CWTCALIFORNIA WTR SVC GROUP
CUSIP 130788102 · Yahoo Finance ↗ · Google Finance ↗
California Wtr Svc Group (CWT) has 335 institutional holders in Filings Flow’s 13F database, together reporting 50.92M shares worth $2.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.
Institutional Holders
335
Q1 2026
Reported Value
$2.1B
Ticker
CWT
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NUANCE INVESTMENTS, LLC$717M AUM | 10.14% | $73M | 1.60M | Q1 2026OLDER |
| Beck Bode, LLC$591M AUM | 3.16% | $19M | 411.7K | Q1 2026OLDER |
| Triodos Investment Management BV$1.3B AUM | 1.42% | $19M | 414.0K | Q1 2026OLDER |
| NORTHSTAR ASSET MANAGEMENT INC$326M AUM | 0.83% | $3M | 60.0K | Q1 2026OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 0.72% | $2M | 35.9K | Q1 2026OLDER |
| Teton Advisors, LLC$142M AUM | 0.64% | $909,520 | 20.1K | Q1 2026OLDER |
| Bridge City Capital, LLC$361M AUM | 0.48% | $2M | 38.3K | Q1 2026OLDER |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM | 0.44% | $29M | 647.5K | Q1 2026OLDER |
| Green Alpha Advisors, LLC$102M AUM | 0.35% | $355,623 | 7.8K | Q1 2026OLDER |
| Arjuna Capital$393M AUM | 0.33% | $1M | 28.6K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.31% | $2M | 36.1K | Q3 2025OLDER |
| Meiji Yasuda Asset Management Co Ltd.$2.0B AUM | 0.30% | $6M | 134.1K | Q1 2026OLDER |
| Rodgers Brothers Inc.$866M AUM | 0.26% | $2M | 50.0K | Q1 2026OLDER |
| CoreCommodity Management, LLC$538M AUM | 0.24% | $1M | 28.6K | Q1 2026OLDER |
| Thematics Asset Management$2.2B AUM | 0.21% | $5M | 100.5K | Q3 2025OLDER |
| MQS Management LLC$148M AUM | 0.20% | $336,414 | 7.8K | Q4 2025OLDER |
| Alan B Lancz & Associates, Inc.$103M AUM | 0.19% | $211,094 | 4.6K | Q3 2025OLDER |
| Corient IA LLC$106M AUM | 0.19% | $201,310 | 4.4K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.18% | $485,287 | 10.6K | Q3 2025OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.17% | $1M | 22.6K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.15% | $2M | 49.3K | Q1 2026OLDER |
| BROADWATER CAPITAL MANAGEMENT LLC$128M AUM | 0.15% | $188,807 | 3.6K | Q4 2025OLDER |
| Asset Planning,Inc$141M AUM | 0.15% | $204,030 | 4.5K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.14% | $293,032 | 6.5K | Q1 2026OLDER |
| Farmers & Merchants Trust Co of Long Beach$426M AUM | 0.14% | $589,420 | 13.0K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.13% | $459,521 | 10.1K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.12% | $806,857 | 17.6K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.12% | $5M | 104.0K | Q1 2026OLDER |
| Ketron Financial$279M AUM | 0.11% | $312,846 | 6.9K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.11% | $472,927 | 10.3K | Q3 2025OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.11% | $154,986 | 3.42M | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.08% | $1M | 24.3K | Q1 2026OLDER |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.08% | $2M | 51.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.08% | $10M | 238.8K | Q4 2025OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.08% | $5M | 103.0K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.08% | $220,843 | 4.9K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.08% | $220,843 | 4.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.07% | $398,442 | 8.8K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.07% | $742,941 | 16.4K | Q1 2026OLDER |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM | 0.06% | $324,181 | 7.2K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.06% | $102,015 | 2.3K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.06% | $226,700 | 5.0K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.06% | $3M | 61.8K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.06% | $977,802 | 21.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.06% | $8M | 179.2K | Q4 2025OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.06% | $299,788 | 6.6K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.05% | $224,297 | 4.9K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.05% | $1M | 27.1K | Q4 2025OLDER |
| Sciencast Management LP$785M AUM | 0.05% | $381,954 | 8.8K | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.05% | $941,394 | 20.8K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.04% | $2M | 38.5K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $61M | 1.35M | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.04% | $157M | 3.47M | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.04% | $4M | 80.4K | Q2 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM | 0.04% | $2M | 42.5K | Q1 2026OLDER |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.04% | $272,040 | 6.0K | Q1 2026OLDER |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM | 0.04% | $4M | 85.1K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $225,138 | 4.9K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.04% | $2M | 44.6K | Q1 2026OLDER |
| Magellan Asset Management Ltd$7.7B AUM | 0.04% | $3M | 61.4K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.03% | $1M | 31.8K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.03% | $318,151 | 7.0K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.03% | $10M | 213.2K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.03% | $2M | 52.8K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.03% | $4M | 86.6K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.03% | $306,272 | 6.8K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.03% | $73,451 | 1.6K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.03% | $281,108 | 6.2K | Q1 2026OLDER |
| Maven Securities LTD$5.2B AUM | 0.03% | $1M | 27.6K | Q4 2025OLDER |
| Legato Capital Management LLC$1.1B AUM | 0.03% | $276,710 | 6.1K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.03% | $75,304 | 1.7K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.02% | $208,020 | 4.6K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.02% | $5M | 106.0K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.02% | $1M | 26.4K | Q1 2026OLDER |
| Maple Capital Management, Inc.$1.5B AUM | 0.02% | $302,282 | 6.7K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 26.1K | Q1 2026OLDER |
| BLACKHILL CAPITAL INC$1.9B AUM | 0.02% | $344,584 | 7.6K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.02% | $1M | 30.7K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $40,254 | 929 | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $910,518 | 20.1K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $368,796 | 8.1K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $2M | 52.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $328,127 | 7.2K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.02% | $38,766 | 855 | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.02% | $30,456 | 672 | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $878,644 | 19.4K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.01% | $2M | 53.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $258,494 | 5.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $300,815 | 6.6K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $2M | 43.2K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $482,671 | 10.5K | Q3 2025OLDER |
| Parvin Asset Management, LLC$139M AUM | 0.01% | $18,136 | 400 | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $239,162 | 5.3K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $3M | 66.5K | Q1 2026OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 0.01% | $45,340 | 1.0K | Q1 2026OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.01% | $24,235 | 535 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $12M | 256.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $53M | 1.16M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $414,000 | 9.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $902,174 | 20.8K | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $194M | 4.29M | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $656,181 | 14.5K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $7M | 152.1K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $227,959 | 5.3K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $332,840 | 7.3K | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $6M | 129.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $8M | 186.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $15M | 321.3K | Q1 2026OLDER |
| New Age Alpha Advisors, LLC$2.1B AUM | 0.01% | $194,871 | 4.3K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $30,378 | 670 | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $2M | 47.0K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $484,780 | 10.7K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 48.7K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $720,045 | 15.9K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $70,413 | 1.6K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $467M | 10.31M | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.01% | $35M | 777.5K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $617,259 | 13.6K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.01% | $2M | 37.3K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $1M | 33.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 138.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 100.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $13M | 289.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $45M | 1.00M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $220,171 | 4.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $8M | 174.4K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $219,986 | 5.1K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $592,987 | 13.1K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $930,558 | 20.5K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $756,317 | 16.7K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $12M | 258.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $121,058 | 2.7K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $2M | 40.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $627,506 | 13.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $12M | 261.3K | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.01% | $593,002 | 13.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.01% | $2M | 44.5K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $155,680 | 3.2K | Q2 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $477,158 | 10.5K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.01% | $12,167 | 268 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $19M | 425.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $33M | 728.5K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.00% | $208,708 | 4.5K | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $141M | 3.10M | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1M | 26.3K | Q1 2026OLDER |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 0.00% | $20,177 | 445 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $23,129 | 504 | Q3 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $3M | 60.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $6,393 | 141 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $2M | 47.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $318M | 7.35M | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 25.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $228,946 | 5.0K | Q3 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $18M | 386.4K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $742,669 | 16.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $41,667 | 919 | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $12,421 | 274 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $23M | 506.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $67M | 1.48M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13M | 294.5K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $10,889 | 237 | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $9,431 | 208 | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $817,707 | 18.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $435,128 | 9.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $29M | 637.3K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.00% | $22,262 | 491 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $85,920 | 1.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $8M | 169.7K | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $309,219 | 6.8K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $3M | 61.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $63M | 1.39M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $326,221 | 7.2K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $215,954 | 4.8K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $5M | 117.5K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $21,038 | 464 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $121M | 2.67M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $493,946 | 10.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $32,887 | 676 | Q2 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 47.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 77.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $703,443 | 16.2K | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $3M | 58.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $1M | 26.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $3M | 56.3K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 49.0K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $38,353 | 846 | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $2M | 42.4K | Q2 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $643,828 | 14.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 29.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $673,075 | 14.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $640,473 | 14.1K | Q1 2026OLDER |
| Resona Asset Management Co.,Ltd.$20.1B AUM | 0.00% | $469,677 | 10.4K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $26,085 | 564 | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.00% | $396,556 | 9.2K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 82.8K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $2M | 41.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 234.7K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 52.9K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $3M | 55.7K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $3M | 58.0K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $294,937 | 6.5K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $31,738 | 700 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $256,977 | 5.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $33M | 767.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $2M | 40.2K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 30.5K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $568,337 | 12.5K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $390,440 | 9.0K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $193,140 | 4.2K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $6,348 | 140 | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $3,144 | 73 | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $540,498 | 11.9K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $18,136 | 400 | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $89,864 | 2.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $350,278 | 7.6K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $342,135 | 7.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $54,820 | 1.2K | Q1 2026OLDER |
| IFM Investors Pty Ltd$12.0B AUM | 0.00% | $193,511 | 4.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $292,686 | 6.4K | Q3 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $2M | 33.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $13M | 284.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $881,074 | 19.4K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 26.8K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $362,810 | 8.0K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $357,530 | 7.8K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $6M | 136.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $4M | 95.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 28.2K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $746,251 | 16.5K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $483,053 | 10.7K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $6,456 | 149 | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 27.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $492,962 | 10.9K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $608,599 | 13.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $71,838 | 1.7K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 185.8K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.00% | $1,542 | 34 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $866,734 | 19.1K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $1,451 | 32 | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $746,840 | 16.5K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.00% | $261,657 | 5.8K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $56,768 | 1.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 61.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $38,358 | 846 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $675,354 | 14.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $72,897 | 1.6K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $298,977 | 6.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $34,890 | 770 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $2,729 | 60 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 26.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,081 | 90 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $483,076 | 10.4K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $1M | 32.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 65.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $650,380 | 14.3K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $290,124 | 6.3K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 26.9K | Q3 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $470,969 | 10.3K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $500,873 | 11.0K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $377,002 | 8.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $574,338 | 12.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $165,003 | 3.6K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $1,093 | 24.1K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $4,534 | 100 | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $21,000 | 453 | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $2,948 | 65 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3M | 67.6K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $256,709 | 5.6K | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $11,244 | 248 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 123.3K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $47,450 | 1.0K | Q3 2025OLDER |
| Holocene Advisors, LP$41.5B AUM | 0.00% | $289,088 | 6.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $69,280 | 1.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $10,944 | 241 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $621,781 | 13.7K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 25.8K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $1,904 | 42 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $46,746 | 1.0K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $6,167 | 136 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $826,992 | 18.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $358,775 | 7.9K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 25.9K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $299,879 | 6.6K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,448 | 54 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 49.6K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $2,040 | 45 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $507,083 | 11.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $395,191 | 9.1K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 22.5K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $3,038 | 67 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $867 | 20 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $327,267 | 7.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,159 | 202 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $16,550 | 365 | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $915 | 21 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 52.8K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7M | 151.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $21,219 | 468 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $3,782 | 83.4K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $11,607 | 256 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $255,264 | 5.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 121.9K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,878 | 482 | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,866 | 41 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $28,705 | 626 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 22.1K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $4,852 | 107 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,763 | 212 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $278,070 | 6.1K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,406 | 31 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,449 | 54 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,766 | 61 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $363 | 8 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 22.9K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $309,672 | 6.8K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $19,043 | 420 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $13,784 | 304 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $627,913 | 13.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 34.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $234,384 | 5.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $5,259 | 116 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $4,333 | 100 | Q4 2025OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $1,377 | 30 | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $298,020 | 6.6K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $8,562 | 176 | Q2 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $363 | 8 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $13,149 | 290 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,043 | 23 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $17,081 | 374 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $202,106 | 4.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $1,179 | 26 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $12,514 | 276 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,225 | 27 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $781 | 17 | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $998 | 22 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $5,259 | 116 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 28.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $244,474 | 5.4K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,652 | 36 | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $103,783 | 2.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,251 | 158 | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $1,331 | 29 | Q3 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $453 | 10 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $19,802 | 437 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $62,579 | 1.4K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $227 | 5 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $508,000 | 11.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,557 | 59 | Q4 2025OLDER |
| Davis Capital Management$169M AUM | 0.00% | $146 | 3 | Q2 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,270 | 28 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $25,998 | 600 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $13,602 | 300 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $20,403 | 450 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $771 | 17 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,632 | 36 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $271 | 6 | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $174 | 4 | Q4 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $91 | 2 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $68,461 | 1.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $8,951 | 197 | Q2 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $137 | 3 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $273 | 6 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $4,910 | 107 | Q3 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $136 | 3 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $30,378 | 670 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $688 | 15 | Q3 2025OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $45 | 1 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $305 | 7 | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $61 | 1 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $130 | 3 | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $438 | 9 | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,813 | 40 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $14,780 | 326 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $725 | 16 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $2,730 | 60 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $45 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $3,795 | 88 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $997 | 23 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $816 | 18 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.