SEC 13F Intelligence

EVREVERCORE INC

CUSIP 29977A105 · Yahoo Finance ↗ · Google Finance ↗

Evercore Inc (EVR) has 644 institutional holders in Filings Flow’s 13F database, together reporting 34.50M shares worth $10.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
644
Q1 2026
Reported Value
$10.0B
Ticker
EVR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 293Q4 ’18Q1 ’19: 299Q2 ’19: 293Q2 ’19Q3 ’19: 300Q2 ’21: 391Q2 ’21Q4 ’21: 406Q4 ’22: 368Q4 ’22Q4 ’25: 626Q1 ’26: 644Q1 ’26Q2 ’26: 26filingsflow.com
Total reported value
Q4 ’18: $8.7BQ4 ’18Q1 ’19: $7.7BQ2 ’19: $7.4BQ2 ’19Q3 ’19: $8.1BQ2 ’21: $31.5BQ2 ’21Q4 ’21: $30.5BQ4 ’22: $1.6BQ4 ’22Q4 ’25: $11.2BQ1 ’26: $10.0BQ1 ’26Q2 ’26: $32Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM5.01%$22M66.0KQ3 2025OLDER
PEREGRINE INVESTMENT MANAGEMENT INC$127M AUM4.98%$6M21.2KQ1 2026OLDER
Paralel Advisors LLC$2.4B AUM3.72%$90M300.0KQ1 2026OLDER
Tribune Investment Group LP$261M AUM3.27%$7M20.0KQ3 2025OLDER
Azora Capital LP$1.5B AUM2.53%$40M118.1KQ4 2025OLDER
Morse Asset Management, Inc$481M AUM2.39%$11M38.5KQ1 2026OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM2.32%$16M46.9KQ4 2025OLDER
Global Alpha Capital Management Ltd.$1.7B AUM2.13%$35M118.9KQ1 2026OLDER
Cander Asset Management LP$557M AUM1.91%$11M35.6KQ1 2026OLDER
Munro Partners$3.0B AUM1.77%$3M30.2KQ3 2025OLDER
Longaeva Partners L.P.$2.7B AUM1.74%$47M157.3KQ1 2026OLDER
Nitorum Capital, L.P.$114M AUM1.63%$2M6.2KQ1 2026OLDER
Element Squared LLC$177M AUM1.33%$2M7.9KQ1 2026OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM1.28%$2M7.8KQ1 2026OLDER
Jackson Wealth Management, LLC$972M AUM1.22%$12M39.6KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM1.16%$37M123.5KQ1 2026OLDER
BRAUN STACEY ASSOCIATES INC$3.0B AUM1.07%$32M108.0KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM1.06%$78M259.8KQ1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.98%$3M11.5KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.96%$24M69.8KQ4 2025OLDER
Centric Wealth Management$501M AUM0.94%$5M14.8KQ1 2026OLDER
Bridge City Capital, LLC$361M AUM0.89%$3M10.8KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.88%$5M14.4KQ4 2025OLDER
Artemis Investment Management LLP$9.4B AUM0.87%$82M275.2KQ1 2026OLDER
Empire Life Investments Inc.$1.6B AUM0.87%$14M47.3KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.85%$7M23.1KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.84%$50M166.0KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.78%$11M35.7KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.77%$5M17.8KQ1 2026OLDER
CROBAN$213M AUM0.74%$2M5.3KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.73%$17M57.5KQ1 2026OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.71%$1M3.6KQ4 2025OLDER
Summit Place Financial Advisors, LLC$208M AUM0.68%$1M4.7KQ1 2026OLDER
JMN Financial LLC$102M AUM0.67%$681,2162.3KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.67%$4M13.1KQ4 2025OLDER
Harbor Advisors LLC$692M AUM0.65%$4M15.0KQ1 2026OLDER
Legend Financial Advisors, Inc.$155M AUM0.62%$960,9043.2KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.62%$4M19.6KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.60%$11M32.7KQ4 2025OLDER
Trivant Custom Portfolio Group, LLC$182M AUM0.60%$1M3.6KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.58%$2M7.2KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.58%$10M28.6KQ4 2025OLDER
Monument Capital Management$399M AUM0.54%$2M7.2KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.53%$11M36.2KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.52%$9M29.8KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.48%$5M16.1KQ1 2026OLDER
Friedenthal Financial$199M AUM0.48%$932,6262.7KQ4 2025OLDER
Junto Capital Management LP$4.7B AUM0.47%$22M74.8KQ1 2026OLDER
EFG Asset Management (North America) Corp.$773M AUM0.46%$4M10.4KQ3 2025OLDER
MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM0.45%$15M50.8KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.44%$3M9.0KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.44%$956,3063.5KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.43%$12M38.8KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.42%$3M8.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.42%$1M3.9KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.41%$1M4.1KQ3 2025OLDER
BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM0.40%$1M3.6KQ1 2026OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.39%$3M9.3KQ2 2026
J2 Capital Management Inc$146M AUM0.38%$558,5121.9KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.37%$38M126.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.36%$8M25.9KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.35%$13M45.1KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.34%$4M13.6KQ1 2026OLDER
Freedom Day Solutions, LLC$373M AUM0.34%$1M4.2KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM0.33%$489,4511.5KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.33%$99M331.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.33%$26M88.4KQ1 2026OLDER
O'ROURKE & COMPANY, Inc$253M AUM0.32%$799,9492.7KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.31%$10M34.4KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.31%$543,2881.8KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.30%$9M30.4KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.29%$2M7.5KQ1 2026OLDER
VARCOV Co.$268M AUM0.29%$771,0512.6KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.29%$764,1862.6KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.29%$2M6.5KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.29%$3M8.3KQ4 2025OLDER
VestGen Investment Management$181M AUM0.28%$499,7611.7KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.27%$2M8.2KQ1 2026OLDER
Great Diamond Partners, LLC$520M AUM0.27%$1M4.7KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.26%$1M3.5KQ2 2026
Emerald Investment Advisers, LLC$1.1B AUM0.26%$3M9.7KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.25%$473,7351.6KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.25%$77M256.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.25%$9M25.6KQ3 2025OLDER
Vann Equity Management LLC$140M AUM0.25%$346,1131.2KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.25%$488,5991.4KQ4 2025OLDER
Sargent Investment Group, LLC$759M AUM0.24%$2M6.2KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM0.24%$3M10.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.24%$4M14.3KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.24%$16M54.2KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.24%$32M108.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.23%$5M15.6KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.23%$286M958.5KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.23%$1M4.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.22%$7M24.1KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM0.21%$8M27.4KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.21%$6M21.0KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.20%$30M86.8KQ4 2025OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.19%$6M20.3KQ1 2026OLDER
Mount Lucas Management LP$271M AUM0.19%$514,3331.7KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.19%$5M16.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.18%$173M580.2KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.18%$43M144.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.18%$388M1.32MQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.17%$397,9141.3KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.17%$639,7072.1KQ1 2026OLDER
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM0.17%$323,5851.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.17%$10M32.3KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.17%$1M3.2KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.16%$2M7.2KQ4 2025OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.16%$2M6.8KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.16%$539,4081.8KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.16%$16M52.9KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.16%$486,5731.6KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.15%$7M24.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.15%$2M6.2KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.15%$18M61.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.15%$117M390.6KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.15%$298,5101.0KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.15%$10M34.5KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.15%$89M296.6KQ1 2026OLDER
PenderFund Capital Management Ltd.$639M AUM0.14%$925,3813.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.14%$110M369.0KQ1 2026OLDER
BOKF, NA$6.5B AUM0.14%$9M30.8KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.14%$25M85.2KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.13%$878,1862.6KQ4 2025OLDER
F/m Investments LLC$1.5B AUM0.13%$3M10.3KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.13%$28M94.9KQ1 2026OLDER
TREMBLANT CAPITAL GROUP$3.1B AUM0.13%$4M13.5KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.13%$303,611849Q1 2026OLDER
Symmetry Investments LP$913M AUM0.13%$1M4.3KQ4 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.12%$10M32.6KQ1 2026OLDER
Cadence Bank$1.7B AUM0.12%$2M6.2KQ4 2025OLDER
Pier Capital, LLC$606M AUM0.12%$744,1852.5KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.12%$41M136.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.12%$27M90.4KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.12%$2M7.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.12%$20M66.5KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.12%$1M3.4KQ1 2026OLDER
Bond & Devick Financial Network, Inc.$358M AUM0.12%$417,9141.4KQ1 2026OLDER
R Squared Ltd$182M AUM0.11%$205,972690Q1 2026OLDER
Net Worth Advisory Group$482M AUM0.11%$543,8901.8KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.11%$95M319.0KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.11%$283,737831Q2 2026
Jain Global LLC$24.2B AUM0.11%$23M66.7KQ4 2025OLDER
Diametric Capital, LP$385M AUM0.11%$412,2421.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.11%$15M50.1KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.10%$608,0271.8KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.10%$15M48.8KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.10%$830,3542.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.10%$30M100.6KQ1 2026OLDER
Sarasin & Partners LLP$8.5B AUM0.10%$9M25.0KQ2 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.10%$3M9.8KQ4 2025OLDER
INTERCAPITAL, LLC$299M AUM0.10%$298,5101.0KQ1 2026OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.10%$944,7843.2KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.10%$207,113694Q1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.09%$1M3.5KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.09%$2M6.0KQ4 2025OLDER
ANB BANK$247M AUM0.09%$230,151771Q1 2026OLDER
EFG International AG$4.7B AUM0.09%$4M14.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.09%$52M173.1KQ1 2026OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM0.09%$305,3761.0KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.09%$411,9441.4KQ1 2026OLDER
Covea Finance$2.9B AUM0.09%$3M8.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.09%$52M175.6KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.09%$4M14.5KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.08%$496,4221.7KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.08%$106M353.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.08%$74M248.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.08%$52M173.9KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.08%$81,195272Q1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.08%$248,723731Q4 2025OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.08%$13M44.5KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.08%$787,7682.6KQ1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.08%$1M4.9KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.08%$2M5.1KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.08%$17M58.5KQ1 2026OLDER
Planned Solutions, Inc.$306M AUM0.08%$238,808800Q1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$312,8381.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.08%$32M107.8KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.08%$54M160.5KQ3 2025OLDER
Narus Financial Partners, LLC$382M AUM0.08%$292,241979Q1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.08%$2M5.5KQ1 2026OLDER
Brown Miller Wealth Management, LLC$352M AUM0.08%$266,909894Q1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.08%$614,3432.1KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.08%$6M21.6KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.07%$200,748590Q4 2025OLDER
Aviance Capital Partners, LLC$854M AUM0.07%$626,2742.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.07%$42M141.6KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.07%$888,3643.0KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.07%$2M6.4KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.07%$353,0051.0KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.07%$216,4961.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.07%$5M17.0KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.07%$936,7243.1KQ1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.07%$281,688825Q2 2026
Keystone Financial Services$341M AUM0.07%$221,843652Q4 2025OLDER
PEAK6 LLC$42.6B AUM0.07%$28M95.4KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.07%$5M16.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.07%$9M30.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.07%$2M7.1KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.07%$29M100.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.07%$425M1.42MQ1 2026OLDER
STRS OHIO$25.2B AUM0.06%$16M54.9KQ1 2026OLDER
Cypress Capital, LLC$351M AUM0.06%$220,002737Q1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.06%$13M38.3KQ3 2025OLDER
Kendall Capital Management$488M AUM0.06%$297,017995Q1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.06%$2M6.8KQ1 2026OLDER
First Bank & Trust$680M AUM0.06%$409,7281.2KQ2 2026
Cornerstone Investment Partners, LLC$2.4B AUM0.06%$1M4.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M11.2KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.06%$400,3021.3KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.06%$3M10.1KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M6.7KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.06%$5M16.9KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.06%$15M50.1KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.06%$349,4371.0KQ4 2025OLDER
PCM Encore, LLC$486M AUM0.06%$272,375912Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.05%$12M40.8KQ1 2026OLDER
Insight Wealth Partners, LLC$713M AUM0.05%$374,3321.3KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.05%$288,062965Q1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$1M4.0KQ3 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.05%$5M18.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$4M14.8KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.05%$204,479685Q1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.05%$3M10.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.05%$10M32.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.05%$92,182271Q4 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.05%$748,0662.5KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.05%$12M41.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M9.3KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.05%$336,7191.1KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.04%$210,450705Q1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.04%$54M190.9KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.04%$407,2791.2KQ4 2025OLDER
Astoria Portfolio Advisors LLC.$470M AUM0.04%$202,814583Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.04%$127M424.7KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.04%$235,787699Q3 2025OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.04%$750,7532.5KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.04%$600,9341.8KQ2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.04%$48M161.8KQ1 2026OLDER
Piscataqua Savings Bank$148M AUM0.04%$61,459180Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.04%$27M89.9KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.04%$5M17.2KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.04%$4M12.0KQ1 2026OLDER
Wealthstream Advisors, Inc.$661M AUM0.04%$271,880806Q3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$4M11.7KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.04%$2M7.3KQ1 2026OLDER
Hardy Reed LLC$1.4B AUM0.04%$553,4381.9KQ1 2026OLDER
BOK Financial Private Wealth, Inc.$1.7B AUM0.04%$667,1702.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M15.7KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$3M8.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$17M57.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$59M198.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.04%$69M232.6KQ1 2026OLDER
Optas, LLC$661M AUM0.04%$247,466829Q1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.04%$279,345821Q4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.04%$1M4.9KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.04%$1M3.2KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.04%$270,152905Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.04%$4M12.5KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.04%$2M5.8KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.04%$597,0202.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.03%$186M623.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$11M35.7KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$862,9922.9KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$425,1441.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$164M548.5KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M7.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.03%$9M28.7KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M4.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$32M106.2KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.03%$1M4.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$33M109.6KQ1 2026OLDER
PALLADIEM, LLC$105M AUM0.03%$33,496100Q1 2026OLDER
CERTUITY, LLC$1.5B AUM0.03%$484,9961.6KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M8.0KQ1 2026OLDER
Symphony Financial, Ltd. Co.$755M AUM0.03%$236,228793Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$589M1.97MQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$1M3.9KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.03%$21M70.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.03%$12M39.3KQ1 2026OLDER
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.03%$202,987680Q1 2026OLDER
MATAURO, LLC$692M AUM0.03%$211,052707Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.03%$4M13.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.03%$109,554367Q1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.03%$1M3.6KQ3 2025OLDER
WealthCollab, LLC$243M AUM0.03%$71,046238Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M19.0KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.03%$905,3813.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.03%$546,5721.8KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$211,976623Q4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$3M11.1KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.03%$995,2982.9KQ2 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$292,540980Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$7M22.5KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.03%$2M5.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.03%$3M10.8KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.03%$5M16.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M9.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.03%$303,540889Q2 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$2M5.7KQ4 2025OLDER
FMR LLC$1.90T AUM0.03%$498M1.67MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$32M108.6KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.03%$592,7712.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.03%$853,4412.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.03%$18M61.5KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.03%$233,763693Q3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$2M6.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$30M100.4KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$266,064891Q1 2026OLDER
Inscription Capital, LLC$951M AUM0.03%$241,004807Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.03%$23M78.2KQ1 2026OLDER
Quantum Financial Advisors, LLC$1.0B AUM0.03%$205,693610Q3 2025OLDER
ALLSTATE CORP$9.4B AUM0.03%$2M7.8KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$463,5861.6KQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$272,348806Q1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.02%$234,330785Q1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.02%$272,808914Q1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.02%$415,7861.2KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$306,624909Q3 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$507,2431.5KQ4 2025OLDER
SYM FINANCIAL Corp$1.0B AUM0.02%$230,748773Q1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.02%$298,5101.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.02%$35M116.0KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.02%$200,327671Q1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$373,7511.1KQ3 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.02%$240,002804Q1 2026OLDER
Dundas Partners LLP$1.3B AUM0.02%$270,450906Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.02%$8M25.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$683,6882.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$5M15.1KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.02%$239,029801Q1 2026OLDER
NATIXIS$28.0B AUM0.02%$6M19.4KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$3M9.0KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.02%$474,8701.4KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.02%$22M74.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$11M36.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$545,2801.6KQ2 2026
Central Pacific Bank - Trust Division$984M AUM0.02%$194,621570Q2 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$311M1.04MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.1B3.65MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.3B3.84MQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$6M20.7KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.02%$221,255648Q2 2026
Rothschild Wealth LLC$1.1B AUM0.02%$206,577692Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.02%$13M43.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M10.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.02%$38M127.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$71M239.1KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$214,536636Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$157M524.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$95M319.2KQ1 2026OLDER
Turtle Creek Wealth Advisors, LLC$1.3B AUM0.02%$230,748773Q1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$4M12.8KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.02%$22M75.1KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$252,421846Q1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.02%$631,5792.1KQ1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.02%$20,00067Q1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.02%$298,5101.0KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$226,300758Q1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.02%$653,4392.2KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.02%$253,734850Q1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.02%$781,2012.6KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.02%$458,5111.5KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.02%$2M5.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M14.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M9.7KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M9.3KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.01%$26,88079Q4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$589,2811.8KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$4M12.6KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$221,196741Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$13M44.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$107M357.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$12M40.3KQ1 2026OLDER
Greenspring Advisors, LLC$1.6B AUM0.01%$229,853770Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$234M686.6KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$321,7941.1KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.01%$25,91387Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$26M86.3KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$1M4.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$22M72.9KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$266,271892Q1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$742,3802.3KQ1 2026OLDER
INVESTMENT HOUSE LLC$1.9B AUM0.01%$253,734850Q1 2026OLDER
UBS Group AG$666.3B AUM0.01%$88M294.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$23M76.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$505,9741.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$7M24.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$6M22.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$25M83.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$506M1.69MQ1 2026OLDER
ADELL HARRIMAN & CARPENTER INC$1.6B AUM0.01%$206,777613Q3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$82M275.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$418,8101.4KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$5M16.8KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M9.9KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M9.1KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$352M1.18MQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$289,750971Q1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$615,1721.8KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$352,6121.0KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$526,4561.5KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$939,7583.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M20.9KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$365,9401.2KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$278,627826Q3 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$352,4341.1KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$345,0781.0KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$97,513326.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$548,9601.8KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$490,4521.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.01%$2M6.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M7.4KQ1 2026OLDER
Capital International Investors$426.5B AUM0.01%$46M155.8KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$297,017995Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$67M223.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$3M8.6KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$240,193804Q1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$946,8413.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M4.7KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.01%$2M6.3KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.01%$215,379633Q4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M8.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$5M15.9KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.01%$580,7671.7KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$28,53885Q3 2025OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.01%$223,883750Q1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$450,7501.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M8.6KQ1 2026OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$305,4311.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$90M300.4KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$9M29.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$40M133.9KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.01%$56,338165Q2 2026
XPONANCE LLC$14.1B AUM0.01%$1M4.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$4M10.9KQ3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$260,002871Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.01%$147,762495Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$23M76.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$10M34.3KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$25,97187Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M4.2KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$30M100.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$10M34.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M21.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$315,4271.1KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.01%$39,404132Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$134M468.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M9.7KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$463,5861.6KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.01%$425,797822Q3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$270,156905Q1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$378,5111.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$432,5411.4KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.01%$32,546109Q1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$307,584902Q1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.01%$513,4371.7KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$10,74336.0KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$256,122858Q1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$233,752687Q4 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$658,7862.0KQ3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.01%$166,569558Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$950,6083.2KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.01%$593,3242.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$341,1971.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$469,1271.6KQ1 2026OLDER
Key FInancial Inc$562M AUM0.01%$40,896137Q1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$5M15.2KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M14.1KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$565,7081.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$565,0791.9KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$264,620980Q3 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$395,3901.3KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M12.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$21M61.0KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.01%$24,15871Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$375,8691.1KQ4 2025OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$29,25498Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$14M45.4KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$471,9441.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$4M14.8KQ1 2026OLDER
FIL Ltd$128.7B AUM0.01%$8M28.1KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$4M15.0KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$244,353718Q4 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$280,706825Q4 2025OLDER
Quarry LP$558M AUM0.01%$28,33584Q3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$283,884951Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M3.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$761,1392.2KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.01%$581,4971.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$22M73.4KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M5.5KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$3M10.5KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$236,461701Q3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$2M7.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.01%$36,419122Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$8M26.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M16.1KQ1 2026OLDER

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