SEC 13F Intelligence

8LP1VITAL ENERGY INC

CUSIP 516806205 · Yahoo Finance ↗ · Google Finance ↗

Vital Energy Inc (8LP1) has 2 institutional holders in Filings Flow’s 13F database, together reporting 138 shares worth $2,219 as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
2
Q1 2026
Reported Value
$2,219
Ticker
8LP1
Quarters Tracked
5

Ownership Trend

Institutional holders
Q2 ’21: 130Q2 ’21Q4 ’21: 140Q4 ’21Q4 ’22: 159Q4 ’22Q4 ’25: 6Q4 ’25Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q2 ’21: $2.2BQ2 ’21Q4 ’21: $1.7BQ4 ’21Q4 ’22: $248MQ4 ’22Q4 ’25: $8MQ4 ’25Q1 ’26: $2,219Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ancient Art, L.P.$459M AUM1.74%$5M335.0KQ2 2025OLDER
VALUEWORKS LLC$367M AUM1.26%$4M257.1KQ3 2025OLDER
Condire Management, LP$1.0B AUM1.23%$9M531.0KQ2 2025OLDER
ABC ARBITRAGE SA$753M AUM0.60%$6M361.6KQ3 2025OLDER
Tributary Capital Management, LLC$1.0B AUM0.56%$6M389.3KQ2 2025OLDER
Range Financial Group LLC$298M AUM0.48%$1M79.3KQ3 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.40%$7M392.6KQ3 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.21%$28M1.72MQ2 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.18%$6M373.6KQ3 2025OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.16%$4M232.7KQ2 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.16%$6M372.0KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.15%$3M165.6KQ2 2025OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.15%$584,19134.6KQ3 2025OLDER
Pinnacle Holdings, LLC$309M AUM0.14%$401,62723.8KQ3 2025OLDER
MYDA Advisors LLC$608M AUM0.13%$591,15035.0KQ3 2025OLDER
Woodline Partners LP$26.4B AUM0.08%$16M979.5KQ2 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.07%$3M184.8KQ3 2025OLDER
Aventail Capital Group, LP$2.1B AUM0.07%$2M100.3KQ2 2025OLDER
Tyler-Stone Wealth Management$621M AUM0.07%$423,81826.3KQ2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$87,6265.4KQ2 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.06%$283,51616.8KQ3 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.06%$3M157.2KQ3 2025OLDER
DENALI ADVISORS LLC$900M AUM0.06%$538,45233.5KQ2 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.06%$2M113.6KQ2 2025OLDER
De Lisle Partners LLP$836M AUM0.05%$386,31224.0KQ2 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.05%$6M352.5KQ3 2025OLDER
Lavaca Capital LLC$564M AUM0.05%$298,95317.7KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$355,58416.8KQ4 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.05%$592,43435.1KQ3 2025OLDER
Numerai GP LLC$997M AUM0.05%$326,22520.3KQ2 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.04%$1M75.8KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$236,58714.7KQ2 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$2M143.4KQ3 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M734.3KQ3 2025OLDER
PenderFund Capital Management Ltd.$639M AUM0.04%$226,32613.4KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$3M200.8KQ2 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M387.9KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$485,01730.1KQ2 2025OLDER
Empowered Funds, LLC$15.7B AUM0.03%$3M157.2KQ3 2025OLDER
Murchinson Ltd.$791M AUM0.03%$204,36912.1KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$468,42727.7KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$18M1.09MQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$1M81.8KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$123,9327.3KQ3 2025OLDER
State of Wyoming$844M AUM0.02%$167,6509.9KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.02%$3M183.7KQ3 2025OLDER
Petrus Trust Company, LTA$915M AUM0.02%$178,47011.1KQ2 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.02%$265,65312.5KQ2 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.02%$292,64117.3KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M74.6KQ3 2025OLDER
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM0.01%$241,35015.0KQ2 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$226,85013.4KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$282,19816.7KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$4M211.6KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$6M354.8KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$5M306.9KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$15M911.9KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M110.0KQ3 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$273,94817.0KQ2 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M113.5KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M400.1KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$908,22553.8KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$259,88616.2KQ2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$110,3256.5KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M611.6KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$393,53723.3KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$63639.5KQ2 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$7M430.4KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$193,07011.4KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M89.2KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.00%$34,3042.1KQ2 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M65.9KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$315,25119.6KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$226,32613.4KQ3 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.00%$16,8901.0KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$17M977.9KQ3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$2M134.0KQ3 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$319,59318.9KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$731,42243.3KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$397,72924.7KQ2 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$19M1.14MQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M86.3KQ2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$19,5591.2KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M336.0KQ2 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$787,20946.6KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$237,37214.1KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$15M867.1KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$8,580508Q3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M184.4KQ3 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$124,5817.4KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$251,83014.9KQ3 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$45,7852.7KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$68,4394.1KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$769,72845.6KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$254,29615.1KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$163,76410.2KQ2 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$293,20818.2KQ2 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$8M474.1KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$1M63.8KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$14M810.6KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$94,1965.6KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$321,38819.0KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M702.4KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$47,3262.8KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M146.2KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$110,2246.5KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$289,81617.2KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$77M4.55MQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$284,93416.9KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M91.3KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$2M140.6KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$42,8662.5KQ3 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.00%$22,75070.0KQ2 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$503,18729.8KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$7M425.4KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$663,77739.3KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M96.5KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$3,699219Q3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$126,4057.5KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$847,62550.2KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$28M1.65MQ3 2025OLDER
Legacy Investment Solutions, LLC$192M AUM0.00%$1,803112Q2 2025OLDER
Creative Planning$147.4B AUM0.00%$1M70.8KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$62,8143.7KQ3 2025OLDER
Essential Partners LLC$250M AUM0.00%$2,204137Q1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$1,926114Q3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$559,05933.1KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$359,82421.3KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$458,96927.2KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$12M685.2KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$641,12738.0KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$11M673.1KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$2M107.9KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$194,92811.5KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M287.0KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$620,33438.6KQ2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$486,70228.8KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$38M2.27MQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M146.7KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$141,8768.4KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.00%$147,2308.7KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$510,56830.2KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$937,39555.5KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$589,22534.9KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$3M176.8KQ3 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$291,64017.3KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$28,2911.7KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$34,7432.1KQ3 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,635156Q4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$4,223250Q3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$253,43415.8KQ2 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$15,623971Q2 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$392,98023.3KQ3 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$4,336254Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M120.9KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$236,46014.0KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$231,64613.7KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$202,39612.6KQ2 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,13267Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$1146.7KQ3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,264134Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M120.4KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$2M115.1KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$23113.7KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$57934.3KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M69.7KQ3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,155244Q3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$2,838168Q3 2025OLDER
Redwood Park Advisors LLC$150M AUM0.00%$33821Q2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,472324Q3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$94,0775.6KQ3 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,08164Q3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$766,65445.4KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$442,14626.2KQ3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1,13669Q2 2025OLDER
Kilter Group LLC$232M AUM0.00%$40325Q2 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$49029Q3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1167.3KQ2 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,790106Q3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$74444Q3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$455,86127.0KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$172,36210.2KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M119.7KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$40,8402.4KQ3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$119,2917.1KQ3 2025OLDER
Quarry LP$558M AUM0.00%$52431Q3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$338,83020.1KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$453,05726.8KQ3 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$65939Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$8,496503Q3 2025OLDER
ORG Partners LLC$568M AUM0.00%$55733Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$434,30925.7KQ3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$57534Q3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$193,80611.5KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,52090Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$440,60126.1KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$58,1083.3KQ3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$5,422321Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$253,57015.0KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$115,8826.9KQ3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,297136Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$14,610865Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$17,1101.0KQ3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$20,2681.2KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$181,01010.7KQ3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,446152Q2 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$42525.1KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,723102Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$70,1104.2KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$2,092130Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,689100Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,466146Q3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$40624Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$26,0441.5KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$457,51627.1KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$4,618287Q2 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$6,874407Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$62537Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$9,864584Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$84550Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$37,6992.3KQ2 2025OLDER
FMR LLC$1.90T AUM0.00%$123,1227.3KQ3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$22013Q3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$85750Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1529Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$67640Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$40524Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,751150Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$151Q1 2026

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