SEC 13F Intelligence

AWRAMER STATES WTR CO

CUSIP 029899101 · Yahoo Finance ↗ · Google Finance ↗

Amer States Wtr Co (AWR) has 374 institutional holders in Filings Flow’s 13F database, together reporting 31.77M shares worth $2.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
374
Q1 2026
Reported Value
$2.3B
Ticker
AWR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 256Q4 ’18Q1 ’19: 269Q2 ’19: 265Q2 ’19Q3 ’19: 283Q2 ’21: 259Q2 ’21Q4 ’21: 297Q4 ’22: 297Q4 ’22Q4 ’25: 352Q1 ’26: 374Q1 ’26Q2 ’26: 18filingsflow.com
Total reported value
Q4 ’18: $4.6BQ4 ’18Q1 ’19: $5.2BQ2 ’19: $5.9BQ2 ’19Q3 ’19: $7.3BQ2 ’21: $9.8BQ2 ’21Q4 ’21: $14.4BQ4 ’22: $708MQ4 ’22Q4 ’25: $2.2BQ1 ’26: $2.3BQ1 ’26Q2 ’26: $23Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Dean Capital Management$241M AUM1.46%$4M46.7KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM0.79%$10M126.2KQ1 2026OLDER
Wolfstich Capital, LLC$114M AUM0.78%$888,57111.6KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.71%$5M66.6KQ1 2026OLDER
Buck Wealth Strategies, LLC$810M AUM0.67%$5M66.5KQ3 2025OLDER
SkyOak Wealth, LLC$546M AUM0.51%$3M36.6KQ1 2026OLDER
Kennondale Capital Management LLC$139M AUM0.43%$598,3387.9KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM0.34%$15M204.6KQ3 2025OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.33%$7M88.2KQ1 2026OLDER
FIRST NATIONAL CORP /MA/ /ADV$527M AUM0.32%$2M23.7KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.30%$14M186.6KQ1 2026OLDER
NUANCE INVESTMENTS, LLC$717M AUM0.27%$2M25.9KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.25%$5M65.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.24%$938,82212.4KQ1 2026OLDER
ELCO Management Co., LLC$208M AUM0.23%$476,1796.3KQ1 2026OLDER
Odyssean, LLC$274M AUM0.23%$622,7318.2KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.20%$553,1997.5KQ3 2025OLDER
Perpetual Ltd$7.0B AUM0.19%$13M160.4KQ2 2026
VIRTUS ADVISERS, LLC$215M AUM0.17%$363,2034.8KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.17%$2M24.3KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.15%$2M26.5KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.15%$182,3202.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.15%$191M2.53MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$2M21.1KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.13%$615,1558.4KQ3 2025OLDER
Farmers & Merchants Trust Co of Long Beach$426M AUM0.12%$522,9126.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.12%$303,7654.1KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.12%$5M61.2KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.11%$375,7655.1KQ3 2025OLDER
Martin Capital Partners, LLC$272M AUM0.11%$290,8583.5KQ2 2026
Gitterman Wealth Management, LLC$436M AUM0.09%$413,3925.6KQ3 2025OLDER
HCR Wealth Advisors$1.1B AUM0.09%$1M12.7KQ2 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.09%$2M19.9KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.09%$2M32.0KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.08%$291,6123.9KQ1 2026OLDER
WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM0.08%$988,39213.1KQ1 2026OLDER
Asset Planning,Inc$141M AUM0.08%$109,6491.4KQ1 2026OLDER
First Pacific Financial$777M AUM0.07%$576,7407.6KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.07%$2M30.5KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.07%$289,2053.5KQ2 2026
MGB Wealth Management, LLC$350M AUM0.07%$234,4863.2KQ4 2025OLDER
Redmond Asset Management, LLC$366M AUM0.07%$238,2033.1KQ1 2026OLDER
Financial Advisors Network, Inc.$724M AUM0.06%$454,1746.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.06%$3M40.2KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.06%$1M15.2KQ1 2026OLDER
Blankinship & Foster, LLC$452M AUM0.06%$261,9093.5KQ1 2026OLDER
CIM, LLC$692M AUM0.06%$396,8065.2KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.06%$622,2018.2KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.05%$151,2402.0KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.05%$442,3775.8KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.05%$1M17.7KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.05%$893,85311.8KQ1 2026OLDER
ADIRONDACK TRUST CO$336M AUM0.05%$165,2602.0KQ2 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM0.05%$201,4942.8KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.05%$7M99.2KQ1 2026OLDER
111 Capital$406M AUM0.05%$239,6833.3KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.05%$1M14.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.05%$63M836.1KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$522,0796.9KQ1 2026OLDER
BLACKHILL CAPITAL INC$1.9B AUM0.04%$816,69610.8KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.04%$36M474.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$5M72.2KQ4 2025OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.04%$4M51.4KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.04%$491,4146.8KQ4 2025OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.04%$94,5251.3KQ1 2026OLDER
OAK HILL WEALTH ADVISORS, LLC$534M AUM0.04%$205,2962.8KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$8M107.2KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M68.5KQ1 2026OLDER
Magellan Asset Management Ltd$7.7B AUM0.04%$3M36.7KQ1 2026OLDER
Clarity Asset Management, Inc.$198M AUM0.03%$65,977872Q1 2026OLDER
Caitlin John, LLC$167M AUM0.03%$54,522721Q1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$10M138.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$913,94312.1KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.03%$61,615815Q1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M17.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M24.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.03%$6M78.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.03%$13M178.2KQ1 2026OLDER
Vision Capital Management, Inc.$792M AUM0.03%$220,8872.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M20.9KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$3M45.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M17.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M23.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$66,563846Q1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$5M60.1KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M19.7KQ1 2026OLDER
Amplius Wealth Advisors, LLC$1.2B AUM0.02%$226,8603.0KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.02%$3M33.4KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$4M56.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$16M209.2KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.02%$225,4133.1KQ4 2025OLDER
Stonebridge Capital Advisors LLC$1.4B AUM0.02%$241,9843.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$36M473.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$834,67511.4KQ3 2025OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.01%$434,8806.0KQ4 2025OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$551,1857.2KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$20,236276Q3 2025OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$317,3774.2KQ1 2026OLDER
BAYBAN$115M AUM0.01%$15,124200Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M105.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$235M3.11MQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$227,3143.1KQ3 2025OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.01%$244,9983.0KQ2 2026
GAMMA Investing LLC$2.7B AUM0.01%$324,8193.9KQ2 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$18M243.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$56M741.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$389,2175.1KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$611,2977.4KQ2 2026
Entropy Technologies, LP$2.2B AUM0.01%$206,9302.9KQ4 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$194,5712.6KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$229,2803.0KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$681,5609.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.01%$7M92.7KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$569,0957.5KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M30.3KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.01%$72,973965Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$883,84711.7KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$262,7803.5KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$309,3454.3KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$780,70110.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$519M6.86MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M30.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$341,5004.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$669,1618.8KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$403,2815.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M60.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M21.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$450,6686.2KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$925,51312.2KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$316,5454.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$9M119.3KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$237,5543.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$14M188.9KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.01%$740,3959.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$244,5553.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$48M638.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$602,9188.0KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.01%$12,175161Q1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$638,2738.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$3M40.0KQ1 2026OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.01%$245,3293.3KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$713,3239.4KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$292,2224.0KQ3 2025OLDER
Pflug Koory, LLC$218M AUM0.01%$15,200201Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$1M14.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$775,63410.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$16M206.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$325,1454.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M28.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$534,2557.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$202,0022.8KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M16.8KQ1 2026OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.01%$308,2224.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M46.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$98M1.35MQ1 2026OLDER
Redwood Park Advisors LLC$150M AUM0.01%$8,539113Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$6M75.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$2M28.3KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M92.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M21.7KQ1 2026OLDER
Hilltop National Bank$468M AUM0.01%$21,996300Q3 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$156M2.06MQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.01%$383,2745.3KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$25,078346Q2 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$35M462.1KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$307,1974.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$5M59.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$361M4.98MQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$551,5457.2KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$2M28.4KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$2M24.2KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$2M29.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$20M262.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$404,0035.6KQ4 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$244,8023.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$223,0793.0KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$176,1192.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$17,317229Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$46,355613Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$8M104.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$804,06710.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$261,1403.5KQ2 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$4M58.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$17M223.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$25M329.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M56.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M15.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$258,2423.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$33M441.4KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$28,418388Q3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$71M934.4KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$245,7663.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$220,5392.7KQ2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$1M17.6KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$8M103.0KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$11,343150Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M43.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$112,8581.5KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$273,3663.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M17.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$17M227.5KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$47,525628Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$94,2241.3KQ4 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$24,274321Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$125,6801.7KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$334,9974.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M46.5KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$10,265140Q3 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$70,720935Q1 2026OLDER
State of Wyoming$844M AUM0.00%$30,853408Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$776,37510.7KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$370,1604.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M23.0KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.00%$330,7624.4KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$254,7673.5KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M43.3KQ4 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$6,10184Q4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$483,2106.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M76.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$133M1.76MQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$331,7454.4KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$264,9723.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$434,0385.7KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$116,2281.5KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.00%$47,214624Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M29.4KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$28,736380Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M30.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M17.9KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$250,2153.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M29.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$434,3615.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$753,79210.4KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$736,5399.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M23.2KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M23.3KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$3M46.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$706,8979.8KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M27.1KQ2 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$10,738142Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$5,24272Q4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$10,338141Q3 2025OLDER
Modera Wealth Management, LLC$8.3B AUM0.00%$218,9202.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$758,28610.5KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$325,3934.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M102.1KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$6,36383Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$703,7969.3KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$505,6716.7KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$73,3201.0KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$9M121.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$596,7177.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$758,84710.0KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$341,2734.5KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$324,5794.3KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M18.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M19.6KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$2,94939Q1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$213,7032.8KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$387,2505.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M15.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$561,9077.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M236.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M25.1KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$631,5108.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M29.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$8M107.6KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$27,375362Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$374,6975.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$367,0594.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$9M112.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$97,7161.3KQ4 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$204,9302.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$18,922229Q2 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$27,800368Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$15,804216Q3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M20.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M158.8KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$16,992219Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$792,04410.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M38.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M14.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$676,3458.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M27.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$762,50810.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$26,543351Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9M119.4KQ1 2026OLDER
Quarry LP$558M AUM0.00%$7,48699Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$466,1226.2KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,43719Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$931,10912.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M14.8KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,43719Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$19M247.6KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,43719Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M50.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M17.4KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$234,9173.2KQ3 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$37,810500Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$22,928301Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$5,36971Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M15.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M55.5KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$66,464917Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$250,2853.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$48,397640Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$74,796989Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M42.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$500,4536.6KQ1 2026OLDER
Sankala Group LLC$122M AUM0.00%$1,13315Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M50.3KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$11,798156Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$605,9738.0KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$1,17415.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$220,7352.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$46,204611Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$553,3887.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$12M152.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M68.6KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$75,446923Q2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$449,0325.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$49,834659Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$10,587140Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$258,3113.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$601,5578.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$24,652326Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M46.9KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$2M31.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M15.4KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$2,72336Q1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$1,63622Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M16.9KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$7,562100Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M16.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$443,7385.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$544,5407.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,55447Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$621,5388.2KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$251,8153.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$4,46259Q1 2026OLDER
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.00%$220,1073.0KQ3 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$46,882611Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$505,8226.7KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$2,87438Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,19329Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,18255.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$31,307414Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$11,721155Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$12,685175Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M15.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$69,925925Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$10,795143Q1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$120,0841.6KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,36118Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$94,9031.3KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$75710Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$564,6547.5KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,02540Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$593,2907.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$302,0784.1KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$170,6272.3KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$3795Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$446,1585.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$211,5132.8KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,05914Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$591,1227.8KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$17,771235Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$5,29370Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,68223Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$2,34031Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$36,807502Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M13.9KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$7,562100Q1 2026OLDER
Trust Co$1.1B AUM0.00%$1,90325Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M21.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$32,517430Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$232,9853.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$88012Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$289,9313.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$4,95860Q2 2026
Bay Harbor Wealth Management, LLC$386M AUM0.00%$4536Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,81524Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$60,292832Q4 2025OLDER
Davis Capital Management$169M AUM0.00%$1652Q2 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$2273Q1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,83325Q3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$6058Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$5307Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,43719Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$94213Q4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$41,515549Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$232,5843.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,59349Q3 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1512Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$3795Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$2183Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$4546Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$15,124200Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$2273Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1522Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$558,1707.4KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,24617Q3 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$1512Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$761Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$75610Q1 2026OLDER
NATIXIS$28.0B AUM0.00%$6,42885Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$4546Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$761Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$75710Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$23,367309Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,72336Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$611Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,08815Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,80850Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,87438Q2 2026
Tortoise Investment Management, LLC$1.2B AUM0.00%$731Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,43719Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3024Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM$00Q4 2025OLDER

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