BROOKFIELD RENEWABLE ENERGY
CUSIP G16258108
Brookfield Renewable Energy has 255 institutional holders in Filings Flow’s 13F database, together reporting 183.41M shares worth $5.9B as of Q1 2026. The largest reported holders are Brookfield Corp /On/, Royal Bank Of Canada, and Principal Financial Group Inc.
Institutional Holders
255
Q1 2026
Reported Value
$5.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| NIGHTVIEW CAPITAL, LLC$131M AUM | 4.30% | $6M | 172.2K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 3.58% | $2.7B | 81.31M | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 3.02% | $8M | 239.5K | Q1 2026OLDER |
| WALNUT PRIVATE EQUITY PARTNERS, LLC$185M AUM | 2.47% | $5M | 131.8K | Q2 2026 |
| Tacita Capital Inc$169M AUM | 2.19% | $4M | 113.9K | Q1 2026OLDER |
| Northern Right Capital Management, L.P.$281M AUM | 1.85% | $5M | 159.4K | Q1 2026OLDER |
| Rempart Asset Management Inc.$475M AUM | 1.85% | $9M | 270.5K | Q1 2026OLDER |
| PCJ Investment Counsel Ltd.$352M AUM | 1.58% | $6M | 170.6K | Q1 2026OLDER |
| Deltroit Asset Management (UK) LLP$623M AUM | 1.53% | $10M | 291.4K | Q1 2026OLDER |
| Foresight Group Ltd Liability Partnership$566M AUM | 1.47% | $8M | 213.2K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 1.33% | $3M | 90.1K | Q2 2026 |
| DAVIS-REA LTD.$384M AUM | 1.18% | $5M | 138.8K | Q1 2026OLDER |
| Gold Investment Management Ltd.$323M AUM | 1.06% | $3M | 104.8K | Q1 2026OLDER |
| Ovata Capital Management Ltd$715M AUM | 0.91% | $5M | 180.8K | Q4 2025OLDER |
| SIG North Trading, ULC$5.0B AUM | 0.76% | $38M | 1.16M | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.73% | $26M | 783.1K | Q1 2026OLDER |
| Gunderson Capital Management LLC$239M AUM | 0.67% | $1M | 55.0K | Q4 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.64% | $15M | 472.0K | Q1 2026OLDER |
| BOWEN HANES & CO INC$4.1B AUM | 0.62% | $25M | 780.7K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 0.61% | $16M | 488.0K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 0.53% | $4M | 155.0K | Q4 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.45% | $61M | 1.88M | Q1 2026OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.42% | $5M | 165.5K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.39% | $94M | 2.88M | Q1 2026OLDER |
| Wealth Care LLC$123M AUM | 0.35% | $437,301 | 12.6K | Q2 2026 |
| Adalta Capital Management LLC$209M AUM | 0.35% | $734,211 | 22.5K | Q1 2026OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.34% | $2M | 72.9K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.34% | $9M | 290.4K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.34% | $2M | 65.8K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.32% | $140M | 4.29M | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.32% | $138M | 4.22M | Q1 2026OLDER |
| Liontrust Investment Partners LLP$5.9B AUM | 0.31% | $21M | 786.3K | Q4 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.31% | $127M | 3.89M | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.29% | $4M | 125.8K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.27% | $2M | 68.4K | Q1 2026OLDER |
| Silver Lake Advisory, LLC$252M AUM | 0.26% | $658,512 | 20.2K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.21% | $265M | 8.12M | Q1 2026OLDER |
| Corient IA LLC$106M AUM | 0.20% | $217,709 | 6.7K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.20% | $3M | 77.1K | Q1 2026OLDER |
| American Trust Investment Advisors, LLC$181M AUM | 0.18% | $333,744 | 10.2K | Q1 2026OLDER |
| Walter Public Investments Inc.$418M AUM | 0.18% | $750,303 | 23.0K | Q1 2026OLDER |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.18% | $8M | 235.4K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.16% | $36M | 1.08M | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.16% | $2M | 62.6K | Q4 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.16% | $13M | 411.8K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 0.15% | $374,446 | 11.5K | Q1 2026OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.15% | $978,650 | 30.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.15% | $286M | 8.77M | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORS LLC$265M AUM | 0.15% | $397,042 | 12.2K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.15% | $2M | 64.3K | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.14% | $89M | 2.72M | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.14% | $652,800 | 20.0K | Q1 2026OLDER |
| Ketron Financial$279M AUM | 0.13% | $368,571 | 11.3K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.13% | $393,760 | 12.1K | Q1 2026OLDER |
| Dempze Nancy E$182M AUM | 0.13% | $236,640 | 7.3K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.13% | $844,227 | 26.3K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.13% | $12M | 291.1K | Q2 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM | 0.13% | $2M | 57.5K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.12% | $2M | 96.4K | Q3 2025OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.11% | $438,192 | 13.4K | Q1 2026OLDER |
| Oak Grove Capital LLC$1.2B AUM | 0.11% | $1M | 38.5K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.11% | $285M | 8.72M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.10% | $597M | 18.29M | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.10% | $34M | 1.05M | Q1 2026OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.09% | $15M | 445.2K | Q1 2026OLDER |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM | 0.08% | $14M | 441.2K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.08% | $700,422 | 21.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.08% | $2M | 52.6K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.08% | $89M | 2.75M | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.08% | $94M | 2.90M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.08% | $21M | 646.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.07% | $15M | 468.6K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.07% | $5M | 159.9K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.07% | $272,740 | 8.4K | Q1 2026OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.07% | $6M | 170.0K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.07% | $439,008 | 13.4K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.07% | $47M | 1.44M | Q1 2026OLDER |
| BCV Asset Management Inc.$2.9B AUM | 0.07% | $2M | 60.7K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.07% | $37M | 1.15M | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.06% | $209,222 | 6.4K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.06% | $347,192 | 10.6K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.06% | $12M | 343.0K | Q2 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.06% | $1M | 29.4K | Q2 2026 |
| Scissortail Wealth Management, LLC$498M AUM | 0.05% | $261,120 | 8.0K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.05% | $289,386 | 8.9K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.05% | $2M | 49.4K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 0.04% | $309,525 | 9.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $379,407 | 11.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $6M | 198.5K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.04% | $270,611 | 10.0K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.03% | $26M | 787.4K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.03% | $162,067 | 6.3K | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.03% | $19M | 706.1K | Q4 2025OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.03% | $130,560 | 4.0K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 0.03% | $98,938 | 3.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.03% | $416,976 | 12.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $17M | 510.4K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 34.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 49.1K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.03% | $976,170 | 29.9K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.03% | $2M | 72.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $2M | 46.6K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.02% | $346,268 | 12.8K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.02% | $8M | 255.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA TRUST CO$1.2B AUM | 0.02% | $254,298 | 7.8K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.02% | $34,762 | 1.1K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.02% | $41,385 | 1.3K | Q1 2026OLDER |
| Voya Financial Advisors, Inc.$1.0B AUM | 0.02% | $205,581 | 6.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.02% | $23M | 699.3K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.02% | $235,041 | 7.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $15M | 454.6K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $20M | 602.4K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $48,968 | 1.8K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $608,181 | 18.6K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $846,567 | 26.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.02% | $21M | 646.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $3M | 78.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $62M | 1.89M | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $70,028 | 2.1K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $219,400 | 6.9K | Q1 2026OLDER |
| Investment Management Corp of Ontario$7.8B AUM | 0.01% | $1M | 32.7K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.01% | $63,556 | 1.8K | Q2 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $979,200 | 30.0K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.01% | $337,783 | 10.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $313,311 | 9.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 65.2K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.01% | $532,291 | 16.3K | Q1 2026OLDER |
| MIROVA$2.5B AUM | 0.01% | $277,440 | 8.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $25M | 778.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.01% | $213,870 | 6.6K | Q1 2026OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.01% | $376,132 | 11.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $1M | 42.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $29,376 | 900 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $10,788 | 400 | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $563,660 | 17.3K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $302,312 | 9.3K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $16,320 | 500 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $243,050 | 7.4K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 38.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $279,431 | 8.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $106,028 | 3.2K | Q1 2026OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $39,020 | 1.5K | Q3 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.01% | $68,544 | 2.1K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $217,023 | 6.6K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $455,793 | 16.9K | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.01% | $192,413 | 5.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $140,244 | 5.2K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $109M | 4.03M | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.01% | $287,428 | 8.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $35M | 1.07M | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $28,270 | 28.3K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $138,018 | 4.0K | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $8,813 | 270 | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $213,498 | 6.4K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $17,587 | 652 | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $65,280 | 2.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $3M | 79.9K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $10,380 | 318 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $306,816 | 9.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $356,167 | 10.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $34M | 1.04M | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $14,688 | 450 | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $6,946 | 200 | Q2 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $245,453 | 7.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $44M | 1.39M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 80.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $689,487 | 21.1K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $32,640 | 1.0K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $58,752 | 1.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $567,184 | 17.4K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $3M | 88.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 60.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $213,806 | 7.9K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $2M | 67.8K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $499,798 | 19.4K | Q3 2025OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $2,971 | 91 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $32M | 973.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $59,145 | 1.7K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 445.6K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $5,834 | 168 | Q2 2026 |
| NATIXIS$28.0B AUM | 0.00% | $581,057 | 17.8K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $7,344 | 225 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $17M | 507.2K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $781,336 | 23.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $187,075 | 5.7K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $586,369 | 18.0K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.00% | $2,579 | 100 | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $81,393 | 3.2K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 41.9K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.00% | $460,967 | 14.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $327,412 | 10.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 139.7K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $4,896 | 150 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 71.3K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $897,503 | 27.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $98,441 | 3.6K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $749,676 | 23.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 47.9K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $346,822 | 10.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $826,078 | 25.3K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.00% | $8,395 | 1.5K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $229,427 | 7.0K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $4,477 | 176 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $55,488 | 1.7K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $297,514 | 9.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 35.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $59,531 | 2.2K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $276,536 | 8.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $24,764 | 918 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $6,528 | 200 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $6,854 | 210 | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $1,534 | 47 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 140.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $569,135 | 17.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $18,023 | 552 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $159,839 | 4.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $204,356 | 6.3K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $5,680 | 174 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $2,677 | 82 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $2,089 | 64 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 140.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $736 | 22.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 63.3K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $22,032 | 675 | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $2,231 | 68 | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.00% | $868 | 25 | Q2 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $11,555 | 354 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $319,379 | 11.8K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $20,269 | 621 | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.00% | $1,772 | 51 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 65.9K | Q2 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $205,377 | 7.6K | Q4 2025OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $979 | 30 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $10,315 | 297 | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $3,670 | 142 | Q3 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,200 | 98 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $14,916 | 457 | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $685 | 21 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $6,528 | 200 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 48.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $35,023 | 1.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $33,217 | 1.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,743 | 339 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $30,845 | 945 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $20,375 | 790 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $171,915 | 5.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $181,152 | 5.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $6,038 | 185 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $166,850 | 5.3K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $1,959 | 60 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $215,000 | 6.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,469 | 45 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1,857 | 72 | Q3 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $719 | 22 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $276,963 | 8.5K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $417 | 12 | Q2 2026 |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $164 | 5 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,342 | 41 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $258,614 | 7.9K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $46,250 | 1.4K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $166,496 | 5.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $31,008 | 950 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $428,886 | 9.5K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $10,680 | 396 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,422 | 43 | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $29 | 1 | Q4 2025OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $81 | 3 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $2,481 | 76 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,211 | 129 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $326 | 10 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $19,584 | 600 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,469 | 45 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $3,786 | 116 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $19 | 1 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $25 | 1 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $98 | 3 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1,207 | 37 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $261 | 8 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | — | $0 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.