SEC 13F Intelligence

MKTXMARKETAXESS HLDGS INC

CUSIP 57060D108 · Yahoo Finance ↗ · Google Finance ↗

Marketaxess Hldgs Inc (MKTX) has 444 institutional holders in Filings Flow’s 13F database, together reporting 38.09M shares worth $6.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Primecap Management Co/Ca/.

Institutional Holders
444
Q1 2026
Reported Value
$6.0B
Ticker
MKTX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 302Q4 ’18Q1 ’19: 296Q2 ’19: 370Q2 ’19Q3 ’19: 413Q2 ’21: 501Q2 ’21Q4 ’21: 456Q4 ’22: 462Q4 ’22Q4 ’25: 474Q1 ’26: 444Q1 ’26Q2 ’26: 17filingsflow.com
Total reported value
Q4 ’18: $13.4BQ4 ’18Q1 ’19: $32.8BQ2 ’19: $52.7BQ2 ’19Q3 ’19: $56.5BQ2 ’21: $123.8BQ2 ’21Q4 ’21: $115.2BQ4 ’22: $4.9BQ4 ’22Q4 ’25: $6.2BQ1 ’26: $6.0BQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
North Reef Capital Management LP$2.9B AUM10.65%$309M1.88MQ1 2026OLDER
GUARDCAP ASSET MANAGEMENT Ltd$1.7B AUM6.09%$106M643.4KQ1 2026OLDER
RDST Capital LLC$1.0B AUM4.69%$49M295.3KQ1 2026OLDER
Goodman Financial Corp$582M AUM2.36%$14M83.2KQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM2.22%$26M160.0KQ1 2026OLDER
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM1.84%$7M39.5KQ1 2026OLDER
Robertson Opportunity Capital, LLC$260M AUM1.83%$5M28.8KQ1 2026OLDER
Alamar Capital Management, LLC$181M AUM1.56%$3M15.6KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM1.47%$5M28.9KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM1.41%$2M12.2KQ3 2025OLDER
Burgundy Asset Management Ltd.$10.6B AUM1.20%$127M692.2KQ3 2025OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM1.19%$5M31.4KQ1 2026OLDER
Findlay Park Partners LLP$7.2B AUM1.11%$79M480.6KQ1 2026OLDER
ICICI Prudential Asset Management Co Ltd$833M AUM0.98%$8M49.3KQ1 2026OLDER
Elevate Capital Advisors, LLC$155M AUM0.89%$1M7.3KQ3 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.76%$2M10.6KQ4 2025OLDER
Parvin Asset Management, LLC$139M AUM0.69%$951,9355.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.58%$2M12.7KQ4 2025OLDER
Davis Asset Management, L.P.$3.5B AUM0.52%$18M108.8KQ1 2026OLDER
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM0.51%$2M10.5KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.49%$10M58.3KQ1 2026OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.48%$4M20.4KQ3 2025OLDER
Champlain Investment Partners, LLC$7.9B AUM0.44%$35M210.1KQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.44%$438,2392.5KQ3 2025OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.43%$552M3.35MQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM0.42%$37M226.2KQ1 2026OLDER
Gator Capital Management, LLC$489M AUM0.41%$2M11.1KQ4 2025OLDER
FJ Capital Management LLC$888M AUM0.41%$4M20.3KQ4 2025OLDER
Dockside LLC$397M AUM0.35%$1M7.6KQ4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.34%$17M104.2KQ1 2026OLDER
Stiles Financial Services Inc$327M AUM0.34%$1M6.8KQ1 2026OLDER
Alpha Omega Wealth Management LLC$617M AUM0.29%$2M10.9KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.29%$39M239.3KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.28%$1M6.4KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.25%$487,3513.0KQ1 2026OLDER
MATAURO, LLC$692M AUM0.23%$1M8.3KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.23%$55M332.8KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.23%$6M39.4KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.21%$422,1842.6KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.21%$1M7.6KQ3 2025OLDER
Credit Capital Investments LLC$110M AUM0.20%$217,5001.2KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.20%$996,7105.7KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.20%$443M2.68MQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.20%$9M49.5KQ4 2025OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.20%$375,9132.1KQ4 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.19%$4M24.4KQ3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.19%$3M17.6KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.18%$4M24.9KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.18%$424,6592.6KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.17%$571,4913.5KQ1 2026OLDER
POINCIANA ADVISORS GROUP, LLC$127M AUM0.17%$218,5881.2KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.17%$1M6.4KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.17%$2M12.1KQ3 2025OLDER
Scientech Research LLC$120M AUM0.17%$266,9811.5KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.17%$432,1402.5KQ3 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.17%$399,9122.4KQ2 2026
Sivia Capital Partners, LLC$516M AUM0.17%$854,2665.2KQ1 2026OLDER
NIA IMPACT ADVISORS, LLC$225M AUM0.16%$482,9412.7KQ4 2025OLDER
Prana Capital Management, LP$3.3B AUM0.16%$5M31.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.16%$389,9521.7KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.15%$204,4571.24MQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.15%$3M16.7KQ1 2026OLDER
R Squared Ltd$182M AUM0.14%$262,3181.6KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.14%$558,2973.2KQ3 2025OLDER
Crawford Fund Management, LLC$520M AUM0.13%$692,9164.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.13%$29M173.9KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.13%$288,2201.7KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.13%$6M34.3KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.13%$27M152.7KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.12%$159M966.0KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.12%$2M10.5KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.12%$1M7.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.12%$1M8.0KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.11%$4M26.5KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.11%$856,2465.2KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.10%$3M18.0KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.10%$312,2501.5KQ3 2025OLDER
MYDA Advisors LLC$608M AUM0.10%$543,7503.0KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.10%$977,0205.6KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.10%$32M192.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.10%$13M75.4KQ3 2025OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM0.10%$5M27.5KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.10%$230,7191.3KQ1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.08%$205,8571.2KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.08%$12M70.4KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.08%$18M108.1KQ1 2026OLDER
Odyssean, LLC$274M AUM0.08%$227,8371.4KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.08%$199M1.21MQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.08%$3M18.3KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.08%$537,0443.0KQ4 2025OLDER
111 Capital$406M AUM0.08%$408,2682.3KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$431,6972.6KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.07%$2M13.6KQ4 2025OLDER
Argos Wealth Advisors, LLC$348M AUM0.07%$257,5341.6KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.07%$7M39.2KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.07%$86M524.0KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.07%$348,6032.1KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.07%$2M11.1KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.07%$232,6221.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.07%$29M174.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$283,4751.6KQ4 2025OLDER
Machina Capital S.A.S.$508M AUM0.06%$321,5461.9KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.06%$168M1.02MQ1 2026OLDER
Fi3 FINANCIAL ADVISORS, LLC$346M AUM0.06%$207,5451.3KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.06%$253,7501.4KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$42M252.8KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.05%$350,6062.0KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$15M80.1KQ4 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.05%$940,3865.7KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.05%$238,7271.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.05%$7M42.6KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.05%$191,1711.2KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M16.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$1M6.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.05%$6M32.4KQ4 2025OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM0.05%$618,2393.5KQ3 2025OLDER
Krilogy Financial LLC$3.1B AUM0.04%$1M7.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$372,8552.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$28M167.1KQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.04%$478,8532.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.04%$3M20.3KQ1 2026OLDER
Wick Capital Partners, LLC$548M AUM0.04%$231,6321.4KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.04%$706,1144.3KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.04%$504,3593.1KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.04%$49,329299Q1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$216,4131.2KQ4 2025OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM0.04%$252,1191.4KQ1 2026OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM0.04%$362,5002.0KQ4 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M14.7KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.04%$34M203.4KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.04%$24M145.6KQ1 2026OLDER
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.04%$244,6881.4KQ4 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.04%$290,5301.8KQ1 2026OLDER
Abundance Wealth Counselors$697M AUM0.04%$247,1401.5KQ1 2026OLDER
Archer Investment Corp$469M AUM0.03%$163,825993Q1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.03%$226,1881.4KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$377,8042.3KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$441,9812.7KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.03%$536,5153.3KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.03%$237,5711.4KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$409,6452.5KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.03%$319,0711.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.03%$12M74.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M24.0KQ1 2026OLDER
SYM FINANCIAL Corp$1.0B AUM0.03%$309,1731.9KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$317,4221.9KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.03%$10M60.2KQ1 2026OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.03%$649,4193.6KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.03%$102,783623Q1 2026OLDER
NATIXIS$28.0B AUM0.03%$6M35.0KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M9.8KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M12.6KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.03%$482,7312.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.03%$1M7.7KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$49M295.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.03%$53M319.3KQ1 2026OLDER
RMR Wealth Builders$1.3B AUM0.03%$322,8662.0KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.03%$35,306214Q1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.02%$535,1953.2KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$526,6163.2KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$1M7.1KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$760,7684.4KQ1 2026OLDER
NORRIS PERNE & FRENCH LLP/MI$1.5B AUM0.02%$337,1741.9KQ3 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$335,2392.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.02%$4M20.2KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$5M28.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M15.8KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$326,0002.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$34M204.9KQ1 2026OLDER
Dundas Partners LLP$1.3B AUM0.02%$264,6281.6KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.02%$242,8641.4KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M7.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$112,021679Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.02%$5M31.5KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$96M581.5KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M8.4KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.02%$2M11.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M10.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$14M84.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$288,9131.6KQ4 2025OLDER
Guardian Partners Inc.$1.2B AUM0.02%$231,6791.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$357M2.16MQ1 2026OLDER
NWAM LLC$1.7B AUM0.02%$327,3202.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M8.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.02%$350,5832.1KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$282,2811.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.02%$9M56.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.02%$562,5353.4KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.02%$7M43.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$932,9615.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$3M16.2KQ3 2025OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$38,335220Q3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.02%$2M13.7KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.02%$264,2981.6KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$30M181.8KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.02%$1M7.5KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.02%$511,1093.1KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.02%$42,169242Q3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$513,8442.8KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.02%$665,8594.0KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.02%$42,866246Q3 2025OLDER
Mariner, LLC$85.7B AUM0.02%$13M79.1KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.02%$2M13.0KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.02%$326,5861.9KQ3 2025OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M20.0KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$635,0533.9KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.01%$782,0064.7KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.01%$204,4501.1KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M35.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$28M168.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$251M1.52MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$8M47.0KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$2M13.7KQ3 2025OLDER
Essex Financial Services, Inc.$1.8B AUM0.01%$226,0191.2KQ4 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$449,3074.0KQ2 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M90.0KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$524,8563.0KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$121,590737Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M14.0KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$410,7132.3KQ4 2025OLDER
AIA Group Ltd$6.9B AUM0.01%$828,8564.6KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.01%$585,5143.5KQ1 2026OLDER
GenTrust, LLC$2.3B AUM0.01%$287,7251.7KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$672M4.08MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$11M64.8KQ3 2025OLDER
Amundi$367.1B AUM0.01%$43M258.7KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.01%$201,0851.2KQ3 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$464,4202.8KQ1 2026OLDER
Sather Financial Group Inc$1.6B AUM0.01%$204,6311.1KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$6M35.0KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.01%$17,94499Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$379,0652.3KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$6M38.9KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M7.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$696M3.84MQ4 2025OLDER
Empirical Finance, LLC$2.1B AUM0.01%$213,8141.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$802,6284.9KQ1 2026OLDER
Castle Hook Partners LP$23.4B AUM0.01%$2M11.2KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M10.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M29.3KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M6.0KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.01%$281,4721.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$38M229.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$84M509.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$503,8493.1KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.01%$11,54970Q1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$676,0884.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M8.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M16.7KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.01%$58,181321Q4 2025OLDER
CSS LLC/IL$2.1B AUM0.01%$203,0001.1KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$142M863.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$48M289.9KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$235,2621.3KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$56M338.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$777,2004.3KQ4 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.01%$2M11.6KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$76,306421Q4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M12.8KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$251,7561.4KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$701,8254.3KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.01%$57,908351Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$5M32.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M13.1KQ4 2025OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$433,6692.6KQ1 2026OLDER
Quarry LP$558M AUM0.01%$43,390263Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M27.4KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M9.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M43.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$238,8921.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M72.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$22,500104Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$211M1.28MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$248,7901.5KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$4M24.6KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$682,4342.1KQ2 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M13.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$12M73.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$6M33.7KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M6.5KQ2 2026
Perigon Wealth Management, LLC$5.5B AUM0.01%$380,6312.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$45M272.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M9.3KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$265M1.61MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$24M148.1KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.01%$59,723362Q1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$5M25.0KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$267,3441.5KQ4 2025OLDER
CNB Bank$238M AUM0.01%$15,17892Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$71,499417Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M9.6KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$733,3364.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$20M121.6KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$427,6862.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$1M8.1KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$593,1033.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M19.7KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M12.4KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.01%$3M20.4KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$15,67495Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$211,3391.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$6M35.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M8.2KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.01%$361,5942.0KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$39M236.3KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$61,744374Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$2M14.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$457,8202.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M14.1KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$7,30544.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$132,8971.2KQ2 2026
BAILLIE GIFFORD & CO$97.9B AUM0.00%$5M29.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$6M33.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$312,4751.7KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$7M39.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M20.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$5M30.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$77M424.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$71M432.8KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.00%$212,6591.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$232,3631.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M9.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$528,3163.2KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$205,2351.2KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$212,4111.2KQ3 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$335,2392.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$282,9401.7KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$555,3233.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$925,2085.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$2M13.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$32,996200Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$44,375391Q2 2026
WESTPAC BANKING CORP$1.4B AUM0.00%$56,258341Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$201,7711.2KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$720,0394.1KQ3 2025OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.00%$346,7882.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$79,520482Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$18M107.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M11.5KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$384,7942.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$15M90.7KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$531,5683.2KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$354,4252.0KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M19.2KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$18,643113Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$20M122.7KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$317,9161.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$456,8302.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$863,0105.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$44M263.9KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$16,31390Q4 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$151,330864Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$11,71471Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M15.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M10.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$20M118.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M15.1KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$644,7423.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$12M69.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$207,0601.1KQ4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$34,850200Q3 2025OLDER
Creative Planning$147.4B AUM0.00%$4M23.1KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.00%$35,99040.8KQ3 2025OLDER
&PARTNERS$20.2B AUM0.00%$495,1983.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$4M22.8KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M41.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$22,602137Q1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.00%$831,8295.0KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$4,78429Q1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$621,6883.4KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M15.4KQ2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$424,6592.6KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$28,094155Q4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$20,119111Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M37.5KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M7.8KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$329,8751.8KQ4 2025OLDER
Community Financial Services Group, LLC$686M AUM0.00%$13,166115Q2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$340,2111.9KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$194,6061.2KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M21.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$585,8443.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$24,912151Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$588,6333.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$353,3872.1KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$151,947921Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$411,4612.5KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$453,8692.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M12.6KQ3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$852,4525.2KQ1 2026OLDER
West Branch Capital LLC$373M AUM0.00%$6,16334Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$438,8002.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$14M83.3KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$38,770235Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M21.4KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$757,9884.2KQ4 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$229,3221.4KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$997,0006.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$15,83896Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,60934Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$266,0751.5KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M16.2KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$5,94036Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M14.9KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$275,8371.6KQ3 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$7,92048Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$879,7155.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$344,9212.1KQ2 2026
Rakuten Securities, Inc.$241M AUM0.00%$3,31119Q3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$301,2541.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M8.1KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$313,7921.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$637,0063.5KQ4 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$658,6004.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$962,8835.8KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$240,8711.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$964,1435.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$925,5385.6KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$2,14513Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$369,2252.2KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$690,4414.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M30.9KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$438,0222.7KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$377,8042.3KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$1,91711Q3 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$4,28926Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$5,77535Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$596,2383.6KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$293,8841.7KQ3 2025OLDER
Generali Asset Management SPA SGR$4.8B AUM0.00%$35,306214Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$546,1573.3KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$1991.1KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M17.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$6,09236.9KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$265,1231.6KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$748,5674.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$19,278117Q1 2026OLDER
Investors Research Corp$523M AUM0.00%$3,63022Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$412,4502.5KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.00%$19,213106Q4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$3,79523Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M15.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4,12525Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$8255Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$1921.1KQ3 2025OLDER
MTM Investment Management, LLC$316M AUM0.00%$1,98012Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$20,623125Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$489,6613.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,64016Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$8,44751Q1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$1,99411Q4 2025OLDER
STRS OHIO$25.2B AUM0.00%$143,863872Q1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.00%$7,12533Q4 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$9906Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M13.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$7,09543Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$377,3292.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M6.7KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,48415Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$98,493597Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$34,811211Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$588,4843.6KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,0886Q4 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$1,4508Q4 2025OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$8,57952Q1 2026OLDER
ALLIANZ SE$9.0B AUM0.00%$20,213116Q3 2025OLDER
Family Legacy Financial Solutions, LLC$124M AUM0.00%$5593Q3 2025OLDER
Kilter Group LLC$232M AUM0.00%$9906Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$73,098443Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$32,807181Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$5,77435Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$8,24950Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$13,505119Q2 2026
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,6319Q2 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$546,7443.3KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$8,53949Q3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$96,038580Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8255Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$207,2491.1KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M12.7KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$7,97644Q4 2025OLDER
Sachetta, LLC$184M AUM0.00%$4953Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$200,8901.1KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$16,20593Q3 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$18,148110Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$16,828102Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$9896Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$3492Q3 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$6,43439Q1 2026OLDER
Bangor Savings Bank$1.4B AUM0.00%$3,06427Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$204,3351.1KQ4 2025OLDER
ORG Partners LLC$568M AUM0.00%$1,2687Q4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,4859Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$7,91948Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$350,5812.1KQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$5443Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2,34814Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$4953Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$5233Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$701,7124.3KQ1 2026OLDER

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