SEC 13F Intelligence

EPACENERPAC TOOL GROUP CORP

CUSIP 292765104 · Yahoo Finance ↗ · Google Finance ↗

Enerpac Tool Group Corp (EPAC) has 256 institutional holders in Filings Flow’s 13F database, together reporting 51.77M shares worth $1.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Neuberger Berman Group LLC.

Institutional Holders
256
Q1 2026
Reported Value
$1.8B
Ticker
EPAC
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 127Q2 ’21Q4 ’21: 127Q4 ’21Q4 ’22: 178Q4 ’22Q4 ’25: 254Q4 ’25Q1 ’26: 256Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $2.0BQ2 ’21Q4 ’21: $1.7BQ4 ’21Q4 ’22: $682MQ4 ’22Q4 ’25: $1.9BQ4 ’25Q1 ’26: $1.8BQ1 ’26Q2 ’26: $10MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM3.51%$24M664.9KQ1 2026OLDER
Expect Equity LLC$104M AUM1.03%$1M29.4KQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM0.73%$65M1.77MQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.72%$4M109.8KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.44%$9M243.5KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.40%$136M3.73MQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.36%$29M788.4KQ1 2026OLDER
Telemark Asset Management, LLC$1.1B AUM0.34%$4M100.0KQ1 2026OLDER
Kensington Investment Counsel, LLC$208M AUM0.32%$655,95218.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.26%$636,31416.6KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.21%$7M176.5KQ3 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.20%$4M107.2KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.18%$7M179.8KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.17%$4M114.2KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.16%$559,59615.3KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.16%$2M49.8KQ1 2026OLDER
Chancellor Financial Group WB LP$141M AUM0.16%$219,7326.0KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.14%$5M127.9KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.14%$10M263.3KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.14%$493,18112.9KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.12%$162M4.45MQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.12%$831,03218.5KQ4 2025OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.12%$496,06513.6KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.11%$3M86.8KQ4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.11%$35M954.1KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.11%$2M56.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$489,03213.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.09%$2M62.4KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.08%$362,2768.8KQ3 2025OLDER
Gallacher Capital Management LLC$261M AUM0.08%$214,9185.9KQ1 2026OLDER
Numerai GP LLC$997M AUM0.08%$789,64821.7KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$341,2928.9KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.08%$6M168.7KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.07%$7M188.2KQ1 2026OLDER
Pacific Ridge Capital Partners, LLC$462M AUM0.07%$303,5768.3KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.06%$423,56311.6KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.05%$617,15117.2KQ2 2026
BAMCO INC /NY/$33.1B AUM0.05%$16M447.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M77.4KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$516,24013.5KQ4 2025OLDER
Aristides Capital LLC$462M AUM0.05%$219,2586.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M55.1KQ4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.05%$28M760.4KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.05%$2M61.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M48.1KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.04%$2M56.5KQ1 2026OLDER
Sciencast Management LP$785M AUM0.04%$219,0225.3KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M78.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.04%$913,06325.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M138.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$710,07119.5KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.03%$238,6596.5KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.03%$304,7028.5KQ2 2026
TOWNSQUARE CAPITAL LLC$444M AUM0.03%$201,7614.9KQ3 2025OLDER
Capital International Investors$426.5B AUM0.03%$120M3.29MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M180.8KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$81,1521.8KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$223,6716.1KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$261,1296.4KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$457,73312.0KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$7M188.8KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.02%$326,4078.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M67.3KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$202,0975.3KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$645,59217.7KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$25M680.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$15M406.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$26M715.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$3M79.7KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$201,7525.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$853,39823.4KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$793,22221.8KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M57.0KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$10M282.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M29.9KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$2M42.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$415,54011.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$777,56519.0KQ3 2025OLDER
State of Wyoming$844M AUM0.01%$94,8582.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$459,04812.6KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.01%$21,481589Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$47M1.30MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$811,89522.3KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.01%$25,457698Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M50.8KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$8M218.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$4M102.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$430,20011.3KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M181.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$375,82310.3KQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$45M1.24MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$518,23914.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$543,16714.9KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$249,6746.8KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$114,8813.1KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$500,77013.7KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$440,55812.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$109M2.99MQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$282,7887.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$2M68.4KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$327,2379.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$13M363.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$5M144.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M29.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$165,2824.5KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$426,22311.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$9M258.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$283M7.75MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$9M247.6KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$659,99818.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$6M163.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$547,41515.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$464,08112.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M144.8KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$2M41.4KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$6,675183Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$140,3003.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M29.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$495,29913.6KQ1 2026OLDER
Mechanics Financial Corp$239M AUM0.00%$9,225225Q3 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$710,03419.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$13M368.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$22M601.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$221M5.77MQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$857,60822.4KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$528,70614.5KQ1 2026OLDER
Quarry LP$558M AUM0.00%$16,776460Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$46M1.27MQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M28.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$80M2.19MQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$30,656865Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$791,83721.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$19M534.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M54.9KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$527,54712.9KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$220,2796.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M55.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$13M366.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$475,97013.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$22,976630Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M43.0KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$257,7337.1KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M104.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$544,36214.2KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$86M2.37MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M113.8KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$418,60311.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M51.1KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$17,287474Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$371,21010.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M251.7KQ2 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$433,99311.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$726,33719.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$8,425231Q1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$9,555262Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$40,4921.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$476,26213.1KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$2,11558Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$77,8572.0KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$22M586.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M50.1KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$19,330530Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$237,1035.8KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$5M129.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M37.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$514,19114.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$909,52524.9KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,887134Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M39.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$712,77019.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$11M292.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$32,131896Q2 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M27.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$302,0967.9KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M154.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$598,18116.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$7M197.4KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$371,88510.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M109.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M123.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$558,56915.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$7M182.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M167.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M116.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M73.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$525,53514.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$614,92116.9KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$416,47210.9KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$209,8615.5KQ4 2025OLDER
Ritter Daniher Financial Advisory LLC / DE$589M AUM0.00%$4,740130Q1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$215,9385.9KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$146,6573.6KQ3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$378,9209.9KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$823,01822.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$455,05611.9KQ4 2025OLDER
Richardson Capital Management LLC$207M AUM0.00%$1,45940Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$528,70614.5KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$3,945110Q2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M38.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$987,93627.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M49.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$315,1008.6KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$328,5588.6KQ4 2025OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$4,169109Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M115.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$418,42210.9KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$65618Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$205,6155.0KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$5,056141Q2 2026
ProShare Advisors LLC$67.5B AUM0.00%$301,3888.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M187.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$759,30520.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M153.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$278,9607.6KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$370,06110.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$309,2298.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$768,01821.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,92747Q3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$237,7875.9KQ4 2025OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$87524Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$40211Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$288,0637.5KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$955,25926.2KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$3,13686Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,37265.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$562,44015.4KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$54815Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$144,0574.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M28.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$18,271501Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$12,582345Q1 2026OLDER
Amundi$367.1B AUM0.00%$854,09123.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$88,0022.4KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$16,974414Q3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$190,9575.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$7,148196Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$261,9507.2KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$30,307831Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$280,2727.7KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$94,4532.5KQ4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$12,787360Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$9,190252Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$78,7022.2KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$87624Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,737267Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$353,7599.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$299,6748.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$30,745843Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$43812Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$69,2931.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$411,56611.3KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$50,2921.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$26,660731Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$42,0641.1KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$2M49.7KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$58416Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,67846Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$94826Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$685,49018.8KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$6,419176Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$94926Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,627210Q1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$3,939108Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,65474Q2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$54,5961.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,27635Q1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.00%$1644Q3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$16,995466Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$208,4085.5KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$103,4323.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$11,928290Q4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$3,85494Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,27635Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$1534Q4 2025OLDER
PFS Partners, LLC$218M AUM0.00%$772Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2,22561Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,05050Q3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,20433Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$69717Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,04029Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$15,536426Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$30,592800Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$61,0001.7KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$431Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$2296Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3289Q2 2026
MAI Capital Management$17.7B AUM0.00%$54815Q1 2026OLDER

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