SEC 13F Intelligence

YUMCYUM CHINA HLDGS INC

CUSIP 98850P109 · Yahoo Finance ↗ · Google Finance ↗

Yum China Hldgs Inc (YUMC) has 693 institutional holders in Filings Flow’s 13F database, together reporting 230.45M shares worth $11.9B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Principal Financial Group Inc, and Mondrian Investment Partners Ltd.

Institutional Holders
693
Q1 2026
Reported Value
$11.9B
Ticker
YUMC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 570Q4 ’18Q1 ’19: 635Q2 ’19: 620Q2 ’19Q3 ’19: 615Q2 ’21: 737Q2 ’21Q4 ’21: 689Q4 ’22: 668Q4 ’22Q4 ’25: 648Q1 ’26: 693Q1 ’26Q2 ’26: 37filingsflow.com
Total reported value
Q4 ’18: $81.6BQ4 ’18Q1 ’19: $123.5BQ2 ’19: $112.7BQ2 ’19Q3 ’19: $112.2BQ2 ’21: $301.0BQ2 ’21Q4 ’21: $252.9BQ4 ’22: $10.2BQ4 ’22Q4 ’25: $10.9BQ1 ’26: $11.9BQ1 ’26Q2 ’26: $47Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Primavera Capital Management Ltd$648M AUM90.61%$587M12.04MQ1 2026OLDER
PineBridge Investments Asia Ltd$289M AUM19.64%$57M147.4KQ1 2026OLDER
BLS CAPITAL FONDSMAEGLERSELSKAB A/S$2.9B AUM18.88%$555M11.37MQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM13.59%$909M2.36MQ1 2026OLDER
True Light Capital Pte. Ltd.$198M AUM13.28%$26M538.6KQ1 2026OLDER
GUARDCAP ASSET MANAGEMENT Ltd$1.7B AUM11.02%$192M3.95MQ1 2026OLDER
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$246M AUM10.98%$27M554.9KQ1 2026OLDER
XY Capital Ltd$101M AUM8.81%$9M182.1KQ1 2026OLDER
Westwood Global Investments, LLC$2.7B AUM8.65%$232M4.76MQ1 2026OLDER
Holowesko Partners Ltd.$357M AUM7.99%$28M584.1KQ1 2026OLDER
Broad Peak Investment Advisers Pte Ltd$493M AUM7.72%$28M644.9KQ3 2025OLDER
RV Capital AG$383M AUM5.37%$21M421.5KQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM5.23%$6M131.7KQ1 2026OLDER
Perseverance Asset Management International$909M AUM3.83%$35M714.0KQ1 2026OLDER
London & Capital Asset Management Ltd$9.2B AUM3.28%$301M6.17MQ1 2026OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM3.10%$7M138.7KQ1 2026OLDER
Pictet North America Advisors SA$1.0B AUM2.59%$26M536.5KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM1.25%$2M41.4KQ1 2026OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM1.23%$34M706.5KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM1.08%$55M1.14MQ1 2026OLDER
Headwater Capital Co Ltd$622M AUM0.99%$5M100.0KQ4 2025OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM0.90%$3M57.0KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.89%$1M24.8KQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM0.88%$12M236.7KQ1 2026OLDER
Altman Advisors, Inc.$241M AUM0.83%$2M41.0KQ1 2026OLDER
MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM0.82%$8M162.2KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.79%$2M42.0KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.66%$89M1.83MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.59%$1.1B22.61MQ1 2026OLDER
Aperture Investors, LLC$791M AUM0.55%$4M88.6KQ1 2026OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.53%$1M21.6KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.53%$2M45.3KQ1 2026OLDER
Ashoka WhiteOak Capital Pte Ltd$264M AUM0.53%$1M28.4KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.51%$2M37.8KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.45%$60M176.4KQ3 2025OLDER
Temasek Holdings (Private) Ltd$30.5B AUM0.43%$133M2.72MQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.43%$1M21.7KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.42%$1M34.2KQ2 2026
Timber Creek Capital Management LLC$412M AUM0.40%$2M34.2KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.40%$9M191.4KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.40%$67M1.37MQ1 2026OLDER
Motley Fool Wealth Management, LLC$884M AUM0.38%$3M69.4KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.36%$3M6.6KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.32%$1M35.7KQ2 2026
Westover Capital Advisors, LLC$543M AUM0.32%$2M35.5KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.29%$83M1.71MQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.28%$209M4.29MQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.28%$9M200.3KQ4 2025OLDER
Tranquilli Financial Advisor LLC$171M AUM0.27%$465,5569.5KQ1 2026OLDER
OKABENA INVESTMENT SERVICES INC$519M AUM0.25%$1M26.7KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.25%$921,94218.9KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.24%$4M78.8KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.24%$3M67.2KQ1 2026OLDER
Long Corridor Asset Management Ltd$411M AUM0.24%$975,60020.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.23%$6M116.6KQ1 2026OLDER
DODGE & COX$182.0B AUM0.22%$407M8.35MQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.22%$8M21.8KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.22%$3M59.0KQ1 2026OLDER
Banque de Luxembourg S.A.$212M AUM0.21%$504,4251.0KQ4 2025OLDER
BARINGS LLC$6.2B AUM0.21%$11M259.5KQ3 2025OLDER
Pavion Blue Capital, LLC$230M AUM0.20%$470,5679.6KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.20%$7M138.7KQ1 2026OLDER
Ervin Investment Management, LLC$171M AUM0.20%$345,3627.1KQ1 2026OLDER
Sciencast Management LP$785M AUM0.20%$1M24.5KQ3 2025OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.20%$33M676.0KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.18%$666,21913.7KQ1 2026OLDER
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM0.18%$8M169.0KQ1 2026OLDER
Riverpoint Wealth Management Holdings, LLC$470M AUM0.17%$776,82215.9KQ1 2026OLDER
Cross Staff Investments Inc$197M AUM0.16%$319,9976.6KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.16%$6M124.6KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.15%$377,3627.7KQ1 2026OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM0.15%$4M85.4KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.15%$4M89.3KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.15%$28M563.4KQ1 2026OLDER
FIL Ltd$128.7B AUM0.14%$185M3.77MQ1 2026OLDER
Mawer Investment Management Ltd.$15.4B AUM0.14%$27M636.7KQ3 2025OLDER
Cohen Klingenstein LLC$3.1B AUM0.14%$4M87.8KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.13%$926,82019.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.13%$761,60915.8KQ1 2026OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.13%$8M173.3KQ1 2026OLDER
JB Capital LLC$2.5B AUM0.13%$3M64.7KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.12%$1M30.6KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.12%$918,13718.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.12%$2M43.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.12%$3M71.2KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.12%$13M259.8KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.12%$3M8.3KQ1 2026OLDER
Cohen Capital Management, Inc.$735M AUM0.11%$815,35719.9KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.11%$591,36012.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.11%$34M700.0KQ1 2026OLDER
New Capital Management LP$406M AUM0.11%$431,8358.9KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.11%$2M35.4KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.10%$43M888.3KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.10%$760,49615.6KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.10%$2M35.4KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.10%$214,2426.0KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.09%$217,1932.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.09%$517M10.60MQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.09%$2M32.8KQ1 2026OLDER
626 Financial, LLC$224M AUM0.09%$201,3654.1KQ1 2026OLDER
Keystone Financial Services$341M AUM0.09%$303,3146.2KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.09%$15M307.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.09%$5M94.3KQ1 2026OLDER
Shakespeare Wealth Management, LLC$422M AUM0.08%$354,3387.3KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.08%$5M108.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.08%$21M426.8KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM0.08%$125,7062.6KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.08%$553,65311.3KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.08%$20M419.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.08%$1.2B25.39MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.08%$6M128.5KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.07%$548,19811.2KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.07%$8M170.8KQ2 2026
Empowered Funds, LLC$15.7B AUM0.07%$11M229.0KQ2 2026
Phillip James Consulting Co.$132M AUM0.07%$490Q4 2025OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.07%$333,0176.8KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.07%$8M165.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.07%$7M152.8KQ2 2026
AdvisorShares Investments LLC$549M AUM0.07%$369,4117.6KQ1 2026OLDER
TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM0.07%$959,99019.7KQ1 2026OLDER
Giverny Capital Inc.$2.7B AUM0.06%$2M36.0KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.06%$7M147.5KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.06%$5M116.9KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.06%$31M627.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.06%$35M724.4KQ1 2026OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.06%$1M28.2KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.06%$634,14013.0KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.06%$1M29.9KQ1 2026OLDER
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN$464M AUM0.06%$264,5205.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.06%$24M487.7KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.06%$59M1.22MQ1 2026OLDER
HARRELL INVESTMENT PARTNERS, LLC$461M AUM0.06%$230,6884.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.05%$61M1.23MQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.05%$1M28.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.05%$4M78.4KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.05%$623,47812.8KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.05%$243,1405.1KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M59.6KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.05%$30M608.1KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.05%$343,9487.1KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.05%$41M845.3KQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.05%$2M46.9KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.05%$1M22.8KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.05%$3M73.3KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.05%$7M137.4KQ1 2026OLDER
Biltmore Family Office, LLC$716M AUM0.05%$340,3877.0KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.05%$895,11318.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$86M1.76MQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.05%$351,3387.2KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.05%$87,0771.8KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$477,2649.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.05%$12M239.2KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.04%$86M1.76MQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.04%$53,6581.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.04%$40M815.3KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.04%$1M25.5KQ1 2026OLDER
LBP AM SA$7.3B AUM0.04%$3M66.0KQ1 2026OLDER
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM0.04%$854,54617.9KQ4 2025OLDER
Claro Advisors Inc.$830M AUM0.04%$362,3547.4KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M35.3KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.04%$394,8649.2KQ3 2025OLDER
DGS Capital Management, LLC$609M AUM0.04%$253,3575.2KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.04%$10M196.7KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$353,6067.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$26M537.7KQ1 2026OLDER
Southland Equity Partners LLC$513M AUM0.04%$205,8094.2KQ1 2026OLDER
YHB Investment Advisors, Inc.$1.4B AUM0.04%$557,75111.4KQ1 2026OLDER
Swedbank AB$95.1B AUM0.04%$38M779.6KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.04%$17M346.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.04%$21M439.0KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.04%$571,11711.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.04%$149M3.01MQ1 2026OLDER
Ironwood Financial, llc$573M AUM0.04%$218,2424.5KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.04%$18M369.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.04%$8M153.9KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.04%$118,8732.5KQ4 2025OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.04%$499,26510.5KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$110M2.30MQ1 2026OLDER
Abacus Planning Group, Inc.$743M AUM0.03%$258,4365.3KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.03%$561,99411.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.03%$2M48.3KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.03%$9M187.4KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.03%$296,8266.1KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.03%$6M129.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.03%$179M3.67MQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.03%$4M72.3KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.03%$38,827950Q2 2026
WEALTH ALLIANCE, LLC$1.0B AUM0.03%$320,8786.6KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.03%$15M309.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$76M1.55MQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.03%$33,756692Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.03%$29M596.5KQ1 2026OLDER
Charter Oak Capital Management, LLC$1.3B AUM0.03%$392,7288.1KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$387,6067.9KQ1 2026OLDER
PARTHENON LLC$875M AUM0.03%$263,6075.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M43.0KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.03%$5M126.5KQ3 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$340,4847.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.03%$473,16610.6KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.03%$17M352.7KQ1 2026OLDER
BOCHK Asset Management Ltd$483M AUM0.03%$107,3002.5KQ3 2025OLDER
Guardian Partners Inc.$1.2B AUM0.03%$337,6326.9KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.03%$513,39610.5KQ1 2026OLDER
TRITONPOINT WEALTH, LLC$934M AUM0.03%$257,8025.3KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.03%$203,2744.2KQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.03%$219,4374.5KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.03%$326,9608.0KQ2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$130M2.67MQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.03%$776,84115.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$108M2.19MQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.03%$141M2.88MQ1 2026OLDER
Fullerton Fund Management Co Ltd.$1.2B AUM0.03%$326,8936.7KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.03%$102,1942.1KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.03%$241,4615.0KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.02%$2M36.2KQ1 2026OLDER
1ST SOURCE BANK$1.9B AUM0.02%$481,9469.9KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.02%$286,2415.9KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.02%$282,9245.8KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.02%$43,587913Q4 2025OLDER
COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM0.02%$502,72211.7KQ3 2025OLDER
Rehmann Capital Advisory Group$1.9B AUM0.02%$461,8029.5KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.02%$2M32.6KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.02%$270,3045.7KQ4 2025OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.02%$3M68.2KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.02%$2M38.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.02%$96M1.96MQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$7M145.4KQ4 2025OLDER
McMillan Office, Inc.$782M AUM0.02%$178,7793.7KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.02%$8M197.9KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$655,47013.7KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$2M44.0KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.02%$96M1.97MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.02%$10M204.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$42M854.0KQ1 2026OLDER
Intesa Sanpaolo S.p.A.$1.7B AUM0.02%$372,9187.8KQ4 2025OLDER
ABOUND FINANCIAL, LLC$229M AUM0.02%$48,7801.0KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.02%$705,63716.1KQ3 2025OLDER
Graney & King, LLC$186M AUM0.02%$39,317806Q1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.02%$221,7544.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.02%$4M87.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$20M402.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$181M3.71MQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.02%$2M34.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M42.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.02%$5M120.0KQ3 2025OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.02%$70,2431.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$527,31512.3KQ3 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$31M626.5KQ1 2026OLDER
LGT Group Foundation$8.2B AUM0.02%$2M33.1KQ1 2026OLDER
Monetary Solutions, Ltd$103M AUM0.02%$20,390418Q1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.02%$296,8266.1KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.02%$34M686.8KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.02%$94,2531.9KQ1 2026OLDER
Mill Capital Management, LLC$1.3B AUM0.02%$252,7785.2KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.02%$266,3075.5KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$611,43412.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.02%$5M106.8KQ1 2026OLDER
Hilltop National Bank$468M AUM0.02%$87,5442.1KQ2 2026
LMR Partners LLP$45.4B AUM0.02%$8M173.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$6M117.3KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.02%$1M28.8KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M44.6KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.02%$325,9526.7KQ1 2026OLDER
WBH ADVISORY INC$1.3B AUM0.02%$242,5254.9KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$385,7007.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$13M263.6KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$3M54.6KQ4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.02%$834,43117.1KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.02%$585,40912.0KQ1 2026OLDER
Amundi$367.1B AUM0.02%$63M1.22MQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.02%$180,0963.7KQ1 2026OLDER
KMG FIDUCIARY PARTNERS, LLC$1.1B AUM0.02%$228,2904.7KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.02%$48,7801.0KQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.02%$320,8266.6KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.02%$58,5361.2KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.02%$10M212.2KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.02%$270,4425.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$1M29.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$1M23.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.02%$49M999.1KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.02%$14M277.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$18M367.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$50M1.03MQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.02%$632,18414.2KQ3 2025OLDER
Kentucky Trust Co$191M AUM0.02%$29,268600Q1 2026OLDER
Daytona Street Capital LLC$130M AUM0.02%$19,811400Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M35.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.02%$93,5601.9KQ1 2026OLDER
Full Sail Capital, LLC$1.8B AUM0.01%$268,6796.3KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$12M255.6KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM0.01%$908,67418.6KQ1 2026OLDER
Boit C F David$225M AUM0.01%$32,682320Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$32M642.4KQ1 2026OLDER
Curat Global, LLC$102M AUM0.01%$14,634300Q1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.01%$2M44.5KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.01%$84,8281.7KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.01%$146,3403.0KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$709,26012.7KQ3 2025OLDER
Red Tortoise LLC$240M AUM0.01%$33,245682Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$552M11.11MQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.01%$197,2184.0KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.01%$3M60.0KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.01%$136,0563.3KQ2 2026
Cranbrook Wealth Management, LLC$492M AUM0.01%$66,1801.4KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.01%$22,897469Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$13M266.9KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$109,2182.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$80M1.63MQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.01%$2M33.4KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$600,62712.3KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$5M97.7KQ1 2026OLDER
TOWER TRUST & INVESTMENT Co$165M AUM0.01%$20,593504Q2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$169M3.47MQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.01%$42,251985Q3 2025OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM0.01%$389,1188.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$20M411.9KQ1 2026OLDER
Cresta Advisors, Ltd.$244M AUM0.01%$28,454596Q4 2025OLDER
UBS Group AG$666.3B AUM0.01%$79M1.62MQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M67.3KQ2 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$4M80.6KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$220M4.49MQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$373,2657.7KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.01%$768,76515.9KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.01%$104,8792.1KQ1 2026OLDER
Confluence Wealth Services, Inc.$2.6B AUM0.01%$281,9035.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$725M15.31MQ4 2025OLDER
Global Wealth Strategies & Associates$528M AUM0.01%$42,195865Q1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.01%$28,342581Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$2M32.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M24.6KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.01%$45,854940Q1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.01%$212,8764.4KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.01%$939,20819.0KQ1 2026OLDER
Quarry LP$558M AUM0.01%$45,3661.1KQ3 2025OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.01%$14,634300Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$8M157.2KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$2M41.4KQ1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.01%$29,075596Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$5M112.2KQ1 2026OLDER
Walsh & Associates, LLC$101M AUM0.01%$9,756200Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$3M52.2KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$219,6814.5KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M76.3KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.01%$132,5822.7KQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.01%$694,72514.2KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.01%$17,853366Q1 2026OLDER
Capula Management Ltd$14.1B AUM0.01%$1M25.5KQ1 2026OLDER
Safe Harbor Fiduciary, LLC$105M AUM0.01%$9,930208Q4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M21.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M64.7KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$400,6798.2KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$1M30.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$57M1.16MQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$850,43117.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$246,0955.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$20M415.0KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.01%$37,219763Q1 2026OLDER
Choate Investment Advisors$5.1B AUM0.01%$435,1188.9KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$234,9744.8KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$11,255230.7KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$661,31115.4KQ3 2025OLDER
Horizons Wealth Management$152M AUM0.01%$12,829263Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$5M103.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$5M103.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$232,3314.8KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$6M132.5KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.01%$2M41.5KQ1 2026OLDER
Founders Capital Management$205M AUM0.01%$17,073350Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$10M199.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$503,00111.7KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$30M621.5KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.01%$302,9736.2KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.01%$2M43.5KQ2 2026
Independence Bank of Kentucky$789M AUM0.01%$63,9021.3KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$2M46.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$5M93.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$405,5128.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M40.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$389,2168.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$2M46.3KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.01%$23,870500Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$16M324.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$49M1.01MQ1 2026OLDER
Main Street Group, LTD$340M AUM0.01%$25,589525Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.01%$27,006566Q4 2025OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.01%$19,512400Q1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.01%$39,527810Q1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.01%$1M29.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$11M244.8KQ3 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M27.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$20M402.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$12,097248Q1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.01%$229,2664.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$306,7426.3KQ1 2026OLDER
Field & Main Bank$344M AUM0.01%$24,029560Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$118M2.46MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$5M104.4KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.01%$63,3421.3KQ1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.01%$16,096360Q2 2026
CoreFirst Bank & Trust$189M AUM0.01%$13,024267Q2 2026
J. Safra Sarasin Holding AG$5.9B AUM0.01%$403,9478.3KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$17,168400Q3 2025OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.01%$100,3252.3KQ3 2025OLDER
Bernard Wealth Management Corp.$234M AUM0.01%$15,805324Q1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.01%$70,7311.4KQ1 2026OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.01%$410,8678.4KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.01%$37,076760Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$821,06516.8KQ1 2026OLDER
Boston Partners$95.5B AUM0.01%$6M129.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$63,7241.3KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$525,64610.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M142.9KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$200,3764.1KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$350,7347.2KQ1 2026OLDER
Busey Bank$3.7B AUM0.01%$241,2775.1KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M21.5KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$859,30817.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$379,8507.8KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$270,3205.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M23.7KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$19,664403Q1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.01%$24,390500Q1 2026OLDER
Concord Wealth Partners$770M AUM0.01%$47,7401.0KQ4 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$4M88.2KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$18M209.5KQ1 2026OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.01%$321,0226.6KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$227,9004.7KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$531,94610.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.01%$4M73.4KQ4 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.01%$812,28516.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$76,0971.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$8M155.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$779,79416.0KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$6M132.9KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.01%$40,765836Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$298,1436.1KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.01%$62,9001.5KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$181,4063.7KQ1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.01%$12,195250Q1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$229,4514.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$26M536.3KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.01%$774,13115.9KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.01%$16,390336Q1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.01%$6M119.2KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$219,0224.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M72.1KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.01%$305,5086.3KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$1M21.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$19M388.8KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$442,76910.3KQ3 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.01%$5,902121Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.01%$36,052739Q1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.01%$26,390541Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$4M72.5KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.00%$340,2187.0KQ1 2026OLDER
Birchwood Financial Partners, Inc.$104M AUM0.00%$5,161106Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$237,7054.9KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$123,4132.5KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM0.00%$517,14211.6KQ3 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$201,0154.7KQ3 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$392,0458.0KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$202,6384.2KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$4M73.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$3M62.0KQ4 2025OLDER
ORG Partners LLC$568M AUM0.00%$26,256550Q4 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$568,09411.6KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.00%$251,7095.2KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$1M23.8KQ4 2025OLDER
HighMark Wealth Management LLC$246M AUM0.00%$11,194229Q1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$332,9936.8KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$859,20517.6KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$367,9487.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$688,53014.1KQ1 2026OLDER
BOK Financial Private Wealth, Inc.$1.7B AUM0.00%$73,7561.5KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$7,707158Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$447,3289.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M21.5KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$220,5844.5KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M65.1KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$27,170557Q1 2026OLDER
CDKV HOLDINGS LLC$114M AUM0.00%$4,73297Q1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$10,049206Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$37M752.0KQ1 2026OLDER
CNB Bank$238M AUM0.00%$9,756200Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$724,52514.9KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.00%$261,3646.4KQ2 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$316,4216.6KQ4 2025OLDER
PlanVest Financial, Inc$131M AUM0.00%$5,346109Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$110,5162.3KQ1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.00%$38,926798Q1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$9,610197Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$4M74.8KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$9,561196Q1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$490,14910.0KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$267,8515.5KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$524,53110.8KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.00%$7,803160Q1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$229,2904.7KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M40.9KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$41,024841Q1 2026OLDER

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