SEC 13F Intelligence

EQHEQUITABLE HLDGS INC

CUSIP 29452E101 · Yahoo Finance ↗ · Google Finance ↗

Equitable Hldgs Inc (EQH) has 534 institutional holders in Filings Flow’s 13F database, together reporting 262.47M shares worth $8.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Canada Pension Plan Investment Board.

Institutional Holders
534
Q1 2026
Reported Value
$8.9B
Ticker
EQH
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 348Q2 ’21Q4 ’21: 361Q4 ’21Q4 ’22: 383Q4 ’22Q4 ’25: 542Q4 ’25Q1 ’26: 534Q1 ’26Q2 ’26: 22Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $50.2BQ2 ’21Q4 ’21: $49.7BQ4 ’21Q4 ’22: $4.9BQ4 ’22Q4 ’25: $12.1BQ4 ’25Q1 ’26: $8.9BQ1 ’26Q2 ’26: $48MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Conifer Management, L.L.C.$524M AUM29.75%$156M4.20MQ1 2026OLDER
HG Vora Capital Management, LLC$191M AUM7.20%$19M400.0KQ4 2025OLDER
Four Tree Island Advisory LLC$198M AUM6.94%$14M370.5KQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM5.46%$75M2.04MQ1 2026OLDER
Callodine Capital Management, LP$1.4B AUM4.64%$53M1.04MQ3 2025OLDER
Smith Asset Management Co., LLC$117M AUM3.23%$4M82.0KQ4 2025OLDER
BRUNI J V & CO /CO$958M AUM2.62%$25M675.5KQ1 2026OLDER
Jessup Wealth Management, Inc$274M AUM2.25%$7M143.1KQ4 2025OLDER
KEMPNER CAPITAL MANAGEMENT INC.$106M AUM2.10%$2M46.0KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM1.99%$543M14.63MQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM1.92%$185M4.99MQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM1.70%$21M570.9KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM1.67%$267M7.19MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM1.59%$5M145.2KQ1 2026OLDER
CONTINENTAL ADVISORS LLC$196M AUM1.56%$3M82.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM1.48%$67M1.80MQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM1.18%$1M34.6KQ1 2026OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM1.08%$21M476.9KQ2 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM1.00%$469M12.63MQ1 2026OLDER
EJF Capital LP$142M AUM0.98%$1M37.4KQ1 2026OLDER
Kendall Capital Management$488M AUM0.76%$4M99.9KQ1 2026OLDER
Sciencast Management LP$785M AUM0.75%$5M113.2KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.65%$7M180.2KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.56%$15M324.0KQ4 2025OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.54%$166M4.46MQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.53%$5M137.5KQ1 2026OLDER
SEARLE & CO.$398M AUM0.52%$2M56.0KQ1 2026OLDER
Capital Investment Counsel, LLC$730M AUM0.51%$4M99.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.47%$931,91518.4KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.46%$4M95.6KQ1 2026OLDER
Steamboat Capital Partners, LLC$403M AUM0.46%$2M34.8KQ4 2025OLDER
Troluce Capital Advisors LLC$1.6B AUM0.45%$7M200.0KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.45%$60M1.63MQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.45%$2M52.5KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.44%$9M251.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.44%$676M18.22MQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.42%$11M291.1KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.39%$4M79.0KQ3 2025OLDER
M.D. Sass, LLC$1.3B AUM0.39%$5M93.8KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.37%$5M134.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.34%$1M26.1KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.34%$5M141.2KQ1 2026OLDER
Vann Equity Management LLC$140M AUM0.34%$477,91012.9KQ1 2026OLDER
Legacy Wealth Management, LLC / MS$390M AUM0.33%$1M29.2KQ2 2026
ICON ADVISERS INC/CO$433M AUM0.31%$1M36.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.31%$25M676.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.31%$83M2.23MQ1 2026OLDER
EFG Private Wealth Management (Americas) Corp.$579M AUM0.31%$2M35.7KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.31%$4M109.8KQ1 2026OLDER
EFG Asset Management (North America) Corp.$773M AUM0.29%$2M43.5KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.27%$8M212.6KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.27%$18M493.0KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.27%$4M106.8KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.27%$46M970.9KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.26%$7M196.0KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.25%$5M99.5KQ3 2025OLDER
First National Advisers, LLC$683M AUM0.24%$2M44.3KQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.22%$252,1256.8KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.22%$5M94.2KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.20%$665,04817.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.20%$3M53.1KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.20%$3M60.6KQ3 2025OLDER
nVerses Capital, LLC$110M AUM0.20%$221,5466.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.20%$971,01519.1KQ3 2025OLDER
AXS Investments LLC$290M AUM0.20%$571,80012.0KQ1 2026OLDER
Dockside LLC$397M AUM0.18%$727,72719.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.18%$332,8779.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.18%$4M118.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.18%$169M3.55MQ4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.17%$36M970.1KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.17%$207,6424.1KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.17%$1M21.6KQ3 2025OLDER
Hyperion Capital Advisors LP$208M AUM0.15%$319,5548.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.15%$9M234.5KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.15%$363,3819.8KQ1 2026OLDER
Estate Counselors, LLC$1.1B AUM0.15%$2M45.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.15%$855,70724.0KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.15%$38M1.03MQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.14%$11M236.2KQ4 2025OLDER
Mount Lucas Management LP$271M AUM0.14%$385,49910.4KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.14%$689,44013.6KQ3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.14%$3M63.9KQ3 2025OLDER
Compass Advisory Group LLC$374M AUM0.13%$479,53512.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.13%$3M91.0KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.13%$24M653.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.12%$426,17111.5KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.12%$329,3086.5KQ3 2025OLDER
EFG International AG$4.7B AUM0.12%$6M148.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.12%$4M79.2KQ3 2025OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.11%$38M1.02MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.11%$24M494.5KQ4 2025OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.11%$9M170.0KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.11%$4M119.4KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.10%$1M25.5KQ4 2025OLDER
Quarry LP$558M AUM0.10%$563,51515.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.10%$7M193.7KQ1 2026OLDER
Capital International Investors$426.5B AUM0.09%$387M10.43MQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM0.09%$1M36.4KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.09%$95M2.66MQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.09%$26M694.0KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.09%$540,13614.6KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.09%$3M74.5KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.08%$2M63.6KQ1 2026OLDER
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.08%$5M134.2KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$2M35.8KQ4 2025OLDER
Rodgers Brothers Inc.$866M AUM0.08%$705,09019.0KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.08%$214,1255.8KQ1 2026OLDER
Sonoma Allocations LLC$322M AUM0.08%$215,2574.6KQ3 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.08%$1M30.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.08%$17M458.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.08%$650,37317.53MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.07%$75M2.02MQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.07%$1M22.7KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$692,68814.5KQ4 2025OLDER
Elevated Financial Group LLC$308M AUM0.07%$208,8504.4KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.07%$801,94721.6KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.07%$413,0308.7KQ4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.07%$6M160.9KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.07%$182M4.91MQ1 2026OLDER
Abel Hall, LLC$469M AUM0.07%$309,4238.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$253,9816.8KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.06%$3M94.3KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.06%$1M30.6KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$9M197.1KQ4 2025OLDER
SEEDS INVESTOR LLC$735M AUM0.06%$321,3016.7KQ4 2025OLDER
Integrated Advisors Network LLC$1.9B AUM0.06%$1M31.0KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.06%$60,4891.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.06%$2M52.2KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.06%$10M208.0KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.06%$307M8.26MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.06%$742,20020.0KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.06%$17M457.8KQ1 2026OLDER
Numerai GP LLC$997M AUM0.06%$466,4949.8KQ4 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.06%$2M48.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.06%$33M902.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.05%$6M149.2KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.05%$2M43.1KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M82.1KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.05%$3M63.6KQ3 2025OLDER
Net Worth Advisory Group$482M AUM0.05%$256,1645.4KQ4 2025OLDER
LBP AM SA$7.3B AUM0.05%$4M101.9KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.05%$149M3.99MQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.05%$290,2747.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.05%$82M2.20MQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.05%$33M902.0KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.05%$29M787.8KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.05%$6M162.9KQ1 2026OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM0.05%$2M39.6KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$272,4627.3KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.05%$25M663.3KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$4M108.6KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.04%$438,6189.2KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.04%$20M532.1KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$283,6697.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M45.0KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M41.3KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$96M2.60MQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.04%$412,42811.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.04%$73M1.96MQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.04%$3M59.7KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$3M86.9KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$2M63.5KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$7M146.5KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$304,1918.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M33.0KQ4 2025OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.03%$1M32.2KQ1 2026OLDER
OSSIAM$5.7B AUM0.03%$3M52.9KQ3 2025OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.03%$303,3748.2KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$491,60510.3KQ4 2025OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.03%$573,45911.3KQ3 2025OLDER
ALLSTATE CORP$9.4B AUM0.03%$3M82.7KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.03%$2M43.5KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.03%$2M34.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$32M668.1KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$774,89420.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$4M95.8KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.03%$1M19.8KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$143M3.86MQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.03%$7M155.3KQ4 2025OLDER
SEB Asset Management AB$23.4B AUM0.03%$7M183.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M152.3KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.03%$208,1834.4KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.03%$381,99710.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M58.1KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.03%$462,9938.3KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$22M432.2KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.03%$6M149.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$32M851.6KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$847,29622.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M88.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$38,085750Q3 2025OLDER
Polar Capital Holdings Plc$28.2B AUM0.03%$5M107.6KQ3 2025OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.03%$494,08313.3KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.03%$5M128.6KQ1 2026OLDER
D'Orazio & Associates, Inc.$772M AUM0.03%$203,5144.3KQ4 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.03%$3M83.9KQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.03%$58,2281.2KQ4 2025OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.03%$449,14212.1KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.02%$2M39.5KQ3 2025OLDER
Ruane, Cunniff & Goldfarb L.P.$6.0B AUM0.02%$2M40.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.02%$2M49.1KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$318,9238.6KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$252,4966.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.02%$65,4421.3KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$12M258.7KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.02%$3M86.3KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$384,0138.1KQ4 2025OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.02%$487,1839.6KQ3 2025OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.02%$453,33612.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$1M38.5KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.02%$227,6706.1KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.02%$141,8713.8KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$263,6475.5KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$2M44.4KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$5M136.2KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.02%$765,83920.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.5B30.63MQ4 2025OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$244,1846.6KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.02%$2M37.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M63.2KQ1 2026OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.02%$1M34.1KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$3M80.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$19M510.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$131M3.53MQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$23M627.2KQ1 2026OLDER
Swedbank AB$95.1B AUM0.02%$19M506.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$11M283.7KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.02%$2M131.1KQ2 2026
GAMMA Investing LLC$2.7B AUM0.02%$523,00611.9KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.02%$21M566.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$5M101.3KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.02%$181,9874.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$119M3.20MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.02%$71M1.91MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$1M25.8KQ4 2025OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.02%$525,18114.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$142M3.83MQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.02%$1M39.1KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$2M30.0KQ3 2025OLDER
Korea Investment CORP$48.3B AUM0.02%$9M234.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.02%$31M841.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.0B27.32MQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M46.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$11M300.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$5M101.7KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$12M331.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.02%$3M93.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$597,48312.5KQ4 2025OLDER
Kathmere Capital Management, LLC$1.6B AUM0.02%$251,6875.3KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.02%$32M874.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M77.9KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.02%$476,50010.0KQ4 2025OLDER
AVIVA PLC$59.6B AUM0.02%$10M270.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$37M1.01MQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.02%$7M182.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$91M2.44MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M196.2KQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.02%$424,3209.7KQ2 2026
PDS Planning, Inc$1.5B AUM0.02%$238,8184.7KQ3 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$3M89.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.02%$313,6178.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.02%$4M110.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$919,45224.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$858,91023.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.02%$77M2.06MQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.02%$2M45.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$12M330.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$445M11.98MQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$24M637.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M119.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$2M56.6KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.01%$3M76.4KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M85.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M39.0KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M72.3KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$326,1978.8KQ1 2026OLDER
BOKF, NA$6.5B AUM0.01%$917,73024.7KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.01%$4M137.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$4M97.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$60M1.62MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M61.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$217M5.85MQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M71.0KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$547,61210.8KQ3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$4M120.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$12M336.3KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$557,71811.0KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M335.4KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.01%$5M144.9KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$382,75310.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$494,45413.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$7M190.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$110M2.98MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$7M198.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$7M201.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M51.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M38.3KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$708,44719.1KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.01%$89,8972.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$78M2.09MQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$821,98722.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$319,3328.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$4M120.2KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$771,70220.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$49M1.32MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M75.8KQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.01%$32,245635Q3 2025OLDER
ADVENT INTERNATIONAL, L.P.$4.2B AUM0.01%$475,37912.8KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M35.5KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$548,15214.8KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.01%$2M53.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$72M1.93MQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.01%$7M177.0KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$1M30.6KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$17,108461Q1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M40.0KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$88,3582.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M83.1KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.01%$761,20020.5KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.01%$5M125.8KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$1M31.9KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$15M406.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$155M3.25MQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$721,49319.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$70M1.89MQ1 2026OLDER
Hilltop National Bank$468M AUM0.01%$36,612721Q3 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$239,9674.7KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$290,5407.8KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.01%$3M76.9KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M102.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$6,696131.9KQ3 2025OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.01%$1M39.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$26M697.9KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$27,625544Q3 2025OLDER
Ascent Group, LLC$2.9B AUM0.01%$243,1456.6KQ1 2026OLDER
Saudi Central Bank$4.7B AUM0.01%$392,47510.6KQ1 2026OLDER
Amundi$367.1B AUM0.01%$30M798.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$19,916355Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$102,5362.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$259,8087.0KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$11M309.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M42.6KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$350,9499.5KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M24.9KQ3 2025OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.01%$285,7477.7KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$3M83.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$8M218.0KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$9,871266Q1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$1M36.7KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.01%$52,5571.0KQ3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$1M23.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$2M53.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$6M153.3KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$98,4612.7KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.01%$20,411550Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$802,44121.6KQ1 2026OLDER
ALERUS FINANCIAL NA$2.0B AUM0.01%$137,9383.7KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$279,2295.9KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M100.1KQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.01%$457,41812.3KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.01%$1M27.9KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$668,20318.0KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$1M30.0KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$395,51810.7KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.01%$651,61517.6KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$2M45.6KQ3 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$241,5865.1KQ4 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$74,2202.0KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$390,86310.5KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.01%$352,0867.4KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$5M137.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$278,4675.8KQ4 2025OLDER
BankPlus Trust Department$374M AUM0.01%$22,396470Q4 2025OLDER
Independent Advisor Alliance$9.3B AUM0.01%$214,5454.2KQ3 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.01%$10,428281Q1 2026OLDER
OFI INVEST ASSET MANAGEMENT$7.6B AUM0.01%$408,76711.0KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.01%$211,0924.2KQ3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$1M32.7KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$252,7695.3KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$24,397512Q2 2026
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$397,22510.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$3M78.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$700,59918.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$20M532.8KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M37.3KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.00%$274,4377.4KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$67,7951.5KQ2 2026
MGO ONE SEVEN LLC$5.0B AUM0.00%$234,5126.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$4M107.0KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$207,9815.0KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$23,867470Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$9M251.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$15M394.3KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$201,8934.2KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M32.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13M276.9KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$80M2.15MQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M74.5KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$64,7571.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$22M583.4KQ2 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M104.6KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$3M69.0KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$44,8661.2KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$5,766155.4KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$5,485125Q2 2026
Versant Capital Management, Inc$1.1B AUM0.00%$43,529992Q2 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$488,53413.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$515,49113.9KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.00%$379,4477.9KQ4 2025OLDER
Torren Management, LLC$201M AUM0.00%$7,539203Q1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.00%$413,1268.7KQ2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M85.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$102,8502.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$966,95319.0KQ3 2025OLDER
Composition Wealth, LLC$7.3B AUM0.00%$238,4634.7KQ3 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$550,78714.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$982,12726.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$2M55.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$14M380.1KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$5,158139Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$12M321.5KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$517,64413.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$277,1605.8KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$491,85613.3KQ2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M56.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M127.8KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.00%$4,71799Q4 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$6,551129Q3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$748,47820.2KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$13,811272Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$1M29.9KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$220,2384.6KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M37.0KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$274,8557.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$92,8032.5KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$236,9035.8KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$226,0876.1KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$383,0847.5KQ3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$949,75625.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$6,606178Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M51.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$6M168.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$93,4932.5KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$22,080595Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$208,8255.6KQ1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$5,233141Q1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.00%$892,45824.0KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$938,40125.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M31.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$33M889.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$453,3148.9KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$495,27410.4KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$114,1873.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$137,2722.7KQ3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$346,6099.3KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$4,045109Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$144,9893.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M83.7KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M38.0KQ4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$1M39.6KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$254,0086.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M48.3KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$212,4704.5KQ4 2025OLDER
Rakuten Investment Management, Inc.$49.2B AUM0.00%$613,76612.7KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M52.2KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$9,932264Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$144,8783.9KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$340,5589.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$348,5759.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M63.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$11,020217Q3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$765,13420.6KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$71,7441.6KQ2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$1M34.0KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$3,24168Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$7,904213Q1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$3,11784Q1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$4,416119Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$45,173948Q4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$474,26110.0KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$968,71025.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M79.2KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$766,39420.7KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$239,9166.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$32,954888Q1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$252,5455.3KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,81849Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$269,6925.3KQ3 2025OLDER
Elyxium Wealth, LLC$312M AUM0.00%$5,289111Q4 2025OLDER
AGF MANAGEMENT LTD$22.3B AUM0.00%$326,0118.8KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M48.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$75,6672.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$150,4734.0KQ1 2026OLDER
Joseph Group Capital Management$400M AUM0.00%$5,604151Q1 2026OLDER
HARRIS ASSOCIATES L P$75.0B AUM0.00%$1M28.2KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$2,52553Q4 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$758,08320.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$14,584393Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,30198Q2 2026
Principia Wealth Advisory, LLC$160M AUM0.00%$2,04943Q4 2025OLDER

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