SEC 13F Intelligence

UNITED MICROELECTRONICS CORP

CUSIP 910873405

United Microelectronics Corp has 315 institutional holders in Filings Flow’s 13F database, together reporting 173.25M shares worth $1.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Aqr Capital Management LLC, and Vanguard Group Inc.

Institutional Holders
315
Q1 2026
Reported Value
$1.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 98Q4 ’18Q1 ’19: 100Q2 ’19: 99Q2 ’19Q3 ’19: 99Q2 ’21: 178Q2 ’21Q4 ’21: 235Q4 ’22: 202Q4 ’22Q4 ’25: 264Q1 ’26: 315Q1 ’26Q2 ’26: 20filingsflow.com
Total reported value
Q4 ’18: $411MQ4 ’18Q1 ’19: $418MQ2 ’19: $518MQ2 ’19Q3 ’19: $6.4BQ2 ’21: $2.6BQ2 ’21Q4 ’21: $23.0BQ4 ’22: $333MQ4 ’22Q4 ’25: $1.2BQ1 ’26: $1.5BQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$246M AUM3.56%$9M977.6KQ1 2026OLDER
KADENSA CAPITAL Ltd$718M AUM1.09%$10M1.34MQ4 2025OLDER
West Family Investments, Inc.$285M AUM0.39%$1M125.3KQ1 2026OLDER
North of South Capital LLP$1.1B AUM0.33%$4M405.1KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.25%$8M910.4KQ1 2026OLDER
Haven Private, LLC$230M AUM0.19%$440,46949.0KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.19%$455,21450.7KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.18%$45M4.98MQ1 2026OLDER
CogentBlue Wealth Advisors, LLC$149M AUM0.18%$267,22729.8KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.17%$377,21442.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.16%$5M604.0KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.15%$392,95343.8KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.14%$855,83095.3KQ1 2026OLDER
Arta Finance Wealth Management LLC$202M AUM0.14%$283,92131.6KQ1 2026OLDER
Symmetry Investments LP$913M AUM0.13%$1M185.9KQ4 2025OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.13%$449,00050.0KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.12%$416,42215.3KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.12%$4M462.7KQ1 2026OLDER
Delta Global Management LP$1.2B AUM0.12%$1M159.7KQ1 2026OLDER
Ignite Planners, LLC$648M AUM0.11%$730,09181.5KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.11%$427,85154.4KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.10%$913,769101.8KQ1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.10%$244,07632.2KQ3 2025OLDER
R Squared Ltd$182M AUM0.10%$219,49827.9KQ4 2025OLDER
Oakum Bay Capital LLC$187M AUM0.10%$188,58021.0KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.10%$2M320.2KQ3 2025OLDER
Man Group plc$55.1B AUM0.09%$51M5.73MQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.09%$295,16632.9KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.09%$4M461.6KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.08%$2M183.9KQ1 2026OLDER
Canopy Partners, LLC$291M AUM0.08%$230,29225.6KQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.08%$1M79.8KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.07%$360,69140.2KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.07%$1M123.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.07%$87M9.66MQ1 2026OLDER
Encompass More Asset Management$597M AUM0.07%$351,37146.4KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.06%$503,78756.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.06%$408,60053.9KQ3 2025OLDER
Scientech Research LLC$120M AUM0.06%$100,17612.7KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.06%$4M443.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.06%$132M14.71MQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.06%$154,60920.4KQ3 2025OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.06%$114,17112.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.06%$27M3.01MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$484,75854.0KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.05%$6M653.5KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M363.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$46M5.10MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.05%$2M176.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.05%$6M635.3KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.05%$130,66417.2KQ3 2025OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.05%$910,706101.4KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.05%$163,37318.2KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.05%$501,62555.9KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.04%$352,70439.3KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.04%$59,2686.6KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.04%$646,78572.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$227,93025.4KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.04%$1M124.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.04%$4M418.3KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.03%$165,90618.5KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.03%$2M225.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.03%$2M230.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$773,51986.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$7M745.3KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$4M432.0KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M147.5KQ1 2026OLDER
May Hill Capital, LLC$371M AUM0.03%$110,76314.1KQ1 2026OLDER
Wealthstream Advisors, Inc.$661M AUM0.03%$178,78223.6KQ3 2025OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.03%$117,08915.4KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.02%$2M185.5KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$1M112.6KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.02%$93,70710.4KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$656,20886.6KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M150.9KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.02%$176,52919.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M208.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.02%$108,30313.8KQ2 2026
Foster Group, Inc.$3.8B AUM0.02%$839,45630.9KQ2 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$215,79824.0KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.02%$139,87215.6KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.02%$1M142.2KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.02%$383,22840.0KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$248,08127.6KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.02%$1M162.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.02%$1M124.8KQ2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$16M1.98MQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M194.7KQ1 2026OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.02%$222,5788.2KQ2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$4M426.6KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$322,62435.9KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.02%$76,0792.8KQ2 2026
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$722,89795.4KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$508,23564.7KQ4 2025OLDER
Frec Markets, Inc.$587M AUM0.02%$99,89411.1KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$553,43761.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.02%$39M4.30MQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.02%$301,17133.5KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.02%$103,16211.5KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$225,18928.6KQ2 2026
Greenspring Advisors, LLC$1.6B AUM0.01%$244,75927.3KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$6M710.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$21M2.36MQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.01%$24,2012.7KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.01%$5M524.2KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.01%$179,60920.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M361.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$751,72083.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$344,53312.7KQ2 2026
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$1M567.4KQ2 2026
Aprio Wealth Management, LLC$1.8B AUM0.01%$233,37226.0KQ1 2026OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.01%$27,9643.1KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$120,28713.4KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.01%$155,47217.3KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.01%$1M143.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$888,81399.0KQ1 2026OLDER
Wealth Architects, LLC$1.1B AUM0.01%$134,52915.0KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.01%$815,37590.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$76M8.51MQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$9M1.05MQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.01%$149,96616.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M710.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M207.1KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$787,54687.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$43M4.74MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$17M1.89MQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.01%$191,66021.3KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$351,40012.9KQ2 2026
RFG Advisory, LLC$5.4B AUM0.01%$495,96555.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$741,05794.3KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.01%$7M815.6KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M208.9KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$170,18919.0KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$780,60386.9KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.01%$96,79110.8KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$677,86575.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$236,80326.4KQ1 2026OLDER
Hardy Reed LLC$1.4B AUM0.01%$101,81611.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$334,20937.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$234,54926.1KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$329,05112.1KQ2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$17M1.85MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$14M1.58MQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$182,52620.3KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.01%$174,21219.4KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.01%$105,19811.7KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$135,06915.0KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.01%$9712.9KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$53M5.87MQ1 2026OLDER
Sageworth Trust Co$2.3B AUM0.01%$128,81517.0KQ3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$4M425.9KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$5M539.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.01%$3M364.2KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.01%$745,63683.0KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.01%$101,71611.3KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.01%$151,45716.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$1M134.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$26M2.85MQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$168,73418.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M667.6KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$27,2101.0KQ2 2026
Cornerstone Financial Management LLC$109M AUM0.00%$4,885544Q1 2026OLDER
Ascent Group, LLC$2.9B AUM0.00%$128,80014.3KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$428,28247.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$247M27.50MQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.00%$399,47544.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$358,67039.9KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$242,92827.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$173,61919.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$3M311.5KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M264.7KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$9,5911.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$29M3.20MQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.00%$131,08114.6KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$1M168.6KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$924,062102.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$60M7.67MQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$145,54916.2KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$13,3081.5KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$783,32587.2KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$210,0607.7KQ2 2026
Crestwood Advisors Group, LLC$5.9B AUM0.00%$190,13421.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M244.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$24M2.66MQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$430,60948.0KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.00%$182,07621.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$25M2.76MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M406.4KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$16,3621.8KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.00%$212,72723.7KQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.00%$118,44013.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$8,208914Q1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$119,58613.3KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$8,621960Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$13,8021.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$58,2646.8KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$169,91218.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$186,40120.8KQ1 2026OLDER
Safe Harbor Fiduciary, LLC$105M AUM0.00%$2,358300Q4 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$3M293.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$81M8.99MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$248,85427.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M190.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M156.2KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M113.7KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$97,42410.8KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$10,7761.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M205.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$507,89156.6KQ2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$66,5247.4KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$6,068223Q2 2026
NOMURA HOLDINGS INC$37.7B AUM0.00%$661,82673.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$23M2.60MQ1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$27,2101.0KQ2 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$227,68825.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$691,46077.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$45M5.01MQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$20,4922.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$106M13.52MQ4 2025OLDER
Composition Wealth, LLC$7.3B AUM0.00%$112,21412.5KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$3,799423Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M1.06MQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$544,11571.8KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$349,83246.2KQ3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$216,86724.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M169.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M163.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$25M2.76MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$177,19319.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M123.5KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$211,79523.6KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$111,10112.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$2,398267Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$58,1906.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$126,13514.1KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$242,37027.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$244,61627.2KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$92,55710.3KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$4,490500Q1 2026OLDER
Candriam S.C.A.$20.1B AUM0.00%$226,09528.8KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$19,6492.2KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$37,2501.4KQ2 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$61,6427.8KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$628,49270.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$4M440.6KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$207,51727.4KQ3 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$5,011661Q4 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$10,2901.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M166.8KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$4,045451Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$110,96912.4KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$220,22524.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$451,62250.3KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$4,445495Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$230,66925.7KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$6,358708Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$8,734321Q2 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$1M114.1KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$137,39415.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$679,17975.6KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$24,9112.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$9,1601.0KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$5,020559Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$124,46013.9KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$19,4232.5KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M129.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$5,955786Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$78,64810.0KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$216,73624.1KQ1 2026OLDER
Clean Yield Group$355M AUM0.00%$1,958218Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$130,74414.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$357,17639.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$473,89545.5KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$14,0001.5KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$104,95811.7KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$240,63726.8KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$7,417826Q1 2026OLDER
FIL Ltd$128.7B AUM0.00%$568,06663.3KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.00%$916102Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$4,481499Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$260,32329.0KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$2,853363Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M152.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$342,28238.1KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$177,24322.6KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$207,31523.1KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$117,62013.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$461,24851.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$568,50663.3KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$109,71012.2KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$100,24713.0KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$157,75217.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$18,0022.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M112.4KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$146,34719.3KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$700,13578.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$211,65923.6KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$7,055786Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$2,577287Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$149,24816.6KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,060118Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$17,1521.9KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$8,9801.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$52,4976.7KQ4 2025OLDER
AVIVA PLC$59.6B AUM0.00%$123,98713.8KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,805201Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$13,0761.7KQ3 2025OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$63,7208.1KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$124,79013.9KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$2,056229Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$78,07410.3KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$159,44017.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$873,09897.2KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M260.7KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$62970Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$922,820102.8KQ1 2026OLDER
Trust Co$1.1B AUM0.00%$1,419158Q1 2026OLDER
Amundi$367.1B AUM0.00%$448,57850.0KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,391155Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,559285Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$531,37459.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$29,6343.3KQ1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$15,8051.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$191,31421.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,804535Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$4,310480Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$211,29023.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$20,1782.2KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$62069Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$264,61329.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$330,00036.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M120.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$208,06723.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$146,78816.8KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$897100Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,107278Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$71,5798.1KQ1 2026OLDER
Seneschal Advisors, LLC$135M AUM0.00%$455Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1,024114Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$26029Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$107,13614.1KQ3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,113458Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$1,760196Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$31,5923.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$71,6138.0KQ2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$4,966553Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2,924372Q4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$898100Q1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$2971.4KQ3 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$91Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$364Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$182Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$91Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$81Q3 2025OLDER

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