SEC 13F Intelligence

ENSENERSYS

CUSIP 29275Y102 · Yahoo Finance ↗ · Google Finance ↗

Enersys (ENS) has 492 institutional holders in Filings Flow’s 13F database, together reporting 35.53M shares worth $5.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
492
Q1 2026
Reported Value
$5.8B
Ticker
ENS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 247Q4 ’18Q1 ’19: 248Q2 ’19: 222Q2 ’19Q3 ’19: 223Q2 ’21: 266Q2 ’21Q4 ’21: 257Q4 ’22: 249Q4 ’22Q4 ’25: 428Q1 ’26: 492Q1 ’26Q2 ’26: 23filingsflow.com
Total reported value
Q4 ’18: $42.6BQ4 ’18Q1 ’19: $19.2BQ2 ’19: $4.8BQ2 ’19Q3 ’19: $5.2BQ2 ’21: $8.6BQ2 ’21Q4 ’21: $9.0BQ4 ’22: $1.5BQ4 ’22Q4 ’25: $5.0BQ1 ’26: $5.8BQ1 ’26Q2 ’26: $28Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM6.54%$136M785.2KQ1 2026OLDER
ACK Asset Management LLC$801M AUM5.61%$45M304.3KQ4 2025OLDER
Carmel Capital Management L.L.C.$349M AUM3.66%$13M73.7KQ1 2026OLDER
SCOPIA CAPITAL MANAGEMENT LP$146M AUM3.57%$5M30.0KQ1 2026OLDER
Lightrock Netherlands B.V.$468M AUM3.20%$15M154.6KQ1 2026OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM2.94%$77M441.9KQ1 2026OLDER
Lumbard & Kellner, LLC$289M AUM2.66%$8M44.2KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM1.70%$18M100.9KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM1.56%$81M553.8KQ4 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM1.49%$10M56.7KQ1 2026OLDER
Silver Lake Advisory, LLC$252M AUM1.35%$3M19.6KQ1 2026OLDER
Aurora Investment Counsel$180M AUM1.21%$2M20.5KQ3 2025OLDER
Hill City Capital, LP$2.8B AUM1.18%$33M190.0KQ1 2026OLDER
Skylands Capital, LLC$763M AUM1.17%$9M51.2KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.74%$35M201.4KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.74%$1M6.2KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.68%$164M945.6KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.55%$38M219.2KQ1 2026OLDER
ABLE Financial Group, LLC$511M AUM0.52%$3M15.4KQ1 2026OLDER
MIROVA$2.5B AUM0.48%$12M67.4KQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.46%$2M11.1KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.44%$1M6.1KQ1 2026OLDER
Ridge Creek Global, Inc$118M AUM0.42%$491,6282.8KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.39%$3M19.5KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.39%$2M13.5KQ1 2026OLDER
Spectrum Strategic Capital Management, LLC$186M AUM0.36%$672,6443.9KQ1 2026OLDER
Trium Capital LLP$142M AUM0.36%$915,5418.1KQ3 2025OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.34%$7M43.1KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.32%$625,3923.6KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.31%$11M64.9KQ1 2026OLDER
Global Alpha Capital Management Ltd.$1.7B AUM0.31%$5M29.2KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.28%$9M53.8KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.27%$2M11.9KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.26%$5M41.5KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.25%$845,1484.9KQ1 2026OLDER
Energy Income Partners, LLC$6.2B AUM0.23%$14M83.4KQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.22%$612,1893.5KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.21%$849,3895.8KQ4 2025OLDER
Paralel Advisors LLC$2.4B AUM0.21%$5M29.2KQ1 2026OLDER
MQS Management LLC$148M AUM0.20%$335,6172.3KQ4 2025OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.19%$363,7431.6KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.19%$19M106.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.19%$3M19.2KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.19%$35M203.6KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.19%$2M10.7KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.18%$5M27.4KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.18%$976,6545.6KQ1 2026OLDER
Brucke Financial, Inc.$197M AUM0.18%$321,8232.2KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.17%$7M37.9KQ1 2026OLDER
Osprey Private Wealth LLC$345M AUM0.16%$568,0643.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.16%$9M50.0KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM0.16%$258,9561.1KQ2 2026
CIM INVESTMENT MANAGEMENT INC$375M AUM0.15%$579,5303.3KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.15%$655,7933.8KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.15%$660,0004.5KQ4 2025OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.14%$936,8725.4KQ1 2026OLDER
Horizon Investment Services, LLC$288M AUM0.14%$391,5652.3KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.13%$686,5414.0KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.13%$2M10.3KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.13%$612,7393.5KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.13%$6M37.1KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.13%$1M7.2KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.12%$10M59.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.12%$502,3982.9KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.12%$1M6.2KQ2 2026
Trexquant Investment LP$13.9B AUM0.11%$16M90.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.11%$23M130.5KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.11%$291,1551.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.11%$154M887.4KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.10%$321,3712.8KQ3 2025OLDER
Pacific Excel Wealth Advisors, Inc.$258M AUM0.10%$267,2731.1KQ2 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$2M15.1KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.10%$339,6232.0KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.10%$460,1852.6KQ2 2026
Heritage Family Offices, LLP$225M AUM0.10%$215,0781.2KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.09%$3M16.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.09%$89M511.1KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.09%$222,3621.3KQ2 2026
CFG Wealth Management Services, Inc.$110M AUM0.09%$100,758580Q1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.09%$13M91.7KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.09%$3M15.5KQ1 2026OLDER
State of Wyoming$844M AUM0.09%$717,9854.1KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.08%$9M78.4KQ3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.08%$1M8.4KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.08%$17M151.5KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.08%$1M7.5KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.08%$3M15.2KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.08%$2M10.0KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.08%$372,8032.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.08%$8M46.1KQ1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM0.08%$293,5871.7KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.08%$525,5033.0KQ1 2026OLDER
United Community Bank$300M AUM0.08%$228,4421.3KQ1 2026OLDER
GENDELL JEFFREY L$7.3B AUM0.08%$6M32.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.07%$54M308.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.07%$152M891.8KQ1 2026OLDER
EFG International AG$4.7B AUM0.07%$3M18.1KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.07%$2M9.0KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.07%$95,401549.2KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.07%$3M18.8KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.07%$663,7843.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.07%$8M46.5KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.06%$4M25.5KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM0.06%$239,0391.4KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.06%$54M310.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$262M1.51MQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.05%$3M16.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M9.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.05%$96M551.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.05%$226,1421.5KQ4 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.05%$905,7765.2KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.05%$233,4801.3KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$333,3691.9KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.05%$202,254865Q2 2026
Sargent Investment Group, LLC$759M AUM0.05%$368,2862.1KQ1 2026OLDER
Triangle Securities Wealth Management$441M AUM0.05%$210,3751.2KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.05%$289,5911.7KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.05%$4M24.1KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.05%$4M23.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M6.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.04%$4M21.6KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.04%$18M103.1KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.04%$2M11.3KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.04%$207,8791.2KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$519,4233.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$457,4193.1KQ4 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.04%$6M36.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.04%$2M10.7KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$207,3581.4KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$21M120.7KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.04%$3M16.7KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.04%$9M83.5KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.04%$11M65.1KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$397,4931.7KQ2 2026
MetLife Investment Management, LLC$19.6B AUM0.03%$7M37.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$65,291578Q3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M10.7KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.03%$13M73.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$60M345.3KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M11.3KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.03%$175,4271.6KQ3 2025OLDER
Defiance ETFs, LLC$7.0B AUM0.03%$2M12.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.03%$201M1.16MQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$1M5.8KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.03%$2M9.6KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.03%$3M15.8KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$2M14.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$53M305.5KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$2M13.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.03%$6M33.0KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.03%$78,174450Q1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$8M45.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M8.6KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.03%$129,074743Q1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$251,3731.4KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.03%$406,5052.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.03%$12M68.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$3M16.6KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.02%$4M22.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$677,5083.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$95M548.0KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.02%$63,709564Q3 2025OLDER
Gen-Wealth Partners Inc$317M AUM0.02%$71,920414Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$20M116.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M10.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$1M6.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$413M2.38MQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M8.3KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$2M10.4KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.02%$25M149.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M23.0KQ4 2025OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.02%$373,1512.1KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$407,5472.3KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$7M62.9KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M9.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$507,1562.2KQ2 2026
Fisher Asset Management, LLC$294.9B AUM0.02%$56M320.3KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$470,0862.7KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.02%$806,7564.6KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$1M8.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$21M121.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.02%$13M72.3KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$964,4935.6KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$3M17.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M7.6KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.02%$463,0002.7KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$249,4751.7KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$211,7651.2KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.02%$1M8.5KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.02%$6M37.0KQ1 2026OLDER
Mubadala Investment Co PJSC$20.5B AUM0.02%$3M19.8KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.02%$4M25.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$642,2433.7KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.02%$6M31.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M41.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$9M54.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$521,1853.0KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$10M59.4KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$209,8541.2KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.02%$47,987327Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.02%$14M82.6KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.02%$724,9344.2KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M29.0KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$10M54.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$882M5.08MQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.02%$9M52.6KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M19.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M10.1KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$319,7131.8KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$237,5891.6KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$509,6942.9KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M12.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$95M545.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$347,4402.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$15M85.5KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$8M45.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M70.6KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$245,4661.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$126,989731Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M7.6KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$1M6.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$29M169.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M9.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$44,299255Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$33,736144Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$230,5261.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$4M22.4KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$10M58.4KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$561,2893.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$88M505.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$146,621844Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$41M238.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$26M151.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M18.5KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M18.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$42M239.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$70M403.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$167M962.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$21M123.3KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$2M14.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M10.1KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$838,0254.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$19,127110Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M14.1KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$6M36.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M15.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$274,4781.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M11.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$54M310.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M13.3KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$248,2651.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$633M4.31MQ4 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$15M85.1KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$543,0493.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M9.6KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$450,9633.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$256M1.47MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$776,7024.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$92,359395Q2 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$263,5421.5KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$211,1731.4KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M9.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$5M27.4KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M8.9KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.01%$8,68650Q1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$2M17.7KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M43.7KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$233,3331.6KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$236,4331.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M9.3KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.01%$1M7.3KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$454,4912.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$811,1667.2KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M23.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$212,2841.3KQ1 2026OLDER
Performance Wealth Partners, LLC$3.4B AUM0.01%$262,1601.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M19.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M36.9KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$13M73.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$11M65.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$27M154.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$287M1.65MQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.01%$348,8302.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$580,2333.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M10.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M8.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$3M15.0KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.01%$14,07181Q1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$301,2301.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$59M338.9KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$429,9612.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$14M80.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$2M9.6KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$553,9813.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$18,211161Q3 2025OLDER
WPG Advisers, LLC$136M AUM0.01%$8,86051Q1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$40,303232Q1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.01%$391,5652.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$907,1665.2KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.01%$517,4704.6KQ3 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$269,7871.6KQ1 2026OLDER
Sachetta, LLC$184M AUM0.01%$11,64467Q1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$245,1191.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$4M24.2KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.01%$17,372100Q1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.01%$15,46189Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$80M459.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$190,4081.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$473,8674.2KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$4M25.4KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$4M20.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$23M134.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M8.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$395,3862.3KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$1M5.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M35.0KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$215,6411.9KQ3 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$213,0861.5KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$732,7504.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$907,0965.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$3M19.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$29M164.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$31M176.1KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$6,56937.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$5M26.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$6M32.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$3M14.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M14.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M9.0KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.00%$448,9282.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$32M185.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$22M125.7KQ2 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$2M13.5KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$404,1362.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$545,3083.1KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$21,368123Q1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$6,08026Q2 2026
Quantinno Capital Management LP$59.9B AUM0.00%$2M13.8KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$305,0932.1KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M21.1KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$5,90634Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M7.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$58M349.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$9,349109Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$793,2594.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M5.8KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1M7.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$331,3011.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M17.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M5.8KQ2 2026
Creative Planning$147.4B AUM0.00%$5M30.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$11M62.9KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$441,4243.0KQ4 2025OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$6,54728Q2 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$7M40.0KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$5M32.5KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$392,4332.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$11M72.5KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M11.3KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$8,16547Q1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$437,6012.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$504,4842.9KQ2 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$217,4971.3KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$5,38531Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$18,049123Q4 2025OLDER
SIH Partners, LLLP$7.6B AUM0.00%$240,0811.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M15.4KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$620,1803.6KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$873,2905.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$13M74.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$4M29.6KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M11.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M6.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$13M76.7KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$297,4571.7KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$9,68666Q4 2025OLDER
Amundi$367.1B AUM0.00%$9M54.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$42M283.8KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$567,3503.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$44M255.4KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1M6.5KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$1M7.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$21M118.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$19,900114.5KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$2M9.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M40.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$9M53.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$44,299255Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$269,4391.6KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$21,715125Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$19,978115Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$50,900293Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$382,7052.2KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$128,900742Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$1M6.8KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$362,6192.5KQ4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$504,4832.9KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$22,757131Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$210,0281.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$22,236128Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$9,03352Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M16.9KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$87,082501Q2 2026
Man Group plc$55.1B AUM0.00%$862,3465.0KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$281,9211.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M14.9KQ1 2026OLDER
First Pacific Financial$777M AUM0.00%$11,98769Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$35,954245Q4 2025OLDER
Kilter Group LLC$232M AUM0.00%$3,47520Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$2,78819Q4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$351,6443.1KQ3 2025OLDER
Rakuten Securities, Inc.$241M AUM0.00%$3,47420Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$199,4311.1KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$913,2465.3KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$601,8515.3KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$6,08035Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$16,50395Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$210,0271.2KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$6,25436Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$10,42460Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$353,1732.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$222,3611.3KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$7,47043Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$34,744200Q1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$15,80991Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M25.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$302,9161.7KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,34325Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M6.2KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$2,80612Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$115,609650Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M5.9KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$15,11487Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M8.1KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$614,2743.5KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$9,38154Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$11,57166Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$593,5853.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M5.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$36,242155Q2 2026
Advisory Services Network, LLC$7.5B AUM0.00%$69,695401Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$5,37823Q2 2026
Global X Japan Co., Ltd.$1.9B AUM0.00%$16,33094Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$37,871218Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$8695Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$25,019107Q2 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4,51726Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$17,372100Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$584,7423.4KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$20,989143Q4 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$1,2177Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$24,321140Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$7083Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$799,1124.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$39,084346Q3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,43214Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$22,614120Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$434,3182.5KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$17,372100Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$463,7442.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$442,4602.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,2387Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M11.3KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$464,0062.7KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$117,792678Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$226,0101.3KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$8695Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$8,33948Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$9,38154Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$382,1842.2KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,60615Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$33,007190Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$933,7175.4KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$253,8781.7KQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$1M7.5KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$356,9442.4KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$416,9282.4KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,5639Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$227,1281.3KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$98,996570Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$211,4171.2KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$16,85197Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$934,4415.4KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$34,744200Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1,91111Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$561,1513.2KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,2167Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$75,054432Q1 2026OLDER
NFSG Corp$608M AUM0.00%$1,93113Q4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$2,95317Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$15,852108Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$2,95817Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,0436Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$40,998236Q1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$8765Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$5213Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$255,6452.3KQ3 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$2,34816Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,5649Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$504,1352.9KQ1 2026OLDER

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