SEC 13F Intelligence

PINNACLE FINL PARTNERS INC

CUSIP 72346Q104

Pinnacle Finl Partners Inc has 27 institutional holders in Filings Flow’s 13F database, together reporting 2.20M shares worth $199M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Aqr Capital Management LLC.

Institutional Holders
27
Q1 2026
Reported Value
$199M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 272Q4 ’18Q1 ’19: 275Q2 ’19: 281Q2 ’19Q3 ’19: 271Q2 ’21: 315Q2 ’21Q4 ’21: 343Q4 ’22: 386Q4 ’22Q4 ’25: 419Q1 ’26: 27Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $13.4BQ4 ’18Q1 ’19: $15.3BQ2 ’19: $6.5BQ2 ’19Q3 ’19: $8.3BQ2 ’21: $19.0BQ2 ’21Q4 ’21: $17.8BQ4 ’22: $1.8BQ4 ’22Q4 ’25: $6.1BQ1 ’26: $199MQ1 ’26Q2 ’26: $17,937filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
12th Street Asset Management Company, LLC$611M AUM6.54%$40M416.1KQ4 2025OLDER
Black Maple Capital Management LP$179M AUM5.25%$7M78.6KQ4 2025OLDER
BloombergSen Inc.$1.3B AUM5.19%$84M893.3KQ3 2025OLDER
Jefferson Bridge Capital, LLC$101M AUM3.46%$3M36.0KQ4 2025OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM2.11%$20M206.2KQ4 2025OLDER
Reliant Investment Management, LLC$207M AUM2.11%$5M54.5KQ4 2025OLDER
Petiole USA ltd$143M AUM2.09%$3M33.8KQ4 2025OLDER
AGP FRANKLIN, LLC$200M AUM2.02%$4M45.2KQ4 2025OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM1.68%$81M844.5KQ4 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM1.56%$43M453.4KQ4 2025OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM1.50%$63M668.1KQ3 2025OLDER
SALZHAUER MICHAEL$212M AUM1.44%$4M36.8KQ4 2025OLDER
ELLERSON GROUP INC /ADV$153M AUM1.44%$2M24.7KQ3 2025OLDER
LEE DANNER & BASS INC$1.6B AUM1.36%$19M199.9KQ3 2025OLDER
Forest Hill Capital, LLC$152M AUM1.34%$3M27.5KQ4 2025OLDER
BROOKS, MOORE & ASSOCIATES, INC.$199M AUM1.28%$3M29.6KQ1 2026OLDER
Pier Capital, LLC$606M AUM0.98%$6M67.0KQ3 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.88%$18M190.8KQ3 2025OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.79%$27M285.6KQ4 2025OLDER
Westhampton Capital, LLC$214M AUM0.78%$2M17.3KQ4 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.75%$5M58.0KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.71%$5M58.2KQ3 2025OLDER
WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM0.67%$11M111.9KQ4 2025OLDER
Ausbil Investment Management Ltd$201M AUM0.58%$1M10.7KQ4 2025OLDER
Sunbeam Capital Management, LLC$175M AUM0.56%$952,22010.0KQ4 2025OLDER
Longaeva Partners L.P.$2.7B AUM0.54%$6M67.3KQ4 2025OLDER
Rayburn West Financial Services LLC$170M AUM0.53%$853,8248.9KQ4 2025OLDER
Odyssean, LLC$274M AUM0.52%$719,4877.5KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.50%$66M688.3KQ4 2025OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.46%$1M11.3KQ3 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.45%$160M1.67MQ4 2025OLDER
Vinva Investment Management Ltd$8.1B AUM0.44%$36M420.1KQ1 2026OLDER
Riverwater Partners LLC$300M AUM0.43%$1M11.1KQ3 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.43%$2M21.0KQ3 2025OLDER
Shay Capital LLC$1.2B AUM0.41%$4M42.0KQ4 2025OLDER
Alamea Verwaltungs GmbH$135M AUM0.38%$569,3046.0KQ4 2025OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.34%$6M67.7KQ4 2025OLDER
Patten Group, Inc.$575M AUM0.34%$2M19.2KQ4 2025OLDER
Duncan Williams Asset Management, LLC$361M AUM0.33%$1M12.4KQ3 2025OLDER
Reliant Investment Partners, LLC$121M AUM0.32%$410,2634.3KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.32%$821,0388.8KQ3 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.31%$12M128.1KQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.30%$474,5514.97MQ4 2025OLDER
Beacon Capital Management, LLC$567M AUM0.30%$2M22.4KQ3 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.30%$850,8639.1KQ3 2025OLDER
EJF Capital LP$142M AUM0.29%$498,3065.3KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.28%$1M10.6KQ4 2025OLDER
Ceredex Value Advisors LLC$3.2B AUM0.28%$12M127.2KQ3 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.28%$674,7257.2KQ3 2025OLDER
NBZ Investment Advisors LLC$229M AUM0.27%$619,4026.5KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.27%$509M5.33MQ4 2025OLDER
Lisanti Capital Growth, LLC$397M AUM0.26%$1M11.6KQ4 2025OLDER
Scientech Research LLC$120M AUM0.26%$748,5388.0KQ3 2025OLDER
Impax Asset Management Group plc$14.3B AUM0.26%$41M421.4KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.25%$9M98.8KQ3 2025OLDER
INSTRUMENTAL WEALTH, LLC$163M AUM0.25%$416,6274.3KQ4 2025OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.24%$10M110.0KQ4 2025OLDER
Coyle Financial Counsel LLC$473M AUM0.23%$1M11.5KQ4 2025OLDER
EARNEST PARTNERS LLC$24.3B AUM0.23%$53M555.3KQ4 2025OLDER
Optimize Financial Inc$203M AUM0.23%$448,5224.7KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.22%$3M28.0KQ4 2025OLDER
Independence Bank of Kentucky$789M AUM0.22%$2M18.2KQ4 2025OLDER
HMS Capital Management, LLC$259M AUM0.21%$501,8575.3KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.20%$698,6877.3KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.19%$17M179.8KQ3 2025OLDER
Sage Mountain Advisors LLC$1.4B AUM0.18%$3M36.2KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.18%$732,7497.7KQ4 2025OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.18%$3M31.7KQ4 2025OLDER
Harbor Advisors LLC$692M AUM0.17%$1M12.0KQ3 2025OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.17%$13M138.6KQ4 2025OLDER
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM0.16%$2M25.8KQ3 2025OLDER
Pentwater Capital Management LP$19.3B AUM0.15%$29M300.0KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.15%$5M55.3KQ4 2025OLDER
PATTON ALBERTSON MILLER GROUP, LLC$842M AUM0.15%$1M13.2KQ4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.13%$11M115.0KQ4 2025OLDER
CapWealth Advisors, LLC$1.3B AUM0.13%$2M20.7KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.13%$947,4219.9KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.13%$2M18.4KQ3 2025OLDER
R Squared Ltd$182M AUM0.13%$300,2223.2KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.12%$893,8019.4KQ4 2025OLDER
MQS Management LLC$148M AUM0.12%$208,0262.2KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.12%$3M34.3KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.12%$2M17.7KQ4 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.12%$5M48.8KQ3 2025OLDER
McMillan Office, Inc.$782M AUM0.12%$973,18210.2KQ4 2025OLDER
Asset Planning,Inc$141M AUM0.11%$161,7841.9KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.11%$1M12.6KQ4 2025OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.11%$13M135.9KQ4 2025OLDER
New Republic Capital, LLC$297M AUM0.11%$358,3723.8KQ3 2025OLDER
LBMC INVESTMENT ADVISORS, LLC$1.6B AUM0.11%$2M18.5KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.11%$209,9022.2KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.10%$93M979.5KQ4 2025OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.10%$2M24.9KQ4 2025OLDER
TBH Global Asset Management, LLC$497M AUM0.10%$617,0326.5KQ4 2025OLDER
QTR Family Wealth, LLC$240M AUM0.10%$219,8062.2KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.10%$5M54.3KQ4 2025OLDER
Summit Asset Management, LLC$719M AUM0.09%$658,3756.9KQ4 2025OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.09%$265,3863.1KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.09%$4M43.1KQ4 2025OLDER
SHAYNE & JACOBS, LLC$337M AUM0.09%$286,2303.0KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.09%$529,1635.6KQ3 2025OLDER
PAX Financial Group, LLC$586M AUM0.08%$491,1815.7KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.08%$699,7796.3KQ3 2025OLDER
SWMG, LLC$350M AUM0.08%$291,8502.9KQ4 2025OLDER
Compass Ion Advisors, LLC$1.0B AUM0.08%$827,8738.7KQ4 2025OLDER
Gibson Capital, LLC$537M AUM0.08%$422,1894.4KQ4 2025OLDER
FAMILY WEALTH PARTNERS, LLC$293M AUM0.08%$211,7152.2KQ4 2025OLDER
OSSIAM$5.7B AUM0.08%$6M63.2KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.08%$2M20.3KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.08%$4M43.2KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$483,1565.1KQ4 2025OLDER
WMG Financial Advisors, LLC$240M AUM0.07%$223,3142.4KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$796,8648.4KQ4 2025OLDER
Oxbow Advisors, LLC$1.2B AUM0.07%$834,8388.8KQ4 2025OLDER
Selective Wealth Management, Inc.$338M AUM0.07%$229,1852.3KQ4 2025OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.07%$831,1178.7KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.07%$22M229.3KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.07%$8M82.2KQ4 2025OLDER
HHM Wealth Advisors, LLC$869M AUM0.07%$586,2006.1KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.07%$6M63.0KQ4 2025OLDER
EQUITABLE TRUST CO$2.2B AUM0.07%$1M15.3KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$616,3886.6KQ3 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.06%$578,8746.1KQ4 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.06%$17M181.6KQ4 2025OLDER
Provident Wealth Management, LLC$331M AUM0.06%$206,5632.2KQ4 2025OLDER
De Lisle Partners LLP$836M AUM0.06%$505,9865.9KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.06%$1M15.5KQ4 2025OLDER
INTRUST BANK NA$1.2B AUM0.06%$705,0797.4KQ4 2025OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.06%$3M27.6KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.06%$19M202.6KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.06%$1M10.9KQ3 2025OLDER
Curi Capital, LLC$5.6B AUM0.06%$3M34.4KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.06%$11M115.6KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.06%$266M2.79MQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.06%$817,0988.7KQ3 2025OLDER
111 Capital$406M AUM0.05%$288,7793.1KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.05%$24M255.0KQ4 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.05%$2M19.3KQ4 2025OLDER
one8zero8, LLC$449M AUM0.05%$238,5252.5KQ4 2025OLDER
Simplicity Wealth,LLC$1.8B AUM0.05%$860,9389.0KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.05%$293M3.07MQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.05%$2M22.2KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$665,7217.1KQ3 2025OLDER
Capital Investment Counsel, Inc$816M AUM0.05%$409,9404.8KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.05%$1M14.9KQ4 2025OLDER
Legacy Financial Advisors, Inc.$715M AUM0.05%$351,3373.7KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$2M16.3KQ3 2025OLDER
Advisors Capital Management, LLC$8.6B AUM0.04%$4M38.7KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.04%$61M640.3KQ4 2025OLDER
Delta Global Management LP$1.2B AUM0.04%$606,9036.4KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$8M81.8KQ3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.04%$1M10.9KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$9M96.2KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M14.1KQ4 2025OLDER
Vest Financial, LLC$8.3B AUM0.04%$3M33.2KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.04%$49M510.6KQ4 2025OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.04%$394,3984.3KQ3 2025OLDER
Woodline Partners LP$26.4B AUM0.04%$8M89.3KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.04%$127,7421.4KQ3 2025OLDER
First Bank & Trust$680M AUM0.04%$234,8992.5KQ4 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$3M33.4KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.04%$968,54810.3KQ3 2025OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.04%$225,5492.4KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$67M700.2KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.04%$3M32.8KQ3 2025OLDER
Wick Capital Partners, LLC$548M AUM0.04%$202,8424.1KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.04%$3M29.8KQ4 2025OLDER
Virtue Capital Management, LLC$657M AUM0.04%$236,8132.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.04%$69M725.2KQ4 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.04%$285,3653.0KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M21.3KQ4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.03%$12M131.5KQ3 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.03%$4M45.7KQ4 2025OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.03%$510,5395.4KQ4 2025OLDER
OneAscent Financial Services LLC$1.8B AUM0.03%$354,6513.7KQ4 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$45,394484Q3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M32.0KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.03%$209M2.19MQ4 2025OLDER
Parcion Private Wealth LLC$1.6B AUM0.03%$510,9825.9KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$329,2603.5KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$23M243.3KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.03%$29M302.3KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.03%$1M12.2KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.03%$3M26.9KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$15M156.8KQ4 2025OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.03%$2M17.1KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.03%$947,56010.1KQ3 2025OLDER
CWM, LLC$38.1B AUM0.03%$10,426109.3KQ4 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.03%$2M16.3KQ4 2025OLDER
TCV Trust & Wealth Management, Inc.$1.2B AUM0.03%$343,9533.6KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.03%$8M84.2KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$8M85.9KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$21M224.1KQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$405,9174.3KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M32.9KQ4 2025OLDER
Hilltop National Bank$468M AUM0.03%$106,6681.1KQ4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.03%$1M11.3KQ3 2025OLDER
Wedmont Private Capital$3.1B AUM0.03%$732,2257.7KQ4 2025OLDER
Boston Partners$95.5B AUM0.02%$24M251.0KQ4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.02%$357,2943.8KQ3 2025OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$269,6292.8KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M24.1KQ3 2025OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.02%$545,9525.8KQ3 2025OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.02%$309,1953.3KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$908,4119.4KQ4 2025OLDER
NATIXIS$28.0B AUM0.02%$5M50.8KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$12M125.1KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M13.2KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.02%$4M38.4KQ3 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$532,8655.6KQ4 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.02%$375,8203.9KQ4 2025OLDER
Capital Research Global Investors$644.6B AUM0.02%$108M1.13MQ4 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.02%$953,71810.0KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.02%$573,1286.0KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$125M1.31MQ4 2025OLDER
Channing Capital Management, LLC$3.9B AUM0.02%$730,0777.7KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$976,56911.3KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.02%$3M37.2KQ3 2025OLDER
BFSG, LLC$1.1B AUM0.02%$189,5502.0KQ3 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$569,8676.5KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$159,6211.7KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M37.8KQ4 2025OLDER
Strategic Blueprint, LLC$1.7B AUM0.02%$400,1084.3KQ3 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$715,0147.5KQ4 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.02%$2,06921.7KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$227,2672.4KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$12M122.6KQ4 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.02%$352,3053.8KQ3 2025OLDER
Full Sail Capital, LLC$1.8B AUM0.02%$291,1243.1KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$23,166247Q3 2025OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.02%$489,5495.1KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.02%$14M144.0KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M204.1KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.02%$8M81.5KQ3 2025OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.02%$35,231409Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$921M9.66MQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M11.6KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.02%$3M29.2KQ4 2025OLDER
CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM0.02%$215,6162.3KQ4 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$672,2597.0KQ4 2025OLDER
GenTrust, LLC$2.3B AUM0.01%$344,9073.6KQ4 2025OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.01%$250,4222.5KQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$2M25.0KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M15.0KQ4 2025OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.01%$3M26.7KQ4 2025OLDER
RiverFront Investment Group, LLC$6.5B AUM0.01%$800,2048.4KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$490,5035.1KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$6M77.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$71M748.9KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$404,1574.2KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$498,0405.2KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.01%$3M29.3KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M15.6KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$529,4315.5KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$993,33010.6KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$12M123.2KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.01%$8M82.9KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M30.9KQ4 2025OLDER
Argent Trust Co$2.9B AUM0.01%$331,5503.5KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M21.5KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$329M3.45MQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$6M65.4KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M37.1KQ4 2025OLDER
Quarry LP$558M AUM0.01%$49,615529Q3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M25.9KQ3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$968,09810.1KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$11M110.4KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$426,5814.4KQ3 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$208,6432.2KQ4 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$6M61.9KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M31.6KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M25.9KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$213,1592.1KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$321,2463.4KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$668M7.00MQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$257,8932.7KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$154M1.58MQ4 2025OLDER
&PARTNERS$20.2B AUM0.01%$2M19.0KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$73M762.4KQ4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$14M143.4KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M19.1KQ4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M12.4KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$21M226.7KQ3 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$68,791721Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$578,5136.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M16.8KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M25.0KQ4 2025OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M18.2KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$141M1.48MQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$406,7004.2KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$223,3142.4KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$14M150.4KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.01%$4M38.0KQ4 2025OLDER
BURNEY CO/$3.2B AUM0.01%$243,3912.6KQ4 2025OLDER
FMR LLC$1.90T AUM0.01%$147M1.54MQ4 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$13M135.1KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$555,5585.8KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$974,49210.2KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$22M235.3KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M12.3KQ4 2025OLDER
ADIRONDACK TRUST CO$298M AUM0.01%$20,727221Q3 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$246,1052.6KQ3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.01%$151,4151.6KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M19.5KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.01%$15M158.4KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$4M45.4KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$404,7294.2KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$224,1192.3KQ4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$192,3472.0KQ4 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$352,8263.7KQ4 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$4M44.9KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$354,0673.7KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$39M407.4KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M26.7KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$45,019480Q3 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$17,025182Q3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M16.2KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$6M64.8KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$4M47.1KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$10M106.1KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M20.0KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M16.9KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$734,1807.7KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$850,1818.9KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$74M773.1KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$3M34.8KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$19M197.6KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$41,886439Q4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$104,4741.1KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.01%$333,2903.9KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$412,8394.3KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$261,5192.7KQ4 2025OLDER
Activest Wealth Management$569M AUM0.01%$27,573289Q4 2025OLDER
SCS Capital Management LLC$9.4B AUM0.01%$466,0435.0KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$2M20.2KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M39.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M23.7KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$63,830669Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$319,9633.4KQ3 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$476,0965.0KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$1M13.7KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$3M27.8KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$14M145.0KQ4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$685,7127.2KQ4 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$294,5943.1KQ3 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$2M19.1KQ4 2025OLDER
Brookstone Capital Management$8.7B AUM0.00%$377,7284.0KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$16M171.1KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M11.3KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$6M61.9KQ4 2025OLDER
Amundi$367.1B AUM0.00%$13M139.4KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M33.4KQ3 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$202,3692.1KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$436,8754.7KQ3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$17,937188Q2 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$254,6492.7KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$1M12.0KQ3 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$390,2274.1KQ4 2025OLDER
Investors Research Corp$523M AUM0.00%$18,865219Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$11M119.3KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$147,3131.5KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$235,8822.5KQ3 2025OLDER
CITY HOLDING CO$800M AUM0.00%$28,620300Q4 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$81,099850Q4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M32.1KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M21.4KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$406,5424.3KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M25.5KQ4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$16,888177Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$174,2961.9KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M22.9KQ4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$13,319142Q3 2025OLDER
Jain Global LLC$24.2B AUM0.00%$653,5596.8KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$19,595210Q3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$958,20310.0KQ4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$34,140364Q3 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$213,3362.2KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$220,6062.3KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$151,0341.6KQ4 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$212,4782.2KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$690,1417.4KQ3 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$420,4724.4KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$38,552411Q3 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$3M32.2KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M56.8KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$214,4982.3KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M22.1KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$497,4685.2KQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.00%$205,4182.2KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$13M136.5KQ4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$329,0693.4KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$19M196.2KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$33,394350Q4 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$60,589646Q3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$59,898611Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$593,9786.1KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M106.5KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M23.7KQ4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$397,8624.2KQ4 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$401,6754.2KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$10M101.8KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$288,4243.0KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$2M17.1KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M19.8KQ3 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$1M14.0KQ4 2025OLDER
Scarborough Advisors, LLC$914M AUM0.00%$16,855196Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$110,9541.2KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$24,329255Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$128,5181.3KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$7M66.6KQ4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$237,2322.5KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$827,3228.8KQ3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M32.3KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$24,573262Q3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$417,2284.4KQ4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$145,1191.5KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M32.1KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$117,9271.2KQ4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$336,7973.5KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$124,7971.3KQ4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.00%$2,38525Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M120.1KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$21M218.5KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$20,169215Q3 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$2,15425Q1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.00%$38,832407Q4 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$13,915148Q3 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$237,1002.5KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$4M43.9KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M18.4KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$220,2062.3KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$725,1167.6KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$421,4264.4KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M14.1KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$520,1755.5KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$832,1898.9KQ3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$583,6236.1KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$221,5432.3KQ4 2025OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$1,96921Q3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$11,067118Q3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$117,9271.2KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$10,209107Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$955,16710.0KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M55.2KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$618,7806.5KQ4 2025OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.00%$1,97021Q3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$217,9902.3KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$53,648572Q3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$866,3239.1KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$466,8414.9KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$2,86330Q4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$702,7907.4KQ4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,62628Q3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$6,44067.5KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,05753Q4 2025OLDER
EASTERN BANK$6.5B AUM0.00%$37,141396Q3 2025OLDER
STRS OHIO$25.2B AUM0.00%$171,1671.8KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M11.5KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$850,3209.0KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$520,6815.5KQ4 2025OLDER
Spire Wealth Management$2.9B AUM0.00%$17,937188Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$16,226173Q3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$487,8445.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M40.6KQ4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$57,681615Q3 2025OLDER
Kilter Group LLC$232M AUM0.00%$1,24113Q4 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$10,018105Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M22.3KQ4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$294,3393.1KQ4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,24434Q4 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$5726Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$703,8407.4KQ4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$7,53879Q4 2025OLDER
BOKF, NA$6.5B AUM0.00%$26,918287Q3 2025OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$5,25256Q3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$14,598153Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$111,8211.2KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$301,2093.2KQ4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$5,25256Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$10,045105Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$134,3371.4KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$486,3125.1KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$731,4137.7KQ4 2025OLDER
First Pacific Financial$777M AUM0.00%$1,78719Q3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$204,1242.1KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$140,9241.4KQ4 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$8449Q3 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$1,90820Q4 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,12612Q4 2025OLDER
Provenance Wealth Advisors, LLC$945M AUM0.00%$1,81319Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,81319Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$430,0654.5KQ4 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$4695Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$104,9351.1KQ4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$76,328800Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$6,20265Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$1,89220Q3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$6577Q3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$5636Q3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$53,334559Q4 2025OLDER

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