FMSFRESENIUS MEDICAL CARE AG
CUSIP 358029106 · Yahoo Finance ↗ · Google Finance ↗
Fresenius Medical Care AG (FMS) has 217 institutional holders in Filings Flow’s 13F database, together reporting 42.58M shares worth $942M as of Q1 2026. The largest reported holders are Pzena Investment Management LLC, Fiduciary Management Inc /Wi/, and Dodge & Cox.
Institutional Holders
217
Q1 2026
Reported Value
$942M
Ticker
FMS
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Broyhill Asset Management, LLC$108M AUM | 1.63% | $2M | 77.5K | Q4 2025OLDER |
| NIA IMPACT ADVISORS, LLC$225M AUM | 1.48% | $3M | 147.6K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.25% | $101M | 4.46M | Q1 2026OLDER |
| PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM | 1.10% | $340M | 15.05M | Q1 2026OLDER |
| Integral Health Asset Management, LLC$2.1B AUM | 0.84% | $17M | 775.0K | Q1 2026OLDER |
| XY Capital Ltd$101M AUM | 0.80% | $1M | 53.6K | Q4 2025OLDER |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 0.57% | $29M | 1.30M | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.56% | $6M | 249.8K | Q4 2025OLDER |
| SEARLE & CO.$398M AUM | 0.46% | $2M | 80.7K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.36% | $1M | 46.2K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.34% | $506,698 | 22.5K | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.32% | $338,400 | 15.0K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.28% | $2M | 73.0K | Q1 2026OLDER |
| HENNESSY ADVISORS INC$2.8B AUM | 0.28% | $8M | 337.8K | Q1 2026OLDER |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.26% | $36M | 1.61M | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.24% | $8M | 347.8K | Q1 2026OLDER |
| Uncommon Cents Investing LLC$431M AUM | 0.21% | $913,567 | 40.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.20% | $1M | 42.9K | Q4 2025OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.19% | $290,499 | 11.0K | Q3 2025OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.18% | $494,100 | 2.0K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.17% | $200,671 | 8.9K | Q1 2026OLDER |
| Transmarket Holdings LP$137M AUM | 0.15% | $209,616 | 8.8K | Q1 2026OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.15% | $2M | 99.0K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.12% | $345,303 | 15.3K | Q1 2026OLDER |
| PING CAPITAL MANAGEMENT, INC.$350M AUM | 0.10% | $338,400 | 15.0K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.09% | $335,987 | 14.9K | Q2 2026 |
| Veracity Capital LLC$280M AUM | 0.08% | $264,173 | 10.0K | Q3 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.08% | $200,345 | 8.9K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.07% | $651,871 | 28.9K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.07% | $24,320 | 1.0K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.06% | $2M | 94.1K | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.05% | $238,208 | 9.0K | Q3 2025OLDER |
| DODGE & COX$182.0B AUM | 0.05% | $86M | 3.83M | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.04% | $826,824 | 36.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.04% | $287,888 | 12.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $475,880 | 21.1K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.03% | $230,699 | 10.2K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.03% | $2M | 84.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.03% | $284,098 | 12.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.03% | $350,613 | 15.5K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $305,282 | 13.5K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.03% | $51,324 | 2.3K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $301,086 | 13.3K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.03% | $210,807 | 8.8K | Q4 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.03% | $200,897 | 8.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 66.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.02% | $5M | 205.9K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.02% | $34,494 | 1.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $917,213 | 38.5K | Q4 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.02% | $370,345 | 16.4K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.02% | $1M | 56.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $490,524 | 21.7K | Q2 2026 |
| Kimelman & Baird, LLC$1.2B AUM | 0.02% | $219,600 | 9.7K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.02% | $2M | 77.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 63.6K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.02% | $2M | 67.2K | Q4 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.02% | $209,000 | 8.8K | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $37M | 1.64M | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $299,775 | 12.6K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $12M | 509.9K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $218,606 | 9.7K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.01% | $250,687 | 11.1K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $13,920 | 617 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $8M | 341.3K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $783,528 | 34.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $502,399 | 22.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $845,853 | 37.5K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $395,207 | 17.5K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.01% | $44,782 | 2.0K | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.01% | $201,139 | 8.9K | Q2 2026 |
| MEYER HANDELMAN CO$3.2B AUM | 0.01% | $360,960 | 16.0K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $517,098 | 22.9K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $489,258 | 21.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.01% | $2M | 68.6K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $205,085 | 7.8K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $7M | 17.3K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $333,729 | 14.8K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 79.6K | Q3 2025OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.01% | $42,876 | 1.8K | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $234,838 | 8.9K | Q3 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.01% | $213,273 | 8.1K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $326,127 | 14.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 45.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $633,868 | 28.1K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $347,988 | 15.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.01% | $604,382 | 26.8K | Q1 2026OLDER |
| CACTI ASSET MANAGEMENT LLC$2.0B AUM | 0.01% | $135,660 | 6.0K | Q2 2026 |
| One Capital Management, LLC$3.6B AUM | 0.01% | $236,473 | 10.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $275,621 | 11.6K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $3M | 132.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 67.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $264,783 | 11.1K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $10M | 429.3K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $217,095 | 9.1K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $757,790 | 33.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $527,498 | 23.4K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $341,784 | 15.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $359,148 | 13.6K | Q3 2025OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.00% | $10,784 | 478 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $14,197 | 596 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $508,418 | 22.5K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $321,809 | 13.5K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $70M | 2.94M | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 214.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $488,875 | 21.7K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.00% | $305,825 | 12.8K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 335.8K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $120,144 | 4.6K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $10,896 | 483 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10M | 422.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $93,287 | 4.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 183.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $172,471 | 7.6K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $545,241 | 20.7K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $457,407 | 20.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $3M | 120.7K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 50.9K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $9,453 | 419 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 383.8K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $470,014 | 20.8K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 75.5K | Q4 2025OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $565,128 | 25.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $21,139 | 937 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $783,647 | 34.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $18M | 818.0K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $4,941 | 219 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $104,498 | 4.6K | Q2 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $5,856 | 259 | Q2 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $19,609 | 875 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 80.7K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $6,610 | 293 | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $6,789 | 285 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 334.9K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $227,827 | 10.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 50.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $916,958 | 40.6K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 64.0K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $4,490 | 199 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $9M | 379.8K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $19,605 | 869 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,895 | 84 | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $242,684 | 9.2K | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $322,282 | 12.2K | Q3 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $3,668 | 154 | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $7,490 | 332 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $80,178 | 3.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $68,966 | 3.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $210,701 | 8.8K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $23,831 | 1.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 216.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $423,338 | 18.8K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $2,144 | 95 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $42,971 | 1.6K | Q3 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $1,670 | 74 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $33,840 | 1.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $519,060 | 23.0K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $16,920 | 750 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $454,748 | 19.1K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $526,708 | 23.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $102,739 | 4.6K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $6,800 | 301 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $19,537 | 866 | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $587 | 26 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $11,484 | 509 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $350,271 | 15.5K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $1,918 | 85 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $835 | 37 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 76.9K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $871,109 | 38.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $415,310 | 18.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $308,190 | 13.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $293,490 | 13.0K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $747 | 33 | Q2 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $699 | 31 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $42,619 | 1.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $873,874 | 38.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $337,520 | 15.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 113.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $359,097 | 15.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 45.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 102.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $422,625 | 18.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $7M | 295.4K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $2,466 | 109 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $246,443 | 10.9K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $524 | 22 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $485,513 | 21.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 53.3K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $1,873 | 83 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $2M | 84.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2,392 | 106 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $52,408 | 2.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 91.8K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $11,979 | 531 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 100.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $14,287 | 600 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $233,782 | 10.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $14M | 627.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $60,958 | 2.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,670 | 74 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,219 | 320 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $810 | 34 | Q4 2025OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $21,881 | 926 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $6,480 | 272 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $10,468 | 464 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $787,976 | 34.9K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $13,365 | 591 | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $48,340 | 2.0K | Q4 2025OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $451 | 20 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $259,587 | 9.9K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $263,279 | 10.0K | Q3 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $2,233 | 99 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $4,061 | 180 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $1,895 | 84 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 116.5K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,049 | 44 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $6,046 | 268 | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.00% | $205,281 | 8.6K | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,512 | 67 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $323,552 | 14.7K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $6,971 | 309 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 82.5K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $2,382 | 100 | Q4 2025OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.00% | $2,382 | 100 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $25,154 | 1.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $229,949 | 10.2K | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $336,458 | 14.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $512,759 | 22.7K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $1,379 | 61 | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $79,389 | 3.5K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $790 | 30 | Q3 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $564 | 25 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,783 | 79 | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $439,080 | 19.5K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $474 | 21 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $667 | 33 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $902 | 40 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $466,295 | 20.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,399 | 62 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $27,938 | 1.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $27,852 | 1.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $39,480 | 1.8K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $288,407 | 12.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $722 | 32 | Q1 2026OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $722 | 32 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $474 | 21 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $27,476 | 1.2K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $3,950 | 150 | Q3 2025OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $136 | 6 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $1,799 | 81 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $39,209 | 1.7K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $542 | 24 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $345,190 | 15.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $4,651 | 206 | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $33,569 | 1.5K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $68 | 3 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $361 | 16 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1,489 | 66 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $993 | 44 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $790 | 35 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $68 | 3 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $338 | 15 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $22 | 1 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $23 | 1 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $48 | 2 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.