SEC 13F Intelligence

DEAEASTERLY GOVT PPTYS INC

CUSIP 27616P301 · Yahoo Finance ↗ · Google Finance ↗

Easterly Govt Pptys Inc (DEA) has 228 institutional holders in Filings Flow’s 13F database, together reporting 35.48M shares worth $761M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
228
Q1 2026
Reported Value
$761M
Ticker
DEA
Quarters Tracked
5

Ownership Trend

Institutional holders
Q1 ’25: 12Q1 ’25Q2 ’25: 216Q2 ’25Q3 ’25: 223Q3 ’25Q4 ’25: 220Q4 ’25Q1 ’26: 228Q1 ’26filingsflow.com
Total reported value
Q1 ’25: $13MQ1 ’25Q2 ’25: $726MQ2 ’25Q3 ’25: $738MQ3 ’25Q4 ’25: $710MQ4 ’25Q1 ’26: $761MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KEMPNER CAPITAL MANAGEMENT INC.$106M AUM2.02%$2M95.5KQ4 2025OLDER
Aurora Investment Managers, LLC.$164M AUM1.60%$3M128.2KQ3 2025OLDER
Gilman Hill Asset Management, LLC$731M AUM1.48%$9M408.7KQ2 2025OLDER
MILLER VALUE PARTNERS, LLC$383M AUM1.38%$3M146.8KQ2 2025OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM1.26%$6M281.5KQ1 2026
TT Capital Management LLC$121M AUM1.11%$1M62.8KQ1 2026
Foresight Group Ltd Liability Partnership$566M AUM0.75%$4M199.0KQ1 2026
Pekin Hardy Strauss, Inc.$957M AUM0.74%$7M331.7KQ1 2026
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.31%$9M441.3KQ1 2026
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.25%$366,92216.5KQ2 2025OLDER
MQS Management LLC$148M AUM0.24%$360,86016.8KQ1 2026
Legacy Investment Solutions, LLC$192M AUM0.24%$464,95720.9KQ2 2025OLDER
Xcel Wealth Management, LLC$362M AUM0.22%$794,95137.1KQ1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.21%$422,62219.7KQ1 2026
Abacus Planning Group, Inc.$743M AUM0.21%$2M72.7KQ1 2026
Odyssean, LLC$274M AUM0.18%$500,43323.4KQ1 2026
WOLFF WIESE MAGANA LLC$181M AUM0.16%$281,69813.1KQ1 2026
Consolidated Portfolio Review Corp$1.1B AUM0.15%$1M52.8KQ3 2025OLDER
Parvin Asset Management, LLC$139M AUM0.12%$170,3698.0KQ1 2026
Carnegie Lake Advisors LLC$252M AUM0.11%$282,59713.2KQ1 2026
Abundance Wealth Counselors$697M AUM0.10%$670,89531.3KQ1 2026
Investment Research Partners LLC$246M AUM0.09%$215,26110.0KQ1 2026
Bridgefront Capital, LLC$402M AUM0.07%$276,30112.4KQ2 2025OLDER
Abel Hall, LLC$469M AUM0.07%$337,24415.7KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.07%$2M72.6KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.06%$3M136.1KQ1 2026
Advyzon Investment Management, LLC$1.1B AUM0.06%$663,43931.0KQ1 2026
Brookwood Investment Group LLC$810M AUM0.06%$463,66821.6KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.06%$877,96641.0KQ1 2026
Clear Harbor Asset Management, LLC$1.4B AUM0.05%$745,44334.8KQ1 2026
Almanack Investment Partners, LLC.$592M AUM0.05%$297,87713.9KQ1 2026
AssuredPartners Investment Advisors, LLC$919M AUM0.05%$444,57720.6KQ1 2026
Essex Financial Services, Inc.$1.8B AUM0.05%$711,55432.1KQ2 2025OLDER
GSA CAPITAL PARTNERS LLP$1.6B AUM0.04%$619,00027.9KQ2 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.04%$32M1.48MQ1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.03%$100,8774.5KQ2 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$208,8469.1KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$295,94813.8KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$23M1.07MQ1 2026
Sonora Investment Management Group, LLC$1.4B AUM0.03%$402,65117.6KQ3 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.03%$343,81115.5KQ2 2025OLDER
Summit Global Investments$1.7B AUM0.03%$454,00021.2KQ1 2026
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.03%$64,5043.0KQ1 2026
Intrua Financial, LLC$969M AUM0.03%$249,83811.7KQ1 2026
Atom Investors LP$1.4B AUM0.03%$282,31712.7KQ2 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$29M1.36MQ1 2026
Pacer Advisors, Inc.$35.6B AUM0.02%$8M396.8KQ4 2025OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.02%$382,56817.9KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.02%$5M247.1KQ1 2026
MONETARY MANAGEMENT GROUP INC$419M AUM0.02%$82,5053.9KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.02%$2M70.3KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$4M201.1KQ1 2026
Dakota Wealth Management$4.6B AUM0.02%$793,82835.8KQ2 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$24M1.11MQ1 2026
Penserra Capital Management LLC$8.5B AUM0.01%$1M55.3KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$956,70943.1KQ2 2025OLDER
HRT FINANCIAL LP$40.1B AUM0.01%$5M248.3KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.01%$723,00031.5KQ3 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$874,21140.8KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M156.6KQ1 2026
State of Alaska, Department of Revenue$9.2B AUM0.01%$961,00044.9KQ1 2026
Hilton Head Capital Partners, LLC$177M AUM0.01%$17,573820Q1 2026
Caption Management, LLC$17.1B AUM0.01%$2M75.6KQ1 2026
Virtu Financial LLC$2.4B AUM0.01%$228,00010.6KQ1 2026
Strategic Wealth Partners, Ltd.$1.5B AUM0.01%$116,3285.2KQ2 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.01%$391,14217.6KQ2 2025OLDER
ALLSTATE CORP$9.4B AUM0.01%$777,48036.3KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$18,901892Q4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$649,26129.2KQ2 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M325.2KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$415,74219.4KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.01%$510,74123.8KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M92.4KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$261,74611.4KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$786,56736.7KQ1 2026
Covestor Ltd$144M AUM0.01%$9,000403Q1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$785,81037.1KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M201.8KQ1 2026
Metis Global Partners, LLC$4.1B AUM0.01%$245,73811.5KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$275,19112.4KQ2 2025OLDER
AXA S.A.$256M AUM0.01%$2M93.9KQ2 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$498,24621.7KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$2M94.9KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$226,27910.6KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$205,7289.6KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M221.7KQ1 2026
Vestcor Inc$3.6B AUM0.01%$185,0008.6KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$3M118.8KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$3M129.5KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$997,39546.5KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$42,1962.0KQ1 2026
Rise Advisors, LLC$284M AUM0.00%$12,084527Q3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$1M59.3KQ1 2026
Ethic Inc.$6.4B AUM0.00%$236,78711.0KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M66.4KQ1 2026
Vident Advisory, LLC$11.7B AUM0.00%$428,17120.0KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$308,29413.4KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$22M1.01MQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$641,20729.9KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$675,11029.4KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$68,7473.2KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$6M279.0KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$57M2.68MQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$168M7.84MQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$249,10211.6KQ1 2026
Financial Perspectives, Inc$358M AUM0.00%$10,456456Q3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$11M497.9KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$215,32910.0KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$203,0929.5KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$539,05025.2KQ1 2026
WELCH & FORBES LLC$7.7B AUM0.00%$212,3719.9KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M277.3KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$27,5801.3KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$13M601.2KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M172.0KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$17M782.5KQ1 2026
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$6,420280Q3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M73.5KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M98.0KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M131.4KQ1 2026
Colonial Trust Co / SC$735M AUM0.00%$17,144800Q1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$793,70337.0KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$74,0413.5KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$231,25110.8KQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.00%$381,36817.8KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M57.0KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$311,44214.5KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$2M70.3KQ1 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$423,36219.6KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$265,53912.4KQ1 2026
AMALGAMATED BANK$13.1B AUM0.00%$269,00012.6KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$236,41611.0KQ1 2026
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$239,07311.2KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$53M2.48MQ1 2026
UBS Group AG$666.3B AUM0.00%$12M559.9KQ1 2026
HOEY INVESTMENTS, INC$693M AUM0.00%$12,173568Q1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.00%$226,00010.6KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$27M1.28MQ1 2026
Tanglewood Legacy Advisors, LLC$276M AUM0.00%$4,500210Q1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M71.2KQ2 2025OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$250,39610.9KQ3 2025OLDER
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$753,00035.1KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M282.1KQ1 2026
Arizona State Retirement System$17.1B AUM0.00%$258,03912.0KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$102M4.83MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$11M511.6KQ1 2026
Handelsbanken Fonder AB$30.0B AUM0.00%$425,00018.5KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M294.8KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M114.8KQ1 2026
SITTNER & NELSON, LLC$274M AUM0.00%$3,624150Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$5M254.7KQ1 2026
IFM Investors Pty Ltd$12.0B AUM0.00%$147,6536.9KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$558,01626.0KQ1 2026
Quantbot Technologies LP$2.4B AUM0.00%$29,2521.4KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$964,69345.0KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$1M58.9KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$693,80730.3KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$37,6321.8KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$279,42513.0KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$330,58015.4KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$415,43019.6KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M275.0KQ1 2026
CWM, LLC$38.1B AUM0.00%$407,03919.0KQ1 2026
Swiss National Bank$173.8B AUM0.00%$2M86.7KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$367,37417.1KQ1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,136193Q1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$41M1.92MQ1 2026
ALPS ADVISORS INC$21.3B AUM0.00%$215,73610.1KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$17M779.4KQ1 2026
FIRST COMMUNITY TRUST NA$136M AUM0.00%$1,28660Q1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$898,53841.9KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$879,10141.0KQ1 2026
Aspect Partners, LLC$245M AUM0.00%$2,119100Q4 2025OLDER
Essential Partners LLC$250M AUM0.00%$2,264102Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$492,99723.0KQ1 2026
Triumph Capital Management$491M AUM0.00%$4,286200Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$27,3451.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M162.9KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$197,1359.2KQ1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$8,542394Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$12M547.4KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$1M50.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M200.3KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$25,5451.2KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$10,715500Q1 2026
NFSG Corp$608M AUM0.00%$3,907176Q2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$47,5322.2KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$309,02914.3KQ1 2026
STRS OHIO$25.2B AUM0.00%$156,0107.3KQ1 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$54,9462.6KQ4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$12,320582Q1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$30,1521.4KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M230.5KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$326,40015.2KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$644,03630.1KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$504,00023.5KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$208,0009.7KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M74.4KQ1 2026
Aberdeen Group plc$61.9B AUM0.00%$319,77814.9KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$1M56.3KQ1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$743,94234.7KQ1 2026
High Note Wealth, LLC$509M AUM0.00%$2,454107Q3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M71.2KQ1 2026
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.00%$6,000276Q1 2026
Archer Investment Corp$469M AUM0.00%$2,143100Q1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.00%$4,288187Q3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$230,13710.7KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$13,458628Q1 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$714,32932.2KQ2 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$412,83218.0KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M164.5KQ1 2026
Smithfield Trust Co$2.3B AUM0.00%$9,000400Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$107,7505.0KQ1 2026
Belvedere Trading LLC$84.4B AUM0.00%$328,89126.3KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,35163Q1 2026
Focus Partners Wealth$89.9B AUM0.00%$326,35715.2KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$93,3924.4KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$328,56515.3KQ1 2026
GHP Investment Advisors, Inc.$2.4B AUM0.00%$8,026350Q3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$383,49017.9KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$83,0003.9KQ1 2026
Creative Planning$147.4B AUM0.00%$461,80021.5KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$5,860273Q1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$209,3929.8KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$314,77714.2KQ2 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,42164Q2 2025OLDER
FMR LLC$1.90T AUM0.00%$5M247.2KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$456,16919.9KQ3 2025OLDER
VAN ECK ASSOCIATES CORP$133.2B AUM0.00%$324,00015.1KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$58,3972.7KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$15,430720Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M150.2KQ1 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$14,015654Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$8,079377Q1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$246,52111.5KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,265199Q1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$336,45115.7KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$7,865367Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$136,6476.4KQ1 2026
Amundi$367.1B AUM0.00%$719,81233.6KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$17,132747Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$34,8021.6KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$399,71218.7KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$355,09516.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$674,74631.5KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$59626Q3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$420,85519.9KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$712,31133.2KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$298,80113.0KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$57927Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$15,524734Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M50.7KQ1 2026
North Star Investment Management Corp.$1.7B AUM0.00%$2,143100Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$256,15312.0KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$64,3973.0KQ1 2026
Fortitude Family Office, LLC$448M AUM0.00%$53625Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$8,529398Q1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$1M47.4KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$303,32014.2KQ1 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$85840Q1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$62129Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$520,69624.3KQ1 2026
Point72 Europe (London) LLP$2.0B AUM0.00%$1,90783Q3 2025OLDER
Quarry LP$558M AUM0.00%$55126Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,693219Q1 2026
Cedar Mountain Advisors, LLC$581M AUM0.00%$42920Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$20,016934Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$258,23912.1KQ1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$48921Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$202,4219.6KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$44,0002.0KQ2 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$236,67311.0KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$10,186475Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$80,8343.8KQ1 2026
Provenance Wealth Advisors, LLC$945M AUM0.00%$40719Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$2,05796Q1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$53625Q1 2026
Abound Wealth Management$504M AUM0.00%$1517Q1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$6,558286Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$5,851273Q1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$35616Q2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,90383Q3 2025OLDER
CX Institutional$3.5B AUM0.00%$1,00070Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$16,115752Q1 2026
CENTRAL TRUST Co$5.1B AUM0.00%$1,14750Q3 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$53324Q2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$17,294807Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$29,0161.4KQ1 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$221Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$60028Q1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$34616Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$32,7341.5KQ1 2026
DANSKE BANK A/S$41.5B AUM0.00%$4,286200Q1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$6,000297Q1 2026
Dunhill Financial, LLC$424M AUM0.00%$301Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$39,0001.8KQ1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$19,308901Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$3,306156Q4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$1,37264Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$57927Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$3,863174Q2 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$643Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,00070Q2 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$21210Q4 2025OLDER

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