SEC 13F Intelligence

ERIEERIE INDTY CO

CUSIP 29530P102 · Yahoo Finance ↗ · Google Finance ↗

Erie Indty Co (ERIE) has 396 institutional holders in Filings Flow’s 13F database, together reporting 19.94M shares worth $5.0B as of Q1 2026. The largest reported holders are Pnc Financial Services Group, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
396
Q1 2026
Reported Value
$5.0B
Ticker
ERIE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 127Q4 ’18Q1 ’19: 148Q2 ’19: 179Q2 ’19Q3 ’19: 180Q2 ’21: 193Q2 ’21Q4 ’21: 224Q4 ’22: 269Q4 ’22Q4 ’25: 413Q1 ’26: 396Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $8.6BQ4 ’18Q1 ’19: $6.7BQ2 ’19: $28.6BQ2 ’19Q3 ’19: $24.7BQ2 ’21: $41.4BQ2 ’21Q4 ’21: $99.5BQ4 ’22: $2.3BQ4 ’22Q4 ’25: $5.9BQ1 ’26: $5.0BQ1 ’26Q2 ’26: $11Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Columbia Asset Management$525M AUM3.47%$18M72.6KQ1 2026OLDER
Allegheny Financial Group$742M AUM2.22%$16M65.6KQ1 2026OLDER
SOL Capital Management CO$206M AUM2.17%$4M12.7KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.75%$6M25.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.71%$1.2B4.91MQ1 2026OLDER
VCI Wealth Management LLC$361M AUM0.64%$2M6.6KQ3 2025OLDER
Vest Financial, LLC$8.3B AUM0.56%$46M185.0KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.45%$24M74.4KQ3 2025OLDER
Sovereign's Capital Management, LLC$136M AUM0.37%$499,6042.0KQ1 2026OLDER
Hendershot Investments Inc.$744M AUM0.36%$3M10.7KQ1 2026OLDER
Bishop & Co Investment Management, LLC$292M AUM0.35%$1M4.0KQ1 2026OLDER
Laraway Financial Advisors Inc$142M AUM0.35%$492,5682.0KQ1 2026OLDER
IRON Financial LLC$229M AUM0.34%$784,8423.1KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.33%$23M92.4KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.33%$9M35.0KQ1 2026OLDER
Seneschal Advisors, LLC$135M AUM0.33%$442,3071.8KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM0.29%$315,8971.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.28%$1M4.3KQ3 2025OLDER
Rehmann Capital Advisory Group$1.9B AUM0.26%$5M19.9KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.24%$753,9303.0KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.24%$4M16.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.24%$4M11.9KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.22%$150M598.0KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.22%$558,3941.9KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.21%$5M20.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.21%$1M3.9KQ3 2025OLDER
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM0.18%$640,8412.5KQ1 2026OLDER
ADE, LLC$209M AUM0.18%$373,9491.5KQ1 2026OLDER
MFA WEALTH ADVISORS, LLC$508M AUM0.18%$893,4073.6KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.17%$8M31.7KQ1 2026OLDER
Econ Financial Services Corp$215M AUM0.15%$321,4251.3KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.14%$16M63.0KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.14%$470,9551.9KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.12%$466,9341.9KQ1 2026OLDER
MITCHELL SINKLER & STARR/PA$217M AUM0.12%$250,556997Q1 2026OLDER
Northwest Bancshares, Inc.$502M AUM0.11%$568,7152.3KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.11%$647,5472.6KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.10%$27M84.2KQ3 2025OLDER
Empirical Asset Management, LLC$379M AUM0.10%$378,4641.5KQ1 2026OLDER
CNB Bank$238M AUM0.10%$227,938907Q1 2026OLDER
R Squared Ltd$182M AUM0.09%$202,088705Q4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.09%$37M145.4KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.09%$298,3671.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.09%$2M7.8KQ1 2026OLDER
VISTA INVESTMENT PARTNERS II, LLC$223M AUM0.09%$214,988750Q4 2025OLDER
CULBERTSON A N & CO INC$771M AUM0.09%$704,4222.8KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.09%$350,9301.1KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.08%$958,9993.8KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.08%$2M8.6KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.08%$1M3.7KQ4 2025OLDER
Machina Capital S.A.S.$508M AUM0.07%$389,8441.4KQ4 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.07%$46M182.3KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.07%$253,5071.0KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.07%$3M16.1KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.07%$2M7.7KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.07%$6M22.3KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.06%$592,4141.9KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.06%$297,8021.2KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.05%$348,0641.4KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.05%$2M8.0KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.05%$651,7842.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.05%$601,3221.9KQ3 2025OLDER
TrueMark Investments, LLC$514M AUM0.04%$233,906816Q4 2025OLDER
DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM0.04%$1M5.5KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.04%$775,5433.1KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.04%$410,8921.6KQ1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.04%$764,0443.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.04%$7M29.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.04%$1M5.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.04%$8M33.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.04%$250M996.5KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.04%$838,1652.9KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$2M7.5KQ3 2025OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.04%$221,404881Q1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.03%$6M19.9KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$1M5.7KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.03%$29M114.4KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.03%$1M4.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.03%$4M14.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$4M15.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.03%$192M764.0KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.03%$539,8142.1KQ1 2026OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.03%$669,5732.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$3M10.6KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$769,5113.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.03%$11M45.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$5M16.3KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$3M13.2KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.02%$5M20.9KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$50,906160Q3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$7M28.6KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$4M17.5KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.02%$110,576440Q1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.02%$972,6153.1KQ3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.02%$15M60.7KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$333,4881.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M5.7KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.02%$165,362658Q1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.02%$2M11.5KQ2 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.02%$3M12.9KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.02%$760,7692.7KQ4 2025OLDER
Mediolanum International Funds Ltd$9.4B AUM0.02%$2M6.5KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.02%$574,4952.3KQ1 2026OLDER
ORG Partners LLC$568M AUM0.02%$91,100318Q4 2025OLDER
Advisory Alpha, LLC$3.7B AUM0.02%$568,5152.3KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.02%$3M13.7KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$1M5.0KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.02%$203,545710Q4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$278M1.11MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$35M140.4KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.01%$391,5411.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$206,923650Q3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$216M862.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$235,053820Q4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$2M7.1KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$18M73.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$837M2.92MQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.01%$5M19.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$348M1.38MQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M10.6KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$5M19.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$36M142.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$57M226.0KQ1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.01%$368,4201.5KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.01%$176,671703Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$27M105.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$23M91.5KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M4.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.01%$17M68.4KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.01%$1M5.3KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.01%$17,05169Q1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$19M74.5KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$886,0363.1KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.01%$2M8.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$42M167.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$410M1.63MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M6.9KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M6.1KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$395,3111.6KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$730,0562.9KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.01%$2M6.9KQ1 2026OLDER
Czech National Bank$18.3B AUM0.01%$2M7.2KQ2 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M43.1KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$821,5403.3KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.01%$3M13.3KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M6.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M9.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$42,711149Q2 2026
MIZUHO SECURITIES USA LLC$4.2B AUM0.01%$386,0121.5KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.01%$3M12.5KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.01%$617,9712.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$35M139.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$121M479.8KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.01%$4M14.2KQ1 2026OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.01%$19,35177Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M11.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M8.7KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.01%$179,154563Q3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M14.3KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$3M11.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$798,1613.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$679,0402.7KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.01%$137,467547Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M28.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$41M164.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M5.9KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$650,8932.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$31M122.9KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$875,0613.5KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.01%$59,310236Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$13M53.0KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$213,184848Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M18.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M5.5KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$176,420702Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$397M1.58MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$114M399.1KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$86,952346Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$5M18.2KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$2M7.1KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$2M6.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$3M13.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$30M118.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$868,2763.5KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$732,0662.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$45M177.7KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.01%$456,1281.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$25M101.0KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$11M44.7KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$1M5.1KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$203,574811Q1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$326,7031.3KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M7.2KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$2M6.3KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.01%$1M5.2KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.01%$3M13.0KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M6.3KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$3M11.4KQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.01%$201,048800Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$176,420702Q1 2026OLDER
UBS Group AG$666.3B AUM0.01%$35M139.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M19.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$201,551802Q1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.01%$880,0883.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M16.2KQ4 2025OLDER
Saudi Central Bank$4.7B AUM0.00%$235,729938Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M11.4KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.00%$85,697341Q1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$350,3261.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$1M3.5KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$424,7161.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$339,0171.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$41M162.1KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$2M7.1KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.00%$244,665769Q3 2025OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.00%$10,05240Q1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.00%$1M5.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$121,074505Q2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M4.7KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$848,6743.4KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$2M7.3KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$1M3.9KQ4 2025OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$11,22539Q4 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.00%$860,2343.4KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$386,2631.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$600,8822.4KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$3M12.4KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$699,4262.4KQ4 2025OLDER
Independent Advisor Alliance$9.3B AUM0.00%$387,7081.5KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$349,5721.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$460,1491.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$112,587454Q1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$233,216928Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M30.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$1M4.6KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$399,0801.6KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.00%$262,1161.0KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$548,8612.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$215,121856Q2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M17.9KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$683,5642.7KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.00%$212,531668Q3 2025OLDER
Elyxium Wealth, LLC$312M AUM0.00%$13,18546Q4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$3M10.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$215,480677Q3 2025OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$1M4.4KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$18,59774Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M11.1KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.00%$360,8811.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M16.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$840,7442.9KQ4 2025OLDER
Amundi$367.1B AUM0.00%$12M47.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M5.9KQ1 2026OLDER
Rakuten Investment Management, Inc.$49.2B AUM0.00%$960,5913.3KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4M14.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M13.8KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$535,5892.1KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$1M4.3KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.00%$204,315813Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1M4.2KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.00%$71,904226Q3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$33,565140Q2 2026
AE Wealth Management LLC$18.5B AUM0.00%$516,5201.8KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$200,941701Q4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$717,4902.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$322,1861.3KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$2,86710Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$3M10.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$220,147768Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$23M92.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,63136Q2 2026
Quantinno Capital Management LP$59.9B AUM0.00%$2M6.1KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$9,55038Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$2M6.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$5M19.3KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$220,721770Q4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$218,427762Q4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M5.2KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$797,7533.2KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$6,66921Q3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M20.7KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$7M28.0KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$2,5809Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M5.0KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$1M5.1KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$7,19125Q4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$214,439674Q3 2025OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$365,4051.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M4.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$6M22.5KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$16,08464Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$302,5771.2KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.00%$212,121740Q2 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$1M5.3KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$407,6251.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$59,058235Q1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.00%$26,890107Q1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$10,03335Q4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M11.8KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.00%$289,7601.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$56,295224Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$226,273900Q1 2026OLDER
Korea Investment CORP$48.3B AUM0.00%$807,2083.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2,2629Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$200,797799Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M39.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$286,9371.0KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$2M9.4KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$9,80239Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M48.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M7.1KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$406,3631.6KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.00%$206,961722Q4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M6.9KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M3.7KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M15.1KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$278,7031.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M20.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$345,1351.2KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$328,7131.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M7.3KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$3571.1KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M25.9KQ2 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$735,8362.9KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$375,1151.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M7.2KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,2575Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$992,6744.0KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$1,4905.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$9,45737.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M8.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M16.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$289,844911Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M24.1KQ1 2026OLDER
Networth Advisors, LLC$141M AUM0.00%$1,4335Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$75,142299Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$2,0108Q1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$351,2491.1KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$51,137178Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$9,89431Q3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$503,1232.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$240,786840Q4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$795,6473.2KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,2575Q1 2026OLDER
HOWARD HUGHES MEDICAL INSTITUTE$416M AUM0.00%$1,4335Q4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$596,6102.4KQ1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.00%$12,09038Q3 2025OLDER
Sachetta, LLC$184M AUM0.00%$1,4345Q4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$1M4.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$47,749190Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13,82255Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$616,7762.5KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$4,02116Q1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1,2575Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$369,9281.5KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.00%$8,29433Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$8,79735Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$327,1101.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$655,7282.1KQ3 2025OLDER
Aberdeen Group plc$61.9B AUM0.00%$403,6041.6KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,5086Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$462,7901.8KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$402,0961.6KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$437,4591.7KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$1,5086Q1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$630,8322.6KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$296,9691.0KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$21,81791Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$9M35.1KQ1 2026OLDER
Pineridge Advisors LLC$350M AUM0.00%$1,9096Q3 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$3,01612Q1 2026OLDER
Burk Holdings LLC$233M AUM0.00%$1,2575Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$8603Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$17,98175Q2 2026
MCF Advisors LLC$2.3B AUM0.00%$8,60030Q4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$657,8252.1KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$6,62426Q1 2026OLDER
Quarry LP$558M AUM0.00%$2,51310Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$83,435332Q1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.00%$36,582115Q3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$389,1101.2KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M7.3KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$6,28325Q1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$250,6951.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$381,1171.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$538,9021.9KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$103,540412Q1 2026OLDER
Swedbank AB$95.1B AUM0.00%$355,3521.4KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.00%$4,65112Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$2,2218Q3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$225,894710Q3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$258,845903Q4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$206,386821Q1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.00%$7,53930Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2,76411Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$69,950278Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$580,2982.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,2629Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$2,51410Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$4,27217Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$290,2211.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$100,273399Q1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.00%$121,634484Q1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$7,63624Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$939,9803.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$232,197924Q1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$4,58616Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$120,880481Q1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$5732Q4 2025OLDER
Rakuten Securities, Inc.$241M AUM0.00%$5032Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$676,5972.7KQ1 2026OLDER
Breakwater Investment Management$269M AUM0.00%$5742Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$164,608655Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,0064Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$19,35177Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,2575Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$18,30474Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$7543Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$5,78023Q1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.00%$4,02116Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$5032Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,7597Q1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.00%$10,91244Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,5086Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$12,71750Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$6,78527Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$5032Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,2575Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$723,7722.9KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$4,77519Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$2871Q4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$1,0054Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$31,162124Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$7543Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$5032Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2871Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$7543Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,2629Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$5,53017Q3 2025OLDER
Spire Wealth Management$2.9B AUM0.00%$2,51310Q1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$2511Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$225,174896Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2871Q4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$2511Q1 2026OLDER
Tidemark, LLC$393M AUM0.00%$2511Q1 2026OLDER
NVWM, LLC$449M AUM0.00%$2871Q4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$2521Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$7543Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$3,77015Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$73,633293Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$1931Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,1474Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$861,7103.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$26,890107Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$81,710339Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$10,05240Q2 2026
ASSETMARK, INC$49.0B AUM0.00%$16,83867Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$2511Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$6,04519Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2221Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$6372Q3 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$2521Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2871Q4 2025OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$2511Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5332Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$6362Q3 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$3191Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,2575Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$5032Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$2871Q4 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3191Q3 2025OLDER
WestEnd Advisors, LLC$4.1B AUM0.00%$2511Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2,5809Q4 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$2871Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2511Q1 2026OLDER

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