SEC 13F Intelligence

ESRTEMPIRE ST RLTY TR INC

CUSIP 292104106 · Yahoo Finance ↗ · Google Finance ↗

Empire St Rlty Tr Inc (ESRT) has 222 institutional holders in Filings Flow’s 13F database, together reporting 144.30M shares worth $675M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Ameriprise Financial Inc.

Institutional Holders
222
Q1 2026
Reported Value
$675M
Ticker
ESRT
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 159Q4 ’18Q1 ’19: 174Q2 ’19: 164Q2 ’19Q3 ’19: 148Q2 ’21: 180Q2 ’21Q4 ’21: 171Q4 ’22: 175Q4 ’22Q4 ’25: 206Q1 ’26: 222Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $20.8BQ4 ’18Q1 ’19: $24.3BQ2 ’19: $23.3BQ2 ’19Q3 ’19: $19.7BQ2 ’21: $10.9BQ2 ’21Q4 ’21: $8.5BQ4 ’22: $433MQ4 ’22Q4 ’25: $815MQ1 ’26: $675MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Waterfall Asset Management, LLC$179M AUM2.08%$4M714.5KQ1 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM1.86%$47M9.06MQ1 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM1.66%$34M6.47MQ1 2026
Land & Buildings Investment Management, LLC$591M AUM1.43%$8M1.01MQ3 2025OLDER
NAN FUNG TRINITY (HK) Ltd$911M AUM0.46%$4M801.3KQ1 2026
Resolution Capital Ltd$4.8B AUM0.40%$18M2.76MQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.23%$7M1.43MQ1 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.17%$17M3.25MQ1 2026
Anson Funds Management LP$2.3B AUM0.14%$970,800120.0KQ2 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.09%$10M1.86MQ1 2026
Vert Asset Management LLC$365M AUM0.09%$291,58056.1KQ1 2026
PURSUE WEALTH PARTNERS LLC$167M AUM0.09%$152,05218.8KQ2 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.08%$23M2.83MQ2 2025OLDER
Hazelview Securities Inc.$537M AUM0.07%$382,44259.1KQ4 2025OLDER
MQS Management LLC$148M AUM0.06%$108,16714.1KQ3 2025OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.05%$4M687.8KQ1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.05%$15M2.89MQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.05%$3M666.3KQ1 2026
Leonteq Securities AG$2.7B AUM0.05%$1M247.8KQ1 2026
HBK INVESTMENTS L P$9.9B AUM0.04%$2M250.0KQ2 2025OLDER
INCEPTIONR LLC$415M AUM0.04%$141,89521.8KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.04%$100,57115.4KQ4 2025OLDER
Alpine Global Management, LLC$668M AUM0.04%$181,67327.9KQ4 2025OLDER
Vanderbilt University$526M AUM0.04%$194,22537.4KQ1 2026
HANOVER ADVISORS INC$246M AUM0.03%$84,31816.2KQ1 2026
Benin Management CORP$445M AUM0.03%$149,76028.8KQ1 2026
WESTPAC BANKING CORP$1.4B AUM0.03%$458,63088.2KQ1 2026
Inspire Investing, LLC$1.7B AUM0.03%$513,64698.8KQ1 2026
Carson Advisory Inc.$193M AUM0.03%$54,60010.5KQ1 2026
PINNEY & SCOFIELD, INC.$185M AUM0.03%$52,00010.0KQ1 2026
Apollo Management Holdings, L.P.$7.6B AUM0.03%$3M524.0KQ4 2025OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.03%$385,49774.1KQ1 2026
Financial Council, LLC$259M AUM0.02%$62,42612.0KQ1 2026
Abel Hall, LLC$469M AUM0.02%$96,60618.6KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M473.5KQ1 2026
Capital Investment Counsel, Inc$816M AUM0.02%$151,19029.1KQ1 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$185,13035.6KQ1 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M1.07MQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$26M4.91MQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.02%$93,41218.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$65M12.56MQ1 2026
Zuckerman Investment Group, LLC$1.1B AUM0.01%$156,00030.0KQ1 2026
AXA S.A.$256M AUM0.01%$5M610.0KQ2 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$5M685.5KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.01%$92,14714.1KQ4 2025OLDER
Wealthstream Advisors, Inc.$661M AUM0.01%$77,68610.1KQ3 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.01%$76,72310.0KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.01%$132,67616.4KQ2 2025OLDER
TOBIAS FINANCIAL ADVISORS, INC.$718M AUM0.01%$73,77814.2KQ1 2026
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$15M2.79MQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$85,87816.5KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M169.4KQ2 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M990.2KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M340.5KQ3 2025OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$210,51826.0KQ2 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$296,83136.7KQ2 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$3M516.9KQ4 2025OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.01%$104,00020.0KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M1.31MQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$14M2.70MQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$7M1.00MQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$148,67828.6KQ1 2026
XTX Topco Ltd$5.8B AUM0.01%$345,37466.4KQ1 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$6M1.18MQ1 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$4M675.0KQ1 2026
Metis Global Partners, LLC$4.1B AUM0.00%$189,09336.4KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.00%$362,05655.5KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$3M672.3KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$277,42053.4KQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$556,59268.8KQ2 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$7M1.36MQ1 2026
BROOKFIELD Corp /ON/$74.2B AUM0.00%$3M511.9KQ1 2026
Ethic Inc.$6.4B AUM0.00%$223,44443.0KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$15M2.90MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$64M12.36MQ1 2026
Asset Management One Co., Ltd.$33.9B AUM0.00%$1M205.0KQ1 2026
Caption Management, LLC$17.1B AUM0.00%$520,000100.0KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M363.7KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$238,31236.6KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$8,6181.1KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M663.0KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$858,676165.1KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M206.3KQ1 2026
Epoch Investment Partners, Inc.$16.5B AUM0.00%$518,28664.1KQ2 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$17M3.27MQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$111,62913.8KQ2 2025OLDER
CW Advisors, LLC$10.3B AUM0.00%$248,31430.7KQ2 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$93,75112.2KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$367,55770.7KQ1 2026
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$91,92012.0KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$10M1.94MQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$663,510127.6KQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$1M230.0KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$59,99211.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$127M19.46MQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$345,89466.5KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$179,22334.5KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$787,857151.5KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$249,15347.9KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$13M2.48MQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$198,89038.2KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$327,44463.0KQ1 2026
Man Group plc$55.1B AUM0.00%$909,667174.9KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$133,59325.7KQ1 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$321,35062.9KQ1 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.00%$7,6601.0KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$88M16.88MQ1 2026
Vident Advisory, LLC$11.7B AUM0.00%$169,08832.5KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.00%$102,92419.8KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.00%$70,79410.9KQ1 2026
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$163,10831.4KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$5M921.9KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$856,003164.6KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$47,2219.1KQ1 2026
Quarry LP$558M AUM0.00%$7,8311.2KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$205,45239.5KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M899.0KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$19M3.63MQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M514.4KQ1 2026
ALLSTATE CORP$9.4B AUM0.00%$101,19719.5KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$31M6.00MQ1 2026
UniSuper Management Pty Ltd$15.3B AUM0.00%$154,96029.8KQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$139,41218.2KQ3 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$115,67922.2KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$553,400106.4KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$8M1.51MQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M197.1KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$137,64317.0KQ2 2025OLDER
Swiss National Bank$173.8B AUM0.00%$1M282.5KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$208,39827.2KQ3 2025OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$35,8966.9KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$284,36754.7KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$81,59815.7KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$158,92830.6KQ1 2026
VSM Wealth Advisory, LLC$335M AUM0.00%$2,600500Q1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$31M5.99MQ1 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$68,74810.5KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M776.9KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M266.4KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$669,614128.8KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$922,391177.4KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$390,01975.0KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$112,75514.7KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$156,00030.0KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$91,28014.0KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$493,40794.9KQ1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$2,195422Q1 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$108,73220.9KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$164,41931.6KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$373,43871.8KQ1 2026
STRS OHIO$25.2B AUM0.00%$130,52025.1KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$5,2471.0KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$11,16511.2KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$364,38070.1KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$1M225.1KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M1.50MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M578.8KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M199.3KQ1 2026
XPONANCE LLC$14.1B AUM0.00%$65,84212.7KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$341,35965.6KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$500,55996.2KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$24,2634.7KQ1 2026
Grove Bank & Trust$1.0B AUM0.00%$3,830500Q3 2025OLDER
Headlands Technologies LLC$878M AUM0.00%$3,649451Q2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$7M1.12MQ1 2026
Medallion Wealth Advisors, LLC$306M AUM0.00%$1,300250Q1 2026
Aberdeen Group plc$61.9B AUM0.00%$255,81449.2KQ1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$12,1231.9KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$464,73489.4KQ1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$572,556110.1KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$96,69814.8KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$196,16037.7KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$7,8521.5KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$2M451.5KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$59,76411.5KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$11,4872.2KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$86,49216.6KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$62,49912.0KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$142,77527.5KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$1,056203Q1 2026
UBS Group AG$666.3B AUM0.00%$2M368.7KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$204,11039.3KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$316,49860.9KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$773,578148.8KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$512,11798.5KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$81,70110.7KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$177,79423.2KQ3 2025OLDER
Boston Partners$95.5B AUM0.00%$202,10038.9KQ1 2026
Manchester Capital Management LLC$694M AUM0.00%$1,526234Q4 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$57,54811.1KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$355,21046.4KQ3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$258,00049.6KQ1 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$11,3982.2KQ1 2026
CWM, LLC$38.1B AUM0.00%$71,65613.8KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$6,8121.3KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$49,9679.6KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$79,36815.3KQ1 2026
Amundi$367.1B AUM0.00%$648,430124.7KQ1 2026
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$66,53010.2KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$3M615.3KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$87,52616.8KQ1 2026
North Star Investment Management Corp.$1.7B AUM0.00%$2,674514Q1 2026
ProShare Advisors LLC$67.5B AUM0.00%$105,53520.3KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$323,64262.2KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$279,46453.7KQ1 2026
Key FInancial Inc$562M AUM0.00%$827159Q1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$349,85753.7KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$114,68622.1KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$132,30425.4KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,794345Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$93,01117.9KQ1 2026
Creative Planning$147.4B AUM0.00%$197,81638.0KQ1 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$2,840351Q2 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$539,308103.7KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1M198.0KQ1 2026
Essential Partners LLC$250M AUM0.00%$29136Q1 2026
Rialto Wealth Management, LLC$445M AUM0.00%$51599Q1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$109,45521.0KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$109,06021.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$102,99719.8KQ1 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$862166Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$673,816103.3KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$101,01313.2KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M239.6KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$46890Q1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$16,3952.1KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$5,148990Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$62,21812.0KQ1 2026
Retirement Wealth Solutions LLC$181M AUM0.00%$11818Q4 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$4,134511Q2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$375,42872.2KQ1 2026
Western Wealth Management, LLC$2.6B AUM0.00%$1,934372Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,331256Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$185,73935.7KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$91,17813.9KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$91,62017.6KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$60,67411.7KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,956376Q1 2026
Tradewinds Capital Management, LLC$504M AUM0.00%$28855Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$2,590498Q1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$83,06516.0KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$822158Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$2,798429Q4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$655126Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$3,151606Q1 2026
BARCLAYS PLC$416.3B AUM0.00%$165,51131.8KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,311252Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$326,22262.7KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$19,5383.8KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,662217Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,036408Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$70,60813.6KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$59,73211.5KQ1 2026
SouthState Bank Corp$2.1B AUM0.00%$38147Q2 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,874745Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$8911Q2 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$30159Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$58,00011.1KQ1 2026
Dunhill Financial, LLC$424M AUM0.00%$428Q1 2026
MAI Capital Management$17.7B AUM0.00%$1,701327Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$15,0002.0KQ3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$6713Q1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$15,3923.0KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$377Q1 2026
Allworth Financial LP$24.7B AUM0.00%$1,020196Q1 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$1,024197Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$4,596600Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$29345Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,988401Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,409216Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4,280823Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$335Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$23529Q2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$31761Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$163Q1 2026

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