SEC 13F Intelligence

UNITI GROUP LLC COM SHS

CUSIP 91325V108

Uniti Group LLC Com Shs has 24 institutional holders in Filings Flow’s 13F database, together reporting 31.1K shares worth $242,248 as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Elliott Investment Management L.P..

Institutional Holders
24
Q1 2026
Reported Value
$242,248
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 229Q2 ’19Q3 ’19: 215Q4 ’19: 200Q1 ’20: 189Q2 ’20: 195Q2 ’20Q3 ’20: 215Q4 ’20: 227Q1 ’21: 236Q2 ’21: 224Q2 ’21Q3 ’21: 216Q4 ’21: 234Q1 ’22: 243Q2 ’22: 263Q2 ’22Q3 ’22: 258Q4 ’22: 274Q1 ’23: 266Q2 ’23: 267Q2 ’23Q3 ’23: 279Q4 ’23: 305Q1 ’24: 303Q2 ’24: 288Q2 ’24Q3 ’24: 314Q4 ’24: 302Q1 ’25: 315Q2 ’25: 295Q2 ’25Q3 ’25: 5Q4 ’25: 18Q1 ’26: 24filingsflow.com
Total reported value
Q2 ’19: $704MQ2 ’19Q3 ’19: $617MQ4 ’19: $633MQ1 ’20: $386MQ2 ’20: $585MQ2 ’20Q3 ’20: $973MQ4 ’20: $1.0BQ1 ’21: $906MQ2 ’21: $950MQ2 ’21Q3 ’21: $1.2BQ4 ’21: $1.4BQ1 ’22: $1.4BQ2 ’22: $956MQ2 ’22Q3 ’22: $705MQ4 ’22: $578MQ1 ’23: $391MQ2 ’23: $503MQ2 ’23Q3 ’23: $498MQ4 ’23: $857MQ1 ’24: $887MQ2 ’24: $439MQ2 ’24Q3 ’24: $668MQ4 ’24: $672MQ1 ’25: $825MQ2 ’25: $912MQ2 ’25Q3 ’25: $14MQ4 ’25: $171,749Q1 ’26: $242,248filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BlackRock, Inc.$5.72T AUM0.00%$178M41.10MQ2 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$160M37.12MQ2 2025OLDER
Elliott Investment Management L.P.$20.1B AUM0.24%$44M10.12MQ2 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$41M9.42MQ2 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$30M6.93MQ2 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$28M6.44MQ2 2025OLDER
LSV ASSET MANAGEMENT$46.4B AUM0.06%$27M6.33MQ2 2025OLDER
KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM2.47%$26M6.00MQ2 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$25M5.72MQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$22M5.03MQ2 2025OLDER
LMR Partners LLP$45.4B AUM0.11%$15M3.48MQ2 2025OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.25%$15M3.40MQ2 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$15M3.39MQ2 2025OLDER
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.03%$14M3.29MQ2 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M3.27MQ2 2025OLDER
Bracebridge Capital, LLC$3.7B AUM0.75%$14M3.23MQ2 2025OLDER
Searchlight Capital Partners, L.P.$109M AUM11.75%$14M2.27MQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$13M2.89MQ2 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M1.92MQ2 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$7M1.73MQ2 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M1.70MQ2 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$7M1.61MQ2 2025OLDER
Pacer Advisors, Inc.$35.6B AUM0.02%$7M1.55MQ2 2025OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.19%$7M1.54MQ2 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$6M1.41MQ2 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.09%$6M1.36MQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M1.28MQ2 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M1.27MQ2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M1.18MQ2 2025OLDER
NATIXIS$28.0B AUM0.02%$5M1.09MQ2 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M1.02MQ2 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$4M1.01MQ2 2025OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.07%$4M999.8KQ2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M999.8KQ2 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.04%$4M995.2KQ2 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$4M971.3KQ2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M932.7KQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$4M852.6KQ2 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M773.1KQ2 2025OLDER
AXA S.A.$256M AUM0.01%$3M457.3KQ2 2025OLDER
Paloma Partners Management Co$510M AUM0.46%$3M720.9KQ2 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M702.7KQ2 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M675.3KQ2 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M609.1KQ2 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M597.3KQ2 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.21%$3M590.8KQ2 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M573.7KQ2 2025OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.07%$2M569.9KQ2 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M549.7KQ2 2025OLDER
ALGERT GLOBAL LLC$6.6B AUM0.05%$2M534.8KQ2 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M534.5KQ2 2025OLDER
UBS Group AG$666.3B AUM0.00%$2M486.8KQ2 2025OLDER
Swiss National Bank$173.8B AUM0.00%$2M466.7KQ2 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$2M434.7KQ2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M422.7KQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$2M417.2KQ2 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M409.9KQ2 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M409.7KQ2 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$2M362.1KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M361.0KQ2 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M357.1KQ2 2025OLDER
TWO SIGMA ADVISERS, LP$0 AUM0.00%$2M352.3KQ2 2025OLDER
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$1M345.9KQ2 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M341.8KQ2 2025OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.11%$1M335.3KQ2 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$1M329.2KQ2 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$1M324.4KQ2 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$1M316.7KQ2 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M297.7KQ2 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$1M274.8KQ2 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M266.5KQ2 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$1M265.0KQ2 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M262.6KQ2 2025OLDER
State of Alaska, Department of Revenue$9.2B AUM0.01%$1M260.8KQ2 2025OLDER
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$1M259.1KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M244.0KQ2 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M243.8KQ2 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$972,998225.2KQ2 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$948,719219.6KQ2 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$944,000218.5KQ2 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$931,000215.7KQ2 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$911,040210.9KQ2 2025OLDER
Helix Partners Management LP$374M AUM0.33%$864,000200.0KQ2 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$825,984191.2KQ2 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$814,320188.5KQ2 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$810,652187.7KQ2 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$782,469181.1KQ2 2025OLDER
Strategic Financial Concepts, LLC$405M AUM0.11%$762,346176.5KQ2 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.03%$756,684175.2KQ2 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$755,369174.9KQ2 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$730,957169.2KQ2 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$726,684168.2KQ2 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$703,335162.8KQ2 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$696,630161.3KQ2 2025OLDER
CastleKnight Management LP$6.0B AUM0.02%$682,560158.0KQ2 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$644,364149.2KQ2 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$543,067125.7KQ2 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$526,971122.0KQ2 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$519,039120.1KQ2 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$515,756119.4KQ2 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$513,310118.8KQ2 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$513,190118.8KQ2 2025OLDER
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.02%$506,269117.2KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$495,504114.7KQ2 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$492,636114.0KQ2 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$469,437108.7KQ2 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$463,000107.2KQ2 2025OLDER
CSM Advisors, LLC$4.1B AUM0.01%$462,000107.1KQ2 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$453,769105.0KQ2 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$445,851103.1KQ2 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$417,81698.2KQ2 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$394,31291.3KQ2 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$392,90791.0KQ2 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$390,62790.4KQ2 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$388,80090.0KQ2 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$388,30889.9KQ2 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.01%$369,94485.6KQ2 2025OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.04%$365,17484.7KQ2 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$363,00084.0KQ2 2025OLDER
Maridea Wealth Management LLC$688M AUM0.09%$359,47283.2KQ2 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$344,82779.8KQ2 2025OLDER
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.00%$333,00077.0KQ2 2025OLDER
MARINER INVESTMENT GROUP LLC$346M AUM0.12%$324,00075.0KQ2 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$317,54273.5KQ2 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$317,40873.5KQ2 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$308,95371.5KQ2 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$307,91271.3KQ2 2025OLDER
Diversified Trust Co$5.4B AUM0.01%$302,28770.0KQ2 2025OLDER
AMALGAMATED BANK$13.1B AUM0.00%$301,00069.7KQ2 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$278,76164.5KQ2 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$277,38764.2KQ2 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$272,23863.0KQ2 2025OLDER
State of Wyoming$844M AUM0.03%$270,28962.6KQ2 2025OLDER
RiverFront Investment Group, LLC$6.5B AUM0.01%$259,78860.1KQ2 2025OLDER
Gallacher Capital Management LLC$261M AUM0.11%$245,23556.8KQ2 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$244,15856.5KQ2 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$242,87956.2KQ2 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$241,92656.0KQ2 2025OLDER
Range Financial Group LLC$298M AUM0.09%$234,30454.2KQ2 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$229,52653.1KQ2 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$218,53250.6KQ2 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$214,70449.7KQ2 2025OLDER
Vestcor Inc$3.6B AUM0.01%$213,00049.3KQ2 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$209,28748.4KQ2 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$203,26547.1KQ2 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$202,84647.0KQ2 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$198,84546.0KQ2 2025OLDER
M&G Plc$19.4B AUM0.00%$197,93649.5KQ2 2025OLDER
STRS OHIO$25.2B AUM0.00%$193,10444.7KQ2 2025OLDER
PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM0.01%$191,00044.3KQ2 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$188,18443.6KQ2 2025OLDER
CWM, LLC$38.1B AUM0.00%$185,00042.9KQ2 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$176,83540.9KQ2 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$174,25640.3KQ2 2025OLDER
Amundi$367.1B AUM0.00%$167,81238.2KQ2 2025OLDER
Man Group plc$55.1B AUM0.00%$167,72438.8KQ2 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$165,95738.4KQ2 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$160,75637.2KQ2 2025OLDER
Creative Planning$147.4B AUM0.00%$154,51735.8KQ2 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$152,67335.3KQ2 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$151,87435.2KQ2 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$151,65434.9KQ2 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$147,97734.3KQ2 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$141,47833.2KQ2 2025OLDER
Mariner, LLC$85.7B AUM0.00%$141,31732.7KQ2 2025OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.01%$139,43832.3KQ2 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$136,21431.5KQ2 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$135,23030.7KQ2 2025OLDER
SHELL ASSET MANAGEMENT CO$996M AUM0.00%$134,00031.1KQ2 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$128,43429.7KQ2 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$126,36029.3KQ2 2025OLDER
Optimize Financial Inc$203M AUM0.07%$120,21327.8KQ2 2025OLDER
Optas, LLC$661M AUM0.02%$116,88227.1KQ2 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$116,07612.4KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$113,59326.3KQ2 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.02%$108,45425.1KQ2 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$108,01325.0KQ2 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$103,31223.9KQ2 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$103,00023.8KQ2 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$102,31923.7KQ2 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$102,06023.6KQ2 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$101,09223.4KQ2 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$99,21323.0KQ2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$97,77922.6KQ2 2025OLDER
Freedom Investment Management, Inc.$337M AUM0.01%$95,48322.1KQ2 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$88,02020.4KQ2 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$83,09919.2KQ2 2025OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.03%$82,82319.2KQ2 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$81,33018.8KQ2 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$80,22518.6KQ2 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$79,49718.4KQ2 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$78,94218.3KQ2 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$78,13618.1KQ2 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$73,50517.0KQ2 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$73,00016.9KQ2 2025OLDER
FMR LLC$1.90T AUM0.00%$72,57816.8KQ2 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$70,82616.4KQ2 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$67,56515.6KQ2 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$65,73715.2KQ2 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$61,15814.2KQ2 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$60,11713.9KQ2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$59,18813.7KQ2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$57,41313.3KQ2 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$56,00012.9KQ2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$55,87112.9KQ2 2025OLDER
Everhart Financial Group, Inc.$1.6B AUM0.01%$55,68412.9KQ2 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$55,65012.9KQ2 2025OLDER
DekaBank Deutsche Girozentrale$60.6B AUM0.00%$55,0008.9KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.00%$53,85210.7KQ1 2026
SAGE RHINO CAPITAL LLC$535M AUM0.01%$50,43211.7KQ2 2025OLDER
Norinchukin Bank, The$8.6B AUM0.00%$50,27611.6KQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$50,09511.6KQ2 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$47,99511.1KQ2 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$47,24410.9KQ2 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$46,80310.8KQ2 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$45,28810.5KQ2 2025OLDER
PARK AVENUE SECURITIES LLC$12.8B AUM0.00%$45,00010.3KQ2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$36,3746.8KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$33,7427.8KQ2 2025OLDER
Horrell Capital Management, Inc.$219M AUM0.01%$25,6452.7KQ1 2026
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.00%$24,0005.6KQ2 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$22,6395.3KQ2 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$17,8424.1KQ2 2025OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$17,2804.0KQ2 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$16,0003.6KQ2 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$14,9303.5KQ2 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$14,1223.3KQ2 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$11,7382.7KQ2 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$11,2932.6KQ2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$10,2801.1KQ1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$9,9672.3KQ2 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,760975Q1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$9,2752.1KQ2 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$8,8612.1KQ2 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$7,4661.7KQ2 2025OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$7,3441.7KQ2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$5,8431.2KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$5,8281.3KQ2 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$5,7171.3KQ2 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$5,5251.3KQ2 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$4,005927Q2 2025OLDER
Avion Wealth$484M AUM0.00%$4,0001.0KQ2 2025OLDER
BESSEMER GROUP INC$63.6B AUM0.00%$4,000879Q2 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,827408Q1 2026
Longview Financial Advisors, Inc.$171M AUM0.00%$3,780403Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$3,750535Q4 2025OLDER
Red Tortoise LLC$240M AUM0.00%$3,594832Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,360778Q2 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$3,184739Q2 2025OLDER
Essential Partners LLC$250M AUM0.00%$3,002695Q1 2026
TSFG, LLC$659M AUM0.00%$3,000800Q2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$2,917311Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$2,873665Q2 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$2,823301Q1 2026
Independence Bank of Kentucky$789M AUM0.00%$2,678620Q2 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,345250Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,312535Q2 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,204235Q1 2026
Financial Perspectives, Inc$358M AUM0.00%$2,203510Q2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$2,087483Q2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,918444Q2 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,801417Q2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,754406Q2 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,625376Q2 2025OLDER
Graney & King, LLC$186M AUM0.00%$1,314304Q2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,231285Q2 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,173272Q2 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,144122Q1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,107118Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$1,045242Q2 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,000214Q2 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$84490Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$756175Q2 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$736170Q2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$729104Q4 2025OLDER
CITY HOLDING CO$800M AUM0.00%$715166Q2 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$65770Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$63468Q1 2026
Elequin Capital, LP$1.2B AUM0.00%$588136Q2 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$506117Q2 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$46950Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$45048Q1 2026
Tradewinds Capital Management, LLC$504M AUM0.00%$432100Q2 2025OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$41596Q2 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$38990Q2 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$37286Q2 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$35582Q2 2025OLDER
Main Street Group, LTD$340M AUM0.00%$29869Q2 2025OLDER
GoalVest Advisory LLC$539M AUM0.00%$27229Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$23855Q2 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$22853Q2 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$20848Q2 2025OLDER
Bellwether Advisors, LLC$590M AUM0.00%$16438Q2 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$11226Q2 2025OLDER
Abound Wealth Management$504M AUM0.00%$10825Q2 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$9410Q1 2026
Prestige Wealth Management Group LLC$509M AUM0.00%$8720Q2 2025OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$8319Q2 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$7317Q2 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$4811Q2 2025OLDER
Scarborough Advisors, LLC$914M AUM0.00%$399Q2 2025OLDER
Morton Brown Family Wealth, LLC$378M AUM0.00%$384Q1 2026
Semmax Financial Advisors Inc.$388M AUM0.00%$325Q2 2025OLDER
Koesten, Hirschmann & Crabtree, INC.$205M AUM0.00%$317Q2 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$287Q2 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$192Q1 2026
Hughes Financial Services, LLC$651M AUM0.00%$91Q1 2026
Creekmur Asset Management LLC$1M AUM0.00%$41Q2 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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