SEC 13F Intelligence

INNOVATIVE INDL PPTYS INC

CUSIP 45781V101

Innovative Indl Pptys Inc has 300 institutional holders in Filings Flow’s 13F database, together reporting 19.94M shares worth $968M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
300
Q1 2026
Reported Value
$968M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 104Q4 ’18Q1 ’19: 175Q2 ’19: 192Q2 ’19Q3 ’19: 196Q2 ’21: 376Q2 ’21Q4 ’21: 419Q4 ’22: 337Q4 ’22Q4 ’25: 290Q1 ’26: 300Q1 ’26Q2 ’26: 20filingsflow.com
Total reported value
Q4 ’18: $177MQ4 ’18Q1 ’19: $335MQ2 ’19: $1.3BQ2 ’19Q3 ’19: $3.6BQ2 ’21: $25.9BQ2 ’21Q4 ’21: $20.2BQ4 ’22: $757MQ4 ’22Q4 ’25: $888MQ1 ’26: $968MQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
TrueWealth Advisors, LLC$444M AUM1.02%$5M72.9KQ2 2026
CDC Financial, Inc.$157M AUM0.64%$1M20.0KQ1 2026OLDER
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM0.49%$791,44114.8KQ3 2025OLDER
Eschler Asset Management LLP$100M AUM0.40%$544,64110.2KQ3 2025OLDER
RD Lewis Holdings, Inc.$115M AUM0.39%$447,2258.9KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.26%$11M214.5KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM0.19%$982,38820.7KQ4 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.17%$3M66.5KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.15%$217,5344.3KQ1 2026OLDER
Black Swift Group, LLC$571M AUM0.13%$763,68615.2KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.12%$364,7296.7KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.11%$541,15810.1KQ3 2025OLDER
FCG Investment Co$228M AUM0.10%$237,7584.7KQ1 2026OLDER
COOPER/HAIMS ADVISORS, LLC$212M AUM0.10%$211,8084.2KQ1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.09%$333,5646.7KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.09%$1M27.1KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.07%$296,8975.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.07%$25M500.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.06%$1M28.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$1M26.7KQ4 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.05%$115,3682.3KQ1 2026OLDER
Prism Advisors, Inc.$375M AUM0.05%$200,5904.0KQ1 2026OLDER
Detalus Advisors, LLC$438M AUM0.05%$224,9654.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.05%$2M30.6KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.05%$754,65715.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.04%$2M41.9KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M33.4KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.04%$300,9606.0KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.04%$2M43.0KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.04%$26M516.1KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.03%$609,29412.1KQ1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.03%$462,0449.8KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.03%$2M45.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M39.3KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.03%$203,5484.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M48.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$23M464.9KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$309,9075.8KQ3 2025OLDER
Investors Research Corp$523M AUM0.03%$135,4322.7KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.03%$237,5105.0KQ4 2025OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$52,508980Q3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$388,4397.7KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$275,8805.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M72.5KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.02%$267,6325.0KQ3 2025OLDER
Anfield Capital Management, LLC$363M AUM0.02%$71,2271.4KQ1 2026OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.02%$331,2326.2KQ3 2025OLDER
Caitlin John, LLC$167M AUM0.02%$28,796574Q1 2026OLDER
LMR Partners LLP$45.4B AUM0.02%$4M72.8KQ3 2025OLDER
Summit Financial, LLC$7.8B AUM0.02%$1M25.8KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$366,1677.3KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M100.2KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.01%$15,048300Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$27M539.6KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$496,2739.9KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M36.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M34.9KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M37.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$18M362.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$621,98412.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.01%$257,6134.8KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$219,7014.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$710,91814.2KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$368,3257.3KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$272,6124.4KQ2 2026
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$396,5647.9KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$159,4373.4KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$3M55.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$137M2.73MQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M31.8KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$42,486847Q1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$111,4462.1KQ3 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$932,97618.6KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$2M39.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$2M45.0KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M29.7KQ1 2026OLDER
Horrell Capital Management, Inc.$219M AUM0.01%$12,540250Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$301,0606.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$1M25.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$149,2003.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M38.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M32.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$2M48.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$974,65919.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$9M183.8KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$10,610191Q3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$592,59111.8KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.00%$245,2824.9KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$22,126425Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$498,1399.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$29M573.6KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$294,6905.5KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$321,6266.4KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$240M4.78MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$819,16316.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$204,7034.1KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$10,032200Q1 2026OLDER
Compass Financial Services Inc$231M AUM0.00%$9,090192Q4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M26.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$9,431188Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M59.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M89.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$18M366.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$25M496.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$319,4976.0KQ3 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$296,5965.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$3M59.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$5M100.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$116,4722.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$89,9331.5KQ2 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$388,6407.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$389,4197.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$335,3706.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M51.5KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$631,31712.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$27M541.9KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$377,9567.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$29,243583Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$202M4.27MQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$83M1.59MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$25M489.2KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M85.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$652,38113.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$99,4172.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$19M380.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$252,0545.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M62.3KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$915,46817.1KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$210,0204.2KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.00%$331,0176.2KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M28.4KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$595,41311.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$9M181.1KQ1 2026OLDER
Hilltop National Bank$468M AUM0.00%$9,472200Q4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$385,9317.7KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.00%$267,4035.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M24.7KQ4 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$209,4884.2KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$380,2137.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$962,82119.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$9M178.5KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$7,022140Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M27.4KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$224,7174.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$474,83110.0KQ4 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$280,8965.6KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$25,945525Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$10M191.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$1M20.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$655,94213.1KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$556,72611.1KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$30,833615Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M55.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$62M1.24MQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$4,66593Q1 2026OLDER
Painted Porch Advisors LLC$210M AUM0.00%$3,99775Q4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$1M24.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$299,2396.0KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$1M26.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M25.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M51.9KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,45529Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$334,8686.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M56.6KQ1 2026OLDER
North Capital, Inc.$118M AUM0.00%$1,66431Q3 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$235,1004.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$10,032200Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$717,49114.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M27.0KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$219,9664.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$319,4886.4KQ2 2026
Clark Wealth Partners$149M AUM0.00%$1,68432Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$12,553250Q1 2026OLDER
Clean Yield Group$355M AUM0.00%$3,95179Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M25.4KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M20.3KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$33,841546Q2 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M123.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$210,7224.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$2M30.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$240,7684.8KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$818,71116.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M22.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$308,4575.8KQ3 2025OLDER
Essential Partners LLC$250M AUM0.00%$2,26441Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M65.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$584,02210.9KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$2M39.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M40.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$802,25315.0KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$446,4248.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$208,3193.9KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$8,863143Q2 2026
Aberdeen Group plc$61.9B AUM0.00%$483,3429.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$47,043878Q3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$20,064400Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$190,3443.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M66.0KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M22.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$12M259.5KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,30221Q2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$488,3589.7KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$14,126286Q1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$279,3915.6KQ1 2026OLDER
Morton Brown Family Wealth, LLC$378M AUM0.00%$2,45849Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$18,898399Q4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$2,50850Q1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$6,198100Q2 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$40,605810Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$170,8953.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$147,6943.1KQ4 2025OLDER
MRP Capital Investments, LLC$115M AUM0.00%$71115Q4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$537,99810.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M22.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$215,2544.3KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$28,441567Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M53.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M36.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M33.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$379,6827.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$647,06412.9KQ1 2026OLDER
IFS Advisors, LLC$194M AUM0.00%$1,00320Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$340,9026.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$335,0796.6KQ1 2026OLDER
Navalign, LLC$396M AUM0.00%$1,93641Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$14,802295Q1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.00%$1,60730Q3 2025OLDER
Quarry LP$558M AUM0.00%$2,55851Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$6,664100Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M36.4KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,90738Q1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$1,60532Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M132.5KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.00%$55211Q1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$7,875157Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$26,334525Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$392,2597.3KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$40,887828Q1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$55211Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$2,50850Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$8,226164Q1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$1,10422Q1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$21,268424Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,32728Q4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$238,3144.8KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$1,60730Q3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$260,3095.4KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$1M25.6KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$216,9924.3KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$42,864800Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$641,84712.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$8,578169Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$648,70612.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$5M98.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$563,19611.2KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$3937.8KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,75435Q3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$294,5355.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$207,7653.9KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$16,919337Q1 2026OLDER
Amundi$367.1B AUM0.00%$933,77918.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$244,3294.9KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$10,784215Q1 2026OLDER
Tidemark, LLC$393M AUM0.00%$95319Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$32,504648Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$205,9144.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,69633.8KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$2,51850Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$248,8435.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$33,457667Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$6,371127Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,10422Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$2014Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$2014Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$214,9964.3KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$376,6017.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$890,74117.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$72,6371.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$50210Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$948,02418.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$248,7804.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$8,826176Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,19723Q1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$1,05321Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,71174Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M29.4KQ1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$2004Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$7,374147Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$526,83010.5KQ2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$159,1573.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,65533Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$276,4825.5KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$2,09642Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$324,9376.5KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$1,55829Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$112,8392.1KQ3 2025OLDER
Davis Capital Management$169M AUM0.00%$1242Q2 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$4839Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$4279Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$5,071107Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,51170Q2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$80316Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$340,0006.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,95739Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$11,197223Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$75,7761.6KQ4 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2515Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$65213Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$4448Q3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1513Q1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$511Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$21,486401Q3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$3,41072Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,24020Q2 2026
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$1,04821Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$3016Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1242Q2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$12,640252Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$80316Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2605Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$761Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$5,528112Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$62010Q2 2026
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$651Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$83118Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$65213Q1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$621Q2 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$28,942577Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$80316Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$4,59497Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$1,31226Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,11062Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$14,898297Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$5,720114Q1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$751Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$55211Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2144Q3 2025OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM$00Q1 2026OLDER

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