SEC 13F Intelligence

ALGTALLEGIANT TRAVEL CO

CUSIP 01748X102 · Yahoo Finance ↗ · Google Finance ↗

Allegiant Travel Co (ALGT) has 239 institutional holders in Filings Flow’s 13F database, together reporting 18.72M shares worth $1.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Donald Smith & Co., Inc..

Institutional Holders
239
Q1 2026
Reported Value
$1.4B
Ticker
ALGT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 171Q4 ’18Q1 ’19: 170Q2 ’19: 166Q2 ’19Q3 ’19: 169Q2 ’21: 217Q2 ’21Q4 ’21: 216Q4 ’22: 181Q4 ’22Q4 ’25: 223Q1 ’26: 239Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $11.0BQ4 ’18Q1 ’19: $10.5BQ2 ’19: $2.0BQ2 ’19Q3 ’19: $2.8BQ2 ’21: $5.4BQ2 ’21Q4 ’21: $4.6BQ4 ’22: $393MQ4 ’22Q4 ’25: $1.3BQ1 ’26: $1.4BQ1 ’26Q2 ’26: $13Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Mountain Lake Investment Management LLC$155M AUM8.20%$11M126.5KQ4 2025OLDER
Turas Capital Management LP$392M AUM7.54%$30M364.2KQ1 2026OLDER
U S GLOBAL INVESTORS INC$858M AUM2.83%$24M299.2KQ1 2026OLDER
DONALD SMITH & CO., INC.$5.6B AUM2.43%$135M1.67MQ1 2026OLDER
PAR CAPITAL MANAGEMENT INC$3.5B AUM1.99%$69M846.2KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.87%$27M338.0KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.83%$17M211.8KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.76%$15M184.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.56%$9M108.0KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.50%$49M601.2KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.28%$1M21.0KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.22%$4M45.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.21%$11M131.5KQ1 2026OLDER
Oldfield Partners LLP$393M AUM0.21%$839,16910.4KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.17%$12M150.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.15%$4M60.1KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.13%$539,2406.7KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.13%$873,85410.8KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.12%$9M106.9KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.10%$446,9365.5KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$3M45.3KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.09%$22M271.3KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.09%$2M29.6KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.09%$2M29.2KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.07%$97,9351.21MQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.06%$4M46.4KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.06%$854,56710.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.06%$2M21.4KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.06%$378,6194.7KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$419,1874.9KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.05%$7M85.8KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$510,4716.3KQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM0.04%$3M34.2KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.04%$1M16.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.04%$6M73.6KQ2 2026
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.04%$6M72.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$71M871.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$21M254.8KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.03%$5M77.3KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M15.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$4M51.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$1M12.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$22M276.9KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$785,5499.7KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.03%$255,8103.0KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$308,5193.8KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$1M14.7KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$2M19.8KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.02%$388,9924.8KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$187,4462.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M66.9KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$246,6863.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$461,1995.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$483,7286.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M21.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$188,6301.6KQ2 2026
1620 INVESTMENT ADVISORS, INC.$148M AUM0.02%$24,798306Q1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$682,1608.0KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$101,6791.7KQ3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.02%$42,100358Q2 2026
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M22.4KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$459,7405.7KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.01%$68,9741.1KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$67M823.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$355,8583.0KQ2 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$4M48.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M91.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$948,01215.6KQ3 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$3M39.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$849,54210.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$6M76.8KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$243,1203.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$10M126.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M30.0KQ4 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$486,4026.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$257,3833.2KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$695,6478.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$486,2406.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M80.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$43,113532Q1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M33.4KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$960,14711.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$2M30.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$390,7754.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M27.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M161.2KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$601,8669.9KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$43M524.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$5M46.0KQ2 2026
First Eagle Investment Management, LLC$59.0B AUM0.01%$4M47.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$25M309.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$3M41.4KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$18,232353Q1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.01%$8,497140Q3 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$330,1574.1KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$6M79.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M35.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$570,0357.0KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.00%$221,7022.6KQ4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$237,2473.9KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$6M72.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$247,2533.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$208,2302.4KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$570,5227.0KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$3M44.9KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$77M944.1KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.00%$221,0772.7KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$5,34966Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$33M404.3KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$13,453166Q1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$962,59311.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$23M286.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$293,3653.6KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$661,4488.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$250,0083.1KQ1 2026OLDER
Crews Bank & Trust$690M AUM0.00%$21,881270Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$511,6206.0KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$97,8961.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$28,850356Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$170M2.09MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$610,60110.0KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$729,3609.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M28.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M40.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$326,9154.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M19.5KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.00%$245,6323.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$6,154112Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$549,2896.8KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$5,76249Q2 2026
Invesco Ltd.$653.3B AUM0.00%$15M182.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$38M441.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$8M96.0KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.00%$3M32.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$13,217155Q4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M45.7KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$239,9603.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$138M1.62MQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$586,3257.2KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$2M21.8KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$486,2406.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$7M89.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$29M359.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$12M146.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M13.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$48M595.1KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M13.0KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9M106.1KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M34.5KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$215,9892.5KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$11M133.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$54,864677Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M25.5KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$962,47211.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$269,6203.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$54M666.1KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$3,24240Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$504,7986.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M34.2KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$3,58142Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M60.9KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,29653Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$999,46512.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$614,6887.6KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$295,1483.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M22.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M25.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M12.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$221,7022.6KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$28,527352Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M81.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$10,374128Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$27,318338Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$222,0492.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$550,0186.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$7M80.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$39,548488Q2 2026
AXA Investment Managers S.A.$37.1B AUM0.00%$258,2124.2KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$44,248546Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$7,45590Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$628,5467.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$553,8276.8KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$8,325137Q3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M18.1KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$352,4665.8KQ3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$22,814194Q2 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$6,40279Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,74333Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$59,015710Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,18827Q1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$2,02625Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$367,3544.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M25.5KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$12,156150Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M16.9KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,83635Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M18.1KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$8,728105Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$238,7562.8KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$723,5258.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$481,5405.9KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2,02625Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$383,0764.7KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$2,35220Q2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$344,3394.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M14.8KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$7679Q4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$171,8052.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M61.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$653,4168.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$92,9251.1KQ2 2026
FMR LLC$1.90T AUM0.00%$6M75.6KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$4065Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M16.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$107,7021.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$334,3714.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$58,754725Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,05413Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M12.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,13514Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$7,77996Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$58,106717Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,82022.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$413,0615.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$950,92311.7KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$10,829127Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$6,11552Q2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$204,7882.5KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$2,35220Q2 2026
UMB Bank, n.a.$7.2B AUM0.00%$11,265139Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$97312Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$1,78322Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$3254Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$89111Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$309,4113.8KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$73012Q3 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$1,62120Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$9,076112Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$9,968123Q1 2026OLDER
United Financial Planning Group LLC$169M AUM0.00%$1771Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$160,3782.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$328,7044.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$449,2745.5KQ2 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,14428Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,45918Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M15.0KQ1 2026OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$2043Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$381,0004.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$37,360461Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1,36516Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$34,279402Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,86423Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$122,8411.5KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$871Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$17,054200Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$9,725120Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$30,552377Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$6488Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$6218Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5,10663Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,47090Q3 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$2563Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$6,32178Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$89111Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$16,044198Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,10913Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,13351Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$6488Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3,07938Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$7299Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4055Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,427141Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$5677Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$3656Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$81010Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2563Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4055Q2 2026

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