SEC 13F Intelligence

IOSPINNOSPEC INC

CUSIP 45768S105 · Yahoo Finance ↗ · Google Finance ↗

Innospec Inc (IOSP) has 264 institutional holders in Filings Flow’s 13F database, together reporting 24.94M shares worth $1.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Allspring Global Investments Holdings, LLC.

Institutional Holders
264
Q1 2026
Reported Value
$1.8B
Ticker
IOSP
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 151Q4 ’18Q1 ’19: 157Q2 ’19: 168Q2 ’19Q3 ’19: 178Q2 ’21: 160Q2 ’21Q4 ’21: 163Q4 ’22: 206Q4 ’22Q4 ’25: 256Q1 ’26: 264Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $1.9BQ4 ’18Q1 ’19: $3.0BQ2 ’19: $3.4BQ2 ’19Q3 ’19: $7.4BQ2 ’21: $4.9BQ2 ’21Q4 ’21: $5.7BQ4 ’22: $1.2BQ4 ’22Q4 ’25: $1.8BQ1 ’26: $1.8BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Western Standard LLC$190M AUM8.71%$17M226.8KQ1 2026
Medina Value Partners, LLC$477M AUM6.77%$29M378.8KQ4 2025OLDER
FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM2.44%$11M148.1KQ1 2026
CM Management, LLC$120M AUM1.47%$2M24.0KQ1 2026
KIRR MARBACH & CO LLC /IN/$549M AUM0.90%$5M54.3KQ2 2025OLDER
Round Hill Asset Management$153M AUM0.57%$874,34112.0KQ1 2026
Numerai GP LLC$997M AUM0.56%$6M76.6KQ1 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.31%$38M491.5KQ4 2025OLDER
GENDELL JEFFREY L$7.3B AUM0.29%$22M294.5KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.29%$170M2.32MQ1 2026
Huber Capital Management LLC$647M AUM0.28%$2M25.1KQ1 2026
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.27%$8M103.8KQ1 2026
Leeward Investments, LLC - MA$2.0B AUM0.25%$5M69.8KQ1 2026
CONNORS INVESTOR SERVICES INC$1.1B AUM0.22%$2M33.1KQ1 2026
EntryPoint Capital, LLC$341M AUM0.21%$729,68910.0KQ1 2026
Atom Investors LP$1.4B AUM0.21%$3M40.8KQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.19%$19M261.3KQ1 2026
Penn Capital Management Company, LLC$1.3B AUM0.19%$2M33.3KQ1 2026
INCEPTIONR LLC$415M AUM0.18%$656,8668.6KQ4 2025OLDER
MQS Management LLC$148M AUM0.18%$267,3993.7KQ1 2026
R Squared Ltd$182M AUM0.17%$318,5864.4KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.17%$2M25.6KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.15%$1M16.3KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.15%$3M34.6KQ1 2026
iSAM Funds (UK) Ltd$203M AUM0.14%$286,3843.9KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.14%$10M118.2KQ2 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.12%$481,1296.6KQ1 2026
Bell & Brown Wealth Advisors, LLC$311M AUM0.12%$380,0985.0KQ1 2026
OXFORD ASSET MANAGEMENT LLP$268M AUM0.11%$277,9933.6KQ4 2025OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.09%$5M68.0KQ1 2026
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.09%$611,3968.4KQ1 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.08%$862,36611.8KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.08%$2M34.2KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$1M18.8KQ1 2026
Legacy Wealth Asset Management, LLC$456M AUM0.08%$313,5014.1KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.07%$6M87.5KQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$756,41410.4KQ1 2026
Entropy Technologies, LP$2.2B AUM0.07%$1M20.0KQ1 2026
AXQ CAPITAL, LP$777M AUM0.06%$495,3686.8KQ1 2026
Moran Wealth Management, LLC$3.3B AUM0.06%$2M27.0KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.06%$5M64.7KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.06%$12M154.2KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.05%$36M490.9KQ1 2026
Farringdon Capital, Ltd.$457M AUM0.05%$211,8812.7KQ3 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.05%$70,245962Q1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.05%$154,4431.6KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.05%$2M33.3KQ1 2026
XTX Topco Ltd$5.8B AUM0.05%$3M36.3KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.04%$2M21.9KQ2 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$6M78.4KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$63M865.0KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.04%$1M18.2KQ1 2026
Richard Bernstein Advisors LLC$3.4B AUM0.04%$1M17.3KQ1 2026
BROWN ADVISORY INC$60.9B AUM0.04%$22M296.5KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$43M593.0KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.03%$204,0002.6KQ3 2025OLDER
State of Wyoming$844M AUM0.03%$286,0923.9KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.03%$30M406.6KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.03%$9M119.7KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M45.0KQ1 2026
Petrus Trust Company, LTA$915M AUM0.03%$288,4243.7KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$8M108.0KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.03%$311,7224.3KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$8M103.1KQ1 2026
Inspire Investing, LLC$1.7B AUM0.03%$513,5507.0KQ1 2026
Headlands Technologies LLC$878M AUM0.03%$256,9573.5KQ1 2026
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.03%$2M21.5KQ1 2026
Brooklyn Investment Group$3.2B AUM0.03%$616,4617.8KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$9M120.8KQ1 2026
Quantbot Technologies LP$2.4B AUM0.03%$641,1168.8KQ1 2026
CDKV HOLDINGS LLC$114M AUM0.03%$29,208400Q1 2026
Jump Financial, LLC$7.5B AUM0.03%$2M26.2KQ1 2026
Indivisible Partners$1.1B AUM0.02%$282,4533.9KQ1 2026
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.02%$220,1553.0KQ1 2026
FORA Capital, LLC$1.4B AUM0.02%$220,2322.6KQ2 2025OLDER
Walleye Capital LLC$24.0B AUM0.02%$8M103.9KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$6M88.7KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$91M1.24MQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M24.4KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.02%$12M166.8KQ1 2026
BURNEY CO/$3.2B AUM0.02%$444,9205.3KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$803,22011.0KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M118.9KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M40.0KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M26.3KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M13.9KQ1 2026
Nuveen, LLC$369.3B AUM0.01%$47M643.2KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$21M286.8KQ1 2026
GRANDFIELD & DODD, LLC$1.8B AUM0.01%$201,8162.4KQ2 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$13M174.1KQ1 2026
Centiva Capital, LP$13.6B AUM0.01%$2M21.6KQ1 2026
Vest Financial, LLC$8.3B AUM0.01%$864,96411.2KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.01%$282,0973.7KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$912,75012.5KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M17.6KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$23M312.1KQ1 2026
ProShare Advisors LLC$67.5B AUM0.01%$7M89.8KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.01%$12,268159Q3 2025OLDER
Jain Global LLC$24.2B AUM0.01%$2M22.2KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.01%$726,98710.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.01%$2M26.7KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M28.2KQ1 2026
BAILARD, INC.$4.4B AUM0.01%$343,1944.7KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$345,0934.7KQ1 2026
Diversified Trust Co$5.4B AUM0.01%$392,7015.4KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M61.7KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$136M1.86MQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.01%$232,8353.0KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.01%$444,7656.1KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M20.8KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M23.3KQ1 2026
UBS Group AG$666.3B AUM0.01%$41M565.9KQ1 2026
Vident Advisory, LLC$11.7B AUM0.01%$650,8208.5KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$483,3196.6KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M71.6KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$411,1765.6KQ1 2026
Freestone Grove Partners LP$14.2B AUM0.01%$767,51310.5KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$263,7483.6KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$51,625707Q1 2026
MetLife Investment Management, LLC$19.6B AUM0.01%$1M14.1KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$283M3.88MQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$153,2692.1KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$9M120.5KQ1 2026
Holocene Advisors, LP$41.5B AUM0.00%$2M26.5KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$10M133.3KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M71.2KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$507,5627.0KQ1 2026
Quarry LP$558M AUM0.00%$23,585323Q1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$36M492.0KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$27M365.9KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.00%$58,995765Q3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$621,1737.4KQ2 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$484,9266.6KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$138,8841.9KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$848,63811.6KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$883,67110.5KQ2 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$239M3.12MQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$859,97611.2KQ4 2025OLDER
Essential Partners LLC$250M AUM0.00%$8,577102Q1 2026
Tredje AP-fonden$18.3B AUM0.00%$422,6825.5KQ3 2025OLDER
Kilter Group LLC$232M AUM0.00%$7,741106Q1 2026
DRW Securities, LLC$7.2B AUM0.00%$235,7813.2KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$89,9511.2KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$939,54912.9KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$12M160.8KQ1 2026
Arizona State Retirement System$17.1B AUM0.00%$496,9016.8KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$46M630.6KQ1 2026
Rise Advisors, LLC$284M AUM0.00%$7,947103Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$1M14.3KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$21M284.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$16M220.9KQ1 2026
Westside Investment Management, Inc.$653M AUM0.00%$15,355199Q3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M33.5KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$70M964.3KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$24,243332Q1 2026
Cerity Partners LLC$70.8B AUM0.00%$2M22.5KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$447,3946.1KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M25.3KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M27.5KQ1 2026
Crews Bank & Trust$766M AUM0.00%$14,604200Q1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M55.2KQ1 2026
Swiss National Bank$173.8B AUM0.00%$4M49.0KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$81M1.11MQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M15.8KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$31M426.1KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.00%$434,4696.0KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M25.1KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M61.4KQ1 2026
Creative Planning$147.4B AUM0.00%$3M37.6KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$31,983438Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$498,3586.5KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$37,751517Q1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$10M131.3KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$560,3557.7KQ1 2026
Mariner, LLC$85.7B AUM0.00%$1M19.7KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$579,4147.9KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$911,46712.5KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$260,3433.1KQ2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$52,428718Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$21M290.8KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$490,6606.4KQ3 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$407,6705.6KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M16.5KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M38.0KQ1 2026
Vanguard National Trust Co$1.6B AUM0.00%$21,176290Q1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$2M26.0KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$9M118.1KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$582,7417.9KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$850,09911.6KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$4,09056Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M74.4KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$206,7122.7KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$19M243.5KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$57,613789Q1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M17.3KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$848,76011.0KQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$590,8788.1KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$468,7156.4KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$4M59.1KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M25.4KQ1 2026
HM PAYSON & CO$6.9B AUM0.00%$66,376909Q1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M56.5KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$491,2066.7KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$650,6818.9KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$613,6608.4KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$59,000808Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M94.5KQ1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$12,925177Q1 2026
CITIGROUP INC$234.5B AUM0.00%$2M23.8KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M18.5KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$818,04311.2KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13,290182Q1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$409,4065.6KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$928,52212.7KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M26.5KQ1 2026
MAI Capital Management$17.7B AUM0.00%$115,0801.6KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$22,445303Q1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$7,04190Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M33.5KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$281,3463.9KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$330,5624.5KQ1 2026
Cedar Mountain Advisors, LLC$581M AUM0.00%$2,84839Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$11,975164Q1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M22.8KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$225,3072.9KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$138,7381.9KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$276,3083.8KQ1 2026
Private Wealth Asset Management, LLC$935M AUM0.00%$4,60063Q1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$3,00839Q3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$262,8853.6KQ1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$1,54420Q3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$388,1085.3KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$3,28645Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M17.5KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$715,0859.8KQ1 2026
High Note Wealth, LLC$509M AUM0.00%$1,89926Q1 2026
BARCLAYS PLC$416.3B AUM0.00%$2M21.2KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$343,7784.7KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$1,24117Q1 2026
Fortitude Family Office, LLC$448M AUM0.00%$1,46020Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$17,834233Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$243,4452.9KQ2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$67,909930Q1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$230,8393.0KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$3655Q1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,32431.8KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M17.6KQ1 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$2934Q1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$1,45519Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,98639Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$12,267168Q1 2026
CVA Family Office, LLC$950M AUM0.00%$2,04528Q1 2026
FMR LLC$1.90T AUM0.00%$4M51.8KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$59,135804Q1 2026
Amundi$367.1B AUM0.00%$648,0538.9KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$354,6084.2KQ2 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$88,2811.2KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$50,165687Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$7,740106Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$13,174179Q1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$73010Q1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$3,87153Q1 2026
DANSKE BANK A/S$41.5B AUM0.00%$45,924600Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$3,06240Q4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$6348Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$358,4934.9KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$766,12610.5KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$6,42688Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$286,8473.9KQ1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,31518Q1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$27,017370Q1 2026
NewSquare Capital LLC$1.2B AUM0.00%$84110Q2 2025OLDER
Parkworth Wealth Management, Inc.$139M AUM0.00%$841Q2 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$84911Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$4,16257Q1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,11829Q1 2026
HFM Investment Advisors, LLC$260M AUM0.00%$1462Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$1,75224Q1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$44,980616Q1 2026
Rialto Wealth Management, LLC$445M AUM0.00%$2203Q1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$7,646100Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$78,7891.1KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,76621Q2 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$3665Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$80,5281.1KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$21,702297Q1 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$11,464157Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,31418Q1 2026
Kestra Investment Management, LLC$5.8B AUM0.00%$2,30625Q2 2025OLDER
Abound Wealth Management$504M AUM0.00%$1472Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$9,430129Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$21,684297Q1 2026
STRS OHIO$25.2B AUM0.00%$7,302100Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$731Q1 2026
FIRST HORIZON CORP$2.4B AUM0.00%$6579Q1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$7579Q2 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$731Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$9,858135Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$401Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$55,000745Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$5848Q1 2026
Torren Management, LLC$201M AUM0.00%$170Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$6138Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$6178Q3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$3,06742Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$731Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$1542Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2523Q2 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$4596Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,19130Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$2523Q2 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM$04Q3 2025OLDER

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