SEC 13F Intelligence

CWSTCASELLA WASTE SYS INC

CUSIP 147448104 · Yahoo Finance ↗ · Google Finance ↗

Casella Waste Sys Inc (CWST) has 402 institutional holders in Filings Flow’s 13F database, together reporting 74.76M shares worth $5.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
402
Q1 2026
Reported Value
$5.7B
Ticker
CWST
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 142Q4 ’18Q1 ’19: 149Q2 ’19: 154Q2 ’19Q3 ’19: 154Q2 ’21: 216Q2 ’21Q4 ’21: 253Q4 ’22: 254Q4 ’22Q4 ’25: 390Q1 ’26: 402Q1 ’26Q2 ’26: 23filingsflow.com
Total reported value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $2.3BQ2 ’19: $2.7BQ2 ’19Q3 ’19: $3.3BQ2 ’21: $6.8BQ2 ’21Q4 ’21: $10.0BQ4 ’22: $2.2BQ4 ’22Q4 ’25: $7.3BQ1 ’26: $5.7BQ1 ’26Q2 ’26: $18Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HALLSTATT ADVISORS L.P.$126M AUM10.38%$13M165.4KQ1 2026OLDER
Forge First Asset Management Inc.$218M AUM7.05%$15M161.7KQ3 2025OLDER
Congruence Capital, LLC$298M AUM6.17%$17M171.2KQ4 2025OLDER
Conestoga Capital Advisors, LLC$5.0B AUM4.44%$223M2.80MQ1 2026OLDER
Catawba River Capital$208M AUM3.41%$7M87.1KQ1 2026OLDER
4D Advisors, LLC$158M AUM3.27%$5M65.0KQ1 2026OLDER
Summit Creek Advisors LLC$487M AUM3.04%$15M186.8KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM2.33%$3M36.1KQ1 2026OLDER
Roubaix Capital, LLC$214M AUM2.32%$5M62.8KQ1 2026OLDER
Pacific Capital Partners Ltd$101M AUM2.16%$2M20.8KQ4 2025OLDER
Ranger Investment Management, L.P.$1.4B AUM1.96%$27M341.7KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM1.96%$92M1.16MQ1 2026OLDER
Harvey Partners, LLC$1.3B AUM1.78%$22M281.5KQ1 2026OLDER
Global Alpha Capital Management Ltd.$1.7B AUM1.56%$26M325.8KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM1.36%$205M2.58MQ1 2026OLDER
SMA Capital LLC$232M AUM1.20%$3M35.0KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM1.05%$6M60.0KQ4 2025OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.97%$16M196.0KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.96%$20M250.3KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.80%$13M163.6KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.77%$46M574.2KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.72%$99M1.25MQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.68%$19M192.9KQ4 2025OLDER
FORMULA GROWTH LTD$222M AUM0.61%$1M17.1KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.61%$12M148.3KQ1 2026OLDER
Teton Advisors, LLC$142M AUM0.55%$786,2599.9KQ1 2026OLDER
Future Fund LLC$284M AUM0.54%$2M19.4KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.53%$4M52.0KQ1 2026OLDER
DF DENT & CO INC$5.2B AUM0.50%$26M327.6KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.49%$20M257.7KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.48%$34M426.7KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.47%$1M13.6KQ3 2025OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.41%$2M28.8KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.37%$90M1.13MQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.36%$4M51.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.35%$17M211.0KQ1 2026OLDER
RIVERBRIDGE PARTNERS LLC$4.1B AUM0.34%$14M173.2KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.33%$1M13.7KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.33%$100M1.26MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.30%$4M52.4KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.27%$65M822.5KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.26%$42M532.7KQ1 2026OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM0.26%$12M146.5KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.25%$31M384.8KQ1 2026OLDER
SEARLE & CO.$398M AUM0.23%$896,54211.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.22%$4M49.4KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.22%$3M30.1KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.21%$1M16.7KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.20%$5M52.9KQ4 2025OLDER
Pembroke Management, LTD$691M AUM0.20%$1M17.1KQ1 2026OLDER
Asset Advisory Group, Inc.$229M AUM0.19%$441,7954.6KQ2 2026
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.19%$3M36.6KQ1 2026OLDER
Highlander Partners, L.P.$256M AUM0.19%$476,0406.0KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.18%$42M526.7KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.18%$6M73.1KQ1 2026OLDER
MQS Management LLC$148M AUM0.18%$262,2983.3KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.17%$57M718.5KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.17%$2M26.7KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.17%$16M203.2KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.16%$4M45.9KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.16%$2M15.8KQ4 2025OLDER
Select Equity Group, L.P.$19.5B AUM0.16%$31M392.0KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.15%$270,9463.4KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM0.15%$2M28.4KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.15%$609,7746.2KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.14%$36M368.3KQ4 2025OLDER
VARCOV Co.$268M AUM0.14%$364,1413.7KQ4 2025OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.14%$341,1624.3KQ1 2026OLDER
Lindenwold Advisors, INC$212M AUM0.14%$287,2973.0KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.12%$33M415.4KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.12%$6M79.0KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.12%$1M15.2KQ2 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.12%$2M24.2KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.12%$3,28234.6KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.12%$99M1.05MQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.11%$9M111.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.11%$66M835.4KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.11%$6M70.1KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.10%$6M74.2KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.10%$400,1125.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.10%$59M721.9KQ1 2026OLDER
Access Investment Management LLC$376M AUM0.10%$357,0304.5KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.09%$134,8381.70MQ1 2026OLDER
Skylands Capital, LLC$763M AUM0.09%$664,4738.4KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.09%$3M28.8KQ4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.08%$52M649.5KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.08%$540,8165.7KQ3 2025OLDER
Hilltop National Bank$468M AUM0.08%$382,1593.9KQ2 2026
AXIOM INVESTORS LLC /DE$9.0B AUM0.08%$7M92.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$695,6538.8KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.08%$329,0234.1KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.08%$91M1.14MQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.08%$8M99.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.08%$73M924.4KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.08%$329,7643.4KQ4 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.08%$4M44.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.07%$4M46.9KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$444,2284.7KQ3 2025OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM0.07%$3M31.6KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.07%$966,9629.9KQ4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.07%$23M290.5KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.07%$6M72.0KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.06%$48M608.7KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.06%$269,7563.4KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.06%$572,8357.2KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM0.06%$1M15.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.06%$6M70.4KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.06%$569,2806.0KQ3 2025OLDER
Integrated Investment Consultants, LLC$471M AUM0.06%$287,0523.6KQ2 2026
CONNABLE OFFICE INC$1.0B AUM0.06%$611,0777.7KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.06%$8M102.1KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.06%$57M724.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.06%$76M953.8KQ1 2026OLDER
Numerai GP LLC$997M AUM0.06%$404,9484.3KQ3 2025OLDER
Mascoma Wealth Management LLC$484M AUM0.06%$272,9303.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.06%$31M387.5KQ1 2026OLDER
DE BURLO GROUP INC$441M AUM0.06%$245,9543.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.06%$18M223.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.05%$47M593.0KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.05%$3M35.0KQ3 2025OLDER
Legato Capital Management LLC$1.1B AUM0.05%$459,1244.8KQ3 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.05%$66,424685Q2 2026
Point72 Asset Management, L.P.$78.1B AUM0.05%$37M463.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M33.5KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.05%$86,7601.0KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.05%$222,9452.8KQ1 2026OLDER
Impax Asset Management Group plc$14.3B AUM0.04%$6M80.0KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.04%$205,4912.6KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.04%$2M19.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$56,264593Q3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.04%$15M186.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M27.7KQ1 2026OLDER
AMI ASSET MANAGEMENT CORP$1.6B AUM0.04%$602,6677.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$42M525.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.04%$18M221.9KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.04%$5M64.9KQ1 2026OLDER
Capital International Investors$426.5B AUM0.04%$155M1.95MQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.04%$20M255.7KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.04%$3M26.7KQ2 2026
HBK Sorce Advisory LLC$5.0B AUM0.03%$2M20.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$3M33.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M52.3KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.03%$218,9152.8KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.03%$320,6134.0KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.03%$16M156.9KQ4 2025OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.03%$898,8929.2KQ4 2025OLDER
Aberdeen Group plc$61.9B AUM0.03%$20M249.6KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M13.2KQ3 2025OLDER
Curated Wealth Partners LLC$794M AUM0.03%$283,1452.9KQ4 2025OLDER
First Bank & Trust$680M AUM0.03%$201,6012.1KQ2 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.03%$35M448.0KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.03%$185M2.33MQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.03%$4M45.0KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.03%$333,1243.5KQ3 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.03%$455,8885.7KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M14.3KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.03%$474,3746.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$15M153.9KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.03%$1M16.7KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.02%$267,7682.7KQ4 2025OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.02%$6M71.6KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.02%$318,1534.0KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.02%$3M32.4KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.02%$449,6995.7KQ1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.02%$209,7462.2KQ2 2026
HM PAYSON & CO$6.9B AUM0.02%$1M18.5KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.02%$37,131468Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$9M113.0KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$240,8342.5KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.02%$131M1.65MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$38,806409Q3 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$229,5712.3KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$204,7922.1KQ4 2025OLDER
Hardy Reed LLC$1.4B AUM0.02%$253,8883.2KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$96M1.21MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M16.4KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$85M1.07MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.02%$9M100.0KQ3 2025OLDER
State of Wyoming$844M AUM0.02%$144,4781.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M52.6KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.02%$464,6165.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M17.1KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$264,4183.0KQ3 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.02%$2M29.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$1M14.3KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$4M39.1KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$722,4709.1KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M28.5KQ2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$62M780.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$266M3.35MQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$604,0257.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$3M34.3KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$1M12.5KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M23.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$734,2567.5KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$24M305.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$413,9175.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$718M9.05MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$471,4385.9KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$392,1524.0KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M17.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M30.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$13M167.8KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$499,8426.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$74M932.8KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.01%$15,868200Q1 2026OLDER
Curi Capital, LLC$5.6B AUM0.01%$631,8116.5KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M83.1KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$231,8932.4KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.01%$992,06712.5KQ1 2026OLDER
Clark Wealth Partners$149M AUM0.01%$15,710198Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M13.4KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.01%$1M11.7KQ2 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$9M119.6KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$5M67.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$83M1.05MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$644M6.57MQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$1M15.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$909,95011.5KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$889,95211.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$35M436.1KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$2M19.2KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M68.6KQ3 2025OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$11,3862.4KQ3 2025OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.01%$12M154.1KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$396,7005.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M26.8KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$40,324425Q3 2025OLDER
Argent Trust Co$2.9B AUM0.01%$236,2753.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$133M1.36MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M17.2KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.01%$122,5801.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$52M652.7KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$2M20.2KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.01%$306,1603.1KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$211,3622.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$123M1.55MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$56M711.8KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$12,298155Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$20,399215Q3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$222,7872.8KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$34,279350Q2 2026
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.01%$261,8223.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M23.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M40.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$228,6582.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$23M284.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$107M1.36MQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$30,070379Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$27M345.8KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$9,045114Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M67.1KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$190M2.39MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$174,3521.8KQ2 2026
Measured Wealth Private Client Group, LLC$366M AUM0.01%$23,643298Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M46.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M15.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M63.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M74.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$207,4752.6KQ1 2026OLDER
Pingora Partners LLC$169M AUM0.01%$9,794100Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$22M276.6KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$10M120.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$31M396.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$35,386446Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$520,2575.3KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.01%$10M123.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$222M2.80MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$793,40010.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M48.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M24.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$51,412648Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$14,042148Q3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$2M19.0KQ3 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$222,5492.8KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.00%$230,2462.9KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$580,8487.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$4M40.8KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M119.7KQ3 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$432,5625.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$23M292.6KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1M13.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$226,3392.3KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$374,0094.7KQ1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$9,124115Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M25.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$916,5419.7KQ3 2025OLDER
Capital World Investors$732.9B AUM0.00%$31M392.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$826,88110.4KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$100,3891.0KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$373,6124.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$6M80.9KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M15.2KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$203,8132.1KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M52.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$14M174.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M54.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M16.0KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$50,230518Q2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$947,16111.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$470,0905.9KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M29.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M35.9KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$202,7362.1KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6M82.3KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$213,1072.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$171,9231.8KQ3 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$3,23233Q4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M48.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$10,314130Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$15,709162Q2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$173,9062.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$23,181292.2KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$3M41.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$11M144.1KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$34,751438Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$5M48.8KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$200,0792.0KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$35M438.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$28,121290Q2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$32,689412Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$290,9403.7KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$668,5188.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M76.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M16.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M56.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$69,740879Q1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M17.9KQ2 2026
Grove Bank & Trust$1.0B AUM0.00%$21,139218Q2 2026
Key FInancial Inc$562M AUM0.00%$11,742148Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M30.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M20.8KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$26,756282Q3 2025OLDER
Clayton Financial Group LLC$195M AUM0.00%$2,75229Q3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$407,6264.2KQ4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$262,3432.8KQ3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,54032.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$317,3743.3KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$339,1794.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M21.5KQ1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$18,586190Q4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$957,87212.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$412,5685.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$321,0104.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$55,380698Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$42,952548Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$79,5781.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M58.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$304,8243.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M25.4KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$36,576461Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$8M96.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1M14.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$369,3984.7KQ2 2026
AE Wealth Management LLC$18.5B AUM0.00%$243,9713.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$972,47012.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$741,1087.8KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M83.3KQ2 2026
HHM Wealth Advisors, LLC$869M AUM0.00%$10,632134Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$776,2619.8KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M14.5KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,17440Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$71,647903Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M25.2KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$442,5595.6KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$31,244319Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$34,593436Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$144,2401.8KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$6,18978Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M26.6KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$284,9072.9KQ4 2025OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.00%$75,904800Q3 2025OLDER
MASECO LLP$3.2B AUM0.00%$21,273217Q4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$3,49144Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$457,1324.8KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$509,8396.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$9,328107Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$997,38312.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$558,2407.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$230,4532.4KQ4 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$2,84630Q3 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$213,9802.7KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$2M27.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$7M83.1KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$3,57045Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$16,423207Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,93637Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M31.1KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$11,753120Q4 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1,11114Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$33,481422Q2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M16.1KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,77234Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$796,9928.4KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M14.2KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$13,646172Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$4,84061Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$10,949138Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M38.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M14.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$319,5124.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$443,1935.6KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.00%$5557Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$334,5804.2KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$394,4653.9KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$110,2801.1KQ4 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$5,39668Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$38,639487Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M14.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$304,1083.8KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$2,93637Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$4,52257Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$294,2723.7KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$15,127156Q2 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$4905Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,38030Q1 2026OLDER
Quarry LP$558M AUM0.00%$2,14227Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$6,73671Q3 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$4,12652Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$566,7267.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$24,406308Q1 2026OLDER
S&T BANK/PA$268M AUM0.00%$1,13912Q3 2025OLDER
Kilter Group LLC$232M AUM0.00%$7159Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$7059Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,11114Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$75,135947Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$28,621351Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$19,359244Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$3924Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$162,8002.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$971,35912.2KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$4905Q4 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$9,916115Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$18,022209Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$20,311256Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,27016Q1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$3,89141Q3 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$79410Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$8,727110Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M11.9KQ4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$1,90424Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$15,868200Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$5557Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$3463Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$3,57045Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$58,764600Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$95312Q1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$1,62921Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$2943Q4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,14327Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$37,414475Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$20,550259Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$64,836662Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$38,877490Q1 2026OLDER
Amundi$367.1B AUM0.00%$374,4844.7KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2383Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2383Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$15,710198Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$21,898276Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$24,040303Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3,65046Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$27,769350Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$3184Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,34917Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,14227Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$4776Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M13.1KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$2393Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$901Q3 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$1,12314Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$4776Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$55,683702Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2393Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$791Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$4766Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$7,11675Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,26113Q2 2026
CI INVESTMENTS INC.$20.6B AUM0.00%$10103Q3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$951Q3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$791Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1662Q3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$3975Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,68159Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,19015Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$1021Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$21,580272Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$791Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$951Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1592Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,50719Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$335Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,98425Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,01538Q2 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$2853Q3 2025OLDER

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