SEC 13F Intelligence

EBSEMERGENT BIOSOLUTIONS INC

CUSIP 29089Q105 · Yahoo Finance ↗ · Google Finance ↗

Emergent Biosolutions Inc (EBS) has 186 institutional holders in Filings Flow’s 13F database, together reporting 43.02M shares worth $340M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and State Street Corp.

Institutional Holders
186
Q1 2026
Reported Value
$340M
Ticker
EBS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 264Q4 ’18Q1 ’19: 242Q2 ’19: 203Q2 ’19Q3 ’19: 212Q2 ’21: 263Q2 ’21Q4 ’21: 232Q4 ’22: 178Q4 ’22Q4 ’25: 181Q1 ’26: 186Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $26.2BQ4 ’18Q1 ’19: $4.4BQ2 ’19: $5.2BQ2 ’19Q3 ’19: $6.1BQ2 ’21: $8.9BQ2 ’21Q4 ’21: $9.3BQ4 ’22: $221MQ4 ’22Q4 ’25: $505MQ1 ’26: $340MQ1 ’26Q2 ’26: $993,455filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Values First Advisors, Inc.$192M AUM1.33%$3M307.9KQ1 2026OLDER
OAK HILL ADVISORS LP$878M AUM1.05%$9M1.11MQ1 2026OLDER
Prosight Management, LP$610M AUM0.87%$5M639.1KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.64%$6M772.8KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.38%$2M221.8KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.33%$10M1.20MQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.30%$2M241.3KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.21%$478,39557.6KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.19%$2M161.3KQ4 2025OLDER
Palumbo Wealth Management LLC$410M AUM0.16%$666,19280.3KQ1 2026OLDER
Stirlingshire Investments, Inc.$114M AUM0.14%$160,06619.3KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.09%$598,96648.5KQ4 2025OLDER
AdvisorShares Investments LLC$549M AUM0.08%$493,16439.9KQ4 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.08%$161,85019.5KQ1 2026OLDER
Aegis Wealth Management LLC$175M AUM0.07%$133,62315.2KQ3 2025OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.06%$885,610106.7KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.06%$514,29362.0KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.04%$120,98914.6KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.04%$136,08316.2KQ2 2026
Trexquant Investment LP$13.9B AUM0.03%$4M524.2KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$545,75865.8KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$536,79460.9KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$74,53815.3KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.02%$121,71613.8KQ3 2025OLDER
L2 Asset Management, LLC$1.1B AUM0.02%$213,99225.8KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$166,09120.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$1M156.4KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.02%$83,00010.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.02%$141,13317.0KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.02%$83,88010.1KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.02%$138,43616.7KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.02%$238,94128.8KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.02%$107,0388.7KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$3M369.5KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M174.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$5,055409Q4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$552,39966.6KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$461,86255.6KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$274,73122.5KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$879,634106.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M648.4KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$279,04633.6KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$315,97338.1KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$2M130.3KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$20M2.43MQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$259,50031.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$541,72465.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$160,90419.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M656.0KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$123,60010.0KQ2 2026
PDT Partners, LLC$1.7B AUM0.01%$130,74215.8KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$345,45027.9KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$117,50013.3KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$450,45551.1KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.01%$2M199.0KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$467,02337.8KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$520,87542.1KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$4M456.3KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$129,78010.5KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M513.9KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$101,38611.5KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$8M1.00MQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$1M139.8KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$5M577.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$23M2.76MQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M448.8KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M469.6KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$110,63113.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$173,17614.0KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$5M577.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$8M989.7KQ1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.00%$92,08110.4KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M146.3KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$937,153112.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M335.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M299.4KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$707,15285.2KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$2,963357Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$508,26761.2KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.00%$88,89310.7KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.00%$112,88013.6KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$130,79410.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$270,68832.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M125.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$576,75969.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M225.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$426,06451.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$13M1.51MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M532.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$67,5798.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$164,93819.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M167.1KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M353.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$144,96817.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$802,61096.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$283,16622.9KQ4 2025OLDER
Triumph Capital Management$491M AUM0.00%$5,810700Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$37,8484.6KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$3,320400Q1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$4,410500Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$41,0194.9KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$141,29811.4KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$209,46725.2KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$9,4291.1KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$17,0732.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$112,09213.5KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$129,65414.7KQ3 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$183,43820.8KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$14M1.16MQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$614,47774.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$24M2.85MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$7M811.6KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$847102Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$280,01733.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M345.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2,582311Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$144,76017.4KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,627196Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$228,70918.5KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M154.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$375,16045.2KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$134,52616.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M600.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$11M1.27MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$44M3.55MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$36M4.34MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$834,72893.4KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$473,09356.5KQ2 2026
Torren Management, LLC$201M AUM0.00%$1,137137Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M186.6KQ1 2026OLDER
Gould Capital, LLC$165M AUM0.00%$830100Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$9M1.12MQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M393.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$566,20368.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$19M2.26MQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$115,54213.1KQ3 2025OLDER
BAYBAN$115M AUM0.00%$46556Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$341,07641.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$677,76154.8KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$253,96730.8KQ1 2026OLDER
EFG International AG$4.7B AUM0.00%$15,9281.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M161.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M215.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$152,90518.6KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$68055Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$150,63718.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$14,4341.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$192,00423.1KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$2,893328Q3 2025OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.00%$16,5111.9KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M260.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$880,191106.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$1M151.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M182.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M200.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$126,96515.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$6,589794Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$896108Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$15117.1KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$20,6482.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$5,196620Q2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$128,60015.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$278,41533.5KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,312158Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$559,16645.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M128.2KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$75691Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$3,826461Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$167,24520.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$232,40028.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$159,44819.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$552,05866.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$95,47711.5KQ1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.00%$35340Q3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$38,5374.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M183.4KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,025244Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,274274Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$144,06317.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$116,40814.0KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$73188Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,436410Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$227,68527.4KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$14,7161.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$266,12332.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M153.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$64577Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$43252Q1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.00%$3,320400Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$11,7201.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$247,86429.9KQ2 2026
CITIGROUP INC$234.5B AUM0.00%$108,30613.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$35242.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2,482299Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,204145Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$138,86411.2KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$91,76411.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$525.9KQ3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,552176Q3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$23,4312.8KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,137137Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$92,97611.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$65679Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$16,4012.0KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$759Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,7651.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$4,150500Q1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$8410Q2 2026
COMERICA BANK$25.1B AUM0.00%$3,276265Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$173,40621.5KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,738197Q3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$38,0724.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$51161Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1,149125Q3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$10813Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$19123Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$30925Q4 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$8910Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$830100Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$8,1521.0KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$415Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1,689204Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$759Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9,0001.1KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1129Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2,333281Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$252Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$96478Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1,212146Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$81Q1 2026OLDER

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