SEC 13F Intelligence

EMAEMERA INC

CUSIP 290876101 · Yahoo Finance ↗ · Google Finance ↗

Emera Inc (EMA) has 207 institutional holders in Filings Flow’s 13F database, together reporting 158.77M shares worth $8.2B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Bank Of Montreal /Can/, and Fil Ltd.

Institutional Holders
207
Q1 2026
Reported Value
$8.2B
Ticker
EMA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 5Q4 ’18Q1 ’19: 4Q2 ’19: 4Q2 ’19Q3 ’19: 5Q2 ’21: 4Q2 ’21Q4 ’21: 3Q4 ’22: 2Q4 ’22Q4 ’25: 173Q1 ’26: 207Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ2 ’19Q3 ’19: $4MQ2 ’21: $219MQ2 ’21Q4 ’21: $241MQ4 ’22: $2,594Q4 ’22Q4 ’25: $7.5BQ1 ’26: $8.2BQ1 ’26Q2 ’26: $41Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ATLAS Infrastructure Partners (UK) Ltd.$2.8B AUM16.38%$465M8.97MQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM2.65%$93M1.79MQ1 2026OLDER
Heronetta Management, L.P.$110M AUM2.60%$4M66.5KQ4 2025OLDER
Tacita Capital Inc$169M AUM1.75%$3M57.1KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM1.05%$642M12.38MQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM1.01%$97M1.35MQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.99%$241M4.67MQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.90%$33M640.3KQ1 2026OLDER
Addenda Capital Inc.$3.7B AUM0.86%$32M421.8KQ2 2026
Guardian Partners Inc.$1.2B AUM0.81%$10M186.4KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.8B AUM0.71%$10M213.0KQ3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.70%$235M4.58MQ1 2026OLDER
MUFG SECURITIES (CANADA), LTD.$3.5B AUM0.67%$23M447.6KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.64%$15M298.0KQ1 2026OLDER
FIL Ltd$128.7B AUM0.52%$664M12.81MQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.50%$14M272.5KQ1 2026OLDER
Sky Investment Group LLC$583M AUM0.48%$3M54.4KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.41%$18M346.1KQ1 2026OLDER
SIG North Trading, ULC$5.0B AUM0.38%$19M368.3KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.35%$931M17.95MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.32%$394M7.62MQ1 2026OLDER
Cardinal Capital Management, Inc.$3.7B AUM0.31%$11M221.8KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.31%$4M69.2KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.30%$174M3.35MQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.28%$17M330.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.25%$178M3.43MQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.25%$212M4.08MQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.25%$398,1208.3KQ3 2025OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.22%$6M113.0KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.19%$351,3607.3KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.19%$53M1.03MQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.19%$8M150.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.17%$75M1.44MQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.17%$188M3.65MQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.16%$935M18.03MQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.15%$187M3.79MQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.14%$559,21010.8KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.13%$289,9604.8KQ1 2026OLDER
American Trust Investment Advisors, LLC$181M AUM0.13%$242,8554.7KQ1 2026OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.13%$295,8195.7KQ1 2026OLDER
Woodbridge CO LTD$27.8B AUM0.12%$33M631.6KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.11%$1M21.6KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.10%$42M820.3KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.10%$12M162.9KQ1 2026OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM0.10%$755,53914.6KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.09%$13M249.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.08%$129M2.48MQ1 2026OLDER
Qtron Investments LLC$738M AUM0.08%$584,14511.3KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.08%$13M255.9KQ1 2026OLDER
111 Capital$406M AUM0.07%$380,8927.9KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.07%$53M1.03MQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM0.06%$331,0886.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.06%$110M2.12MQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.06%$349,1436.7KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.06%$349,3796.7KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.06%$13M241.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.05%$60M1.16MQ1 2026OLDER
DAVIS-REA LTD.$384M AUM0.05%$205,3294.3KQ3 2025OLDER
CIDEL ASSET MANAGEMENT INC$2.1B AUM0.05%$1M19.2KQ2 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$15M296.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.04%$15M294.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.04%$192M3.72MQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.04%$563,25810.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.04%$392,2067.4KQ2 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.04%$137M2.65MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$3M56.1KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.03%$2M21.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.03%$9M174.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.03%$53M1.02MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M32.1KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.03%$2M42.9KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$250,8795.2KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.03%$204,3163.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$37M707.7KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$45M905.2KQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.03%$4M80.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.02%$29M555.1KQ1 2026OLDER
Fullerton Fund Management Co Ltd.$1.2B AUM0.02%$619,04112.9KQ3 2025OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.02%$247,3134.8KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.02%$469,3868.9KQ2 2026
Aquatic Capital Management LLC$3.5B AUM0.02%$814,41115.7KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.02%$6M117.6KQ2 2026
Pacifica Partners Inc.$301M AUM0.02%$50,8151.0KQ4 2025OLDER
JCIC Asset Management Inc.$326M AUM0.02%$71,6501.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$536,02510.3KQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.02%$74,2731.0KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.02%$7M147.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M19.4KQ2 2026
SYON CAPITAL LLC$2.0B AUM0.02%$391,6267.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$171M3.30MQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.02%$420,7198.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$30M579.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.02%$11M206.3KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M32.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$608,85011.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$9M182.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$243M4.35MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$4M68.8KQ1 2026OLDER
BCV Asset Management Inc.$2.9B AUM0.01%$408,5057.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M36.7KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M41.9KQ4 2025OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.01%$426,8068.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M95.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$443M8.54MQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$1M25.5KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$31M429.9KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.01%$129,6752.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$660M13.40MQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$61M1.18MQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM0.01%$29,776575Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M80.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$8M161.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$7M125.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$17M327.6KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.01%$25,863500Q1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$265,0565.1KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$323,7446.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$31M592.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$48M923.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$99M1.90MQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM0.01%$438,4328.5KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.01%$256,0345.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$470,5129.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$7M126.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$1M27.0KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$2M35.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$19M371.6KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.01%$2M30.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$11M232.1KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M106.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$487,2139.4KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.01%$80,9781.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$7M142.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$693,70913.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$6,342122.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$524,86910.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$68M1.31MQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.00%$44,367900Q4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$473,5909.9KQ3 2025OLDER
OSSIAM$5.7B AUM0.00%$321,4216.7KQ3 2025OLDER
Fiera Capital Corp$29.2B AUM0.00%$1M23.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$9M171.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M23.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$232,0664.5KQ1 2026OLDER
Amundi$367.1B AUM0.00%$13M253.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$380,9337.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$56M1.14MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$373,7217.2KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$3M64.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$16M316.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$11M211.8KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.00%$1M26.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$18M350.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$5M101.3KQ3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,113153Q2 2026
True Wealth Design, LLC$360M AUM0.00%$8,657167Q1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$360,5505.0KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$314,4366.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$213,7784.5KQ3 2025OLDER
Kilter Group LLC$232M AUM0.00%$4,97796Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M48.5KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$415,4278.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$56,6611.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$559,26210.8KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$2,85155Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$7M131.8KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.00%$720,47413.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M66.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$9M169.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M65.5KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$5,13299Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,08198Q1 2026OLDER
Bangor Savings Bank$1.4B AUM0.00%$15,906300Q2 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M46.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M47.2KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$606,67211.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$209,5904.0KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$11,930230Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$752,92114.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M23.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$6M118.3KQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$262,2555.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$557,65511.3KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$3,57969Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$235,5424.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$26,344508Q2 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M28.9KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$3,62970Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$262,9065.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$13,426259Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$25,711496Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$365,4727.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$401,1098.1KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$271,3865.1KQ2 2026
Capital World Investors$732.9B AUM0.00%$2M46.7KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$19M362.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M36.8KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$210,3934.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$215,9874.2KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$226,8824.7KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$873,12816.8KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$83717Q2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M23.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$478,0349.2KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$6,951134Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,50429Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,164137Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M24.4KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,40027Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$509,6239.8KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$51910Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$28,633552Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$214,3483.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$101,4242.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5,706110Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$51810Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,97138Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,29527Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$56811Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$76,7161.5KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$1593Q2 2026
US BANCORP \DE\$82.4B AUM0.00%$11,982231Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1042Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,81535Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$6,638128Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$43,280836Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$10,374200Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2,64551Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$88117Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$521Q1 2026OLDER

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