SEC 13F Intelligence

AIZASSURANT INC

CUSIP 04621X108 · Yahoo Finance ↗ · Google Finance ↗

Assurant Inc (AIZ) has 572 institutional holders in Filings Flow’s 13F database, together reporting 46.96M shares worth $9.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Bank Of New York Mellon Corp, and Blackrock, Inc..

Institutional Holders
572
Q1 2026
Reported Value
$9.1B
Ticker
AIZ
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 323Q4 ’18Q1 ’19: 350Q2 ’19: 339Q2 ’19Q3 ’19: 344Q2 ’21: 376Q2 ’21Q4 ’21: 388Q4 ’22: 395Q4 ’22Q4 ’25: 554Q1 ’26: 572Q1 ’26Q2 ’26: 27filingsflow.com
Total reported value
Q4 ’18: $21.4BQ4 ’18Q1 ’19: $24.5BQ2 ’19: $25.8BQ2 ’19Q3 ’19: $34.0BQ2 ’21: $61.5BQ2 ’21Q4 ’21: $56.5BQ4 ’22: $3.1BQ4 ’22Q4 ’25: $10.3BQ1 ’26: $9.1BQ1 ’26Q2 ’26: $21Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
LYRICAL ASSET MANAGEMENT LP$6.6B AUM2.03%$133M612.1KQ1 2026OLDER
Dockside LLC$397M AUM2.01%$8M36.7KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM1.36%$21M96.9KQ1 2026OLDER
EDMP, INC.$124M AUM1.20%$1M6.8KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM1.15%$6M26.5KQ1 2026OLDER
Shay Capital LLC$1.2B AUM1.13%$14M62.0KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM1.04%$6M27.8KQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM1.04%$2M8.0KQ1 2026OLDER
Dean Capital Management$241M AUM1.01%$2M11.2KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.84%$6M25.5KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.78%$26M117.5KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.68%$5M22.2KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.66%$22M102.3KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.51%$152M697.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.50%$1M4.7KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.50%$26M120.5KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.49%$712,6843.27MQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.48%$7M32.9KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.46%$2M7.0KQ1 2026OLDER
Valtrion Capital Management, LLC$106M AUM0.45%$472,6662.2KQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.41%$4M17.7KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.39%$18M84.6KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.38%$72M328.6KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.36%$84M348.6KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.35%$12M48.2KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.29%$78M356.5KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.29%$2M8.9KQ3 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.25%$89M408.6KQ1 2026OLDER
WFA Asset Management Corp$184M AUM0.24%$447,6342.3KQ3 2025OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.24%$6M27.8KQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.24%$1M4.7KQ1 2026OLDER
GoalFusion Wealth Management, LLC$220M AUM0.23%$517,0652.4KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.23%$38M172.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.23%$7M27.6KQ4 2025OLDER
Optimize Financial Inc$203M AUM0.23%$465,4602.1KQ1 2026OLDER
NDVR, Inc.$121M AUM0.22%$263,9721.1KQ4 2025OLDER
MQS Management LLC$148M AUM0.20%$298,8351.4KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.20%$5M24.7KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.20%$475,2612.2KQ1 2026OLDER
Scientech Research LLC$120M AUM0.20%$234,7991.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.19%$1.0B4.82MQ1 2026OLDER
R Squared Ltd$182M AUM0.19%$346,1001.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.19%$181M834.1KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.18%$1M5.5KQ3 2025OLDER
CFC Planning Co LLC$140M AUM0.18%$221,5821.0KQ3 2025OLDER
Accurate Wealth Management, LLC$831M AUM0.18%$2M6.9KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.18%$650,4893.0KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.18%$484,1922.2KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.18%$2M7.0KQ1 2026OLDER
Horizon Advisory Services, Inc.$195M AUM0.17%$339,4121.6KQ3 2025OLDER
Portfolio Design Labs, LLC$562M AUM0.17%$976,0524.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.17%$700,4773.2KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.17%$444,5502.0KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.17%$4M18.5KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.16%$3M14.6KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.15%$764,7313.5KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.15%$20M92.4KQ1 2026OLDER
MAYPORT, LLC$538M AUM0.15%$789,7793.6KQ1 2026OLDER
SCRATCH CAPITAL LLC$175M AUM0.14%$211,402976Q3 2025OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.13%$142M661.9KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.13%$280,7571.3KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.13%$5M22.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.12%$30M137.2KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.12%$15M70.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.12%$70M321.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.12%$17M77.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.12%$106M486.6KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.12%$402,0771.8KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.12%$75M344.6KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.11%$6M27.4KQ3 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.11%$5M21.5KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.11%$348,9321.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.10%$8M37.8KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.10%$10M44.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.10%$2M7.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.10%$138M632.9KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.10%$383,1281.8KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.10%$33M149.5KQ1 2026OLDER
Innova Wealth Partners$211M AUM0.10%$204,773940Q1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM0.09%$358,7331.6KQ1 2026OLDER
Crestmont Private Wealth LLC$317M AUM0.09%$296,8751.4KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.09%$2M9.2KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.09%$109M499.7KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.08%$23M107.4KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.08%$7M31.6KQ1 2026OLDER
McElhenny Sheffield Capital Management, LLC$403M AUM0.08%$314,0821.4KQ1 2026OLDER
FIL Ltd$128.7B AUM0.08%$99M456.4KQ1 2026OLDER
TOBIAS FINANCIAL ADVISORS, INC.$718M AUM0.08%$550,8412.5KQ1 2026OLDER
Asset Management Group, Inc.$619M AUM0.08%$471,3412.2KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.08%$123,934569Q1 2026OLDER
Alvarez & Marsal Private Wealth Partners, LLC$712M AUM0.07%$515,3382.4KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.07%$1M5.5KQ4 2025OLDER
Impact Partnership Wealth, LLC$810M AUM0.07%$548,9032.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.07%$201M922.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$22M101.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.07%$4M16.2KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.06%$340,5621.4KQ4 2025OLDER
EWA, LLC$441M AUM0.05%$217,833904Q4 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.05%$1M5.3KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$11M50.6KQ3 2025OLDER
Cynosure Group, LLC$800M AUM0.05%$503,6182.1KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$245M1.13MQ1 2026OLDER
111 Capital$406M AUM0.05%$206,048946Q1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.05%$171,634788Q2 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.05%$6M29.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.05%$4M17.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.05%$13M57.4KQ1 2026OLDER
Hilltop National Bank$468M AUM0.05%$230,399858Q2 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$7M29.2KQ4 2025OLDER
Humankind Investments LLC$175M AUM0.05%$205,337948Q3 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.05%$2M9.2KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.05%$4M43.1KQ2 2026
Dana Investment Advisors, Inc.$3.4B AUM0.05%$2M7.1KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$480,2712.2KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.04%$55M251.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$3M12.2KQ1 2026OLDER
LBP AM SA$7.3B AUM0.04%$3M14.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.04%$3M12.1KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.04%$2M9.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.04%$267M1.23MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M21.7KQ1 2026OLDER
Annex Advisory Services, LLC$5.3B AUM0.04%$2M9.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.04%$25M113.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$703,9623.2KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.04%$227,6111.0KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.04%$27M124.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.04%$31M143.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.04%$9M41.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$666,0633.1KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.04%$711,8383.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.04%$2M7.9KQ1 2026OLDER
SC&H Financial Advisors, Inc.$663M AUM0.04%$241,7691.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.04%$3M14.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$2M11.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$655M3.01MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.03%$221,100918Q4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$32M146.7KQ1 2026OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM0.03%$727,4853.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.03%$3M15.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$402,0101.9KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.03%$653,4303.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$19M87.3KQ3 2025OLDER
Ramirez Asset Management, Inc.$832M AUM0.03%$257,0161.2KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.03%$880,6524.0KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$295,1331.4KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.03%$280,1041.3KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$385,9591.8KQ1 2026OLDER
Claro Advisors Inc.$830M AUM0.03%$243,5121.1KQ1 2026OLDER
CATALYST FINANCIAL PARTNERS LLC$847M AUM0.03%$245,2541.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.03%$17M77.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.03%$249,7231.15MQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.03%$230,4621.1KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.03%$742,2172.8KQ2 2026
Quantinno Capital Management LP$59.9B AUM0.03%$16M74.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M30.6KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$526,0242.4KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.03%$699,5212.6KQ2 2026
AMERIFLEX GROUP, INC.$198M AUM0.03%$51,185235Q1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.03%$632,2572.9KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$3M13.5KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$3M13.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$57M263.0KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M9.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.6B6.65MQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.02%$70M320.2KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.02%$251,1351.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$299,7071.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$6M28.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$725,5203.3KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.02%$532,9812.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$22M99.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$33M153.8KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M8.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$42M191.0KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.02%$272,2631.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$46M212.8KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.02%$235,3161.1KQ1 2026OLDER
Czech National Bank$18.3B AUM0.02%$4M14.1KQ2 2026
Cromwell Holdings LLC$178M AUM0.02%$36,156166Q1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.02%$631,4312.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$23M106.0KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.02%$850,3563.9KQ1 2026OLDER
SOL Capital Management CO$206M AUM0.02%$217900Q4 2025OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.02%$301,8851.4KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.02%$413,8391.9KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.02%$29,645137Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$551M2.53MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$306M1.41MQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$101M462.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$35M158.9KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.02%$2M7.0KQ3 2025OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M8.2KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$35,739165Q3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$29M132.4KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$381,9881.6KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M61.9KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$706M3.24MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M13.8KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.02%$92,787426Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$8M34.7KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$775,1853.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$988,9304.1KQ4 2025OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$235,6611.1KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$10M46.0KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.02%$2M7.6KQ2 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M5.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$18M80.8KQ1 2026OLDER
WBH ADVISORY INC$1.3B AUM0.02%$216,3301.0KQ1 2026OLDER
OSSIAM$5.7B AUM0.02%$1M5.7KQ3 2025OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.02%$373,9801.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.02%$10M43.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$61M281.6KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.02%$5M24.8KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.02%$659,5293.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$102M466.5KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.02%$293,2211.4KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.02%$1M6.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$8M37.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$3M13.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$859M3.95MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$112M512.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M9.4KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M14.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$4M16.7KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.01%$111,083510Q1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.01%$333,0691.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M5.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$11M49.5KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$322,7941.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M18.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$571,0982.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$4M16.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$13M58.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$7M33.7KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.01%$25,000116Q1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$1M5.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$3M11.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M11.7KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$5M22.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$11M51.0KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$1M5.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$24M108.1KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.01%$191,673880Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$818,0943.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$22M99.0KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$273,7431.1KQ4 2025OLDER
Capula Management Ltd$14.1B AUM0.01%$2M7.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M11.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$308,8551.4KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$451,5931.9KQ4 2025OLDER
Sage Mountain Advisors LLC$1.4B AUM0.01%$222,425924Q4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M50.3KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$295,1331.4KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M8.1KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.01%$215,850991Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M6.6KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$377,4851.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$787,8873.6KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$203,217933Q1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$100,410461Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$8M37.1KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$161,118600Q2 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M27.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M15.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M12.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M5.0KQ4 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M7.6KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$3M12.2KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$529,4962.4KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$665,6673.1KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$316,9141.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$7M33.4KQ1 2026OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.01%$251,5721.2KQ2 2026
Dakota Wealth Management$4.6B AUM0.01%$575,1502.4KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$7M32.8KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$696,1383.2KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$566,3062.6KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$2M8.5KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.01%$251,3981.2KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$92,551427Q3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M20.4KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M14.2KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$309,4921.3KQ4 2025OLDER
NATIXIS$28.0B AUM0.01%$3M12.3KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$279,5641.2KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$398,5921.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$5M23.3KQ1 2026OLDER
Boston Partners$95.5B AUM0.01%$9M40.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M9.7KQ4 2025OLDER
Copia Wealth Management$146M AUM0.01%$13,50462Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$154M640.4KQ1 2026OLDER
Amundi$367.1B AUM0.01%$33M151.1KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$285,3321.3KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M9.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$163M750.4KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.01%$24,684113Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$10M45.0KQ1 2026OLDER
Quarry LP$558M AUM0.01%$47,047216Q1 2026OLDER
REAP Financial Group, LLC$507M AUM0.01%$42,509195Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$12M57.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$16M72.6KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$287,0671.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$11,69654Q3 2025OLDER
Quattro Advisors LLC$115M AUM0.01%$10,11442Q4 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$233,9281.1KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$164,067757Q3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M12.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$112,791518Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$265,7291.2KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$231,4441.1KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.01%$668,6773.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M66.9KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.01%$21,01097Q3 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.01%$2M10.6KQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.01%$10,89150Q1 2026OLDER
North Capital, Inc.$118M AUM0.01%$9,96446Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$37M169.9KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$16M72.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$5M23.5KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.01%$12,19856Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$289,2521.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$847,2813.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$28M126.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M8.6KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$1M6.8KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$429,1272.0KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$222,6651.0KQ3 2025OLDER
Cetera Trust Company, N.A$177M AUM0.01%$13,06960Q1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$294,4801.4KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$61,858284Q1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$378,9761.6KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$2M8.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$364,6141.7KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.01%$171,199786Q1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M8.2KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.01%$447,1642.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$8M35.1KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.01%$3M11.8KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$8,24537.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$8M35.2KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.01%$331,2891.5KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$1M5.2KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$9M43.1KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$461,4691.9KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$482,3572.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$24M112.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$65,253243Q2 2026
Jump Financial, LLC$7.5B AUM0.01%$473,5112.0KQ4 2025OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.01%$43,594181Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$79M361.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$21M98.4KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$252,0061.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M42.6KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$267,4711.2KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.01%$19,75182Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$47M217.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.01%$4M16.5KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.01%$13,42650Q2 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$349,1491.6KQ1 2026OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM0.01%$259,4121.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$16M65.7KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.01%$22,217102Q1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$206,484948Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$65,126299Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$12M53.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$1M4.7KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$1M5.1KQ3 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$4M16.6KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$216,172944Q1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$13,06960Q1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$203,105932Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$3M11.7KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$28,969133Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$5M23.5KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$565,4352.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$257,4691.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$30M138.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$256,5801.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M7.4KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$7,98037Q1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$283,8061.3KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$10,45548Q1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.00%$29,241135Q3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$3M13.2KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$439,3232.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$130,687600Q1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.00%$531,5362.5KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$17M78.1KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$30,106125Q4 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$10,89150Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$223,284927Q4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M10.0KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$5,88127Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M4.7KQ2 2026
Verition Fund Management LLC$15.4B AUM0.00%$884,3784.1KQ3 2025OLDER
Rakuten Investment Management, Inc.$49.2B AUM0.00%$1M4.5KQ4 2025OLDER
Basepoint Wealth LLC$175M AUM0.00%$6,31629Q1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$350,2421.6KQ3 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$728,5733.3KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$319,6491.5KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$9M43.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$22M99.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$11M52.1KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$355,1021.6KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$5,22724Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$609,8742.8KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$4M20.4KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$295,6551.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$698,8873.2KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.00%$49,443227Q1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$481,4592.0KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$14M64.1KQ1 2026OLDER
United Financial Planning Group LLC$169M AUM0.00%$5,44525Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M13.4KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$217,969905Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$17M79.7KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.00%$495,5182.3KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$16,86070Q4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$230,6611.1KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$13,28661Q1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M8.8KQ2 2026
COMMERCE BANK$20.7B AUM0.00%$601,3742.8KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$34,103127Q2 2026
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$354,5951.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M7.4KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M9.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M9.7KQ4 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$191,892881Q1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$1M5.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$291,7941.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$323,6661.5KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$801,5413.7KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$419,2841.9KQ1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$5,66326Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M8.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$488,5352.2KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$427,1252.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,59332Q2 2026
Creative Planning$147.4B AUM0.00%$4M17.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$206,449857Q4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$889,1004.1KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$340,2431.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$10,01946Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$697,3503.2KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$4,79222Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$53,581246Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M9.3KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$1M4.6KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$494,2812.3KQ3 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$212,558976Q1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.00%$334,7741.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$5M22.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$464,6602.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M10.0KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$302,7471.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$413,1851.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$21,12897Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M4.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M6.6KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$360,2581.7KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M6.2KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$184,267846Q1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$8,19738Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$3,49916Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$23,630108Q1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$20,14075Q2 2026
LPL Financial LLC$376.6B AUM0.00%$7M34.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$8M36.7KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$638,3332.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$143,769660Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$18,07883Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$29,187134Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$1M5.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$262,0261.2KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.00%$27,084126Q3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$283,3711.3KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$12,63358Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$494,4292.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$813,7383.7KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$263,3321.2KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$16,33675Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$10,23747Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$26M119.2KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$200,628833Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M6.7KQ1 2026OLDER
Eldridge Investment Advisors, Inc.$456M AUM0.00%$6,97032Q1 2026OLDER
HOWARD HUGHES MEDICAL INSTITUTE$416M AUM0.00%$2,64911Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$84,075386Q2 2026
True Wealth Design, LLC$360M AUM0.00%$5,44625Q1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$2,68610Q2 2026
Hilton Head Capital Partners, LLC$177M AUM0.00%$2,61412Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$511,9322.4KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$5,66326Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$8,05630Q2 2026
Lloyd Advisory Services, LLC.$349M AUM0.00%$4,80722Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$4,80722Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$1,5257Q1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$19,15797Q3 2025OLDER
Burk Holdings LLC$233M AUM0.00%$3,04914Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$5,22724Q1 2026OLDER

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