SEC 13F Intelligence

VALE S A

CUSIP 91912E105

Vale S A has 552 institutional holders in Filings Flow’s 13F database, together reporting 841.65M shares worth $13.1B as of Q1 2026. The largest reported holders are Capital World Investors, Blackrock, Inc., and FMR LLC.

Institutional Holders
552
Q1 2026
Reported Value
$13.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 317Q4 ’18Q1 ’19: 285Q2 ’19: 264Q2 ’19Q3 ’19: 256Q2 ’21: 406Q2 ’21Q4 ’21: 386Q4 ’22: 453Q4 ’22Q4 ’25: 520Q1 ’26: 552Q1 ’26Q2 ’26: 32filingsflow.com
Total reported value
Q4 ’18: $179.5BQ4 ’18Q1 ’19: $80.4BQ2 ’19: $90.9BQ2 ’19Q3 ’19: $65.5BQ2 ’21: $243.1BQ2 ’21Q4 ’21: $40.3BQ4 ’22: $11.3BQ4 ’22Q4 ’25: $10.6BQ1 ’26: $13.1BQ1 ’26Q2 ’26: $147Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RWC ASSET ADVISORS (US) LLC$464M AUM16.53%$77M4.82MQ1 2026OLDER
Turim 21 Investimentos Ltda.$399M AUM10.69%$43M2.68MQ1 2026OLDER
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$357M AUM9.73%$39M3.55MQ3 2025OLDER
Moneda S.A. Administradora General de Fondos$123M AUM9.48%$12M730.6KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM7.32%$88M5.54MQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM6.60%$284M17.87MQ1 2026OLDER
Lifetime Wealth Management P.C.$176M AUM4.81%$8M531.3KQ1 2026OLDER
Kiltearn Partners LLP$372M AUM4.11%$15M959.3KQ1 2026OLDER
ION Fund Management Ltd$707M AUM4.08%$29M1.81MQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM2.37%$159M9.97MQ1 2026OLDER
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.$292M AUM2.15%$4M367.9KQ3 2025OLDER
Gemsstock Ltd.$949M AUM2.14%$20M1.27MQ1 2026OLDER
ABBINGTON INVESTMENT GROUP$172M AUM2.01%$3M216.9KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM1.97%$10M657.0KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM1.78%$44M3.36MQ4 2025OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM1.66%$85M5.33MQ1 2026OLDER
Greater Midwest Financial Group, LLC$186M AUM1.60%$3M186.9KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM1.45%$35M2.19MQ1 2026OLDER
LARCH CAPITAL PARTNERS LLC$690M AUM1.44%$10M626.5KQ1 2026OLDER
Impala Asset Management LLC$215M AUM1.31%$2M160.0KQ4 2025OLDER
Orbis Allan Gray Ltd$23.7B AUM1.30%$308M19.37MQ1 2026OLDER
Murchinson Ltd.$791M AUM1.23%$10M1.00MQ3 2025OLDER
Greenline Partners, LLC$930M AUM1.14%$11M665.5KQ1 2026OLDER
COMMONS CAPITAL, LLC$120M AUM1.06%$1M80.0KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.98%$13M804.7KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.98%$92M5.81MQ1 2026OLDER
Financial Sense Advisors, Inc.$493M AUM0.95%$5M397.1KQ4 2025OLDER
Monaco Asset Management SAM$542M AUM0.94%$15M1.43MQ3 2025OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.89%$1M77.8KQ1 2026OLDER
Myriad Asset Management Advisors LLC$339M AUM0.87%$3M185.6KQ1 2026OLDER
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$246M AUM0.87%$2M134.1KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.82%$128M8.06MQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.81%$9M590.6KQ1 2026OLDER
VPR Management LLC$250M AUM0.78%$2M122.0KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.75%$10M640.5KQ1 2026OLDER
Pursuit Wealth Management LLC$116M AUM0.63%$738,24956.7KQ4 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.63%$439M27.56MQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.62%$377M23.69MQ1 2026OLDER
Converium Capital Inc.$175M AUM0.60%$1M1.20MQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.56%$10M658.2KQ1 2026OLDER
Covalis Capital LLP$1.6B AUM0.55%$9M557.0KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.53%$2M97.2KQ1 2026OLDER
Kassira Wealth Management LLC$109M AUM0.50%$527,16840.5KQ4 2025OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.47%$10M613.8KQ1 2026OLDER
Journey Advisory Group, LLC$1.2B AUM0.45%$5M407.9KQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.43%$58M3.67MQ1 2026OLDER
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.$894M AUM0.43%$4M240.0KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.42%$500,92731.5KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.42%$5M312.6KQ1 2026OLDER
NS Partners Ltd$2.2B AUM0.42%$9M590.2KQ1 2026OLDER
Independent Solutions Wealth Management, LLC$679M AUM0.42%$3M179.1KQ1 2026OLDER
GQG Partners LLC$63.1B AUM0.42%$264M16.57MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.41%$763M47.95MQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.40%$68M4.30MQ1 2026OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM0.39%$11M1.00MQ3 2025OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.39%$2M118.0KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.39%$2M105.6KQ1 2026OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.38%$26M2.02MQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.35%$224M14.05MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.35%$150M9.45MQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM0.34%$1M66.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.34%$141M8.86MQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.34%$636,40040.0KQ1 2026OLDER
Regal Partners Ltd$1.8B AUM0.34%$6M390.9KQ1 2026OLDER
White Knight Strategic Wealth Advisors, LLC$119M AUM0.33%$422,38938.9KQ3 2025OLDER
R Squared Ltd$182M AUM0.32%$578,83836.4KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.31%$2M144.1KQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.31%$581,41536.5KQ1 2026OLDER
Cadence Wealth Management LLC$240M AUM0.31%$738,73346.4KQ1 2026OLDER
Eschler Asset Management LLP$100M AUM0.31%$456,05035.0KQ4 2025OLDER
Windmill Hill Asset Management Ltd$321M AUM0.30%$975,98361.3KQ1 2026OLDER
Comprehensive Money Management Services LLC$152M AUM0.30%$454,74028.6KQ1 2026OLDER
PointState Capital LP$7.9B AUM0.30%$20M1.54MQ4 2025OLDER
Oceanic Investment Management LTD$118M AUM0.29%$273,96921.0KQ4 2025OLDER
Larry Mathis Financial Planning, LLC$124M AUM0.28%$315,98919.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.28%$63M3.99MQ1 2026OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM0.28%$2M200.0KQ3 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.27%$22M1.36MQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM0.27%$8M500.0KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.26%$8M500.0KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.26%$3M158.6KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.26%$424,30426.7KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.26%$559,65035.2KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.26%$64M4.03MQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.25%$1M86.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.25%$3M308.1KQ3 2025OLDER
Advisory Resource Group$581M AUM0.25%$1M90.5KQ1 2026OLDER
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.23%$362,74822.8KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.23%$2M195.6KQ3 2025OLDER
Stirlingshire Investments, Inc.$114M AUM0.23%$259,81416.3KQ1 2026OLDER
Capital World Investors$732.9B AUM0.23%$1.7B104.84MQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.22%$308,65419.4KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.22%$2M112.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.22%$7M442.8KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.22%$2M181.2KQ4 2025OLDER
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.22%$2M143.1KQ1 2026OLDER
Ninety One UK Ltd$44.7B AUM0.22%$101M7.72MQ4 2025OLDER
DAVIS SELECTED ADVISERS$21.8B AUM0.21%$47M2.93MQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.21%$42M2.65MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.21%$28M1.78MQ1 2026OLDER
Cravens & Co Advisors, LLC$154M AUM0.21%$321,62120.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.21%$115M7.23MQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.20%$490,88730.9KQ1 2026OLDER
SLT Holdings LLC$148M AUM0.20%$290,35818.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.20%$145M9.12MQ1 2026OLDER
MidWestOne Financial Group, Inc.$900M AUM0.19%$2M133.3KQ4 2025OLDER
Recurrent Investment Advisors LLC$1.7B AUM0.19%$3M196.1KQ1 2026OLDER
PING CAPITAL MANAGEMENT, INC.$350M AUM0.18%$617,30838.8KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.18%$1M78.5KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.18%$627,74839.5KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.17%$777,60148.9KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.17%$36M3.32MQ3 2025OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.16%$363,92622.9KQ1 2026OLDER
Strategic Financial Concepts, LLC$405M AUM0.16%$178,51113.7KQ4 2025OLDER
Marnell Management LLC$288M AUM0.16%$336,17425.8KQ4 2025OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.16%$12M904.0KQ4 2025OLDER
Old West Investment Management, LLC$923M AUM0.16%$1M92.1KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.16%$8M496.5KQ1 2026OLDER
one8zero8, LLC$449M AUM0.16%$698,84743.9KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.15%$2M101.4KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.15%$9M595.2KQ1 2026OLDER
BNB Wealth Management, LLC$156M AUM0.15%$237,35014.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.15%$5M306.4KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.15%$2M108.0KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM0.15%$380,07623.9KQ1 2026OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.14%$886,43168.0KQ4 2025OLDER
REXFORD CAPITAL INC$140M AUM0.14%$200,65712.6KQ1 2026OLDER
Hartree Partners, LP$467M AUM0.14%$390,90030.0KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.14%$2M150.0KQ3 2025OLDER
Kathmere Capital Management, LLC$1.6B AUM0.14%$2M143.0KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.14%$1M83.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.14%$4M236.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.14%$169M10.61MQ1 2026OLDER
Gemmer Asset Management LLC$1.3B AUM0.13%$2M107.2KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.13%$905,75469.5KQ4 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.13%$772,46127.8KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.13%$18M1.15MQ1 2026OLDER
D'Orazio & Associates, Inc.$772M AUM0.13%$1M63.7KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.13%$104M6.93MQ2 2026
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.13%$4M280.3KQ4 2025OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.13%$2M112.6KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.13%$355,76422.4KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.12%$1M81.3KQ2 2026
Fisher Asset Management, LLC$294.9B AUM0.12%$358M22.52MQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.12%$1M80.7KQ2 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.12%$7M428.3KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.11%$331,06022.0KQ2 2026
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.11%$2M100.0KQ1 2026OLDER
Vanguard Capital Wealth Advisors$108M AUM0.11%$136,81510.5KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$620,36841.1KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.11%$509,12032.0KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.11%$348,77021.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.11%$46M2.88MQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.11%$42M2.63MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.11%$8M503.8KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.11%$1M66.0KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.11%$379,66429.0KQ4 2025OLDER
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM0.10%$1M84.3KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.10%$246,89715.5KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.10%$4M263.4KQ1 2026OLDER
Naviter Wealth, LLC$801M AUM0.10%$820,90851.6KQ1 2026OLDER
Traveka Wealth, LLC$262M AUM0.10%$268,29016.9KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.10%$109,4296.9KQ1 2026OLDER
Nolet Wealth Management, LLC$176M AUM0.10%$171,49810.8KQ1 2026OLDER
Ion Asset Management Ltd.$911M AUM0.10%$888,34881.8KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.09%$8M473.6KQ1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.09%$381,84024.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.09%$5M303.2KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.09%$345,34221.7KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.09%$20M1.23MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.09%$53M3.31MQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.09%$175,01011.0KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.09%$3M173.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.09%$73M4.59MQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.08%$79M4.99MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.08%$64M4.01MQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.08%$795,50050.0KQ1 2026OLDER
Sava Infond d.o.o.$1.4B AUM0.08%$1M74.0KQ2 2026
Monument Capital Management$399M AUM0.08%$305,82219.2KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.08%$4M270.3KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.07%$4M269.5KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.07%$500,91031.5KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.07%$168,56912.9KQ4 2025OLDER
Leonteq Securities AG$2.7B AUM0.07%$2M123.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.07%$120M7.57MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.07%$139M8.75MQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.07%$4M264.2KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.07%$5M310.8KQ1 2026OLDER
Intergy Private Wealth, LLC$341M AUM0.07%$234,81614.8KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM0.07%$450,69041.5KQ3 2025OLDER
Aberdeen Group plc$61.9B AUM0.07%$42M2.66MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.07%$592M37.20MQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.07%$15M1.40MQ3 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.07%$2M127.1KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.07%$2M155.0KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.06%$314,41319.8KQ1 2026OLDER
Roehl & Yi Investment Advisors, LLC$230M AUM0.06%$146,82713.5KQ1 2026OLDER
CVFG LLC$804M AUM0.06%$512,30232.2KQ1 2026OLDER
CoreCommodity Management, LLC$538M AUM0.06%$334,55521.0KQ1 2026OLDER
GOULD ASSET MANAGEMENT LLC /CA/$576M AUM0.06%$357,97522.5KQ1 2026OLDER
Quartz Partners, LLC$259M AUM0.06%$160,93010.1KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.06%$924,77771.0KQ2 2026
Integrated Quantitative Investments LLC$551M AUM0.06%$215,02819.8KQ3 2025OLDER
Bramshill Investments, LLC$1.2B AUM0.06%$699,99244.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.06%$35M2.21MQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.06%$44M3.39MQ4 2025OLDER
LAZARI CAPITAL MANAGEMENT, INC.$287M AUM0.06%$167,15010.5KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.06%$164,77213.8KQ3 2025OLDER
Massar Capital Management, LP$934M AUM0.06%$521,20040.0KQ4 2025OLDER
SPROTT INC.$3.4B AUM0.06%$2M119.8KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$458,17628.8KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.05%$46M4.24MQ3 2025OLDER
May Hill Capital, LLC$371M AUM0.05%$198,21215.2KQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM0.05%$2M101.7KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.05%$2M106.2KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.05%$2M105.9KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.05%$473,98329.4KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.05%$937,70458.9KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.05%$4M271.0KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.05%$66,9394.21MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.05%$6M370.8KQ1 2026OLDER
Accel Wealth Management$383M AUM0.05%$192,12912.1KQ1 2026OLDER
RAMSEY QUANTITATIVE SYSTEMS$112M AUM0.05%$55,6483.7KQ2 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$10M961.6KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.05%$439M27.57MQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.05%$283,78717.8KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.05%$6M360.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.05%$115M7.25MQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.05%$55,6853.5KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.05%$159,10010.0KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.05%$21M1.30MQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.05%$849,30853.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.05%$862M54.15MQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$1,219112.3KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.04%$84M5.26MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M99.0KQ4 2025OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.04%$3M196.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.04%$40M2.51MQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.04%$874,78380.5KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.04%$113M7.08MQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.04%$3M212.6KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.04%$222,74014.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.04%$3M214.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.04%$94M5.89MQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.04%$2M145.0KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.04%$535,37233.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.04%$80M375.7KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.04%$116M7.26MQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.04%$132,14412.2KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.04%$23M1.42MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.04%$9M584.7KQ1 2026OLDER
Aspen Grove Capital, LLC$514M AUM0.04%$196,83912.4KQ1 2026OLDER
Sompo Asset Management Co., Ltd.$609M AUM0.04%$207,30713.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.04%$737,17149.0KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.04%$290M18.24MQ1 2026OLDER
UBS Group AG$666.3B AUM0.04%$248M15.60MQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.04%$190,15612.0KQ1 2026OLDER
Carrera Capital Advisors$649M AUM0.04%$238,63915.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.04%$79M4.99MQ1 2026OLDER
Bank of New Hampshire$437M AUM0.04%$153,4209.6KQ1 2026OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.03%$214,73713.5KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.03%$434,34327.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$1M73.1KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.03%$2M118.6KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.03%$438,54027.6KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.03%$1M91.6KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$905,75469.5KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.03%$214M13.42MQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.03%$45,6053.5KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.03%$27M1.68MQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.03%$46,1392.9KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.03%$628,58839.5KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.03%$4M262.7KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.03%$130,48210.0KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$59,1115.4KQ3 2025OLDER
Ascent Group, LLC$2.9B AUM0.03%$857,22053.9KQ1 2026OLDER
Founders Capital Management$205M AUM0.03%$60,4583.8KQ1 2026OLDER
NATIXIS$28.0B AUM0.03%$8M518.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$8M478.4KQ1 2026OLDER
Perpetual Ltd$7.0B AUM0.03%$2M130.7KQ2 2026
Callan Family Office, LLC$4.4B AUM0.03%$1M76.2KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.03%$299,27918.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$8M519.4KQ1 2026OLDER
Octavia Wealth Advisors, LLC$1.0B AUM0.03%$273,25417.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.03%$78M4.89MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$220,38513.9KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$38,9952.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.03%$347M21.84MQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.02%$2M105.8KQ1 2026OLDER
Birchwood Financial Partners, Inc.$104M AUM0.02%$25,7741.6KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$15M1.40MQ3 2025OLDER
Caitlin John, LLC$167M AUM0.02%$39,7752.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$3M173.3KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$279,75918.6KQ2 2026
Legacy Edge Advisors, LLC$951M AUM0.02%$214,78513.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.02%$3M217.5KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.02%$193,81612.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$137M8.61MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$17M1.06MQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.02%$42M2.62MQ1 2026OLDER
HCR Wealth Advisors$1.1B AUM0.02%$209,75713.2KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.02%$576,00036.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$15M923.9KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M82.9KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.02%$137M8.61MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$804,66450.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$77M4.84MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.2B73.80MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$99M6.20MQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$936,87658.9KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.02%$12M784.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$492,71731.0KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$240,65215.1KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.02%$1M81.6KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.02%$86,5067.4KQ3 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.02%$3M238.1KQ3 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.02%$800,54350.3KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$790,28249.7KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.02%$21M1.31MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$698,95553.6KQ4 2025OLDER
Capital International, Inc./CA/$13.0B AUM0.02%$2M180.3KQ4 2025OLDER
Marex Group Ltd$15.8B AUM0.02%$3M183.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$238,65015.0KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$26M1.61MQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$430,75239.7KQ3 2025OLDER
Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM0.02%$369,98424.6KQ2 2026
Summit Financial, LLC$7.8B AUM0.02%$1M85.2KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.02%$326,98220.6KQ1 2026OLDER
Investors Research Corp$523M AUM0.02%$87,5055.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M133.4KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM0.02%$53,5053.4KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M94.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.02%$8M510.8KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.02%$132,3718.3KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.01%$119,81811.0KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$916,87457.6KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$57,3535.9KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$623,72939.2KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$432,88025.9KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.01%$108,76310.0KQ3 2025OLDER
Leo Wealth, LLC$1.4B AUM0.01%$189,71111.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$51M3.19MQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$799,47850.3KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$261,16216.4KQ1 2026OLDER
RMR Wealth Builders$1.3B AUM0.01%$171,87610.8KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$28M1.76MQ1 2026OLDER
Capital International Investors$426.5B AUM0.01%$57M3.59MQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$314,65019.8KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.01%$5M359.1KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$896,91056.4KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.01%$251,70315.8KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.01%$3M192.1KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.01%$159,10010.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$6M368.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M109.4KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.01%$229,54914.4KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$679,80442.7KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$440,60427.7KQ1 2026OLDER
Avestar Capital, LLC$1.6B AUM0.01%$180,04913.8KQ4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.01%$31M2.39MQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$167,93412.9KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.01%$590,14937.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M368.4KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$1M84.6KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$406,71023.9KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.01%$254,22223.4KQ3 2025OLDER
Triumph Capital Management$491M AUM0.01%$52,0103.3KQ1 2026OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.01%$25,4561.6KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.01%$778,55648.9KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.01%$50,0383.3KQ2 2026
Pacifica Partners Inc.$301M AUM0.01%$30,2291.9KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.01%$139,55112.8KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$164M12.56MQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M77.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$345,49321.4KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.01%$3M188.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$272,34717.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$71M4.49MQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM0.01%$583,10236.6KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$273,36921.0KQ4 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$400,06030.7KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$10M622.6KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$6M364.1KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$561,23835.3KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$243,63115.3KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$83,4645.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$36M2.27MQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.01%$20,8741.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$398,53025.0KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.01%$512,74732.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$8M526.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$463,26629.1KQ2 2026
Vise Technologies, Inc.$5.1B AUM0.01%$418,14232.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$5M306.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$529,86733.3KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.01%$39,5052.5KQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.01%$15,9101.0KQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.01%$258,44216.2KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.01%$3M157.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$783,20249.2KQ1 2026OLDER
Amundi$367.1B AUM0.01%$28M1.76MQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.01%$3M165.2KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$642,58940.4KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$532,28533.5KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.01%$179,29011.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$778,01648.5KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.01%$8,910560Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$182,29711.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$9M582.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$36M2.28MQ2 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$138,02710.6KQ4 2025OLDER
AVIVA PLC$59.6B AUM0.01%$4M248.2KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$11,344713Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$7M467.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M359.8KQ1 2026OLDER
Busey Bank$3.7B AUM0.01%$233,19314.7KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.01%$222,74014.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$6M363.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$28,7312.2KQ2 2026
Alphadyne Asset Management LP$5.8B AUM0.01%$348,79521.9KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.01%$7,955500Q1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$310,86220.7KQ2 2026
STATE STREET CORP$2.90T AUM0.01%$168M10.57MQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.01%$47,7303.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$8M741.7KQ3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$5M306.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$877,37355.1KQ2 2026
Larson Financial Group LLC$3.1B AUM0.01%$170,71410.7KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$1M69.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$17M1.07MQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$286,65818.0KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$299,48623.0KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$21M1.32MQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$80M5.30MQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.01%$25,1321.7KQ2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M228.9KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$1M76.7KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.01%$401,12636.9KQ3 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.01%$1M91.5KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$198,41412.5KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$764,89758.6KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$410,46425.8KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$9,546600Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M84.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$1M63.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$17M1.09MQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.00%$272,39517.1KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$451,79628.4KQ1 2026OLDER
Foster Group, Inc.$3.8B AUM0.00%$164,52310.9KQ2 2026
Capital Group Private Client Services, Inc.$5.9B AUM0.00%$273,14821.0KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M125.6KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.00%$1M67.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$140,8448.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M231.1KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$1M74.2KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.00%$160,89810.1KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.00%$364,30722.9KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$499,36731.4KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$36,6333.4KQ3 2025OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$346,64721.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$154,3279.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$149,5979.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M321.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$20M1.23MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$274,02317.2KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$274,82917.3KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$25,1861.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$887,54655.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$250,68915.8KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.00%$212,32014.1KQ2 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$546,46134.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$90,5516.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$382,77324.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$86,9915.8KQ2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M73.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M78.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$565,00252.0KQ3 2025OLDER
Berbice Capital Management LLC$153M AUM0.00%$4,773300Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$26,9871.70MQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6M430.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$556,16135.0KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.00%$132,90610.2KQ4 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$123,7729.5KQ4 2025OLDER
Hurley Capital, LLC$187M AUM0.00%$5,696358Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$410,70825.8KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.00%$217,66913.7KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$2M107.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M259.5KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$178,21511.2KQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$39,8114.1KQ3 2025OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.00%$136,76310.5KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M162.6KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$4M257.1KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$480,69430.2KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$8,730670Q4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$178,58913.7KQ4 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$6,588438Q2 2026
Atria Investments, Inc$8.9B AUM0.00%$231,95914.6KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$226,55814.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$4M249.8KQ1 2026OLDER

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