OCCIDENTAL PETE CORP
CUSIP 674599162
Occidental Pete Corp has 273 institutional holders in Filings Flow’s 13F database, together reporting 10.53M shares worth $444M as of Q1 2026. The largest reported holders are Mfn Partners Management, LP, Philip James Wealth Mangement, LLC, and Susquehanna International Group, LLP.
Institutional Holders
273
Q1 2026
Reported Value
$444M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Skaana Management L.P.$296M AUM | 6.65% | $20M | 458.2K | Q1 2026OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 5.75% | $50M | 1.17M | Q1 2026OLDER |
| MFN Partners Management, LP$4.8B AUM | 5.11% | $244M | 5.69M | Q1 2026OLDER |
| Warberg Asset Management LLC$600M AUM | 3.49% | $21M | 486.5K | Q1 2026OLDER |
| OnyxPoint Global Management LP$424M AUM | 2.45% | $10M | 242.0K | Q1 2026OLDER |
| GoodHaven Capital Management, LLC$287M AUM | 2.31% | $7M | 154.7K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 2.25% | $20M | 468.3K | Q1 2026OLDER |
| Aldebaran Capital, LLC$131M AUM | 0.23% | $306,220 | 7.1K | Q1 2026OLDER |
| Smead Capital Management, Inc.$4.6B AUM | 0.14% | $6M | 151.2K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.12% | $3M | 60.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.10% | $3M | 64.7K | Q1 2026OLDER |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM | 0.09% | $215,093 | 8.4K | Q3 2025OLDER |
| PECAUT & CO.$308M AUM | 0.09% | $267,929 | 10.5K | Q3 2025OLDER |
| Elgethun Capital Management$605M AUM | 0.07% | $446,160 | 10.4K | Q1 2026OLDER |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM | 0.07% | $2M | 100.0K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 51.5K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.04% | $267,567 | 6.2K | Q1 2026OLDER |
| Aequim Alternative Investments LP$5.2B AUM | 0.03% | $1M | 75.0K | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.02% | $270,399 | 6.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $205,663 | 4.8K | Q1 2026OLDER |
| Sawyer & Company, Inc$260M AUM | 0.02% | $61,626 | 1.4K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.02% | $610,955 | 24.0K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $242,685 | 5.7K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.01% | $576,883 | 13.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $500,067 | 11.7K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.01% | $13,943 | 325 | Q1 2026OLDER |
| REXFORD CAPITAL INC$140M AUM | 0.01% | $15,487 | 361 | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.01% | $11,885 | 277 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 147.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $275,032 | 6.4K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $5,363 | 125 | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.00% | $11,712 | 273 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $30,202 | 704 | Q1 2026OLDER |
| SOUTH PLAINS FINANCIAL, INC.$172M AUM | 0.00% | $5,361 | 125 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $214,071 | 5.0K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $429,172 | 10.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $530,501 | 12.4K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $29,858 | 696 | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $37,538 | 875 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $24M | 556.9K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $27,842 | 649 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $12,548 | 292 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $222,738 | 5.2K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $179,450 | 4.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $31,703 | 739 | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $4,762 | 111 | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $3,218 | 75 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $5,363 | 125 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $5,363 | 125 | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $2,145 | 50 | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.00% | $3,432 | 80 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $14,457 | 337 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 71.9K | Q4 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $12,656 | 295 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $16,942 | 432 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $12,741 | 297 | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $2,080 | 108 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $118,260 | 3.0K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,673 | 39 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 39.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $200,085 | 4.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $20,108 | 514 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $1,802 | 42 | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.00% | $2,145 | 50 | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $5,363 | 125 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $6,088 | 316 | Q4 2025OLDER |
| Kentucky Trust Co$191M AUM | 0.00% | $1,544 | 36 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $10,053 | 234 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $390,927 | 20.3K | Q4 2025OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $2,445 | 57 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $4,290 | 100 | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,158 | 27 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $3,947 | 92 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $423,797 | 9.9K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $3,732 | 87 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $33,891 | 790 | Q2 2026 |
| Coastline Trust Co$1.0B AUM | 0.00% | $6,388 | 328 | Q4 2025OLDER |
| one8zero8, LLC$449M AUM | 0.00% | $2,660 | 62 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $416,155 | 9.7K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $8,538 | 199 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $6,092 | 142 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $140,155 | 3.3K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $8,280 | 193 | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $1,330 | 31 | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.00% | $1,459 | 34 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $597 | 31 | Q4 2025OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.00% | $1,102 | 40 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $18,190 | 424 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $4,762 | 111 | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $704,761 | 16.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,306 | 147 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $8,452 | 197 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $11,883 | 277 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $10,082 | 235 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $12,659 | 295 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $29,429 | 686 | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.00% | $687 | 16 | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $995 | 39 | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $1,195 | 62 | Q4 2025OLDER |
| Family Manage LLC$834M AUM | 0.00% | $3,647 | 85 | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $472 | 11 | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $2,145 | 50 | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $945 | 22 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $69,913 | 1.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $1,330 | 31 | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $686 | 16 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $367,884 | 8.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 120.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $28,443 | 663 | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $601 | 14 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $3,969 | 98 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,330 | 31 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $1,244 | 29 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 31.6K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $386 | 9 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $15,787 | 368 | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $32,607 | 905 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $2,617 | 61 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $6,136 | 143 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $40,369 | 941 | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $1,287 | 30 | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $1,244 | 29 | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $50,493 | 1.2K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $574,162 | 13.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $220,807 | 5.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $71,615 | 3.7K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,659 | 62 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $108,966 | 2.5K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.00% | $3,561 | 83 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $1,544 | 36 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $1,073 | 25 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $884,040 | 20.6K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 25.5K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.00% | $1,330 | 31 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $1,587 | 37 | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $2,445 | 57 | Q1 2026OLDER |
| Curat Global, LLC$102M AUM | 0.00% | $231 | 12 | Q4 2025OLDER |
| Rice Partnership, LLC$732M AUM | 0.00% | $1,845 | 43 | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $472 | 11 | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.00% | $1,201 | 28 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $12,270 | 286 | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $482 | 25 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $882,194 | 20.6K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.00% | $666 | 25 | Q2 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $320 | 12 | Q2 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,402 | 56 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $2,856 | 112 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $11,287 | 263 | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.00% | $2,403 | 56 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $6,478 | 151 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $387 | 9 | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.00% | $601 | 14 | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.00% | $281 | 11 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,693 | 156 | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $644 | 15 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $12,974 | 302 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $668,246 | 15.6K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $1,545 | 36 | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $2,017 | 47 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $858 | 20 | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.00% | $586 | 22 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,022 | 187 | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $459 | 18 | Q3 2025OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.00% | $482 | 25 | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.00% | $266 | 10 | Q2 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $489 | 25 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $31,789 | 741 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $7,336 | 171 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $773 | 18 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $41,287 | 2.1K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $2,402 | 56 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $9,395 | 219 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $9,251 | 347 | Q2 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $357 | 14 | Q4 2025OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.00% | $281 | 11 | Q3 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $482 | 25 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $89,000 | 5.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $772 | 18 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,395 | 290 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $525,600 | 12.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $935,606 | 21.8K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $1,927 | 100 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $12,570 | 293 | Q1 2026OLDER |
| Field & Main Bank$344M AUM | 0.00% | $386 | 9 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $3,702 | 139 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $723,423 | 16.9K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $344 | 8 | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $300 | 7 | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.00% | $301 | 7 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $84,899 | 2.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,966 | 209 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 88.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $506,680 | 11.8K | Q2 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $1,358 | 51 | Q2 2026 |
| Perkins Coie Trust Co$603M AUM | 0.00% | $558 | 21 | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $29,301 | 683 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,716 | 40 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $50,284 | 2.6K | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $15,830 | 369 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $945 | 49 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 28.9K | Q1 2026OLDER |
| Estabrook Capital Management$685M AUM | 0.00% | $558 | 13 | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.00% | $215 | 5 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $1,931 | 45 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $14,672 | 342 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $3,346 | 78 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $185,113 | 4.3K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $2,078 | 78 | Q2 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $231 | 12 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,173 | 46 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $41,442 | 966 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $257 | 6 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $425,000 | 9.9K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $128 | 5 | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $2,403 | 56 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,188 | 51 | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $730 | 17 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $13,031 | 511 | Q3 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $215 | 5 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $2,197 | 114 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $106,906 | 2.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,908 | 99 | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $21,602 | 553 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $14,855 | 771 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $10,468 | 244 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $94,252 | 2.2K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $1,587 | 37 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $341 | 15 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,909 | 151 | Q4 2025OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $179 | 7 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,329 | 30 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $77 | 3 | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $573 | 13 | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $2,145 | 50 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $12,570 | 293 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $453 | 17 | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $14,414 | 336 | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $1,158 | 27 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,673 | 39 | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $300 | 7 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $558 | 13 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $482 | 25 | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $86 | 2 | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $168 | 8 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $266,581 | 6.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $92,364 | 2.2K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $2,660 | 62 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $86 | 2 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,160 | 27 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $154 | 8 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $15,144 | 353 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $343 | 8 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $644 | 15 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $86 | 2 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $41 | 1 | Q1 2026OLDER |
| Family Legacy Financial Solutions, LLC$124M AUM | 0.00% | $26 | 1 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $52,982 | 1.2K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $257 | 6 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $38,953 | 908 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $472 | 11 | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $172 | 4 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $86 | 2 | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.00% | $43 | 1 | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $306 | 12 | Q3 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $644 | 15 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $172 | 4 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $1,201 | 28 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $842 | 19 | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| Carolina Wealth Advisors, LLC$255M AUM | 0.00% | $27 | 1 | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $212 | 11 | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $7,979 | 186 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $16,776 | 387 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $86 | 2 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $3,814 | 93 | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $96 | 5 | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $901 | 21 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $53 | 2 | Q2 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $19 | 1 | Q4 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $1,176 | 27 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $1,673 | 39 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $230 | 6 | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $772 | 18 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $53 | 2 | Q2 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $27 | 1 | Q2 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $429 | 10 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $539 | 28 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $925 | 18 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $129 | 3 | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.00% | $2 | 4 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $429 | 10 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $515 | 12 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.