SEC 13F Intelligence

EEEXCELERATE ENERGY INC

CUSIP 30069T101 · Yahoo Finance ↗ · Google Finance ↗

Excelerate Energy Inc (EE) has 217 institutional holders in Filings Flow’s 13F database, together reporting 32.84M shares worth $1.1B as of Q1 2026. The largest reported holders are George Kaiser Family Foundation, Wellington Management Group LLP, and Vanguard Group Inc.

Institutional Holders
217
Q1 2026
Reported Value
$1.1B
Ticker
EE
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 108Q4 ’22Q4 ’25: 189Q4 ’25Q1 ’26: 217Q1 ’26Q2 ’26: 11Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $440MQ4 ’22Q4 ’25: $931MQ4 ’25Q1 ’26: $1.1BQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GEORGE KAISER FAMILY FOUNDATION$883M AUM29.73%$262M7.85MQ1 2026OLDER
Oceanic Investment Management LTD$118M AUM3.59%$3M122.2KQ4 2025OLDER
Ranger Investment Management, L.P.$1.4B AUM2.17%$30M897.0KQ1 2026OLDER
Hartree Partners, LP$467M AUM1.99%$5M195.7KQ4 2025OLDER
GeoSphere Capital Management, LLC$229M AUM1.89%$6M205.0KQ4 2025OLDER
Copeland Capital Management, LLC$4.5B AUM1.18%$53M1.58MQ1 2026OLDER
Hiddenite Capital Partners LP$381M AUM1.10%$4M125.0KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM1.00%$18M528.0KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.63%$4M125.4KQ1 2026OLDER
Sourcerock Group LLC$2.5B AUM0.61%$11M388.2KQ4 2025OLDER
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$2.0B AUM0.54%$11M325.0KQ1 2026OLDER
KAYNE ANDERSON CAPITAL ADVISORS LP$5.2B AUM0.41%$22M646.5KQ1 2026OLDER
TORTOISE CAPITAL ADVISORS, L.L.C.$9.6B AUM0.41%$40M1.18MQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.38%$22M671.9KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.33%$11M315.7KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.31%$6M189.2KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.29%$3M90.0KQ4 2025OLDER
SIR Capital Management, L.P.$1.1B AUM0.27%$2M86.0KQ4 2025OLDER
Yaupon Capital Management LP$3.2B AUM0.21%$7M197.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.17%$944,93828.4KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM0.14%$3M100.0KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.14%$369,46214.7KQ3 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.12%$3M92.3KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.10%$2M50.6KQ1 2026OLDER
Abacus Planning Group, Inc.$743M AUM0.09%$701,82021.0KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$516,84015.5KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.07%$3M82.0KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.06%$625,26624.8KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.06%$4M136.0KQ4 2025OLDER
10Elms LLP$159M AUM0.05%$83,5502.5KQ1 2026OLDER
AUGUSTINE ASSET MANAGEMENT INC$444M AUM0.05%$233,9407.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$585,91917.5KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.05%$1M36.8KQ4 2025OLDER
F/m Investments LLC$1.5B AUM0.05%$759,03522.7KQ1 2026OLDER
Cadence Bank$1.7B AUM0.05%$841,50030.0KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.04%$565,83416.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M62.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M65.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$347,00010.4KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M66.1KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$230,5726.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.03%$5M149.7KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$390,59613.9KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.03%$1M37.5KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.03%$312,1639.3KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$8M243.9KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$6M166.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$381,85711.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$3M83.3KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$37,7601.5KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.02%$25M749.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$17M505.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$457,38613.7KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.02%$802,08024.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$466,19118.5KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$88M2.63MQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.02%$192,7335.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.02%$11M343.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$10M285.5KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$3M89.5KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M325.4KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$334,20010.0KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$389,81111.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M61.3KQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.01%$213,9636.4KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$311,2148.2KQ2 2026
DRW Securities, LLC$7.2B AUM0.01%$630,63518.9KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.01%$49,2951.5KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M31.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$577,22922.9KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$11M343.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M30.8KQ2 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$276,4508.3KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$1M38.7KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.01%$1M30.0KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$512,12815.3KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$424,53715.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$710,47421.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$561,22216.8KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$275,9688.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$595,19321.2KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$544,64516.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M130.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$246,9389.8KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$57,2852.3KQ3 2025OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.00%$89,9372.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M33.3KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M130.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$134,7824.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$17M496.8KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M155.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M127.2KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M78.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$263,38710.5KQ3 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$205,6528.2KQ3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$20,270571Q1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$320,0309.6KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$335,88412.0KQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M30.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$638,32219.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M43.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M81.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M40.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M40.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$601,99518.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$464,80513.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$43M1.29MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$653,56523.3KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$217,1636.5KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.00%$8,355250Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$8M230.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$71,5862.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M66.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$64,3001.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M80.6KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$219,6706.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$214,0136.4KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$977,37238.8KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$411,35316.3KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$58,7171.7KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$43,4461.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$28M839.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$10M305.8KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M37.6KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M154.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$220,4056.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$965,57128.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$20M584.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$7M195.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$326,1009.8KQ2 2026
Point72 Europe (London) LLP$2.0B AUM0.00%$22,905909Q3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$63M1.89MQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$225,5718.0KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$206,7007.4KQ4 2025OLDER
BOKF, NA$6.5B AUM0.00%$66,8402.0KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$844,92425.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$7M197.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$960,49038.1KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$67M2.41MQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15M439.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$8M242.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M32.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M47.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M63.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$24,883747Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$35M1.06MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$6M168.6KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$121,2483.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$31,214934Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$22,468801Q4 2025OLDER
Trium Capital LLP$142M AUM0.00%$1,20336Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M47.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M102.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$5M155.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$728,55621.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$332,4299.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$193,8365.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$7,978210Q2 2026
GAMMA Investing LLC$2.7B AUM0.00%$18,311482Q2 2026
Whipplewood Advisors, LLC$193M AUM0.00%$1,27038Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$18M552.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$390,91311.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M41.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$213,5546.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$368,46011.0KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$795,28428.4KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$10M357.1KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$149,2265.3KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$38,4241.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$32,9311.2KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$1M32.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$374,39111.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$26,368789Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$223,6476.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$272,9088.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$406,07612.2KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$244,9357.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$479,74414.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M44.6KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,55391Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M65.7KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$210,8456.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M69.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$897,12626.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M150.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$10,227306Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M31.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$225,6856.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$23,713710Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$268,9548.0KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$358,02810.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$915,60827.4KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$457,85413.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M78.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M41.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$7,986239Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$13,936417Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$733,50826.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$397,26411.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,10333Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$5,610200Q4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$4,512135Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$304,2449.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$770,30523.0KQ2 2026
Legal & General Group Plc$432.4B AUM0.00%$490,27114.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$447,95417.8KQ3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$40112Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$46814Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$196,4435.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$36,1941.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$56,1002.0KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.00%$6,360300Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$58,3501.7KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$5,849175Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$40112Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$60318.0KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$56817Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$36811Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,93751Q2 2026
Amundi$367.1B AUM0.00%$208,0736.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,03631Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$2,54076Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$343,28913.6KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$216,1616.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,06932Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$42,3771.3KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,82448Q2 2026
MidFirst Bank$1.2B AUM0.00%$46814Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,093302Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,63849Q2 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$5,147154Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$22,024659Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,70451Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$11,363340Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1675Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,57649Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$331Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2016Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$16,509494Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$672Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$341Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$36811Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,57147Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$40112Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$50215Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,446103Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$73722Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$60218Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1,73752Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,58192Q4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$20Q2 2026

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