SEC 13F Intelligence

BBAIBIGBEAR AI HLDGS INC

CUSIP 08975B109 · Yahoo Finance ↗ · Google Finance ↗

Bigbear Ai Hldgs Inc (BBAI) has 323 institutional holders in Filings Flow’s 13F database, together reporting 187.32M shares worth $625M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
323
Q1 2026
Reported Value
$625M
Ticker
BBAI
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 23Q4 ’21Q4 ’22: 12Q4 ’22Q4 ’25: 350Q4 ’25Q1 ’26: 323Q1 ’26Q2 ’26: 21Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $83MQ4 ’21Q4 ’22: $907,033Q4 ’22Q4 ’25: $996MQ4 ’25Q1 ’26: $625MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Skaana Management L.P.$296M AUM1.03%$3M866.2KQ1 2026OLDER
Kultura Capital Management LP$638M AUM0.80%$1M240.0KQ4 2025OLDER
Themes Management Co LLC$162M AUM0.74%$1M340.1KQ1 2026OLDER
Scientech Research LLC$120M AUM0.62%$746,272212.0KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.26%$264,00075.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.24%$601,204111.3KQ4 2025OLDER
SLT Holdings LLC$148M AUM0.22%$339,04052.0KQ3 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.21%$2M417.5KQ4 2025OLDER
Sun Group Wealth Partners$127M AUM0.21%$256,07347.4KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.16%$13M2.47MQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.16%$6M1.83MQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.16%$3M679.1KQ1 2026OLDER
KITCHING PARTNERS, LLC$109M AUM0.13%$133,07320.4KQ3 2025OLDER
Marex Group Ltd$15.8B AUM0.12%$19M5.34MQ1 2026OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.10%$184,76152.5KQ1 2026OLDER
VARCOV Co.$268M AUM0.10%$263,12074.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.09%$10M1.86MQ4 2025OLDER
MYDA Advisors LLC$608M AUM0.08%$391,20060.0KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.08%$1M262.9KQ4 2025OLDER
OBSIDIAN CIO, LLC$111M AUM0.07%$45,3828.4KQ4 2025OLDER
Lloyd Advisory Services, LLC.$349M AUM0.06%$130,40020.0KQ3 2025OLDER
Crawford Fund Management, LLC$520M AUM0.06%$316,80090.0KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.06%$326,30492.7KQ1 2026OLDER
PFG Advisors$2.1B AUM0.06%$1M220.2KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.06%$1M347.9KQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.05%$1M400.0KQ1 2026OLDER
R Squared Ltd$182M AUM0.05%$95,64227.2KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.05%$5M888.6KQ4 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.05%$295,86974.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.05%$399,179113.4KQ1 2026OLDER
FWG Investments, LLC.$157M AUM0.05%$66,12110.1KQ3 2025OLDER
Keystone Wealth Services, LLC$468M AUM0.04%$203,12657.7KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.04%$327,00892.9KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.04%$294,56183.7KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.04%$320,41291.0KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.04%$140,80040.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.03%$4M1.11MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.03%$22M6.28MQ1 2026OLDER
Delaney Dennis R$282M AUM0.03%$84,48024.0KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.03%$599,984170.4KQ1 2026OLDER
Parisi Gray Wealth Management$487M AUM0.03%$133,15736.3KQ2 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.03%$313,36385.4KQ2 2026
Brooklyn Investment Group$3.2B AUM0.03%$549,05596.8KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.03%$33,3849.48MQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.02%$2M470.9KQ1 2026OLDER
Ionic Capital Management LLC$1.4B AUM0.02%$332,03194.3KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.02%$107,16429.2KQ2 2026
Atom Investors LP$1.4B AUM0.02%$321,84891.4KQ1 2026OLDER
Gainplan LLC$254M AUM0.02%$60,17211.1KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$475,11988.0KQ4 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.02%$392,506114.7KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$4M667.0KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$1M171.1KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$15M2.29MQ3 2025OLDER
WEALTHSPAN PARTNERS, LLC$284M AUM0.02%$54,03215.3KQ1 2026OLDER
City State Bank$385M AUM0.02%$65,20010.0KQ3 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.02%$32,5609.3KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.02%$21,8704.0KQ4 2025OLDER
Huntleigh Advisors, Inc.$585M AUM0.02%$108,00020.0KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.02%$432,010122.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$970,946275.8KQ1 2026OLDER
Seneschal Advisors, LLC$135M AUM0.02%$22,6264.2KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$9M2.45MQ1 2026OLDER
A&I FINANCIAL SERVICES, LLC$230M AUM0.02%$36,70010.0KQ2 2026
Banque Cantonale Vaudoise$2.7B AUM0.02%$430,00079.7KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$450,981128.1KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.02%$652,000100.0KQ3 2025OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.01%$539,66599.9KQ4 2025OLDER
Bay Rivers Group$293M AUM0.01%$42,94311.7KQ2 2026
Ellis Investment Partners, LLC$576M AUM0.01%$73,67611.3KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$473,303134.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$159,83124.5KQ3 2025OLDER
Intrua Financial, LLC$969M AUM0.01%$119,68034.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$7M1.96MQ1 2026OLDER
Covenant Asset Management, LLC$664M AUM0.01%$73,39220.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$624,078177.3KQ1 2026OLDER
Heck Capital Advisors, LLC$1.3B AUM0.01%$127,45123.6KQ4 2025OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.01%$156,63829.0KQ4 2025OLDER
Impact Partnership Wealth, LLC$810M AUM0.01%$72,97220.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$12M1.92MQ3 2025OLDER
Delos Wealth Advisors, LLC$175M AUM0.01%$13,5002.5KQ4 2025OLDER
Clarity Wealth Advisors, LLC$486M AUM0.01%$42,24012.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$90,00616.7KQ4 2025OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.01%$244,50037.5KQ3 2025OLDER
Vision Retirement, LLC$373M AUM0.01%$30,3815.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$919,361261.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$43,41212.3KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$81.5KQ4 2025OLDER
Balefire, LLC$613M AUM0.01%$48,62813.3KQ2 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$122,8161.26MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$66,54218.9KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.01%$18,9003.5KQ4 2025OLDER
Spartan Wealth Advisory Services LLC$1.1B AUM0.01%$83,52623.7KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$60,60017.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$44M12.57MQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.01%$104,07729.6KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$118,80022.0KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M299.1KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$896,238166.0KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$197,10036.5KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$97,74428.6KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.01%$52,51114.9KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.01%$46,04513.1KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.01%$87,36116.2KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M254.9KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$9M2.42MQ1 2026OLDER
Thrive Wealth Management, LLC$787M AUM0.01%$40,79311.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$14,0804.0KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.01%$1M401.3KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$77,36011.9KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$145,25322.3KQ3 2025OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$234,72066.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$36M10.18MQ1 2026OLDER
Gould Capital, LLC$165M AUM0.01%$8,8002.5KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$13,0402.0KQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$3M448.0KQ3 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$343,01752.6KQ3 2025OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.00%$113,24617.4KQ3 2025OLDER
Asset Planning,Inc$141M AUM0.00%$6,6881.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$3M803.8KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$42,24012.0KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$50176.9KQ3 2025OLDER
StoneX Group Inc.$1.9B AUM0.00%$100,44115.4KQ3 2025OLDER
Traynor Capital Management, Inc.$1.7B AUM0.00%$74,42811.4KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1M301.6KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.00%$112,30520.8KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$783,489222.6KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$81,24712.5KQ3 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.00%$6411.9KQ4 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$235,90767.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$123,96735.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M830.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$141,47940.2KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$98,55628.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$410,010116.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$342,62397.3KQ1 2026OLDER
Shepherd Financial Partners LLC$1.1B AUM0.00%$35,20010.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$31,5095.8KQ4 2025OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.00%$119,83134.0KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4M1.02MQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$5M1.41MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$673,516103.3KQ3 2025OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.00%$44,52412.6KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$17,9525.1KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$118,36321.9KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.00%$35,26010.0KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.00%$65,96418.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$27M7.65MQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.00%$35,20010.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M685.1KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.00%$50,32914.3KQ1 2026OLDER
Acropolis Investment Management, LLC$2.3B AUM0.00%$61,45617.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M514.8KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.00%$65,20010.0KQ3 2025OLDER
Summit Financial, LLC$7.8B AUM0.00%$204,45258.1KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.00%$91,68425.0KQ2 2026
SummitTX Capital, L.P.$3.2B AUM0.00%$82,80823.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$10M2.87MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$177M32.70MQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$728,640207.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$88,68025.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$423,104120.2KQ1 2026OLDER
Cedar Wealth Management, LLC$344M AUM0.00%$8,2351.5KQ4 2025OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.00%$47,81913.6KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$88,00025.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$37M10.59MQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.00%$48,54113.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$127M35.95MQ1 2026OLDER
Financial Life Planners$130M AUM0.00%$2,883819Q1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$4,1401.0KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$5,3361.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$888,423252.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M541.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M706.9KQ1 2026OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.00%$70,40020.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$13M3.61MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$5,7292.0KQ1 2026OLDER
Advance Capital Management, Inc.$2.6B AUM0.00%$49,19914.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$35M9.95MQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$618,318103.9KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$100,07515.3KQ3 2025OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$242,90969.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$14M3.93MQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$1,917545Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M859.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$13M3.71MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$95,80418.6KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$68M19.26MQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$212,37260.3KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$104,85729.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$208,32459.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M532.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$14M3.89MQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$328,53193.3KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$41,02611.7KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$84,99922.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$88,32013.5KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$417,974118.7KQ2 2026
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$80,21022.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M1.25MQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$651,812185.2KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$3,5201.0KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$44782.8KQ4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.00%$43,14811.5KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,8901.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$116,83421.6KQ4 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.00%$41,93711.9KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$95,00527.0KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.00%$48,92813.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$297,08884.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$69,76619.8KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$49,28014.0KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$120,19534.1KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$4,4701.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$327,36093.0KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$2,282350Q3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$37M10.50MQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$196,98736.5KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$2,538721Q1 2026OLDER
Family Legacy Financial Solutions, LLC$124M AUM0.00%$1,630250Q3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$909,360168.4KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$20M3.72MQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$126,68437.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M518.3KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M313.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$118,88833.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$380,410108.1KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$85,57513.1KQ3 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$2,734745Q2 2026
Rialto Wealth Management, LLC$445M AUM0.00%$4,7521.4KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M440.4KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$13,7633.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$602,478111.6KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.00%$130,40020.0KQ3 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$58,56310.8KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$141,11340.1KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$52,08310.3KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$4M1.04MQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$99,85928.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,028292Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$218,59262.1KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$72,94313.5KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M1.22MQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M288.0KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$205,69158.4KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$1,620300Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M1.26MQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M853.9KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM0.00%$49,50514.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M452.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$41,10011.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$594,137168.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M360.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$274,30377.9KQ1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$3,5201.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$346,82298.5KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$154,99628.7KQ4 2025OLDER
Pure Financial Advisors, LLC$7.0B AUM0.00%$51,42714.6KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$7,3402.0KQ2 2026
Quadrature Capital Ltd$8.4B AUM0.00%$69,23312.8KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$92,18526.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$481,297136.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$84,66724.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$434,146123.3KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$182,81733.9KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$730,977207.7KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$283,53280.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$154,20228.6KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$75,91211.6KQ3 2025OLDER
Bank of Jackson Hole Trust$207M AUM0.00%$1,239352Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$7,5682.1KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$200,05656.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M452.3KQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$4,9281.4KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$40,43111.5KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$57,06210.6KQ4 2025OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$1,337205Q3 2025OLDER
Koesten, Hirschmann & Crabtree, INC.$205M AUM0.00%$1,141175Q3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$355,250100.9KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$11,1413.2KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$31,87525.5KQ3 2025OLDER
Accredited Wealth Management, LLC$134M AUM0.00%$65215Q3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$89,82025.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$149,06429.6KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$279,72551.8KQ4 2025OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$1,579411Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$37,86110.8KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$18,9003.5KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$62,19117.7KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2,122393Q4 2025OLDER
Investors Research Corp$523M AUM0.00%$2,387678Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$998,701283.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$109,65231.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$81,43523.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M367.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$29,7378.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$79,24923.2KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$2,749781Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$355,126100.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$10,3973.4KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$25,2357.2KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$2,112600Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$880250Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$53,36015.2KQ2 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$703,943199.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$221,36362.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$64,26718.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$680,046216.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$602,402171.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$442,860125.8KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$774220Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$236,66767.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$76,68014.2KQ4 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$83,11823.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$13,4013.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M338.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$262,14874.5KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$349,56499.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$77,85714.4KQ4 2025OLDER
Belvedere Trading LLC$84.4B AUM0.00%$232,48435.7KQ3 2025OLDER
Strive Financial Group ,LLC$189M AUM0.00%$540100Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$3,5201.0KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$8,9242.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M1.30MQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$8,3382.3KQ2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$64,85218.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$149,34725.6KQ4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$3,451639Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$3,059869Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$216,08261.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M860.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$734200Q2 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$1,760500Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$889,732252.8KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$3,078570Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,748496.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$119,71734.0KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$107,18430.4KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$63,62811.8KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$5,3931.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.00%$2,159400Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$104,03729.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M346.8KQ1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$2,936800Q2 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$192,17854.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$881,651250.5KQ2 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,187337Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$80,56422.5KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,760500Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$107,99632.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$316,42089.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$54,89115.6KQ1 2026OLDER
Operose Advisors LLC$431M AUM0.00%$616175Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$810150Q4 2025OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$704200Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,4761.3KQ3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$38,21410.9KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$44883Q4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$72,35720.6KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$76,24321.7KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$52,80015.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$189,64453.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,288650Q1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$81,00015.0KQ4 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$40575Q4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$99,53518.1KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$59,84017.0KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$352100Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$101,66028.9KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$513150Q1 2026OLDER
RHL GROUP, LLC$117M AUM0.00%$13024Q4 2025OLDER
Quarry LP$558M AUM0.00%$664123Q4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$1,156315Q2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$77,04221.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,431935Q2 2026
EFG International AG$4.7B AUM0.00%$4,0481.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,7631.4KQ2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$364,886103.7KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$2,464700Q1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.00%$1,080200Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$169,29548.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,541722Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$873248Q1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$21160Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$206,26938.2KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$13,5953.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$81,63223.2KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$5,257958Q3 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$536146Q2 2026
Scarborough Advisors, LLC$914M AUM0.00%$40575Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$89,31325.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$26876Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$17,9565.1KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$3,327945Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$52,21614.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$31,9229.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,165331Q1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$14140Q1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.00%$783145Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$21160Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$18,8045.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$258,00073.5KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$10,8493.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$79,89722.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$88,63025.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$851232Q2 2026
BOKF, NA$6.5B AUM0.00%$1,956300Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$23,8376.8KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$22141Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$1,961557Q1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.00%$540100Q4 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$24770Q1 2026OLDER
Amundi$367.1B AUM0.00%$74,27621.1KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$13037Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3,5241.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$68,79119.5KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$10820Q4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$11332Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$634180Q1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$14740Q2 2026
Larson Financial Group LLC$3.1B AUM0.00%$387110Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$44,40812.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$598170Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$11,2263.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$9,0642.6KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$68,44419.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2,918829Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$226Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$10319Q4 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$41Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$703207Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1,237229Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$4112Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$680126Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$26475Q1 2026OLDER

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