SEC 13F Intelligence

AXIS CAP HLDGS LTD

CUSIP G0692U109

Axis Cap Hldgs Ltd has 460 institutional holders in Filings Flow’s 13F database, together reporting 70.59M shares worth $6.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Aqr Capital Management LLC, and Vanguard Portfolio Management LLC.

Institutional Holders
460
Q1 2026
Reported Value
$6.8B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 227Q4 ’18Q1 ’19: 239Q2 ’19: 242Q2 ’19Q3 ’19: 243Q2 ’21: 205Q2 ’21Q4 ’21: 216Q4 ’22: 263Q4 ’22Q4 ’25: 472Q1 ’26: 460Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $9.2BQ4 ’18Q1 ’19: $16.5BQ2 ’19: $12.7BQ2 ’19Q3 ’19: $14.4BQ2 ’21: $10.5BQ2 ’21Q4 ’21: $10.0BQ4 ’22: $2.4BQ4 ’22Q4 ’25: $7.2BQ1 ’26: $6.8BQ1 ’26Q2 ’26: $8Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Watchtower Advisors, LP$141M AUM6.70%$14M150.0KQ3 2025OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM6.42%$179M1.77MQ1 2026OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM4.34%$15M148.0KQ1 2026OLDER
Elevate Capital Advisors, LLC$155M AUM3.50%$5M53.3KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM2.95%$29M283.0KQ1 2026OLDER
Paradice Investment Management LLC$532M AUM2.46%$13M129.1KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM1.34%$18M173.7KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM1.17%$103M1.02MQ1 2026OLDER
VELA Investment Management, LLC$436M AUM1.12%$5M48.0KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM1.02%$83M815.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.98%$11M108.5KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.95%$118M1.16MQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.93%$132M1.30MQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.63%$25M249.7KQ1 2026OLDER
Sciencast Management LP$785M AUM0.61%$4M41.4KQ4 2025OLDER
Dockside LLC$397M AUM0.60%$2M23.5KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.56%$3M26.5KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.56%$10M96.9KQ1 2026OLDER
R Squared Ltd$182M AUM0.53%$971,3059.6KQ1 2026OLDER
CROBAN$213M AUM0.52%$1M10.9KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.50%$3M28.3KQ3 2025OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.41%$6M58.4KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.40%$1M11.5KQ3 2025OLDER
Quantum Portfolio Management LLC$230M AUM0.39%$893,5248.8KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.37%$2M15.0KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.37%$1M14.5KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.36%$11M113.2KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.35%$5M44.8KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.35%$8M80.6KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.34%$3M31.6KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.33%$2M22.7KQ3 2025OLDER
HENNESSY ADVISORS INC$2.8B AUM0.32%$9M87.1KQ1 2026OLDER
Milestones Private Investment Advisors LLC$114M AUM0.30%$344,7943.4KQ1 2026OLDER
POINCIANA ADVISORS GROUP, LLC$127M AUM0.29%$370,9583.7KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.27%$46M450.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.27%$684,6936.6KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.27%$935,2619.8KQ3 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.27%$1M11.7KQ4 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.26%$5M47.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.25%$5M53.9KQ1 2026OLDER
Numerai GP LLC$997M AUM0.25%$2M24.2KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.25%$325,8523.3KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.24%$909,9529.0KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.24%$6M56.1KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.23%$9M88.3KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.23%$8M75.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.23%$498M4.93MQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.23%$2M19.8KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.22%$1M10.5KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.22%$126M1.24MQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.21%$8M79.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.21%$309,9093.1KQ1 2026OLDER
Storgate, LLC$127M AUM0.20%$253,8292.5KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.19%$6M55.2KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.18%$318,9343.1KQ1 2026OLDER
Spectrum Asset Management, Inc. (NB/CA)$315M AUM0.18%$499,3905.2KQ3 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.18%$1M11.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.17%$987,6669.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.16%$4M39.7KQ1 2026OLDER
INNEALTA CAPITAL, LLC$161M AUM0.16%$301,5652.8KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.16%$138M1.44MQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.16%$827,4048.2KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.16%$3M27.6KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.16%$9M85.0KQ1 2026OLDER
Permanent Capital Management, LP$643M AUM0.16%$1M10.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.16%$42M413.1KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.15%$46M448.8KQ1 2026OLDER
MGB Wealth Management, LLC$350M AUM0.15%$540,4975.6KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.15%$37M365.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.15%$116M1.09MQ4 2025OLDER
Swedbank AB$95.1B AUM0.15%$138M1.36MQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.14%$1M14.7KQ1 2026OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.14%$265,1552.5KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.13%$452,2894.5KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.13%$11M103.8KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.13%$125M1.23MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.13%$529,1324.9KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.13%$5M46.4KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.12%$27M265.2KQ1 2026OLDER
STEPH & CO$351M AUM0.12%$392,5884.1KQ3 2025OLDER
Woodline Partners LP$26.4B AUM0.12%$32M312.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.12%$105M1.04MQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.12%$592,5395.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.12%$16M162.6KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.11%$1M9.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.11%$221M2.18MQ1 2026OLDER
waypoint wealth counsel$193M AUM0.11%$218,9452.2KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.10%$5M47.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.10%$14M133.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.10%$329,5833.3KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.10%$304,2303.0KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.09%$592,3662.0KQ4 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.09%$212,7582.1KQ2 2026
Point72 Asset Management, L.P.$78.1B AUM0.09%$69M680.8KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.08%$698,2276.5KQ4 2025OLDER
Requisite Capital Management, LLC$537M AUM0.08%$495,6365.2KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.08%$174M1.71MQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.08%$2M17.6KQ1 2026OLDER
Fi3 FINANCIAL ADVISORS, LLC$346M AUM0.08%$284,5712.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.08%$27M261.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.08%$373M3.68MQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.08%$2M19.8KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.08%$3M31.2KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.08%$6M58.8KQ1 2026OLDER
Family Manage LLC$834M AUM0.08%$627,7286.2KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.07%$109M1.07MQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.07%$11M102.4KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.07%$2M24.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.07%$9M84.3KQ1 2026OLDER
Connecticut Wealth Management, LLC$2.4B AUM0.07%$2M16.1KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.07%$1M9.6KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.07%$284,4552.8KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.07%$2M17.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.06%$44M438.4KQ1 2026OLDER
111 Capital$406M AUM0.06%$250,5842.5KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.06%$2M20.3KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.06%$21M197.8KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.06%$51M506.8KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.06%$376,7813.9KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.06%$202,9361.9KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.06%$38M370.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.06%$77M763.0KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.05%$366,7863.8KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.05%$32M318.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$99M979.9KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.05%$657,8466.5KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.05%$433,8484.3KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$324,5123.2KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$310,3153.1KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.05%$11M112.2KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$533,7215.3KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.05%$696,0856.5KQ4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.05%$5M123.1KQ2 2026
Bruce G. Allen Investments, LLC$153M AUM0.05%$74,841738Q1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.05%$178,5831.8KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.05%$2M24.5KQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.05%$454,5204.5KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.05%$2M17.2KQ4 2025OLDER
State of Wyoming$844M AUM0.05%$402,4964.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.05%$44M432.6KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.05%$4M36.0KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.04%$938,7539.3KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.04%$360,1445.5KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.04%$4M39.2KQ4 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.04%$15M149.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.04%$23M227.0KQ1 2026OLDER
Paragon Capital Management Ltd$476M AUM0.04%$208,0761.9KQ4 2025OLDER
Frec Markets, Inc.$587M AUM0.04%$233,6492.3KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.04%$860,3059.0KQ3 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.04%$48M479.7KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.04%$4M35.0KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.04%$16M154.9KQ1 2026OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM0.04%$229,9232.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.04%$5M45.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.04%$132M1.31MQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.04%$10M101.5KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$350,5743.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.04%$8M83.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.04%$15M150.7KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$69,551726Q3 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.03%$2M19.3KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M73.6KQ3 2025OLDER
Inscription Capital, LLC$951M AUM0.03%$317,2103.1KQ1 2026OLDER
Abacus Planning Group, Inc.$743M AUM0.03%$241,7032.5KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$2M17.3KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$7M71.5KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.03%$19M183.2KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.03%$996,6549.9KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.03%$36,913364Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.03%$110,4361.1KQ1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.03%$6M66.3KQ3 2025OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M12.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$29M288.1KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.03%$879,2258.7KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M11.7KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.03%$507,3545.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M33.0KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$313,6613.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$44M435.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$423,7154.4KQ3 2025OLDER
SYM FINANCIAL Corp$1.0B AUM0.03%$276,3422.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.03%$525,1015.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$8M83.1KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.03%$439,2074.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.03%$16M161.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.03%$10M101.1KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.03%$294,4932.7KQ2 2026
FIL Ltd$128.7B AUM0.03%$34M332.8KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.03%$290,4382.9KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$284,1512.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.02%$864,8838.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$306,5603.2KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M18.2KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$292,5702.7KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$6M54.4KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.02%$329,6843.3KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$28M276.5KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$1M10.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$4M35.2KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$13M132.2KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.02%$3M29.7KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$316,8163.1KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$421,0544.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$398M3.92MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$23M224.2KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$664,5156.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$9M89.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.02%$5M51.0KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.02%$68,148672Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.02%$523,3775.2KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$567,5775.3KQ4 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.02%$335,3633.3KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$297,9432.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$13M131.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M10.5KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$2M15.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$59M586.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$158,1291.56MQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.02%$921,4938.6KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.02%$2M23.6KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M12.1KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.02%$457,5964.3KQ4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.02%$3M30.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$41M406.9KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.02%$51M498.2KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$6M65.5KQ3 2025OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$200,3862.0KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.02%$4M34.7KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.02%$277,3562.7KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$9M90.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$15M147.2KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$1M12.8KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.02%$22,095217.9KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.02%$42,535444Q3 2025OLDER
Diversified Trust Co$5.4B AUM0.02%$810,1648.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$7M78.7KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M21.8KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.01%$304,2303.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$13M124.1KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$608,2566.3KQ3 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.01%$202,5162.0KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$1M13.5KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$922,6289.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$41M387.1KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$272,4632.8KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$434,9474.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M69.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$8M74.9KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.01%$363,3523.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$490,9264.8KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$21M203.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M21.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M29.7KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$81M800.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$48M474.8KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$5M45.5KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.01%$257,1762.5KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$16,428162Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$827M7.72MQ4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.01%$4M32.9KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$8M81.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M29.1KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$378,9923.5KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$593,4515.9KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$15,212150Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$13M135.4KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.01%$1M14.0KQ3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$6M64.0KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$440,5254.3KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.01%$1M12.4KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.01%$576,2685.7KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$207,4251.9KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M92.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$266,2362.5KQ2 2026
Parkside Financial Bank & Trust$1.3B AUM0.01%$128,7921.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$999,9039.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$9M89.8KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$3M24.9KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$619,4006.1KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.01%$53,545500Q4 2025OLDER
Jain Global LLC$24.2B AUM0.01%$2M22.9KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$220,2632.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$13,699143Q3 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$286,2402.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$43M423.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$143M1.41MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$15M152.4KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.01%$303,0143.0KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$391,4433.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$48M468.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$54M530.7KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M21.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$64M634.5KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$692,4276.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$337M3.32MQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$34M332.8KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$13,987146Q3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$9M90.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$88,368871Q1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$363,8593.6KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$447,1854.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$5M51.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M32.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$60M596.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M37.0KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$738,3317.7KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M19.6KQ4 2025OLDER
Quent Capital, LLC$1.4B AUM0.01%$90,006888Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$360M3.55MQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$4M39.7KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$249,2662.5KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$346,6933.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M43.8KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$257,7822.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M69.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$7M70.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$407,7254.3KQ3 2025OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$223,2212.1KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$569,6205.6KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$217,7132.0KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M19.2KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$549,2135.4KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$243,4852.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$161M1.58MQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$2M20.6KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.01%$329,6843.3KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$683,6056.7KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$933,1759.2KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$1M10.0KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.00%$267,4042.5KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M38.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$91M894.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$309,6053.1KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$364,1063.4KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$262,5852.5KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$215,6172.1KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.00%$221,6822.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$4M38.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$924,2519.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5M48.9KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$36,407359Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$587,7725.8KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$406,5534.0KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M31.7KQ3 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$1M11.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$68M637.6KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$339,3683.2KQ4 2025OLDER
Activest Wealth Management$569M AUM0.00%$22,513222Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$600,5505.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$25M251.2KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M33.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$25M245.8KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.00%$47,472471Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$81,331802Q1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.00%$268,8382.7KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$22,919226Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$22,412221Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$48M473.3KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$250,2802.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$7M65.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$26M253.0KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$53,139524Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$421,3594.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$6M62.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M18.3KQ4 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$27,381270Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$744,7277.3KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$77,570806Q3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$95,833945Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$4M41.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$763,5697.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$788,7677.8KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$206,5771.9KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$5M49.3KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM0.00%$396,0063.9KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$308,8953.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$10M97.3KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$202,5162.0KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$24,237239Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$207,3112.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$520,0645.1KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$334,8563.3KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.00%$201,3991.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$119,5621.2KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$861,9858.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$32,349319Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$497,9234.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$14,671137Q4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$419,9834.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M10.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$9M92.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$21,499212Q1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$10,851107Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$6,08560Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M48.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$400,1643.9KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$222,5952.2KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$3,34733Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$2,79326Q2 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$381,5623.6KQ4 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$18,202190Q3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$3M29.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$139,2351.4KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$5,91055Q2 2026
Fortitude Family Office, LLC$448M AUM0.00%$7,91078Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$34,074336Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$204,3972.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$15M151.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$434,5424.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$10M91.1KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$907,3158.9KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$453,9114.5KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$8,35378Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$10,04099Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$564,6745.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$6M56.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M17.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M65.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$270,7652.7KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$410,2724.0KQ2 2026
LRI Investments, LLC$1.1B AUM0.00%$16,226160Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$9,93998Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$144,7411.4KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$1M11.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$327,8593.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M12.2KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2,84028Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$65,717648Q2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M49.9KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$3,96237Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$4,97049Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$635,5366.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M10.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$17M166.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$33,567331Q1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,93418Q2 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$59,756558Q4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$426,7334.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$6,38963Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4,46344Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$564,3125.6KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$3,85438Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$11,289110Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$6,79567Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$42,518419Q1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$3,11929Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$32,046316Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$229,4282.4KQ3 2025OLDER
Elyxium Wealth, LLC$312M AUM0.00%$3,10629Q4 2025OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$7,92574Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$3,89639Q1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$5,56555Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$211,8452.1KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$3,53433Q2 2026
Signature Equity Partners, LLC$186M AUM0.00%$1,31813Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$42,918448Q3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$219,9622.1KQ4 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$777,6117.7KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$1,22212Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$18,339182Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$485,6484.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M35.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$123,4161.2KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$11,169110Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$54,086533Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$421,6294.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$776,8017.7KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$16,926158Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$868,6788.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$319,7453.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$273,8072.7KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$49,589489Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$695,8756.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6,59265Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,87038Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M11.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$7297Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$3884Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,79426Q2 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$7,52070Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$193,6931.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$84,351788Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$22,332220Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,31813Q1 2026OLDER
Amundi$367.1B AUM0.00%$1M11.6KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$1,82017Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M15.4KQ2 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$22,437227Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$264,4902.6KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$19,471192Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$96,340950Q1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$375,2173.7KQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$4,60543Q4 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$6086Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$2,13021Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$365,3403.6KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$8639Q3 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5075Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$532,7065.3KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$116,7281.1KQ4 2025OLDER

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