SEC 13F Intelligence

FULTFULTON FINL CORP PA

CUSIP 360271100 · Yahoo Finance ↗ · Google Finance ↗

Fulton Finl Corp Pa (FULT) has 335 institutional holders in Filings Flow’s 13F database, together reporting 145.55M shares worth $2.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
335
Q1 2026
Reported Value
$2.8B
Ticker
FULT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 226Q4 ’18Q1 ’19: 222Q2 ’19: 212Q2 ’19Q3 ’19: 215Q2 ’21: 227Q2 ’21Q4 ’21: 240Q4 ’22: 253Q4 ’22Q4 ’25: 326Q1 ’26: 335Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $5.2BQ4 ’18Q1 ’19: $5.4BQ2 ’19: $5.1BQ2 ’19Q3 ’19: $6.6BQ2 ’21: $5.7BQ2 ’21Q4 ’21: $6.8BQ4 ’22: $517MQ4 ’22Q4 ’25: $2.7BQ1 ’26: $2.8BQ1 ’26Q2 ’26: $33Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Rhino Investment Partners, Inc$359M AUM4.76%$17M840.3KQ1 2026OLDER
Pier Capital, LLC$606M AUM1.79%$11M533.6KQ1 2026OLDER
Econ Financial Services Corp$215M AUM1.55%$3M164.0KQ1 2026OLDER
Enhancing Capital LLC$135M AUM1.45%$2M95.8KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.87%$29M1.18MQ2 2026
Kennondale Capital Management LLC$139M AUM0.84%$1M57.5KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.81%$24M1.19MQ1 2026OLDER
EAGLE WEALTH STRATEGIES LLC$262M AUM0.80%$2M86.6KQ2 2026
Legacy Advisors, LLC$848M AUM0.67%$6M281.1KQ1 2026OLDER
Dean Capital Management$241M AUM0.67%$2M79.0KQ1 2026OLDER
JMN Financial LLC$102M AUM0.56%$574,03528.2KQ1 2026OLDER
Bayview Asset Management, LLC$260M AUM0.37%$955,98047.0KQ1 2026OLDER
Stewardship Advisors, LLC$435M AUM0.35%$2M75.4KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.33%$671,36233.0KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.32%$2M112.7KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.29%$87M4.26MQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.26%$10M487.8KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.25%$366,91318.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.22%$5M235.4KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.18%$4M204.2KQ1 2026OLDER
Juno Financial Group LLC$255M AUM0.16%$416,22020.5KQ1 2026OLDER
Key FInancial Inc$562M AUM0.16%$911,90344.8KQ1 2026OLDER
Flagship Capital Management Inc.$136M AUM0.15%$207,28510.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.14%$840,00045.1KQ3 2025OLDER
Ruffer LLP$2.4B AUM0.14%$3M158.8KQ4 2025OLDER
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM0.13%$445,44621.9KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.12%$3M140.2KQ4 2025OLDER
DGS Capital Management, LLC$609M AUM0.12%$750,11936.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.12%$164M8.05MQ1 2026OLDER
Faithward Advisors, LLC$701M AUM0.11%$732,55437.9KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.10%$1M57.3KQ4 2025OLDER
Byrne Asset Management LLC$185M AUM0.10%$185,1819.6KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.10%$449,71223.3KQ4 2025OLDER
Bare Financial Services, Inc$378M AUM0.10%$372,33018.3KQ1 2026OLDER
RKL Wealth Management LLC$1.1B AUM0.09%$1M50.0KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.09%$3M149.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$1M59.6KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.08%$393,41619.3KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.08%$513,52425.2KQ1 2026OLDER
Meridian Wealth Partners, LLC$729M AUM0.08%$559,75827.5KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.08%$837,82541.2KQ1 2026OLDER
Strategic Family Wealth Counselors, L.L.C.$381M AUM0.07%$282,99113.9KQ1 2026OLDER
MASTER'S WEALTH MANAGEMENT INC.$295M AUM0.07%$204,31010.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.07%$247,17312.8KQ4 2025OLDER
Vest Financial, LLC$8.3B AUM0.07%$6M273.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.07%$3M171.9KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.06%$3M151.7KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.06%$508,99027.3KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.06%$204,37610.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.06%$382,94020.6KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.06%$2M99.9KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.06%$4M189.3KQ1 2026OLDER
Atwater Malick LLC$370M AUM0.06%$192,03810.3KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$104M5.12MQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.05%$647,07634.7KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$17M811.2KQ1 2026OLDER
Stillwater Capital Advisors, LLC$876M AUM0.05%$437,65621.5KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.05%$202,3029.9KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.05%$835,89341.1KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.05%$391,76121.7KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$227M11.18MQ1 2026OLDER
Paragon Capital Management Ltd$476M AUM0.05%$222,19410.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.04%$1M58.5KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M87.5KQ4 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.04%$6M329.0KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$514,80525.3KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.04%$53,5682.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M250.6KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.03%$66,3293.4KQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$504,01027.1KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.03%$194,73910.5KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M79.8KQ1 2026OLDER
CULLINAN ASSOCIATES INC$1.2B AUM0.03%$337,64416.6KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.03%$243,65312.0KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.03%$899,51644.2KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.03%$345,36318.5KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$6M311.2KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$338,97318.2KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M94.4KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M110.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$5M250.6KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.02%$28,4761.4KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.02%$487,93826.2KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.02%$61M2.98MQ1 2026OLDER
Ledyard National Bank$1.2B AUM0.02%$232,10011.4KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M73.6KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$4M226.5KQ4 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M56.8KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.02%$981,97548.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$156,7857.71MQ1 2026OLDER
VICUS CAPITAL$1.4B AUM0.02%$243,67312.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$493,10324.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$507,47026.3KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$4M201.2KQ1 2026OLDER
CrossGen Wealth, LLC$114M AUM0.02%$18,489909Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M105.8KQ4 2025OLDER
PFS Partners, LLC$218M AUM0.02%$34,8021.7KQ1 2026OLDER
Stonebridge Financial Group, LLC$1.3B AUM0.02%$208,3008.6KQ2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$11M545.9KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$621,34730.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$27M1.33MQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$27,7971.4KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$9M420.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$515,29926.7KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$28M1.36MQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$14M705.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$241M11.85MQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$387,70119.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M53.0KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$441,85518.3KQ2 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M141.2KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$391,07719.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$891,33943.8KQ1 2026OLDER
GARDNER RUSSO & QUINN LLC$8.5B AUM0.01%$995,64349.0KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$98,2224.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$570,72028.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$313,13415.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$9M453.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$7M344.4KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$915,02447.3KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$558,53627.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$13M642.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M350.4KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$100,6224.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M99.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.01%$7M335.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$974,18447.9KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$5M286.7KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$220,60810.8KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$18,6671.0KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$537M26.38MQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$537,01726.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$300,15714.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$15M739.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$255,93812.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$10M507.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M50.4KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$14M667.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M235.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$2M91.1KQ3 2025OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.01%$54,8572.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$250,87412.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$840,30741.3KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M54.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$50M2.45MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$211M10.38MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M101.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$37M1.84MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$393,80319.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$905,58944.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$310,51115.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$6M300.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$175,3628.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$27M1.34MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M51.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$24M1.17MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$231,69311.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$96M4.74MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$403M20.83MQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$506,63424.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M285.7KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.01%$2M130.1KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$39M1.94MQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$298,34114.7KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$18,631916Q1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$442,39521.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$963,01847.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$131,5945.4KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.00%$53,6292.2KQ2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$5M222.2KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$1M49.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M100.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M373.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M114.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$16M784.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$2M115.8KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$8,604423Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$165M8.13MQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M138.3KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$775,29938.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$8M402.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$894,23146.3KQ4 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$297,48915.4KQ4 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$21,8661.1KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$236,79811.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$21M1.05MQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$2M103.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$381,19218.7KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$712,85035.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$813,60040.0KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$266,65713.1KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$149,6017.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$227,04411.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$620,87930.5KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$28,7001.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M50.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$6M298.7KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$19,133932Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M160.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$24M1.20MQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$4,285211Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$465,85324.1KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$981,88348.3KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.00%$85,3794.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$258,90812.7KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$468,55523.0KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$347,08217.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$10M492.8KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$668,92332.9KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$504,12727.1KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$16M769.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$32M1.58MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M84.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$130,2846.7KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$224,06511.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M241.1KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$9,011443Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$521,98525.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$339,08418.2KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$34M1.78MQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$362,72619.5KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$473,51523.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$9M418.7KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$34,5991.7KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$21,5571.1KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$241,10212.9KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M86.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$488,48524.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$876,54242.7KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$974,45547.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M412.7KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$15,865780Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$19,404954Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$83,2524.1KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$265,67813.2KQ2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M90.3KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,95396Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M74.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$395,00319.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$930,63545.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$50,0372.5KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,939292Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M472.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$543,94026.7KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$123,6726.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$8,746430Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M80.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$290,13914.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$411,72322.1KQ3 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$244,12312.0KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$344,02218.5KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M214.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$20,4741.1KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M116.8KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M114.6KQ1 2026OLDER
Quarry LP$558M AUM0.00%$6,814335Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$26,0761.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$204,06710.6KQ4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$53,1082.6KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$233,58412.1KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$745,88036.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$14,321704Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$933,70745.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M161.2KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$1,11955Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M54.5KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$219,88510.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,519173Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$11,569621Q3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$374,03218.4KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$349,40117.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$204,29711.0KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$27,6621.4KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$329,32516.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M220.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M57.0KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$95647Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$557,88527.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M66.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$38,7121.9KQ2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$41,7512.2KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M139.6KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$20,1491.0KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$478,33623.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$49,5642.4KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$587,38128.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$42,2672.1KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$2,320120Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$602,00329.6KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.00%$106,3155.5KQ4 2025OLDER
Noble Wealth Management PBC$223M AUM0.00%$1,37957Q2 2026
Fortitude Family Office, LLC$448M AUM0.00%$2,726134Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M93.9KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$4,089201Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$296,67715.3KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$377,80018.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$10,007492Q1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$10,916586Q3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$770,88637.9KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$89544Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M385.3KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,09954Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$444,00821.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M55.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M199.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$240,03211.8KQ1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$63,2373.1KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$79339Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$8,668421Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$103,7345.1KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,02857Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$305,69015.0KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$658,46732.4KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$12,204600Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$203,76710.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$383,40118.8KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,336164Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$351,88217.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,64385Q2 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$443,92121.8KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$4,231208Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$2,075102Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M81.3KQ2 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,611480Q2 2026
Amundi$367.1B AUM0.00%$1M54.1KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$20,4621.0KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$2,034100Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$235,02911.6KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$224,94411.4KQ4 2025OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$52227Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$23,1531.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$11,681627Q3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$277,20414.8KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$675,59333.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M60.3KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$53,8202.6KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$2,419100Q2 2026
MAI Capital Management$17.7B AUM0.00%$29,5551.5KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,16057Q1 2026OLDER
Fairman Group, LLC$117M AUM0.00%$1839Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$75337Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,319114Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$91645Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$52826Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$25,8591.4KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$481,23123.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$5,451268Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$44,7482.2KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$48924Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$25,2761.3KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$279,43113.7KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.00%$6,724342Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$24412Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$73336Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$70,1123.4KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$26,8691.4KQ4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$73336Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$89444Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$61130Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$20410Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1839Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$13,054642Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$1,77087Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$32516Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,95396Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$22411Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$80,9134.0KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$36717Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$841,11141.4KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$7,994393Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,52675Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$23,6351.2KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$57028Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$49,9632.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$30915Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$613Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$8,136400Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$5,410266Q2 2026
Dunhill Financial, LLC$424M AUM0.00%$743Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,031149Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1839Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1025Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2,034100Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$20310Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$7,433399Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1,17961Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2,400118Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1246Q1 2026OLDER

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