SEC 13F Intelligence

EXLSEXLSERVICE HLDGS INC

CUSIP 302081104 · Yahoo Finance ↗ · Google Finance ↗

Exlservice Hldgs Inc (EXLS) has 457 institutional holders in Filings Flow’s 13F database, together reporting 151.70M shares worth $4.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and FMR LLC.

Institutional Holders
457
Q1 2026
Reported Value
$4.5B
Ticker
EXLS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 162Q4 ’18Q1 ’19: 171Q2 ’19: 174Q2 ’19Q3 ’19: 182Q2 ’21: 199Q2 ’21Q4 ’21: 264Q4 ’22: 316Q4 ’22Q4 ’25: 460Q1 ’26: 457Q1 ’26Q2 ’26: 25filingsflow.com
Total reported value
Q4 ’18: $1.9BQ4 ’18Q1 ’19: $2.7BQ2 ’19: $3.2BQ2 ’19Q3 ’19: $3.5BQ2 ’21: $7.6BQ2 ’21Q4 ’21: $16.1BQ4 ’22: $1.9BQ4 ’22Q4 ’25: $6.3BQ1 ’26: $4.5BQ1 ’26Q2 ’26: $26Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Atairos Group, Inc.$1.2B AUM3.46%$68M1.55MQ3 2025OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM2.75%$130M4.26MQ1 2026OLDER
Summit Creek Advisors LLC$487M AUM1.95%$10M312.2KQ1 2026OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM1.87%$84M2.76MQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM1.61%$17M546.3KQ1 2026OLDER
KESTREL INVESTMENT MANAGEMENT CORP$167M AUM1.57%$3M86.5KQ1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM1.12%$21M496.7KQ4 2025OLDER
Foyston, Gordon & Payne Inc$434M AUM1.01%$4M144.4KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.94%$2M49.7KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.91%$5M119.7KQ4 2025OLDER
Bridge City Capital, LLC$361M AUM0.87%$3M103.5KQ1 2026OLDER
NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM0.75%$9M300.2KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.73%$67M1.57MQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.72%$5M156.5KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.69%$3M69.6KQ4 2025OLDER
one8zero8, LLC$449M AUM0.67%$3M98.6KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.57%$18M584.1KQ1 2026OLDER
Odyssean, LLC$274M AUM0.54%$744,94917.6KQ4 2025OLDER
Kensington Investment Counsel, LLC$208M AUM0.51%$1M29.8KQ4 2025OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.49%$5M108.6KQ3 2025OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.48%$7M240.2KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.48%$2M38.1KQ3 2025OLDER
EFG Asset Management (North America) Corp.$773M AUM0.45%$3M79.4KQ3 2025OLDER
Leeward Investments, LLC - MA$2.0B AUM0.44%$9M295.6KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.44%$482,96715.9KQ1 2026OLDER
2Xideas AG$255M AUM0.43%$1M36.1KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.43%$1M37.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.38%$1M24.5KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.33%$9M194.4KQ3 2025OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.32%$8M252.8KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.31%$368,44512.1KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.31%$110M2.58MQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.27%$1M25.5KQ3 2025OLDER
Sciencast Management LP$785M AUM0.27%$2M68.9KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.27%$5M153.1KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.26%$8M247.7KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.26%$6M208.0KQ1 2026OLDER
Tevis Investment Management$176M AUM0.25%$419,4749.5KQ4 2025OLDER
Eurizon SLJ Capital Ltd$210M AUM0.24%$502,52916.4KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.23%$28M904.2KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.22%$66M2.16MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.22%$1M40.7KQ1 2026OLDER
UNIVEST FINANCIAL Corp$1.8B AUM0.22%$4M126.1KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.21%$852,44828.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.21%$600,21713.6KQ3 2025OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.19%$226,4175.3KQ4 2025OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM0.19%$2M78.1KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.18%$5M177.9KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.17%$6M200.8KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.16%$424,50510.0KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.16%$1M24.4KQ3 2025OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.16%$29M939.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.16%$1M45.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.15%$3M95.6KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.15%$347,28211.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.15%$502,60816.5KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.14%$971,91822.9KQ4 2025OLDER
HMS Capital Management, LLC$259M AUM0.14%$332,9847.8KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.14%$301M9.88MQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.14%$7M227.9KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.13%$541,18817.8KQ1 2026OLDER
MQS Management LLC$148M AUM0.13%$219,0755.2KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.13%$10M336.6KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.13%$498,52716.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.13%$18M577.7KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.13%$413,66313.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.12%$8M178.6KQ3 2025OLDER
Tandem Investment Advisors, Inc.$2.0B AUM0.12%$3M73.6KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.11%$6M220.5KQ2 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.11%$1M38.4KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.11%$3M95.0KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.11%$261,3185.9KQ3 2025OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.10%$1M33.6KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.10%$2M36.2KQ4 2025OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.10%$3M85.4KQ1 2026OLDER
Lifestyle Asset Management, Inc.$306M AUM0.10%$305,53510.0KQ1 2026OLDER
111 Capital$406M AUM0.10%$455,55110.7KQ4 2025OLDER
SHAKER INVESTMENTS LLC/OH$220M AUM0.10%$238,6405.6KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.10%$58M1.89MQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.10%$35M1.14MQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.10%$761,25025.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.10%$12M290.8KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.10%$268,3486.3KQ4 2025OLDER
Heritage Family Offices, LLP$225M AUM0.10%$211,9915.0KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.10%$20M456.2KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.10%$24M793.9KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.09%$2M63.1KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.09%$77M2.53MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.09%$113M3.71MQ1 2026OLDER
Bedel Financial Consulting, Inc.$888M AUM0.09%$808,66126.6KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.09%$547,09518.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.09%$674,89422.2KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.08%$13M505.2KQ2 2026
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.08%$9M205.3KQ3 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.08%$3M82.5KQ1 2026OLDER
Riverwater Partners LLC$300M AUM0.08%$230,8727.6KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.08%$1M38.9KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.08%$283,9169.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.08%$15M485.4KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.07%$500,44616.4KQ1 2026OLDER
Compass Ion Advisors, LLC$1.0B AUM0.07%$757,07924.9KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.07%$3M109.2KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$767,10318.1KQ4 2025OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.07%$1M24.4KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.07%$2M52.2KQ4 2025OLDER
Sagewood Asset Management LP$319M AUM0.07%$216,2257.1KQ1 2026OLDER
M&G Plc$19.4B AUM0.07%$13M311.6KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.07%$792,86418.7KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.07%$36M1.18MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.07%$16M540.4KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.07%$9M297.9KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.06%$298,8369.8KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.06%$6M185.9KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.06%$2M70.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.06%$4M124.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M27.7KQ4 2025OLDER
Impact Partnership Wealth, LLC$810M AUM0.06%$511,31616.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.06%$105M3.44MQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.06%$300,3487.1KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.06%$735,21524.1KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.06%$1M28.6KQ3 2025OLDER
AMI ASSET MANAGEMENT CORP$1.6B AUM0.06%$869,92628.6KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.05%$419,12213.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$932,80530.6KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.05%$429,45010.1KQ4 2025OLDER
State of Wyoming$844M AUM0.05%$427,88314.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.05%$2M54.8KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.05%$502,18116.5KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.05%$347,16011.4KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.05%$55M1.80MQ1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.04%$245,1538.1KQ1 2026OLDER
Numerai GP LLC$997M AUM0.04%$447,64514.7KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.04%$4M84.8KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.04%$202,1586.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.04%$1M33.3KQ1 2026OLDER
Balefire, LLC$613M AUM0.04%$212,0305.0KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.04%$32M1.05MQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.04%$3M90.8KQ1 2026OLDER
FIL Ltd$128.7B AUM0.04%$53M1.25MQ4 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.04%$394,72715.3KQ2 2026
Balboa Wealth Partners$596M AUM0.04%$226,3145.1KQ3 2025OLDER
MCMORGAN & CO LLC$618M AUM0.04%$236,6887.8KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.04%$462,17215.2KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.04%$3M96.3KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.04%$208,8054.9KQ4 2025OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.04%$481,11015.8KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M72.5KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$258,7576.1KQ4 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.04%$227,0125.4KQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$517,00011.7KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$217,3764.9KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$21M684.3KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.03%$287,7539.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$7M244.5KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.03%$224,0517.4KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.03%$2M41.2KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M72.8KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$279,6839.2KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.03%$283,24511.0KQ2 2026
Trust Point Inc.$1.2B AUM0.03%$338,74513.1KQ2 2026
NICOLET BANKSHARES INC$2.7B AUM0.03%$768,68925.2KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.03%$992,63638.4KQ2 2026
NORDEN GROUP LLC$1.0B AUM0.03%$286,8096.8KQ4 2025OLDER
Manchester Capital Management LLC$694M AUM0.03%$206,0474.9KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$67M2.20MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$25M818.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$885,63829.1KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.03%$472,85815.5KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$8M262.3KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.03%$180,1125.9KQ1 2026OLDER
AXIOM INVESTORS LLC /DE$9.0B AUM0.03%$4M81.2KQ3 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.03%$16M532.5KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.03%$807,84326.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M45.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.02%$6M140.6KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$955,21731.4KQ1 2026OLDER
Quarry LP$558M AUM0.02%$143,4473.4KQ4 2025OLDER
Institute for Wealth Management, LLC.$938M AUM0.02%$203,1936.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$408M13.41MQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.02%$1M38.2KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.02%$579,95119.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$4M143.7KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.02%$24M552.2KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$12M396.4KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$16M384.9KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.02%$13M432.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$426,48010.0KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.02%$2M56.6KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.02%$5M160.2KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M57.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$11M361.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$87M2.85MQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.02%$318,50710.5KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.02%$480,56215.8KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$6M145.5KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$2M80.5KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$208,1876.8KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$1M46.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M64.5KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.02%$10M340.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M46.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$937,06830.8KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M35.2KQ1 2026OLDER
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM0.01%$221,4095.2KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M106.6KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.01%$84,1642.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$2M65.3KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$352,15411.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$52,0091.7KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$24,330799Q1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$981,73832.2KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.01%$404,2199.5KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$13M421.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$886,36929.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M487.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$417,68313.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M178.5KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$372,03111.8KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.01%$424,40010.0KQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$497,66815.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$4M136.8KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$7M221.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$198M6.50MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$38M1.24MQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$449,65514.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$582M19.12MQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$3M91.6KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$212,4197.0KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$201,7894.6KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$6M194.9KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$202,2744.6KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$719,16823.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$60M1.98MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$933,78030.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$10M323.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$243,9379.4KQ2 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$413,39013.6KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$253,4946.0KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$24,789563Q3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M52.5KQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$236,1795.6KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$605M14.26MQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M74.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M155.6KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$28M625.1KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$252,4335.9KQ4 2025OLDER
Composition Wealth, LLC$7.3B AUM0.01%$603,15419.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M37.4KQ1 2026OLDER
Cache Advisors, LLC$1.2B AUM0.01%$69,2432.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$128M4.22MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M77.4KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$250,9698.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M43.6KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$246,4018.1KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$323,0057.3KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M177.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$30M994.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$7M216.6KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$1M41.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$27,284896Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$117M3.83MQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$352,1968.0KQ3 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$369,5518.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$236,0207.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M126.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$1M38.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$42M1.38MQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$254,3016.0KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.01%$649,79514.8KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M54.9KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$637,22820.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$49M1.60MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M50.6KQ1 2026OLDER
Amundi$367.1B AUM0.01%$23M770.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$800,29026.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$243,6308.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$355,9028.4KQ4 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$257,5168.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$33M1.10MQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M39.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M189.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M37.8KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$10M324.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$816,47326.8KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$260,9228.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$56,6071.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M353.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M149.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M84.4KQ1 2026OLDER
ADIRONDACK TRUST CO$336M AUM0.01%$16,595377Q3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$10M314.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$5M172.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M166.7KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$3M81.1KQ4 2025OLDER
Carnegie Investment Counsel$5.1B AUM0.01%$266,4388.8KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$510,82016.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$205M6.74MQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$29M948.5KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$223,7257.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$146M4.79MQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$459,88615.1KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$210,2874.8KQ3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$721,14723.7KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.00%$70,8882.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$18M587.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$234,1917.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M42.7KQ4 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$544,69017.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$3M91.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$51,0222.0KQ2 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M46.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$30M989.0KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$59,8952.0KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$52,4341.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$431,08114.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$6M202.2KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$222,3015.2KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$2M55.1KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M97.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$4M122.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M35.7KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$2M80.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$10M329.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M80.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M98.7KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$226,5787.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M91.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M95.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$521,94317.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$12M294.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$257,0288.4KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$2M54.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$67M1.57MQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$8M248.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M109.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$6M198.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$6M192.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M71.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M142.4KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$267,5958.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M179.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$29M938.4KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$200,3006.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M39.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$7M230.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$46M1.51MQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.00%$881,28428.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,423145.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$158,3105.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$287,4466.8KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M56.6KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$4,931112Q3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$13M442.4KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$28,471935Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$557,06712.7KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15M476.6KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$28,319930Q1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M31.0KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$341,40511.2KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$4,842159Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M52.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$19M621.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M109.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$25M814.0KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$83,7362.0KQ4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$211,9875.0KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$97,5323.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$5M166.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$14M474.3KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$71,7691.6KQ3 2025OLDER
SWAN Capital LLC$272M AUM0.00%$7,247238Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$448,80310.6KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$254,6848.4KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$124,1144.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M73.4KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$482,54115.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$474,32015.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$261,9618.6KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$25,913851Q1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.00%$248,2745.8KQ2 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M138.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$9M288.5KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$7,674252Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$735,68724.2KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$10,658350Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$130,1334.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$16,048527Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$261,8398.6KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$21,472694Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$295,5789.7KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$7,917260Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$60,9002.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$304,27610.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$93,9383.1KQ2 2026
Private Wealth Management Group, LLC$381M AUM0.00%$6,334208Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$9,620372Q2 2026
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$2,38092Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M153.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M215.9KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.00%$1,88862Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$281,7926.4KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M43.1KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$407,84713.4KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$246,1525.8KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,604178Q2 2026
UMB Bank, n.a.$7.2B AUM0.00%$95,6743.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$265,8536.0KQ3 2025OLDER
Kilter Group LLC$232M AUM0.00%$3,01599Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M39.9KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$2,37678Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$16,718549Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$232,5477.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M154.8KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$300,6639.9KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M109.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$173,7175.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M43.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$216,6527.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$230,8745.4KQ4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$8,534273Q1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.00%$5,585216Q2 2026
Blue Trust, Inc.$8.7B AUM0.00%$98,7493.2KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$302,4277.1KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$6,760222Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M114.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M64.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$64,0641.5KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$8,882291.7KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$3,045100Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M68.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$289,6099.5KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.00%$23,342550Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M47.7KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$240,1907.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$225,1147.4KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$518,50317.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$244,9098.0KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$19,350456Q4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$235,1605.5KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M142.0KQ2 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$216,5404.9KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$11,419375Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$763,07725.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$753,12024.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$81,5852.7KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$1,26829Q3 2025OLDER
AVIVA PLC$59.6B AUM0.00%$438,69314.4KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,595139Q2 2026
Activest Wealth Management$569M AUM0.00%$4,141136Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$16,291535Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$33,5561.1KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,959130Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$144,5583.4KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$157,3055.2KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$27,721898Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M38.5KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$292,0469.6KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$222,2585.2KQ4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$57919Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$431,38514.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$67022Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$1,37145Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$270,0896.4KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$10,292338Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$34,7451.1KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$2,34577Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$112,4213.7KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$98338Q2 2026
WHITTIER TRUST CO$8.9B AUM0.00%$40,294951Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$319,54310.5KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$20,889686Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,867127Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$265,5016.0KQ3 2025OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$63715Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$518,19817.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$200,0256.6KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$13,602526Q2 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,43680Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$227,8607.5KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,44334Q2 2026
Fortitude Family Office, LLC$448M AUM0.00%$1,31631Q4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$36512Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$504,16116.6KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$51820Q2 2026
Arlington Trust Co LLC$1.2B AUM0.00%$1,54135Q3 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$291,0109.6KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$1,87762Q1 2026OLDER
Tredje AP-fonden$18.3B AUM0.00%$45,1571.5KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$66015Q3 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$55213Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$3,745123Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$6,395210Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$73124Q1 2026OLDER
First Pacific Financial$777M AUM0.00%$1,76758Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$7,706298Q2 2026
Rialto Wealth Management, LLC$445M AUM0.00%$1,00533Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$6,729221Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$36,6011.2KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$72117Q4 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$2,49782Q1 2026OLDER

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