SEC 13F Intelligence

BATRKATLANTA BRAVES HLDGS INC

CUSIP 047726302 · Yahoo Finance ↗ · Google Finance ↗

Atlanta Braves Hldgs Inc (BATRK) has 14 institutional holders in Filings Flow’s 13F database, together reporting 47.24M shares worth $1.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Broad Bay Capital Management, LP, and Vanguard Group Inc.

Institutional Holders
306
Q1 2026
Reported Value
$1.9B
Ticker
BATRK
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 282Q4 ’25Q1 ’26: 306Q1 ’26Q2 ’26: 14Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $1.6BQ4 ’25Q1 ’26: $1.9BQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BREACH INLET CAPITAL MANAGEMENT, LLC$305M AUM12.16%$37M867.3KQ1 2026OLDER
Broad Bay Capital Management, LP$1.2B AUM9.93%$117M2.73MQ1 2026OLDER
Sixth Street Partners Management Company, L.P.$711M AUM9.34%$66M1.55MQ1 2026OLDER
Troluce Capital Advisors LLC$1.6B AUM5.23%$85M2.00MQ1 2026OLDER
Tensile Capital Management LP$698M AUM4.61%$32M753.9KQ1 2026OLDER
Freshford Capital Management, LLC$200M AUM4.07%$8M190.8KQ1 2026OLDER
AWH Capital, L.P.$110M AUM3.90%$4M100.6KQ1 2026OLDER
Bayberry Capital Partners LP$323M AUM3.84%$12M291.0KQ1 2026OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM3.47%$96M2.24MQ1 2026OLDER
BISLETT MANAGEMENT, LLC$130M AUM3.40%$4M103.3KQ1 2026OLDER
Harvey Partners, LLC$1.3B AUM2.74%$34M806.0KQ1 2026OLDER
SCOPIA CAPITAL MANAGEMENT LP$146M AUM2.28%$3M77.7KQ1 2026OLDER
JNE Partners LLP$244M AUM2.14%$5M121.0KQ3 2025OLDER
BOYAR ASSET MANAGEMENT INC.$176M AUM1.90%$3M78.1KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM1.82%$88M2.05MQ1 2026OLDER
Alta Fundamental Advisers LLC$265M AUM1.61%$4M100.0KQ1 2026OLDER
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM1.41%$29M671.0KQ1 2026OLDER
INTREPID CAPITAL MANAGEMENT INC$261M AUM1.25%$3M76.3KQ1 2026OLDER
OAK FAMILY ADVISORS, LLC$355M AUM1.20%$4M99.5KQ1 2026OLDER
Elgethun Capital Management$605M AUM1.16%$7M164.3KQ1 2026OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM1.13%$18M422.1KQ1 2026OLDER
PARTHENON LLC$875M AUM1.09%$10M223.7KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM1.07%$5M109.1KQ1 2026OLDER
Southpoint Capital Advisors LP$4.9B AUM0.79%$38M900.0KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM0.79%$1M30.3KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.75%$21M542.3KQ4 2025OLDER
J.M. Arbour, LLC$104M AUM0.69%$713,64516.7KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.60%$6M134.5KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.56%$57M1.33MQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.56%$249,4816.3KQ4 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.49%$3M77.6KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.47%$7M167.3KQ1 2026OLDER
Logan Stone Capital, LLC$360M AUM0.45%$986,84823.7KQ3 2025OLDER
WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM0.42%$1M26.6KQ1 2026OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.42%$13M310.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.38%$56M1.31MQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.38%$3M69.6KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.35%$523,15210.1KQ2 2026
CI INVESTMENTS INC.$20.6B AUM0.35%$73M1.70MQ1 2026OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.32%$6M145.0KQ1 2026OLDER
Columbia Asset Management$525M AUM0.31%$2M38.6KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM0.21%$996,49023.3KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.20%$746,95217.5KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.18%$482,69411.6KQ3 2025OLDER
THIRD AVENUE MANAGEMENT LLC$616M AUM0.18%$1M26.1KQ1 2026OLDER
WEIK CAPITAL MANAGEMENT$251M AUM0.18%$441,94510.3KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.16%$263,7646.3KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.16%$12M280.4KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.15%$14M316.6KQ1 2026OLDER
KKM Financial LLC$563M AUM0.15%$849,39821.5KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.14%$7M156.8KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.14%$8M189.7KQ1 2026OLDER
MARK ASSET MANAGEMENT LP$1.1B AUM0.13%$2M44.2KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.12%$53M1.25MQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.11%$8M185.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.11%$475,00012.0KQ4 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.10%$646,90515.2KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.10%$900,71421.1KQ1 2026OLDER
State of Wyoming$844M AUM0.10%$848,36419.9KQ1 2026OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM0.10%$4M100.3KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.09%$859,56816.6KQ2 2026
HBK INVESTMENTS L P$9.9B AUM0.09%$8M198.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$483,91311.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.07%$937,37123.8KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$370,5939.4KQ4 2025OLDER
First Bank & Trust$680M AUM0.06%$388,5757.5KQ2 2026
Narwhal Capital Management$1.4B AUM0.05%$743,15117.4KQ1 2026OLDER
AIRE ADVISORS, LLC$547M AUM0.05%$286,9016.7KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.05%$4M102.0KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$65,4871.53MQ1 2026OLDER
ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM0.04%$68,3201.6KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$22M509.4KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$588,06513.8KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.04%$42,7001.0KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.04%$436,73610.2KQ1 2026OLDER
Ionic Capital Management LLC$1.4B AUM0.03%$456,42010.7KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$214,0225.1KQ3 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$4M98.6KQ3 2025OLDER
FIL Ltd$128.7B AUM0.03%$40M939.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M33.0KQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.03%$2M47.8KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$803,87118.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$3M71.1KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M50.5KQ3 2025OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.02%$2M45.9KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.02%$670,89216.7KQ4 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.02%$1M24.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M305.0KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$361,7317.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$18M410.1KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.02%$248,1005.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$45M1.05MQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.02%$3M58.6KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$13M304.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.02%$36M834.8KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.02%$249,5406.0KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.02%$1M35.1KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.02%$118,3503.0KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.01%$276,3546.5KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$573,88813.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M37.7KQ1 2026OLDER
Investors Research Corp$523M AUM0.01%$67,0391.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$4,576116Q4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.01%$261,5806.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$225,8755.4KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M29.7KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$2M45.5KQ1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.01%$25,620600Q1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$205,0615.2KQ4 2025OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$215,9775.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M52.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$40M935.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$975,18322.8KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$149,8773.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M155.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$71,5181.4KQ2 2026
HHM Wealth Advisors, LLC$869M AUM0.01%$54,6561.3KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$311,4117.3KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.01%$64,5621.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M25.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$206,6684.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$164,7373.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$121,8662.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$172,0814.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$47,6961.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$11,204284Q4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$462,22810.8KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$607,32214.2KQ1 2026OLDER
Pentwater Capital Management LP$19.3B AUM0.00%$854,00020.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$484,00411.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$11,354273Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$26M610.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$584,09313.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M76.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$544,93712.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M42.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$12M278.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$20M464.1KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.00%$250,7775.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$48M1.13MQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$163,2853.8KQ2 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$318,4147.5KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$254,0235.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$11M248.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$4M99.0KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$110,7032.1KQ2 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$220,6954.5KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$579,73713.6KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$81,2672.1KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$440,81210.6KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M186.6KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$16,226380Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$146M3.43MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$18M422.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M62.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M91.3KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$828,80719.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$297,6507.5KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$86M2.01MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M47.2KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$4,270100Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M46.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$28,951678Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$11M256.8KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$2,75153Q2 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$7,643179Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$9,031213Q1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$620,77314.5KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M52.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$790,59118.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$15M346.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$427,00010.0KQ1 2026OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM0.00%$5M115.4KQ4 2025OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$2M50.0KQ3 2025OLDER
BAYBAN$115M AUM0.00%$1,87944Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M123.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$110M2.79MQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$46M1.07MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$521,87912.2KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$280,5406.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M58.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$97,9342.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$263,8036.3KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$9M216.3KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$13,707321Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$824,02419.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$26M612.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M134.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$36,045858Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,825113Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$924,28421.6KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$714,92616.7KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$21,436502Q1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$336,7458.5KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$29,946577Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$10M231.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$18M464.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$555,14313.0KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$5,209122Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$250,6216.0KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$196,8904.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M32.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M123.8KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$22,161519Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$659,88615.5KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$95119Q1 2026OLDER
Dougherty Wealth Advisers LLC$158M AUM0.00%$1,32431Q1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$8,839207Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M93.8KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$269,4376.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M44.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$934,66021.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M33.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$548,69512.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$23,613553Q1 2026OLDER
St. Johns Investment Management Company, LLC$238M AUM0.00%$1,70840Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$4,270100Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$449,93310.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M48.4KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,30233Q4 2025OLDER
Hurley Capital, LLC$187M AUM0.00%$1,02524Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$608,98714.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$55,5441.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M25.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$273,1096.4KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,64762Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$12,724298Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M29.7KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$261,5606.3KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$285,7066.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M42.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$398,3919.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$311,6677.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$280,5557.1KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$32,879770Q1 2026OLDER
Finley Financial, LLC$248M AUM0.00%$74918Q3 2025OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$87321Q3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$322,5997.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$261,7266.3KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M41.1KQ2 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$17,080400Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$60,8901.4KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$103,8542.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M117.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M48.2KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$2,17851Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$14,347336Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M25.4KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$51,1981.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$306,2057.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$428,58010.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$553,39213.0KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.00%$1,70433Q2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,12349.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$12,767299Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$81219Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M72.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$239,6315.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$51,4821.3KQ4 2025OLDER
Amundi$367.1B AUM0.00%$751,81917.6KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$1,19628Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$4,313101Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$281,6076.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$121,3462.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$146,1193.4KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,67286Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,60561Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,06825Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$14,578332Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$606,46814.2KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$89721Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$49,6601.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$35,034888Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$53,0761.2KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$98725Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$36,509855Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1283Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$163,2423.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,92245Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,28130Q1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$1714Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$152,6523.6KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$39510Q2 2026
Colonial Trust Co / SC$735M AUM0.00%$59814Q1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$3849Q1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$1714Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$45,5651.2KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$584,99013.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$17,038399Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1283Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$2,17851Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$35,484831Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M28.4KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,18728Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$2145Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1403Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$10,120237Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,28877Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,79442Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,58037Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,84072Q4 2025OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.00%$852Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$59814Q1 2026OLDER
Align Financial, LLC$176M AUM0.00%$852Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$37,661882Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$7,570182Q3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$9,864231Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$51313Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$17,385418Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$2,22052Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$1,96446Q1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$852Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$51313Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$29,164683Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$38,955938Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$68316Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1714Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$82,0001.9KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$852Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1283Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$852Q1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$1042Q2 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$79320Q4 2025OLDER
Vanguard National Trust Co$1.6B AUM0.00%$1283Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,75888Q1 2026OLDER
NFSG Corp$608M AUM0.00%$431Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1714Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2084Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$431Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1,19628Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$3428Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$9,479222Q2 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$431Q1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$89721Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$391Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$431Q1 2026OLDER

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