SEC 13F Intelligence

FIRST INDL RLTY TR INC

CUSIP 32054K103

First Indl Rlty Tr Inc has 457 institutional holders in Filings Flow’s 13F database, together reporting 129.16M shares worth $7.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
457
Q1 2026
Reported Value
$7.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 238Q4 ’18Q1 ’19: 231Q2 ’19: 230Q2 ’19Q3 ’19: 243Q2 ’21: 283Q2 ’21Q4 ’21: 333Q4 ’22: 323Q4 ’22Q4 ’25: 445Q1 ’26: 457Q1 ’26Q2 ’26: 22filingsflow.com
Total reported value
Q4 ’18: $19.7BQ4 ’18Q1 ’19: $21.9BQ2 ’19: $22.2BQ2 ’19Q3 ’19: $33.0BQ2 ’21: $66.8BQ2 ’21Q4 ’21: $85.7BQ4 ’22: $2.9BQ4 ’22Q4 ’25: $7.1BQ1 ’26: $7.0BQ1 ’26Q2 ’26: $35Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Starwood Capital Group Management, L.L.C.$188M AUM17.89%$34M581.0KQ1 2026OLDER
Argosy-Lionbridge Management, LLC$143M AUM12.88%$18M317.5KQ1 2026OLDER
Land & Buildings Investment Management, LLC$591M AUM8.45%$50M863.9KQ1 2026OLDER
Vision Capital Corp$397M AUM7.04%$28M483.8KQ1 2026OLDER
RUSH ISLAND MANAGEMENT, LP$1.5B AUM6.81%$101M1.75MQ1 2026OLDER
Presima Securities ULC$178M AUM5.91%$11M182.0KQ1 2026OLDER
Concorde Financial Corp$127M AUM3.20%$4M69.9KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM2.58%$249M4.31MQ1 2026OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM2.47%$34M593.3KQ1 2026OLDER
Adelante Capital Management LLC$1.5B AUM2.15%$32M544.6KQ1 2026OLDER
GSI Capital Advisors LLC$184M AUM2.08%$4M64.8KQ4 2025OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM1.91%$129M2.23MQ1 2026OLDER
VARCOV Co.$268M AUM1.78%$5M79.0KQ4 2025OLDER
Cander Asset Management LP$557M AUM1.54%$9M147.9KQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM1.32%$127M2.20MQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.95%$12M216.9KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.80%$23M397.8KQ1 2026OLDER
THIRD AVENUE MANAGEMENT LLC$616M AUM0.76%$5M81.0KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.73%$69M1.19MQ1 2026OLDER
Kennondale Capital Management LLC$139M AUM0.71%$987,88817.1KQ1 2026OLDER
Dockside LLC$397M AUM0.70%$3M47.8KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.66%$53M918.3KQ1 2026OLDER
Castellan Group$726M AUM0.63%$5M79.2KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.61%$6M102.1KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.59%$6M98.1KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.58%$27M471.9KQ1 2026OLDER
TOMS Capital Investment Management LP$3.8B AUM0.58%$22M381.0KQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM0.57%$2M31.0KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.56%$55M946.4KQ1 2026OLDER
Friedenthal Financial$217M AUM0.49%$979,92216.9KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.48%$22M360.0KQ2 2026
BANK OF STOCKTON$323M AUM0.47%$2M26.2KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.40%$11M182.1KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.39%$786,71813.7KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.33%$117M2.02MQ1 2026OLDER
First National Advisers, LLC$683M AUM0.30%$2M35.6KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.30%$49M839.6KQ1 2026OLDER
Capital Square, LLC$217M AUM0.29%$618,68810.1KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.28%$2M42.5KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.27%$19M323.0KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.22%$1M23.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.22%$675,52512.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.21%$772,57213.5KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.20%$161M2.79MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.19%$13M216.4KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.18%$3M52.8KQ1 2026OLDER
Clear Point Advisors Inc.$129M AUM0.16%$212,3153.4KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.16%$42M727.5KQ1 2026OLDER
Apollo Management Holdings, L.P.$7.6B AUM0.16%$12M208.9KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.15%$267,2674.6KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.15%$396,2736.8KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.15%$307,0105.3KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.14%$5M91.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.14%$8M130.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.14%$1M25.0KQ1 2026OLDER
APG Asset Management US Inc.$13.0B AUM0.14%$18M309.9KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.14%$23M393.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.14%$3M50.8KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.13%$1M21.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.13%$31M537.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.13%$3M54.1KQ1 2026OLDER
Bernard Wealth Management Corp.$234M AUM0.13%$294,0835.1KQ1 2026OLDER
Vanderbilt University$526M AUM0.13%$755,21914.7KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.12%$4M65.6KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.12%$37M652.7KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.12%$696,91112.2KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.12%$474,6598.2KQ1 2026OLDER
111 Capital$406M AUM0.12%$483,3378.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.12%$70M1.22MQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.11%$63M1.10MQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.11%$267,7374.7KQ4 2025OLDER
STRS OHIO$25.2B AUM0.11%$27M464.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.11%$26M454.8KQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.09%$1M26.6KQ3 2025OLDER
HANOVER ADVISORS INC$246M AUM0.09%$228,0453.9KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.09%$726,64112.6KQ1 2026OLDER
Paralel Advisors LLC$2.4B AUM0.09%$2M37.0KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.09%$15M261.1KQ4 2025OLDER
Cherokee Insurance Co$263M AUM0.09%$231,4004.0KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.09%$3M49.2KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.08%$6M107.8KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.08%$3M45.7KQ4 2025OLDER
Invst, LLC$886M AUM0.08%$714,15712.5KQ4 2025OLDER
Acorn Wealth Advisors, LLC$343M AUM0.08%$258,7634.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.07%$21M371.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.07%$864,27914.9KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.07%$1M22.4KQ2 2026
DigitalBridge Group, Inc.$1.6B AUM0.07%$1M18.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.07%$1M20.9KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$22M380.6KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.06%$1M20.1KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.06%$1M19.2KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.06%$1M21.2KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.06%$281,2094.9KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.06%$226,5983.9KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$353,4706.2KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$3M48.1KQ2 2026
L2 Asset Management, LLC$1.1B AUM0.06%$436,5367.6KQ4 2025OLDER
Csenge Advisory Group$2.2B AUM0.06%$1M22.0KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.06%$9M158.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.06%$852,29314.9KQ4 2025OLDER
Essential Partners LLC$250M AUM0.06%$142,2243.0KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.06%$13M231.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.06%$52M891.6KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.05%$17M290.7KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.05%$19M324.8KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.05%$2M31.3KQ1 2026OLDER
Optas, LLC$661M AUM0.05%$335,4755.8KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.05%$501,5058.7KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.05%$2M34.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.05%$8M131.2KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.05%$170,8803.3KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.05%$11M192.8KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.05%$107M1.86MQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.05%$257,4864.5KQ4 2025OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.05%$370,7616.4KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.05%$425,8347.4KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.05%$209,4353.4KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.05%$507,8318.3KQ2 2026
Sargent Investment Group, LLC$759M AUM0.04%$339,2325.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.04%$10M166.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.04%$2M31.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M24.4KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.04%$41M700.2KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.04%$4M65.4KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.04%$339,1175.9KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.04%$1M18.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.04%$47M817.0KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.04%$3M52.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M38.4KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M27.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.04%$730M12.62MQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.04%$806,31313.9KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.04%$13M220.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.04%$176,7353.1KQ2 2026
DEUTSCHE BANK AG\$302.7B AUM0.04%$108M1.87MQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.04%$365,6126.3KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.03%$1M19.7KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$230,4834.5KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$6M98.3KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M50.8KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.03%$4M69.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M38.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.03%$12M211.9KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$9M162.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.03%$199M3.44MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$47M820.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$73M1.25MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.03%$109M1.89MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M43.1KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.03%$444,9077.7KQ1 2026OLDER
Boston Partners$95.5B AUM0.03%$27M473.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M56.1KQ1 2026OLDER
WATERS PARKERSON & CO., LLC$1.9B AUM0.03%$538,9889.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.03%$99,0401.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.03%$5M91.4KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$501,1558.7KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.03%$301,7105.4KQ3 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.03%$5M93.2KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M29.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$284,9694.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$117M2.03MQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.02%$1M18.3KQ1 2026OLDER
BROOKFIELD Corp /ON/$74.2B AUM0.02%$18M308.7KQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$262,3204.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$26M440.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$29M494.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$148M2.56MQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$1M15.9KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$565,0799.8KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.02%$108,3531.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$91M1.58MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$9M156.9KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M27.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M68.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$24M409.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.02%$7M118.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$665,91211.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$3M44.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$15M252.9KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$229,7804.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$11M184.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M20.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$578,21110.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$16M278.8KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M95.0KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.02%$967M16.71MQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$3M59.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.1B19.41MQ4 2025OLDER
NATIXIS$28.0B AUM0.01%$4M72.9KQ4 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$2M31.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$7M114.9KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$2M27.1KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$598,13911.6KQ3 2025OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$87,6651.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$467,8168.1KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$550,9639.5KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$395,5477.7KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$371M6.36MQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$9M151.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M36.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$473,3878.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$48M822.4KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$374,8996.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$12M199.0KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$529,9649.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$846,86614.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M18.7KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$479,0568.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$62M1.07MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$6M104.1KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$321,6865.6KQ4 2025OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$447,5087.8KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$894,29117.4KQ3 2025OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.01%$204,8983.3KQ2 2026
IFM Investors Pty Ltd$12.0B AUM0.01%$1M21.0KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M26.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$44M755.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$161M2.79MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$76M1.31MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$449,9387.7KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M31.9KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.01%$232,5574.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M154.9KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$216,4173.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M70.1KQ1 2026OLDER
Quarry LP$558M AUM0.01%$51,544891Q1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M33.3KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$17M295.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$925,31116.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$508,3288.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$288,7895.0KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$1M19.8KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$507,6928.8KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$258,1854.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$15M262.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$14M244.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$8M133.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M38.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$343M5.93MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M17.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$16M279.4KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$860,77514.9KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$556,9799.6KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$29,446509Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M69.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.01%$12M207.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$3M50.1KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M26.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$125M2.18MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$418,8737.3KQ4 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$1M25.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$357,0506.2KQ1 2026OLDER
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM0.01%$182,7483.2KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$23,727387Q2 2026
Cerity Partners LLC$70.8B AUM0.01%$5M86.7KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.01%$49,785861Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$191,2683.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$220,5413.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$183,8693.0KQ2 2026
CHOREO, LLC$8.1B AUM0.01%$557,2359.6KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$253,9324.1KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$55,132953Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M29.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M40.1KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$1M21.0KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$905,17915.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$40M685.1KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$599,26810.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$817,19914.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M117.5KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$780,97513.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$90M1.57MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$13M233.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$73,6441.3KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$255,5234.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$8M134.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$45M784.2KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$1M23.2KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M63.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$16M274.5KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$3M56.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M21.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M23.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$270,6014.7KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$447,4127.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M18.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M289.1KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.00%$527,9979.1KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$2M31.0KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$66,7131.2KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$3M45.1KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$6M108.1KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$10,607173Q2 2026
Red Tortoise LLC$240M AUM0.00%$9,950172Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$78,9651.4KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$833,45714.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$27M471.5KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.00%$544,55310.6KQ3 2025OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$238,6894.1KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$3M45.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$391,3556.8KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$339,4065.9KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M19.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M45.1KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$10,545205Q3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$694,28912.0KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$157,2942.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M53.9KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M34.2KQ4 2025OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$23,677386Q2 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$276,0604.8KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$6,422111Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$217,4583.8KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$675,11011.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$387,9446.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$45M778.1KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M35.6KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$287,6245.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$17M285.7KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$7,520130Q1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$243,6844.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$200,9133.5KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$150,4102.6KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$2M30.1KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$569,6499.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$11M197.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M26.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$473,4278.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$216,1744.2KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M36.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M26.0KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M31.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$1M24.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M60.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M83.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$328,8775.7KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$7M118.6KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$202,5073.5KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$9M160.8KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$43,040744Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$449,2697.8KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$270,3914.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$212,8893.7KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$115,8742.0KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$357,1966.2KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$493,3458.5KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$21,673371Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$590,90210.3KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$25,713444Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$296,2545.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M61.1KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$7,810135Q1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$16,198280Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$6,357111Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$11M195.5KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M53.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M60.6KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$249,4534.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$431,5947.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,11236.5KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$36,882644Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$74,1061.3KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$430,2887.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$29M498.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$46,916811Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M24.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$79,9541.4KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M79.6KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$101,0641.7KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$10,560172Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$15,388266Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M25.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$649,30811.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M21.6KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,97586Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1M18.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M119.9KQ2 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$6,315103Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$836,35414.5KQ1 2026OLDER
Amundi$367.1B AUM0.00%$4M76.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$733,94312.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$7M116.9KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$17,066298Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$268,2664.6KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$3,95269Q4 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,18255Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,28174Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$294,7015.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$212,8903.7KQ4 2025OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$11,163193Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$1,80931Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$6,538113Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$283,3154.9KQ4 2025OLDER
Ninety One UK Ltd$44.7B AUM0.00%$438,6127.2KQ2 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$502,5438.7KQ1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$1,28821Q2 2026
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,27322Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$4,63881Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$7,059122.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M37.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$144,3362.5KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$3,99269Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$700,84212.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$963,31816.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M111.1KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,33123Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$7,686131Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$14,463250Q1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$1,48324Q2 2026
LPL Financial LLC$376.6B AUM0.00%$2M42.9KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M31.0KQ4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$69412Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$64,8151.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,37241Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$241,2354.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M18.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$109,7991.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$400,1536.9KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,69846Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$98317Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$846,57714.6KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,58762Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$270,9844.7KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$74513Q4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$307,4735.3KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$17,473285Q2 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$713,98512.3KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$42,404733Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$260,3254.5KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,37241Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$749,96813.1KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,56227Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$9,736170Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$79,5461.4KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$232,2104.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.00%$6,846133Q3 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,73630Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$152,7242.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$75,2051.3KQ2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$404,9507.0KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$11,570200Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$194,4923.4KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,50526Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$2,71847Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$81014Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$9,719168Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$4638Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$6,653115Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$98317Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$57910Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$32,282558Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,67829Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$37,313645Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$3,55961Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$24,345473Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$75213Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$67,6931.2KQ4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$2,95051Q1 2026OLDER
3 FACTOR INDEXING, LLC$118M AUM0.00%$1232Q2 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$183,8933.2KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$165,1312.9KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1883Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,44625Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$3906Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$9,835170Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$1,56927Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$61812Q3 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$5219Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$157,6992.7KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$86815Q1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.00%$32,743566Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1993Q2 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$165,9142.9KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$5159Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$5,67099Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$11,570200Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$11,975207Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$2895Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$5219Q1 2026OLDER
FIL Ltd$128.7B AUM0.00%$26,553459Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$2,77954Q3 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$1743Q1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$411Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$86815Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1032Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$57910Q1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$1032Q3 2025OLDER

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