SEC 13F Intelligence

EBCEASTERN BANKSHARES INC

CUSIP 27627N105 · Yahoo Finance ↗ · Google Finance ↗

Eastern Bankshares Inc (EBC) has 293 institutional holders in Filings Flow’s 13F database, together reporting 168.99M shares worth $3.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and FMR LLC.

Institutional Holders
293
Q1 2026
Reported Value
$3.0B
Ticker
EBC
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 160Q2 ’21Q4 ’21: 176Q4 ’21Q4 ’22: 197Q4 ’22Q4 ’25: 280Q4 ’25Q1 ’26: 293Q1 ’26Q2 ’26: 16Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $3.8BQ2 ’21Q4 ’21: $4.0BQ4 ’21Q4 ’22: $628MQ4 ’22Q4 ’25: $3.0BQ4 ’25Q1 ’26: $3.0BQ1 ’26Q2 ’26: $42MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HoldCo Asset Management, LP$1.3B AUM10.75%$144M7.38MQ1 2026OLDER
RAFFLES ASSOCIATES LP$115M AUM6.70%$8M394.8KQ1 2026OLDER
FJ Capital Management LLC$888M AUM3.84%$34M1.74MQ1 2026OLDER
Azora Capital LP$1.5B AUM2.18%$47M2.60MQ3 2025OLDER
NORTHSTAR ASSET MANAGEMENT INC$326M AUM1.56%$5M259.7KQ1 2026OLDER
ENDEAVOUR CAPITAL ADVISORS INC$441M AUM1.28%$6M288.9KQ1 2026OLDER
TOWLE & CO$257M AUM1.22%$3M160.3KQ1 2026OLDER
Anderson Financial Strategies, LLC$182M AUM0.90%$2M80.9KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.84%$18M915.4KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.83%$36M1.85MQ1 2026OLDER
Minerva Advisors LLC$155M AUM0.79%$1M62.6KQ1 2026OLDER
PVG ASSET MANAGEMENT CORP$173M AUM0.68%$1M52.6KQ2 2026
Sheets Smith Investment Management$154M AUM0.64%$985,05554.3KQ3 2025OLDER
North Reef Capital Management LP$2.9B AUM0.59%$15M796.5KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.57%$56M2.84MQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM0.54%$7M382.4KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.50%$33M1.47MQ2 2026
Fieldview Capital Management, LLC$343M AUM0.44%$1M76.5KQ1 2026OLDER
SENTINEL PENSION ADVISORS, LLC$676M AUM0.43%$3M150.1KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.43%$985,41350.4KQ1 2026OLDER
KITCHING PARTNERS, LLC$109M AUM0.37%$401,04220.5KQ1 2026OLDER
Sandy Cove Advisors, LLC$400M AUM0.33%$1M60.2KQ2 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.28%$3M162.4KQ1 2026OLDER
Genesis Wealth Advisors, LLC$150M AUM0.28%$415,33721.2KQ1 2026OLDER
Alliance Private Wealth, LLC$288M AUM0.24%$689,62131.0KQ2 2026
MENDON CAPITAL ADVISORS CORP$258M AUM0.23%$586,80030.0KQ1 2026OLDER
Harbor Group, Inc.$692M AUM0.21%$1M74.4KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.18%$263,19613.46MQ1 2026OLDER
Impax Asset Management Group plc$14.3B AUM0.17%$25M1.27MQ1 2026OLDER
LITTLE HOUSE CAPITAL LLC$387M AUM0.15%$577,52929.5KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.13%$3M160.1KQ4 2025OLDER
LYNCH & ASSOCIATES/IN$533M AUM0.13%$684,60035.0KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.13%$38M1.96MQ1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.12%$2M87.0KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.11%$4M216.3KQ3 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.11%$1M46.0KQ2 2026
Neo Ivy Capital Management$379M AUM0.11%$453,31425.0KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.10%$59M3.00MQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.10%$146,0747.5KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.09%$134M6.85MQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.09%$264,94013.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.09%$858,68443.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.08%$18M941.3KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.08%$1M57.3KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.08%$2M110.0KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.08%$352,39318.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.08%$2M111.4KQ1 2026OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.07%$1M68.3KQ1 2026OLDER
NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM0.07%$2M92.5KQ1 2026OLDER
SOMERVILLE KURT F$379M AUM0.07%$278,69114.2KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.07%$1M56.8KQ3 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.07%$23M1.20MQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.07%$161,0188.2KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.06%$1M58.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.06%$38M1.96MQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.06%$9M455.3KQ1 2026OLDER
WHALEROCK POINT PARTNERS, LLC$518M AUM0.06%$317,79116.2KQ1 2026OLDER
Knott David M Jr$168M AUM0.06%$97,8005.0KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.06%$275,26814.1KQ1 2026OLDER
Single Point Partners, LLC$503M AUM0.05%$272,76413.9KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.05%$44M2.44MQ3 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.05%$446,75022.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M140.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$42M2.16MQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.05%$785,68342.6KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.04%$10M529.4KQ1 2026OLDER
Mascoma Wealth Management LLC$484M AUM0.04%$193,8799.9KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.04%$3M152.6KQ1 2026OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM0.04%$1M66.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$169M8.62MQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM0.03%$310,33915.9KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.03%$765,10339.1KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.03%$833,97837.5KQ2 2026
State of Wyoming$844M AUM0.03%$267,09213.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$248,21612.7KQ1 2026OLDER
Sachetta, LLC$184M AUM0.03%$51,8812.7KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.03%$2M84.6KQ1 2026OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.03%$322,69414.5KQ2 2026
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.02%$638,56732.6KQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.5B AUM0.02%$611,64231.3KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.02%$3M186.8KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.02%$248,94012.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$117M5.99MQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$25M1.28MQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.02%$1M63.5KQ1 2026OLDER
Corsicana & Co.$158M AUM0.02%$32,8002.0KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.02%$244,07012.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$324,73516.6KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.02%$40,2832.1KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$270,73714.7KQ4 2025OLDER
Ledyard National Bank$1.2B AUM0.02%$210,06511.4KQ4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.02%$19,5601.0KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$4M225.7KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$1M71.3KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$755,94341.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$17M847.0KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$28M1.45MQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$290M14.82MQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$428,83321.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$565,26528.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M115.7KQ2 2026
NorthCoast Asset Management LLC$4.3B AUM0.01%$4M202.7KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M312.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$37M1.92MQ1 2026OLDER
Roundview Capital LLC$1.6B AUM0.01%$201,97710.3KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$267,86313.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$381,49919.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M118.5KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.01%$56,6973.1KQ3 2025OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.01%$416,81321.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$211M10.79MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$8M403.3KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M56.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$351,90418.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$6M353.2KQ3 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$598,87733.0KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M57.6KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$793,60840.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$951,06648.6KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$424,82421.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M296.9KQ1 2026OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.01%$181,50010.0KQ3 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$371,38619.0KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$317,45916.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M63.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M106.5KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$981,43453.3KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$189,72210.5KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$27M1.39MQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M204.0KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$636,89932.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$28M1.41MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M213.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$109M5.55MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M58.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$214,53511.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$6M284.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$40M2.06MQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M59.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$403M21.87MQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$191,43210.4KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$167M8.52MQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.01%$184,30010.0KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$327M16.72MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$4M219.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M267.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$685,48035.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M236.9KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$388,87219.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$387,87419.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M121.8KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.01%$7,841432Q3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$38M1.94MQ1 2026OLDER
Clean Yield Group$355M AUM0.00%$17,604900Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M425.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$2M99.4KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$186M9.52MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M272.7KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$26,6801.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M116.6KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$222,51110.0KQ2 2026
Kingsview Wealth Management, LLC$7.3B AUM0.00%$305,33215.6KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$256,15113.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M146.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M221.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$22M1.10MQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.00%$194,98210.6KQ4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$5M240.6KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$49,4562.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M279.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$925,93147.3KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$735,04537.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$29M1.50MQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M192.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$21M1.05MQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$772,62441.9KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M90.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$304,49115.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$257,34914.2KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M291.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M51.4KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$18,897952Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$403,79720.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$30,8021.4KQ2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$24M1.25MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M102.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$141,6147.2KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$734,57637.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$221,66612.2KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$11M556.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$20M1.03MQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M91.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M103.2KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$51,6042.8KQ4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$186,21610.1KQ4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$200,30010.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$635,17232.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M244.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$372,97419.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M70.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$33M1.79MQ1 2026OLDER
Coastline Trust Co$1.0B AUM0.00%$19,5601.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M70.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M237.3KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$45,6702.5KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M87.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$452,93425.0KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M64.8KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$225,50711.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$316,03116.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$237,24312.1KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$199,63210.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M284.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M411.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M118.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$107,5215.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M177.7KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$3,912200Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$162,3148.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$820,71342.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$23M1.21MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$9M468.2KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$274,44614.0KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$287,17814.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$268,97013.8KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$270,23914.7KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$97,8005.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$42,3682.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M121.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$34,1831.5KQ2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M196.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$8M388.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$962,48449.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$15M768.6KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$210,63611.4KQ4 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$203,17010.4KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$527,05126.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$617,31431.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$50,7782.6KQ2 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M94.6KQ1 2026OLDER
Financial Engines Advisors L.L.C.$49.2B AUM0.00%$430,59422.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M182.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$3,247166Q1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM0.00%$97850Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$784,56140.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$671,73034.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M182.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$207,33610.6KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$228,08911.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M176.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$731,62237.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$772,62039.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$650,95733.3KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$4,139228Q3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$381,85319.3KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$739,46740.1KQ4 2025OLDER
Quarry LP$558M AUM0.00%$4,055220Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$22,3771.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$13,457688Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$222,35811.4KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$311,02415.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,580234.1KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$4,949253Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$632,25732.3KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,230114Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$9,350478Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,83994Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$929,56947.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$13,030707Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$11,400595Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M114.8KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$82242Q1 2026OLDER
Napier Financial, LLC$436M AUM0.00%$1,64384Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$4,754243Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$252,96312.9KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,995102Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$486,18324.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$208,72511.5KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M83.0KQ2 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$256,72713.9KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$515,95526.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,120500Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$238,87613.0KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$61,0303.3KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,12461Q2 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$3,012154Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$45,8102.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$698,22335.7KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$39120Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$95952Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$39,9022.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$25,4681.3KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$48925Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$249,20013.7KQ3 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$31316Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$73,0173.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$355,05318.2KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.00%$10,207490Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,78091Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$35,2081.8KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$74,6613.8KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$39,5892.0KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$56829Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$76339Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$41121Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$18,856964Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$37,7511.9KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$58730Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$56829Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$31316Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$196,74110.7KQ4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$60731Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$19,6581.0KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$36,5402.0KQ4 2025OLDER
Trust Co$1.1B AUM0.00%$58730Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1769Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,267123Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,56580Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$784Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$6,981357Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$50,8162.7KQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM0.00%$1,62383Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$7,824400Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$733Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$593Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$21,5161.1KQ1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$18,171929Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2,623134Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$78043Q3 2025OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$41121Q1 2026OLDER

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