthCollab, LLC$243M AUM0.00%$2,13736Q1 2026
Stone House Investment Management, LLC$558M AUM0.00%$2,07735Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$2,01834Q1 2026
Westside Investment Management, Inc.$653M AUM0.00%$1,89932Q1 2026
SHP Wealth Management$1.3B AUM0.00%$1,84031Q1 2026
NewSquare Capital LLC$1.2B AUM0.00%$1,76431Q2 2025OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$1,65129Q2 2025OLDER
SIERRA OCEAN, LLC$122M AUM0.00%$1,59328Q2 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,54326Q1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$1,51125Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,48425Q1 2026
Intentional Wealth Strategies, LLC$107M AUM0.00%$1,30522Q1 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$1,24721Q1 2026
Dogwood Wealth Management LLC$253M AUM0.00%$1,24621Q1 2026
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.00%$1,18720Q1 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,18720Q1 2026
True Wealth Design, LLC$360M AUM0.00%$1,12819Q1 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$1,06818Q1 2026
Imprint Wealth LLC$22M AUM0.00%$1,02817Q3 2025OLDER
Aspect Partners, LLC$245M AUM0.00%$96717Q2 2025OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$96717Q2 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$89015Q1 2026
Bare Financial Services, Inc$378M AUM0.00%$89015Q1 2026
Financial Gravity Asset Management, Inc.$562M AUM0.00%$84614Q3 2025OLDER
Financial Gravity Companies, Inc.$509M AUM0.00%$79714Q2 2025OLDER
CHANNING GLOBAL ADVISORS, LLC$171M AUM0.00%$74013Q2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$71212Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$71212Q1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$64410Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$4768Q1 2026
Horizon Investments, LLC$8.9B AUM0.00%$4758Q1 2026
First Command Advisory Services, Inc.$14.8B AUM0.00%$4157Q1 2026
IMA Advisory Services, Inc.$1.0B AUM0.00%$4157Q1 2026
Investors Portfolio Services LLC$108M AUM0.00%$3496Q1 2026
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$2975Q1 2026
West Branch Capital LLC$430M AUM0.00%$1793Q1 2026
Blume Capital Management, Inc.$588M AUM0.00%$1713Q2 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$591Q1 2026
Elequin Capital, LP$1.2B AUM0.00%$591Q1 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$150Q3 2025OLDER
Compagnie Lombard Odier SCmA$8.1B AUM$00Q1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM$00Q2 2025OLDER
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.