SEC 13F Intelligence

KNSLKINSALE CAP GROUP INC

CUSIP 49714P108 · Yahoo Finance ↗ · Google Finance ↗

Kinsale Cap Group Inc (KNSL) has 566 institutional holders in Filings Flow’s 13F database, together reporting 20.93M shares worth $7.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Bamco Inc /Ny/.

Institutional Holders
566
Q1 2026
Reported Value
$7.0B
Ticker
KNSL
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 118Q4 ’18Q1 ’19: 124Q2 ’19: 136Q2 ’19Q3 ’19: 145Q2 ’21: 241Q2 ’21Q4 ’21: 281Q4 ’22: 364Q4 ’22Q4 ’25: 576Q1 ’26: 566Q1 ’26Q2 ’26: 22filingsflow.com
Total reported value
Q4 ’18: $769MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $2.0BQ2 ’19Q3 ’19: $3.0BQ2 ’21: $8.6BQ2 ’21Q4 ’21: $10.6BQ4 ’22: $2.4BQ4 ’22Q4 ’25: $7.6BQ1 ’26: $7.0BQ1 ’26Q2 ’26: $19Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Langdon Equity Partners$134M AUM16.25%$22M63.5KQ1 2026OLDER
Turtle Creek Asset Management Inc.$2.7B AUM5.26%$141M411.2KQ1 2026OLDER
Maren Capital LLC$1.9B AUM4.83%$92M270.1KQ1 2026OLDER
Doma Perpetual Capital Management LLC$372M AUM4.59%$17M50.1KQ1 2026OLDER
Prime Capital Management Co Ltd$891M AUM4.43%$39M115.5KQ1 2026OLDER
LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM3.63%$10M28.9KQ1 2026OLDER
Spyglass Capital Management LLC$1.4B AUM3.31%$47M137.0KQ1 2026OLDER
Giverny Capital Inc.$2.7B AUM2.74%$75M218.9KQ1 2026OLDER
JACOBSON & SCHMITT ADVISORS, LLC$551M AUM2.73%$15M44.0KQ1 2026OLDER
Rockbridge Asset Management LLC$149M AUM2.61%$4M11.4KQ1 2026OLDER
Leibman Financial Services, Inc.$136M AUM2.43%$3M9.7KQ1 2026OLDER
TIMUCUAN ASSET MANAGEMENT INC/FL$2.7B AUM2.28%$62M181.0KQ1 2026OLDER
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM2.13%$8M22.4KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM2.09%$693M2.03MQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM2.09%$98M287.9KQ1 2026OLDER
RIVERBRIDGE PARTNERS LLC$4.1B AUM2.06%$84M246.2KQ1 2026OLDER
Intrinsic Value Partners, LLC$130M AUM1.92%$2M7.3KQ1 2026OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM1.87%$15M44.4KQ1 2026OLDER
2Xideas AG$255M AUM1.67%$4M12.4KQ1 2026OLDER
Sidoxia Capital Management, LLC$116M AUM1.58%$2M5.4KQ1 2026OLDER
Wilkinson Global Asset Management LLC$1.3B AUM1.52%$24M56.8KQ3 2025OLDER
Port Capital LLC$2.2B AUM1.48%$33M97.6KQ1 2026OLDER
Maniro Ltd$330M AUM1.45%$5M14.0KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM1.38%$7M21.0KQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM1.23%$193M564.3KQ1 2026OLDER
Hingham Institution for Savings$113M AUM1.21%$1M4.0KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM1.09%$2M5.5KQ1 2026OLDER
Hendershot Investments Inc.$744M AUM1.06%$8M23.0KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.99%$182M536.9KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.93%$73M214.8KQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM0.93%$23M68.7KQ1 2026OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.93%$9M25.8KQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.84%$38M111.1KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM0.84%$977,0182.5KQ4 2025OLDER
BLALOCK WILLIAMS, LLC$129M AUM0.83%$1M3.1KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.82%$1M1Q1 2026OLDER
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM0.81%$10M30.6KQ1 2026OLDER
Z3 Capital Partners, LLC$395M AUM0.79%$3M9.2KQ1 2026OLDER
Elevate Capital Advisors, LLC$155M AUM0.76%$1M3.4KQ1 2026OLDER
BENNETT SELBY INVESTMENTS LP$285M AUM0.64%$2M5.3KQ1 2026OLDER
Davidson Capital Management Inc.$552M AUM0.63%$4M10.3KQ1 2026OLDER
Synergy Financial Group, LTD$133M AUM0.60%$792,3102.3KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.58%$210M616.0KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.58%$47M136.8KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.58%$42M123.0KQ1 2026OLDER
Canal Capital Management, LLC$739M AUM0.57%$4M12.3KQ1 2026OLDER
Signature Wealth Management Group$263M AUM0.52%$1M3.2KQ3 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.51%$13M39.5KQ1 2026OLDER
Odyssean, LLC$274M AUM0.49%$1M4.0KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.49%$719,1942.1KQ1 2026OLDER
DC Investments Management, LLC$261M AUM0.48%$1M3.7KQ1 2026OLDER
Scientech Research LLC$120M AUM0.46%$736,0881.9KQ4 2025OLDER
Montanaro Asset Management Ltd$334M AUM0.46%$2M4.5KQ1 2026OLDER
Strategic Advisors LLC$602M AUM0.45%$3M8.0KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.42%$21M62.9KQ1 2026OLDER
SHAKER INVESTMENTS LLC/OH$220M AUM0.42%$915,6492.7KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.40%$43M127.2KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.35%$8M24.8KQ1 2026OLDER
American National Bank of Texas$105M AUM0.33%$346,4431.0KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.33%$112M328.7KQ1 2026OLDER
IMS Capital Management$217M AUM0.33%$714,8661.7KQ3 2025OLDER
Arcus Capital Partners, LLC$278M AUM0.32%$893,0472.6KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.31%$9M26.3KQ1 2026OLDER
DOVER ADVISORS, LLC$242M AUM0.30%$727,0522.1KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.28%$13M38.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.28%$3M7.8KQ3 2025OLDER
Granahan Investment Management, LLC$2.1B AUM0.27%$6M16.5KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.25%$60M142.1KQ3 2025OLDER
TenCore Partners, LP$129M AUM0.25%$324,577950Q1 2026OLDER
MITCHELL SINKLER & STARR/PA$217M AUM0.24%$524,4481.5KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.24%$3M9.6KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.22%$2M4.9KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.21%$2M6.0KQ4 2025OLDER
Artemis Investment Management LLP$9.4B AUM0.21%$17M44.0KQ4 2025OLDER
GUERRA PAN ADVISORS, LLC$162M AUM0.21%$331,752971Q1 2026OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.20%$849,3672.5KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.20%$799,8262.3KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.19%$225,496660Q1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.18%$2M5.6KQ1 2026OLDER
Numerai GP LLC$997M AUM0.18%$2M5.1KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.18%$4M10.3KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.17%$1M3.2KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.17%$1M3.4KQ1 2026OLDER
Financial Strategies Group, Inc.$598M AUM0.16%$981,0643.0KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.16%$560,0841.4KQ4 2025OLDER
CIM, LLC$692M AUM0.16%$1M3.1KQ4 2025OLDER
Peterson Wealth Services$405M AUM0.15%$626,1951.8KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.15%$973,7312.9KQ1 2026OLDER
ABSHER WEALTH MANAGEMENT, LLC$853M AUM0.15%$1M3.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.14%$635,0001.6KQ4 2025OLDER
Cumberland Partners Ltd$1.3B AUM0.14%$2M6.0KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.14%$889,7982.3KQ4 2025OLDER
Equity Wealth Partners, LLC$155M AUM0.14%$210,801539Q4 2025OLDER
Mawer Investment Management Ltd.$15.4B AUM0.13%$20M59.8KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.13%$4M10.9KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.12%$593,0471.7KQ1 2026OLDER
DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM0.12%$4M9.0KQ3 2025OLDER
Marshall Financial Group, LLC$625M AUM0.11%$708,6112.1KQ1 2026OLDER
NOVEM GROUP$873M AUM0.11%$924,5192.7KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.10%$14M41.9KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.10%$8M18.0KQ3 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.10%$238,479698Q1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$1M3.2KQ1 2026OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM0.10%$4M10.5KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.10%$456,8901.3KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.09%$816,9092.4KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.09%$922,6522.4KQ4 2025OLDER
DLD Asset Management, LP$1.1B AUM0.09%$1M3.2KQ4 2025OLDER
FIRST FOUNDATION ADVISORS$2.5B AUM0.09%$2M6.6KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.09%$226,440532Q3 2025OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.09%$234,672600Q4 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.09%$351,617899Q4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$320,135937Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.08%$70M164.4KQ3 2025OLDER
Twin Tree Management, LP$4.7B AUM0.08%$4M11.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.08%$47M138.0KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.08%$598,5911.8KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.08%$2M4.9KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.08%$7M19.6KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.08%$228,365537Q3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.07%$2M4.3KQ3 2025OLDER
Outlook Wealth Advisors, LLC$413M AUM0.07%$285,294835Q1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.07%$1M4.4KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.07%$307,836901Q1 2026OLDER
Trexquant Investment LP$13.9B AUM0.07%$9M27.0KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.06%$2M5.3KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.06%$464,6511.2KQ4 2025OLDER
Harbor Advisors LLC$692M AUM0.06%$444,1581.3KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.06%$1M3.6KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.06%$3M9.0KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.06%$1M3.2KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.06%$606,7881.8KQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.06%$226,528579Q4 2025OLDER
Capital World Investors$732.9B AUM0.06%$448M1.31MQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.06%$28M82.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.06%$235,062688Q1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.06%$468,8571.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.06%$3M8.5KQ4 2025OLDER
Aspen Capital Management, LLC$404M AUM0.06%$216,883510Q3 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.05%$341,6601.0KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.05%$398,0341.2KQ1 2026OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.05%$229,254671Q1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.05%$1M4.2KQ1 2026OLDER
Quarry LP$558M AUM0.05%$338,319865Q4 2025OLDER
State of Wyoming$844M AUM0.05%$455,8791.1KQ3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.05%$799,4842.3KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.05%$230,962676Q1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.05%$218,041638Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.05%$533,3311.6KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.05%$751,0091.8KQ3 2025OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.05%$265,812778Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.04%$3M9.8KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M3.6KQ1 2026OLDER
Second Line Capital, LLC$528M AUM0.04%$228,145705Q1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.04%$1M3.4KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M4.1KQ1 2026OLDER
PAX Financial Group, LLC$586M AUM0.04%$244,061624Q4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$22M65.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.04%$7M19.7KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.04%$569,3011.7KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.04%$395,067929Q3 2025OLDER
Venturi Wealth Management, LLC$2.2B AUM0.04%$887,2912.6KQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.04%$601,6631.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$12M34.6KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.04%$481,9791.4KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.04%$345,7601.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M6.4KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.04%$21M60.2KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.04%$2M6.4KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.04%$432,8881.3KQ1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.04%$203,971597Q1 2026OLDER
Abacus Planning Group, Inc.$743M AUM0.04%$274,353803Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.04%$13M37.5KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.04%$212,630500Q3 2025OLDER
Gilbert & Cook, Inc.$774M AUM0.04%$278,453815Q1 2026OLDER
FORA Capital, LLC$1.4B AUM0.04%$487,5341.4KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.04%$570,9771.7KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$223,421571Q4 2025OLDER
Keebeck Wealth Management$889M AUM0.04%$313,644918Q1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.04%$332,777974Q1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.04%$108,731278Q4 2025OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.03%$3M7.5KQ1 2026OLDER
KPP Advisory Services LLC$689M AUM0.03%$233,695684Q1 2026OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.03%$502,7511.3KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.03%$2M5.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M8.5KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.03%$517,2731.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$799,1432.3KQ1 2026OLDER
Promus Capital, LLC$157M AUM0.03%$50,606119Q3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$1M2.9KQ4 2025OLDER
Kestra Investment Management, LLC$5.8B AUM0.03%$2M5.4KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$76M221.7KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.03%$444,1581.3KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.03%$3M7.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$403,2451.0KQ4 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$797,8222.3KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.03%$290,596851Q1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$262,395768Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M9.4KQ1 2026OLDER
Voya Financial Advisors, Inc.$1.0B AUM0.03%$272,305832Q1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M19.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M6.5KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M5.0KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.03%$241,408707Q1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$439,7161.3KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.02%$456,1161.3KQ1 2026OLDER
Roundview Capital LLC$1.6B AUM0.02%$373,804879Q3 2025OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.02%$208,093489Q3 2025OLDER
CONNABLE OFFICE INC$1.0B AUM0.02%$237,454695Q1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.02%$230,621675Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$771,8102.3KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.02%$480,3741.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M6.6KQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.02%$328,052960Q1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$550,0731.6KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$936,9162.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$102M299.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M4.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M11.9KQ1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.02%$322,527944Q1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M4.5KQ1 2026OLDER
NICOLET BANKSHARES INC$2.7B AUM0.02%$547,7521.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$37M108.9KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.02%$5M15.0KQ1 2026OLDER
Sava Infond d.o.o.$705M AUM0.02%$136,664400Q1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$201,666590Q1 2026OLDER
DEARBORN PARTNERS LLC$1.8B AUM0.02%$352,2511.0KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$282,443827Q1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.02%$259,662760Q1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$297,419760Q4 2025OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$39,112100Q4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$5M13.7KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.02%$206,940600Q1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$760,4402.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$22M63.0KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$385,253985Q4 2025OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$325,412832Q4 2025OLDER
Swedbank AB$95.1B AUM0.02%$17M49.1KQ1 2026OLDER
Hills Bank & Trust Co$2.1B AUM0.02%$360,1101.1KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.02%$460,2161.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$318M931.3KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.02%$715,4392.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$930,3402.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$17M51.2KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$338,254990Q1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.02%$476,9571.4KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.02%$439,4091.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.02%$2M4.9KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M7.6KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$41,58298Q3 2025OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.01%$209,228492Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$249M636.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M5.1KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M9.7KQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.01%$40,658119Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$31M93.5KQ1 2026OLDER
SIMA Wealth Partners, LLC$105M AUM0.01%$15,41240Q2 2026
ALLSTATE CORP$9.4B AUM0.01%$1M4.0KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$5M16.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$186,889547Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$228M661.2KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.01%$498,6781.3KQ4 2025OLDER
Abich Financial Wealth Management LLC$281M AUM0.01%$39,54993Q3 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$92M268.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$482,8991.4KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.01%$218,321639Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$15,64440Q4 2025OLDER
eCIO, Inc.$228M AUM0.01%$28,55273Q4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M20.7KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.01%$48,889125Q4 2025OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$313,986919Q1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$811,3482.4KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.01%$696,9862.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$743M2.17MQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$396,768933Q3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$47M137.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$29M86.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$48M140.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$389,4931.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M6.1KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$451,6751.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M4.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$577,0641.7KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$812M2.08MQ4 2025OLDER
Index Fund Advisors, Inc.$2.2B AUM0.01%$249,535638Q4 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$579,6301.4KQ3 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.01%$92,590271Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$7M20.1KQ1 2026OLDER
Abound Wealth Management$440M AUM0.01%$49,911146Q1 2026OLDER
Tandem Investment Advisors, Inc.$2.0B AUM0.01%$229,937673Q1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M7.2KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.01%$18,71244Q3 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$154,681469Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M6.1KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$10M28.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$20M59.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M13.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M7.8KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$8M20.6KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$913,7892.7KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$208,413610Q1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$419,2171.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$751,6522.2KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$2M4.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M3.0KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.01%$20,50060Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M8.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$63M185.4KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$201,036514Q4 2025OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M5.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M5.5KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$220,712646Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$365,9181.1KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.01%$30,07188Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M25.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$145M429.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$50M147.1KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$270,936793Q1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$22,96454Q3 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.01%$132,590339Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$17M49.8KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.01%$44,757131Q1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M5.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$777,3761.8KQ3 2025OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.01%$182,105533Q1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$627,6291.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$65M191.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$9M27.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$15M43.7KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$475,9721.2KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$580,8221.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$337M986.4KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$361,1621.1KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$411,3741.2KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$348,1521.0KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.01%$119,581350Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$236M692.0KQ1 2026OLDER
Capital Asset Advisory Services LLC$2.6B AUM0.01%$201,611503Q4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M5.5KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.01%$2M5.5KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$49,883146Q1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$343,9041.0KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.01%$3M7.1KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$210,419638Q2 2026
PRUDENTIAL PLC$17.1B AUM0.01%$1M3.9KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$906,4242.7KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.01%$1M3.0KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M35.4KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$9,90829Q1 2026OLDER
Birchwood Financial Partners, Inc.$104M AUM0.01%$7,51722Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M6.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$220,285518Q3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$351,5681.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$98M285.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$2M5.1KQ4 2025OLDER
Americana Partners, LLC$3.9B AUM0.01%$268,545786Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$390,733999Q4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M11.7KQ1 2026OLDER
BAYBAN$115M AUM0.01%$7,85823Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$355,3271.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$13,29834Q4 2025OLDER
Main Street Group, LTD$340M AUM0.01%$22,87667Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$31,29080Q2 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$535,3021.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$14M42.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$27M78.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$37M108.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M4.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M4.5KQ4 2025OLDER
Heritage Wealth Advisors$2.6B AUM0.01%$165,705485Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M13.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$800,5092.3KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.01%$195,430572Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$3M9.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$426,3921.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$277,087811Q1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$603,6201.8KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$845,2672.5KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$615Q4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M20.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$31,43392Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$21M62.6KQ1 2026OLDER
Navalign, LLC$396M AUM0.01%$23,50960Q4 2025OLDER
MAI Capital Management$17.7B AUM0.01%$1M3.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M11.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$7,43521.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M5.6KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$255,903749Q1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$252,145738Q1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$209,261432Q3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$4M9.7KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$4M10.9KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$3M9.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$22M65.5KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$236,830693Q1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$465,2191.4KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$70,724207Q1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$203,702521Q4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M6.6KQ1 2026OLDER
Clark Wealth Partners$149M AUM0.00%$7,82220Q4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$384,3891.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$5M16.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$3M7.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$4M11.7KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$267,127782Q1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$866,1012.5KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$213,484502Q3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M12.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M4.7KQ1 2026OLDER
Amundi$367.1B AUM0.00%$16M47.1KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$1M2.6KQ3 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$335,530789Q3 2025OLDER
World Investment Advisors$6.2B AUM0.00%$260,728763Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$402,4751.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13M32.4KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$4M12.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$6M13.3KQ3 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$160,359410Q4 2025OLDER
Elyxium Wealth, LLC$312M AUM0.00%$14,08036Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$26M75.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$19M54.7KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$1M3.8KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$34,166100Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$1M3.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$15M44.2KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$8,88426Q1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$298,425763Q4 2025OLDER
Robbins Farley$226M AUM0.00%$8,50620Q3 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$213,359624Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$18M53.7KQ2 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$334,827980Q1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$290,469850Q1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$3,42511Q1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$229,254671Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M3.0KQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.00%$7,87822Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M5.2KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$5,46716Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$405,5541.2KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$140,715412Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M6.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$10M28.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$28,69984Q1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$227,280581Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2M4.4KQ4 2025OLDER
MidFirst Bank$1.2B AUM0.00%$34,849102Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$369,608945Q4 2025OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.00%$287,473735Q4 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$60,474177Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$298,807864Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$357,0351.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$4M12.6KQ1 2026OLDER
Hilltop National Bank$468M AUM0.00%$12,86339Q2 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M3.6KQ3 2025OLDER
Colonial Trust Co / SC$735M AUM0.00%$20,06559Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$337,902989Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$781,4572.0KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M7.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M4.3KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$272,292696Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$24M69.6KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$213,203624Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M5.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$70,244208Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M3.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$286,311838Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$465,0541.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M30.2KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$687,7622.0KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$22,20865Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$17,08257Q1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$994,2582.3KQ3 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$170,104400Q3 2025OLDER
Vanguard National Trust Co$1.6B AUM0.00%$35,533104Q1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$343,0271.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$861,3252.5KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$466,7081.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$526,8401.5KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$59,790175Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$385,3931.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$439,3751.3KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$233,042548Q3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$290,411850Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$565,4671.7KQ1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.00%$6,83320Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$400,680942Q3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$395,9841.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$17M49.6KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$1M3.4KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$4,25410Q3 2025OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.00%$191,570550Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M15.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M19.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$203,288595Q1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$975,0982.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M30.7KQ1 2026OLDER
Walsh & Associates, LLC$101M AUM0.00%$1,7085Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M3.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$10,25030Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M9.0KQ1 2026OLDER

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