SEC 13F Intelligence

APGEAPOGEE THERAPEUTICS INC COM

CUSIP 03770N101 · Yahoo Finance ↗ · Google Finance ↗

Apogee Therapeutics Inc Com (APGE) has 9 institutional holders in Filings Flow’s 13F database, together reporting 79.29M shares worth $5.7B as of Q1 2026. The largest reported holders are FMR LLC, Venrock Adviser, LLC, and Wellington Management Group LLP.

Institutional Holders
9
Q1 2026
Reported Value
$2M
Ticker
APGE
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 207Q4 ’25Q1 ’26: 224Q1 ’26Q2 ’26: 9Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $4.9BQ4 ’25Q1 ’26: $5.7BQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Venrock Adviser, LLC$2.7B AUM26.68%$715M8.49MQ1 2026OLDER
Remedium Capital Partners, LLC$281M AUM17.47%$49M583.6KQ1 2026OLDER
GREAT POINT PARTNERS LLC$435M AUM7.23%$31M374.0KQ1 2026OLDER
Affinity Asset Advisors, LLC$1.9B AUM5.59%$108M1.28MQ1 2026OLDER
First Turn Management, LLC$895M AUM4.83%$43M513.8KQ1 2026OLDER
First Light Asset Management, LLC$1.1B AUM4.35%$49M576.7KQ1 2026OLDER
Opaleye Management Inc.$759M AUM4.32%$33M390.0KQ1 2026OLDER
Trails Edge Capital Partners, LP$437M AUM3.58%$14M192.0KQ4 2025OLDER
DIADEMA PARTNERS LP$588M AUM3.19%$19M222.5KQ1 2026OLDER
Novo Holdings A/S$1.2B AUM3.07%$38M450.0KQ1 2026OLDER
Vestal Point Capital, LP$3.6B AUM2.59%$93M1.10MQ1 2026OLDER
PERCEPTIVE ADVISORS LLC$5.1B AUM2.53%$130M1.54MQ1 2026OLDER
RTW INVESTMENTS, LP$10.0B AUM2.33%$234M2.78MQ1 2026OLDER
Paradigm Biocapital Advisors LP$4.9B AUM2.32%$113M1.35MQ1 2026OLDER
Exome Asset Management LLC$193M AUM2.27%$4M94.4KQ3 2025OLDER
Fairmount Funds Management LLC$1.4B AUM1.82%$25M298.6KQ1 2026OLDER
Sofinnova Investments, Inc.$2.6B AUM1.74%$40M534.8KQ4 2025OLDER
BRAIDWELL LP$3.0B AUM1.34%$40M478.7KQ1 2026OLDER
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM1.24%$5M58.3KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM1.19%$162M1.92MQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM1.11%$4M52.3KQ1 2026OLDER
STEMPOINT CAPITAL LP$1.0B AUM1.04%$6M80.6KQ4 2025OLDER
AlphaCentric Advisors LLC$100M AUM0.96%$956,92911.4KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.92%$90M1.06MQ1 2026OLDER
Humankind Investments LLC$175M AUM0.84%$1M17.5KQ1 2026OLDER
HighVista Strategies LLC$362M AUM0.83%$3M35.8KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.80%$11M131.0KQ1 2026OLDER
Rhenman & Partners Asset Management AB$810M AUM0.78%$6M75.0KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.78%$47M557.4KQ1 2026OLDER
Boxer Capital Management, LLC$762M AUM0.77%$6M70.0KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.72%$2M566Q1 2026OLDER
Parkman Healthcare Partners LLC$970M AUM0.67%$7M77.7KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.60%$867,03410.30MQ1 2026OLDER
Commodore Capital LP$1.7B AUM0.56%$12M290.0KQ3 2025OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.56%$8M100.0KQ1 2026OLDER
B Group, Inc.$135M AUM0.47%$631,2757.5KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.44%$2M29.1KQ1 2026OLDER
Birchview Capital, LP$176M AUM0.43%$757,5309.0KQ1 2026OLDER
ACT CAPITAL MANAGEMENT, LLC$127M AUM0.43%$528,3607.0KQ4 2025OLDER
Deep Track Capital, LP$6.1B AUM0.39%$24M285.0KQ1 2026OLDER
Avoro Capital Advisors LLC$10.2B AUM0.37%$38M500.0KQ4 2025OLDER
TANG CAPITAL MANAGEMENT LLC$2.0B AUM0.31%$8M200.0KQ3 2025OLDER
Granahan Investment Management, LLC$2.1B AUM0.31%$6M75.1KQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.30%$337,2694.0KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.24%$9M109.4KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.22%$10M122.7KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.19%$33M395.4KQ1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.16%$45M539.2KQ1 2026OLDER
PSP Research LLC$188M AUM0.15%$210,4252.5KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.14%$3M33.3KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.13%$823,48610.9KQ4 2025OLDER
Burkehill Global Management, LP$2.0B AUM0.13%$3M30.0KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.12%$1M16.5KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.11%$23M568.1KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.10%$70M831.4KQ1 2026OLDER
Artia Global Partners LP$499M AUM0.10%$495,4255.9KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.09%$199M2.36MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.08%$2M27.1KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.08%$22M261.1KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.08%$297,7933.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$480,8836.4KQ4 2025OLDER
Global Endowment Management, LP$896M AUM0.07%$656,0007.8KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.07%$14M191.3KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.07%$236,0972.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.07%$368M4.38MQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.07%$693,8138.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.06%$4M42.9KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.06%$819,0589.7KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.06%$37M442.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.06%$495,5095.9KQ1 2026OLDER
Seven Fleet Capital Management LP$318M AUM0.05%$165,7312.0KQ2 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$545,0856.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.05%$37M438.7KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.05%$2M21.0KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.04%$598,2327.1KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$31M362.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.04%$780M9.26MQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.04%$2M25.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$505,0206.0KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.03%$49M585.0KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$21M250.0KQ1 2026OLDER
Family Manage LLC$834M AUM0.03%$222,0515.6KQ3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.03%$11M133.4KQ1 2026OLDER
Quarry LP$558M AUM0.03%$188,7002.5KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$2M39.3KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$75M990.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$22M261.1KQ1 2026OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.02%$558,9127.1KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$5M60.4KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.02%$12M143.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$24M281.4KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.02%$639,1037.6KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$11M128.0KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$4M45.6KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.02%$6M75.0KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.02%$2M24.0KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$233,9883.1KQ4 2025OLDER
Blackstone Inc.$25.6B AUM0.02%$4M51.8KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$1M37.5KQ3 2025OLDER
UBS Group AG$666.3B AUM0.01%$96M1.14MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M23.1KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.01%$6M76.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$521,0126.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$7M82.3KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$16M184.8KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.01%$2M20.0KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M12.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$5M57.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$62,622744Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$96,2211.14MQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M35.9KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M24.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M12.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$5M63.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$308,5673.7KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$445,6805.3KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$984,20011.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$19M220.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$55M652.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M13.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$252,1033.3KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$34M405.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$937,48511.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$31M369.0KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.01%$261,6143.5KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M80.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M63.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M41.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$102M1.22MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$55M652.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$182M2.16MQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$8M96.7KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$344M4.09MQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$36,193430Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$87M1.11MQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$8M99.6KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$76M900.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$35M420.7KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$5M54.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M58.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$211M2.50MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$884,62710.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$8M95.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$6M68.7KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$908,95110.8KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$7M77.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$33M390.9KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M30.0KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$67M890.3KQ1 2026OLDER
Capital World Investors$732.9B AUM0.00%$29M348.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M20.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M34.2KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.00%$1M15.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M38.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$958,59612.7KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$6M75.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$932,01411.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M48.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M38.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M42.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$14M161.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$8M92.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$216M2.86MQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M26.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$27M318.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$5M58.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$11M128.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M15.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$31,855240Q2 2026
AXA Investment Managers S.A.$37.1B AUM0.00%$975,53024.6KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M91.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M28.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M40.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$284,9163.4KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$5,80869Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$672,6028.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$811,9889.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$240,9792.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$597,6077.1KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$2,52530Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$314,2073.7KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$1M12.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$966,35611.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$11M126.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M25.7KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$286,1783.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$33M396.3KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$103,6971.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$411,8444.9KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$481,4525.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$54,291645Q1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$322,8858.1KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$41,014309Q2 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M13.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$786,9909.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$353,5984.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$370,3484.4KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,99115Q2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$6M69.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$3,69999Q1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.00%$54,576723Q4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M24.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$747,9348.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M14.3KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M56.4KQ1 2026OLDER
Exane Asset Management$489M AUM0.00%$4,60952Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M87.8KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$509,8206.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$686,9179.1KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$22,435285Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M13.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$497,8705.9KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$18,349218Q1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$1,81124Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M27.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M14.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M38.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$24,325289Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$256,8873.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$7,32387Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,26315Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$675,6338.0KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$3,81496Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M16.5KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$7,91294Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$63616Q3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$210,4252.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$59,424706Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$236,8552.8KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$4,29651Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,61031Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1,01012Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$271,1123.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$74,659887Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$67,336800Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$85,0101.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$221,3982.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,96659Q2 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$240,7262.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$294,4273.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$62,959748Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,96326Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,27327Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$11,447136Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$13166Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,51518Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,61131Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,09413Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2533Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3374Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$5,21962Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4215Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2652Q2 2026
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$1594Q3 2025OLDER
FIL Ltd$128.7B AUM0.00%$8,838105Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$6048Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$1,34716Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$9,258110Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$12,457148Q2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1995Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$18,000211Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5066Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$39710Q3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM$00Q1 2026OLDER

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