SEC 13F Intelligence

FW2NBANNER CORP

CUSIP 06652V208 · Yahoo Finance ↗ · Google Finance ↗

Banner Corp (FW2N) has 267 institutional holders in Filings Flow’s 13F database, together reporting 31.44M shares worth $1.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
267
Q1 2026
Reported Value
$1.9B
Ticker
FW2N
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 181Q4 ’18Q1 ’19: 187Q2 ’19: 166Q2 ’19Q3 ’19: 168Q2 ’21: 171Q2 ’21Q4 ’21: 187Q4 ’22: 231Q4 ’22Q4 ’25: 246Q1 ’26: 267Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $2.5BQ4 ’18Q1 ’19: $3.1BQ2 ’19: $3.2BQ2 ’19Q3 ’19: $3.6BQ2 ’21: $6.2BQ2 ’21Q4 ’21: $7.7BQ4 ’22: $665MQ4 ’22Q4 ’25: $1.9BQ1 ’26: $1.9BQ1 ’26Q2 ’26: $12Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stieven Capital Advisors, L.P.$468M AUM1.95%$9M150.4KQ1 2026OLDER
Rosenthal | Henry Capital Advisors, Inc.$102M AUM1.83%$2M30.9KQ1 2026OLDER
Bayview Asset Management, LLC$260M AUM1.40%$4M60.0KQ1 2026OLDER
Petiole USA ltd$143M AUM1.32%$2M31.1KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM1.17%$25M408.9KQ1 2026OLDER
Siena Capital Partners GP, LLC$385M AUM0.96%$4M61.0KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.85%$5M88.7KQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM0.81%$1M22.6KQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.71%$11M188.5KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.70%$2M28.3KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.58%$71M1.14MQ4 2025OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.54%$29M475.4KQ1 2026OLDER
Roehl & Yi Investment Advisors, LLC$230M AUM0.50%$1M17.4KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.43%$5M79.4KQ1 2026OLDER
MQS Management LLC$148M AUM0.43%$633,19610.4KQ1 2026OLDER
North Reef Capital Management LP$2.9B AUM0.41%$12M195.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.33%$16M271.0KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.20%$6M100.0KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.19%$5M85.1KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.19%$5M80.4KQ4 2025OLDER
Financial Planning Hawaii, Inc.$170M AUM0.17%$286,0464.7KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.14%$4M61.0KQ1 2026OLDER
Numerai GP LLC$997M AUM0.13%$1M16.9KQ4 2025OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.12%$441,8117.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.11%$3M42.6KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.10%$1M19.6KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.09%$315,1725.2KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.08%$424,2757.0KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.08%$25M414.0KQ1 2026OLDER
Gould Capital, LLC$165M AUM0.07%$117,2941.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M23.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.06%$3M54.8KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.06%$1M21.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.06%$9M146.8KQ2 2026
Headlands Technologies LLC$878M AUM0.06%$489,8098.1KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.05%$2M35.6KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.05%$14M224.9KQ1 2026OLDER
KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM0.05%$286,6524.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.05%$2M24.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.05%$55M905.5KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$727,98110.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$684,77411.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M87.5KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.04%$1M22.2KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$4M72.3KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.03%$19M315.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$47M782.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$132M2.18MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$220,6323.6KQ1 2026OLDER
Financial Life Planners$130M AUM0.02%$30,122496Q1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$7M122.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$234,9533.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$40M665.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$25M412.3KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.02%$873,79214.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$18M296.5KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.02%$46,727770Q1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.02%$485,4408.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M22.5KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$867,72414.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$916,26815.1KQ1 2026OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM0.01%$364,0806.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$33M545.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M17.4KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$729,31910.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$44M719.5KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$62M1.02MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$74M1.22MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M76.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M24.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$383,6046.1KQ4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$392,6816.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$521,7278.6KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$1M20.6KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$1M20.6KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$5M81.3KQ1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.01%$225,0753.6KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.01%$719,57112.0KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$212,6833.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$137M2.27MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M29.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$48M795.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M216.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$12M190.6KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.01%$20M331.9KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$2M27.6KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$549,0939.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M98.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$21M343.9KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$470,6957.8KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$27,428452Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M19.9KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$301,7015.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$231,0693.8KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$308,7674.7KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M103.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$431,9817.1KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$552,8129.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$172,8172.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$303M5.00MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M96.9KQ1 2026OLDER
Badgley Phelps Wealth Managers, LLC$5.0B AUM0.00%$248,7284.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$572,4559.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$488,4138.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M65.6KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$8,616142Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$47,438714Q2 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M51.8KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$455,4037.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M35.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$113M1.87MQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,320236Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$27M445.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$240M3.84MQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$13M219.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$18M304.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$32,464535Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$568,1479.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$52M862.3KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$34,866566Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M69.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$536,6548.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M51.3KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$236,7733.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$93,0831.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M40.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$511,6548.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M34.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$649,76610.4KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$308,6185.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M87.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M67.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$93M1.52MQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M26.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$14M222.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M33.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$512,4968.2KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M31.3KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$11,772194Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M26.4KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$294,4194.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$34,041561Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$47,571716Q2 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$449,0327.4KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$667,48011.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M18.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$15M243.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$11M176.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$474,3367.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$901,88714.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M28.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$497,3338.2KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,99330Q2 2026
MORGAN STANLEY$1.67T AUM0.00%$23M369.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$259,2494.0KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$75,0221.2KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$314,9305.2KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$238,0273.6KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$958,50115.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$67,7191.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$551,5219.1KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,79479Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$570,1499.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M96.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$6,553108Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$623,37310.3KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$315,5365.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$36,589603Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$5M77.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$563,7789.3KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$284,2244.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M30.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$250,0024.1KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$2,42840Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$568,5489.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$713,53611.8KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$377,6726.2KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M28.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$417,8426.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M60.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$16M259.9KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$467,6007.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M30.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$10M171.4KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$15,837261Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$416,0186.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$3M47.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M34.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$18,565309Q1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.00%$6,675110Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M33.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$163,8362.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M55.4KQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M18.9KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$2,19335Q4 2025OLDER
MASECO LLP$3.2B AUM0.00%$13,445215Q4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$7,767128Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$209,6603.3KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$60710Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,64393Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$333,6145.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$345,4805.7KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$1M23.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$283,6624.5KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$453,5837.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$318,3275.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$914,79515.1KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$66711Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$16,610250Q2 2026
CWM, LLC$38.1B AUM0.00%$160,9842.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M28.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M52.0KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$103,5811.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$13,289219Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$317,0665.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$462,4427.6KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$70412Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$309,0435.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,00233Q1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$5469Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$4,18869Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$650,12610.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M19.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,35938.9KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,15319Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,50723Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$958,88515.8KQ1 2026OLDER
Amundi$367.1B AUM0.00%$895,58914.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$126,2142.1KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$12,136200Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,11417Q3 2025OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$1,55126Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$412,8226.9KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,82030Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M28.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M48.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M17.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$248,7884.1KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,36739Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$2,16233Q3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,03217Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$187,7443.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$84,8301.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$31,493519Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1222Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,918114Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$3,03450Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$2,54942Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$73,9691.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$13,653225Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,33522Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,859128Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$3045Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$2424Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,82030Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$10,026160Q4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$21,238350Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1212Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$11,590191Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1212Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$661Q3 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$3656Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$11,968191Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$7,009107Q3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,15319Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,09218Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$611Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$661Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$66410Q2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,24537Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$431Q4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,21420Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$3,88464Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$3285Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$5018Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$3646Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,83428Q3 2025OLDER

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