SEC 13F Intelligence

AQNALGONQUIN POWER & UTILITIES

CUSIP 015857105 · Yahoo Finance ↗ · Google Finance ↗

Algonquin Power & Utilities (AQN) has 249 institutional holders in Filings Flow’s 13F database, together reporting 514.21M shares worth $3.1B as of Q1 2026. The largest reported holders are Edgepoint Investment Group Inc., Starboard Value LP, and Fil Ltd.

Institutional Holders
249
Q1 2026
Reported Value
$3.1B
Ticker
AQN
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 107Q4 ’18Q1 ’19: 119Q2 ’19: 127Q2 ’19Q3 ’19: 134Q2 ’21: 212Q2 ’21Q4 ’21: 224Q4 ’22: 242Q4 ’22Q4 ’25: 242Q1 ’26: 249Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $4.8BQ4 ’18Q1 ’19: $6.1BQ2 ’19: $7.9BQ2 ’19Q3 ’19: $9.5BQ2 ’21: $8.9BQ2 ’21Q4 ’21: $5.5BQ4 ’22: $930MQ4 ’22Q4 ’25: $3.2BQ1 ’26: $3.1BQ1 ’26Q2 ’26: $852,786filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Starboard Value LP$4.6B AUM7.68%$351M57.19MQ1 2026OLDER
EdgePoint Investment Group Inc.$12.5B AUM4.00%$499M81.47MQ1 2026OLDER
Callodine Capital Management, LP$1.4B AUM2.84%$35M5.75MQ4 2025OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM1.35%$121M19.64MQ1 2026OLDER
Corvex Management LP$2.5B AUM1.16%$38M6.18MQ4 2025OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM1.12%$39M6.36MQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.72%$6M929.0KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.58%$20M3.30MQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.57%$4M622.3KQ1 2026OLDER
RWC Asset Management LLP$2.4B AUM0.57%$14M2.23MQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.53%$6M1.00MQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.48%$82M13.31MQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.44%$9M1.39MQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.31%$5M863.7KQ4 2025OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.30%$367,77059.8KQ4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.29%$9M1.39MQ1 2026OLDER
DKRT Investments Corp.$395M AUM0.27%$1M175.0KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.26%$4M725.9KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.26%$4M600.0KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.22%$30M4.88MQ1 2026OLDER
Tacita Capital Inc$169M AUM0.22%$369,14460.5KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.21%$589,03095.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.20%$4M663.0KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.19%$20M3.20MQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.19%$5M866.7KQ4 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.19%$77M12.65MQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.18%$1M157.2KQ3 2025OLDER
FIL Ltd$128.7B AUM0.18%$233M38.11MQ1 2026OLDER
Post Resch Tallon Group Inc.$145M AUM0.17%$251,98043.0KQ2 2026
MUFG SECURITIES (CANADA), LTD.$3.5B AUM0.17%$6M1.16MQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.15%$4M616.4KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.13%$6M940.1KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.13%$4M619.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.12%$5M870.4KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.11%$872,948142.2KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.11%$8M1.38MQ4 2025OLDER
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM0.11%$5M770.9KQ4 2025OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.10%$2M300.0KQ1 2026OLDER
TERRIL BROTHERS, INC.$366M AUM0.09%$345,85456.3KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.09%$2M295.0KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.09%$4M800.0KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.09%$13M2.17MQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.09%$15M2.38MQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.08%$49M7.93MQ1 2026OLDER
Scientech Research LLC$120M AUM0.08%$99,64616.2KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.08%$261,02442.5KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.08%$2M386.4KQ1 2026OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM0.07%$521,24685.3KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.07%$79M12.84MQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.07%$12M2.02MQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.06%$26M4.25MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.06%$20M3.20MQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.06%$18M2.89MQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.06%$798,200130.0KQ1 2026OLDER
SIG North Trading, ULC$5.0B AUM0.06%$3M489.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.06%$5M802.4KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.06%$380,68062.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.05%$30M4.83MQ1 2026OLDER
Guardian Partners Inc.$1.2B AUM0.05%$594,67597.1KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$300,65749.0KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.05%$1M192.8KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.05%$3M419.8KQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM0.05%$609,76299.8KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.05%$123M20.16MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.04%$83M13.63MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$9M1.72MQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$6M993.6KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.04%$18M2.98MQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.04%$48M7.73MQ1 2026OLDER
111 Capital$406M AUM0.03%$141,20623.1KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.03%$23M3.77MQ1 2026OLDER
R Squared Ltd$182M AUM0.03%$68,01311.1KQ4 2025OLDER
HENNESSY ADVISORS INC$2.8B AUM0.03%$866,133141.1KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.03%$34M5.60MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$254,46041.4KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.03%$62,54810.2KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.03%$10M1.54MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.03%$112,12718.2KQ4 2025OLDER
BFSG, LLC$1.1B AUM0.03%$290,48447.3KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.03%$17M2.74MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$35M5.62MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$45M7.32MQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$27M4.47MQ1 2026OLDER
State of Wyoming$844M AUM0.02%$189,21831.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.02%$127M20.74MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$845,336137.5KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$683,192111.3KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.02%$185,26534.5KQ3 2025OLDER
BCV Asset Management Inc.$2.9B AUM0.02%$615,207100.8KQ1 2026OLDER
Able Wealth Management LLC$374M AUM0.02%$76,98312.5KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.02%$161,86326.4KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.02%$147,33727.4KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$12M1.95MQ1 2026OLDER
DAVIS-REA LTD.$384M AUM0.02%$67,43610.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$16M2.67MQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.02%$107,92917.6KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.02%$743,474120.9KQ4 2025OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.02%$4M642.5KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.02%$29M4.72MQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.02%$1M224.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M203.8KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M177.8KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$12M1.99MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$16M2.57MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$21M3.40MQ1 2026OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.01%$179,82829.3KQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.01%$36,3686.0KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.01%$138,15022.5KQ1 2026OLDER
Alpha Omega Wealth Management LLC$617M AUM0.01%$64,43512.0KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$42M6.78MQ1 2026OLDER
Southeast Asset Advisors, LLC$913M AUM0.01%$92,10015.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M563.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$349,27456.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$47M7.72MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M1.21MQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$40M6.58MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$574,348107.0KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$3M578.9KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$6M1.01MQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.01%$611,48399.6KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$2.1B AUM0.01%$157,40026.8KQ2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$6M1.01MQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$424,21969.1KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$6M916.2KQ1 2026OLDER
Quarry LP$558M AUM0.01%$29,2675.5KQ3 2025OLDER
Hilltop National Bank$468M AUM0.01%$29,3005.0KQ2 2026
ALPS ADVISORS INC$21.3B AUM0.01%$1M214.0KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M335.1KQ3 2025OLDER
Founders Capital Management$205M AUM0.01%$10,7402.0KQ3 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$118,25619.3KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$6M1.02MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$48M7.79MQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.01%$1M249.1KQ3 2025OLDER
Osbon Capital Management LLC$123M AUM0.01%$6,4651.1KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$8,2161.5KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$9M1.45MQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$158,63425.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$475,19977.4KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.00%$105,60817.2KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$2M279.8KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$1M203.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$264,95043.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$25M4.10MQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.00%$227,18037.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M199.8KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$160,80625.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M263.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$137M22.38MQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.00%$126,99320.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.00%$268,77550.0KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$226,27036.8KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$212M34.46MQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$96,30615.7KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$29,3005.0KQ2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$5M750.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M556.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$357,55558.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$16M2.68MQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M258.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M335.1KQ3 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$134,61721.9KQ4 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$83,04413.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$4M746.9KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M249.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$14M2.32MQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$56,20210.5KQ3 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$246,00040.0KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$88,70714.3KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$4,415719Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$203,61633.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$183,02129.8KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$114,65818.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$22M3.56MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M1.58MQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$13,3912.18MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$25M4.09MQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.00%$91,02514.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$659,890107.5KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$1,843300.9KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$276,51545.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M263.5KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$8,4411.4KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.00%$133,74121.8KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$253,26341.2KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$16,1752.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$18M2.93MQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$87,28414.2KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$82,92113.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$951,593155.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M671.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M549.7KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$473,38877.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M571.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$23,2793.8KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$3,899634Q2 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.00%$263,67443.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$104,54017.0KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$23,3703.8KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$28,2624.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M282.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$23,6133.8KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$68,53511.2KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$104,98117.1KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$11,0521.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$461,44575.2KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$130,88021.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$24,2473.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$579,07494.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M195.1KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$656111Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$86,39014.1KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$243,75339.9KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$331,56054.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$462,93875.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$15M2.49MQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$3,801619Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$444,99772.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M193.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$512,41283.5KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$49781Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$24,1613.9KQ2 2026
Bell Investment Advisors, Inc$639M AUM0.00%$2,407392Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$75,44912.3KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$5M821.2KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2,286361Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,456400Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$435,81071.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$30,5964.9KQ1 2026OLDER
Crews Bank & Trust$766M AUM0.00%$2,151367Q2 2026
ASSETMARK, INC$49.0B AUM0.00%$135,94622.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$224,88336.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M343.6KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.00%$7,4211.2KQ1 2026OLDER
Amundi$367.1B AUM0.00%$953,757155.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,351220Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$140,82423.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$652,029106.0KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$113,16018.4KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M223.2KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.00%$55,00710.2KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$46,8307.6KQ2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$507,07282.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$149,33424.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$105,29517.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$463,30575.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M194.9KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$1,937315Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$7M1.19MQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$6,1401.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$61,84410.1KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$5,5791.0KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$250,94829.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$286,55146.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$262,38842.7KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$100,86716.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$307,76550.3KQ2 2026
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$1,800290Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$10,0161.6KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$119,82219.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$14,5762.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$69,20011.3KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,001163Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$5,907962Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,535250Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$106,42917.3KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$3,561580Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,696439Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$42770Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$28847Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$8614Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2,867467Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7,5891.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$12921Q4 2025OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$132Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1,577257Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$24,1673.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,460400Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$61Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$61Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$183Q4 2025OLDER

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