CSWCCAPITAL SOUTHWEST CORP
CUSIP 140501107 · Yahoo Finance ↗ · Google Finance ↗
Capital Southwest Corp (CSWC) has 168 institutional holders in Filings Flow’s 13F database, together reporting 16.69M shares worth $340M as of Q1 2026. The largest reported holders are Two Sigma Investments, LP, Two Sigma Advisers, LP, and Sound Income Strategies, LLC.
Institutional Holders
168
Q1 2026
Reported Value
$340M
Ticker
CSWC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SANDERS MORRIS HARRIS LLC$172M AUM | 10.48% | $18M | 760.0K | Q2 2026 |
| Melia Wealth LLC$207M AUM | 5.52% | $11M | 515.5K | Q1 2026OLDER |
| Womack Financial LLC$136M AUM | 3.78% | $5M | 232.3K | Q1 2026OLDER |
| Muzinich & Co., Inc.$286M AUM | 3.30% | $9M | 426.2K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 2.96% | $7M | 294.0K | Q2 2026 |
| GraniteShares Advisors LLC$139M AUM | 1.75% | $2M | 109.9K | Q1 2026OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 1.03% | $2M | 76.5K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.96% | $20M | 903.3K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.85% | $8M | 357.8K | Q1 2026OLDER |
| First Dallas Securities Inc.$270M AUM | 0.73% | $2M | 89.7K | Q1 2026OLDER |
| GRACE & WHITE INC /NY$566M AUM | 0.64% | $4M | 164.7K | Q1 2026OLDER |
| Empirical Finance, LLC$2.1B AUM | 0.64% | $14M | 618.9K | Q1 2026OLDER |
| Moerus Capital Management LLC$271M AUM | 0.50% | $1M | 61.7K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.34% | $3M | 124.6K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.33% | $818,838 | 37.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.32% | $2M | 71.2K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.29% | $2M | 72.7K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.29% | $1M | 68.3K | Q3 2025OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.27% | $477,018 | 21.6K | Q1 2026OLDER |
| FJ Capital Management LLC$888M AUM | 0.23% | $2M | 92.7K | Q4 2025OLDER |
| Hodges Capital Management Inc.$1.2B AUM | 0.20% | $2M | 110.3K | Q1 2026OLDER |
| Bayshore Capital Advisors, LLC$237M AUM | 0.19% | $453,460 | 20.5K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.19% | $2M | 75.8K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.18% | $424,085 | 19.2K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.18% | $506,130 | 22.9K | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 0.17% | $774,200 | 35.0K | Q2 2026 |
| Catalina Capital Group, LLC$168M AUM | 0.16% | $263,519 | 11.9K | Q4 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.14% | $496,904 | 22.5K | Q1 2026OLDER |
| Kingstone Capital Partners Texas, LLC$162M AUM | 0.12% | $212,000 | 9.7K | Q3 2025OLDER |
| Core Wealth Partners LLC$215M AUM | 0.12% | $254,822 | 11.5K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.12% | $891,901 | 41.0K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.12% | $1M | 65.8K | Q4 2025OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.10% | $1M | 59.9K | Q1 2026OLDER |
| FCG Investment Co$228M AUM | 0.10% | $235,998 | 10.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.09% | $1M | 69.8K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.09% | $441,184 | 19.9K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.09% | $14M | 619.1K | Q2 2026 |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.08% | $536,498 | 24.3K | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 0.08% | $188,020 | 8.5K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.07% | $575,120 | 26.0K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.07% | $276,678 | 12.5K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.07% | $270,474 | 12.4K | Q3 2025OLDER |
| Sciencast Management LP$785M AUM | 0.05% | $288,377 | 13.2K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.05% | $819,107 | 37.0K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.05% | $58,618 | 2.6K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.05% | $485,257 | 21.9K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $897,805 | 40.6K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 62.4K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.04% | $52M | 2.35M | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.04% | $2M | 108.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.04% | $3M | 135.5K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.04% | $2M | 95.4K | Q2 2026 |
| SageGuard Financial Group, LLC$646M AUM | 0.03% | $214,335 | 9.7K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.03% | $67,864 | 3.1K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $323,129 | 14.6K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.03% | $404,177 | 18.3K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.02% | $403,690 | 18.3K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $106,372 | 4.8K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.02% | $429,581 | 19.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 196.8K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $796,292 | 36.0K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $273,534 | 12.5K | Q3 2025OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.02% | $1M | 49.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 88.2K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.02% | $30,254 | 1.4K | Q3 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.02% | $24,942 | 1.13M | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.02% | $408,120 | 19.0K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.02% | $309,048 | 12.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $685,639 | 31.0K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.01% | $282,207 | 12.8K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $348,014 | 15.7K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.01% | $3M | 147.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $349,520 | 15.8K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $4M | 188.9K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $17,298 | 782 | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $581,814 | 26.3K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $328,885 | 14.7K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 188.9K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $460,762 | 20.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 452.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $545,214 | 24.6K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 88.4K | Q4 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.01% | $206,822 | 9.3K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $11,075 | 500 | Q4 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $203,168 | 9.3K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $30,968 | 1.4K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.01% | $11,060 | 500 | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.01% | $154,840 | 7.0K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $756,356 | 34.6K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $6M | 252.2K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $294,484 | 13.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $646,280 | 29.2K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.00% | $205,139 | 9.3K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $389,246 | 17.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 56.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $256,652 | 11.6K | Q4 2025OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $55,300 | 2.5K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $478,190 | 21.6K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $22,784 | 1.0K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $6M | 284.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $22,120 | 1.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $246,969 | 11.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $281,776 | 12.9K | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $88,426 | 4.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $19M | 854.1K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $231,507 | 10.6K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 90.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 402.9K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $10M | 443.1K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $26,035 | 1.2K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $226,426 | 10.4K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $8,848 | 400 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 204.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $17M | 751.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 264.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $7M | 329.1K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $15,484 | 700 | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $205,561 | 9.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 55.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $92,572 | 4.2K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $51,517 | 2.3K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 92.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $212,640 | 9.6K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $13,272 | 600 | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $47,312 | 2.1K | Q4 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $22,673 | 1.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 231.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $478,258 | 21.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $59,724 | 2.7K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $34,355 | 1.6K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $75,413 | 3.4K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.00% | $63,086 | 2.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $42,692 | 1.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $926,252 | 42.4K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $35,392 | 1.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $705,525 | 31.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $22,120 | 1.0K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $3,135 | 142 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 229.1K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 56.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $385,776 | 17.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $59,260 | 2.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 105.5K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $36,194 | 1.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $123,600 | 5.6K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $5,530 | 250 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $17,740 | 802 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $291,869 | 13.4K | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $13,272 | 600 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $67,489 | 3.1K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $664 | 30 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $6,558 | 300 | Q3 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $250,620 | 11.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $303,044 | 13.7K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $9,954 | 450 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 121.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $305,316 | 13.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 238.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $434,214 | 19.8K | Q3 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $4,358 | 197 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 75.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $242,435 | 11.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $23,292 | 1.1K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $4,372 | 200 | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,371 | 62 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $213,170 | 9.6K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $50,540 | 2.3K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $215,604 | 9.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $4,424 | 200 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $10,099 | 462 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $30,995 | 1.4K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $219,822 | 9.9K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $544,763 | 24.7K | Q4 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $1,327 | 60 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,415 | 109 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $57,645 | 2.6K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $159,993 | 7.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $6M | 276.5K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $81 | 3.7K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $515,000 | 23.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $582,154 | 26.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $589,520 | 26.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $924,040 | 41.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $97,527 | 4.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $102,946 | 4.7K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 69.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $29,681 | 1.3K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $725 | 33 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $111 | 5 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $9,901 | 447 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $6,437 | 291 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $315,542 | 14.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $88,171 | 4.0K | Q2 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $248,872 | 11.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $24,796 | 1.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,977 | 225 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $7,698 | 348 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $597 | 27 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $44 | 2 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $22 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.