SEC 13F Intelligence

AMCXAMC NETWORKS INC

CUSIP 00164V103 · Yahoo Finance ↗ · Google Finance ↗

Amc Networks Inc (AMCX) has 180 institutional holders in Filings Flow’s 13F database, together reporting 32.24M shares worth $219M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Charles Schwab Investment Management Inc.

Institutional Holders
180
Q1 2026
Reported Value
$219M
Ticker
AMCX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 284Q2 ’19Q3 ’19: 263Q4 ’19: 263Q1 ’20: 213Q2 ’20: 208Q2 ’20Q3 ’20: 211Q4 ’20: 213Q1 ’21: 224Q2 ’21: 217Q2 ’21Q3 ’21: 219Q4 ’21: 212Q1 ’22: 203Q2 ’22: 186Q2 ’22Q3 ’22: 165Q4 ’22: 182Q1 ’23: 196Q2 ’23: 167Q2 ’23Q3 ’23: 165Q4 ’23: 171Q1 ’24: 179Q2 ’24: 188Q2 ’24Q3 ’24: 186Q4 ’24: 188Q1 ’25: 165Q2 ’25: 160Q2 ’25Q3 ’25: 157Q4 ’25: 177Q1 ’26: 180filingsflow.com
Total reported value
Q2 ’19: $1.8BQ2 ’19Q3 ’19: $1.6BQ4 ’19: $1.2BQ1 ’20: $603MQ2 ’20: $601MQ2 ’20Q3 ’20: $739MQ4 ’20: $880MQ1 ’21: $908MQ2 ’21: $1.1BQ2 ’21Q3 ’21: $772MQ4 ’21: $580MQ1 ’22: $675MQ2 ’22: $426MQ2 ’22Q3 ’22: $301MQ4 ’22: $231MQ1 ’23: $275MQ2 ’23: $172MQ2 ’23Q3 ’23: $164MQ4 ’23: $404MQ1 ’24: $267MQ2 ’24: $322MQ2 ’24Q3 ’24: $232MQ4 ’24: $247MQ1 ’25: $190MQ2 ’25: $204MQ2 ’25Q3 ’25: $280MQ4 ’25: $303MQ1 ’26: $219Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BlackRock, Inc.$5.72T AUM0.00%$23M3.38MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$21M2.24MQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$13M1.95MQ1 2026
RWWM, Inc.$1.4B AUM0.75%$10M1.52MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$10M1.44MQ1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$9M1.35MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$9M1.34MQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$8M1.19MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M1.21MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$8M1.14MQ1 2026
CastleKnight Management LP$6.0B AUM0.13%$8M1.11MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$7M1.03MQ1 2026
UBS Group AG$666.3B AUM0.00%$6M886.0KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M870.6KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.01%$6M867.9KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$6M842.3KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M791.7KQ1 2026
Dana Investment Advisors, Inc.$3.4B AUM0.16%$5M790.4KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$5M754.6KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.01%$4M453.8KQ4 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.09%$4M636.0KQ1 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.04%$4M552.2KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$3M507.7KQ1 2026
LSV ASSET MANAGEMENT$46.4B AUM0.01%$3M479.0KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$3M399.1KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$3M395.9KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M369.2KQ1 2026
Polar Asset Management Partners Inc.$5.0B AUM0.03%$2M292.9KQ3 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.07%$2M353.2KQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M315.3KQ1 2026
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.06%$2M324.0KQ2 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M286.2KQ1 2026
DLD Asset Management, LP$1.1B AUM0.14%$2M200.0KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M269.6KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$2M264.3KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M259.8KQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.08%$2M226.1KQ1 2026
DENALI ADVISORS LLC$900M AUM0.17%$1M219.4KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M201.6KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.02%$1M133.1KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M184.6KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M158.9KQ1 2026
Trexquant Investment LP$13.9B AUM0.01%$1M157.7KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.02%$1M156.1KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.08%$995,000120.8KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$977,859144.0KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$934,725137.7KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$916,650135.0KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$908,957133.9KQ1 2026
GABELLI FUNDS LLC$14.8B AUM0.01%$865,725127.5KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$756,875111.5KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$694,000110.7KQ2 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$687,583101.3KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$664,42997.9KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$663,09897.7KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$634,60093.5KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$624,00191.9KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$581,44685.6KQ1 2026
Man Group plc$55.1B AUM0.00%$554,88681.7KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$553,90881.6KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$548,17080.7KQ1 2026
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$532,57755.9KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$520,90876.7KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$515,69854.2KQ1 2026
Integrated Quantitative Investments LLC$551M AUM0.09%$514,34275.8KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$485,02358.9KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.03%$471,09069.4KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$453,85166.8KQ1 2026
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.02%$442,09065.1KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$435,00063.9KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$427,09162.9KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$418,06143.9KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$407,50260.0KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$385,05456.7KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$379,03155.8KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$374,80855.2KQ1 2026
FourThought Financial Partners, LLC$1.2B AUM0.03%$366,99638.5KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$365,57453.8KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$348,18350.6KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$346,08751.0KQ1 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$334,82453.4KQ2 2025OLDER
Skaana Management L.P.$296M AUM0.09%$329,60040.0KQ3 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$300,87244.3KQ1 2026
LONE PEAK GLOBAL INVESTORS LLC$600M AUM0.05%$298,73344.0KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.00%$297,40243.8KQ1 2026
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.02%$291,63143.0KQ1 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$289,11842.6KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$279,57841.2KQ1 2026
Cambria Investment Management, L.P.$1.8B AUM0.02%$277,57540.9KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$271,21339.9KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$269,71939.7KQ1 2026
State of Wyoming$844M AUM0.03%$261,32738.5KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$253,59337.3KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.06%$251,00026.3KQ4 2025OLDER
NATIXIS ADVISORS, LLC$71.9B AUM0.00%$243,00035.8KQ1 2026
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$240,48638.4KQ2 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$239,92325.2KQ4 2025OLDER
Mork Capital Management, LLC$141M AUM0.17%$237,65035.0KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$237,26937.8KQ2 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$231,55934.1KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$229,80435.2KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.01%$223,31032.9KQ1 2026
Hillsdale Investment Management Inc.$3.7B AUM0.01%$219,31732.3KQ1 2026
Range Financial Group LLC$298M AUM0.07%$213,70231.5KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$197,32224.2KQ1 2026
INCEPTIONR LLC$415M AUM0.05%$196,94020.7KQ4 2025OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.03%$196,57128.9KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$196,00028.9KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$195,69320.6KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$185,93727.4KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$181,98029.0KQ2 2025OLDER
FMR LLC$1.90T AUM0.00%$177,93726.2KQ1 2026
Empowered Funds, LLC$15.7B AUM0.00%$176,45926.0KQ1 2026
Numerai GP LLC$997M AUM0.02%$170,38125.1KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$159,00023.4KQ1 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.00%$158,03216.6KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$154,22416.2KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.00%$151,60722.3KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$143,62321.2KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$141,33822.5KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$141,01420.8KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.00%$139,61620.6KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$139,40114.6KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$138,04120.3KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$137,60214.5KQ4 2025OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.04%$135,61416.5KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$133,89819.7KQ1 2026
Mariner, LLC$85.7B AUM0.00%$130,20219.2KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$125,84618.5KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$125,37518.5KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$124,93618.4KQ1 2026
Jain Global LLC$24.2B AUM0.00%$123,70313.0KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$114,91416.9KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$113,80016.8KQ1 2026
Phoenix Financial Ltd.$10.5B AUM0.00%$111,23416.4KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$111,15517.7KQ2 2025OLDER
Odyssean, LLC$274M AUM0.08%$106,17711.2KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$105,22511.1KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.01%$101,26614.9KQ1 2026
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.01%$100,00014.7KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$99,61614.7KQ1 2026
CWM, LLC$38.1B AUM0.00%$95,12814.0KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$95,07611.4KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$92,61811.2KQ3 2025OLDER
Verdad Advisers, LP$89M AUM0.10%$91,18313.4KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$89,81113.2KQ1 2026
Metis Global Partners, LLC$4.1B AUM0.00%$88,98313.1KQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$84,49512.4KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$80,92811.3KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$79,68111.7KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$74,02510.9KQ1 2026
PharVision Advisers, LLC$10M AUM0.10%$71,98611.5KQ2 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$71,35510.5KQ1 2026
Koss-Olinger Consulting, LLC$1.2B AUM0.01%$70,44610.4KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$70,36510.4KQ1 2026
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.00%$69,61611.1KQ2 2025OLDER
AlphaQuest LLC$0 AUM0.00%$67,1547.1KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$63,4416.7KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$61,0969.0KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$57,6818.5KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$57,4168.5KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$43,4175.3KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$42,3156.2KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$37,0005.5KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$36,6385.4KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$34,0005.6KQ2 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$29,0544.3KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$28,9804.3KQ1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$27,5604.1KQ1 2026
Quarry LP$558M AUM0.01%$25,5254.1KQ2 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$24,7503.6KQ1 2026
Signature Equity Partners, LLC$186M AUM0.01%$21,0693.1KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$20,5473.0KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$19,0402.0KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$17,7492.6KQ1 2026
Central Pacific Bank - Trust Division$984M AUM0.00%$16,9752.5KQ1 2026
COMERICA BANK$25.1B AUM0.00%$16,6301.7KQ4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$16,0992.4KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$15,0002.3KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$13,5532.0KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$12,6151.5KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$11,8581.7KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$11,3331.7KQ1 2026
Traub Capital Management LLC$101M AUM0.01%$10,9101.7KQ2 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$10,2071.6KQ2 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$10,1851.5KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$10,1371.5KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$9,9341.0KQ4 2025OLDER
Investors Research Corp$523M AUM0.00%$9,5061.4KQ1 2026
AMALGAMATED BANK$13.1B AUM0.00%$9,000968Q4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$6,9261.0KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$6,587941Q1 2026
GAMMA Investing LLC$2.7B AUM0.00%$5,873865Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$5,364790Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3,998589Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,591529Q1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$3,341492Q1 2026
MAI Capital Management$17.7B AUM0.00%$3,131461Q1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$2,376350Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$2,186322Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,976291Q1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,860274Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$1,691249Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1,568231Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$1,508183Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,399206Q1 2026
Colonial Trust Co / SC$735M AUM0.00%$1,385208Q1 2026
Allworth Financial LP$24.7B AUM0.00%$1,311193Q1 2026
Investors Portfolio Services LLC$108M AUM0.00%$1,183142Q1 2026
True Wealth Design, LLC$360M AUM0.00%$1,148169Q1 2026
Covestor Ltd$144M AUM0.00%$1,000117Q1 2026
Manchester Capital Management LLC$694M AUM0.00%$954152Q2 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$910134Q1 2026
Kilter Group LLC$232M AUM0.00%$842124Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$781115Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$60489Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$51676Q1 2026
Bare Financial Services, Inc$378M AUM0.00%$48972Q1 2026
Torren Management, LLC$201M AUM0.00%$41944Q4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$40760Q1 2026
Essential Partners LLC$250M AUM0.00%$36458Q1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$32648Q1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$32334Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$32239Q3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$23835Q1 2026
Princeton Global Asset Management LLC$613M AUM0.00%$21031Q1 2026
Caitlin John, LLC$167M AUM0.00%$17025Q1 2026
SHP Wealth Management$1.3B AUM0.00%$14321Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$9514Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$8813Q1 2026
Key FInancial Inc$562M AUM0.00%$506Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$487Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$416Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$71Q1 2026
AMERIFLEX GROUP, INC.$198M AUM0.00%$71Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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