SEC 13F Intelligence

CNRCANADIAN NATL RY CO

CUSIP 136375102 · Yahoo Finance ↗ · Google Finance ↗

Canadian Natl Ry Co (CNR) has 823 institutional holders in Filings Flow’s 13F database, together reporting 400.70M shares worth $40.7B as of Q1 2026. The largest reported holders are Gates Foundation Trust, Royal Bank Of Canada, and Vanguard Group Inc.

Institutional Holders
823
Q1 2026
Reported Value
$40.7B
Ticker
CNR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 576Q4 ’18Q1 ’19: 592Q2 ’19: 589Q2 ’19Q3 ’19: 592Q2 ’21: 663Q2 ’21Q4 ’21: 723Q4 ’22: 741Q4 ’22Q4 ’25: 797Q1 ’26: 823Q1 ’26Q2 ’26: 49filingsflow.com
Total reported value
Q4 ’18: $37.6BQ4 ’18Q1 ’19: $25.6BQ2 ’19: $27.2BQ2 ’19Q3 ’19: $55.9BQ2 ’21: $64.6BQ2 ’21Q4 ’21: $76.3BQ4 ’22: $36.7BQ4 ’22Q4 ’25: $39.4BQ1 ’26: $40.7BQ1 ’26Q2 ’26: $71Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GATES FOUNDATION TRUST$31.7B AUM16.82%$5.3B51.83MQ1 2026OLDER
Troy Asset Management Ltd$3.4B AUM8.49%$285M2.63MQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM5.58%$30M287.4KQ1 2026OLDER
Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM5.43%$75M733.2KQ1 2026OLDER
Burkett Asset Management Ltd$101M AUM5.30%$5M52.3KQ1 2026OLDER
Canoe Financial LP$7.3B AUM4.81%$353M3.43MQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM4.75%$62M606.0KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM4.60%$837M8.87MQ3 2025OLDER
Ravenstone Capital Management Inc.$200M AUM4.52%$9M88.2KQ2 2026
Bornite Capital Management LP$595M AUM4.38%$47M500.0KQ3 2025OLDER
Heronetta Management, L.P.$110M AUM4.19%$7M53.4KQ4 2025OLDER
Rempart Asset Management Inc.$475M AUM3.98%$19M184.6KQ1 2026OLDER
Clean Energy Transition LLP$1.5B AUM3.94%$47M478.2KQ4 2025OLDER
VANTAGE WEALTH$463M AUM3.81%$18M178.3KQ4 2025OLDER
Coleford Investment Management Ltd.$408M AUM3.68%$15M146.2KQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM3.60%$4M42.9KQ1 2026OLDER
Cardinal Capital Management, Inc.$3.7B AUM3.28%$122M1.19MQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM3.09%$1.9B18.78MQ1 2026OLDER
HARDING LOEVNER LP$9.7B AUM3.01%$292M2.84MQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM2.89%$53M515.4KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM2.82%$99M961.4KQ1 2026OLDER
Lorne Steinberg Wealth Management Inc.$422M AUM2.78%$12M114.0KQ1 2026OLDER
Findlay Park Partners LLP$7.2B AUM2.70%$194M1.89MQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM2.61%$30M296.4KQ1 2026OLDER
WEYBOSSET RESEARCH & MANAGEMENT LLC$347M AUM2.56%$9M86.5KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM2.54%$8M80.5KQ1 2026OLDER
Summerhill Capital Management lnc.$115M AUM2.48%$3M27.6KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM2.46%$82M844.9KQ1 2026OLDER
Ausbil Investment Management Ltd$201M AUM2.42%$5M47.1KQ1 2026OLDER
MUFG SECURITIES (CANADA), LTD.$3.5B AUM2.39%$83M809.4KQ1 2026OLDER
YCG, LLC$1.1B AUM2.39%$26M257.1KQ1 2026OLDER
Delaney Dennis R$282M AUM2.27%$6M62.4KQ1 2026OLDER
TCI Fund Management Ltd$45.2B AUM2.24%$1.0B9.85MQ1 2026OLDER
Fiera Capital Corp$29.2B AUM2.18%$636M6.19MQ1 2026OLDER
Guardian Partners Inc.$1.2B AUM2.14%$26M249.9KQ1 2026OLDER
NICOLA WEALTH MANAGEMENT LTD.$833M AUM2.08%$17M168.6KQ1 2026OLDER
Franklin, Parlapiano, Turner & Welch, LLC$442M AUM2.00%$9M74.3KQ2 2026
SOMERVILLE KURT F$379M AUM1.89%$7M69.6KQ1 2026OLDER
Addenda Capital Inc.$3.6B AUM1.85%$66M460.0KQ1 2026OLDER
Ninepoint Partners LP$904M AUM1.82%$16M121.5KQ4 2025OLDER
PCJ Investment Counsel Ltd.$352M AUM1.82%$6M62.3KQ1 2026OLDER
Douglass Winthrop Advisors, LLC$5.5B AUM1.80%$98M954.3KQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM1.79%$6M56.1KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM1.77%$1.9B18.68MQ1 2026OLDER
Patrick Mauro Investment Advisor, INC.$199M AUM1.76%$3M34.0KQ1 2026OLDER
Elefante Mark B$182M AUM1.75%$3M31.0KQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM1.74%$108M1.05MQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM1.71%$4M43.3KQ1 2026OLDER
Banque de Luxembourg S.A.$212M AUM1.71%$4M30.4KQ2 2026
SCOTIA CAPITAL INC.$24.3B AUM1.65%$402M3.92MQ1 2026OLDER
Kensington Investment Counsel, LLC$208M AUM1.64%$3M33.2KQ1 2026OLDER
Partners Group Holding AG$1.4B AUM1.60%$29M307.0KQ3 2025OLDER
Dixon Mitchell Investment Counsel Inc.$2.9B AUM1.60%$46M448.4KQ1 2026OLDER
PUZO MICHAEL J$343M AUM1.58%$5M52.7KQ1 2026OLDER
L. Roy Papp & Associates, LLP$867M AUM1.56%$14M131.5KQ1 2026OLDER
Broderick Brian C$542M AUM1.55%$8M81.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM1.54%$934M9.08MQ1 2026OLDER
DKRT Investments Corp.$395M AUM1.53%$6M58.7KQ1 2026OLDER
Hendershot Investments Inc.$744M AUM1.47%$11M106.3KQ1 2026OLDER
Farrow Financial, Inc.$176M AUM1.44%$3M24.8KQ1 2026OLDER
WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM1.44%$18M171.6KQ1 2026OLDER
Notis-McConarty Edward$201M AUM1.43%$3M28.0KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM1.41%$6M54.9KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM1.41%$392M3.84MQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM1.40%$140M1.27MQ1 2026OLDER
Costello Asset Management, INC$289M AUM1.39%$4M39.2KQ1 2026OLDER
FIL Ltd$128.7B AUM1.35%$1.7B16.84MQ1 2026OLDER
Verity & Verity, LLC$1.3B AUM1.33%$18M173.1KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM1.27%$430M4.18MQ1 2026OLDER
DAVIS-REA LTD.$384M AUM1.27%$5M47.4KQ1 2026OLDER
First Long Island Investors, LLC$1.2B AUM1.25%$15M150.4KQ1 2026OLDER
Kidder Stephen W$340M AUM1.25%$4M41.4KQ1 2026OLDER
Tacita Capital Inc$169M AUM1.18%$2M19.4KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM1.14%$43M421.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM1.09%$471M4.58MQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM1.08%$903M8.78MQ1 2026OLDER
BCV Asset Management Inc.$2.9B AUM1.08%$31M306.8KQ1 2026OLDER
Harrington Investments, INC$190M AUM1.07%$2M19.8KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM1.05%$28M269.3KQ1 2026OLDER
Hemenway Trust Co LLC$1.2B AUM1.03%$13M124.7KQ1 2026OLDER
Dempze Nancy E$182M AUM1.03%$2M18.3KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM1.02%$44M426.9KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM1.01%$1.2B12.13MQ1 2026OLDER
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM1.00%$3M33.4KQ1 2026OLDER
Stamos Capital Partners, L.P.$640M AUM0.98%$6M61.2KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.93%$6M60.0KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.92%$377M3.67MQ1 2026OLDER
FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM0.90%$5M53.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.88%$25M245.8KQ1 2026OLDER
Tudor Financial Inc.$196M AUM0.87%$2M16.6KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.87%$534M5.17MQ1 2026OLDER
COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM0.87%$18M192.4KQ3 2025OLDER
Murchinson Ltd.$791M AUM0.86%$7M66.4KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.86%$2M17.8KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.85%$14M135.1KQ1 2026OLDER
Barnett & Company, Inc.$129M AUM0.83%$1M10.4KQ1 2026OLDER
SIG North Trading, ULC$5.0B AUM0.82%$41M399.0KQ1 2026OLDER
Virtus Family Office LLC$117M AUM0.81%$951,9599.3KQ1 2026OLDER
Sciencast Management LP$785M AUM0.80%$6M61.5KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.78%$22M215.5KQ1 2026OLDER
JLB & ASSOCIATES INC$696M AUM0.77%$5M52.5KQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.77%$2M22.6KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM0.77%$82M845.5KQ3 2025OLDER
Strong Tower Advisory Services$531M AUM0.75%$4M38.7KQ1 2026OLDER
Act Two Investors LLC$453M AUM0.75%$3M33.0KQ1 2026OLDER
Taproot Management LP$530M AUM0.72%$4M37.2KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.68%$16M159.7KQ1 2026OLDER
Adalta Capital Management LLC$209M AUM0.67%$1M13.7KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.67%$925,9589.0KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.66%$3M25.2KQ2 2026
Altrafin AG$290M AUM0.64%$2M18.0KQ1 2026OLDER
ICW Investment Advisors LLC$277M AUM0.63%$2M16.9KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.61%$686M6.69MQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.59%$17M162.4KQ1 2026OLDER
SATURNA CAPITAL CORP$7.1B AUM0.58%$41M400.3KQ1 2026OLDER
KWMG, LLC$1.4B AUM0.57%$8M66.6KQ2 2026
Expressive Wealth LLC$105M AUM0.57%$595,2805.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.55%$46M452.0KQ1 2026OLDER
Canandaigua National Trust Co of Florida$125M AUM0.55%$686,7096.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.54%$1.4B14.07MQ1 2026OLDER
Timelo Investment Management Inc.$127M AUM0.53%$1M15.0KQ4 2025OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.52%$1M13.3KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.50%$5M48.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.50%$2.8B27.55MQ1 2026OLDER
Minot DeBlois Advisors LLC$110M AUM0.48%$533,6625.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.48%$12M115.0KQ1 2026OLDER
Callahan Advisors, LLC$1.2B AUM0.48%$6M55.9KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.47%$540M5.25MQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.47%$78M759.3KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.46%$1M11.0KQ1 2026OLDER
Old West Investment Management, LLC$923M AUM0.46%$4M41.0KQ1 2026OLDER
Corient IA LLC$106M AUM0.45%$479,9364.7KQ1 2026OLDER
Motley Fool Wealth Management, LLC$884M AUM0.45%$4M38.6KQ1 2026OLDER
Sustainable Insight Capital Management, LLC$298M AUM0.43%$1M12.5KQ1 2026OLDER
Caldwell Investment Management Ltd.$255M AUM0.43%$1M10.8KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.42%$21M205.4KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.40%$7M64.9KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.39%$67M646.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.39%$453M4.40MQ1 2026OLDER
Union Heritage Capital, LLC$269M AUM0.39%$1M10.1KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.38%$60M580.0KQ1 2026OLDER
SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM0.38%$3M25.0KQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.38%$482,5335.1KQ3 2025OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.38%$33M336.8KQ4 2025OLDER
Private Capital Advisors, Inc.$872M AUM0.38%$3M31.9KQ1 2026OLDER
PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM0.37%$25M241.3KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.37%$415,7054.0KQ1 2026OLDER
SCHARF INVESTMENTS, LLC$3.2B AUM0.36%$12M114.7KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.35%$2M21.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.35%$1.1B3.75MQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.35%$144M1.41MQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.35%$924,9309.0KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.35%$486,6164.7KQ1 2026OLDER
Banque Transatlantique SA$4.2B AUM0.35%$15M140.7KQ1 2026OLDER
Nordwand Advisors, LLC$572M AUM0.34%$2M19.0KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.33%$74M534.8KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.33%$3M28.6KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.33%$5M55.3KQ4 2025OLDER
CHEMUNG CANAL TRUST CO$494M AUM0.32%$2M15.6KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.32%$226M2.19MQ1 2026OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.32%$874,2648.5KQ1 2026OLDER
Kampmann Melissa S.$125M AUM0.31%$386,9293.8KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.31%$839,2708.9KQ3 2025OLDER
MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM0.30%$20M195.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.30%$462M4.49MQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.29%$2M23.5KQ1 2026OLDER
NIA IMPACT ADVISORS, LLC$225M AUM0.28%$636,7326.2KQ1 2026OLDER
Foresight Global Investors, Inc.$154M AUM0.28%$423,9264.1KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.28%$3M25.6KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.27%$10M96.6KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.27%$6M63.1KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.27%$6M59.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.26%$486M4.73MQ1 2026OLDER
Broyhill Asset Management, LLC$108M AUM0.26%$282,7202.8KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.26%$365,7583.6KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.26%$390,8353.8KQ1 2026OLDER
Cumberland Partners Ltd$1.3B AUM0.26%$3M33.0KQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.26%$13M127.1KQ1 2026OLDER
Atwater Malick LLC$370M AUM0.25%$937,3659.1KQ1 2026OLDER
Chancellor Financial Group WB LP$141M AUM0.25%$355,8003.5KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.25%$144M1.40MQ1 2026OLDER
Numerai GP LLC$997M AUM0.25%$3M24.3KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.25%$635,6986.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.24%$740M7.21MQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.24%$4M37.6KQ1 2026OLDER
DIVIDEND ASSETS CAPITAL, LLC$501M AUM0.23%$1M11.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.23%$5M48.2KQ4 2025OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.23%$504,4224.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.22%$1.2B11.52MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.22%$34M329.8KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.22%$3M25.9KQ1 2026OLDER
BCM ADVISORS, LLC$507M AUM0.22%$1M10.1KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.22%$5M49.3KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.22%$520,8385.1KQ1 2026OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.21%$6M61.6KQ4 2025OLDER
Mystic Asset Management, Inc.$431M AUM0.21%$924,9309.0KQ1 2026OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM0.21%$656,6316.0KQ1 2026OLDER
ROBERTS GLORE & CO INC /IL/$364M AUM0.20%$736,4507.2KQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.20%$1M11.0KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.20%$50M488.7KQ1 2026OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.20%$405,9424.0KQ1 2026OLDER
Ponta Wealth Partners, LLC$124M AUM0.20%$246,6482.4KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.19%$13M127.7KQ1 2026OLDER
Harbour Trust & Investment Management Co$943M AUM0.19%$2M17.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.19%$57M554.9KQ1 2026OLDER
Azimuth Capital Investment Management LLC$2.7B AUM0.19%$5M49.3KQ1 2026OLDER
Valley Brook Capital Group, Inc.$149M AUM0.19%$286,6652.9KQ4 2025OLDER
Cordatus Wealth Management LLC$420M AUM0.19%$790,6807.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.19%$27M258.2KQ1 2026OLDER
Advisory Resource Group$581M AUM0.19%$1M10.6KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.18%$4M40.9KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.18%$1M12.1KQ1 2026OLDER
Constitution Capital LLC$195M AUM0.18%$349,6122.9KQ2 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.18%$24M235.0KQ1 2026OLDER
PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM0.18%$2M22.7KQ4 2025OLDER
LGT Group Foundation$8.2B AUM0.17%$14M139.0KQ1 2026OLDER
CYPRESS ASSET MANAGEMENT INC/TX$455M AUM0.17%$788,9228.0KQ4 2025OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.17%$1M10.4KQ4 2025OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM0.17%$279,7402.7KQ1 2026OLDER
North Berkeley Wealth Management, LLC$189M AUM0.17%$212,4582.3KQ3 2025OLDER
Scientech Research LLC$120M AUM0.16%$261,4582.6KQ4 2025OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.16%$2M16.3KQ2 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.16%$8M74.0KQ1 2026OLDER
Wahed Invest LLC$770M AUM0.16%$1M12.2KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.16%$2M16.5KQ1 2026OLDER
Ruggaard & Associates LLC$252M AUM0.16%$403,5783.9KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.16%$335,3393.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.16%$53M518.8KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.15%$12M116.9KQ1 2026OLDER
Birch Capital Management, LLC$191M AUM0.15%$293,5112.9KQ1 2026OLDER
CarsonAllaria Wealth Management, Ltd.$202M AUM0.15%$310,0873.0KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.15%$11M58.8KQ1 2026OLDER
RS CRUM INC.$517M AUM0.15%$769,7487.5KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.15%$853,7518.3KQ1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.15%$4M35.7KQ1 2026OLDER
Orion Investment Co$315M AUM0.15%$460,5124.5KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.15%$1M13.6KQ1 2026OLDER
BENNETT SELBY INVESTMENTS LP$285M AUM0.15%$413,6204.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.14%$3M26.7KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.14%$7M46.5KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.14%$362,19510.7KQ4 2025OLDER
Westerkirk Capital Inc.$929M AUM0.14%$1M12.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.14%$88M857.6KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.14%$9M84.8KQ1 2026OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM0.13%$548,2965.3KQ1 2026OLDER
Midway Capital Research & Management$106M AUM0.13%$141,7201.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.13%$143M1.39MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.13%$32M308.1KQ1 2026OLDER
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.9B AUM0.13%$3M24.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.13%$6M61.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.13%$15M144.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.13%$494M4.80MQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.12%$226M2.19MQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.12%$317,6623.1KQ1 2026OLDER
Rothschild & Co Wealth Management UK Ltd$6.5B AUM0.12%$8M77.3KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.12%$2M18.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.12%$16M158.9KQ1 2026OLDER
Pembroke Management, LTD$691M AUM0.12%$1M12.5KQ3 2025OLDER
Gibbs Wealth Management$762M AUM0.11%$860,9058.4KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.11%$245,1802.6KQ3 2025OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.11%$312,8523.0KQ1 2026OLDER
NOVEM GROUP$873M AUM0.11%$938,3899.9KQ3 2025OLDER
STONE RUN CAPITAL, LLC$254M AUM0.11%$273,4702.9KQ3 2025OLDER
Brown Financial Advisors$264M AUM0.11%$279,7402.7KQ1 2026OLDER
Centric Wealth Management$501M AUM0.11%$527,6494.8KQ1 2026OLDER
State of Wyoming$844M AUM0.10%$883,8028.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.10%$181M1.76MQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.10%$8M77.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.10%$80M779.8KQ1 2026OLDER
Grey Ledge Advisors, LLC$443M AUM0.10%$450,6604.4KQ1 2026OLDER
Tempus Wealth Planning, LLC$435M AUM0.10%$442,6304.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.10%$432M4.22MQ1 2026OLDER
AVALON CAPITAL MANAGEMENT$354M AUM0.10%$350,8573.4KQ1 2026OLDER
Arcataur Capital Management LLC$359M AUM0.09%$334,7223.3KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.09%$3M27.6KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.09%$539,5435.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.09%$5M51.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.09%$106M1.03MQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM0.09%$3M26.8KQ1 2026OLDER
Affinity Capital Advisors, LLC$810M AUM0.09%$729,9606.0KQ2 2026
Argent Trust Co$2.9B AUM0.09%$3M25.8KQ1 2026OLDER
PECAUT & CO.$308M AUM0.09%$275,8352.7KQ1 2026OLDER
Kaydan Wealth Management, Inc.$299M AUM0.09%$266,3802.6KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.09%$260M2.53MQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.09%$6M53.6KQ2 2026
BAXTER BROS INC$810M AUM0.09%$711,2716.9KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.09%$10M97.4KQ2 2026
NWAM LLC$1.7B AUM0.09%$1M14.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.09%$28M268.9KQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.08%$14M140.4KQ1 2026OLDER
Coronation Fund Managers Ltd.$2.2B AUM0.08%$2M19.1KQ4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.08%$50M489.8KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.08%$340,9713.3KQ1 2026OLDER
Cascades Capital Asset Management, LLC$239M AUM0.08%$194,5441.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.08%$3M32.2KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.08%$257,4812.5KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.08%$47M461.8KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.08%$5M49.0KQ1 2026OLDER
BOWEN HANES & CO INC$4.1B AUM0.08%$3M30.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.08%$665,5986.48MQ1 2026OLDER
Trust Co of the South$710M AUM0.08%$543,4964.6KQ2 2026
Lion Street Advisors, LLC$289M AUM0.07%$215,3051.6KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.07%$47M460.5KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.07%$10M99.7KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$319,0883.2KQ4 2025OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.07%$739,9447.2KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.07%$1M10.2KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.07%$677,8144.7KQ1 2026OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.07%$785,9857.6KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.07%$293,1002.9KQ1 2026OLDER
Galibier Capital Management Ltd.$300M AUM0.07%$207,5092.2KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.07%$8M80.1KQ1 2026OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.07%$788,1146.6KQ2 2026
First Pacific Financial$777M AUM0.07%$528,3415.1KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.07%$19M187.5KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.07%$52M505.8KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.07%$680,5436.6KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.07%$12M121.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.06%$13M127.3KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.06%$1M12.2KQ1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.06%$288,9592.9KQ4 2025OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.06%$869,1268.5KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$539,1315.2KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.06%$6M59.6KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.06%$400,1363.9KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.06%$263,6332.7KQ4 2025OLDER
Korea Investment CORP$48.3B AUM0.06%$29M280.6KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.06%$227,3482.2KQ1 2026OLDER
Stokes Capital Advisors, LLC$446M AUM0.06%$262,0642.5KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.06%$440,8834.3KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.06%$1M11.3KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.06%$2M18.6KQ4 2025OLDER
ARS Investment Partners, LLC$2.3B AUM0.06%$1M10.9KQ2 2026
RFG - Bristol Wealth Advisors, LLC$371M AUM0.06%$209,0342.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.06%$52M503.7KQ1 2026OLDER
Mattern Wealth Management LLC$513M AUM0.05%$279,9502.7KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.05%$31M317.9KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.05%$115M1.13MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.05%$24M235.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$7M63.3KQ1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.05%$502,3584.2KQ2 2026
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.05%$1M11.0KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.05%$205,9052.1KQ4 2025OLDER
CoreFirst Bank & Trust$189M AUM0.05%$92,801903Q2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.05%$36M354.4KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM0.05%$3M28.8KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.05%$52M505.3KQ1 2026OLDER
Midwest Professional Planners, LTD.$425M AUM0.05%$201,5552.0KQ4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.05%$2M17.9KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.05%$5M53.5KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.05%$303,7873.0KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.05%$954,9219.3KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.04%$141,6171.4KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.04%$3M21.1KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.04%$776,2547.6KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.04%$1M11.2KQ3 2025OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.04%$1M11.1KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.04%$655,6736.4KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.04%$14M152.1KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.04%$338,4223.3KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.04%$143,3751.5KQ3 2025OLDER
Abound Wealth Management$440M AUM0.04%$183,2081.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.04%$462,6513.9KQ2 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.04%$162,3021.6KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.04%$60,429588Q1 2026OLDER
HARTLINE INVESTMENT CORP/$909M AUM0.04%$369,9723.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.04%$1.6B15.80MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$98M950.4KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.04%$102,7701.0KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.04%$10M99.6KQ1 2026OLDER
PETTYJOHN, WOOD & WHITE, INC$628M AUM0.04%$246,6482.4KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.04%$849,9088.3KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.04%$728,9487.1KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$17M165.0KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.04%$240,7892.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.04%$8M75.0KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.04%$56,580600Q1 2026OLDER
Bristol Gate Capital Partners Inc.$1.6B AUM0.04%$584,8065.7KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.04%$81,208800Q4 2025OLDER
Man Group plc$55.1B AUM0.04%$20M198.9KQ1 2026OLDER
First Bank & Trust$680M AUM0.04%$229,2802.2KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.04%$9M83.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.04%$11M109.4KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.04%$1M14.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.04%$2.4B24.65MQ4 2025OLDER
NATIXIS$28.0B AUM0.04%$10M95.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$44M423.6KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.04%$3M25.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.04%$2M19.7KQ1 2026OLDER
Capital International Investors$426.5B AUM0.03%$149M1.44MQ1 2026OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM0.03%$211,0902.1KQ1 2026OLDER
Sky Investment Group LLC$583M AUM0.03%$201,4292.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.03%$2M15.3KQ1 2026OLDER
United Community Bank$300M AUM0.03%$89,657907Q4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.03%$543M5.22MQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.03%$1M11.1KQ1 2026OLDER
RWA WEALTH PARTNERS, LLC$9.1B AUM0.03%$3M29.7KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.03%$3M31.0KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.03%$8M81.7KQ4 2025OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.03%$267,1822.2KQ2 2026
Nuveen, LLC$369.3B AUM0.03%$118M1.15MQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.03%$215,8172.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.03%$277M2.70MQ1 2026OLDER
Wealthstream Advisors, Inc.$661M AUM0.03%$209,8822.2KQ3 2025OLDER
Cromwell Holdings LLC$178M AUM0.03%$56,112546Q1 2026OLDER
First Financial Bank - Trust Division$1.4B AUM0.03%$442,2613.7KQ2 2026
TWINBEECH CAPITAL LP$965M AUM0.03%$440,9704.5KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.03%$29M285.4KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.03%$53,028516Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.03%$17M169.0KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.03%$215,8992.1KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.03%$152,0311.5KQ4 2025OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.03%$453,0104.4KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.03%$2M24.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$142M1.38MQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$45,013438Q1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.03%$2M23.9KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.03%$11M115.5KQ3 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.03%$1M10.1KQ1 2026OLDER
DF DENT & CO INC$5.2B AUM0.03%$2M14.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.03%$53M557.9KQ3 2025OLDER
FIDUCIARY FINANCIAL GROUP, LLC$754M AUM0.03%$218,2832.1KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.03%$647,1726.5KQ4 2025OLDER
Amundi$367.1B AUM0.03%$105M1.02MQ1 2026OLDER
WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM0.03%$350,9603.4KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.03%$2M22.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.03%$1M10.5KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.03%$369,9723.6KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.03%$503,4704.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.03%$170M1.65MQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.03%$4M38.0KQ1 2026OLDER
FORBES J M & CO LLP$1.2B AUM0.03%$317,5593.1KQ1 2026OLDER
High Point Wealth Management, LLC$104M AUM0.03%$27,623269Q1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$313,2462.6KQ2 2026
Twin Tree Management, LP$4.7B AUM0.03%$1M12.3KQ1 2026OLDER
West Branch Capital LLC$373M AUM0.03%$97,632950Q1 2026OLDER
Allen Investment Management, LLC$8.1B AUM0.03%$2M20.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.03%$166M1.62MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$35M343.6KQ1 2026OLDER
SUMITOMO LIFE INSURANCE CO$4.3B AUM0.03%$1M10.4KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M10.8KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.03%$2M14.8KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.02%$62,898667Q3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.02%$15M150.0KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.02%$2M18.7KQ1 2026OLDER
Private Capital Management, LLC$1.0B AUM0.02%$242,5372.4KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.02%$198,8601.9KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.02%$647,6576.3KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$558,7605.4KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.02%$11M109.9KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.02%$356,2013.5KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$465,5484.5KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.02%$553,8575.6KQ4 2025OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.02%$1M12.9KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.02%$109,1421.1KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.02%$2M18.8KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.02%$3M28.1KQ4 2025OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.02%$599,5605.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M21.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$15M148.1KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.02%$3M29.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.02%$28M271.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.02%$27,657268.8KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.02%$196,2911.9KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.02%$201,5562.0KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.02%$2M16.0KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M17.3KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.02%$2M19.1KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.02%$1M10.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$1M10.2KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.02%$553,1085.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$298M2.94MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$37M358.4KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.02%$409,5384.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.02%$11M102.5KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.02%$247,4702.4KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.02%$2M22.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$73M713.0KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.02%$216,1141.8KQ2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.02%$3M31.4KQ1 2026OLDER
FIRST MERCHANTS CORP$2.6B AUM0.02%$466,2674.5KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$478,3944.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M17.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$587,3315.7KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$51,354500Q1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.02%$1M10.3KQ1 2026OLDER
Greenspring Advisors, LLC$1.6B AUM0.02%$271,6012.7KQ4 2025OLDER
Chesley Taft & Associates LLC$2.6B AUM0.02%$422,1103.5KQ2 2026
SYNOVUS FINANCIAL CORP$8.7B AUM0.02%$1M15.2KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.02%$107M1.04MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M18.3KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$519,4685.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$262M2.65MQ1 2026OLDER
Align Financial, LLC$176M AUM0.02%$27,131264Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$9M89.9KQ1 2026OLDER
Sageworth Trust Co$2.3B AUM0.02%$330,7103.5KQ3 2025OLDER
SMITH, MOORE & CO.$1.4B AUM0.02%$200,9822.1KQ3 2025OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.02%$242,4342.4KQ1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.01%$149,0171.4KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$2M19.0KQ1 2026OLDER

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