SEC 13F Intelligence

ACHRARCHER AVIATION INC

CUSIP 03945R102 · Yahoo Finance ↗ · Google Finance ↗

Archer Aviation Inc (ACHR) has 520 institutional holders in Filings Flow’s 13F database, together reporting 371.31M shares worth $1.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.

Institutional Holders
520
Q1 2026
Reported Value
$1.9B
Ticker
ACHR
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 81Q4 ’21Q4 ’22: 117Q4 ’22Q4 ’25: 525Q4 ’25Q1 ’26: 520Q1 ’26Q2 ’26: 28Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $1.5BQ4 ’21Q4 ’22: $89MQ4 ’22Q4 ’25: $2.8BQ4 ’25Q1 ’26: $1.9BQ1 ’26Q2 ’26: $10MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
United Airlines Holdings, Inc.$211M AUM7.77%$16M3.17MQ1 2026OLDER
Alpine Global Management, LLC$668M AUM4.36%$29M5.63MQ1 2026OLDER
Alta Fundamental Advisers LLC$265M AUM2.08%$6M1.07MQ1 2026OLDER
Yorkville Advisors Global, LP$155M AUM1.61%$3M340.0KQ4 2025OLDER
Burkehill Global Management, LP$2.0B AUM1.55%$24M3.13MQ4 2025OLDER
ARK Investment Management LLC$12.9B AUM1.51%$194M37.44MQ1 2026OLDER
1248 Management, LLC$216M AUM1.47%$3M614.6KQ1 2026OLDER
MIC Capital Management UK LLP$352M AUM1.03%$4M700.0KQ1 2026OLDER
Collar Capital Management, LLC$155M AUM0.97%$1M288.6KQ1 2026OLDER
Generali Powszechne Towarzystwo Emerytalne$566M AUM0.91%$5M1.00MQ1 2026OLDER
INFINITUM ASSET MANAGEMENT, LLC$801M AUM0.72%$6M1.11MQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.67%$9M1.72MQ1 2026OLDER
Green Alpha Advisors, LLC$102M AUM0.63%$637,880123.4KQ1 2026OLDER
Connective Capital Management, LLC$121M AUM0.60%$1M135.3KQ4 2025OLDER
Intellectus Partners, LLC$490M AUM0.57%$3M539.3KQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.56%$40M7.65MQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.55%$3M556.0KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.52%$8M1.50MQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM0.44%$5M927.6KQ1 2026OLDER
GRATIA CAPITAL, LLC$227M AUM0.44%$996,740192.8KQ1 2026OLDER
Avondale Wealth Management$203M AUM0.39%$799,799154.7KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.37%$8M1.48MQ1 2026OLDER
MATAURO, LLC$692M AUM0.36%$2M320.3KQ4 2025OLDER
United Bank$301M AUM0.35%$1M202.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.34%$12M2.28MQ1 2026OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM0.31%$8M999.6KQ4 2025OLDER
Arsenal Capital Advisors LLC$138M AUM0.22%$296,67057.4KQ1 2026OLDER
BURR FINANCIAL SERVICES, LLC$126M AUM0.20%$245,67847.5KQ1 2026OLDER
Kaizen Financial Strategies$236M AUM0.18%$421,79469.4KQ1 2026OLDER
Scientech Research LLC$120M AUM0.18%$211,82541.0KQ1 2026OLDER
Ghisallo Capital Management LLC$3.6B AUM0.17%$4M500.0KQ4 2025OLDER
Covalis Capital LLP$1.6B AUM0.16%$3M500.0KQ1 2026OLDER
White Knight Strategic Wealth Advisors, LLC$119M AUM0.15%$176,75234.2KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.14%$579,454112.1KQ1 2026OLDER
Nikulski Financial, Inc.$405M AUM0.14%$549,493106.3KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.12%$290,64038.6KQ4 2025OLDER
Stablepoint Partners, LLC$723M AUM0.12%$842,829178.2KQ2 2026
Sun Group Wealth Partners$127M AUM0.11%$136,73618.2KQ4 2025OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.11%$310,22232.5KQ3 2025OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.11%$449,53287.0KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.10%$141,37927.3KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.10%$26M5.05MQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.10%$11M1.48MQ4 2025OLDER
McHugh Group, LLC$169M AUM0.10%$165,82332.1KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.09%$897,714173.6KQ1 2026OLDER
Concorde Asset Management, LLC$204M AUM0.09%$183,64935.5KQ2 2026
Clay Northam Wealth Management, LLC$178M AUM0.09%$156,39416.3KQ3 2025OLDER
Sargent Investment Group, LLC$759M AUM0.09%$674,918130.5KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.09%$118,11212.3KQ3 2025OLDER
Camelot Portfolios, LLC$135M AUM0.08%$143,70015.0KQ3 2025OLDER
Yarbrough Capital, LLC$2.9B AUM0.08%$2M466.8KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.08%$1M105.0KQ3 2025OLDER
Themes Management Co LLC$162M AUM0.08%$135,18526.1KQ1 2026OLDER
PACIFIC SUN FINANCIAL CORP$206M AUM0.08%$164,74231.9KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.08%$262,12450.7KQ1 2026OLDER
IPG Investment Advisors LLC$582M AUM0.08%$451,20060.0KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.08%$7M885.2KQ4 2025OLDER
Watts Gwilliam & Co., LLC$620M AUM0.08%$475,07249.6KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.07%$623,259120.6KQ1 2026OLDER
Oasis Advisors, LLC$509M AUM0.07%$356,68669.0KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.07%$24M4.73MQ1 2026OLDER
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.06%$135,80614.2KQ3 2025OLDER
Odyssean, LLC$274M AUM0.06%$167,16732.3KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.06%$4M817.3KQ1 2026OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.06%$240,92246.6KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.06%$15M2.85MQ1 2026OLDER
My Portfolio Guide, LLC$181M AUM0.06%$101,18219.6KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.06%$2M214.1KQ4 2025OLDER
Zuckerman Investment Group, LLC$1.1B AUM0.05%$580,157112.2KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.05%$417,44680.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$236,00031.3KQ4 2025OLDER
HBK INVESTMENTS L P$9.9B AUM0.05%$5M1.00MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.05%$4M566.9KQ4 2025OLDER
Evansbrook LLC$150M AUM0.05%$73,41414.2KQ2 2026
Twin Tree Management, LP$4.7B AUM0.05%$5M724.9KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.05%$13M2.57MQ1 2026OLDER
J. Derek Lewis & Associates Inc.$445M AUM0.05%$202,66439.2KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M120.8KQ3 2025OLDER
Fox Hill Wealth Management$208M AUM0.04%$87,90617.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.04%$58,04411.2KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$123,51717.6KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.04%$467,88590.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.04%$130,83225.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$9M1.82MQ1 2026OLDER
CABOT WEALTH MANAGEMENT INC$869M AUM0.04%$320,68062.0KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.04%$422,32544.1KQ3 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.04%$383,53674.2KQ1 2026OLDER
Sara-Bay Financial$333M AUM0.04%$119,44815.8KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$236,62145.8KQ1 2026OLDER
River Street Advisors LLC$296M AUM0.03%$103,40020.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$375,56472.6KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.03%$488,56594.5KQ1 2026OLDER
Alpha Wealth Funds, LLC$149M AUM0.03%$49,40010.0KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.03%$104,32513.9KQ4 2025OLDER
Eleva Capital SAS$343M AUM0.03%$111,33121.5KQ2 2026
Bridgefront Capital, LLC$402M AUM0.03%$129,59625.1KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.03%$207,93240.2KQ1 2026OLDER
Code Waechter LLC$168M AUM0.03%$51,70010.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M507.8KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.03%$136,17826.3KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.03%$596,877115.5KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.03%$431,28245.0KQ3 2025OLDER
MILLER WEALTH ADVISORS, LLC$260M AUM0.03%$71,25313.8KQ1 2026OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.03%$61,44511.9KQ1 2026OLDER
Aspiring Ventures, LLC$330M AUM0.03%$86,00316.6KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.03%$40M7.65MQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.03%$352,18668.1KQ1 2026OLDER
111 Capital$406M AUM0.03%$133,77514.0KQ3 2025OLDER
OBSIDIAN CIO, LLC$111M AUM0.02%$27,6605.3KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.02%$147,54728.5KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.02%$101,64910.6KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$24M4.58MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$48,0345.0KQ3 2025OLDER
SkyOak Wealth, LLC$546M AUM0.02%$129,25025.0KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.02%$106,30620.6KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.02%$335,65759.6KQ1 2026OLDER
VARCOV Co.$268M AUM0.02%$61,05811.8KQ1 2026OLDER
Focused Wealth Management, Inc$964M AUM0.02%$219,03742.4KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$708,729137.1KQ1 2026OLDER
Purus Wealth Management, LLC$314M AUM0.02%$68,61113.3KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$761,904161.1KQ2 2026
SOMERVILLE KURT F$379M AUM0.02%$81,42715.8KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.02%$252,91226.4KQ3 2025OLDER
Balboa Wealth Partners$596M AUM0.02%$122,14123.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M2.51MQ1 2026OLDER
DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM0.02%$80,91015.7KQ1 2026OLDER
Joseph P. Lucia & Associates, LLC$280M AUM0.02%$56,19810.9KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M342.3KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.02%$733,794141.9KQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM0.02%$165,45617.3KQ3 2025OLDER
Buck Wealth Strategies, LLC$810M AUM0.02%$142,49618.9KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.02%$140,98914.7KQ3 2025OLDER
SteelPeak Wealth, LLC$3.3B AUM0.02%$586,806113.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$4M827.7KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$4M754.1KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.02%$80,13515.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$93,33918.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$1M280.4KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.02%$275,95453.4KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$222,32742.9KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$453,11487.6KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$431,76783.5KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.02%$775,500150.0KQ1 2026OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.02%$94,03318.2KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.01%$45,7558.8KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.01%$470,01562.5KQ4 2025OLDER
CONQUIS FINANCIAL LLC$121M AUM0.01%$17,3103.0KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$23,9502.5KQ3 2025OLDER
Advisor OS, LLC$1.4B AUM0.01%$194,00937.5KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$165,88422.1KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.01%$120,47723.3KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$300,80040.0KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$533,76955.7KQ3 2025OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.01%$16,6733.2KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.01%$136,58618.2KQ4 2025OLDER
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.01%$96,60510.1KQ3 2025OLDER
Basepoint Wealth LLC$175M AUM0.01%$21,9294.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M260.7KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$12M2.26MQ1 2026OLDER
DDD Partners, LLC$1.5B AUM0.01%$180,13424.0KQ4 2025OLDER
DAGCO, INC.$461M AUM0.01%$51,70010.0KQ1 2026OLDER
Tidemark, LLC$393M AUM0.01%$38,3204.0KQ3 2025OLDER
Gould Capital, LLC$165M AUM0.01%$18,4053.6KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$1M3.1KQ3 2025OLDER
Rakuten Securities, Inc.$241M AUM0.01%$26,3315.1KQ1 2026OLDER
Almanack Investment Partners, LLC.$592M AUM0.01%$64,21112.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$317,71242.2KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$94M18.12MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$6M1.20MQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.01%$560,149108.3KQ1 2026OLDER
Hamilton Wealth, LLC$513M AUM0.01%$51,72110.0KQ2 2026
WOLVERINE TRADING, LLC$138.7B AUM0.01%$13M1.39MQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$343,81566.5KQ1 2026OLDER
MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM0.01%$97,87318.9KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$931,435123.9KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$5M917.7KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.01%$83,17215.0KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$797,293106.0KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$261,76350.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$819,099158.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M332.0KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$194,00537.5KQ1 2026OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.01%$273,88536.4KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$841,474162.8KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.01%$77,10514.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$622,359120.4KQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.01%$122,01223.6KQ2 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$165,93622.1KQ4 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$15,6603.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$257,56949.8KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.01%$16,2133.1KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.01%$56,28110.9KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.01%$23,2654.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$226M43.64MQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.01%$1M233.7KQ1 2026OLDER
Modus Advisors, LLC$363M AUM0.01%$28,9523.9KQ4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$206,35039.9KQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.01%$104,19713.9KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M119.2KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$853,396165.1KQ1 2026OLDER
BBR PARTNERS, LLC$1.8B AUM0.01%$129,25025.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$118M15.72MQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.01%$251,61133.5KQ4 2025OLDER
MRP Capital Investments, LLC$115M AUM0.01%$10,8501.0KQ3 2025OLDER
EFG International AG$4.7B AUM0.01%$326,55263.2KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M283.1KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.01%$111,89218.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$41M7.88MQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$120,36223.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$243,34247.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$119M23.07MQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$89,44517.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M311.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$3M508.6KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.01%$78,03513.6KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$534,98655.8KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.01%$3M487.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$411M54.68MQ4 2025OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.01%$144,60028.0KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$55,6995.8KQ3 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$20,0862.7KQ4 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.01%$57,81012.2KQ2 2026
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.01%$58,26611.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$22M4.19MQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.01%$8,3291.6KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.01%$11,2801.5KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$305M58.90MQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$112,31321.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$875,477169.3KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$5M671.6KQ4 2025OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.01%$84,79611.3KQ4 2025OLDER
Sachetta, LLC$184M AUM0.01%$9,2651.8KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$1M271.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$676,56790.0KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$76M14.64MQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.00%$52,28410.1KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$1M209.8KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$118,71423.0KQ2 2026
Fairman Group, LLC$117M AUM0.00%$5,1701.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$48,98410.4KQ2 2026
Cetera Investment Advisers$94.0B AUM0.00%$4M792.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$28M5.40MQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$970,275187.7KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.00%$59,52211.5KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$422,15881.7KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$266,09551.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M620.8KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.00%$100,60910.5KQ3 2025OLDER
Performance Wealth Partners, LLC$3.4B AUM0.00%$148,49015.5KQ3 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.00%$143,46827.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$27M5.20MQ1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$6,7211.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$35M6.79MQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.00%$69,48013.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$3M350.0KQ4 2025OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.00%$10,3402.0KQ1 2026OLDER
Garde Capital, Inc.$1.7B AUM0.00%$65,90212.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M716.1KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$143,73127.8KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$16,5443.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$383,26274.1KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$345,44666.8KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$23,2604.5KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.00%$424,39444.3KQ3 2025OLDER
Rockwood Wealth Management, LLC$1.4B AUM0.00%$51,70010.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M1.22MQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.00%$76,82614.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$26M5.12MQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$108,14120.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$197,59738.2KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.00%$52,21710.1KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.00%$104,86444.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$848,293164.1KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$40,3737.8KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$47,8759.3KQ1 2026OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.00%$104,86820.3KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$13,1842.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$809,477156.6KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.00%$78,35115.2KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.00%$95,21813.4KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.00%$77,95415.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$7M1.30MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$724,59696.4KQ4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$495,20065.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$127M24.55MQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$135,66126.2KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.00%$200,33738.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M705.5KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$7,8841.5KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$77,55015.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$39,9657.7KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$557,005107.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$11M2.09MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$22M4.35MQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.00%$23,2654.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$5M919.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$145,67719.4KQ4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$71,53713.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$702,603135.9KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$358,62269.4KQ1 2026OLDER
Cedar Wealth Management, LLC$344M AUM0.00%$8,622900Q3 2025OLDER
Asset Planning,Inc$141M AUM0.00%$3,760500Q4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.00%$103,91720.1KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.00%$118,15522.9KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.00%$3,794396Q3 2025OLDER
Advisory Alpha, LLC$3.7B AUM0.00%$93,88718.2KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,5141.8KQ2 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$159,82530.9KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$780,62681.5KQ3 2025OLDER
Turim 21 Investimentos Ltda.$399M AUM0.00%$10,0501.9KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.00%$79,89016.9KQ2 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$828,631159.5KQ1 2026OLDER
McAdam, LLC$2.2B AUM0.00%$53,93910.4KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$203,28821.2KQ3 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$131,67713.7KQ3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$6,9741.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$816,183157.9KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$176,82523.5KQ4 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$189,21236.6KQ1 2026OLDER
Midway Capital Research & Management$106M AUM0.00%$2,456475Q1 2026OLDER
NVWM, LLC$449M AUM0.00%$10,3402.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$44,1318.5KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$108,02514.4KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M477.5KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$14,5142.8KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$13,4422.6KQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$2,707360Q4 2025OLDER
&PARTNERS$20.2B AUM0.00%$436,04884.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$296,13257.3KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$5,2891.0KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$129,71825.1KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.00%$74,54314.4KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$56,27510.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M461.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$519,036100.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$231,25944.7KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$5,499574Q3 2025OLDER
TOWER TRUST & INVESTMENT Co$165M AUM0.00%$3,344707Q2 2026
Vision Retirement, LLC$373M AUM0.00%$7,5201.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M285.6KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$31,369125.2KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$64,82913.7KQ2 2026
Center for Financial Planning, Inc.$958M AUM0.00%$18,1473.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$868,736168.0KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM0.00%$117,31215.6KQ4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M231.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$515,36299.7KQ2 2026
CITIGROUP INC$234.5B AUM0.00%$4M819.9KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$4,338839Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M1.07MQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M222.2KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$2,828547Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9M1.76MQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.00%$54,97310.6KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$25,8505.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$201,81239.0KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$42,9638.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M650.9KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$404,45061.4KQ2 2026
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$66,21712.8KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$53,08610.3KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$134,66826.0KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$108,22420.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$408,63279.0KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$5,1701.0KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M568.9KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$83,76016.2KQ1 2026OLDER
Reflection Asset Management$141M AUM0.00%$2,139250Q1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$314,02041.8KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M209.2KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$118,39322.9KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$108,52921.0KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$91,77817.8KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$43,2328.4KQ1 2026OLDER
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM0.00%$2,212231Q3 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$72,76814.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$773,949149.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M198.5KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$3,490675Q1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$57,51611.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$738,628142.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$109,94121.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$9M1.67MQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$2,874300Q3 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$268,96828.1KQ3 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$9,5801.0KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$61,59011.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M283.2KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$232,80945.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$130,45825.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$7M933.4KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M1.12MQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$71,8797.5KQ3 2025OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$62,08613.1KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$4M857.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M1.20MQ2 2026
Vontobel Holding Ltd.$29.1B AUM0.00%$337,32265.2KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$12,9252.5KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.00%$3,008400Q4 2025OLDER
OP Asset Management Ltd$8.4B AUM0.00%$95,57912.7KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$61,58511.9KQ1 2026OLDER
Friedenthal Financial$199M AUM0.00%$2,198425Q1 2026OLDER
Nvest Wealth Strategies, Inc.$143M AUM0.00%$1,551300Q1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$197,70638.2KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$2,895560Q1 2026OLDER
Tower View Wealth Management LLC$195M AUM0.00%$2,068400Q1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.00%$111,77521.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M615.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$66,75712.9KQ1 2026OLDER
Trinity Wealth Management, LLC$315M AUM0.00%$2,80010.0KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$283,61654.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$198,40438.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$683,490132.2KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$54,3857.2KQ4 2025OLDER
Clarity Asset Management, Inc.$198M AUM0.00%$1,861360Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$851,456164.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$182,25335.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$18,4123.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$753,750145.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M475.2KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$8,0141.6KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M251.9KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$69,27813.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M249.2KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$12,3401.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$244,74247.3KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$14,7352.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$995132.3KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$45,4288.8KQ2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$11M2.14MQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$3,516680Q1 2026OLDER
Orion Capital Management LLC$290M AUM0.00%$2,275440Q1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$6,016800Q4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$46,9449.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$726,151140.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$452,33987.5KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$349,10467.5KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$83,23911.1KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$360,87669.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$321,50762.2KQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM0.00%$3,852745Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$255,85349.5KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$2,256300Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M573.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M242.6KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$456,21188.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M270.7KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$1,859194Q3 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$134,64726.0KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$133,91925.9KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,520294Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$180,81035.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$12,3562.4KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.00%$900174Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$5,9971.2KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$43,9458.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$233,24045.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$95,75918.5KQ2 2026
High Note Wealth, LLC$509M AUM0.00%$3,102600Q1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$1,916200Q3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$492,44395.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$540,586104.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$44,5768.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$104,66520.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$310,40760.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$548,992106.2KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$1,835355Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$17,5063.4KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$303,14358.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M250.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$62,78412.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$661,243127.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$318,70861.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$141,98927.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$151,78420.2KQ4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$66,79112.9KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$1,810350Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$131,95513.8KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$129,86317.3KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$458,27088.6KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$21,8434.2KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$517100Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$124,59724.1KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$5,134993Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$323,13162.5KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$62,71212.1KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$17,4873.7KQ2 2026
Arax Advisory Partners$3.5B AUM0.00%$15,8652.5KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,275440Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$3,175614Q1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$105,03420.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$867,601170.5KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$2,585500Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,554687.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$433,91183.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$20,3963.9KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.00%$50798Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$10,2552.2KQ2 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$204,43239.5KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$107,76914.3KQ4 2025OLDER

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