SEC 13F Intelligence

REXRREXFORD INDL RLTY INC

CUSIP 76169C100 · Yahoo Finance ↗ · Google Finance ↗

Rexford Indl Rlty Inc (REXR) has 426 institutional holders in Filings Flow’s 13F database, together reporting 232.95M shares worth $7.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Price T Rowe Associates Inc /Md/.

Institutional Holders
426
Q1 2026
Reported Value
$7.6B
Ticker
REXR
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 187Q2 ’19Q3 ’19: 201Q4 ’19: 232Q1 ’20: 205Q2 ’20: 233Q2 ’20Q3 ’20: 235Q4 ’20: 247Q1 ’21: 243Q2 ’21: 256Q2 ’21Q3 ’21: 287Q4 ’21: 311Q1 ’22: 307Q2 ’22: 339Q2 ’22Q3 ’22: 328Q4 ’22: 330Q1 ’23: 337Q2 ’23: 338Q2 ’23Q3 ’23: 340Q4 ’23: 363Q1 ’24: 392Q2 ’24: 371Q2 ’24Q3 ’24: 383Q4 ’24: 384Q1 ’25: 393Q2 ’25: 396Q2 ’25Q3 ’25: 404Q4 ’25: 413Q1 ’26: 426filingsflow.com
Total reported value
Q2 ’19: $2.1BQ2 ’19Q3 ’19: $2.1BQ4 ’19: $2.6BQ1 ’20: $2.2BQ2 ’20: $2.6BQ2 ’20Q3 ’20: $2.6BQ4 ’20: $3.3BQ1 ’21: $3.2BQ2 ’21: $4.1BQ2 ’21Q3 ’21: $4.5BQ4 ’21: $7.4BQ1 ’22: $7.1BQ2 ’22: $5.7BQ2 ’22Q3 ’22: $5.6BQ4 ’22: $6.8BQ1 ’23: $7.5BQ2 ’23: $6.9BQ2 ’23Q3 ’23: $6.5BQ4 ’23: $8.9BQ1 ’24: $9.2BQ2 ’24: $8.3BQ2 ’24Q3 ’24: $8.5BQ4 ’24: $6.6BQ1 ’25: $8.1BQ2 ’25: $9.3BQ2 ’25Q3 ’25: $10.7BQ4 ’25: $9.7BQ1 ’26: $7.6Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Argosy-Lionbridge Management, LLC$143M AUM13.86%$20M603.7KQ1 2026
Land & Buildings Investment Management, LLC$591M AUM3.98%$20M561.1KQ2 2025OLDER
Sophron Capital Management L.P.$339M AUM3.45%$12M357.4KQ1 2026
Masterton Capital Management, LP$110M AUM2.93%$3M98.2KQ1 2026
NFJ INVESTMENT GROUP, LLC$2.6B AUM1.45%$42M1.03MQ3 2025OLDER
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM1.27%$32M980.7KQ1 2026
Vert Asset Management LLC$365M AUM1.19%$4M115.0KQ1 2026
Koa Wealth Management, LLC$138M AUM1.09%$2M46.3KQ1 2026
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM1.00%$35M1.07MQ1 2026
AEW CAPITAL MANAGEMENT L P$1.4B AUM0.95%$13M399.2KQ1 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.84%$81M2.47MQ1 2026
Taproot Management LP$530M AUM0.65%$3M104.7KQ1 2026
LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM0.65%$1M35.7KQ4 2025OLDER
Meixler Investment Management, Ltd.$186M AUM0.65%$1M36.2KQ1 2026
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.62%$20M517.6KQ4 2025OLDER
Coronation Fund Managers Ltd.$2.2B AUM0.61%$13M409.7KQ1 2026
LRT Capital Management, LLC$107M AUM0.54%$581,64517.8KQ1 2026
Truvestments Capital LLC$554M AUM0.54%$3M91.3KQ1 2026
Friedenthal Financial$217M AUM0.53%$1M26.4KQ4 2025OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.49%$6M195.5KQ1 2026
AR ASSET MANAGEMENT INC$517M AUM0.49%$3M77.0KQ1 2026
HighVista Strategies LLC$362M AUM0.47%$1M36.2KQ2 2025OLDER
PGGM Investments$5.7B AUM0.47%$27M823.7KQ1 2026
Presima Securities ULC$178M AUM0.46%$2M56.1KQ2 2025OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.42%$22M562.5KQ4 2025OLDER
Fairtree Asset Management (Pty) Ltd$218M AUM0.40%$877,35622.7KQ4 2025OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.39%$38M1.16MQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.36%$1M43.3KQ1 2026
SUN LIFE FINANCIAL INC$1.8B AUM0.36%$7M172.4KQ3 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.34%$903,70827.6KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.32%$26M793.0KQ1 2026
Oak Thistle LLC$1.0B AUM0.32%$3M99.2KQ1 2026
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.31%$59M1.79MQ1 2026
New Age Alpha Advisors, LLC$2.1B AUM0.30%$7M199.4KQ1 2026
MQS Management LLC$148M AUM0.29%$435,80013.3KQ1 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.29%$20M605.2KQ1 2026
Safe Harbor Family Capital, LLC$128M AUM0.25%$289,8197.5KQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.25%$31M807.2KQ4 2025OLDER
ALGERT GLOBAL LLC$6.6B AUM0.24%$16M485.1KQ1 2026
Soroban Capital Partners LP$51.8B AUM0.23%$119M3.63MQ1 2026
Neo Ivy Capital Management$379M AUM0.23%$934,34822.7KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.22%$931,92128.5KQ1 2026
Avantra Family Wealth, Inc.$134M AUM0.22%$299,2509.1KQ1 2026
Greenland Capital Management LP$787M AUM0.22%$2M59.7KQ2 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.22%$45M1.16MQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.20%$375M11.47MQ1 2026
44 WEALTH MANAGEMENT LLC$286M AUM0.20%$569,82917.4KQ1 2026
COOPER INVESTORS PTY LTD$218M AUM0.18%$1M28.4KQ2 2025OLDER
Prudent Man Advisors, LLC$334M AUM0.18%$576,41216.2KQ2 2025OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.17%$1M26.0KQ4 2025OLDER
WESTPAC BANKING CORP$1.4B AUM0.17%$2M75.2KQ1 2026
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.17%$79M2.42MQ1 2026
Lantern Wealth Advisors, LLC$195M AUM0.15%$301,1169.2KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.15%$4M135.3KQ1 2026
REINHART PARTNERS, LLC.$4.4B AUM0.15%$5M160.4KQ1 2026
DoubleLine ETF Adviser LP$263M AUM0.15%$389,81411.9KQ1 2026
Freestone Grove Partners LP$14.2B AUM0.15%$21M632.1KQ1 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.14%$25M691.8KQ2 2025OLDER
APG Asset Management US Inc.$13.0B AUM0.14%$19M564.6KQ1 2026
Alberta Investment Management Corp$16.7B AUM0.13%$22M685.5KQ1 2026
AMERICAN ASSETS INC$298M AUM0.13%$411,10010.0KQ3 2025OLDER
Twin Tree Management, LP$4.7B AUM0.13%$6M188.1KQ1 2026
Redwood Investment Management, LLC$805M AUM0.12%$1M28.4KQ4 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.12%$500,31115.3KQ1 2026
Farringdon Capital, Ltd.$457M AUM0.11%$510,03215.6KQ1 2026
Capital International Investors$426.5B AUM0.11%$474M14.47MQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.11%$955M29.19MQ1 2026
TWIN CAPITAL MANAGEMENT INC$776M AUM0.11%$830,39325.4KQ1 2026
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.11%$4M125.5KQ2 2025OLDER
Ausbil Investment Management Ltd$201M AUM0.11%$185,5084.8KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.10%$204,5225.0KQ3 2025OLDER
Drucker Wealth 3.0, LLC$573M AUM0.10%$590,76518.1KQ1 2026
Hilton Capital Management, LLC$1.3B AUM0.10%$1M33.6KQ4 2025OLDER
M&G Plc$19.4B AUM0.10%$19M570.9KQ1 2026
FIRST FOUNDATION ADVISORS$2.5B AUM0.09%$2M70.3KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.09%$395,00010.2KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.09%$352,96010.8KQ1 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.09%$1M38.0KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.09%$1M42.5KQ1 2026
Sagewood Asset Management LP$319M AUM0.09%$241,6136.2KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.08%$218,1715.3KQ3 2025OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.08%$652,05115.9KQ3 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.08%$13M387.8KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.07%$11M320.8KQ1 2026
Apollo Management Holdings, L.P.$7.6B AUM0.07%$9M233.1KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.07%$81M2.10MQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.07%$22M669.4KQ1 2026
Pasadena Private Wealth, LLC$723M AUM0.07%$505,52021.4KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.07%$7M219.2KQ1 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.07%$343,66510.5KQ1 2026
Retirement Systems of Alabama$30.0B AUM0.07%$20M600.8KQ1 2026
Westmount Partners, LLC$457M AUM0.06%$261,5138.0KQ1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.06%$19M580.8KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.06%$3M77.6KQ1 2026
Knights of Columbus Asset Advisors LLC$1.8B AUM0.06%$1M32.2KQ1 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.06%$175M5.22MQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.06%$1M34.1KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$1M41.1KQ2 2025OLDER
Covestor Ltd$144M AUM0.06%$84,0002.6KQ1 2026
Sivia Capital Partners, LLC$516M AUM0.06%$294,6359.0KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.06%$43M1.31MQ1 2026
Paralel Advisors LLC$2.4B AUM0.05%$1M40.0KQ1 2026
Brookwood Investment Group LLC$810M AUM0.05%$436,92013.3KQ1 2026
Abel Hall, LLC$469M AUM0.05%$252,2507.7KQ1 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM0.05%$2M51.5KQ1 2026
Warwick Investment Management, Inc.$690M AUM0.05%$335,1998.7KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.05%$15M395.4KQ4 2025OLDER
Horst & Graben Wealth Management LLC$729M AUM0.05%$359,75510.0KQ1 2026
Virtus Investment Advisers, LLC$363M AUM0.05%$178,1175.4KQ1 2026
State of Alaska, Department of Revenue$9.2B AUM0.05%$5M138.5KQ1 2026
Metis Global Partners, LLC$4.1B AUM0.05%$2M60.3KQ1 2026
Arax Advisory Partners$3.5B AUM0.05%$2M50.1KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.04%$33M865.1KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$734,19122.4KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M42.4KQ1 2026
ODDO BHF ASSET MANAGEMENT SAS$2.5B AUM0.04%$1M27.2KQ3 2025OLDER
Vestcor Inc$3.6B AUM0.04%$2M45.8KQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.04%$7M211.5KQ1 2026
Employees Retirement System of Texas$11.4B AUM0.04%$5M142.6KQ2 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.04%$4M110.9KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.04%$1M38.7KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M66.8KQ1 2026
F/m Investments LLC$1.5B AUM0.04%$972,66323.7KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M65.5KQ1 2026
ISTHMUS PARTNERS, LLC$953M AUM0.04%$353,09110.8KQ1 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.04%$2M55.3KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.04%$11M343.8KQ1 2026
Frec Markets, Inc.$587M AUM0.04%$211,4036.5KQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.04%$21M629.4KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.03%$551,40216.8KQ1 2026
FORA Capital, LLC$1.4B AUM0.03%$314,4398.8KQ2 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$9M276.0KQ1 2026
Cambria Investment Management, L.P.$1.8B AUM0.03%$610,44718.7KQ1 2026
True North Advisors, LLC$877M AUM0.03%$213,8955.2KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$650M19.85MQ1 2026
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$630,11819.3KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$18M468.4KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M88.2KQ1 2026
PROSPERITY BANCSHARES INC$125M AUM0.03%$40,0621.2KQ1 2026
DAVIS SELECTED ADVISERS$21.8B AUM0.03%$7M209.6KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.03%$886,98327.1KQ1 2026
Asset Management One Co., Ltd.$33.9B AUM0.03%$10M317.1KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.03%$17M515.4KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.03%$2M48.8KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.03%$12M357.7KQ1 2026
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.03%$292,5808.9KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M88.3KQ2 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.03%$11M340.8KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M75.2KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M101.4KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$12M374.1KQ1 2026
VISION FINANCIAL MARKETS LLC$102M AUM0.03%$32,888800Q3 2025OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.03%$388,08011.9KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.03%$24M731.8KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.03%$5M163.7KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.03%$41M1.26MQ1 2026
AMALGAMATED BANK$13.1B AUM0.03%$3M104.1KQ1 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M51.6KQ1 2026
PineBridge Investments, L.P.$13.5B AUM0.03%$3M83.5KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M27.1KQ4 2025OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$55,9101.4KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$240,7957.4KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$117M3.58MQ1 2026
Capital International, Inc./CA/$13.0B AUM0.02%$3M94.4KQ1 2026
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$230,4865.6KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M38.2KQ1 2026
Moran Wealth Management, LLC$3.3B AUM0.02%$746,76822.8KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.02%$27M758.3KQ2 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$13M402.5KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$47M1.42MQ1 2026
BlackRock, Inc.$5.72T AUM0.02%$1.3B38.62MQ1 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$554,08616.9KQ1 2026
Verition Fund Management LLC$15.4B AUM0.02%$3M101.6KQ1 2026
Essential Partners LLC$250M AUM0.02%$53,1771.5KQ1 2026
Caitlin John, LLC$167M AUM0.02%$35,2501.1KQ1 2026
Quarry LP$558M AUM0.02%$115,8973.5KQ1 2026
Jump Financial, LLC$7.5B AUM0.02%$2M47.4KQ1 2026
Nuveen, LLC$369.3B AUM0.02%$76M2.31MQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.02%$624,55419.1KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M47.2KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.02%$7M212.1KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.02%$4M119.8KQ1 2026
Legal & General Group Plc$432.4B AUM0.02%$86M2.62MQ1 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.02%$551,10716.8KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.02%$18M549.3KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.02%$22M662.5KQ1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.02%$2M71.9KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.02%$1.2B31.93MQ4 2025OLDER
Canoe Financial LP$7.3B AUM0.02%$1M34.5KQ2 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$113M3.47MQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$89M2.73MQ1 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$3M101.9KQ1 2026
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.02%$2M54.5KQ1 2026
North Star Investment Management Corp.$1.7B AUM0.02%$271,1688.3KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.02%$284,8498.7KQ1 2026
NATIXIS ADVISORS, LLC$71.9B AUM0.02%$12M351.4KQ1 2026
RBF Capital, LLC$2.0B AUM0.02%$327,30010.0KQ1 2026
EVOKE WEALTH, LLC$5.6B AUM0.02%$850,43625.6KQ1 2026
PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM0.01%$246,0007.5KQ1 2026
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$702,25421.5KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$16M478.8KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$109M3.33MQ1 2026
AXA Investment Managers S.A.$37.1B AUM0.01%$5M129.8KQ3 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$2M53.4KQ1 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.01%$7M211.2KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$538,44116.5KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.01%$942,95128.8KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M50.9KQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.01%$131,0003.2KQ3 2025OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.01%$2M47.4KQ1 2026
AE Wealth Management LLC$18.5B AUM0.01%$2M73.1KQ1 2026
STATE STREET CORP$2.90T AUM0.01%$374M11.28MQ1 2026
Pacer Advisors, Inc.$35.6B AUM0.01%$5M139.5KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$28M860.1KQ1 2026
Utah Retirement Systems$9.8B AUM0.01%$1M38.0KQ1 2026
Handelsbanken Fonder AB$30.0B AUM0.01%$4M116.4KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$6M177.3KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$15M445.5KQ1 2026
Axiom Investment Management LLC$131M AUM0.01%$16,365500Q1 2026
COMERICA BANK$25.1B AUM0.01%$3M80.3KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M63.9KQ1 2026
Quantbot Technologies LP$2.4B AUM0.01%$297,6149.1KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$47M1.43MQ1 2026
Zimmer Partners, LP$4.1B AUM0.01%$490,95015.0KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$206,9856.3KQ1 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$1M31.4KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$7M180.0KQ4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$549,11116.8KQ1 2026
AXA S.A.$256M AUM0.01%$4M109.9KQ2 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.01%$43,0731.3KQ1 2026
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$260,8026.3KQ3 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.01%$1M38.4KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$57M1.74MQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$10M318.6KQ1 2026
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M48.3KQ1 2026
Treasurer of the State of North Carolina$31.8B AUM0.01%$3M99.8KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$24M744.8KQ1 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$300,1679.2KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$160M4.89MQ1 2026
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$206,4165.3KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M271.4KQ1 2026
Calamos Wealth Management LLC$2.9B AUM0.01%$284,3268.7KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M159.2KQ1 2026
North Dakota State Investment Board$2.3B AUM0.01%$223,0226.8KQ1 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M55.4KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$317,3189.7KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.01%$9M276.2KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.01%$3M100.7KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M273.4KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.01%$9M270.2KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$15M460.8KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$283,7048.7KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$55M1.67MQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$892,77627.3KQ1 2026
Ilmarinen Mutual Pension Insurance Co$12.7B AUM0.01%$1M34.0KQ1 2026
Swiss National Bank$173.8B AUM0.01%$15M460.6KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.01%$223,5136.8KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$339M10.35MQ1 2026
Pandora Wealth, Inc.$165M AUM0.01%$13,374376Q2 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$834,14521.5KQ4 2025OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.01%$479,71311.7KQ3 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$939,51528.7KQ1 2026
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$228,9467.0KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$376,98411.5KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$12M360.8KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.01%$14M432.8KQ1 2026
FULTON BANK, N.A.$3.3B AUM0.01%$212,8055.5KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M67.6KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$303,0337.4KQ3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$216,4855.3KQ3 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$1M42.5KQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$468,23514.3KQ1 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$5M124.3KQ4 2025OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$44,6891.4KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M52.0KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$513,86115.7KQ1 2026
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$579,85714.1KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$930,21928.4KQ1 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$1M37.1KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.01%$4M117.5KQ1 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$645,79619.7KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$27M830.1KQ1 2026
Sachetta, LLC$184M AUM0.01%$11,554353Q1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$12M351.4KQ1 2026
Rise Advisors, LLC$284M AUM0.01%$17,225419Q3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M217.1KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.01%$2M60.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.01%$92M2.82MQ1 2026
HUB Investment Partners, LLC$4.2B AUM0.01%$225,8925.8KQ4 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.01%$1M36.0KQ2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M140.2KQ1 2026
CITIGROUP INC$234.5B AUM0.01%$13M398.2KQ1 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$251,5967.7KQ1 2026
Creative Planning$147.4B AUM0.01%$8M247.8KQ1 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$6M180.6KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$11M342.1KQ1 2026
Measured Wealth Private Client Group, LLC$366M AUM0.01%$19,376592Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$71M2.15MQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M112.3KQ1 2026
MORGAN STANLEY$1.66T AUM0.01%$83M2.55MQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M42.3KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$104,9983.2KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$349,68710.7KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$432,86113.2KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.00%$211,5295.8KQ1 2026
&PARTNERS$20.2B AUM0.00%$947,70227.1KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$825,81023.2KQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$24M734.3KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$15M449.1KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M127.2KQ1 2026
Perpetual Ltd$7.0B AUM0.00%$289,9888.9KQ1 2026
Weiss Asset Management LP$5.9B AUM0.00%$376,0339.1KQ3 2025OLDER
Aberdeen Group plc$61.9B AUM0.00%$3M82.1KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$568,81817.4KQ1 2026
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$6,578160Q3 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$11,783360Q1 2026
Destiny Wealth Partners, LLC$914M AUM0.00%$37,8031.2KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13M328.4KQ1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$6M187.1KQ1 2026
Avalon Trust Co$1.5B AUM0.00%$63,5011.6KQ4 2025OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.00%$2M54.5KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$225,2816.9KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M54.1KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M67.5KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$11M331.4KQ1 2026
Pathway Financial Advisers, LLC$354M AUM0.00%$13,769335Q3 2025OLDER
STRS OHIO$25.2B AUM0.00%$990,47530.3KQ1 2026
Norinchukin Bank, The$8.6B AUM0.00%$333,78110.2KQ1 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$12,623326Q4 2025OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.00%$292,27510.3KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$686,54421.0KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$124,5113.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$33M1.00MQ1 2026
PEAK6 LLC$42.6B AUM0.00%$2M48.9KQ1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,598446Q1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.00%$5M147.7KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$668,79020.4KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$2M56.9KQ1 2026
DekaBank Deutsche Girozentrale$60.6B AUM0.00%$2M64.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$23M712.3KQ1 2026
PARK AVENUE SECURITIES LLC$12.8B AUM0.00%$405,00010.5KQ4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$992,96230.3KQ1 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$443,98213.6KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$2M70.9KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$750,99718.3KQ3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$9,142257Q2 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$371,16811.3KQ1 2026
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$206,0006.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$12M352.1KQ1 2026
ASSETMARK, INC$49.0B AUM0.00%$2M46.1KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$819,05624.6KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$23,232600Q4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M44.3KQ1 2026
Elyxium Wealth, LLC$312M AUM0.00%$10,725277Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$19M586.2KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$378,09711.6KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$1M35.9KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$785,16224.0KQ1 2026
CWM, LLC$38.1B AUM0.00%$1M32.2KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$708,71818.3KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$25,824789Q1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$674,00020.6KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$213,0025.5KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M87.6KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$26,675815Q1 2026
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$73,2742.2KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$833,95720.3KQ3 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M56.9KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$498,67415.2KQ1 2026
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$6,167150Q3 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$2M47.1KQ1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$8,707266Q1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$464,14414.2KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$284,9408.7KQ1 2026
Global X Japan Co., Ltd.$1.9B AUM0.00%$42,8111.3KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$1M40.8KQ1 2026
FIL Ltd$128.7B AUM0.00%$3M81.7KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$8M255.5KQ1 2026
FNY Investment Advisers, LLC$278M AUM0.00%$7,000200Q4 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$117,1413.6KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$219,4226.7KQ1 2026
Walleye Capital LLC$24.0B AUM0.00%$466,14114.2KQ1 2026
Dogwood Wealth Management LLC$253M AUM0.00%$4,451136Q1 2026
Holocene Advisors, LP$41.5B AUM0.00%$784,47324.0KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$23,991733Q1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M77.0KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$6,317193Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$125,4873.8KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M103.8KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M35.5KQ2 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$112,2973.4KQ1 2026
1832 Asset Management L.P.$108.8B AUM0.00%$2M52.3KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M94.3KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.00%$295,2527.2KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$22,971702Q1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M102.1KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$444,80113.6KQ1 2026
Cedar Mountain Advisors, LLC$581M AUM0.00%$7,986244Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$17,151524Q1 2026
Fisher Asset Management, LLC$294.9B AUM0.00%$4M134.8KQ1 2026
Stone House Investment Management, LLC$558M AUM0.00%$8,346255Q1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M49.1KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M41.6KQ1 2026
Amundi$367.1B AUM0.00%$5M160.8KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M132.4KQ1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$231,2477.1KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$789,35324.0KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M37.7KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$844,81725.8KQ1 2026
Sunrise Financial Services, LLC$141M AUM0.00%$1,73553Q1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$216,4346.6KQ1 2026
Clearstead Trust, LLC$613M AUM0.00%$7,136218Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$9M289.5KQ1 2026
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,27639Q1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$303,1397.8KQ4 2025OLDER
Calamos Advisors LLC$28.2B AUM0.00%$284,3268.7KQ1 2026
Rossby Financial, LCC$489M AUM0.00%$4,895149Q1 2026
Tidal Investments LLC$47.4B AUM0.00%$472,65314.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$240,7546.2KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$60,1441.5KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M171.4KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$55,3311.4KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$12,798391Q1 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$598,95918.3KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$544,07716.6KQ1 2026
FMR LLC$1.90T AUM0.00%$17M519.5KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$479,52714.7KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$122,9013.8KQ1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$13,288406Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7,921242Q1 2026
Capital Advisors, Ltd. LLC$880M AUM0.00%$7,000223Q1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$28,606874Q1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M37.0KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$517,42817.1KQ1 2026
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$3,04493Q1 2026
Mariner, LLC$85.7B AUM0.00%$508,40814.3KQ2 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$32,7301.0KQ1 2026
Cromwell Holdings LLC$223M AUM0.00%$1,22737Q1 2026
Lido Advisors, LLC$32.7B AUM0.00%$229,1435.5KQ4 2025OLDER
Activest Wealth Management$569M AUM0.00%$3,829117Q1 2026
Advisors Asset Management, Inc.$6.0B AUM0.00%$39,424959Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$70,7592.2KQ1 2026
MAI Capital Management$17.7B AUM0.00%$116,1923.5KQ1 2026
CX Institutional$3.5B AUM0.00%$21,000649Q1 2026
Guerra Advisors Inc$271M AUM0.00%$1,64440Q3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$91628Q1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$6,964210Q1 2026
Man Group plc$55.1B AUM0.00%$320,6239.8KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$4,746145Q1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$556,24617.0KQ1 2026
KBC Group NV$39.9B AUM0.00%$226,0006.9KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M69.3KQ1 2026
CIBC Asset Management Inc$40.9B AUM0.00%$220,0116.7KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$25,104767Q1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$212,1185.5KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$433,64013.2KQ1 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$1,40843Q1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$157,5774.8KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$36,4621.1KQ1 2026
Principia Wealth Advisory, LLC$160M AUM0.00%$77420Q4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$50313Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M53.9KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$302,1969.2KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$8,695225Q4 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$2,22668Q1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$324,8308.4KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$745,00021.0KQ2 2025OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,10995Q1 2026
Ascentis Independent Advisors$1.3B AUM0.00%$5,564170Q1 2026
NewSquare Capital LLC$1.2B AUM0.00%$5,407152Q2 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$4,272129Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$11,946365Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M86.9KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$270,5477.0KQ4 2025OLDER
EFG International AG$4.7B AUM0.00%$16,430502Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$197,8205.1KQ4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,22668Q1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$3,877109Q2 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,86657Q1 2026
WealthTrak Capital Management LLC$140M AUM0.00%$35610Q2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$482,30914.7KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$8,132210Q4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$74,0001.8KQ3 2025OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$8,181230Q2 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$337,02110.3KQ1 2026
Manchester Capital Management LLC$694M AUM0.00%$1,78246Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,50646Q1 2026
Avion Wealth$484M AUM0.00%$1,00042Q4 2025OLDER
Kestra Investment Management, LLC$5.8B AUM0.00%$13,458358Q2 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$3,410104Q1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$1,54044Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$137,5464.2KQ1 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$67,9802.1KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$45,9211.4KQ1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$6,611202Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$146,9264.5KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$491,24515.0KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,74984Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$95,6292.9KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$263,9488.1KQ1 2026

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