SEC 13F Intelligence

VISTA ENERGY S.A.B. DE C.V.

CUSIP 92837L109

Vista Energy S.a.b. De C.v. has 217 institutional holders in Filings Flow’s 13F database, together reporting 353.7K shares worth $26M as of Q2 2026. The largest reported holders are Al Mehwar Commercial Investments LLC, Jpmorgan Chase & Co, and Capital Research Global Investors.

Institutional Holders
217
Q2 2026
Reported Value
$3.6B
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’19: 20Q3 ’19Q2 ’21: 22Q2 ’21Q4 ’21: 33Q4 ’21Q4 ’22: 71Q4 ’22Q4 ’25: 144Q4 ’25Q1 ’26: 217Q1 ’26Q2 ’26: 9Q2 ’26filingsflow.com
Total reported value
Q3 ’19: $88MQ3 ’19Q2 ’21: $48MQ2 ’21Q4 ’21: $83MQ4 ’21Q4 ’22: $420MQ4 ’22Q4 ’25: $2.0BQ4 ’25Q1 ’26: $3.6BQ1 ’26Q2 ’26: $26MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Al Mehwar Commercial Investments LLC$624M AUM100.00%$624M12.82MQ4 2025OLDER
Abu Dhabi Investment Council Co P.J.S.C$975M AUM18.93%$184M2.44MQ1 2026OLDER
Cape Ann Asset Management Ltd$440M AUM15.97%$70M931.8KQ1 2026OLDER
Fundamenta Capital S.A.$116M AUM13.55%$16M209.0KQ1 2026OLDER
Equinox Partners Investment Management LLC$245M AUM9.28%$23M301.7KQ1 2026OLDER
Zeno Equity Partners LLP$246M AUM8.89%$22M290.3KQ1 2026OLDER
Sagil Capital LLP$263M AUM7.18%$19M250.0KQ1 2026OLDER
Gemsstock Ltd.$949M AUM5.33%$51M670.3KQ1 2026OLDER
Ashoka WhiteOak Capital Pte Ltd$264M AUM4.55%$12M158.8KQ1 2026OLDER
Moneda S.A. Administradora General de Fondos$123M AUM4.53%$6M73.5KQ1 2026OLDER
GeoSphere Capital Management, LLC$229M AUM4.12%$9M125.0KQ1 2026OLDER
Route One Investment Company, L.P.$2.3B AUM3.91%$92M1.22MQ1 2026OLDER
VR Advisory Services Ltd$845M AUM3.29%$28M368.7KQ1 2026OLDER
Fourth Sail Capital LP$608M AUM2.98%$18M240.0KQ1 2026OLDER
APIS CAPITAL ADVISORS, LLC$648M AUM2.68%$17M230.0KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM2.63%$18M240.1KQ1 2026OLDER
Wealth High Governance Capital Ltda$333M AUM2.38%$8M105.2KQ2 2026
Wealth High Governance Asset Management Ltda.$641M AUM2.29%$15M194.8KQ2 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM2.23%$41M1.18MQ3 2025OLDER
Ninety One North America, Inc.$2.2B AUM2.08%$46M615.3KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM1.89%$45M600.3KQ1 2026OLDER
ABS Direct Equity Fund LLC$131M AUM1.73%$2M30.0KQ1 2026OLDER
Ruffer LLP$2.4B AUM1.65%$40M532.9KQ1 2026OLDER
PING CAPITAL MANAGEMENT, INC.$350M AUM1.58%$6M73.3KQ1 2026OLDER
NS Partners Ltd$2.2B AUM1.56%$35M461.4KQ1 2026OLDER
Encompass Capital Advisors LLC$3.3B AUM1.23%$41M543.6KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM1.15%$6M82.8KQ1 2026OLDER
Truffle Hound Capital, LLC$386M AUM0.78%$3M40.0KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.76%$11M150.0KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.75%$2M24.1KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.69%$94M1.25MQ1 2026OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM0.58%$4M51.5KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM0.56%$11M150.0KQ1 2026OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.54%$38M782.3KQ4 2025OLDER
Sagefield Capital LP$1.4B AUM0.49%$7M90.3KQ1 2026OLDER
Scientech Research LLC$120M AUM0.48%$578,0257.7KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.44%$5M61.6KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.34%$146M1.93MQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.33%$3M89.3KQ3 2025OLDER
Banco BTG Pactual S.A.$1.1B AUM0.31%$2M62.0KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.30%$2M21.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.29%$10M132.4KQ1 2026OLDER
Dockside LLC$397M AUM0.29%$1M15.1KQ1 2026OLDER
North of South Capital LLP$1.1B AUM0.28%$3M41.5KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.26%$8M105.2KQ1 2026OLDER
Aubrey Capital Management Ltd$186M AUM0.24%$452,7006.0KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.24%$69M909.6KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.20%$17M220.9KQ1 2026OLDER
Commerce Advisors, LLC$119M AUM0.19%$226,4103.0KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM0.19%$6M113.2KQ4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.18%$72M949.2KQ1 2026OLDER
Carrhae Capital LLP$3.3B AUM0.18%$6M79.7KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.18%$414,4065.5KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.17%$103M1.36MQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.17%$34M456.2KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.16%$3M38.7KQ1 2026OLDER
R Squared Ltd$182M AUM0.16%$283,1633.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.15%$3M64.3KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.15%$11M148.2KQ1 2026OLDER
Darden Wealth Group Inc$196M AUM0.14%$279,2393.7KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.14%$42M556.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.13%$4M50.0KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.12%$118M1.57MQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.12%$40M530.2KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.12%$29M381.6KQ1 2026OLDER
FIL Ltd$128.7B AUM0.11%$144M1.91MQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.11%$661,47313.6KQ4 2025OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.10%$3M38.4KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.10%$62M826.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.10%$5M68.6KQ1 2026OLDER
TT International Asset Management LTD$783M AUM0.09%$701,80011.0KQ2 2026
Bridgefront Capital, LLC$402M AUM0.09%$345,6534.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.08%$62M826.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$301,8804.0KQ1 2026OLDER
Activest Wealth Management$569M AUM0.08%$435,9155.8KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.07%$624,5148.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.07%$612,3648.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.07%$6M76.2KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.06%$840,91311.1KQ1 2026OLDER
Canal Capital Management, LLC$739M AUM0.06%$429,8025.7KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.06%$1M14.3KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.06%$742,4749.8KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.06%$355M4.71MQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.05%$23M306.7KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.05%$3M59.8KQ4 2025OLDER
DnB Asset Management AS$28.0B AUM0.05%$14M191.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M37.9KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.05%$22M283.6KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.05%$2M26.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$44M581.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.04%$23M304.4KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.04%$729,90015.0KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$4M54.4KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM0.04%$201,8255.9KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.04%$315,9234.19MQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$432,7116.1KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.03%$734,3239.7KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.03%$604,09817.6KQ3 2025OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.03%$2M27.3KQ2 2026
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.03%$1M17.0KQ1 2026OLDER
Capital World Investors$732.9B AUM0.03%$189M2.50MQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.02%$550,8567.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$373M4.88MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$206,2602.7KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.02%$2M20.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$558,9317.4KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.02%$417,8775.5KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.02%$640,4388.5KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.02%$810,39710.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$19M249.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$9M115.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$17M225.3KQ1 2026OLDER
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM0.02%$66,6641.4KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.01%$7M87.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$14M183.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$25M326.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$443,6885.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M41.3KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$1M19.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M17.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$17M221.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$20M259.8KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.01%$378,1805.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M50.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$82M1.08MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$243,9193.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$69M914.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$10M126.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$20M271.4KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$316,3704.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M15.1KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$19,170254Q1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.01%$24,075319Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M14.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$18M238.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M83.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$63M836.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$30M398.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M48.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M19.6KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$4M125.0KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$348,1434.6KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$297,5783.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$70M928.4KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$47,2661.4KQ3 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$9,812130Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$8,453112Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$41,509550Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$26M339.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$26M344.9KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$13,962185Q1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$245,8063.3KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$4M56.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$15M204.2KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$130,1861.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$51M1.05MQ1 2026OLDER
CHANNING GLOBAL ADVISORS, LLC$171M AUM0.00%$5,05667Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$806,94210.7KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$12,000159Q1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$990,72028.8KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M30.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M100.3KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$251,5423.3KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$5M68.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$64,5661.0KQ2 2026
Marex Group Ltd$15.8B AUM0.00%$368,7464.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M131.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3M45.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M22.2KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$214,9962.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M43.4KQ3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$601,4968.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$875,98011.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$10M127.8KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$242,5613.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M13.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M16.5KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,35818Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$7M87.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$242,0323.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$38,640512Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$693,8719.2KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$807,30310.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M26.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$35,320468Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$661,41013.6KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$75,6211.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$579,3087.7KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$3,62348Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M31.0KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$398,6335.3KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$523,78010.8KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$271,6923.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M49.0KQ4 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$346,7854.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$14M178.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$407,4635.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$295,1583.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M29.3KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$3785Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$38,085551Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,35818Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$25,962344Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$8,302110Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$949,03512.6KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M31.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$889,48911.8KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,17517Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,51020Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$538,08515.6KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M13.6KQ2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$52,829700Q2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$33,962450Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$65,3021.3KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$8,226109Q2 2026
Center for Financial Planning, Inc.$958M AUM0.00%$1,37640Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$578,6287.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M29.6KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$58412Q2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$374,1815.0KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$2,79237Q1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$6048Q1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$64213Q4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$75510Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$4M57.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$271,1643.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$412,3685.5KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4536Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,05714Q1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$75722Q3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$63,014835Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1725Q3 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$2916Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$86025Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$46,455626Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,39618Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$11,547153Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$32,150426Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3024Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2,11328Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$6048Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$57,584763Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$4837Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$751Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$68114Q4 2025OLDER

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