SEC 13F Intelligence

AVAVAEROVIRONMENT INC

CUSIP 008073108 · Yahoo Finance ↗ · Google Finance ↗

Aerovironment Inc (AVAV) has 607 institutional holders in Filings Flow’s 13F database, together reporting 30.96M shares worth $5.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
607
Q1 2026
Reported Value
$5.4B
Ticker
AVAV
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 172Q4 ’18Q1 ’19: 190Q2 ’19: 157Q2 ’19Q3 ’19: 166Q2 ’21: 215Q2 ’21Q4 ’21: 214Q4 ’22: 229Q4 ’22Q4 ’25: 591Q1 ’26: 607Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $2.6BQ4 ’18Q1 ’19: $2.1BQ2 ’19: $1.6BQ2 ’19Q3 ’19: $1.8BQ2 ’21: $6.7BQ2 ’21Q4 ’21: $28.2BQ4 ’22: $825MQ4 ’22Q4 ’25: $7.5BQ1 ’26: $5.4BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Heard Capital LLC$1.9B AUM6.83%$132M721.4KQ1 2026
Spear Advisors LLC$134M AUM6.23%$8M45.7KQ1 2026
PEREGRINE INVESTMENT MANAGEMENT INC$127M AUM5.76%$7M40.0KQ1 2026
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM4.29%$80M436.4KQ1 2026
AWM Investment Company, Inc.$903M AUM2.65%$24M130.7KQ1 2026
DEEPWATER ASSET MANAGEMENT, LLC$158M AUM2.63%$4M22.6KQ1 2026
FFG Partners, LLC$352M AUM2.57%$9M36.7KQ4 2025OLDER
Ghisallo Capital Management LLC$3.6B AUM2.06%$63M200.0KQ3 2025OLDER
Reliant Investment Management, LLC$207M AUM2.03%$4M23.0KQ1 2026
MYDA Advisors LLC$608M AUM1.72%$10M57.0KQ1 2026
Stephens Investment Management Group LLC$7.3B AUM1.23%$90M490.4KQ1 2026
Lisanti Capital Growth, LLC$397M AUM1.15%$5M14.9KQ3 2025OLDER
SITTNER & NELSON, LLC$274M AUM1.15%$3M17.2KQ1 2026
KADENSA CAPITAL Ltd$718M AUM1.12%$8M43.9KQ1 2026
MADDEN SECURITIES Corp$333M AUM1.11%$4M20.1KQ1 2026
EMERALD ADVISERS, LLC$3.2B AUM1.04%$33M179.9KQ1 2026
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM1.00%$21M112.4KQ1 2026
DELPHI FINANCIAL GROUP, INC.$222M AUM1.00%$2M12.1KQ1 2026
M & L Capital Management Ltd$407M AUM0.94%$4M20.9KQ1 2026
Informed Momentum Co LLC$866M AUM0.93%$8M26.1KQ3 2025OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.92%$14M75.0KQ1 2026
1492 Capital Management LLC$263M AUM0.90%$2M7.0KQ3 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.84%$1M7.1KQ1 2026
ARK Investment Management LLC$12.9B AUM0.80%$102M559.3KQ1 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.76%$2M13.1KQ2 2025OLDER
OUTFITTERS FINANCIAL LLC$129M AUM0.73%$938,1315.1KQ1 2026
Champlain Investment Partners, LLC$7.9B AUM0.69%$54M295.1KQ1 2026
Intellectus Partners, LLC$490M AUM0.68%$3M18.3KQ1 2026
AlphaCentric Advisors LLC$100M AUM0.67%$667,0343.6KQ1 2026
Future Fund LLC$284M AUM0.65%$2M10.2KQ1 2026
VISTA INVESTMENT PARTNERS LLC$397M AUM0.65%$2M13.5KQ1 2026
ARS Investment Partners, LLC$2.3B AUM0.62%$12M65.4KQ1 2026
Neo Ivy Capital Management$379M AUM0.60%$2M12.5KQ1 2026
AGP FRANKLIN, LLC$200M AUM0.59%$1M6.5KQ1 2026
Atreides Management, LP$5.0B AUM0.59%$30M161.7KQ1 2026
Amova Asset Management Americas, Inc.$7.1B AUM0.57%$40M221.1KQ1 2026
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.53%$77M319.8KQ4 2025OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.51%$72M392.5KQ1 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.50%$7M36.2KQ1 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM0.50%$995,7925.4KQ1 2026
Purkiss Capital Advisors LLC$227M AUM0.49%$1M6.1KQ1 2026
Nikulski Financial, Inc.$405M AUM0.46%$2M10.3KQ1 2026
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.45%$6M26.7KQ4 2025OLDER
HERBST GROUP, LLC$183M AUM0.43%$695,5903.8KQ1 2026
Bouvel Investment Partners, LLC$345M AUM0.41%$1M7.7KQ1 2026
DMC Group, LLC$148M AUM0.41%$601,3193.3KQ1 2026
New England Research & Management, Inc.$257M AUM0.39%$924,4035.0KQ1 2026
Red Spruce Capital, LLC$287M AUM0.39%$947,1015.2KQ1 2026
Alpha Wave Global, LP$791M AUM0.39%$4M12.2KQ3 2025OLDER
Sphera Management Technology Funds Ltd$178M AUM0.39%$1M3.9KQ3 2025OLDER
AMERICAN ASSETS INC$298M AUM0.38%$1M10.0KQ1 2026
Alyeska Investment Group, L.P.$35.4B AUM0.37%$132M721.4KQ1 2026
Scott Marsh Financial, LLC$270M AUM0.36%$981,3683.4KQ2 2025OLDER
Granahan Investment Management, LLC$2.1B AUM0.36%$7M40.7KQ1 2026
Morse Asset Management, Inc$481M AUM0.35%$2M9.3KQ1 2026
Hummer Financial Advisory Services Inc$152M AUM0.35%$494,2352.7KQ1 2026
Corient IA LLC$106M AUM0.35%$371,5922.0KQ1 2026
Greenland Capital Management LP$787M AUM0.34%$3M13.3KQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.32%$15M62.3KQ4 2025OLDER
SILVERBACK ASSET MANAGEMENT LLC$699M AUM0.32%$2M12.1KQ1 2026
Legacy Bridge, LLC$262M AUM0.32%$827,7534.5KQ1 2026
Yorktown Management & Research Co Inc$120M AUM0.31%$365,0022.0KQ1 2026
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.30%$20M111.3KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.30%$62M198.4KQ3 2025OLDER
Chung Wu Investment Group, LLC$116M AUM0.30%$362,8351.5KQ4 2025OLDER
Generali Investments, Management Co LLC$430M AUM0.29%$1M6.7KQ1 2026
Copperleaf Capital, LLC$209M AUM0.28%$592,6231.9KQ3 2025OLDER
Canvas Wealth Advisors, LLC$588M AUM0.28%$2M9.1KQ1 2026
Black Swift Group, LLC$571M AUM0.28%$2M7.0KQ4 2025OLDER
Radnor Capital Management, LLC$676M AUM0.28%$2M10.3KQ1 2026
Total Wealth Planning & Management, Inc.$135M AUM0.28%$374,2041.5KQ4 2025OLDER
BEARING POINT CAPITAL, LLC$638M AUM0.28%$2M9.7KQ1 2026
Cavalier Investments, LLC$3.7B AUM0.27%$10M55.0KQ1 2026
Pilgrim Partners Asia Pte Ltd$246M AUM0.27%$660,8113.6KQ1 2026
RENAISSANCE GROUP LLC$2.4B AUM0.27%$6M35.0KQ1 2026
Clare Market Investments LLC$478M AUM0.26%$1M6.9KQ1 2026
DLD Asset Management, LP$1.1B AUM0.26%$3M15.9KQ1 2026
Portolan Capital Management, LLC$1.9B AUM0.26%$5M26.9KQ1 2026
Union Square Park Capital Management, LLC$176M AUM0.26%$457,6252.5KQ1 2026
Family Legacy, Inc.$333M AUM0.26%$855,2104.7KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.25%$19M105.6KQ1 2026
Whalen Wealth Management Inc.$187M AUM0.24%$409,0421.3KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.23%$172M937.5KQ1 2026
Alamea Verwaltungs GmbH$135M AUM0.23%$337,8771.1KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.23%$987,6373.5KQ2 2025OLDER
Xcel Wealth Management, LLC$362M AUM0.22%$811,4614.4KQ1 2026
IRON Financial LLC$229M AUM0.22%$427,4251.5KQ2 2025OLDER
Sheets Smith Investment Management$154M AUM0.22%$332,2091.1KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.21%$24M132.4KQ1 2026
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.19%$814,9273.4KQ4 2025OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.19%$188M1.03MQ1 2026
CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM0.19%$5M16.8KQ3 2025OLDER
Veracity Capital LLC$280M AUM0.19%$527,0012.9KQ1 2026
Trek Financial, LLC$1.9B AUM0.19%$3M9.8KQ2 2025OLDER
R Squared Ltd$182M AUM0.18%$330,2571.2KQ2 2025OLDER
Miller Global Investments, LLC$121M AUM0.18%$198,4261.1KQ1 2026
Traynor Capital Management, Inc.$1.7B AUM0.18%$3M17.0KQ1 2026
Militia Capital Partners, LP$263M AUM0.17%$459,1071.9KQ4 2025OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.17%$776,4673.2KQ4 2025OLDER
Eos Management, L.P.$233M AUM0.17%$436,3701.8KQ4 2025OLDER
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM0.17%$970,1655.3KQ1 2026
Themes Management Co LLC$162M AUM0.17%$269,4501.5KQ1 2026
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.17%$1M6.3KQ1 2026
Curbstone Financial Management Corp$523M AUM0.16%$854,8434.7KQ1 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM0.16%$290,2681.2KQ4 2025OLDER
MN Wealth Advisors, LLC$206M AUM0.16%$330,7711.8KQ1 2026
LEIGH BALDWIN & CO., LLC$154M AUM0.16%$243,0001.0KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.16%$4M12.8KQ3 2025OLDER
Freemont Management S.A.$661M AUM0.16%$1M5.7KQ1 2026
Aubrey Capital Management Ltd$186M AUM0.16%$293,0081.6KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.16%$5M29.6KQ1 2026
CONNORS INVESTOR SERVICES INC$1.1B AUM0.15%$2M9.1KQ1 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.15%$10M40.0KQ4 2025OLDER
WHITE PINE CAPITAL LLC$355M AUM0.15%$544,0253.0KQ1 2026
Abbot Financial Management, Inc.$239M AUM0.15%$366,6492.0KQ1 2026
Caption Management, LLC$17.1B AUM0.15%$25M137.3KQ1 2026
Scientech Research LLC$120M AUM0.15%$232,698962Q4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.14%$4M17.1KQ4 2025OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.14%$6M25.5KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.14%$14M74.0KQ1 2026
KRS Capital Management, LLC$163M AUM0.14%$228,925727Q3 2025OLDER
Wealth Quarterback LLC$254M AUM0.14%$350,7461.9KQ1 2026
Axis Wealth Partners, LLC$188M AUM0.13%$227,665723Q3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.13%$3M11.3KQ4 2025OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.13%$240,3441.3KQ1 2026
Qsemble Capital Management, LP$1.3B AUM0.13%$2M9.2KQ1 2026
Moran Wealth Management, LLC$3.3B AUM0.13%$4M22.8KQ1 2026
FORA Capital, LLC$1.4B AUM0.13%$2M9.4KQ1 2026
Simmons Bank$1.5B AUM0.13%$2M10.3KQ1 2026
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.13%$4M20.8KQ1 2026
Merrion Investment Management Co, LLC$211M AUM0.12%$228,8101.3KQ1 2026
Fortis Capital Advisors, LLC$763M AUM0.12%$938,1315.1KQ1 2026
Financial Sense Advisors, Inc.$493M AUM0.12%$604,0653.3KQ1 2026
Aventura Private Wealth, LLC$273M AUM0.12%$334,6151.8KQ1 2026
CW Advisors, LLC$10.3B AUM0.12%$12M43.5KQ2 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.12%$27M96.1KQ2 2025OLDER
Fire Capital Management LLC$214M AUM0.12%$247,3011.4KQ1 2026
NVWM, LLC$449M AUM0.11%$516,5672.8KQ1 2026
Fulcrum Asset Management LLP$662M AUM0.11%$749,2914.2KQ1 2026
Byrne Asset Management LLC$185M AUM0.11%$193,1181.1KQ1 2026
MRA Advisory Group$276M AUM0.11%$274,5751.5KQ1 2026
Arosa Capital Management LP$660M AUM0.11%$732,2004.0KQ1 2026
Kercheville Advisors, LLC$313M AUM0.11%$338,6431.9KQ1 2026
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.11%$303,3141.7KQ1 2026
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.11%$2M8.7KQ1 2026
Quantum Portfolio Management LLC$230M AUM0.10%$237,4161.3KQ1 2026
Gibbs Wealth Management$762M AUM0.10%$775,7664.2KQ1 2026
Emerald Investment Advisers, LLC$1.1B AUM0.10%$1M6.2KQ1 2026
Harbour Capital Advisors, LLC$525M AUM0.10%$528,6122.5KQ1 2026
SkyOak Wealth, LLC$546M AUM0.10%$549,1503.0KQ1 2026
Darden Wealth Group Inc$196M AUM0.10%$205,607850Q4 2025OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.10%$365,3682.0KQ1 2026
Legato Capital Management LLC$1.1B AUM0.10%$891,1392.8KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.10%$82M447.7KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.10%$1M5.8KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.09%$126M688.0KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.09%$1M6.8KQ1 2026
PEAK6 LLC$42.6B AUM0.09%$39M215.5KQ1 2026
Twin Tree Management, LP$4.7B AUM0.09%$4M23.9KQ1 2026
AGF MANAGEMENT LTD$22.3B AUM0.09%$21M65.2KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.09%$223,257709Q3 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.09%$3M14.4KQ1 2026
Blueshift Asset Management, LLC$330M AUM0.08%$279,7001.5KQ1 2026
Rakuten Securities, Inc.$241M AUM0.08%$199,8911.1KQ1 2026
Brookwood Investment Group LLC$810M AUM0.08%$638,2822.0KQ3 2025OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.08%$791,6914.3KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$1M7.7KQ1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.08%$160,535877Q1 2026
Jump Financial, LLC$7.5B AUM0.08%$6M32.6KQ1 2026
Westfuller Advisors, LLC$232M AUM0.08%$183,0501.0KQ1 2026
Kingdom Financial Group LLC.$349M AUM0.08%$255,4361.1KQ4 2025OLDER
BOURNE LENT ASSET MANAGEMENT INC$272M AUM0.08%$203,454714Q2 2025OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM0.08%$242,9071.3KQ1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.08%$90,709375Q4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.08%$24M97.9KQ4 2025OLDER
Covea Finance$2.9B AUM0.08%$2M11.8KQ1 2026
SteelPeak Wealth, LLC$3.9B AUM0.08%$2M13.4KQ1 2026
Balboa Wealth Partners$596M AUM0.07%$441,1512.4KQ1 2026
CASTLEARK MANAGEMENT LLC$3.0B AUM0.07%$2M10.3KQ4 2025OLDER
Stiles Financial Services Inc$327M AUM0.07%$209,440735Q2 2025OLDER
Munro Partners$3.0B AUM0.07%$3M11.2KQ4 2025OLDER
Advantage Trust Co$223M AUM0.07%$142,475500Q2 2025OLDER
Net Worth Advisory Group$482M AUM0.07%$241,652767Q3 2025OLDER
one8zero8, LLC$449M AUM0.07%$323,3921.0KQ3 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.07%$719,2033.9KQ1 2026
Farringdon Capital, Ltd.$457M AUM0.07%$310,2701.7KQ1 2026
PeakShares LLC$109M AUM0.07%$73,220400Q1 2026
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.07%$2M8.9KQ1 2026
Cypress Capital Group$889M AUM0.07%$587,2243.2KQ1 2026
1832 Asset Management L.P.$108.8B AUM0.07%$83M264.6KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.06%$3M16.5KQ1 2026
Archford Capital Strategies, LLC$873M AUM0.06%$557,2043.0KQ1 2026
Parisi Gray Wealth Management$487M AUM0.06%$262,8041.4KQ1 2026
Mount Lucas Management LP$271M AUM0.06%$166,576910Q1 2026
TBH Global Asset Management, LLC$497M AUM0.06%$302,9481.7KQ1 2026
Kovack Advisors, Inc.$1.9B AUM0.06%$1M6.2KQ1 2026
Westerkirk Capital Inc.$929M AUM0.06%$480,7111.7KQ2 2025OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.06%$524,8042.9KQ1 2026
Cypress Capital, LLC$370M AUM0.06%$208,993864Q4 2025OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.06%$1M6.3KQ1 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.06%$172,982945Q1 2026
Quadrature Capital Ltd$8.4B AUM0.06%$5M26.6KQ1 2026
FSA Wealth Management LLC$273M AUM0.06%$157,445500Q3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.06%$108,851450Q4 2025OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.06%$572,1792.0KQ2 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$7M28.7KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M17.7KQ1 2026
Swedbank AB$95.1B AUM0.05%$50M273.3KQ1 2026
Forefront Wealth Partners, LLC$239M AUM0.05%$206,253655Q3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.05%$72M232.5KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.05%$2M8.3KQ2 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.05%$5M29.2KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M9.0KQ1 2026
Formidable Asset Management, LLC$648M AUM0.05%$326,5521.4KQ1 2026
SCHNIEDERS CAPITAL MANAGEMENT LLC$570M AUM0.05%$284,9501.0KQ2 2025OLDER
Portside Wealth Group, LLC$738M AUM0.05%$369,0292.0KQ1 2026
Cornerstone Capital, Inc.$1.0B AUM0.05%$510,1221.6KQ3 2025OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.05%$842,0304.6KQ1 2026
Ilex Capital Partners (UK) LLP$4.1B AUM0.05%$2M4.9KQ3 2025OLDER
Leonteq Securities AG$2.7B AUM0.05%$1M7.2KQ1 2026
Accredited Wealth Management, LLC$134M AUM0.05%$64,55350Q3 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.05%$3M17.8KQ1 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.05%$308,4101.3KQ4 2025OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.05%$226,250794Q2 2025OLDER
Mengis Capital Management, Inc.$581M AUM0.05%$276,5881.5KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.05%$3M13.7KQ1 2026
Numerai GP LLC$997M AUM0.05%$394,2811.6KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.05%$17,17471Q4 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.05%$915,2505.0KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.05%$45M244.8KQ1 2026
Defiance ETFs, LLC$7.0B AUM0.05%$3M17.5KQ1 2026
SIH Partners, LLLP$7.6B AUM0.05%$3M18.6KQ1 2026
Clearstead Trust, LLC$613M AUM0.04%$274,5751.5KQ1 2026
Cynosure Group, LLC$800M AUM0.04%$355,8491.9KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.04%$22M118.3KQ1 2026
Limestone Investment Advisors LP$1.2B AUM0.04%$495,8131.7KQ2 2025OLDER
Abundance Wealth Counselors$697M AUM0.04%$251,912800Q3 2025OLDER
Man Group plc$55.1B AUM0.04%$24M129.5KQ1 2026
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.04%$389,9271.6KQ4 2025OLDER
Korea Investment CORP$48.3B AUM0.04%$21M112.0KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.04%$529,0471.9KQ2 2025OLDER
Quantbot Technologies LP$2.4B AUM0.04%$2M4.8KQ3 2025OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.04%$273,8431.5KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.04%$379,5251.6KQ4 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.04%$9M47.4KQ1 2026
LBP AM SA$7.3B AUM0.04%$3M15.2KQ1 2026
Pekin Hardy Strauss, Inc.$957M AUM0.04%$363,3542.0KQ1 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.04%$582,7202.0KQ3 2025OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM0.04%$305,6941.7KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.04%$1M6.5KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.04%$1M6.2KQ1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.04%$13M70.0KQ1 2026
Silvant Capital Management LLC$2.9B AUM0.04%$1M4.5KQ4 2025OLDER
Royal Fund Management, LLC$1.1B AUM0.04%$371,7592.2KQ1 2026
CIM, LLC$692M AUM0.04%$242,1751.3KQ1 2026
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.03%$270,805860Q3 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.03%$323,8151.8KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.03%$938,1315.1KQ1 2026
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.03%$912,4103.2KQ2 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$7M35.7KQ1 2026
Walleye Capital LLC$24.0B AUM0.03%$8M43.2KQ1 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.03%$5M25.5KQ1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.03%$704,7493.9KQ1 2026
Magnus Financial Group LLC$1.4B AUM0.03%$379,4632.1KQ1 2026
HAP Trading, LLC$1.1B AUM0.03%$323,7505.0KQ2 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.03%$2M10.4KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$333,8831.8KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M9.2KQ1 2026
McGowan Group Asset Management, Inc.$785M AUM0.03%$234,278744Q3 2025OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.03%$285,290906Q3 2025OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.03%$125,956400Q3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.03%$522,4822.2KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$15M82.6KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.03%$58M305.4KQ1 2026
Once Capital Management, LLC$374M AUM0.03%$125,956400Q3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.03%$401,8652.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.03%$249M1.36MQ1 2026
Keebeck Wealth Management$889M AUM0.03%$246,2021.3KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.03%$142,475500Q2 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.03%$238,3311.3KQ1 2026
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.03%$284,2771.6KQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.03%$23M73.5KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.03%$3M11.4KQ4 2025OLDER
Marex Group Ltd$15.8B AUM0.03%$4M23.3KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.03%$41M225.3KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.03%$341,0851.2KQ2 2025OLDER
Operose Advisors LLC$431M AUM0.03%$114,589626Q1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$213,713750Q2 2025OLDER
Per Stirling Capital Management, LLC.$905M AUM0.03%$220,108699Q3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$270,9141.5KQ1 2026
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.03%$377,8321.6KQ4 2025OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.03%$463,2191.9KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$2M12.2KQ1 2026
Octavia Wealth Advisors, LLC$1.0B AUM0.03%$253,801806Q3 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$255,9201.1KQ4 2025OLDER
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.2B AUM0.02%$241,8901.0KQ4 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$577,7063.2KQ1 2026
Walleye Trading LLC$60.0B AUM0.02%$15M79.6KQ1 2026
KEYSTONE INVESTORS PTE LTD$1.1B AUM0.02%$266,5631.1KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$7M39.0KQ1 2026
Inspire Advisors, LLC$1.2B AUM0.02%$247,504786Q3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M99.4KQ1 2026
RiverPark Advisors, LLC$276M AUM0.02%$79,098327Q4 2025OLDER
NFSG Corp$608M AUM0.02%$138,203755Q1 2026
MARSHALL WACE, LLP$100.4B AUM0.02%$22M122.3KQ1 2026
Tidal Investments LLC$47.4B AUM0.02%$11M57.5KQ1 2026
Golden State Wealth Management, LLC$915M AUM0.02%$200,9891.1KQ1 2026
Lodestone Wealth Management LLC$252M AUM0.02%$54,366297Q1 2026
Empowered Funds, LLC$15.7B AUM0.02%$3M18.4KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$51M279.2KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.02%$12M66.5KQ1 2026
Red Tortoise LLC$240M AUM0.02%$50,156274Q1 2026
Modus Advisors, LLC$363M AUM0.02%$78,856326Q4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$1M4.5KQ3 2025OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.02%$738,2414.0KQ1 2026
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.02%$1M7.4KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M9.3KQ1 2026
Costello Asset Management, INC$289M AUM0.02%$57,844316Q1 2026
Williams Jones Wealth Management, LLC.$8.1B AUM0.02%$2M8.8KQ1 2026
Abacus Wealth Partners, LLC$1.1B AUM0.02%$217,2801.2KQ1 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M7.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.02%$120M657.9KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.02%$2M5.4KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M10.6KQ1 2026
Granite Investment Partners, LLC$1.6B AUM0.02%$310,4531.7KQ1 2026
Horizon Investments, LLC$8.9B AUM0.02%$2M9.3KQ1 2026
Apollon Wealth Management, LLC$6.2B AUM0.02%$1M6.4KQ1 2026
Glass Jacobson Investment Advisors llc$290M AUM0.02%$54,915300Q1 2026
Rokos Capital Management LLP$13.2B AUM0.02%$3M13.7KQ1 2026
Fisher Asset Management, LLC$294.9B AUM0.02%$56M303.6KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.02%$210,5081.1KQ1 2026
Sage Mountain Advisors LLC$1.4B AUM0.02%$288,3691.0KQ2 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.02%$11M59.6KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$26M142.1KQ1 2026
Koshinski Asset Management, Inc.$1.6B AUM0.02%$297,4561.6KQ1 2026
Compound Planning, Inc.$3.3B AUM0.02%$591,9833.2KQ1 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.02%$91,525500Q1 2026
F/m Investments LLC$1.5B AUM0.02%$270,3651.5KQ1 2026
Signature Equity Partners, LLC$186M AUM0.02%$33,315182Q1 2026
Ares Financial Consulting, LLC$139M AUM0.02%$22,571123Q1 2026
EDGEWOOD MANAGEMENT LLC$15.5B AUM0.02%$3M15.0KQ1 2026
Atria Wealth Solutions, Inc.$4.4B AUM0.02%$781,0482.7KQ2 2025OLDER
Diversified Trust Co$5.4B AUM0.02%$949,8465.2KQ1 2026
IFP Advisors, Inc$4.8B AUM0.02%$847,3384.6KQ1 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$276,0731.6KQ1 2026
XTX Topco Ltd$5.8B AUM0.02%$1M5.5KQ1 2026
New Age Alpha Advisors, LLC$2.1B AUM0.02%$409,9871.3KQ3 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.02%$639,7953.5KQ1 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$425,5912.3KQ1 2026
Invesco Ltd.$653.3B AUM0.02%$110M598.3KQ1 2026
UBS Group AG$666.3B AUM0.02%$112M610.1KQ1 2026
Jaffetilchin Investment Partners, LLC$1.7B AUM0.02%$283,2531.2KQ4 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M5.5KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.02%$1M6.5KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$310M1.69MQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M10.3KQ1 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.02%$648,7293.5KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$532,3102.9KQ1 2026
Clear Street Group Inc.$24.6B AUM0.02%$4M21.4KQ1 2026
BlackRock, Inc.$5.72T AUM0.02%$908M4.96MQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M101.1KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.02%$462,7361.9KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M6.5KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$10M56.8KQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.02%$2M8.4KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$583,0143.2KQ1 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$1M4.6KQ4 2025OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$230,763954Q4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M10.5KQ1 2026
Erste Asset Management GmbH$10.8B AUM0.01%$2M9.0KQ1 2026
SYON CAPITAL LLC$2.0B AUM0.01%$292,5141.6KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M9.3KQ1 2026
STATE STREET CORP$2.90T AUM0.01%$419M2.29MQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$8M43.8KQ1 2026
HAP TRADING, LLC$1.4B AUM0.01%$200,3105.3KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$4M11.3KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$60M327.7KQ1 2026
Berger Financial Group, Inc$1.8B AUM0.01%$246,9351.3KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M48.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.01%$105M574.6KQ1 2026
IFC & Insurance Marketing, Inc.$114M AUM0.01%$13,00052Q4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$2M9.1KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$9M27.3KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$459,8222.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$856M3.54MQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$3M14.4KQ1 2026
Caprock Group, LLC$4.1B AUM0.01%$501,9232.7KQ1 2026
Chicago Capital, LLC$3.7B AUM0.01%$449,0222.5KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$4M15.0KQ2 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M12.3KQ4 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$250,8401.0KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$4M23.8KQ1 2026
Essex Financial Services, Inc.$1.8B AUM0.01%$202,462837Q4 2025OLDER
Sageworth Trust Co$2.3B AUM0.01%$263,9021.1KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$239,6121.3KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$514,3712.8KQ1 2026
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$232,704739Q3 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$226,893938Q4 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$19,403106Q1 2026
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$563,8462.3KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M5.3KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$204,6501.1KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$42M231.4KQ1 2026
Motley Fool Asset Management LLC$2.3B AUM0.01%$255,376811Q3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$167M913.9KQ1 2026
DnB Asset Management AS$28.0B AUM0.01%$3M15.9KQ1 2026
ALLSTATE CORP$9.4B AUM0.01%$961,1965.3KQ1 2026
Dana Investment Advisors, Inc.$3.4B AUM0.01%$348,3221.4KQ4 2025OLDER
Douglass Winthrop Advisors, LLC$5.5B AUM0.01%$549,1503.0KQ1 2026
&PARTNERS$20.2B AUM0.01%$2M10.9KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.01%$269,4501.5KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$73M399.9KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$2M8.9KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M9.3KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M22.7KQ1 2026
Truvestments Capital LLC$554M AUM0.01%$52,535287Q1 2026
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M7.5KQ1 2026
Hughes Financial Services, LLC$651M AUM0.01%$59,125323Q1 2026
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.01%$241,8901.0KQ4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.01%$149,735818Q1 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.01%$445,9102.4KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.01%$12M63.9KQ1 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$33,864185Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.01%$31,489100Q3 2025OLDER
Argent Trust Co$2.9B AUM0.01%$249,8641.4KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$2M11.6KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M4.6KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M8.4KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$212,236674Q3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$53M290.7KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$308,8861.1KQ2 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M10.1KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$216,329687Q3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M11.3KQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$3M17.4KQ1 2026
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$9,43339Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$103,606566Q1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M12.6KQ1 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$389,1642.1KQ1 2026
Kemnay Advisory Services Inc.$622M AUM0.01%$46,495254Q1 2026
BENJAMIN EDWARDS INC$10.1B AUM0.01%$749,8834.1KQ1 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M7.7KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M8.0KQ1 2026
FineMark National Bank & Trust$3.2B AUM0.01%$215,707757Q2 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M37.9KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$296M1.62MQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$40M217.4KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$744,8304.1KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$329,9721.2KQ2 2025OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.01%$217,701900Q4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M72.9KQ1 2026
M&T BANK CORP$29.2B AUM0.01%$2M11.4KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$426,2851.5KQ2 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$7M35.8KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$23M124.8KQ1 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.01%$939,5955.1KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$59M324.8KQ1 2026
Valeo Financial Advisors, LLC$4.7B AUM0.01%$299,775952Q3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M9.8KQ1 2026
Swiss National Bank$173.8B AUM0.01%$12M64.2KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$214,5351.2KQ1 2026
XPONANCE LLC$14.1B AUM0.01%$926,2335.1KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.01%$526,0862.9KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.01%$494,0522.7KQ1 2026
GAMMA Investing LLC$2.7B AUM0.01%$140,399767Q1 2026
Glen Eagle Advisors, LLC$714M AUM0.01%$46,678255Q1 2026
OPPENHEIMER & CO INC$8.2B AUM0.01%$532,8592.9KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.01%$7M38.3KQ1 2026
Rafferty Asset Management, LLC$24.6B AUM0.01%$2M8.5KQ1 2026
BARRETT & COMPANY, INC.$291M AUM0.01%$18,305100Q1 2026
ORG Partners LLC$568M AUM0.01%$35,311146Q4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$544,9403.0KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$400,3302.2KQ1 2026
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.01%$396,6692.2KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$33M179.6KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$7M36.3KQ1 2026
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.01%$586,8583.2KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$471,1712.6KQ1 2026
Forum Financial Management, LP$7.1B AUM0.01%$441,2081.8KQ4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$882,4844.8KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$9M50.2KQ1 2026
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$212,381878Q4 2025OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.01%$45,763250Q1 2026
DRW Securities, LLC$7.2B AUM0.01%$244,768858Q2 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$17M69.9KQ1 2026
NewEdge Wealth, LLC$8.4B AUM0.01%$444,4452.4KQ1 2026
Independent Advisor Alliance$9.3B AUM0.01%$203,735647Q3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M33.6KQ1 2026
Manchester Capital Management LLC$694M AUM0.01%$36,610200Q1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M7.3KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$213,1051.1KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$86M354.5KQ1 2026
Kennebec Savings Bank$111M AUM0.01%$5,67531Q1 2026
WEXFORD CAPITAL LP$690M AUM0.01%$26,370109Q4 2025OLDER
Centiva Capital, LP$13.6B AUM0.01%$310,8801.1KQ2 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$256,6451.1KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$342,4861.9KQ1 2026
Brookstone Capital Management$8.7B AUM0.01%$441,8832.4KQ1 2026
Prime Capital Investment Advisors, LLC$8.6B AUM0.01%$399,0241.3KQ3 2025OLDER
RFG Advisory, LLC$5.4B AUM0.00%$239,316760Q3 2025OLDER

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