SEC 13F Intelligence

ICUIICU MED INC

CUSIP 44930G107 · Yahoo Finance ↗ · Google Finance ↗

Icu Med Inc (ICUI) has 273 institutional holders in Filings Flow’s 13F database, together reporting 25.00M shares worth $3.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Janus Henderson Group Ltd..

Institutional Holders
273
Q1 2026
Reported Value
$3.1B
Ticker
ICUI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 253Q4 ’18Q1 ’19: 254Q2 ’19: 230Q2 ’19Q3 ’19: 227Q2 ’21: 243Q2 ’21Q4 ’21: 264Q4 ’22: 224Q4 ’22Q4 ’25: 291Q1 ’26: 273Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $11.8BQ4 ’18Q1 ’19: $13.6BQ2 ’19: $15.1BQ2 ’19Q3 ’19: $6.9BQ2 ’21: $10.9BQ2 ’21Q4 ’21: $21.7BQ4 ’22: $1.4BQ4 ’22Q4 ’25: $3.8BQ1 ’26: $3.1BQ1 ’26Q2 ’26: $82Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Nitorum Capital, L.P.$114M AUM5.15%$6M45.5KQ1 2026OLDER
Defilade Capital Management, L.P.$712M AUM4.61%$33M254.3KQ2 2026
Pacific Capital Partners Ltd$101M AUM2.69%$3M17.8KQ4 2025OLDER
REINHART PARTNERS, LLC.$4.4B AUM1.05%$46M314.8KQ2 2026
KIRR MARBACH & CO LLC /IN/$549M AUM1.04%$6M44.2KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.95%$83M646.4KQ1 2026OLDER
GAGNON SECURITIES LLC$433M AUM0.89%$4M29.7KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.78%$26M203.7KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.61%$10M72.3KQ4 2025OLDER
Prosight Management, LP$610M AUM0.58%$4M27.4KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.53%$158M1.22MQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.41%$29M224.2KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.34%$16M126.0KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.30%$42M323.7KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.28%$3M23.9KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.24%$985,5447.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.20%$3M26.7KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.17%$3M20.3KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.17%$346M2.68MQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.16%$275,7352.1KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.12%$3M19.5KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.11%$1M9.3KQ2 2026
Farringdon Capital, Ltd.$457M AUM0.10%$400,4752.8KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.10%$546,9084.4KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.09%$28M217.9KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.08%$21M164.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.08%$10M70.0KQ4 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.07%$88M701.3KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.07%$476,9463.3KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.07%$38M294.3KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.06%$200,9331.7KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$685,9165.3KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.06%$8M63.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.05%$33M257.5KQ1 2026OLDER
Optas, LLC$661M AUM0.05%$334,4182.3KQ4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.05%$31M241.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.05%$10M78.4KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.05%$254,0941.8KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.05%$28M215.5KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.04%$952,7407.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.04%$58M446.4KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.04%$740,3155.2KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$518,1504.0KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.04%$2M17.3KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.04%$34M285.8KQ3 2025OLDER
Inscription Capital, LLC$951M AUM0.04%$385,6372.7KQ4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.04%$27M208.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.04%$208,3711.7KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$11M88.4KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$323,3922.5KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.03%$693,2495.8KQ3 2025OLDER
Allegheny Financial Group$742M AUM0.03%$214,0051.5KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.03%$965,2677.5KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.03%$575,9594.0KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.03%$3M23.9KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.03%$39,391305Q1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.03%$2M18.1KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.03%$217,0551.4KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$127M983.8KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.03%$12M92.0KQ1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.03%$242,9161.7KQ2 2026
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M10.9KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.02%$43,394336Q1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$256,1042.0KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M14.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$6M39.7KQ4 2025OLDER
CONNABLE OFFICE INC$1.0B AUM0.02%$225,1081.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$725,4365.6KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.02%$4M32.5KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$381,3572.7KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$22M170.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M9.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$78M605.7KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$613,3334.7KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$95,010792Q3 2025OLDER
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM0.01%$23,398164Q4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$23M174.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M11.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$11M83.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$733,8305.7KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$375,1153.1KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M8.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$4M29.8KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$920,3237.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$9M71.8KQ3 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$286,9442.4KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M43.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$864,2726.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$18M143.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$186M1.44MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M68.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$734,6055.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$362,5242.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$463,2613.6KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$298,3232.1KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M13.5KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.01%$192,8901.6KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$466M3.61MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$260,8832.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$25M192.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$9M68.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M25.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M15.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$859,7526.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$44M342.0KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M8.0KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$225,6261.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$42M322.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$290,9752.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M37.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$31M243.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M48.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$387M2.71MQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$22M168.3KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$225,1881.5KQ4 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$211,1521.5KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$4M25.0KQ4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$145,2941.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$38M293.7KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$1M8.5KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$79M611.2KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.00%$212,0081.5KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$831,9846.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$42M322.7KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.00%$5,81245Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$43,911340Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$74M518.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$125M968.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$113,908777Q2 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$23M175.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$364,8492.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$788,4616.1KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$24,022186Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$59M467.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M27.5KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M31.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$9M67.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$144M1.11MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M46.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M26.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$12,27095Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$996,6517.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$36,357248Q2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$43M331.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$11M88.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$666,5425.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$82,625659Q1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$396,8783.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$768,7016.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$845,4166.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$241,6401.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$671,5805.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$589,6034.9KQ3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$334,6282.6KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$7,07859Q3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$254,2962.0KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$27,380212Q1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$4M30.5KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$3,37223Q2 2026
Bare Financial Services, Inc$378M AUM0.00%$8,78368Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M20.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M11.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M34.1KQ1 2026OLDER
Clarity Asset Management, Inc.$198M AUM0.00%$4,39134Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$15M114.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$413,7433.4KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$306,8602.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$742,6135.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$10M79.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$40M312.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M29.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$16,790130Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M11.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$13M99.6KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$664,4775.1KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$5,16640Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$3,22925Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M57.5KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$5,84941Q4 2025OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$3,22925Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M9.3KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$309,2572.6KQ3 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$202,7341.4KQ4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$6,19948Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$1M11.6KQ3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$6,99149Q2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$367,3183.1KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$348,7052.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M8.0KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,67913Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M7.8KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$316,9342.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M29.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,03739Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$335,8882.8KQ3 2025OLDER
West Branch Capital LLC$373M AUM0.00%$4,99435Q4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$572,2644.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M74.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$672,6135.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$990,9687.7KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$375,8262.9KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$203,4471.4KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$96,863750Q1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$524,8833.7KQ4 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$228,2721.6KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M25.7KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$344,1202.4KQ4 2025OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$12,31484Q2 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$745,3085.2KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$485,2173.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M11.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M15.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$462,0993.6KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$223,6881.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$212,1511.5KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$550,1794.3KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$4,56432Q4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$228,8541.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$41,070318Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$505,4923.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$146,3271.1KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$2,16018Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$23,635183Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$1,93815Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M9.9KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$8,41859Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M17.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$542,9474.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$532,3564.1KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$225,2761.6KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$392,1792.6KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$942,3356.6KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M16.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$277,1562.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,97023Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$660,3435.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,58320Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$1,0308Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,65728.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$103,320800Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$236,2161.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$5,29641Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$298,6082.1KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$8,39565Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$200,1831.6KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$17,691124Q4 2025OLDER
Financial Perspectives, Inc$358M AUM0.00%$1,29210Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$19,631152Q2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$325,1062.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M24.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$700,3805.4KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$583,6294.5KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,62813Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$339,4182.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$726,4695.6KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$3883Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,55012Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$255,9752.0KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$218,8281.5KQ4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,55012Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$217,6181.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M9.6KQ2 2026
Fortitude Family Office, LLC$448M AUM0.00%$1,0338Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$86,918673Q1 2026OLDER
Amundi$367.1B AUM0.00%$836,2466.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$845,4166.5KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,55012Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2,06616Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$107,582833Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$7,03748Q2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$9,83782Q3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,10024Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$3883Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$8,56060Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$101,252784Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$26,605206Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$7,01057Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$598,7394.6KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$8407Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,0549Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,81576Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$357,3572.8KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$9608Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4,13332Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$2582Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,29210Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$10,59082Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$5174Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2582Q1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$2,00417Q3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$6,07047Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$22,257156Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,26674Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1201Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$5,81145Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$66,125512Q1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$1,1629Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$157,4731.3KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$36,549283Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$1421Q4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,29210Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$24,539190Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2592Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$12,915100Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$2582Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,29210Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1291Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$4804Q3 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$4934Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$3883Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$227,0001.8KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,42111Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$8,91269Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1291Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$14,267100Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$5174Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$6465Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$1301Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$7145Q4 2025OLDER
Spire Wealth Management$2.9B AUM0.00%$6465Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1291Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$5864Q2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$9957Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,1428Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1291Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1201Q3 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$2,87924Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2852Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,10786Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$634Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1,99714Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$5174Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$3,10024Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,11926Q3 2025OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$3873Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,54912Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM$00Q4 2025OLDER

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