FFC0OAKTREE SPECIALTY LENDING
CUSIP 67401P405 · Yahoo Finance ↗ · Google Finance ↗
Oaktree Specialty Lending (FFC0) has 185 institutional holders in Filings Flow’s 13F database, together reporting 36.47M shares worth $371M as of Q1 2026. The largest reported holders are Private Management Group Inc, Morgan Stanley, and Bruni J V & Co /Co.
Institutional Holders
185
Q1 2026
Reported Value
$371M
Ticker
FFC0
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Melia Wealth LLC$207M AUM | 6.79% | $14M | 1.24M | Q1 2026OLDER |
| Beach Point Capital Management LP$254M AUM | 4.94% | $13M | 1.11M | Q1 2026OLDER |
| BRUNI J V & CO /CO$958M AUM | 2.95% | $28M | 2.50M | Q1 2026OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 2.06% | $4M | 336.6K | Q1 2026OLDER |
| ARES MANAGEMENT LLC$1.5B AUM | 1.56% | $24M | 2.10M | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.52% | $3M | 201.5K | Q3 2025OLDER |
| Wills Financial Group LLC$265M AUM | 1.44% | $4M | 295.3K | Q4 2025OLDER |
| Muzinich & Co., Inc.$286M AUM | 1.32% | $4M | 333.6K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 1.21% | $42M | 3.72M | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.84% | $1M | 89.7K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.75% | $1M | 126.3K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.72% | $14M | 1.28M | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.63% | $5M | 380.0K | Q4 2025OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.59% | $3M | 215.0K | Q4 2025OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.59% | $1M | 131.3K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 0.55% | $2M | 212.3K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.49% | $24M | 2.09M | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.43% | $1M | 95.9K | Q3 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 0.43% | $2M | 161.0K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.40% | $1M | 80.0K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.40% | $3M | 285.6K | Q1 2026OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.32% | $21M | 1.85M | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.28% | $768,829 | 68.0K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.23% | $2M | 166.1K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.23% | $3M | 282.3K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.23% | $2M | 154.0K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.20% | $578,217 | 51.2K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.20% | $729,777 | 64.6K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.19% | $292,175 | 48.5K | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 0.18% | $457,650 | 40.5K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.15% | $167,940 | 14.9K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.12% | $215,660 | 19.1K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.12% | $181,659 | 16.1K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.12% | $1M | 96.3K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.12% | $269,449 | 23.8K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.10% | $366,770 | 28.8K | Q4 2025OLDER |
| REDW Wealth LLC$251M AUM | 0.10% | $261,000 | 20.0K | Q3 2025OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.09% | $233,869 | 17.9K | Q3 2025OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.08% | $797,068 | 70.5K | Q1 2026OLDER |
| Nordwand Advisors, LLC$572M AUM | 0.08% | $519,077 | 39.8K | Q3 2025OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.08% | $191,100 | 15.0K | Q4 2025OLDER |
| VPR Management LLC$250M AUM | 0.07% | $178,088 | 15.8K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.07% | $290,647 | 25.7K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.06% | $329,203 | 29.1K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.06% | $113,000 | 10.0K | Q1 2026OLDER |
| Kensington Investment Counsel, LLC$208M AUM | 0.06% | $150,688 | 11.5K | Q3 2025OLDER |
| Cerberus Capital Management, L.P.$2.6B AUM | 0.06% | $2M | 135.0K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.05% | $140,237 | 12.4K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.05% | $123,809 | 11.0K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.05% | $493,830 | 43.7K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.04% | $258,481 | 19.8K | Q3 2025OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.04% | $669,152 | 59.2K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.04% | $367,065 | 28.8K | Q4 2025OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.04% | $399,271 | 33.4K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.03% | $210,756 | 18.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $986,318 | 77.4K | Q4 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.03% | $558,713 | 43.9K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.03% | $436,842 | 34.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $604,204 | 54.0K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.03% | $321,666 | 28.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $332,896 | 26.4K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $720,412 | 55.2K | Q3 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.02% | $241,662 | 21.4K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.02% | $56,500 | 5.0K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.02% | $1M | 79.5K | Q4 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.02% | $1M | 105.9K | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $161,929 | 14.3K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $27,705 | 2.1K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 149.6K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.02% | $132,575 | 11.1K | Q2 2026 |
| Atom Investors LP$1.4B AUM | 0.02% | $244,679 | 21.7K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.02% | $236,205 | 18.1K | Q3 2025OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.02% | $202,890 | 16.5K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.02% | $81,154 | 6.4K | Q4 2025OLDER |
| Garner Asset Management Corp$255M AUM | 0.01% | $38,475 | 3.0K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $412,631 | 36.5K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $19,251 | 1.70M | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.01% | $113,000 | 10.0K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.01% | $150,335 | 13.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $284,908 | 25.2K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.01% | $212,384 | 18.8K | Q2 2026 |
| HORAN Wealth, LLC$1.1B AUM | 0.01% | $132,855 | 11.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $360,192 | 23.4K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $201 | 15.8K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $408,011 | 32.0K | Q4 2025OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.01% | $226,520 | 20.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $192,286 | 17.0K | Q1 2026OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.01% | $35,000 | 200.0K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.01% | $21,877 | 1.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $571,034 | 50.5K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $179,940 | 14.1K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 178.4K | Q3 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $28,250 | 2.5K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $15,925 | 1.3K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $8M | 720.7K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $397,873 | 35.2K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $162,491 | 12.8K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $732,845 | 64.9K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $10M | 883.3K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.01% | $52,059 | 4.6K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $450,893 | 39.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $170,275 | 15.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $256,250 | 22.7K | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.01% | $13,050 | 1.0K | Q3 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $328,350 | 27.5K | Q2 2026 |
| Abound Wealth Management$440M AUM | 0.01% | $29,123 | 2.6K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $12,740 | 1.0K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $919,673 | 81.4K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $149,140 | 11.7K | Q4 2025OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $430,439 | 38.1K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $134,832 | 11.9K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.01% | $2M | 133.4K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $214,622 | 16.7K | Q4 2025OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $137,795 | 10.6K | Q3 2025OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.00% | $5,628 | 498 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $11,390 | 1.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $367,747 | 32.5K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.00% | $197,982 | 15.2K | Q3 2025OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.00% | $15,968 | 16.0K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $274,026 | 24.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $467,221 | 41.3K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $329,634 | 25.9K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 116.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 235.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 308.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $194,925 | 17.3K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $537,157 | 42.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $942,327 | 74.0K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $2M | 207.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $395,658 | 35.0K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $36,160 | 3.2K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $429,949 | 33.7K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $2M | 176.7K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 143.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $291,502 | 25.8K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $382,200 | 30.0K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $125,961 | 11.1K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.00% | $133,012 | 11.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 199.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $35,249 | 3.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $655,457 | 58.0K | Q2 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $300,588 | 23.6K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 1.37M | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $4M | 310.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $38M | 2.96M | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $4,363 | 386 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $447,966 | 39.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $20,340 | 1.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 685.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $391,970 | 30.8K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 424.0K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $934,985 | 82.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $883,660 | 78.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $739,490 | 65.4K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $241,647 | 18.5K | Q3 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $8,249 | 730 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $6,525 | 500 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 479.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $519,493 | 46.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $40,338 | 3.1K | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $817,615 | 64.2K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $404,461 | 35.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $706,631 | 54.1K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,300 | 1.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 384.4K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $1,801 | 138 | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $19,747 | 1.6K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $104,605 | 9.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $293,730 | 26.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 231.1K | Q2 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $295,710 | 26.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $7,910 | 700 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $336,882 | 29.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $19,416 | 1.5K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $27,797 | 2.1K | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $22,600 | 2.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 229.8K | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $5,650 | 500 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $139,838 | 12.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $563,721 | 49.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $340,243 | 30.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $86,484 | 6.8K | Q4 2025OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $21,470 | 1.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 103.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $252,931 | 22.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $197,309 | 17.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $297,107 | 26.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 211.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $11,300 | 1.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $349,655 | 26.8K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $487,188 | 43.1K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $396 | 35 | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $1,130 | 100 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $133,644 | 11.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $403,094 | 35.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $45,533 | 3.6K | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $787 | 60 | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $279,268 | 24.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $38,637 | 3.4K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $202,959 | 18.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $313,281 | 27.7K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $174,576 | 13.7K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $35,059 | 3.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $60,591 | 4.8K | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $3,694 | 283 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $5,153 | 456 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 116.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $6,882 | 609 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $575,599 | 50.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,639 | 772 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $441 | 39 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $41,290 | 3.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 341.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $497,822 | 44.1K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $155,545 | 13.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $189,703 | 16.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,795 | 219 | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $131,547 | 10.3K | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $26,117 | 2.0K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $1M | 107.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $14,860 | 1.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $131 | 10 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $37,538 | 3.3K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,458 | 129 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $173,226 | 13.6K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $18,431 | 1.4K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $215,467 | 19.2K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $5,274 | 414 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $16,521 | 1.5K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,017 | 90 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,188 | 91 | Q3 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $15 | 1 | Q4 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $249 | 22 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,116 | 102 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $181 | 16 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $23 | 2 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.