SEC 13F Intelligence

MKSIMKS INC.

CUSIP 55306N104 · Yahoo Finance ↗ · Google Finance ↗

Mks Inc. (MKSI) has 611 institutional holders in Filings Flow’s 13F database, together reporting 69.04M shares worth $14.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Invesco Ltd..

Institutional Holders
611
Q1 2026
Reported Value
$14.6B
Ticker
MKSI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 309Q4 ’18Q1 ’19: 288Q2 ’19: 271Q2 ’19Q3 ’19: 270Q2 ’21: 344Q2 ’21Q4 ’21: 371Q4 ’22: 294Q4 ’22Q4 ’25: 508Q1 ’26: 611Q1 ’26Q2 ’26: 38filingsflow.com
Total reported value
Q4 ’18: $14.2BQ4 ’18Q1 ’19: $16.1BQ2 ’19: $7.6BQ2 ’19Q3 ’19: $11.4BQ2 ’21: $44.4BQ2 ’21Q4 ’21: $41.9BQ4 ’22: $3.2BQ4 ’22Q4 ’25: $10.6BQ1 ’26: $14.6BQ1 ’26Q2 ’26: $106Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fourier Capital Management Ltd$100M AUM16.30%$16M71.0KQ1 2026OLDER
FengHe Fund Management Pte. Ltd.$724M AUM14.49%$105M456.3KQ1 2026OLDER
Blue Grotto Capital, LLC$868M AUM9.93%$86M375.0KQ1 2026OLDER
Spear Advisors LLC$134M AUM6.10%$8M35.7KQ1 2026OLDER
LIGHT STREET CAPITAL MANAGEMENT, LLC$534M AUM5.26%$28M122.3KQ1 2026OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM5.03%$8M34.2KQ1 2026OLDER
Divisar Capital Management LLC$392M AUM5.01%$20M85.5KQ1 2026OLDER
Candelo Capital Management LP$121M AUM5.01%$6M35.1KQ4 2025OLDER
Park West Asset Management LLC$1.2B AUM4.86%$57M249.2KQ1 2026OLDER
Talos Eurisko Asset Management LP$585M AUM4.48%$26M114.0KQ1 2026OLDER
Harvey Partners, LLC$1.3B AUM4.45%$56M243.4KQ1 2026OLDER
Rivermont Capital Management LP$475M AUM4.24%$20M87.5KQ1 2026OLDER
Expect Equity LLC$104M AUM4.08%$4M18.5KQ1 2026OLDER
Whale Rock Capital Management LLC$7.7B AUM3.88%$300M1.31MQ1 2026OLDER
DENDUR CAPITAL LP$1.4B AUM3.61%$49M214.5KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM3.44%$37M162.8KQ1 2026OLDER
Delta Global Management LP$1.2B AUM2.84%$35M151.1KQ1 2026OLDER
Contour Asset Management LLC$3.1B AUM2.80%$86M374.9KQ1 2026OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM2.79%$16M67.7KQ1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM2.53%$31M134.7KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM2.50%$34M148.4KQ1 2026OLDER
TREMBLANT CAPITAL GROUP$3.1B AUM2.44%$76M329.8KQ1 2026OLDER
Southpoint Capital Advisors LP$4.9B AUM2.23%$96M600.0KQ4 2025OLDER
Mizuho Markets Cayman LP$1.9B AUM2.16%$40M175.0KQ1 2026OLDER
SAMLYN CAPITAL, LLC$5.9B AUM1.95%$114M496.7KQ1 2026OLDER
Roubaix Capital, LLC$214M AUM1.94%$4M33.6KQ3 2025OLDER
Wellington Shields Capital Management, LLC$666M AUM1.80%$12M52.2KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM1.74%$65M282.2KQ1 2026OLDER
Tairen Capital Ltd$924M AUM1.70%$16M68.5KQ1 2026OLDER
KR Capital LP$499M AUM1.70%$8M36.8KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM1.51%$10M23.0KQ2 2026
Hel Ved Capital Management Ltd$844M AUM1.44%$12M52.8KQ1 2026OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM1.41%$28M120.0KQ1 2026OLDER
Shellback Capital, LP$703M AUM1.35%$9M41.2KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM1.34%$5M23.1KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM1.28%$56M242.1KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM1.24%$9M55.3KQ4 2025OLDER
Ceredex Value Advisors LLC$3.2B AUM1.23%$39M169.5KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM1.22%$8M35.0KQ1 2026OLDER
SIRIOS CAPITAL MANAGEMENT L P$825M AUM1.18%$10M42.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM1.15%$37M160.9KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM1.12%$66M288.2KQ1 2026OLDER
Optimize Financial Inc$203M AUM1.08%$2M13.4KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM1.04%$18M76.8KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM1.01%$241M1.05MQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.96%$78M338.3KQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.96%$4M18.0KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.92%$6M25.5KQ1 2026OLDER
Tyro Capital Management LLC$921M AUM0.92%$8M36.9KQ2 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.92%$93M403.7KQ1 2026OLDER
Dean Capital Management$241M AUM0.87%$2M9.1KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.82%$58M250.6KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM0.71%$9M37.2KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.66%$8M33.0KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.63%$2M8.1KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.61%$721,6033.1KQ1 2026OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM0.59%$9M41.3KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.59%$4M18.1KQ1 2026OLDER
Bowie Capital Management, LLC$2.7B AUM0.55%$15M64.6KQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM0.55%$48M210.0KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.52%$14M60.1KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.48%$12M50.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.47%$370M1.61MQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.42%$4M15.8KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.40%$3M20.9KQ3 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.38%$37M161.3KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.38%$669,8962.9KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.38%$5M21.6KQ1 2026OLDER
Aequim Alternative Investments LP$5.2B AUM0.38%$19M84.3KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.32%$429,0511.3KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.32%$10M42.7KQ1 2026OLDER
Quantedge Capital Pte Ltd$183M AUM0.30%$639,2004.0KQ4 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.29%$7M55.1KQ3 2025OLDER
BCM ADVISORS, LLC$507M AUM0.28%$1M4.9KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.28%$5M31.9KQ4 2025OLDER
Channing Capital Management, LLC$3.9B AUM0.26%$10M44.4KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.26%$1M4.8KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.25%$329M1.43MQ1 2026OLDER
Archer Investment Corp$469M AUM0.25%$1M5.1KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.24%$2M9.3KQ1 2026OLDER
GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM0.24%$12M74.2KQ4 2025OLDER
Monolith Management Ltd$332M AUM0.24%$797,4403.5KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.24%$4M17.6KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.23%$1M6.3KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.23%$3M12.1KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.23%$8M36.5KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.22%$12M54.3KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM0.22%$10M45.6KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.22%$755,8453.3KQ1 2026OLDER
Old West Investment Management, LLC$923M AUM0.22%$2M8.8KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.22%$2M8.2KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.21%$2M7.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.21%$799,5093.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.20%$700,6913.0KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.19%$2M8.1KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.18%$2M8.3KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.18%$69M298.4KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.18%$8M36.7KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.17%$9M56.3KQ4 2025OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.17%$775,8393.4KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.17%$2M10.0KQ1 2026OLDER
Fairvoy Private Wealth, LLC$419M AUM0.17%$705,5173.1KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.17%$14M111.1KQ3 2025OLDER
Dorsey Wright & Associates$807M AUM0.16%$1M5.8KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.16%$1M4.9KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.16%$22M97.8KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.16%$16M69.4KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.16%$1M6.0KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.15%$1M4.8KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.15%$3M14.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.15%$38M166.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.15%$8M17.2KQ2 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.15%$851,9834.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.15%$2M8.4KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.14%$320,3551.4KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.14%$204,222888Q1 2026OLDER
Alpine Global Management, LLC$668M AUM0.14%$639,2004.0KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.14%$45M195.4KQ1 2026OLDER
AQR Arbitrage LLC$6.1B AUM0.13%$6M40.1KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.13%$855M3.72MQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.13%$9M39.4KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.13%$202M878.8KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.13%$1M5.4KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.13%$876,2663.8KQ1 2026OLDER
INNEALTA CAPITAL, LLC$161M AUM0.12%$229,4731.4KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.12%$36M158.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.12%$94M407.4KQ1 2026OLDER
ANB BANK$247M AUM0.12%$295,9951.3KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.11%$465,1273.8KQ3 2025OLDER
Diametric Capital, LP$385M AUM0.11%$304,9692.5KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.11%$10M43.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.11%$14M60.1KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.11%$1M5.6KQ1 2026OLDER
Capital International Investors$426.5B AUM0.11%$452M1.97MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.11%$570,3882.5KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM0.10%$581,7981.3KQ2 2026
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM0.10%$229,8101.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.10%$487,9013.9KQ3 2025OLDER
State of Wyoming$844M AUM0.10%$841,1053.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.10%$60M259.7KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.10%$17M74.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.10%$3M12.3KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.10%$764,4044.8KQ4 2025OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.09%$2M9.4KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.09%$152,824665Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.09%$3M12.4KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.09%$206M894.4KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.08%$558,4382.4KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.08%$5M21.0KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.08%$92M400.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.08%$19M82.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.08%$421M1.83MQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.08%$4M19.5KQ1 2026OLDER
BOURNE LENT ASSET MANAGEMENT INC$272M AUM0.08%$213,493929Q1 2026OLDER
INCEPTIONR LLC$415M AUM0.08%$322,9162.6KQ3 2025OLDER
EQUITABLE TRUST CO$2.2B AUM0.08%$2M7.2KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.08%$2M10.7KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.08%$510,1782.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.08%$141M614.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.07%$32M137.7KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.07%$1M3.3KQ2 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.07%$43M186.0KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.07%$11M47.1KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.07%$6M24.2KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.07%$25M107.3KQ1 2026OLDER
TT International Asset Management LTD$783M AUM0.07%$554,5061.3KQ2 2026
AGF MANAGEMENT LTD$22.3B AUM0.07%$16M68.1KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$559,1282.4KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.07%$71M326.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.07%$733,4751.6KQ2 2026
OSSIAM$5.7B AUM0.07%$5M41.2KQ3 2025OLDER
Bull Harbor Capital LLC$373M AUM0.06%$241,5301.1KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.06%$294,1571.3KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.06%$344,7151.5KQ1 2026OLDER
STEPH & CO$351M AUM0.06%$221,077962Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.06%$137M616.5KQ1 2026OLDER
Somerset Trust Co$354M AUM0.06%$221,066497Q2 2026
LEUTHOLD GROUP, LLC$939M AUM0.06%$584,1772.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.06%$2M8.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M7.0KQ4 2025OLDER
Legacy Capital Group California, Inc.$263M AUM0.06%$250,0871.6KQ4 2025OLDER
Polar Capital Holdings Plc$28.2B AUM0.06%$17M72.2KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.06%$2M7.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.06%$5M19.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.06%$7M28.9KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.05%$472,7192.1KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.05%$314,1501.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.05%$1M3.2KQ2 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.05%$5M19.8KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.05%$526,7252.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.05%$2M8.0KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.05%$1M4.4KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.05%$3M15.0KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.05%$2M3.9KQ2 2026
Quantbot Technologies LP$2.4B AUM0.05%$1M5.6KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.05%$3M14.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.05%$64M278.7KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.05%$12M52.0KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.05%$603,2512.6KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.05%$4M15.2KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.05%$1M5.1KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$509,6023.2KQ4 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.05%$2M10.0KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.05%$227,3951.4KQ4 2025OLDER
UBS Group AG$666.3B AUM0.05%$308M1.34MQ1 2026OLDER
Optas, LLC$661M AUM0.05%$300,1321.3KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.05%$1M5.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.05%$5M20.1KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.05%$309,5541.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.05%$390,7121.70MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.04%$847M3.69MQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.04%$119,501520Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.04%$6M26.0KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.04%$226,822987Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.04%$4M19.0KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.04%$275,952331Q4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.04%$4M16.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.04%$3M13.8KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M8.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.04%$10M45.2KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.04%$382,8631.7KQ1 2026OLDER
Capital World Investors$732.9B AUM0.04%$294M1.28MQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.04%$211,885922Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$192M835.3KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$29M127.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$89,648561Q4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.04%$9M38.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$8M33.0KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.04%$10M43.5KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.04%$763,8883.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.04%$238M1.03MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.04%$1M4.5KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.04%$2M6.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.04%$23M100.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$24M103.6KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.04%$427,007960Q2 2026
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.04%$200,394872Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$19M83.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.04%$41M180.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.04%$191M832.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$65M281.0KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.03%$214,9891.7KQ3 2025OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.03%$82,307665Q3 2025OLDER
Jain Global LLC$24.2B AUM0.03%$8M34.4KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$333,9251.5KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.03%$604,8952.6KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.03%$987,9433.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$1M4.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.03%$2M7.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.03%$199M866.6KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.03%$37,572303Q3 2025OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.03%$594,2531.3KQ2 2026
eCIO, Inc.$228M AUM0.03%$62,961394Q4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.03%$6M27.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.03%$441M2.10MQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.03%$628,7612.7KQ1 2026OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.03%$402,1681.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$9M37.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.03%$2M5.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$109M475.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.03%$1.5B6.64MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$11M49.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.03%$6M39.9KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$14M112.9KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$302,1821.9KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$13M57.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$4M18.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$96M417.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.02%$50M223.8KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.02%$3M12.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.02%$87M378.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.02%$183M795.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$444M1.93MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$76M338.0KQ1 2026OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM0.02%$204,531890Q1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.02%$65,227527Q3 2025OLDER
Andra AP-fonden$8.4B AUM0.02%$2M14.6KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M9.3KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$7M29.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$23M98.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$354M1.54MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.02%$30M245.6KQ3 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$444,0842.8KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$23M101.2KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$252,0051.6KQ4 2025OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$318,2871.4KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.02%$603,0212.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M10.8KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$942,3123.4KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.02%$920,8494.0KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.02%$245,530552Q2 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$5M23.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$4M16.8KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$4M16.1KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.02%$451,3472.0KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$296,9261.3KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.02%$2M7.3KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.02%$723,2451.6KQ2 2026
Qube Research & Technologies Ltd$89.9B AUM0.02%$17M74.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$18M77.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$5M20.2KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.02%$339,2001.5KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.02%$5M36.9KQ3 2025OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.02%$356,2061.6KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.02%$7M29.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.02%$31M132.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$170,059740Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$810,7703.5KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$28M123.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.2B7.49MQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$693M3.01MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$131M569.2KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.02%$12M72.3KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.02%$2M6.6KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.02%$753,0873.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M8.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.02%$848,0595.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$28M120.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$34M148.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$51M319.9KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$204,071888Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$473M2.06MQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.02%$479,6132.1KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M8.3KQ1 2026OLDER
Amundi$367.1B AUM0.02%$59M254.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M8.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$769,4043.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$4M18.2KQ1 2026OLDER
DeepCurrents Investment Group LLC$3.1B AUM0.02%$594,09648Q3 2025OLDER
Carolina Wealth Advisors, LLC$255M AUM0.02%$38,69887Q2 2026
Resonant Capital Advisors, LLC$1.9B AUM0.02%$287,2631.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.02%$7M31.5KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$4M19.0KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M9.1KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.01%$35,621155Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$132M574.3KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.01%$201,084875Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M15.1KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$551,7742.4KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$2M11.7KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.01%$533,3151.2KQ2 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$54,695238Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$425,6231.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$6M26.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M14.8KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$11M24.0KQ2 2026
Truvestments Capital LLC$554M AUM0.01%$73,386319Q1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M9.2KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$882,9303.8KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$367,6961.6KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$9M38.7KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.01%$284,2851.8KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$1M4.4KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$254,5702.1KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$14M61.4KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$317,3681.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$8M35.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M47.2KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$213,953931Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$4M17.0KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$982,2084.3KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.01%$17,92678Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.01%$234,8661.0KQ1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.01%$201,084875Q1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$499,8372.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$8M33.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$40M175.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$56M243.0KQ2 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$217,9671.4KQ4 2025OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$368,294828Q2 2026
True Wealth Design, LLC$360M AUM0.01%$37,230162Q1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$428,4773.5KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$4M30.5KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$31M133.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$27M117.1KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$270,9461.2KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$344,6992.8KQ3 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$27,699224Q3 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.01%$16,77673Q1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$312,5421.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$47M203.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M9.7KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$347,5721.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$8M63.2KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M7.3KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$881,4803.8KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$48M387.2KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.01%$37M161.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$3M14.6KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$890,5143.9KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$360,3421.6KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$16,995106Q4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$497,5402.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$6M26.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$12M52.1KQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM0.01%$366,4833.0KQ3 2025OLDER
Utah Retirement Systems$9.8B AUM0.01%$827,3163.6KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.01%$57,453250Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$532,2712.3KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$90,813387Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M19.3KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$154,662673Q1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M7.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$7M28.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$717,8083.1KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$364,4781.6KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$254,1371.1KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$227,8751.4KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$257,3861.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$107M463.7KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$249,3441.1KQ1 2026OLDER
Boston Partners$95.5B AUM0.01%$7M31.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M16.9KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.01%$8,96339Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$979,9794.3KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$20,22488Q1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$384,9311.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$196,801935Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M17.3KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$10M45.2KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$6M25.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$764,8093.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$6M26.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$56M245.6KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$52,857230Q1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$462,1472.0KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$285,9092.3KQ3 2025OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.01%$43,945275Q4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$1M5.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$35M153.0KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.01%$6,66429Q1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$22,06296Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M5.2KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$5M22.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.01%$26,198114Q1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.01%$3M12.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$9M37.0KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$516,1532.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$5M21.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$94M590.5KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.01%$573,3762.5KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$492,0232.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$4M16.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$843,4033.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$6M25.8KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.01%$10,00044Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$1M4.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$23M99.2KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$310,7031.4KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$516,6442.3KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.01%$3M13.0KQ1 2026OLDER
Bravera Wealth$222M AUM0.01%$11,49150Q1 2026OLDER
Westend Capital Management, LLC$333M AUM0.01%$17,23675Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$9M55.1KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$1M8.6KQ3 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$362,8701.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$3M13.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$781,8133.4KQ2 2026
Arkadios Wealth Advisors$6.1B AUM0.00%$301,3221.3KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$371,2152.3KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$21M90.0KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$2M15.0KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$3M11.3KQ1 2026OLDER
Fairman Group, LLC$117M AUM0.00%$5,51524Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$337,3611.5KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M10.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M75.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M5.6KQ2 2026
MGO ONE SEVEN LLC$5.0B AUM0.00%$230,2701.0KQ1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$11,95052Q1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$281,6711.2KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$15,12434Q2 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$727,4103.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$243,1551.1KQ2 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$636,5742.8KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.00%$9,88143Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M17.8KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$4,82621Q1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.00%$182,001768Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$8M33.7KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$7,56217Q2 2026
Hilltop National Bank$468M AUM0.00%$18,68242Q2 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$2M7.0KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$1,98016Q3 2025OLDER
ROGCO, LP$300M AUM0.00%$11,72051Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$793,3043.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$9M39.8KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$226,878961Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$24,820108Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$27,578120Q1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$8,45119Q2 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$472,0302.1KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$1M5.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$673,7302.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$120,386455Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$722,6113.1KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$275,6371.2KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$91,924400Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$7M30.4KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$445,6021.9KQ1 2026OLDER

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