SEC 13F Intelligence

IRON MTN INC DEL

CUSIP 46284V101

Iron Mtn Inc Del has 1,075 institutional holders in Filings Flow’s 13F database, together reporting 251.54M shares worth $23.3B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
1,075
Q1 2026
Reported Value
$23.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 413Q4 ’18Q1 ’19: 465Q2 ’19: 459Q2 ’19Q3 ’19: 454Q2 ’21: 626Q2 ’21Q4 ’21: 692Q4 ’22: 720Q4 ’22Q4 ’25: 983Q1 ’26: 1,075Q1 ’26Q2 ’26: 61filingsflow.com
Total reported value
Q4 ’18: $46.7BQ4 ’18Q1 ’19: $61.5BQ2 ’19: $48.3BQ2 ’19Q3 ’19: $57.0BQ2 ’21: $94.4BQ2 ’21Q4 ’21: $111.2BQ4 ’22: $5.7BQ4 ’22Q4 ’25: $18.8BQ1 ’26: $23.3BQ1 ’26Q2 ’26: $144Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Contour Asset Management LLC$3.1B AUM4.80%$148M1.44MQ1 2026OLDER
Vert Asset Management LLC$315M AUM4.75%$15M146.4KQ1 2026OLDER
B&I Capital AG$294M AUM4.05%$12M116.5KQ1 2026OLDER
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM3.66%$8M59.6KQ2 2026
Marble Harbor Investment Counsel, LLC$923M AUM3.33%$31M300.5KQ1 2026OLDER
DigitalBridge Group, Inc.$1.6B AUM3.25%$51M504.0KQ1 2026OLDER
Werlinich Asset Management, LLC$262M AUM2.51%$7M52.0KQ2 2026
Adelante Capital Management LLC$1.5B AUM2.49%$36M356.9KQ1 2026OLDER
Cander Asset Management LP$557M AUM2.44%$14M133.3KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM2.44%$236M2.31MQ1 2026OLDER
NIA IMPACT ADVISORS, LLC$225M AUM2.26%$5M49.9KQ1 2026OLDER
American Trust Investment Advisors, LLC$181M AUM2.10%$4M37.1KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM2.06%$12M121.7KQ1 2026OLDER
ADELL HARRIMAN & CARPENTER INC$1.6B AUM1.97%$32M315.8KQ1 2026OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM1.91%$27M259.6KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM1.87%$3M30.0KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM1.87%$126M1.24MQ1 2026OLDER
UNITED BANK$781M AUM1.85%$14M141.6KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM1.81%$14M134.6KQ1 2026OLDER
AEW CAPITAL MANAGEMENT L P$1.4B AUM1.79%$32M315.3KQ3 2025OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM1.67%$161M1.58MQ1 2026OLDER
HOURGLASS CAPITAL, LLC$480M AUM1.48%$7M69.7KQ1 2026OLDER
Ranch Capital Advisors Inc.$277M AUM1.46%$4M39.2KQ1 2026OLDER
Aurora Investment Counsel$180M AUM1.40%$3M26.2KQ3 2025OLDER
Sage Capital Management, LLC$213M AUM1.28%$3M26.7KQ1 2026OLDER
CORRADO ADVISORS, LLC$192M AUM1.25%$2M23.5KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM1.23%$2M22.6KQ2 2026
TCV Trust & Wealth Management, Inc.$1.2B AUM1.21%$14M141.5KQ1 2026OLDER
CASCADE INVESTMENT GROUP, INC.$152M AUM1.20%$2M17.8KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM1.11%$17M163.6KQ1 2026OLDER
Community Bank of Raymore$149M AUM1.09%$2M15.9KQ1 2026OLDER
WIREGRASS INVESTMENT MANAGEMENT LLC$121M AUM1.08%$1M12.7KQ1 2026OLDER
J.M. Arbour, LLC$104M AUM1.04%$1M10.6KQ1 2026OLDER
RB Capital Management, LLC$471M AUM1.03%$5M47.4KQ1 2026OLDER
Kentucky Trust Co$191M AUM1.01%$2M18.9KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.99%$4M39.4KQ1 2026OLDER
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM0.98%$2M17.5KQ1 2026OLDER
Trinity Legacy Partners, LLC$462M AUM0.96%$4M38.9KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.93%$182M1.78MQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.91%$317M3.11MQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.90%$17M165.8KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.86%$67M652.1KQ1 2026OLDER
Comprehensive Money Management Services LLC$152M AUM0.84%$1M12.5KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.84%$2M19.3KQ1 2026OLDER
Trust Investment Advisors$171M AUM0.83%$1M14.0KQ1 2026OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.83%$4M40.3KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.78%$4M38.5KQ1 2026OLDER
Nepsis Inc.$299M AUM0.77%$2M22.5KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.75%$9M84.4KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.74%$216M2.12MQ1 2026OLDER
Widmann Financial Services, Inc.$168M AUM0.74%$1M12.1KQ1 2026OLDER
Vectors Research Management, LLC$342M AUM0.73%$3M24.6KQ1 2026OLDER
Kessler Investment Group, LLC$211M AUM0.71%$1M14.7KQ1 2026OLDER
Guardian Asset Advisors, LLC$171M AUM0.65%$1M10.9KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.65%$25M244.2KQ1 2026OLDER
RIK SAYLOR FINANCIAL, INC.$132M AUM0.63%$835,5508.2KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.63%$9M87.3KQ3 2025OLDER
WOODSTOCK CORP$1.1B AUM0.60%$7M65.5KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.59%$2M15.3KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.56%$868,1687.6KQ1 2026OLDER
APG Asset Management US Inc.$13.0B AUM0.55%$71M703.9KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.54%$18M173.4KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.54%$2M23.5KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.53%$5M53.6KQ1 2026OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM0.52%$12M112.9KQ1 2026OLDER
Valued Retirements, Inc.$102M AUM0.52%$530,1075.2KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.51%$3M36.5KQ4 2025OLDER
Abbot Financial Management, Inc.$239M AUM0.51%$1M11.9KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.47%$6M62.0KQ1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.46%$1M11.0KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.43%$7M67.1KQ1 2026OLDER
Smith Asset Management Co., LLC$117M AUM0.42%$485,7784.8KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.40%$3M29.0KQ1 2026OLDER
Aspire Private Capital, LLC$443M AUM0.39%$2M17.2KQ3 2025OLDER
One Charles Private Wealth Services, LLC$400M AUM0.38%$2M15.0KQ1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.38%$63M616.5KQ1 2026OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.36%$1M12.3KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM0.36%$22M213.5KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.36%$958,8819.4KQ1 2026OLDER
Apollo Management Holdings, L.P.$7.6B AUM0.36%$27M265.5KQ1 2026OLDER
REIK & CO., LLC$363M AUM0.35%$1M12.5KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.35%$32M310.0KQ1 2026OLDER
MIROVA$2.5B AUM0.34%$8M83.0KQ1 2026OLDER
Meridian Wealth Advisors, LLC$756M AUM0.34%$3M25.4KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM0.34%$4M47.3KQ4 2025OLDER
CFO CAPITAL MANAGEMENT LLC$121M AUM0.33%$395,6903.9KQ1 2026OLDER
Strait & Sound Wealth Management LLC$269M AUM0.31%$830,9768.1KQ1 2026OLDER
Heritage Trust Co$997M AUM0.31%$3M29.8KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.31%$2M21.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.30%$247M2.42MQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.30%$48M468.4KQ1 2026OLDER
Colonial River Investments, LLC$279M AUM0.29%$815,7928.0KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.29%$8M80.8KQ1 2026OLDER
Naviter Wealth, LLC$801M AUM0.28%$2M22.0KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.28%$13M129.1KQ1 2026OLDER
Pinnacle Family Advisors, LLC$213M AUM0.28%$600,5945.9KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.28%$1M10.6KQ1 2026OLDER
INSPIRE TRUST CO, N.A.$648M AUM0.28%$2M17.6KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.27%$1M10.5KQ1 2026OLDER
BCO Wealth Management LLC$166M AUM0.26%$436,6494.3KQ1 2026OLDER
Ledgewood Wealth Advisors, LLC$188M AUM0.26%$480,7363.8KQ2 2026
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.25%$9M92.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.25%$1M14.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.25%$466M4.57MQ1 2026OLDER
Kapstone Financial Advisors LLC$204M AUM0.25%$505,7975.0KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.25%$280,1563.4KQ4 2025OLDER
NorthStar Asset Management LLC /NJ/$207M AUM0.25%$512,2325.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.25%$5M51.6KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.24%$1M10.6KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.24%$420,8174.1KQ1 2026OLDER
PLIMOTH TRUST CO LLC$447M AUM0.24%$1M10.3KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.23%$8M78.1KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.23%$798,6337.8KQ1 2026OLDER
Three Magnolias Financial Advisors, LLC$157M AUM0.23%$367,7043.6KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.23%$9M84.0KQ1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.23%$2M21.2KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.22%$19M188.9KQ1 2026OLDER
Axis Wealth Partners, LLC$188M AUM0.22%$413,3494.0KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.22%$8M80.0KQ1 2026OLDER
Asset Planning,Inc$141M AUM0.22%$306,4203.0KQ1 2026OLDER
Palacios Wealth Management, LLC$160M AUM0.22%$347,1022.8KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.22%$56M548.0KQ1 2026OLDER
Gaddis Premier Wealth Advisors LLC$136M AUM0.22%$284,1483.4KQ4 2025OLDER
Disciplined Equity Management, Inc.$199M AUM0.21%$417,2424.1KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.21%$7M71.6KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.21%$755,9387.4KQ1 2026OLDER
Claro Advisors Inc.$830M AUM0.21%$2M16.7KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.20%$7M56.3KQ2 2026
Paller Financial Services Inc$134M AUM0.20%$267,1462.1KQ2 2026
Truvestments Capital LLC$554M AUM0.20%$1M10.7KQ1 2026OLDER
Seelaus Asset Management LLC$139M AUM0.20%$270,6712.6KQ1 2026OLDER
Centerpoint Advisory Group$133M AUM0.19%$258,9252.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.19%$3M25.4KQ1 2026OLDER
GRS Advisors, LLC$1.0B AUM0.19%$2M19.2KQ1 2026OLDER
Somerset Trust Co$354M AUM0.19%$685,6115.4KQ2 2026
Accuvest Global Advisors$107M AUM0.19%$306,0003.0KQ3 2025OLDER
Herold Advisors, Inc.$455M AUM0.19%$868,1908.5KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.19%$335,5303.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.19%$14M141.4KQ1 2026OLDER
American Institute for Advanced Investment Management, LLP$154M AUM0.18%$284,9722.8KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.18%$2M17.4KQ1 2026OLDER
Warm Springs Advisors Inc.$118M AUM0.18%$216,2302.1KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.18%$3M31.6KQ1 2026OLDER
EWG Elevate Inc.$320M AUM0.18%$583,3015.7KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.18%$4M41.3KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.18%$3M30.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.18%$25M248.9KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.18%$2M15.1KQ1 2026OLDER
BURLING WEALTH PARTNERS, LLC$618M AUM0.18%$1M10.7KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.18%$5M50.6KQ1 2026OLDER
BDFS Capital LLC$208M AUM0.17%$340,3274.1KQ4 2025OLDER
Archer Investment Corp$469M AUM0.17%$796,6927.8KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.17%$642,6977.7KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.17%$40M394.7KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.17%$921,2299.0KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.17%$2M23.3KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.16%$56M547.5KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.16%$28M270.6KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.16%$638,8866.3KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.16%$2M16.1KQ1 2026OLDER
Capital Square, LLC$217M AUM0.16%$320,8203.9KQ4 2025OLDER
BAMCO INC /NY/$33.1B AUM0.16%$54M525.3KQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.16%$3M30.0KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.16%$6M57.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.16%$148M1.46MQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.15%$850,7248.3KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.15%$1M10.2KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.15%$2M15.6KQ1 2026OLDER
Walker Asset Management, LLC$185M AUM0.15%$274,9022.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.15%$58M563.3KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.15%$722,1167.1KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.14%$255,9632.5KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.14%$4M42.2KQ1 2026OLDER
Sculati Wealth Management, LLC$271M AUM0.14%$387,6213.8KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.14%$5M48.3KQ1 2026OLDER
Mechanics Bank Trust Department$808M AUM0.14%$1M9.0KQ2 2026
Long Road Investment Counsel, LLC$255M AUM0.14%$357,4903.5KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.14%$43M423.7KQ1 2026OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM0.14%$205,2052.0KQ3 2025OLDER
Armor Investment Advisors, LLC$278M AUM0.14%$385,3743.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.14%$2.6B25.02MQ1 2026OLDER
Saxony Capital Management, LLC$172M AUM0.14%$233,1562.3KQ1 2026OLDER
JACKSON SQUARE CAPITAL, LLC$477M AUM0.13%$611,5386.0KQ3 2025OLDER
SFG Wealth Management, LLC.$243M AUM0.13%$337,0264.1KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.12%$3M26.4KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.12%$432,6654.2KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.12%$270,1602.6KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.12%$9M87.7KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.12%$445,9434.4KQ1 2026OLDER
Lokken Investment Group LLC$291M AUM0.12%$354,6493.5KQ3 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.12%$192,3801.9KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.12%$603,6475.9KQ1 2026OLDER
West Wealth Group, LLC$506M AUM0.12%$599,1315.9KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.12%$1M11.2KQ2 2026
Redhawk Wealth Advisors, Inc.$1.0B AUM0.12%$1M9.4KQ2 2026
STRS OHIO$25.2B AUM0.12%$29M287.8KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.12%$347,4784.2KQ1 2026OLDER
Columbia Asset Management$525M AUM0.11%$603,8525.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.11%$85M828.8KQ1 2026OLDER
Valley Financial Group, Inc.$185M AUM0.11%$209,1832.0KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.11%$2M23.6KQ1 2026OLDER
High Net Worth Advisory Group LLC$429M AUM0.11%$479,2414.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.11%$18M175.7KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.11%$739,6777.3KQ3 2025OLDER
Kintegral Advisory, LLC$1.1B AUM0.11%$1M11.0KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.11%$955,8269.4KQ1 2026OLDER
AUGUSTINE ASSET MANAGEMENT INC$444M AUM0.11%$471,0704.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.11%$21M202.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.10%$316M3.09MQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.10%$14M135.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.10%$60M590.5KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.10%$703,09823.9KQ2 2026
COURIER CAPITAL LLC$1.8B AUM0.10%$2M18.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.10%$60M586.9KQ1 2026OLDER
Asset Advisory Group, Inc.$229M AUM0.10%$234,3051.9KQ2 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.10%$35M343.3KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.10%$461,3275.5KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.10%$3M29.4KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.10%$316,6343.1KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.10%$97,846960Q4 2025OLDER
Essex Bank$452M AUM0.10%$452,5774.4KQ1 2026OLDER
Ullmann Wealth Partners Group, LLC$963M AUM0.10%$964,0929.4KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.10%$351,0803.4KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.10%$244,7033.0KQ4 2025OLDER
WealthBridge Capital Management, LLC$434M AUM0.10%$421,8224.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.10%$465M4.55MQ1 2026OLDER
Brown Financial Advisors$264M AUM0.10%$254,3292.5KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.10%$3M30.1KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.10%$358,2053.5KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.10%$56M677.7KQ4 2025OLDER
Prana Capital Management, LP$3.3B AUM0.09%$3M31.1KQ4 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.09%$843,3566.7KQ2 2026
Pictet Asset Management Holding SA$94.8B AUM0.09%$88M864.7KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.09%$60M590.1KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.09%$912,45011.0KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.09%$874,0128.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.09%$100M974.8KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.09%$1M11.8KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.09%$7M86.4KQ4 2025OLDER
Coppell Advisory Solutions LLC$170M AUM0.09%$922,90611.1KQ4 2025OLDER
Monument Capital Management$399M AUM0.09%$362,5033.5KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.09%$11M109.7KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.09%$733,7198.8KQ4 2025OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.09%$1M9.8KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.09%$416,0164.1KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.09%$11M105.6KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.09%$408,1713.2KQ2 2026
Samalin Investment Counsel, LLC$282M AUM0.09%$251,5852.5KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.09%$18M180.6KQ1 2026OLDER
Crown Wealth Group, LLC$340M AUM0.09%$301,1092.9KQ1 2026OLDER
AG2R LA MONDIALE GESTION D'ACTIFS$2.2B AUM0.09%$2M19.0KQ1 2026OLDER
Clean Yield Group$355M AUM0.09%$306,4203.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.09%$5M50.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.08%$7M66.4KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.08%$3M30.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.08%$183M1.85MQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.08%$9M113.2KQ4 2025OLDER
NewSquare Capital LLC$1.2B AUM0.08%$1M11.8KQ3 2025OLDER
Strategic Financial Concepts, LLC$405M AUM0.08%$330,5753.2KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.08%$2M22.1KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.08%$419,6934.1KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.08%$1M11.8KQ1 2026OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.08%$1M14.1KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.08%$625,5056.1KQ1 2026OLDER
Texas Bank & Trust Co$266M AUM0.08%$209,3852.1KQ3 2025OLDER
Outlook Wealth Advisors, LLC$413M AUM0.08%$349,6594.2KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.08%$23M227.8KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.08%$501,1144.9KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.08%$20M189.9KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.08%$1M11.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.08%$14M138.1KQ1 2026OLDER
American Investment Services, Inc.$448M AUM0.08%$337,4713.3KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.07%$513,2545.0KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.07%$6M61.9KQ1 2026OLDER
Fiduciary Planning LLC$331M AUM0.07%$242,8562.4KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.07%$320M3.14MQ1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.07%$235,5352.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.07%$5M45.9KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.07%$213,7792.1KQ1 2026OLDER
E&G Advisors, LP$449M AUM0.07%$326,8483.2KQ1 2026OLDER
Bramshill Investments, LLC$1.2B AUM0.07%$841,9408.2KQ1 2026OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.07%$2M21.3KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.07%$317,8603.1KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.07%$361,2703.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.07%$40M389.1KQ1 2026OLDER
Hutchens & Kramer Investment Management Group, LLC$373M AUM0.07%$203,1452.4KQ4 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.07%$615,3946.0KQ1 2026OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM0.07%$2M21.7KQ1 2026OLDER
Tower View Wealth Management LLC$195M AUM0.07%$134,1621.3KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.07%$943,1139.2KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.07%$7M65.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.07%$17M209.0KQ4 2025OLDER
AIRE ADVISORS, LLC$547M AUM0.07%$371,9653.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.07%$130M1.27MQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.07%$404,0214.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.07%$19M190.9KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M20.1KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.07%$1M11.3KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.07%$12M119.8KQ1 2026OLDER
Stiles Financial Services Inc$327M AUM0.07%$217,3022.1KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.07%$23M225.2KQ1 2026OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.07%$189,4651.5KQ2 2026
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.07%$3M33.7KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.07%$255,9712.5KQ3 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.06%$680,2545.3KQ2 2026
Avanza Fonder AB$3.6B AUM0.06%$2M22.7KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.06%$1M9.5KQ2 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.06%$1M9.8KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.06%$186,9161.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.06%$410M4.01MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.06%$1.8B17.55MQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.06%$93M908.4KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.06%$95M933.7KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.06%$10M124.8KQ4 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.06%$9M91.9KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.06%$256,9842.5KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.06%$1M9.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.06%$401M3.92MQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.06%$38M371.2KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.06%$714,9807.0KQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.06%$2M12.3KQ2 2026
Safe Harbor Fiduciary, LLC$105M AUM0.06%$68,351824Q4 2025OLDER
Frec Markets, Inc.$587M AUM0.06%$353,6093.5KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.06%$61,284600Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.06%$3.4B33.02MQ1 2026OLDER
RETIREMENT INCOME SOLUTIONS, INC$585M AUM0.06%$342,1693.4KQ1 2026OLDER
Czech National Bank$18.3B AUM0.06%$11M84.7KQ2 2026
Cromwell Holdings LLC$178M AUM0.06%$102,901999Q1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.06%$204,3822.0KQ1 2026OLDER
Duncan Williams Asset Management, LLC$361M AUM0.06%$230,7182.6KQ4 2025OLDER
Sovereign Financial Group, Inc.$576M AUM0.06%$329,6063.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.06%$211M2.07MQ1 2026OLDER
Southland Equity Partners LLC$513M AUM0.06%$292,8682.9KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.06%$204,2802.0KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.06%$30M297.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.06%$3.9B46.63MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.06%$424M4.15MQ1 2026OLDER
Muzinich & Co., Inc.$286M AUM0.06%$160,0531.6KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.06%$242,8941.9KQ2 2026
CHANNEL WEALTH LLC$413M AUM0.06%$206,1462.0KQ3 2025OLDER
Richmond Investment Services, LLC$619M AUM0.05%$340,2283.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.05%$33M322.0KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.05%$7M72.2KQ3 2025OLDER
Keystone Wealth Services, LLC$468M AUM0.05%$259,3853.1KQ4 2025OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.05%$2M16.9KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.05%$248,9452.4KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.05%$836,1188.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.05%$864M8.49MQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.05%$788,6237.7KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.05%$10M100.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.05%$5M216.6KQ2 2026
Mystic Asset Management, Inc.$431M AUM0.05%$229,4832.2KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.05%$82,112813Q1 2026OLDER
QUEST INVESTMENT MANAGEMENT LLC$857M AUM0.05%$453,2034.4KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.05%$941,9359.2KQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.05%$9M86.9KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.05%$10M101.1KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.05%$782,5759.4KQ2 2026
Smith Group Asset Management, LLC$2.0B AUM0.05%$1M10.0KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.05%$4M29.6KQ2 2026
Ellevest, Inc.$719M AUM0.05%$367,3983.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.05%$89M867.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.05%$12M119.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.05%$2M19.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.05%$59M578.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.05%$27M262.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$879,7328.6KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.05%$5M47.7KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.05%$5M49.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$39M377.6KQ1 2026OLDER
Corsicana & Co.$158M AUM0.05%$77,436900Q1 2026OLDER
Secure Asset Management, LLC$632M AUM0.05%$313,0043.8KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.05%$10M101.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.05%$8M80.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.05%$1.9B18.76MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.05%$4M39.9KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.05%$1M12.4KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.05%$1M12.9KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.05%$2M11.9KQ2 2026
SeaBridge Investment Advisors LLC$591M AUM0.05%$276,8722.7KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.05%$271,9992.7KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.05%$10M115.5KQ4 2025OLDER
ENTRUST FINANCIAL LLC$143M AUM0.05%$65,726643Q1 2026OLDER
Caption Management, LLC$17.1B AUM0.05%$8M77.0KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.05%$2562.5KQ3 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.05%$9M84.7KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$215,1072.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.05%$43M422.9KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.05%$3M33.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M25.5KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.05%$5M50.5KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.05%$27M263.2KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.04%$5M45.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.04%$52M505.0KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.04%$8M79.9KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.04%$624,1786.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.04%$20M198.8KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.04%$1M10.6KQ3 2025OLDER
Eurizon SLJ Capital Ltd$210M AUM0.04%$92,437905Q1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.04%$183,8521.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.04%$189M1.85MQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.04%$2M15.8KQ1 2026OLDER
Fort Point Capital Partners LLC$825M AUM0.04%$356,4203.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.04%$169M1.65MQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.04%$5M57.1KQ2 2026
MIZUHO SECURITIES USA LLC$4.2B AUM0.04%$2M17.9KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.04%$853,1508.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$83M815.8KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.04%$15M145.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.04%$24M239.4KQ1 2026OLDER
Optas, LLC$661M AUM0.04%$280,8882.8KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$261,1722.6KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.04%$13M150.9KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.04%$2M25.7KQ4 2025OLDER
Platform Technology Partners$519M AUM0.04%$216,5462.1KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.04%$365,1503.6KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.04%$8M77.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$18M176.5KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.04%$452,5473.6KQ2 2026
Symphony Financial, Ltd. Co.$755M AUM0.04%$308,8333.0KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.04%$9M85.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.04%$6M56.0KQ1 2026OLDER
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM0.04%$241,0502.4KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.04%$17M164.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$8M77.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.04%$764M7.48MQ1 2026OLDER
Allen Mooney & Barnes Investment Advisors LLC$695M AUM0.04%$279,1262.7KQ1 2026OLDER
Second Line Capital, LLC$528M AUM0.04%$209,2691.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M45.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.04%$10M99.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.04%$10M101.3KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.04%$1M13.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.04%$10M101.4KQ1 2026OLDER
NVWM, LLC$449M AUM0.04%$173,5631.7KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.04%$11M112.3KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.04%$3M31.6KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.04%$104,7961.0KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.04%$5M44.2KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.04%$388,3034.7KQ4 2025OLDER
Norinchukin Bank, The$8.6B AUM0.04%$3M31.4KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.04%$866,1478.5KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.04%$1M12.8KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.04%$608,2395.9KQ1 2026OLDER
Promus Capital, LLC$157M AUM0.04%$58,310572Q3 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.04%$1M11.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.04%$7M73.4KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.04%$48,594475Q1 2026OLDER
Caitlin John, LLC$167M AUM0.04%$61,585603Q1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$262,6642.5KQ1 2026OLDER
Citizens Business Bank$610M AUM0.04%$224,6062.2KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.04%$1M10.9KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$3M31.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.04%$974,6087.7KQ2 2026
Dana Investment Advisors, Inc.$3.4B AUM0.04%$1M11.8KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.04%$712,9547.0KQ1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.04%$275,1302.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.04%$66M647.8KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.04%$651,5056.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.04%$22M214.1KQ1 2026OLDER
BAYBAN$115M AUM0.04%$40,856400Q1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.04%$630,1956.2KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$2M23.3KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.04%$22M214.9KQ1 2026OLDER
Quarry LP$558M AUM0.03%$194,7811.9KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$385,6813.8KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.03%$3M31.7KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.03%$2M23.2KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.03%$1M11.0KQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.03%$1M12.7KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.03%$40,958401Q1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.03%$4M39.5KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.03%$377,7953.7KQ3 2025OLDER
KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM0.03%$269,8542.6KQ1 2026OLDER
Continuum Advisory, LLC$1.0B AUM0.03%$348,2973.4KQ1 2026OLDER
Blue Sparrow, LLC /DE$5.8B AUM0.03%$2M19.1KQ1 2026OLDER
National Pension Service$131.7B AUM0.03%$44M429.4KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.03%$9M91.2KQ1 2026OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.03%$383,5933.0KQ2 2026
Onyx Bridge Wealth Group LLC$930M AUM0.03%$304,8583.0KQ1 2026OLDER
Fortis Capital Management LLC$977M AUM0.03%$318,9353.1KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.03%$3M32.9KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.03%$305,6442.9KQ3 2025OLDER
Ignite Planners, LLC$648M AUM0.03%$208,4672.0KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$810,6857.9KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.03%$2M17.0KQ1 2026OLDER
RMR Wealth Builders$1.3B AUM0.03%$380,2643.7KQ3 2025OLDER
Simplicity Wealth,LLC$1.8B AUM0.03%$561,4935.5KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.03%$494,6744.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.03%$8M76.3KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.03%$51M502.5KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.03%$42,592417Q1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.03%$12M113.3KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.03%$22M212.3KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.03%$35,136344Q1 2026OLDER
Ascent Group, LLC$2.9B AUM0.03%$883,6858.7KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.03%$15M142.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.03%$2M14.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.03%$166M1.62MQ1 2026OLDER
Amundi$367.1B AUM0.03%$111M1.09MQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.03%$76,455750Q3 2025OLDER

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