SEC 13F Intelligence

CRNCCERENCE INC

CUSIP 156727109 · Yahoo Finance ↗ · Google Finance ↗

Cerence Inc (CRNC) has 194 institutional holders in Filings Flow’s 13F database, together reporting 36.41M shares worth $226M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and American Capital Management Inc.

Institutional Holders
194
Q1 2026
Reported Value
$226M
Ticker
CRNC
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’19: 1Q3 ’19Q2 ’21: 312Q2 ’21Q4 ’21: 328Q4 ’21Q4 ’22: 201Q4 ’22Q4 ’25: 193Q4 ’25Q1 ’26: 194Q1 ’26Q2 ’26: 11Q2 ’26filingsflow.com
Total reported value
Q3 ’19: $0Q3 ’19Q2 ’21: $11.9BQ2 ’21Q4 ’21: $10.1BQ4 ’21Q4 ’22: $275MQ4 ’22Q4 ’25: $364MQ4 ’25Q1 ’26: $226MQ1 ’26Q2 ’26: $820,559Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
One Fin Capital Management LP$280M AUM2.93%$8M1.30MQ1 2026OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM0.85%$16M2.52MQ1 2026OLDER
No Street GP LP$1.5B AUM0.64%$10M1.52MQ1 2026OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM0.61%$16M2.51MQ1 2026OLDER
Ares Systematic Credit Ltd$123M AUM0.55%$673,45963.0KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.22%$1M185.0KQ1 2026OLDER
Themes Management Co LLC$162M AUM0.19%$306,06748.5KQ1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.13%$311,77429.2KQ4 2025OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.09%$691,115109.5KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.09%$2M253.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$331,36931.0KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.07%$1M119.2KQ3 2025OLDER
Informed Momentum Co LLC$866M AUM0.06%$568,00253.1KQ4 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.06%$118,58411.1KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.06%$356,36233.3KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.05%$118,85518.8KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.04%$91,9348.6KQ4 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.04%$534,50050.0KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.04%$229,25536.3KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$277,97444.1KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.03%$186,90015.0KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.03%$776,26572.6KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.02%$3M535.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.02%$529,55042.5KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$4M320.9KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$661,13461.8KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$210,40016.9KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.02%$203,90119.1KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$221,93535.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$7M1.10MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.02%$202,53716.3KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$803,91964.5KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$8M1.24MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$721,321114.3KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$506,13947.3KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$867,28081.1KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$569,31753.3KQ4 2025OLDER
Numerai GP LLC$997M AUM0.01%$106,94216.9KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$242,93538.5KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.01%$17,0872.7KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$187,72215.1KQ3 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$50,7354.7KQ4 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$128,28012.0KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$120,06719.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M1.05MQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$597,99994.8KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$297,20147.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M1.16MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$390,18536.5KQ4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$108,67717.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M341.8KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$3M510.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$194,20617.2KQ2 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$193,39117.1KQ2 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$283,21244.9KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$996,41493.2KQ4 2025OLDER
Mosley Wealth Management$221M AUM0.00%$7,302586Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M374.7KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.00%$63,15010.0KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$369,23334.5KQ4 2025OLDER
Essential Partners LLC$250M AUM0.00%$7,351720Q1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$718,122113.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$9,3831.5KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$637M AUM0.00%$12,5851.0KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M892.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$14,3781.3KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$254,12940.3KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.00%$14,6431.3KQ2 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$218,42134.6KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$18,6153.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$9M1.35MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M196.4KQ3 2025OLDER
Hurley Capital, LLC$187M AUM0.00%$2,966470Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M193.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$124,93819.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M355.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$14,5011.3KQ2 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$334,61326.9KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$5M745.1KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M192.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$319,54529.3KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$441,70070.0KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$176,37128.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$124,09219.7KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,054167Q1 2026OLDER
Family Legacy Financial Solutions, LLC$164M AUM0.00%$1,246100Q3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$725,429115.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$127,97012.0KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$107,50910.1KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$707,338112.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$223,03417.9KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$21,6211.9KQ2 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$7M1.09MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$95,02915.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$75,47412.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7,013656Q4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$141,43922.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$27,5624.4KQ1 2026OLDER
PINNEY & SCOFIELD, INC.$185M AUM0.00%$1,262200Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$4,984400Q3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$21,1893.4KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$139,87422.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$66,07210.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$234,95337.2KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$22,3753.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$71,79511.4KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$129,48220.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M543.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$986,398156.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$36M3.35MQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M190.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$220,11820.6KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M297.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$9M1.43MQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$510,33741.0KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$8M724.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$26M4.17MQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$221,33830.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$266,65242.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$241,98938.4KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$1M202.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$7M1.09MQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$5,470867Q1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$150,06812.0KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$242,30438.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M305.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$80,76812.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$10,9351.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$201,08731.9KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$37259Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M430.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$9M1.36MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M350.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$11M1.81MQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$751119Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$332,43452.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$162,71625.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$54,3998.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$422,77067.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M259.5KQ1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$2,528401Q1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.00%$39262Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$158,02125.0KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$3,288521Q1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$49844Q2 2026
Squarepoint Ops LLC$85.1B AUM0.00%$188,66329.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$153,20624.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$404,66064.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$836,372132.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$659,472104.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M399.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$167,21426.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$5,803921Q1 2026OLDER
Peterson Wealth Services$405M AUM0.00%$631100Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$132,20021.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$210,20819.7KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$9,6451.5KQ1 2026OLDER
NVWM, LLC$449M AUM0.00%$631100Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$602,92856.4KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$72,66611.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$419,26239.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$145,22023.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M162.1KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$4,449705Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$6,8591.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,467391Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,399697Q1 2026OLDER
Navalign, LLC$396M AUM0.00%$49246Q4 2025OLDER
PlanVest Financial, Inc$131M AUM0.00%$15825Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$765,308121.3KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$31225Q3 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$83874Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$98,73315.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$72,87411.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$303,76348.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$859136.0KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$174,72827.9KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$66362Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$6,4111.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$125,06519.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$55,8558.9KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$217,82834.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$500,97679.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$374,99059.4KQ2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$76,08612.1KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$66362Q4 2025OLDER
Missouri Trust & Investment Co$341M AUM0.00%$21534Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,506328Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$6,495959Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$10,5131.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$12,5132.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$758,773127.3KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.00%$579Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$1,004159Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$10,7771.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$28445Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$31225Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$128,12520.3KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$37259Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$16,5262.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$60,8479.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$37860Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,855294Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$775130Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$13922Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,155183Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$18,2672.9KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$40660Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$8313Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$5,092807Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$63456Q2 2026
Global Wealth Strategies & Associates$528M AUM0.00%$7612Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$10,1411.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$71,58711.3KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$24,8423.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$14,9612.4KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$33453Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$31,0335.1KQ1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.00%$23337Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$7612Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$3,628575Q2 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$38,3906.1KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$579Q1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$88274Q3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,933581Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$50,1017.9KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$47375Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$29928Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$8814Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$38,0006.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$13,4402.1KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$193Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$45,5247.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$50247Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2,751436Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$579Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$39162Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$386Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$51782Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$894142Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$71Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,609255Q2 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$333Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1,975313Q1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$10Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$39162Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM$0300Q4 2025OLDER

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