BSMBLACK STONE MINERALS L P
CUSIP 09225M101 · Yahoo Finance ↗ · Google Finance ↗
Black Stone Minerals L P (BSM) has 189 institutional holders in Filings Flow’s 13F database, together reporting 42.19M shares worth $614M as of Q1 2026. The largest reported holders are Morgan Stanley, William Marsh Rice University, and FMR LLC.
Institutional Holders
189
Q1 2026
Reported Value
$614M
Ticker
BSM
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| William Marsh Rice University$221M AUM | 38.81% | $86M | 5.66M | Q1 2026OLDER |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM | 6.85% | $29M | 1.90M | Q1 2026OLDER |
| EPACRIA CAPITAL PARTNERS, LLC$129M AUM | 6.80% | $9M | 580.7K | Q1 2026OLDER |
| Saber Capital Managment, LLC$135M AUM | 6.43% | $9M | 572.4K | Q1 2026OLDER |
| KEMPNER CAPITAL MANAGEMENT INC.$106M AUM | 5.85% | $6M | 439.3K | Q4 2025OLDER |
| Concorde Financial Corp$127M AUM | 4.78% | $9M | 656.7K | Q3 2025OLDER |
| Lummis Asset Management, LP$167M AUM | 2.94% | $5M | 343.8K | Q1 2026OLDER |
| PENN DAVIS MCFARLAND INC$1.0B AUM | 2.90% | $30M | 1.96M | Q1 2026OLDER |
| Long Corridor Asset Management Ltd$411M AUM | 2.84% | $12M | 772.0K | Q1 2026OLDER |
| Mudita Advisors LLP$490M AUM | 2.35% | $12M | 760.9K | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.95% | $3M | 179.3K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 1.53% | $4M | 334.0K | Q3 2025OLDER |
| Gem Investment Advisors, LLC$102M AUM | 1.26% | $1M | 84.6K | Q1 2026OLDER |
| Rare Wolf Capital LLC$154M AUM | 1.20% | $2M | 122.9K | Q1 2026OLDER |
| RAHLFS CAPITAL, LLC$136M AUM | 1.11% | $2M | 100.1K | Q1 2026OLDER |
| FourWorld Capital Management LLC$196M AUM | 1.03% | $653,242 | 49.7K | Q3 2025OLDER |
| Rangeley Capital, LLC$103M AUM | 0.89% | $1M | 78.2K | Q3 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.56% | $664,498 | 43.9K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.43% | $2M | 100.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.34% | $843,545 | 55.8K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.30% | $2M | 133.7K | Q1 2026OLDER |
| Hill Investment Group Partners, LLC$906M AUM | 0.30% | $3M | 177.5K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.28% | $2M | 142.2K | Q1 2026OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.28% | $2M | 101.8K | Q1 2026OLDER |
| Board of Trustees of The Leland Stanford Junior University$849M AUM | 0.26% | $2M | 147.9K | Q1 2026OLDER |
| Hyperion Capital Advisors LP$208M AUM | 0.20% | $411,597 | 27.2K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.18% | $5M | 337.5K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.16% | $693,660 | 45.9K | Q1 2026OLDER |
| MCDANIEL TERRY & CO$1.2B AUM | 0.15% | $2M | 120.0K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 0.15% | $198,692 | 13.1K | Q1 2026OLDER |
| Aristides Capital LLC$462M AUM | 0.14% | $640,030 | 42.3K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 0.14% | $1M | 73.9K | Q1 2026OLDER |
| LB Partners LLC$112M AUM | 0.14% | $151,200 | 10.0K | Q1 2026OLDER |
| Alpha Wealth Funds, LLC$149M AUM | 0.14% | $218,862 | 16.2K | Q4 2025OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.13% | $1M | 92.4K | Q2 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.11% | $574,545 | 38.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.11% | $253,260 | 16.8K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.10% | $183,015 | 12.9K | Q4 2025OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 0.10% | $187,601 | 12.4K | Q1 2026OLDER |
| CoreCommodity Management, LLC$538M AUM | 0.10% | $551,381 | 42.0K | Q3 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.10% | $270,572 | 17.9K | Q1 2026OLDER |
| Tweedy, Browne Co LLC$1.3B AUM | 0.09% | $1M | 77.4K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.09% | $24M | 1.58M | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.08% | $984,252 | 65.1K | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.08% | $1M | 82.5K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.07% | $601,277 | 39.8K | Q1 2026OLDER |
| ING GROEP NV$16.4B AUM | 0.07% | $11M | 728.6K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.07% | $542,309 | 35.9K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.06% | $3M | 198.0K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.06% | $5M | 300.0K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.06% | $970,889 | 68.0K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.06% | $172,770 | 13.0K | Q4 2025OLDER |
| BCS Wealth Management$490M AUM | 0.06% | $276,643 | 18.3K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.05% | $745,522 | 49.3K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $175,603 | 13.4K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.05% | $2M | 138.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.05% | $478,877 | 34.3K | Q2 2026 |
| Americana Partners, LLC$3.9B AUM | 0.05% | $2M | 117.5K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.04% | $424,116 | 28.1K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.04% | $215,301 | 14.2K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.04% | $297,289 | 19.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.04% | $9M | 602.3K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $917,784 | 60.7K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 0.04% | $293,679 | 22.4K | Q3 2025OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.04% | $158,603 | 10.7K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.04% | $3M | 175.7K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.04% | $146,477 | 10.4K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 95.7K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.03% | $198,076 | 13.1K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.03% | $161,028 | 10.7K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.03% | $39,433 | 3.0K | Q3 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.03% | $151,200 | 10.0K | Q1 2026OLDER |
| CULLEN INVESTMENT GROUP, LTD.$827M AUM | 0.03% | $238,647 | 17.1K | Q2 2026 |
| Axiom Investment Management LLC$131M AUM | 0.03% | $36,999 | 2.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.03% | $495,135 | 32.7K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 0.03% | $459,376 | 30.4K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.02% | $2M | 151.2K | Q1 2026OLDER |
| FAYEZ SAROFIM & CO$39.1B AUM | 0.02% | $10M | 633.4K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.02% | $283,198 | 18.7K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.02% | $289,696 | 20.7K | Q2 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $42,661 | 3.2K | Q4 2025OLDER |
| BOKF, NA$6.5B AUM | 0.02% | $1M | 98.0K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $317,520 | 21.0K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 0.02% | $364,573 | 24.1K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $13M | 878.0K | Q1 2026OLDER |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.02% | $275,184 | 18.2K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.02% | $2M | 123.7K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.02% | $3M | 201.3K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.02% | $166,320 | 11.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $299,494 | 19.8K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.02% | $8M | 530.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $158,624 | 10.5K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $483,840 | 32.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $166,320 | 11.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $314,072 | 20.8K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $723,216 | 55.0K | Q3 2025OLDER |
| Cadence Bank$1.7B AUM | 0.01% | $220,038 | 16.6K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $287,280 | 19.0K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $74,738 | 4.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 75.1K | Q1 2026OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.01% | $891,566 | 59.0K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.01% | $151,200 | 10.0K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.01% | $82,646 | 5.5K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.01% | $276,756 | 18.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 616.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $363,954 | 24.1K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $225,877 | 17.2K | Q3 2025OLDER |
| Cypress Capital Management LLC (WY)$108M AUM | 0.01% | $9,072 | 600 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $15,120 | 1.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $624,864 | 41.3K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $70,081 | 4.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $1M | 77.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 102.2K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $172,357 | 13.1K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $391,018 | 25.9K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.01% | $679,633 | 44.9K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $87,313 | 6.3K | Q2 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $740,080 | 55.7K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $265,583 | 17.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $285,991 | 18.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 87.6K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $466,303 | 32.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $94M | 7.11M | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $15,120 | 1.0K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $20,187 | 1.5K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $165,841 | 11.0K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $205,209 | 13.6K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.00% | $253,819 | 16.8K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $829,296 | 62.4K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $241,546 | 18.2K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $18M | 1.18M | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $201,172 | 13.3K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 164.1K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $69M | 4.54M | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $8M | 546.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $308,858 | 20.4K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $13,970 | 1.0K | Q2 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $487,809 | 36.7K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $246,758 | 16.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 249.3K | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $88,591 | 6.7K | Q4 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $198,072 | 13.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $32M | 2.11M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 161.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 93.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $171,068 | 11.3K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $21,594 | 1.5K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $22,841 | 1.5K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $13,140 | 1.0K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 67.0K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $255,316 | 16.9K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $7,560 | 500 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $6M | 413.7K | Q2 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $642,842 | 42.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $37,163 | 2.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $173,880 | 11.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $357,846 | 27.2K | Q3 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $4,309 | 285 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $24,540 | 1.6K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $4,083 | 270 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $19,097 | 1.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $182,030 | 12.0K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $4,536 | 300 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $636,038 | 42.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $7,787 | 515 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 171.1K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.00% | $453,645 | 30.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $607,313 | 40.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 171.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $7,560 | 500 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $525,798 | 34.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 360.8K | Q1 2026OLDER |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM | 0.00% | $60,480 | 4.0K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $895,663 | 59.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 298.2K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $4,990 | 330 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $23,890 | 1.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $403,341 | 26.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $160,224 | 10.6K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $756,000 | 50.0K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $7,097 | 534 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $329,140 | 21.8K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $666,978 | 50.3K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $435,044 | 28.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $215,294 | 14.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 192.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $5,216 | 345 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $14,165 | 1.1K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $85,578 | 6.4K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $13,109 | 867 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $240,560 | 15.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $34,889 | 2.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 121.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,512 | 100 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $657 | 50 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 102.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $494,141 | 32.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $955,796 | 63.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $138,896 | 10.3K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 106.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $298,318 | 19.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 74.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 81.5K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $190,739 | 12.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $65,470 | 4.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $5,759 | 380 | Q2 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $933 | 71 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $23,587 | 1.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $13,321 | 881 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $219,421 | 14.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $9,198 | 700 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,056 | 202 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $838 | 60 | Q2 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $6,804 | 450 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,119 | 537 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $1,361 | 90 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,074 | 71 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11,537 | 756 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.