SEC 13F Intelligence

Enact holdings inc

CUSIP 62482R107

Enact Holdings Inc has 3 institutional holders in Filings Flow’s 13F database, together reporting 94.9K shares worth $17M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Cooperman Leon G.

Institutional Holders
3
Q1 2026
Reported Value
$17M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 120Q4 ’18Q1 ’19: 127Q2 ’19: 115Q2 ’19Q3 ’19: 124Q2 ’21: 210Q2 ’21Q4 ’21: 242Q4 ’22: 237Q4 ’22Q4 ’25: 6Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $1.0BQ2 ’19: $978MQ2 ’19Q3 ’19: $1.5BQ2 ’21: $6.8BQ2 ’21Q4 ’21: $7.2BQ4 ’22: $830MQ4 ’22Q4 ’25: $19MQ1 ’26: $17MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Veridan Wealth LLC$270M AUM39.19%$114M540.0KQ3 2025OLDER
OCO Capital Partners, L.P.$408M AUM25.38%$79M375.0KQ3 2025OLDER
Inherent Management Corp.$197M AUM24.09%$29M194.2KQ2 2025OLDER
Ursa Fund Management, LLC$108M AUM21.92%$20M92.7KQ3 2025OLDER
COOPERMAN LEON G$3.0B AUM18.82%$603M2.86MQ3 2025OLDER
Trium Capital LLP$142M AUM15.43%$39M187.2KQ3 2025OLDER
Twin Securities, Inc.$206M AUM12.82%$26M122.4KQ3 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM11.68%$108M641.2KQ3 2025OLDER
Nierenberg Investment Management Company, LLC$201M AUM11.36%$27M126.1KQ3 2025OLDER
Taconic Capital Advisors LP$229M AUM10.58%$24M114.9KQ3 2025OLDER
One Fin Capital Management LP$280M AUM10.40%$32M150.0KQ3 2025OLDER
KRYGER CAPITAL Ltd$1.3B AUM9.91%$86M406.9KQ3 2025OLDER
Sand Grove Capital Management LLP$444M AUM7.89%$16M105.1KQ2 2025OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM7.12%$174M824.5KQ3 2025OLDER
Westchester Capital Management, LLC$2.2B AUM7.10%$155M736.2KQ3 2025OLDER
No Street GP LP$1.5B AUM6.24%$95M450.0KQ3 2025OLDER
140 Summer Partners LP$1.6B AUM6.07%$70M331.4KQ3 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM5.23%$87M406.1KQ3 2025OLDER
Lodge Hill Capital, LLC$518M AUM5.07%$28M134.7KQ3 2025OLDER
Tiptree Advisors, LLC$172M AUM4.97%$8M37.7KQ3 2025OLDER
First Trust Capital Management L.P.$1.9B AUM4.70%$73M345.6KQ3 2025OLDER
DSC Meridian Capital LP$325M AUM4.65%$23M108.9KQ3 2025OLDER
EMG Holdings, L.P.$397M AUM4.36%$6M39.9KQ2 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM4.22%$10M48.8KQ3 2025OLDER
Kennondale Capital Management LLC$139M AUM3.88%$5M24.0KQ3 2025OLDER
South Street Advisors LLC$690M AUM3.77%$29M136.6KQ3 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM3.50%$40M191.1KQ3 2025OLDER
ValueAct Holdings, L.P.$5.7B AUM3.22%$191M904.8KQ3 2025OLDER
De Lisle Partners LLP$836M AUM3.16%$26M122.1KQ3 2025OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM3.08%$24M112.4KQ3 2025OLDER
TIG Advisors, LLC$2.2B AUM2.67%$45M210.7KQ3 2025OLDER
Oribel Capital Management, LP$2.3B AUM2.48%$79M542.6KQ3 2025OLDER
Cercano Management LLC$2.3B AUM2.30%$60M285.3KQ3 2025OLDER
HBK INVESTMENTS L P$9.9B AUM2.22%$203M950.0KQ3 2025OLDER
Third Point LLC$2.1B AUM2.17%$195M925.0KQ3 2025OLDER
Birnam Oak Advisors, LP$441M AUM2.09%$9M43.1KQ3 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM1.73%$11M51.2KQ3 2025OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM1.55%$101M480.8KQ3 2025OLDER
Caledonia (Private) Investments Pty Ltd$3.4B AUM1.55%$95M452.2KQ3 2025OLDER
Murchinson Ltd.$791M AUM1.46%$11M54.5KQ3 2025OLDER
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM1.44%$6M28.8KQ3 2025OLDER
Penbrook Management LLC$132M AUM1.43%$2M15.8KQ2 2025OLDER
COBALT CAPITAL MANAGEMENT, INC.$179M AUM1.36%$3M14.0KQ3 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM1.27%$15M99.4KQ2 2025OLDER
Pentwater Capital Management LP$19.3B AUM1.18%$210M997.0KQ3 2025OLDER
Carlson Capital, L.P.$318M AUM1.17%$3M15.0KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM1.05%$14M64.1KQ3 2025OLDER
WHITEBOX ADVISORS LLC$8.1B AUM1.03%$66M315.2KQ3 2025OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM1.01%$23M155.8KQ2 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.97%$6M29.0KQ3 2025OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.79%$4M27.2KQ2 2025OLDER
Harvest Investment Services, LLC$547M AUM0.78%$4M23.5KQ2 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.78%$18M87.0KQ3 2025OLDER
Alpine Global Management, LLC$668M AUM0.76%$4M17.9KQ3 2025OLDER
Rubric Capital Management LP$9.4B AUM0.76%$50M337.9KQ2 2025OLDER
Auxano Advisors, LLC$501M AUM0.70%$3M15.5KQ3 2025OLDER
Nicholas Investment Partners, LP$1.4B AUM0.67%$9M41.7KQ3 2025OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.67%$17M94.9KQ1 2026
Anfield Capital Management, LLC$363M AUM0.67%$2M10.8KQ3 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.67%$141M667.6KQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.60%$37M247.7KQ2 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.53%$52M244.5KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.50%$82M389.9KQ3 2025OLDER
MorganRosel Wealth Management, LLC$254M AUM0.46%$2M8.4KQ3 2025OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.44%$4M20.0KQ3 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.44%$31M146.5KQ3 2025OLDER
Mizuho Markets Cayman LP$1.9B AUM0.44%$5M24.4KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.42%$29M137.0KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.41%$3M12.9KQ3 2025OLDER
HMS Capital Management, LLC$259M AUM0.41%$976,5904.6KQ3 2025OLDER
Azora Capital LP$1.5B AUM0.40%$9M59.8KQ2 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.40%$315M1.50MQ3 2025OLDER
Quarry LP$558M AUM0.38%$2M8.3KQ3 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.37%$33M157.8KQ3 2025OLDER
Atlatl Advisers LLC$135M AUM0.34%$857,0724.1KQ3 2025OLDER
Kintayl Capital LP$192M AUM0.32%$526,3432.5KQ3 2025OLDER
Saiph Capital, LLC$264M AUM0.32%$885,3184.2KQ3 2025OLDER
Bridgewater Advisors Inc.$1.7B AUM0.31%$4M25.7KQ2 2025OLDER
Optimize Financial Inc$203M AUM0.31%$506,4193.4KQ2 2025OLDER
Weiss Asset Management LP$5.9B AUM0.31%$27M179.8KQ2 2025OLDER
Ancient Art, L.P.$459M AUM0.31%$949,8716.4KQ2 2025OLDER
Anson Funds Management LP$2.3B AUM0.31%$3M16.0KQ3 2025OLDER
LMR Partners LLP$45.4B AUM0.28%$63M297.1KQ3 2025OLDER
Beirne Wealth Consulting Services, LLC$354M AUM0.27%$1M5.3KQ3 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.26%$3M15.0KQ3 2025OLDER
Sagefield Capital LP$1.4B AUM0.25%$2M10.7KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.23%$1M9.4KQ2 2025OLDER
MUFG Securities EMEA plc$6.7B AUM0.23%$9M44.0KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.22%$61M288.6KQ3 2025OLDER
BURNEY CO/$3.2B AUM0.21%$6M30.6KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.20%$1M7.7KQ2 2025OLDER
VELA Investment Management, LLC$436M AUM0.20%$825,6643.9KQ3 2025OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.19%$47M222.0KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.18%$1M10.0KQ2 2025OLDER
Verition Fund Management LLC$15.4B AUM0.18%$43M204.7KQ3 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.17%$50M237.5KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.17%$161M763.9KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.16%$924,7364.4KQ3 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.16%$20M95.2KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.16%$531,9343.6KQ2 2025OLDER
Abel Hall, LLC$469M AUM0.16%$387,2211.8KQ3 2025OLDER
Trueblood Wealth Management, LLC$256M AUM0.15%$384,0591.8KQ3 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.15%$526,3432.5KQ3 2025OLDER
Prudent Man Advisors, LLC$334M AUM0.15%$459,4183.1KQ2 2025OLDER
Diametric Capital, LP$385M AUM0.14%$376,4701.8KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.13%$91M606.8KQ2 2025OLDER
WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM0.13%$316,1851.5KQ3 2025OLDER
NATIXIS$28.0B AUM0.12%$26M123.9KQ3 2025OLDER
Encompass More Asset Management$597M AUM0.12%$623,7283.0KQ3 2025OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.12%$617,6152.9KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.12%$277M1.32MQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.12%$9M43.5KQ3 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.12%$331,7831.6KQ3 2025OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.11%$1M5.1KQ3 2025OLDER
Maven Securities LTD$5.2B AUM0.11%$4M21.3KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.11%$901,8256.0KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.10%$6M29.4KQ3 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.10%$12M55.8KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.10%$2M10.8KQ3 2025OLDER
Capula Management Ltd$14.1B AUM0.10%$20M93.1KQ3 2025OLDER
Mayfair Advisory Group, LLC$286M AUM0.10%$221,9621.1KQ3 2025OLDER
PFG Advisors$2.1B AUM0.09%$2M10.9KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.09%$430M2.04MQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.09%$15M72.4KQ3 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.09%$2M8.8KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.09%$11M51.8KQ3 2025OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.08%$250,2081.2KQ3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.08%$45M212.0KQ3 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.08%$8M40.0KQ3 2025OLDER
Woodline Partners LP$26.4B AUM0.08%$17M82.8KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.08%$175M831.0KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.08%$720,6913.4KQ3 2025OLDER
Asset Planning,Inc$141M AUM0.08%$105,395500Q3 2025OLDER
Calamos Advisors LLC$28.2B AUM0.08%$19M129.5KQ2 2025OLDER
PenderFund Capital Management Ltd.$639M AUM0.07%$442,6592.1KQ3 2025OLDER
Archer Investment Corp$469M AUM0.07%$326,7251.6KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.07%$2M10.7KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.07%$7M34.1KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.07%$506,3043.4KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.07%$3M17.6KQ2 2025OLDER
Paulson Wealth Management Inc.$427M AUM0.07%$252,0161.7KQ2 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.06%$10M45.2KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.06%$7M34.3KQ3 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.06%$2M7.8KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.06%$1M5.8KQ3 2025OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.06%$917,5694.4KQ3 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.06%$590,0012.8KQ3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.06%$6,32330.0KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.05%$3M12.3KQ3 2025OLDER
USA FINANCIAL FORMULAS$531M AUM0.05%$307,7531.5KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.05%$973,0074.6KQ3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.05%$79M374.9KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.05%$6M27.9KQ3 2025OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.05%$198,986944Q3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.05%$4M20.0KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$44M206.5KQ3 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.04%$223,8151.5KQ2 2025OLDER
SEEDS INVESTOR LLC$735M AUM0.04%$202,148959Q3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$42M198.5KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.04%$762,0063.6KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.04%$5M25.6KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.04%$3M14.4KQ3 2025OLDER
GAM Holding AG$1.6B AUM0.04%$632,3703.0KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.04%$339M1.61MQ3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.04%$21M100.0KQ3 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.03%$928,9524.4KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.03%$14M93.2KQ2 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.03%$1M6.7KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$46,255310Q2 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.03%$65M306.9KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.03%$1.8B8.49MQ3 2025OLDER
Wealth Architects, LLC$1.1B AUM0.03%$321,6661.5KQ3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.03%$29M137.0KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$21M98.7KQ3 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.03%$449,8262.1KQ3 2025OLDER
Quantum Financial Advisors, LLC$1.0B AUM0.03%$221,5371.1KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$713,3734.8KQ2 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.03%$221,3301.1KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$32M150.8KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.03%$81M383.8KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$366M1.74MQ3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.02%$385,6691.8KQ3 2025OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$324,6171.5KQ3 2025OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.02%$349,7011.7KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$377M1.79MQ3 2025OLDER
Laurion Capital Management LP$2.3B AUM0.02%$1M8.3KQ2 2025OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.02%$274,9941.8KQ2 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M9.9KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$134M633.7KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.02%$4M18.9KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.4B6.69MQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.02%$131M623.2KQ3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.02%$3M15.0KQ3 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.02%$12M55.0KQ3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.02%$802,8993.8KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$672,8423.2KQ3 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$3141.5KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.02%$312M1.48MQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.02%$57,333299Q2 2025OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.02%$235,6631.1KQ3 2025OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.02%$575,6672.7KQ3 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.02%$476,8072.3KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$5M24.9KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$5M22.4KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M16.3KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$3M13.3KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$152,629724.1KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.02%$4M20.4KQ3 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.02%$532,6662.5KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$89M423.7KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M7.2KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.02%$447M2.10MQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$13M61.5KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.02%$26M125.5KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$240M1.14MQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$608,9264.1KQ2 2025OLDER
CarsonAllaria Wealth Management, Ltd.$202M AUM0.01%$27,753186Q2 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M15.4KQ3 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$989,1136.6KQ2 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$165,049783Q3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$441,6052.1KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$9M41.0KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$117M556.0KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M14.8KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$357,0801.7KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M21.4KQ2 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$18M87.0KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$8M36.9KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M20.3KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$3M15.7KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$13M60.4KQ3 2025OLDER
UBS Group AG$666.3B AUM0.01%$82M389.4KQ3 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.01%$488,8222.3KQ3 2025OLDER
Spire Wealth Management$2.9B AUM0.01%$362,3481.7KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$813,8603.9KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$817,8653.9KQ3 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$3M14.0KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$348,2251.7KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$86M409.9KQ3 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$4M18.6KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$989,7106.6KQ2 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$11M71.6KQ2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$37M175.9KQ3 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$200,883953Q3 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$484,8172.3KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$15M71.0KQ3 2025OLDER
Ethic Inc.$6.4B AUM0.01%$638,4833.0KQ3 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$485,8712.3KQ3 2025OLDER
Midwest Trust Co$8.0B AUM0.01%$791,7273.8KQ3 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$729,1233.5KQ3 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$923,4714.4KQ3 2025OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.01%$390,8051.9KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.01%$41M195.2KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$12M58.9KQ3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$114,038541Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$347,2112.3KQ2 2025OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$29,721141Q3 2025OLDER
Westside Investment Management, Inc.$653M AUM0.01%$54,805260Q3 2025OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.01%$300,3761.4KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$34M159.0KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M30.3KQ3 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$22,976109Q3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M14.6KQ3 2025OLDER
Forum Financial Management, LP$7.1B AUM0.01%$573,7712.7KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$7M32.2KQ3 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$373,9421.8KQ3 2025OLDER
Argent Trust Co$2.9B AUM0.01%$210,7901.0KQ3 2025OLDER
JNBA Financial Advisors$1.2B AUM0.01%$82,209390Q3 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$839,2005.6KQ2 2025OLDER
World Investment Advisors$6.2B AUM0.01%$348,6471.7KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M29.7KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$46M220.1KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$32M154.0KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.01%$539,7892.5KQ3 2025OLDER
Creative Planning$147.4B AUM0.01%$9M42.6KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.01%$1M6.9KQ3 2025OLDER
Utah Retirement Systems$9.8B AUM0.01%$699,1903.3KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.01%$709,0973.4KQ3 2025OLDER
&PARTNERS$20.2B AUM0.01%$1M5.0KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$29M135.4KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$40M191.5KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$4M18.6KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$23M109.1KQ3 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$223,8151.5KQ2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$44,055209Q3 2025OLDER
Key FInancial Inc$562M AUM0.01%$32,040152Q3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M12.3KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M12.2KQ3 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$206,574980Q3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M9.9KQ3 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.01%$49,090329Q2 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$442,4482.1KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$669,0473.2KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$332,8371.6KQ3 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$213,9511.0KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$2M11.0KQ3 2025OLDER
Atria Wealth Solutions, Inc.$4.4B AUM0.00%$220,0851.5KQ2 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M8.5KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$331,3621.6KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M5.9KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$90M428.8KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5M23.9KQ3 2025OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$23,187110Q3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$4M18.5KQ3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$14,75570Q3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M20.7KQ3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$263,0661.2KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$474,6982.3KQ3 2025OLDER
Blackstone Inc.$25.6B AUM0.00%$989,5616.6KQ2 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$42,158200Q3 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$291,9451.4KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$822,0813.9KQ3 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$200,883953Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$21M97.4KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$251,0511.2KQ3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$1M6.1KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$609,0754.1KQ2 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M26.9KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$901,1274.3KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M14.4KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$8M35.9KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M13.8KQ2 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$6M29.6KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$122,258580Q3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$2M10.0KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$445,8212.1KQ3 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$532,2452.5KQ3 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$106,395500Q3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M28.3KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$215,0761.0KQ3 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$207,045973Q3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$2M9.0KQ3 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$537,3053.6KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$15M110.4KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M7.7KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$15M71.6KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$498,9402.4KQ3 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$355,3921.7KQ3 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$211,4221.0KQ3 2025OLDER
GREENLEAF TRUST$10.2B AUM0.00%$261,8011.2KQ3 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$602,5692.9KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$515,1712.4KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$582,3673.9KQ2 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$444,3472.1KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$2M8.0KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M29.3KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M17.6KQ3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$291,3121.4KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1,4239.5KQ2 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$603,3602.8KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$218,8001.0KQ3 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$9,06443Q3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M9.0KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$80,100380Q3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M6.3KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$437,1782.1KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M13.9KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$426,6282.0KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M7.1KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$5M25.9KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M5.5KQ3 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$11,17253Q3 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$56,849381Q2 2025OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$4,21620Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$121,204575Q3 2025OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.00%$6,11329Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M38.4KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$70,193333Q3 2025OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$2,10810Q3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$9794.6KQ3 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$2,34111Q3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$354,2801.7KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$316,3961.5KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M8.7KQ3 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$6,74632Q3 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$300,0612.0KQ2 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M15.4KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$220,6971.0KQ3 2025OLDER
Belvedere Trading LLC$84.4B AUM0.00%$901,1274.3KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$499,7832.4KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$541,9422.6KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$438,3792.9KQ2 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$611,3134.1KQ2 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$58,517275Q3 2025OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.00%$3,13421Q2 2025OLDER
Amundi$367.1B AUM0.00%$2M11.3KQ3 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$348,0141.7KQ3 2025OLDER
Beacon Capital Management, LLC$567M AUM0.00%$5,22235Q2 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$430,3302.0KQ3 2025OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.00%$3,19215Q3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$317,8711.5KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$481,4442.3KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$932,1144.4KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$181858Q3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$960,5704.6KQ3 2025OLDER
Pillar Financial Advisors, LLC$171M AUM0.00%$8444Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M6.4KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$610,8692.9KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$234,6091.1KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$5,05924Q3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,8989Q3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,74113Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$136643Q3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$55,859265Q3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$4,04319Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$68,786461Q2 2025OLDER
Parkworth Wealth Management, Inc.$139M AUM0.00%$4483Q2 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,8989Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$149,450709Q3 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$6333Q3 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$8434Q3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$103,287490Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$5252.5KQ3 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$105,395500Q3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$208,5961.4KQ2 2025OLDER
Legacy Investment Solutions, LLC$192M AUM0.00%$4483Q2 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$17,70784Q3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$8,01038Q3 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,4767Q3 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$61290Q3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$8444Q3 2025OLDER
Abound Wealth Management$440M AUM0.00%$8444Q3 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,0545Q3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$3,58317Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$35,624169Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$6,95633Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$7574Q2 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$1,0545Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$204,619964Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$26,350125Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,58317Q3 2025OLDER
Essential Partners LLC$250M AUM0.00%$2982Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$65,134309Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$34,570164Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$13,70265Q3 2025OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.00%$2111Q3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,2656Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$4,42721Q3 2025OLDER
EASTERN BANK$6.5B AUM0.00%$3,37316Q3 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$6323Q3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$29,245196Q2 2025OLDER
Hilltop National Bank$468M AUM0.00%$2111Q3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6323Q3 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$3782Q3 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$2,23815Q2 2025OLDER
Garde Capital, Inc.$1.7B AUM0.00%$7475Q2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$2,52912Q3 2025OLDER
NewSquare Capital LLC$1.2B AUM0.00%$4483Q2 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$2,08914Q2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,2656Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,1948Q2 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$2111Q3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$35,834170Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3,8061Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$8,85342Q3 2025OLDER

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