SEC 13F Intelligence

AIOTPOWERFLEET INC

CUSIP 73931J109 · Yahoo Finance ↗ · Google Finance ↗

Powerfleet Inc (AIOT) has 191 institutional holders in Filings Flow’s 13F database, together reporting 116.82M shares worth $362M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Private Capital Management, LLC.

Institutional Holders
191
Q1 2026
Reported Value
$362M
Ticker
AIOT
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’19: 4Q3 ’19Q2 ’21: 69Q2 ’21Q4 ’21: 64Q4 ’21Q4 ’22: 46Q4 ’22Q4 ’25: 193Q4 ’25Q1 ’26: 191Q1 ’26Q2 ’26: 7Q2 ’26filingsflow.com
Total reported value
Q3 ’19: $4MQ3 ’19Q2 ’21: $464MQ2 ’21Q4 ’21: $240MQ4 ’21Q4 ’22: $54MQ4 ’22Q4 ’25: $612MQ4 ’25Q1 ’26: $362MQ1 ’26Q2 ’26: $9MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Kopion Asset Management, LLC$158M AUM5.87%$9M2.42MQ2 2026
Samjo Management, LLC$231M AUM5.32%$12M3.99MQ1 2026OLDER
325 CAPITAL LLC$274M AUM4.31%$12M3.84MQ1 2026OLDER
Bandera Partners LLC$221M AUM3.32%$7M2.38MQ1 2026OLDER
Stoic Point Capital Management LLC$103M AUM3.10%$4M690.0KQ4 2025OLDER
Potomac Capital Management, Inc.$115M AUM2.44%$3M911.2KQ1 2026OLDER
Private Capital Management, LLC$1.0B AUM2.29%$23M7.48MQ1 2026OLDER
Bastion Asset Management Inc.$328M AUM2.15%$7M1.94MQ1 2026OLDER
AWM Investment Company, Inc.$903M AUM1.60%$14M4.70MQ1 2026OLDER
1492 Capital Management LLC$263M AUM1.45%$4M1.24MQ1 2026OLDER
ABS Direct Equity Fund LLC$131M AUM1.04%$728,360139.0KQ3 2025OLDER
Voss Capital, LP$1.9B AUM1.01%$21M3.95MQ4 2025OLDER
GRIZZLYROCK CAPITAL, LLC$126M AUM0.98%$1M401.4KQ1 2026OLDER
Occam Crest Management LP$165M AUM0.73%$1M197.0KQ4 2025OLDER
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.63%$3M566.0KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.57%$11M3.44MQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.49%$17M5.51MQ1 2026OLDER
DISCIPLINED GROWTH INVESTORS INC /MN$4.9B AUM0.46%$23M7.32MQ1 2026OLDER
Lynrock Lake LP$1.5B AUM0.30%$4M1.42MQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.22%$867,174281.6KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.21%$6M1.10MQ4 2025OLDER
BANTAMAC CAPITAL, LLC$186M AUM0.17%$361,15967.9KQ4 2025OLDER
FOCUSED ALPHA, LLC$324M AUM0.17%$574,720108.0KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.15%$15M4.98MQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.13%$6M2.01MQ1 2026OLDER
9823 Capital, L.P.$132M AUM0.12%$181,07234.0KQ4 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.12%$2M552.7KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.12%$10M3.13MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.12%$708,825230.1KQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.11%$917,000175.0KQ3 2025OLDER
Diametric Capital, LP$385M AUM0.11%$427,020138.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.11%$2M653.5KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.10%$1M482.0KQ1 2026OLDER
Rock Creek Group LLC$988M AUM0.06%$532,000100.0KQ4 2025OLDER
Riverwater Partners LLC$300M AUM0.06%$177,31657.6KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.06%$385,79572.5KQ4 2025OLDER
AEGON ASSET MANAGEMENT UK PLC$7.5B AUM0.06%$5M878.0KQ4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.06%$913,528296.6KQ1 2026OLDER
First Dallas Securities Inc.$270M AUM0.05%$143,06646.5KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.05%$622,114202.0KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.05%$161,67252.5KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM0.05%$7M2.24MQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$521,980169.5KQ1 2026OLDER
R Squared Ltd$182M AUM0.04%$77,72425.2KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.03%$80,48726.1KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.03%$678,068220.2KQ1 2026OLDER
Clarus Group, Inc.$279M AUM0.03%$79,43325.8KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.03%$4M1.27MQ1 2026OLDER
Long Focus Capital Management, LLC$3.8B AUM0.03%$1M337.5KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.03%$418,264135.8KQ1 2026OLDER
Mill Road Capital Management LLC$191M AUM0.02%$46,50815.1KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.02%$166,33031.3KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.02%$147,74548.0KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$159,57851.8KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.02%$166,57954.1KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.01%$215,29269.9KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.01%$38,34012.4KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.01%$637,295206.9KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.01%$160,40952.1KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.01%$137,99444.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M465.1KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.01%$81,71715.6KQ3 2025OLDER
Hurley Capital, LLC$187M AUM0.01%$18,4806.0KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.01%$105,24734.2KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$3M935.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M1.53MQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$48,3229.1KQ4 2025OLDER
Maridea Wealth Management LLC$688M AUM0.01%$49,20916.0KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$99,90015.0KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.00%$64,99121.1KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.00%$81,51326.5KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.00%$43,12014.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$316,15759.4KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M1.20MQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.00%$52,68017.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M1.12MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$176,94057.4KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$779,103146.4KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M512.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.00%$43,87414.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$65,81721.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$10M3.22MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$13M4.13MQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.00%$58,58015.3KQ2 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M351.6KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$17,5543.4KQ3 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.00%$34,80111.3KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$886,014166.5KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$81,39226.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$125,14223.5KQ4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.00%$57,38617.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M483.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$212,64069.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$229,83974.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$6M1.12MQ3 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$102,49419.6KQ3 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$10,6772.0KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$155,82550.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$263,14185.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$100,27232.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$564,185183.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$31,98610.4KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$3,9391.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$36,70711.9KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$698,929226.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$105,04334.1KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$109,51620.9KQ3 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$95,59731.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$51M9.59MQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$347,464112.8KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$9,2403.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M532.8KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$75,98424.7KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$67,98022.0KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$32,14310.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M776.3KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$18,0883.4KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$11M3.67MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$101,89333.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$9M3.06MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$520,740169.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$31M9.97MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$39,74712.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M370.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$100,08832.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$461,473149.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M971.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$347,202112.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$130,78626.3KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M1.06MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$211,11439.7KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$231,85975.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$729,344236.8KQ1 2026OLDER
Swedbank AB$95.1B AUM0.00%$409,49078.1KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$145,86947.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$16M5.11MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$459,670149.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M777.7KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$69,43513.3KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$10M3.38MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$338,085109.8KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$428139Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$82,35215.7KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$246,76446.4KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$2M678.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$79,46425.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$240,61678.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$912,582296.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M823.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$84,62027.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$56,92118.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$34,45311.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$12,7604.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$63,79212.0KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$252,53982.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M555.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$639,374207.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$226,30673.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$951,269308.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$294,34095.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$107,18434.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$67,06121.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$570,092185.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$4,4811.5KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$585110Q4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$181,41258.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$537101Q2 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$513,457166.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$327,39361.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$921,521299.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$39,18412.7KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$195,16764.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$342,365111.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$105,26834.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$76,56324.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$55,50518.0KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$629164Q2 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$148,77648.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$687,983223.4KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$25,8408.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$158,56951.4KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$38,70912.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$69,97522.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$68,86322.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$58,72019.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$308,310100.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$102,48133.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$918,031298.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$421,825137.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,111685Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$54,36817.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$35,12711.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$10,4693.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$82,50126.8KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,774576Q1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$51,89216.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$26385.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$120,15739.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$789206Q2 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$44,00114.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$148,97748.4KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$13945Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$394,984136.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$5,6151.8KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$30,5509.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,306424Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,324430Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$50,87916.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$30,5699.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2,313751Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$9,1383.0KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$5919Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$18635Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$34,00011.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$8,5121.6KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$17657Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$31059Q3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3,9301.3KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$493160Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$683128Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,465475Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,725560Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$20467Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,057343Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,068996Q2 2026
FMR LLC$1.90T AUM0.00%$19,3176.3KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$51Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$742241Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$62Q1 2026OLDER

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