SEC 13F Intelligence

FIZZNATIONAL BEVERAGE CORP

CUSIP 635017106 · Yahoo Finance ↗ · Google Finance ↗

National Beverage Corp (FIZZ) has 236 institutional holders in Filings Flow’s 13F database, together reporting 23.64M shares worth $769M as of Q1 2026. The largest reported holders are Blackrock, Inc., Renaissance Technologies LLC, and Vanguard Group Inc.

Institutional Holders
236
Q1 2026
Reported Value
$769M
Ticker
FIZZ
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 166Q4 ’18Q1 ’19: 159Q2 ’19: 137Q2 ’19Q3 ’19: 135Q2 ’21: 194Q2 ’21Q4 ’21: 190Q4 ’22: 183Q4 ’22Q4 ’25: 229Q1 ’26: 236Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $857MQ4 ’18Q1 ’19: $1.2BQ2 ’19: $641MQ2 ’19Q3 ’19: $930MQ2 ’21: $11.2BQ2 ’21Q4 ’21: $4.0BQ4 ’22: $339MQ4 ’22Q4 ’25: $722MQ1 ’26: $769MQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Collaborative Fund Advisors, LLC$162M AUM1.18%$2M56.9KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.88%$8M236.5KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.66%$1M37.7KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.23%$79M2.34MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.16%$99M2.95MQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.14%$1M43.9KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.13%$2M59.7KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.12%$759,07520.6KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.12%$400,23311.9KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.07%$1M28.4KQ3 2025OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.06%$602,33517.9KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.06%$369,84711.0KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.06%$1M32.3KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.05%$686,15818.6KQ3 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.04%$4M107.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$227,3166.2KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.03%$1M31.5KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M38.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M197.2KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.03%$676,92921.2KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$254,3947.6KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$241,3577.2KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$692,42821.7KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$218,9735.9KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$20M596.6KQ1 2026OLDER
Eukles Asset Management$224M AUM0.02%$41,1061.3KQ4 2025OLDER
WealthCollab, LLC$243M AUM0.02%$36,4771.1KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M60.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$369,50211.8KQ2 2026
Jessup Wealth Management, Inc$274M AUM0.01%$37,9491.2KQ4 2025OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$431,32612.8KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$819,78124.4KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$608,55719.1KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M28.0KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$53M1.58MQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.01%$13,460400Q1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$563,54915.3KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M83.7KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$249,8187.4KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$1M41.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$265,8357.9KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M83.8KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$759,48122.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M32.7KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$547,29617.2KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$488,02614.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$301,3369.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M50.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$292,5919.2KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$349,96010.4KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$272,8358.1KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$27,744870Q2 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$959,66630.1KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$569,79516.9KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$587,92418.4KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$306,8219.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$597,99417.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$405,31412.0KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$31,295930Q1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$899,36426.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$142,2394.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M110.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$8M254.6KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M66.8KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$42,6501.4KQ2 2026
Diversified Trust Co$5.4B AUM0.00%$204,2896.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M161.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$33,7511.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$6,761212Q4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$2M47.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M69.9KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M62.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$397,79612.5KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.00%$395,78210.7KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$54M1.60MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M51.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$245,1417.3KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.00%$202,0265.5KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M166.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$287,0749.0KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$137M4.08MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$469,95614.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$181,3745.4KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$6,730200Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$759,58122.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M78.4KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$6,813164Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M128.9KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$2,99589Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M537.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$67,4682.0KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M114.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M64.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$223,0326.6KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$118,2803.7KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$29M848.5KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$12,586374Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$67,1992.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$246,8227.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$410,92011.1KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$261,2597.8KQ2 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$527,21814.3KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M33.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$400,43511.9KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$315,0659.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$923,96427.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$259,6107.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$98,5612.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M80.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M163.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$48,8601.5KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$15,120448Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$89M2.78MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$10M287.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M141.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M71.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$246,4707.3KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,476133Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$646,34919.2KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,644138Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M56.1KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$12,684398Q4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$7M218.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$220,0806.0KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$236,3937.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M55.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M171.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$30M902.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M160.6KQ2 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$819,91624.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$6M191.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M67.4KQ1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$1,71651Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$853,02825.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M163.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$835,53024.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$35M1.04MQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$11,273335Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$47,0091.4KQ2 2026
MORGAN STANLEY$1.67T AUM0.00%$14M432.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$188,9115.9KQ4 2025OLDER
Kilter Group LLC$232M AUM0.00%$1,68350Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,72681Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$829,74224.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$23,454697Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M133.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$220,4756.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$390,07111.6KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$1,77248Q3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$945,22928.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$179,5235.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8M244.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$823,11224.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$336,06310.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$378,76411.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$2M55.5KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$60618Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$211,9286.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$225,9836.7KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$47815Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$33,011981Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$166,5344.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$239,4037.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$228,6856.8KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$542,57914.7KQ3 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$95630Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,78353Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$455,82313.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$746,73422.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$365,65010.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M48.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,01960Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$363,16311.4KQ4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,74688Q2 2026
Mariner, LLC$85.7B AUM0.00%$299,7528.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$245,8137.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M44.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$12,047358Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M46.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,731376Q2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$204,7276.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$908,44927.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$461,00513.7KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$2,20069Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$9,610308Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$13,662406Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$63820Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M73.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$48,7591.4KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$5,721170Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,17835Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$63,1032.0KQ4 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$3,02990Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$772,69524.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,31239Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$432,01712.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$70721Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$164,9864.9KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5,485163Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$302,3799.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$3M89.7KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$6,663198Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$1,75052Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,41342Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,259126Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$635,51418.9KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,778142Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$487,35014.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$22,411666Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$397,74311.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,05931.5KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,14434Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M55.3KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$87325Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$265,7687.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$27,728824Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,01960Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$5,249156Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$80824Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$263,1447.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$555,00016.5KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$37011Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,92957Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,663198Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$160,5324.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$375,26511.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$56,4041.7KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$6,378200Q4 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1013Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$44412Q3 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$54317Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$47214Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$1484Q3 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$3,766102Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,692100Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$6,215184Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2718Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1354Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$15,311455Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$341,34610.1KQ1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$40412Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$1,27640Q4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$13,292395Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$11,172332Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1013Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$1354Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,464148Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$39,5391.2KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,33942Q4 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$672Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$60618Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$3,23096Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,816262Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$12,652376Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$2,49074Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,09692Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$1695Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$263Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$40412Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$341Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$171Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,14434Q2 2026
Bogart Wealth, LLC$2.6B AUM0.00%$672Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3,533105Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$40412Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$94228Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1595Q4 2025OLDER

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