SEC 13F Intelligence

CHCOCITY HLDG CO

CUSIP 177835105 · Yahoo Finance ↗ · Google Finance ↗

City Hldg Co (CHCO) has 233 institutional holders in Filings Flow’s 13F database, together reporting 10.06M shares worth $1.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
233
Q1 2026
Reported Value
$1.2B
Ticker
CHCO
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 118Q4 ’18Q1 ’19: 127Q2 ’19: 132Q2 ’19Q3 ’19: 128Q2 ’21: 132Q2 ’21Q4 ’21: 151Q4 ’22: 178Q4 ’22Q4 ’25: 230Q1 ’26: 233Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $687MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.5BQ2 ’19Q3 ’19: $1.7BQ2 ’21: $2.3BQ2 ’21Q4 ’21: $2.7BQ4 ’22: $320MQ4 ’22Q4 ’25: $1.2BQ1 ’26: $1.2BQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CITY HOLDING CO$800M AUM3.75%$30M251.2KQ1 2026OLDER
BARR E S & CO$1.7B AUM0.90%$15M129.2KQ1 2026OLDER
Nicholson Wealth Management Group, LLC$172M AUM0.86%$1M12.3KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.50%$69M575.1KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM0.44%$3M20.5KQ3 2025OLDER
Leeward Investments, LLC - MA$2.0B AUM0.42%$9M72.1KQ1 2026OLDER
Lanham O'Dell & Company, Inc.$347M AUM0.42%$1M12.3KQ4 2025OLDER
MQS Management LLC$148M AUM0.23%$395,6253.3KQ4 2025OLDER
Kentucky Trust Co$191M AUM0.23%$435,8893.6KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.22%$13M108.3KQ4 2025OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.21%$2M16.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.19%$2M16.2KQ1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM0.19%$2M19.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.16%$380,0743.2KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.13%$149,2811.2KQ1 2026OLDER
Dupree Financial Group, LLC$248M AUM0.13%$354,1433.0KQ4 2025OLDER
Carolina Wealth Advisors, LLC$255M AUM0.12%$303,4802.3KQ2 2026
R Squared Ltd$182M AUM0.12%$254,4922.1KQ4 2025OLDER
Ledgewood Wealth Advisors, LLC$188M AUM0.11%$201,6131.5KQ2 2026
McKinley Carter Wealth Services, Inc.$1.7B AUM0.09%$2M13.8KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.06%$373,3803.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.06%$51M408.1KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.05%$36M304.5KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$514,1754.3KQ1 2026OLDER
SIMA Wealth Partners, LLC$105M AUM0.04%$39,632373Q2 2026
WINTON GROUP Ltd$2.9B AUM0.03%$898,7907.5KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.03%$1M12.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$644,6345.4KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.03%$714,2526.0KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.03%$35,683298Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.03%$443,4193.7KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.03%$79,481665Q1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$3M26.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$30M250.1KQ1 2026OLDER
LBMC INVESTMENT ADVISORS, LLC$1.6B AUM0.02%$358,5603.0KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$6M51.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.02%$3M28.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$10M85.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M9.0KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M13.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$15M127.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$709,5986.0KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M23.9KQ3 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$10M81.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$764,9286.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$438,4183.7KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M25.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$2M14.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$56M470.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M61.7KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$892,0977.5KQ1 2026OLDER
Zhang Financial LLC$2.9B AUM0.01%$318,9892.7KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$684,7305.7KQ1 2026OLDER
Archer Investment Corp$469M AUM0.01%$43,744366Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$59M496.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M21.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$660,3485.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M8.5KQ1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.01%$225,5341.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$624,6125.2KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$352,2252.9KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.01%$37,530314Q1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.01%$262,3462.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$255,8032.1KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$922,8127.7KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.01%$312,0672.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$12M98.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$114M956.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$158,7701.2KQ2 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$817,5176.8KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$555,6814.6KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$458,9573.8KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$226,9301.8KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$7M61.7KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$390,8303.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$252,3072.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$49,362413Q1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$1M10.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$4M31.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$920,1847.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M70.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$140,5561.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$242M2.03MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M41.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$413,6593.5KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$15,657131Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$242,6262.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$329,1232.7KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$437,4433.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$515,2514.3KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$104,567877Q4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$8M66.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$37,007279Q2 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$371,4683.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$6M48.8KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$4M31.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$12M97.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$199M1.67MQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$83M695.6KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$524,5434.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$473,0604.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M11.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$105,178880Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$43M356.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$14M114.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M15.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$18M153.2KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$499,1164.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$60,425504Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$527,0674.3KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M14.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$425,8503.6KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$201,1651.6KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$3M28.6KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$49,601415Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M9.9KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$80,796676Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$335,9712.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$74M615.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$27M228.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M13.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M8.4KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$259,3582.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M12.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M11.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$378,6983.2KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$382,4643.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$24M205.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$779,6296.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$46,016385Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$406,0103.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9M75.9KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$830,7847.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M12.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$11M93.8KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$7,29555Q2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$291,1512.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M37.4KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$243,9402.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$406,2483.4KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$2,12316Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$10M86.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$8M63.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M59.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$299,4742.4KQ3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$25,936217Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$790,5056.6KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$6,81357Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$724,1766.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$15,108122Q3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M34.7KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$52,090437Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$1M11.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$654,1335.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M58.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$11,952100Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M15.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$473,7784.0KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$9,39477Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$369,0783.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$471,1483.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M13.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$784,3256.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M27.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$213,6761.7KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M23.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$761,5816.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M16.9KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,31511Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$2,62222Q2 2026
CITIGROUP INC$234.5B AUM0.00%$1M10.8KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$8377Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M13.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$355,5033.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$27,251228Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M21.6KQ2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$741,0246.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$33,824283Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$5985Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,62922Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,55413Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$1M10.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M13.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$262,1082.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$800,4496.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$691,3045.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$617,5605.2KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$32,598273Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$341,9472.9KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$13,147110Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$10,99692Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M38.0KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$89,879752Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$230,2401.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$6195Q3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$295,0952.5KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,40786Q2 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M9.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,23318.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$239,3992.0KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$150,8341.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M11.3KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$265,2192.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$7186Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$134,7571.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,1159Q3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$293,5412.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,94433Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,27219Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$11,83299Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$267,5782.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$28,724241Q4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$3,70631Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$6,31751Q3 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1191Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$38,964326Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$176,0531.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$2452Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$8,12066Q1 2026OLDER
Amundi$367.1B AUM0.00%$333,9392.8KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$240,8342.0KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$16,351132Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$240,9271.9KQ3 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,46712Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$18,526155Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$250,1402.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$3,70531Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$13,984117Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$205,0181.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$8377Q1 2026OLDER
Quarry LP$558M AUM0.00%$2382Q4 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$11,56297Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$50,437422Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$28,326237Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$5,73748Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$8377Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$9568Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$6,09651Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$3593Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$2482Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$412,5453.5KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$25,099210Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$1201Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$11,83299Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3583Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,0849Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$12,423104Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1331Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,91316Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$8377Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$4774Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,91216Q2 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1201Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1191Q4 2025OLDER

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