SEC 13F Intelligence

AXTAAXALTA COATING SYS LTD

CUSIP G0750C108 · Yahoo Finance ↗ · Google Finance ↗

Axalta Coating Sys Ltd (AXTA) has 374 institutional holders in Filings Flow’s 13F database, together reporting 225.04M shares worth $6.1B as of Q1 2026. The largest reported holders are Artisan Partners Limited Partnership, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
374
Q1 2026
Reported Value
$6.1B
Ticker
AXTA
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 266Q4 ’18Q1 ’19: 288Q2 ’19: 290Q2 ’19Q3 ’19: 303Q2 ’21: 308Q2 ’21Q4 ’21: 291Q4 ’22: 285Q4 ’22Q4 ’25: 410Q1 ’26: 374Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $28.1BQ4 ’18Q1 ’19: $48.7BQ2 ’19: $36.8BQ2 ’19Q3 ’19: $35.8BQ2 ’21: $61.0BQ2 ’21Q4 ’21: $22.5BQ4 ’22: $3.1BQ4 ’22Q4 ’25: $7.0BQ1 ’26: $6.1BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ATLANTIC INVESTMENT MANAGEMENT, INC.$172M AUM18.63%$33M1.02MQ4 2025OLDER
FIFTHDELTA Ltd$725M AUM15.32%$111M4.01MQ1 2026
MAC Alpha Capital Management, LP$171M AUM7.15%$12M442.4KQ1 2026
LUMINUS MANAGEMENT LLC$166M AUM6.68%$11M399.3KQ1 2026
Parsifal Capital Management, LP$849M AUM6.08%$52M1.86MQ1 2026
Sand Grove Capital Management LLP$444M AUM5.25%$15M479.3KQ4 2025OLDER
LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM5.07%$80M2.90MQ1 2026
Melqart Asset Management (UK) Ltd$1.0B AUM2.52%$26M922.3KQ1 2026
Channing Capital Management, LLC$3.9B AUM2.09%$82M2.95MQ1 2026
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM2.05%$33M1.18MQ1 2026
Ilex Capital Partners (UK) LLP$4.1B AUM2.00%$61M2.04MQ2 2025OLDER
Regents Gate Capital LLP$469M AUM1.97%$6M194.1KQ3 2025OLDER
Night Squared LP$681M AUM1.92%$5M186.3KQ3 2025OLDER
Empyrean Capital Partners, LP$3.1B AUM1.85%$57M2.05MQ1 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM1.66%$506M18.26MQ1 2026
Boussard & Gavaudan Investment Management LLP$1.1B AUM1.59%$21M639.9KQ4 2025OLDER
LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM1.55%$64M1.98MQ4 2025OLDER
Trinity Street Asset Management LLP$1.9B AUM1.50%$22M770.9KQ3 2025OLDER
Artisan Partners Limited Partnership$62.3B AUM1.28%$798M28.80MQ1 2026
12th Street Asset Management Company, LLC$611M AUM1.22%$7M228.5KQ4 2025OLDER
Sessa Capital IM, L.P.$5.5B AUM1.12%$62M2.22MQ1 2026
Turas Capital Management LP$392M AUM1.08%$4M152.1KQ1 2026
ARIEL INVESTMENTS, LLC$8.9B AUM1.07%$96M3.47MQ1 2026
Arnhold LLC$1.4B AUM1.02%$14M500.7KQ1 2026
Leeward Investments, LLC - MA$2.0B AUM1.01%$20M736.5KQ1 2026
Stanley Capital Management, LLC$598M AUM1.00%$6M216.6KQ1 2026
Aurora Investment Counsel$180M AUM0.77%$1M51.4KQ3 2025OLDER
SG Capital Management LLC$1.5B AUM0.73%$8M284.5KQ3 2025OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.67%$11M385.9KQ1 2026
WATER ISLAND CAPITAL LLC$896M AUM0.64%$6M206.9KQ1 2026
Taconic Capital Advisors LP$229M AUM0.60%$1M50.0KQ1 2026
Perpetual Ltd$7.0B AUM0.59%$39M1.40MQ1 2026
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.52%$1M37.3KQ4 2025OLDER
Slotnik Capital, LLC$342M AUM0.49%$2M65.0KQ4 2025OLDER
Advisors Preferred, LLC$679M AUM0.48%$3M118.4KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.44%$2M61.9KQ1 2026
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM0.44%$11M354.0KQ2 2025OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.43%$8M277.1KQ3 2025OLDER
Sciencast Management LP$785M AUM0.42%$2M79.0KQ3 2025OLDER
Albar Capital Partners LLP$618M AUM0.41%$2M53.9KQ4 2025OLDER
Walnut Level Capital LLC$118M AUM0.41%$484,75017.5KQ1 2026
Marathon Asset Management Ltd$2.6B AUM0.31%$8M287.3KQ1 2026
Clearline Capital LP$1.9B AUM0.29%$6M202.3KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.29%$4M121.9KQ4 2025OLDER
Scientech Research LLC$120M AUM0.28%$801,84728.0KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.26%$3M100.0KQ1 2026
Gator Capital Management, LLC$489M AUM0.26%$1M39.4KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.25%$9M301.9KQ3 2025OLDER
Burns Matteson Capital Management, LLC$273M AUM0.24%$662,80623.9KQ1 2026
TWINBEECH CAPITAL LP$965M AUM0.24%$6M211.5KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.24%$3M92.4KQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.24%$29M900.3KQ4 2025OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.23%$54M1.81MQ2 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.22%$1M40.0KQ4 2025OLDER
MRA Advisory Group$276M AUM0.22%$474,78916.0KQ2 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.22%$1M36.8KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.21%$634,59122.2KQ3 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.21%$6M180.7KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.21%$21M741.6KQ1 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.20%$32M1.15MQ1 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.20%$5M140.6KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.20%$25M912.4KQ1 2026
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.20%$850,39030.7KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.20%$1M44.3KQ3 2025OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.20%$34M1.06MQ4 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.20%$1M45.5KQ1 2026
Baldwin Investment Management, LLC$856M AUM0.17%$1M54.0KQ1 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.17%$13M440.7KQ3 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.17%$10M382.6KQ1 2026
MQS Management LLC$148M AUM0.16%$236,5588.5KQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.16%$3M110.0KQ1 2026
Bridgefront Capital, LLC$402M AUM0.16%$537,05418.8KQ3 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.16%$1M31.6KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.15%$46M1.66MQ1 2026
Sagewood Asset Management LP$319M AUM0.15%$435,41013.5KQ4 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.14%$740,72626.7KQ1 2026
Cetera Trust Company, N.A$177M AUM0.14%$249,4399.0KQ1 2026
New Age Alpha Advisors, LLC$2.1B AUM0.14%$3M117.1KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.14%$466,05316.8KQ1 2026
Woodline Partners LP$26.4B AUM0.14%$35M1.08MQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.13%$346,90312.1KQ3 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.13%$406,62112.6KQ4 2025OLDER
Bull Harbor Capital LLC$373M AUM0.13%$488,68317.6KQ1 2026
SITTNER & NELSON, LLC$274M AUM0.13%$351,79012.7KQ1 2026
Walleye Capital LLC$24.0B AUM0.13%$30M1.09MQ1 2026
MANGROVE PARTNERS IM, LLC$1.2B AUM0.12%$2M55.5KQ1 2026
R Squared Ltd$182M AUM0.12%$219,2467.9KQ1 2026
Weiss Asset Management LP$5.9B AUM0.11%$8M249.1KQ4 2025OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.11%$2M58.9KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.11%$49M1.76MQ1 2026
OSSIAM$5.7B AUM0.10%$5M160.3KQ4 2025OLDER
OKABENA INVESTMENT SERVICES INC$519M AUM0.10%$523,53018.9KQ1 2026
Machina Capital S.A.S.$508M AUM0.10%$504,44518.2KQ1 2026
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.09%$5M185.0KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.09%$1M49.7KQ3 2025OLDER
Sender Co & Partners, Inc.$165M AUM0.09%$321,51310.8KQ2 2025OLDER
Trexquant Investment LP$13.9B AUM0.09%$12M441.4KQ1 2026
Verition Fund Management LLC$15.4B AUM0.09%$13M476.0KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.09%$142M5.13MQ1 2026
INCEPTIONR LLC$415M AUM0.08%$348,33412.2KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.08%$808,83929.2KQ1 2026
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.08%$1M47.2KQ1 2026
Alberta Investment Management Corp$16.7B AUM0.08%$13M397.1KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.07%$234,0767.9KQ2 2025OLDER
Entropy Technologies, LP$2.2B AUM0.07%$2M54.3KQ1 2026
FIDUCIARY FAMILY OFFICE, LLC$351M AUM0.07%$210,7407.1KQ2 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.07%$4M130.7KQ1 2026
NATIXIS$28.0B AUM0.07%$19M676.5KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.07%$131,5664.6KQ3 2025OLDER
Qtron Investments LLC$738M AUM0.06%$498,73715.4KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.06%$50M1.79MQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$723,71826.1KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.06%$136M4.99MQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$775,71627.1KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.06%$402,75012.1KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.06%$12M359.1KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$378,12713.2KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.05%$32M1.15MQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$16M560.1KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.05%$158M5.63MQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$2M54.7KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.05%$11M373.8KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.05%$652,40822.0KQ2 2025OLDER
111 Capital$406M AUM0.05%$267,7979.4KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$11M370.4KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.05%$29M1.06MQ1 2026
CITIGROUP INC$234.5B AUM0.05%$115M4.16MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.05%$44M1.59MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.05%$115M4.16MQ1 2026
Optas, LLC$661M AUM0.05%$297,6389.2KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.05%$5M178.1KQ2 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$1M40.4KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$213M7.70MQ1 2026
FIL Ltd$128.7B AUM0.04%$55M2.00MQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.04%$9M325.7KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$12M369.0KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.04%$249,3037.7KQ4 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.04%$498,60018.0KQ1 2026
CSS LLC/IL$2.1B AUM0.04%$774,13227.9KQ1 2026
Aaron Wealth Advisors LLC$2.0B AUM0.04%$664,39120.6KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$11M412.4KQ1 2026
PDT Partners, LLC$1.7B AUM0.03%$551,45019.3KQ3 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.03%$3M125.8KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$21M754.0KQ1 2026
Credential Securities Inc.$440M AUM0.03%$147,6394.9KQ2 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$1M39.3KQ1 2026
Verdence Capital Advisors LLC$1.7B AUM0.03%$554,63317.2KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$23M841.1KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.03%$11M382.5KQ1 2026
GREAT LAKES ADVISORS, LLC$12.1B AUM0.03%$4M122.3KQ4 2025OLDER
ING GROEP NV$16.4B AUM0.03%$5M164.0KQ4 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.03%$1M50.0KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M61.9KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.03%$984,68030.5KQ4 2025OLDER
Simplicity Wealth,LLC$1.8B AUM0.03%$492,21115.2KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$32M1.15MQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.03%$285,44910.3KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.03%$2M52.5KQ3 2025OLDER
Cullen Capital Management, LLC$9.8B AUM0.03%$3M98.2KQ1 2026
Essential Partners LLC$250M AUM0.03%$68,3172.3KQ1 2026
Inscription Capital, LLC$951M AUM0.03%$258,6079.3KQ1 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.03%$4M129.0KQ2 2025OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.03%$472,03617.0KQ1 2026
EFG International AG$4.7B AUM0.03%$1M44.4KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$169,3565.9KQ3 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$290,04710.5KQ1 2026
SYM FINANCIAL Corp$1.0B AUM0.03%$250,7267.8KQ4 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.03%$209,8287.6KQ1 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$2M81.8KQ1 2026
Shay Capital LLC$1.2B AUM0.02%$286,20010.0KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$322,95411.7KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M89.9KQ1 2026
Retirement Systems of Alabama$30.0B AUM0.02%$7M261.6KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M647.5KQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$15M537.9KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.02%$598,48621.6KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$40M1.46MQ1 2026
Eagle Bay Advisors LLC$113M AUM0.02%$29,887925Q4 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M45.9KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M89.7KQ1 2026
Wealth Preservation Advisors, LLC$120M AUM0.02%$25,401917Q1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M64.7KQ1 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$218,4266.6KQ4 2025OLDER
AXA S.A.$256M AUM0.02%$7M234.1KQ2 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.02%$278,9008.6KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.02%$70,5252.5KQ1 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.02%$556,02220.1KQ1 2026
Dana Investment Advisors, Inc.$3.4B AUM0.02%$665,26320.6KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.02%$1M44.1KQ1 2026
UBS Group AG$666.3B AUM0.02%$122M4.39MQ1 2026
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$331,95712.0KQ1 2026
State of Wyoming$844M AUM0.02%$153,4035.4KQ3 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$435,69315.7KQ1 2026
Atria Investments, Inc$8.9B AUM0.02%$1M46.4KQ4 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$6M217.7KQ3 2025OLDER
CWM, LLC$38.1B AUM0.02%$6M227.0KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M43.8KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.02%$712,26523.8KQ1 2026
Full Sail Capital, LLC$1.8B AUM0.02%$288,00310.1KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$3M105.0KQ1 2026
SYON CAPITAL LLC$2.0B AUM0.01%$285,97510.3KQ1 2026
Parcion Private Wealth LLC$1.6B AUM0.01%$225,5898.1KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M56.9KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$264M9.52MQ1 2026
Bridgewater Associates, LP$22.4B AUM0.01%$3M111.3KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.01%$29M1.04MQ1 2026
Horizon Investments, LLC$8.9B AUM0.01%$1M36.1KQ3 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.01%$293,24810.2KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$135,8694.9KQ1 2026
Krilogy Financial LLC$3.1B AUM0.01%$411,84414.3KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.01%$916,17833.1KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M549.9KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$3M118.1KQ1 2026
XTX Topco Ltd$5.8B AUM0.01%$487,46115.1KQ4 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$410,42615.3KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$16M581.3KQ3 2025OLDER
Impax Asset Management Group plc$14.3B AUM0.01%$2M65.5KQ1 2026
Diversified Enterprises, LLC$1.8B AUM0.01%$230,1878.3KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$12M447.0KQ1 2026
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.01%$212,1166.6KQ4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$492,12117.2KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$223,9278.1KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.01%$8M294.3KQ1 2026
HANCOCK WHITNEY CORP$5.8B AUM0.01%$605,82920.4KQ2 2025OLDER
Man Group plc$55.1B AUM0.01%$6M227.5KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$9M333.6KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.01%$881,13731.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$96M3.45MQ1 2026
CastleKnight Management LP$6.0B AUM0.01%$465,26414.4KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.01%$7M255.5KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M187.8KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$318,24611.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$668M20.68MQ4 2025OLDER
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.01%$35,6581.2KQ2 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$78,0592.8KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$2M58.6KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$533,63216.5KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.01%$8M292.7KQ1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$2M63.9KQ2 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M183.2KQ1 2026
Arax Advisory Partners$3.5B AUM0.01%$330,09611.9KQ1 2026
COOKSON PEIRCE & CO INC$2.4B AUM0.01%$227,0727.9KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$37M1.33MQ1 2026
North Dakota State Investment Board$2.3B AUM0.01%$249,4017.7KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$528M19.06MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M243.1KQ3 2025OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$406,44214.7KQ1 2026
MAVERICK CAPITAL LTD$8.7B AUM0.01%$606,68520.4KQ2 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$299,71410.8KQ1 2026
FMR LLC$1.90T AUM0.01%$166M6.00MQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$868,19431.3KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M89.8KQ1 2026
Calamos Wealth Management LLC$2.9B AUM0.01%$247,1398.9KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M71.9KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M77.0KQ1 2026
ALLSTATE CORP$9.4B AUM0.01%$757,09627.3KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.01%$574,14519.3KQ2 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M82.7KQ1 2026
Caprock Group, LLC$4.1B AUM0.01%$315,78011.4KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M155.1KQ1 2026
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$216,8976.7KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M53.5KQ1 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M51.4KQ1 2026
Nuveen, LLC$369.3B AUM0.01%$27M987.2KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M252.3KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M428.7KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M476.7KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$112M4.04MQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$10M345.1KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.01%$90,9113.3KQ1 2026
BANK OF NOVA SCOTIA$57.2B AUM0.01%$4M140.7KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M86.3KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$37M1.33MQ1 2026
Swiss National Bank$173.8B AUM0.01%$12M422.1KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$51M1.83MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$43M1.57MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$266M9.60MQ1 2026
Twin Tree Management, LP$4.7B AUM0.01%$2M54.6KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$865,62531.3KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$204,5377.4KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$781,66628.2KQ1 2026
STATE STREET CORP$2.90T AUM0.01%$179M6.46MQ1 2026
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.01%$33,3421.1KQ2 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M67.1KQ1 2026
Cedar Mountain Advisors, LLC$581M AUM0.01%$30,3871.1KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.01%$160,6476.0KQ1 2026
Quantbot Technologies LP$2.4B AUM0.01%$209,6137.3KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$219,2737.9KQ1 2026
AMERIFLEX GROUP, INC.$198M AUM0.01%$14,940522Q3 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$635,02122.2KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M90.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.01%$91M2.80MQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$4M129.0KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M47.6KQ1 2026
Quarry LP$558M AUM0.01%$28,7251.0KQ1 2026
XPONANCE LLC$14.1B AUM0.01%$723,21926.1KQ1 2026
Headlands Technologies LLC$878M AUM0.01%$42,7831.4KQ2 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$236,1438.5KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M107.3KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$4M151.9KQ1 2026
Amundi$367.1B AUM0.00%$18M637.5KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$370,95813.4KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$41M1.49MQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$322,26111.6KQ1 2026
Vision Retirement, LLC$373M AUM0.00%$17,577544Q1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$239,3838.6KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M190.0KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M151.9KQ1 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$227,5277.0KQ4 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.00%$203,3467.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$19M675.7KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M54.1KQ1 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$248,4979.0KQ1 2026
Rise Advisors, LLC$284M AUM0.00%$11,935417Q3 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$714,73022.1KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$32,3101.0KQ4 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$681,02922.9KQ2 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.00%$265,9209.6KQ1 2026
Perigon Wealth Management, LLC$5.5B AUM0.00%$219,6446.8KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$12M366.8KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$20M720.2KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$376,57513.6KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$235,6057.3KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$469,40416.9KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$7M234.9KQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$466,50616.3KQ3 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M88.8KQ1 2026
Utah Retirement Systems$9.8B AUM0.00%$319,49211.5KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M67.0KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$578,95820.9KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$7M250.4KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$241,8218.7KQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M46.9KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15M548.4KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M52.2KQ4 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$293,62010.6KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$60,9952.2KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$1M46.5KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$511,64017.9KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M86.5KQ1 2026
Sachetta, LLC$184M AUM0.00%$4,820174Q1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M145.4KQ1 2026
Waverly Advisors, LLC$13.4B AUM0.00%$344,14512.4KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$53,1561.9KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M102.6KQ1 2026
Creative Planning$147.4B AUM0.00%$4M126.5KQ1 2026
TORONTO DOMINION BANK$69.7B AUM0.00%$2M52.8KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$1M34.4KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M36.3KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$355,41011.0KQ1 2026
Hilltop National Bank$468M AUM0.00%$9,073317Q3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$326,86011.8KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$14M488.6KQ1 2026
WPG Advisers, LLC$136M AUM0.00%$2,936106Q1 2026
HB Wealth Management, LLC$15.5B AUM0.00%$330,01811.9KQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M47.1KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M91.0KQ1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$217,1417.8KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$277,00010.0KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.00%$394,94614.3KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M66.5KQ1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$7,590274Q1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$253,1497.8KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$8M289.1KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.00%$308,06310.4KQ2 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$1M37.6KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$11M409.9KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$26M979.0KQ1 2026
&PARTNERS$20.2B AUM0.00%$315,4759.8KQ4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$79,5822.9KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$321,77510.0KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$329,57511.9KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$89,7483.2KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$21M770.6KQ1 2026
Binnacle Investments Inc$170M AUM0.00%$2,60491Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$270,4919.8KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M427.4KQ1 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$291,59810.5KQ1 2026
Golden State Wealth Management, LLC$915M AUM0.00%$12,770461Q1 2026
Activest Wealth Management$569M AUM0.00%$7,784281Q1 2026
Quent Capital, LLC$1.4B AUM0.00%$18,421665Q1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$555,30220.0KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M86.1KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$354,58812.8KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$227,5008.2KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$324,19910.0KQ4 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.00%$421,12913.0KQ4 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$316,66611.4KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$311,2759.6KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M159.8KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$989,94335.7KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$49,9711.8KQ1 2026
IMG Wealth Management, Inc.$157M AUM0.00%$1,51753Q3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$664,63424.0KQ1 2026
ORG Partners LLC$568M AUM0.00%$5,589173Q4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2,68797Q1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$203,1336.3KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$489,88516.5KQ2 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$58,3642.1KQ1 2026
Calamos Advisors LLC$28.2B AUM0.00%$247,1398.9KQ1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$33,2231.1KQ2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$210,4377.6KQ1 2026
Colonial Trust Co / SC$735M AUM0.00%$6,260226Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$8,116293Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M52.4KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$925,23228.6KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$86,7423.1KQ1 2026
CVA Family Office, LLC$950M AUM0.00%$7,701278Q1 2026
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$1,46853Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$23,794859Q1 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$460,73716.4KQ3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$9,612347Q1 2026
Kilter Group LLC$232M AUM0.00%$1,69061Q1 2026
M&T BANK CORP$29.2B AUM0.00%$223,5406.9KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$62,5192.3KQ1 2026
High Note Wealth, LLC$509M AUM0.00%$3,573129Q1 2026
BARCLAYS PLC$416.3B AUM0.00%$3M104.3KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$7,728279Q1 2026
IAG Wealth Partners, LLC$896M AUM0.00%$4,958167Q2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M88.2KQ1 2026
Principia Wealth Advisory, LLC$160M AUM0.00%$1,03432Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$4,072147Q1 2026
Sunrise Financial Services, LLC$141M AUM0.00%$83130Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$40,8301.5KQ1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$8,726315Q1 2026
STRS OHIO$25.2B AUM0.00%$141,1045.1KQ1 2026
Fortitude Family Office, LLC$448M AUM0.00%$2,49390Q1 2026
Cromwell Holdings LLC$223M AUM0.00%$97035Q1 2026
Cetera Investment Advisers$94.0B AUM0.00%$494,69915.3KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$223,0046.9KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$284,7129.9KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$310,18511.2KQ1 2026
Concord Wealth Partners$770M AUM0.00%$3,877120Q4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$3,352121Q1 2026
Cornerstone Financial Management LLC$109M AUM0.00%$52619Q1 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$37,4091.3KQ2 2025OLDER
AVIVA PLC$59.6B AUM0.00%$273,6219.9KQ1 2026
Plato Investment Management Ltd$1.5B AUM0.00%$6,981215Q4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.00%$14,863460Q4 2025OLDER
First Pacific Financial$777M AUM0.00%$3,034106Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$740,01826.9KQ1 2026
HOEY INVESTMENTS, INC$693M AUM0.00%$2,66096Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$214,3987.7KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$74,0982.7KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$759,17427.4KQ1 2026
Rialto Wealth Management, LLC$445M AUM0.00%$1,63559Q1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$6,343229Q1 2026
JPL Wealth Management, LLC$435M AUM0.00%$1,46953Q1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$106,7234.0KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$310,65611.2KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$13,242446Q2 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$220,4787.4KQ2 2025OLDER
Parkworth Wealth Management, Inc.$139M AUM0.00%$44515Q2 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$417,91015.1KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$23,324842Q1 2026
American Capital Advisory, LLC$248M AUM0.00%$74827Q1 2026
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,13541Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M55.1KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$69,0792.1KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$8,061291Q1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$799,75428.9KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$211,0747.6KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$7,659237Q4 2025OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$27710Q1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$97035Q1 2026
OPTIMA CAPITAL LLC$215M AUM0.00%$54917Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$568,21120.5KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$682,00224.6KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$3,158114Q1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,518127Q1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$74,7902.7KQ1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,16442Q1 2026
Bare Financial Services, Inc$378M AUM0.00%$69325Q1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$2,34679Q2 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$5,235189Q1 2026
Elyxium Wealth, LLC$312M AUM0.00%$61419Q4 2025OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$45816Q4 2025OLDER
MASECO LLP$3.2B AUM0.00%$3,812118Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$80229Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$41615Q1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$131,9354.8KQ1 2026
Dunhill Financial, LLC$424M AUM0.00%$64823Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$5,180187Q1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,68052Q4 2025OLDER
NewSquare Capital LLC$1.2B AUM0.00%$1,84162Q2 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$33212Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M41.0KQ1 2026
Koesten, Hirschmann & Crabtree, INC.$205M AUM0.00%$2298Q2 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$29,7501.1KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$61,2271.9KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$55420Q1 2026
CI INVESTMENTS INC.$20.6B AUM0.00%$26,000922Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$77,3942.8KQ1 2026
GHP Investment Advisors, Inc.$2.4B AUM0.00%$2,24481Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$52,1811.6KQ4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,79865Q1 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$80429Q1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,075111Q1 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$4,394148Q2 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$35,8161.3KQ1 2026

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