SEC 13F Intelligence

EENI SPA

CUSIP 26874R108 · Yahoo Finance ↗ · Google Finance ↗

Eni Spa (E) has 332 institutional holders in Filings Flow’s 13F database, together reporting 25.09M shares worth $1.2B as of Q1 2026. The largest reported holders are Jones Financial Companies Lllp, Morgan Stanley, and Blackrock, Inc..

Institutional Holders
332
Q1 2026
Reported Value
$1.2B
Ticker
E
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 143Q4 ’18Q1 ’19: 134Q2 ’19: 130Q2 ’19Q3 ’19: 118Q2 ’21: 115Q2 ’21Q4 ’21: 143Q4 ’22: 171Q4 ’22Q4 ’25: 273Q1 ’26: 332Q1 ’26Q2 ’26: 21filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $1.3BQ2 ’19Q3 ’19: $935MQ2 ’21: $390MQ2 ’21Q4 ’21: $468MQ4 ’22: $233MQ4 ’22Q4 ’25: $640MQ1 ’26: $1.2BQ1 ’26Q2 ’26: $25Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RD Lewis Holdings, Inc.$115M AUM3.57%$4M73.9KQ1 2026OLDER
LFG Wealth Partners, LLC$166M AUM2.39%$4M70.0KQ2 2026
Blue Capital, Inc.$153M AUM2.08%$3M80.3KQ3 2025OLDER
Turas Capital Management LP$392M AUM1.18%$5M81.9KQ1 2026OLDER
XY Capital Ltd$101M AUM0.76%$768,87713.6KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.57%$2M57.7KQ3 2025OLDER
New Vernon Capital Holdings II LLC$136M AUM0.51%$690,47212.2KQ1 2026OLDER
Arosa Capital Management LP$660M AUM0.47%$3M55.0KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.47%$1M18.9KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.46%$1M21.4KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$112M AUM0.36%$397,1767.0KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.33%$1M23.9KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.33%$4M74.3KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.25%$6M105.7KQ1 2026OLDER
Flatrock Wealth Partners LLC$208M AUM0.20%$408,69010.8KQ1 2026OLDER
R Squared Ltd$182M AUM0.18%$325,6215.8KQ1 2026OLDER
SEVEN MILE ADVISORY$139M AUM0.17%$242,0084.3KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.16%$1M19.7KQ1 2026OLDER
Plan A Wealth LLC$209M AUM0.16%$324,0925.7KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.13%$321,1495.7KQ1 2026OLDER
FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM0.12%$390,7226.9KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.12%$16M410.6KQ4 2025OLDER
Capital Wealth Planning, LLC$18.1B AUM0.12%$21M378.9KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.11%$477,5106.6KQ4 2025OLDER
Congress Park Capital LLC$326M AUM0.11%$373,6266.6KQ1 2026OLDER
Plan Group Financial, LLC$426M AUM0.11%$481,1858.5KQ1 2026OLDER
MBA Advisors LLC$260M AUM0.11%$283,0505.0KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.11%$232,0565.6KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.10%$440,4869.4KQ2 2026
Traveka Wealth, LLC$262M AUM0.10%$253,8964.5KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.10%$978,57720.9KQ2 2026
Callan Family Office, LLC$4.4B AUM0.10%$4M74.3KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.09%$691,03812.2KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.09%$159,9092.8KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.09%$6M109.0KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.09%$407,5357.2KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.08%$605,04810.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.08%$8M133.0KQ1 2026OLDER
Manske Wealth Management$357M AUM0.07%$257,5764.5KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.07%$145M2.63MQ1 2026OLDER
Archer Investment Corp$469M AUM0.07%$327,3195.8KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.07%$325,3705.7KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.07%$837,12614.8KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.07%$2M37.7KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.06%$662,62111.7KQ1 2026OLDER
Fractal Investments LLC$845M AUM0.06%$520,0199.2KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.06%$4M70.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.06%$12M209.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.06%$634,20313.5KQ2 2026
GTS SECURITIES LLC$2.8B AUM0.06%$2M28.0KQ1 2026OLDER
Investors Research Corp$523M AUM0.06%$301,6238.0KQ4 2025OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.05%$918,44116.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M55.2KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.05%$358,3416.3KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.05%$7M130.0KQ1 2026OLDER
Carrera Capital Advisors$649M AUM0.05%$310,6645.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.05%$235,6836.2KQ4 2025OLDER
Kathmere Capital Management, LLC$1.6B AUM0.05%$771,87713.6KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.05%$3M47.4KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.05%$8M133.7KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.05%$270,4834.8KQ1 2026OLDER
EWA, LLC$441M AUM0.05%$202,2683.6KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.05%$3M48.5KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M32.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.04%$26M453.9KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.04%$4M68.0KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.04%$45,231799Q1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.04%$875,95225.1KQ3 2025OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$217,7223.8KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.04%$779,18013.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.04%$1M23.8KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.04%$790,84214.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.04%$186,3234.9KQ2 2026
CI INVESTMENTS INC.$20.6B AUM0.04%$8M141.9KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.04%$321,5445.7KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.04%$2M28.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$432,7687.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.04%$4M63.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$63M1.12MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$4M70.7KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.03%$2M26.7KQ1 2026OLDER
May Hill Capital, LLC$371M AUM0.03%$245,3966.5KQ4 2025OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.03%$626,72911.1KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.03%$570,36210.1KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.03%$94,8502.5KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.03%$2M32.1KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.03%$254,8594.5KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.03%$1M21.5KQ1 2026OLDER
Hilltop National Bank$468M AUM0.03%$130,5052.8KQ2 2026
CAMBIAR INVESTORS LLC$2.2B AUM0.03%$593,27310.5KQ1 2026OLDER
GQG Partners LLC$63.1B AUM0.03%$17M300.7KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.03%$73,6501.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$50M879.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.02%$2M28.7KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$298,3116.4KQ2 2026
PDS Planning, Inc$1.5B AUM0.02%$359,9836.4KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.02%$433,3747.7KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$550,88215.8KQ3 2025OLDER
Rosenberg Matthew Hamilton$488M AUM0.02%$105,9171.9KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$749,80716.0KQ2 2026
Addison Advisors LLC$452M AUM0.02%$96,1821.7KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$842,92314.9KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$674,50811.9KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.02%$452,3718.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M28.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.02%$832,06221.9KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.02%$2M38.4KQ1 2026OLDER
Hemenway Trust Co LLC$1.2B AUM0.02%$226,4404.0KQ1 2026OLDER
a16z Perennial Management, L.P.$1.2B AUM0.02%$209,5143.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$225,2115.9KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.02%$448,1229.6KQ2 2026
Ares Financial Consulting, LLC$139M AUM0.02%$22,352477Q2 2026
Smartleaf Asset Management LLC$2.8B AUM0.02%$431,7717.7KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.02%$1M30.6KQ4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$58,2521.0KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.01%$202,4373.6KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.01%$664,31811.7KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.01%$249,0274.4KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.01%$204,1363.6KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.01%$233,3316.2KQ4 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.01%$20,097355Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$418,9427.4KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$634,93811.2KQ1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.01%$1M25.0KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$347,3026.1KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M27.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M22.3KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$7M124.3KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.01%$27,343483Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M34.6KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$32M568.4KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$543,10014.3KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M81.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$25M441.1KQ1 2026OLDER
Safe Harbor Fiduciary, LLC$105M AUM0.01%$11,382300Q4 2025OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$226,4404.0KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.01%$68,2721.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$536,8539.5KQ2 2026
Aquatic Capital Management LLC$3.5B AUM0.01%$508,31314.5KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$90,2361.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M37.8KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$683,18311.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$70M1.24MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$26M458.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$11M200.3KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$656,90211.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M27.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.01%$16,927299Q1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$6M108.8KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.01%$728,74012.9KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.01%$364,8516.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$25,135444Q1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$499,6408.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$115M3.02MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$52M913.4KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M25.7KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$461,0328.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.01%$5M92.5KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.01%$18,398325Q1 2026OLDER
DV EQUITIES, LLC$558M AUM0.01%$35,132926Q4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.01%$6,284111Q1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.01%$6M105.8KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$1M20.0KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$454,00113.0KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$33M586.2KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$410,3107.2KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$276,0874.9KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$232,8374.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M308.1KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$14,605258Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M27.1KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$263,8544.7KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$852,03714.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$15,908281Q1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$258,3154.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M49.9KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$7,264155Q2 2026
OLD NATIONAL BANCORP /IN/$6.0B AUM0.00%$226,8924.0KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$34,402607Q1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$763,83813.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$671,08211.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$40,533716Q1 2026OLDER
NFSG Corp$608M AUM0.00%$21,965388Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$40,427708Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M92.8KQ4 2025OLDER
Signature Equity Partners, LLC$186M AUM0.00%$6,623117Q1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$202,9483.6KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M18.8KQ1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$6,454114Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$2M28.4KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$14,152250Q1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$255,2544.5KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$264,4427.0KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M42.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$95,3881.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$40M701.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$211,7613.7KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$8M149.2KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$520,0849.2KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$261,8784.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M34.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M57.7KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$3M57.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M28.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$16M280.5KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$216,2603.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$9M156.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$314,9905.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$30,230534Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$7M116.3KQ2 2026
Stone House Investment Management, LLC$558M AUM0.00%$12,454220Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$5,623120Q2 2026
Key Capital Management, INC$151M AUM0.00%$3,28358Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$75,5751.3KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$433,2037.7KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$3,66264Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M34.6KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$256,1054.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$38M672.2KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$407,16611.7KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$10M183.0KQ2 2026
HB Wealth Management, LLC$15.5B AUM0.00%$294,9955.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$226,2366.0KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$6,139131Q2 2026
Pinnacle Bancorp, Inc.$339M AUM0.00%$6,260165Q4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$84,9151.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M69.6KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$16,474291Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$34,306606Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$473,0738.4KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$3,17156Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$30,954546Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$308,1835.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$404,0267.1KQ1 2026OLDER
Bravera Wealth$222M AUM0.00%$3,68065Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M27.0KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$438,6217.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M26.4KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M25.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$10M175.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$1,97634.9KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$430,1807.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$668,54911.8KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$38,7251.1KQ3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$9,718172Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M200.9KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$261,9914.6KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$2,01153Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$93,7471.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$8M135.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$71M1.25MQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$9,862174Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M23.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$720,95512.7KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$13,176231Q1 2026OLDER
Promus Capital, LLC$157M AUM0.00%$1,74850Q3 2025OLDER
Roxbury Financial LLC$126M AUM0.00%$1,40630Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2M33.3KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$11,322200Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$385,2776.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$5M83.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$190,5883.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$659,63711.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$466,4948.2KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$214,1593.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$52,1511.4KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$53,3691.5KQ3 2025OLDER
Key FInancial Inc$562M AUM0.00%$4,733135Q3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$294,3725.2KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$280,5975.1KQ1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$3,79367Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M20.0KQ1 2026OLDER
Burk Holdings LLC$233M AUM0.00%$1,86833Q1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$3,90669Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$1,92534Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$11,047291Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$180,9213.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$718,57420.6KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$570,99715.1KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$835,15714.8KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$6,228110Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M65.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$14,662259Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$8,944158Q1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$1,69830Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$13,555247Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$679,96012.0KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.00%$2,66147Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$28,248499Q1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.00%$2,15138Q1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$1,58528Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$4,69983Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4,02071Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$409,5167.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$291,8815.2KQ1 2026OLDER
Nvest Wealth Strategies, Inc.$143M AUM0.00%$73613Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M140.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M35.3KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$4,69182Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2,17438Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$5,09590Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$6,510115Q1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$3,51062Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$10,517186Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$11,345299Q4 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$3,90769Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$3,96370Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$17,662312Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$95,6191.7KQ1 2026OLDER
MOTCO$1.1B AUM0.00%$3,794100Q4 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$48,467854Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$6,227110Q1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$1,10029Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$227,5404.0KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$3,70279Q2 2026
LRI Investments, LLC$1.1B AUM0.00%$3,20857Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$17,108302Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$8,868155Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$219,8173.9KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$1,01918Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$5,464144Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$270,2714.8KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$1,89750Q4 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$2,09537Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$6M100.2KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$2264Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$928,46116.4KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$93317Q1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM0.00%$12,721225Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$2,43543Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2,60446Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$28,758508Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$3,00053Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$713,00012.6KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$10,082175Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$297,4295.3KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$4538Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$3967Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$9,737172Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$370,2296.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$15,601276Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,284111Q1 2026OLDER
First Pacific Financial$777M AUM0.00%$63018Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$461,04712.2KQ4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$37,9401.0KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$27,852492Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$115,8242.0KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$79314Q1 2026OLDER
Trust Co$1.1B AUM0.00%$5099Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,947256Q3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$79314Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$2,66147Q1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$72119Q4 2025OLDER
Palisade Asset Management, LLC$996M AUM0.00%$2808Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$79717Q2 2026
Grove Bank & Trust$1.0B AUM0.00%$2345Q2 2026
Horizon Investments, LLC$8.9B AUM0.00%$2,03836Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$26,097461Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,92952Q2 2026
BARCLAYS PLC$416.3B AUM0.00%$40,816721Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$3,794100Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,02427Q4 2025OLDER
Beacon Capital Management, Inc.$1.8B AUM0.00%$501Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2,20839Q1 2026OLDER

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