SEC 13F Intelligence

ABEVAMBEV SA

CUSIP 02319V103 · Yahoo Finance ↗ · Google Finance ↗

Ambev SA (ABEV) has 403 institutional holders in Filings Flow’s 13F database, together reporting 1076.76M shares worth $3.1B as of Q1 2026. The largest reported holders are First Eagle Investment Management, LLC, Gqg Partners LLC, and Morgan Stanley.

Institutional Holders
403
Q1 2026
Reported Value
$3.1B
Ticker
ABEV
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 277Q4 ’18Q1 ’19: 266Q2 ’19: 277Q2 ’19Q3 ’19: 257Q2 ’21: 250Q2 ’21Q4 ’21: 255Q4 ’22: 286Q4 ’22Q4 ’25: 367Q1 ’26: 403Q1 ’26Q2 ’26: 21filingsflow.com
Total reported value
Q4 ’18: $120.5BQ4 ’18Q1 ’19: $129.0BQ2 ’19: $140.7BQ2 ’19Q3 ’19: $143.2BQ2 ’21: $35.3BQ2 ’21Q4 ’21: $12.1BQ4 ’22: $2.7BQ4 ’22Q4 ’25: $2.5BQ1 ’26: $3.1BQ1 ’26Q2 ’26: $20Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Seafarer Capital Partners, LLC$436M AUM18.81%$82M28.07MQ1 2026OLDER
Talaria Asset Management Pty Ltd$495M AUM6.61%$37M16.47MQ3 2025OLDER
Kiltearn Partners LLP$372M AUM6.15%$23M7.83MQ1 2026OLDER
Cook & Bynum Capital Management, LLC$124M AUM3.18%$4M1.35MQ1 2026OLDER
Eldred Rock Partners, LLC$465M AUM2.62%$10M3.53MQ1 2026OLDER
FOUNDATION RESOURCE MANAGEMENT INC$889M AUM2.34%$21M7.11MQ1 2026OLDER
Altrius Capital Management Inc$503M AUM2.20%$11M3.79MQ1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM1.79%$2M702.5KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM1.72%$1.0B346.98MQ1 2026OLDER
Virtus Family Office LLC$117M AUM1.52%$2M606.8KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM1.26%$30M10.34MQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.95%$33M11.30MQ1 2026OLDER
GQG Partners LLC$63.1B AUM0.87%$546M187.04MQ1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.70%$3M1.14MQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.62%$858,261293.9KQ1 2026OLDER
Privium Fund Management B.V.$480M AUM0.58%$3M948.6KQ1 2026OLDER
Burford Brothers, Inc.$244M AUM0.51%$1M422.0KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.48%$67M23.08MQ1 2026OLDER
VPR Management LLC$250M AUM0.45%$1M387.9KQ1 2026OLDER
Archford Capital Strategies, LLC$873M AUM0.35%$3M1.04MQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.33%$15M5.13MQ1 2026OLDER
Ted Buchan & Co$275M AUM0.32%$884,167302.8KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM0.31%$2M647.0KQ4 2025OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.30%$2M706.3KQ1 2026OLDER
Oldfield Partners LLP$393M AUM0.28%$1M383.7KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.27%$4M1.67MQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.26%$9M2.93MQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.26%$3M1.26MQ3 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.23%$3,8841.57MQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.23%$28M9.47MQ1 2026OLDER
Sava Infond d.o.o.$705M AUM0.23%$2M550.0KQ1 2026OLDER
Wynn Capital, LLC$224M AUM0.21%$471,895150.3KQ2 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.21%$29M9.96MQ1 2026OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.20%$226,39677.5KQ1 2026OLDER
FWG Holdings, LLC$265M AUM0.19%$493,571165.1KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.19%$731,121327.9KQ3 2025OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.18%$564,819193.4KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.17%$7M2.40MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.16%$6M1.96MQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.15%$388,231133.0KQ1 2026OLDER
Alhambra Investment Management LLC$217M AUM0.13%$275,55394.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.12%$80M27.35MQ1 2026OLDER
Investors Research Corp$523M AUM0.12%$644,663220.8KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.11%$2M762.1KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.10%$995,253446.3KQ3 2025OLDER
ARGA Investment Management, LP$3.0B AUM0.09%$3M967.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.09%$52M17.95MQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.09%$282,31996.7KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.08%$507,747173.9KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.08%$60M20.49MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.08%$65M29.20MQ3 2025OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.08%$239,89382.2KQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.07%$123,03442.1KQ1 2026OLDER
Unison Advisors LLC$1.3B AUM0.07%$926,339312.5KQ1 2026OLDER
MOTCO$1.1B AUM0.06%$701,536240.3KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.06%$416,359186.7KQ3 2025OLDER
AdvisorShares Investments LLC$549M AUM0.06%$341,640117.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.06%$37M12.33MQ1 2026OLDER
Qtron Investments LLC$738M AUM0.06%$444,602152.3KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.06%$6M2.15MQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.06%$390,889133.9KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.06%$258,97288.7KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.06%$343,342117.6KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$427,833146.5KQ1 2026OLDER
Renasant Bank$141M AUM0.05%$74,56625.5KQ1 2026OLDER
Portfolio Resources Advisor Group, Inc.$101M AUM0.05%$51,35717.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.05%$2M734.2KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.05%$3M1.14MQ1 2026OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM0.05%$413,089141.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.05%$612,814209.9KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.04%$14M4.72MQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.04%$94,61632.4KQ1 2026OLDER
Bulltick Wealth Management, LLC$453M AUM0.04%$177,50160.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M772.0KQ1 2026OLDER
EJMK Ventures LLC$179M AUM0.04%$67,35923.1KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$316,475108.4KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.04%$455,686156.1KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.03%$135,29946.3KQ1 2026OLDER
Royal Palms Capital LLC$101M AUM0.03%$28,96311.7KQ4 2025OLDER
Generation Capital Management LLC$137M AUM0.03%$43,80015.0KQ1 2026OLDER
FLC Capital Advisors$560M AUM0.03%$176,55860.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M686.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.03%$8M2.66MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.03%$830,168284.3KQ1 2026OLDER
S Harris Financial Group, LLC$110M AUM0.03%$33,25811.4KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.03%$2M621.8KQ1 2026OLDER
Park Capital Management, LLC / WI$103M AUM0.03%$30,00610.3KQ1 2026OLDER
1900 WEALTH MANAGEMENT LLC$1.6B AUM0.03%$445,633152.6KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.03%$17M5.93MQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM0.03%$80,29727.5KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.03%$282,51096.8KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.03%$57,63925.8KQ3 2025OLDER
West Family Investments, Inc.$285M AUM0.03%$74,19725.4KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.03%$381,381130.6KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.02%$233,60080.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.02%$73M26.47MQ1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.02%$84,33028.9KQ1 2026OLDER
IRON Financial LLC$229M AUM0.02%$52,15817.9KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.02%$161,02755.1KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.02%$194,49566.6KQ1 2026OLDER
Viewpoint Capital Management LLC$214M AUM0.02%$47,59616.3KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$256,92288.0KQ1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.02%$87,60030.0KQ1 2026OLDER
Endowment Wealth Management, Inc.$226M AUM0.02%$46,75616.0KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$174,32459.7KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.02%$161,47155.3KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.02%$529,971181.5KQ1 2026OLDER
Traveka Wealth, LLC$262M AUM0.02%$48,92516.8KQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.02%$352,789120.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.02%$9M3.06MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$589,116201.8KQ1 2026OLDER
Chemistry Wealth Management LLC$625M AUM0.02%$109,90035.0KQ2 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$244,90083.9KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.02%$205,59170.4KQ1 2026OLDER
ADVISORTRUST PARTNERS, LLC$240M AUM0.02%$39,18113.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$27M10.91MQ4 2025OLDER
Chung Wu Investment Group, LLC$116M AUM0.02%$17,5206.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$81,08327.8KQ1 2026OLDER
Plan A Wealth LLC$209M AUM0.01%$30,51110.4KQ1 2026OLDER
Leisure Capital Management$286M AUM0.01%$40,80714.0KQ1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.01%$1M455.0KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.01%$47,21316.2KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.01%$46,11414.7KQ2 2026
Ninety One UK Ltd$43.1B AUM0.01%$6M2.84MQ3 2025OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.01%$224,13076.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M4.22MQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.01%$76,17426.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$9M3.10MQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$297,840102.0KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$406,028139.1KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.01%$52,37017.9KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.01%$233,60080.0KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$177,84072.0KQ2 2026
Bleakley Financial Group, LLC$6.4B AUM0.01%$754,300258.3KQ1 2026OLDER
Onyx Bridge Wealth Group LLC$930M AUM0.01%$109,11537.4KQ1 2026OLDER
Ruggaard & Associates LLC$252M AUM0.01%$29,20010.0KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$20,4187.0KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$238,15981.6KQ1 2026OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.01%$64,05621.9KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$30,19010.3KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$814,318278.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$6M1.92MQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.01%$31,40510.8KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.01%$36,85612.6KQ1 2026OLDER
GENESIS PRIVATE WEALTH, LLC$318M AUM0.01%$22,41210.1KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$16M5.31MQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$815,371279.2KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$727,594249.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.01%$40,00016.0KQ4 2025OLDER
Baker Ellis Asset Management LLC$842M AUM0.01%$74,10030.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$78M26.72MQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.01%$207,28571.0KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M1.20MQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.01%$50,38820.4KQ4 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$10M3.69MQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$738,652253.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$660,162226.1KQ1 2026OLDER
Monument Capital Management$399M AUM0.01%$32,61911.2KQ1 2026OLDER
TFB Advisors LLC$191M AUM0.01%$28,89711.7KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$125,12244.4KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$143,02749.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M522.9KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.01%$492,221168.6KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$1M344.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$624,007213.7KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$8M2.76MQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.01%$2M597.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$921,091315.4KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.01%$97,56333.4KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.01%$37,22511.9KQ2 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$14M4.67MQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.01%$138,69447.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$337,450115.6KQ1 2026OLDER
Sendero Wealth Management, LLC$904M AUM0.01%$62,89721.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$813,960278.8KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.01%$68,21721.7KQ2 2026
Caprock Group, LLC$4.1B AUM0.01%$277,34694.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$112M45.46MQ1 2026OLDER
Capstone Financial Advisors, Inc.$1.9B AUM0.01%$123,50050.0KQ4 2025OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$705,000250.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$291,16399.3KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.01%$1M411.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$30M10.24MQ1 2026OLDER
Wagner Wealth Management, LLC$495M AUM0.01%$30,73310.5KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.01%$61,07319.4KQ2 2026
Pinnacle Bancorp, Inc.$339M AUM0.01%$20,5227.0KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.01%$75,36133.8KQ3 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$10,4133.6KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$525,057179.8KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$814,429278.9KQ1 2026OLDER
Balefire, LLC$613M AUM0.01%$36,77611.7KQ2 2026
Hara Capital LLC$200M AUM0.01%$11,9724.1KQ1 2026OLDER
Winthrop Advisory Group LLC$1.2B AUM0.01%$71,93124.6KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.01%$59,42620.4KQ1 2026OLDER
Red Door Wealth Management, LLC$962M AUM0.01%$55,48019.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$155,54053.3KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.01%$67,23530.1KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$47M16.23MQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$149,01351.0KQ1 2026OLDER
Hilltop National Bank$468M AUM0.01%$24,6497.8KQ2 2026
ASSETMARK, INC$49.0B AUM0.01%$3M872.7KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$763,107308.9KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$8M2.83MQ1 2026OLDER
Symphony Financial, Ltd. Co.$755M AUM0.01%$38,33813.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$5M1.85MQ1 2026OLDER
May Hill Capital, LLC$371M AUM0.00%$37,94015.4KQ4 2025OLDER
Welch Group, LLC$2.7B AUM0.00%$131,95845.2KQ1 2026OLDER
Mountain Capital Investment Advisors Inc.$674M AUM0.00%$32,04111.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$6M2.02MQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$458,876157.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$59,11620.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M3.71MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$169,45968.6KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.00%$41,87014.3KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$292,169100.1KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.00%$60,83819.4KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$33M11.22MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M1.43MQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$8M2.73MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$233,72194.6KQ4 2025OLDER
ABC ARBITRAGE SA$753M AUM0.00%$41,92818.8KQ3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$405,412138.9KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$30,87512.5KQ4 2025OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.00%$97,91143.9KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$387,201132.6KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$5M2.00MQ4 2025OLDER
Atom Investors LP$1.4B AUM0.00%$45,59118.5KQ4 2025OLDER
Bensler, LLC$969M AUM0.00%$34,94912.0KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.00%$39,40513.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M1.32MQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$48M16.31MQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.00%$30,74810.5KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.00%$62,56421.4KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$240,91582.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$18M6.06MQ2 2026
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,4061.51MQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$12M4.03MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$19M6.66MQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.00%$101,54934.8KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$288,756125.5KQ2 2026
Parallel Advisors, LLC$5.6B AUM0.00%$165,81856.8KQ2 2026
PDS Planning, Inc$1.5B AUM0.00%$43,76815.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$165,72256.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$19M6.55MQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$12,9714.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M2.89MQ1 2026OLDER
Bank & Trust Co$148M AUM0.00%$3,4791.6KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M763.7KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$573,288196.3KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.00%$43,73815.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$353,606121.1KQ2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$792,985271.6KQ1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.00%$39,83613.6KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$75,60123.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$369,539165.7KQ3 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$8,1882.8KQ1 2026OLDER
ASPIRIANT, LLC$3.5B AUM0.00%$73,00025.0KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$86,51429.6KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.00%$122,24241.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$174,02359.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$359,029123.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$15M5.11MQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$351,212120.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$11M3.70MQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.00%$37,66812.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$8M2.71MQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$147,17750.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M525.8KQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM0.00%$119,64441.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$102M34.95MQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$133,62545.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$68,33723.4KQ1 2026OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.00%$95,26042.7KQ3 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$103,27435.4KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.00%$38,58813.2KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$594,991240.9KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$2M833.5KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.00%$27,53611.1KQ4 2025OLDER
Integrated Advisors Network LLC$1.9B AUM0.00%$31,17110.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$52,15017.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$43,54115.4KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.00%$33,54811.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M496.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$10M3.38MQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$459186.0KQ4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$19,7716.8KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$1M478.7KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.00%$47,84716.4KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$127,67743.7KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$101,21634.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$163,68656.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$100,15634.3KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$59,17120.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$63,80225.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M1.60MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$960,984329.1KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$837,463375.5KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$31,45710.0KQ2 2026
Foster Group, Inc.$3.8B AUM0.00%$43,83114.0KQ2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$78,39026.8KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.00%$46,70216.0KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$49,17816.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,4731.5KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$55,27618.9KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$51,14717.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M1.50MQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$93,65932.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$25,8338.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$286,61898.2KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$189,76476.8KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M880.7KQ1 2026OLDER
Balentine LLC$2.5B AUM0.00%$25,75211.5KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$2M746.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$194,42587.2KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$644,586220.7KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$336,290136.2KQ4 2025OLDER
IHT Wealth Management, LLC$4.3B AUM0.00%$38,80413.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$26M8.86MQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$14,6765.0KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.00%$160,45072.0KQ3 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$41,08113.1KQ2 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$215,75673.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$980,364335.7KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$430,411147.4KQ1 2026OLDER
Circle Wealth Management, LLC$7.0B AUM0.00%$57,58519.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$27,3939.4KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$48,92216.8KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.00%$57,74919.8KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.00%$29,44313.2KQ3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$265,07389.3KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$206,99070.9KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$628,191215.1KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$21,9529.8KQ3 2025OLDER
Kestra Investment Management, LLC$5.8B AUM0.00%$41,55714.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$49,76320.1KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$45,62815.6KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M368.3KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$144,54649.5KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$84,14634.1KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$116,71640.0KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$9,5044.3KQ3 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$14,0404.8KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.00%$40,17913.8KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$130,60144.7KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$1,863638Q1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$953,380326.5KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$77,17026.4KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$35,78212.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$54,18718.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$773,774265.0KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,130387Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$2M562.5KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$87,77135.5KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$293,086100.4KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$29,82510.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$71,92324.6KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$32,34811.1KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$15,1615.2KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$25,05211.2KQ3 2025OLDER
DODGE & COX$182.0B AUM0.00%$894,396306.3KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$529181Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$400,666137.4KQ1 2026OLDER
Amundi$367.1B AUM0.00%$2M587.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$65,01722.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$940,973322.3KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$32,12011.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M812.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$952,060326.0KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$122,15149.5KQ4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$3,0081.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M771.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$284,81897.5KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$35,39912.1KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$933297Q2 2026
Banco Santander, S.A.$12.4B AUM0.00%$40,32518.1KQ3 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$12,1214.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$36,24012.2KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$112,39038.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$274,54494.0KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$54,09518.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$86,37429.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$222,66176.3KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$26,32310.7KQ4 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$21,9007.5KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$231,29979.2KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$7,7672.7KQ1 2026OLDER
Fairman Group, LLC$117M AUM0.00%$345117Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$72,04624.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$11M3.91MQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$583,571207.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$391,385134.0KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$2,9201.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$209,11971.6KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$6,8302.3KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2,841973Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$655,014265.2KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$50,37317.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,498513Q1 2026OLDER
PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM0.00%$12,6075.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$817,393279.9KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$42,71114.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$53,09418.2KQ2 2026
AXA Investment Managers S.A.$37.1B AUM0.00%$66,45629.8KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$120,99941.4KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$1,615553Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,606550Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$11M4.59MQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$1,661529Q2 2026
Turning Point Benefit Group, Inc.$157M AUM0.00%$284115Q4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$64,33122.0KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$2,9701.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$82,11328.1KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$324111Q1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$136,35246.7KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,208414Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$891305Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$182,71762.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$32,11013.0KQ4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$58,35020.0KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$87,60030.0KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$1,095375Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,604549Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$48,85116.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$40,46613.8KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$5,3611.7KQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M452.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$70,61424.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M478.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$5,1011.7KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$13,3854.6KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$873299Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$21,5647.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$96,84533.2KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$22878Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$24,96710.1KQ4 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$2,345803Q1 2026OLDER
Creative Capital Management Investments LLC$348M AUM0.00%$14650Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$7232.4KQ3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$5,6501.9KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$9,6973.3KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$17,9087.3KQ4 2025OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$9832Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$31,14413.6KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$3,9501.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$56,94919.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$721247Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$45,31015.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$22276Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$876300Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$49,42116.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1,991682Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$31Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$11Q1 2026OLDER

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