SEC 13F Intelligence

CSWCSW INDUSTRIALS INC

CUSIP 126402106 · Yahoo Finance ↗ · Google Finance ↗

Csw Industrials Inc (CSW) has 348 institutional holders in Filings Flow’s 13F database, together reporting 16.66M shares worth $4.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
348
Q1 2026
Reported Value
$4.1B
Ticker
CSW
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 99Q4 ’18Q1 ’19: 115Q2 ’19: 131Q2 ’19Q3 ’19: 141Q2 ’21: 145Q2 ’21Q4 ’21: 144Q4 ’22: 173Q4 ’22Q4 ’25: 350Q1 ’26: 348Q1 ’26Q2 ’26: 28filingsflow.com
Total reported value
Q4 ’18: $187MQ4 ’18Q1 ’19: $402MQ2 ’19: $683MQ2 ’19Q3 ’19: $1.8BQ2 ’21: $3.7BQ2 ’21Q4 ’21: $4.6BQ4 ’22: $744MQ4 ’22Q4 ’25: $4.7BQ1 ’26: $4.1BQ1 ’26Q2 ’26: $130Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Langdon Equity Partners$134M AUM15.46%$21M79.3KQ1 2026OLDER
Montanaro Asset Management Ltd$334M AUM3.88%$13M49.8KQ1 2026OLDER
SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM3.34%$23M88.3KQ1 2026OLDER
JACOBSON & SCHMITT ADVISORS, LLC$551M AUM3.01%$17M63.7KQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM3.01%$151M578.4KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM2.04%$80M305.4KQ1 2026OLDER
Zuckerman Investment Group, LLC$1.1B AUM1.96%$21M80.2KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM1.51%$228M873.7KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM1.45%$15M57.5KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM1.33%$2M5.3KQ4 2025OLDER
Laurus Global Equity Management Inc.$102M AUM1.07%$1M4.2KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.85%$5M19.1KQ1 2026OLDER
Heron Bay Capital Management$1.1B AUM0.84%$9M35.0KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM0.82%$5M16.3KQ2 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.77%$13M51.0KQ1 2026OLDER
Sovereign's Capital Management, LLC$136M AUM0.66%$900,8253.5KQ1 2026OLDER
Moerus Capital Management LLC$271M AUM0.66%$2M6.8KQ1 2026OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.60%$3M9.9KQ1 2026OLDER
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM0.59%$2M8.1KQ1 2026OLDER
RIVERBRIDGE PARTNERS LLC$3.6B AUM0.57%$20M73.4KQ2 2026
Champlain Investment Partners, LLC$7.9B AUM0.54%$42M162.7KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.51%$84M300.5KQ2 2026
DF DENT & CO INC$5.2B AUM0.48%$25M96.6KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.47%$8M29.1KQ1 2026OLDER
Numerai GP LLC$997M AUM0.44%$3M12.9KQ3 2025OLDER
Warner Group LLC$153M AUM0.42%$639,7242.5KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.37%$37M141.9KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM0.37%$17M66.9KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.34%$9M35.5KQ1 2026OLDER
Kensington Investment Counsel, LLC$208M AUM0.31%$653,5352.5KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.31%$15M60.0KQ3 2025OLDER
1900 WEALTH MANAGEMENT LLC$1.6B AUM0.31%$5M18.3KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.29%$98M375.4KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.28%$338,7541.3KQ1 2026OLDER
GRACE & WHITE INC /NY$566M AUM0.28%$2M6.1KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.24%$7M26.0KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.22%$541,4852.1KQ1 2026OLDER
CADINHA & CO LLC$537M AUM0.21%$1M4.3KQ1 2026OLDER
HMS Capital Management, LLC$259M AUM0.20%$509,0612.0KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.19%$70M269.8KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.19%$6M19.5KQ4 2025OLDER
Kathleen S. Wright Associates Inc.$270M AUM0.18%$489,6602.0KQ3 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.16%$11M44.0KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.16%$5M19.9KQ1 2026OLDER
Sprinkle Financial Consultants LLC$255M AUM0.16%$395,1861.4KQ2 2026
Select Equity Group, L.P.$19.5B AUM0.15%$30M113.5KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.15%$3M10.4KQ1 2026OLDER
FIRST NATIONAL CORP /MA/ /ADV$527M AUM0.13%$709,9432.8KQ3 2025OLDER
Scientech Research LLC$120M AUM0.13%$210,461717Q4 2025OLDER
Cynosure Group, LLC$800M AUM0.13%$1M4.8KQ3 2025OLDER
Perbak Capital Partners LLP$406M AUM0.13%$411,2361.4KQ4 2025OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.12%$1M4.4KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.11%$15M58.0KQ1 2026OLDER
Heritage Family Offices, LLP$225M AUM0.11%$237,112808Q4 2025OLDER
Orange Investment Advisors, Inc.$772M AUM0.10%$942,8193.2KQ4 2025OLDER
K.J. Harrison & Partners Inc$608M AUM0.10%$625,3922.4KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.10%$772,3693.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.10%$655,4252.7KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.10%$24M82.4KQ4 2025OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.09%$1M4.7KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.08%$1M3.9KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.08%$417,9861.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.08%$114M437.5KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.08%$5M20.9KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.08%$3M10.3KQ4 2025OLDER
AdvisorShares Investments LLC$549M AUM0.08%$469,6481.6KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.08%$2M8.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.08%$3M11.5KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.07%$97M371.9KQ1 2026OLDER
Sandbox Financial Partners, LLC$356M AUM0.07%$260,5801.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.07%$300,4491.2KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.07%$2M7.2KQ3 2025OLDER
Mechanics Bank Trust Department$808M AUM0.07%$534,3361.9KQ2 2026
Farringdon Capital, Ltd.$457M AUM0.07%$300,1881.2KQ1 2026OLDER
CIM, LLC$692M AUM0.06%$414,6131.6KQ1 2026OLDER
Port Capital LLC$2.2B AUM0.06%$1M5.1KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.06%$34M131.2KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.06%$3M11.2KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.06%$12M45.2KQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.06%$4M16.9KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.05%$402,0781.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.05%$2M7.6KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.05%$228,660779Q4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.05%$5M19.4KQ1 2026OLDER
Hilltop National Bank$468M AUM0.05%$229,319824Q2 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.05%$4M16.2KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$15M58.9KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$68,477262.8KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.05%$1,2815.3KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$271,5241.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.05%$34M130.1KQ1 2026OLDER
Marietta Wealth Management, LLC$841M AUM0.04%$327,7131.4KQ3 2025OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.04%$268,3971.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.04%$21M81.0KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.04%$591,7772.3KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$27M103.2KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.04%$365,1621.4KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.04%$4M14.6KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.03%$8M31.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M7.3KQ1 2026OLDER
Mawer Investment Management Ltd.$15.4B AUM0.03%$5M18.9KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.03%$681,9382.6KQ1 2026OLDER
Hendershot Investments Inc.$744M AUM0.03%$233,740897Q1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.03%$7M27.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$2M9.4KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.03%$1M3.8KQ1 2026OLDER
TFO Wealth Partners, LLC$735M AUM0.03%$208,464800Q1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$333,4061.2KQ2 2026
Summit Financial, LLC$7.8B AUM0.03%$2M7.6KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$20M76.6KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.03%$845,8433.2KQ1 2026OLDER
Capital World Investors$732.9B AUM0.03%$187M716.0KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.02%$1M4.2KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.02%$356,3571.5KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.02%$11M43.0KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.02%$281,4261.1KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.02%$504,7451.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.02%$13M48.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$291,3001.2KQ3 2025OLDER
Archer Investment Corp$469M AUM0.02%$96,571329Q4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$859,9143.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M9.3KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.02%$2M225Q3 2025OLDER
HOWE & RUSLING INC$1.5B AUM0.02%$309,8301.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$21M81.6KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.02%$4M13.5KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.02%$651,9712.5KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$218,466785Q2 2026
Main Street Financial Solutions, LLC$1.3B AUM0.02%$235,998804Q4 2025OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.02%$221,249795Q2 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M53.8KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$80M306.4KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$1M5.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$840,6313.2KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.02%$500,7511.9KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.02%$208,464800Q1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$497,9691.9KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.01%$484,1571.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M4.5KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$325,7251.3KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.01%$479,7281.8KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$131,332504Q1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.01%$6M22.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$973,0063.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$624,8712.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$234M897.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$26M99.2KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$7M28.2KQ3 2025OLDER
TCI Wealth Advisors, Inc.$1.9B AUM0.01%$224,360861Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M11.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$197M669.6KQ1 2026OLDER
Capital International Investors$426.5B AUM0.01%$50M190.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M8.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$8M29.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$21M80.5KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M13.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$623M2.39MQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$956,0473.7KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$1M5.9KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$247,724951Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$344,7471.3KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M9.6KQ4 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$435,6901.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M3.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M43.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$31M119.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M37.8KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M4.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$811,2713.3KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$351,0011.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$418,7531.6KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$209,008861Q3 2025OLDER
Destination Wealth Management$3.9B AUM0.01%$319,9921.2KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$2M6.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$658,5812.7KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$5M15.6KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$30M114.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$11M43.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$516M1.76MQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$202,992779Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M7.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$2M6.2KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$53M203.8KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.01%$1M5.1KQ2 2026
Arizona State Retirement System$17.1B AUM0.01%$1M4.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$46M175.5KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$92,168314Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$45M171.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$183,121658Q2 2026
Pure Financial Advisors, LLC$7.0B AUM0.01%$456,7971.8KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$14M51.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$664,7402.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$363,2491.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$101M389.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M7.7KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M6.2KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$402,8571.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$51M196.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$167M641.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$491,1931.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M4.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M19.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M16.8KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$805,9743.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$3M11.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$213,134878Q3 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$1M4.3KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$9M33.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$64,104246Q1 2026OLDER
SATURNA CAPITAL CORP$7.1B AUM0.00%$342,1421.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$191M732.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$26M97.9KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$837,5053.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M66.4KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$28,664110Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M10.6KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$625,3922.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$30M113.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M14.3KQ3 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$83,386320Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$142,277546Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$36,773141.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$117,034451Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$18M69.6KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.00%$339,8501.4KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M5.2KQ4 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$331,7181.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$964,1463.7KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.00%$201,069685Q4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M8.6KQ3 2025OLDER
Capital Research Global Investors$644.6B AUM0.00%$23M86.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$544,8732.1KQ2 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$232,176891Q1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.00%$245,206941Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$982,1273.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M64.5KQ2 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M4.1KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$4,43017Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$8,49635Q3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1M3.5KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$3,15913.0KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M13.0KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$256,411984Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M7.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$392,6941.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$217,833706Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$30,796117Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M11.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$10M37.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$9,90238Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M9.4KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$6,67924Q2 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M4.2KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$56,286216Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$476,3401.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M38.1KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$487,0241.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$31M119.7KQ1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$3,34012Q2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$533,5652.2KQ3 2025OLDER
Park Place Capital Corp$499M AUM0.00%$10,16339Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$721,8392.8KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$948,2223.6KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$39,870153Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$224,919863Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M8.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M19.8KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$115,495415Q2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M7.6KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$17,81164Q2 2026
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.00%$26,058100Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M14.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$18,36866Q2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M15.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$862,7803.3KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$287,6001.1KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$756,4272.6KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$290,0411.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$314,0091.2KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$17,19866Q1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$316,7191.1KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M33.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7M27.1KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$16,93865Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$1,5366Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$3,22911Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$5M20.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M4.9KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$276,2151.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M15.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M4.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$348,6621.3KQ2 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$309,9921.3KQ3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$8,80630Q4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$276,4841.1KQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.00%$2,97610Q1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$283,2501.1KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.00%$1,4576Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$606,1082.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$736,7602.5KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$215,158733Q4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$424,4851.6KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$649,6262.5KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M6.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$537,3182.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$234,522900Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$534,2251.8KQ4 2025OLDER
Community Bank, N.A.$840M AUM0.00%$7,29528Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M5.2KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$154,784594Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$506,3391.7KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$27,88695Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M6.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$3,64115Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$55,764214Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$217,584835Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$731,9692.8KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$66,931252Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$589,1722.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$4,43017Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$51,595198Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$488,0791.9KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$36,481140Q2 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1M4.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,90915Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$117,006482Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M21.0KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$244,163937Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,3459Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$15,89561Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$31,408107Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$11,98746Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$9,12035Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$17,19966Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M12.4KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,1754Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$124,061423Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$41,953161Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$7,33825Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$941,7363.6KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$1,3035Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$414,9221.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$763,7692.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$2,3459Q1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$4,95219Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M24.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$353,5221.4KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$307,8271.0KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$241,297926Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$61,757237Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$11,46644Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,3035Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$291,8501.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$29,939115Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$381,5891.3KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M4.0KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$15,05162Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$66,708256Q1 2026OLDER
Amundi$367.1B AUM0.00%$852,8783.3KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,0414Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$2611Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,64914Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$5,87120Q4 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$6,67924Q2 2026
Davis Capital Management$169M AUM0.00%$2781Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,12712Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$295,2371.1KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,0984Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$8353Q2 2026
CVA Family Office, LLC$950M AUM0.00%$1,3035Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$240,565991Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$356,9941.4KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$7293Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$7823Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$58,891226Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$5,47221Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$10,94442Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$34,162131Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2611Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$703,5662.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$33,354128Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$343,4451.3KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$67,751260Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$18,57571Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$19,02273Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,78310Q2 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,60610Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$2941Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$29,353100Q4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$2601Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2611Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$34,049116Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$5222Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$8,60033Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$3,81613Q4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$7823Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$9714Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$803,3153.1KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2611Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,3035Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$2431Q3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$3,90915Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$27,361105Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$5572Q2 2026
Ancora Advisors LLC$4.7B AUM0.00%$5872Q4 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$5222Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$2611Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$7823Q2 2026

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