SEC 13F Intelligence

SYU1SYNOVUS FINL CORP

CUSIP 87161C501 · Yahoo Finance ↗ · Google Finance ↗

Synovus Finl Corp (SYU1) has 4 institutional holders in Filings Flow’s 13F database, together reporting 1.70M shares worth $85M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and FMR LLC.

Institutional Holders
4
Q1 2026
Reported Value
$85M
Ticker
SYU1
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 294Q4 ’18Q1 ’19: 338Q2 ’19: 338Q2 ’19Q3 ’19: 344Q2 ’21: 347Q2 ’21Q4 ’21: 387Q4 ’22: 387Q4 ’22Q4 ’25: 443Q1 ’26: 4Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $10.4BQ4 ’18Q1 ’19: $11.5BQ2 ’19: $9.1BQ2 ’19Q3 ’19: $10.3BQ2 ’21: $20.0BQ2 ’21Q4 ’21: $18.8BQ4 ’22: $1.9BQ4 ’22Q4 ’25: $5.6BQ1 ’26: $85MQ1 ’26Q2 ’26: $10,711filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Kintayl Capital LP$192M AUM8.35%$14M276.4KQ4 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM4.08%$35M699.2KQ4 2025OLDER
SALZHAUER MICHAEL$212M AUM3.10%$8M151.5KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM2.98%$261M5.31MQ3 2025OLDER
First Trust Capital Management L.P.$1.9B AUM2.54%$42M838.6KQ4 2025OLDER
Petiole USA ltd$143M AUM2.27%$4M70.1KQ4 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM2.18%$20M403.6KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM2.01%$266M5.31MQ4 2025OLDER
Private Capital Management, LLC$1.0B AUM1.65%$18M358.9KQ4 2025OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM1.54%$29M582.9KQ4 2025OLDER
HBK INVESTMENTS L P$9.9B AUM1.49%$189M3.79MQ4 2025OLDER
Black Maple Capital Management LP$179M AUM1.39%$2M39.7KQ4 2025OLDER
Sagefield Capital LP$1.4B AUM1.09%$13M257.7KQ4 2025OLDER
Yakira Capital Management, Inc.$342M AUM0.98%$3M58.3KQ4 2025OLDER
Carlson Capital, L.P.$318M AUM0.96%$3M54.3KQ4 2025OLDER
Phocas Financial Corp.$637M AUM0.93%$7M146.9KQ3 2025OLDER
Carson Advisory Inc.$193M AUM0.93%$2M35.7KQ4 2025OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM0.93%$2M49.8KQ3 2025OLDER
Asio Capital, LLC$712M AUM0.87%$6M123.9KQ4 2025OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.87%$22M430.8KQ4 2025OLDER
TIG Advisors, LLC$2.2B AUM0.84%$14M288.6KQ3 2025OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM0.84%$2M46.6KQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.83%$72M1.44MQ4 2025OLDER
Kiker Wealth Management, LLC$209M AUM0.79%$2M32.1KQ3 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.78%$5M102.2KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.78%$8M150.0KQ4 2025OLDER
Riverwater Partners LLC$300M AUM0.72%$2M37.0KQ4 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.63%$10M190.3KQ4 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.56%$81M1.62MQ4 2025OLDER
Alpine Global Management, LLC$668M AUM0.55%$3M51.3KQ4 2025OLDER
INTEGRATED WEALTHCARE, LLC$120M AUM0.54%$637,67512.7KQ4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.53%$42M835.1KQ4 2025OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.49%$1M23.7KQ4 2025OLDER
Friedenthal Financial$217M AUM0.47%$914,91418.3KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.46%$8M169.3KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.45%$9M185.9KQ3 2025OLDER
ICON ADVISERS INC/CO$433M AUM0.35%$2M32.4KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.33%$12M243.8KQ3 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.32%$15M303.0KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.31%$2M45.0KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.31%$2M41.1KQ3 2025OLDER
CORRECT CAPITAL WEALTH MANAGEMENT$536M AUM0.29%$2M30.8KQ4 2025OLDER
INSTRUMENTAL WEALTH, LLC$163M AUM0.27%$381,0538.6KQ3 2025OLDER
EJF Capital LP$142M AUM0.22%$390,8407.8KQ4 2025OLDER
RFP Financial Group LLC$184M AUM0.22%$452,5609.0KQ4 2025OLDER
Burns Matteson Capital Management, LLC$273M AUM0.20%$583,33311.7KQ4 2025OLDER
Essential Partners LLC$250M AUM0.20%$497,5259.6KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.18%$4M86.4KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.17%$682,63213.6KQ4 2025OLDER
Reliant Investment Management, LLC$207M AUM0.17%$410,4108.2KQ4 2025OLDER
Cetera Trust Company, N.A$177M AUM0.17%$311,0116.2KQ4 2025OLDER
Crew Capital Management, Ltd$151M AUM0.16%$250,0005.0KQ4 2025OLDER
Balanced Rock Investment Advisors LLC$143M AUM0.15%$218,0684.4KQ4 2025OLDER
GREATMARK INVESTMENT PARTNERS, INC.$854M AUM0.14%$1M23.8KQ4 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.14%$2M41.2KQ4 2025OLDER
Advisors Preferred, LLC$679M AUM0.13%$905,35918.6KQ3 2025OLDER
Ruffer LLP$2.4B AUM0.13%$3M58.3KQ4 2025OLDER
denkapparat Operations GmbH$242M AUM0.13%$244,5444.9KQ4 2025OLDER
Welch Group, LLC$2.7B AUM0.13%$3M67.6KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.13%$2M38.5KQ4 2025OLDER
PFW Advisors LLC$318M AUM0.13%$424,0748.5KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.13%$13M264.4KQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.13%$2M39.2KQ3 2025OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.12%$980,78019.6KQ4 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.12%$20M390.0KQ4 2025OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.11%$233,3754.8KQ3 2025OLDER
waypoint wealth counsel$193M AUM0.11%$296,8475.9KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.11%$106M2.12MQ4 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.11%$330,9816.6KQ4 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.10%$365,6467.5KQ3 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.10%$1M25.3KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.10%$21M418.8KQ4 2025OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.10%$6M112.1KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.10%$11M219.2KQ4 2025OLDER
Register Financial Advisors LLC$271M AUM0.10%$251,5655.0KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.10%$950,95019.0KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.10%$9M169.9KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.09%$3M51.4KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.09%$6M114.7KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.09%$3M66.3KQ4 2025OLDER
Tradewinds, LLC.$310M AUM0.09%$375,3757.5KQ4 2025OLDER
Interval Partners, LP$3.8B AUM0.08%$5M104.9KQ3 2025OLDER
Saiph Capital, LLC$264M AUM0.08%$212,9134.3KQ4 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.08%$3M54.9KQ3 2025OLDER
Sagewood Asset Management LP$319M AUM0.08%$211,7624.2KQ4 2025OLDER
Greenland Capital Management LP$787M AUM0.07%$700,70014.0KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.07%$539,03910.8KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.07%$11M218.1KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.07%$4M78.1KQ3 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.07%$21M428.7KQ4 2025OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.07%$641,09012.8KQ4 2025OLDER
MFA WEALTH ADVISORS, LLC$508M AUM0.07%$321,3716.4KQ4 2025OLDER
Thomasville National Bank$1.6B AUM0.07%$1M21.4KQ4 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.06%$12M249.3KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.06%$631,80712.9KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.06%$16M319.0KQ4 2025OLDER
Stonegate Investment Group, LLC$4.3B AUM0.06%$3M53.1KQ3 2025OLDER
Permanent Capital Management, LP$643M AUM0.06%$321,5556.5KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.06%$341M6.81MQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.06%$8M151.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.06%$2M46.8KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.06%$44M887.8KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.06%$132M2.64MQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.05%$9M185.0KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.05%$14M276.5KQ4 2025OLDER
FIDUCIARY FINANCIAL GROUP, LLC$882M AUM0.05%$341,2047.0KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.05%$1M27.6KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.05%$102M2.04MQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.05%$2M43.4KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$235M4.69MQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.05%$406,9067.0KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$77,1611.54MQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$80M1.61MQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.05%$636,83612.7KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.05%$25M494.6KQ4 2025OLDER
Paragon Capital Management Ltd$476M AUM0.05%$229,9934.6KQ4 2025OLDER
Legacy Financial Advisors, Inc.$715M AUM0.05%$328,5286.6KQ4 2025OLDER
Abich Financial Wealth Management LLC$281M AUM0.04%$125,0562.5KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$455,7089.3KQ3 2025OLDER
PETTYJOHN, WOOD & WHITE, INC$628M AUM0.04%$269,8705.4KQ4 2025OLDER
BIP Wealth, LLC$2.5B AUM0.04%$1M23.4KQ4 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.04%$2M39.6KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$9M176.0KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.04%$13M266.9KQ4 2025OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.04%$441,7209.0KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.04%$4M75.9KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M25.4KQ4 2025OLDER
SeaBridge Investment Advisors LLC$591M AUM0.04%$234,7854.7KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$355,1437.2KQ3 2025OLDER
Ellenbecker Investment Group$743M AUM0.04%$260,2395.2KQ4 2025OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.04%$221,1714.4KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.03%$3M59.4KQ3 2025OLDER
Callan Family Office, LLC$4.4B AUM0.03%$2M32.4KQ4 2025OLDER
Orion Capital Management LLC$290M AUM0.03%$103,2782.1KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$69M1.37MQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$1M22.7KQ4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.03%$57,3071.1KQ4 2025OLDER
INTRUST BANK NA$1.2B AUM0.03%$398,3988.0KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M38.4KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$11M214.4KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.03%$420,9108.6KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M57.8KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.03%$35M692.4KQ4 2025OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.03%$229,9094.6KQ4 2025OLDER
Procyon Advisors, LLC$2.3B AUM0.03%$559,85911.2KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.03%$8M159.7KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.03%$367,7677.3KQ4 2025OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.03%$269,5615.7KQ3 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$456,0069.1KQ4 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.03%$45,646912Q4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$16M317.0KQ4 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.03%$3M65.4KQ4 2025OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.03%$600,78812.2KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M60.4KQ4 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.03%$68213.9KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$947,29618.9KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.02%$554,75411.1KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.02%$746,74614.9KQ4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.02%$1M20.9KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M39.0KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$11M218.1KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M45.1KQ3 2025OLDER
WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM0.02%$375,3757.5KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$762,96315.2KQ4 2025OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.02%$204,7054.1KQ4 2025OLDER
EQUITABLE TRUST CO$2.2B AUM0.02%$507,75710.1KQ4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.02%$599,18613.3KQ3 2025OLDER
FMR LLC$1.90T AUM0.02%$432M8.62MQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$16M311.5KQ4 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$2M30.9KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$10M208.3KQ4 2025OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.02%$309,0096.2KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$20M399.7KQ3 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.02%$2M48.9KQ4 2025OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.02%$206,2564.1KQ4 2025OLDER
CFS Investment Advisory Services, LLC$1.5B AUM0.02%$265,2655.3KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$506,30610.1KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$34M675.5KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M21.3KQ4 2025OLDER
Key FInancial Inc$562M AUM0.02%$99,3992.0KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M27.9KQ3 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.02%$388,4707.8KQ4 2025OLDER
Quarry LP$558M AUM0.02%$112,2122.2KQ4 2025OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.02%$256,1565.1KQ4 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$2M30.0KQ4 2025OLDER
New England Capital Financial Advisors LLC$365M AUM0.02%$43,012859Q4 2025OLDER
Wedmont Private Capital$3.1B AUM0.02%$449,7999.4KQ3 2025OLDER
CWM, LLC$38.1B AUM0.02%$6,035120.6KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$10M200.8KQ4 2025OLDER
Mubadala Investment Co PJSC$20.5B AUM0.02%$3M55.5KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.02%$285,3855.7KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.02%$10M204.8KQ4 2025OLDER
MTM Investment Management, LLC$316M AUM0.01%$46,346926Q4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M29.8KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.01%$49,300985Q4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$18M356.9KQ4 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$10M194.8KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$389,8307.8KQ4 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$6M119.2KQ4 2025OLDER
Keystone Financial Group, Inc.$192M AUM0.01%$26,527530Q4 2025OLDER
Neo Ivy Capital Management$379M AUM0.01%$87,9371.8KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.01%$747,99915.3KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.01%$31M611.5KQ4 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.01%$242,9424.9KQ4 2025OLDER
Sage Mountain Advisors LLC$1.4B AUM0.01%$241,5914.8KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$11M210.6KQ4 2025OLDER
Parcion Private Wealth LLC$1.6B AUM0.01%$208,6584.2KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M137.4KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M65.2KQ4 2025OLDER
Tredje AP-fonden$18.3B AUM0.01%$1M29.9KQ3 2025OLDER
Ransom Advisory, Ltd$218M AUM0.01%$25,615500Q4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M72.0KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$696M13.91MQ4 2025OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$14M268.7KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$65M1.30MQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$949,89919.0KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$710,43314.5KQ3 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$464,6429.7KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$216,7164.3KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$479,3299.6KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$10M199.6KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M38.5KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$226,7384.4KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$9M177.7KQ3 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$829,12816.6KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$65M1.29MQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M51.7KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M54.5KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$650M12.98MQ4 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$286,0615.7KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M41.7KQ3 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$245,3954.9KQ4 2025OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.01%$554,58311.3KQ3 2025OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$348,7616.7KQ3 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$255,8065.1KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$8M163.1KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M35.0KQ4 2025OLDER
Arlington Trust Co LLC$1.2B AUM0.01%$49,1781.0KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$8M156.8KQ4 2025OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$231,3144.7KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M47.8KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$260,7135.3KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$286,9405.7KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.01%$14M273.6KQ4 2025OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M32.8KQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$302,1146.7KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$383,3837.7KQ4 2025OLDER
Quent Capital, LLC$1.4B AUM0.01%$107,6082.1KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M308.3KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$935,69518.7KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$6M111.0KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$120M2.33MQ4 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$13M257.6KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.01%$5M99.4KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$57M1.13MQ4 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M35.6KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$182,4273.6KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$206M4.11MQ4 2025OLDER
Mariner, LLC$85.7B AUM0.01%$6M113.7KQ4 2025OLDER
FineMark National Bank & Trust$3.2B AUM0.01%$211,7114.2KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M131.7KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M41.7KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M37.0KQ4 2025OLDER
Capital Investment Advisors, LLC$6.8B AUM0.01%$423,6388.5KQ4 2025OLDER
Investors Research Corp$523M AUM0.01%$34,284685Q4 2025OLDER
Richardson Capital Management LLC$207M AUM0.01%$12,513250Q4 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$17,324353Q3 2025OLDER
Curi Capital, LLC$5.6B AUM0.01%$357,8587.2KQ4 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$338,7386.8KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$4M82.0KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M22.3KQ4 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$690,70314.1KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$421,3208.4KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$995,99519.9KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$392,1927.8KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$355,5987.1KQ4 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$220,0704.4KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M60.5KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$889,79917.8KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$293,0285.9KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M28.9KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$4M74.1KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$6M124.2KQ4 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.01%$16M313.3KQ4 2025OLDER
United Community Bank$300M AUM0.01%$17,178350Q3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M73.3KQ3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$411,8118.2KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$84M1.68MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$3M67.0KQ3 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.00%$239,5394.8KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$7M148.4KQ4 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$18,569371Q4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M45.3KQ4 2025OLDER
Bank of New Hampshire$437M AUM0.00%$20,957427Q3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$404,4158.1KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$638,98812.8KQ4 2025OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$287,7375.7KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M28.3KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$231,6814.6KQ4 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$616,49312.6KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$37M729.6KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$808,05716.1KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$246,9744.9KQ4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$14,114282Q4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$15,066301Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$6M118.1KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$269,6805.4KQ4 2025OLDER
Sachetta, LLC$184M AUM0.00%$7,408148Q4 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$956,95619.1KQ4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$590,29011.8KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$1M21.2KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$13,714274Q4 2025OLDER
Ethic Inc.$6.4B AUM0.00%$237,3584.7KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M54.2KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M20.7KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M72.1KQ4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$272,9725.5KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$366,8677.3KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$707,30714.1KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$811,51916.2KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$14M278.4KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$52M1.04MQ4 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$254,0875.2KQ3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$6M117.7KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M36.5KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$929,52918.6KQ4 2025OLDER
Summit Financial, LLC$7.8B AUM0.00%$208,3584.2KQ4 2025OLDER
Torren Management, LLC$201M AUM0.00%$5,974119Q4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$228,4574.6KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$13M257.7KQ4 2025OLDER
GREENLEAF TRUST$10.2B AUM0.00%$317,3676.3KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.00%$235,5844.8KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$9M178.4KQ4 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$494,7489.9KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$181,6023.7KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$10M202.4KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$481,8009.6KQ4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$13,714274Q4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$445,8458.9KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$22M448.0KQ4 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$89,5411.8KQ3 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$23,824476Q4 2025OLDER
William B. Walkup & Associates, Inc.$167M AUM0.00%$4,02086Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$8,358167Q4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$290,2135.9KQ3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$10,711214Q2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$405,3158.1KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$17,219344Q4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M39.3KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$562,26911.0KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$29M585.0KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M129.7KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M42.5KQ4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$8,859177Q4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$16,366327Q4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$391,7417.8KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$13M250.2KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M56.5KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$13M261.5KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$275,7255.5KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M124.8KQ4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$262,1365.3KQ3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$12,113242Q4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$187,3873.8KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M32.8KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$414,9148.3KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$438,9898.8KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$16,503329.7KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$67,5341.4KQ4 2025OLDER
&PARTNERS$20.2B AUM0.00%$332,1106.6KQ4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$454,8889.2KQ3 2025OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$320,1496.4KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$92,8051.9KQ4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$12,270250Q3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$3,70474Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$20,871417Q4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$213,8644.3KQ4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$6,256125Q4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$215,3664.3KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$44,845896Q4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$202,5534.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$991,54819.8KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$134,1362.7KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$84,3841.7KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$292,2415.8KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$103,7532.1KQ4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$15,286314Q3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M58.8KQ3 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,35127Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M22.4KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$672,67213.4KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$23,023460Q4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$362,8067.2KQ4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$686,03513.7KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$8M150.6KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$627,62712.5KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$5M92.7KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M95.1KQ4 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$12,348247Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$31,782635Q4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$690,30013.8KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$766,86615.3KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$811,83216.2KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$1,12923Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$538,08810.8KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M92.9KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M67.5KQ4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$307,5186.3KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$405,0578.3KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$253,7035.1KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M21.3KQ4 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$6,956139Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,606112Q4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$8,659173Q4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$540,84110.8KQ4 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$200,5004.0KQ4 2025OLDER
Colonial Trust Co / SC$735M AUM0.00%$5,255105Q4 2025OLDER
Activest Wealth Management$569M AUM0.00%$3,70474Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$515,22010.3KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$226,2104.6KQ3 2025OLDER
Concord Wealth Partners$770M AUM0.00%$4,80596Q4 2025OLDER
STRS OHIO$25.2B AUM0.00%$166,2663.3KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M81.5KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M21.1KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$478,3449.3KQ4 2025OLDER
Triumph Capital Management$491M AUM0.00%$2,50250Q4 2025OLDER
Kilter Group LLC$232M AUM0.00%$1,20224Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$392,0157.8KQ4 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$2,45450Q3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$278,5795.6KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$4,50490Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M34.2KQ4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$7,658153Q4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$6,135125Q3 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$33,333666Q4 2025OLDER
Cromwell Holdings LLC$223M AUM0.00%$65113Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M20.5KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$10,110202Q4 2025OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$4,10482Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,45229Q4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$3,55471Q4 2025OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$5,252107Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$19,859405Q3 2025OLDER
Asset Dedication, LLC$1.4B AUM0.00%$4,75595Q4 2025OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$1,25225Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$312,2626.2KQ4 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$7,257145Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,461229Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$15,997320Q4 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$6,307126Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$919,51818.4KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$473,0239.5KQ4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$621.3KQ3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$6,507130Q4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$292,2415.8KQ4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$80,5811.6KQ4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,89659Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M23.9KQ4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1,20124Q4 2025OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$3006Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,31926Q4 2025OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$3507Q4 2025OLDER
Breakwater Investment Management$269M AUM0.00%$49110Q3 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$75,0751.5KQ4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,60232Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$6,206124Q4 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$53,3031.1KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$359,7597.2KQ4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$60012Q4 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$4018Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$234,1904.7KQ4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$83417Q3 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$4,00480Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1142.3KQ4 2025OLDER
NBT BANK N A /NY$1.5B AUM0.00%$1,92950Q4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$49110Q3 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$59412Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$21,742443Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,35487Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$170,9873.4KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$3016Q4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$75115Q4 2025OLDER
Amundi$367.1B AUM0.00%$338,1386.8KQ4 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$4,15483Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$13,439269Q4 2025OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$1593Q4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$1,10122Q4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$1,00120Q4 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$60112Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$10,811216Q4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$1,00120Q4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$491Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$1323Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$12,512250Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$55111Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$95119Q4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2505Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$19,632400Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$68714Q3 2025OLDER
NATIXIS$28.0B AUM0.00%$1,76736Q3 2025OLDER

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