SEC 13F Intelligence

CA8ACACI INTL INC

CUSIP 127190304 · Yahoo Finance ↗ · Google Finance ↗

Caci Intl Inc (CA8A) has 660 institutional holders in Filings Flow’s 13F database, together reporting 21.22M shares worth $11.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Morgan Stanley.

Institutional Holders
660
Q1 2026
Reported Value
$11.1B
Ticker
CA8A
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 305Q4 ’18Q1 ’19: 303Q2 ’19: 336Q2 ’19Q3 ’19: 324Q2 ’21: 368Q2 ’21Q4 ’21: 379Q4 ’22: 410Q4 ’22Q4 ’25: 638Q1 ’26: 660Q1 ’26Q2 ’26: 31filingsflow.com
Total reported value
Q4 ’18: $6.8BQ4 ’18Q1 ’19: $7.1BQ2 ’19: $9.7BQ2 ’19Q3 ’19: $27.7BQ2 ’21: $16.3BQ2 ’21Q4 ’21: $20.6BQ4 ’22: $2.6BQ4 ’22Q4 ’25: $10.5BQ1 ’26: $11.1BQ1 ’26Q2 ’26: $39Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Burt Wealth Advisors$407M AUM9.89%$40M80.7KQ3 2025OLDER
Blue Grotto Capital, LLC$868M AUM9.16%$80M146.2KQ1 2026OLDER
Estuary Capital Management LP$598M AUM6.66%$37M75.2KQ3 2025OLDER
Freshford Capital Management, LLC$200M AUM5.45%$11M20.1KQ1 2026OLDER
Provident Investment Management, Inc.$1.0B AUM4.85%$49M89.8KQ1 2026OLDER
Expect Equity LLC$104M AUM3.51%$4M6.7KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM3.42%$33M61.3KQ1 2026OLDER
EULAV Asset Management$3.1B AUM3.07%$96M176.2KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM2.76%$24M44.6KQ1 2026OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM2.76%$13M23.1KQ1 2026OLDER
GRANDFIELD & DODD, LLC$1.8B AUM2.72%$48M88.5KQ1 2026OLDER
Port Capital LLC$2.2B AUM2.48%$56M102.5KQ1 2026OLDER
Private Capital Advisors, Inc.$872M AUM2.03%$18M32.5KQ1 2026OLDER
Westmount Partners, LLC$457M AUM1.97%$9M19.5KQ2 2026
4D Advisors, LLC$158M AUM1.90%$3M5.5KQ1 2026OLDER
Running Oak Capital LLC$741M AUM1.89%$14M25.8KQ1 2026OLDER
Trinity Street Asset Management LLP$1.5B AUM1.80%$29M53.8KQ4 2025OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM1.61%$83M152.9KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM1.61%$12M21.1KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM1.48%$23M42.1KQ1 2026OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM1.45%$54M98.8KQ1 2026OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM1.33%$10M18.5KQ1 2026OLDER
Kennondale Capital Management LLC$139M AUM1.30%$2M3.3KQ1 2026OLDER
WESTPORT ASSET MANAGEMENT INC$226M AUM1.20%$3M5.0KQ1 2026OLDER
Beck Bode, LLC$591M AUM1.13%$7M12.3KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM1.06%$21M39.5KQ1 2026OLDER
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM1.01%$4M7.8KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.92%$81M149.3KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.91%$84M154.6KQ1 2026OLDER
Game Creek Capital, LP$301M AUM0.86%$3M4.8KQ1 2026OLDER
Menard Financial Group LLC$143M AUM0.80%$1M2.1KQ1 2026OLDER
Mawer Investment Management Ltd.$15.4B AUM0.79%$122M224.2KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM0.77%$15M28.1KQ4 2025OLDER
WATERS PARKERSON & CO., LLC$1.9B AUM0.74%$14M26.6KQ1 2026OLDER
TABLEAUX LLC$206M AUM0.70%$1M2.7KQ1 2026OLDER
Broyhill Asset Management, LLC$108M AUM0.69%$744,0141.4KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.67%$2M3.2KQ4 2025OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.63%$7M12.0KQ1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.62%$11M19.7KQ1 2026OLDER
AMJ Financial Wealth Management$424M AUM0.61%$3M4.8KQ1 2026OLDER
Oak Barrel Wealth Advisory LLC$167M AUM0.59%$979,8381.8KQ1 2026OLDER
Silphium Asset Management Ltd$264M AUM0.57%$1M2.5KQ4 2025OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.57%$3M6.3KQ1 2026OLDER
Legal Advantage Investments, Inc.$194M AUM0.56%$1M2.0KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.55%$4M7.9KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.55%$6M10.2KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.55%$2M3.3KQ4 2025OLDER
LRT Capital Management, LLC$107M AUM0.53%$567,2561.0KQ1 2026OLDER
Trail Ridge Investment Advisors, LLC$230M AUM0.53%$1M2.2KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.50%$122M224.0KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.49%$12M21.9KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.48%$559,5691.0KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.48%$46M84.6KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.47%$143M263.3KQ1 2026OLDER
Intrepid Financial Planning Group LLC$248M AUM0.45%$1M2.0KQ1 2026OLDER
Gator Capital Management, LLC$489M AUM0.44%$2M4.0KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.43%$50M91.0KQ1 2026OLDER
MRA Advisory Group$276M AUM0.41%$1M2.4KQ2 2026
CI INVESTMENTS INC.$20.6B AUM0.41%$84M154.0KQ1 2026OLDER
M.D. Sass, LLC$1.3B AUM0.38%$5M9.3KQ1 2026OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM0.38%$3M4.7KQ1 2026OLDER
Gladwyn Financial Advisors, Inc.$160M AUM0.38%$602,2381.3KQ2 2026
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.36%$2M3.7KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.36%$14M25.1KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.36%$25M46.6KQ1 2026OLDER
ELCO Management Co., LLC$208M AUM0.35%$728,7861.3KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.33%$1M2.7KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.32%$778,2781.4KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.32%$51M94.5KQ1 2026OLDER
MQS Management LLC$148M AUM0.32%$534,4081.0KQ4 2025OLDER
Caldwell Investment Management Ltd.$255M AUM0.31%$782,8231.4KQ1 2026OLDER
ROBOTTI ROBERT$641M AUM0.31%$2M3.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.30%$284M522.5KQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM0.29%$15M27.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.29%$15M27.7KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.28%$12M21.7KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.28%$19M34.5KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.28%$486,764895Q1 2026OLDER
SHAKER INVESTMENTS LLC/OH$220M AUM0.27%$590,6431.1KQ1 2026OLDER
Balefire, LLC$613M AUM0.27%$2M3.5KQ2 2026
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.25%$25M45.6KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.25%$527,010969Q1 2026OLDER
Informed Momentum Co LLC$866M AUM0.25%$2M4.2KQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.25%$34M63.1KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.24%$1M2.5KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.24%$4M7.4KQ1 2026OLDER
Continuum Advisory, LLC$1.0B AUM0.23%$2M4.5KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.23%$32M60.7KQ4 2025OLDER
Mission Creek Capital Partners, Inc.$501M AUM0.23%$1M2.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.23%$7M13.1KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.23%$918,0321.7KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.23%$67M123.1KQ1 2026OLDER
JSF Financial, LLC$510M AUM0.22%$1M2.0KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.21%$5M9.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.21%$320M589.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.20%$24M44.2KQ1 2026OLDER
Curat Global, LLC$102M AUM0.20%$206,671380Q1 2026OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.20%$699,2901.4KQ3 2025OLDER
D.B. Root & Company, LLC$419M AUM0.20%$825,5951.5KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.20%$3M5.0KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.19%$614,9081.1KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.19%$426,938785Q1 2026OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.19%$1M2.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.18%$107M195.9KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.18%$809,2791.5KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.18%$24M44.1KQ1 2026OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.17%$1M3.0KQ2 2026
Abich Financial Wealth Management LLC$281M AUM0.17%$488,804980Q3 2025OLDER
apricus wealth, LLC$205M AUM0.17%$355,147653Q1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.17%$8M14.2KQ4 2025OLDER
CHELSEA COUNSEL CO$225M AUM0.17%$377,990695Q2 2026
Triasima Portfolio Management inc.$661M AUM0.17%$1M2.0KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.17%$4M8.2KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.16%$4M8.2KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.16%$5M9.5KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.16%$1M2.5KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.16%$849,8231.7KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.16%$2M3.1KQ1 2026OLDER
MAD RIVER INVESTORS$278M AUM0.16%$437,816805Q1 2026OLDER
INCEPTIONR LLC$415M AUM0.16%$653,7321.2KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.15%$2M3.5KQ1 2026OLDER
Dash Acquisitions Inc.$480M AUM0.15%$737,1631.4KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.15%$28M50.7KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.15%$202,679372.7KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.15%$3M5.9KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.15%$1M2.7KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.15%$4M7.2KQ3 2025OLDER
Castleview Partners, LLC$195M AUM0.15%$284,444523Q1 2026OLDER
SpringVest Wealth Management LLC$146M AUM0.14%$212,109390Q1 2026OLDER
PEDDOCK CAPITAL ADVISORS, LLC$453M AUM0.14%$655,3631.2KQ1 2026OLDER
LeConte Wealth Management, LLC$155M AUM0.14%$222,443409Q1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.14%$1M2.0KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.14%$4M8.1KQ1 2026OLDER
NCM Capital Management, LLC$279M AUM0.14%$380,709700Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.13%$113M226.8KQ3 2025OLDER
Uncommon Cents Investing LLC$431M AUM0.13%$565,0811.0KQ1 2026OLDER
Heritage Investment Group, Inc.$661M AUM0.13%$851,1571.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.13%$692,3471.3KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$3M5.1KQ4 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.12%$4M8.0KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.12%$1M2.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.12%$4M7.2KQ1 2026OLDER
Cadent Capital Advisors, LLC$386M AUM0.12%$464,465854Q1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.12%$336,810576Q3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.12%$2M3.4KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.12%$346,859651Q1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.11%$4M6.9KQ1 2026OLDER
683 Capital Management, LLC$1.9B AUM0.11%$2M4.0KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.11%$270,303497Q2 2026
Woodline Partners LP$26.4B AUM0.11%$29M53.9KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.11%$1M2.4KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.11%$3M6.2KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.11%$275,742507Q1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.11%$22M43.9KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.11%$1M2.0KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.11%$100M184.2KQ1 2026OLDER
CHATHAM CAPITAL GROUP, INC.$689M AUM0.10%$709,2061.3KQ1 2026OLDER
Marathon Mission, Inc.$200M AUM0.10%$205,224443Q2 2026
TWINBEECH CAPITAL LP$965M AUM0.10%$1M2.7KQ4 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.10%$3M4.9KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.10%$686,3641.3KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.10%$20M37.2KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.09%$45M83.3KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.09%$489,483900Q1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.09%$7M13.7KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.09%$22M41.0KQ1 2026OLDER
Stonehearth Capital Management, LLC$293M AUM0.09%$246,691463Q4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$578,6321.1KQ4 2025OLDER
Bull Harbor Capital LLC$373M AUM0.09%$331,217609Q1 2026OLDER
FIL Ltd$128.7B AUM0.09%$112M205.7KQ1 2026OLDER
Kendall Capital Management$488M AUM0.09%$418,236769Q1 2026OLDER
Gratus Wealth Advisors, LLC$691M AUM0.09%$591,7311.1KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.08%$4M8.0KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.08%$3M5.0KQ1 2026OLDER
Numerai GP LLC$997M AUM0.08%$585,5681.2KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.08%$89M163.7KQ1 2026OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.08%$1M2.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.08%$77M141.4KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.08%$1M2.7KQ1 2026OLDER
VARCOV Co.$268M AUM0.08%$213,197392Q1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.08%$19M37.9KQ3 2025OLDER
Horizon Investments, LLC$8.9B AUM0.08%$7M12.4KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.07%$508,518935Q1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.07%$22M40.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.07%$66M120.8KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.07%$25M45.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$24M43.5KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.07%$7M13.2KQ3 2025OLDER
GWN SECURITIES INC.$523M AUM0.07%$371,790683Q1 2026OLDER
HOWARD BAILEY SECURITIES, LLC$243M AUM0.07%$235,424472Q4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.07%$874,5431.6KQ1 2026OLDER
GENESIS PRIVATE WEALTH, LLC$318M AUM0.07%$210,478387Q1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.07%$449,780827Q1 2026OLDER
PFG Advisors$2.1B AUM0.06%$1M2.4KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.06%$335M616.1KQ1 2026OLDER
Paulson Wealth Management Inc.$427M AUM0.06%$264,321486Q1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.06%$2M3.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M6.4KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.06%$108,231199Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.06%$121M222.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.06%$122M223.5KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.06%$666,0121.3KQ4 2025OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.05%$495,466911Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.05%$31M56.9KQ1 2026OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.05%$1M2.4KQ2 2026
Quadcap Wealth Management, LLC$879M AUM0.05%$472,078868Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$256M469.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$5M8.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.05%$876M1.64MQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.05%$2M3.9KQ2 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$8M14.2KQ4 2025OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.05%$222,182417Q4 2025OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.05%$556,8391.2KQ2 2026
Accredited Investors Inc.$1.9B AUM0.05%$934,3691.7KQ1 2026OLDER
Beirne Wealth Consulting Services, LLC$354M AUM0.05%$208,989419Q3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.05%$2M2.9KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.05%$3M5.4KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.05%$1M2.1KQ1 2026OLDER
EWA, LLC$441M AUM0.05%$214,829395Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.05%$56,477106Q4 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.05%$131,073241Q1 2026OLDER
Machina Capital S.A.S.$508M AUM0.05%$248,822467Q4 2025OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.05%$220,811406Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$9M16.2KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.04%$434,773816Q4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M9.4KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.04%$258,882476Q1 2026OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.04%$234,408431Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$130M244.5KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.04%$485,130892Q1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$4M6.8KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.04%$14M26.2KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$3M4.9KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.04%$378,828711Q4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$31M57.4KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$30M55.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$8M16.9KQ3 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.04%$6M11.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.04%$2M4.2KQ3 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.04%$2M4.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.04%$50M92.6KQ1 2026OLDER
Banque Transatlantique SA$4.2B AUM0.04%$2M2.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$3M5.8KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$310,006570Q1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.04%$213,478428Q3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$16M28.9KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.04%$887,0521.6KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.03%$2M3.2KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.03%$2M3.9KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.03%$603,1521.1KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.03%$489,479900Q1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M2.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.03%$142M261.4KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.03%$9M17.7KQ3 2025OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.03%$127,267234Q1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M4.5KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.03%$301,848555Q1 2026OLDER
Quattro Advisors LLC$115M AUM0.03%$39,96175Q4 2025OLDER
STRS OHIO$25.2B AUM0.03%$8M14.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.03%$47M85.8KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M3.5KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.03%$2M4.3KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.03%$519,396955Q1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.03%$635,2401.2KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M4.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$1M1.9KQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM0.03%$761,4181.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.03%$195M358.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$41M75.0KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.03%$227,882419Q1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.03%$543,8701.0KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.03%$92,458170Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$515M946.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$32M58.6KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.03%$1M2.4KQ1 2026OLDER
American Trust$1.1B AUM0.03%$299,439562Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.03%$4M7.4KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.03%$35,16566Q4 2025OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.03%$520,484957Q1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M2.9KQ1 2026OLDER
STEPH & CO$351M AUM0.02%$85,931158Q1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.02%$134,268252Q4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$44M81.4KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.02%$141,951261Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M32.6KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$278,461512Q1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.02%$232,232427Q1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.02%$849,6041.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$426M783.7KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.02%$1M1.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.02%$21M38.4KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$512,326942Q1 2026OLDER
Dakota Wealth Management$4.6B AUM0.02%$1M1.8KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$690,7151.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M6.2KQ2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$289M532.0KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.02%$788,6111.4KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$221,355407Q1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.02%$1M3.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$100,754202Q3 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.02%$245,285451Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.1B2.09MQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.02%$58M102.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M3.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M6.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$75M137.1KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.02%$89,739165Q1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M3.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M3.0KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.02%$467,184859Q1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$5M8.5KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$5M9.9KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$175,112378Q2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$10M19.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$9M17.4KQ1 2026OLDER
Hilltop National Bank$468M AUM0.02%$82,460178Q2 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M3.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$660,2581.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$7M13.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$980,5981.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$92M170.0KQ1 2026OLDER
United Community Bank$300M AUM0.02%$44,75684Q4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$3M6.2KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$27M49.8KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.02%$380,323763Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$54M97.7KQ1 2026OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.02%$211,962403Q3 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$307,287565Q1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.02%$26,64150Q4 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.02%$2M3.7KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.02%$231,145425Q1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.02%$411,173756Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.1B2.07MQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$16M29.2KQ4 2025OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$221,957445Q3 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M5.0KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$4M7.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$250M459.6KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.02%$9M15.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$101M186.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$9M17.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M7.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M1.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M5.5KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.02%$3M6.3KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$3M5.3KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$345,357635Q1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.01%$264,321486Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$10M18.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$45,131123Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$7M12.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$14M25.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$127M234.0KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$271,835545Q3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$27M49.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$410M753.5KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$723,3481.3KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$277,374510Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$666,7851.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$24M43.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$102M188.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$540M992.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$32M59.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$3M5.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M6.3KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$2M3.1KQ1 2026OLDER
UNIVEST FINANCIAL Corp$1.8B AUM0.01%$236,583435Q1 2026OLDER
CenterBook Partners LP$1.9B AUM0.01%$271,733510Q4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.01%$1M2.2KQ3 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$540,8023.2KQ4 2025OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$17,458353Q3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M22.3KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M5.3KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.01%$894,6661.6KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$2M4.3KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.01%$122,371225Q1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.01%$449,899902Q3 2025OLDER
AlTi Global, Inc.$4.6B AUM0.01%$570,5201.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$6M10.5KQ1 2026OLDER
Yarbrough Capital, LLC$2.9B AUM0.01%$396,411744Q4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$1M2.2KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M6.9KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.01%$58,738108Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$33,17761Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$32,42770Q2 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M2.8KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.01%$211,022388Q1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$7M12.3KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$339,375624Q1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$561,2741.0KQ1 2026OLDER
Clark Wealth Partners$149M AUM0.01%$16,86031Q1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.01%$17,94833Q1 2026OLDER
Copia Wealth Management$146M AUM0.01%$16,31630Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$213,741393Q1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$518,852954Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$3M6.0KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$301,304554Q1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$7M12.5KQ1 2026OLDER
Birch Hill Investment Advisors LLC$2.2B AUM0.01%$244,741450Q1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$240,297451Q4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M2.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$7M13.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$12M21.6KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$330,295571Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$487,852897Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$148,477273Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$22M38.9KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$17,40432Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M2.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$21M39.4KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M4.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$36,98468Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M2.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$271,934587Q2 2026
TRUIST FINANCIAL CORP$74.2B AUM0.01%$7M13.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$4M7.0KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$406,271747Q1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$12M21.0KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$2M3.2KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$258,338475Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$7M12.6KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.01%$12,51023Q1 2026OLDER
SPROTT INC.$3.4B AUM0.01%$324,147596Q1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$257,415473Q1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M3.3KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$767,8121.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M3.0KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$24,93950Q3 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$32,63260Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M11.7KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.01%$416,605766Q1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$1M2.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M5.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$715,1891.3KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$591,7301.1KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$708,1201.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$135M242.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M4.4KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.01%$1M2.5KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$388,867715Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$31M57.5KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$13,59725Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.01%$14,68527Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$709,7501.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$8M15.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$223,392400Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$114,888248Q2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$9M17.0KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.01%$28,77254Q4 2025OLDER
Spire Wealth Management$2.9B AUM0.01%$232,232427Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$29M53.8KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$315,989581Q1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$250,724461Q1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$590,8871.1KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$760,9471.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$51M93.0KQ1 2026OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.01%$271,935500Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M2.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$46M85.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$264,865487Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$561,8181.0KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.01%$271,935500Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$9M15.8KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$1M2.1KQ1 2026OLDER
Acropolis Investment Management, LLC$2.3B AUM0.01%$163,705301Q1 2026OLDER
Quarry LP$558M AUM0.01%$39,70373Q1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$295,278592Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$743,5241.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$5M9.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$386,148710Q2 2026
Merit Financial Group, LLC$13.5B AUM0.01%$922,4031.7KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.01%$1M2.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M8.7KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$404,934760Q4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.01%$206,209389Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$214,830395Q1 2026OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM0.01%$276,286508Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M3.1KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$624,3631.1KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$270,847498Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M2.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$342,064642Q4 2025OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.01%$24,47545Q1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.01%$63,089116Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$22M40.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M2.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$5M8.9KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.01%$56,563104Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$10,33419Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$49M90.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$13,82429Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$25M46.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$350,056657Q4 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$250,886503Q3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$23,44444Q2 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$452,231832Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$1M1.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$248,289466Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$3M5.5KQ1 2026OLDER
Coastline Trust Co$1.0B AUM0.00%$48,94890Q1 2026OLDER

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