SEC 13F Intelligence

BULLWEBULL CORP

CUSIP G9572D103 · Yahoo Finance ↗ · Google Finance ↗

Webull Corp (BULL) has 189 institutional holders in Filings Flow’s 13F database, together reporting 181.49M shares worth $893M as of Q1 2026. The largest reported holders are Rit Capital Partners PLC, Susquehanna International Group, LLP, and Peak6 LLC.

Institutional Holders
189
Q1 2026
Reported Value
$893M
Ticker
BULL
Quarters Tracked
4

Ownership Trend

Institutional holders
Q2 ’25: 69Q2 ’25Q3 ’25: 99Q3 ’25Q4 ’25: 150Q4 ’25Q1 ’26: 189Q1 ’26filingsflow.com
Total reported value
Q2 ’25: $1.8BQ2 ’25Q3 ’25: $2.4BQ3 ’25Q4 ’25: $1.5BQ4 ’25Q1 ’26: $893MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lightspeed Management Company, L.L.C.$988M AUM32.83%$106M7.15MQ3 2025OLDER
RIT CAPITAL PARTNERS PLC$374M AUM27.09%$192M14.98MQ3 2025OLDER
Yong Rong (HK) Asset Management Ltd$227M AUM11.78%$39M5.00MQ4 2025OLDER
HSG Holding Ltd$1.6B AUM3.41%$55M7.05MQ1 2026
Archon Capital Management LLC$177M AUM3.08%$5M350.0KQ3 2025OLDER
Divisadero Street Capital Management, LP$2.4B AUM1.92%$46M9.55MQ1 2026
Azora Capital LP$1.5B AUM0.88%$14M1.80MQ4 2025OLDER
Skaana Management L.P.$296M AUM0.76%$2M470.8KQ1 2026
Harraden Circle Investments, LLC$499M AUM0.43%$2M150.0KQ3 2025OLDER
HHLR ADVISORS, LTD.$1.7B AUM0.43%$7M1.50MQ1 2026
PEAK6 LLC$42.6B AUM0.34%$146M30.47MQ1 2026
Cable Car Capital, LP$289M AUM0.34%$1M87.5KQ2 2025OLDER
Hidden Lake Asset Management LP$331M AUM0.29%$2M154.4KQ3 2025OLDER
Greenland Capital Management LP$787M AUM0.24%$2M400.0KQ1 2026
Perbak Capital Partners LLP$406M AUM0.16%$658,882137.3KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.16%$5M1.13MQ1 2026
TIGER GLOBAL MANAGEMENT LLC$22.8B AUM0.14%$32M6.72MQ1 2026
Blueshift Asset Management, LLC$330M AUM0.11%$356,45374.3KQ1 2026
Vienna Asset Management LLC$129M AUM0.11%$138,14428.8KQ1 2026
EntryPoint Capital, LLC$341M AUM0.10%$353,80373.7KQ1 2026
HAP TRADING, LLC$1.4B AUM0.09%$1M502.0KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.09%$1M139.9KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.08%$1M164.2KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.08%$2M384.4KQ1 2026
Marathon Trading Investment Management LLC$3.7B AUM0.07%$598,49050.0KQ2 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.07%$822,758105.9KQ4 2025OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.06%$443,70030.0KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.06%$1M103.4KQ2 2025OLDER
R Squared Ltd$182M AUM0.06%$102,90221.4KQ1 2026
Warberg Asset Management LLC$600M AUM0.06%$358,80030.0KQ2 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.05%$2M146.1KQ3 2025OLDER
Quarry LP$558M AUM0.05%$239,80516.2KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.05%$506,400105.5KQ1 2026
SLT Holdings LLC$148M AUM0.05%$77,70010.0KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.05%$2M244.3KQ4 2025OLDER
Marex Group Ltd$15.8B AUM0.05%$7M1.55MQ1 2026
Militia Capital Partners, LP$263M AUM0.04%$95,6808.0KQ2 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$746,533109.3KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.04%$2M114.2KQ3 2025OLDER
111 Capital$406M AUM0.04%$185,15123.8KQ4 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.04%$3M534.6KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.04%$15M3.13MQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.04%$1M245.2KQ1 2026
FORA Capital, LLC$1.4B AUM0.04%$484,497100.9KQ1 2026
Virtu Financial LLC$2.4B AUM0.03%$838,000174.5KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$372,67777.6KQ1 2026
Trexquant Investment LP$13.9B AUM0.03%$5M953.6KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$208,99714.1KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.03%$111,90414.4KQ4 2025OLDER
Rooted Wealth Advisors, Inc.$379M AUM0.02%$83,50012.5KQ4 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.02%$216,18245.0KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.02%$363,00075.6KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$5M1.04MQ1 2026
VARCOV Co.$268M AUM0.02%$58,08512.1KQ1 2026
SIG BROKERAGE, LP$3.8B AUM0.02%$751,939156.7KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$10M2.08MQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.02%$162M33.71MQ1 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.02%$6M920.0KQ1 2026
Synergy Asset Management, LLC$942M AUM0.01%$139,28229.0KQ1 2026
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.01%$93,24012.0KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.01%$24,4041.6KQ3 2025OLDER
Shay Capital LLC$1.2B AUM0.01%$119,60010.0KQ2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$70,97314.8KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M565.0KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.01%$17M1.12MQ3 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.01%$887,40060.0KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$29M6.42MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M1.54MQ1 2026
GENERAL ATLANTIC, L.P.$2.1B AUM0.01%$243,91750.8KQ1 2026
Tidal Investments LLC$47.4B AUM0.01%$5M1.10MQ1 2026
Entropy Technologies, LP$2.2B AUM0.01%$235,24849.0KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.01%$281,95758.7KQ1 2026
Allegiance Financial Group Advisory Services LLC$503M AUM0.01%$51,36510.7KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$60M12.50MQ1 2026
Vident Advisory, LLC$11.7B AUM0.01%$1M223.4KQ1 2026
Verition Fund Management LLC$15.4B AUM0.01%$1M290.0KQ1 2026
Main Street Financial Solutions, LLC$1.3B AUM0.01%$116,55015.0KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$881,779113.5KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$246,24051.3KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M256.0KQ1 2026
AXQ CAPITAL, LP$777M AUM0.01%$63,02413.1KQ1 2026
Walleye Trading LLC$60.0B AUM0.01%$5M974.1KQ1 2026
LJI Wealth Management, LLC$626M AUM0.01%$48,00010.0KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M829.9KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$16M3.33MQ1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$208,48526.8KQ4 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.01%$70,53514.7KQ1 2026
Ascent Group, LLC$2.9B AUM0.01%$191,39539.9KQ1 2026
Blackstone Inc.$25.6B AUM0.01%$2M352.8KQ1 2026
Inscription Capital, LLC$951M AUM0.01%$61,20512.8KQ1 2026
PETERSON WEALTH MANAGEMENT$172M AUM0.01%$11,0402.3KQ1 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$97,23021.0KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M1.08MQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M738.6KQ1 2026
Krilogy Financial LLC$3.1B AUM0.01%$174,05926.9KQ1 2026
MILLER WEALTH ADVISORS, LLC$260M AUM0.01%$13,311900Q3 2025OLDER
FNY Investment Advisers, LLC$278M AUM0.01%$19,0002.5KQ4 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$221,24315.0KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$316,94366.0KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$489,835102.0KQ1 2026
Walleye Capital LLC$24.0B AUM0.00%$1M215.8KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.00%$55,89611.6KQ1 2026
Valeo Financial Advisors, LLC$4.7B AUM0.00%$157,61710.7KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$688,800143.5KQ1 2026
Ausdal Financial Partners, Inc.$2.3B AUM0.00%$75,46615.7KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.00%$2M316.6KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$106,41622.2KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$10M2.04MQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$168,08811.4KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$1M247.8KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$350,65073.1KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$114,20123.8KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$241,96516.4KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$22M4.59MQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$2M482.5KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$23M4.89MQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$2M330.1KQ1 2026
Independent Advisor Alliance$9.3B AUM0.00%$228,66247.6KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$278,68358.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$15M3.23MQ1 2026
Nuveen, LLC$369.3B AUM0.00%$9M1.78MQ1 2026
PFG Investments, LLC$2.1B AUM0.00%$48,72010.2KQ1 2026
Mariner, LLC$85.7B AUM0.00%$2M389.3KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$68,44714.3KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$516,643107.6KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$8M1.75MQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$7,6221.6KQ1 2026
Jain Global LLC$24.2B AUM0.00%$480,000100.0KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$19,5844.1KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M283.9KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$55,35811.5KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M271.1KQ1 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.00%$52,12310.8KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$1M230.5KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$206,63543.0KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$114,23023.8KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$5,2761.1KQ1 2026
LMR Partners LLP$45.4B AUM0.00%$777,000100.0KQ4 2025OLDER
COATUE MANAGEMENT LLC$29.1B AUM0.00%$577,57574.3KQ4 2025OLDER
Aspect Partners, LLC$245M AUM0.00%$3,523734Q1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M337.0KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$76M15.83MQ1 2026
Quadrature Capital Ltd$8.4B AUM0.00%$111,53823.2KQ1 2026
Caption Management, LLC$17.1B AUM0.00%$119,60010.0KQ2 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$125,64026.2KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M429.6KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M683.0KQ1 2026
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,384705Q1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$208,70217.4KQ2 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$18M3.76MQ1 2026
HAP Trading, LLC$1.1B AUM0.00%$11,29212.7KQ2 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$3,178662Q1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$182,50512.3KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$504,736115.5KQ1 2026
TORONTO DOMINION BANK$69.7B AUM0.00%$616,74151.6KQ2 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$77,70010.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$995,448207.4KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$98,10220.4KQ1 2026
STRS OHIO$25.2B AUM0.00%$231,36048.2KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$7M1.43MQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.00%$109,05122.7KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$577,018120.2KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$106,81422.3KQ1 2026
XPONANCE LLC$14.1B AUM0.00%$119,17024.8KQ1 2026
Clear Street Group Inc.$24.6B AUM0.00%$205,59842.8KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M212.7KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$119,60010.0KQ2 2025OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$15,5233.2KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$23M4.81MQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M855.6KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$39,5048.2KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$127,61126.6KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$100,62212.9KQ4 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$140,39618.1KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M267.6KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$470,56398.0KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$4M749.0KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.00%$48,25410.1KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$413,76086.2KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$110,54423.0KQ1 2026
AMALGAMATED BANK$13.1B AUM0.00%$67,0008.6KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M606.7KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$8M1.60MQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$225,48847.0KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$7,6611.6KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$91,59019.1KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$58,84812.3KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$365,90476.2KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$215,40544.9KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$193,00440.2KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$573,288119.4KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$762,50998.1KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$10,0032.1KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M888.0KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$205,99242.9KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$11,9522.5KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$226,21447.1KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$348,71572.6KQ1 2026
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$2,712565Q1 2026
Invesco Ltd.$653.3B AUM0.00%$1M293.0KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$217,29145.3KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$3M690.8KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M543.2KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$13M1.68MQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$129,08026.9KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$5,8091.2KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$133,79316.9KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,016420Q1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$596,285124.2KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$541,243112.8KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$263,97155.5KQ1 2026
Creative Planning$147.4B AUM0.00%$201,82142.0KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$127,12326.5KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$112,41123.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$83,20717.3KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$1,62414Q4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$91,68019.1KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,208460Q1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$951,000198.0KQ1 2026
Golden State Wealth Management, LLC$915M AUM0.00%$970202Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$329,40222.3KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$860179Q1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$91,00018.9KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$23,9195.0KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,522317Q1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$370,19577.1KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$67,04614.0KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$16,8003.5KQ1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$49864Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$8,2481.7KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$142,77629.7KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$72,21115.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$63,98413.3KQ1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$99,29820.7KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$14,4053.0KQ1 2026
CVA Family Office, LLC$950M AUM0.00%$40452Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$984205Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$247,00051.5KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$806170Q1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$61,93912.9KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$68,06914.2KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$116,92024.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$110,52023.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$35,3507.3KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$4,7301.0KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$13,1921.7KQ4 2025OLDER
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.00%$605Q2 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$15833Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$24932Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$744155Q1 2026
MAI Capital Management$17.7B AUM0.00%$44793Q1 2026
FMR LLC$1.90T AUM0.00%$34,7387.2KQ1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$5,1841.1KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4,147864Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$19425Q4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM$0150.0KQ3 2025OLDER

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