SEC 13F Intelligence

MTNVAIL RESORTS INC

CUSIP 91879Q109 · Yahoo Finance ↗ · Google Finance ↗

Vail Resorts Inc (MTN) has 440 institutional holders in Filings Flow’s 13F database, together reporting 44.73M shares worth $5.7B as of Q1 2026. The largest reported holders are Bamco Inc /Ny/, Capital World Investors, and Capital International Investors.

Institutional Holders
440
Q1 2026
Reported Value
$5.7B
Ticker
MTN
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 353Q1 ’19Q2 ’19: 354Q3 ’19: 354Q4 ’19: 382Q1 ’20: 345Q1 ’20Q2 ’20: 349Q3 ’20: 340Q4 ’20: 365Q1 ’21: 396Q1 ’21Q2 ’21: 420Q3 ’21: 412Q4 ’21: 445Q1 ’22: 442Q1 ’22Q2 ’22: 433Q3 ’22: 439Q4 ’22: 474Q1 ’23: 454Q1 ’23Q2 ’23: 449Q3 ’23: 464Q4 ’23: 473Q1 ’24: 466Q1 ’24Q2 ’24: 453Q3 ’24: 447Q4 ’24: 461Q1 ’25: 433Q1 ’25Q2 ’25: 449Q3 ’25: 460Q4 ’25: 451Q1 ’26: 440Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $4.3BQ1 ’19Q2 ’19: $4.3BQ3 ’19: $4.5BQ4 ’19: $5.1BQ1 ’20: $3.2BQ1 ’20Q2 ’20: $4.1BQ3 ’20: $5.0BQ4 ’20: $6.6BQ1 ’21: $6.7BQ1 ’21Q2 ’21: $7.0BQ3 ’21: $7.6BQ4 ’21: $7.9BQ1 ’22: $6.5BQ1 ’22Q2 ’22: $5.6BQ3 ’22: $6.1BQ4 ’22: $7.1BQ1 ’23: $6.9BQ1 ’23Q2 ’23: $6.8BQ3 ’23: $5.9BQ4 ’23: $6.6BQ1 ’24: $7.0BQ1 ’24Q2 ’24: $5.8BQ3 ’24: $5.0BQ4 ’24: $5.6BQ1 ’25: $5.3BQ1 ’25Q2 ’25: $6.5BQ3 ’25: $6.4BQ4 ’25: $5.5BQ1 ’26: $5.7BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BAMCO INC /NY/$33.1B AUM1.95%$647M5.04MQ1 2026
Capital World Investors$732.9B AUM0.08%$568M4.43MQ1 2026
Capital International Investors$426.5B AUM0.12%$515M4.01MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$466M3.51MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$433M3.38MQ1 2026
Oasis Management Co Ltd.$1.7B AUM21.59%$371M2.89MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$217M1.69MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$217M1.69MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$206M1.61MQ1 2026
FMR LLC$1.90T AUM0.01%$154M1.20MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$153M1.19MQ1 2026
First Pacific Advisors, LP$7.1B AUM2.11%$151M1.18MQ1 2026
STATE STREET CORP$2.90T AUM0.00%$144M1.10MQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.11%$125M976.7KQ1 2026
MORGAN STANLEY$1.66T AUM0.01%$99M771.4KQ1 2026
HARRIS ASSOCIATES L P$75.0B AUM0.13%$96M745.6KQ1 2026
UBS Group AG$666.3B AUM0.01%$93M721.3KQ1 2026
EMINENCE CAPITAL, LP$0 AUM2.10%$92M714.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$88M686.3KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$83M648.9KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.08%$75M580.5KQ1 2026
River Road Asset Management, LLC$8.8B AUM0.73%$65M504.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$60M469.5KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$54M421.0KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.08%$53M411.8KQ1 2026
Epoch Investment Partners, Inc.$16.5B AUM0.30%$50M387.5KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$47M366.8KQ1 2026
NORGES BANK$0 AUM0.00%$41M309.5KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.02%$37M249.1KQ3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.10%$36M279.4KQ1 2026
Artisan Partners Limited Partnership$62.3B AUM0.06%$35M269.9KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$29M226.7KQ1 2026
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM6.64%$27M206.7KQ1 2026
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM1.91%$26M202.9KQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.03%$25M165.6KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$25M192.4KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$24M190.0KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.02%$24M186.7KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$22M173.3KQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.04%$21M160.0KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.04%$19M150.5KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.12%$19M127.3KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$16M127.6KQ1 2026
SUMMIT WEALTH GROUP LLC / CO$950M AUM1.71%$16M536.1KQ3 2025OLDER
Clearline Capital LP$1.9B AUM0.83%$16M124.5KQ1 2026
Marathon Asset Management Ltd$2.6B AUM0.59%$15M117.3KQ1 2026
LONDON CO OF VIRGINIA$16.2B AUM0.09%$15M117.9KQ1 2026
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.83%$15M116.8KQ1 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.11%$15M115.9KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15M113.0KQ1 2026
Aperture Investors, LLC$791M AUM1.83%$14M113.0KQ1 2026
ARIEL INVESTMENTS, LLC$8.9B AUM0.16%$14M112.3KQ1 2026
Invenomic Capital Management LP$2.2B AUM0.65%$14M110.5KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$14M108.5KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$14M107.0KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.02%$14M106.4KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$14M106.1KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.06%$13M101.1KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.03%$13M98.6KQ1 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M96.9KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.01%$11M77.3KQ3 2025OLDER
Michelson Medical Research Foundation, Inc.$99M AUM11.20%$11M86.0KQ1 2026
IAT REINSURANCE CO LTD.$310M AUM3.48%$11M84.0KQ1 2026
Eldred Rock Partners, LLC$465M AUM2.67%$10M81.8KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$10M80.4KQ1 2026
Select Equity Group, L.P.$19.5B AUM0.04%$10M68.6KQ3 2025OLDER
Soapstone Management L.P.$140M AUM7.31%$10M80.0KQ1 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.11%$10M77.2KQ1 2026
PERRY CREEK CAPITAL LP$160M AUM6.10%$10M76.2KQ1 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$10M77.2KQ1 2026
Capital International, Inc./CA/$13.0B AUM0.08%$10M76.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$9M74.5KQ1 2026
Swiss National Bank$173.8B AUM0.01%$9M70.8KQ1 2026
Marex Group Ltd$15.8B AUM0.06%$9M70.0KQ1 2026
Walleye Trading LLC$60.0B AUM0.01%$9M69.9KQ1 2026
South Dakota Investment Council$5.2B AUM0.17%$9M69.4KQ1 2026
Cadence Bank$1.7B AUM0.51%$9M66.0KQ4 2025OLDER
FIRETRAIL INVESTMENTS PTY LTD$293M AUM2.98%$9M67.9KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$9M67.7KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M67.0KQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.26%$8M53.8KQ2 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$8M63.9KQ1 2026
MSA Advisors, LLC$333M AUM2.01%$8M60.6KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.01%$8M57.2KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$8M59.2KQ1 2026
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.39%$8M59.0KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.04%$8M58.8KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7M56.9KQ1 2026
Waratah Capital Advisors Ltd.$2.6B AUM0.28%$7M56.7KQ1 2026
Oakum Bay Capital LLC$187M AUM3.72%$7M54.2KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.01%$7M54.1KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M52.1KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$7M53.8KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$7M53.7KQ1 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$7M50.0KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.32%$7M49.8KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M50.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M50.1KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M48.6KQ1 2026
Ceredex Value Advisors LLC$3.2B AUM0.19%$6M48.3KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$6M41.2KQ3 2025OLDER
Hodges Capital Management Inc.$1.2B AUM0.48%$6M45.6KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$6M44.5KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M42.5KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$6M43.9KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M42.1KQ1 2026
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.54%$5M34.8KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.09%$5M40.4KQ1 2026
Orvieto Partners, L.P.$117M AUM4.39%$5M40.0KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M39.5KQ1 2026
Hound Partners, LLC$799M AUM0.62%$5M38.6KQ1 2026
Empowered Funds, LLC$15.7B AUM0.03%$5M37.9KQ1 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.07%$5M37.2KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$5M36.7KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$5M36.6KQ1 2026
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.17%$5M35.9KQ1 2026
Verition Fund Management LLC$15.4B AUM0.03%$4M34.0KQ1 2026
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.33%$4M33.9KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$4M33.7KQ1 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.86%$4M32.0KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M31.8KQ1 2026
Trexquant Investment LP$13.9B AUM0.04%$4M30.3KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.02%$4M31.0KQ1 2026
Korea Investment CORP$48.3B AUM0.01%$4M29.4KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$4M29.8KQ1 2026
COUNTRY CLUB BANK$1.7B AUM0.22%$4M25.4KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M28.9KQ1 2026
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.02%$4M28.8KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$4M28.5KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$4M28.2KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M27.6KQ1 2026
HEARTLAND ADVISORS INC$2.0B AUM0.18%$4M27.5KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.01%$4M27.5KQ1 2026
PYA Waltman Capital, LLC$361M AUM0.96%$3M26.9KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.01%$3M26.4KQ1 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.02%$3M22.5KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$3M26.1KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M26.0KQ1 2026
COMERICA BANK$25.1B AUM0.01%$3M24.8KQ4 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$3M25.0KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.16%$3M20.4KQ2 2025OLDER
MAC Alpha Capital Management, LP$171M AUM1.86%$3M24.9KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M24.7KQ1 2026
T. Rowe Price Investment Management, Inc.$145.2B AUM0.00%$3M21.0KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.24%$3M20.8KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M23.8KQ1 2026
First Eagle Investment Management, LLC$59.0B AUM0.01%$3M23.8KQ1 2026
CALIFORNIA FIRST LEASING CORP$312M AUM0.97%$3M23.7KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M23.4KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M23.2KQ1 2026
Holocene Advisors, LP$41.5B AUM0.01%$3M23.0KQ1 2026
Twin Tree Management, LP$4.7B AUM0.06%$3M22.4KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$3M22.3KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.01%$3M21.8KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.04%$3M21.7KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M21.4KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M21.3KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.15%$3M21.2KQ1 2026
Neo Ivy Capital Management$379M AUM0.71%$3M20.9KQ1 2026
GW&K Investment Management, LLC$11.3B AUM0.02%$3M20.7KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.01%$3M16.6KQ2 2025OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.04%$3M16.4KQ2 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.06%$3M20.0KQ1 2026
Kazazian Asset Management, LLC$92M AUM2.80%$3M20.0KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.04%$3M16.9KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M19.7KQ1 2026
Union Bancaire Privee, UBP SA$7.2B AUM0.03%$3M19.6KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M19.4KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.01%$2M18.8KQ1 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.23%$2M18.3KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M18.3KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M18.2KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.03%$2M17.6KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$2M17.4KQ1 2026
Fieldview Capital Management, LLC$343M AUM0.34%$2M14.1KQ2 2025OLDER
Paloma Partners Management Co$510M AUM0.43%$2M17.0KQ1 2026
NATIXIS ADVISORS, LLC$71.9B AUM0.00%$2M13.8KQ2 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$2M16.9KQ1 2026
AMALGAMATED BANK$13.1B AUM0.02%$2M16.9KQ1 2026
Aurora Investment Counsel$180M AUM1.13%$2M14.5KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.20%$2M16.4KQ1 2026
APG Asset Management N.V.$31.6B AUM0.01%$2M16.4KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.53%$2M16.1KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$2M15.7KQ1 2026
CastleKnight Management LP$6.0B AUM0.03%$2M15.7KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M15.7KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M15.7KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.13%$2M13.4KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.06%$2M14.8KQ4 2025OLDER
Malaga Cove Capital, LLC$278M AUM0.70%$2M15.2KQ1 2026
GRS Advisors, LLC$1.0B AUM0.19%$2M15.0KQ1 2026
Treasurer of the State of North Carolina$31.8B AUM0.01%$2M14.8KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M14.7KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M14.7KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M14.6KQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.10%$2M14.6KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M14.2KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M14.3KQ1 2026
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M14.1KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M13.5KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M13.8KQ1 2026
De Lisle Partners LLP$836M AUM0.21%$2M11.6KQ3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$2M13.5KQ1 2026
North Star Investment Management Corp.$1.7B AUM0.10%$2M13.2KQ1 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.04%$2M13.0KQ1 2026
LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM0.44%$2M10.6KQ2 2025OLDER
OXFORD ASSET MANAGEMENT LLP$232M AUM0.60%$2M12.3KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M12.6KQ1 2026
ADVISORY RESEARCH INC$813M AUM0.20%$2M12.5KQ1 2026
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$2M12.4KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.02%$2M12.0KQ1 2026
INSPIRE TRUST CO, N.A.$648M AUM0.24%$2M12.0KQ1 2026
CWM, LLC$38.1B AUM0.00%$2M11.9KQ1 2026
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.04%$2M11.7KQ1 2026
Uncommon Cents Investing LLC$431M AUM0.35%$1M11.7KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1M11.4KQ1 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$1M11.2KQ1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.01%$1M11.2KQ1 2026
Kestra Investment Management, LLC$5.8B AUM0.02%$1M11.2KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.23%$1M11.1KQ1 2026
Aurora Investment Managers, LLC.$164M AUM0.78%$1M9.5KQ3 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$1M11.1KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M9.0KQ2 2025OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.01%$1M9.0KQ2 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M10.9KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.15%$1M10.5KQ4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M10.7KQ1 2026
DekaBank Deutsche Girozentrale$60.6B AUM0.00%$1M6.4KQ4 2025OLDER
Skye Global Management LP$5.0B AUM0.02%$1M10.2KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M10.4KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M10.3KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M10.0KQ1 2026
Bridgefront Capital, LLC$402M AUM0.32%$1M10.0KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$1M9.8KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.04%$1M9.8KQ1 2026
RBF Capital, LLC$2.0B AUM0.06%$1M8.0KQ2 2025OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.17%$1M8.0KQ2 2025OLDER
Blume Capital Management, Inc.$588M AUM0.21%$1M9.4KQ1 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.03%$1M9.4KQ1 2026
Symmetry Investments LP$913M AUM0.13%$1M9.1KQ1 2026
Handelsbanken Fonder AB$30.0B AUM0.00%$1M9.1KQ1 2026
TWINBEECH CAPITAL LP$965M AUM0.08%$1M8.8KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M9.1KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M9.0KQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M8.9KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.03%$1M8.6KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M8.9KQ1 2026
Midway Capital Research & Management$106M AUM1.06%$1M8.8KQ1 2026
World Investment Advisors$6.2B AUM0.02%$1M7.5KQ3 2025OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M8.6KQ1 2026
Entropy Technologies, LP$2.2B AUM0.05%$1M8.5KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$1M8.5KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$1M8.1KQ1 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M8.0KQ1 2026
Quantessence Capital LLC$21M AUM0.30%$1M6.5KQ2 2025OLDER
CenterBook Partners LP$1.9B AUM0.05%$1M7.7KQ4 2025OLDER
AlphaQuest LLC$0 AUM0.06%$990,9547.5KQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$990,1177.7KQ1 2026
RFG Advisory, LLC$5.4B AUM0.02%$986,8057.7KQ1 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM0.03%$975,0007.6KQ1 2026
Caprock Group, LLC$4.1B AUM0.02%$947,5835.8KQ3 2025OLDER
Bryce Point Capital, LLC$82M AUM0.80%$941,2096.0KQ2 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$938,5327.3KQ1 2026
COMMERCE BANK$20.7B AUM0.00%$937,6347.3KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$914,5946.9KQ4 2025OLDER
Institute for Wealth Management, LLC.$938M AUM0.10%$908,7447.1KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$907,1907.1KQ1 2026
Provident Investment Management, Inc.$1.0B AUM0.08%$903,8376.8KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$903,7587.0KQ1 2026
Creative Planning$147.4B AUM0.00%$897,1327.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$890,4157.0KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.15%$882,7227.1KQ1 2026
Frank, Rimerman Advisors LLC$1.5B AUM0.06%$879,3776.9KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$872,5766.8KQ1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.14%$859,7446.7KQ1 2026
BENJAMIN EDWARDS INC$10.1B AUM0.01%$856,5226.7KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$854,2076.7KQ1 2026
Sculati Wealth Management, LLC$271M AUM0.31%$852,6866.6KQ1 2026
BURNEY CO/$3.2B AUM0.03%$848,8376.6KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$845,5006.6KQ1 2026
Atria Investments, Inc$8.9B AUM0.01%$841,8346.6KQ1 2026
First Dallas Securities Inc.$270M AUM0.31%$827,6646.5KQ1 2026
Sciencast Management LP$785M AUM0.15%$807,8285.4KQ3 2025OLDER
Versor Investments LP$41M AUM0.15%$807,6785.4KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$801,7696.2KQ1 2026
VARCOV Co.$268M AUM0.30%$795,0716.2KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$783,0005.9KQ4 2025OLDER
Accretive Wealth Partners, LLC$356M AUM0.22%$778,5176.1KQ1 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$777,7645.2KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$766,7126.0KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.04%$765,6856.0KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$761,5595.8KQ1 2026
Kerrisdale Advisers, LLC$263M AUM0.28%$746,8225.8KQ1 2026
Icon Wealth Advisors, LLC$1.5B AUM0.05%$741,3116.1KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$739,2985.6KQ4 2025OLDER
Virtu Financial LLC$2.4B AUM0.03%$737,0005.7KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$728,1074.9KQ3 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$724,5575.5KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.15%$719,2345.6KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$717,6945.6KQ1 2026
VELA Investment Management, LLC$436M AUM0.16%$715,2565.6KQ1 2026
AMICA MUTUAL INSURANCE CO$1.2B AUM0.06%$705,0005.5KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$698,9595.4KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.03%$696,5185.4KQ1 2026
Jain Global LLC$24.2B AUM0.01%$691,2154.4KQ2 2025OLDER
Green Alpha Advisors, LLC$102M AUM0.68%$689,5525.4KQ1 2026
denkapparat Operations GmbH$242M AUM0.43%$673,6634.5KQ3 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$647,7985.0KQ1 2026
Ilex Capital Partners (UK) LLP$4.1B AUM0.02%$644,1984.3KQ3 2025OLDER
Harbor Advisors LLC$692M AUM0.09%$641,6005.0KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$638,1894.1KQ2 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.19%$629,3914.2KQ3 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$629,1524.9KQ1 2026
PharVision Advisers, LLC$10M AUM0.30%$597,2024.5KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$591,4914.5KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.01%$568,2004.4KQ1 2026
Sendero Wealth Management, LLC$904M AUM0.06%$561,0164.4KQ1 2026
FourThought Financial Partners, LLC$1.2B AUM0.05%$559,8854.2KQ4 2025OLDER
DOLIVER ADVISORS, LP$440M AUM0.14%$557,2983.7KQ3 2025OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM0.23%$557,1654.3KQ1 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$547,7253.7KQ3 2025OLDER
Pacer Advisors, Inc.$35.6B AUM0.00%$545,0004.3KQ1 2026
Qsemble Capital Management, LP$1.3B AUM0.04%$540,4964.1KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$535,4613.6KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$520,0004.1KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.01%$513,3254.0KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$507,5454.0KQ1 2026
J. Goldman & Co LP$3.4B AUM0.01%$495,3153.9KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$495,0003.7KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.03%$494,2883.9KQ1 2026
Capital International Sarl$6.1B AUM0.01%$490,6963.8KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$487,9413.8KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$484,4083.8KQ1 2026
Magnetar Financial LLC$9.8B AUM0.00%$468,3853.5KQ4 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.18%$466,8283.6KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.01%$462,4103.5KQ4 2025OLDER
State of Alaska, Department of Revenue$9.2B AUM0.00%$460,0003.6KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$459,5143.6KQ1 2026
Harvest Portfolios Group Inc.$6.1B AUM0.01%$458,4873.6KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$440,0352.9KQ3 2025OLDER
Amundi$367.1B AUM0.00%$434,2353.4KQ1 2026
Washington Trust Advisors, Inc.$1.2B AUM0.03%$433,3263.3KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$420,6523.3KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$419,7353.3KQ1 2026
BROWN ADVISORY INC$60.9B AUM0.00%$413,6553.2KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$411,7793.2KQ1 2026
iSAM Funds (UK) Ltd$203M AUM0.15%$410,6183.1KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$409,0843.2KQ1 2026
CONNABLE OFFICE INC$1.0B AUM0.04%$404,2083.1KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$392,0263.0KQ4 2025OLDER
SIT INVESTMENT ASSOCIATES INC$4.9B AUM0.01%$391,0002.6KQ3 2025OLDER
111 Capital$406M AUM0.08%$388,5732.9KQ4 2025OLDER
FORMULA GROWTH LTD$222M AUM0.17%$384,9603.0KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$381,7523.0KQ1 2026
Corton Capital Inc.$41M AUM0.44%$381,1972.4KQ2 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$377,5172.9KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$376,2342.9KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$374,1582.9KQ1 2026
ISTHMUS PARTNERS, LLC$953M AUM0.04%$373,9242.9KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$373,4112.9KQ1 2026
K.J. Harrison & Partners Inc$608M AUM0.05%$373,0562.4KQ3 2025OLDER
Permanent Capital Management, LP$643M AUM0.06%$363,9892.9KQ1 2026
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.11%$362,6322.8KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$360,0832.8KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$359,3542.3KQ2 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$357,1142.8KQ1 2026
New Age Alpha Advisors, LLC$2.1B AUM0.01%$355,0792.4KQ3 2025OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.04%$354,6542.8KQ1 2026
Churchill Financial Advisors, LLC$476M AUM0.07%$354,5482.8KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$345,7042.7KQ1 2026
NorthCoast Asset Management LLC$4.3B AUM0.00%$345,4632.2KQ2 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$344,7962.7KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$344,7942.7KQ1 2026
Western Pacific Wealth Management, LP$98M AUM0.35%$341,9732.7KQ1 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$336,1982.6KQ1 2026
Perbak Capital Partners LLP$406M AUM0.08%$332,0922.6KQ1 2026
Texas Yale Capital Corp.$3.5B AUM0.01%$331,7072.6KQ1 2026
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$331,1792.6KQ1 2026
Hardy Reed LLC$1.4B AUM0.02%$328,7562.6KQ1 2026
Requisite Capital Management, LLC$537M AUM0.05%$319,1822.1KQ3 2025OLDER
PARK AVENUE SECURITIES LLC$12.8B AUM0.00%$318,0002.4KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$314,6532.5KQ1 2026
Arax Advisory Partners$3.5B AUM0.01%$307,6042.4KQ1 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC$2.1B AUM0.01%$305,0002.4KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$304,2892.3KQ1 2026
Arkadios Wealth Advisors$6.1B AUM0.00%$302,9092.4KQ1 2026
MADDEN SECURITIES Corp$333M AUM0.10%$298,5471.9KQ2 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$291,6621.9KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$289,4902.3KQ1 2026
Semanteon Capital Management, LP$7M AUM0.36%$286,5761.9KQ3 2025OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$284,2422.2KQ1 2026
AXQ CAPITAL, LP$777M AUM0.06%$284,1922.1KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$283,3952.1KQ1 2026
Calamos Advisors LLC$28.2B AUM0.00%$279,9942.2KQ1 2026
Calamos Wealth Management LLC$2.9B AUM0.01%$279,9942.2KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.00%$278,8181.6KQ1 2026
1620 INVESTMENT ADVISORS, INC.$148M AUM0.19%$274,2202.1KQ1 2026
Numerai GP LLC$997M AUM0.03%$273,3222.1KQ1 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$267,5472.1KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$265,7662.0KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.03%$265,1881.8KQ3 2025OLDER
Composition Wealth, LLC$7.3B AUM0.00%$260,1021.7KQ3 2025OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$258,8212.0KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.02%$256,8511.6KQ2 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$245,2201.9KQ1 2026
FULCRUM WEALTH ADVISORS, LLC$121M AUM0.20%$244,3941.9KQ1 2026
Man Group plc$55.1B AUM0.00%$243,1661.9KQ1 2026
Integrated Advisors Network LLC$1.9B AUM0.01%$239,1731.8KQ4 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$238,6751.9KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$236,3211.6KQ3 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$235,9861.8KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$234,5691.8KQ1 2026
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$234,2221.8KQ4 2025OLDER
MQS Management LLC$148M AUM0.14%$232,5331.8KQ4 2025OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.07%$232,3601.8KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$228,9801.8KQ1 2026
CADEN CAPITAL PARTNERS, LP$8M AUM2.81%$228,0251.8KQ1 2026
Whetstone Capital Advisors, LLC$288M AUM0.08%$228,0251.8KQ1 2026
Accuvest Global Advisors$107M AUM0.21%$228,0001.8KQ1 2026
THOMIST CAPITAL MANAGEMENT, LP$371M AUM0.05%$226,4571.7KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.00%$224,7551.5KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$224,6881.8KQ1 2026
Farringdon Capital, Ltd.$457M AUM0.05%$224,0471.7KQ1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$222,9871.7KQ1 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$222,6261.7KQ1 2026
SYON CAPITAL LLC$2.0B AUM0.01%$222,0421.7KQ4 2025OLDER
GSA CAPITAL PARTNERS LLP$1.6B AUM0.02%$221,0001.5KQ3 2025OLDER
&PARTNERS$20.2B AUM0.00%$220,9621.7KQ1 2026
Stokes Family Office, LLC$969M AUM0.02%$220,9571.7KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$218,6561.7KQ1 2026
XML Financial, LLC$1.2B AUM0.02%$217,8871.7KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$217,0001.7KQ1 2026
Prosperity Consulting Group, LLC$2.2B AUM0.02%$213,3831.4KQ2 2025OLDER
Net Worth Advisory Group$482M AUM0.04%$211,8331.7KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$211,7281.6KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$211,6831.6KQ4 2025OLDER
Shira Ridge Wealth Management$287M AUM0.10%$211,0261.3KQ2 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.01%$210,0001.6KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$207,6551.3KQ2 2025OLDER
Quantitative Investment Management, LLC$963M AUM0.02%$206,0001.6KQ1 2026
Segment Wealth Management, LLC$1.7B AUM0.01%$205,3121.6KQ1 2026
Whipplewood Advisors, LLC$193M AUM0.11%$205,3121.6KQ1 2026
CapWealth Advisors, LLC$1.3B AUM0.01%$204,9111.4KQ3 2025OLDER
Curi Capital, LLC$5.6B AUM0.00%$204,7591.6KQ1 2026
Gen-Wealth Partners Inc$317M AUM0.06%$204,6861.6KQ1 2026
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$204,1141.5KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$203,8641.4KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$203,7721.6KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$202,3131.6KQ1 2026
Advisor OS, LLC$1.4B AUM0.01%$201,5911.6KQ1 2026
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$200,6611.5KQ4 2025OLDER
Ridgewood Investments LLC$244M AUM0.09%$200,3411.3KQ2 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$200,1791.6KQ1 2026
ProVise Management Group, LLC$1.4B AUM0.01%$200,1251.3KQ3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$195,9451.5KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$194,6611.5KQ1 2026
Paralel Advisors LLC$2.4B AUM0.01%$188,5561.2KQ2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$166,9201.1KQ3 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$164,6771.1KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$163,7361.3KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$160,8211.2KQ4 2025OLDER
Canton Hathaway, LLC$496M AUM0.03%$160,4001.3KQ1 2026
Ceeto Capital Group, LLC$326M AUM0.04%$149,0001.1KQ4 2025OLDER
Vestcor Inc$3.6B AUM0.00%$137,000918Q3 2025OLDER
KBC Group NV$39.9B AUM0.00%$126,000982Q1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$120,279965Q1 2026
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$115,000899Q1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$113,304721Q2 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$108,014675Q1 2026
STRS OHIO$25.2B AUM0.00%$105,736824Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$101,630792Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$99,895779Q1 2026
Amica Retiree Medical Trust$73M AUM0.13%$96,000639Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$93,802731Q1 2026
Allworth Financial LP$24.7B AUM0.00%$92,391720Q1 2026
Abich Financial Wealth Management LLC$281M AUM0.03%$91,387611Q3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$85,333665Q1 2026
MAI Capital Management$17.7B AUM0.00%$84,243656Q1 2026
Park Place Capital Corp$499M AUM0.02%$81,355634Q1 2026
BOK Financial Private Wealth, Inc.$1.7B AUM0.00%$76,236584Q1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$75,324587Q1 2026
Quarry LP$558M AUM0.01%$74,682582Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$73,271571Q1 2026
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.00%$70,062546Q1 2026
Leonteq Securities AG$2.7B AUM0.00%$69,293540Q1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$65,490511Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$64,417502Q1 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$64,160500Q1 2026
Bayforest Capital Ltd$89M AUM0.07%$63,775497Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$60,182469Q1 2026
State of Wyoming$844M AUM0.01%$55,939374Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$54,846413Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$53,120400Q4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$52,868412Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$51,328400Q1 2026
Security National Bank$838M AUM0.01%$51,071398Q1 2026
PROFFITT & GOODSON INC$649M AUM0.01%$46,837365Q1 2026
Brooklyn Investment Group$3.2B AUM0.01%$45,882292Q2 2025OLDER
UNION SAVINGS BANK$228M AUM0.02%$44,912350Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$41,509323Q1 2026

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