SEC 13F Intelligence

CVBFCVB FINL CORP

CUSIP 126600105 · Yahoo Finance ↗ · Google Finance ↗

Cvb Finl Corp (CVBF) has 282 institutional holders in Filings Flow’s 13F database, together reporting 113.44M shares worth $2.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
282
Q1 2026
Reported Value
$2.2B
Ticker
CVBF
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 143Q4 ’18Q1 ’19: 155Q2 ’19: 154Q2 ’19Q3 ’19: 157Q2 ’21: 150Q2 ’21Q4 ’21: 163Q4 ’22: 225Q4 ’22Q4 ’25: 264Q1 ’26: 282Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $2.4BQ4 ’18Q1 ’19: $3.3BQ2 ’19: $3.3BQ2 ’19Q3 ’19: $4.1BQ2 ’21: $5.9BQ2 ’21Q4 ’21: $6.3BQ4 ’22: $1.0BQ4 ’22Q4 ’25: $2.0BQ1 ’26: $2.2BQ1 ’26Q2 ’26: $74Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BERNZOTT CAPITAL ADVISORS$209M AUM3.86%$8M415.4KQ1 2026OLDER
HoldCo Asset Management, LP$1.3B AUM3.38%$45M2.34MQ1 2026OLDER
Citizens Business Bank$610M AUM2.18%$13M342.9KQ1 2026OLDER
Cliffwater LLC$377M AUM2.12%$8M412.2KQ1 2026OLDER
FJ Capital Management LLC$888M AUM1.86%$17M851.4KQ1 2026OLDER
Momentous Wealth Management, Inc.$175M AUM1.30%$2M117.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM1.28%$71M3.66MQ2 2026
Bolthouse Investments, LLC$111M AUM1.05%$1M60.0KQ1 2026OLDER
JACOBS ASSET MANAGEMENT, LLC$167M AUM0.70%$1M60.0KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.61%$2M85.0KQ1 2026OLDER
LONE PEAK GLOBAL INVESTORS LLC$600M AUM0.60%$4M190.4KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.52%$2M92.2KQ1 2026OLDER
Seaside Wealth Management, Inc.$356M AUM0.45%$2M80.9KQ3 2025OLDER
VARCOV Co.$268M AUM0.39%$990,87853.3KQ4 2025OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM0.35%$2M91.5KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.33%$46M2.36MQ1 2026OLDER
MQS Management LLC$148M AUM0.31%$530,93728.5KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.25%$3M179.2KQ1 2026OLDER
Mason & Associates Inc$516M AUM0.24%$1M66.0KQ1 2026OLDER
LAZARI CAPITAL MANAGEMENT, INC.$287M AUM0.16%$472,65124.4KQ1 2026OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.16%$353,40019.0KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.15%$17M895.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.15%$11M586.7KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.14%$8M428.2KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.13%$40M2.04MQ1 2026OLDER
Numerai GP LLC$997M AUM0.13%$1M65.9KQ1 2026OLDER
Odyssean, LLC$274M AUM0.13%$347,19717.9KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.12%$715,00037.8KQ3 2025OLDER
Palouse Capital Management, Inc.$160M AUM0.11%$180,3108.0KQ2 2026
Pinnacle Holdings, LLC$309M AUM0.11%$344,81217.8KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.11%$285,36115.3KQ4 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.11%$396,27320.4KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.10%$393,97020.5KQ1 2026OLDER
FORONJY FINANCIAL LLC$241M AUM0.10%$231,76912.0KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.07%$857,27144.2KQ1 2026OLDER
North Reef Capital Management LP$2.9B AUM0.07%$2M100.0KQ1 2026OLDER
Apriem Advisors$1.0B AUM0.06%$668,95534.5KQ1 2026OLDER
Whelan Financial$322M AUM0.06%$197,51310.6KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.05%$216,74611.7KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.05%$2M106.7KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.04%$250,57913.5KQ4 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$98,2695.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$30M1.54MQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$391,36820.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$284,40615.0KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$389,13820.1KQ1 2026OLDER
Hopwood Financial Services, Inc.$148M AUM0.03%$47,1382.5KQ3 2025OLDER
Revolve Wealth Partners, LLC$965M AUM0.03%$302,71113.4KQ2 2026
Entropy Technologies, LP$2.2B AUM0.03%$676,01334.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$148M7.61MQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.03%$858,97744.3KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$9M455.9KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.03%$701,10837.7KQ4 2025OLDER
KWB Wealth$1.0B AUM0.03%$261,31414.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$40M2.07MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$480,40125.8KQ4 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M69.5KQ1 2026OLDER
HCR Wealth Advisors$964M AUM0.02%$193,90010.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M325.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M56.5KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$653,90529.0KQ2 2026
Jump Financial, LLC$7.5B AUM0.02%$1M65.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M67.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$36,9952.0KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$150,0017.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$1M79.3KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$386,69120.4KQ3 2025OLDER
Trek Financial, LLC$1.9B AUM0.02%$254,58513.5KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$17M879.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$89M4.60MQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$496,86026.3KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M427.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$737,65438.0KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$24M1.22MQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.01%$218,64211.3KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.01%$199,07710.3KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.01%$264,40014.0KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$35M1.79MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$19M969.3KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$3M140.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$289,20214.9KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$2M108.8KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M110.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$407,76821.9KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$10M529.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$235,95712.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$329,06817.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$203,92510.8KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M109.5KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$504,87826.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$153M7.89MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$214,6539.5KQ2 2026
Brooklyn Investment Group$3.2B AUM0.01%$251,93513.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$660,34634.1KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$895,54047.4KQ3 2025OLDER
FMR LLC$1.90T AUM0.01%$144M7.44MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$565,47129.2KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$360,44118.6KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$40M2.13MQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$451,14723.3KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$9,787434Q2 2026
MetLife Investment Management, LLC$19.6B AUM0.01%$1M69.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$369M19.03MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M619.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$651,15533.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$204,54510.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$7M373.8KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$308,32015.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$233,11312.5KQ4 2025OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.01%$207,99710.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$8M430.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$679,23235.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$918,34947.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$154M7.96MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$1M66.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$3M135.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$26M1.32MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M171.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$9M454.5KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M92.0KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$1M65.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$446,99823.1KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$246,23512.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$16M826.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$1M55.0KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$685,86335.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$64M3.28MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$273M14.68MQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$209,37211.1KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$20M1.05MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$446,82123.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$29M1.47MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M112.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$1M75.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M83.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$195,91310.5KQ4 2025OLDER
ORG Partners LLC$568M AUM0.00%$19,4001.0KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M162.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$36,8471.6KQ2 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$282,74514.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M130.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$610,97931.5KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$421,67421.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$27M1.38MQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$819,46042.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M254.8KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M166.3KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$110M5.69MQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$371,33819.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M119.9KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$16,947874Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$206,72410.9KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$214,84111.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$44M2.37MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$531,69127.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M86.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$520,69926.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$14M747.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M257.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$576,47031.0KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M64.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$554,55428.6KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$203,59010.5KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$208,44310.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M121.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M56.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$582,61230.0KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$7,155369Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$12M631.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$11M586.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$308,36815.9KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$19,090971Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$3,956204Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$239,58312.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$582,43730.0KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M53.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$6M316.3KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M60.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$82,8154.3KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$20,2241.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$387,52820.0KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$6,574339Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$266,65014.1KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$195,24510.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$39,5742.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,662292Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$46,6722.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$736,89838.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$268,98013.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$18M925.6KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$325,38517.2KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M291.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$934,33048.2KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$696,49336.8KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$39,8082.1KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$318,34516.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M310.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M149.9KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$2,075107Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M271.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M56.6KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M452.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$961,23749.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$797,25941.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M183.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$210,90610.9KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$202,62610.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M73.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M158.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M434.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M79.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M179.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$31,2321.4KQ2 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$23,3891.3KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$17,044879Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M121.8KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$15,903841Q3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$361,43218.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$269,92213.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$3,800196Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$731,91437.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$8,145420Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$243,73212.6KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$51,4422.6KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$2M89.2KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$388,59620.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$244,87612.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$389,82520.1KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$99344Q2 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M58.2KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$5,022259Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$431,83522.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,238167Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,875303Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,288118Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$280,32115.1KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$435,82922.5KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$46525Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$413,37521.3KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$31,2371.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$8,241425Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M343.2KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$227,83311.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M82.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$799,37241.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,299170.1KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,967104Q4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$353,01418.2KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$44623Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$81,6134.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M63.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$426,85722.1KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1,78492Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$170,4968.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$10,374535Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M79.9KQ2 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,095108Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,10657Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$253,56413.4KQ3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$21,4261.1KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$54529Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,49477Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$34918Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$153,1737.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$7,407382Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$22,6661.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$494,13525.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$12,329652Q3 2025OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$4,483241Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$3,624186Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$41,7082.2KQ4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$2,344121Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$588,73330.4KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$270,82114.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$9,598495Q1 2026OLDER
Amundi$367.1B AUM0.00%$535,78427.6KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$42,5612.2KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$13,592701Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$44623Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,86296Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$52427Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$54,4412.8KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$4,086207Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$31,4121.6KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$31016Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$19410Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$422,00021.8KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$198,67010.2KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$62,5723.2KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$29115Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$60231Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$50526Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2,152111Q1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.00%$65734Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1367Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$3,858204Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$67,8463.5KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$13,336717Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,39672Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$15,128800Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,74590Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$9,455500Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$2,521130Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$6,011310Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$49226Q3 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$63234Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$8,058416Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,257278Q3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1568Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$2,073108Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$3,685190Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$583Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$362Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$4,731244Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$30,4921.6KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$2,366122Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$502Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$23312Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$15,438830Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$2,463127Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$382Q3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$3,839198Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$6,670344Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$55830Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$201Q1 2026OLDER
Erste Asset Management GmbH$10.8B AUM$00Q1 2026OLDER

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