SEC 13F Intelligence

CBRLCRACKER BARREL OLD CTRY STOR

CUSIP 22410J106 · Yahoo Finance ↗ · Google Finance ↗

Cracker Barrel Old Ctry Stor (CBRL) has 242 institutional holders in Filings Flow’s 13F database, together reporting 20.16M shares worth $559M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Gmt Capital Corp.

Institutional Holders
242
Q1 2026
Reported Value
$559M
Ticker
CBRL
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 331Q4 ’18Q1 ’19: 337Q2 ’19: 349Q2 ’19Q3 ’19: 345Q2 ’21: 314Q2 ’21Q4 ’21: 293Q4 ’22: 307Q4 ’22Q4 ’25: 231Q1 ’26: 242Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $5.6BQ4 ’18Q1 ’19: $11.0BQ2 ’19: $8.6BQ2 ’19Q3 ’19: $9.0BQ2 ’21: $8.5BQ2 ’21Q4 ’21: $6.1BQ4 ’22: $978MQ4 ’22Q4 ’25: $552MQ1 ’26: $559MQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Simcoe Capital LLC$109M AUM3.00%$3M116.3KQ1 2026OLDER
GMT CAPITAL CORP$2.2B AUM2.04%$45M1.59MQ1 2026OLDER
Soviero Asset Management, LP$200M AUM1.05%$2M75.0KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM0.81%$5M105.9KQ3 2025OLDER
Meros Investment Management, LP$231M AUM0.79%$2M65.0KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.39%$2M63.0KQ4 2025OLDER
Factorial Partners, LLC$138M AUM0.35%$515,50211.7KQ3 2025OLDER
Parvin Asset Management, LLC$139M AUM0.34%$467,61016.6KQ1 2026OLDER
Pingora Partners LLC$169M AUM0.31%$527,06318.8KQ1 2026OLDER
Horrell Capital Management, Inc.$219M AUM0.29%$627,89322.3KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.27%$660,90015.0KQ3 2025OLDER
Crawford Fund Management, LLC$520M AUM0.26%$1M48.0KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.24%$805,26728.6KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.24%$3M76.0KQ3 2025OLDER
VARCOV Co.$268M AUM0.24%$645,88323.0KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.23%$613,65421.8KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.19%$3M69.2KQ3 2025OLDER
Carson Advisory Inc.$193M AUM0.18%$351,43712.5KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.18%$642,04214.6KQ3 2025OLDER
Daytona Street Capital LLC$130M AUM0.16%$203,2008.0KQ4 2025OLDER
LeClair Wealth Partners LLC$289M AUM0.14%$221,7105.0KQ3 2025OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.13%$1M50.6KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.13%$515,22818.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.12%$42,4431.7KQ4 2025OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.11%$274,0729.8KQ1 2026OLDER
BIGLARI CAPITAL CORP.$929M AUM0.11%$1M35.9KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.11%$1M46.2KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.10%$432,47215.4KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.10%$2M60.9KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.10%$844,56530.0KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.10%$813,56028.9KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.09%$2M55.8KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.09%$2M59.9KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.08%$2M80.1KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.08%$663,26423.6KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM0.08%$372,65413.3KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.08%$4M136.0KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.07%$291,1486.6KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$413,79114.9KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.07%$562,20020.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M76.9KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.06%$899,04232.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.06%$2M65.5KQ1 2026OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.06%$214,1764.9KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.05%$926,57129.6KQ1 2026OLDER
Hamilton Wealth, LLC$513M AUM0.05%$242,5618.6KQ2 2026
AXQ CAPITAL, LP$777M AUM0.05%$209,2208.2KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.05%$142,1983.7KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.04%$2M81.7KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.04%$497,12919.6KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M39.9KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$30M1.07MQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.03%$4M155.5KQ4 2025OLDER
Byrne Asset Management LLC$185M AUM0.03%$51,0211.2KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$888,36031.6KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.03%$3M111.0KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.03%$12M268.3KQ3 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.03%$11M400.0KQ1 2026OLDER
Numerai GP LLC$997M AUM0.03%$287,11610.2KQ1 2026OLDER
Investors Research Corp$523M AUM0.03%$141,1125.0KQ1 2026OLDER
Bank & Trust Co$148M AUM0.03%$39,8881.4KQ1 2026OLDER
TCM Advisors, LLC$1.4B AUM0.03%$346,25912.3KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.02%$862,58330.7KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$493,89317.6KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.02%$38,3931.4KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.02%$28,1101.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M104.1KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$360,1468.2KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$14M515.2KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$266,54810.5KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.02%$442,28315.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M122.1KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$115,0412.6KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$16M586.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$20M694.4KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.02%$212,9087.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$2M84.7KQ2 2026
Engineers Gate Manager LP$8.0B AUM0.02%$1M43.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M71.4KQ3 2025OLDER
AdvisorShares Investments LLC$549M AUM0.01%$88,1202.0KQ3 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.01%$618,56122.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$27M971.6KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$78,9192.8KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$535,19712.1KQ3 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$98,3853.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$8M299.9KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M181.0KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$162,2733.7KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$1M40.3KQ4 2025OLDER
State of Wyoming$844M AUM0.01%$83,9341.9KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$787,57217.9KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M253.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$944,44837.2KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M79.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$12M461.5KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$131,3433.0KQ3 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$907,63620.6KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$811,16928.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$8M173.9KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$226,8488.1KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$213,3428.6KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$278,2899.9KQ1 2026OLDER
Camelot Portfolios, LLC$143M AUM0.00%$7,957313Q4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M48.3KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$5M178.2KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$377,34913.4KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.00%$5,622200Q1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$1M36.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M88.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M37.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$117,3672.2KQ2 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$27M954.0KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$365,6988.3KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M60.9KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$562,20020.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$521,00520.5KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$33,1141.2KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$433,45615.4KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$826,43418.8KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M55.6KQ3 2025OLDER
Accredited Wealth Management, LLC$134M AUM0.00%$4,142150Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$27M976.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$698,92415.9KQ3 2025OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$24,892980Q4 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.00%$251,1638.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M79.8KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$18M646.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M58.6KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$704,96016.0KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M124.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$610,05724.0KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$271,9369.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$11M402.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$615,72121.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$2,587102Q4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$359,16112.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$202,9404.6KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$128,8004.6KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$207,8467.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$79,6082.8KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$11,244400Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$233,6628.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M113.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$144,2615.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$370,71513.2KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$10,439411Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$134,9284.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M73.3KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.00%$14,055500Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M67.3KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$2,811100Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$95M3.38MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$11M380.6KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M108.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$52,2001.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M366.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$826,57529.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$16,554573Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$172,7086.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M32.3KQ3 2025OLDER
&PARTNERS$20.2B AUM0.00%$297,32610.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$275,7276.3KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$858,31230.5KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$8M268.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M20.4KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M146.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$249,8645.7KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$843,70230.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$169,1386.0KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$201,2477.2KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M102.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$4M146.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$16M558.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$637,37622.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$230,0315.2KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$7M236.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$24M857.2KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$3,810150Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M64.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$15M543.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$645,09622.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$53M2.08MQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$13M503.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M153.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$28M979.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M132.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,69996Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M41.6KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$1,01323Q3 2025OLDER
Evergreen Advisors, LLC$426M AUM0.00%$2,60593Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$309,88012.2KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$298,52810.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M172.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$518,03918.4KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$398,85314.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$2M68.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$126,4954.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M64.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$705,43225.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$142,2375.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M87.9KQ2 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$281,10010.0KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,67538Q3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$211,1907.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$153,8745.5KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$5,931211Q1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.00%$1,12440Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$201,3004.6KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,132147Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$297,65710.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$599,44023.6KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M101.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M56.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$377,19913.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$16,501587Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$316,35411.3KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$214,7044.9KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$235,7308.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$79413Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$10,660200Q2 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$12,099227Q2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$359,38612.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$16,248578Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$220,7415.0KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M41.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$514,70418.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$91536Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$2,868102Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M37.9KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.00%$1,40650Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$670,23026.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$442,70415.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$246,4829.7KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2,22179Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$105,4413.8KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$9,283323Q4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,11921Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$562,22820.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$69,8532.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$11,244400Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$803,13128.6KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$45,9041.6KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$87131Q1 2026OLDER
Quarry LP$558M AUM0.00%$78728Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$253,8619.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$268,6849.6KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$1,12440Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$6,016214Q1 2026OLDER
Field & Main Bank$344M AUM0.00%$42215Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$328,40911.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$28,8281.0KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$2,64394Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$448,38316.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$93833.3KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$2,811100Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,970107Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$255,9139.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$5,622200Q2 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$10,623378Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,88466Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$21,440844Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,176113Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$88120Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$117,5844.2KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$88120Q3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$47817Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,43451Q1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$56220Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,26280Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$938,17133.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$63,3872.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$140,9675.3KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$853Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$153,1725.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$23,050820Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$26,392599Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,869113Q4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$3,72285Q3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$3,064109Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$2656Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,51854Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$53419Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$882Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$22,238791Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2215Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,04037Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$2,27781Q1 2026OLDER
Davis Capital Management$169M AUM0.00%$531Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$50,1201.8KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$33712Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$59021Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,65593Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$28210Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$16,810598Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$298,97510.8KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$1415Q1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$1977Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$13,521481Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$2,19378Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$1764Q3 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$1024Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$2,61493Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,67438Q3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$28110Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$61822Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$572Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$2048Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,63058Q2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3528Q3 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$1415Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$90032Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$181Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$66,1542.4KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$4,441158Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,05492Q3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$2117Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1275Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$281Q1 2026OLDER

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