SEC 13F Intelligence

9HIHILLENBRAND INC

CUSIP 431571108 · Yahoo Finance ↗ · Google Finance ↗

Hillenbrand Inc (9HI) has 8 institutional holders in Filings Flow’s 13F database, together reporting 1.08M shares worth $34M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Fuller & Thaler Asset Management, Inc..

Institutional Holders
8
Q1 2026
Reported Value
$34M
Ticker
9HI
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 226Q4 ’18Q1 ’19: 231Q2 ’19: 226Q2 ’19Q3 ’19: 234Q2 ’21: 247Q2 ’21Q4 ’21: 265Q4 ’22: 287Q4 ’22Q4 ’25: 287Q1 ’26: 8Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $2.5BQ4 ’18Q1 ’19: $3.6BQ2 ’19: $3.4BQ2 ’19Q3 ’19: $3.3BQ2 ’21: $7.7BQ2 ’21Q4 ’21: $9.4BQ4 ’22: $1.2BQ4 ’22Q4 ’25: $1.9BQ1 ’26: $34MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BERNZOTT CAPITAL ADVISORS$209M AUM4.97%$11M389.3KQ3 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM4.24%$61M1.92MQ4 2025OLDER
Irenic Capital Management LP$1.5B AUM2.88%$43M1.35MQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM2.85%$799,28125.2KQ1 2026
First Trust Capital Management L.P.$1.9B AUM2.58%$43M1.34MQ4 2025OLDER
Fi3 FINANCIAL ADVISORS, LLC$346M AUM2.35%$8M242.4KQ4 2025OLDER
SG Capital Management LLC$1.5B AUM2.31%$26M956.3KQ3 2025OLDER
Clarkston Capital Partners, LLC$1.3B AUM1.83%$85M3.14MQ3 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM1.36%$13M399.0KQ4 2025OLDER
Expect Equity LLC$104M AUM1.29%$1M48.8KQ3 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM1.16%$17M548.2KQ4 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.94%$4M123.0KQ4 2025OLDER
Kintayl Capital LP$192M AUM0.76%$1M39.5KQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.70%$33M1.05MQ4 2025OLDER
TOMS Capital Investment Management LP$3.8B AUM0.63%$27M1.00MQ3 2025OLDER
HARVEST MANAGEMENT LLC$206M AUM0.53%$2M52.0KQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.51%$44M1.39MQ4 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.44%$3M92.8KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.39%$113M4.19MQ3 2025OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.39%$14M524.3KQ3 2025OLDER
Twelve Points Wealth Management LLC$455M AUM0.34%$2M47.6KQ4 2025OLDER
Strategic Planning, Inc.$199M AUM0.32%$587,78518.5KQ4 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.31%$8M239.2KQ1 2026
Pentwater Capital Management LP$19.3B AUM0.30%$57M1.80MQ4 2025OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.27%$659,17932.8KQ2 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.27%$21M674.6KQ4 2025OLDER
VIAWEALTH, LLC$180M AUM0.18%$321,77611.9KQ3 2025OLDER
Caitlin John, LLC$167M AUM0.16%$245,1997.7KQ4 2025OLDER
Horan Securities, Inc.$284M AUM0.15%$413,98420.6KQ2 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.14%$39M1.24MQ4 2025OLDER
Verity Asset Management, Inc.$238M AUM0.14%$319,00810.1KQ4 2025OLDER
ADVISORY RESEARCH INC$813M AUM0.13%$1M37.9KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.13%$961,00047.9KQ2 2025OLDER
Neo Ivy Capital Management$379M AUM0.13%$802,38925.3KQ4 2025OLDER
Diameter Capital Partners LP$1.1B AUM0.13%$2M75.0KQ3 2025OLDER
Midwest Trust Co$8.0B AUM0.12%$9M340.7KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.12%$307,12011.4KQ3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.12%$15M477.2KQ4 2025OLDER
RBF Capital, LLC$2.0B AUM0.11%$3M95.0KQ3 2025OLDER
Wellington Shields Capital Management, LLC$666M AUM0.11%$753,68323.8KQ4 2025OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.09%$2M49.8KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.08%$20M632.5KQ4 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.08%$16M594.8KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.08%$11M360.5KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$459,66322.9KQ2 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.08%$3M79.9KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.08%$2M68.7KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.07%$8M243.9KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M89.4KQ3 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.07%$888,16028.0KQ4 2025OLDER
Numerai GP LLC$997M AUM0.07%$470,60123.4KQ2 2025OLDER
Petrus Trust Company, LTA$915M AUM0.07%$652,43632.5KQ2 2025OLDER
PenderFund Capital Management Ltd.$639M AUM0.07%$425,04813.4KQ4 2025OLDER
FIL Ltd$128.7B AUM0.07%$89M2.82MQ4 2025OLDER
DV EQUITIES, LLC$558M AUM0.06%$358,43611.3KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$22,109697Q4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.06%$13M411.8KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.06%$5M160.5KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.05%$225,8118.4KQ3 2025OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.05%$477,86215.1KQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.05%$8M263.9KQ4 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.05%$2M66.5KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.05%$6M175.0KQ4 2025OLDER
MCMORGAN & CO LLC$618M AUM0.05%$271,9998.6KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M62.5KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.04%$1M40.7KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$467,87014.8KQ4 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.04%$1M43.1KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.04%$395,92912.5KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$13M399.3KQ4 2025OLDER
Carmignac Gestion$6.5B AUM0.04%$3M86.2KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.04%$208,12010.4KQ2 2025OLDER
Verition Fund Management LLC$15.4B AUM0.04%$9M293.2KQ4 2025OLDER
Greenland Capital Management LP$787M AUM0.04%$343,75010.8KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.03%$55,6632.06MQ3 2025OLDER
Kennebec Savings Bank$111M AUM0.03%$35,6931.3KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$425,52413.4KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$9M283.6KQ4 2025OLDER
HORAN Wealth, LLC$1.1B AUM0.03%$317,20010.0KQ1 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.03%$3M107.5KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$202,76710.1KQ2 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.03%$634,40020.0KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M86.2KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$20M638.8KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$265,4968.4KQ4 2025OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM0.02%$574,13218.1KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$7M266.2KQ3 2025OLDER
Groupe la Francaise$7.3B AUM0.02%$2M52.0KQ4 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$3M81.4KQ4 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.02%$151,0185.6KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$4M117.5KQ4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.02%$7M230.4KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$617,20819.5KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$456,43222.7KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M32.3KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$366,42011.6KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M38.3KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$34M1.06MQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$65M2.04MQ4 2025OLDER
METEORA CAPITAL, LLC$1.4B AUM0.01%$158,6005.0KQ4 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.01%$12,688400Q4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$8M240.8KQ4 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$519,54719.2KQ3 2025OLDER
YANKCOM Partnership$243M AUM0.01%$26,391976Q3 2025OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$13M503.7KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.01%$7M209.3KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M123.2KQ2 2025OLDER
CHOREO, LLC$8.1B AUM0.01%$868,28132.1KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M93.0KQ4 2025OLDER
Man Group plc$55.1B AUM0.01%$6M192.5KQ4 2025OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.01%$702,37522.1KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M36.2KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$68,9912.2KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$273,5538.6KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M80.1KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$859,39027.1KQ4 2025OLDER
Auto-Owners Insurance Co$4.8B AUM0.01%$283,92010.5KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M234.6KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$324,84510.2KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$609,83019.2KQ4 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$286,08310.6KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$42M1.33MQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$513,03916.2KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$395,46014.6KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$20M617.0KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M39.3KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M187.1KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$57,5081.8KQ4 2025OLDER
Traub Capital Management LLC$101M AUM0.01%$6,422320Q2 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$811,27125.6KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$187,2115.9KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$46M1.45MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$334M10.53MQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M336.0KQ4 2025OLDER
LRI Investments, LLC$1.1B AUM0.01%$66,7052.1KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$927,99746.2KQ2 2025OLDER
Pflug Koory, LLC$218M AUM0.01%$11,292356Q4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M201.8KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$620,41119.6KQ4 2025OLDER
Pineridge Advisors LLC$350M AUM0.01%$17,576650Q3 2025OLDER
Blackstone Inc.$25.6B AUM0.00%$1M38.3KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$8M249.4KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$382,99514.2KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$116,1665.8KQ2 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$424,32313.4KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$15M484.4KQ4 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$47,3201.8KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$263M8.29MQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$10,365383Q3 2025OLDER
Millstone Evans Group, LLC$167M AUM0.00%$6,217196Q4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$539,42119.9KQ3 2025OLDER
Quarry LP$558M AUM0.00%$22,078696Q4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$622,69519.6KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$53M1.67MQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$84,4652.7KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$25M789.1KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$63,4722.0KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M52.9KQ4 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$235,7757.4KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M88.9KQ4 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$729,95723.0KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$9,929313Q4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$86M2.71MQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$204,7086.5KQ4 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M59.3KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$829,95426.2KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M57.0KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$255,5368.1KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$4M139.1KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$265,9408.4KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.00%$251,7429.3KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M66.6KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$5M145.7KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M74.5KQ4 2025OLDER
AXA S.A.$256M AUM0.00%$873,62743.5KQ2 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M39.1KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$102,2653.2KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$14M442.8KQ4 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$295,0289.3KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$33M1.03MQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$15M461.8KQ4 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$211,9966.7KQ4 2025OLDER
Monetary Solutions, Ltd$103M AUM0.00%$2,37975Q4 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$95,1603.0KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$28,992914Q4 2025OLDER
Westfuller Advisors, LLC$232M AUM0.00%$5,325168Q4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M123.5KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M66.9KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$130,1474.1KQ4 2025OLDER
CrossGen Wealth, LLC$114M AUM0.00%$2,37975Q4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$539,04917.0KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$791,76325.0KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$899,54728.4KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$496,20215.6KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M120.0KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$475,80015.0KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$792,68325.0KQ4 2025OLDER
Torren Management, LLC$201M AUM0.00%$3,316105Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$19,044600Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M100.8KQ4 2025OLDER
BAHL & GAYNOR INC$19.8B AUM0.00%$326,74016.3KQ2 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1,18459.0KQ2 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$503,85915.8KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M32.8KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$13M420.8KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$26M804.9KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$480,44517.8KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,234165Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$9M280.3KQ4 2025OLDER
&PARTNERS$20.2B AUM0.00%$252,4548.0KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$995,61336.8KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M178.3KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M171.2KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$8M246.9KQ4 2025OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,87259Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M174.5KQ4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$34,5351.1KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$331,95010.5KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.00%$606,32819.1KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$203,6387.5KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$208,8577.7KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$623,93219.7KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$29,063916Q4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$220,7087.0KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M33.3KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$35,5901.1KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$285,4809.0KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$253,7608.0KQ4 2025OLDER
Archer Investment Corp$469M AUM0.00%$4,137130Q4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$944,71729.8KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$688,95821.7KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M32.3KQ4 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$310,33811.5KQ3 2025OLDER
Triumph Capital Management$491M AUM0.00%$3,380125Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$555,31917.5KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M176.1KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$485,17917.9KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$606,64522.4KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$466,25714.7KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$213,2637.9KQ3 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$60,5151.9KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M58.4KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$9M294.2KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$736,18923.2KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$219,9466.9KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$15,701495Q4 2025OLDER
WealthTrak Capital Management LLC$140M AUM0.00%$60330Q2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M84.4KQ4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,09466Q4 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$53917Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M32.5KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M58.5KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$1M32.4KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$28,643903Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$3,01495Q4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$2,12567Q4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,45946Q4 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$1,70685Q2 2025OLDER
Creative Planning$147.4B AUM0.00%$540,15617.0KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$1424.5KQ4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2,15768Q4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$220,7136.9KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$297,4709.4KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$231,2707.3KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$86,4692.7KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$383,81212.1KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,870143Q3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$9,706306Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,409139Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$511,73916.1KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,10366.3KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,98294Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$15,053557Q3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$200,0616.3KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$10,690337Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$4,551143Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$16,019505Q4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,19044Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$4M122.9KQ4 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$9,491298Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$34,8921.1KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$321,70410.1KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$9,748307Q4 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$5,408200Q3 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1916Q4 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$3,235102Q4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$212,93010.6KQ2 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$5,075160Q4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$1595Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$747,25923.6KQ4 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$5,043159Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$293,1579.2KQ4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$73023Q4 2025OLDER
Amundi$367.1B AUM0.00%$355,16911.2KQ4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$35,5261.1KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$51,4181.6KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$318,79710.1KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$292,54410.8KQ3 2025OLDER
Essential Partners LLC$250M AUM0.00%$1819Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$231,5357.3KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$119,7743.8KQ4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$11,141412Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$13,481425Q4 2025OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,05539Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$4,599145Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,37079Q1 2026
BOKF, NA$6.5B AUM0.00%$2,950147Q2 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$31810Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$351.1KQ4 2025OLDER
Abound Wealth Management$440M AUM0.00%$1595Q4 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$2046Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,33242Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$10,254325Q4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,10978Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,66584Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$204,0006.5KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$63420Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$73023Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$42,8821.4KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$3,990126Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$4,708148Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$25,994819Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$31910Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,081254Q4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$1,14236Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$14,268450Q4 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$321Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$412Q2 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$411Q4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$2,76087Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$44414Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$8,691274Q4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$201Q2 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$512Q3 2025OLDER
Palisade Asset Management, LLC$996M AUM0.00%$552Q3 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$622Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$50816Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$271Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$31710Q4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$50Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$271Q1 2026

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