SEC 13F Intelligence

ESEESCO TECHNOLOGIES INC

CUSIP 296315104 · Yahoo Finance ↗ · Google Finance ↗

Esco Technologies Inc (ESE) has 429 institutional holders in Filings Flow’s 13F database, together reporting 24.99M shares worth $6.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
429
Q1 2026
Reported Value
$6.7B
Ticker
ESE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 147Q4 ’18Q1 ’19: 151Q2 ’19: 148Q2 ’19Q3 ’19: 162Q2 ’21: 163Q2 ’21Q4 ’21: 178Q4 ’22: 189Q4 ’22Q4 ’25: 387Q1 ’26: 429Q1 ’26Q2 ’26: 23filingsflow.com
Total reported value
Q4 ’18: $1.9BQ4 ’18Q1 ’19: $2.3BQ2 ’19: $2.8BQ2 ’19Q3 ’19: $3.2BQ2 ’21: $4.4BQ2 ’21Q4 ’21: $4.9BQ4 ’22: $783MQ4 ’22Q4 ’25: $4.8BQ1 ’26: $6.7BQ1 ’26Q2 ’26: $17Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Congruence Capital, LLC$298M AUM7.90%$24M83.7KQ1 2026OLDER
Two Creeks Capital Management, LP$974M AUM5.23%$51M180.9KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM3.85%$40M140.9KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM3.75%$176M626.5KQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM3.04%$152M541.8KQ1 2026OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM1.72%$47M168.6KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM1.45%$46M162.7KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM1.37%$9M32.3KQ1 2026OLDER
Pier Capital, LLC$606M AUM1.37%$8M29.5KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM1.34%$28M98.5KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM1.09%$26M93.8KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.95%$96M342.0KQ1 2026OLDER
Future Fund LLC$284M AUM0.92%$3M9.3KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.91%$1M6.7KQ3 2025OLDER
SHAKER INVESTMENTS LLC/OH$220M AUM0.88%$2M6.9KQ1 2026OLDER
Illumine Investment Management, LLC$130M AUM0.87%$1M4.0KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.86%$86M304.1KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.84%$9M33.1KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.83%$114M406.3KQ1 2026OLDER
Enhancing Capital LLC$135M AUM0.69%$926,5513.3KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.61%$2M5.7KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.60%$16M57.3KQ1 2026OLDER
Dean Capital Management$241M AUM0.60%$1M5.1KQ1 2026OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM0.58%$11M38.4KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.57%$4M13.5KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.55%$32M115.3KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM0.54%$81M288.3KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.52%$626,0482.2KQ1 2026OLDER
Odyssean, LLC$274M AUM0.49%$1M4.7KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.45%$1M5.7KQ4 2025OLDER
Champlain Investment Partners, LLC$7.9B AUM0.41%$55M259.8KQ3 2025OLDER
DF DENT & CO INC$5.2B AUM0.39%$21M73.1KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.38%$52M185.7KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.33%$1M4.7KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.30%$9M33.6KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.29%$2M7.3KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.29%$1M6.8KQ4 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.28%$778,4592.2KQ2 2026
Kassira Wealth Management LLC$109M AUM0.28%$305,2861.1KQ1 2026OLDER
HMS Capital Management, LLC$259M AUM0.27%$691,3262.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.26%$876,1863.1KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.24%$17M60.5KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.24%$915,0153.3KQ1 2026OLDER
Valued Retirements, Inc.$102M AUM0.24%$242,991864Q1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.23%$2M8.0KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.22%$2M6.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.20%$18M63.6KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.20%$3M11.7KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.20%$3M12.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.19%$112M399.3KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.19%$7M24.6KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.19%$9M30.9KQ1 2026OLDER
Heritage Family Offices, LLP$225M AUM0.18%$402,0781.4KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.18%$53M188.1KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.17%$11M37.3KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.17%$245,636873Q1 2026OLDER
TILIA FIDUCIARY PARTNERS, INC.$182M AUM0.17%$309,5071.1KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.17%$6M20.6KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.17%$5M17.9KQ1 2026OLDER
ANB BANK$247M AUM0.16%$399,5451.4KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.15%$552,7582.8KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.15%$5M17.2KQ1 2026OLDER
Davidson Kahn Capital Management, LLC$188M AUM0.15%$281,3701.0KQ1 2026OLDER
R Squared Ltd$182M AUM0.14%$309,8891.6KQ4 2025OLDER
OP Asset Management Ltd$8.4B AUM0.14%$12M62.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.14%$826,3373.1KQ1 2026OLDER
CAMBRIDGE CAPITAL MANAGEMENT, LLC$232M AUM0.14%$333,9861.2KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.14%$366,3441.3KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.13%$176M626.5KQ1 2026OLDER
Apeiron RIA LLC$431M AUM0.13%$552,1762.0KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.12%$22M78.3KQ1 2026OLDER
Lindenwold Advisors, INC$212M AUM0.12%$256,2881.2KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.12%$102M481.4KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.12%$9M31.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.12%$16M57.7KQ1 2026OLDER
Pacific Excel Wealth Advisors, Inc.$258M AUM0.12%$298,234852Q2 2026
Numerai GP LLC$997M AUM0.11%$1M4.0KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.11%$85M300.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.11%$4M15.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.11%$414,4581.5KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.10%$735,2202.6KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.10%$1M3.9KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$1M4.0KQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.10%$7M34.6KQ3 2025OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.10%$546,4121.6KQ2 2026
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.09%$842,1403.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.09%$51M180.0KQ1 2026OLDER
EWA, LLC$441M AUM0.09%$382,6371.4KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.09%$405,1731.4KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.09%$3M9.3KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.09%$18M62.7KQ1 2026OLDER
Plancorp, LLC$3.5B AUM0.08%$3M9.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.08%$2M12.7KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.08%$26M92.6KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.08%$242,822863Q1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$1M4.8KQ1 2026OLDER
WRAPMANAGER INC$288M AUM0.08%$219,187779Q1 2026OLDER
One Capital Management, LLC$3.6B AUM0.07%$3M9.4KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.07%$13M47.3KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.07%$2M5.7KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.07%$588,1522.8KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.07%$8M42.5KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.06%$92,328328.1KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.06%$741,3832.1KQ2 2026
Sowell Financial Services LLC$2.7B AUM0.06%$2M6.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M5.9KQ4 2025OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.06%$225,526730Q1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.06%$247,9501.3KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.06%$2M7.2KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.06%$3M9.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.06%$15M74.3KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M11.5KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.06%$441,1881.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.05%$354M1.26MQ1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.05%$515,2591.5KQ2 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.05%$19M97.8KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M5.0KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.05%$4M15.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.05%$4M13.5KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.05%$1M4.4KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.05%$6M22.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$334,3121.7KQ4 2025OLDER
Intellectus Partners, LLC$490M AUM0.05%$220,875785Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.04%$21M74.2KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.04%$2M7.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.04%$26M93.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$514,3441.8KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$224,252797Q1 2026OLDER
Moloney Securities Asset Management, LLC$840M AUM0.04%$345,9091.6KQ3 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.04%$1M4.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$514,6261.8KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.04%$352,4031.0KQ2 2026
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M8.9KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.04%$4M20.2KQ4 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.04%$1M4.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$179M636.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M7.5KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$2M8.4KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.04%$206,5271.1KQ4 2025OLDER
Round Rock Advisors LLC$654M AUM0.03%$226,221804Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$8M29.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$49,400234Q3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.03%$28M98.4KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.03%$965,7403.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$1M6.1KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.03%$18M63.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M7.2KQ1 2026OLDER
SAWGRASS ASSET MANAGEMENT LLC$664M AUM0.03%$207,651738Q1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$306,4121.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$447,9752.1KQ3 2025OLDER
Capital World Investors$732.9B AUM0.03%$211M750.1KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.03%$305,0051.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.03%$102M362.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$11M40.6KQ1 2026OLDER
UNION SAVINGS BANK$228M AUM0.03%$59,648212Q1 2026OLDER
Addison Advisors LLC$452M AUM0.03%$117,613418Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$31M109.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$8M41.1KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M8.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$5M19.1KQ1 2026OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.02%$315,1341.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$73M373.3KQ1 2026OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM0.02%$256,7992.0KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M7.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$433M1.54MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$42M149.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M5.9KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$1M3.8KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$248,8991.2KQ3 2025OLDER
F/m Investments LLC$1.5B AUM0.02%$314,8531.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$22M79.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$18M65.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M14.1KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.02%$949,6233.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.02%$8M30.0KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$194,972557Q2 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$4M19.7KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.1B3.98MQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$237,195843Q1 2026OLDER
Hardy Reed LLC$1.4B AUM0.02%$255,203907Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$594,2532.1KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$114,844544Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$10M35.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M4.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M7.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$38,687198Q4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$20M69.9KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$6M28.8KQ3 2025OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.02%$241,9411.1KQ4 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.02%$1M4.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$152,784543Q1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.02%$2M6.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.02%$335,1121.2KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.02%$4M14.0KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$45,019160Q1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$18M67.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$571,1812.0KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$680,3532.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$395,1951.1KQ2 2026
ALLSTATE CORP$9.4B AUM0.01%$1M4.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M14.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$13M47.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$699,2042.5KQ1 2026OLDER
Capital International Investors$426.5B AUM0.01%$56M200.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$61,743316Q2 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$51M180.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$84M298.7KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$640,2963.0KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M41.9KQ1 2026OLDER
Thomasville National Bank$1.6B AUM0.01%$202,2291.0KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$67M237.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M19.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$2M8.8KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$160,945572Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M7.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M21.9KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$310,3511.1KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$50,084178Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.01%$572,3072.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M24.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$178M633.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$970,1643.4KQ1 2026OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.01%$399,3251.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M36.2KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$4M12.5KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$332,4271.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M9.8KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$449,6761.6KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$79M280.4KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$238,727682Q2 2026
Meramec Financial Planners, LLC$252M AUM0.01%$25,95582Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$16M56.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$292M1.04MQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.01%$3M9.9KQ1 2026OLDER
NICOLET BANKSHARES INC$2.7B AUM0.01%$261,783893Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M8.5KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$4M12.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$82M291.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M18.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M6.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M30.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$48M169.6KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$54,948188Q1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$236,351840Q1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$14M51.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$327M1.16MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$562M2.88MQ4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$90,607310Q1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$236,632841Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$46M162.0KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M17.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$64,316228.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$494,0851.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$2M6.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$10M35.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$728,7482.6KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$11M37.7KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$41,080146Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$24M87.0KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$259,141921Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M5.7KQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM0.01%$270,8541.3KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$24,76188Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M11.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$103M526.4KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$546,1801.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$838,8094.3KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$26M90.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$9M30.8KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$76,984394Q4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$1M3.7KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M4.1KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$3M11.2KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$15,20072Q3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M8.7KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$300,5101.5KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M6.4KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$269,2471.4KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$236,914842Q1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$1M7.5KQ4 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$1M4.9KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$6M20.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$685,6992.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$375,6291.3KQ1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$7,35121Q2 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$791,3304.0KQ4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$17,72763Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M12.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$35M126.1KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$38,266136Q1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$548,2051.9KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$104,388371Q1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$240,411854Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$5,78220.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$27M94.8KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$18,85267Q1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$254,223903Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$484,2381.7KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$208,8781.1KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$45,863163Q1 2026OLDER
Quarry LP$558M AUM0.00%$25,792132Q4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$55,993199Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$17M60.8KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$7,87828Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$53M187.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M13.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$18M65.7KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$682,0412.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$3M11.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$240,853856Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$15M51.7KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$245,917874Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$986,4833.5KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$108,327385Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M8.3KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$265,895945Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$655,0292.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$262,237932Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M6.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M7.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M10.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M12.5KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$231,1471.2KQ4 2025OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.00%$57,681205Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M22.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$32,55493Q2 2026
Point72 Europe (London) LLP$2.0B AUM0.00%$58,266276Q3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$5M17.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M9.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M15.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$635,6523.0KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M30.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$72,358269Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$528,9761.9KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$225,406801Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$10M35.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$481,1431.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$215,9061.1KQ4 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$285,8721.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$12M43.4KQ2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$7M24.5KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$109,734390Q1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$21,38476Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M18.8KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$304,7241.1KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$339,6141.2KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$291,2181.0KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$279,400993Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$10,74655Q4 2025OLDER
MASECO LLP$3.2B AUM0.00%$45,635234Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$11,81842Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M4.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$4M12.8KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$40,236143Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$155,091551Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$1M4.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M10.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$255,765909Q2 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M4.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$299,6591.1KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$336,2661.7KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1M4.9KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$440,9071.6KQ2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$907,4263.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$222,282790Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M13.3KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,90921Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M6.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M11.4KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$422,6181.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9M33.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$270,212961Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M4.0KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$1,6898Q3 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M5.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M3.8KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,7505Q2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M4.2KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$2,86210Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M8.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$65,330232Q2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$418,9961.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$18M66.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$611,4172.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$757,7802.7KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$77,377275Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M14.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M7.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M7.0KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$29,544105Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$4,50216Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$2,4507Q2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$173,041615Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$10,69238Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$83,326284Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$26,574136Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$32,639116Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$513,2191.8KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1,1264Q1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$1M7.4KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$28,70382Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$16,03857Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$7,87828Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$467,6371.7KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$317,9481.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$23,08682Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$76,254260Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$217,780774Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$521,6601.9KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$14,37549Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M3.6KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$422,6181.5KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M4.0KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.00%$3,16715Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$12M42.4KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$1,4004Q2 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$62,746223Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$168,541599Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$372,4841.3KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$241,415858Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$206,528734Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$3,37712Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M16.7KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$99,886355Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$114,954588Q4 2025OLDER
Amundi$367.1B AUM0.00%$2M5.8KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$7,59727Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$285,7661.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$193,1974.8KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$320,3481.6KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$311,1111.1KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$9,28533Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$212,717756Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,9707Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$7674Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$5863Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$660,6572.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,9707Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$17,16461Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$13,72265Q3 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5632Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$5632Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$279,6161.4KQ3 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,6896Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,0565Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$31,879151Q3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$7,62826Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$5622Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$5,60116Q2 2026
Bogart Wealth, LLC$2.6B AUM0.00%$3,37612Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,22115Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$4,22115Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$27,01296Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$2811Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$16,88360Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$3912Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$5632Q1 2026OLDER
Trust Co$1.1B AUM0.00%$8443Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$8444Q3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$2121Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$4,88525Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$2931Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$10,41137Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$8443Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$5632Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$29,309150Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$7824Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,6886Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$2821Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$1121Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2811Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$21,111100Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$4,22115Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,65813Q1 2026OLDER

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