SEC 13F Intelligence

AIC3 AI INC

CUSIP 12468P104 · Yahoo Finance ↗ · Google Finance ↗

C3 Ai Inc (AI) has 316 institutional holders in Filings Flow’s 13F database, together reporting 83.96M shares worth $709M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
316
Q1 2026
Reported Value
$709M
Ticker
AI
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 218Q2 ’21Q4 ’21: 231Q4 ’21Q4 ’22: 197Q4 ’22Q4 ’25: 336Q4 ’25Q1 ’26: 316Q1 ’26Q2 ’26: 16Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $5.0BQ2 ’21Q4 ’21: $3.8BQ4 ’21Q4 ’22: $127MQ4 ’22Q4 ’25: $1.0BQ4 ’25Q1 ’26: $709MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
EVR Research LP$250M AUM4.37%$8M600.4KQ4 2025OLDER
DOW CHEMICAL CO /DE/$239M AUM0.78%$2M222.1KQ1 2026OLDER
Tiller Private Wealth, Inc.$281M AUM0.66%$2M222.1KQ1 2026OLDER
Themes Management Co LLC$162M AUM0.59%$959,164113.9KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.44%$2M127.3KQ3 2025OLDER
Crawford Fund Management, LLC$520M AUM0.42%$2M262.0KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.37%$2M174.9KQ4 2025OLDER
Zweig-DiMenna Associates LLC$722M AUM0.37%$3M318.9KQ1 2026OLDER
Shearwater Capital LLC$209M AUM0.31%$643,80870.8KQ2 2026
Atika Capital Management LLC$796M AUM0.29%$4M2.1KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.18%$6M658.6KQ1 2026OLDER
VARCOV Co.$268M AUM0.18%$474,36656.3KQ1 2026OLDER
Numerai GP LLC$997M AUM0.16%$2M192.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.16%$4M457.3KQ1 2026OLDER
KG Capital Management$139M AUM0.14%$550,63347.2KQ4 2025OLDER
Naviter Wealth, LLC$801M AUM0.13%$1M74.6KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.12%$3M175.9KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.11%$2M181.2KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.10%$140,21910.4KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.10%$4M262.6KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.10%$746,52688.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.09%$969,875115.2KQ1 2026OLDER
Scientech Research LLC$120M AUM0.09%$102,71612.2KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM0.08%$134,72016.0KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.08%$813,89789.5KQ2 2026
PDT Partners, LLC$1.7B AUM0.08%$1M159.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.08%$2M250.3KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$311,91423.1KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.07%$305,94936.3KQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.07%$240,57513.9KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$388,84649.9KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.07%$234,58127.9KQ1 2026OLDER
WT Wealth Management$336M AUM0.06%$221,93512.8KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$1M94.6KQ4 2025OLDER
Defiance ETFs, LLC$7.0B AUM0.06%$4M505.0KQ1 2026OLDER
Cane Capital Partners, LLC$229M AUM0.06%$133,24615.8KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M145.4KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.06%$341,36440.5KQ1 2026OLDER
Family Legacy Financial Solutions, LLC$164M AUM0.06%$72,8284.2KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$363,13417.3KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$10M1.19MQ1 2026OLDER
ORG Partners LLC$568M AUM0.04%$253,90218.8KQ4 2025OLDER
Alpine Global Management, LLC$668M AUM0.04%$206,12315.3KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.04%$443,00225.5KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$515,10261.2KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.04%$534,37563.5KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.04%$170,18512.6KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$8M444.6KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$72,1174.2KQ3 2025OLDER
Intentional Wealth Strategies, LLC$107M AUM0.03%$36,1644.3KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.03%$135,62210.1KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.03%$3M144.8KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.03%$167,55819.9KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.03%$2M183.8KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.03%$224,41512.9KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.03%$20M2.36MQ1 2026OLDER
Probity Advisors, Inc.$631M AUM0.03%$162,56519.3KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.03%$681,03750.5KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$8M463.6KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.03%$527,09262.6KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.02%$351,44043.7KQ3 2025OLDER
Zuckerman Investment Group, LLC$1.1B AUM0.02%$265,30215.3KQ3 2025OLDER
PCM Encore, LLC$486M AUM0.02%$114,97513.7KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.02%$89,46310.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.02%$848,079100.7KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.02%$520,20030.0KQ3 2025OLDER
Twelve Points Wealth Management LLC$455M AUM0.02%$89,96810.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$19M2.25MQ1 2026OLDER
PFG Advisors$2.1B AUM0.02%$449,41825.9KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M545.4KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.02%$46,2632.7KQ3 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.02%$589,56034.0KQ3 2025OLDER
MAYPORT, LLC$538M AUM0.02%$90,09410.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M132.6KQ4 2025OLDER
Aspect Partners, LLC$245M AUM0.02%$38,6654.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M93.7KQ4 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$271,78532.3KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$661,31549.1KQ4 2025OLDER
Focused Wealth Management, Inc$964M AUM0.01%$135,33910.0KQ4 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.01%$138,18510.1KQ4 2025OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$681,79539.3KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$11M1.25MQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.01%$468,04630.5KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M760.7KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$156,21618.6KQ1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.01%$926,200110.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$15M869.3KQ3 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$5M407.4KQ4 2025OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$606,60045.0KQ4 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$216,73116.1KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$6M759.2KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$271,90732.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$24M2.86MQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$2M281.8KQ1 2026OLDER
Olistico Wealth, LLC$234M AUM0.01%$22,7252.5KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$12M1.41MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$425,17850.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$8M927.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M260.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$18M1.77MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$969,319115.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$4M419.3KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.01%$12,7731.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M135.1KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$178,19221.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$5M538.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$10M1.22MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$12M1.38MQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$16,8402.0KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.01%$17,6822.1KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$8,67035Q3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.01%$3M162.7KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$9M670.3KQ4 2025OLDER
NFSG Corp$608M AUM0.01%$36,2064.3KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$125,98815.0KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$177,62821.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$49M5.84MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$4M330.0KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$62,3486.9KQ2 2026
Ameliora Wealth Management Ltd.$314M AUM0.01%$16,6381.2KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$40,4403.0KQ4 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.01%$7,031835Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$46M5.50MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$40M4.78MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$31M3.67MQ1 2026OLDER
BIP Wealth, LLC$2.5B AUM0.00%$139,00610.3KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$593,67770.5KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.00%$145,93517.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$65M4.82MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$220,60426.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$269,50620.0KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$72M8.54MQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$826,77598.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M108.5KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$55,776343.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$2M196.5KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$819,95747.3KQ3 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$182,78110.5KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$606,88872.1KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$127,14215.1KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.00%$97,09211.5KQ1 2026OLDER
PETERSON WEALTH MANAGEMENT$172M AUM0.00%$5,052600Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$3,370250Q4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$195M14.47MQ4 2025OLDER
Advocate Investing Services LLC$118M AUM0.00%$3,326395Q1 2026OLDER
United Community Bank$300M AUM0.00%$8,4201.0KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$115,26113.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$276,31132.8KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.00%$114,44613.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$86,28010.2KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$5,095378Q4 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.00%$177,30210.2KQ3 2025OLDER
Guerra Advisors Inc$271M AUM0.00%$6,832394Q3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M206.3KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$132,73115.8KQ1 2026OLDER
Graney & King, LLC$186M AUM0.00%$3,468200Q3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$158,16111.7KQ4 2025OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.00%$160,57411.9KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$273,65032.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$15M1.78MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$267,53819.8KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$93,67211.1KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$5,184211Q1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$3,663435Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$14,9761.1KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$28M3.28MQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$115,99413.8KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$16,0411.9KQ1 2026OLDER
Align Financial, LLC$176M AUM0.00%$3,376401Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$73,3218.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$7M872.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$9M1.04MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$103M12.21MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$301,92435.9KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$33,6804.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$903,331107.3KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$503,16259.8KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$6,736800Q1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$4,040233Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$55,8586.1KQ2 2026
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$3,477413Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$242,65628.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$919,873109.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$25M2.93MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M168.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$933,778110.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$266,72919.7KQ4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$97,09211.5KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$6,052349Q3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$9M1.04MQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$2,696200Q4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$333,26619.2KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$2M258.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$571,39067.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$226,70313.1KQ3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,482176Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$49M5.84MQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$81,6544.7KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$3M331.2KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$93,22611.1KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$245,20729.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M1.04MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$30,6063.4KQ2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$280,89016.2KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M156.6KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$48,94629.5KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M690.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$130,88715.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$9,7001.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$248,39029.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$202,76224.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$25,6563.0KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$135,59510.1KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$93,93411.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$27M3.15MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$4,917584Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$838,08299.5KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$23,3662.8KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$140,24416.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M150.2KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$36,8214.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$1,684200Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$964,267114.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$53,5936.4KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$2,181259Q1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$221.3KQ3 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$10,404600Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$197,66023.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M340.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$25,6393.0KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$637M AUM0.00%$3,745216Q3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$716,66885.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$12M1.52MQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M133.1KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$3,909290Q4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$97,23411.5KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$302,22122.4KQ4 2025OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$2,359175Q4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$234,47227.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M175.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$142,40510.6KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M330.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M152.9KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$1,523113Q4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$449,43733.3KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$441,57052.4KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$145,96110.8KQ4 2025OLDER
Kozak & Associates, Inc.$576M AUM0.00%$3,301350Q2 2026
Mariner, LLC$85.7B AUM0.00%$423,03724.4KQ3 2025OLDER
Archer Investment Corp$469M AUM0.00%$2,292170Q4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$4,791569Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$348,77841.4KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$140,44810.4KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$877,176105.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$322,45238.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$114,59613.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M246.0KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$471,50356.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M130.1KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$354,35742.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M296.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M168.7KQ1 2026OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$1,242132Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$237,02328.1KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.00%$75890Q1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$842100Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$178,03221.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$18,7641.4KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$310,06736.8KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$489,26058.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$322,17223.9KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$952,563113.1KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$875,377104.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$10,0621.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$218,09825.9KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$4,682556Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$4,449330Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$112,88713.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M184.3KQ2 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$4,387253Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$14,739850Q3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$15,0781.8KQ2 2026
CVA Family Office, LLC$950M AUM0.00%$2,560304Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$486,43257.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M177.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$146,49017.4KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$4,252505Q1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$18,1981.4KQ4 2025OLDER
Triumph Capital Management$491M AUM0.00%$1,263150Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$111,63213.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$124,86914.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$16,5262.0KQ1 2026OLDER
First Pacific Financial$777M AUM0.00%$1,734100Q3 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$80960Q4 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$1,305155Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$156,99118.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$17,4462.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$6,333813Q1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$69983Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$965,918114.7KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$70,6895.2KQ4 2025OLDER
BARRETT & COMPANY, INC.$291M AUM0.00%$63275Q1 2026OLDER
IFS Advisors, LLC$194M AUM0.00%$42150Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$439,11252.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$168,73720.0KQ1 2026OLDER
Eukles Asset Management$224M AUM0.00%$46355Q1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$6,740500Q4 2025OLDER
Quarry LP$558M AUM0.00%$1,28195Q4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$102,68212.2KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$2,272131Q3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$181,20721.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$173,40120.6KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$198,84123.6KQ1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$1,348100Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$69983Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$33,2591.9KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$32,5213.9KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,264139Q2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$93,79111.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$43,3502.5KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,346159.8KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$16,9672.0KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,442290Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$16,0701.9KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$1,330158Q1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$4,210500Q1 2026OLDER
PROATHLETE WEALTH MANAGEMENT LLC$361M AUM0.00%$51361Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$90,87110.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$7,031835Q1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$52362Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$36,4254.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4,093486Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2,763205Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$32,6622.4KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$4,881537Q2 2026
Optiver Holding B.V.$289.5B AUM0.00%$355,04742.2KQ2 2026
Arax Advisory Partners$3.5B AUM0.00%$4,170309Q4 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$7,924941Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$47235Q4 2025OLDER
Vision Retirement, LLC$373M AUM0.00%$40430Q1 2026OLDER
Amundi$367.1B AUM0.00%$382,77345.5KQ1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$842100Q1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$2,526300Q1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.00%$6,963827Q1 2026OLDER
Fairscale Capital, LLC$145M AUM0.00%$14317Q1 2026OLDER
YANKCOM Partnership$243M AUM0.00%$23628Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$103,12212.2KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$1,246148Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.00%$3,20020.0KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,214738Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,058482Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$30336Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$124,33814.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$242,55528.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,389165Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$8410Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M154.1KQ1 2026OLDER
North Capital, Inc.$118M AUM0.00%$875Q3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$1,888140Q4 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$33740Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$217,79012.6KQ3 2025OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,24972Q3 2025OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.00%$78045Q3 2025OLDER
Asset Dedication, LLC$1.4B AUM0.00%$86750Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$154,41418.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$15,4331.8KQ2 2026
Bell Investment Advisors, Inc$639M AUM0.00%$34641Q1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$8410Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$97,87411.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$35126Q4 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$42150Q1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$8410Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$58043Q4 2025OLDER
Networth Advisors, LLC$141M AUM0.00%$597Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$85,56211.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$174,62820.7KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$867103Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,64795Q3 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$1,230146Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$99,44911.8KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$48,4665.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$121,70314.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$4,674555Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$21,6142.6KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2,242266Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$32839Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$41,3504.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$14,0461.0KQ4 2025OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$9110Q2 2026
Altshuler Shaham Ltd$5.5B AUM0.00%$1,120133Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$4,959589Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$14,6591.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$86750Q3 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$16920Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$909100Q2 2026
Golden State Wealth Management, LLC$915M AUM0.00%$11814Q1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.00%$172Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,147255Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$25330Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$181Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$5,549659Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,725128Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$9,9881.2KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$172Q1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$253Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$141Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$232Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,364162Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$587Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$816Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1,354160Q1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$132Q1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$61Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$12715Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$172Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$425Q1 2026OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$425Q1 2026OLDER
NATIXIS$28.0B AUM0.00%$43852Q1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$253Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$202Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$34720Q3 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$91Q1 2026OLDER

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