SEC 13F Intelligence

ALCALCON AG

CUSIP H01301128 · Yahoo Finance ↗ · Google Finance ↗

Alcon AG (ALC) has 646 institutional holders in Filings Flow’s 13F database, together reporting 226.99M shares worth $16.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Bank Of New York Mellon Corp, and Vanguard Capital Management LLC.

Institutional Holders
646
Q1 2026
Reported Value
$16.1B
Ticker
ALC
Quarters Tracked
7

Ownership Trend

Institutional holders
Q2 ’19: 466Q2 ’19Q3 ’19: 509Q3 ’19Q2 ’21: 516Q2 ’21Q4 ’21: 564Q4 ’21Q4 ’22: 542Q4 ’22Q4 ’25: 643Q4 ’25Q1 ’26: 646Q1 ’26filingsflow.com
Total reported value
Q2 ’19: $11.4BQ2 ’19Q3 ’19: $47.6BQ3 ’19Q2 ’21: $139.1BQ2 ’21Q4 ’21: $116.9BQ4 ’21Q4 ’22: $11.7BQ4 ’22Q4 ’25: $18.1BQ4 ’25Q1 ’26: $16.1BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Rudius Management LP$358M AUM37.76%$135M1.79MQ1 2026
Troy Asset Management Ltd$3.4B AUM5.28%$177M2.99MQ1 2026
Southpoint Capital Advisors LP$4.9B AUM5.27%$256M3.40MQ1 2026
WORMSER FRERES GESTION$139M AUM5.21%$7M95.2KQ1 2026
BRIDGER MANAGEMENT, LLC$128M AUM4.96%$6M84.3KQ1 2026
Martin Investment Management, LLC$334M AUM4.84%$19M255.6KQ3 2025OLDER
SIH Partners, LLLP$7.6B AUM4.06%$308M4.08MQ1 2026
Shorepath Capital Management LLC$121M AUM3.38%$4M46.5KQ2 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM3.12%$83M1.12MQ1 2026
SOROS CAPITAL MANAGEMENT LLC$230M AUM3.09%$7M94.3KQ1 2026
Pictet North America Advisors SA$1.0B AUM3.04%$31M414.4KQ1 2026
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM2.89%$175M2.37MQ1 2026
Socorro Asset Management LP$221M AUM2.83%$6M83.1KQ1 2026
M.D. Sass, LLC$1.3B AUM2.68%$34M431.0KQ4 2025OLDER
Ninety One North America, Inc.$2.2B AUM2.48%$55M747.6KQ1 2026
Ilex Capital Partners (UK) LLP$4.1B AUM2.28%$93M1.25MQ1 2026
Select Equity Group, L.P.$19.5B AUM2.14%$419M5.68MQ1 2026
FIRETRAIL INVESTMENTS PTY LTD$293M AUM2.14%$6M84.7KQ1 2026
Sofinnova Investments, Inc.$2.6B AUM2.09%$55M730.0KQ1 2026
SIRIOS CAPITAL MANAGEMENT L P$825M AUM2.00%$16M218.9KQ1 2026
Walter Public Investments Inc.$418M AUM1.89%$8M105.1KQ1 2026
Running Oak Capital LLC$741M AUM1.74%$13M171.1KQ1 2026
LaFleur & Godfrey LLC$803M AUM1.69%$14M180.4KQ1 2026
Vestal Point Capital, LP$3.6B AUM1.69%$60M800.0KQ1 2026
Liontrust Investment Partners LLP$5.9B AUM1.67%$113M1.41MQ4 2025OLDER
MCDANIEL TERRY & CO$1.2B AUM1.56%$18M244.0KQ1 2026
Aristotle Capital Management, LLC$47.8B AUM1.53%$732M9.72MQ1 2026
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM1.49%$52M696.7KQ1 2026
Burkett Asset Management Ltd$101M AUM1.48%$2M19.9KQ1 2026
Dundas Partners LLP$1.3B AUM1.48%$19M249.7KQ1 2026
Birch Hill Investment Advisors LLC$2.2B AUM1.40%$31M414.1KQ1 2026
Vontobel Holding Ltd.$29.1B AUM1.39%$405M5.46MQ1 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM1.34%$98M1.32MQ1 2026
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM1.33%$128M1.71MQ1 2026
XY Capital Ltd$101M AUM1.29%$2M26.1KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM1.29%$592M8.02MQ1 2026
Compagnie Lombard Odier SCmA$8.1B AUM1.27%$103M1.40MQ1 2026
CANTILLON CAPITAL MANAGEMENT LLC$15.1B AUM1.26%$189M2.51MQ1 2026
Summit Place Financial Advisors, LLC$208M AUM1.25%$3M34.6KQ1 2026
Ruffer LLP$2.4B AUM1.21%$27M308.6KQ2 2025OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM1.08%$31M405.0KQ1 2026
CAMDEN NATIONAL BANK$739M AUM1.05%$8M102.6KQ1 2026
NICHOLAS COMPANY, INC.$5.1B AUM1.02%$52M688.4KQ1 2026
GAM Holding AG$1.6B AUM1.00%$16M195.4KQ4 2025OLDER
NICHOLS & PRATT ADVISERS LLP /MA$1.5B AUM0.99%$15M203.0KQ1 2026
Sone Capital Management, LLC$1.2B AUM0.99%$12M155.8KQ1 2026
Ridge Creek Global, Inc$118M AUM0.97%$1M15.2KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.90%$17M221.8KQ1 2026
Taproot Management LP$530M AUM0.88%$5M62.0KQ1 2026
OAK ASSOCIATES LTD /OH/$1.5B AUM0.85%$13M167.7KQ1 2026
2Xideas AG$255M AUM0.84%$2M29.1KQ1 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.83%$155M2.05MQ1 2026
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM0.83%$7M88.5KQ4 2025OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.81%$18M232.6KQ1 2026
Sustainable Growth Advisers, LP$10.6B AUM0.78%$83M1.10MQ1 2026
Rhenman & Partners Asset Management AB$810M AUM0.76%$6M68.0KQ2 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.75%$61M813.9KQ1 2026
Findlay Park Partners LLP$7.2B AUM0.74%$72M810.6KQ2 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.68%$9M118.6KQ1 2026
Ceredex Value Advisors LLC$3.2B AUM0.67%$31M352.4KQ2 2025OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM0.64%$2M27.7KQ1 2026
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.62%$144M1.91MQ1 2026
Legacy Wealth Asset Management, LLC$456M AUM0.61%$2M33.0KQ1 2026
Marks Group Wealth Management, Inc$1.0B AUM0.60%$6M82.2KQ1 2026
LGT Group Foundation$8.2B AUM0.58%$48M642.7KQ1 2026
LANSDOWNE PARTNERS (UK) LLP$1.9B AUM0.54%$10M136.5KQ1 2026
Aperture Investors, LLC$791M AUM0.54%$4M56.4KQ1 2026
Fiera Capital Corp$29.2B AUM0.53%$155M2.06MQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.52%$312M4.13MQ1 2026
Minot DeBlois Advisors LLC$110M AUM0.52%$568,6947.5KQ1 2026
17 CAPITAL PARTNERS, LLC$194M AUM0.49%$960,33612.7KQ1 2026
Sciencast Management LP$785M AUM0.46%$4M48.3KQ1 2026
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.45%$937,45110.6KQ2 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.42%$108M1.45MQ3 2025OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.42%$31M409.0KQ1 2026
Baker Chad R$530M AUM0.39%$2M27.5KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.39%$367M4.98MQ1 2026
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.38%$11M148.9KQ1 2026
J. Safra Sarasin Holding AG$5.9B AUM0.37%$22M296.5KQ1 2026
swisspartners Advisors Ltd$159M AUM0.37%$447,4376.0KQ3 2025OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.36%$120M1.60MQ1 2026
Douglas Lane & Associates, LLC$6.9B AUM0.34%$24M312.2KQ1 2026
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.34%$9M123.6KQ1 2026
Phraction Management LLC$483M AUM0.33%$1M15.8KQ4 2025OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.32%$16M209.1KQ1 2026
BANQUE PICTET & CIE SA$14.2B AUM0.32%$45M615.6KQ1 2026
Generali Asset Management SPA SGR$4.8B AUM0.32%$15M258.4KQ1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.32%$21M282.7KQ1 2026
Scientech Research LLC$120M AUM0.30%$362,2834.8KQ1 2026
Rokos Capital Management LLP$13.2B AUM0.30%$68M769.8KQ2 2025OLDER
Heritage Family Offices, LLP$225M AUM0.28%$612,1078.2KQ3 2025OLDER
MONTAG & CALDWELL, LLC$457M AUM0.28%$1M14.6KQ2 2025OLDER
Madison Asset Management, LLC$8.1B AUM0.28%$22M296.1KQ1 2026
Climber Capital SA$153M AUM0.28%$419,7715.7KQ1 2026
M&G Plc$19.4B AUM0.27%$52M698.1KQ1 2026
Boston Common Asset Management, LLC$1.7B AUM0.27%$4M56.0KQ1 2026
Numerai GP LLC$997M AUM0.26%$3M34.4KQ1 2026
Greenfield Seitz Capital Management, LLC$332M AUM0.25%$825,23311.0KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.25%$20M262.7KQ1 2026
SEB Asset Management AB$23.4B AUM0.24%$57M775.8KQ1 2026
Thematics Asset Management$2.2B AUM0.24%$5M71.2KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.24%$3M36.9KQ4 2025OLDER
Canoe Financial LP$7.3B AUM0.23%$17M232.2KQ1 2026
Zurich Insurance Group Ltd/FI$12.7B AUM0.23%$30M403.7KQ1 2026
EFG International AG$4.7B AUM0.23%$11M144.9KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.22%$130M1.64MQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.22%$1.2B15.67MQ1 2026
Quantbot Technologies LP$2.4B AUM0.21%$5M68.6KQ1 2026
Corient IA LLC$106M AUM0.21%$224,5433.0KQ1 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.21%$691,8969.2KQ1 2026
BLI - Banque de Luxembourg Investments$3.3B AUM0.21%$7M88.7KQ1 2026
Advocacy Wealth Management, LLC$2.3B AUM0.21%$5M62.3KQ1 2026
Cardinal Capital Management$776M AUM0.20%$2M21.0KQ1 2026
Tranquility Partners, LLC$265M AUM0.20%$562,6086.4KQ2 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.20%$1M15.4KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.19%$161M2.18MQ1 2026
Troluce Capital Advisors LLC$1.6B AUM0.19%$3M40.5KQ1 2026
MIROVA$2.5B AUM0.18%$4M58.5KQ1 2026
Point72 Hong Kong Ltd$2.2B AUM0.18%$4M52.2KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.17%$52M703.4KQ1 2026
Patten Group, Inc.$575M AUM0.17%$1M13.3KQ1 2026
LGT Fund Management Co Ltd.$2.3B AUM0.17%$4M53.9KQ1 2026
TCTC Holdings, LLC$3.5B AUM0.17%$6M80.1KQ1 2026
PURSUE WEALTH PARTNERS LLC$167M AUM0.17%$286,0003.8KQ1 2026
HighVista Strategies LLC$362M AUM0.17%$660,64310.4KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.17%$126M1.93MQ1 2026
Argyle Capital Partners, LLC$139M AUM0.17%$233,6603.1KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.17%$806,12310.8KQ3 2025OLDER
AMF Tjanstepension AB$15.1B AUM0.16%$24M272.8KQ2 2025OLDER
Henry James International Management Inc.$334M AUM0.16%$442,3805.9KQ1 2026
Clear Harbor Asset Management, LLC$1.4B AUM0.16%$2M30.7KQ1 2026
Clearbridge Investments, LLC$114.9B AUM0.16%$178M2.38MQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.16%$8M102.9KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.15%$5M70.3KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.15%$3M35.2KQ1 2026
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.15%$17M197.2KQ2 2025OLDER
Texas Bank & Trust Co$266M AUM0.14%$376,9015.0KQ1 2026
OSSIAM$5.7B AUM0.14%$8M105.7KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.13%$157M2.07MQ1 2026
Focus Partners Wealth$89.9B AUM0.13%$117M1.56MQ1 2026
Chesley Taft & Associates LLC$2.6B AUM0.13%$3M41.3KQ1 2026
Trexquant Investment LP$13.9B AUM0.13%$18M234.8KQ1 2026
Bank Pictet & Cie (Europe) AG$4.7B AUM0.13%$6M80.5KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.13%$1M14.6KQ2 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.12%$12M161.0KQ1 2026
New Vernon Capital Holdings II LLC$136M AUM0.12%$262,1223.3KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.12%$375M4.98MQ1 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.12%$6M76.3KQ1 2026
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.12%$2M7.6KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.12%$2M23.0KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.12%$1M13.9KQ1 2026
Ruggaard & Associates LLC$252M AUM0.12%$304,5144.0KQ1 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.12%$2M20.8KQ1 2026
Amundi$367.1B AUM0.12%$430M5.71MQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.11%$35M477.2KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.11%$88M1.17MQ1 2026
Robeco Schweiz AG$4.7B AUM0.11%$5M70.3KQ1 2026
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.11%$2M30.7KQ4 2025OLDER
Wahed Invest LLC$770M AUM0.11%$831,35811.3KQ1 2026
First Affirmative Financial Network$258M AUM0.11%$277,3673.7KQ1 2026
Marotta Asset Management$601M AUM0.11%$578,0297.7KQ1 2026
ASR Vermogensbeheer N.V.$8.5B AUM0.11%$9M122.4KQ1 2026
Alyeska Investment Group, L.P.$35.4B AUM0.10%$30M336.4KQ2 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.10%$264M3.35MQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.10%$14M189.7KQ1 2026
UBS Group AG$666.3B AUM0.10%$680M9.02MQ1 2026
New Republic Capital, LLC$297M AUM0.10%$297,0363.9KQ1 2026
WealthTrust Axiom LLC$406M AUM0.10%$404,7805.4KQ1 2026
DV EQUITIES, LLC$558M AUM0.10%$554,7447.0KQ4 2025OLDER
Gerald Baker Financial Group LLC$316M AUM0.10%$306,8254.1KQ1 2026
GROUPAMA ASSET MANAGMENT$6.8B AUM0.10%$7M112.2KQ1 2026
AXA S.A.$256M AUM0.10%$34M380.5KQ2 2025OLDER
American Assets Investment Management, LLC$1.5B AUM0.10%$1M18.7KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.09%$3M40.1KQ1 2026
JARISLOWSKY, FRASER Ltd$18.2B AUM0.09%$17M230.4KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.09%$13M177.2KQ1 2026
YHB Investment Advisors, Inc.$1.4B AUM0.09%$1M17.4KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.09%$89M1.20MQ1 2026
Polar Capital Holdings Plc$28.2B AUM0.09%$17M235.0KQ2 2025OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.09%$256,2523.5KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.09%$80M1.08MQ1 2026
PARNASSUS INVESTMENTS, LLC$34.1B AUM0.09%$34M435.2KQ4 2025OLDER
Lion Street Advisors, LLC$289M AUM0.09%$256,7283.1KQ3 2025OLDER
EVERPAR ADVISORS LLC$352M AUM0.09%$221,6673.0KQ3 2025OLDER
ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM0.09%$205,4582.6KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.09%$283,1383.8KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.08%$329M4.35MQ1 2026
Morningstar Investment Management LLC$1.6B AUM0.08%$1M17.4KQ1 2026
Baron Wealth Management LLC$386M AUM0.08%$228,5572.6KQ2 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.08%$30M403.0KQ1 2026
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.08%$101M1.34MQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.08%$325M4.29MQ1 2026
AXA Investment Managers S.A.$37.1B AUM0.08%$29M385.0KQ3 2025OLDER
Choate Investment Advisors$5.1B AUM0.07%$4M49.5KQ1 2026
PCM Encore, LLC$486M AUM0.07%$348,1924.6KQ1 2026
ANCHYRA PARTNERS LLC$330M AUM0.07%$235,3183.1KQ1 2026
AVIVA PLC$59.6B AUM0.07%$42M574.8KQ1 2026
MCF Advisors LLC$2.3B AUM0.07%$2M20.7KQ1 2026
Legal & General Group Plc$432.4B AUM0.07%$291M3.95MQ1 2026
Woodline Partners LP$26.4B AUM0.07%$17M232.1KQ1 2026
Perbak Capital Partners LLP$406M AUM0.07%$264,7053.5KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.07%$71M936.9KQ1 2026
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.06%$2M27.6KQ1 2026
Cranbrook Wealth Management, LLC$492M AUM0.06%$317,4504.2KQ1 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM0.06%$478,8496.4KQ1 2026
Moors & Cabot, Inc.$2.3B AUM0.06%$2M20.0KQ1 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.06%$2M27.0KQ2 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.06%$99M1.33MQ1 2026
Wellspring Financial Advisors, LLC$1.3B AUM0.06%$849,49611.3KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.06%$20M268.2KQ1 2026
Quadcap Wealth Management, LLC$879M AUM0.06%$534,2337.1KQ1 2026
GUARDIAN CAPITAL LP$3.8B AUM0.06%$2M30.4KQ1 2026
XTX Topco Ltd$5.8B AUM0.06%$3M45.9KQ1 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.06%$6M49.5KQ2 2025OLDER
Cromwell Holdings LLC$223M AUM0.06%$104,7371.4KQ1 2026
Capital Investment Services of America, Inc.$958M AUM0.06%$548,8497.3KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.06%$1M19.7KQ3 2025OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.06%$736,2459.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.06%$484M6.43MQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.05%$313M4.16MQ1 2026
Portside Wealth Group, LLC$738M AUM0.05%$401,8415.3KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.05%$19M248.0KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.05%$665,2147.5KQ2 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$12M154.6KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.05%$87M1.16MQ1 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.05%$5M59.7KQ1 2026
BARCLAYS PLC$416.3B AUM0.05%$213M2.83MQ1 2026
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.05%$119,2041.6KQ1 2026
Cerity Partners LLC$70.8B AUM0.05%$35M467.0KQ1 2026
Live Oak Private Wealth LLC$717M AUM0.05%$354,7484.7KQ1 2026
FMR LLC$1.90T AUM0.05%$938M12.43MQ1 2026
Eisler Capital Management Ltd.$22.6B AUM0.05%$11M150.0KQ3 2025OLDER
Third View Private Wealth, LLC$730M AUM0.05%$356,0294.7KQ1 2026
Chicago Capital, LLC$3.7B AUM0.05%$2M24.0KQ1 2026
SYNOVUS FINANCIAL CORP$8.7B AUM0.05%$4M56.8KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.05%$112M1.51MQ1 2026
West Family Investments, Inc.$285M AUM0.05%$209,5972.8KQ3 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.05%$8M108.4KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.05%$52M699.0KQ1 2026
Andra AP-fonden$8.4B AUM0.04%$4M63.3KQ1 2026
CYPRESS ASSET MANAGEMENT INC/TX$455M AUM0.04%$200,4142.5KQ4 2025OLDER
Qtron Investments LLC$738M AUM0.04%$338,5054.2KQ4 2025OLDER
Value Partners Investments Inc.$1.3B AUM0.04%$575,4887.6KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.04%$1M19.4KQ1 2026
San Luis Wealth Advisors LLC$604M AUM0.04%$260,8313.5KQ1 2026
Korea Investment CORP$48.3B AUM0.04%$21M279.9KQ1 2026
Sivia Capital Partners, LLC$516M AUM0.04%$210,3442.7KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.04%$3M34.9KQ1 2026
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$285,4433.8KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.04%$244,1343.2KQ1 2026
WEALTH ALLIANCE, LLC$1.0B AUM0.04%$401,1245.3KQ1 2026
Ninety One UK Ltd$44.7B AUM0.04%$17M226.2KQ1 2026
S.A. Mason LLC$266M AUM0.04%$81,482923Q2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.04%$2M20.1KQ1 2026
One Wealth Advisors, LLC$803M AUM0.04%$318,7864.0KQ4 2025OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.04%$2M26.6KQ1 2026
Simmons Bank$1.5B AUM0.04%$562,1877.5KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.04%$35M474.4KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.04%$381,2715.1KQ1 2026
TWINBEECH CAPITAL LP$965M AUM0.04%$361,6804.8KQ1 2026
Alvarez & Marsal Private Wealth Partners, LLC$712M AUM0.04%$265,2323.5KQ1 2026
Verdence Capital Advisors LLC$1.7B AUM0.04%$633,3788.4KQ1 2026
Trust Co of the South$710M AUM0.04%$227,9343.0KQ1 2026
Intesa Sanpaolo Wealth Management$410M AUM0.04%$146,4422.0KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$44M585.6KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.04%$6M77.9KQ1 2026
Legacy Financial Advisors, Inc.$715M AUM0.04%$225,0432.5KQ2 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$29M393.8KQ3 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.03%$93,2841.2KQ1 2026
FIRST MERCHANTS CORP$2.6B AUM0.03%$918,37311.7KQ4 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.03%$240,9653.2KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$61M812.4KQ1 2026
1832 Asset Management L.P.$108.8B AUM0.03%$36M473.5KQ1 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.03%$2M25.6KQ2 2025OLDER
Headlands Technologies LLC$878M AUM0.03%$404,5155.4KQ3 2025OLDER
MJP ASSOCIATES INC /ADV$824M AUM0.03%$242,5423.3KQ3 2025OLDER
Metis Global Partners, LLC$4.1B AUM0.03%$1M17.0KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.03%$26M343.5KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$4M47.2KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$1M12.8KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M17.6KQ1 2026
PALLADIEM, LLC$105M AUM0.03%$31,502407Q1 2026
USS Investment Management Ltd$25.6B AUM0.03%$7M100.4KQ1 2026
Connecticut Wealth Management, LLC$2.4B AUM0.03%$694,4269.2KQ1 2026
VestGen Advisors, LLC$3.8B AUM0.03%$872,65911.7KQ3 2025OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.03%$907,30312.0KQ1 2026
NIXON PEABODY TRUST CO$1.3B AUM0.03%$357,1594.7KQ1 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.03%$53,604720Q1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$1M15.6KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.03%$1.1B14.87MQ1 2026
NORDEN GROUP LLC$1.0B AUM0.03%$289,3823.8KQ1 2026
May Hill Capital, LLC$371M AUM0.03%$209,0042.7KQ4 2025OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.03%$2M25.3KQ1 2026
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM0.03%$2M20.4KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.03%$248M3.15MQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$12M157.6KQ1 2026
DEARBORN PARTNERS LLC$1.8B AUM0.03%$477,8706.3KQ1 2026
SAWGRASS ASSET MANAGEMENT LLC$664M AUM0.03%$227,3212.6KQ2 2025OLDER
Atria Investments, Inc$8.9B AUM0.03%$2M30.1KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.03%$33M436.9KQ1 2026
ALTFEST L J & CO INC$935M AUM0.02%$228,2342.9KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$7M99.6KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.7B21.46MQ4 2025OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.02%$246,7702.8KQ2 2025OLDER
Calydon Capital$613M AUM0.02%$245,4182.8KQ2 2025OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.02%$5M62.0KQ1 2026
SYON CAPITAL LLC$2.0B AUM0.02%$474,9316.3KQ1 2026
Entropy Technologies, LP$2.2B AUM0.02%$318,9034.3KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.02%$2M20.7KQ1 2026
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$427,0845.7KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.02%$477,3866.4KQ3 2025OLDER
Trust Point Inc.$1.2B AUM0.02%$260,6383.5KQ1 2026
Nuveen, LLC$369.3B AUM0.02%$83M1.12MQ1 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.02%$1M12.5KQ2 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.02%$1M19.3KQ1 2026
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$525,7437.1KQ3 2025OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.02%$375,5445.0KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.02%$13M169.4KQ1 2026
State of Wyoming$844M AUM0.02%$172,9412.0KQ2 2025OLDER
Weiss Asset Management LP$5.9B AUM0.02%$2M23.3KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$203,5962.7KQ1 2026
Arnhold LLC$1.4B AUM0.02%$222,9952.5KQ2 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$3M35.2KQ1 2026
Owl Creek Wealth Partners LLC$281M AUM0.02%$56,814754Q1 2026
Park Place Capital Corp$499M AUM0.02%$100,7431.3KQ1 2026
Clean Yield Group$355M AUM0.02%$71,583950Q1 2026
Dorsey & Whitney Trust CO LLC$1.8B AUM0.02%$362,3594.8KQ1 2026
SIERRA OCEAN, LLC$122M AUM0.02%$27,190308Q2 2025OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.02%$153,7682.5KQ1 2026
Phoenix Financial Ltd.$10.5B AUM0.02%$1M16.6KQ2 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$890,18511.8KQ1 2026
LRI Investments, LLC$1.1B AUM0.02%$213,2832.8KQ1 2026
FIL Ltd$128.7B AUM0.02%$24M320.7KQ1 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$55,561750Q1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$6M77.2KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M48.0KQ1 2026
Exane Asset Management$489M AUM0.02%$87,9061.3KQ1 2026
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.02%$1M18.3KQ1 2026
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M14.3KQ1 2026
Keel Point, LLC$1.5B AUM0.02%$295,5393.8KQ4 2025OLDER
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM0.02%$229,7423.0KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M24.0KQ1 2026
Ethos Financial Group, LLC$1.4B AUM0.02%$240,5173.2KQ1 2026
HARDING LOEVNER LP$9.7B AUM0.02%$2M22.6KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$17M223.7KQ1 2026
Hardy Reed LLC$1.4B AUM0.02%$238,5593.2KQ1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.02%$14,125160Q2 2025OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.02%$631,5008.4KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$235M3.12MQ1 2026
Rosenberg Matthew Hamilton$488M AUM0.02%$83,4121.1KQ1 2026
Argent Trust Co$2.9B AUM0.02%$498,8956.6KQ1 2026
Advisor OS, LLC$1.4B AUM0.02%$207,5192.6KQ4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.02%$18,084240Q1 2026
PDS Planning, Inc$1.5B AUM0.02%$221,7592.5KQ2 2025OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$226,9732.9KQ4 2025OLDER
Kathmere Capital Management, LLC$1.6B AUM0.02%$263,9513.5KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$747,8499.9KQ1 2026
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.02%$8M102.0KQ1 2026
eCIO, Inc.$228M AUM0.02%$34,598439Q4 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.02%$1M18.0KQ1 2026
Walleye Capital LLC$24.0B AUM0.02%$4M49.4KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$3M40.1KQ1 2026
HANCOCK WHITNEY CORP$5.8B AUM0.01%$839,01911.2KQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$8M112.4KQ1 2026
Centiva Capital, LP$13.6B AUM0.01%$2M22.5KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$26M349.1KQ3 2025OLDER
CW Advisors, LLC$10.3B AUM0.01%$1M16.6KQ2 2025OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.01%$209,9722.7KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$524,2997.0KQ1 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.1B AUM0.01%$283,8443.8KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$17M228.0KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$51M675.5KQ1 2026
Checchi Capital Advisers, LLC$2.0B AUM0.01%$240,6912.7KQ2 2025OLDER
ALLIANZ SE$9.0B AUM0.01%$1M16.4KQ1 2026
Prime Capital Investment Advisors, LLC$8.6B AUM0.01%$1M14.3KQ3 2025OLDER
SUMMITRY LLC$2.8B AUM0.01%$320,2394.1KQ4 2025OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.01%$31,815427Q3 2025OLDER
Hilltop National Bank$468M AUM0.01%$55,759740Q1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M18.1KQ1 2026
LONDON CO OF VIRGINIA$16.2B AUM0.01%$2M28.7KQ1 2026
Hilltop Holdings Inc.$1.1B AUM0.01%$219,0302.8KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$843,67211.2KQ1 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$32,664370Q2 2025OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$307,9114.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$79M1.04MQ1 2026
Simplicity Wealth,LLC$1.8B AUM0.01%$213,0232.7KQ4 2025OLDER
Aberdeen Group plc$61.9B AUM0.01%$8M102.4KQ1 2026
Compound Planning, Inc.$3.3B AUM0.01%$404,4205.4KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M13.5KQ1 2026
TFC Financial Management, Inc.$812M AUM0.01%$100,4421.3KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.01%$298,0563.4KQ2 2025OLDER
M&T BANK CORP$29.2B AUM0.01%$4M47.6KQ1 2026
ABN AMRO Bank N.V.$9.3B AUM0.01%$1M14.9KQ1 2026
SYNTAX RESEARCH, INC.$157M AUM0.01%$18,838250Q1 2026
CHOREO, LLC$8.1B AUM0.01%$975,15812.9KQ1 2026
North Capital, Inc.$118M AUM0.01%$14,977201Q3 2025OLDER
Twin Tree Management, LP$4.7B AUM0.01%$538,4517.1KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.01%$1M13.8KQ4 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$959,35612.7KQ1 2026
AllSquare Wealth Management LLC$189M AUM0.01%$20,337273Q4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.01%$818,83610.4KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$56M760.5KQ1 2026
Banco Santander, S.A.$12.4B AUM0.01%$1M17.4KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.01%$11M151.1KQ1 2026
Evelyn Partners Investment Management (Europe) Ltd$291M AUM0.01%$30,154400Q1 2026
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.01%$695,7829.2KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.01%$7M96.1KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.01%$21M291.4KQ1 2026
Pacifica Partners Inc.$301M AUM0.01%$30,893410Q1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M54.4KQ1 2026
Alberta Investment Management Corp$16.7B AUM0.01%$2M22.4KQ1 2026
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.01%$641,4558.5KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M23.6KQ1 2026
Ethic Inc.$6.4B AUM0.01%$623,1448.3KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.01%$2M28.9KQ1 2026
Indiana Trust & Investment Management Co$324M AUM0.01%$31,760403Q4 2025OLDER
MidFirst Bank$1.2B AUM0.01%$110,2371.5KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$9M121.2KQ1 2026
BARRETT & COMPANY, INC.$291M AUM0.01%$26,373350Q1 2026
Mutual Advisors, LLC$4.7B AUM0.01%$422,1615.6KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M22.0KQ1 2026
AlphaCore Capital LLC$4.2B AUM0.01%$400,0405.1KQ4 2025OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$12,735169Q1 2026
Security National Bank$838M AUM0.01%$60,280800Q1 2026
True Wealth Design, LLC$360M AUM0.01%$31,572419Q1 2026
Sowell Financial Services LLC$2.7B AUM0.01%$236,5283.1KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$23M314.0KQ1 2026
US BANCORP \DE\$82.4B AUM0.01%$7M94.6KQ1 2026
GABELLI FUNDS LLC$14.8B AUM0.01%$1M17.0KQ1 2026
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$212,3132.4KQ2 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$2M21.4KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$18M239.7KQ1 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$318,6804.3KQ3 2025OLDER
Millstone Evans Group, LLC$167M AUM0.01%$13,488179Q1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$19M292.6KQ1 2026
Caprock Group, LLC$4.1B AUM0.01%$331,3924.4KQ1 2026
Apollon Wealth Management, LLC$6.2B AUM0.01%$494,8996.6KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.01%$43,402576Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$38M504.2KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$17M230.3KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M30.0KQ1 2026
Vident Advisory, LLC$11.7B AUM0.01%$910,31912.1KQ1 2026
Evelyn Partners Investment Management Services Ltd$850M AUM0.01%$65,434868Q1 2026
Manchester Capital Management LLC$694M AUM0.01%$52,595698Q1 2026
Summit Trail Advisors, LLC$7.0B AUM0.01%$526,2447.0KQ1 2026
Arlington Trust Co LLC$1.2B AUM0.01%$83,9401.1KQ1 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.01%$324,3333.7KQ2 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M24.4KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$54M720.2KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$302,9834.0KQ1 2026
Physician Wealth Advisors, Inc.$719M AUM0.01%$50,410669Q1 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$8M104.4KQ1 2026
Advocate Investing Services LLC$118M AUM0.01%$8,063107Q1 2026
MORGAN STANLEY$1.67T AUM0.01%$112M1.42MQ1 2026
Walleye Trading LLC$60.0B AUM0.01%$4M52.8KQ1 2026
Frazier Financial Advisors, LLC$181M AUM0.01%$11,165142Q4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M49.9KQ1 2026
Signature Equity Partners, LLC$186M AUM0.01%$12,219162Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$214,8972.9KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$209,5112.8KQ1 2026
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$809,18410.7KQ1 2026
Independent Advisor Alliance$9.3B AUM0.01%$226,7912.6KQ2 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$73,069980Q1 2026
Dixon Mitchell Investment Counsel Inc.$2.9B AUM0.01%$186,9432.5KQ1 2026
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.01%$13,638181Q1 2026
Marex Group Ltd$15.8B AUM0.01%$1M13.4KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.01%$100M1.35MQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.01%$71,387963Q1 2026
&PARTNERS$20.2B AUM0.01%$1M17.1KQ1 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.01%$554,6517.4KQ1 2026
Measured Wealth Private Client Group, LLC$366M AUM0.01%$22,906304Q1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$359,7964.8KQ1 2026
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$521,3286.6KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M64.3KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M28.9KQ1 2026
Whipplewood Advisors, LLC$193M AUM0.01%$11,604154Q1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$509,7436.8KQ1 2026
WealthCollab, LLC$243M AUM0.01%$14,392191Q1 2026
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.01%$61,787820Q1 2026
Creative Planning$147.4B AUM0.01%$9M114.3KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$3M43.7KQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$3M39.0KQ2 2025OLDER
APG Asset Management US Inc.$13.0B AUM0.01%$769,70910.3KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$11M139.9KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.01%$2M25.3KQ1 2026
Verition Fund Management LLC$15.4B AUM0.01%$1M17.7KQ4 2025OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$478,7746.4KQ1 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$308,2303.9KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$3M47.1KQ1 2026
Valeo Financial Advisors, LLC$4.7B AUM0.01%$218,6242.9KQ1 2026
Ares Financial Consulting, LLC$139M AUM0.01%$6,49486Q1 2026
Perigon Wealth Management, LLC$5.5B AUM0.01%$280,6043.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M45.0KQ1 2026
Dakota Wealth Management$4.6B AUM0.00%$228,0103.0KQ1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M17.2KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$16M208.5KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$364,0914.8KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.00%$336,8904.5KQ1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$379,8484.3KQ2 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$3M40.8KQ1 2026

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