CMRECOSTAMARE INC
CUSIP Y1771G102 · Yahoo Finance ↗ · Google Finance ↗
Costamare Inc (CMRE) has 186 institutional holders in Filings Flow’s 13F database, together reporting 37.93M shares worth $640M as of Q1 2026. The largest reported holders are Dimensional Fund Advisors LP, Blackrock, Inc., and Acadian Asset Management LLC.
Institutional Holders
186
Q1 2026
Reported Value
$640M
Ticker
CMRE
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.03% | $121M | 7.18M | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $73M | 4.30M | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.07% | $53M | 3.13M | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $24M | 1.40M | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.40% | $20M | 1.17M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $18M | 1.04M | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $17M | 1.02M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $17M | 1.01M | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 986.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17M | 979.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $16M | 995.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $14M | 815.5K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $14M | 855.3K | Q4 2025OLDER |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.02% | $12M | 734.6K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $12M | 682.5K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 588.7K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $9M | 547.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 520.4K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $8M | 492.3K | Q1 2026 |
| GLOBEFLEX CAPITAL L P$661M AUM | 1.21% | $8M | 474.4K | Q1 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $8M | 474.0K | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.02% | $7M | 400.5K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $7M | 393.3K | Q1 2026 |
| DENALI ADVISORS LLC$900M AUM | 0.73% | $7M | 390.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 388.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 354.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.23% | $5M | 345.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 322.6K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $5M | 322.2K | Q1 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.10% | $5M | 284.3K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 270.8K | Q1 2026 |
| Kendall Capital Management$488M AUM | 0.89% | $4M | 257.7K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 250.9K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.14% | $4M | 250.7K | Q1 2026 |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.06% | $4M | 244.4K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $4M | 230.8K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 225.7K | Q1 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.04% | $4M | 221.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 219.1K | Q1 2026 |
| Informed Momentum Co LLC$866M AUM | 0.41% | $4M | 211.5K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $3M | 188.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 183.6K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.07% | $3M | 169.2K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 156.8K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.15% | $3M | 151.3K | Q1 2026 |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.73% | $2M | 156.7K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 142.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 142.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 134.0K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 131.9K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 237.0K | Q2 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 126.5K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 126.2K | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $2M | 115.4K | Q1 2026 |
| LSV ASSET MANAGEMENT$46.4B AUM | 0.00% | $2M | 95.8K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $2M | 93.9K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 88.0K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 87.8K | Q1 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.01% | $1M | 87.0K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $1M | 86.5K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $1M | 84.0K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 83.9K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $1M | 76.6K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 73.7K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.04% | $1M | 72.4K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $1M | 71.8K | Q1 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.05% | $1M | 71.6K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 64.6K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.07% | $1M | 64.6K | Q1 2026 |
| Summit X, LLC$0 AUM | 0.20% | $1M | 119.8K | Q2 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 62.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 62.4K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.00% | $1M | 66.0K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 60.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $993,555 | 58.8K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $965,616 | 57.1K | Q1 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $908,207 | 53.7K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $905,000 | 53.5K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $896,872 | 56.8K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $887,977 | 52.5K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $854,971 | 50.6K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $814,360 | 48.2K | Q1 2026 |
| Unison Advisors LLC$1.3B AUM | 0.06% | $781,710 | 46.3K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.13% | $769,767 | 45.5K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $734,172 | 46.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $681,859 | 40.3K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $652,340 | 38.6K | Q1 2026 |
| State of Wyoming$844M AUM | 0.07% | $624,354 | 36.9K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.02% | $598,852 | 35.4K | Q1 2026 |
| Versor Investments LP$41M AUM | 0.10% | $593,744 | 65.2K | Q2 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $591,923 | 35.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $588,509 | 34.8K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $581,770 | 34.4K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $570,000 | 33.7K | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.09% | $566,167 | 33.5K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $559,559 | 33.1K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $553,374 | 32.7K | Q1 2026 |
| Integrated Quantitative Investments LLC$551M AUM | 0.16% | $543,976 | 59.7K | Q2 2025OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $516,244 | 30.5K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $511,529 | 30.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $491,063 | 29.1K | Q1 2026 |
| PDT Partners, LLC$1.7B AUM | 0.03% | $466,836 | 39.2K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $463,900 | 27.4K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $456,484 | 26.9K | Q1 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.16% | $432,581 | 25.4K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $422,765 | 25.0K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $415,152 | 45.6K | Q2 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $408,591 | 24.2K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $395,058 | 23.4K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $372,739 | 23.6K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $351,250 | 20.8K | Q1 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $349,000 | 20.6K | Q1 2026 |
| Cornerstone Investment Partners, LLC$2.4B AUM | 0.01% | $339,031 | 20.1K | Q1 2026 |
| Petrus Trust Company, LTA$915M AUM | 0.03% | $333,781 | 36.6K | Q2 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.04% | $333,659 | 28.0K | Q3 2025OLDER |
| NJ State Employees Deferred Compensation Plan$0 AUM | 0.04% | $333,480 | 28.0K | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $305,704 | 18.1K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $287,976 | 17.0K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $287,418 | 17.0K | Q1 2026 |
| Moran Wealth Management, LLC$3.3B AUM | 0.01% | $281,672 | 16.7K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $278,946 | 17.7K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $277,984 | 16.4K | Q1 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.03% | $269,055 | 15.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $265,492 | 15.4K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $263,251 | 15.6K | Q1 2026 |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $253,635 | 15.0K | Q1 2026 |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $246,000 | 20.6K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $242,971 | 14.4K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $242,964 | 20.4K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $238,200 | 20.0K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $232,186 | 5.5K | Q3 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $231,750 | 13.7K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $231,141 | 13.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $230,516 | 13.6K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $229,000 | 13.6K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $228,594 | 18.6K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $225,598 | 13.3K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.01% | $224,000 | 24.6K | Q2 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $223,067 | 24.5K | Q2 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $219,531 | 13.0K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $212,450 | 12.6K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.05% | $210,704 | 17.7K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $202,670 | 12.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $202,080 | 12.8K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $200,835 | 14.0K | Q3 2025OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $199,143 | 12.6K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $195,499 | 11.6K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $193,792 | 11.5K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $191,984 | 11.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $186,236 | 11.0K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $182,723 | 10.8K | Q1 2026 |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $179,258 | 10.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $176,185 | 11.2K | Q4 2025OLDER |
| Nipun Capital, L.P.$215M AUM | 0.08% | $172,111 | 10.9K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $171,518 | 10.1K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $159,612 | 9.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $157,902 | 13.3K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $156,646 | 9.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $141,615 | 11.9K | Q3 2025OLDER |
| SHERBROOKE PARK ADVISERS LLC$39M AUM | 0.06% | $132,701 | 11.1K | Q3 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.00% | $127,199 | 10.7K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $123,787 | 13.6K | Q2 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.02% | $122,000 | 13.4K | Q2 2025OLDER |
| State of Alaska, Department of Revenue$9.2B AUM | 0.00% | $112,000 | 6.7K | Q1 2026 |
| PharVision Advisers, LLC$10M AUM | 0.14% | $100,474 | 11.0K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $88,655 | 5.2K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $76,287 | 4.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $68,637 | 4.1K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $67,907 | 4.0K | Q1 2026 |
| Founders Capital Management$205M AUM | 0.03% | $67,600 | 4.0K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $63,172 | 3.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $59,657 | 3.5K | Q1 2026 |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.00% | $53,503 | 5.9K | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $42,453 | 2.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $42,000 | 2.5K | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $40,509 | 2.4K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $36,825 | 2.2K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $35,913 | 2.1K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.00% | $34,000 | 2.0K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $30,640 | 1.8K | Q1 2026 |
| WealthCollab, LLC$243M AUM | 0.01% | $27,007 | 1.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $25,519 | 1.5K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $24,792 | 1.5K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $22,000 | 1.4K | Q4 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.01% | $21,760 | 1.8K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $20,956 | 1.2K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $17,318 | 1.9K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $16,343 | 967 | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.01% | $14,112 | 835 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $13,131 | 777 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $12,269 | 726 | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $12,186 | 1.3K | Q2 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $11,318 | 655 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,222 | 664 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $11,170 | 661 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $11,104 | 657 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $10,985 | 650 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $8,889 | 526 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $8,281 | 490 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,129 | 481 | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $7,605 | 450 | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $7,326 | 464 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $7,216 | 427 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,881 | 348 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,831 | 345 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $5,831 | 345 | Q1 2026 |
| Luminist Capital LLC$75M AUM | 0.01% | $5,527 | 350 | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $5,348 | 587 | Q1 2026 |
| T. Rowe Price Investment Management, Inc.$145.2B AUM | 0.00% | $4,000 | 191 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,769 | 223 | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $3,621 | 213 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $3,380 | 200 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $3,000 | 190 | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $2,670 | 158 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,350 | 139 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,274 | 144 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,248 | 133 | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.00% | $2,000 | 112 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,927 | 114 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,843 | 109 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $1,806 | 107 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $1,691 | 142 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,611 | 99 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,564 | 99 | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,538 | 91 | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,310 | 110 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,284 | 76 | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $1,191 | 100 | Q3 2025OLDER |
| Covestor Ltd$144M AUM | 0.00% | $1,000 | 81 | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $778 | 46 | Q1 2026 |
| WealthTrak Capital Management LLC$140M AUM | 0.00% | $638 | 70 | Q2 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $440 | 26 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $321 | 19 | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $305 | 18 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $304 | 18 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $143 | 9 | Q4 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $34 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.