SEC 13F Intelligence

BNSBANK NOVA SCOTIA B C

CUSIP 064149107 · Yahoo Finance ↗ · Google Finance ↗

Bank Nova Scotia B C (BNS) has 501 institutional holders in Filings Flow’s 13F database, together reporting 537.98M shares worth $36.0B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Vanguard Group Inc, and Bank Of Montreal /Can/.

Institutional Holders
501
Q1 2026
Reported Value
$36.0B
Ticker
BNS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 322Q4 ’18Q1 ’19: 330Q2 ’19: 317Q2 ’19Q3 ’19: 322Q2 ’21: 363Q2 ’21Q4 ’21: 400Q4 ’22: 390Q4 ’22Q4 ’25: 469Q1 ’26: 501Q1 ’26Q2 ’26: 24filingsflow.com
Total reported value
Q4 ’18: $18.7BQ4 ’18Q1 ’19: $19.1BQ2 ’19: $18.2BQ2 ’19Q3 ’19: $52.2BQ2 ’21: $53.0BQ2 ’21Q4 ’21: $58.9BQ4 ’22: $10.8BQ4 ’22Q4 ’25: $40.8BQ1 ’26: $36.0BQ1 ’26Q2 ’26: $57Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CANERECTOR INC$211M AUM13.71%$29M300.0KQ1 2026OLDER
NICOLA WEALTH MANAGEMENT LTD.$833M AUM9.14%$100M1.36MQ4 2025OLDER
SIG North Trading, ULC$5.0B AUM6.39%$318M4.59MQ1 2026OLDER
Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM4.76%$69M940.5KQ4 2025OLDER
Value Partners Investments Inc.$1.3B AUM4.28%$56M811.6KQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM3.91%$243M3.51MQ1 2026OLDER
PERISCOPE CAPITAL INC.$902M AUM3.84%$35M500.0KQ1 2026OLDER
Eldred Rock Partners, LLC$465M AUM3.83%$18M205.2KQ2 2026
SCOTIA CAPITAL INC.$24.3B AUM3.82%$929M13.42MQ1 2026OLDER
Cardinal Capital Management, Inc.$3.7B AUM3.77%$140M2.02MQ1 2026OLDER
Guardian Partners Inc.$1.2B AUM3.66%$44M632.5KQ1 2026OLDER
MUFG SECURITIES (CANADA), LTD.$3.5B AUM3.64%$127M1.83MQ1 2026OLDER
Coleford Investment Management Ltd.$408M AUM3.48%$14M205.4KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM3.09%$1.9B27.28MQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM2.97%$10M138.5KQ1 2026OLDER
Addenda Capital Inc.$3.6B AUM2.92%$104M1.07MQ1 2026OLDER
Marathon Asset Management Ltd$2.6B AUM2.89%$75M1.09MQ1 2026OLDER
Cumberland Partners Ltd$1.3B AUM2.76%$36M526.3KQ1 2026OLDER
Murchinson Ltd.$791M AUM2.58%$20M294.6KQ1 2026OLDER
Keystone Financial Planning, Inc.$374M AUM2.58%$10M139.1KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM2.44%$90M1.29MQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM2.24%$54M780.4KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM2.00%$676M9.67MQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM2.00%$1.4B20.08MQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM1.92%$533M7.73MQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM1.90%$316M4.56MQ1 2026OLDER
Lorne Steinberg Wealth Management Inc.$422M AUM1.85%$8M112.5KQ1 2026OLDER
BCV Asset Management Inc.$2.9B AUM1.64%$48M690.3KQ1 2026OLDER
Tacita Capital Inc$169M AUM1.60%$3M39.2KQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM1.58%$24M246.5KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM1.49%$611M8.79MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM1.49%$647M9.33MQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM1.46%$3.9B56.67MQ1 2026OLDER
DAVIS-REA LTD.$384M AUM1.36%$5M75.4KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM1.34%$9M128.7KQ1 2026OLDER
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.9B AUM1.28%$25M359.1KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM1.27%$4M64.8KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM1.27%$15M213.5KQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM1.17%$6M89.5KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM1.16%$1.3B18.25MQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM1.10%$6.3B90.26MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM1.08%$1.3B19.18MQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM1.03%$15M162.6KQ3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM1.02%$1.1B16.41MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM1.01%$85M1.23MQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.99%$138M2.14MQ3 2025OLDER
DKRT Investments Corp.$395M AUM0.98%$4M56.0KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.94%$1M18.8KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.91%$15M215.5KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.90%$85M1.23MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.90%$16M228.5KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.90%$34M493.1KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.84%$131M1.90MQ1 2026OLDER
PORTLAND INVESTMENT COUNSEL INC.$312M AUM0.84%$3M37.8KQ1 2026OLDER
Orca Wealth Management, LLC$141M AUM0.82%$1M16.8KQ3 2025OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.77%$27M392.1KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.76%$21M308.3KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.75%$5M66.0KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.73%$223M3.22MQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.72%$599M8.65MQ1 2026OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.71%$2M22.8KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM0.71%$75M1.20MQ3 2025OLDER
PARK CIRCLE Co$108M AUM0.67%$727,75510.5KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.62%$384M5.54MQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM0.61%$11M161.5KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.60%$1M18.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.56%$57M830.2KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.56%$4M62.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.55%$6M79.5KQ1 2026OLDER
MQS Management LLC$148M AUM0.50%$734,20110.6KQ1 2026OLDER
FIL Ltd$128.7B AUM0.49%$627M9.04MQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.48%$82M1.18MQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM0.47%$7M100.0KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.45%$2M27.7KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.44%$80M1.24MQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.44%$141M2.03MQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.43%$1M18.7KQ1 2026OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM0.43%$781,47011.3KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.42%$18M262.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.41%$632M9.11MQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.40%$5M79.0KQ1 2026OLDER
Ravenstone Capital Management Inc.$200M AUM0.37%$740,03310.7KQ2 2026
PDT Partners, LLC$1.7B AUM0.34%$6M83.2KQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.34%$884,39612.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.33%$609M8.78MQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.33%$16M162.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.32%$370M5.34MQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.32%$8M119.6KQ1 2026OLDER
Burkett Asset Management Ltd$101M AUM0.31%$311,6474.5KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.29%$3M36.6KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.29%$14M204.5KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.27%$21M305.6KQ1 2026OLDER
Danica Pension, Livsforsikringsaktieselskab$5.3B AUM0.27%$14M148.7KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.27%$775,61012.0KQ3 2025OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.27%$411,8616.0KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.25%$2M19.1KQ1 2026OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.25%$256,4473.7KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.25%$21M214.6KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.24%$626,4839.0KQ1 2026OLDER
Ruggaard & Associates LLC$252M AUM0.24%$601,6118.7KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.23%$8M86.9KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.23%$1M17.3KQ3 2025OLDER
Cohen Investment Advisors LLC$210M AUM0.23%$477,1306.9KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.22%$1M18.6KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.22%$323,9554.7KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.21%$84M1.21MQ1 2026OLDER
AAFMAA Wealth Management & Trust LLC$286M AUM0.21%$588,1676.8KQ2 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.21%$341M4.92MQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.19%$3M41.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.19%$761M10.97MQ1 2026OLDER
Corient IA LLC$106M AUM0.19%$206,5443.0KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.18%$380,9285.5KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.18%$303,0934.4KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.18%$5M73.1KQ1 2026OLDER
Income Insurance Ltd$147M AUM0.17%$255,0093.7KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.17%$32M468.7KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.17%$6M93.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.16%$48M694.7KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.16%$11M152.8KQ1 2026OLDER
111 Capital$406M AUM0.16%$636,2919.2KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.15%$34M352.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.15%$4M53.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.15%$173M2.50MQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.15%$316,3253.3KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.15%$5M78.6KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.14%$715,1619.7KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.14%$9M133.7KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.14%$920,09013.3KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.13%$1M21.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.13%$580M8.40MQ1 2026OLDER
AVIVA PLC$59.6B AUM0.13%$80M1.15MQ1 2026OLDER
PCJ Investment Counsel Ltd.$352M AUM0.13%$467,4956.7KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.13%$8M113.1KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.13%$30M436.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.12%$43M616.5KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.12%$59M855.9KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.12%$38M636.0KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.12%$137M1.98MQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.12%$204,8113.0KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.11%$11M160.4KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.11%$544,1417.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.11%$3M44.3KQ4 2025OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.11%$19M269.9KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.11%$452,2724.6KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.11%$6M81.7KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.11%$713,89310.3KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.10%$3M44.4KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.10%$3M38.8KQ3 2025OLDER
WESTBOURNE INVESTMENTS, INC.$210M AUM0.10%$213,7012.9KQ4 2025OLDER
Five Oceans Advisors$276M AUM0.10%$272,9433.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.10%$3M46.6KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.10%$9M136.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.09%$43M622.9KQ1 2026OLDER
JCIC Asset Management Inc.$326M AUM0.09%$305,3494.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.09%$203M2.97MQ1 2026OLDER
Sara-Bay Financial$333M AUM0.09%$305,6574.4KQ1 2026OLDER
MOTCO$1.1B AUM0.09%$987,52914.2KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.09%$2M24.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.09%$79M1.14MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.09%$416M6.01MQ1 2026OLDER
North Capital, Inc.$118M AUM0.09%$110,4221.7KQ3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.09%$113,7511.64MQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.09%$9M127.0KQ2 2026
BARCLAYS PLC$416.3B AUM0.08%$347M5.00MQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.08%$2M24.0KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.08%$443,5846.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.08%$76M1.11MQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.08%$898,01210.3KQ2 2026
Swiss Life Asset Management Ltd$20.4B AUM0.08%$16M234.9KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$305,0383.2KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.08%$1M20.9KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.08%$4M51.5KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.07%$19M261.8KQ2 2026
XTX Topco Ltd$5.8B AUM0.07%$3M37.7KQ4 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.07%$17M235.9KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.07%$22M311.8KQ1 2026OLDER
Manske Wealth Management$357M AUM0.07%$246,7443.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.07%$30M432.1KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.07%$25M379.1KQ3 2025OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.07%$421,6806.1KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.06%$3M38.1KQ1 2026OLDER
Amundi$367.1B AUM0.06%$233M3.30MQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.06%$231,4953.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.06%$2.5B35.68MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.06%$4.2B57.24MQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.06%$917M12.84MQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.06%$170M2.45MQ1 2026OLDER
Callahan Advisors, LLC$1.2B AUM0.06%$668,4959.6KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.06%$53M763.2KQ1 2026OLDER
Triumph Capital Management$491M AUM0.06%$272,7353.9KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.05%$380,5815.5KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.05%$284M4.11MQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.05%$13M191.6KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.05%$32M459.7KQ1 2026OLDER
Hexagon Capital Partners LLC$683M AUM0.05%$347,5205.0KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.05%$101,6191.4KQ4 2025OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.05%$213,8292.5KQ2 2026
Addison Advisors LLC$452M AUM0.05%$216,2493.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.05%$731M10.84MQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.05%$61,547888Q1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$10M149.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.05%$5M71.1KQ4 2025OLDER
NATIXIS$28.0B AUM0.04%$12M179.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$29M388.7KQ4 2025OLDER
FIDUCIARY FINANCIAL GROUP, LLC$754M AUM0.04%$333,1734.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.04%$379M5.47MQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.04%$240,9223.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.04%$37M530.2KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.04%$206,7523.0KQ1 2026OLDER
ZEVIN ASSET MANAGEMENT LLC$723M AUM0.04%$304,2714.4KQ1 2026OLDER
55 North Private Wealth, LLC$508M AUM0.04%$213,8002.5KQ2 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.04%$274M3.97MQ1 2026OLDER
1900 WEALTH MANAGEMENT LLC$1.6B AUM0.04%$617,0678.9KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.04%$1M18.6KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.04%$556,9436.4KQ2 2026
Dynamic Advisor Solutions LLC$3.5B AUM0.04%$1M15.8KQ2 2026
Cypress Capital Management LLC (WY)$108M AUM0.04%$41,655601Q1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.04%$2M26.5KQ1 2026OLDER
Global Wealth Management Investment Advisory, Inc.$638M AUM0.04%$237,0403.4KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.04%$490,5007.6KQ3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.04%$949,13113.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.04%$84M1.22MQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.04%$122,5171.3KQ1 2026OLDER
FORBES J M & CO LLP$1.2B AUM0.04%$415,8606.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$19M278.0KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.03%$524,1927.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$48M692.7KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.03%$2M28.4KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.03%$204,3952.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$131M1.88MQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.03%$15M211.9KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.03%$6M88.3KQ1 2026OLDER
Wealthstream Advisors, Inc.$661M AUM0.03%$200,0273.1KQ3 2025OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.03%$3M36.7KQ1 2026OLDER
City State Bank$385M AUM0.03%$114,7081.7KQ1 2026OLDER
KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM0.03%$236,6243.4KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.03%$3M36.7KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.03%$444,1386.4KQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.03%$6M100.0KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.03%$186M2.68MQ1 2026OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.03%$232,3283.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.03%$3M39.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M24.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$65M795.5KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$531,4007.7KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.03%$1M16.6KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.03%$1M19.3KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$219,8233.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.03%$34M496.5KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.03%$534,2487.7KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.03%$177,1572.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.03%$348M5.02MQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.03%$260,8773.5KQ4 2025OLDER
SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM0.03%$294,7604.0KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.03%$2M23.5KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.02%$2M27.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M35.9KQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.02%$228,7233.3KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.02%$285,6674.1KQ1 2026OLDER
BOWEN HANES & CO INC$4.1B AUM0.02%$988,84614.3KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.02%$32,506469Q1 2026OLDER
Hemenway Trust Co LLC$1.2B AUM0.02%$296,6474.3KQ1 2026OLDER
Retirement Planning Group, LLC$3.2B AUM0.02%$761,92711.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.02%$99,4821.4KQ4 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.02%$34,516498Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$377M5.11MQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.02%$95,0461.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$43M621.7KQ1 2026OLDER
Dixon Mitchell Investment Counsel Inc.$2.9B AUM0.02%$636,1058.7KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.02%$780,28411.3KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$63,527918Q1 2026OLDER
Intrua Financial, LLC$969M AUM0.02%$202,2342.7KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.02%$973,04314.0KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.02%$3M39.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$14M189.1KQ4 2025OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.02%$200,9992.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$793,39211.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.02%$13M191.2KQ1 2026OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.02%$313,8364.5KQ1 2026OLDER
OSSIAM$5.7B AUM0.02%$1M15.3KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.02%$788,48310.7KQ4 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.02%$622,0579.0KQ1 2026OLDER
Fiduciary Group, LLC$1.2B AUM0.02%$209,8122.8KQ4 2025OLDER
NWAM LLC$1.7B AUM0.02%$303,9784.4KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.02%$340,0354.9KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.02%$995,49714.4KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.02%$621,2509.0KQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.02%$274,8623.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.02%$60M867.9KQ1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.02%$48,517700Q1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$1M18.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$84M1.21MQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.02%$248,0603.6KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.02%$2M24.1KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.02%$50,943735Q1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.01%$240,2983.5KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$1M15.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$9M128.7KQ1 2026OLDER
Greenspring Advisors, LLC$1.6B AUM0.01%$242,7933.5KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.01%$103,9651.5KQ1 2026OLDER
SUMITOMO LIFE INSURANCE CO$4.3B AUM0.01%$594,9578.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M49.5KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.01%$345,3634.0KQ2 2026
Aprio Wealth Management, LLC$1.8B AUM0.01%$238,4963.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$85M1.22MQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$477,0296.9KQ1 2026OLDER
BAYBAN$115M AUM0.01%$13,862200Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$525,2327.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M18.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M96.5KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$240,3683.5KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.01%$3M45.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$719,93910.4KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$96,0051.5KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M16.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$10M137.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$4M50.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$314,5514.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$391,9575.3KQ4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.01%$279,0424.0KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.01%$23,565340Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M15.6KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$369,3005.3KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$258,6653.7KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.01%$69,6571.0KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$676,6229.2KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$921,60813.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$724,35910.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M25.6KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$62M896.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$9M128.8KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.01%$11,090160Q1 2026OLDER
Candriam S.C.A.$20.1B AUM0.01%$2M21.7KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.01%$72,0831.0KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M43.4KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$4M63.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.01%$6M91.1KQ1 2026OLDER
Quarry LP$558M AUM0.01%$34,911540Q3 2025OLDER
Princeton Global Asset Management LLC$613M AUM0.01%$45,052650Q1 2026OLDER
Capula Management Ltd$14.1B AUM0.01%$1M19.6KQ4 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.01%$90,1031.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$27,031390Q1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$422,0286.1KQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.01%$250,1733.6KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$302,7924.1KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.01%$2M25.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$204,1582.9KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$711,12110.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$22,665327Q1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M23.0KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.01%$6M82.5KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$760,07011.0KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$2M35.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M46.3KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$325,3324.7KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.01%$256,1463.5KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.01%$3M42.1KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$3M44.6KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$8,040116Q1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$450,7236.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$970,06214.0KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$3M46.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$33M472.0KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$241,0603.5KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$320,6854.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$186,5832.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$1M17.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$4M45.7KQ2 2026
Creative Planning$147.4B AUM0.00%$7M104.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$21M290.4KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$623,5139.0KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$594,9578.6KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$12,930200Q3 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$5,06073Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$3M38.2KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$21,591293Q2 2026
NBT BANK N A /NY$1.5B AUM0.00%$69,3101.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$251,2613.6KQ2 2026
Cerity Partners LLC$70.8B AUM0.00%$3M45.3KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M60.8KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.00%$5,19875Q1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$603,2708.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13M180.6KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M16.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$599,8078.7KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$410,4815.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M46.3KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$8M121.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$106,4091.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$960,90513.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M47.2KQ1 2026OLDER
Navalign, LLC$396M AUM0.00%$15,523211Q4 2025OLDER
Pure Financial Advisors, LLC$7.0B AUM0.00%$265,1113.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$5M80.0KQ3 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$14,139204Q1 2026OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM0.00%$145,4432.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M24.8KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$11,811136Q2 2026
Atria Investments, Inc$8.9B AUM0.00%$298,5874.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$241,6843.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$650,5459.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$6M92.5KQ1 2026OLDER
Crews Bank & Trust$690M AUM0.00%$20,793300Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$49,487714Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$27M385.0KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$90,9351.3KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$31,190450Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$377,2945.4KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M18.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M30.1KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$404,8405.8KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$7M75.3KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.00%$3,60452Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$17,328226Q1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$230,4523.3KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$13,862200Q1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$6,931100Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$123,6491.8KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$596,5768.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M30.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$396,4525.7KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$6,931100Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$12,338178Q1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$6,931100Q1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.00%$359,2505.2KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$27,724400Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$104M1.50MQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$20,031289Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$2,07930Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$17,120247Q1 2026OLDER
RMG Wealth Management LLC$866M AUM0.00%$15,254198Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M17.0KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$110,3741.3KQ2 2026
BOK Financial Private Wealth, Inc.$1.7B AUM0.00%$27,082368Q4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$391,5206.1KQ3 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$43,420500Q2 2026
M&T BANK CORP$29.2B AUM0.00%$466,7336.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M16.2KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$1,66324Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$45,052650Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$6,75797Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$62,379900Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$311,6774.5KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$11,783170Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$91,1431.3KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$3,53551Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M17.4KQ1 2026OLDER
Coastline Trust Co$1.0B AUM0.00%$13,515195Q1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.00%$63,488916Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$202,1772.9KQ1 2026OLDER
EFG International AG$4.7B AUM0.00%$63,981865Q4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$202,4822.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M133.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$792,39811.4KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$15,270220Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$38,210440Q2 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$812,17411.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$287,8254.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M58.5KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$41,510478Q2 2026
Kilter Group LLC$232M AUM0.00%$2,35734Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$341,1044.9KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$13,862200Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$543,4927.8KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$22,628350Q3 2025OLDER
MASECO LLP$3.2B AUM0.00%$30,189436Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$9,900114Q2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$2M24.8KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$17,328250Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,88256Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$11,782170Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,99027Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M21.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$660,7049.0KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M23.8KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$18,423250Q4 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$8,734126Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$3,51050Q1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$1,10916Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$6,65496Q1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM0.00%$45,630473Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$36,325493Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$69,3101.0KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$55,032794Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,35734Q1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$1,38916Q2 2026
GAMMA Investing LLC$2.7B AUM0.00%$16,500190Q2 2026
HighTower Advisors, LLC$94.2B AUM0.00%$560,1648.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M13.7KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$580,1699.0KQ3 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$9,843142Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M25.5KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$328,6684.7KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$93,0151.3KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$165,9042.4KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$3,46650Q1 2026OLDER
Core Alternative Capital$339M AUM0.00%$1,61625Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$14,763213Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$4,22861Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$100,7771.5KQ1 2026OLDER

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