SEC 13F Intelligence

ALNTALLIENT INC

CUSIP 019330109 · Yahoo Finance ↗ · Google Finance ↗

Allient Inc (ALNT) has 214 institutional holders in Filings Flow’s 13F database, together reporting 12.93M shares worth $748M as of Q1 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
214
Q1 2026
Reported Value
$748M
Ticker
ALNT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 99Q4 ’18Q1 ’19: 87Q2 ’19: 82Q2 ’19Q3 ’19: 73Q2 ’21: 80Q2 ’21Q4 ’21: 88Q4 ’22: 85Q4 ’22Q4 ’25: 182Q1 ’26: 214Q1 ’26Q2 ’26: 10filingsflow.com
Total reported value
Q4 ’18: $123MQ4 ’18Q1 ’19: $152MQ2 ’19: $133MQ2 ’19Q3 ’19: $155MQ2 ’21: $226MQ2 ’21Q4 ’21: $435MQ4 ’22: $169MQ4 ’22Q4 ’25: $664MQ1 ’26: $748MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Juniper Investment Company, LLC$313M AUM15.01%$47M795.9KQ1 2026OLDER
Teton Advisors, LLC$142M AUM1.91%$3M46.0KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM1.02%$19M323.5KQ1 2026OLDER
Telemark Asset Management, LLC$1.1B AUM0.82%$9M150.0KQ1 2026OLDER
G2 Investment Partners Management LLC$406M AUM0.67%$3M46.4KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.62%$2M41.6KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.47%$3M31.3KQ2 2026
Zweig-DiMenna Associates LLC$722M AUM0.38%$3M47.0KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.37%$2M41.8KQ1 2026OLDER
HERALD INVESTMENT MANAGEMENT Ltd$718M AUM0.33%$2M40.0KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.28%$5M89.5KQ4 2025OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.27%$6M100.8KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.22%$4M62.2KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.22%$8M134.5KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.21%$1M19.8KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.20%$1M22.3KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.19%$15M247.0KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.19%$2M27.5KQ1 2026OLDER
Ellsworth Advisors, LLC$532M AUM0.17%$919,73615.6KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.16%$22M374.0KQ1 2026OLDER
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM0.16%$312,1135.3KQ1 2026OLDER
FORMULA GROWTH LTD$222M AUM0.16%$447,50010.0KQ3 2025OLDER
WHITE PINE CAPITAL LLC$355M AUM0.14%$511,7788.7KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.14%$2M26.4KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.14%$2M35.6KQ1 2026OLDER
Meixler Investment Management, Ltd.$186M AUM0.13%$213,9954.8KQ3 2025OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.13%$881,26914.9KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.12%$10M171.9KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.12%$405,4166.9KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.10%$10M175.1KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.05%$6M105.3KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M29.9KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.04%$410,5576.9KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.04%$5M89.1KQ1 2026OLDER
Balboa Wealth Partners$596M AUM0.04%$226,5513.8KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.03%$63,7811.1KQ1 2026OLDER
JAG CAPITAL MANAGEMENT, LLC$889M AUM0.03%$301,7735.1KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.03%$464,2707.9KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.03%$129,9982.2KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.03%$936,51715.8KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$10,105188Q4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.03%$214,1423.6KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.03%$4M68.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.03%$3M56.9KQ3 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.03%$649,59114.5KQ3 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.02%$450,2667.6KQ1 2026OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.02%$296,1005.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$13M214.1KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.02%$3M54.9KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$1M19.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$3M46.2KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$963,16716.3KQ1 2026OLDER
Silver Grove Financial Group, Inc.$124M AUM0.02%$23,636400Q1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$325,5865.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$384,4996.5KQ1 2026OLDER
EDGEWOOD MANAGEMENT LLC$15.5B AUM0.01%$2M38.8KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.01%$21M353.4KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$99,3902.2KQ3 2025OLDER
USA FINANCIAL FORMULAS$531M AUM0.01%$75,7531.3KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.01%$554,2649.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M24.6KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$3M45.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$834,52814.1KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M48.4KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.01%$114,1791.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M100.2KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.01%$432,8488.1KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$684,32111.6KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$505,6076.6KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.01%$230,4513.9KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$50,108848Q1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$211,8383.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$36M605.3KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$66,8651.2KQ4 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$313,1775.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M24.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M153.8KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$72,360703Q2 2026
XTX Topco Ltd$5.8B AUM0.01%$369,8446.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$122M2.06MQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$3M55.9KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$226,2344.2KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$382,0766.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$472,8978.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$379,0626.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M70.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$379,1226.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$9M146.7KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$10,282174Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$10M174.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M38.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M63.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$135,2572.3KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$15,194257Q1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$4,25472Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$296,0415.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M56.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$560,0559.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M55.4KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$625,85114.0KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M57.8KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$416,6447.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$258,0464.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$638,17210.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$473,4888.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M37.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M17.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$544,4559.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$71,9131.2KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$17,727300Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$240,6144.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$791,80613.4KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$500,1978.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$177,9182.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$26M438.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$10M166.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M49.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M96.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M50.8KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$326,1837.3KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$38,599375Q2 2026
Arizona State Retirement System$17.1B AUM0.00%$219,9923.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$10M164.0KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.00%$310,2225.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$287,6086.4KQ3 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$248,1784.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$70M1.18MQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M30.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$66,7131.1KQ2 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$921,09515.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M72.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$691,41311.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$43,077729Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$2,77927Q2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$268,5064.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M33.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$39M662.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M18.9KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.00%$6,41165Q2 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$8,864150Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$552,6109.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M26.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$8M133.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M83.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$42,899726Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$3M43.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M31.0KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$73,2921.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$24M402.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$765,57013.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$332,2296.2KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$54M1.01MQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$747,66612.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$14M244.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$1M23.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$24,818420Q1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$495,24811.1KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$171,4352.9KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$200,9063.3KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$22,100374Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$366,6536.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M33.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$10M189.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$208,0563.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$988,52822.1KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$42,308716Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M38.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$399,8626.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M33.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$375,2816.4KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$710,52316.4KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$26,886455Q1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$94616Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M53.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$16,723283Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M52.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$525,3698.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$232,6963.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$234,4104.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$281,3844.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M19.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$331,3405.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$243,8054.1KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$300,7705.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M22.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M29.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$248,6614.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M38.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$64,1451.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$719,06813.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$409,0216.9KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$336,8135.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$437,8217.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$76,4031.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$231,9283.9KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$5,20388Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$12,173206Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,54560Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$11,818200Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$5,00084Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$47,421882Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M41.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4,96484Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M33.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$491,6288.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$620,00010.5KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$2,16648Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$494,7028.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$2547Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$483,0958.2KQ2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$1,77330Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$4,35481Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$561,3559.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$269,6644.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$60910.3KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$1,66731Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$125,0342.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2955Q1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$611Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$4738Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,13211Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$16,427278Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2062Q2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$16,900286Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$4,25572Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$4,13670Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$15,422261Q2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$1,95033Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1182Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6,688107Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$4738Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$59111Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,53626Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,30539Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,47725Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$591Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1082Q4 2025OLDER

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