SEC 13F Intelligence

ISHARES TR

CUSIP 464287184

Ishares Tr has 341 institutional holders in Filings Flow’s 13F database, together reporting 164.09M shares worth $5.7B as of Q1 2026. The largest reported holders are Ubs Group AG, Jane Street Group, LLC, and Citadel Advisors LLC.

Institutional Holders
341
Q1 2026
Reported Value
$5.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 259Q4 ’18Q1 ’19: 291Q2 ’19: 280Q2 ’19Q3 ’19: 251Q2 ’21: 262Q2 ’21Q4 ’21: 249Q4 ’22: 243Q4 ’22Q4 ’25: 377Q1 ’26: 341Q1 ’26Q2 ’26: 21filingsflow.com
Total reported value
Q4 ’18: $39.0BQ4 ’18Q1 ’19: $37.6BQ2 ’19: $43.1BQ2 ’19Q3 ’19: $47.5BQ2 ’21: $393.9BQ2 ’21Q4 ’21: $320.1BQ4 ’22: $4.0BQ4 ’22Q4 ’25: $6.0BQ1 ’26: $5.7BQ1 ’26Q2 ’26: $146Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MIO Partners, Inc.$340M AUM55.43%$188M52.4KQ1 2026OLDER
Impala Asset Management LLC$215M AUM20.56%$3M70.0KQ4 2025OLDER
Nipun Capital, L.P.$215M AUM17.72%$38M1.20MQ2 2026
DELPHI FINANCIAL GROUP, INC.$222M AUM7.72%$17M476.4KQ1 2026OLDER
TORNO CAPITAL, LLC$725M AUM7.71%$34M900.0KQ4 2025OLDER
Spear Holdings RSC Ltd$1.0B AUM6.61%$66M1.84MQ1 2026OLDER
PBCay One RSC Ltd$1.3B AUM4.93%$66M1.84MQ1 2026OLDER
ADAPT Investment Managers SA$7.6B AUM4.36%$592M15.46MQ4 2025OLDER
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM4.26%$34M937.0KQ1 2026OLDER
Silphium Asset Management Ltd$264M AUM3.57%$9M262.4KQ1 2026OLDER
Turn8 Private Wealth Inc.$160M AUM3.49%$6M155.6KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM3.22%$203M6.35MQ1 2026OLDER
XY Capital Ltd$101M AUM3.14%$6M144.9KQ3 2025OLDER
MKP Capital Management, L.L.C.$3.0B AUM3.11%$87M2.28MQ4 2025OLDER
COBALT CAPITAL MANAGEMENT, INC.$179M AUM2.54%$6M150.0KQ4 2025OLDER
Hunting Hill Global Capital, LLC$129M AUM2.45%$3M88.2KQ1 2026OLDER
Dauntless Investment Group, LLC$151M AUM2.16%$3M90.8KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM2.10%$79M2.21MQ1 2026OLDER
New Vernon Capital Holdings II LLC$136M AUM2.07%$4M113.8KQ4 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM1.96%$25M702.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM1.91%$216M6.03MQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM1.82%$107M2.79MQ4 2025OLDER
Fluent Financial, LLC$280M AUM1.80%$5M111.8KQ3 2025OLDER
PING CAPITAL MANAGEMENT, INC.$350M AUM1.66%$6M162.0KQ1 2026OLDER
Granby Capital Management, LLC$174M AUM1.65%$3M80.0KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM1.60%$394M10.99MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM1.54%$209M5.83MQ1 2026OLDER
MOULTON WEALTH MANAGEMENT, INC$152M AUM1.50%$2M39.8KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM1.42%$818M22.79MQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM1.42%$108M3.00MQ1 2026OLDER
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM1.40%$19M488.8KQ4 2025OLDER
Carrera Capital Advisors$649M AUM1.35%$9M243.8KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM1.30%$14M362.6KQ4 2025OLDER
Viewpoint Capital Management LLC$214M AUM1.22%$3M72.9KQ1 2026OLDER
WASHINGTON GROWTH STRATEGIES LLC$180M AUM1.19%$2M68.0KQ2 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM1.14%$614M17.11MQ1 2026OLDER
DUPONT CAPITAL MANAGEMENT CORP$879M AUM1.13%$10M276.2KQ1 2026OLDER
BCWM, LLC$353M AUM0.96%$3M94.7KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.94%$228M6.36MQ1 2026OLDER
IronBridge Private Wealth, LLC$310M AUM0.90%$3M77.3KQ1 2026OLDER
COMMONS CAPITAL, LLC$120M AUM0.89%$1M33.3KQ3 2025OLDER
Capula Management Ltd$14.1B AUM0.85%$120M3.35MQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.85%$1M29.0KQ1 2026OLDER
Edenbrook Capital, LLC$321M AUM0.84%$3M75.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.77%$109M3.03MQ1 2026OLDER
Journey Advisory Group, LLC$1.2B AUM0.76%$9M248.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.75%$54M1.50MQ1 2026OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.74%$27M1.05MQ4 2025OLDER
High Note Wealth, LLC$509M AUM0.70%$4M99.4KQ1 2026OLDER
Militia Capital Management LLC$454M AUM0.70%$3M201.4KQ2 2026
Leonteq Securities AG$2.7B AUM0.70%$10M340.0KQ4 2025OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM0.69%$6M156.1KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.68%$49M1.20MQ3 2025OLDER
Appaloosa LP$5.9B AUM0.60%$42M1.09MQ4 2025OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.60%$5M151.3KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.59%$6M158.9KQ4 2025OLDER
Rovida Investment Management Ltd$797M AUM0.56%$4M125.0KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM0.54%$3M977.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.54%$458M12.75MQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.53%$9M215.9KQ3 2025OLDER
Fosun International Ltd$399M AUM0.51%$2M57.1KQ1 2026OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.50%$21M500.0KQ3 2025OLDER
Strait & Sound Wealth Management LLC$269M AUM0.50%$1M37.2KQ1 2026OLDER
Volterra Technologies LP$823M AUM0.47%$4M107.0KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.46%$6M137.3KQ3 2025OLDER
FORTE ASSET MANAGEMENT LLC$228M AUM0.44%$979,92525.6KQ4 2025OLDER
Black Maple Capital Management LP$179M AUM0.44%$789,80022.0KQ1 2026OLDER
Hillcrest Wealth Advisors - NY, LLC$247M AUM0.43%$1M29.9KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.41%$11M300.0KQ1 2026OLDER
Green Ridge Wealth Planning LLC$238M AUM0.40%$764,16721.3KQ1 2026OLDER
Providence First Trust Co$284M AUM0.40%$1M30.2KQ4 2025OLDER
Everstar Asset Management, LLC$188M AUM0.39%$735,31520.5KQ1 2026OLDER
Cordoba Advisory Partners LLC$362M AUM0.39%$2M41.1KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.39%$113M3.14MQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.37%$934,77424.4KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.35%$78M2.16MQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.34%$442,57512.3KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.33%$50M1.23MQ3 2025OLDER
INTERCAPITAL, LLC$299M AUM0.33%$974,68527.1KQ1 2026OLDER
Ahara Advisors LLC$120M AUM0.32%$386,24810.8KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.31%$4M100.0KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.31%$2M47.2KQ4 2025OLDER
SeaBridge Investment Advisors LLC$591M AUM0.31%$2M49.0KQ4 2025OLDER
Hedges Asset Management LLC$142M AUM0.31%$436,50611.4KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.31%$6M152.6KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.31%$13M333.0KQ4 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.30%$51M1.32MQ4 2025OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM0.30%$386,91912.1KQ2 2026
CapWealth Advisors, LLC$1.3B AUM0.30%$4M112.8KQ4 2025OLDER
Waterloo Capital, L.P.$1.4B AUM0.30%$4M107.1KQ4 2025OLDER
Eisler Capital Management Ltd.$22.6B AUM0.29%$66M1.61MQ3 2025OLDER
Cypress Capital Group$889M AUM0.29%$3M71.6KQ1 2026OLDER
Galaxy Group Investments LLC$1.1B AUM0.29%$3M50.0KQ4 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.28%$1M38.3KQ4 2025OLDER
Eagle Strategies LLC$837M AUM0.27%$2M63.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.26%$613M17.08MQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.26%$2M45.4KQ4 2025OLDER
PeakShares LLC$109M AUM0.25%$276,4307.7KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.25%$592,65916.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.25%$2M50.8KQ4 2025OLDER
Verity Asset Management, Inc.$238M AUM0.25%$593,31916.5KQ1 2026OLDER
Finley Financial, LLC$248M AUM0.25%$615,37319.5KQ2 2026
Kraft, Davis & Associates, LLC$479M AUM0.24%$1M27.0KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.24%$3M133.1KQ3 2025OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.23%$8M228.8KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.23%$425,42313.5KQ2 2026
Pekin Hardy Strauss, Inc.$957M AUM0.22%$2M59.9KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.22%$4M100.0KQ4 2025OLDER
RAHLFS CAPITAL, LLC$136M AUM0.21%$289,1758.1KQ1 2026OLDER
CenterStar Asset Management, LLC$797M AUM0.21%$738,75219.3KQ4 2025OLDER
UBS Group AG$666.3B AUM0.20%$1.4B37.93MQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.20%$77M2.16MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.20%$20M513.1KQ4 2025OLDER
Cordatus Wealth Management LLC$420M AUM0.19%$799,85222.3KQ1 2026OLDER
Beach Point Capital Management LP$254M AUM0.19%$482,17630.1KQ1 2026OLDER
Upper Left Wealth Management, LLC$169M AUM0.19%$316,9268.8KQ1 2026OLDER
Rokos Capital Management LLP$13.2B AUM0.19%$43M1.05MQ3 2025OLDER
ALLIANZ SE$9.0B AUM0.18%$17M464.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.18%$1.1B31.36MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.17%$1.3B37.33MQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.17%$338,9818.9KQ4 2025OLDER
INNEALTA CAPITAL, LLC$161M AUM0.17%$273,1997.6KQ1 2026OLDER
Prism Advisors, Inc.$375M AUM0.17%$630,65517.6KQ1 2026OLDER
Ratan Capital Management LP$269M AUM0.16%$574,35015.0KQ4 2025OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.16%$323,9078.2KQ4 2025OLDER
Advisor Resource Council$309M AUM0.16%$481,91613.4KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.15%$2M79.0KQ3 2025OLDER
Solstein Capital, LLC$244M AUM0.15%$367,79610.2KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.15%$4M118.2KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.15%$6M166.9KQ4 2025OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.15%$2M57.8KQ1 2026OLDER
BigSur Wealth Management LLC$356M AUM0.15%$523,24314.6KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.14%$12M325.0KQ4 2025OLDER
Legacy Capital Group California, Inc.$263M AUM0.14%$589,51315.4KQ4 2025OLDER
AlphaCentric Advisors LLC$100M AUM0.14%$142,4773.7KQ4 2025OLDER
Allie Family Office LLC$228M AUM0.14%$323,3519.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.14%$576M16.05MQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.14%$1M24.8KQ3 2025OLDER
Capital Investment Counsel, Inc$816M AUM0.14%$1M31.0KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.13%$4M97.6KQ3 2025OLDER
Pictet North America Advisors SA$1.0B AUM0.13%$1M36.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.13%$89M2.47MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.13%$724,50020.7KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.12%$234,0686.5KQ1 2026OLDER
GenTrust, LLC$2.3B AUM0.12%$3M80.0KQ1 2026OLDER
Flagship Private Wealth, LLC$246M AUM0.12%$296,4527.2KQ3 2025OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.12%$594,87315.5KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.12%$71M1.97MQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.11%$288,4337.0KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.11%$270M7.51MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.11%$85M2.36MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.11%$4M108.9KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.11%$948M26.42MQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.11%$2M50.0KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.10%$821,4218.4KQ1 2026OLDER
Cane Capital Partners, LLC$229M AUM0.10%$238,5566.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.10%$878M24.47MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.10%$90M2.50MQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.10%$689,36119.2KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.10%$5M125.5KQ3 2025OLDER
Marex Group Ltd$15.8B AUM0.09%$15M409.5KQ1 2026OLDER
Ranch Capital Advisors Inc.$277M AUM0.09%$255,9247.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.09%$14M396.1KQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.09%$90,5082.2KQ3 2025OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.09%$458,33512.8KQ1 2026OLDER
Bramshill Investments, LLC$1.2B AUM0.09%$1M28.6KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.09%$800,26120.9KQ4 2025OLDER
Highlander Partners, L.P.$256M AUM0.08%$215,4006.0KQ1 2026OLDER
Sava Infond d.o.o.$1.4B AUM0.08%$1M36.9KQ2 2026
NOMURA HOLDINGS INC$37.7B AUM0.08%$31M863.3KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.08%$4M118.9KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.08%$19M539.8KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.08%$765,80020.0KQ4 2025OLDER
Idaho Trust Co$308M AUM0.08%$235,9346.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.08%$158M1.49MQ1 2026OLDER
BURKE & HERBERT BANK & TRUST CO$362M AUM0.08%$353,3928.6KQ3 2025OLDER
Boreal Capital Management LLC$123M AUM0.08%$93,3402.6KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.08%$910,78325.4KQ1 2026OLDER
Rinkey Investments$391M AUM0.07%$289,7498.1KQ1 2026OLDER
Bluesphere Advisors LLC$281M AUM0.07%$201,0405.6KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.07%$2M38.7KQ3 2025OLDER
IPG Investment Advisors LLC$582M AUM0.07%$415,11211.6KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.07%$16M397.2KQ3 2025OLDER
Private Wealth Advisors, LLC$356M AUM0.07%$231,3506.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.06%$1.1B28.27MQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.06%$509,72914.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.06%$359M10.01MQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.06%$2M45.4KQ4 2025OLDER
Fielder Capital Group LLC$459M AUM0.06%$284,2567.9KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.06%$205,7005.0KQ3 2025OLDER
GOULD ASSET MANAGEMENT LLC /CA/$576M AUM0.06%$355,0159.9KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.06%$763,94621.3KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.06%$2M59.4KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.06%$189,6225.0KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.06%$3M92.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.06%$151M4.22MQ1 2026OLDER
Global Endowment Management, LP$896M AUM0.06%$503,00014.0KQ1 2026OLDER
NATIXIS$28.0B AUM0.06%$16M433.7KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.06%$9M225.5KQ1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.06%$875,13424.4KQ1 2026OLDER
Value Aligned Research Advisors, LLC$20.7B AUM0.05%$4M900Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.05%$287M7.99MQ2 2026
Intesa Sanpaolo Wealth Management$410M AUM0.05%$221,3246.2KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.05%$3M78.3KQ4 2025OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.05%$287,2008.0KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.05%$472,75015.0KQ2 2026
AllSquare Wealth Management LLC$189M AUM0.05%$95,2392.3KQ4 2025OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.05%$629,37119.9KQ2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.05%$9M217.5KQ3 2025OLDER
Diversify Advisory Services, LLC$655M AUM0.05%$316,5948.7KQ1 2026OLDER
London & Capital Asset Management Ltd$9.2B AUM0.05%$4M122.3KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.05%$27M758.3KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.05%$479,69215.2KQ2 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$402,00811.2KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.05%$6M161.2KQ1 2026OLDER
Permanent Capital Management, LP$643M AUM0.05%$297,9998.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.05%$32M834.4KQ4 2025OLDER
Wharton Business Group, LLC$2.6B AUM0.04%$1M31.7KQ1 2026OLDER
Centric Wealth Management$501M AUM0.04%$215,3165.9KQ1 2026OLDER
Evelyn Partners Investment Management (Europe) Ltd$291M AUM0.04%$124,2143.5KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.04%$215,4006.0KQ1 2026OLDER
SOL Capital Management CO$206M AUM0.04%$47112.3KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$4M100.0KQ3 2025OLDER
ABLE Financial Group, LLC$511M AUM0.04%$202,7845.3KQ4 2025OLDER
ORG Partners LLC$568M AUM0.04%$229,7406.0KQ4 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.04%$3M76.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.04%$548M15.27MQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.04%$18M500.0KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.04%$1M31.2KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.04%$3M71.0KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.04%$2M64.7KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.04%$3M65.8KQ4 2025OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.04%$5M146.6KQ1 2026OLDER
Chemistry Wealth Management LLC$625M AUM0.04%$204,8455.7KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.04%$49M1.19MQ3 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.03%$46,6701.3KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.03%$56,1481.6KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M36.6KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.03%$38,2901.0KQ4 2025OLDER
StoneX Group Inc.$1.9B AUM0.03%$576,14116.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$31M867.1KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.03%$51,9411.4KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.03%$100,3831.3KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.03%$1M29.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.03%$12M324.3KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.03%$71,16038.5KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.03%$958,20725.0KQ4 2025OLDER
Clarius Group, LLC$1.8B AUM0.03%$454,39111.0KQ3 2025OLDER
Essex Financial Services, Inc.$1.8B AUM0.03%$471,87013.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.03%$4M107.3KQ1 2026OLDER
Willis Johnson & Associates, Inc.$1.7B AUM0.03%$444,52112.4KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.03%$375,57210.2KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.03%$338,7068.2KQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.03%$13M372.0KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.03%$546,33015.2KQ2 2026
Powell Investment Advisors, LLC$290M AUM0.02%$71,0382.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M51.1KQ4 2025OLDER
Curat Global, LLC$102M AUM0.02%$24,053670Q1 2026OLDER
Mirabaud & Cie SA$249M AUM0.02%$73,60080.0KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$215,7956.0KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.02%$290,7908.1KQ1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.02%$47,2091.3KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$235,3256.6KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.02%$4M116.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.02%$2M42.2KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.02%$257,7937.2KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$568,10413.8KQ3 2025OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.02%$86,0532.4KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.02%$216,8905.3KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$331,9319.2KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.02%$28,720800Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.02%$603,37116.8KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$616,81416.1KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$10M283.2KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$673,02218.7KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.02%$60,3441.7KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.01%$233,5696.1KQ4 2025OLDER
RWA WEALTH PARTNERS, LLC$9.1B AUM0.01%$1M37.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$980,22425.6KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M33.1KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.01%$441,18610.7KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$377,37411.9KQ2 2026
CIBC WORLD MARKET INC.$61.3B AUM0.01%$8M233.4KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.01%$222,5956.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$199M5.70MQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.01%$447,85312.5KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$542,75415.1KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$3M96.6KQ1 2026OLDER
NWAM LLC$1.7B AUM0.01%$210,7875.6KQ4 2025OLDER
Pacific Center for Financial Services$394M AUM0.01%$48,1421.3KQ1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.01%$103,3832.7KQ4 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$19,990522Q4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$157,6345.0KQ2 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM0.01%$538,50015.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M36.2KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$317,5718.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$541,33615.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M49.8KQ1 2026OLDER
Family Manage LLC$834M AUM0.01%$63,4711.8KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$447,83112.5KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.01%$577,95416.1KQ1 2026OLDER
Breakwater Investment Management$269M AUM0.01%$17,771495Q1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$8M216.5KQ4 2025OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.01%$27,186710Q4 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$345,2729.5KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$76,7452.1KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.01%$2M45.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$3M90.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$3M82.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$359,55310.0KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$6M160.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$284,5897.9KQ2 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M61.7KQ1 2026OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM0.00%$10,914304Q1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$404,55711.3KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.00%$275,6887.2KQ4 2025OLDER
Seneschal Advisors, LLC$135M AUM0.00%$5,988167Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$40,3881.1KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$267,8497.5KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.00%$209,8145.1KQ3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$789,80022.0KQ1 2026OLDER
Battery Global Advisors, LLC$186M AUM0.00%$7,757216Q1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$8,100225Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$155,7704.3KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$166,2534.6KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.00%$251,3007.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$409,10911.5KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$6M159.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$216M6.02MQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$55,5391.4KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M69.7KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$5,157143Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M106.4KQ1 2026OLDER
Turim 21 Investimentos Ltda.$399M AUM0.00%$8,56640Q4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M75.0KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$580,39516.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M145.9KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M73.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$11M301.7KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.00%$2M58.2KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$4,129115Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$644,40517.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$740,52018.0KQ3 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$17,950500Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$7,658200Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M69.9KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$491,77413.7KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.00%$22,974600Q4 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$13,247369Q1 2026OLDER
Brookstone Capital Management$8.7B AUM0.00%$215,2566.0KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$8,049224Q1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.00%$376,36311.9KQ2 2026
Front Row Advisors LLC$296M AUM0.00%$6,462180Q1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$4,000123Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$29,972838Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M186.3KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$198,5995.5KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$22,976640Q1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$236,9406.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$338,7069.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$25,130700Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$468,01912.2KQ4 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$75,6092.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M35.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M46.2KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M46.1KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$202,2675.6KQ1 2026OLDER
EFG International AG$4.7B AUM0.00%$77,1852.1KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$970,84427.0KQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$50,5451.4KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$574,58016.0KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$1M35.0KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M27.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$502,05314.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$257,6458.6KQ4 2025OLDER
Register Financial Advisors LLC$271M AUM0.00%$3,602100Q1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$37,000971Q4 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$236,5255.7KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$315,9238.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$22,874637Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$847,81223.6KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$363,94610.1KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.00%$3,985111Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3M83.4KQ2 2026
Private Advisor Group, LLC$21.3B AUM0.00%$205,2375.0KQ3 2025OLDER
CARDIFF PARK ADVISORS, LLC$1.3B AUM0.00%$12,529349Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$11,093309Q1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1,79550Q1 2026OLDER
NVWM, LLC$449M AUM0.00%$4,308120Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$216,4796.0KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$18,524483Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$290,9808.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$455,24812.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$590,70916.5KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$93326Q1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$2,68070Q4 2025OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$8,228200Q3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$20,413569Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M62.8KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$362,88510.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$42,6621.0KQ3 2025OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$50,3861.9KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$130,9903.2KQ3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$238,3766.6KQ1 2026OLDER
Morling Financial Advisors, LLC$325M AUM0.00%$2,15460Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$4,567111Q3 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$21,540600Q1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.00%$71,8002.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$119,7533.3KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$9,401262Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$846,50023.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$319,7258.9KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$47,1731.2KQ4 2025OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$3,829100Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M51.9KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$16,456400Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$22,473626Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$346,4269.0KQ4 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$15,163480Q2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$120,8713.4KQ2 2026
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$4,211117Q1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.00%$2,18053Q3 2025OLDER
Westfuller Advisors, LLC$232M AUM0.00%$90725Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$747,41721.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$736,65421.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$283,1477.9KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,43640Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$4,118114Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$182,7204.8KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$61,1021.7KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,10431Q1 2026OLDER
Westend Capital Management, LLC$333M AUM0.00%$89825Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$18,453514Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M30.8KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.00%$9,334260Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$110,9563.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$367,07310.2KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$10,665300Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$14,109393Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,80978Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$23,120644Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$100,5562.8KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$36,5731.0KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$96927Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$280,0688.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$686,71119.1KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$15,258425Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$201,4725.6KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$78,3342.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$5,385150Q1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$35910Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$3,590100Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,22662Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,43640Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,25735Q1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$722Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$2,13360Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$428,73411.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$7,001195Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$1,43640Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$933,39524.4KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$17,526426Q3 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$1544Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2065Q3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$254Q1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$10Q3 2025OLDER

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