SEC 13F Intelligence

CBTCABOT CORP

CUSIP 127055101 · Yahoo Finance ↗ · Google Finance ↗

Cabot Corp (CBT) has 370 institutional holders in Filings Flow’s 13F database, together reporting 50.96M shares worth $3.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Wellington Management Group LLP.

Institutional Holders
370
Q1 2026
Reported Value
$3.6B
Ticker
CBT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 262Q4 ’18Q1 ’19: 243Q2 ’19: 247Q2 ’19Q3 ’19: 235Q2 ’21: 260Q2 ’21Q4 ’21: 249Q4 ’22: 295Q4 ’22Q4 ’25: 356Q1 ’26: 370Q1 ’26Q2 ’26: 18filingsflow.com
Total reported value
Q4 ’18: $11.0BQ4 ’18Q1 ’19: $10.8BQ2 ’19: $8.8BQ2 ’19Q3 ’19: $5.1BQ2 ’21: $6.8BQ2 ’21Q4 ’21: $7.3BQ4 ’22: $1.1BQ4 ’22Q4 ’25: $3.4BQ1 ’26: $3.6BQ1 ’26Q2 ’26: $40Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lightrock Netherlands B.V.$468M AUM6.56%$31M422.3KQ1 2026OLDER
Paradiem, LLC$454M AUM1.88%$8M118.9KQ4 2025OLDER
1492 Capital Management LLC$263M AUM1.38%$4M48.1KQ1 2026OLDER
Ballast Asset Management, LP$225M AUM1.37%$3M40.7KQ1 2026OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM1.35%$70M925.3KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.98%$238M3.16MQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.89%$8M106.9KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.83%$17M224.7KQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.83%$40M524.3KQ3 2025OLDER
Cascade Investment Advisors, Inc.$169M AUM0.76%$1M17.1KQ1 2026OLDER
Riverwater Partners LLC$300M AUM0.62%$2M24.5KQ1 2026OLDER
Donald L. Hagan, LLC$204M AUM0.58%$1M15.6KQ3 2025OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.56%$1M18.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.54%$10M129.1KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.52%$154M2.05MQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.48%$40M536.7KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.43%$695,6389.2KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.41%$24M313.0KQ1 2026OLDER
Sensible Financial Planning & Management, LLC.$551M AUM0.34%$2M25.0KQ3 2025OLDER
Aureus Asset Management, LLC$1.5B AUM0.34%$5M67.1KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.28%$18M202.3KQ2 2026
MQS Management LLC$148M AUM0.24%$350,3424.7KQ1 2026OLDER
JMN Financial LLC$102M AUM0.21%$218,0222.9KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.21%$21M286.0KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.21%$861,99811.4KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.20%$5M72.2KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.20%$773,0868.5KQ2 2026
Severin Investments, LLC$116M AUM0.19%$220,5893.3KQ4 2025OLDER
Polaris Capital Management, LLC$1.2B AUM0.18%$2M28.5KQ1 2026OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.17%$2M21.9KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.13%$223,7623.0KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.13%$5M65.6KQ3 2025OLDER
Gallacher Capital Management LLC$261M AUM0.11%$276,9913.6KQ3 2025OLDER
Verity Asset Management, Inc.$238M AUM0.11%$248,6163.8KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.10%$2M24.0KQ1 2026OLDER
Mengis Capital Management, Inc.$581M AUM0.10%$564,8257.5KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.10%$470,5376.2KQ1 2026OLDER
Lakeridge Wealth Management LLC$233M AUM0.09%$213,5042.8KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.09%$344,7354.5KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.09%$169M2.24MQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.08%$8M107.0KQ3 2025OLDER
Curat Global, LLC$102M AUM0.07%$75,3101.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.07%$79M1.05MQ1 2026OLDER
Montis Financial, LLC$484M AUM0.07%$352,9034.7KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.07%$2M31.1KQ1 2026OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.06%$1M15.0KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.06%$607,2258.1KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.06%$211,1152.8KQ3 2025OLDER
Integrated Investment Consultants, LLC$471M AUM0.06%$275,1083.7KQ2 2026
Fiera Capital Corp$29.2B AUM0.06%$17M225.5KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.06%$672,21210.1KQ4 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.06%$207,1032.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.06%$3M42.4KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.05%$304,4854.0KQ3 2025OLDER
DGS Capital Management, LLC$609M AUM0.05%$321,6494.3KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$73,523976.3KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.05%$1M17.0KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.05%$269M3.57MQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.05%$751,9829.9KQ3 2025OLDER
SkyOak Wealth, LLC$546M AUM0.05%$256,3553.4KQ1 2026OLDER
Baldwin Investment Management, LLC$856M AUM0.05%$393,8715.2KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$211,6962.8KQ1 2026OLDER
NWAM LLC$1.7B AUM0.04%$769,66810.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$4M50.4KQ1 2026OLDER
1ST SOURCE BANK$1.9B AUM0.04%$838,05011.1KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$513,6336.8KQ1 2026OLDER
First Bank & Trust$680M AUM0.04%$244,9573.2KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.04%$28M366.3KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$653,7668.7KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.04%$233,5363.1KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.04%$988,65013.0KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.04%$25M338.1KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.03%$595,5517.9KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$348,7614.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$1M13.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$18M233.7KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$282,8643.8KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.03%$90,3721.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$64M851.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$40,611534Q3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$131M1.74MQ1 2026OLDER
Hilltop National Bank$468M AUM0.03%$124,9681.4KQ2 2026
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.03%$278,6473.7KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$562,2647.5KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.03%$161,9172.1KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.03%$7M90.1KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.03%$16M212.4KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.02%$207,7802.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$2M25.8KQ4 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.02%$64,993863Q1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$1M15.0KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.02%$4M55.7KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.02%$992,96213.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.02%$3M39.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M53.2KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M15.1KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$206,0602.7KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M25.0KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.02%$688,78210.4KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M39.4KQ2 2026
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.02%$890,01311.8KQ1 2026OLDER
Heritage Financial Services, LLC$1.2B AUM0.02%$205,8682.7KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$4M49.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M14.3KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.02%$26,434351Q1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$10M136.7KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$213,0522.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.02%$722,3749.6KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M20.0KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$144,0681.9KQ1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM0.02%$289,7513.8KQ3 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$5M64.0KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.02%$577,8497.6KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M43.8KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$12M163.4KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M22.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M16.1KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$881,05211.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$174,7192.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$564,1098.5KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$235M3.12MQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$20,990276Q3 2025OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.01%$309,1484.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$7M91.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M18.2KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$282,4503.7KQ3 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$2M24.7KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.01%$3M43.0KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$282,8643.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M15.1KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$727,55611.0KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$356,0674.7KQ1 2026OLDER
Florida Trust Wealth Management Co$3.6B AUM0.01%$387,1695.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$13M166.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$806,87110.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$117,6121.3KQ2 2026
Vise Technologies, Inc.$5.1B AUM0.01%$276,8223.6KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$861,92311.4KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.01%$3M42.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$957,94312.7KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.01%$17,021226Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M14.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M27.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$351,3964.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$14M183.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$48M634.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$498M6.62MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$56M745.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M28.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$114M1.52MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$6M80.7KQ1 2026OLDER
BOKF, NA$6.5B AUM0.01%$528,9027.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$3M44.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$11M148.6KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$248,6743.3KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$608,3849.2KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$13M169.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$16M214.8KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.01%$605,5688.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M26.9KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$48M640.1KQ1 2026OLDER
Founders Capital Management$205M AUM0.01%$15,062200Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$195,1722.1KQ2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M177.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$27M363.4KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.01%$163,8442.5KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M49.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$987,84113.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$10M129.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M22.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$294,4633.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M14.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M15.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$102M1.35MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$48M631.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$552,9567.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$534,4037.0KQ3 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$16,973223Q3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M19.3KQ3 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.01%$458,1866.1KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$7,757103Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$393M5.93MQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$948,33414.3KQ4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.01%$14,234189Q1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.01%$8,322109Q3 2025OLDER
FMR LLC$1.90T AUM0.01%$103M1.36MQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$35M462.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$3M43.2KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.01%$29,355386Q3 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$153M2.03MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M20.6KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$3M43.1KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$455,0606.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$3M46.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M63.4KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$985,35613.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M13.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.00%$946,27012.6KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$888,43211.8KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$30,425404Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$163,3482.2KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$8M104.7KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$2M20.8KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.00%$582,3727.7KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$331,3644.4KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$373,3125.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M104.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$175M2.32MQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$289,1153.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$36,525485.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M42.9KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$4,74563Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$560,9097.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$17M227.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$193,9992.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M46.5KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$60,248800Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$14M180.8KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$6,55287Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$8,26591Q2 2026
UBS Group AG$666.3B AUM0.00%$22M287.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M49.0KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M30.7KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M221.5KQ2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M48.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M35.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$52M786.3KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$7,45699Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$989,27213.1KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$4,97066Q1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M16.4KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$351,9244.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$330,0024.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$511,6286.8KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$447,6025.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M34.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$11M146.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M21.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$6M82.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M32.0KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.00%$221,7122.9KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$9,582126Q3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$377,0775.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M15.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$243,8983.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$138,7961.8KQ2 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$2M20.2KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$9M118.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M13.9KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$13,256200Q4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$81,8621.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M28.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$583,2648.8KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$386,6785.8KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$446,9655.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$19M251.5KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$12,442137Q2 2026
PEAK6 LLC$42.6B AUM0.00%$1M18.8KQ3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$4,04361Q4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M94.3KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$22,668301Q1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$205,4023.1KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M13.9KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$924,43012.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$561,0607.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$238,4933.1KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$811,38510.7KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$3,76650Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$44,870594Q1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.00%$5,37471Q3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$346,9884.6KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$10,393138Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7M94.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$823,11710.9KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$351,2845.3KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$84,7961.1KQ3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2,10928Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$142,6751.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M76.3KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$25,304336Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$923,54212.3KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$4,64070Q4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M31.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$329,1724.3KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M50.5KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$2,68636Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$15,590207Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,63518Q2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M49.6KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$233,5043.5KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$23,271309Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$219,9082.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$50,684673Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$847,08711.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$715,3819.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$2,02527Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$32,834436Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$1,06514Q3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M80.4KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$3,46546Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$58,365775Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$430,9995.7KQ1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$22,211292Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$94,2131.3KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$60,022797Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M23.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$677,2639.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$3,84458Q2 2026
Global X Japan Co., Ltd.$1.9B AUM0.00%$15,890211Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$59,796794Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,46446Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M14.5KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,35618Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$671,5398.9KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$239,9203.2KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$1892.5KQ3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$392,5915.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$642,0938.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$255,9793.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$23,196308Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M17.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M132.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$5,72476Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$214,9732.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$32,809495Q4 2025OLDER
STRS OHIO$25.2B AUM0.00%$135,5581.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M29.6KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,31444Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$316,6794.2KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,86238Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$477,0496.3KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$6,17582Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$325,0814.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$117,2581.6KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$4,51960Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,73223Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$692,8529.2KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$15,621172Q2 2026
Larson Financial Group LLC$3.1B AUM0.00%$11,484151Q3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$211,9982.8KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$75,366991Q3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$347,0984.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$271,9703.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,71236Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$374,1405.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$392,9045.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,10928Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M38.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M24.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$84,4981.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$227,2863.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$709,1199.4KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,01240Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$382,2785.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$354,5594.7KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,20616Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$227,2863.0KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,20516Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M13.3KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$119,9311.6KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$79,6691.2KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$1,52423Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$614,6808.2KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$72911Q4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$82811Q1 2026OLDER
Investors Research Corp$523M AUM0.00%$1,05414Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$17,263227Q3 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$526,1917.0KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$8,736116Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,65722Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$1,81924Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,80724Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$61,001810Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$267,3193.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$26,133347Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$5287Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$3775Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$5,12168Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,48633Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,13015Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,03414Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$234,9053.1KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$2293Q3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,58221Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$90412Q1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$4526Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,05414Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$2,65240Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,23843Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$75,235999Q1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$4526Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$33,140500Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$19,204255Q1 2026OLDER
Amundi$367.1B AUM0.00%$274,5803.6KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$92814Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$38,361509Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$86611Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$6849Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$481,9846.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1502Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$1,43119Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$106,1141.6KQ4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$1,13015Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$6789Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$75310Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$1322Q4 2025OLDER
NATIXIS$28.0B AUM0.00%$9,887130Q3 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$13,631181Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$1,86025Q1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$1,00018Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$661Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,14115Q3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$751Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$951Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$4,06754Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$5,64875Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$25,078333Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$4545Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$7,291110Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$751Q1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$1532Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,78637Q2 2026
First Command Advisory Services, Inc.$14.8B AUM0.00%$1,28017Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$761Q3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$82811Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1,28017Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$9,263123Q2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1512Q1 2026OLDER
Erste Asset Management GmbH$10.8B AUM$00Q4 2025OLDER

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