SEC 13F Intelligence

UDEMY INC

CUSIP 902685106

Udemy Inc has 193 institutional holders in Filings Flow’s 13F database, together reporting 129.03M shares worth $596M as of Q1 2026. The largest reported holders are Insight Holdings Group, LLC, Caledonia (Private) Investments Pty Ltd, and Vanguard Group Inc.

Institutional Holders
193
Q1 2026
Reported Value
$596M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’21: 55Q4 ’21Q4 ’22: 96Q4 ’22Q4 ’25: 179Q4 ’25Q1 ’26: 193Q1 ’26filingsflow.com
Total reported value
Q4 ’21: $1.7BQ4 ’21Q4 ’22: $943MQ4 ’22Q4 ’25: $730MQ4 ’25Q1 ’26: $596MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Insight Holdings Group, LLC$1.4B AUM12.33%$176M38.03MQ1 2026
Sea Cliff Partners Management, LP$194M AUM6.53%$13M2.74MQ1 2026
WESTERLY CAPITAL MANAGEMENT, LLC$368M AUM5.40%$20M4.30MQ1 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP$424M AUM5.00%$21M4.59MQ1 2026
NASPERS LTD$253M AUM4.15%$27M3.92MQ3 2025OLDER
MAK CAPITAL ONE LLC$679M AUM2.49%$17M3.66MQ1 2026
Caledonia (Private) Investments Pty Ltd$3.4B AUM1.84%$63M13.67MQ1 2026
S SQUARED TECHNOLOGY, LLC$264M AUM0.84%$2M315.3KQ3 2025OLDER
VARCOV Co.$268M AUM0.73%$2M317.3KQ4 2025OLDER
Dauntless Investment Group, LLC$151M AUM0.68%$389,64555.4KQ2 2025OLDER
J. Goldman & Co LP$3.4B AUM0.65%$25M4.24MQ4 2025OLDER
Pale Fire Capital SE$1.1B AUM0.53%$6M1.31MQ1 2026
Greenvale Capital LLP$912M AUM0.50%$6M838.9KQ2 2025OLDER
FORMULA GROWTH LTD$222M AUM0.38%$1M152.0KQ3 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.32%$5M1.19MQ1 2026
Invenomic Capital Management LP$2.2B AUM0.29%$6M1.39MQ1 2026
HARVEST MANAGEMENT LLC$206M AUM0.29%$595,980129.0KQ1 2026
Absolute Gestao de Investimentos Ltda.$877M AUM0.19%$2M357.2KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.17%$3M380.7KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.14%$373,80853.3KQ3 2025OLDER
Transmarket Holdings LP$137M AUM0.14%$185,25831.7KQ1 2026
AQR Arbitrage LLC$6.1B AUM0.13%$8M1.69MQ1 2026
ABC ARBITRAGE SA$753M AUM0.13%$948,726205.4KQ1 2026
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.10%$157,93934.2KQ1 2026
SOROS FUND MANAGEMENT LLC$9.1B AUM0.10%$9M1.92MQ1 2026
Synergy Financial Group, LTD$133M AUM0.09%$132,90319.0KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.08%$1M208.2KQ2 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.08%$238,27533.9KQ2 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.07%$643,728139.3KQ1 2026
Bridgefront Capital, LLC$402M AUM0.07%$226,35332.3KQ3 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.07%$845,460183.0KQ1 2026
State of Wyoming$844M AUM0.06%$540,30092.4KQ4 2025OLDER
Sagefield Capital LP$1.4B AUM0.05%$731,004158.2KQ1 2026
Petrus Trust Company, LTA$915M AUM0.05%$502,10471.4KQ2 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.05%$4M536.9KQ3 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.05%$1M198.5KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.05%$12M1.67MQ3 2025OLDER
KRYGER CAPITAL Ltd$1.3B AUM0.05%$585,000100.0KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$566,20580.8KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$305,00043.3KQ2 2025OLDER
R Squared Ltd$182M AUM0.04%$84,09912.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.03%$218,98531.2KQ3 2025OLDER
Kryger Capital LLC$1.4B AUM0.03%$458,66099.3KQ1 2026
Numerai GP LLC$997M AUM0.03%$224,34831.9KQ2 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$298,39751.0KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$199,15228.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M193.7KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.03%$505,544109.4KQ1 2026
Mirador Capital Partners LP$817M AUM0.03%$210,16135.9KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.03%$362,13051.7KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.03%$3M597.0KQ1 2026
Murchinson Ltd.$791M AUM0.03%$219,45047.5KQ1 2026
AXQ CAPITAL, LP$777M AUM0.02%$75,03110.7KQ2 2025OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M283.0KQ3 2025OLDER
111 Capital$406M AUM0.02%$120,19917.1KQ2 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.02%$890,061192.7KQ1 2026
Atom Investors LP$1.4B AUM0.01%$180,36130.8KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.01%$291,06063.0KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.01%$3M561.3KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M363.5KQ3 2025OLDER
OP Asset Management Ltd$8.4B AUM0.01%$1M172.3KQ1 2026
Quarry LP$558M AUM0.01%$50,9147.3KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$93,71713.3KQ2 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$7M1.50MQ1 2026
Van Hulzen Asset Management, LLC$1.3B AUM0.01%$140,40020.0KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$511,744110.8KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$207,79235.5KQ4 2025OLDER
VEGA INVESTMENT SOLUTIONS$418M AUM0.01%$39,2005.6KQ2 2025OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M283.7KQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.01%$264,36337.6KQ2 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$529,956114.7KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.01%$598,738129.6KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$2M272.6KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$174,15137.7KQ1 2026
Inscription Capital, LLC$951M AUM0.01%$67,74814.7KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M452.6KQ4 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$815,153176.4KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M329.7KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.01%$411,53658.5KQ2 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$78,76411.2KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M1.23MQ1 2026
SVB WEALTH LLC$1.5B AUM0.01%$90,23319.5KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.01%$195,57842.3KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.01%$5M1.04MQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.01%$354,20850.5KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$638,00090.8KQ2 2025OLDER
Trexquant Investment LP$13.9B AUM0.01%$622,504106.4KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.01%$100,42521.7KQ1 2026
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$133,34522.8KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$9M1.93MQ1 2026
Essential Partners LLC$250M AUM0.00%$11,3601.6KQ1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.00%$293,79350.2KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$1M274.5KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$178,61125.4KQ2 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$1M200.8KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$876,465189.7KQ1 2026
Utah Retirement Systems$9.8B AUM0.00%$380,91982.5KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M1.40MQ1 2026
CITIGROUP INC$234.5B AUM0.00%$8M1.83MQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.00%$85,48512.2KQ2 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M311.1KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M299.8KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$7M1.45MQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M234.6KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M353.2KQ1 2026
NewEdge Wealth, LLC$8.4B AUM0.00%$219,94837.6KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$122,94817.5KQ2 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$62,51813.5KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M1.10MQ1 2026
WINTON GROUP Ltd$2.9B AUM0.00%$65,60414.2KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M311.9KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$203,36434.8KQ4 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$216,47046.9KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$20,3974.4KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$107,84415.6KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$17M3.66MQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$82,07917.8KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M844.2KQ1 2026
UBS Group AG$666.3B AUM0.00%$10M2.27MQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$444,36196.2KQ1 2026
DANSKE BANK A/S$41.5B AUM0.00%$583,89183.3KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$121,97317.4KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$176,71038.2KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$6M1.39MQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$42,0569.1KQ1 2026
STRS OHIO$25.2B AUM0.00%$314,62268.1KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$174,22324.8KQ2 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$164,73523.5KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$177,16338.3KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$43,8169.5KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$214,59130.6KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M372.2KQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$169,64224.2KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$967,160209.3KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$123,97826.8KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$20M4.34MQ1 2026
CWM, LLC$38.1B AUM0.00%$392,73785.0KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$21,7654.7KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$833,510118.9KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$197,92542.8KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$99,94921.6KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M221.3KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$30,5386.6KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$168,05736.4KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$25,3875.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$54M9.15MQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$128,31127.8KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M636.7KQ1 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$142,66130.9KQ1 2026
Man Group plc$55.1B AUM0.00%$364,00578.8KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$5,3181.2KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$10M2.23MQ1 2026
Creative Planning$147.4B AUM0.00%$874,866189.4KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$2,135462Q1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$58,07812.6KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$33M7.14MQ1 2026
Mariner, LLC$85.7B AUM0.00%$482,246104.4KQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$55,51412.0KQ1 2026
Jain Global LLC$24.2B AUM0.00%$112,85219.3KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M754.2KQ1 2026
Swiss National Bank$173.8B AUM0.00%$924,462200.1KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$84,17012.0KQ2 2025OLDER
Kilter Group LLC$232M AUM0.00%$1,225265Q1 2026
Cornerstone Financial Management LLC$109M AUM0.00%$55695Q4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M812.9KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$66,17714.3KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$19M4.20MQ1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$3,532745Q1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$47,34110.2KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$861,413186.5KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$535,022115.8KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$315,07268.2KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$216,92346.4KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$311,25967.4KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M496.0KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$103,02622.3KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$72,61010.4KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M347.8KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$354,50276.7KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M401.3KQ4 2025OLDER
PenderFund Capital Management Ltd.$639M AUM0.00%$2,194375Q4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$231,69350.1KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$10M2.07MQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$10,7552.3KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$2M373.9KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$360,57778.0KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,617350Q1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$98,91021.4KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$204,43044.2KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$211,02345.7KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$420,42091.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M520.6KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$61,05413.2KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$947205Q1 2026
MORGAN STANLEY$1.67T AUM0.00%$4M715.9KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$856,557185.4KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.00%$60,33110.3KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$113,69824.6KQ1 2026
Walleye Trading LLC$60.0B AUM0.00%$130,21118.6KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,756813Q1 2026
PEAK6 LLC$42.6B AUM0.00%$81,95917.7KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$125,37827.1KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$1M244.4KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$171,53224.4KQ2 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$90,82213.0KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$810,598175.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$985,488213.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$684,582148.2KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$7,1981.6KQ1 2026
GLOBEFLEX CAPITAL L P$661M AUM0.00%$936160Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$297,28064.1KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$64,23213.9KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$79,09017.1KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$410,70488.9KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$4,7131.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M324.5KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$121,08626.2KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$109,59123.7KQ1 2026
Wealth Preservation Advisors, LLC$120M AUM0.00%$12026Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$10,4692.3KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$63,20613.7KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$172,97737.4KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$384,17283.2KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$390,24784.5KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$81,41417.6KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$20,7444.5KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$67,72914.7KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$78,56817.0KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$72,76615.8KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$24,0004.1KQ4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$490106Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$1,511327Q1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$71,14815.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$37,5198.1KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$2,832613Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$77,60216.8KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$3,359727Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$98,00921.2KQ1 2026
Stone House Investment Management, LLC$558M AUM0.00%$26357Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$706,408154.9KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$578125Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$2,421524Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$4,348939Q1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$35,9297.8KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$70,05315.2KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$29263Q1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$306,00066.0KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,192170Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$158,29534.3KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$851184Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$25455Q1 2026
Amundi$367.1B AUM0.00%$58,45212.7KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$6,000796Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2,338506Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$5,4881.2KQ1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$9917Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4610Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1,719372Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$3,861660Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$1,675239Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,257272Q1 2026
MAI Capital Management$17.7B AUM0.00%$772167Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$122Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$1,788387Q1 2026
FMR LLC$1.90T AUM0.00%$24,8475.4KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$9721Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$3,216696Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,691366Q1 2026
Hughes Financial Services, LLC$651M AUM0.00%$51Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$3,000714Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$998229Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$9416Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$15522Q2 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$5111Q1 2026

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