SEC 13F Intelligence

EGPEASTGROUP PPTYS INC

CUSIP 277276101 · Yahoo Finance ↗ · Google Finance ↗

Eastgroup Pptys Inc (EGP) has 512 institutional holders in Filings Flow’s 13F database, together reporting 52.61M shares worth $8.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
512
Q1 2026
Reported Value
$8.4B
Ticker
EGP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 234Q4 ’18Q1 ’19: 249Q2 ’19: 261Q2 ’19Q3 ’19: 265Q2 ’21: 295Q2 ’21Q4 ’21: 347Q4 ’22: 346Q4 ’22Q4 ’25: 493Q1 ’26: 512Q1 ’26Q2 ’26: 24filingsflow.com
Total reported value
Q4 ’18: $14.9BQ4 ’18Q1 ’19: $20.1BQ2 ’19: $24.8BQ2 ’19Q3 ’19: $26.2BQ2 ’21: $51.1BQ2 ’21Q4 ’21: $66.3BQ4 ’22: $2.0BQ4 ’22Q4 ’25: $8.1BQ1 ’26: $8.4BQ1 ’26Q2 ’26: $32Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Vision Capital Corp$397M AUM5.49%$19M111.0KQ3 2025OLDER
Montanaro Asset Management Ltd$334M AUM4.19%$14M75.6KQ1 2026OLDER
Bayhunt Capital LLC$106M AUM2.96%$3M17.5KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM2.91%$28M153.4KQ1 2026OLDER
Hazelview Securities Inc.$537M AUM2.72%$15M78.9KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM2.47%$5M25.7KQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM2.30%$8M42.1KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM2.17%$146M791.4KQ1 2026OLDER
Sound Financial Strategies Group, LLC$147M AUM1.59%$2M12.6KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM1.09%$33M177.0KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM1.05%$33M180.5KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.90%$3M18.2KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.78%$7M41.4KQ4 2025OLDER
Ausbil Investment Management Ltd$201M AUM0.75%$2M8.1KQ1 2026OLDER
ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM0.74%$912,8224.8KQ1 2026OLDER
Hardin Capital Partners, LLC$215M AUM0.73%$2M7.8KQ2 2026
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.72%$44M235.7KQ1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.69%$4M19.0KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.64%$7M38.6KQ1 2026OLDER
Taproot Management LP$530M AUM0.62%$3M17.7KQ1 2026OLDER
Castellan Group$726M AUM0.61%$4M23.9KQ1 2026OLDER
Aurora Investment Counsel$180M AUM0.61%$1M5.9KQ1 2026OLDER
Adelante Capital Management LLC$1.5B AUM0.60%$9M47.3KQ1 2026OLDER
VARCOV Co.$268M AUM0.51%$1M7.5KQ1 2026OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.51%$878,7654.9KQ4 2025OLDER
Trivant Custom Portfolio Group, LLC$182M AUM0.50%$911,5684.9KQ1 2026OLDER
Dockside LLC$397M AUM0.50%$2M10.7KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.47%$163M880.2KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.44%$25M133.1KQ1 2026OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.44%$7M36.9KQ1 2026OLDER
Duncan Williams Asset Management, LLC$361M AUM0.43%$2M8.3KQ1 2026OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.41%$7M37.7KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.40%$8M42.9KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.40%$806,2624.5KQ4 2025OLDER
APG Asset Management US Inc.$13.0B AUM0.38%$52M300.2KQ3 2025OLDER
waypoint wealth counsel$193M AUM0.34%$664,6593.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.32%$553,1423.3KQ3 2025OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.30%$4M26.4KQ3 2025OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.30%$9M46.1KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.25%$61M331.2KQ1 2026OLDER
Boston Partners$95.5B AUM0.25%$241M1.30MQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.24%$1M7.2KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.24%$32M175.2KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM0.23%$9M48.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.23%$431M2.33MQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.23%$1M7.6KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.23%$31M168.7KQ1 2026OLDER
New Perspectives, Inc$289M AUM0.22%$635,6883.4KQ1 2026OLDER
Horst & Graben Wealth Management LLC$729M AUM0.21%$2M7.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.20%$6M33.4KQ4 2025OLDER
Phillips Wealth Planners LLC$133M AUM0.20%$264,6841.3KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.20%$70M376.7KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.19%$510,4782.8KQ1 2026OLDER
Safe Harbor Family Capital, LLC$128M AUM0.18%$233,9541.3KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.18%$3M14.1KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.18%$476,2372.6KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.17%$5M25.4KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.17%$815,5264.6KQ4 2025OLDER
FJ Capital Management LLC$888M AUM0.17%$1M7.9KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.16%$2M11.8KQ1 2026OLDER
OneAscent Family Office, LLC$143M AUM0.16%$240,6671.4KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.16%$5M25.2KQ1 2026OLDER
Resolute Wealth Strategies, LLC$232M AUM0.16%$372,7032.0KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.16%$15M83.0KQ1 2026OLDER
BankPlus Wealth Management LLC$194M AUM0.16%$303,2001.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.15%$93M501.3KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.15%$7M39.9KQ3 2025OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.15%$928,6215.0KQ1 2026OLDER
L. Roy Papp & Associates, LLP$867M AUM0.14%$1M6.4KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.13%$1M6.9KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.13%$428,9172.3KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.13%$37M197.6KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.13%$1M6.7KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.12%$4M21.6KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.12%$798,5684.7KQ3 2025OLDER
Gross & Hartman Investments LLC$192M AUM0.12%$233,9541.3KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.12%$547,0342.7KQ2 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.11%$345,6062.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.11%$28M151.0KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.11%$2M10.5KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.11%$2M12.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.10%$26M142.4KQ1 2026OLDER
DigitalBridge Group, Inc.$1.6B AUM0.10%$2M8.8KQ1 2026OLDER
Element Wealth, LLC$242M AUM0.10%$231,3631.3KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.09%$27M148.1KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.09%$841,9005.0KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.09%$3M15.8KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.09%$129,848701.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.09%$52M279.3KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.09%$415,5272.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.09%$3M14.5KQ1 2026OLDER
Legacy Wealth Management, LLC / MS$390M AUM0.09%$337,0541.7KQ2 2026
OneAscent Wealth Management LLC$302M AUM0.08%$251,9071.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.08%$50M270.6KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.08%$455,5062.5KQ1 2026OLDER
Apollon Financial, LLC$723M AUM0.08%$593,3993.2KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.08%$10M55.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$1M7.5KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.08%$191,9391.0KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$604,8003.3KQ1 2026OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.07%$740,1754.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$23M125.2KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.07%$701,4913.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.07%$21M111.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.07%$4M21.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.06%$3M18.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.06%$236M1.28MQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.06%$323,9081.8KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.06%$3M13.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$455,3262.6KQ4 2025OLDER
Somerset Trust Co$354M AUM0.06%$214,4791.1KQ2 2026
Jain Global LLC$24.2B AUM0.06%$13M74.8KQ3 2025OLDER
Enclave Advisors LLC$729M AUM0.06%$434,0372.3KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.06%$888,6274.8KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.06%$37M200.0KQ1 2026OLDER
Paralel Advisors LLC$2.4B AUM0.06%$1M7.4KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.06%$4M20.3KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.06%$376,6582.0KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.05%$157,326850Q1 2026OLDER
Optas, LLC$661M AUM0.05%$354,6321.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$2M9.0KQ4 2025OLDER
Centennial Wealth Advisory LLC$413M AUM0.05%$200,2871.1KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.05%$37M198.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M15.4KQ1 2026OLDER
TRITONPOINT WEALTH, LLC$934M AUM0.05%$466,6002.5KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.05%$173,3221.0KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.05%$972,6485.3KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.05%$249,8721.4KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.05%$262,8621.5KQ4 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.05%$16M89.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.05%$12M65.2KQ1 2026OLDER
Apollo Management Holdings, L.P.$7.6B AUM0.05%$6M32.9KQ4 2025OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.05%$21M113.1KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.05%$16M84.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.05%$523,1352.6KQ2 2026
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.05%$2M8.1KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.05%$6M37.0KQ3 2025OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.05%$452,7932.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.04%$848M4.58MQ1 2026OLDER
PEDDOCK CAPITAL ADVISORS, LLC$453M AUM0.04%$201,9331.1KQ1 2026OLDER
DAVIS SELECTED ADVISERS$21.8B AUM0.04%$10M52.4KQ1 2026OLDER
Financial Advisors, LLC$564M AUM0.04%$249,3201.5KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.04%$50M272.3KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$4M20.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$8M45.1KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.04%$637,1763.4KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.04%$5M26.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.04%$38M206.5KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.04%$339,4551.8KQ1 2026OLDER
Platform Technology Partners$519M AUM0.04%$210,0771.1KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$12M65.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.04%$16M84.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.04%$127M691.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$31M172.1KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M8.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.04%$26M140.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.04%$829,9444.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M11.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$3M17.4KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$3M17.7KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$219,1471.2KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.04%$3M14.1KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.04%$215,8071.3KQ3 2025OLDER
Cadence Bank$1.7B AUM0.04%$623,4903.5KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$442,6402.4KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.04%$15M79.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$4M23.0KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.04%$2M10.1KQ3 2025OLDER
AEW CAPITAL MANAGEMENT L P$1.4B AUM0.04%$492,5242.7KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.04%$6M32.1KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$633,3783.4KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.04%$7M37.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.03%$301,0621.63MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$37M198.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.03%$5M28.2KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.03%$508,8122.7KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M11.9KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.03%$1M5.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$14M76.8KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.03%$3M18.5KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$8M44.0KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.03%$2M12.4KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.03%$279,1741.4KQ2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$148M800.0KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.03%$37M203.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$72M391.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$975,0555.3KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$730,1803.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$29M155.5KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.03%$92,759458Q2 2026
Trust Point Inc.$1.2B AUM0.03%$318,5401.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.03%$84M452.5KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.03%$3M19.1KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$4M20.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M10.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.03%$18M100.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.03%$9M48.6KQ1 2026OLDER
Hilltop National Bank$468M AUM0.03%$120,303594Q2 2026
RHUMBLINE ADVISERS$116.9B AUM0.02%$29M155.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$157M848.7KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.3B7.25MQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.02%$11M59.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$150M809.8KQ1 2026OLDER
SPC Financial, Inc.$1.3B AUM0.02%$288,4191.7KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M13.0KQ3 2025OLDER
FIRST AMERICAN TRUST, FSB$1.5B AUM0.02%$325,3881.8KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$766,1713.8KQ2 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$4M23.6KQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.02%$406,6722.2KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.02%$249,8721.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.02%$9M50.6KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.02%$599,1803.5KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$16M86.0KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$872,6304.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.3B7.35MQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$37M198.7KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.02%$2M12.1KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$721,1113.9KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$719,1514.0KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M77.7KQ3 2025OLDER
Stephens Consulting, LLC$309M AUM0.02%$53,442300Q4 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.02%$804,5864.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$487M2.61MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M8.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$517,3752.8KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.02%$96,432521Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M11.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$87M468.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M14.7KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.02%$215,5051.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$61M330.6KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.02%$689,0903.7KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.02%$1M5.6KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.02%$207,3011.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$8M44.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.02%$29M156.3KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.02%$59,615322Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$576,1863.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$72M388.4KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.01%$271,3241.5KQ1 2026OLDER
Quarry LP$558M AUM0.01%$66,519393Q3 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$598,5813.2KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$13M72.1KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.01%$213,6961.1KQ1 2026OLDER
Financial Life Planners$130M AUM0.01%$17,57895Q1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.01%$2M8.7KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M11.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$100M542.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$1M6.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$220M1.23MQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.01%$63,856345Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$11M60.8KQ1 2026OLDER
FIL Ltd$128.7B AUM0.01%$17M90.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$207M1.12MQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.01%$1M6.6KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M7.4KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$726,2943.9KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M12.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$54M290.9KQ1 2026OLDER
WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM0.01%$201,6021.1KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$286,3341.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M7.8KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$262,9811.5KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$11M62.1KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$79,635434Q1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.01%$579,7023.1KQ1 2026OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.01%$619,4973.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$11M66.3KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$3M16.7KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M13.4KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$373,0662.0KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$227,2911.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$20M105.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$445M2.40MQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$13M72.3KQ4 2025OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.01%$262,4581.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$17M94.0KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$674,0983.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$14M73.9KQ1 2026OLDER
NORTHEAST INVESTMENT MANAGEMENT$2.4B AUM0.01%$240,6171.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M9.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$34,797188Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$12M64.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$469,0182.5KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$281,3371.5KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$310,4781.5KQ2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$6M34.2KQ1 2026OLDER
Canton Hathaway, LLC$496M AUM0.01%$46,273250Q1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$662,4373.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M12.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$13M71.6KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M6.8KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$375,5792.0KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$2M9.5KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M9.6KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$231,6941.1KQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.01%$133M726.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M6.5KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$365,3772.0KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$2M8.5KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$757,3084.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$220,6271.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$334,4581.8KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$371,4092.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$29M156.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$9M48.0KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$10,36556Q1 2026OLDER
Allen Investment Management, LLC$8.1B AUM0.01%$615,4243.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$2M11.9KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$328,3501.8KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.01%$11M59.8KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$416,6382.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$37M201.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$61M327.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$28M151.3KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$369,0692.0KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.01%$16,81083Q2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M8.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$655,5893.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$282,9131.5KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M7.1KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M9.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$736,5554.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$15M78.6KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$49,605268Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$128,782690Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$80M431.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$3M17.0KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.01%$404,4212.2KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.01%$3M18.6KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.01%$53,442300Q4 2025OLDER
Glen Eagle Advisors, LLC$714M AUM0.01%$39,239212Q1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.01%$245,6141.3KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$8M43.4KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$87,918475Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$520,4732.8KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.01%$856,2704.6KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$643,3733.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$423,3362.3KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$2M11.6KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$98M527.0KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$316,5041.7KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.01%$436,6272.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$34M182.8KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$201,0081.1KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$147,387827Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$26M141.9KQ2 2026
Allworth Financial LP$24.7B AUM0.00%$1M6.6KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$878,2524.7KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$7,21939Q1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$392,2362.1KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$6,20033.5KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$372,7682.0KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$38,129206Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$914,3074.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$19M103.8KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.00%$288,7401.6KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.00%$237,9981.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13M75.0KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$12,01771Q3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$793,6064.3KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$46,298250Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$849,0084.6KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.00%$269,3061.5KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$207,8561.1KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$374,9922.0KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$420,8992.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$347,4141.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M15.6KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$761,4304.1KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M5.7KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$287,8161.6KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M12.0KQ4 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.00%$104,206563Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$715,1883.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$302,9921.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M12.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$8M43.4KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$12,03165Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$37,018200Q1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.00%$209,6501.0KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$13,25271Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$6,29434Q1 2026OLDER
PGIM Custom Harvest LLC$6.4B AUM0.00%$223,0331.2KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$240,6171.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$8M41.2KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$2M10.3KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$183,239990Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$3M16.4KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$46,088249Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M12.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M10.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M23.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$600,8023.2KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$11,66163Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$91,434494Q1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$55,527300Q1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$219,9841.2KQ1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.00%$19,296114Q3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$928,0445.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$32,947178Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M9.7KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$522,3363.1KQ3 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$149,553808Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$216,0001.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M9.7KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$22,766123Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M26.6KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$349,8201.9KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$463,0952.5KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$592,2883.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M21.5KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$208,0211.2KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M7.1KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$326,0701.8KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$3,04718Q3 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$276,1541.5KQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$2,53514Q4 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$565,0803.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M11.7KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$372,2162.0KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$17,58495Q1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$3,51719Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$11,84664Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$114,928679Q3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$876,6594.7KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$284,2981.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M8.8KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$566,4963.2KQ4 2025OLDER
PlanVest Financial, Inc$131M AUM0.00%$2,22112Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$225,5181.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$106,984578Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$821,9854.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M34.0KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$9,62552Q1 2026OLDER
Amundi$367.1B AUM0.00%$5M29.4KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$1,6669Q1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$847,0004.6KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M9.6KQ1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$2,96116Q1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$3,70220Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$41,830226Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$464,0352.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$36,515199Q1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$356,2971.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M5.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M25.9KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$59,044319Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$7M37.8KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,44224Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$125,862680Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$4,09723Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$119,770639Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M12.3KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$6,05634Q4 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$218,4071.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$388,1342.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$56,827319Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$687,6143.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M8.4KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$4,81226Q1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.00%$1,2967Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$846,5294.6KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$227,9941.3KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$483,4552.6KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$724,2563.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$836,6074.5KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$1,4938Q1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$1,2166Q2 2026
Cornerstone Planning Group LLC$749M AUM0.00%$5,90030Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$109,018589Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$304,2881.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$45,868247Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$213,5291.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$157,597885Q4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$7,95943Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4,44324Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$16,84391Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$31,096168Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,5049Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$8104Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$318,6711.7KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.00%$14,80780Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M7.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$2,49414Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$903,2394.9KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,43613Q1 2026OLDER
Key Capital Management, INC$151M AUM0.00%$7404Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$1,2156Q2 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$18,808102Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$3,24116Q2 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M15.3KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$8,37347Q4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$38,684209Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$267,9601.4KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,6669Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$592,5793.5KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$4,81226Q1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.00%$208,9671.1KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$5,75534Q3 2025OLDER

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