SEC 13F Intelligence

CSRCENTERSPACE

CUSIP 15202L107 · Yahoo Finance ↗ · Google Finance ↗

Centerspace (CSR) has 223 institutional holders in Filings Flow’s 13F database, together reporting 15.35M shares worth $871M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
223
Q1 2026
Reported Value
$871M
Ticker
CSR
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 131Q2 ’21Q4 ’21: 153Q4 ’21Q4 ’22: 132Q4 ’22Q4 ’25: 218Q4 ’25Q1 ’26: 223Q1 ’26Q2 ’26: 15Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $5.9BQ2 ’21Q4 ’21: $8.9BQ4 ’21Q4 ’22: $163MQ4 ’22Q4 ’25: $1.0BQ4 ’25Q1 ’26: $871MQ1 ’26Q2 ’26: $5MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Land & Buildings Investment Management, LLC$591M AUM9.19%$55M828.4KQ4 2025OLDER
Voss Capital, LP$1.9B AUM2.44%$46M801.2KQ1 2026OLDER
Capstone Wealth Management, Inc.$118M AUM1.22%$1M21.2KQ4 2025OLDER
ABS Direct Equity Fund LLC$131M AUM1.10%$1M25.0KQ1 2026OLDER
Long Pond Capital, LP$1.0B AUM1.04%$11M190.0KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.88%$6M97.5KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM0.53%$16M275.0KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.43%$3M47.6KQ3 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.40%$17M303.1KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.30%$9M147.9KQ1 2026OLDER
Adelante Capital Management LLC$1.5B AUM0.28%$4M72.2KQ1 2026OLDER
VARCOV Co.$268M AUM0.26%$694,22612.1KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.25%$35M601.6KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.21%$4M69.2KQ1 2026OLDER
Capital Square, LLC$217M AUM0.20%$441,9076.6KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.20%$13M231.5KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.17%$5M81.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.17%$432,8567.3KQ3 2025OLDER
Anson Funds Management LP$2.3B AUM0.17%$2M26.7KQ4 2025OLDER
Safe Harbor Family Capital, LLC$128M AUM0.16%$209,6353.6KQ1 2026OLDER
Vert Asset Management LLC$365M AUM0.12%$434,7987.7KQ2 2026
Rock Creek Group LLC$988M AUM0.12%$1M20.0KQ1 2026OLDER
Gross & Hartman Investments LLC$192M AUM0.11%$209,6353.6KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.10%$492,0598.6KQ1 2026OLDER
First International Bank & Trust$288M AUM0.08%$227,3543.9KQ3 2025OLDER
DOLIVER ADVISORS, LP$440M AUM0.08%$332,0615.8KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.08%$212,2843.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.07%$2M32.9KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.06%$2M32.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.06%$2M28.7KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$3M56.2KQ2 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.05%$27M476.6KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.04%$6M100.1KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.04%$3M45.8KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.04%$6M112.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M21.5KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.03%$269,0384.7KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.03%$221,7573.9KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.02%$42,973748Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$15M257.5KQ1 2026OLDER
Bravera Wealth$222M AUM0.02%$49,867868Q1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M18.4KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.02%$245,7144.3KQ1 2026OLDER
PROSPERITY BANCSHARES INC$125M AUM0.01%$15,282266Q1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$757,65113.2KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M59.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$105,7501.9KQ2 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$50M871.7KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.01%$859,94014.6KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$338,8405.9KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$645,3839.7KQ4 2025OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$201,5543.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$425,1307.4KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M31.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$495,5648.6KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$251,4594.4KQ1 2026OLDER
Hilltop National Bank$468M AUM0.01%$27,196484Q2 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$235,6004.0KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$766,15413.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$96M1.68MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M189.7KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$1M25.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M30.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M50.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M25.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M59.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M19.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$247,4394.2KQ3 2025OLDER
HighMark Wealth Management LLC$246M AUM0.00%$8,789153Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$978,55117.0KQ2 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$672,85411.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M34.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$272,9524.1KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M51.2KQ3 2025OLDER
NATIXIS$28.0B AUM0.00%$861,75015.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$20M345.7KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$507,4568.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$254,6764.4KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$980,22614.7KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$167M2.91MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$341,8846.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$220,2633.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$14M238.5KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$40,733709Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$540,7199.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$312,7005.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$5M81.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$854,10914.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$24,072419Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$80,8901.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M46.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$248,1274.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$168M2.51MQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M48.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$267,8894.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M88.9KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$430,8517.5KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$262,6044.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M77.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$55M939.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M22.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$67,4461.2KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$36,194626Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$208,7163.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$26M449.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M43.0KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M107.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$12M205.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$263,8104.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$39,052695Q2 2026
UniSuper Management Pty Ltd$15.3B AUM0.00%$224,8463.4KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M99.7KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$155,9772.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$7M122.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$592,48210.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,11389Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$994,91917.3KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$283,0534.2KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$103,2951.8KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$2,75848Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$340,1625.9KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M33.0KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$375,5516.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$267,9784.0KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$42M732.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$928,22016.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M63.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$717,83812.5KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$205,0393.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$916,04015.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$224,1793.4KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M29.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$2,16736Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$217,3113.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$230,7183.5KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$3M49.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$13M192.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$5M82.9KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$338,7815.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$270,2494.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$496,9438.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M182.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$166,6052.9KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$1M17.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$737,88812.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$493,9558.6KQ1 2026OLDER
Quarry LP$558M AUM0.00%$3,50461Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M71.0KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$6,829114Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$32,057558Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M92.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$389,3986.8KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$340,2195.9KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$770,17513.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M36.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$269,0384.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M45.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$303,8175.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,60124Q4 2025OLDER
Boston Partners$95.5B AUM0.00%$420,3007.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,55227Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$885,76415.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M19.8KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.00%$1,65015Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$114,7282.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$345,2756.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$11,199195Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$218,4543.8KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$5,619100Q2 2026
ProShare Advisors LLC$67.5B AUM0.00%$219,1743.3KQ4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$241,0604.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M19.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$11,547201Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$202,2043.4KQ3 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,43725Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$219,8633.3KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$196,6463.4KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$4,35974Q3 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$14,650255Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$60,9551.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$58,287874Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$220,1573.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$263,7534.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$60,1991.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$207,6503.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$210,9693.2KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2744.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$377,5616.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M20.0KQ4 2025OLDER
Amundi$367.1B AUM0.00%$634,93711.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$362,0846.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$631,08811.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$231,0513.5KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,39924.3KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$226,8483.4KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$385,3246.5KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$203,0953.0KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,58545Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$407,4236.1KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$74713Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M28.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$201,8503.4KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$191,5393.3KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$46,704700Q4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$61811Q2 2026
Arax Advisory Partners$3.5B AUM0.00%$3,62063Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$6,185105Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$2M31.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$3,04553Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,14920Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,89633Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$675,67011.8KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1182Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$409,0997.1KQ2 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$4,71182Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$2,24139Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$3,16055Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$97717Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$4597Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$243,7044.2KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2364Q3 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$671Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$3,73465Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$2,43041Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$4,91185Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$3,47659Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$38,664673Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$326,5465.7KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$27,863485Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1693Q2 2026
Davis Capital Management$169M AUM0.00%$561Q2 2026
LOOMIS SAYLES & CO L P$74.3B AUM0.00%$23,382407Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,66629Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$2324Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$63211Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$4,07971Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$581Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$68912Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$6,664116Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$571Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$39,411686Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$19,763344Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$92016Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$4027Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,60828Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2674Q4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$571Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$57410Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$82514Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$4628Q1 2026OLDER

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