SEC 13F Intelligence

COKECOCA COLA CONS INC

CUSIP 191098102 · Yahoo Finance ↗ · Google Finance ↗

Coca Cola Cons Inc (COKE) has 577 institutional holders in Filings Flow’s 13F database, together reporting 138.1K shares worth $22M as of Q2 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
577
Q2 2026
Reported Value
$6.8B
Ticker
COKE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 123Q4 ’18Q1 ’19: 145Q2 ’19: 165Q2 ’19Q3 ’19: 171Q2 ’21: 203Q2 ’21Q4 ’21: 247Q4 ’22: 257Q4 ’22Q4 ’25: 521Q1 ’26: 577Q1 ’26Q2 ’26: 27filingsflow.com
Total reported value
Q4 ’18: $705MQ4 ’18Q1 ’19: $1.7BQ2 ’19: $1.9BQ2 ’19Q3 ’19: $2.2BQ2 ’21: $4.2BQ2 ’21Q4 ’21: $6.0BQ4 ’22: $483MQ4 ’22Q4 ’25: $5.6BQ1 ’26: $6.8BQ1 ’26Q2 ’26: $22Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Diversified Trust Co$5.4B AUM5.21%$281M1.46MQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM3.19%$4M20.4KQ1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM1.90%$6M31.7KQ1 2026OLDER
EJF Capital LP$142M AUM1.66%$2M12.3KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM1.61%$3M20.0KQ4 2025OLDER
ROI Financial Advisors, LLC$167M AUM1.21%$2M10.6KQ1 2026OLDER
KG Capital Management$139M AUM1.16%$2M8.4KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM1.16%$6M32.9KQ1 2026OLDER
Kintegral Advisory, LLC$1.1B AUM1.05%$12M184.1KQ3 2025OLDER
Nutshell Asset Management Ltd$184M AUM1.04%$3M19.0KQ4 2025OLDER
Sovereign's Capital Management, LLC$136M AUM1.02%$1M7.2KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.85%$85M443.6KQ1 2026OLDER
Mezzasalma Advisors, LLC$391M AUM0.73%$3M14.9KQ1 2026OLDER
FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM0.69%$2M11.2KQ1 2026OLDER
NICOLA WEALTH MANAGEMENT LTD.$833M AUM0.68%$6M29.6KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.67%$6M33.6KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.64%$26M134.4KQ1 2026OLDER
Mullaney, Keating & Wright, Inc.$184M AUM0.61%$1M14.8KQ1 2026OLDER
MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM0.58%$830,2344.3KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.56%$47M244.7KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.56%$1M5.6KQ1 2026OLDER
William Mack & Associates, Inc.$175M AUM0.56%$973,7095.1KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.55%$6M30.1KQ1 2026OLDER
OneAscent Wealth Management LLC$302M AUM0.51%$2M8.1KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM0.50%$997,0485.2KQ1 2026OLDER
Marathon Asset Management Ltd$2.6B AUM0.48%$13M65.9KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.48%$4M22.5KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM0.43%$2M9.9KQ1 2026OLDER
Hobbs Group Advisors, LLC$334M AUM0.43%$1M7.5KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.43%$962,9295.0KQ1 2026OLDER
Family Manage LLC$834M AUM0.41%$3M17.9KQ1 2026OLDER
Boston Partners$95.5B AUM0.40%$385M2.01MQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.40%$4M21.3KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.37%$5M33.8KQ4 2025OLDER
Davis Investment Partners, LLC$283M AUM0.37%$1M5.4KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.33%$13M69.3KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.33%$15M79.0KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.31%$640,4123.3KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.29%$692,9483.6KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.28%$2M15.5KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.28%$387M2.02MQ1 2026OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.27%$727,18311.0KQ3 2025OLDER
ADVISORTRUST PARTNERS, LLC$240M AUM0.26%$621,9063.2KQ1 2026OLDER
Tevis Investment Management$176M AUM0.25%$422,0103.6KQ4 2025OLDER
NDVR, Inc.$121M AUM0.25%$301,3882.0KQ4 2025OLDER
Elevation Wealth Management LLC$109M AUM0.23%$255,0141.3KQ1 2026OLDER
INNEALTA CAPITAL, LLC$161M AUM0.22%$359,1291.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.22%$2M8.9KQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.22%$828,2234.3KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.22%$6M33.5KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.22%$15M76.3KQ1 2026OLDER
Walker Asset Management, LLC$185M AUM0.21%$383,4802.0KQ1 2026OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM0.20%$8M43.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.19%$7M34.7KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.19%$3M16.7KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.18%$16M82.8KQ1 2026OLDER
Stirlingshire Investments, Inc.$114M AUM0.18%$204,0601.1KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.18%$52M271.1KQ1 2026OLDER
Old North State Wealth Management, LLC$216M AUM0.17%$377,7752.0KQ1 2026OLDER
REINHART PARTNERS, LLC.$4.4B AUM0.17%$7M39.2KQ2 2026
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.17%$3M16.7KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.17%$772,8444.0KQ2 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.17%$3M24.8KQ3 2025OLDER
Perbak Capital Partners LLP$406M AUM0.16%$642,1373.3KQ1 2026OLDER
Paralel Advisors LLC$2.4B AUM0.16%$4M19.8KQ1 2026OLDER
Alliance Wealth Management Group$457M AUM0.14%$653,1938.6KQ1 2026OLDER
Latitude Advisors, LLC$218M AUM0.14%$307,5991.6KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.13%$1M5.5KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.13%$339,2592.2KQ4 2025OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.13%$280,7072.0KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.13%$2M9.1KQ1 2026OLDER
WNY Asset Management, LLC$967M AUM0.13%$1M6.4KQ1 2026OLDER
Accel Wealth Management$383M AUM0.12%$474,7482.5KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.12%$71M370.1KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.12%$262,1621.4KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.12%$6M29.6KQ1 2026OLDER
VARCOV Co.$268M AUM0.12%$302,0012.0KQ4 2025OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.11%$971,5475.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.11%$73M382.3KQ1 2026OLDER
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.11%$459,9003.0KQ4 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.11%$687,5803.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.11%$245M1.29MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.11%$10M50.8KQ1 2026OLDER
Towercrest Capital Management$642M AUM0.11%$702,7029.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.11%$1M5.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.11%$8M43.2KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.10%$261,9171.4KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.10%$529,3453.5KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.10%$3M22.1KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.10%$499,4832.6KQ1 2026OLDER
Coyle Financial Counsel LLC$473M AUM0.10%$451,9462.4KQ1 2026OLDER
FRG Family Wealth Advisors LLC$611M AUM0.09%$575,2203.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.09%$1M5.9KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.09%$197,4921.0KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.09%$215,7081.1KQ2 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.09%$1M6.1KQ1 2026OLDER
Invst, LLC$886M AUM0.09%$777,5064.1KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.08%$8M39.2KQ1 2026OLDER
YARGER WEALTH STRATEGIES, LLC$248M AUM0.08%$206,3301.1KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$2M17.9KQ3 2025OLDER
Keystone Wealth Services, LLC$468M AUM0.08%$368,4371.9KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.08%$92,994485Q1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.08%$2M8.4KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.08%$4M22.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.07%$55M284.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$414,6832.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.07%$5M28.1KQ1 2026OLDER
GUIDANCE CAPITAL, INC$446M AUM0.07%$320,6141.5KQ1 2026OLDER
Almanack Investment Partners, LLC.$592M AUM0.07%$463,0144.0KQ3 2025OLDER
jvl associates llc$352M AUM0.07%$209,7641.1KQ1 2026OLDER
MSA Advisors, LLC$333M AUM0.07%$233,9231.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.07%$289,7191.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.07%$17M87.0KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.07%$322,5341.7KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.07%$165,5471.4KQ3 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.07%$41M213.7KQ1 2026OLDER
Waterway Wealth Management, LLC$452M AUM0.06%$287,8291.5KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.06%$10M67.1KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.06%$2M10.4KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$22,228145Q4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.06%$23M122.2KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.06%$19M100.7KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.06%$892,9334.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.06%$15M75.7KQ1 2026OLDER
Continuum Advisory, LLC$1.0B AUM0.06%$600,1463.1KQ1 2026OLDER
Monument Capital Management$399M AUM0.06%$227,8781.2KQ1 2026OLDER
PETERSON WEALTH MANAGEMENT$172M AUM0.06%$95,870500Q1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.06%$760,3364.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M16.4KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.05%$539,7703.5KQ4 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$8M53.3KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$3M14.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.05%$1M6.1KQ1 2026OLDER
Claro Advisors Inc.$830M AUM0.05%$444,8372.3KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.05%$162,979850Q1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.05%$218,5841.1KQ1 2026OLDER
JT Stratford LLC$786M AUM0.05%$393,4502.1KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.05%$1M6.2KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.05%$288,9521.5KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$223,1851.2KQ1 2026OLDER
Ignite Planners, LLC$648M AUM0.05%$306,7841.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M19.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.05%$2M11.3KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.04%$74,165387Q1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$13M69.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$74M383.6KQ1 2026OLDER
STEPH & CO$351M AUM0.04%$154,926808Q1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.04%$228,1711.2KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M29.4KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M24.3KQ1 2026OLDER
Pacific Sage Partners, LLC$636M AUM0.04%$248,4911.6KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$89,374583Q4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.04%$5M23.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$186M972.2KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.04%$1M6.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.04%$4M20.4KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.04%$205,3541.1KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.04%$383,8632.0KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$2M12.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.04%$7M38.0KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.04%$49,056320Q4 2025OLDER
D'Orazio & Associates, Inc.$772M AUM0.04%$274,1891.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.03%$4M19.9KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$348,1221.8KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$287,8021.5KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.03%$770,8164.0KQ1 2026OLDER
Affinity Capital Advisors, LLC$810M AUM0.03%$263,4081.4KQ2 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$809,5264.2KQ1 2026OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.03%$89,711973Q4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$567M2.96MQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.03%$346,6661.8KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M11.6KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.03%$4M18.8KQ1 2026OLDER
Eukles Asset Management$224M AUM0.03%$65,192340Q1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.03%$4743.1KQ4 2025OLDER
State of Wyoming$844M AUM0.03%$242,3591.3KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.03%$7M38.7KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.03%$390,7662.0KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$336,7831.8KQ2 2026
FIRST NATIONAL TRUST CO$2.9B AUM0.03%$822,9484.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.03%$12M62.1KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$6M32.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$5M28.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.03%$6M30.5KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.03%$2M9.2KQ1 2026OLDER
Quarry LP$558M AUM0.03%$145,147757Q1 2026OLDER
J. L. Bainbridge & Co., Inc.$1.1B AUM0.03%$287,6101.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$32M164.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M11.3KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.03%$16M84.4KQ1 2026OLDER
BURNS J W & CO INC/NY$873M AUM0.03%$220,1181.1KQ1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.03%$365,6481.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$29M151.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.02%$751,4293.9KQ1 2026OLDER
INSPIRION WEALTH ADVISORS, LLC$874M AUM0.02%$215,1621.1KQ2 2026
Strategic Investment Solutions, Inc. /IL$437M AUM0.02%$103,097540Q2 2026
Inscription Capital, LLC$951M AUM0.02%$223,1851.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$784,0254.1KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.02%$436,6722.3KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$244,0851.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.02%$718,6203.7KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$225,2951.2KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.02%$43,080200Q1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.02%$375,3672.0KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.02%$341,2462.2KQ4 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.02%$210,7221.1KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.02%$2M10.4KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.02%$239,6751.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$39M202.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$50M258.4KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.02%$299,9141.6KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.02%$355,3371.9KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$253,7692.2KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$39M203.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.02%$656,3743.4KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.02%$618,1773.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$308M1.61MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$581,3783.0KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.02%$1M5.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.02%$794,5714.1KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.02%$391,1502.0KQ2 2026
Indiana Trust & Investment Management Co$324M AUM0.02%$57,522300Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.02%$281,0911.5KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$221,2681.2KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$254,4791.3KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M8.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$5M27.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.0B5.25MQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.02%$383,4802.0KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$1M5.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$68M352.4KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.02%$53,687280Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.02%$462,0932.4KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.02%$415,2272.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$5M23.9KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.02%$972,4424.7KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.02%$232,1971.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M37.6KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.02%$257,5511.3KQ2 2026
FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM0.02%$243,9421.3KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.02%$9M47.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M14.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$2M11.9KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.02%$106,991558Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$8M42.4KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$336,2492.9KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$31M161.9KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.02%$519,8072.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$23M121.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$29,127190Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$4M20.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M10.9KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$53,917281Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$80M417.5KQ1 2026OLDER
Investors Research Corp$523M AUM0.01%$76,696400Q1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.01%$205,6161.8KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.01%$13M67.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$8M40.6KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$323,1991.7KQ2 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M14.2KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$856,3894.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M13.6KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$317,5211.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$49,469258Q1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$565,1623.8KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$89M466.7KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$456,8092.4KQ2 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$22M113.3KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.01%$230,0881.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$24M126.5KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$1M5.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$24M127.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$872M5.69MQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$722,0933.8KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$250,2211.3KQ1 2026OLDER
Zhang Financial LLC$2.9B AUM0.01%$360,4711.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M16.8KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$226,1071.2KQ1 2026OLDER
Mendota Financial Group, LLC$161M AUM0.01%$16,863110Q4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$487M2.54MQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M8.1KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.01%$609,0363.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$25M131.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$11M59.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$39M203.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$91M474.5KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$494,6892.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M6.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$493,7312.6KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$999,5148.5KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$454,4242.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M12.5KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$718,1033.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$334M1.74MQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M36.0KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M5.5KQ1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.01%$38,348200Q2 2026
Rakuten Securities, Inc.$241M AUM0.01%$26,844140Q1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$19M100.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$540,7072.8KQ1 2026OLDER
TruWealth Advisors, LLC$2.1B AUM0.01%$225,9641.2KQ1 2026OLDER
Triumph Capital Management$491M AUM0.01%$53,304278Q1 2026OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.01%$662,3813.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$286,7621.5KQ2 2026
XPONANCE LLC$14.1B AUM0.01%$1M7.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M17.1KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.01%$241,7611.3KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$161,1671.4KQ3 2025OLDER
TFC Financial Management, Inc.$812M AUM0.01%$83,674546Q4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$436,5773.7KQ3 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M22.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$10M51.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$3M13.7KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$848,2095.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$271,3121.4KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$455,9572.4KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$292,9791.5KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$399,0102.1KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$2M9.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M30.6KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.01%$35,091183Q1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$302,8821.6KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$208,3351.4KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M15.8KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$36M185.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M7.7KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$253,2891.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M12.3KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.01%$36,239189Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$8M43.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$686,6213.6KQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.01%$293,3621.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$9M46.3KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.01%$410,3242.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.01%$53,687280Q1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$436,8722.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M11.2KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.01%$88,264460Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$301,4151.6KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$839,9315.5KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$899,2614.7KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M6.0KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$11,50560Q1 2026OLDER
Mill Creek Capital Advisors, LLC$4.9B AUM0.01%$388,0102.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$9M47.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$986,7295.1KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.01%$1M5.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M7.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$32M166.7KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$350,8841.8KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$107,566561Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$49M257.6KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M9.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$6M33.7KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.01%$241,8651.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$83,432437Q2 2026
CWM, LLC$38.1B AUM0.01%$3M14.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$5M23.5KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$44,100230Q1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$417,8962.7KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M12.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$29M152.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$455,4162.4KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.01%$943,1388.1KQ3 2025OLDER
Performance Wealth Partners, LLC$3.4B AUM0.01%$239,6751.3KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$481,6693.1KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$255,0681.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$8M40.9KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$677,8083.5KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$217,0501.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$6M32.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M24.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M16.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$230,0951.2KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$18,21695Q1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M21.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M23.9KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.01%$634,6703.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$121,563634Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$6M31.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$325,1911.7KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.01%$30,660200Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.01%$236,5501.2KQ2 2026
Cerity Partners LLC$70.8B AUM0.01%$4M21.8KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$576,1793.0KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$474,2722.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M19.1KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M8.3KQ2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$49,114256.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$317,0242.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$37M194.7KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$15,426132Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M16.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M30.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M15.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M12.8KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.01%$9,58750Q1 2026OLDER
RWA WEALTH PARTNERS, LLC$9.1B AUM0.01%$482,4352.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$616,5043.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$5M25.9KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$208,0381.1KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$418,4282.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$25M128.5KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$315,8301.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$795,1464.1KQ2 2026
Bradley & Co. Private Wealth Management, LLC$190M AUM0.01%$9,58750Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$22M113.4KQ1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.01%$576,7543.0KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.01%$1M5.3KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$22,242116Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$338,4211.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$1M5.5KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$237,7581.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$42M220.9KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$393,1382.0KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$855,6834.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$18M93.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$330,7521.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$22,229145Q2 2026
PRUDENTIAL PLC$17.1B AUM0.00%$775,7814.0KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$1M9.9KQ3 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$248,8861.3KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$395,9402.0KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$436,0592.3KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$48,673250Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2M11.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M32.9KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$309,3602.0KQ4 2025OLDER
Community Bank, N.A.$840M AUM0.00%$33,746176Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$13,95091Q4 2025OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$710,3973.7KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$648,4594.2KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M13.6KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$985,5666.4KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$1M5.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$507,2572.6KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$323,7991.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$9M45.5KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$1M6.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$205,7591.1KQ2 2026
MMA ASSET MANAGEMENT LLC$284M AUM0.00%$11,03794Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$61M400.7KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$13,42270Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$215,3941.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$11M70.2KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM0.00%$11,50460Q1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$200,457997Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$13M66.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$579,1673.8KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M12.2KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$43,718228Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$7,67040Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$447,1382.3KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$18,51997Q2 2026
Allworth Financial LP$24.7B AUM0.00%$804,0234.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M11.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$752,3823.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$14M73.1KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$30,487159Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$61M316.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$20M102.7KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.00%$7,67040Q1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,26017Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$11,31359Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$780,8644.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$573,3033.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$574,9413.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M11.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$443,8172.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$58,672306Q1 2026OLDER
Midwest Trust Co$8.0B AUM0.00%$215,1321.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$172,568900Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$5M25.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$6,32833Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$183,112955Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M12.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$24,734129Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$28,761150Q1 2026OLDER
Intesa Sanpaolo S.p.A.$1.7B AUM0.00%$44,233286Q4 2025OLDER
Amundi$367.1B AUM0.00%$9M47.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$34M177.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$39M208.2KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$224,5281.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M9.8KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$14,76477Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$23,037120Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$31,252163Q1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$5,75230Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$477,4332.5KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$7,69640Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$25,693134Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$18M91.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$197,4681.0KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$4,41123Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$275,9141.4KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$4,00020Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$280,3241.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$1M9.8KQ4 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$8,05342Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M12.6KQ4 2025OLDER

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