SEC 13F Intelligence

AYIACUITY INC

CUSIP 00508Y102 · Yahoo Finance ↗ · Google Finance ↗

Acuity Inc (AYI) has 577 institutional holders in Filings Flow’s 13F database, together reporting 28.86M shares worth $7.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and FMR LLC.

Institutional Holders
577
Q1 2026
Reported Value
$7.5B
Ticker
AYI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 344Q4 ’18Q1 ’19: 363Q2 ’19: 359Q2 ’19Q3 ’19: 344Q2 ’21: 337Q2 ’21Q4 ’21: 362Q4 ’22: 357Q4 ’22Q4 ’25: 602Q1 ’26: 577Q1 ’26Q2 ’26: 30filingsflow.com
Total reported value
Q4 ’18: $23.8BQ4 ’18Q1 ’19: $28.7BQ2 ’19: $28.0BQ2 ’19Q3 ’19: $30.4BQ2 ’21: $29.2BQ2 ’21Q4 ’21: $30.0BQ4 ’22: $1.9BQ4 ’22Q4 ’25: $10.1BQ1 ’26: $7.5BQ1 ’26Q2 ’26: $47Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ALLEN OPERATIONS LLC$670M AUM14.40%$96M344.1KQ1 2026OLDER
Greenstone Partners & Co., LLC$395M AUM12.75%$50M179.7KQ1 2026OLDER
140 Summer Partners LP$1.6B AUM6.01%$81M225.9KQ4 2025OLDER
Alua Capital Management LP$1.1B AUM5.59%$63M226.2KQ1 2026OLDER
Palestra Capital Management LLC$2.6B AUM4.72%$133M370.5KQ4 2025OLDER
Bayberry Capital Partners LP$323M AUM3.12%$10M27.3KQ4 2025OLDER
Lightrock Netherlands B.V.$468M AUM2.68%$13M44.8KQ1 2026OLDER
SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM2.63%$21M74.1KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM2.20%$48M170.8KQ1 2026OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM2.20%$18M63.5KQ1 2026OLDER
Triodos Investment Management BV$1.3B AUM1.97%$26M93.0KQ1 2026OLDER
Guardian Wealth Management, Inc.$183M AUM1.66%$3M10.8KQ1 2026OLDER
Lummis Asset Management, LP$167M AUM1.48%$2M8.8KQ1 2026OLDER
De Lisle Partners LLP$836M AUM1.26%$10M27.2KQ4 2025OLDER
Hedeker Wealth, LLC$474M AUM1.17%$6M19.8KQ1 2026OLDER
Durable Capital Partners LP$9.7B AUM1.03%$100M355.7KQ1 2026OLDER
Merewether Investment Management, LP$5.2B AUM0.96%$42M116.0KQ4 2025OLDER
Trium Capital LLP$142M AUM0.90%$1M4.6KQ1 2026OLDER
INTREPID CAPITAL MANAGEMENT INC$261M AUM0.88%$2M8.2KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.63%$13M37.3KQ3 2025OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.62%$25M89.6KQ1 2026OLDER
Illumine Investment Management, LLC$130M AUM0.62%$807,6692.9KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.61%$9M25.7KQ4 2025OLDER
Distillate Capital Partners LLC$1.9B AUM0.61%$12M41.5KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.58%$71M252.7KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.52%$154M549.6KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.44%$25M69.0KQ4 2025OLDER
EDENTREE ASSET MANAGEMENT Ltd$332M AUM0.44%$1M5.2KQ1 2026OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM0.43%$12M43.3KQ1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.40%$7M25.1KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.38%$3M9.0KQ4 2025OLDER
COOKE & BIELER LP$8.8B AUM0.37%$33M116.5KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.32%$27M97.7KQ1 2026OLDER
Ferguson Shapiro LLC$342M AUM0.32%$1M2.9KQ2 2026
PRIVATE CLIENT SERVICES, LLC$381M AUM0.32%$1M3.2KQ2 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.31%$15M54.3KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.30%$374,777995Q2 2026
Arcus Capital Partners, LLC$278M AUM0.27%$740,9022.6KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.26%$1M3.6KQ1 2026OLDER
Regents Gate Capital LLP$469M AUM0.25%$1M4.3KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.25%$3M12.3KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.25%$2M4.5KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.25%$1M3.5KQ4 2025OLDER
EARNEST PARTNERS LLC$24.3B AUM0.25%$60M212.8KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.25%$796,5742.3KQ3 2025OLDER
MQS Management LLC$148M AUM0.23%$344,6711.2KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.23%$38M134.5KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.23%$82M293.5KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.23%$628,8142.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.21%$48M134.3KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.21%$841,5013.0KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.21%$9M32.3KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.20%$5M18.8KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.20%$11M39.5KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.20%$38M136.1KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.20%$900,9503.2KQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.20%$9M31.8KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.20%$367,9981.3KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.19%$827,2103.0KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.19%$8M27.2KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.19%$1M3.4KQ4 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.18%$660,0842.4KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.18%$482,0011.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.18%$44M158.2KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.18%$427,6161.5KQ1 2026OLDER
Boston Partners$95.5B AUM0.18%$168M599.8KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.17%$546,8882.0KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.17%$1M4.1KQ1 2026OLDER
REINHART PARTNERS, LLC.$4.4B AUM0.17%$7M19.7KQ2 2026
Moran Wealth Management, LLC$3.3B AUM0.17%$5M19.4KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.16%$3M10.9KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.16%$11M38.2KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.16%$7M26.4KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.16%$709,2511.9KQ2 2026
Wela Strategies, Inc.$264M AUM0.16%$409,1351.2KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.15%$2M5.7KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.15%$456,1221.7KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.15%$2M5.8KQ4 2025OLDER
Numerai GP LLC$997M AUM0.15%$1M5.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.14%$239,028853Q1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM0.14%$2M6.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.14%$14M49.1KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.13%$193,525690.6KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.13%$2M5.4KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.12%$323,0941.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.12%$4M14.9KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.12%$78M217.3KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.12%$3M9.1KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.12%$4M13.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.11%$6M21.2KQ1 2026OLDER
B.O.S.S. Retirement Advisors, LLC$328M AUM0.11%$364,8461.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.11%$3M11.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.11%$5M12.7KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.11%$210M749.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.10%$12M32.4KQ4 2025OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.10%$780,9732.8KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.10%$219,053608Q4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$3M7.7KQ3 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.09%$2M8.2KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.09%$7M26.4KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.09%$307,474854Q4 2025OLDER
FIL Ltd$128.7B AUM0.09%$119M424.6KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.09%$1M5.3KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.09%$861,5762.4KQ4 2025OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.09%$435,1811.6KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.09%$860,5563.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.09%$83M295.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.09%$63M224.7KQ1 2026OLDER
Heritage Investment Group, Inc.$661M AUM0.08%$560,7202.0KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.08%$490,7561.4KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.08%$2M6.0KQ1 2026OLDER
ABN AMRO Bank N.V.$9.3B AUM0.08%$7M26.0KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.08%$2M5.4KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.08%$19M66.3KQ1 2026OLDER
Clean Yield Group$355M AUM0.08%$276,017985Q1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$1M4.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.08%$106M378.0KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.08%$6M22.3KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M8.1KQ1 2026OLDER
Hutchens & Kramer Investment Management Group, LLC$373M AUM0.07%$214,584596Q4 2025OLDER
Artisan Partners Limited Partnership$62.3B AUM0.07%$48M134.0KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.07%$6M20.9KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.07%$940,9903.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.07%$352,7971.3KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.07%$1M4.1KQ1 2026OLDER
Keystone Financial Services$341M AUM0.07%$216,384601Q4 2025OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.06%$4M16.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$215,209768Q1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.06%$6M68.4KQ2 2026
Aaron Wealth Advisors LLC$1.8B AUM0.06%$1M3.1KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.06%$2M4.8KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.06%$235,106653Q4 2025OLDER
Man Group plc$55.1B AUM0.06%$31M111.2KQ1 2026OLDER
Berman McAleer LLC$733M AUM0.06%$414,1651.5KQ1 2026OLDER
Quilter Plc$5.7B AUM0.06%$3M11.4KQ1 2026OLDER
OAK HILL WEALTH ADVISORS, LLC$534M AUM0.06%$294,453855Q3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.05%$120M435.9KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.05%$727,7312.6KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.05%$200,077714Q1 2026OLDER
Optas, LLC$661M AUM0.05%$341,676949Q4 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.05%$2M5.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M10.7KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.05%$570,2482.0KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.05%$794,8072.3KQ3 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.05%$2M6.2KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.05%$269,310748Q4 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$8M20.9KQ4 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.05%$1M3.8KQ3 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.05%$2M7.7KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$210,623585Q4 2025OLDER
DGS Capital Management, LLC$609M AUM0.05%$282,991786Q4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M5.6KQ1 2026OLDER
BOKF, NA$6.5B AUM0.05%$3M11.2KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.05%$5M18.1KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.05%$6M20.7KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.05%$3M7.1KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$6M16.0KQ4 2025OLDER
SEEDS INVESTOR LLC$735M AUM0.05%$234,934653Q4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$4M14.1KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$468,2481.7KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$237,983661Q4 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$314,2451.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M8.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.04%$24M87.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M4.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.04%$30M107.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.04%$3M11.8KQ1 2026OLDER
55 North Private Wealth, LLC$508M AUM0.04%$207,163550Q2 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.04%$29M102.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$968,7692.8KQ3 2025OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM0.04%$248,068689Q1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.04%$6M21.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.04%$214M763.0KQ1 2026OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.04%$371,2921.3KQ1 2026OLDER
Hilltop National Bank$468M AUM0.04%$178,537474Q2 2026
Gradient Investments LLC$7.2B AUM0.04%$3M7.3KQ2 2026
Bridgewater Associates, LP$22.4B AUM0.04%$8M30.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$3M11.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$178M635.2KQ1 2026OLDER
Allen Investment Management, LLC$8.1B AUM0.04%$3M10.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.04%$12M42.3KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$10M37.3KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.03%$7M19.3KQ3 2025OLDER
FMR LLC$1.90T AUM0.03%$660M2.36MQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.03%$7M19.4KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$8M29.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$57M204.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$814,0392.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$20M70.7KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.03%$238,707663Q4 2025OLDER
Diversified Trust Co$5.4B AUM0.03%$2M6.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$60M213.8KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.03%$93M333.5KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$266,489951Q1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.03%$382,0461.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$4M13.1KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$463,2051.3KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M9.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$3M9.1KQ1 2026OLDER
Arlington Financial Advisors, LLC$702M AUM0.03%$209,903583Q4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$37M132.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$27M95.4KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$242,106703Q3 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M6.8KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$445,2961.3KQ3 2025OLDER
Fort Sheridan Advisors LLC$828M AUM0.03%$225,025625Q4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.03%$7M25.7KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.03%$1M4.4KQ1 2026OLDER
CATALYST FINANCIAL PARTNERS LLC$847M AUM0.03%$234,264836Q1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.03%$3M9.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$12M42.4KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.03%$37,830135Q1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.03%$1M3.6KQ4 2025OLDER
Cooper Financial Group$1.2B AUM0.03%$263,437940Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.03%$902,8693.2KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M3.5KQ4 2025OLDER
Westfuller Advisors, LLC$232M AUM0.03%$60,832217Q1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$647,5882.3KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.03%$674,9751.8KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.02%$26M93.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.02%$1M4.1KQ1 2026OLDER
AEGON ASSET MANAGEMENT UK PLC$7.5B AUM0.02%$2M5.6KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M7.7KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$2M5.4KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$5M12.8KQ4 2025OLDER
SouthState Bank Corp$2.1B AUM0.02%$503,2761.8KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.02%$1M4.9KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$367,6491.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M6.3KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$2M6.9KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.02%$3M9.8KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.02%$1M4.9KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.02%$31,26383Q2 2026
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$549,3031.6KQ3 2025OLDER
Quarry LP$558M AUM0.02%$123,577441Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M15.0KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.02%$1M4.9KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.02%$301,2371.1KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.02%$2M6.7KQ1 2026OLDER
SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM0.02%$131,703470Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$396M1.41MQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$974,6282.7KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$698,8692.5KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.02%$5M17.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M5.1KQ1 2026OLDER
Sage Mountain Advisors LLC$1.4B AUM0.02%$383,8031.1KQ4 2025OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.02%$565,2621.6KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$3M10.4KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$300,347834Q4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M4.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$22M78.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$5M12.9KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$17M61.2KQ1 2026OLDER
Battery Global Advisors, LLC$186M AUM0.02%$33,346119Q1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.02%$336,2641.2KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$209,183581Q4 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$341,5881.2KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.02%$432,9441.5KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$5M17.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M4.0KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.02%$4M11.3KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M6.7KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.02%$2M6.2KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$101,113294Q3 2025OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$218,343634Q3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.1B2.96MQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.02%$413,9491.1KQ2 2026
Atria Investments, Inc$8.9B AUM0.02%$1M4.8KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.02%$3M11.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$858M3.06MQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$21,01775Q1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$276,903804Q3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.01%$2M6.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M5.3KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$1M5.1KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$309,0831.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$123,727441.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$6M21.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M5.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$4M13.6KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.01%$206,522737Q1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.01%$248,555887Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$12M42.9KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$8M28.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M8.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$53M189.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$210M771.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M8.2KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$5M14.2KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$8M28.2KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.01%$233,306648Q4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M24.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$59M211.5KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$20M71.4KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$271,830755Q4 2025OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$253,828705Q4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$2M6.1KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$250,517894Q1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.01%$19,05568Q1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$257,249697Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$64M229.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$655,1552.3KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.01%$131,078348Q2 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M25.2KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$38,796103Q2 2026
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$528,2151.9KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$4M15.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M10.4KQ1 2026OLDER
Swedbank AB$95.1B AUM0.01%$11M37.6KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$12M42.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$83M296.3KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$252,758902Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$8M30.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M7.6KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$486,2011.7KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$346,3521.2KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M7.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$5M17.7KQ1 2026OLDER
Impax Asset Management Group plc$14.3B AUM0.01%$2M5.4KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$10M35.5KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$3M10.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$19M68.0KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M4.2KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$579,8542.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$162M576.4KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.01%$20,73774Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$190,269679Q1 2026OLDER
BankPlus Trust Department$374M AUM0.01%$36,989132Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M10.5KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$290,5881.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M8.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$17M60.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$913,5173.3KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$366,2261.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$385M1.38MQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$465,4451.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$63M224.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$62M219.8KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.01%$5M15.2KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$9M31.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$265M946.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M11.8KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.01%$706,0382.0KQ4 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.01%$239,000852Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$341,0271.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M9.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$3M12.1KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$3M10.8KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$223,335797Q1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$268,741948Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$279,100996Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$35M126.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$11,26540.2KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.01%$183,841534Q3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$1M4.6KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$4M10.1KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$1M4.2KQ1 2026OLDER
Badgley Phelps Wealth Managers, LLC$5.0B AUM0.01%$405,2241.4KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$7M20.0KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$24M86.3KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$782,5952.8KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$695,2332.5KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$213,179759Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.01%$37,307130Q1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$382,8572.2KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$28M99.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$343,5501.2KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$201,976561Q4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$4M15.4KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$26,90296Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$27M96.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$4M14.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$3M10.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M5.2KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$237,266659Q4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M21.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$5M17.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$6M15.1KQ2 2026
Rise Advisors, LLC$284M AUM0.01%$19,71857Q3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M10.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M13.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M24.9KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$586,1451.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$2,5207Q4 2025OLDER
Elyxium Wealth, LLC$312M AUM0.01%$24,84269Q4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M5.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$8M28.3KQ1 2026OLDER
Financial Life Planners$130M AUM0.01%$8,92032Q1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$17,22050Q3 2025OLDER
Quent Capital, LLC$1.4B AUM0.01%$96,210343Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$8M29.6KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.01%$2M8.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M4.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$23,53984Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$57M201.8KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M5.0KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$287,5061.0KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$203,720727Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$10M34.4KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$255,268709Q4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M7.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$414,4451.5KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.01%$407,1601.5KQ1 2026OLDER
Apella Capital, LLC$7.1B AUM0.01%$421,6891.2KQ2 2026
ST GERMAIN D J CO INC$2.5B AUM0.01%$147,116525Q1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.01%$36,709131Q1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$589,8632.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$79M283.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$907,9123.2KQ2 2026
MORGAN STANLEY$1.67T AUM0.01%$97M269.1KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$240,184697Q3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$254,160907Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.01%$4M15.2KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$275,736984Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$17M47.6KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.01%$489,7331.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$290,3081.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$309,997861Q4 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$208,103578Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M15.5KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$410,0851.1KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$50,440180Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M21.8KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$33,907121Q1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$4M15.9KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$281,1941.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$366,8071.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$2M6.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$33M118.1KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.00%$219,132782Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M12.3KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$5,88521Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$93,593334Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$380,0041.0KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$581,4612.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$500,2721.7KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$439,4921.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M40.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$28,302101Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M14.6KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$7,84628Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$7,84728Q1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$243,028675Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M4.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$645,6272.3KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$339,3511.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$7,56627Q1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$226,082807Q1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$5,60420Q1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.00%$549,9911.6KQ3 2025OLDER
World Investment Advisors$6.2B AUM0.00%$251,358897Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M10.2KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$241,407671Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$6M21.1KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$17,73249Q2 2026
New Age Alpha Advisors, LLC$2.1B AUM0.00%$80,703288Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$495,0581.8KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.00%$257,072714Q4 2025OLDER
Curi Capital, LLC$5.6B AUM0.00%$204,896731Q1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$261,669933Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$447,7941.6KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$460,9621.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$4M15.4KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$309,6811.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$18M63.3KQ2 2026
Signature Equity Partners, LLC$186M AUM0.00%$6,17822Q1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$11,20940Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$171,215611Q1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$36,004100Q4 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$390,3461.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M10.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M25.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M6.1KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.00%$359,2421.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$390,7931.4KQ1 2026OLDER
Fairman Group, LLC$117M AUM0.00%$3,36312Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$9M33.3KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$23,40365Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$12M41.1KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$245,080875Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$497,6721.8KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.00%$237,063845Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$12M42.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$374,0081.1KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$12M41.8KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$454,0101.3KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M4.5KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$21,01775Q1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$698,5882.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$722,9072.6KQ2 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$261,725934Q1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$255,916913Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$470,0251.7KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$28,602102Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$4,20315Q1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$246,594880Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M9.4KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$244,113678Q4 2025OLDER
WealthCollab, LLC$243M AUM0.00%$5,60520Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$608,2091.8KQ3 2025OLDER

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