SEC 13F Intelligence

BCSBARCLAYS PLC

CUSIP 06738E204 · Yahoo Finance ↗ · Google Finance ↗

Barclays PLC (BCS) has 497 institutional holders in Filings Flow’s 13F database, together reporting 286.42M shares worth $5.5B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Morgan Stanley, and FMR LLC.

Institutional Holders
497
Q1 2026
Reported Value
$5.5B
Ticker
BCS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 204Q4 ’18Q1 ’19: 205Q2 ’19: 203Q2 ’19Q3 ’19: 186Q2 ’21: 244Q2 ’21Q4 ’21: 260Q4 ’22: 283Q4 ’22Q4 ’25: 498Q1 ’26: 497Q1 ’26Q2 ’26: 33filingsflow.com
Total reported value
Q4 ’18: $967MQ4 ’18Q1 ’19: $999MQ2 ’19: $864MQ2 ’19Q3 ’19: $590MQ2 ’21: $1.6BQ2 ’21Q4 ’21: $1.8BQ4 ’22: $372MQ4 ’22Q4 ’25: $6.1BQ1 ’26: $5.5BQ1 ’26Q2 ’26: $98Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ABC ARBITRAGE SA$753M AUM3.69%$39M1.55MQ4 2025OLDER
Hedges Asset Management LLC$142M AUM2.16%$3M120.5KQ4 2025OLDER
Gator Capital Management, LLC$489M AUM2.16%$11M499.9KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM1.88%$11M396.8KQ2 2026
Illumine Investment Management, LLC$130M AUM1.70%$2M104.5KQ1 2026OLDER
PVG ASSET MANAGEMENT CORP$173M AUM1.41%$2M90.7KQ2 2026
EJF Capital LP$142M AUM1.40%$2M94.2KQ1 2026OLDER
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM1.40%$42M2.00MQ1 2026OLDER
Sheets Smith Investment Management$154M AUM1.28%$2M95.5KQ3 2025OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM1.20%$61M2.90MQ1 2026OLDER
GKV Capital Management Co., Inc.$267M AUM1.12%$3M141.6KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM1.06%$86M4.07MQ1 2026OLDER
Main Street Research LLC$1.7B AUM1.05%$18M851.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.88%$25M1.20MQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.75%$7M333.1KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.74%$17M823.5KQ1 2026OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM0.72%$6M310.6KQ3 2025OLDER
Themes Management Co LLC$162M AUM0.71%$953,05237.4KQ4 2025OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.69%$15M701.2KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.66%$1.9B91.45MQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.63%$2M86.5KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.61%$4M189.2KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.49%$2M61.3KQ2 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.49%$4M176.4KQ1 2026OLDER
Stamos Capital Partners, L.P.$640M AUM0.48%$3M145.1KQ1 2026OLDER
Militia Capital Management LLC$454M AUM0.47%$2M100.0KQ2 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.44%$8M363.1KQ1 2026OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.43%$2M101.8KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.41%$8M400.0KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.39%$3M149.0KQ1 2026OLDER
OPAL CAPITAL LLC$565M AUM0.38%$2M59.2KQ4 2025OLDER
CHANNING GLOBAL ADVISORS, LLC$171M AUM0.36%$611,69328.9KQ1 2026OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.34%$25M1.17MQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.34%$881,39941.7KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.33%$3M143.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.33%$11M535.0KQ1 2026OLDER
R Squared Ltd$182M AUM0.32%$754,84836.5KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.30%$16M745.3KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.29%$774,18022.0KQ4 2025OLDER
Paladin Partners, LLC$139M AUM0.29%$407,75419.3KQ2 2026
TrueMark Investments, LLC$514M AUM0.29%$2M59.2KQ4 2025OLDER
Baron Wealth Management LLC$386M AUM0.28%$1M40.8KQ2 2026
Integrated Quantitative Investments LLC$551M AUM0.28%$2M73.5KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.27%$44M2.10MQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.27%$1M70.2KQ1 2026OLDER
MQS Management LLC$148M AUM0.27%$457,18418.0KQ4 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.26%$585,35023.0KQ4 2025OLDER
Burns Matteson Capital Management, LLC$273M AUM0.26%$697,83633.0KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.24%$1M41.3KQ2 2026
BKM Wealth Management, LLC$274M AUM0.24%$666,69731.5KQ1 2026OLDER
Landmark Wealth Management, LLC$373M AUM0.24%$903,53242.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.24%$2M100.0KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.24%$382,10718.1KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.24%$3M138.9KQ1 2026OLDER
Scientech Research LLC$120M AUM0.22%$268,60512.7KQ1 2026OLDER
MATTERS CAPITAL LLC$113M AUM0.22%$267,37810.5KQ4 2025OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.21%$407,62619.3KQ1 2026OLDER
Manske Wealth Management$357M AUM0.21%$756,91435.8KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.21%$544,92725.8KQ1 2026OLDER
MidWestOne Financial Group, Inc.$900M AUM0.21%$2M73.9KQ4 2025OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.19%$5M254.8KQ1 2026OLDER
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM0.19%$201,2849.7KQ3 2025OLDER
Naviter Wealth, LLC$801M AUM0.18%$1M69.9KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.18%$337,31512.6KQ2 2026
Qtron Investments LLC$738M AUM0.17%$1M58.4KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.17%$3M147.1KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.17%$857,38240.5KQ1 2026OLDER
Carter Financial Group, INC.$162M AUM0.16%$277,49810.9KQ4 2025OLDER
Ariadne Wealth Management, LP$223M AUM0.16%$348,29416.5KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.15%$2M105.2KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.15%$4M170.3KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.14%$6M300.8KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.14%$3M164.0KQ1 2026OLDER
ACR Alpine Capital Research, LLC$6.7B AUM0.14%$10M454.0KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.14%$4M196.2KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.14%$620,98329.3KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.13%$28M1.36MQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.13%$433,90720.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.13%$302,54614.3KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.13%$4M170.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.13%$32M1.51MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.13%$82M3.86MQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.13%$226,24310.7KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.13%$1M51.5KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.12%$1M51.7KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.12%$4M165.2KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.12%$54M2.53MQ1 2026OLDER
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM0.12%$3M158.4KQ1 2026OLDER
ARWA LLC$202M AUM0.12%$246,30110.5KQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.12%$202,1209.6KQ1 2026OLDER
Five Oceans Advisors$276M AUM0.12%$322,11915.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.11%$23M1.06MQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.11%$473,16618.6KQ4 2025OLDER
Brucke Financial, Inc.$197M AUM0.11%$215,66310.2KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.11%$6M287.2KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM0.11%$19M906.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.10%$23M1.09MQ1 2026OLDER
D'Orazio & Associates, Inc.$772M AUM0.10%$790,34837.4KQ1 2026OLDER
Canopy Partners, LLC$291M AUM0.10%$294,14513.9KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.10%$230,3239.1KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.10%$468,45818.4KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.10%$3M151.4KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.10%$3M144.6KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.09%$835,12239.5KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.09%$662,90131.3KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.09%$9M422.5KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.09%$5M250.0KQ1 2026OLDER
Shilanski & Associates, Inc.$376M AUM0.09%$344,73316.7KQ3 2025OLDER
Brown Financial Advisors$264M AUM0.09%$239,80611.3KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.09%$264,6319.9KQ2 2026
Trexquant Investment LP$13.9B AUM0.09%$12M578.3KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.09%$843,75539.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.09%$180M8.89MQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.08%$6M228.2KQ2 2026
Nicholas Investment Partners, LP$1.4B AUM0.08%$1M45.3KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.08%$717,36633.9KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.08%$6M262.3KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.08%$270,25612.8KQ1 2026OLDER
S.E.E.D. Planning Group LLC$344M AUM0.08%$264,50012.5KQ1 2026OLDER
New Republic Capital, LLC$297M AUM0.07%$272,85910.7KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.07%$952,20045.0KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.07%$245,41411.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$402,96719.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.07%$25,6791.0KQ4 2025OLDER
55 North Private Wealth, LLC$508M AUM0.07%$356,07913.3KQ2 2026
WRAPMANAGER INC$288M AUM0.07%$201,6559.5KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.07%$436,82720.6KQ1 2026OLDER
ANCHYRA PARTNERS LLC$330M AUM0.07%$225,41710.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.07%$74M3.48MQ1 2026OLDER
Syverson Strege & Co$416M AUM0.07%$282,10513.3KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.07%$105,9695.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.07%$17M801.1KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.07%$860,70337.3KQ1 2026OLDER
FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM0.07%$417,10619.7KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.07%$1M50.4KQ1 2026OLDER
Senator Investment Group LP$2.2B AUM0.07%$1M67.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.06%$712,91826.5KQ2 2026
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.06%$301,85214.3KQ1 2026OLDER
Independent Wealth Network Inc.$337M AUM0.06%$207,6218.2KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.06%$1M62.2KQ1 2026OLDER
Veery Capital, LLC$372M AUM0.06%$204,2628.0KQ4 2025OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.06%$2M74.2KQ3 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.06%$85,4953.2KQ2 2026
SAGE RHINO CAPITAL LLC$535M AUM0.06%$327,70515.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.06%$4M184.2KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.06%$1M55.4KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.06%$254,38612.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.06%$54M2.55MQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.06%$572,37827.1KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.06%$3M116.7KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.06%$5M246.9KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.06%$1M47.8KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.06%$3M139.8KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.06%$261,77012.4KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.06%$5M230.8KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$329,00015.9KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.06%$4M189.1KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.05%$303,79711.9KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M151.9KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.05%$568,42126.9KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.05%$2M110.4KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.05%$2M109.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$97M4.59MQ1 2026OLDER
Ellevest, Inc.$719M AUM0.05%$356,22916.8KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.05%$2M75.7KQ1 2026OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.05%$1M41.9KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.05%$1M49.2KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.05%$348,22716.8KQ3 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.05%$90,0364.3KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.05%$2M93.3KQ1 2026OLDER
Hilltop National Bank$468M AUM0.04%$203,9757.6KQ2 2026
Smartleaf Asset Management LLC$2.8B AUM0.04%$1M59.6KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.04%$2M109.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M115.5KQ1 2026OLDER
FLC Capital Advisors$560M AUM0.04%$225,5898.9KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.04%$5M224.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.04%$3M150.7KQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.04%$2M79.3KQ3 2025OLDER
Wealth Architects, LLC$1.1B AUM0.04%$437,88520.7KQ1 2026OLDER
LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM0.04%$230,7309.1KQ4 2025OLDER
Investors Research Corp$523M AUM0.04%$206,1458.1KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M68.7KQ4 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.04%$723,94734.2KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.04%$656,49031.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$211,93910.0KQ1 2026OLDER
Optas, LLC$661M AUM0.04%$230,3749.1KQ4 2025OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.04%$215,85310.2KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.04%$542,03525.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.04%$4M170.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.03%$151M7.21MQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.03%$584,15825.6KQ1 2026OLDER
Wealthstream Advisors, Inc.$661M AUM0.03%$225,96410.9KQ3 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.03%$1M58.6KQ4 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.03%$212,5612.9KQ4 2025OLDER
May Hill Capital, LLC$371M AUM0.03%$250,8869.9KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.03%$254,36412.0KQ1 2026OLDER
Intelligence Driven Advisers, LLC$574M AUM0.03%$224,0878.8KQ4 2025OLDER
Genus Capital Management Inc.$873M AUM0.03%$279,41813.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.03%$97M4.59MQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.03%$127,2505.0KQ4 2025OLDER
Diversify Advisory Services, LLC$655M AUM0.03%$904,57034.6KQ4 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$43,7592.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$137M6.45MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$17M798.7KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.03%$44,8792.1KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.03%$70,0242.6KQ2 2026
Owl Creek Wealth Partners LLC$281M AUM0.03%$76,9383.6KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M53.1KQ1 2026OLDER
Clarius Group, LLC$1.8B AUM0.03%$469,83218.5KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.03%$2M80.1KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.03%$13M510.5KQ4 2025OLDER
Anfield Capital Management, LLC$363M AUM0.03%$93,1044.4KQ1 2026OLDER
SYM FINANCIAL Corp$1.0B AUM0.03%$255,95112.1KQ1 2026OLDER
Hardy Reed LLC$1.4B AUM0.03%$347,00316.4KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.03%$175,7008.5KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$8M368.1KQ1 2026OLDER
Diversified Enterprises, LLC$1.8B AUM0.03%$458,15621.7KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$288,28413.6KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$6M265.2KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.03%$225,24810.6KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$14M658.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$646,92324.1KQ2 2026
Abacus Wealth Partners, LLC$1.1B AUM0.02%$262,72312.4KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.02%$438,65120.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.02%$3M130.4KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.02%$27,5081.3KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M98.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$6M263.5KQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.02%$5M250.0KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$16M763.8KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.02%$79,6903.1KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$1M52.8KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.02%$28,4391.3KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$228,1859.0KQ4 2025OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.02%$398,21018.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$489,38823.1KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$2M79.0KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.02%$307,20913.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.02%$5M215.7KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$169M7.99MQ1 2026OLDER
Sage Mountain Advisors LLC$1.4B AUM0.02%$364,46914.3KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$525,21224.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$35M1.68MQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.02%$109M5.17MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$319M12.52MQ1 2026OLDER
Bank of New Hampshire$437M AUM0.02%$82,0803.9KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.02%$328,50915.5KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.02%$825,53639.0KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.02%$24,9901.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M55.5KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.02%$600,18428.4KQ1 2026OLDER
Greenspring Advisors, LLC$1.6B AUM0.02%$269,51512.7KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.02%$163,3366.1KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$20M947.1KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.02%$357,77416.9KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.02%$1M48.2KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.02%$4M205.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.02%$56,2012.7KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$635,83030.8KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$113M5.32MQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.01%$15,130715Q1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$625,62829.6KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$25,4501.0KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$53M2.52MQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$166,9347.9KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.01%$214,46610.1KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$45,7341.8KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$184M8.69MQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$53,2602.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$420,24019.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$1M49.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$7M322.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$67M3.17MQ2 2026
Gateway Wealth Partners, LLC$2.6B AUM0.01%$322,94115.3KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$14M654.2KQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.01%$204,3898.0KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$427,54119.0KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$738,18134.9KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$20,195977Q3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M202.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$24M1.15MQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$32,2321.2KQ2 2026
Blue Trust, Inc.$8.7B AUM0.01%$1M47.7KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$803,76338.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$25M1.17MQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M69.0KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$900,84442.6KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$315,28414.9KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$461,18221.8KQ1 2026OLDER
Fairman Group, LLC$117M AUM0.01%$12,696600Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$119,2755.6KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$871,20041.2KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$245,43211.6KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.01%$14M535.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$81M3.81MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M104.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$194M9.16MQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$13M632.9KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$722,95234.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M64.0KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$417,59319.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$6M280.2KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$211,98210.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M65.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$7M322.2KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$259,33212.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$6M305.1KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$523,31024.7KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.01%$2M109.3KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$202,5618.0KQ4 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$863,86340.8KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M55.4KQ1 2026OLDER
Activest Wealth Management$569M AUM0.01%$52,7942.5KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$239,16511.3KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.01%$4M210.8KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$271,49511.5KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.01%$163,9676.1KQ2 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$53M2.52MQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$406,95215.2KQ2 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$7M310.4KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.01%$15,230567Q2 2026
RWA WEALTH PARTNERS, LLC$9.1B AUM0.01%$763,36536.1KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$7M352.1KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.01%$25,7061.0KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$460,08621.7KQ2 2026
YANKCOM Partnership$243M AUM0.01%$19,316759Q4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$8M387.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$9M416.6KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$251,95211.9KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$819,79339.7KQ3 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$232,57011.0KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$63,5013.0KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$478,70722.6KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$245,0439.1KQ2 2026
MACQUARIE GROUP LTD$16.8B AUM0.01%$6M307.3KQ3 2025OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.01%$242,98011.5KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$378,84914.9KQ4 2025OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.01%$437,48220.7KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.01%$2M82.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$604,11828.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$7M314.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$4M186.4KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.01%$26,6191.3KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.01%$30,7041.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$10M471.0KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$29,4981.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$652,23325.6KQ4 2025OLDER
Rosenberg Matthew Hamilton$488M AUM0.01%$32,4591.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$4M182.0KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.01%$211,1848.3KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M263.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M61.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$5M258.5KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$391,73518.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$18M843.0KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$661,84231.3KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$227,44910.7KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.01%$11,415500Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$15M685.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$4M167.8KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M49.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$14,135668Q1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.01%$667,18231.5KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.01%$203,6008.0KQ4 2025OLDER
Signature Equity Partners, LLC$186M AUM0.01%$10,436493Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.01%$5M217.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$6M222.2KQ4 2025OLDER
Berbice Capital Management LLC$153M AUM0.01%$8,464400Q1 2026OLDER
Pure Financial Advisors, LLC$7.0B AUM0.01%$379,68617.9KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$217,18610.3KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.01%$872,52841.2KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.01%$9,226436Q1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.01%$17,917704Q4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M115.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$533,79924.5KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$1M62.2KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$5M216.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M47.8KQ4 2025OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM0.00%$204,8228.0KQ4 2025OLDER
First Pacific Financial$777M AUM0.00%$36,5011.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$89,6404.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$351,19416.6KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$12M565.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$638,41830.2KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$302,76811.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$179,3217.0KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$350,90416.6KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$778,54036.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$53,4722.5KQ1 2026OLDER
Bravera Wealth$222M AUM0.00%$9,035427Q1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$762,56136.0KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$86,9514.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$36M1.69MQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$852,68240.3KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$143,7196.8KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$18,959896Q1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$355,70416.8KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$10,294498Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M122.2KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$202,3469.6KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$227,59310.8KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$565,19826.7KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$15,997756Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$12,114451Q2 2026
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$246,23911.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$169,2808.0KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$628,05529.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$259,46412.3KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$929,02643.9KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$5,747278Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$9M342.0KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$779,72536.8KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$428,08320.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M86.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$25,5621.2KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$48,3292.3KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$4,912193Q4 2025OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$8,220323Q4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$3,280155Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$18,875892Q1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.00%$242,68511.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$6,602312Q1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.00%$854,39840.4KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$565,77526.7KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$14,049664Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$15M706.6KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$4,201203Q3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M119.3KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$29,9751.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$550,73926.0KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$209,9888.3KQ4 2025OLDER
Burk Holdings LLC$233M AUM0.00%$6,073287Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$17M801.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$10M461.2KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$260,60712.3KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$221,26510.5KQ1 2026OLDER
Turim 21 Investimentos Ltda.$399M AUM0.00%$9,988472Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$8,866419Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$202,1669.6KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$5,650267Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$15M703.5KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$10,762493Q1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$90,16839.7KQ4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$104,3194.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$822,49838.9KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$270,91110.6KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M141.4KQ3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$49,1122.3KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$16,251768Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M51.9KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$35,5491.7KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$580,96927.5KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$6,719264Q4 2025OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$2,03196Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$15,341725Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$13,915610Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$7,321346Q1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$8,464400Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$12M563.1KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$10,390381Q2 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$365,97817.3KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.00%$8,464400Q1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$395,03618.7KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$15,576736Q1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$4,076193Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$337,16315.9KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM0.00%$5,540268Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3M131.4KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$46,3961.8KQ4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$9,734460Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M45.5KQ4 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$8,464400Q1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$13,162622Q1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$925,39043.7KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$18,867892Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$22M1.08MQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$2,349111Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$243,72011.5KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$4,022158Q4 2025OLDER
Decker Retirement Planning Inc.$221M AUM0.00%$2,857135Q1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$487,63223.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$74M3.50MQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$15,113714Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$83,3653.9KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$20,294959Q1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.00%$378,51917.9KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2M91.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$325,44415.4KQ2 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$436,66917.2KQ4 2025OLDER
Key FInancial Inc$562M AUM0.00%$6,581311Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,35464Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$805,74038.1KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$438,98520.7KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$48,5662.4KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$282,99313.4KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4,572216Q1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$4,232200Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M55.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M65.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$690,68532.6KQ1 2026OLDER

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