SEC 13F Intelligence

FSMFORTUNA MNG CORP

CUSIP 349942102 · Yahoo Finance ↗ · Google Finance ↗

Fortuna Mng Corp (FSM) has 250 institutional holders in Filings Flow’s 13F database, together reporting 205.67M shares worth $2.0B as of Q1 2026. The largest reported holders are Van Eck Associates Corp, Mirae Asset Global Etfs Holdings Ltd., and Arrowstreet Capital, Limited Partnership.

Institutional Holders
250
Q1 2026
Reported Value
$2.0B
Ticker
FSM
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’24: 130Q2 ’24Q3 ’24: 155Q3 ’24Q4 ’24: 156Q4 ’24Q1 ’25: 162Q1 ’25Q2 ’25: 198Q2 ’25Q3 ’25: 206Q3 ’25Q4 ’25: 229Q4 ’25Q1 ’26: 250Q1 ’26filingsflow.com
Total reported value
Q2 ’24: $606MQ2 ’24Q3 ’24: $659MQ3 ’24Q4 ’24: $613MQ4 ’24Q1 ’25: $930MQ1 ’25Q2 ’25: $1.2BQ2 ’25Q3 ’25: $1.8BQ3 ’25Q4 ’25: $2.0BQ4 ’25Q1 ’26: $2.0BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GLOBAL STRATEGIC MANAGEMENT INC$120M AUM8.02%$10M977.0KQ1 2026
Euro Pacific Asset Management, LLC$1.0B AUM4.35%$44M4.49MQ1 2026
Sicart Associates LLC$389M AUM1.65%$6M648.7KQ1 2026
CHASE INVESTMENT COUNSEL CORP$381M AUM1.04%$4M398.5KQ1 2026
Sheets Smith Investment Management$154M AUM0.97%$1M166.1KQ3 2025OLDER
ABBINGTON INVESTMENT GROUP$172M AUM0.74%$1M127.8KQ1 2026
PCJ Investment Counsel Ltd.$352M AUM0.73%$3M258.3KQ1 2026
CHANNING GLOBAL ADVISORS, LLC$171M AUM0.72%$1M124.1KQ1 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM0.64%$1M116.6KQ1 2026
PVG ASSET MANAGEMENT CORP$173M AUM0.54%$254,66726.0KQ4 2025OLDER
U S GLOBAL INVESTORS INC$858M AUM0.44%$4M383.6KQ1 2026
Integrated Quantitative Investments LLC$551M AUM0.40%$2M223.5KQ1 2026
Hillsdale Investment Management Inc.$3.7B AUM0.35%$13M1.30MQ1 2026
Exit Wealth Advisors, LLC.$195M AUM0.30%$588,73059.3KQ1 2026
De Lisle Partners LLP$836M AUM0.27%$2M230.3KQ1 2026
Informed Momentum Co LLC$866M AUM0.25%$2M222.2KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.23%$172M17.33MQ1 2026
Auxano Advisors, LLC$501M AUM0.21%$1M106.0KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.20%$1M170.9KQ2 2025OLDER
Penn Capital Management Company, LLC$1.3B AUM0.20%$2M350.6KQ2 2025OLDER
Realta Investment Advisors$288M AUM0.19%$551,61255.5KQ1 2026
SPWM Advisors LLC$115M AUM0.19%$216,50820.0KQ1 2026
Precision Wealth Strategies, LLC$301M AUM0.18%$551,24455.5KQ1 2026
VIRTUS ADVISERS, LLC$215M AUM0.17%$374,17337.7KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.17%$119M11.98MQ1 2026
Pine Valley Investments Ltd Liability Co$2.2B AUM0.17%$3M380.4KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.16%$584,02289.3KQ2 2025OLDER
Impact Asset Management GmbH$255M AUM0.16%$398,81365.6KQ2 2025OLDER
VAN ECK ASSOCIATES CORP$133.2B AUM0.16%$207M20.89MQ1 2026
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.15%$12M1.25MQ1 2026
Tidal Investments LLC$47.4B AUM0.14%$67M6.77MQ1 2026
Groupe la Francaise$7.3B AUM0.14%$10M1.02MQ1 2026
OXFORD ASSET MANAGEMENT LLP$268M AUM0.14%$372,40537.5KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.13%$559,00057.0KQ4 2025OLDER
PKO Investment Management Joint-Stock Co$1.2B AUM0.13%$2M151.4KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.12%$760,82571.1KQ3 2025OLDER
Kiker Wealth Management, LLC$209M AUM0.11%$196,86730.1KQ2 2025OLDER
Trexquant Investment LP$13.9B AUM0.11%$15M1.53MQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.10%$2M221.6KQ4 2025OLDER
Scientech Research LLC$120M AUM0.10%$122,04012.3KQ1 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM0.09%$154,05015.0KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.08%$149M14.97MQ1 2026
AIRE ADVISORS, LLC$547M AUM0.08%$439,04049.0KQ3 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.08%$682,84668.8KQ1 2026
Quantitative Investment Management, LLC$963M AUM0.07%$505,00056.4KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.07%$4M353.5KQ1 2026
Quantbot Technologies LP$2.4B AUM0.07%$2M162.6KQ1 2026
SPROTT INC.$3.4B AUM0.06%$2M217.8KQ1 2026
PDT Partners, LLC$1.7B AUM0.06%$1M102.8KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.06%$13M1.40MQ3 2025OLDER
New Vernon Capital Holdings II LLC$136M AUM0.05%$74,3097.5KQ1 2026
IPG Investment Advisors LLC$582M AUM0.05%$302,86530.5KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$12M1.23MQ1 2026
Bridgefront Capital, LLC$402M AUM0.05%$194,27719.8KQ4 2025OLDER
R Squared Ltd$182M AUM0.05%$113,31712.6KQ3 2025OLDER
Aristides Capital LLC$462M AUM0.05%$332,00437.1KQ3 2025OLDER
Massar Capital Management, LP$934M AUM0.05%$430,79643.9KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.05%$395,99839.9KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$87M8.76MQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.04%$10M978.1KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$54M5.47MQ1 2026
Numerai GP LLC$997M AUM0.04%$435,56043.9KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$72M7.29MQ1 2026
SIG North Trading, ULC$5.0B AUM0.04%$2M216.2KQ1 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.04%$1M114.1KQ1 2026
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.04%$1M147.1KQ1 2026
Entropy Technologies, LP$2.2B AUM0.04%$757,25477.2KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.04%$135,22713.6KQ1 2026
TORONTO DOMINION BANK$69.7B AUM0.04%$29M2.87MQ1 2026
GREENBERG FINANCIAL GROUP$270M AUM0.04%$99,30010.0KQ1 2026
CoreCommodity Management, LLC$538M AUM0.04%$214,69721.6KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.04%$2M223.2KQ1 2026
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.04%$7M709.0KQ1 2026
CHELSEA COUNSEL CO$225M AUM0.04%$85,1518.7KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.04%$194,17119.6KQ1 2026
LVW Advisors, LLC$1.0B AUM0.03%$364,45136.7KQ1 2026
Van Hulzen Asset Management, LLC$1.3B AUM0.03%$451,59745.5KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.03%$1M113.7KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M418.4KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.03%$94,22214.4KQ2 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$28M2.79MQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$4M394.1KQ1 2026
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.03%$137,81913.9KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.03%$2M229.1KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.03%$369,80337.2KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$8M815.9KQ1 2026
111 Capital$406M AUM0.02%$99,55010.0KQ1 2026
State of Wyoming$844M AUM0.02%$203,39620.5KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$5M477.5KQ1 2026
Centric Wealth Management$501M AUM0.02%$107,80011.0KQ4 2025OLDER
CastleKnight Management LP$6.0B AUM0.02%$1M135.3KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$106M10.63MQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.02%$17M1.67MQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.02%$842,27384.8KQ1 2026
Cypress Wealth Services, LLC$708M AUM0.02%$144,09414.5KQ1 2026
DGS Capital Management, LLC$609M AUM0.02%$120,18312.1KQ1 2026
Northwest & Ethical Investments L.P.$4.3B AUM0.02%$844,71185.0KQ1 2026
Elequin Capital, LP$1.2B AUM0.02%$228,35023.0KQ1 2026
Vident Advisory, LLC$11.7B AUM0.02%$2M220.9KQ1 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.02%$7M700.0KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$8M789.6KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.02%$247,40624.9KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$130,46313.3KQ4 2025OLDER
Intentional Wealth Strategies, LLC$107M AUM0.02%$18,4101.9KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$230,86923.5KQ4 2025OLDER
World Investment Advisors$6.2B AUM0.02%$1M104.5KQ1 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM0.02%$4M436.5KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.02%$5M529.8KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.02%$458,76646.2KQ1 2026
Kathmere Capital Management, LLC$1.6B AUM0.02%$260,29526.2KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.02%$19M1.92MQ1 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.02%$3M261.0KQ1 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$16M1.60MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M905.4KQ1 2026
Cardinal Point Capital Management ULC$1.8B AUM0.01%$224,72922.6KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$11M1.11MQ1 2026
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.01%$94,20510.5KQ3 2025OLDER
Man Group plc$55.1B AUM0.01%$7M698.6KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.01%$327,94833.0KQ1 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M161.5KQ1 2026
XTX Topco Ltd$5.8B AUM0.01%$680,93068.6KQ1 2026
Caprock Group, LLC$4.1B AUM0.01%$446,08544.9KQ1 2026
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.01%$4M436.5KQ4 2025OLDER
Capula Management Ltd$14.1B AUM0.01%$1M123.2KQ2 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.01%$104,26510.5KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$22M2.24MQ1 2026
BARCLAYS PLC$416.3B AUM0.01%$38M3.81MQ1 2026
Hara Capital LLC$200M AUM0.01%$17,8741.8KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$97,03915.9KQ2 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$3M344.5KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$270,03727.2KQ1 2026
Amundi$367.1B AUM0.01%$31M3.12MQ1 2026
Erste Asset Management GmbH$10.8B AUM0.01%$909,87697.4KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.01%$948,99095.6KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$22M2.19MQ1 2026
FORA Capital, LLC$1.4B AUM0.01%$72,05811.0KQ2 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$183,77428.1KQ2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M211.4KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$6M566.8KQ1 2026
WealthCollab, LLC$243M AUM0.01%$17,4971.8KQ1 2026
CIBC Asset Management Inc$40.9B AUM0.01%$3M296.9KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$11M1.08MQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M639.9KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$26M2.66MQ1 2026
Nuveen, LLC$369.3B AUM0.01%$24M2.43MQ1 2026
PFG Investments, LLC$2.1B AUM0.01%$134,83913.6KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.01%$2M248.4KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.01%$159,92024.5KQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$39M3.96MQ1 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.01%$92,26323.2KQ3 2025OLDER
Virtu Financial LLC$2.4B AUM0.01%$142,00014.3KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M363.2KQ1 2026
Investment Management Corp of Ontario$7.8B AUM0.01%$431,68743.5KQ1 2026
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.01%$330,59733.7KQ4 2025OLDER
Aventura Private Wealth, LLC$273M AUM0.01%$14,8951.5KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.01%$9M955.4KQ1 2026
Plato Investment Management Ltd$1.5B AUM0.01%$74,7177.5KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$83M8.47MQ1 2026
Alberta Investment Management Corp$16.7B AUM0.00%$814,05881.9KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$369,92237.3KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$607,29761.2KQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.00%$42,0004.7KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M118.3KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$13M1.28MQ1 2026
Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM0.00%$79,4408.0KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.00%$107,37712.0KQ3 2025OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$9,9301.0KQ1 2026
PROFFITT & GOODSON INC$649M AUM0.00%$24,8252.5KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M226.5KQ1 2026
INGALLS & SNYDER LLC$2.8B AUM0.00%$102,00010.3KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4M401.1KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.00%$1M113.8KQ1 2026
PEAK6 LLC$42.6B AUM0.00%$2M191.6KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$6M607.9KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$21M2.14MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$26M2.64MQ1 2026
PRUDENTIAL PLC$17.1B AUM0.00%$422,55443.1KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$14M1.44MQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$3M330.3KQ1 2026
Financial Management Professionals, Inc.$1.1B AUM0.00%$28,4892.9KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$199,69220.1KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$3M266.0KQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.00%$141,00021.7KQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$25M2.56MQ1 2026
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$255,36028.5KQ3 2025OLDER
Pacifica Partners Inc.$301M AUM0.00%$8,731880Q1 2026
Jain Global LLC$24.2B AUM0.00%$599,46261.2KQ4 2025OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$503,45150.7KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.00%$166,69616.8KQ1 2026
TrinityBridge Ltd$3.7B AUM0.00%$99,00010.0KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$272,08227.4KQ1 2026
Centiva Capital, LP$13.6B AUM0.00%$353,85635.6KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$989,00099.6KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$79,0638.0KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M116.9KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$81,3768.2KQ1 2026
Banque Cantonale Vaudoise$2.7B AUM0.00%$65,0006.6KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$14M1.39MQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M276.0KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$792,92976.7KQ1 2026
Evelyn Partners Investment Management (Europe) Ltd$291M AUM0.00%$6,5481.0KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M276.2KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$453,29545.6KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$87M8.78MQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$744,37774.9KQ1 2026
Composition Wealth, LLC$7.3B AUM0.00%$147,15015.0KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$28M2.86MQ1 2026
Quarry LP$558M AUM0.00%$13,1851.3KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$495,41849.9KQ1 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$268,11027.0KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$1M104.9KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$2M188.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$17M1.66MQ1 2026
DAGCO, INC.$461M AUM0.00%$7,944800Q1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$338,68734.1KQ1 2026
Headlands Technologies LLC$878M AUM0.00%$13,6492.1KQ2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$121,52312.2KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M111.8KQ1 2026
TSFG, LLC$659M AUM0.00%$10,0001.0KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$29,1452.9KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$153,20015.4KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$112,31811.3KQ1 2026
CHOREO, LLC$8.1B AUM0.00%$117,90911.9KQ1 2026
Independent Advisor Alliance$9.3B AUM0.00%$130,97713.2KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$9M872.4KQ1 2026
Signature Equity Partners, LLC$186M AUM0.00%$2,314233Q1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$718,39072.2KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$81M8.26MQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$346,80634.9KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M241.3KQ1 2026
Carolina Wealth Advisors, LLC$255M AUM0.00%$2,403245Q4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$896,11390.2KQ1 2026
ORG Partners LLC$568M AUM0.00%$5,885600Q4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$27,6002.0KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$108,07510.4KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$183,74518.5KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$34,9733.5KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$1M126.1KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$110,34311.2KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$109,79711.1KQ1 2026
Quintet Private Bank (Europe) S.A.$1.5B AUM0.00%$14,2682.2KQ2 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$13M987.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$120,10312.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$5M486.7KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M546.5KQ2 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$430,96243.4KQ1 2026
SCOTIA CAPITAL INC.$24.3B AUM0.00%$168,02119.0KQ3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$19,1512.0KQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$128,29612.9KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$627,44663.3KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$29,7903.0KQ1 2026
Marex Group Ltd$15.8B AUM0.00%$68,19910.4KQ2 2025OLDER
Employees Retirement System of Texas$11.4B AUM0.00%$71,0007.3KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$329,26933.2KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$524,87052.9KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$21,2302.1KQ1 2026
MCF Advisors LLC$2.3B AUM0.00%$11,9161.2KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$10,4201.0KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$20,8532.1KQ1 2026
BankPlus Trust Department$374M AUM0.00%$1,807182Q1 2026
Navalign, LLC$396M AUM0.00%$1,933197Q4 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$54655Q1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M191.4KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$89,3709.0KQ1 2026
Stone House Investment Management, LLC$558M AUM0.00%$2,483250Q1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$365,01237.2KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$650,23665.5KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$156,09015.7KQ1 2026
AXA S.A.$256M AUM0.00%$142,92521.9KQ2 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$803,20880.9KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$227,38725.4KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$168,46117.0KQ1 2026
Rathbones Group PLC$50.6B AUM0.00%$89,60010.0KQ3 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$327,00032.9KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$77,6957.9KQ4 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$981100Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M487.6KQ1 2026
Ancora Advisors LLC$4.7B AUM0.00%$13,2271.3KQ1 2026
Frazier Financial Advisors, LLC$181M AUM0.00%$50751Q1 2026
LPL Financial LLC$376.6B AUM0.00%$1M104.3KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$182,95018.4KQ1 2026
West Financial Advisors, LLC$659M AUM0.00%$1,490150Q1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$122,47812.5KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$218,66922.0KQ1 2026
McIlrath & Eck, LLC$1.3B AUM0.00%$2,979300Q1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$185,60218.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$139,63014.1KQ1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$3,865394Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$596,48560.1KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$211,66021.3KQ1 2026
Kilter Group LLC$232M AUM0.00%$33834Q1 2026
Allworth Financial LP$24.7B AUM0.00%$35,7483.6KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$429,29543.8KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$123,83712.5KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$11,1641.7KQ2 2025OLDER
FIL Ltd$128.7B AUM0.00%$166,69516.8KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$4,380441Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$401,15240.4KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$641,66664.6KQ1 2026
Oakworth Capital, Inc.$1.9B AUM0.00%$1,986200Q1 2026
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$84585Q1 2026
Hughes Financial Services, LLC$651M AUM0.00%$59660Q1 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$59660Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$362,54436.5KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,419445Q1 2026
CITIGROUP INC$234.5B AUM0.00%$139,17714.0KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,921326Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$25,8182.6KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$92393Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,490150Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$2,286233Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$65,2117.3KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$50,0705.3KQ1 2026
CWM, LLC$38.1B AUM0.00%$6,276632Q1 2026
MAI Capital Management$17.7B AUM0.00%$2,304232Q1 2026
BlackRock, Inc.$5.72T AUM0.00%$709,09571.4KQ1 2026
FMR LLC$1.90T AUM0.00%$134,40015.0KQ3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$6,246629Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$82483Q1 2026

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