SEC 13F Intelligence

BRBRBELLRING BRANDS INC

CUSIP 07831C103 · Yahoo Finance ↗ · Google Finance ↗

Bellring Brands Inc (BRBR) has 372 institutional holders in Filings Flow’s 13F database, together reporting 123.87M shares worth $2.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Capital Research Global Investors.

Institutional Holders
372
Q1 2026
Reported Value
$2.0B
Ticker
BRBR
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 258Q4 ’22Q4 ’25: 413Q4 ’25Q1 ’26: 372Q1 ’26Q2 ’26: 21Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $1.6BQ4 ’22Q4 ’25: $3.3BQ4 ’25Q1 ’26: $2.0BQ1 ’26Q2 ’26: $15MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Route One Investment Company, L.P.$2.3B AUM3.10%$84M2.30MQ3 2025OLDER
Hook Mill Capital Partners, LP$1.1B AUM1.46%$16M580.9KQ4 2025OLDER
IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM1.45%$4M222.9KQ1 2026OLDER
Tabor Asset Management, LP$249M AUM1.11%$3M102.7KQ4 2025OLDER
Philosophy Capital Management LLC$1.6B AUM1.11%$18M1.12MQ1 2026OLDER
MONIMUS CAPITAL MANAGEMENT, LP$361M AUM1.07%$2M47.6KQ3 2025OLDER
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM1.03%$4M114.4KQ3 2025OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM0.94%$15M935.3KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.72%$5M297.3KQ1 2026OLDER
Montanaro Asset Management Ltd$334M AUM0.67%$2M140.0KQ1 2026OLDER
Pier Capital, LLC$606M AUM0.64%$4M111.8KQ3 2025OLDER
Stephens Investment Management Group LLC$7.3B AUM0.63%$48M1.33MQ3 2025OLDER
Savoir Faire Capital Management, L.P.$166M AUM0.57%$1M44.7KQ4 2025OLDER
Motley Fool Wealth Management, LLC$884M AUM0.56%$8M228.4KQ3 2025OLDER
Freemont Management S.A.$661M AUM0.56%$4M229.4KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.55%$7M446.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.53%$2M133.1KQ1 2026OLDER
DAVIDSON INVESTMENT ADVISORS$2.3B AUM0.52%$12M742.0KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.50%$2M63.0KQ3 2025OLDER
FORMULA GROWTH LTD$222M AUM0.47%$1M65.0KQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.45%$1M37.9KQ4 2025OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.44%$19M711.6KQ4 2025OLDER
River Road Asset Management, LLC$8.8B AUM0.39%$35M2.16MQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM0.38%$4M277.6KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.36%$2M94.1KQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.36%$3M175.0KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.35%$8M523.7KQ1 2026OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM0.33%$8M214.6KQ3 2025OLDER
YACKTMAN ASSET MANAGEMENT LP$7.5B AUM0.32%$24M1.50MQ1 2026OLDER
Sciencast Management LP$785M AUM0.31%$2M85.1KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.30%$4M157.9KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.27%$4M268.2KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.25%$2M121.2KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.24%$3M106.4KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.23%$3M157.9KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM0.21%$32M1.99MQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.21%$33M2.07MQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.21%$659,69041.0KQ1 2026OLDER
Future Fund LLC$284M AUM0.21%$583,12716.0KQ3 2025OLDER
ROSENBLUM SILVERMAN SUTTON S F INC /CA$382M AUM0.20%$758,04847.1KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.20%$20M731.9KQ4 2025OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.19%$2M58.5KQ3 2025OLDER
Militia Capital Partners, LP$263M AUM0.19%$403,48511.1KQ3 2025OLDER
Scientech Research LLC$120M AUM0.19%$537,25314.8KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.19%$612,19238.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.18%$5M196.8KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.18%$903,66133.8KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.17%$752,00028.1KQ4 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.16%$49M3.03MQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.16%$1M33.1KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.14%$825,51351.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.14%$11M696.0KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.14%$2M55.3KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.14%$7M444.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.13%$4M149.2KQ4 2025OLDER
Hodges Capital Management Inc.$1.2B AUM0.13%$2M56.6KQ4 2025OLDER
Invenomic Capital Management LP$2.2B AUM0.13%$3M175.3KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.12%$4M113.6KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.11%$1M53.6KQ4 2025OLDER
Teton Advisors, LLC$142M AUM0.11%$160,90010.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.11%$273,44810.2KQ4 2025OLDER
Byrne Asset Management LLC$185M AUM0.11%$187,60911.7KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.11%$1M38.3KQ4 2025OLDER
Redwood Wealth Management Group, LLC$232M AUM0.11%$251,2629.4KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.10%$29M1.09MQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.10%$14M521.3KQ4 2025OLDER
VARCOV Co.$268M AUM0.10%$255,0849.5KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.10%$1M81.5KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.09%$1M35.0KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.09%$1M40.7KQ4 2025OLDER
Militia Capital Management LLC$454M AUM0.09%$386,16024.0KQ2 2026
F/m Investments LLC$1.5B AUM0.08%$2M83.3KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.08%$4M239.4KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.08%$17M1.08MQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM0.08%$624,92123.4KQ4 2025OLDER
Patten Group, Inc.$575M AUM0.08%$412,01615.4KQ4 2025OLDER
TT International Asset Management LTD$783M AUM0.07%$670,82441.7KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$24M1.48MQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.07%$2M152.0KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.07%$5M142.8KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.07%$445,61112.3KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.07%$10M620.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.07%$14M381.4KQ3 2025OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.06%$219,7726.0KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.06%$137M8.53MQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.06%$1M72.1KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.06%$1M61.1KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.06%$3M169.4KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.06%$24M1.49MQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.06%$362,66410.0KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.05%$4M137.3KQ4 2025OLDER
Provident Investment Management, Inc.$1.0B AUM0.05%$584,71921.9KQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.05%$1M67.7KQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.05%$763,82447.5KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.05%$253,8159.5KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$44M2.76MQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.05%$446,65816.7KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.05%$16M991.1KQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.05%$2M31.6KQ3 2025OLDER
Taproot Management LP$530M AUM0.04%$237,23114.7KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.04%$4M278.7KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM0.04%$2M72.0KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M81.6KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.04%$269,03710.1KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$53M3.27MQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$1,15531.8KQ3 2025OLDER
ING GROEP NV$16.4B AUM0.04%$7M425.4KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$13M777.9KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.04%$2M60.8KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.04%$46M2.84MQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.04%$538,61333.5KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.04%$3M117.7KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.04%$10M389.2KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M739.9KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.04%$559,94815.4KQ3 2025OLDER
Twin Tree Management, LP$4.7B AUM0.04%$9M239.9KQ3 2025OLDER
NATIXIS$28.0B AUM0.03%$10M368.1KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$394,28810.8KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.03%$5M299.0KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.03%$619,04023.2KQ4 2025OLDER
State of Wyoming$844M AUM0.03%$273,54617.0KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.03%$172M4.74MQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$25M1.54MQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.03%$505,38418.9KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$6M391.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$601,13837.4KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.03%$2M85.5KQ4 2025OLDER
WESBANCO BANK INC$3.6B AUM0.03%$974,57160.6KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.03%$7M257.1KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M53.2KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$334,39212.5KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$924,51557.5KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.02%$271,18421.0KQ2 2026
BURNEY CO/$3.2B AUM0.02%$702,17319.3KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$17M1.06MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$36M2.23MQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.02%$2,19160.3KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.02%$7M465.8KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$267,19310.0KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$226,4616.2KQ3 2025OLDER
One Capital Management, LLC$3.6B AUM0.02%$583,38116.0KQ3 2025OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.02%$545,99833.9KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.02%$633,20723.7KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.02%$5M283.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$9M559.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$2M146.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$15M958.7KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.02%$83,6603.1KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.02%$3M170.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M111.9KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$34,896960Q3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$3M201.5KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.01%$176,99011.0KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.01%$2M72.3KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$43,931590Q1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$11M887.0KQ2 2026
Weiss Asset Management LP$5.9B AUM0.01%$819,94651.0KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$283,02317.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$7M458.4KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$218,8658.2KQ4 2025OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.01%$241,35015.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$12M767.9KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$364,46413.6KQ4 2025OLDER
Klingman & Associates, LLC$2.1B AUM0.01%$230,3876.3KQ3 2025OLDER
Krilogy Financial LLC$3.1B AUM0.01%$320,39012.5KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M162.6KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$882,43733.0KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$20M1.26MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$347,60821.6KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.01%$3M70.0KQ3 2025OLDER
J. Goldman & Co LP$3.4B AUM0.01%$410,75511.3KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$3M95.2KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$896,06855.7KQ1 2026OLDER
Amundi$367.1B AUM0.01%$36M2.26MQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$547,06034.0KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.01%$241,9079.1KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$19M1.20MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$770,19647.9KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$685,27018.9KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$290,34418.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$54M3.36MQ1 2026OLDER
Sarasin & Partners LLP$8.5B AUM0.01%$737,58057.0KQ2 2026
BRIGHTON JONES LLC$2.4B AUM0.01%$355,4319.8KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$20M1.24MQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.01%$11M654.7KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$723,11744.9KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$441,98016.5KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M82.1KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.01%$696,71343.3KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$220,5199.6KQ4 2025OLDER
OSSIAM$5.7B AUM0.01%$418,34026.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M237.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$830,90451.6KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$762,69847.4KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$1M90.7KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$1M44.7KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M371.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$23,2151.8KQ2 2026
Caprock Group, LLC$4.1B AUM0.01%$279,1406.8KQ3 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$6M209.1KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$10M648.1KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$891,48355.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$558,91834.7KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$4M243.4KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$422,71626.3KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$433,23926.9KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$1M73.8KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$2M93.7KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M39.0KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$41M2.55MQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.01%$153,50711.9KQ2 2026
Savvy Advisors, Inc.$3.7B AUM0.01%$223,76413.9KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M229.7KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$265,08311.1KQ4 2025OLDER
Leonteq Securities AG$2.7B AUM0.01%$154,8989.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M154.6KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$609,97922.8KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.01%$2M146.7KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$8,035499.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$741,62046.1KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$139,0828.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$26M1.63MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$804,50050.0KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$163,66810.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$386,22424.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$56,7333.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$95M5.90MQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$20M1.23MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$11M694.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$928,15257.7KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$36,9102.3KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$5M172.6KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$469,18429.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.00%$279,40317.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$317M11.87MQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$218,4276.0KQ3 2025OLDER
Curi Capital, LLC$5.6B AUM0.00%$257,3309.6KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.00%$284,35917.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M309.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$81,1905.0KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$470,04212.9KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$241,9599.1KQ4 2025OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.00%$320,65312.0KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$67M2.49MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M72.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1M91.6KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$2M137.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$269,04116.7KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$705,78843.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$100,4147.8KQ2 2026
Baker Avenue Asset Management, LP$4.4B AUM0.00%$163,82810.2KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$75,4252.1KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$256,6079.6KQ4 2025OLDER
Composition Wealth, LLC$7.3B AUM0.00%$247,3339.3KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M134.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M130.2KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$205,93612.8KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$2M119.7KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.00%$142,1513.9KQ3 2025OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.00%$95,4145.9KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$9,088250Q3 2025OLDER
Quarry LP$558M AUM0.00%$14,576401Q3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$181M11.27MQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M167.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$396,50624.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$20M1.25MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$523,68132.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$175,33310.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$12M728.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M98.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$240,5709.0KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$25M1.56MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$25M1.58MQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M68.0KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M105.9KQ3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$5M180.5KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M93.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M65.6KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$384,37423.9KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$25,8802.0KQ2 2026
True Wealth Design, LLC$360M AUM0.00%$9,429586Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$3M155.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$304,64718.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$14M850.8KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$11,922446Q2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M89.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$256,61915.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$605,22716.6KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$472,77229.4KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.00%$454,46228.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M104.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M160.3KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$243,8366.7KQ3 2025OLDER
Candriam S.C.A.$20.1B AUM0.00%$472,82017.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$12M776.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M133.8KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$5,61997Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$401,02724.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$72,2124.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$17M1.03MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$35M2.17MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M234.3KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$264,66516.4KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$209,25113.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$84M5.21MQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$26,789737Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3M190.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M413.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$59M3.68MQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.00%$4,961301Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M362.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M121.3KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M239.5KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$559,59434.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$451,45328.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M212.3KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$285,83917.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$796,55249.5KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$835,40450.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$238,18014.8KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$9,364582Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$318,1728.8KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$23,6201.5KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$527,32919.7KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$51,2793.2KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$767,97647.7KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$6,843256Q4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$186,33811.6KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$1M73.1KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$6,018374Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M67.6KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.00%$297,14918.5KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$216,49113.5KQ1 2026OLDER
Bernard Wealth Management Corp.$234M AUM0.00%$3,540220Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M145.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$20M1.25MQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$230,58614.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M103.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$491,22830.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$251,8249.4KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M324.9KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$144,8109.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$930,91257.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$203,2335.6KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M149.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$319,32219.8KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$3,902146Q4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M109.3KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$231,27714.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$65,4864.1KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$13,7811.1KQ2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$881,89354.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$308,7938.5KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$437,02027.2KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,67246Q3 2025OLDER
Clayton Financial Group LLC$195M AUM0.00%$1,63645Q3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M69.1KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$4,277160Q4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$682,60342.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M134.7KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$372,66923.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$776,50348.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$326,57920.3KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$826,46530.9KQ4 2025OLDER
Stephens Consulting, LLC$309M AUM0.00%$3,389127Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$293,91618.3KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,28780Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M238.8KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$2,027126Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$570,64835.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$833,14151.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M67.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$7M404.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$32,6152.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M86.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$52,0033.2KQ2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$12,133754Q1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$309,07319.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M271.7KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$43,5562.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$14M849.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M103.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$168,96110.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M225.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$61,0943.8KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$1,947121Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$1,33583Q1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$9,996275Q3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$390,16624.2KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$76183Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$5,199143Q3 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$2,703168Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$23,9511.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$42,2362.6KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$1,09641Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$211,94213.6KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$429,51211.8KQ3 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$86767Q2 2026
FMR LLC$1.90T AUM0.00%$12M716.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$106,4366.6KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.00%$1,81850Q3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M152.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,140133Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$8,415523Q1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$15,000554Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$10,957681Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$11,581433Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$438,17927.2KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$299,01711.5KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$34,6902.2KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$9,046699Q2 2026
Allworth Financial LP$24.7B AUM0.00%$111,3926.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M113.4KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$3,708102Q3 2025OLDER
Spire Wealth Management$2.9B AUM0.00%$12,228760Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$21,1271.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$310,94511.6KQ4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$42816Q4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$35,4872.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$356,92422.2KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$358,15913.4KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M118.1KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$1M82.2KQ1 2026OLDER
Silver Grove Financial Group, Inc.$124M AUM0.00%$43427Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$16,7821.0KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.00%$12,068750Q1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$10,879407Q4 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$201,12512.5KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$68319Q3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,657103Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$53520Q4 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$80550Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$1,625101Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$6,763253Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$228,0078.5KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M131.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$14,488542Q4 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$2,736170Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,912118.8KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$2,58797Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$22,0371.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$45,0842.8KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$86954Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$219,08113.6KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$6,806526Q2 2026
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$6,420399Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$70844Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$421.2KQ3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$96660Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$4,358163Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$12,019747Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,922305Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,20345Q4 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$22514Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$163,37810.2KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$90934Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$53133Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1,52995Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$93458Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$217,72414.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$61138Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$47,8843.0KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,71164Q4 2025OLDER
Torren Management, LLC$201M AUM0.00%$1877Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$164,32810.2KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$47313Q3 2025OLDER
Financial Perspectives, Inc$358M AUM0.00%$32220Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1,81768Q4 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$99862Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$222,02613.8KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$83752Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$449,00027.9KQ1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$56435Q1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$1,03680Q2 2026
Prestige Wealth Management Group LLC$509M AUM0.00%$32220Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$41926Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$2,848177Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,818113Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$21,384800Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$23515Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,434232Q3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,19474Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$16110Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$26625Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$53133Q1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$1459Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$26,2751.6KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$40225Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$4,554283Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$1,609100Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$19312Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1298Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$66051Q2 2026
Bogart Wealth, LLC$2.6B AUM0.00%$48118Q4 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$78750Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$25716Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$261Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$483Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1093Q3 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$805Q1 2026OLDER

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