SEC 13F Intelligence

BANCBANC OF CALIFORNIA INC

CUSIP 05990K106 · Yahoo Finance ↗ · Google Finance ↗

Banc Of California Inc (BANC) has 312 institutional holders in Filings Flow’s 13F database, together reporting 151.85M shares worth $2.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
312
Q1 2026
Reported Value
$2.4B
Ticker
BANC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 141Q4 ’18Q1 ’19: 133Q2 ’19: 119Q2 ’19Q3 ’19: 114Q2 ’21: 123Q2 ’21Q4 ’21: 144Q4 ’22: 142Q4 ’22Q4 ’25: 282Q1 ’26: 312Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $678MQ4 ’18Q1 ’19: $848MQ2 ’19: $962MQ2 ’19Q3 ’19: $1.0BQ2 ’21: $1.6BQ2 ’21Q4 ’21: $2.4BQ4 ’22: $415MQ4 ’22Q4 ’25: $2.5BQ1 ’26: $2.4BQ1 ’26Q2 ’26: $41Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PL Capital Advisors, LLC$332M AUM15.63%$52M2.95MQ1 2026OLDER
WARBURG PINCUS LLC$343M AUM13.51%$46M2.64MQ1 2026OLDER
Bayview Asset Management, LLC$260M AUM4.90%$13M725.0KQ1 2026OLDER
Petiole USA ltd$143M AUM4.88%$7M397.2KQ1 2026OLDER
Rhino Investment Partners, Inc$359M AUM4.31%$14M826.5KQ3 2025OLDER
Tiptree Advisors, LLC$172M AUM3.57%$6M350.3KQ1 2026OLDER
SALZHAUER MICHAEL$212M AUM3.32%$7M588.8KQ1 2026OLDER
EJF Capital LP$142M AUM2.96%$4M238.9KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM2.53%$5M258.5KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM2.13%$26M1.46MQ1 2026OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM1.87%$5M275.0KQ1 2026OLDER
BANC FUNDS CO LLC$537M AUM1.70%$9M519.7KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM1.66%$21M1.21MQ1 2026OLDER
ENDEAVOUR CAPITAL ADVISORS INC$441M AUM1.47%$6M367.5KQ1 2026OLDER
Gator Capital Management, LLC$489M AUM1.26%$6M349.9KQ1 2026OLDER
PVG ASSET MANAGEMENT CORP$173M AUM0.91%$2M77.2KQ2 2026
North Reef Capital Management LP$2.9B AUM0.91%$26M1.50MQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.85%$1M79.3KQ3 2025OLDER
LuminArx Capital Management LP$136M AUM0.65%$879,00050.0KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.50%$10M617.1KQ3 2025OLDER
First Dallas Securities Inc.$270M AUM0.46%$1M70.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.41%$7M414.0KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.40%$20M1.13MQ1 2026OLDER
Cutler Capital Management, LLC$370M AUM0.38%$1M79.5KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.35%$5M300.0KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.34%$17M961.3KQ1 2026OLDER
Western Financial Corp/CA$255M AUM0.34%$860,36248.9KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.28%$2M92.8KQ2 2026
Integrated Quantitative Investments LLC$551M AUM0.25%$1M77.1KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.24%$574,62032.7KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.21%$4M251.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.21%$2M117.2KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.19%$5M285.8KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.18%$6M348.6KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.17%$2M102.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.17%$4M230.1KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.16%$497,37328.3KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.16%$3M159.4KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.16%$3M170.1KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.16%$229,21313.04MQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.15%$28M1.62MQ1 2026OLDER
Pacific Ridge Capital Partners, LLC$462M AUM0.15%$681,59438.8KQ1 2026OLDER
FORMULA GROWTH LTD$222M AUM0.13%$298,86017.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.13%$411,59529.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.13%$1M73.6KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.12%$3M195.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.12%$181,88310.3KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.11%$2M112.3KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.10%$394,03822.4KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.09%$28M1.58MQ1 2026OLDER
VARCOV Co.$268M AUM0.08%$204,06910.6KQ4 2025OLDER
Curi Capital, LLC$5.6B AUM0.08%$4M253.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.08%$11M614.8KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.08%$12M678.4KQ2 2026
NBC SECURITIES, INC.$1.3B AUM0.07%$890,39150.6KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.07%$584,37733.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.06%$3M147.8KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.06%$836,94947.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.06%$9M506.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.06%$2M135.1KQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM0.06%$2M95.4KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.05%$128M7.28MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.05%$208,28212.6KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$444,40525.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M213.6KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$378,51521.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$285,91614.8KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.04%$3M149.6KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.04%$49M2.81MQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.04%$15M875.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$60M3.44MQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.03%$2M139.1KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$231,74013.2KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.03%$7M414.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$7M384.6KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.03%$22M1.07MQ2 2026
Point72 Asset Management, L.P.$78.1B AUM0.03%$21M1.20MQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM0.03%$175,80010.0KQ1 2026OLDER
Sciencast Management LP$785M AUM0.03%$207,02211.8KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$8M480.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$11M612.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M79.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$22M1.23MQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.02%$484,56729.3KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$114M6.46MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M129.7KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$213,86112.2KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.02%$33,1002.0KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$623,05335.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$14M788.1KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M102.6KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$196,73811.2KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M59.5KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M337.8KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$4M254.6KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$669,76834.7KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$21M1.22MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$194,04811.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$9M526.6KQ1 2026OLDER
Curat Global, LLC$102M AUM0.02%$17,316985Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$13M742.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M75.4KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$472,07626.9KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$35,1602.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.01%$236,89113.5KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$578,94532.9KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$2M90.5KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$75M4.27MQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.01%$31,6441.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$428,95224.4KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$66,0663.8KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$983,58359.4KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$41M2.33MQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$2M123.7KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$231,49313.2KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$44M2.48MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M273.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$295,99416.8KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$485,12027.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$856,92048.7KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$625,47935.6KQ1 2026OLDER
Triumph Capital Management$491M AUM0.01%$35,8422.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$540,44430.7KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$123,4647.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$345,09519.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M103.3KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$246,16012.8KQ4 2025OLDER
Man Group plc$55.1B AUM0.01%$4M218.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$65,9253.8KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$995,69656.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M354.9KQ1 2026OLDER
Navalign, LLC$396M AUM0.01%$26,8901.4KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M72.8KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$395,15222.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$363M20.62MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$7M411.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$9M490.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M652.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$188,63310.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$161M9.07MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$638,94536.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M335.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$393,79222.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$46M2.59MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$134,3486.6KQ2 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$718,95240.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M251.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$13M764.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$30M1.70MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$84M4.80MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M147.2KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$27M1.52MQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$17M992.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$9M517.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$6M368.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$65M3.67MQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$7,638396Q4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$44,1292.2KQ2 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$15M877.7KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$6M304.6KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M129.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$969,99950.3KQ4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$101,31795.1KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M79.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$619,37935.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$3M194.2KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$19,232997Q4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M186.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$22M1.26MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$25M1.44MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$18M1.01MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$4M223.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$270,08215.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M139.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$646,34236.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$583,62133.2KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$63,1893.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$545,48233.0KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$160,8798.3KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$10M594.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$192M9.95MQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$109M6.20MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$6M359.9KQ1 2026OLDER
Hopwood Financial Services, Inc.$148M AUM0.00%$3,857233Q3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$4M253.7KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$342,81720.7KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M86.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$38M1.95MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M234.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$69,4594.0KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$186,96910.6KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$22,3021.3KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$8,334474Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$488,43027.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$15M833.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$640,94936.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$324,16319.6KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$16M931.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$655,86034.0KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$49,5312.9KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$529,63330.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$62,9723.6KQ1 2026OLDER
Quarry LP$558M AUM0.00%$9,634548Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$755,90543.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$883,90450.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$223,03712.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$22M1.23MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$814,79846.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$911,93051.9KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$178,75410.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M63.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$11,761669Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$74,9084.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M88.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M62.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M296.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$226,58613.7KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M337.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$5M300.7KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$245,75014.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$89,0995.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M122.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M184.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$36,2152.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$273,05816.5KQ3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$29,4471.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$384,94921.9KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$182,30510.4KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$1M61.2KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M102.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M62.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$14M831.6KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$578,50532.9KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$11,515655Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$373,94421.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$521,42329.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$42,3772.4KQ2 2026
Creative Planning$147.4B AUM0.00%$1M63.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M225.5KQ2 2026
Fortitude Family Office, LLC$448M AUM0.00%$3,235184Q1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$13,403656Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M120.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$387,56922.0KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$3,956225Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M67.6KQ1 2026OLDER
Creative Capital Management Investments LLC$348M AUM0.00%$2,198125Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,44282Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$436,59624.8KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$251,44714.3KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$80946Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$283,20816.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,285130Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$570,87632.5KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$65037Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$371,04321.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$10M576.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M61.4KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.00%$13,712780Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$2,584147Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$9,822555Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M72.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$408,50623.2KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$217,02512.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$281,98716.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$531,77331.9KQ3 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$1,25465Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$1M77.2KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$27,3741.7KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$306,62017.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$6,803387Q1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$71437Q4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$310,38417.7KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$38620Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,16166Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$19,9361.1KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$184,76610.5KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,846105Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,562145.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$230,71613.1KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$176,02610.6KQ3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,30174Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$57935Q3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$185,44710.5KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$14,521826Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$218,16312.4KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$24714Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,04251Q2 2026
DANSKE BANK A/S$41.5B AUM0.00%$73,8364.2KQ1 2026OLDER
Amundi$367.1B AUM0.00%$651,19837.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$17,409983Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$82647Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$486,08627.6KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$86152Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$37,1762.1KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$49228Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$87,9815.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$202,53911.5KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,899108Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$29521Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,079232Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$1,20769Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$187,38410.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$371,58821.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$554,00031.5KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$58229Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$2,547132Q4 2025OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$37021Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$18,1781.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$184,62510.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$55,7993.2KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$11,800713Q3 2025OLDER
Abound Wealth Management$440M AUM0.00%$25113Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$9,880562Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,17867Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$111,0156.6KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,26672Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,42481Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$27014Q4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,60597Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2,285130Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$18,4771.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$3,586204Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$34717Q2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$2,303131Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1145Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$31618Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$8,672524Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,49485Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$181Q1 2026OLDER
BOK Financial Private Wealth, Inc.$1.7B AUM0.00%$400Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$181Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$181Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,846105Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$61732Q4 2025OLDER

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