SEC 13F Intelligence

CAVACAVA GROUP INC

CUSIP 148929102 · Yahoo Finance ↗ · Google Finance ↗

Cava Group Inc (CAVA) has 22 institutional holders in Filings Flow’s 13F database, together reporting 112.99M shares worth $8.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Artal Group S.A., and Vanguard Group Inc.

Institutional Holders
22
Q1 2026
Reported Value
$69M
Ticker
CAVA
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 476Q4 ’25Q1 ’26: 515Q1 ’26Q2 ’26: 22Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $6.1BQ4 ’25Q1 ’26: $8.5BQ1 ’26Q2 ’26: $69MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Artal Group S.A.$1.0B AUM76.11%$769M9.51MQ1 2026OLDER
Armstrong, Fleming & Moore, Inc$236M AUM12.50%$29M363.9KQ1 2026OLDER
Prime Capital Management Co Ltd$891M AUM9.37%$83M1.03MQ1 2026OLDER
Aperture Investors, LLC$791M AUM4.51%$36M441.0KQ1 2026OLDER
Renaissance Capital LLC$138M AUM3.22%$4M47.6KQ1 2026OLDER
Nepsis Inc.$299M AUM3.20%$10M176.7KQ4 2025OLDER
MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM2.74%$27M328.4KQ1 2026OLDER
Darwins River Capital, LP$187M AUM2.66%$4M67.5KQ4 2025OLDER
Leibman Financial Services, Inc.$136M AUM2.21%$3M37.2KQ1 2026OLDER
JW Asset Management, LLC$244M AUM1.66%$4M50.0KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM1.43%$113M1.40MQ1 2026OLDER
Xcel Wealth Management, LLC$362M AUM1.21%$4M54.0KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM1.19%$25M303.9KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM1.18%$69M856.1KQ1 2026OLDER
Mainstream Capital Management LLC$149M AUM1.16%$2M21.3KQ1 2026OLDER
MFG WEALTH MANAGEMENT, INC.$140M AUM1.12%$1M24.5KQ4 2025OLDER
Watchman Group, Inc.$413M AUM1.06%$4M54.1KQ1 2026OLDER
Night Squared LP$681M AUM1.05%$7M88.6KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM1.03%$4M50.5KQ1 2026OLDER
Econ Financial Services Corp$215M AUM0.98%$2M32.7KQ3 2025OLDER
Hood River Capital Management LLC$10.0B AUM0.96%$95M1.18MQ1 2026OLDER
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM0.92%$4M45.0KQ1 2026OLDER
Crystal Rock Capital Management$168M AUM0.90%$2M18.8KQ1 2026OLDER
Soviero Asset Management, LP$200M AUM0.89%$2M22.0KQ1 2026OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM0.85%$1M17.7KQ1 2026OLDER
Prospect Financial Services LLC$164M AUM0.85%$1M17.2KQ1 2026OLDER
Norman Fields, Gottscho Capital Management, LLC$330M AUM0.81%$3M34.2KQ2 2026
Vienna Asset Management LLC$129M AUM0.79%$1M12.6KQ1 2026OLDER
Robbins Farley$226M AUM0.66%$2M26.4KQ3 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.64%$194M2.39MQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.61%$6M72.9KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.60%$9M117.2KQ1 2026OLDER
ORACLE INVESTMENT MANAGEMENT INC$168M AUM0.60%$1M17.1KQ4 2025OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.54%$7M92.0KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.52%$619,6947.7KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.50%$69M846.7KQ1 2026OLDER
Kercheville Advisors, LLC$313M AUM0.48%$2M27.6KQ4 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.45%$26M318.2KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM0.42%$526,1746.5KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.39%$2M24.9KQ1 2026OLDER
Expressive Wealth LLC$105M AUM0.39%$407,3604.6KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.38%$740,2359.2KQ1 2026OLDER
Trust Investment Advisors$171M AUM0.38%$676,53211.2KQ3 2025OLDER
Scientech Research LLC$120M AUM0.35%$561,5469.6KQ4 2025OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.35%$7M83.7KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.31%$3M52.5KQ4 2025OLDER
4WEALTH ADVISORS, INC.$117M AUM0.31%$357,6576.1KQ4 2025OLDER
Juno Financial Group LLC$255M AUM0.29%$739,6699.1KQ1 2026OLDER
INTERCAPITAL, LLC$299M AUM0.29%$821,24014.0KQ4 2025OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.28%$1M22.0KQ4 2025OLDER
DMC Group, LLC$148M AUM0.27%$397,8664.9KQ1 2026OLDER
Draper Asset Management, LLC$176M AUM0.26%$436,7047.2KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.26%$3M42.1KQ1 2026OLDER
Godshalk Welsh Capital Management, Inc.$172M AUM0.26%$446,9735.5KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.26%$3M42.3KQ4 2025OLDER
Thoma Capital Management LLC$169M AUM0.26%$436,5365.4KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.26%$33M403.5KQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM0.25%$293,4505.0KQ4 2025OLDER
Riverview Capital Advisers, LLC$300M AUM0.25%$750,1059.3KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.25%$2M26.6KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.24%$39M498.3KQ2 2026
Perbak Capital Partners LLP$406M AUM0.24%$1M22.2KQ3 2025OLDER
Sender Co & Partners, Inc.$165M AUM0.24%$506,1438.6KQ4 2025OLDER
Defender Capital, LLC.$308M AUM0.23%$716,01812.2KQ4 2025OLDER
INVESTMENT PARTNERS, LTD.$281M AUM0.20%$549,7966.8KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM0.19%$3M50.0KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.19%$46M566.4KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.18%$12M152.5KQ1 2026OLDER
BXM Wealth LLC$130M AUM0.18%$228,9472.8KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.18%$3M46.1KQ4 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.17%$6M72.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.17%$539M9.19MQ1 2026OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.17%$1M21.8KQ4 2025OLDER
Palogic Value Management, L.P.$237M AUM0.17%$404,5005.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.16%$43M535.7KQ1 2026OLDER
D.B. Root & Company, LLC$419M AUM0.15%$642,9127.9KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.15%$8M140.0KQ4 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.14%$875,0659.4KQ1 2026OLDER
PIAR LLC$128M AUM0.14%$209,9253.5KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.14%$2M35.2KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.14%$4M61.3KQ3 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.14%$2M21.3KQ2 2026
Cinctive Capital Management LP$1.5B AUM0.14%$2M26.2KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.14%$235,4403.0KQ2 2026
Pitcairn Wealth Advisors LLC$1.1B AUM0.13%$1M24.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.13%$738,3169.6KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.12%$3M48.0KQ4 2025OLDER
Key Client Fiduciary Advisors, LLC$347M AUM0.12%$355,8755.9KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.12%$18M224.5KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.12%$1M14.0KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.11%$123M1.52MQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.11%$2M20.0KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.11%$3M37.6KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.11%$1M13.1KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.11%$286,5483.5KQ1 2026OLDER
OSSIAM$5.7B AUM0.11%$8M137.6KQ3 2025OLDER
Ridgewood Investments LLC$244M AUM0.11%$261,4693.2KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.11%$5M60.7KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.10%$564,3639.6KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.10%$117M1.44MQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.10%$1M13.8KQ1 2026OLDER
Victrix Investment Advisors$239M AUM0.10%$278,2963.4KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.10%$4M45.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.10%$4M51.2KQ1 2026OLDER
Parkside Investments, LLC$823M AUM0.10%$809,00010.0KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.10%$991,51112.3KQ1 2026OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.09%$2M26.1KQ3 2025OLDER
Edgemoor Investment Advisors, Inc.$1.3B AUM0.09%$1M20.0KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.09%$55M687.6KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.09%$13M161.2KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.09%$233,4853.9KQ3 2025OLDER
Quadcap Wealth Management, LLC$879M AUM0.09%$776,3179.6KQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.09%$3M41.1KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.09%$4M51.3KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.09%$3M50.0KQ3 2025OLDER
CIM, LLC$692M AUM0.09%$663,66411.0KQ3 2025OLDER
CFG Wealth Management Services, Inc.$110M AUM0.09%$94,4101.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.09%$51M631.0KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.08%$565,8157.0KQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.08%$1M15.4KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.08%$616,24510.5KQ4 2025OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.08%$102M1.26MQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.08%$629,08510.4KQ3 2025OLDER
Capital Research Global Investors$644.6B AUM0.08%$496M6.14MQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.08%$431,8117.1KQ3 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.08%$345,1554.4KQ2 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.08%$38M653.3KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.07%$56M697.8KQ1 2026OLDER
Rockline Wealth Management, LLC$460M AUM0.07%$335,8174.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.07%$31M384.4KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.07%$610,14110.1KQ3 2025OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.07%$565,0159.4KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$300,3755.1KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.07%$21M253.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.07%$15M186.6KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.07%$80,9001.0KQ1 2026OLDER
CYPRESS FINANCIAL PLANNING LLC$413M AUM0.07%$242,7003.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.06%$38M466.3KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.06%$4M55.2KQ1 2026OLDER
Summit Financial Wealth Advisors, LLC$705M AUM0.06%$408,5646.6KQ3 2025OLDER
NATIXIS$28.0B AUM0.06%$18M303.0KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.06%$246,4984.2KQ4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.06%$38M470.6KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.06%$2M26.3KQ3 2025OLDER
Rakuten Securities, Inc.$241M AUM0.06%$140,5231.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.06%$1M17.4KQ1 2026OLDER
Blue Chip Partners, LLC$1.4B AUM0.06%$794,6009.8KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.06%$878,81710.9KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.06%$698,94411.6KQ3 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.05%$3M37.2KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$2M19.1KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.05%$555,9456.9KQ1 2026OLDER
GWN SECURITIES INC.$523M AUM0.05%$278,7013.4KQ1 2026OLDER
Regent Peak Wealth Advisors LLC$490M AUM0.05%$257,9093.2KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.05%$346,2524.3KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.05%$5M81.2KQ3 2025OLDER
111 Capital$406M AUM0.05%$261,9384.3KQ3 2025OLDER
Capital International Investors$426.5B AUM0.05%$211M2.61MQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.05%$9M116.0KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.05%$907,21311.2KQ1 2026OLDER
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM0.05%$477,5516.1KQ2 2026
CANTOR FITZGERALD, L. P.$6.8B AUM0.05%$3M39.2KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.05%$396,8946.6KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$1M18.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.05%$25M304.2KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.04%$544,5386.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.04%$101M1.25MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$37M452.1KQ1 2026OLDER
Gilbert & Cook, Inc.$774M AUM0.04%$332,6175.5KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.04%$12M144.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M28.9KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.04%$295,9323.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$40M490.1KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.04%$38M468.4KQ1 2026OLDER
Operose Advisors LLC$431M AUM0.04%$168,5972.1KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.04%$16M199.3KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.04%$33M406.1KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.04%$459,4315.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.04%$34M419.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$3M38.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.04%$217M2.69MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M121.2KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.03%$296,5483.67MQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$505,8138.4KQ3 2025OLDER
RiverPark Advisors, LLC$276M AUM0.03%$92,1451.1KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.03%$6M72.5KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.03%$1M14.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M55.3KQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.03%$1M15.8KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$269,9633.3KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.03%$2M29.7KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.03%$2M20.9KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.03%$15M187.3KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$19M234.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$974,44112.0KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.03%$242,8684.0KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.03%$2M24.9KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$4M43.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.03%$56M692.3KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.03%$41,744516Q1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$640,07310.9KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.03%$40M674.3KQ3 2025OLDER
SMITH, MOORE & CO.$1.4B AUM0.03%$391,9614.8KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.03%$309,0585.1KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M29.5KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.03%$436,8605.4KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.03%$404,7476.7KQ3 2025OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.03%$638,23210.6KQ3 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M22.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$7M80.6KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.03%$19M313.2KQ3 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.03%$2M42.2KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.03%$232M2.86MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$19M320.3KQ3 2025OLDER
Midwest Trust Co$8.0B AUM0.03%$2M32.1KQ3 2025OLDER
FMR LLC$1.90T AUM0.03%$478M5.91MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$330,4835.6KQ4 2025OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.02%$1M13.2KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.02%$9M110.9KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.02%$24,270300Q1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$594,7777.4KQ1 2026OLDER
Capital World Investors$732.9B AUM0.02%$172M2.13MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$56M689.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.02%$179M2.22MQ1 2026OLDER
Triumph Capital Management$491M AUM0.02%$111,9661.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M53.6KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M20.4KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.02%$47,664789Q3 2025OLDER
CSS LLC/IL$2.1B AUM0.02%$444,9505.5KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.02%$110,4001.9KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$7M84.9KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$216,5692.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$83M1.03MQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.02%$627,4367.3KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.02%$638,5447.9KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.02%$2M26.0KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$23M279.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.02%$17M204.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$62M802.9KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M20.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$6M72.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$20M248.8KQ1 2026OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.02%$415,6645.1KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.02%$5M64.1KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$486,1586.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$339M4.19MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$22M272.4KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$378,8554.7KQ1 2026OLDER
Retirement Planning Group, LLC$3.2B AUM0.02%$507,4418.4KQ3 2025OLDER
Granite Investment Partners, LLC$1.6B AUM0.02%$281,7753.5KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.02%$332,9044.1KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.02%$178,6272.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.02%$3M41.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M50.9KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$285,7393.5KQ1 2026OLDER
Birch Hill Investment Advisors LLC$2.2B AUM0.02%$354,5044.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$106M1.31MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$26M323.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$551,5699.4KQ4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.02%$3M39.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M25.1KQ3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.02%$2M36.6KQ1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$589M AUM0.02%$90,9701.6KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$66M810.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$20,225250Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$62M764.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M20.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$4M45.8KQ1 2026OLDER
Knuff & Co LLC$332M AUM0.01%$47,422785Q3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$73M907.8KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.01%$67,794838Q1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$286,0623.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$774M9.57MQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.01%$16,613283Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$510,1566.3KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M23.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$51M633.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$63M778.1KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$250,8703.1KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.01%$3M48.0KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$38M469.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$425,0495.3KQ1 2026OLDER
GREENWOOD GEARHART LLC$1.8B AUM0.01%$234,6102.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M22.0KQ1 2026OLDER
FIL Ltd$128.7B AUM0.01%$16M200.1KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$299,3303.7KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$1M13.3KQ1 2026OLDER
BURKETT FINANCIAL SERVICES, LLC$320M AUM0.01%$39,240500Q2 2026
Arizona State Retirement System$17.1B AUM0.01%$2M25.5KQ1 2026OLDER
NWAM LLC$1.7B AUM0.01%$207,5092.6KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.01%$933,96011.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$6M78.4KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$495,8366.1KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M17.1KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$318,5033.9KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.01%$343,5824.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$195M3.32MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$9M110.7KQ1 2026OLDER
CNB Bank$238M AUM0.01%$27,264337Q1 2026OLDER
Man Group plc$55.1B AUM0.01%$6M76.7KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.01%$819,42910.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$636,9267.9KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M12.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$6M78.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$978,80912.1KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.01%$47,088600Q2 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$488,0706.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$9M116.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M38.5KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.01%$24,164400Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$7M87.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M25.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M33.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M76.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M24.0KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$235,9852.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$162M2.00MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$66M812.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$87M1.07MQ1 2026OLDER
Baltimore-Washington Financial Advisors, Inc.$2.3B AUM0.01%$230,1623.8KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$52M647.7KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$293,4505.0KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M110.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$5M60.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$34M420.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M49.2KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$257,1423.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$360M4.45MQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$2M19.0KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$602,04610.0KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$66M817.0KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$1M25.1KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$231,8303.0KQ2 2026
Swiss National Bank$173.8B AUM0.01%$15M183.5KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$356,6074.4KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$3M36.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$243M3.01MQ1 2026OLDER
Vision Retirement, LLC$373M AUM0.01%$31,282533Q1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.01%$120,45910.0KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$392,3654.8KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$112,6971.4KQ2 2026
VANGUARD GROUP INC$6.90T AUM0.01%$541M9.22MQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$227,8952.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$105M1.30MQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.01%$189,3062.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M66.5KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$2M33.0KQ4 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$479,5957.9KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M30.7KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$470,9185.8KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$318,3423.9KQ1 2026OLDER
Graney & King, LLC$186M AUM0.01%$12,459154Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.01%$49,687550Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$25M305.1KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.01%$18,041223Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M20.4KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.01%$4M45.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$653,5108.1KQ1 2026OLDER
Amundi$367.1B AUM0.01%$23M290.3KQ1 2026OLDER
Quarry LP$558M AUM0.01%$35,111434Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$268,5883.3KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$10M124.8KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.01%$761,85513.0KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M85.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$66,708850Q2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M52.5KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.01%$54,203670Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$735,5569.1KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.01%$82,89349.8KQ3 2025OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$604,10010.0KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M31.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$505,6928.4KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$398,8374.9KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$244,3183.0KQ1 2026OLDER
ZEVENBERGEN CAPITAL INVESTMENTS LLC$3.5B AUM0.01%$289,9684.8KQ3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$88,9901.1KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$926,54811.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M23.5KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$551,3386.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M36.7KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$452,8785.6KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$610,80610.1KQ3 2025OLDER
Modern Wealth Management, LLC$5.8B AUM0.01%$313,1073.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$344,9584.3KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$306,5385.2KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$233,3972.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$6M71.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$18M227.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$370,3136.1KQ3 2025OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM0.00%$238,2512.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$9M115.2KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$872,98210.8KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$122,0781.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$246,6643.0KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$400,5796.6KQ3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$7M82.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$23,623292Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$426,6675.3KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M19.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M24.7KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$235,1852.9KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$211,2302.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$22M276.5KQ2 2026
Bulwark Capital Corp$178M AUM0.00%$5,869100Q4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$876,00210.8KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$254,5933.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M45.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M52.4KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$21,519266Q1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.00%$434,2715.4KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$781,1709.7KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,05067.0KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M31.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$18M216.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$325,5424.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M12.4KQ2 2026
Prospera Financial Services Inc$6.2B AUM0.00%$210,2843.5KQ3 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$328,2114.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M40.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$23M279.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$690,9678.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$3M57.8KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$300,7863.7KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$630,4797.8KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$439,6115.4KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$4,62857.2KQ1 2026OLDER
Modus Advisors, LLC$363M AUM0.00%$11,973204Q4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$914,00911.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$97,6461.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6M83.1KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$8,090100Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$312,1453.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$730,65912.1KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M18.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$218,4302.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$462,2635.7KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$660,09710.9KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$752,4519.3KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$510,0866.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$133,0001.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$15M191.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$84,1351.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M17.7KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$216,6502.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M126.3KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$277,5244.6KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$270,9353.3KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$464,4475.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$508,3766.3KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$210,3412.6KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$614,2767.6KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$223,0343.7KQ3 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$392,9314.9KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$18,606308Q3 2025OLDER
Nova Wealth Management, Inc.$154M AUM0.00%$3,23640Q1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$317,2903.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M14.6KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M20.9KQ1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$3,88348Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M36.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$520,7298.6KQ3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$139,5531.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$261,3073.2KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$21,659272Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$40,450500Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$13,349165Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$17,232213Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M40.6KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$5M80.4KQ3 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$2,91236Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M14.7KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$16,180200Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$91,9831.1KQ2 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$2M31.2KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M40.2KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$478,5687.9KQ3 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$229,5583.8KQ3 2025OLDER
NFSG Corp$608M AUM0.00%$8,899110Q1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$8,804150Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$78,9971.3KQ4 2025OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$2,93550Q4 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$391,2324.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$21M279.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$234,5302.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M15.3KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$2M20.7KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$253,3803.1KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$5,05460Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$5,93074Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$15,777195Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$14,158175Q1 2026OLDER
Estabrook Capital Management$685M AUM0.00%$8,090100Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$42,473525Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$12,135150Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$237,2002.9KQ1 2026OLDER
NVWM, LLC$449M AUM0.00%$5,01662Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$6,041100Q3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$12,378153Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M18.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$57,601712Q1 2026OLDER

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