SEC 13F Intelligence

AHRTAH RLTY TR INC

CUSIP 04208T108 · Yahoo Finance ↗ · Google Finance ↗

Ah Rlty Tr Inc (AHRT) has 207 institutional holders in Filings Flow’s 13F database, together reporting 56.41M shares worth $302M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
207
Q1 2026
Reported Value
$302M
Ticker
AHRT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 139Q4 ’18Q1 ’19: 139Q2 ’19: 129Q2 ’19Q3 ’19: 143Q2 ’21: 147Q2 ’21Q4 ’21: 163Q4 ’22: 178Q4 ’22Q4 ’25: 213Q1 ’26: 207Q1 ’26Q2 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $455MQ4 ’18Q1 ’19: $691MQ2 ’19: $890MQ2 ’19Q3 ’19: $1.4BQ2 ’21: $5.4BQ2 ’21Q4 ’21: $6.3BQ4 ’22: $271MQ4 ’22Q4 ’25: $382MQ1 ’26: $302MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Cox Capital Mgt LLC$151M AUM1.31%$2M287.2KQ3 2025OLDER
Irenic Capital Management LP$1.5B AUM1.25%$19M3.49MQ1 2026OLDER
Berman McAleer LLC$733M AUM0.77%$6M1.02MQ1 2026OLDER
TT Capital Management LLC$121M AUM0.64%$772,613140.5KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.63%$632,500115.0KQ1 2026OLDER
Sterneck Capital Management, LLC$223M AUM0.36%$812,845147.8KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.32%$798,633145.2KQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.28%$5M825.5KQ1 2026OLDER
Adams Asset Advisors, LLC$891M AUM0.27%$2M439.9KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.26%$335,40950.7KQ4 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.16%$1M197.1KQ1 2026OLDER
Park Capital Management, LLC / WI$103M AUM0.13%$136,69724.9KQ1 2026OLDER
Crossingbridge Advisors, LLC$553M AUM0.11%$632,500115.0KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.09%$696,960126.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.06%$2M332.4KQ1 2026OLDER
Canal Capital Management, LLC$739M AUM0.05%$318,26046.3KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$1M182.6KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$513,12393.3KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.04%$6M1.01MQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.04%$133,44724.3KQ1 2026OLDER
Murphy Pohlad Asset Management LLC$279M AUM0.04%$110,22020.0KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.04%$248,05645.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.04%$133,27420.1KQ4 2025OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.03%$210,30030.0KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.03%$142,80226.0KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.03%$3M594.0KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.03%$266,56237.6KQ2 2026
State of Wyoming$844M AUM0.03%$265,30340.1KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$178,50325.5KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.03%$160,40229.2KQ1 2026OLDER
Able Wealth Management LLC$374M AUM0.02%$90,66219.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.02%$17M3.01MQ1 2026OLDER
Arbor Investment Advisors, LLC$768M AUM0.02%$160,38629.2KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.02%$70,10010.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.02%$100,29919.0KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.01%$2M317.0KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.01%$24,9594.5KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.01%$126,89623.1KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$127,95823.3KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.01%$6M1.12MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M464.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$683,782124.3KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.01%$80,76211.5KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$417,98476.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M1.27MQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.01%$136,37220.6KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$386,19470.2KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M158.7KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M277.9KQ4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.01%$110,35220.4KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$300,05854.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.00%$88,13913.3KQ4 2025OLDER
Quarry LP$558M AUM0.00%$20,1192.9KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$322,93858.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$598,796108.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$242,95436.7KQ4 2025OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$724,890109.5KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$10,7321.5KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M404.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$283,02542.8KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$254,65046.3KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M672.4KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.00%$68,10112.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$12M2.18MQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.00%$89,89216.3KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$926,799132.2KQ3 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$2,547398Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$206,65731.2KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$7,5371.4KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$92,25813.7KQ4 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$92,45113.7KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$852,371128.8KQ4 2025OLDER
Essential Partners LLC$250M AUM0.00%$4,706685Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$477,30272.1KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M300.0KQ4 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$601,288109.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$1M187.9KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.00%$2,804400Q3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$661,100120.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M737.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M1.32MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$515,28493.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$18,5712.6KQ2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$1M208.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M190.0KQ1 2026OLDER
Quotient Wealth Partners, LLC$3.8B AUM0.00%$61,29811.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$145,35721.2KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$77,31511.7KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$10M1.88MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$121,34518.3KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M215.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$186,16433.8KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$270,25949.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M637.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M382.0KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$45,6128.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$126,31323.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$22M4.03MQ1 2026OLDER
M&G Plc$19.4B AUM0.00%$221,10931.6KQ3 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$90,20513.6KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$36,7736.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$919,941167.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$208,55537.9KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$93,34214.1KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$123,12322.4KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$222,66840.5KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$11,8051.8KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$38,5887.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$7M1.18MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M1.40MQ1 2026OLDER
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.00%$59,01510.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$435,16679.1KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$184,18734.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$60M9.12MQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$742,874135.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$488,60988.8KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$163,35524.7KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$3M556.5KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$706,000100.7KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$884,479160.8KQ1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.00%$2,750500Q1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$32,6045.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M531.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$12M2.11MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$121,47922.1KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$86,89515.8KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$61,71011.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$70,77412.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$128,30023.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$18,4292.6KQ2 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$5,5001.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$37,5936.8KQ2 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$131,36119.8KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$38M6.85MQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$91,24313.8KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$212,41230.3KQ3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$94,71914.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M821.8KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$104,80715.0KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$534,57397.2KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$2,573367Q3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$595,144108.2KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$174,64231.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$870,012158.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$19M3.49MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$888,305161.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$451,50682.1KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$825150Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$12,2251.7KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$13,7022.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$12M2.09MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$97,77117.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M602.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M410.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M886.6KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$65,07611.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$99,03318.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M182.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,185179Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$9,0061.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$81,40014.8KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$475,12986.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$31,6435.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$72,06310.3KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M456.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$71,72113.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$14,6692.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$177,83626.3KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$38,0446.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$306,69755.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$218,17539.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M219.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$84,87115.4KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$364,12866.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M238.8KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,469216Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$869158Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$62,14611.3KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$243,71536.8KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$455,60082.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$642,63591.7KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$105,78719.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$11,6931.7KQ3 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$986149Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$784,472142.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,206172Q3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$53,98210.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1M186.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$104,69019.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M425.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$97,72417.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$89,64216.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$686,649124.8KQ2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$24,7504.5KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$4,907700Q3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$3,828696Q1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$6,7491.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$968175.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$120,20321.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$94,72117.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M245.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$178,36032.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$63,81211.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$533,00096.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$399,49872.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$891162Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$80,61512.2KQ4 2025OLDER
Amundi$367.1B AUM0.00%$322,17958.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$32,5935.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$80,11914.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$67,65012.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$58,09410.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,656301Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$72,24813.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$20,2863.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$142,84826.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$154,48628.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$912130Q3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$61,07311.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$4,015730Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$142,13125.8KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$8,1791.5KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$676100Q4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$88,62913.4KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$32,1755.8KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$3,515531Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$175,85332.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$77,28114.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$63,16711.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$92,76316.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$61,49611.2KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$22532Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$5,7481.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$79,24812.0KQ4 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$701100Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$47467Q2 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$2,650378Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,018185Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$23743Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$6612Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$18,9643.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$39656Q2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$2,569467Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$29845Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$9,5591.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,523230Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$9314Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$2,200400Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$21439Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$78,96314.4KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$142Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$9,0811.7KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$37468Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$4,187813Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$44467Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$22641Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$20938Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$71Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$748136Q2 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$35153Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$12619Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$7211Q4 2025OLDER

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