SEC 13F Intelligence

BBDBANCO BRADESCO S A

CUSIP 059460303 · Yahoo Finance ↗ · Google Finance ↗

Banco Bradesco S A (BBD) has 289 institutional holders in Filings Flow’s 13F database, together reporting 1227.31M shares worth $4.4B as of Q1 2026. The largest reported holders are Aquamarine Financial (Cayman) Ltd, Arrowstreet Capital, Limited Partnership, and Wellington Management Group LLP.

Institutional Holders
289
Q1 2026
Reported Value
$4.4B
Ticker
BBD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 185Q4 ’18Q1 ’19: 198Q2 ’19: 194Q2 ’19Q3 ’19: 188Q2 ’21: 217Q2 ’21Q4 ’21: 210Q4 ’22: 196Q4 ’22Q4 ’25: 270Q1 ’26: 289Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $166.7BQ4 ’18Q1 ’19: $120.0BQ2 ’19: $134.0BQ2 ’19Q3 ’19: $133.7BQ2 ’21: $168.3BQ2 ’21Q4 ’21: $159.5BQ4 ’22: $1.5BQ4 ’22Q4 ’25: $4.0BQ1 ’26: $4.4BQ1 ’26Q2 ’26: $30Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Aquamarine Financial (Cayman) Ltd$1.4B AUM43.11%$589M156.85MQ1 2026OLDER
Moerus Capital Management LLC$271M AUM11.33%$31M8.41MQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM9.01%$274M75.14MQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM4.16%$179M49.06MQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM3.35%$40M11.05MQ1 2026OLDER
Carrhae Capital LLP$3.3B AUM2.04%$54M16.19MQ4 2025OLDER
Promethos Capital, LLC$372M AUM1.99%$7M2.03MQ1 2026OLDER
Doma Perpetual Capital Management LLC$372M AUM1.88%$7M2.01MQ4 2025OLDER
Alpine Global Management, LLC$668M AUM1.79%$12M3.28MQ1 2026OLDER
Truffle Hound Capital, LLC$386M AUM1.61%$6M1.70MQ1 2026OLDER
LARCH CAPITAL PARTNERS LLC$690M AUM1.10%$8M1.98MQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.95%$15M4.31MQ3 2025OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.69%$2M560.9KQ1 2026OLDER
BIT Capital GmbH$2.1B AUM0.53%$14M4.30MQ4 2025OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.41%$2M543.4KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.37%$12M3.69MQ4 2025OLDER
EARNEST PARTNERS LLC$24.3B AUM0.34%$83M22.76MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.31%$11M2.97MQ1 2026OLDER
VPR Management LLC$250M AUM0.27%$685,835187.9KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.21%$14M3.78MQ1 2026OLDER
HighVista Strategies LLC$362M AUM0.21%$760,164208.3KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.18%$1M330.0KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.16%$4M1.03MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.16%$290M79.51MQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.16%$2M494.6KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.15%$672,895193.9KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.14%$173M47.30MQ1 2026OLDER
Qtron Investments LLC$738M AUM0.14%$1M280.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.14%$250,25568.6KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.14%$133M36.39MQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.13%$515,694141.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.12%$71M19.34MQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.11%$37M10.08MQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.11%$20M5.46MQ1 2026OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM0.10%$733,308217.0KQ3 2025OLDER
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$222M AUM0.09%$204,75056.1KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.09%$34M9.28MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.08%$71M21.13MQ3 2025OLDER
First Affirmative Financial Network$258M AUM0.08%$196,38553.8KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.08%$226M61.05MQ1 2026OLDER
Impact Investors, Inc$144M AUM0.07%$103,82428.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.07%$45M12.32MQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.07%$477,234130.7KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.07%$2M500.0KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.07%$637,016174.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.07%$8M2.15MQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.07%$194M53.28MQ1 2026OLDER
PCM Encore, LLC$486M AUM0.07%$319,11687.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.07%$2M512.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.06%$70M19.30MQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$499,930137.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.06%$2M720.2KQ4 2025OLDER
J. Derek Lewis & Associates Inc.$445M AUM0.06%$277,76576.1KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.06%$269,00273.7KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.06%$155,48042.6KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$568,031155.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.05%$286M78.47MQ1 2026OLDER
GOULD ASSET MANAGEMENT LLC /CA/$576M AUM0.05%$287,53278.8KQ1 2026OLDER
Scientech Research LLC$120M AUM0.05%$59,40716.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.05%$15M4.05MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.05%$48M13.15MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.05%$115,65834.7KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.05%$189,58056.9KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.05%$1M339.7KQ1 2026OLDER
QUATTRO FINANCIAL ADVISORS LLC$331M AUM0.04%$146,00040.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.04%$41M11.18MQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.04%$4M1.02MQ2 2026
Traveka Wealth, LLC$262M AUM0.04%$112,56230.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.04%$175M47.92MQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.04%$50,15214.0KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$300,79782.4KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.03%$28M7.62MQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.03%$4M1.31MQ3 2025OLDER
Plan A Wealth LLC$209M AUM0.03%$67,74018.6KQ1 2026OLDER
Tenzing Financial LLC$146M AUM0.03%$45,26212.9KQ2 2026
SmartHarvest Portfolios, LLC$240M AUM0.03%$69,92319.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.03%$58M16.58MQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.03%$76,01520.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$19M5.16MQ1 2026OLDER
Amundi$367.1B AUM0.02%$90M24.58MQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.02%$631,760173.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$21M5.71MQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.02%$3M722.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$42M11.51MQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.02%$403,190110.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M5.43MQ4 2025OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.02%$117,92132.3KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.02%$2M481.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$158M43.35MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$579,181158.7KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.02%$194,25353.2KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.02%$408,461111.9KQ1 2026OLDER
Hilltop National Bank$468M AUM0.02%$70,69420.4KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.01%$79,65821.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$2M459.6KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.01%$1M342.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.01%$80,18322.0KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.01%$827,119226.6KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$256,43070.3KQ1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.01%$1M342.5KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.01%$66,56918.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$167,90046.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$99M27.18MQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$7M1.91MQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$802,748219.9KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.01%$147,58540.4KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$1M342.6KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$201,27955.1KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.01%$153,46842.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$683,790187.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M550.8KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.01%$82,10124.7KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$749,451205.3KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$455,867136.9KQ4 2025OLDER
STRS OHIO$25.2B AUM0.01%$2M618.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$408,722108.4KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$218,36264.6KQ3 2025OLDER
IPG Investment Advisors LLC$582M AUM0.01%$51,36213.6KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$160,33043.9KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$72,28119.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$20M5.46MQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.01%$156,09242.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$456,376137.1KQ4 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$10M2.85MQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.01%$55,79016.5KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M504.9KQ3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.01%$22M6.12MQ2 2026
Inspire Investing, LLC$1.7B AUM0.01%$92,78925.4KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$208,32457.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$102M28.08MQ1 2026OLDER
LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM0.01%$44,50812.2KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$922,888252.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$175,60548.1KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.01%$37,89210.9KQ2 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$773,887212.0KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$632,528173.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$12M3.39MQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$4M1.03MQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$4M1.24MQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$253,64669.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M2.62MQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.01%$2M491.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$30M8.24MQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$41,30711.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.00%$40,32211.0KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.00%$310,61585.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$534,586146.5KQ1 2026OLDER
Turim 21 Investimentos Ltda.$399M AUM0.00%$16,5932.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$13M3.61MQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$15,5754.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$291,56779.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$343,66294.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$26M6.99MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$324,36188.9KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.00%$253,54676.1KQ4 2025OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.00%$255,82769.9KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$20,4985.6KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.00%$50,05015.0KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M593.2KQ1 2026OLDER
PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM0.00%$203,84460.3KQ4 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.00%$239,15265.5KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$35,48110.2KQ2 2026
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.00%$93,10825.5KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$290,27079.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$125,57934.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$49M13.96MQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$13M3.62MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.00%$97,25826.6KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$192,71852.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$167M45.86MQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$373,187102.2KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.00%$219,73060.2KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$982,883295.2KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$148,82140.8KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$55,22315.7KQ4 2025OLDER
Calamos Advisors LLC$28.2B AUM0.00%$707,407193.8KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$4,5771.3KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$167,99360.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$17M4.79MQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.00%$41,76711.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M1.30MQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.00%$42,80711.7KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$8,1652.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2,738750Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.00%$71,21919.5KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.00%$41,30012.4KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M1.57MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$9M2.48MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M420.5KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.00%$72,50019.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$57,88215.9KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.00%$7,3262.2KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M716.2KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$230,91763.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$47M12.57MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M1.07MQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$129,69138.4KQ3 2025OLDER
Boreal Capital Management LLC$123M AUM0.00%$1,922508Q1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$56,74915.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$40,21011.6KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$49,86413.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M339.8KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$1M370.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$12M3.22MQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$96,34128.9KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$92,30825.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$58,97317.0KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$575,718157.7KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.00%$66,22518.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$167,63245.9KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$87,68824.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M374.2KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.00%$231,94469.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$46M12.48MQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$201,90955.3KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$191,60752.5KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$150,06241.1KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$55,08414.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$16M4.73MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$125,71334.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$261,54171.7KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$552,880166.0KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$238,29665.3KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$308,74391.3KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M454.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$586,905160.8KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$71,00119.5KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$42,82311.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$3,6501.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$9,5742.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$44M13.32MQ4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$5,1211.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$818,436224.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M633.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M700.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$80,47522.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$49,25713.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$137,63437.7KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$40,41812.1KQ4 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$353,86496.9KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$102,55828.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M488.0KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$56,19215.4KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$84,45323.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M605.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$22,8406.9KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M574.6KQ2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$41,71311.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$678,500185.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$417,060114.3KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$60,95916.7KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$130,55235.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$46,47912.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$69,26819.0KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$2,343642Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$81,84822.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$153,30042.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$82,46124.8KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$177,56848.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$345,82694.7KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$1,190326Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M358.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$141,51938.8KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.00%$854234Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$2,219608Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M315.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$255,12869.9KQ1 2026OLDER
West Financial Advisors, LLC$659M AUM0.00%$1,041300Q2 2026
Sterling Capital Management LLC$5.3B AUM0.00%$8,3372.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$3,137841Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,421389Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$24373Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$477,144130.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$64,66817.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,0371.1KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,019553Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$89,58224.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,048561Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$51,34814.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$125,65534.4KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$2,154590Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$28,3137.8KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$31887Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$13,4774.0KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$57,74715.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,468950Q2 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$2,927802Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$573157Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$2,844854Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$53,93414.8KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$1,649495Q4 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.00%$1,380378Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$33,27510.7KQ3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$138,99938.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$28,6797.8KQ1 2026OLDER
First Pacific Financial$777M AUM0.00%$29888Q3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$434119Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,7961.9KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,052607Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$135,21837.0KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,139312Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$409112Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$654187Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$30,3498.3KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$19358Q4 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$7721Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$6,7601.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2,225610Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$210,99357.8KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$757208Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1,941583Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$1,479405Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$558153Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$50,43513.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$6618Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$41Q1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM$00Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM$00Q4 2025OLDER

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