SEC 13F Intelligence

CN2CATALYST PHARMACEUTICALS INC

CUSIP 14888U101 · Yahoo Finance ↗ · Google Finance ↗

Catalyst Pharmaceuticals Inc (CN2) has 379 institutional holders in Filings Flow’s 13F database, together reporting 104.44M shares worth $2.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
379
Q1 2026
Reported Value
$2.5B
Ticker
CN2
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 67Q4 ’18Q1 ’19: 69Q2 ’19: 81Q2 ’19Q3 ’19: 97Q2 ’21: 122Q2 ’21Q4 ’21: 149Q4 ’22: 242Q4 ’22Q4 ’25: 367Q1 ’26: 379Q1 ’26Q2 ’26: 20filingsflow.com
Total reported value
Q4 ’18: $53MQ4 ’18Q1 ’19: $315MQ2 ’19: $473MQ2 ’19Q3 ’19: $841MQ2 ’21: $1.5BQ2 ’21Q4 ’21: $1.8BQ4 ’22: $646MQ4 ’22Q4 ’25: $2.4BQ1 ’26: $2.5BQ1 ’26Q2 ’26: $13Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GABLES CAPITAL MANAGEMENT INC.$236M AUM4.45%$11M424.6KQ1 2026OLDER
JW Asset Management, LLC$244M AUM3.95%$10M388.4KQ1 2026OLDER
Ishara Investments LP$106M AUM1.92%$2M82.0KQ1 2026OLDER
Knott David M Jr$168M AUM1.77%$3M120.0KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM1.69%$11M450.6KQ1 2026OLDER
Sidoxia Capital Management, LLC$116M AUM1.52%$2M71.3KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM1.39%$9M381.2KQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM1.15%$98M3.94MQ1 2026OLDER
Bridge City Capital, LLC$361M AUM1.07%$4M155.7KQ1 2026OLDER
THIRD AVENUE MANAGEMENT LLC$616M AUM0.84%$5M210.2KQ1 2026OLDER
Future Fund LLC$284M AUM0.82%$2M94.7KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.68%$3M113.9KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.63%$30M1.20MQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.58%$576,56123.3KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.57%$19M780.6KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.51%$52M2.09MQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.47%$4M155.0KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.46%$11M445.2KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.45%$2M84.0KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.42%$19M747.5KQ1 2026OLDER
Eversept Partners, LP$1.9B AUM0.42%$8M358.2KQ4 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.39%$4M163.6KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM0.37%$2M100.3KQ3 2025OLDER
Wakefield Asset Management LLLP$377M AUM0.34%$1M52.1KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.31%$338,32113.7KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.31%$800,71434.3KQ4 2025OLDER
BFSG, LLC$1.1B AUM0.31%$3M161.1KQ3 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.31%$2M75.7KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.29%$2M78.5KQ4 2025OLDER
Yorktown Management & Research Co Inc$120M AUM0.27%$340,81017.3KQ3 2025OLDER
DIADEMA PARTNERS LP$588M AUM0.25%$985,00050.0KQ3 2025OLDER
New Vernon Capital Holdings II LLC$136M AUM0.25%$334,75513.5KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.24%$3M134.3KQ3 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.23%$2M49.7KQ2 2026
FULCRUM WEALTH ADVISORS, LLC$121M AUM0.22%$270,82510.9KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM0.19%$2M92.5KQ1 2026OLDER
Scientech Research LLC$120M AUM0.18%$520,53326.4KQ3 2025OLDER
Odyssean, LLC$274M AUM0.17%$474,99619.2KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.17%$360,80314.6KQ1 2026OLDER
Fundsmith LLP$12.8B AUM0.16%$21M844.9KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.15%$225,38811.4KQ3 2025OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.15%$3M118.4KQ1 2026OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.15%$578,56318.4KQ2 2026
Hillsdale Investment Management Inc.$3.7B AUM0.14%$5M243.5KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.14%$483,78619.5KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.14%$554,57422.4KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.14%$1M44.8KQ1 2026OLDER
Cladis Investment Advisory, LLC$182M AUM0.14%$248,09510.0KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.13%$3M117.7KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.13%$4M169.0KQ1 2026OLDER
Lifestyle Asset Management, Inc.$306M AUM0.13%$392,92916.8KQ4 2025OLDER
SHAKER INVESTMENTS LLC/OH$220M AUM0.13%$318,86416.2KQ3 2025OLDER
Round Rock Advisors LLC$654M AUM0.12%$803,16532.4KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.12%$457,73818.5KQ1 2026OLDER
MQS Management LLC$148M AUM0.12%$200,07310.2KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.11%$1M53.2KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.11%$367,24014.8KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.11%$238,3409.6KQ1 2026OLDER
Lokken Investment Group LLC$291M AUM0.11%$316,18516.1KQ3 2025OLDER
Ikarian Capital, LLC$1.2B AUM0.10%$1M57.4KQ4 2025OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.10%$198,0808.0KQ1 2026OLDER
Richard P Slaughter Associates Inc$463M AUM0.10%$490,98021.0KQ4 2025OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.10%$677,83027.4KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.09%$834,04133.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.09%$58M2.35MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$587,46825.2KQ4 2025OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.09%$14M568.7KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.09%$3M139.5KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.08%$310,41612.5KQ1 2026OLDER
CIM, LLC$692M AUM0.08%$558,48722.6KQ1 2026OLDER
ADAPT WEALTH ADVISORS, LLC$276M AUM0.08%$222,8409.0KQ1 2026OLDER
Lanham O'Dell & Company, Inc.$347M AUM0.08%$280,08012.0KQ4 2025OLDER
Cynosure Group, LLC$800M AUM0.08%$739,81437.6KQ3 2025OLDER
Ruffer LLP$2.4B AUM0.08%$2M70.8KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.07%$4M177.7KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.07%$623,35825.2KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.07%$14M565.4KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.06%$13M680.2KQ3 2025OLDER
One Capital Management, LLC$3.6B AUM0.06%$2M94.7KQ1 2026OLDER
TRUST CO OF OKLAHOMA$343M AUM0.06%$215,75411.0KQ3 2025OLDER
Perbak Capital Partners LLP$406M AUM0.06%$255,94410.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$457,86218.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.06%$2M67.7KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.06%$148,5606.0KQ1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.06%$302,86412.2KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.06%$1M48.5KQ4 2025OLDER
WESBANCO BANK INC$3.6B AUM0.05%$2M79.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.05%$325,32616.5KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$933,60137.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$102M4.14MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.05%$1M57.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.05%$3M82.5KQ2 2026
INCEPTIONR LLC$415M AUM0.05%$211,9958.6KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$426,16917.2KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.05%$3M138.6KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.05%$3M145.2KQ3 2025OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.05%$729,60831.3KQ4 2025OLDER
Westover Capital Advisors, LLC$543M AUM0.05%$262,92610.6KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$7M300.1KQ4 2025OLDER
Boston Partners$95.5B AUM0.04%$42M1.71MQ1 2026OLDER
Quarry LP$558M AUM0.04%$247,60010.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$740,77029.9KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.04%$380,85815.4KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$13M526.3KQ1 2026OLDER
Financial Life Planners$130M AUM0.04%$52,5822.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$6M223.3KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.04%$12M479.0KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.04%$733,31729.6KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.04%$1M52.1KQ3 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.04%$7M274.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$303,97912.3KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.03%$490,12519.8KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.03%$312,37212.6KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$272,23611.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.03%$19M748.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M152.3KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$18M740.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$533,41222.9KQ4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.03%$2M66.2KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.02%$6M263.4KQ4 2025OLDER
SEB Asset Management AB$23.4B AUM0.02%$6M224.7KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$6M303.1KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.02%$50M2.00MQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$948,11038.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M51.2KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.02%$206,4668.8KQ4 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.02%$28,4741.1KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.02%$33,6241.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M67.1KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$962,14938.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$2M68.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$85M3.43MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.02%$15M761.7KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M55.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$595,75024.1KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.02%$5M273.3KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M102.1KQ2 2026
XML Financial, LLC$1.2B AUM0.02%$197,00010.0KQ3 2025OLDER
Swedbank AB$95.1B AUM0.02%$15M616.1KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.02%$371,12511.8KQ2 2026
Horizon Investments, LLC$8.9B AUM0.02%$1M56.8KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$951,40338.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$4M188.2KQ4 2025OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.02%$334,26013.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$15M589.9KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$386,15715.6KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$257,30610.4KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$21M866.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M56.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$11M425.9KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.01%$233,4879.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$24M955.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M95.0KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$729,38325.9KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$2M70.6KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$3M120.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$3M124.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M44.0KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.01%$7M297.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$10M412.7KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.01%$375,78315.2KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.01%$19,486787Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M62.6KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$517,08720.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$9M373.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.01%$2M100.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M86.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$777,93431.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$17M676.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$3,174136Q4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$654,35726.4KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$417,72616.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M65.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$465M18.77MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$19M787.0KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$2M87.6KQ3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$99,7104.0KQ1 2026OLDER
BOKF, NA$6.5B AUM0.01%$484,92519.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$239,4799.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M71.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$335,30013.5KQ1 2026OLDER
Founders Capital Management$205M AUM0.01%$14,856600Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M73.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$68,4862.8KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.01%$347,85211.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$631,48727.1KQ4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.01%$850,72934.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M117.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$22M889.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$759,71130.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M305.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$520,55421.0KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.01%$23,176936Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$9M346.2KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.01%$282,61111.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M142.4KQ1 2026OLDER
Hilltop National Bank$468M AUM0.01%$28,287900Q2 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M116.2KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$170M6.86MQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$125,6325.1KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.01%$275,35611.1KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$396,16016.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$75M3.04MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$35M1.43MQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$900,92438.6KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$203,3298.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$703,05928.4KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.01%$3M102.4KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.01%$14,856600Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$20M802.6KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.01%$14M563.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$5M201.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M53.9KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5M217.2KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$3M117.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$130,4354.2KQ2 2026
Magnetar Financial LLC$9.8B AUM0.00%$494,94821.2KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$2M61.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$790,76031.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$74M2.97MQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$10,915503Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M142.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.00%$20,7641.1KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$283,27911.4KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.00%$223,0597.1KQ2 2026
STRS OHIO$25.2B AUM0.00%$1M42.0KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$46,0721.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$68M2.93MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$31M1.24MQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M103.3KQ2 2026
Man Group plc$55.1B AUM0.00%$2M85.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$983,88839.7KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$23,547951Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$987,94939.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$327,37713.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M44.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M140.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$24M986.1KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$98,2484.0KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$563,46322.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$707,44328.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$8,642349Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M229.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$61M2.48MQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$656,68526.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$127M5.12MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$17M682.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$310,98612.6KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$203,8288.7KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$26M1.03MQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M84.6KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M44.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M107.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M53.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$19M752.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$197M8.43MQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$10M419.5KQ1 2026OLDER
SMA Capital LLC$232M AUM0.00%$6,487262Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$498,17120.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$380,38815.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$24M962.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$655,20026.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$49,5942.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M228.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$16M631.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$10M416.7KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$527,80921.3KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$621,70826.6KQ4 2025OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$3,367136Q1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$406,79317.4KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M45.3KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$301,35412.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$208,4308.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M134.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$19,152773.4KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$51,8972.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$8,493343Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M51.9KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M62.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M44.5KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$664,58326.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$696,77128.1KQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$7,923320Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$17,505750Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$15M588.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$349,95814.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M49.4KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$3,804163Q4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M77.1KQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$3,940200Q3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$896,04136.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M269.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M58.6KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$370,45915.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$532,21621.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$267,22011.4KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$46,0781.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M63.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$35,3821.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7M280.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$6M249.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$838,99333.9KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.00%$1,970100Q3 2025OLDER
Millstone Evans Group, LLC$167M AUM0.00%$2,22890Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$14,866473Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M162.8KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$12,380500Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,952200Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$44,0331.4KQ2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$702,39728.4KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$29,7371.2KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$7,602307Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M54.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$549,83922.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$790,90931.9KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$6,140248Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$54,2242.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$49,5202.0KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2,476100Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$504,98020.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M119.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$9,805396Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$329,92713.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$488,07019.7KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,98180Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M70.7KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$469,52419.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M118.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$57,5922.3KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$2,10190Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$131,8725.3KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$8,591347Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$14,818597Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$11M466.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M107.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$652,01126.3KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$2M82.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$644,86127.6KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M155.2KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$445,92718.0KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$260,94610.5KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$96639Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M45.9KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$418,07116.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M40.5KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,625106Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$41,3591.8KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$490,57019.8KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$18,719756Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$14,006589Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,095125Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$24,231970Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$284,24511.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$133,2345.4KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$99140Q1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$780,61339.6KQ3 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$57023Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$5,818235Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$826,40433.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M71.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$348,61514.9KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$43,2611.7KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$5,910300Q3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,53662Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$891,95436.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M80.7KQ2 2026
FMR LLC$1.90T AUM0.00%$7M276.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$238,8849.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$11,069447Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,60983Q2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$246,1899.9KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$177,2827.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$44618Q1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$110,9894.6KQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$912,18336.8KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$209,6399.0KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$16,862681Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$9,052288Q2 2026
Guerra Advisors Inc$271M AUM0.00%$63032Q3 2025OLDER
Bangor Savings Bank$1.4B AUM0.00%$3,143100Q2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$354,06814.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$1M46.8KQ1 2026OLDER
Amundi$367.1B AUM0.00%$779,02331.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$249,45710.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$12,108489Q1 2026OLDER
Davis Capital Management$169M AUM0.00%$2839Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$95,4844.1KQ4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$64426Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$261,31710.6KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$26,4431.1KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$52021Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,119140Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$277,36111.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$18,174734Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$4,481192Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$64,0792.6KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$43422Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$44618Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$142,1786.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$94,3603.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,98180Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$44,2951.8KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$58,8772.4KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1175Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,65967Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$3,268132Q1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$1896Q2 2026
JPL Wealth Management, LLC$435M AUM0.00%$1245Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1245Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1575Q2 2026
Turning Point Benefit Group, Inc.$157M AUM0.00%$462Q4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$1496Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$35518Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$4,146167Q1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$251Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$3,962160Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$74938Q3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,36255Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$58923Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$502Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$32213Q2 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$753Q1 2026OLDER
Grey Fox Wealth Advisors, LLC$637M AUM0.00%$201Q3 2025OLDER
Concord Wealth Partners$770M AUM0.00%$231Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$7,171364Q3 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$251Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$231Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$251Q1 2026OLDER
NFSG Corp$608M AUM0.00%$70Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$502Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,33754Q1 2026OLDER

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