SEC 13F Intelligence

MTHMERITAGE HOMES CORP

CUSIP 59001A102 · Yahoo Finance ↗ · Google Finance ↗

Meritage Homes Corp (MTH) has 406 institutional holders in Filings Flow’s 13F database, together reporting 66.74M shares worth $4.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
406
Q1 2026
Reported Value
$4.0B
Ticker
MTH
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 158Q4 ’18Q1 ’19: 167Q2 ’19: 175Q2 ’19Q3 ’19: 235Q2 ’21: 266Q2 ’21Q4 ’21: 288Q4 ’22: 267Q4 ’22Q4 ’25: 392Q1 ’26: 406Q1 ’26Q2 ’26: 22filingsflow.com
Total reported value
Q4 ’18: $1.8BQ4 ’18Q1 ’19: $5.3BQ2 ’19: $3.3BQ2 ’19Q3 ’19: $4.9BQ2 ’21: $14.1BQ2 ’21Q4 ’21: $15.9BQ4 ’22: $1.2BQ4 ’22Q4 ’25: $4.4BQ1 ’26: $4.0BQ1 ’26Q2 ’26: $46Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DENDUR CAPITAL LP$1.4B AUM6.69%$65M891.0KQ3 2025OLDER
Bayhunt Capital LLC$106M AUM4.37%$8M120.4KQ4 2025OLDER
Sophron Capital Management L.P.$339M AUM4.29%$15M235.3KQ1 2026OLDER
Lodge Hill Capital, LLC$518M AUM2.81%$15M235.0KQ1 2026OLDER
1492 Capital Management LLC$263M AUM2.14%$6M91.1KQ1 2026OLDER
GREENHAVEN ASSOCIATES INC$6.1B AUM1.48%$90M1.45MQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM1.30%$15M249.6KQ1 2026OLDER
Security National Bank$838M AUM1.24%$10M123.5KQ2 2026
Lisanti Capital Growth, LLC$397M AUM1.02%$4M65.3KQ4 2025OLDER
LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM0.93%$3M42.0KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.91%$29M471.6KQ1 2026OLDER
PEAK FINANCIAL ADVISORS LLC$226M AUM0.91%$2M33.1KQ1 2026OLDER
DDD Partners, LLC$1.5B AUM0.81%$12M189.2KQ1 2026OLDER
Callodine Capital Management, LP$1.4B AUM0.58%$8M135.0KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM0.54%$3M36.1KQ2 2026
ENGLISH CAPITAL MANAGEMENT LLC$171M AUM0.50%$856,91713.9KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.42%$42M675.8KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.41%$449,4537.3KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.38%$5M86.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.37%$4M57.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.36%$610,8028.4KQ3 2025OLDER
EARNEST PARTNERS LLC$24.3B AUM0.34%$83M1.35MQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.32%$820,3889.8KQ2 2026
South Shore Capital Advisors$137M AUM0.31%$430,6547.0KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.31%$10M159.4KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.29%$4M61.8KQ1 2026OLDER
Shellback Capital, LP$703M AUM0.29%$5M63.3KQ3 2025OLDER
Ausbil Investment Management Ltd$201M AUM0.27%$549,4258.8KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.25%$3M53.3KQ1 2026OLDER
Long Pond Capital, LP$1.0B AUM0.24%$3M46.5KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.23%$3M41.4KQ1 2026OLDER
Paradiem, LLC$454M AUM0.23%$968,75113.4KQ3 2025OLDER
Oakum Bay Capital LLC$187M AUM0.23%$420,5126.8KQ1 2026OLDER
BOS Asset Management, LLC$392M AUM0.22%$840,00312.8KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.22%$6M79.9KQ3 2025OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.21%$8M121.6KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.20%$534,7928.6KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.19%$26M362.3KQ3 2025OLDER
MOULTON WEALTH MANAGEMENT, INC$152M AUM0.17%$261,6513.2KQ2 2026
Sepio Capital, LP$1.8B AUM0.16%$3M47.1KQ1 2026OLDER
CFC Planning Co LLC$140M AUM0.16%$218,4193.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.15%$365,3875.6KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.15%$575,7467.9KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.14%$378,1575.2KQ3 2025OLDER
GRS Advisors, LLC$1.0B AUM0.14%$1M22.5KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.13%$35M567.4KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.13%$1M22.9KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.13%$855,74213.8KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.12%$401,9606.5KQ1 2026OLDER
Centric Wealth Management$501M AUM0.12%$580,1869.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.10%$2M27.4KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM0.10%$156,9671.9KQ2 2026
DLD Asset Management, LP$1.1B AUM0.09%$1M18.1KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.09%$21M339.3KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.08%$436,9126.6KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.08%$2M28.3KQ1 2026OLDER
111 Capital$406M AUM0.08%$313,9005.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.07%$10M168.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.07%$4M61.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.07%$42M675.2KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.07%$11M161.3KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.07%$61M838.4KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.07%$87M1.40MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.07%$14M221.5KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.07%$6M90.2KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.07%$3M49.6KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$445,2276.1KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.07%$687,53711.1KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.07%$22M298.5KQ3 2025OLDER
Kendall Capital Management$488M AUM0.07%$289,7204.0KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.07%$861,26511.9KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.06%$51M821.3KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.06%$869,15213.2KQ4 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.05%$221,2743.1KQ3 2025OLDER
Integrated Investment Consultants, LLC$471M AUM0.05%$242,1043.9KQ2 2026
Unison Advisors LLC$1.3B AUM0.05%$666,01710.8KQ1 2026OLDER
Paulson Wealth Management Inc.$427M AUM0.05%$208,7432.9KQ3 2025OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.05%$494,7208.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$270,9164.5KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.05%$230,1093.3KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$15M239.0KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.05%$927,60015.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.04%$38M617.5KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.04%$1M16.9KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.04%$253,2974.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$11M173.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$36M589.3KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$516,9218.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$5M82.3KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.04%$921,23014.9KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$201,2112.8KQ3 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.04%$6M97.7KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$571,5398.7KQ4 2025OLDER
Numerai GP LLC$997M AUM0.04%$267,2673.7KQ3 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.04%$2M32.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$178M2.88MQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.04%$330,4485.0KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M33.3KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.03%$21M344.6KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.03%$348,8395.6KQ1 2026OLDER
First Bank & Trust$680M AUM0.03%$223,5442.7KQ2 2026
Illinois Municipal Retirement Fund$7.9B AUM0.03%$3M41.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M29.6KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.03%$49,977690Q3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$642,45610.4KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.03%$8M121.2KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.03%$3M45.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$15M235.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$82,4331.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.03%$3M52.1KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.03%$690,04510.5KQ4 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.03%$4M56.7KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$6M95.0KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.02%$92,7601.5KQ1 2026OLDER
Archer Investment Corp$469M AUM0.02%$102,5821.6KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.02%$4M58.1KQ2 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$3M52.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.02%$336,3894.6KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$53M850.4KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$137,5301.9KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$16M263.6KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$602,5969.2KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$16M251.3KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$204,7523.3KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$1M16.8KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.02%$461,2037.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$585,2739.5KQ1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.02%$61,8401.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$1M23.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$4M58.5KQ1 2026OLDER
Capital World Investors$732.9B AUM0.02%$123M1.99MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$449,8555.4KQ2 2026
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.02%$3M31.5KQ2 2026
Gladstone Institutional Advisory LLC$2.7B AUM0.02%$419,9155.8KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$3M46.8KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$558,1689.0KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$1M18.7KQ4 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.02%$431,6156.6KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.02%$916,46914.8KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$220,1603.0KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$503,9968.2KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$125,8442.0KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$351,2605.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$1M17.7KQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$373,5806.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M19.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M23.2KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$9M145.4KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$1M19.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$245M3.97MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$725M11.72MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$945,65715.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$601,0859.7KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$922,52914.9KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$3M42.2KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$544,0698.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$222M3.59MQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$364,8615.5KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M40.6KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.01%$35,249570Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$20M324.7KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$18M285.3KQ1 2026OLDER
Obermeyer Wealth Partners$2.2B AUM0.01%$229,1173.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M17.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$341,4805.5KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$494,9058.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$744,18212.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$90M1.45MQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$654,37010.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$12M192.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$113,2811.4KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$376,1116.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$2M31.6KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M22.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$51M823.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$61M982.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$38M615.7KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$12,745152Q2 2026
LGT Group Foundation$8.2B AUM0.01%$746,65612.1KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$10M164.0KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$824,32713.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M16.5KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$472,7737.2KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M19.8KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$37M604.1KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$373,0296.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$5M76.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$82,3091.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$35M559.6KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$227,8803.7KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.01%$24,083366Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$11,425184.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$42M677.6KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$315,6935.1KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$18,862305Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$861,80213.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$214M3.45MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$507M7.70MQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$5M85.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$120M1.83MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M30.1KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$3M44.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M19.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M30.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M64.7KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$221,2853.4KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$26M427.3KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M24.6KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$43M691.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$103M1.66MQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$2M22.2KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$4M61.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M109.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$12M194.6KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$292,2844.4KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$313,1585.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$45M725.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M77.2KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$358,1935.8KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.01%$15,213246Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$775,29111.8KQ4 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$545,2868.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$861,18413.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M83.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$472,7677.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$10M164.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M16.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$32M520.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$693,59711.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$31,167504Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$9M139.2KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$4M47.2KQ2 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$8M124.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$11M173.6KQ1 2026OLDER
Swedbank AB$95.1B AUM0.00%$5M75.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M36.6KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$7M119.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$11,318169Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$35M565.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$178M2.88MQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M267.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$394,0006.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$6M98.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$4M66.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$377,0006.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M30.0KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$290,1534.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$515,7458.3KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M17.2KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$314,2835.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$542,5848.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M27.1KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$10,647147Q3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$958,52015.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$2M33.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,02055.5KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$20M318.3KQ2 2026
Focus Partners Wealth$89.9B AUM0.00%$3M52.8KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$297,5484.5KQ4 2025OLDER
Banco Santander, S.A.$12.4B AUM0.00%$394,8885.5KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$7M117.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$691,99911.3KQ1 2026OLDER
Founders Capital Management$205M AUM0.00%$6,926112Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$10M164.5KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$249,3813.4KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$997,78916.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M18.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$3M50.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M60.5KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$218,2593.3KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$1M21.1KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$440,5487.1KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$204,3813.3KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$609,4988.4KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$10M169.5KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.00%$18,682311Q1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$570,3509.2KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M20.7KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$38M616.4KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$10,916177Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$684,44411.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M21.3KQ3 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$7,421120Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$477,0967.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$9,770158Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$3,09250Q1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$309,6955.0KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$4,72476Q1 2026OLDER
Boreal Capital Management LLC$123M AUM0.00%$3,09250Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$16M262.0KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$6,05392Q4 2025OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.00%$268,3324.1KQ2 2026
Legal & General Group Plc$432.4B AUM0.00%$10M168.4KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$317,5485.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$11M180.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$4,53473Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$3M55.8KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$528,2998.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$230,2553.2KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$8,719141Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M82.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M51.0KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$3,85846Q2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$426,7586.9KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$4,51573Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$56,514859Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$29M490.9KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$707,75911.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M27.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M21.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M60.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M17.5KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$338,7605.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$58,687949Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M92.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M82.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$354,4685.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M32.2KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$15,151245Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M24.6KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$303,4044.6KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$40,007666Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$939,05515.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$142,3942.3KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$20,407330Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$233,2613.8KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$3,09250Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$14,235229Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M37.6KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$1,67027Q1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$8,836122Q3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$3114.3KQ3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$304,9944.9KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$215,3273.5KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$572,1977.9KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.00%$249,5244.0KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$4,90779Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$380,0086.1KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$279,2694.5KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$402,2076.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$463,1817.5KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$274,6543.8KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$648,57610.5KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$203,1313.3KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$74,5511.1KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$6,15399Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$4,76277Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$228,8083.7KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$1M21.2KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.00%$209,2043.4KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$5,69092Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$607,6399.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$702,19411.4KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$14,532235Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$7M119.4KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$145,3862.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$25,416411Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$10,204165Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$710,10911.5KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$79513Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$14,038227Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$2,56639Q4 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$281,0014.5KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$23,500380Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$7,668124Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$14,010226Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$669,17110.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$377,0216.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$42,731691Q1 2026OLDER
Investors Research Corp$523M AUM0.00%$3,55354Q4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$551,5158.9KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$70,4351.1KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$4,34660Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$30,734497Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$74312Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$209,2453.4KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,58758Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$34,549477Q3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$74,5511.1KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$333,5035.4KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$189,8573.1KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$653,62210.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$18,516292Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,44171.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,59742Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$381,7386.2KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$4958Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$239,5683.9KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$2,47440Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$400,5596.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$2,46334Q3 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$9,524154Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$5,07182Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$234,9923.8KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$289,6584.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M23.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$213,3062.9KQ3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$275,8133.8KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$999,70516.2KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$1,67027Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$249,8384.1KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$2,16535Q1 2026OLDER
Amundi$367.1B AUM0.00%$1M18.2KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$74212Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,05316Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M25.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$341,0485.5KQ1 2026OLDER
Davis Capital Management$169M AUM0.00%$4195Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$424,6906.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$136,1562.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$20,778336Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$13,172213Q2 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$83,4841.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$48,533738Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$217,3203.5KQ1 2026OLDER
Walsh & Associates, LLC$101M AUM0.00%$1863Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$240,0423.3KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$92815Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$8,658140Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$79012Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$95,0811.4KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$38,654625Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$3,16148Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$1,62126Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$83910Q2 2026
JPL Wealth Management, LLC$435M AUM0.00%$61910Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$7,773118Q4 2025OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.00%$4958Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$65,8601.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$86,0091.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$4,69656Q2 2026
Vanguard National Trust Co$1.6B AUM0.00%$1,85530Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$4958Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$47,864774Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$1,36622Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$5269Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$5929Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,39171Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$21,149342Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$3726Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$86614Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$211,5543.4KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$92114Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,53541Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$5219Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$5579Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4958Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$80313Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2,47440Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$1,01414Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$10,865150Q3 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$4958Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$88,5661.3KQ4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,23720Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$14,409233Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$2,27136Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$7,173116Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$3,40654Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$6,432104Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$2,28837Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$74212Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$12,368200Q1 2026OLDER
Trust Co$1.1B AUM0.00%$3095Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$5278Q4 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$5087Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$901Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,42223Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$621Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1242Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$68011Q1 2026OLDER
Neo Ivy Capital Management$379M AUM0.00%$651Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,72144Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$18,720312Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$14,518235Q1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$3,50757Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$7,297118Q1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$65810Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,48753Q4 2025OLDER

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