SEC 13F Intelligence

CAPRCAPRICOR THERAPEUTICS INC

CUSIP 14070B309 · Yahoo Finance ↗ · Google Finance ↗

Capricor Therapeutics Inc (CAPR) has 177 institutional holders in Filings Flow’s 13F database, together reporting 34.03M shares worth $1.0B as of Q1 2026. The largest reported holders are Suvretta Capital Management, LLC, Blackrock, Inc., and Tang Capital Management LLC.

Institutional Holders
177
Q1 2026
Reported Value
$1.0B
Ticker
CAPR
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 7Q2 ’19Q3 ’19: 9Q3 ’19Q2 ’21: 21Q2 ’21Q4 ’21: 17Q4 ’21Q4 ’22: 23Q4 ’22Q4 ’25: 132Q4 ’25Q1 ’26: 177Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $152,000Q2 ’19Q3 ’19: $152,000Q3 ’19Q2 ’21: $11MQ2 ’21Q4 ’21: $2MQ4 ’21Q4 ’22: $2MQ4 ’22Q4 ’25: $787MQ4 ’25Q1 ’26: $1.0BQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Jones Hill Capital LP$466M AUM5.93%$28M909.2KQ1 2026OLDER
DIADEMA PARTNERS LP$588M AUM5.34%$31M1.03MQ1 2026OLDER
TANG CAPITAL MANAGEMENT LLC$2.0B AUM5.25%$103M3.40MQ1 2026OLDER
SB Capital Management Inc$273M AUM4.23%$12M400.0KQ4 2025OLDER
DG Capital Management, LLC$326M AUM3.65%$12M392.1KQ1 2026OLDER
SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM2.97%$116M3.82MQ1 2026OLDER
Ally Bridge Group (NY) LLC$124M AUM2.80%$3M113.9KQ1 2026OLDER
Boxer Capital Management, LLC$762M AUM2.35%$18M590.0KQ1 2026OLDER
Ikarian Capital, LLC$1.2B AUM2.17%$27M878.0KQ1 2026OLDER
SUPERSTRING CAPITAL MANAGEMENT LP$140M AUM1.49%$3M96.3KQ4 2025OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM1.24%$7M226.0KQ1 2026OLDER
Palo Alto Investors LP$654M AUM1.07%$7M229.8KQ1 2026OLDER
Soleus Capital Management, L.P.$2.5B AUM0.69%$19M646.4KQ4 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.67%$2M22.3KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.50%$17M561.5KQ1 2026OLDER
RA CAPITAL MANAGEMENT, L.P.$9.4B AUM0.49%$46M1.51MQ1 2026OLDER
Darwin Global Management, Ltd.$3.8B AUM0.47%$23M800.0KQ4 2025OLDER
STEMPOINT CAPITAL LP$1.0B AUM0.44%$2M75.2KQ1 2026OLDER
PFM Health Sciences, LP$1.1B AUM0.34%$4M123.8KQ1 2026OLDER
Integral Health Asset Management, LLC$2.1B AUM0.29%$6M200.0KQ1 2026OLDER
Dauntless Investment Group, LLC$151M AUM0.28%$427,72814.1KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.28%$5M178.4KQ1 2026OLDER
Black Diamond Financial, LLC$916M AUM0.26%$2M79.1KQ1 2026OLDER
GREAT POINT PARTNERS LLC$435M AUM0.26%$632,31787.7KQ3 2025OLDER
Creek Drive Management Group LLC$433M AUM0.24%$1M36.0KQ2 2026
Pier Capital, LLC$606M AUM0.22%$1M44.4KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.20%$3M100.0KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.18%$2M68.0KQ4 2025OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.16%$3M90.6KQ1 2026OLDER
ELLERSON GROUP INC /ADV$153M AUM0.16%$239,8567.9KQ1 2026OLDER
PERCEPTIVE ADVISORS LLC$5.1B AUM0.12%$7M242.1KQ4 2025OLDER
HBK Sorce Advisory LLC$5.0B AUM0.12%$6M204.8KQ1 2026OLDER
ACT CAPITAL MANAGEMENT, LLC$127M AUM0.12%$152,0005.0KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.11%$8M274.4KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.09%$318,56210.5KQ1 2026OLDER
RTW INVESTMENTS, LP$10.0B AUM0.08%$8M250.0KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.07%$107,15514.9KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.07%$11M368.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.05%$7M222.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$287,7669.5KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$250,8918.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$25M821.2KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.03%$849,92328.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.03%$412,49713.6KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$872,57128.7KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$2M63.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$5M177.5KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M104.4KQ1 2026OLDER
Focused Wealth Management, Inc$964M AUM0.02%$203,1026.7KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$2M54.0KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.02%$86,52012.0KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.02%$251,2128.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.02%$12M403.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M49.5KQ4 2025OLDER
First Financial Bank - Trust Division$1.4B AUM0.02%$202,52228.1KQ3 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.02%$304,00010.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.02%$4M137.7KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.02%$680,76894.4KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M38.8KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$76,5782.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$9M297.1KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.01%$161,370115.2KQ3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$144,8785.0KQ4 2025OLDER
Activest Wealth Management$569M AUM0.01%$60,8002.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$221,5557.3KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.01%$50,5682.1KQ2 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$59,2278.2KQ3 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.01%$2M80.8KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.01%$406,81313.4KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.01%$108,15015.0KQ3 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$2M62.4KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M127.1KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.01%$1M41.0KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.01%$238,2757.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$44M1.44MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$15,180526Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$252,4728.3KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$160,47625.8KQ3 2025OLDER
Regal Investment Advisors LLC$1.7B AUM0.01%$92,36812.8KQ3 2025OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.01%$78,54610.9KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$383,69413.3KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.01%$3M87.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M315.0KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$4M130.0KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M36.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$104,12714.4KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$550,54418.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$22,0193.1KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$41M1.37MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$458,73615.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M356.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M59.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$150,2674.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$31M1.01MQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4M143.5KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$705,12823.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$108,4063.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M109.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$28M912.0KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$108,15015.0KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.00%$626,26221.7KQ4 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$305,85410.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$345,01011.3KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$24,290799Q1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$240,1607.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$307,67810.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$10M320.1KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$15,230501Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$408,81913.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$10M314.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$66M2.18MQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$285,7309.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$34M1.12MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M64.7KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$508,68316.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M196.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$104M3.42MQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$11M372.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M96.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$13M417.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M36.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$62M2.03MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M265.6KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M52.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$5M162.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$328,32010.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$23M772.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$394,25813.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$813,26026.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$74M2.56MQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$17M585.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$743,54724.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13M415.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$742,67224.4KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M55.7KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$159,42822.1KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$6M185.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$390,33612.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$980,85632.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M125.2KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$940,33330.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$439,94914.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M130.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$3M108.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M343.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$12M379.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$4M126.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$395,20013.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M42.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$468,67715.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$438,76314.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$280,8669.2KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$2,886100Q4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$541,27217.8KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$1,15538Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M76.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,742156Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$380,00012.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$218,8807.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$740,51424.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M38.6KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$285,0219.9KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M40.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$202,9727.0KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$510,11216.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,30743Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$686,58822.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$355,19411.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$7,778323Q2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$308,16510.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$250,0108.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M37.1KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$62,8372.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$3,723516Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$7,874259Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$891,20629.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$223,1977.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$225,5687.4KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$2,12870Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$851,26128.0KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$9,120300Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$425,60014.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$15,200500Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1,00333Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$731,82024.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$8,603283Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$8,542281Q2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$139,2624.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$25,293832Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$124,16850.0KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$304,66910.0KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$31711Q4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$49117Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$651,29021.4KQ2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$94331.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$319,17010.5KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1836Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$26,022856Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$39,5201.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$2,12870Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$33411Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$12,677417Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$85128Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$8,451278Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$25,475838Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$9,667318Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1224Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$112,0003.7KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$57820Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,313182Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,208270Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,08436Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2,09869Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$8,056265Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$5,462189Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$301Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$311Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$73024Q1 2026OLDER

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