SEC 13F Intelligence

BLNDBLEND LABS INC

CUSIP 09352U108 · Yahoo Finance ↗ · Google Finance ↗

Blend Labs Inc (BLND) has 192 institutional holders in Filings Flow’s 13F database, together reporting 158.70M shares worth $269M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Lightspeed Management Company, L.L.C., and Blackrock, Inc..

Institutional Holders
192
Q1 2026
Reported Value
$269M
Ticker
BLND
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 79Q4 ’21Q4 ’22: 110Q4 ’22Q4 ’25: 190Q4 ’25Q1 ’26: 192Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $777MQ4 ’21Q4 ’22: $112MQ4 ’22Q4 ’25: $506MQ4 ’25Q1 ’26: $269MQ1 ’26Q2 ’26: $383,742Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Whitebark Investors LP$125M AUM8.62%$11M6.34MQ1 2026OLDER
Metavasi Capital LP$276M AUM7.91%$19M6.39MQ4 2025OLDER
EMERGENCE GP PARTNERS, LLC$111M AUM6.47%$7M4.24MQ1 2026OLDER
CYPRESS POINT INVESTMENT MANAGEMENT LP$424M AUM5.82%$25M14.54MQ1 2026OLDER
ShawSpring Partners LLC$268M AUM5.17%$27M9.02MQ4 2025OLDER
Lightspeed Management Company, L.L.C.$988M AUM3.98%$39M23.13MQ1 2026OLDER
Capricorn Fund Managers Ltd$641M AUM1.72%$11M6.50MQ1 2026OLDER
Stoic Point Capital Management LLC$103M AUM1.39%$1M840.3KQ1 2026OLDER
GOODNOW INVESTMENT GROUP, LLC$913M AUM1.11%$12M3.19MQ3 2025OLDER
Panoramic Capital, LLC$142M AUM0.92%$1M772.7KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.80%$10M2.64MQ3 2025OLDER
Samjo Management, LLC$231M AUM0.72%$2M982.5KQ1 2026OLDER
Prospect Capital Advisors, LLC$180M AUM0.69%$1M731.5KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.64%$2M550.0KQ4 2025OLDER
Potrero Capital Research LLC$163M AUM0.57%$934,493549.7KQ1 2026OLDER
Park West Asset Management LLC$1.2B AUM0.52%$6M1.70MQ3 2025OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.47%$6M1.77MQ3 2025OLDER
Ahara Advisors LLC$120M AUM0.42%$505,021297.1KQ1 2026OLDER
Irenic Capital Management LP$1.5B AUM0.24%$4M2.20MQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.23%$5M3.18MQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.21%$1M762.3KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.17%$494,815156.1KQ3 2025OLDER
Proem Advisors LLC$1.7B AUM0.12%$1M314.8KQ3 2025OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.10%$2M1.01MQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.09%$555,030182.6KQ4 2025OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.09%$4M1.23MQ3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.09%$2M556.0KQ4 2025OLDER
ALLEN OPERATIONS LLC$670M AUM0.09%$586,094344.8KQ1 2026OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.08%$392,594107.6KQ3 2025OLDER
Mount Lucas Management LP$271M AUM0.08%$217,600128.0KQ1 2026OLDER
Cypress Point Wealth Management, LLC$464M AUM0.08%$366,934215.8KQ1 2026OLDER
Base Wealth Management LLC$179M AUM0.07%$134,95244.4KQ4 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.07%$81,50226.8KQ4 2025OLDER
J. Goldman & Co LP$3.4B AUM0.06%$2M741.9KQ4 2025OLDER
Militia Capital Management LLC$454M AUM0.06%$266,460300.0KQ2 2026
BWCP, LP$656M AUM0.04%$247,96367.9KQ3 2025OLDER
Massar Capital Management, LP$934M AUM0.04%$374,000220.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.03%$49,97816.4KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.03%$80,36526.4KQ4 2025OLDER
New Insight Wealth Advisors$279M AUM0.03%$77,10445.4KQ1 2026OLDER
South Shore Capital Advisors$137M AUM0.03%$36,48012.0KQ4 2025OLDER
Hyperion Capital Advisors LP$208M AUM0.02%$50,74229.8KQ1 2026OLDER
Whetstone Capital Advisors, LLC$288M AUM0.02%$66,11138.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M606.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.02%$79,20126.1KQ4 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.02%$40,68823.9KQ2 2026
Westmount Partners, LLC$457M AUM0.02%$76,95045.0KQ2 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.02%$2M1.00MQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.02%$37,50010.3KQ3 2025OLDER
Essential Partners LLC$250M AUM0.02%$40,19412.2KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$4M2.17MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$83,55549.1KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.02%$850,966500.6KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.02%$99,28358.4KQ1 2026OLDER
Ulysses Management LLC$802M AUM0.01%$78,43225.8KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$390,866229.9KQ1 2026OLDER
Lexington Hill Partners, LLC$206M AUM0.01%$23,41713.7KQ2 2026
Crawford Fund Management, LLC$520M AUM0.01%$79,04026.0KQ4 2025OLDER
Bienville Capital Management, LLC$550M AUM0.01%$57,08433.6KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.01%$47,73828.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$125,25373.7KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$249,756146.9KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$65,10117.8KQ3 2025OLDER
Trellis Wealth Advisors LLC$263M AUM0.01%$18,58510.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$60,10035.4KQ1 2026OLDER
PFG Advisors$2.1B AUM0.01%$135,93480.0KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.01%$117,21669.0KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$45,25012.4KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.01%$81,14022.2KQ3 2025OLDER
Revisor Wealth Management LLC$362M AUM0.01%$21,11812.4KQ1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.01%$53,94031.5KQ2 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$134,46236.8KQ3 2025OLDER
Diversified Trust Co$5.4B AUM0.00%$253,75783.5KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M1.41MQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$299,92698.7KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M334.8KQ4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$17,00010.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$7,6762.1KQ3 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$122,92472.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M1.73MQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.00%$95,53256.2KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$912,206536.6KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$107,55867.2KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$389,943229.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$160,23594.3KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$41,04013.5KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$169,17655.6KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$128,04675.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$74,96344.1KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.00%$107,61063.3KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$54,75015.0KQ3 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$62,85017.2KQ3 2025OLDER
WBH ADVISORY INC$1.3B AUM0.00%$19,70110.4KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$20,29711.9KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$38,76022.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$8M4.76MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.00%$42,54125.0KQ1 2026OLDER
Hamrick Investment Counsel, llc$180M AUM0.00%$2,0401.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$56,96933.3KQ2 2026
Oakum Bay Capital LLC$187M AUM0.00%$1,9861.2KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$2,7581.6KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$37,80522.2KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$24,43114.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$29,81117.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$100,81059.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$763,778449.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$54M17.87MQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$77,91645.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M281.2KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$196,464115.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M1.57MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M621.0KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$44,85126.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$41,52913.7KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$11M6.70MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$96,07056.5KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$73,38243.2KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.00%$16,92610.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$8M4.84MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M2.60MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$50,87829.9KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.00%$22,27013.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M623.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$28M16.29MQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$7,4762.0KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$89,50852.7KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$81,66922.4KQ3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$102,22660.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$109,65064.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$319,501187.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M1.66MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M1.90MQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$120,14470.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$16M9.65MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M1.87MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$439,770258.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$221,887130.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$685,610403.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$97,35026.7KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$179,257105.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$71,08819.5KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$11M6.30MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$341,340200.8KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$1,945640Q4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$76,37325.1KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$392,261230.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$80,07047.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$10,2006.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$214,639126.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$275,16375.4KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M645.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$99,55758.6KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$129,73235.5KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$734,434241.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$216,218127.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$329,708193.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$30,80418.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$800,888471.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$73,19743.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$240,329141.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$391,287107.2KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$39,69313.1KQ4 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$2,088572Q3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$109,44036.0KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$1M726.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$983,024578.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$129,56835.5KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$95,78856.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$287,35078.5KQ3 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$52,25716.0KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$372,164218.9KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$211,456124.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$35,35520.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$729429Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$390,809229.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$154,43390.8KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$26,55415.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$591,002347.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$59,71229.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$61,38736.1KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$95,01156.8KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$21,37212.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$669,199393.6KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$23,28013.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$889,182523.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,1741.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$13,9514.6KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$55,93415.3KQ3 2025OLDER
DV EQUITIES, LLC$558M AUM0.00%$505166Q4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$36,99521.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$64,60038.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$158,40893.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$93,34454.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$48,63128.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$31,32118.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$302,492177.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$1M381.9KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$145,09685.1KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$19,75411.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$53,40631.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$62,67636.9KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,1651.9KQ2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$33,73511.1KQ4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$213125Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$39,78510.9KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$214,877126.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$48,59628.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$33,37619.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$898528Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$39,50713.2KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$579,287340.8KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$39,39623.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$2,1741.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$13236Q3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$21,53612.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$74,41143.8KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,610715Q3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$82,67148.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$631371Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$252148.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$19,21011.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$124,56673.3KQ2 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$34,96620.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$599164Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$5,2633.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$13,00425.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$41,82724.6KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$9,2605.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$52,99931.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$3,9732.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$26,72615.7KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$706415Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$10,7976.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$224,423132.0KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2,044560Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$5,2723.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$136,28281.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$30,75010.1KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$4,2862.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$192113Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$14082Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$187110Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2,6351.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2,1561.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$74Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$62Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4,0002.8KQ1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,149676Q2 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$1,125662Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3016Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$228134Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$409248Q1 2026OLDER

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