SEC 13F Intelligence

AVNSAVANOS MED INC

CUSIP 05350V106 · Yahoo Finance ↗ · Google Finance ↗

Avanos Med Inc (AVNS) has 255 institutional holders in Filings Flow’s 13F database, together reporting 45.30M shares worth $518M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Brown Advisory Inc.

Institutional Holders
255
Q1 2026
Reported Value
$518M
Ticker
AVNS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 303Q4 ’18Q1 ’19: 290Q2 ’19: 274Q2 ’19Q3 ’19: 246Q2 ’21: 243Q2 ’21Q4 ’21: 260Q4 ’22: 259Q4 ’22Q4 ’25: 267Q1 ’26: 255Q1 ’26Q2 ’26: 18filingsflow.com
Total reported value
Q4 ’18: $2.8BQ4 ’18Q1 ’19: $2.8BQ2 ’19: $24.4BQ2 ’19Q3 ’19: $6.3BQ2 ’21: $3.2BQ2 ’21Q4 ’21: $4.9BQ4 ’22: $471MQ4 ’22Q4 ’25: $435MQ1 ’26: $518MQ1 ’26Q2 ’26: $18Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BOONE CAPITAL MANAGEMENT LLC$326M AUM5.09%$17M1.18MQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM2.84%$12M845.0KQ1 2026OLDER
KESTREL INVESTMENT MANAGEMENT CORP$167M AUM1.17%$2M139.8KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.53%$860,78861.4KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.50%$28M2.00MQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.35%$6M437.1KQ1 2026OLDER
Trigran Investments, Inc.$418M AUM0.32%$1M95.5KQ1 2026OLDER
Williams & Novak, LLC$151M AUM0.28%$371,24326.3KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.13%$502,55235.9KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.12%$263,80818.8KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.09%$243,29221.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$579,22151.6KQ4 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.08%$4M272.2KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.07%$7M513.7KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.07%$311,71127.8KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.07%$276,73523.9KQ3 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.07%$2M101.1KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$280,00024.9KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.06%$3M180.4KQ1 2026OLDER
Odyssean, LLC$274M AUM0.06%$169,74512.1KQ1 2026OLDER
Numerai GP LLC$997M AUM0.06%$508,23645.3KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.05%$518,23037.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.05%$843,72175.1KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$74,6855.33MQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.05%$31M2.23MQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.05%$8M573.9KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.05%$499,73943.2KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$6M421.5KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.04%$177,13115.8KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$144,88912.9KQ4 2025OLDER
MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM0.03%$328,91529.3KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M277.5KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.03%$1M98.0KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.03%$342,18829.6KQ3 2025OLDER
State of Wyoming$844M AUM0.03%$226,89216.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M109.0KQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.02%$2M167.1KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M123.2KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$2M175.1KQ2 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$194,54313.9KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$161,43514.0KQ3 2025OLDER
Petrus Trust Company, LTA$915M AUM0.01%$126,00410.9KQ3 2025OLDER
OP Asset Management Ltd$8.4B AUM0.01%$1M90.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$349,34331.1KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$894,86163.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$456,78040.7KQ4 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$70,5006.1KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$112,6074.5KQ2 2026
Aquatic Capital Management LLC$3.5B AUM0.01%$296,56226.4KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$526,91246.9KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M166.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M282.6KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M97.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$29M2.05MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$475,13042.3KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M671.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$293,34120.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$288,60620.6KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$490,60543.7KQ4 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$188,10216.8KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$350,33425.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$10M691.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$10,881889Q1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$118,00410.2KQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$2M222.4KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$660,36958.8KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M265.6KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$7,861700Q4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M149.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$79,3673.2KQ2 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$28,5842.0KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$361,45825.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$15M1.06MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M167.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M286.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$177,89912.7KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$18,4931.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M129.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$204,14014.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$233,78516.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M274.9KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$546,44639.0KQ2 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$148,54810.6KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$541,64548.2KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$483,34534.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$8M584.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$364,40026.0KQ1 2026OLDER
Quarry LP$558M AUM0.00%$8,231712Q3 2025OLDER
BLACKHILL CAPITAL INC$1.9B AUM0.00%$33,2742.4KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$96M6.84MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M137.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$160,54414.3KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$52,4533.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M138.2KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$298,44525.8KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$352,66130.5KQ3 2025OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$1,873162Q3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$685,52348.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$173,17812.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$14,2061.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$831,08371.9KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$447,49339.8KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$326,67123.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$493,82435.2KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$237,10416.9KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.00%$9,821701Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$254,08518.1KQ1 2026OLDER
Longview Financial Advisors, Inc.$171M AUM0.00%$2,031145Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$46,8633.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$907,46078.5KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M79.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M489.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$4M302.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$314,80522.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$178,75412.8KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$4,189299Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M89.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$31,8872.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M128.2KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$3,811272Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$28M1.97MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$15M1.09MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$17M1.24MQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,307236Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$7M489.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$696,49349.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$160,82111.5KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.00%$2,920260Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M304.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$197,64817.6KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$7M480.9KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$471,43733.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M91.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$12M1.09MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M80.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$345,29724.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$7,907684Q3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$764,86468.1KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$28M1.97MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M99.3KQ1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.00%$1,32897Q1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$2,416209Q3 2025OLDER
EQ WEALTH ADVISORS, LLC$171M AUM0.00%$1,123100Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$976,95469.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M189.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$588,65842.0KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$1,905136Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M210.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$40M3.53MQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$142,90210.2KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$4,199170Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$121,55110.8KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$309,74722.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$173,15012.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$129,22311.5KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$340,51424.3KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$49520Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M211.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$238,07621.2KQ4 2025OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.00%$56125Q4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$139,70810.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$294,53221.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M85.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$13,871990Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$388,67033.6KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$257,85418.4KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$137,40211.9KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M113.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M96.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M199.2KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$287,79824.9KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$184,97413.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$389,73027.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$287,53520.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$10,998785Q1 2026OLDER
Piscataqua Savings Bank$148M AUM0.00%$44940Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$5,996428Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$474,93933.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$164,22511.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$5M380.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M132.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$198,80214.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$153,88111.0KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$33724Q1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$35125Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$171,12012.2KQ1 2026OLDER
Paladin Partners, LLC$139M AUM0.00%$33624Q2 2026
MTM Investment Management, LLC$316M AUM0.00%$74353Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M251.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$116,1298.3KQ1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.00%$93967Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$8,210330Q2 2026
Key FInancial Inc$562M AUM0.00%$1,18084Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$14,0381.3KQ4 2025OLDER
William B. Walkup & Associates, Inc.$167M AUM0.00%$33023Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5,982427Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,382170Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,22187Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$520,79146.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$8,126580Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$60243Q1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$70150Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$9,821701Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$174,76112.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$290,10520.7KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,087149Q1 2026OLDER
Archer Investment Corp$469M AUM0.00%$57850Q3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$98970.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M111.0KQ1 2026OLDER
Creative Capital Management Investments LLC$348M AUM0.00%$39228Q1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$35025Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$361,68431.3KQ3 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$1,35997Q1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$1,06476Q1 2026OLDER
Core Alternative Capital$339M AUM0.00%$34730Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,172155Q1 2026OLDER
Jessup Wealth Management, Inc$274M AUM0.00%$30327Q4 2025OLDER
BAYBAN$115M AUM0.00%$1128Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$6,136438Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$28,8892.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$62,3544.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$167,46212.0KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$2,270162Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$1,26190Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$51837Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$193,70213.8KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,17784Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$5,142367Q1 2026OLDER
1 NORTH WEALTH SERVICES LLC$277M AUM0.00%$19614Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$71551Q1 2026OLDER
City State Bank$385M AUM0.00%$25218Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$50536Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$144,91910.3KQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$23817Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$98170Q1 2026OLDER
Bangor Savings Bank$1.4B AUM0.00%$77131Q2 2026
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$56140Q1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$1049Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$280,73920.0KQ2 2026
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$74630Q2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$28020Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$88,5016.3KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$1,399121Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$5,016356Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$11,615829Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$193,14013.8KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$1,19548Q2 2026
Wilkerson Advisory Group LLC$291M AUM0.00%$1269Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$997Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$26619Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,171726Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,34596Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$846Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$29,6592.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$120,67310.7KQ4 2025OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$1128Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,751125Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$259,35318.5KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$1,696151Q4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$42837Q3 2025OLDER
NFSG Corp$608M AUM0.00%$16812Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$23,3271.7KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$856Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$33730Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$16812Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$13,4761.2KQ4 2025OLDER
Boreal Capital Management LLC$123M AUM0.00%$282Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$3,329288Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,134101Q4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$6,136438Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$35025Q1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$994Q2 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$50436Q1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$13912Q3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,309297Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$1,612115Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$14,6541.0KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$987Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$71551Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$151Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$43,0003.1KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$24910Q2 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$33224Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$51821Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$26619Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$34914Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$433Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$13612Q4 2025OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$232Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$97284Q3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$67248Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$18213Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$33224Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$26619Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$564Q1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$282Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$5,084376Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$64446Q1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$222Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$11310Q4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$1128Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$585Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$16812Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$37827Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,653118Q2 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$16912Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$25118Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$141Q1 2026OLDER

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