SEC 13F Intelligence

TRPTC ENERGY CORP

CUSIP 87807B107 · Yahoo Finance ↗ · Google Finance ↗

Tc Energy Corp (TRP) has 672 institutional holders in Filings Flow’s 13F database, together reporting 719.92M shares worth $45.1B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Bank Of Montreal /Can/, and Capital Research Global Investors.

Institutional Holders
672
Q1 2026
Reported Value
$45.1B
Ticker
TRP
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 13Q1 ’19Q2 ’19: 340Q3 ’19: 374Q4 ’19: 396Q1 ’20: 401Q1 ’20Q2 ’20: 409Q3 ’20: 411Q4 ’20: 416Q1 ’21: 471Q1 ’21Q2 ’21: 466Q3 ’21: 459Q4 ’21: 475Q1 ’22: 499Q1 ’22Q2 ’22: 498Q3 ’22: 486Q4 ’22: 500Q1 ’23: 475Q1 ’23Q2 ’23: 474Q3 ’23: 468Q4 ’23: 485Q1 ’24: 482Q1 ’24Q2 ’24: 499Q3 ’24: 536Q4 ’24: 576Q1 ’25: 581Q1 ’25Q2 ’25: 594Q3 ’25: 586Q4 ’25: 623Q1 ’26: 672Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $43MQ1 ’19Q2 ’19: $14.7BQ3 ’19: $17.1BQ4 ’19: $18.7BQ1 ’20: $15.8BQ1 ’20Q2 ’20: $16.0BQ3 ’20: $16.4BQ4 ’20: $16.1BQ1 ’21: $20.3BQ1 ’21Q2 ’21: $20.9BQ3 ’21: $20.2BQ4 ’21: $20.3BQ1 ’22: $25.6BQ1 ’22Q2 ’22: $22.7BQ3 ’22: $17.9BQ4 ’22: $19.3BQ1 ’23: $19.2BQ1 ’23Q2 ’23: $19.9BQ3 ’23: $18.3BQ4 ’23: $19.8BQ1 ’24: $21.0BQ1 ’24Q2 ’24: $18.5BQ3 ’24: $21.9BQ4 ’24: $23.4BQ1 ’25: $29.9BQ1 ’25Q2 ’25: $44.7BQ3 ’25: $44.7BQ4 ’25: $40.8BQ1 ’26: $45.1BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
ROYAL BANK OF CANADA$570.1B AUM1.01%$5.8B92.34MQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM1.28%$3.4B54.69MQ1 2026
Capital Research Global Investors$644.6B AUM0.44%$2.8B44.85MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.04%$2.6B47.80MQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.05%$1.8B29.50MQ1 2026
FIL Ltd$128.7B AUM1.31%$1.7B27.01MQ1 2026
1832 Asset Management L.P.$108.8B AUM1.27%$1.4B22.04MQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM1.10%$1.4B21.68MQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.71%$1.1B17.52MQ1 2026
GQG Partners LLC$63.1B AUM1.68%$1.1B16.95MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.12%$1.0B16.07MQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.32%$978M15.62MQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM1.58%$970M15.49MQ1 2026
TORONTO DOMINION BANK$69.7B AUM1.39%$966M15.43MQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM1.88%$816M13.05MQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.96%$800M12.77MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.04%$663M10.41MQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.57%$641M10.34MQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM1.88%$635M10.31MQ1 2026
JARISLOWSKY, FRASER Ltd$18.2B AUM3.21%$585M10.75MQ3 2025OLDER
NORGES BANK$0 AUM0.06%$584M10.60MQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM1.42%$582M9.30MQ1 2026
SCOTIA CAPITAL INC.$24.3B AUM2.36%$574M9.25MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.14%$572M9.13MQ1 2026
Clearbridge Investments, LLC$114.9B AUM0.49%$560M8.95MQ1 2026
DODGE & COX$182.0B AUM0.31%$557M8.89MQ1 2026
MORGAN STANLEY$1.66T AUM0.03%$540M8.63MQ1 2026
Legal & General Group Plc$432.4B AUM0.12%$540M8.64MQ1 2026
BANK OF NOVA SCOTIA$57.2B AUM0.92%$525M8.38MQ1 2026
TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM5.22%$501M8.01MQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM1.79%$497M8.04MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.03%$495M7.85MQ1 2026
Capital World Investors$732.9B AUM0.06%$476M7.61MQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.24%$457M7.30MQ1 2026
Blackstone Inc.$25.6B AUM1.57%$402M6.42MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.18%$357M5.71MQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.57%$354M5.65MQ1 2026
ClearBridge Investments Ltd$4.6B AUM6.96%$317M6.51MQ2 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.27%$315M5.04MQ1 2026
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM5.78%$302M4.82MQ1 2026
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM3.06%$295M4.72MQ1 2026
Amundi$367.1B AUM0.08%$288M4.61MQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.38%$278M4.45MQ1 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.41%$257M4.12MQ1 2026
Alberta Investment Management Corp$16.7B AUM1.50%$251M4.00MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$245M3.91MQ1 2026
Beutel, Goodman & Co Ltd.$14.8B AUM1.60%$236M3.78MQ1 2026
Capital International Investors$426.5B AUM0.05%$222M3.54MQ1 2026
Swiss National Bank$173.8B AUM0.13%$219M3.50MQ1 2026
SIG North Trading, ULC$5.0B AUM4.18%$209M3.33MQ1 2026
MUFG SECURITIES (CANADA), LTD.$3.5B AUM5.83%$203M3.24MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.03%$186M2.98MQ1 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM1.07%$181M2.89MQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.29%$177M2.83MQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$158M2.53MQ1 2026
Cardinal Capital Management, Inc.$3.7B AUM4.26%$158M2.53MQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.87%$136M2.18MQ1 2026
Invesco Ltd.$653.3B AUM0.02%$134M2.14MQ1 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.98%$134M2.14MQ1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.95%$129M2.06MQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.01%$126M2.02MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$122M1.95MQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.10%$122M1.95MQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.02%$121M1.93MQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.03%$111M1.78MQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.09%$110M1.76MQ1 2026
NICOLA WEALTH MANAGEMENT LTD.$833M AUM10.02%$110M2.00MQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.12%$109M1.75MQ1 2026
BROOKFIELD Corp /ON/$74.2B AUM0.15%$109M1.74MQ1 2026
Nuveen, LLC$369.3B AUM0.03%$107M1.71MQ1 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM1.06%$102M1.63MQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.05%$95M1.52MQ1 2026
UBS Group AG$666.3B AUM0.01%$92M1.46MQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.13%$89M1.43MQ1 2026
AGF MANAGEMENT LTD$22.3B AUM0.39%$88M1.13MQ1 2026
Maryland State Retirement & Pension System$4.9B AUM1.77%$87M1.39MQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$84M1.34MQ1 2026
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM2.22%$81M1.29MQ1 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM3.97%$80M1.28MQ1 2026
Addenda Capital Inc.$3.7B AUM2.25%$80M908.8KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$76M1.22MQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.14%$76M1.22MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$74M1.18MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$68M965.9KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.47%$66M1.06MQ1 2026
BARCLAYS PLC$416.3B AUM0.02%$66M1.06MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.07%$65M1.04MQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$65M1.04MQ1 2026
Vontobel Holding Ltd.$29.1B AUM0.22%$63M1.01MQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.18%$63M1.01MQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.18%$59M945.1KQ1 2026
LPL Financial LLC$376.6B AUM0.02%$58M933.7KQ1 2026
M&G Plc$19.4B AUM0.30%$57M911.8KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$57M905.5KQ1 2026
AVIVA PLC$59.6B AUM0.09%$56M897.5KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$56M893.1KQ1 2026
Energy Income Partners, LLC$6.2B AUM0.89%$55M884.3KQ1 2026
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM4.72%$55M877.6KQ1 2026
BESSEMER GROUP INC$63.6B AUM0.08%$54M862.1KQ1 2026
Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM3.61%$50M803.7KQ1 2026
LINCLUDEN MANAGEMENT LTD$939M AUM5.20%$49M767.8KQ1 2026
Partners Group Holding AG$1.4B AUM3.48%$47M387.8KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$45M720.2KQ1 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.02%$45M517.0KQ1 2026
Yaupon Capital Management LP$3.2B AUM1.35%$43M690.4KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.05%$41M653.3KQ1 2026
Fractal Investments LLC$845M AUM4.81%$41M649.0KQ1 2026
Achmea Investment Management B.V.$3.8B AUM1.00%$38M606.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$38M604.2KQ1 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$37M765.7KQ2 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.12%$37M586.6KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.03%$35M549.5KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.04%$34M541.8KQ1 2026
VIKING FUND MANAGEMENT LLC$976M AUM3.40%$33M530.0KQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.02%$33M523.8KQ1 2026
PEAK6 LLC$42.6B AUM0.08%$32M512.4KQ1 2026
Jain Global LLC$24.2B AUM0.24%$31M626.1KQ2 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.15%$30M475.8KQ1 2026
HENNESSY ADVISORS INC$2.8B AUM1.04%$29M459.7KQ1 2026
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.82%$29M457.6KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.11%$28M451.4KQ1 2026
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.43%$28M442.1KQ1 2026
Capital International, Inc./CA/$13.0B AUM0.21%$28M440.8KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.03%$25M394.2KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.03%$24M389.8KQ1 2026
Coleford Investment Management Ltd.$408M AUM5.55%$23M358.9KQ1 2026
Murchinson Ltd.$791M AUM2.78%$22M351.2KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.05%$21M344.3KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.04%$21M386.7KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.02%$21M338.4KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$21M331.8KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.05%$20M328.2KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$20M318.2KQ1 2026
Harvest Portfolios Group Inc.$6.1B AUM0.33%$20M317.3KQ1 2026
Northwest & Ethical Investments L.P.$4.3B AUM0.46%$20M315.1KQ1 2026
SIR Capital Management, L.P.$1.1B AUM1.80%$19M308.5KQ1 2026
Covalis Capital LLP$1.6B AUM1.16%$19M300.7KQ1 2026
Aviso Financial Inc.$2.8B AUM0.66%$19M298.4KQ1 2026
Heathbridge Capital Management Ltd.$275M AUM6.65%$18M292.8KQ1 2026
Catalyst Capital Advisors LLC$5.4B AUM0.33%$18M283.5KQ1 2026
GUARDIAN CAPITAL LP$3.8B AUM0.47%$18M282.9KQ1 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.15%$17M197.8KQ1 2026
Purpose Unlimited Inc.$2.4B AUM0.70%$17M272.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.02%$17M267.4KQ1 2026
Greenline Partners, LLC$930M AUM1.75%$16M258.0KQ1 2026
Cardinal Point Capital Management ULC$1.8B AUM0.97%$16M252.7KQ1 2026
AXA Investment Managers S.A.$37.1B AUM0.04%$16M290.2KQ3 2025OLDER
Man Group plc$55.1B AUM0.03%$16M251.8KQ1 2026
Midwest Trust Co$8.0B AUM0.19%$15M245.4KQ1 2026
Premier Fund Managers Ltd$1.4B AUM1.08%$15M242.6KQ1 2026
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.08%$15M241.2KQ1 2026
AXA S.A.$256M AUM0.04%$15M299.0KQ2 2025OLDER
Fiera Capital Corp$29.2B AUM0.05%$14M229.9KQ1 2026
DekaBank Deutsche Girozentrale$60.6B AUM0.02%$14M216.0KQ1 2026
Varma Mutual Pension Insurance Co$17.0B AUM0.08%$13M215.1KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.02%$13M207.6KQ1 2026
Turas Capital Management LP$392M AUM4.34%$13M235.5KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.09%$13M206.7KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$13M203.8KQ1 2026
Lorne Steinberg Wealth Management Inc.$422M AUM3.02%$13M203.4KQ1 2026
Waratah Capital Advisors Ltd.$2.6B AUM0.34%$13M260.6KQ2 2025OLDER
Credential Qtrade Securities Inc.$1.9B AUM0.66%$12M304.9KQ2 2025OLDER
Korea Investment CORP$48.3B AUM0.02%$12M188.9KQ1 2026
Guardian Partners Inc.$1.2B AUM0.97%$12M184.6KQ1 2026
Bell Bank$2.4B AUM0.48%$11M180.9KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$11M178.6KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.01%$11M174.0KQ1 2026
USS Investment Management Ltd$25.6B AUM0.04%$11M174.4KQ1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.17%$11M197.4KQ4 2025OLDER
Sourcerock Group LLC$2.5B AUM0.42%$10M165.6KQ1 2026
ALLIANZ SE$9.0B AUM0.11%$10M165.5KQ1 2026
Guinness Asset Management LTD$5.8B AUM0.18%$10M164.5KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.18%$10M211.2KQ2 2025OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.37%$10M162.3KQ1 2026
Cinctive Capital Management LP$1.5B AUM0.65%$10M160.1KQ1 2026
Verition Fund Management LLC$15.4B AUM0.04%$10M183.8KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$10M160.3KQ1 2026
Capital Innovations LLC$399,164 AUM2.78%$10M177.4KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.12%$10M154.8KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.04%$10M154.0KQ1 2026
Hillsdale Investment Management Inc.$3.7B AUM0.26%$10M153.0KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.02%$9M148.5KQ1 2026
Investment Management Corp of Ontario$7.8B AUM0.12%$9M148.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.01%$9M147.0KQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$9M142.0KQ1 2026
Vident Advisory, LLC$11.7B AUM0.07%$9M138.8KQ1 2026
&PARTNERS$20.2B AUM0.04%$8M130.4KQ1 2026
Metis Global Partners, LLC$4.1B AUM0.20%$8M129.5KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M127.7KQ1 2026
Ruffer LLP$2.4B AUM0.31%$8M123.0KQ1 2026
Capital Group Private Client Services, Inc.$5.9B AUM0.13%$8M120.3KQ1 2026
ProShare Advisors LLC$67.5B AUM0.01%$7M117.1KQ1 2026
Candelo Capital Management LP$121M AUM6.29%$7M134.2KQ3 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.02%$7M114.1KQ1 2026
Utah Retirement Systems$9.8B AUM0.07%$7M113.7KQ1 2026
Mariner, LLC$85.7B AUM0.01%$7M112.9KQ1 2026
ASSETMARK, INC$49.0B AUM0.01%$7M112.1KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.01%$7M126.1KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$7M106.6KQ1 2026
Advisors Asset Management, Inc.$6.0B AUM0.11%$6M102.4KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6M100.6KQ1 2026
Cannell & Spears LLC$5.1B AUM0.12%$6M96.7KQ1 2026
NATIXIS ADVISORS, LLC$71.9B AUM0.01%$6M96.3KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.01%$6M95.9KQ1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.38%$6M94.9KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$6M93.1KQ1 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.40%$6M91.3KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.03%$6M90.9KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M101.8KQ1 2026
Bleakley Financial Group, LLC$6.4B AUM0.09%$5M87.3KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$5M87.0KQ1 2026
US BANCORP \DE\$82.4B AUM0.01%$5M86.7KQ1 2026
BCV Asset Management Inc.$2.9B AUM0.18%$5M84.5KQ1 2026
HF Advisory Group, LLC$323M AUM1.78%$5M83.7KQ1 2026
DAVENPORT & Co LLC$20.4B AUM0.03%$5M83.7KQ1 2026
NATIXIS$28.0B AUM0.02%$5M83.1KQ1 2026
Mediolanum International Funds Ltd$9.4B AUM0.06%$5M82.2KQ1 2026
Triasima Portfolio Management inc.$661M AUM0.93%$5M104.5KQ2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$5M80.8KQ1 2026
Gulf International Bank (UK) Ltd$4.5B AUM0.11%$5M79.9KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$5M79.8KQ1 2026
Ninepoint Partners LP$904M AUM0.55%$5M90.0KQ4 2025OLDER
Americana Partners, LLC$3.9B AUM0.13%$5M78.6KQ1 2026
Aventail Capital Group, LP$2.1B AUM0.23%$5M78.0KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$5M77.9KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$5M77.1KQ1 2026
Ausbil Investment Management Ltd$201M AUM2.48%$4M79.3KQ4 2025OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.07%$4M67.4KQ1 2026
K.J. Harrison & Partners Inc$608M AUM0.69%$4M67.1KQ1 2026
Tacita Capital Inc$169M AUM2.41%$4M65.2KQ1 2026
CASTLEARK MANAGEMENT LLC$3.0B AUM0.13%$4M64.8KQ1 2026
Walleye Trading LLC$60.0B AUM0.01%$4M64.2KQ1 2026
BAXTER BROS INC$810M AUM0.49%$4M63.6KQ1 2026
ASR Vermogensbeheer N.V.$8.5B AUM0.05%$4M62.9KQ1 2026
Harrison Street Private Wealth LLC$76M AUM5.02%$4M60.7KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.08%$4M60.1KQ1 2026
First Bank & Trust$680M AUM0.60%$4M60.0KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$4M59.4KQ1 2026
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.13%$4M66.6KQ3 2025OLDER
apricus wealth, LLC$205M AUM1.75%$4M57.5KQ1 2026
Fideuram Asset Management (Ireland) dac$787M AUM0.46%$4M41.8KQ1 2026
Sovereign Investment Advisors, LLC$472M AUM0.74%$3M55.3KQ1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.07%$3M55.7KQ1 2026
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.39%$3M70.9KQ2 2025OLDER
Creative Planning$147.4B AUM0.00%$3M54.3KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.19%$3M54.1KQ1 2026
Union Bancaire Privee, UBP SA$7.2B AUM0.05%$3M60.1KQ1 2026
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.22%$3M60.0KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.09%$3M52.3KQ1 2026
FMR LLC$1.90T AUM0.00%$3M52.3KQ1 2026
Empowered Funds, LLC$15.7B AUM0.02%$3M50.7KQ1 2026
VALICENTI ADVISORY SERVICES INC$459M AUM0.68%$3M49.7KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M35.6KQ1 2026
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.64%$3M48.9KQ1 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.60%$3M48.6KQ1 2026
EFG International AG$4.7B AUM0.06%$3M48.3KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.01%$3M59.5KQ2 2025OLDER
FORTE CAPITAL LLC /ADV$930M AUM0.31%$3M58.5KQ2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M44.1KQ1 2026
Atria Investments, Inc$8.9B AUM0.03%$3M43.7KQ1 2026
CHELSEA COUNSEL CO$225M AUM1.21%$3M43.1KQ1 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.36%$3M43.5KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.01%$3M43.2KQ1 2026
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.01%$3M42.8KQ1 2026
Capital International Sarl$6.1B AUM0.04%$3M40.6KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.01%$3M40.6KQ1 2026
MILFORD FUNDS LTD$4.8B AUM0.05%$3M29.2KQ1 2026
PDT Partners, LLC$1.7B AUM0.14%$3M51.9KQ2 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$3M40.5KQ1 2026
Ewing Morris & Co. Investment Partners Ltd.$222M AUM1.11%$2M39.2KQ1 2026
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.09%$2M38.8KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$2M38.6KQ1 2026
XTX Topco Ltd$5.8B AUM0.06%$2M43.8KQ4 2025OLDER
PCJ Investment Counsel Ltd.$352M AUM0.82%$2M49.0KQ2 2025OLDER
Aperture Investors, LLC$791M AUM0.30%$2M37.9KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$2M37.7KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$2M37.3KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$2M36.7KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M35.6KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M35.0KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$2M34.9KQ1 2026
Burgundy Asset Management Ltd.$10.6B AUM0.02%$2M41.4KQ3 2025OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.99%$2M36.3KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M38.5KQ3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.02%$2M33.5KQ1 2026
FULTON BANK, N.A.$3.3B AUM0.07%$2M33.3KQ1 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$2M33.4KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$2M33.5KQ1 2026
Corigliano Investment Advisers, LLC$256M AUM0.67%$2M38.0KQ3 2025OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.11%$2M32.8KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M31.8KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$2M31.3KQ1 2026
Quantbot Technologies LP$2.4B AUM0.08%$2M31.2KQ1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$2M31.1KQ1 2026
Point72 Europe (London) LLP$2.0B AUM0.09%$2M35.5KQ3 2025OLDER
Raleigh Capital Management Inc.$290M AUM0.65%$2M30.0KQ1 2026
Rathbones Group PLC$48.4B AUM0.00%$2M29.8KQ1 2026
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.51%$2M27.5KQ2 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M29.1KQ1 2026
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M20.3KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.01%$2M32.3KQ3 2025OLDER
INTREPID FAMILY OFFICE LLC$124M AUM1.40%$2M35.0KQ2 2025OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.63%$2M27.1KQ1 2026
JRM Investment Counsel, LLC$375M AUM0.45%$2M27.0KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M26.5KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M23.0KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$2M25.6KQ1 2026
Royal Fund Management, LLC$1.1B AUM0.15%$2M25.0KQ1 2026
SL ADVISORS, LLC$59M AUM2.62%$2M24.7KQ1 2026
Inspire Advisors, LLC$1.2B AUM0.12%$2M24.0KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.02%$1M24.0KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M23.8KQ1 2026
Generali Asset Management SPA SGR$4.8B AUM0.03%$1M17.1KQ1 2026
BURNEY CO/$3.2B AUM0.05%$1M23.5KQ1 2026
Verdence Capital Advisors LLC$1.7B AUM0.09%$1M23.4KQ1 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.01%$1M23.1KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.03%$1M23.1KQ1 2026
Candriam S.C.A.$19.3B AUM0.01%$1M23.1KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M22.7KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$1M22.7KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$1M22.4KQ1 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.02%$1M22.0KQ1 2026
INGALLS & SNYDER LLC$2.8B AUM0.05%$1M21.8KQ1 2026
BTG Pactual Asset Management US LLC$1.2B AUM0.12%$1M21.7KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M21.6KQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.02%$1M21.4KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.01%$1M21.3KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.03%$1M21.2KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$1M20.9KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.02%$1M20.7KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$1M20.6KQ1 2026
JACKSON SQUARE CAPITAL, LLC$477M AUM0.27%$1M20.5KQ1 2026
WEALTH ALLIANCE, LLC$1.0B AUM0.12%$1M20.1KQ1 2026
Argent Trust Co$2.9B AUM0.04%$1M20.0KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M19.8KQ1 2026
Argyle Capital Management, LLC$308M AUM0.40%$1M19.7KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M19.2KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M18.9KQ1 2026
PRUDENTIAL PLC$17.1B AUM0.01%$1M21.6KQ3 2025OLDER
CIGNA INVESTMENTS INC /NEW$650M AUM0.18%$1M18.6KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M18.5KQ1 2026
Sciencast Management LP$785M AUM0.16%$1M21.0KQ4 2025OLDER
Compound Planning, Inc.$3.3B AUM0.04%$1M18.4KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M18.4KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M18.3KQ1 2026
CIDEL ASSET MANAGEMENT INC$2.1B AUM0.06%$1M18.0KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$1M18.0KQ1 2026
Moors & Cabot, Inc.$2.3B AUM0.05%$1M17.9KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M17.8KQ1 2026
First County Bank /CT/$213M AUM0.59%$1M17.6KQ1 2026
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$1M17.6KQ1 2026
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.08%$1M17.4KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.01%$1M19.7KQ1 2026
EFG Private Wealth Management (Americas) Corp.$579M AUM0.19%$1M19.7KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M17.1KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M17.0KQ1 2026
Midwest Professional Planners, LTD.$425M AUM0.24%$1M16.3KQ1 2026
PARK AVENUE SECURITIES LLC$12.8B AUM0.01%$1M16.3KQ1 2026
NorthCoast Asset Management LLC$4.3B AUM0.00%$1M20.8KQ2 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$989,64116.5KQ1 2026
Souders Financial Advisors$876M AUM0.11%$975,49615.6KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$962,47515.4KQ1 2026
FIRST INTERSTATE BANK$1.8B AUM0.05%$951,45715.2KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$949,01815.2KQ1 2026
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.07%$948,24215.2KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$938,12015.0KQ1 2026
180 WEALTH ADVISORS, LLC$997M AUM0.11%$931,89514.9KQ1 2026
Strategic Investment Advisors / MI$1.4B AUM0.06%$931,06914.9KQ1 2026
YANKCOM Partnership$243M AUM0.38%$917,40014.7KQ1 2026
Lee Financial Co$709M AUM0.11%$915,46716.8KQ3 2025OLDER
Radnor Capital Management, LLC$676M AUM0.13%$907,70014.5KQ1 2026
Recurrent Investment Advisors LLC$1.7B AUM0.05%$904,88314.5KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$881,82014.1KQ1 2026
J. Safra Sarasin Holding AG$5.9B AUM0.02%$874,11617.9KQ2 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.04%$870,54113.9KQ1 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.26%$862,19113.8KQ1 2026
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.12%$851,17213.6KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.02%$848,88515.4KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$846,22713.5KQ1 2026
BASSO CAPITAL MANAGEMENT, L.P.$163M AUM0.51%$836,96213.4KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$833,36213.3KQ1 2026
Entropy Technologies, LP$2.2B AUM0.04%$829,16615.1KQ4 2025OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.14%$805,59114.8KQ3 2025OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.05%$794,93212.4KQ1 2026
Snowden Capital Advisors LLC$3.8B AUM0.02%$793,64412.6KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$785,94312.6KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$784,31316.1KQ2 2025OLDER
Cordoba Advisory Partners LLC$362M AUM0.21%$773,23912.3KQ1 2026
Fullerton Fund Management Co Ltd.$1.2B AUM0.03%$764,92215.7KQ2 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$749,51012.0KQ1 2026
Heronetta Management, L.P.$110M AUM0.68%$739,68211.8KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.12%$737,42811.8KQ1 2026
HB Wealth Management, LLC$15.5B AUM0.00%$728,99311.7KQ1 2026
AXQ CAPITAL, LP$777M AUM0.09%$727,47511.6KQ1 2026
Caprock Group, LLC$4.1B AUM0.02%$726,76911.5KQ1 2026
Wealthstar Advisors, LLC$213M AUM0.34%$717,72611.5KQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.07%$713,00013.1KQ3 2025OLDER
Code Waechter LLC$168M AUM0.42%$702,37211.2KQ1 2026
Lester Murray Antman dba SimplyRich$391M AUM0.18%$692,00011.1KQ1 2026
Hudson Portfolio Management LLC$119M AUM0.58%$689,60211.0KQ1 2026
LOUISBOURG INVESTMENTS INC.$529M AUM0.13%$685,86911.0KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.01%$676,73710.8KQ1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$675,76210.8KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$672,32410.7KQ1 2026
Oxbow Advisors, LLC$1.2B AUM0.06%$669,69510.7KQ1 2026
Sageworth Trust Co$2.3B AUM0.03%$667,56610.7KQ1 2026
Summerhill Capital Management lnc.$115M AUM0.58%$666,37110.7KQ1 2026
GOULD ASSET MANAGEMENT LLC /CA/$576M AUM0.11%$646,53310.3KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$643,59010.3KQ1 2026
Redwood Wealth Management Group, LLC$232M AUM0.27%$634,63910.1KQ1 2026
Gold Investment Management Ltd.$323M AUM0.20%$631,13310.1KQ1 2026
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.37%$630,57610.1KQ1 2026
Canal Insurance CO$465M AUM0.13%$626,00010.0KQ1 2026
Value Partners Investments Inc.$1.3B AUM0.05%$624,12510.0KQ1 2026
Curi Capital, LLC$5.6B AUM0.01%$616,7279.8KQ1 2026
SYON CAPITAL LLC$2.0B AUM0.03%$616,1099.8KQ1 2026
INTRUST BANK NA$1.2B AUM0.05%$615,9219.8KQ1 2026
Kennebec Savings Bank$111M AUM0.54%$606,4069.7KQ1 2026
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.17%$605,5309.7KQ1 2026
Scientech Research LLC$120M AUM0.15%$600,36112.3KQ2 2025OLDER
Cohen Investment Advisors LLC$210M AUM0.28%$595,5499.5KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$589,1859.4KQ1 2026
New Hampshire Trust$496M AUM0.12%$585,8119.4KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$585,7499.4KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.01%$582,3479.3KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$573,6669.1KQ1 2026
Corps Capital Advisors, LLC$115M AUM0.50%$572,2279.1KQ1 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$565,7169.0KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$558,4538.9KQ1 2026
Keudell/Morrison Wealth Management$489M AUM0.11%$557,0158.9KQ1 2026
Quaero Capital S.A.$80M AUM0.70%$555,19011.4KQ2 2025OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.02%$553,2598.8KQ1 2026
Meixler Investment Management, Ltd.$186M AUM0.29%$547,6208.6KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$543,33311.1KQ2 2025OLDER
FLOW TRADERS U.S. LLC$3.2B AUM0.02%$543,0008.7KQ1 2026
Disciplined Investments, LLC$279M AUM0.19%$539,0498.6KQ1 2026
Mesirow Financial Investment Management, Inc.$6.2B AUM0.01%$534,2738.5KQ1 2026
Beverly Hills Private Wealth, LLC$600M AUM0.09%$532,4188.5KQ1 2026
Jackson Hole Capital Partners, LLC$605M AUM0.09%$514,5728.2KQ1 2026
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$514,3939.5KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$513,4069.3KQ4 2025OLDER
Lantz Financial LLC$546M AUM0.11%$508,6258.1KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$500,0647.9KQ1 2026
Steadtrust LLC$198M AUM0.28%$494,5407.9KQ1 2026
HOURGLASS CAPITAL, LLC$480M AUM0.10%$485,7767.8KQ1 2026
COHEN & STEERS, INC.$57.6B AUM0.00%$478,0009.8KQ2 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$471,8797.5KQ1 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$469,5007.5KQ1 2026
Groupe la Francaise$7.3B AUM0.01%$458,9117.4KQ1 2026
NTV ASSET MANAGEMENT LLC$910M AUM0.05%$457,1057.3KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.01%$455,5327.3KQ1 2026
Wiser Advisor Group LLC$83M AUM0.55%$453,0207.2KQ1 2026
Magnetar Financial LLC$9.8B AUM0.00%$451,9919.3KQ2 2025OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$451,3618.3KQ3 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.05%$447,8947.2KQ1 2026
Claret Asset Management Corp$837M AUM0.05%$447,0007.1KQ1 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$437,2527.0KQ1 2026
Virtu Financial LLC$2.4B AUM0.02%$432,0006.9KQ1 2026
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.02%$425,6806.8KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$425,4526.8KQ1 2026
Farmers & Merchants Trust Co of Long Beach$426M AUM0.10%$418,7946.7KQ1 2026
Cravens & Co Advisors, LLC$154M AUM0.27%$413,1606.6KQ1 2026
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$411,5956.6KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$405,7506.5KQ1 2026
Park Place Capital Corp$499M AUM0.08%$404,7096.5KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.01%$401,1937.3KQ4 2025OLDER
Versor Investments LP$41M AUM0.07%$400,2627.4KQ3 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.04%$398,5126.4KQ1 2026
Williamson Legacy Group, LLC$133M AUM0.34%$398,0788.2KQ2 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$397,8646.4KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.04%$396,5106.3KQ1 2026
CHOREO, LLC$8.1B AUM0.00%$396,0086.3KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$394,4436.3KQ1 2026
NATURAL INVESTMENTS, LLC$405M AUM0.10%$391,0006.3KQ1 2026
FSM Wealth Advisors, LLC$778M AUM0.05%$389,4666.2KQ1 2026
Arista Wealth Management, LLC$927M AUM0.05%$388,1206.2KQ1 2026
Erste Asset Management GmbH$10.8B AUM0.00%$387,5074.2KQ2 2025OLDER
Dixon Mitchell Investment Counsel Inc.$2.9B AUM0.01%$380,2906.0KQ1 2026
Checchi Capital Advisers, LLC$2.0B AUM0.02%$379,2936.1KQ1 2026
SkyView Investment Advisors, LLC$743M AUM0.05%$379,0006.0KQ1 2026
Roxbury Financial LLC$126M AUM0.34%$378,8156.1KQ1 2026
Convergence Financial, LLC$943M AUM0.04%$377,4786.0KQ1 2026
Valtinson Bruner Financial Planning LLC$364M AUM0.10%$376,9156.0KQ1 2026
Guinness Atkinson Asset Management Inc$200M AUM0.18%$362,4395.8KQ1 2026
Bayesian Capital Management, LP$82M AUM0.06%$352,4107.2KQ2 2025OLDER
Ethic Inc.$6.4B AUM0.01%$348,0305.6KQ1 2026
Advyzon Investment Management, LLC$1.1B AUM0.03%$343,6165.5KQ1 2026
Rempart Asset Management Inc.$475M AUM0.07%$343,3245.5KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.01%$343,3035.7KQ1 2026
Diversified Trust Co$5.4B AUM0.01%$339,9805.4KQ1 2026
PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM0.00%$336,0005.4KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$335,9296.1KQ4 2025OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$335,1035.4KQ1 2026
West Family Investments, Inc.$285M AUM0.12%$334,7855.3KQ1 2026
World Investment Advisors$6.2B AUM0.01%$333,1325.3KQ1 2026
SANDERS MORRIS HARRIS LLC$172M AUM0.05%$330,8615.3KQ1 2026
PCM Encore, LLC$486M AUM0.07%$325,5205.2KQ1 2026
Perennial Investment Advisors, LLC$1.3B AUM0.03%$325,2725.2KQ1 2026
NBT BANK N A /NY$1.5B AUM0.02%$323,3925.2KQ1 2026
FOCUSED ALPHA, LLC$324M AUM0.10%$322,4575.2KQ1 2026

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