SEC 13F Intelligence

8QRCONFLUENT INC

CUSIP 20717M103 · Yahoo Finance ↗ · Google Finance ↗

Confluent Inc (8QR) has 9 institutional holders in Filings Flow’s 13F database, together reporting 8.69M shares worth $263M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Hbk Investments L P.

Institutional Holders
9
Q1 2026
Reported Value
$263M
Ticker
8QR
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 76Q2 ’21Q4 ’21: 162Q4 ’21Q4 ’22: 227Q4 ’22Q4 ’25: 418Q4 ’25Q1 ’26: 9Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $6.3BQ2 ’21Q4 ’21: $9.9BQ4 ’21Q4 ’22: $1.1BQ4 ’22Q4 ’25: $8.2BQ4 ’25Q1 ’26: $263MQ1 ’26Q2 ’26: $6,078Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Beryl Capital Management LLC$110M AUM17.95%$177M5.86MQ4 2025OLDER
Ararat Capital Management LP$178M AUM10.45%$21M701.2KQ4 2025OLDER
Optimus Prime Fund Management Co., Ltd.$1.0B AUM10.38%$117M5.92MQ3 2025OLDER
CIBRA Capital Ltd$207M AUM9.42%$5M181.5KQ4 2025OLDER
KRYGER CAPITAL Ltd$1.3B AUM8.76%$113M3.75MQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM8.51%$2M78.8KQ1 2026OLDER
SOMA EQUITY PARTNERS LP$1.4B AUM6.56%$119M3.94MQ4 2025OLDER
Twin Securities, Inc.$206M AUM5.84%$15M505.5KQ4 2025OLDER
INFINITUM ASSET MANAGEMENT, LLC$801M AUM5.59%$38M1.25MQ4 2025OLDER
ThornTree Capital Partners LP$564M AUM5.31%$35M1.75MQ3 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM4.91%$120M3.97MQ1 2026OLDER
Greenhouse Funds LLLP$2.2B AUM4.77%$132M4.37MQ4 2025OLDER
LIGHT STREET CAPITAL MANAGEMENT, LLC$534M AUM4.23%$28M910.0KQ4 2025OLDER
Slotnik Capital, LLC$342M AUM4.12%$18M585.0KQ4 2025OLDER
Jericho Capital Asset Management L.P.$6.8B AUM3.82%$335M11.09MQ4 2025OLDER
Bienville Capital Management, LLC$550M AUM3.74%$24M779.4KQ4 2025OLDER
Chicago Capital Management, LLC$121M AUM3.63%$5M235.3KQ4 2025OLDER
DEEPWATER ASSET MANAGEMENT, LLC$158M AUM3.61%$12M410.2KQ4 2025OLDER
HBK INVESTMENTS L P$9.9B AUM3.56%$454M15.00MQ4 2025OLDER
Altimeter Capital Management, LP$5.7B AUM3.15%$210M6.93MQ4 2025OLDER
ArchPoint Investors$420M AUM3.11%$13M433.3KQ4 2025OLDER
P SCHOENFELD ASSET MANAGEMENT LP$184M AUM2.99%$8M279.8KQ4 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM2.91%$42M1.38MQ4 2025OLDER
Vishria Bird Financial Group, LLC$510M AUM2.90%$15M745.6KQ3 2025OLDER
CADIAN CAPITAL MANAGEMENT, LP$821M AUM2.78%$38M1.27MQ4 2025OLDER
Melqart Asset Management (UK) Ltd$1.0B AUM2.43%$25M815.9KQ4 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM2.36%$16M518.5KQ4 2025OLDER
Sagefield Capital LP$1.4B AUM2.13%$25M830.8KQ4 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM2.09%$19M640.1KQ4 2025OLDER
Flight Deck Capital, LP$137M AUM2.04%$2M79.1KQ4 2025OLDER
TIG Advisors, LLC$2.2B AUM1.91%$41M1.37MQ4 2025OLDER
Maytus Capital Management, LLC$562M AUM1.72%$7M240.0KQ4 2025OLDER
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM1.68%$8M249.3KQ4 2025OLDER
Champlain Investment Partners, LLC$7.9B AUM1.68%$166M5.49MQ4 2025OLDER
Alight Capital Management LP$417M AUM1.55%$6M200.0KQ4 2025OLDER
Maniro Ltd$330M AUM1.41%$4M136.3KQ4 2025OLDER
HARVEST MANAGEMENT LLC$206M AUM1.41%$4M145.0KQ4 2025OLDER
Rock Point Advisors, LLC$370M AUM1.34%$5M177.2KQ4 2025OLDER
Yakira Capital Management, Inc.$342M AUM1.30%$4M128.1KQ4 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM1.23%$18M610.5KQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM1.23%$106M3.50MQ4 2025OLDER
Seek First Inc.$142M AUM1.22%$2M58.5KQ4 2025OLDER
HGC Investment Management Inc.$451M AUM1.12%$5M174.3KQ4 2025OLDER
Westchester Capital Management, LLC$2.2B AUM1.09%$26M857.2KQ4 2025OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM0.95%$3M134.1KQ3 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.95%$4M130.4KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.94%$4M194.9KQ3 2025OLDER
Octahedron Capital Management L.P.$138M AUM0.92%$2M81.7KQ3 2025OLDER
Kintayl Capital LP$192M AUM0.92%$2M50.3KQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.89%$43M1.41MQ4 2025OLDER
First Trust Capital Management L.P.$1.9B AUM0.85%$14M462.1KQ4 2025OLDER
Pier Capital, LLC$606M AUM0.83%$5M268.5KQ3 2025OLDER
Alta Park Capital, LP$642M AUM0.82%$9M473.5KQ3 2025OLDER
SWS Partners$405M AUM0.80%$3M164.8KQ3 2025OLDER
Palogic Value Management, L.P.$237M AUM0.80%$2M100.0KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.78%$80M2.63MQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.74%$14M450.0KQ4 2025OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.72%$9M378.4KQ4 2025OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.72%$6M295.0KQ3 2025OLDER
Phoenix Financial Ltd.$10.5B AUM0.71%$58M2.94MQ3 2025OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.69%$846,72028.0KQ4 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.68%$990,00050.0KQ3 2025OLDER
Sachem Head Capital Management LP$4.2B AUM0.65%$23M1.16MQ3 2025OLDER
ABC ARBITRAGE SA$753M AUM0.61%$7M215.9KQ4 2025OLDER
SORA INVESTORS LLC$1.1B AUM0.60%$7M328.6KQ3 2025OLDER
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM0.58%$2M75.0KQ4 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.56%$7M241.0KQ4 2025OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.45%$32M1.05MQ4 2025OLDER
Delta Global Management LP$1.2B AUM0.44%$6M303.4KQ3 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.44%$170M8.57MQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.44%$54M1.78MQ4 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.44%$3M113.7KQ4 2025OLDER
Coronation Fund Managers Ltd.$2.2B AUM0.42%$8M405.6KQ3 2025OLDER
Odyssean, LLC$274M AUM0.41%$574,92319.0KQ4 2025OLDER
Fortress Investment Group LLC$394M AUM0.39%$2M55.0KQ4 2025OLDER
GMT CAPITAL CORP$2.2B AUM0.38%$8M425.1KQ3 2025OLDER
Southpoint Capital Advisors LP$4.9B AUM0.35%$15M500.0KQ4 2025OLDER
TREMBLANT CAPITAL GROUP$3.1B AUM0.35%$14M449.7KQ4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.34%$27M879.7KQ4 2025OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.33%$9M307.8KQ4 2025OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.32%$9M310.4KQ4 2025OLDER
Clearline Capital LP$1.9B AUM0.32%$7M216.4KQ4 2025OLDER
LBP AM SA$7.3B AUM0.30%$25M1.25MQ3 2025OLDER
ANGELO GORDON & CO., L.P.$1.1B AUM0.29%$3M100.0KQ4 2025OLDER
Nishkama Capital, LLC$1.6B AUM0.28%$12M601.3KQ3 2025OLDER
One Charles Private Wealth Services, LLC$400M AUM0.28%$1M36.2KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.28%$9M466.7KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.25%$3M114.3KQ4 2025OLDER
Clay Northam Wealth Management, LLC$178M AUM0.25%$456,62415.1KQ4 2025OLDER
Meridiem Capital Partners LP$1.5B AUM0.25%$4M200.0KQ3 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.24%$25M836.8KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.24%$130M4.28MQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.24%$11M350.4KQ4 2025OLDER
Diametric Capital, LP$385M AUM0.22%$812,42726.9KQ4 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.21%$655,21021.7KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.21%$31M1.01MQ4 2025OLDER
Maven Securities LTD$5.2B AUM0.19%$9M282.3KQ4 2025OLDER
BCS Private Wealth Management, Inc.$329M AUM0.19%$524,60126.5KQ3 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.18%$2M75.0KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.17%$25M834.4KQ4 2025OLDER
Fortitude Advisory Group L.L.C.$222M AUM0.17%$314,82015.9KQ3 2025OLDER
Tredje AP-fonden$18.3B AUM0.17%$21M1.06MQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.17%$132M4.36MQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.16%$2M101.0KQ3 2025OLDER
Granahan Investment Management, LLC$2.1B AUM0.16%$4M191.5KQ3 2025OLDER
BECK CAPITAL MANAGEMENT, LLC$437M AUM0.15%$648,07321.4KQ4 2025OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.14%$7M340.0KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.14%$5M162.5KQ4 2025OLDER
METEORA CAPITAL, LLC$1.4B AUM0.14%$2M54.5KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.14%$2M92.8KQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.13%$3M151.4KQ3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.13%$17M565.5KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.13%$33M1.11MQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.13%$12M630.5KQ3 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.12%$89M2.94MQ4 2025OLDER
Trinity Legacy Partners, LLC$462M AUM0.12%$525,82522.5KQ3 2025OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.12%$4M125.0KQ4 2025OLDER
Machina Capital S.A.S.$508M AUM0.12%$626,08920.7KQ4 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.12%$587,26119.4KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.12%$742,14437.5KQ3 2025OLDER
HAP TRADING, LLC$1.4B AUM0.11%$2M162.0KQ3 2025OLDER
Man Group plc$55.1B AUM0.11%$65M2.13MQ4 2025OLDER
Exane Asset Management$489M AUM0.10%$489,30613.8KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.10%$196M6.48MQ4 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.10%$2M80.0KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.10%$30M1.00MQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.10%$101M3.34MQ4 2025OLDER
waypoint wealth counsel$193M AUM0.10%$264,6918.8KQ4 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.10%$7M219.2KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.09%$11M361.8KQ4 2025OLDER
Resolute Advisors LLC$242M AUM0.09%$262,8768.7KQ4 2025OLDER
State of Wyoming$844M AUM0.09%$776,17025.7KQ4 2025OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.08%$314,98010.4KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.08%$112M3.72MQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.08%$3M88.5KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.08%$20M675.0KQ4 2025OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.08%$556,99428.1KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.08%$492,50024.9KQ3 2025OLDER
Andra AP-fonden$8.4B AUM0.07%$6M290.9KQ3 2025OLDER
UBS Group AG$666.3B AUM0.07%$435M14.37MQ4 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.07%$5M150.0KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.07%$5M160.0KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M116.7KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.07%$3M82.7KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$23,648782Q4 2025OLDER
Savant Capital, LLC$20.7B AUM0.06%$11M376.3KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.06%$219,12711.1KQ3 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.06%$17,729895.4KQ3 2025OLDER
Intellectus Partners, LLC$490M AUM0.06%$332,64011.0KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.06%$650,76732.9KQ3 2025OLDER
Tempus Wealth Planning, LLC$435M AUM0.06%$274,28913.9KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.06%$1M42.5KQ4 2025OLDER
Fiera Capital Corp$29.2B AUM0.06%$19M969.3KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.06%$2M67.3KQ4 2025OLDER
Prostatis Group LLC$391M AUM0.06%$240,33212.1KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.06%$39M1.29MQ4 2025OLDER
Concentrum Wealth Management$339M AUM0.06%$198,99010.1KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.06%$19M626.6KQ4 2025OLDER
Carmignac Gestion$6.5B AUM0.06%$4M136.9KQ4 2025OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.06%$1M38.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.05%$100M3.31MQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.05%$9M300.0KQ4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.05%$20M1.04MQ3 2025OLDER
a16z Perennial Management, L.P.$1.2B AUM0.05%$711,60823.5KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$16M796.9KQ3 2025OLDER
Cache Advisors, LLC$866M AUM0.05%$426,38414.1KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.05%$49M1.62MQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.05%$27M904.3KQ4 2025OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.05%$594,00030.0KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.05%$115M3.79MQ4 2025OLDER
Madison Asset Management, LLC$8.1B AUM0.05%$4M218.3KQ3 2025OLDER
Diversified Trust Co$5.4B AUM0.05%$3M84.0KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$480,00015.9KQ4 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.04%$1M47.0KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.04%$5M152.8KQ4 2025OLDER
Stanley-Laman Group, Ltd.$814M AUM0.04%$315,79610.4KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.04%$28M922.9KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.04%$248,6208.2KQ4 2025OLDER
Amundi$367.1B AUM0.04%$146M4.84MQ4 2025OLDER
WOODSTOCK CORP$1.1B AUM0.04%$462,21815.3KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.04%$14M457.0KQ4 2025OLDER
Krane Funds Advisors LLC$2.4B AUM0.04%$1M39.6KQ4 2025OLDER
Capula Management Ltd$14.1B AUM0.04%$7M247.1KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.04%$1M37.2KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.04%$208,55310.5KQ3 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.04%$2M54.1KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$727,60524.1KQ4 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$554,48118.3KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$32M1.06MQ4 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.03%$348,66311.5KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.03%$230,1577.6KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$21M686.7KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.03%$695,52023.0KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$4M122.7KQ4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.03%$903,38329.6KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$8M278.5KQ4 2025OLDER
Capital Investment Counsel, Inc$816M AUM0.03%$250,9928.3KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.03%$887,96729.4KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.03%$2M68.1KQ4 2025OLDER
Siren, L.L.C.$3.6B AUM0.03%$742,50037.5KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$6M305.7KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.03%$97,0413.2KQ4 2025OLDER
Triumph Capital Management$491M AUM0.03%$113,8505.8KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.03%$3M167.4KQ3 2025OLDER
Avestar Capital, LLC$1.6B AUM0.03%$423,11814.0KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$107M5.42MQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$9M308.1KQ4 2025OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.03%$382,38512.6KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$13M421.6KQ4 2025OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.03%$269,5678.9KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$15M500.0KQ4 2025OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$323,74910.7KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.02%$55M1.81MQ4 2025OLDER
QVT Financial LP$1.4B AUM0.02%$341,51017.2KQ3 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$246,7588.2KQ4 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$3M95.8KQ4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.02%$5M175.0KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.02%$22M725.6KQ4 2025OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$235,8737.8KQ4 2025OLDER
CWM, LLC$38.1B AUM0.02%$7,874260.4KQ4 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$34111.3KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.02%$2M84.5KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$135M4.45MQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$63M2.08MQ4 2025OLDER
Parcion Private Wealth LLC$1.6B AUM0.02%$319,12310.6KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$4M139.5KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.02%$333,21511.0KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.02%$287,10014.5KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$19M620.1KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M100.0KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.02%$903M29.87MQ4 2025OLDER
Austin Private Wealth, LLC$1.3B AUM0.02%$198,00010.0KQ3 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.01%$215,2187.1KQ4 2025OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$52,4261.7KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$45M1.48MQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$5M150.5KQ4 2025OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.01%$19M950.8KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$119M3.94MQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$933M30.87MQ4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$675,45834.1KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$84M2.77MQ4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$5M159.3KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$279,7809.3KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$346,27711.5KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M77.2KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$1M33.6KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$827,66927.4KQ4 2025OLDER
Berbice Capital Management LLC$153M AUM0.01%$19,8001.0KQ3 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.01%$520,12817.2KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.01%$8M274.5KQ4 2025OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.01%$769,98325.5KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$7M338.9KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M218.8KQ4 2025OLDER
United Community Bank$300M AUM0.01%$30,2401.0KQ4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$471,12223.8KQ3 2025OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.01%$300,5259.9KQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$296,9579.8KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M98.9KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$15M740.5KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$173M5.71MQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$430,63314.1KQ4 2025OLDER
GenTrust, LLC$2.3B AUM0.01%$239,2597.9KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.01%$5M172.7KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$1M44.5KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$328,89010.9KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.01%$17M546.8KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.01%$4M136.5KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$5M162.7KQ4 2025OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.01%$435,72814.4KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$276,4249.1KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.01%$8M261.5KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$500,13916.5KQ4 2025OLDER
Korea Investment CORP$48.3B AUM0.01%$5M151.4KQ4 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M33.1KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.01%$5M152.9KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$496,69216.4KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$406,84913.5KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$8M276.5KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$138M4.57MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M86.9KQ4 2025OLDER
Front Row Advisors LLC$296M AUM0.01%$24,192800Q4 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$31M1.02MQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M264.2KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$7M240.8KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$691,39634.9KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$7M231.4KQ4 2025OLDER
FIL Ltd$128.7B AUM0.01%$10M498.7KQ3 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.01%$2M65.1KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$9M300.4KQ4 2025OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.01%$13M634.1KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$906,50530.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$48M1.58MQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$40M1.31MQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M59.3KQ4 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M391.0KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.01%$735,73924.3KQ4 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$2M55.0KQ4 2025OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.01%$207,76110.5KQ3 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$201,6406.7KQ4 2025OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.01%$290,27014.7KQ3 2025OLDER
Leonteq Securities AG$2.7B AUM0.01%$94,2253.4KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$528,89717.5KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M96.2KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.01%$11M358.4KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$47M1.57MQ4 2025OLDER
Curi Capital, LLC$5.6B AUM0.01%$345,34111.4KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$335,69411.1KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$321,05810.6KQ4 2025OLDER
Ramirez Asset Management, Inc.$832M AUM0.01%$39,6002.0KQ3 2025OLDER
Capital Research Global Investors$644.6B AUM0.01%$29M1.48MQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M133.2KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$25M833.1KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$153M5.06MQ4 2025OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$15,840800Q3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$1M62.4KQ3 2025OLDER
Voleon Capital Management LP$4.6B AUM0.00%$222,4157.4KQ4 2025OLDER
Torren Management, LLC$201M AUM0.00%$9,253306Q4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$600,47130.3KQ3 2025OLDER
Activest Wealth Management$569M AUM0.00%$24,071796Q4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$463,27715.3KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M41.1KQ4 2025OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$211,4997.0KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$944,16347.7KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$33M1.10MQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$22M743.9KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$403,70413.3KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$9M185.7KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$53M1.74MQ4 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$476,58215.8KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$677,42122.4KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$73,2412.4KQ4 2025OLDER
BAMCO INC /NY/$33.1B AUM0.00%$1M65.0KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$469,59715.5KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$5M153.5KQ4 2025OLDER
Legacy Bridge, LLC$262M AUM0.00%$7,920400Q3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M56.7KQ4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$1M42.1KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$913,07030.2KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$243,4938.1KQ4 2025OLDER
Quarry LP$558M AUM0.00%$19,354640Q4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$3M130.9KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.00%$636,29332.1KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$47M1.55MQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$356,68111.8KQ4 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$215,2187.1KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$564,06718.7KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M80.8KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$513,26417.0KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.00%$293,77314.8KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$681,33722.5KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$20,352673Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$7M245.0KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M292.3KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$120,5823.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$148,2364.9KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$15M484.7KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M46.7KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M61.1KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M33.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$793,80026.3KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$9M291.4KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$382,59612.7KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$181,8946.0KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$2,60186Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$786,48226.0KQ4 2025OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$5,171171Q4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$5M169.6KQ4 2025OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$4,891247Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M125.4KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M68.3KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$737,05537.2KQ3 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$1M37.1KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$444,61914.7KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$239,6227.9KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$9M311.1KQ4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$19,656650Q4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M34.6KQ4 2025OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$3,009152Q3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$17,839901Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M231.8KQ4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$741,03124.5KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$6,078201Q2 2026
Empower Advisory Group, LLC$38.5B AUM0.00%$476,85515.8KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$6M196.0KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$24M805.4KQ4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$211,6807.0KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$285,1339.4KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$512,32616.9KQ4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$356,02711.8KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$63,5952.1KQ4 2025OLDER
Rakuten Securities, Inc.$241M AUM0.00%$3,145104Q4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$288,2489.5KQ4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$1M58.8KQ3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$550,88218.2KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$7,873260.3KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$641,52032.4KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$856,33628.3KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$575,77319.0KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$478,88115.8KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M44.2KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$209,2006.9KQ4 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$1,42147Q4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$313,98210.4KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$48,2031.6KQ4 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$2M68.5KQ4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,396121Q3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$5,050167Q4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$4,264141Q4 2025OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$7,960402Q3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$342,40811.3KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$671,38922.2KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M34.3KQ4 2025OLDER
Inlight Wealth Management, LLC$270M AUM0.00%$1,16859Q3 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$294,84214.9KQ3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$13,709455Q4 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$156,2195.2KQ4 2025OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$217,4267.2KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$14,576482Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$6,351210Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6,592218Q4 2025OLDER
NVWM, LLC$449M AUM0.00%$1,86194Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M43.9KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$565,48818.7KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$14,062465Q4 2025OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$5,292175Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$294,3579.7KQ4 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$9462Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$11,400377Q4 2025OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$115,4375.8KQ3 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$139,1044.6KQ4 2025OLDER
Essential Partners LLC$250M AUM0.00%$77331Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$146,0594.8KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$245,7008.1KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,17772Q4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M80.3KQ3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$488,38624.9KQ3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$12,555416Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$224,45311.3KQ3 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$2428Q4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$84728Q4 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$5,443180Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$9,344309Q4 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$51417Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$6,200205Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$765,64725.3KQ4 2025OLDER
Copia Wealth Management$146M AUM0.00%$2729Q4 2025OLDER
Park Place Capital Corp$499M AUM0.00%$87144Q3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$3,643184Q3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,51250Q4 2025OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$99050Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1224.0KQ4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$93831Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$78626Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$20,473677Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$5,111169Q4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$81727Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$24,247802Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$28,2001.2KQ4 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$5,836193Q4 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$79240Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,69356Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$14,908493Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$149,3254.9KQ4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,90563Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$45415Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1,51250Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$303,85110.0KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$228,8417.6KQ4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$96832Q4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,30043Q4 2025OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,18860Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$4,264141Q4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$87729Q4 2025OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$45415Q4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,574130Q3 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$51417Q4 2025OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$47624Q3 2025OLDER
Spire Wealth Management$2.9B AUM0.00%$1,08955Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$1,96665Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$57,5471.9KQ4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$2428Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$9,737322Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,21040Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$1134Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,946200Q3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$30210Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,44573Q3 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$93731Q4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$30310Q4 2025OLDER
Strive Financial Group ,LLC$189M AUM0.00%$301Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$20,987697Q4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$20602Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$87729Q4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$1,01051Q3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$612Q4 2025OLDER
Concord Wealth Partners$770M AUM0.00%$602Q4 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$1525Q4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1525Q4 2025OLDER
Scarborough Advisors, LLC$914M AUM0.00%$301Q4 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$402Q4 2025OLDER

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