SEC 13F Intelligence

NVSTENVISTA HOLDINGS CORPORATION

CUSIP 29415F104 · Yahoo Finance ↗ · Google Finance ↗

Envista Holdings Corporation (NVST) has 384 institutional holders in Filings Flow’s 13F database, together reporting 178.08M shares worth $4.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Ariel Investments, LLC.

Institutional Holders
384
Q1 2026
Reported Value
$4.5B
Ticker
NVST
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 1Q1 ’19Q2 ’19: 1Q3 ’19: 62Q4 ’19: 183Q1 ’20: 158Q1 ’20Q2 ’20: 156Q3 ’20: 174Q4 ’20: 237Q1 ’21: 266Q1 ’21Q2 ’21: 305Q3 ’21: 294Q4 ’21: 299Q1 ’22: 324Q1 ’22Q2 ’22: 311Q3 ’22: 292Q4 ’22: 302Q1 ’23: 291Q1 ’23Q2 ’23: 294Q3 ’23: 287Q4 ’23: 297Q1 ’24: 285Q1 ’24Q2 ’24: 276Q3 ’24: 279Q4 ’24: 275Q1 ’25: 278Q1 ’25Q2 ’25: 280Q3 ’25: 302Q4 ’25: 328Q1 ’26: 384Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $63,000Q1 ’19Q2 ’19: $63,000Q3 ’19: $560MQ4 ’19: $2.9BQ1 ’20: $1.3BQ1 ’20Q2 ’20: $2.1BQ3 ’20: $2.4BQ4 ’20: $3.5BQ1 ’21: $3.7BQ1 ’21Q2 ’21: $4.0BQ3 ’21: $4.0BQ4 ’21: $4.6BQ1 ’22: $5.3BQ1 ’22Q2 ’22: $4.5BQ3 ’22: $4.0BQ4 ’22: $3.6BQ1 ’23: $4.4BQ1 ’23Q2 ’23: $3.6BQ3 ’23: $2.8BQ4 ’23: $3.1BQ1 ’24: $2.9BQ1 ’24Q2 ’24: $2.4BQ3 ’24: $2.7BQ4 ’24: $2.7BQ1 ’25: $2.7BQ1 ’25Q2 ’25: $3.9BQ3 ’25: $3.9BQ4 ’25: $4.0BQ1 ’26: $4.5BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BlackRock, Inc.$5.72T AUM0.01%$453M17.85MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$349M16.10MQ4 2025OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM3.08%$276M10.86MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$248M9.78MQ1 2026
MORGAN STANLEY$1.66T AUM0.01%$223M8.79MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$192M7.57MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$186M7.32MQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.04%$175M6.89MQ1 2026
Gates Capital Management, Inc.$3.7B AUM3.72%$136M5.36MQ1 2026
STATE STREET CORP$2.90T AUM0.00%$133M5.23MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.02%$116M4.58MQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.07%$111M4.39MQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$109M5.03MQ1 2026
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.32%$96M3.77MQ1 2026
HARRIS ASSOCIATES L P$75.0B AUM0.11%$83M3.26MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$81M3.20MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$80M3.15MQ1 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.03%$75M2.90MQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.04%$73M2.86MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$71M2.92MQ1 2026
Quantinno Capital Management LP$59.9B AUM0.11%$68M2.69MQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$65M2.62MQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.18%$58M2.29MQ1 2026
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.66%$56M2.21MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$56M2.19MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$54M2.14MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$53M2.42MQ4 2025OLDER
NORGES BANK$0 AUM0.00%$45M2.08MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$41M1.62MQ1 2026
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.13%$41M1.60MQ1 2026
Invesco Ltd.$653.3B AUM0.01%$38M1.51MQ1 2026
Tweedy, Browne Co LLC$1.3B AUM2.90%$36M1.44MQ1 2026
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.37%$36M1.44MQ1 2026
Paradice Investment Management LLC$532M AUM6.71%$36M1.41MQ1 2026
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.19%$35M1.38MQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$33M1.30MQ1 2026
Holocene Advisors, LP$41.5B AUM0.07%$32M1.57MQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$32M1.24MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.05%$31M1.21MQ1 2026
Clarkston Capital Partners, LLC$1.3B AUM2.29%$30M1.18MQ1 2026
UBS Group AG$666.3B AUM0.00%$30M1.18MQ1 2026
Freestone Grove Partners LP$14.2B AUM0.21%$29M1.34MQ4 2025OLDER
Varenne Capital Partners$413M AUM6.48%$27M1.05MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$26M1.02MQ1 2026
Iron Triangle Partners LP$875M AUM2.95%$26M1.19MQ4 2025OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.84%$25M995.1KQ1 2026
Brickwood Asset Management LLP$133M AUM17.41%$25M1.22MQ3 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.25%$25M978.4KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.02%$23M914.1KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$22M850.4KQ1 2026
Polar Asset Management Partners Inc.$5.0B AUM0.34%$22M1.10MQ2 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.04%$21M1.04MQ3 2025OLDER
Capricorn Fund Managers Ltd$641M AUM2.95%$19M746.2KQ1 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.16%$19M741.5KQ1 2026
Marathon Asset Management Ltd$2.6B AUM0.70%$18M723.2KQ1 2026
Trexquant Investment LP$13.9B AUM0.13%$18M713.3KQ1 2026
Parkman Healthcare Partners LLC$970M AUM1.86%$18M711.7KQ1 2026
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.50%$17M665.4KQ1 2026
ArrowMark Colorado Holdings LLC$3.8B AUM0.45%$17M663.6KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$16M639.9KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$16M632.0KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.24%$16M626.0KQ1 2026
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.07%$15M776.6KQ2 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$15M579.5KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.11%$14M549.9KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.02%$13M518.2KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M484.0KQ1 2026
Leeward Investments, LLC - MA$2.0B AUM0.59%$12M472.1KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$11M451.6KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$11M442.6KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M424.0KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.01%$11M421.9KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$11M416.2KQ1 2026
Lightrock Netherlands B.V.$468M AUM2.68%$10M591.3KQ3 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.52%$10M402.4KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$9M357.7KQ1 2026
Integral Health Asset Management, LLC$2.1B AUM0.42%$9M350.0KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$8M329.6KQ1 2026
Swiss National Bank$173.8B AUM0.00%$8M325.4KQ1 2026
Aristotle Capital Boston, LLC$1.6B AUM0.51%$8M325.0KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$8M295.7KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M290.9KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$7M289.5KQ1 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$7M325.2KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.03%$7M275.9KQ1 2026
DANSKE BANK A/S$41.5B AUM0.02%$7M269.6KQ1 2026
First Eagle Investment Management, LLC$59.0B AUM0.01%$7M264.5KQ1 2026
ARMISTICE CAPITAL, LLC$5.6B AUM0.12%$7M264.0KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$5M215.5KQ1 2026
XTX Topco Ltd$5.8B AUM0.09%$5M214.4KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M247.4KQ4 2025OLDER
NATIXIS ADVISORS, LLC$71.9B AUM0.01%$5M202.3KQ1 2026
Retirement Systems of Alabama$30.0B AUM0.02%$5M200.9KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.02%$5M199.3KQ1 2026
HOMESTEAD ADVISERS CORP$3.7B AUM0.14%$5M199.3KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M194.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M188.0KQ1 2026
Amundi$367.1B AUM0.00%$5M184.6KQ1 2026
Jain Global LLC$24.2B AUM0.03%$4M228.8KQ2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M175.9KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.01%$4M169.3KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.13%$4M168.2KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$4M163.2KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$4M162.4KQ1 2026
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$4M185.4KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.01%$4M195.5KQ2 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M148.3KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$4M147.3KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M145.9KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M136.2KQ1 2026
Mubadala Investment Co PJSC$20.5B AUM0.02%$3M132.1KQ1 2026
BURNEY CO/$3.2B AUM0.10%$3M128.5KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M126.1KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3M129.1KQ1 2026
Magnetar Financial LLC$9.8B AUM0.03%$3M142.7KQ4 2025OLDER
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.05%$3M118.1KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M111.6KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M109.1KQ1 2026
EFG International AG$4.7B AUM0.06%$3M106.4KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.01%$3M123.7KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M103.6KQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$3M104.1KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.09%$3M103.2KQ1 2026
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.14%$3M100.8KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$2M114.4KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M113.0KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M96.5KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M95.2KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$2M94.9KQ1 2026
Profit Investment Management, LLC$25M AUM3.02%$2M117.9KQ3 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.35%$2M92.9KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M89.6KQ1 2026
Oak Thistle LLC$1.0B AUM0.22%$2M88.3KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M87.9KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M84.5KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M83.9KQ1 2026
Caprock Group, LLC$4.1B AUM0.05%$2M82.0KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M95.7KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M80.6KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M80.2KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M78.9KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$2M92.1KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M78.3KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.01%$2M76.4KQ1 2026
AMALGAMATED BANK$13.1B AUM0.01%$2M73.7KQ1 2026
CWM, LLC$38.1B AUM0.00%$2M72.9KQ1 2026
Creative Planning$147.4B AUM0.00%$2M70.8KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M70.2KQ1 2026
Treasurer of the State of North Carolina$31.8B AUM0.01%$2M69.7KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$2M67.0KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M65.9KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M64.5KQ1 2026
Jackson Creek Investment Advisors LLC$340M AUM0.48%$2M64.2KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M63.3KQ1 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M62.8KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M61.1KQ1 2026
Handelsbanken Fonder AB$30.0B AUM0.01%$2M60.4KQ1 2026
SHAYNE & JACOBS, LLC$337M AUM0.46%$1M58.7KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$1M56.7KQ1 2026
Henshaw Capital LLC$2.7B AUM0.05%$1M56.1KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M55.5KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.05%$1M55.2KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M54.9KQ1 2026
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.03%$1M54.3KQ1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$1M53.9KQ1 2026
South Dakota Investment Council$5.2B AUM0.03%$1M53.9KQ1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.01%$1M53.7KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$1M52.1KQ1 2026
ASSETMARK, INC$49.0B AUM0.00%$1M51.5KQ1 2026
COOKSON PEIRCE & CO INC$2.4B AUM0.05%$1M51.2KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$1M50.9KQ1 2026
DeepCurrents Investment Group LLC$3.1B AUM0.04%$1M59.4KQ4 2025OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.03%$1M65.9KQ2 2025OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.07%$1M50.6KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$1M50.5KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.01%$1M62.8KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.01%$1M62.0KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M49.3KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M47.5KQ1 2026
Man Group plc$55.1B AUM0.00%$1M47.5KQ1 2026
ABLE Financial Group, LLC$511M AUM0.23%$1M46.6KQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M46.2KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$1M45.2KQ1 2026
TWINBEECH CAPITAL LP$965M AUM0.11%$1M43.4KQ1 2026
Redwood Investment Management, LLC$805M AUM0.12%$1M50.3KQ4 2025OLDER
SHERBROOKE PARK ADVISERS LLC$39M AUM0.51%$1M53.4KQ3 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.41%$1M42.7KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$1M41.9KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M41.7KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M41.1KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M41.1KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M40.9KQ1 2026
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.02%$1M40.3KQ1 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M39.5KQ1 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$990,00039.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.01%$982,42838.7KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$950,20343.8KQ4 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$931,40936.7KQ1 2026
Integrated Quantitative Investments LLC$551M AUM0.17%$921,08336.3KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$918,39436.2KQ1 2026
ALLSTATE CORP$9.4B AUM0.01%$895,56135.3KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$893,00041.1KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.09%$883,20634.8KQ1 2026
Quantbot Technologies LP$2.4B AUM0.04%$883,18034.8KQ1 2026
Odyssean, LLC$274M AUM0.32%$876,88934.6KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.02%$865,41331.9KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$864,96534.1KQ1 2026
ARGA Investment Management, LP$3.0B AUM0.03%$859,02833.9KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$853,44733.6KQ1 2026
Jump Financial, LLC$7.5B AUM0.01%$852,28033.6KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.01%$851,06233.5KQ1 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM0.03%$845,00033.3KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$844,00033.4KQ1 2026
Mariner, LLC$85.7B AUM0.00%$838,14933.0KQ1 2026
Taproot Management LP$530M AUM0.13%$792,97936.5KQ4 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.12%$792,35631.2KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$782,12738.4KQ3 2025OLDER
First Pacific Advisors, LP$7.1B AUM0.01%$771,17230.4KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$764,50030.1KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$764,14430.1KQ1 2026
Aaron Wealth Advisors LLC$2.0B AUM0.04%$751,84029.6KQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.02%$739,60937.9KQ2 2025OLDER
Horizon Investments, LLC$8.9B AUM0.01%$738,95229.1KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.01%$732,02628.9KQ1 2026
AlphaQuest LLC$0 AUM0.04%$731,62733.7KQ4 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$727,00028.6KQ1 2026
State of Wyoming$844M AUM0.08%$700,64327.6KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$691,18027.2KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$688,02427.1KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$660,76226.0KQ1 2026
Centerstone Investors, LLC$32M AUM2.07%$659,91930.4KQ4 2025OLDER
State of Alaska, Department of Revenue$9.2B AUM0.01%$659,00026.0KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$646,93525.5KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$641,31025.5KQ1 2026
SYON CAPITAL LLC$2.0B AUM0.03%$640,87225.3KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$640,87125.3KQ1 2026
VARCOV Co.$268M AUM0.23%$621,76824.5KQ1 2026
Vident Advisory, LLC$11.7B AUM0.01%$612,13930.1KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$603,67923.8KQ1 2026
Convergence Investment Partners, LLC$611M AUM0.13%$585,31228.7KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$583,71323.0KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$568,31422.4KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$568,21222.4KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$557,98822.0KQ1 2026
Sepio Capital, LP$1.8B AUM0.03%$533,27721.0KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.02%$518,96920.5KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$514,52920.3KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$511,75025.1KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$502,88419.8KQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$493,90322.8KQ4 2025OLDER
Pacer Advisors, Inc.$35.6B AUM0.00%$480,00018.9KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$474,03918.7KQ1 2026
Kera Capital Partners, Inc.$815M AUM0.06%$464,67718.3KQ1 2026
Hedges Asset Management LLC$142M AUM0.32%$451,56820.8KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$438,69917.3KQ1 2026
Optimize Financial Inc$203M AUM0.22%$438,69420.2KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$435,85717.2KQ1 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$433,04117.1KQ1 2026
AXQ CAPITAL, LP$777M AUM0.14%$431,87322.1KQ2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.04%$429,08316.9KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$424,21216.7KQ1 2026
CHOREO, LLC$8.1B AUM0.01%$423,80616.7KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$423,36117.5KQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$421,92816.6KQ1 2026
Callan Family Office, LLC$4.4B AUM0.01%$420,38016.6KQ1 2026
Baker Avenue Asset Management, LP$4.4B AUM0.01%$416,42316.4KQ1 2026
Numerai GP LLC$997M AUM0.04%$409,32016.1KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$404,00015.9KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$396,10215.6KQ1 2026
Qsemble Capital Management, LP$1.3B AUM0.03%$392,27818.1KQ4 2025OLDER
CERTUITY, LLC$1.5B AUM0.03%$386,86715.2KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$382,50315.1KQ1 2026
Bayesian Capital Management, LP$82M AUM0.08%$378,88218.6KQ3 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$374,20814.8KQ1 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$364,72816.8KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$355,81414.0KQ1 2026
Vestcor Inc$3.6B AUM0.01%$347,00013.7KQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$345,64113.6KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$334,50313.2KQ1 2026
Optas, LLC$661M AUM0.05%$330,74813.0KQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$330,47013.0KQ1 2026
Perbak Capital Partners LLP$406M AUM0.08%$325,57312.8KQ1 2026
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$321,00712.7KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$320,65112.6KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$314,74012.4KQ1 2026
Curi Capital, LLC$5.6B AUM0.01%$310,50412.2KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$309,91912.2KQ1 2026
PharVision Advisers, LLC$10M AUM0.17%$306,97615.1KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.07%$306,57112.1KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$304,08512.0KQ1 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$304,00912.0KQ1 2026
HUB Investment Partners, LLC$4.2B AUM0.01%$303,98312.0KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$301,31911.9KQ1 2026
Interchange Capital Partners, LLC$317M AUM0.06%$299,72613.8KQ4 2025OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$298,07211.7KQ1 2026
Claret Asset Management Corp$837M AUM0.04%$295,00011.6KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$294,77411.6KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$294,34311.6KQ1 2026
Entropy Technologies, LP$2.2B AUM0.01%$287,23911.3KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.01%$281,88313.0KQ1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$280,84611.1KQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$278,51311.0KQ1 2026
Virtu Financial LLC$2.4B AUM0.01%$278,00010.9KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$277,57410.9KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$275,87310.9KQ1 2026
INCEPTIONR LLC$415M AUM0.06%$268,23213.2KQ3 2025OLDER
Versor Investments LP$41M AUM0.04%$267,03312.3KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$266,05510.5KQ1 2026
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$265,90310.5KQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.00%$265,00010.4KQ1 2026
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$259,68710.2KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$257,55610.2KQ1 2026
EntryPoint Capital, LLC$341M AUM0.08%$256,03410.1KQ1 2026
VIRTUS ADVISERS, LLC$215M AUM0.12%$255,27310.1KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$252,71110.0KQ1 2026
Krilogy Financial LLC$3.1B AUM0.01%$251,5129.3KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$247,8659.8KQ1 2026
Procyon Advisors, LLC$2.3B AUM0.01%$246,90811.4KQ4 2025OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$245,11212.0KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$235,8409.3KQ1 2026
Arax Advisory Partners$3.5B AUM0.01%$229,6359.1KQ1 2026
RWA WEALTH PARTNERS, LLC$9.1B AUM0.00%$228,4579.0KQ1 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.20%$228,3559.0KQ1 2026
Utah Retirement Systems$9.8B AUM0.00%$228,3309.0KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$225,53111.5KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$225,0008.8KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$224,1448.8KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.01%$222,0138.8KQ1 2026
PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM0.01%$220,0008.7KQ1 2026
Herold Advisors, Inc.$455M AUM0.05%$216,9148.6KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$214,40310.9KQ2 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$213,8948.4KQ1 2026
Walleye Trading LLC$60.0B AUM0.00%$213,3669.8KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$211,8408.3KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$209,93310.4KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$207,7048.2KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.01%$204,3558.1KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$201,6649.9KQ3 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$201,2867.9KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$184,5358.5KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$180,8377.1KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$161,8866.4KQ1 2026
KBC Group NV$39.9B AUM0.00%$157,0006.2KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$102,4684.0KQ1 2026
STRS OHIO$25.2B AUM0.00%$98,8423.9KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$95,2903.8KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$94,1233.7KQ1 2026
Persistent Asset Partners Ltd$268M AUM0.04%$92,5714.3KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$83,6703.3KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$82,9603.3KQ1 2026
Quarry LP$558M AUM0.01%$79,6623.1KQ1 2026
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.03%$79,0533.1KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$77,7003.6KQ4 2025OLDER
Covestor Ltd$144M AUM0.05%$76,0003.0KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$72,2612.8KQ1 2026
C M BIDWELL & ASSOCIATES LTD$214M AUM0.03%$61,0152.4KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$55,9162.2KQ1 2026
UMB Bank, n.a.$7.2B AUM0.00%$55,6622.2KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$54,9772.2KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$53,2772.1KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$52,2622.1KQ1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$50,0002.0KQ1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$41,9621.7KQ1 2026
Employees Retirement System of Texas$11.4B AUM0.00%$41,0001.6KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$36,7111.4KQ1 2026
Essential Partners LLC$250M AUM0.01%$35,0741.8KQ1 2026
Bayforest Capital Ltd$89M AUM0.04%$32,1951.3KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$31,8611.3KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$28,3131.1KQ1 2026
Kemnay Advisory Services Inc.$622M AUM0.00%$26,9681.1KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$25,9021.0KQ1 2026
True Wealth Design, LLC$360M AUM0.01%$24,102950Q1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$23,822939Q1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.01%$23,772937Q1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$23,619931Q1 2026
Hillsdale Investment Management Inc.$3.7B AUM0.00%$22,833900Q1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$22,630892Q1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$22,504887Q1 2026
Torren Management, LLC$201M AUM0.01%$21,167975Q4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$21,082831Q1 2026
Destiny Wealth Partners, LLC$914M AUM0.00%$20,930825Q1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$20,4771.0KQ2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$20,397804Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$18,542731Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$17,328683Q1 2026
POM Investment Strategies, LLC$80M AUM0.02%$15,882626Q1 2026
LRI Investments, LLC$1.1B AUM0.00%$13,827545Q1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$12,139523Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,620458Q1 2026
Rise Advisors, LLC$284M AUM0.00%$11,428561Q3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$11,163440Q1 2026
Quent Capital, LLC$1.4B AUM0.00%$11,011434Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$10,833499Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$10,554416Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$10,224403Q1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,535419Q3 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$8,094319Q1 2026
CENTRAL TRUST Co$5.1B AUM0.00%$7,358290Q1 2026
Millstone Evans Group, LLC$167M AUM0.00%$7,053278Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$6,753311Q4 2025OLDER
ORG Partners LLC$568M AUM0.00%$6,664307Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$6,437316Q3 2025OLDER
Boreal Capital Management LLC$123M AUM0.00%$6,089240Q1 2026
Leonteq Securities AG$2.7B AUM0.00%$6,063239Q1 2026
FIRST HORIZON CORP$2.4B AUM0.00%$5,860231Q1 2026
Tortoise Investment Management, LLC$1.2B AUM0.00%$5,337262Q3 2025OLDER
Aspect Partners, LLC$245M AUM0.00%$5,296260Q3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$5,150203Q1 2026
NATIXIS$28.0B AUM0.00%$5,145237Q4 2025OLDER
Hemington Wealth Management$769M AUM0.00%$5,000279Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$4,950243Q3 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$4,896193Q1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$4,514231Q2 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$4,491177Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$4,465176Q1 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,390173Q1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,318178Q1 2026
Owl Creek Wealth Partners LLC$281M AUM0.00%$4,313170Q1 2026
MAI Capital Management$17.7B AUM0.00%$3,958156Q1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$3,958156Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,729147Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$3,577141Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,222127Q1 2026
Fortitude Family Office, LLC$448M AUM0.00%$3,070121Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$3,045120Q1 2026
T. Rowe Price Investment Management, Inc.$145.2B AUM0.00%$3,000101Q3 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$2,994118Q1 2026
BOKF, NA$6.5B AUM0.00%$2,943116Q1 2026
JPL Wealth Management, LLC$435M AUM0.00%$2,588102Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$2,537100Q1 2026
Capital A Wealth Management, LLC$9M AUM0.03%$2,35898Q3 2025OLDER
Activest Wealth Management$569M AUM0.00%$2,25889Q1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,15685Q1 2026
Raleigh Capital Management Inc.$290M AUM0.00%$1,993102Q2 2025OLDER
Sachetta, LLC$184M AUM0.00%$1,92976Q1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,92876Q1 2026
SIERRA OCEAN, LLC$122M AUM0.00%$1,77891Q2 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$1,73567Q1 2026
Retirement Wealth Solutions LLC$181M AUM0.00%$1,47258Q1 2026
WPG Advisers, LLC$136M AUM0.00%$1,09143Q1 2026
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$99039Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$98939Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$97750Q2 2025OLDER
Signature Equity Partners, LLC$186M AUM0.00%$91336Q1 2026
Elequin Capital, LP$1.2B AUM0.00%$91336Q1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$86334Q1 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$86334Q1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$81232Q1 2026
Cromwell Holdings LLC$223M AUM0.00%$73629Q1 2026
Bay Harbor Wealth Management, LLC$386M AUM0.00%$73529Q1 2026
Rialto Wealth Management, LLC$445M AUM0.00%$66026Q1 2026
Intentional Wealth Strategies, LLC$107M AUM0.00%$60924Q1 2026
Elyxium Wealth, LLC$312M AUM0.00%$58627Q4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$50820Q1 2026
Marquette Asset Management, LLC$779M AUM0.00%$50820Q1 2026
PROFFITT & GOODSON INC$649M AUM0.00%$40820Q3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$40516Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$30412Q1 2026
HFM Investment Advisors, LLC$260M AUM0.00%$30412Q1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$28911Q1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$25410Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$2038Q1 2026
Legacy Investment Solutions, LLC$192M AUM0.00%$19610Q2 2025OLDER
Parkworth Wealth Management, Inc.$139M AUM0.00%$1568Q2 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$1536Q1 2026
DV Trading LLC$4.2B AUM0.00%$874Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$833Q1 2026
WEBSTER BANK, N. A.$1.1B AUM0.00%$784Q2 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$251Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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