SEC 13F Intelligence

BLMNBLOOMIN BRANDS INC

CUSIP 094235108 · Yahoo Finance ↗ · Google Finance ↗

Bloomin Brands Inc (BLMN) has 226 institutional holders in Filings Flow’s 13F database, together reporting 83.31M shares worth $435M as of Q1 2026. The largest reported holders are Starboard Value LP, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
226
Q1 2026
Reported Value
$435M
Ticker
BLMN
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 172Q4 ’18Q1 ’19: 180Q2 ’19: 197Q2 ’19Q3 ’19: 185Q2 ’21: 228Q2 ’21Q4 ’21: 235Q4 ’22: 266Q4 ’22Q4 ’25: 230Q1 ’26: 226Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $4.5BQ4 ’18Q1 ’19: $4.2BQ2 ’19: $3.9BQ2 ’19Q3 ’19: $4.2BQ2 ’21: $32.0BQ2 ’21Q4 ’21: $23.6BQ4 ’22: $874MQ4 ’22Q4 ’25: $504MQ1 ’26: $435MQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MILLER VALUE PARTNERS, LLC$383M AUM2.87%$11M2.04MQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM1.34%$3M486.3KQ4 2025OLDER
Starboard Value LP$4.6B AUM0.94%$43M7.98MQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.77%$2M348.3KQ3 2025OLDER
TOWLE & CO$257M AUM0.67%$2M317.9KQ1 2026OLDER
Broad Bay Capital Management, LP$1.2B AUM0.63%$6M977.5KQ4 2025OLDER
Fund 1 Investments, LLC$872M AUM0.40%$3M524.1KQ4 2025OLDER
Mork Capital Management, LLC$141M AUM0.19%$270,00050.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.18%$3M434.5KQ4 2025OLDER
Diametric Capital, LP$385M AUM0.17%$645,138119.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.16%$554,926102.8KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.12%$13M2.50MQ1 2026OLDER
VARCOV Co.$268M AUM0.12%$309,48750.2KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.10%$252,58740.9KQ4 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.08%$4M575.7KQ4 2025OLDER
Factorial Partners, LLC$138M AUM0.08%$116,19716.2KQ3 2025OLDER
Pacific Ridge Capital Partners, LLC$462M AUM0.08%$360,73666.8KQ1 2026OLDER
Skylands Capital, LLC$763M AUM0.07%$512,73095.0KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.07%$262,88848.7KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.06%$1M168.9KQ4 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.06%$5M663.0KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.06%$274,13944.4KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.06%$171,91527.9KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$368,50951.4KQ4 2025OLDER
LONE PEAK GLOBAL INVESTORS LLC$600M AUM0.04%$266,46349.3KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.04%$240,55944.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$230,84843.2KQ1 2026OLDER
R Squared Ltd$182M AUM0.04%$70,00013.0KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.03%$450,79283.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M764.9KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.03%$127,39723.6KQ1 2026OLDER
Xcel Wealth Management, LLC$362M AUM0.03%$100,16518.5KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.03%$2M291.8KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M327.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$817,155151.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$4M690.1KQ2 2026
Empirical Asset Management, LLC$379M AUM0.02%$85,10915.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M313.5KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$1M186.8KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.02%$124,65923.1KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.02%$89,20014.5KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$15M2.87MQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$347,78557.0KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$11M2.03MQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.02%$798,541147.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.02%$93,81913.1KQ3 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M899.0KQ4 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$811,156150.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$826,065153.0KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.02%$27,1345.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$174,90132.4KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.01%$80,76215.0KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M550.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$104,73819.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$21M3.91MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$14M2.58MQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$7M1.37MQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.01%$99,00918.3KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.01%$530,26498.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$61,91610.0KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$18M3.27MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$219,24040.6KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$295,94254.8KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.01%$92,55515.0KQ4 2025OLDER
McGowan Group Asset Management, Inc.$785M AUM0.01%$54,00010.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$223,81136.3KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$19M3.12MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$768,739142.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M934.9KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$580,349107.5KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M265.3KQ4 2025OLDER
CastleKnight Management LP$6.0B AUM0.01%$268,15837.4KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$483,50078.4KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$302,71956.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$808,270131.0KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M585.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$302,87056.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$25,0324.1KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.00%$84,41315.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M716.1KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$1M196.5KQ3 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$195,88727.3KQ3 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$606,684112.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$216,56735.1KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.00%$89,93216.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$374,16760.6KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$7M1.27MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$741,911137.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$263,95942.8KQ4 2025OLDER
NFSG Corp$608M AUM0.00%$21,5103.0KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$8M1.42MQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$101,02318.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M369.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$5M934.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M348.0KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$202,71037.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M511.4KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.00%$114,14518.5KQ4 2025OLDER
Metis Global Partners, LLC$4.1B AUM0.00%$100,93118.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$12M2.21MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$182,38533.8KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.00%$68,38012.7KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$495,05369.0KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M231.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$13M2.48MQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$14,8942.4KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$228,93842.4KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$2,673495Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$61,58711.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$155,08325.1KQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$68,46210.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$207,61438.4KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$68,05511.0KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$108,17917.5KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$73,92113.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$41,7807.7KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$250,19346.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$745,000137.9KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$269,90737.6KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$21M3.42MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$11M2.03MQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$299,27955.4KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1M187.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$2M366.9KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$147,62627.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M320.5KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$170,19231.5KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$574,328106.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$98,49413.2KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$124,98823.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$303,09549.1KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$151,02028.0KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$6,023659Q2 2026
Investors Portfolio Services LLC$108M AUM0.00%$1,107132Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$376,86169.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$542,290100.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$924,599149.9KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$291,17353.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$97,00018.0KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$2,700500Q1 2026OLDER
West Branch Capital LLC$373M AUM0.00%$3,046564Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$198,59032.2KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M861.7KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$999185Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M532.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M1.04MQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M243.1KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$93,10717.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$18,1892.0KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.00%$7,495820Q2 2026
Arizona State Retirement System$17.1B AUM0.00%$113,75621.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M818.0KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$65,22712.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$11M1.95MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$599,204111.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$75,37314.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$229,52437.2KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$531,00074.1KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$35M6.43MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$11M2.11MQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$117,15019.0KQ4 2025OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$83,92115.5KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$13,6942.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$18,6093.0KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$37M6.08MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M743.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$254,22546.3KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$308,12957.1KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$1,620300Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$568,312105.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$799,200148.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M448.5KQ2 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$18M3.28MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$599,25681.2KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$12M2.30MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$98,46418.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$380,50670.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M236.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M472.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$315,78158.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$93,42017.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$531,04798.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$234,67443.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M568.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$11,0812.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$6,4531.2KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$80,46014.9KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$161,66922.5KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$752,863139.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M218.7KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$860120Q3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$93,71717.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$139,34725.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$217,88540.3KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$3,013465Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$283,32239.5KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$88,59216.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M256.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$151,69328.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$135,16725.0KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$179,21533.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$74,72013.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$8,2191.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$118,09821.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$237,10343.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,080200Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$110,60220.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$48256Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$80,27213.0KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$133,59624.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$10,1861.9KQ2 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$95,79113.4KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$788,881146.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$7,4681.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$50894Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$14,8182.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$124,39623.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$378,28770.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$5,9291.1KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$63,94711.8KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$49191Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$6,016975Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$18,7383.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$122,76922.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$74,84810.4KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$372,53469.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$91,96217.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$65,76712.2KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$86,70316.1KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$783145Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$128,42117.9KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$73,61411.9KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$194,09935.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,7011.1KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$81,32915.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$316,50058.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$14,8122.7KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$632117Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$45,2028.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,998370Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$852,260157.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$57,82310.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$259,75648.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$51495.0KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$10014Q3 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$44382Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$6,0111.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$111,97420.7KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$151,34028.0KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$13,3052.5KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$7,6151.1KQ3 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$26637Q3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$149,89124.3KQ4 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$569Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,523282Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2,527468Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$13,5002.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$137,34325.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$62,80211.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$96,21013.0KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$25948Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$961178Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$632117Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$115,00021.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$78,26714.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,7101.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$188,15535.2KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$33955Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$174,62432.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$213Q3 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$3,085500Q4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$2,074384Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$569Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,183219Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$11722Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$29755Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$4,936800Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$5,092943Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2,927542Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2,065288Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$51Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,459467Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,641304Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$7412Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$11118Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$25948Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6512Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$51Q1 2026OLDER

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