SEC 13F Intelligence

FTSFORTIS INC

CUSIP 349553107 · Yahoo Finance ↗ · Google Finance ↗

Fortis Inc (FTS) has 342 institutional holders in Filings Flow’s 13F database, together reporting 257.43M shares worth $14.0B as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Bank Of Montreal /Can/, and Vanguard Group Inc.

Institutional Holders
342
Q1 2026
Reported Value
$14.0B
Ticker
FTS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 228Q4 ’18Q1 ’19: 224Q2 ’19: 228Q2 ’19Q3 ’19: 236Q2 ’21: 246Q2 ’21Q4 ’21: 243Q4 ’22: 254Q4 ’22Q4 ’25: 307Q1 ’26: 342Q1 ’26Q2 ’26: 21filingsflow.com
Total reported value
Q4 ’18: $5.3BQ4 ’18Q1 ’19: $5.6BQ2 ’19: $6.3BQ2 ’19Q3 ’19: $8.8BQ2 ’21: $16.6BQ2 ’21Q4 ’21: $28.9BQ4 ’22: $4.6BQ4 ’22Q4 ’25: $13.1BQ1 ’26: $14.0BQ1 ’26Q2 ’26: $109Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Coleford Investment Management Ltd.$408M AUM4.25%$17M311.4KQ1 2026OLDER
Heronetta Management, L.P.$110M AUM3.55%$6M86.0KQ4 2025OLDER
CALEDONIA INVESTMENTS PLC$883M AUM2.66%$23M410.0KQ2 2026
CIDEL ASSET MANAGEMENT INC$2.1B AUM2.50%$52M906.8KQ2 2026
DAVIS-REA LTD.$384M AUM2.32%$9M160.3KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM2.15%$14M256.3KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM2.15%$523M9.39MQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM1.92%$22M399.9KQ1 2026OLDER
Tacita Capital Inc$169M AUM1.83%$3M55.5KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM1.65%$61M1.09MQ1 2026OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM1.64%$4M65.5KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM1.53%$516M9.31MQ1 2026OLDER
Guardian Partners Inc.$1.2B AUM1.43%$17M307.7KQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM1.41%$5M81.4KQ1 2026OLDER
MUFG SECURITIES (CANADA), LTD.$3.5B AUM1.21%$42M752.5KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM1.10%$41M744.9KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.88%$1M18.7KQ1 2026OLDER
FIL Ltd$128.7B AUM0.84%$1.1B19.39MQ1 2026OLDER
Concorde Asset Management, LLC$204M AUM0.79%$2M29.0KQ2 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.79%$76M981.9KQ1 2026OLDER
PCJ Investment Counsel Ltd.$352M AUM0.79%$3M49.7KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.71%$437M7.84MQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.70%$35M621.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.62%$270M4.84MQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM0.61%$11M161.9KQ3 2025OLDER
Richard C. Young & CO., LTD.$1.2B AUM0.61%$7M131.3KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.61%$747M13.43MQ1 2026OLDER
JMN Financial LLC$102M AUM0.52%$529,6149.5KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.52%$1.4B24.79MQ1 2026OLDER
KEYVANTAGE WEALTH, LLC$227M AUM0.51%$1M20.9KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.50%$21M384.7KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.48%$4M68.5KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.46%$3M50.5KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.45%$256M4.59MQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM0.42%$6M98.8KQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$272M AUM0.39%$1M18.8KQ2 2026
1832 Asset Management L.P.$108.8B AUM0.39%$422M7.56MQ1 2026OLDER
Addenda Capital Inc.$3.7B AUM0.38%$14M169.9KQ2 2026
CIBC Asset Management Inc$40.9B AUM0.36%$147M2.64MQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.34%$2.0B35.24MQ1 2026OLDER
Ninepoint Partners LP$904M AUM0.34%$3M59.0KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.34%$378M6.78MQ1 2026OLDER
Addison Capital Co$562M AUM0.33%$2M32.8KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.30%$253M4.54MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.30%$2M32.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.28%$77M1.39MQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.26%$20M387.0KQ3 2025OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.25%$536,77110.2KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.25%$4M78.5KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.23%$6M100.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.23%$19M343.1KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.23%$158M2.83MQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.22%$712,03312.8KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.21%$14M257.2KQ1 2026OLDER
BCV Asset Management Inc.$2.9B AUM0.21%$6M110.1KQ1 2026OLDER
Murchinson Ltd.$791M AUM0.20%$2M29.0KQ1 2026OLDER
VERUS WEALTH MANAGEMENT, LLC$108M AUM0.20%$217,8274.3KQ3 2025OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM0.20%$1M19.1KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.19%$5M98.4KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.19%$5M94.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.19%$220M3.95MQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.18%$528,1569.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.16%$4M71.5KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.16%$606,5008.8KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.15%$45M800.6KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.15%$5M95.9KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.14%$24M430.2KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.13%$44M790.4KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.12%$74M1.34MQ1 2026OLDER
SIG North Trading, ULC$5.0B AUM0.12%$6M108.3KQ1 2026OLDER
Woodbridge CO LTD$27.8B AUM0.12%$34M601.8KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.12%$10M128.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.11%$140M2.51MQ1 2026OLDER
111 Capital$406M AUM0.11%$448,8578.0KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.11%$17M300.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.11%$198M3.56MQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.11%$156,5472.8KQ1 2026OLDER
JCIC Asset Management Inc.$326M AUM0.10%$339,0816.1KQ1 2026OLDER
Energy Income Partners, LLC$6.2B AUM0.10%$5M105.7KQ3 2025OLDER
Sciencast Management LP$785M AUM0.09%$679,47913.1KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.09%$145M2.60MQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.09%$5M95.6KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.08%$18M327.9KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.08%$3M51.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.08%$27M490.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.08%$336M6.04MQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.08%$9M163.5KQ2 2026
Cumberland Partners Ltd$1.3B AUM0.08%$1M18.1KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.07%$213,1743.8KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.07%$82M1.48MQ1 2026OLDER
Lorne Steinberg Wealth Management Inc.$422M AUM0.07%$300,8825.8KQ4 2025OLDER
PCM Encore, LLC$486M AUM0.07%$329,4965.9KQ1 2026OLDER
Ignite Planners, LLC$648M AUM0.07%$435,0517.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.07%$1M20.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.06%$248M4.45MQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.06%$9M165.3KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.06%$351,0896.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.06%$3M58.1KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.06%$627,11511.0KQ2 2026
Swiss National Bank$173.8B AUM0.05%$95M1.70MQ1 2026OLDER
Weaver Capital Management LLC$461M AUM0.05%$243,6914.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.05%$16M281.3KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.05%$4M72.3KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.05%$316,9955.7KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.05%$105,8761.9KQ2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.05%$52M935.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.04%$1M22.3KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$28M507.5KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.04%$2M33.9KQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.04%$7M119.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$6M98.8KQ1 2026OLDER
Sienna Gestion$1.5B AUM0.04%$564,31712.2KQ3 2025OLDER
Cardinal Point Capital Management ULC$1.8B AUM0.04%$692,71212.1KQ2 2026
APG Asset Management N.V.$31.6B AUM0.04%$12M252.5KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.04%$647,16411.6KQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM0.04%$1M24.6KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.03%$6M115.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$46M831.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.03%$2M37.8KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.03%$632,16311.0KQ2 2026
Utah Retirement Systems$9.8B AUM0.03%$3M55.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$19M333.2KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$19M343.1KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$254,7665.0KQ3 2025OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM0.03%$217,2153.9KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.03%$196,7592.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$400M6.83MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.02%$11M198.9KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$468,5248.4KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$572,55111.3KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$203M3.63MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$10M177.4KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$12M222.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.02%$4M80.5KQ1 2026OLDER
Fullerton Fund Management Co Ltd.$1.2B AUM0.02%$272,5014.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$846M15.17MQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.02%$1M19.8KQ1 2026OLDER
Cardinal Capital Management, Inc.$3.7B AUM0.02%$725,27013.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.02%$59M1.05MQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.02%$64,804835Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.3B24.13MQ4 2025OLDER
Metis Global Partners, LLC$4.1B AUM0.02%$739,18213.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$16M291.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$10M175.4KQ1 2026OLDER
Clarity Asset Management, Inc.$198M AUM0.02%$30,086539Q1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$271,5864.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$11M202.7KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$5M82.7KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$657,15011.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$4M67.9KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M29.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$85M1.53MQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$287,5995.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$52M926.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M205.7KQ1 2026OLDER
Ninety One UK Ltd$44.7B AUM0.01%$5M93.5KQ1 2026OLDER
Amundi$367.1B AUM0.01%$43M773.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$2M37.3KQ3 2025OLDER
Korea Investment CORP$48.3B AUM0.01%$5M98.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$423,7257.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$184M3.55MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M62.4KQ3 2025OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.01%$10M182.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$67M1.20MQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM0.01%$4M71.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$18M322.8KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$313,9895.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$14M252.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M24.2KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M80.9KQ3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$137M2.44MQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$119M2.13MQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$11,494206.1KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$383,6577.4KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$15M299.8KQ3 2025OLDER
UBS Group AG$666.3B AUM0.01%$55M991.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$40M710.7KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM0.01%$15,222300Q3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$132,8782.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M94.6KQ3 2025OLDER
Community Financial Services Group, LLC$686M AUM0.01%$54,837968Q2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$259,8754.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$18M329.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$249,9914.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$356,9456.4KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M18.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$901,81716.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$659,30213.0KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M41.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$302,8285.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$742,92713.4KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.01%$73,3311.4KQ4 2025OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM0.01%$439,3397.9KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$1M25.8KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.01%$252,4074.5KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$395,4057.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$28M502.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$380,5446.8KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M19.7KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M23.2KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$1M27.5KQ3 2025OLDER
WealthCollab, LLC$243M AUM0.01%$14,506260Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.01%$51,641925Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$35M621.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$10M187.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$20M354.7KQ1 2026OLDER
Canoe Financial LP$7.3B AUM0.01%$385,8766.9KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$783,86110.1KQ1 2026OLDER
Dixon Mitchell Investment Counsel Inc.$2.9B AUM0.01%$146,8172.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$28M496.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$8M149.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$1M18.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$3M57.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$16,737300Q1 2026OLDER
Bernard Wealth Management Corp.$234M AUM0.00%$10,880195Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$6M107.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$152,0282.7KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$4M69.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$226,7454.0KQ2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$10M172.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$58,4671.0KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$16,681299Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$17,741318Q1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$306,0845.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$826,30614.8KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.00%$908,58011.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$445,8748.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$290,1615.2KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.00%$11,134200Q1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.00%$676,01813.3KQ3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$12,248214Q2 2026
NFSG Corp$608M AUM0.00%$22,316400Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$99,8271.8KQ1 2026OLDER
Pure Financial Advisors, LLC$7.0B AUM0.00%$253,3984.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$100,0661.8KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$487,5818.7KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.00%$2M27.3KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$319,9225.7KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$29,011520Q1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$33,307597Q1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$5,50399Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$321,9246.2KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$23M417.6KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$19,599345Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M34.2KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$602,68911.9KQ3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$10,767193Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$157,7032.8KQ2 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$2M27.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M41.7KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$80,1701.4KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$344,8946.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$625,52211.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$219,7523.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M46.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$774,53313.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$8M151.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M94.4KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$15,582300Q4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M22.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$4M73.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$398,9547.9KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$706,58012.7KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.00%$4,29677Q1 2026OLDER
Grey Fox Wealth Advisors, LLC$637M AUM0.00%$8,626170Q3 2025OLDER
Candriam S.C.A.$20.1B AUM0.00%$352,6066.8KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$509,8659.1KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$6,421115Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M217.0KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$246,1164.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M31.6KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$85M1.52MQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$530,7609.5KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$284,9845.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M21.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M23.1KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$209,6593.8KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$375,5226.7KQ1 2026OLDER
Cache Advisors, LLC$1.2B AUM0.00%$11,409147Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M48.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$14,226255Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$9,478165Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1M18.5KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$12,877225Q2 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$943,50616.5KQ2 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$806,15014.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M72.6KQ1 2026OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$5,07791Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$737,32013.2KQ1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.00%$82,7501.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$679,77812.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M92.4KQ2 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$901,14616.2KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$1,67430Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$168,5423.0KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$642,64511.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$23,808416Q2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$656,76011.8KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$303,6655.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$773,68113.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M47.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M49.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$555,37510.0KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.00%$24,990448Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$89316Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$77,4851.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$399,6867.2KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,06955Q1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$2,12038Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$7,755139Q1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$2,23343Q4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$370,6696.6KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$322,3926.2KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$695,58512.5KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$35,427635Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$4,68784Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M87.7KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$5,668102Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$17,466305Q2 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$578,51810.4KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$4,84095Q3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$6,528117Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$242,1574.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$118,2602.3KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$257,9174.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$77,6601.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6,527117Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M38.1KQ1 2026OLDER
Walsh & Associates, LLC$101M AUM0.00%$3917Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$24,994448Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$256,6865.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M22.0KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$583,68210.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$710,98812.7KQ1 2026OLDER
Capital World Investors$732.9B AUM0.00%$2M41.7KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$14,394258Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$20,531368Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$265,2264.8KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$268,3554.8KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$5,194100Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$71,5661.3KQ2 2026
Allworth Financial LP$24.7B AUM0.00%$60,3641.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$4M78.2KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$9,540171Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$2,79050Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$4M68.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$16,135318Q3 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$5,66699Q2 2026
Stone House Investment Management, LLC$558M AUM0.00%$78114Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$55810Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,68684Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,017158Q3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$55810Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$174,1443.1KQ1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$5,350103Q4 2025OLDER
Kilter Group LLC$232M AUM0.00%$2244Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$77,7301.5KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$16,458295Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$3,90570Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$78214Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$14,115253Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$5,34894Q1 2026OLDER
Trust Co$1.1B AUM0.00%$72513Q1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.00%$2,96057Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,33924Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2,06437Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$21,144379Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,59950Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$18,854363Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,22722Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$113,3652.0KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$1,26925Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$9,652173Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$3917Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$1,39525Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$5,074100Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$511Q3 2025OLDER

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