SEC 13F Intelligence

AURAURORA INNOVATION INC

CUSIP 051774107 · Yahoo Finance ↗ · Google Finance ↗

Aurora Innovation Inc (AUR) has 413 institutional holders in Filings Flow’s 13F database, together reporting 1616.96M shares worth $5.4B as of Q1 2026. The largest reported holders are Uber Technologies, Inc, Morgan Stanley, and Vanguard Group Inc.

Institutional Holders
413
Q1 2026
Reported Value
$5.4B
Ticker
AUR
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 65Q4 ’21Q4 ’22: 100Q4 ’22Q4 ’25: 378Q4 ’25Q1 ’26: 413Q1 ’26Q2 ’26: 23Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $3.1BQ4 ’21Q4 ’22: $157MQ4 ’22Q4 ’25: $4.8BQ4 ’25Q1 ’26: $5.4BQ1 ’26Q2 ’26: $5MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Uber Technologies, Inc$3.6B AUM37.28%$1.3B325.97MQ1 2026OLDER
TOYOTA MOTOR CORP/$2.4B AUM7.99%$195M47.35MQ1 2026OLDER
ALLEN OPERATIONS LLC$670M AUM6.39%$43M10.39MQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM5.39%$9M2.15MQ1 2026OLDER
Index Venture Growth Associates III Ltd$118M AUM1.75%$2M500.0KQ1 2026OLDER
Foxhaven Asset Management, LP$3.2B AUM1.39%$44M10.73MQ1 2026OLDER
Permanent Capital Management, LP$643M AUM1.23%$8M1.34MQ1 2026OLDER
SB INVESTMENT ADVISERS (UK) LTD$7.7B AUM1.06%$82M19.81MQ1 2026OLDER
Bronte Capital Management Pty Ltd.$1.0B AUM0.95%$10M2.32MQ1 2026OLDER
Paragon Advisors, LLC$371M AUM0.94%$3M845.3KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.84%$6M1.03MQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.83%$1M291.96MQ1 2026OLDER
Lingotto Investment Management LLP$5.1B AUM0.79%$40M9.72MQ1 2026OLDER
Financial Planning Fort Collins, LLC$133M AUM0.73%$972,681198.1KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.56%$3M654.6KQ1 2026OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.55%$5M1.33MQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM0.53%$6M1.40MQ1 2026OLDER
SC US (TTGP), LTD.$9.2B AUM0.39%$36M8.81MQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.36%$26M6.28MQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.35%$3M722.8KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.34%$13M3.11MQ1 2026OLDER
Finivi Inc.$195M AUM0.34%$655,92096.2KQ2 2026
BAILLIE GIFFORD & CO$97.9B AUM0.31%$302M73.26MQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.30%$14M3.40MQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.26%$7M1.70MQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.25%$3M801.5KQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM0.24%$773,260143.5KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.23%$6M1.10MQ3 2025OLDER
Odyssean, LLC$274M AUM0.22%$601,911146.1KQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM0.21%$27M6.45MQ1 2026OLDER
Third Point LLC$2.1B AUM0.20%$4M1.03MQ1 2026OLDER
Diametric Capital, LP$385M AUM0.20%$772,475187.5KQ1 2026OLDER
Congress Park Capital LLC$326M AUM0.20%$642,514155.9KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.19%$8M2.02MQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.14%$763,968198.9KQ4 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.13%$1M233.2KQ3 2025OLDER
Dockside LLC$397M AUM0.12%$492,068119.4KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM0.12%$2M399.7KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.11%$942,380228.7KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.10%$198,58448.2KQ1 2026OLDER
Prosperity Wealth Management, Inc.$300M AUM0.10%$299,44378.0KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.10%$325,08384.7KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.10%$3M828.2KQ1 2026OLDER
Skye Global Management LP$5.0B AUM0.09%$5M840.0KQ3 2025OLDER
Garden State Investment Advisory Services LLC$455M AUM0.09%$392,83095.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$354,59392.3KQ4 2025OLDER
Comprehensive Financial Management LLC$3.0B AUM0.08%$2M569.0KQ1 2026OLDER
OSSIAM$5.7B AUM0.07%$4M1.01MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.07%$121M29.34MQ1 2026OLDER
WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM0.07%$112,64127.3KQ1 2026OLDER
Osbon Capital Management LLC$123M AUM0.07%$87,96621.4KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.07%$546,963132.8KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.07%$4M818.8KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.07%$50M12.17MQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.07%$2M489.9KQ4 2025OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.07%$2M536.8KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.07%$4M950.0KQ1 2026OLDER
Canton Hathaway, LLC$496M AUM0.06%$333,00061.7KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$710,049172.3KQ1 2026OLDER
Durable Capital Partners LP$9.7B AUM0.06%$6M1.49MQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$380,93870.7KQ3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.06%$72,92417.7KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.06%$1M340.9KQ1 2026OLDER
Krane Funds Advisors LLC$2.4B AUM0.06%$1M326.3KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.05%$341M82.74MQ1 2026OLDER
Allen Investment Management, LLC$8.1B AUM0.05%$4M1.02MQ1 2026OLDER
Castle Rock Wealth Management, LLC$509M AUM0.05%$233,98343.9KQ3 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.05%$4M683.5KQ3 2025OLDER
Stonebridge Financial Group, LLC / MO$119M AUM0.04%$48,57111.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.04%$683M177.74MQ1 2026OLDER
Breakwater Capital Group$833M AUM0.04%$329,04548.2KQ2 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.04%$771,356187.2KQ1 2026OLDER
BYRNE FINANCIAL FREEDOM, LLC$209M AUM0.04%$75,46014.0KQ3 2025OLDER
Ervin Investment Management, LLC$184M AUM0.04%$68,20010.0KQ2 2026
MAINSAIL ASSET MANAGEMENT, LLC$223M AUM0.04%$82,40020.0KQ1 2026OLDER
Gilbert & Cook, Inc.$774M AUM0.03%$269,03265.3KQ1 2026OLDER
Resolute Advisors LLC$242M AUM0.03%$80,63319.6KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.03%$155,06937.6KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.03%$159,84038.8KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.03%$22M5.64MQ4 2025OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.03%$332,46380.7KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.03%$40M9.81MQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.03%$5M870.0KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.03%$1M188.3KQ3 2025OLDER
Institute for Wealth Management, LLC.$938M AUM0.03%$284,12152.7KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M464.5KQ3 2025OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.03%$493,275119.7KQ1 2026OLDER
TABLEAUX LLC$206M AUM0.03%$57,25413.9KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.03%$173,40544.7KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.03%$90,83523.7KQ4 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.03%$254,04537.3KQ2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.02%$34M8.37MQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.02%$46M11.24MQ1 2026OLDER
Z3 Capital Partners, LLC$395M AUM0.02%$84,87220.6KQ1 2026OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.02%$57,71610.7KQ3 2025OLDER
Machina Capital S.A.S.$508M AUM0.02%$103,43725.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M278.3KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.02%$35,3439.2KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$366M88.73MQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.02%$105,94225.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M496.6KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.02%$3M718.2KQ4 2025OLDER
Solstein Capital, LLC$244M AUM0.02%$41,20010.0KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.02%$87,47022.8KQ4 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$26M6.28MQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.02%$19,3925.0KQ4 2025OLDER
STALEY CAPITAL ADVISERS INC$2.4B AUM0.02%$396,722103.3KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$13M3.05MQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.02%$4M1.08MQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$207,48338.5KQ3 2025OLDER
Garrett Wealth Advisory Group, LLC$562M AUM0.02%$86,74721.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.02%$6M1.50MQ1 2026OLDER
Autumn Glory Partners, LLC$272M AUM0.02%$41,20010.0KQ1 2026OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM0.01%$117,42028.5KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$6M1.46MQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.01%$111,12527.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$178,59043.3KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.01%$121,31128.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$10M1.82MQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$457,703111.1KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.01%$42,69610.4KQ1 2026OLDER
Family Manage LLC$834M AUM0.01%$99,32124.1KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.01%$230,76233.8KQ2 2026
DRW Securities, LLC$7.2B AUM0.01%$634,304117.2KQ3 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.01%$123,11832.1KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$470,018114.1KQ1 2026OLDER
Navigation Group, LLC$427M AUM0.01%$48,38511.7KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M244.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$680,072126.2KQ3 2025OLDER
Legacy Financial Strategies, LLC$554M AUM0.01%$56,80010.5KQ3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$27,9274.1KQ2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$49M11.81MQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$466,611113.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$334,81387.2KQ4 2025OLDER
Collier Financial$131M AUM0.01%$13,1353.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$19M4.65MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M500.0KQ4 2025OLDER
New Millennium Group LLC$231M AUM0.01%$21,2153.9KQ3 2025OLDER
TCI Wealth Advisors, Inc.$1.9B AUM0.01%$182,31944.3KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$412,000100.0KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$249,58560.6KQ2 2026
Sigma Planning Corp$3.6B AUM0.01%$334,65481.2KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$2M379.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$124M30.04MQ1 2026OLDER
WBH ADVISORY INC$1.3B AUM0.01%$119,37728.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$617M160.57MQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$33M8.05MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$311,05257.7KQ3 2025OLDER
Souders Financial Advisors$876M AUM0.01%$73,70717.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M1.05MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M328.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$69M16.73MQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$3M815.2KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.01%$65,17815.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M1.54MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$49M11.86MQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$515,981125.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M462.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$284M68.95MQ1 2026OLDER
Summit Financial Wealth Advisors, LLC$705M AUM0.01%$50,07412.2KQ1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM0.01%$12,3603.0KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$151,20228.1KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$57,66814.0KQ1 2026OLDER
American Money Management, LLC$632M AUM0.01%$38,78410.1KQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$140,44334.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M1.34MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$94M22.74MQ1 2026OLDER
City State Bank$385M AUM0.01%$22,2895.4KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.01%$46,37010.5KQ3 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$175,82041.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$10M2.37MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$7M1.68MQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.01%$75,95119.8KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$77,92818.6KQ1 2026OLDER
FIDUCIENT ADVISORS LLC$765M AUM0.01%$41,20010.0KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$8M1.98MQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$244,21359.3KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$2M370.0KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.00%$76,93318.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$54,6908.0KQ2 2026
Sowell Financial Services LLC$2.7B AUM0.00%$131,33731.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.00%$65,94416.0KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$16,5054.0KQ1 2026OLDER
Diversified Portfolios, Inc.$1.2B AUM0.00%$57,70514.0KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.00%$119,15828.9KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.00%$453,200110.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M339.4KQ1 2026OLDER
Southeast Asset Advisors, LLC$913M AUM0.00%$41,20010.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$13,8132.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$256M62.24MQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.00%$42,44810.3KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$118,85728.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M639.0KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.00%$82,53220.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$535,497130.0KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$350,31585.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M930.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M263.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$28M6.85MQ1 2026OLDER
Amundi$367.1B AUM0.00%$15M3.66MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$302,93573.5KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$51,08812.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M1.05MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$380,42492.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M309.9KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$7,0001.7KQ1 2026OLDER
Plancorp, LLC$3.5B AUM0.00%$129,24831.1KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.00%$85,55220.8KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$287,05369.7KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$229,09086.1KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M604.3KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.00%$71,77517.4KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.00%$43,14510.5KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.00%$110,04816.1KQ2 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M319.1KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$9,4271.7KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M947.9KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$213,00051.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$25M6.06MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$7M1.79MQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$123,60030.0KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.00%$49,70012.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$377,74691.7KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.00%$55,71713.5KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$217,86652.9KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$17,6302.6KQ2 2026
STATE STREET CORP$2.90T AUM0.00%$89M21.63MQ1 2026OLDER
Willis Johnson & Associates, Inc.$1.7B AUM0.00%$49,92013.0KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$129,54531.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$161,17939.1KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$90,78113.3KQ2 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M297.5KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$164,96540.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$254,83061.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$23M5.64MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$14M3.39MQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$271,03764.8KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$26,7806.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$9M2.25MQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$351,04585.2KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$680,397165.1KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.00%$6,5921.6KQ1 2026OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.00%$148,67936.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$135,26435.2KQ4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$4M863.7KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.00%$143,18036.9KQ1 2026OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.00%$107,80020.0KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$11M2.62MQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$597,474145.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M309.7KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$57,9778.5KQ2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M562.6KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$466,738113.3KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M524.5KQ3 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$534,113129.6KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.00%$77,21810.7KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$335,04087.3KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$13M3.12MQ1 2026OLDER
Leo H. Evart, Inc.$117M AUM0.00%$2,266550Q1 2026OLDER
Csenge Advisory Group$2.2B AUM0.00%$41,20010.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$103,12825.0KQ2 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$206,54850.1KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$138,87436.2KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$15,4183.74MQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$62,80115.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$6,3821.5KQ1 2026OLDER
Quarry LP$558M AUM0.00%$10,6642.8KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$391,71795.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$330,27680.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M2.42MQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$252,96446.9KQ3 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$61,26811.4KQ3 2025OLDER
Independent Advisor Alliance$9.3B AUM0.00%$134,97532.8KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$72,08110.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$188,86035.0KQ3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$4,1201.0KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$214,31553.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$52,81812.8KQ1 2026OLDER
MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM0.00%$2,797679Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$581,081141.0KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$67,62216.4KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$2,221539Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$20,6005.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$59,42714.4KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.00%$2,695500Q3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$13,5423.3KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$153,35439.9KQ4 2025OLDER
ORG Partners LLC$568M AUM0.00%$6,5751.2KQ3 2025OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$154,65237.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$318,51477.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$316,54876.8KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M2.11MQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M499.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$632,860153.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$54,18613.2KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$63,43911.8KQ3 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$41,74510.9KQ4 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$220,24040.9KQ3 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$91,63017.0KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$707,959171.8KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$2,271333Q2 2026
Laurel Wealth Advisors LLC$1.0B AUM0.00%$7,6802.0KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M286.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M570.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$19M4.55MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$64,94616.9KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M995.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M846.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$497,177120.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$834,192202.5KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,5211.3KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M314.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$217,94452.9KQ1 2026OLDER
NVWM, LLC$449M AUM0.00%$3,856936Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$135,89833.0KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$4,2031.0KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$72,48717.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$209,57450.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$751,616182.4KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$465,216121.2KQ4 2025OLDER
Evercore Wealth Management, LLC$6.4B AUM0.00%$49,44012.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$719,245174.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$153,79537.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M560.6KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.00%$47,14511.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$530,298129.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M766.3KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$5,8421.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M362.4KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$368,21789.4KQ1 2026OLDER
Simplify Asset Management Inc.$6.5B AUM0.00%$42,12111.0KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$138,37033.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$197,90148.0KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$9,4061.7KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$54,89113.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$689,214167.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$68,85816.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M624.8KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2,060302Q2 2026
WPG Advisers, LLC$136M AUM0.00%$824200Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M406.6KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$48,77111.8KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$79,54119.3KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$241,34558.6KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$156,98438.1KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$56,18413.6KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$132,74232.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$473,201114.9KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$12,4613.2KQ4 2025OLDER
ALERUS FINANCIAL NA$2.0B AUM0.00%$11,5203.0KQ4 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$1,133275Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M724.9KQ2 2026
Empowered Funds, LLC$15.7B AUM0.00%$54,58510.1KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M433.9KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$1,311318Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$283,66268.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$279,58167.9KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$46,85911.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M376.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$286,36969.5KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$236,19561.5KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$104,02427.1KQ4 2025OLDER
DB Fitzpatrick & Co, Inc$117M AUM0.00%$536130Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$114,90327.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$14,5713.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M257.7KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$2,472600Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$641,906155.8KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$61,80015.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$78,75019.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M544.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$100,12426.1KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,797468Q2 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$47,52511.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$2,320563Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$52,51412.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$350,24185.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$568,057137.9KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,817413Q2 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$42,38710.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$199,49948.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$12,0473.1KQ4 2025OLDER
NFSG Corp$608M AUM0.00%$2,060500Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$188,25545.7KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$98,98718.4KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$229,32455.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$299,84172.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$78,64320.5KQ4 2025OLDER
Capula Management Ltd$14.1B AUM0.00%$43,14510.5KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$913,721221.8KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$606147Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$71,73417.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$53,15312.9KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$62,00715.1KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$158,32629.4KQ3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$161,20342.0KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,470842Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$177,05343.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$203,38449.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$15,8253.8KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$173,24242.0KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$66,51316.1KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$2,060500Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$5,2081.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,174285Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$944229Q1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$52,26613.6KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$37,0979.0KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$10,7002.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$142,57434.6KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$53499Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$14,4033.5KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$536130Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$46,75411.3KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$65,67715.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M732.4KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1,078200Q3 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$2,081505Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$8,6572.1KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$72,63117.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$215,18752.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$313,05076.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$67,82416.3KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,072503Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$32,4537.9KQ1 2026OLDER
First Pacific Financial$777M AUM0.00%$911169Q3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$39,24910.1KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,078200Q3 2025OLDER
Anfield Capital Management, LLC$363M AUM0.00%$412100Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$836128Q1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$1,030250Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$494120Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$51,32312.5KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,912464Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,079262Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$89,13221.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$19,8794.8KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,141277Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$125,33930.4KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$163,37939.7KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$1,298315Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$540131Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$65,74417.2KQ4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$30173Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$140,26234.0KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$38,40010.0KQ4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$43,87810.7KQ1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$1,430347Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$461120Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$25,3446.6KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,557660Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$156,41638.0KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$577140Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,490847Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$824200Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,376334Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$593144Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$429104Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$3,410500Q2 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$412100Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$16,4614.0KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$461112Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,516368Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$4,1201.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$17,6544.3KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$412100Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$27,2996.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$42,84810.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$172,68945.0KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$25366Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$42679Q3 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$44,76811.5KQ1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$33481Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$15036Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$36,7188.9KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$91.7KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,072279Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,4341.0KQ3 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$31859Q3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$996146Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$412100Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$894217Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$2,695500Q3 2025OLDER
BERKSHIRE CAPITAL HOLDINGS INC$277M AUM0.00%$5410Q3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$60,70814.7KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$33888Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$35792Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$22254Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$15,7803.8KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$663161Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$11528Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$18545Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$154Q4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$7017Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$9523Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$25562Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$51Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$41Q1 2026OLDER

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