SEC 13F Intelligence

ACHACCENDRA HEALTH INC

CUSIP 690732102 · Yahoo Finance ↗ · Google Finance ↗

Accendra Health Inc (ACH) has 141 institutional holders in Filings Flow’s 13F database, together reporting 63.36M shares worth $143M as of Q1 2026. The largest reported holders are Coliseum Capital Management, LLC, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
141
Q1 2026
Reported Value
$143M
Ticker
ACH
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 183Q4 ’18Q1 ’19: 160Q2 ’19: 143Q2 ’19Q3 ’19: 148Q2 ’21: 241Q2 ’21Q4 ’21: 247Q4 ’22: 201Q4 ’22Q4 ’25: 166Q1 ’26: 141Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $1.8BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $883MQ2 ’19Q3 ’19: $811MQ2 ’21: $17.5BQ2 ’21Q4 ’21: $11.4BQ4 ’22: $436MQ4 ’22Q4 ’25: $190MQ1 ’26: $143MQ1 ’26Q2 ’26: $266,355filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Coliseum Capital Management, LLC$1.2B AUM2.45%$30M13.10MQ1 2026OLDER
TOWLE & CO$257M AUM1.51%$6M1.25MQ3 2025OLDER
LHM, INC.$254M AUM0.79%$2M495.8KQ3 2025OLDER
Kennondale Capital Management LLC$139M AUM0.37%$515,029225.9KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.35%$8M3.37MQ1 2026OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM0.16%$4M1.79MQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.13%$59,58121.3KQ4 2025OLDER
Massar Capital Management, LP$934M AUM0.10%$960,154421.1KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.10%$275,79857.5KQ3 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.10%$3M1.49MQ1 2026OLDER
Nierenberg Investment Management Company, LLC$201M AUM0.09%$176,82577.6KQ1 2026OLDER
Williams & Novak, LLC$151M AUM0.09%$130,64438.2KQ2 2026
Advisors Preferred, LLC$679M AUM0.09%$576,788114.9KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.07%$177,39837.0KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.05%$548,064240.4KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.05%$333,36569.5KQ3 2025OLDER
State of Wyoming$844M AUM0.05%$384,978168.8KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.03%$3M716.2KQ3 2025OLDER
Aristides Capital LLC$462M AUM0.03%$187,04066.8KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$369,30776.9KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.03%$487,723101.6KQ3 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.03%$1M228.4KQ3 2025OLDER
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM0.02%$508,858181.7KQ4 2025OLDER
Plan A Wealth LLC$209M AUM0.02%$43,90415.7KQ4 2025OLDER
DoubleLine ETF Adviser LP$263M AUM0.02%$55,37424.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.02%$92,89833.2KQ4 2025OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.02%$139,08061.0KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M695.4KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$1M212.9KQ3 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.01%$115,48741.2KQ4 2025OLDER
Global Assets Advisory, LLC$349M AUM0.01%$35,604329Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$993,278206.9KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.01%$44,48719.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$746,716266.7KQ4 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.01%$51,01022.4KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$93,61419.5KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M1.38MQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.01%$96,00020.0KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.01%$734,140262.2KQ4 2025OLDER
Plancorp, LLC$3.5B AUM0.01%$229,48181.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$368,453161.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$95,26119.8KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$902,400188.0KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$213,08493.5KQ1 2026OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.01%$27,36012.0KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.00%$45,60020.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$254,80353.1KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$8M3.31MQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$106,91846.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M1.76MQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$175,50762.7KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$103,74045.5KQ1 2026OLDER
Quarry LP$558M AUM0.00%$23,0338.2KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M542.0KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.00%$87,27418.2KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.00%$68,53014.3KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$593,424123.6KQ3 2025OLDER
Stephens Consulting, LLC$309M AUM0.00%$8,0722.9KQ4 2025OLDER
Main Street Group, LTD$340M AUM0.00%$8,5921.8KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.00%$34,45515.1KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$43,2779.0KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$104,84037.4KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M1.20MQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.00%$48,00010.0KQ3 2025OLDER
Essential Partners LLC$250M AUM0.00%$4,523497Q1 2026OLDER
Waldron Private Wealth LLC$2.6B AUM0.00%$42,60018.7KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$340,634121.7KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$413,136181.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$967,448345.5KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$8M3.64MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$6M2.61MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$724,842317.9KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$9,6002.0KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$72,12025.8KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$7,6991.6KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$297,24061.9KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$491,459215.6KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$1,627581Q4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$126,85426.4KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$205,89273.5KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M732.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$75,28815.7KQ3 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$267,23295.4KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$52,71318.8KQ4 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$31,52511.3KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$108,82122.7KQ3 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$58,59125.7KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.00%$22,80010.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$208,68043.5KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8M3.41MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$76,26633.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$123,99144.3KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$963,697422.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$16,8297.4KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$127,68026.6KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$96,86142.5KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.00%$597262Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M474.8KQ1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$4,8001.0KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$51,50522.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$44,17019.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$712,800148.5KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$178,69937.2KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$15,5706.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$41,28314.7KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$239,26896.5KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$912400Q1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$111,39823.2KQ3 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$420150Q4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$518,840185.3KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$3,6641.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$29,77810.6KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$6M2.65MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$266,88295.3KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$123,34854.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M468.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$355,71474.1KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$4M1.84MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$18M6.32MQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M941.2KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,044373Q4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,220535Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M211.1KQ3 2025OLDER
Caitlin John, LLC$167M AUM0.00%$356156Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$12M5.24MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M541.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$226,81899.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$7M3.28MQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$106,89338.2KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M601.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$52,34723.0KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$45,60020.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4,4601.3KQ2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M632.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$7,2001.5KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$122,92653.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$212,47245.4KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$535,677234.9KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$34,77015.3KQ2 2026
STATE STREET CORP$2.90T AUM0.00%$4M1.63MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M762.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$66,24529.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$897,636393.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$27,36012.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$122,67053.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$81,80035.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$592,324259.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$5,6912.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$703,914308.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$193,76669.2KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$195,12585.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$48,33821.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$30,20513.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$23,03110.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$5,0261.8KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,464642Q1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$223,03797.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$51,13122.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$213,50076.3KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$149,00531.1KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$51,34322.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$356,481156.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,713751Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$148,76165.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$31,14013.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$33,01011.8KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$49,78621.8KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$23148Q3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$24,92210.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$31,43113.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$9,1903.3KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,859664Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$27,20511.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$29,68813.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$31,89114.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$21,10211.0KQ4 2025OLDER
Strive Financial Group ,LLC$189M AUM0.00%$5620Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$907398Q1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$342150Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$37,79316.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.00%$287126Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$100,42244.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$18781.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$80,93835.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$8,1601.7KQ3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$551201Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$12025Q3 2025OLDER
ALERUS FINANCIAL NA$2.0B AUM0.00%$381167Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$95,56941.9KQ2 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$33,79414.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$3,0101.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$1,017446Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$980430Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$42,05018.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$16735Q3 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$662138Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$684300Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$395141Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$51.0KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$73,00032.0KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$12043Q4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$9,3054.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$39,93917.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$34,83415.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3013Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$6,8403.0KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,900833Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$737297Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$3,5501.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$14,4556.3KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$381167Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1,548312Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$10747Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,318578Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$63,99029.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2,033892Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$912400Q2 2026
FMR LLC$1.90T AUM0.00%$55,85824.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,677736Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$125Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4669Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$21795Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3412Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$6428Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$513184Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,151411Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$485232Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$397174Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$228100Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$123Q3 2025OLDER

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