SEC 13F Intelligence

ETDETHAN ALLEN INTERIORS INC

CUSIP 297602104 · Yahoo Finance ↗ · Google Finance ↗

Ethan Allen Interiors Inc (ETD) has 207 institutional holders in Filings Flow’s 13F database, together reporting 21.99M shares worth $481M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
207
Q1 2026
Reported Value
$481M
Ticker
ETD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 131Q4 ’18Q1 ’19: 133Q2 ’19: 140Q2 ’19Q3 ’19: 130Q2 ’21: 162Q2 ’21Q4 ’21: 158Q4 ’22: 198Q4 ’22Q4 ’25: 201Q1 ’26: 207Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $616MQ4 ’18Q1 ’19: $1.0BQ2 ’19: $1.2BQ2 ’19Q3 ’19: $5.0BQ2 ’21: $2.3BQ2 ’21Q4 ’21: $2.8BQ4 ’22: $219MQ4 ’22Q4 ’25: $469MQ1 ’26: $481MQ1 ’26Q2 ’26: $14Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Gilman Hill Asset Management, LLC$731M AUM1.16%$9M380.9KQ2 2026
Fund 1 Investments, LLC$872M AUM0.65%$6M254.8KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.52%$9M415.7KQ1 2026OLDER
First Dallas Securities Inc.$270M AUM0.49%$1M59.5KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.39%$5M211.9KQ1 2026OLDER
Illumine Investment Management, LLC$130M AUM0.37%$508,65522.3KQ4 2025OLDER
SummerHaven Investment Management, LLC$163M AUM0.32%$520,08323.4KQ1 2026OLDER
Burford Brothers, Inc.$244M AUM0.29%$667,06422.6KQ3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.27%$4M201.3KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.25%$742,68333.4KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.22%$302,10513.2KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.22%$3M98.5KQ3 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.18%$18M822.5KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.18%$2M81.9KQ1 2026OLDER
MQS Management LLC$148M AUM0.17%$250,87011.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.14%$2M97.2KQ1 2026OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.12%$368,25012.5KQ3 2025OLDER
Investors Research Corp$523M AUM0.11%$587,66426.4KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.11%$756,84034.0KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.10%$2M63.1KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.10%$391,42017.6KQ1 2026OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.09%$245,18710.7KQ4 2025OLDER
Truvestments Capital LLC$554M AUM0.06%$342,61615.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.06%$3M129.4KQ1 2026OLDER
Unison Advisors LLC$1.3B AUM0.06%$725,74332.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$514,74023.1KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.04%$2M96.0KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.04%$2M100.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$666,93230.0KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.04%$9M404.1KQ1 2026OLDER
CIM, LLC$692M AUM0.03%$254,5568.6KQ3 2025OLDER
Capital Advisors Wealth Management, LLC$745M AUM0.03%$215,7097.3KQ3 2025OLDER
Essex Financial Services, Inc.$1.8B AUM0.03%$531,88023.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M315.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M56.7KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.03%$338,79011.5KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.03%$358,58815.7KQ4 2025OLDER
Americana Partners, LLC$3.9B AUM0.02%$866,84538.0KQ4 2025OLDER
Dunhill Financial, LLC$424M AUM0.02%$91,4444.1KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$674,62330.2KQ2 2026
Advisor OS, LLC$1.4B AUM0.02%$212,4279.5KQ1 2026OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.01%$33,3901.5KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$836,59537.6KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$88,4844.0KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.01%$2219.7KQ4 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$608,70127.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$494,96621.7KQ4 2025OLDER
First Eagle Investment Management, LLC$59.0B AUM0.01%$8M342.7KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M88.0KQ2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$232,01610.4KQ1 2026OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.01%$231,4977.9KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$284,29912.7KQ2 2026
WINTON GROUP Ltd$2.9B AUM0.01%$283,23612.7KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$1M64.6KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$19M851.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M261.2KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$709,27325.3KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M121.7KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$1M55.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M44.1KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$38M1.70MQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$341,51315.3KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$123,4964.2KQ3 2025OLDER
BURNEY CO/$3.2B AUM0.01%$207,1927.0KQ3 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$301,84513.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$255,7138.7KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$4M196.6KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$563,17825.3KQ1 2026OLDER
Tanglewood Legacy Advisors, LLC$276M AUM0.01%$14,313643Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$1M44.1KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.01%$364,48516.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$585,17026.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$22,507764Q3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$539,48223.6KQ4 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$260,24411.4KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$3M90.0KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$355,06916.0KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$271,61311.9KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$229,27810.3KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.00%$5,892200Q3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$285,44012.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$22M985.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$736,56732.2KQ4 2025OLDER
WealthCollab, LLC$243M AUM0.00%$6,187210Q3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$232,46110.4KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$54,3611.8KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$741,01333.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M153.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$56,4742.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$208,1947.1KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$8,748393Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$9M426.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$433,02419.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$71,3663.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$235,93710.3KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M80.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M74.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M132.1KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$974,97142.7KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$280,47612.6KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$233,93010.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$435,63119.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M122.8KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$401,99318.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$891,33540.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9M394.3KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$290,22613.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$321,58214.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$117,9565.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$317,65014.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$85M3.81MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$289,78113.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$95,4954.3KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$14,246640Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M144.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M437.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M74.1KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$22,09050.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M112.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$43,2071.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$8M360.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M50.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$145,2466.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$8M361.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M66.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$210,5807.1KQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$611,50120.8KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$11,639521Q2 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$631,58328.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$8M344.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M109.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$268,23312.1KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$385,38717.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M86.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$556,40418.9KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$240,6008.2KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M152.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$938,38642.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$249,66911.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$13M572.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$290,73012.7KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$14M615.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$21M936.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$425,23119.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$51,1122.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M265.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$546,48324.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$426,67319.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M46.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$41M1.81MQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$22,9061.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$41,2441.4KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$630,54128.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$23M1.04MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$532,30323.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M101.3KQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$4,668235Q1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$866,89338.0KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$31,9431.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M115.9KQ2 2026
MORGAN STANLEY$1.67T AUM0.00%$8M356.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$316,07911.4KQ3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$55725Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$115,7525.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$118,7685.2KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M79.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$242,30110.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$718,58524.6KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$134,8966.1KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$224,82610.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$672,23030.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$390,57417.5KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$4,429199Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$298,17313.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$242,79010.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$17,229774Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,78780Q2 2026
Nuveen, LLC$369.3B AUM0.00%$1M50.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$6M257.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M56.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$126,3705.7KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$9,483426Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M152.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$93,8934.2KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$216,3557.3KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M97.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$169,0207.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$82437Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$26812Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$241,6908.2KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$452,47820.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$240,7298.2KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$111,0005.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$5,076228Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$714,12332.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$261,44911.4KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,573291Q3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$422,38419.0KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2069Q4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$51223Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$86,3733.9KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$360,76816.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$433,37619.5KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.00%$26712Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$848,10638.1KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$73725Q3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$215,1699.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$289,15412.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M65.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,163187Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,675210Q2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,715122Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$89040Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$1,64874Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$50117Q3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$57926Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$61127.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$16,623747Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,44765Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,449110Q1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$22810Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$40118Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$84638Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$202,7449.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$883Q3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$30,0511.4KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$32511Q3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,43665Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$86,7923.9KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$15,171680Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$4,218189Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,29658Q2 2026
MAI Capital Management$17.7B AUM0.00%$6,478291Q1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.00%$894Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$1,89285Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$31,9761.4KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$63529Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$112,0005.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$11,686525Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$18,587835Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1788Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$33415Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1125Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$894Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$2,284100Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2,671120Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1,15852Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$1,24756Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$22810Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$5,877264Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$1567Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2069Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$95743Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,723168Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$29510Q3 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$271Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$62328Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$89040Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1145Q4 2025OLDER

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