SEC 13F Intelligence

CREDICORP LTD

CUSIP G2519Y108

Credicorp Ltd has 415 institutional holders in Filings Flow’s 13F database, together reporting 56.63M shares worth $18.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Capital World Investors, and Dodge & Cox.

Institutional Holders
415
Q1 2026
Reported Value
$18.6B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 242Q4 ’18Q1 ’19: 258Q2 ’19: 238Q2 ’19Q3 ’19: 237Q2 ’21: 210Q2 ’21Q4 ’21: 192Q4 ’22: 243Q4 ’22Q4 ’25: 397Q1 ’26: 415Q1 ’26Q2 ’26: 18filingsflow.com
Total reported value
Q4 ’18: $102.4BQ4 ’18Q1 ’19: $122.6BQ2 ’19: $95.8BQ2 ’19Q3 ’19: $93.1BQ2 ’21: $66.1BQ2 ’21Q4 ’21: $73.5BQ4 ’22: $4.2BQ4 ’22Q4 ’25: $15.8BQ1 ’26: $18.6BQ1 ’26Q2 ’26: $151Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
INCA Investments LLC$282M AUM24.82%$70M206.2KQ1 2026OLDER
Westwood Global Investments, LLC$2.7B AUM19.87%$533M1.57MQ1 2026OLDER
Seafarer Capital Partners, LLC$436M AUM17.97%$78M230.9KQ1 2026OLDER
TT International Asset Management LTD$783M AUM17.56%$138M355.5KQ2 2026
Fundamenta Capital S.A.$116M AUM14.13%$16M48.5KQ1 2026OLDER
Cape Ann Asset Management Ltd$440M AUM8.50%$37M110.4KQ1 2026OLDER
Fourth Sail Capital LP$608M AUM5.57%$35M121.0KQ4 2025OLDER
ARGA Investment Management, LP$3.0B AUM5.46%$200M698.2KQ4 2025OLDER
HARDING LOEVNER LP$9.7B AUM4.63%$450M1.33MQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM2.74%$6M17.4KQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM2.48%$48M140.7KQ1 2026OLDER
Ninety One North America, Inc.$2.2B AUM2.36%$52M154.7KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM1.90%$23M67.4KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM1.86%$77M267.0KQ4 2025OLDER
Carrhae Capital LLP$3.3B AUM1.83%$48M168.4KQ4 2025OLDER
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$246M AUM1.77%$4M12.8KQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM1.41%$21M62.8KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM1.39%$9M27.0KQ1 2026OLDER
Ashoka WhiteOak Capital Pte Ltd$264M AUM1.19%$3M9.3KQ1 2026OLDER
ABS Direct Equity Fund LLC$131M AUM1.17%$2M4.5KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM1.12%$153M450.7KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM1.02%$83M245.1KQ1 2026OLDER
Coronation Fund Managers Ltd.$2.2B AUM1.01%$22M65.2KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM1.00%$309M912.1KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM0.97%$1M3.8KQ1 2026OLDER
Hosking Partners LLP$2.8B AUM0.95%$26M78.0KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.95%$926M2.73MQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.86%$81M240.1KQ1 2026OLDER
NS Partners Ltd$2.2B AUM0.75%$17M49.7KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.70%$211M622.7KQ1 2026OLDER
DODGE & COX$182.0B AUM0.64%$1.2B3.41MQ1 2026OLDER
LBP AM SA$7.3B AUM0.63%$46M135.0KQ1 2026OLDER
Aristotle Capital Management, LLC$47.8B AUM0.53%$253M747.3KQ1 2026OLDER
LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM0.53%$33M96.3KQ1 2026OLDER
AXIOM INVESTORS LLC /DE$9.0B AUM0.51%$45M134.1KQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM0.50%$34M98.8KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.47%$3M9.1KQ1 2026OLDER
Vanderbilt University$526M AUM0.45%$3M9.2KQ4 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.40%$4M14.1KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.36%$87M258.0KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.34%$140M411.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.33%$201M593.3KQ1 2026OLDER
Future Fund LLC$284M AUM0.32%$921,2132.7KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.32%$952M2.79MQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.32%$105M309.5KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.31%$135M398.5KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.31%$3M9.7KQ1 2026OLDER
Fairtree Asset Management (Pty) Ltd$218M AUM0.31%$671,2372.0KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.29%$977,0672.5KQ2 2026
Sanchez Gaunt Capital Management, LLC$160M AUM0.29%$461,2851.4KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.28%$1M3.3KQ2 2026
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.28%$15M43.0KQ1 2026OLDER
TABR Capital Management, LLC$109M AUM0.27%$296,104873Q1 2026OLDER
MOON CAPITAL MANAGEMENT LP$166M AUM0.26%$434,8291.3KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.26%$8M22.8KQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.25%$17M49.1KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.24%$292M860.7KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.23%$75M222.2KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.22%$43M151.2KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.22%$151M445.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.21%$390,3961.2KQ1 2026OLDER
North of South Capital LLP$1.1B AUM0.21%$2M7.0KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.21%$14M50.0KQ4 2025OLDER
First Affirmative Financial Network$258M AUM0.21%$537,0241.6KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.21%$53M156.4KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.20%$4M12.4KQ4 2025OLDER
Qtron Investments LLC$738M AUM0.20%$1M4.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.20%$1M3.5KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.19%$84M263.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.19%$50M146.3KQ1 2026OLDER
Convergence Financial, LLC$943M AUM0.19%$2M5.3KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.19%$108M317.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.18%$757,7282.2KQ1 2026OLDER
Capital World Investors$732.9B AUM0.18%$1.3B3.91MQ1 2026OLDER
Havemeyer Place LP$867M AUM0.18%$2M4.5KQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.17%$1M3.2KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.17%$2M4.4KQ2 2026
NOVEM GROUP$873M AUM0.16%$1M4.2KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.16%$4,29416.1KQ3 2025OLDER
Banco BTG Pactual S.A.$1.1B AUM0.16%$918,4003.2KQ4 2025OLDER
BARINGS LLC$6.2B AUM0.15%$10M28.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.15%$286M842.8KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.15%$548,1151.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.15%$253,708884Q4 2025OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.15%$3M9.1KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.15%$3M10.6KQ4 2025OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.14%$14M40.6KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.14%$881,8682.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.14%$2M5.0KQ1 2026OLDER
Andra AP-fonden$8.4B AUM0.13%$11M32.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.13%$60M175.5KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.13%$34M101.6KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.12%$2M4.9KQ1 2026OLDER
GAM Holding AG$1.6B AUM0.12%$2M6.8KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.12%$70M205.9KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.12%$73M216.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.11%$6M19.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.10%$196M577.9KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.10%$816,1302.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.10%$584M1.72MQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.10%$3M8.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.10%$11M33.8KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.10%$549,4721.6KQ1 2026OLDER
Allie Family Office LLC$228M AUM0.10%$224,876663Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.10%$106M311.5KQ1 2026OLDER
FIL Ltd$128.7B AUM0.10%$122M360.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.09%$3M9.8KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.09%$27M81.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.08%$1M4.0KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.08%$889,6692.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.08%$1M3.9KQ3 2025OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.08%$2M5.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.08%$2M6.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.08%$378M1.11MQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.08%$330,3371.2KQ4 2025OLDER
One Wealth Advisors, LLC$803M AUM0.08%$612,5591.8KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.08%$18M51.9KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.07%$36M105.2KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.07%$23M69.2KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.07%$5M15.9KQ1 2026OLDER
Alvarez & Marsal Private Wealth Partners, LLC$712M AUM0.07%$511,4831.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.07%$81M239.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.07%$65M195.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.07%$950,9172.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.07%$4M11.0KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.07%$259,850667Q2 2026
Paragon Capital Management Ltd$476M AUM0.07%$315,777931Q1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.07%$7M21.8KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.06%$768,2432.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M4.1KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.06%$5M14.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.06%$13M50.4KQ3 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.06%$4M10.8KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.06%$39M114.9KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.06%$37M107.9KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.06%$559,6471.6KQ1 2026OLDER
FMR LLC$1.90T AUM0.06%$1.1B3.27MQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.06%$8M23.7KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.06%$10M38.9KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.06%$11M32.3KQ1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM0.06%$678,3602.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.06%$40M116.6KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.06%$515,8931.5KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.05%$5M35.9KQ2 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.05%$9M26.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.05%$322M949.6KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.05%$30M89.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.05%$45M132.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.05%$109M322.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.05%$200M590.9KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.05%$603,0621.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$87M257.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.04%$25M72.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.04%$668M2.09MQ1 2026OLDER
Park Place Capital Corp$499M AUM0.04%$213,683630Q1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.04%$10M28.7KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.04%$4M13.8KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.04%$85M250.8KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.04%$360,8871.1KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.04%$2M5.4KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.04%$2M5.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.04%$619,3672.3KQ3 2025OLDER
Hood River Capital Management LLC$10.0B AUM0.04%$4M11.9KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.04%$62M182.7KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.04%$4M10.6KQ1 2026OLDER
GQG Partners LLC$63.1B AUM0.04%$25M73.0KQ1 2026OLDER
Amundi$367.1B AUM0.04%$144M423.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.04%$186,549550Q1 2026OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM0.04%$1M3.0KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.04%$56M164.3KQ1 2026OLDER
Sciencast Management LP$785M AUM0.04%$259,735905Q4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.04%$7M20.9KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.03%$5M14.6KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$3M8.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$33M96.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$2M5.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$34M99.5KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.03%$729,6072.7KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.03%$101M298.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.03%$4M11.5KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.03%$4M12.6KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.03%$6M18.1KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.03%$226,793852Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.03%$59M175.1KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.03%$2M5.9KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$19M55.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.03%$8M23.1KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.03%$18M52.1KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$245,566724Q1 2026OLDER
PROVIDA PENSION FUND ADMINISTRATOR$5.8B AUM0.03%$2M5.9KQ1 2026OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM0.03%$3M7.6KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.03%$6M16.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.03%$1.6B4.76MQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.03%$313,402924Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.03%$236M696.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M5.1KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.03%$494,5241.5KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.03%$278,806822Q1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.03%$43M127.2KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$170,952642Q3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.03%$7M19.6KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.03%$3M7.5KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.03%$11M31.7KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.03%$6M22.5KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.03%$44M130.4KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.03%$208,596615Q1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.03%$9M36.3KQ4 2025OLDER
SteelPeak Wealth, LLC$3.3B AUM0.03%$820,4772.4KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.02%$2M4.4KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.02%$156M459.4KQ1 2026OLDER
BIT Capital GmbH$2.1B AUM0.02%$491,1331.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$21M62.3KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.02%$207,578612Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M8.0KQ1 2026OLDER
EFG International AG$4.7B AUM0.02%$1M4.1KQ4 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$1M3.0KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$359,7441.4KQ3 2025OLDER
LVW Advisors, LLC$1.0B AUM0.02%$226,234667Q1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$360,1851.3KQ4 2025OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$524,8392.0KQ3 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.02%$3M7.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$24M70.2KQ1 2026OLDER
Boston Partners$95.5B AUM0.02%$19M57.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M6.1KQ1 2026OLDER
Swedbank AB$95.1B AUM0.02%$19M56.6KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.02%$6M18.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M62.0KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M4.7KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$644,1141.9KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.02%$5M16.1KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.02%$9M27.3KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.02%$1M3.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M6.6KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.02%$28M83.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$137M404.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$601,3671.8KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.02%$269,309794Q1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$2M6.1KQ4 2025OLDER
ASSETMARK, INC$49.0B AUM0.02%$9M25.6KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.02%$604,4191.8KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.02%$739,4122.2KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.02%$15M43.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.02%$22,62866.7KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M9.9KQ4 2025OLDER
SUMMITRY LLC$2.8B AUM0.02%$473,9531.4KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.02%$333,2071.2KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.02%$75,481263Q2 2026
STATE STREET CORP$2.90T AUM0.02%$456M1.34MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$75M220.8KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$491,4721.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$1M3.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$1M3.2KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.02%$1M3.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$3M10.2KQ4 2025OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$1M3.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$580,6761.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$5M13.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$821,4942.4KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$5M15.2KQ1 2026OLDER
Krane Funds Advisors LLC$2.4B AUM0.01%$319,779945Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M6.3KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M16.1KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$841,1662.5KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M5.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$66M194.6KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$13M39.3KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M3.1KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.01%$710,5822.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$27M81.4KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM0.01%$2M5.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$164M483.9KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$4M12.0KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$16M46.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$51M152.4KQ1 2026OLDER
London & Capital Asset Management Ltd$9.2B AUM0.01%$1M3.2KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$997,5152.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$189M561.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$657,5172.3KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M5.0KQ4 2025OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$36,631108Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$40M116.8KQ1 2026OLDER
LGT Group Foundation$8.2B AUM0.01%$878,1372.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$43M125.8KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$2M5.6KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$864,5702.5KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M3.9KQ3 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$1M3.6KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$17,63752Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$827,0902.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$51M151.7KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.01%$3M9.2KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M11.4KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$810,3082.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$3M10.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.01%$7M21.3KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$741,4472.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$17M50.1KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.01%$9M26.0KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$9M26.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$33M97.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M4.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$562,7001.7KQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.01%$1M3.4KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$8M24.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$28M82.1KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.01%$2M6.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$54M158.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$108M375.5KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$10,91741Q3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$39,685117Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$2M5.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M3.5KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$594,7611.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M10.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$109M320.8KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.01%$368,543946Q2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M20.9KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.01%$2M4.6KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$229,651677Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$734,6642.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$741,4472.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$286,946846Q2 2026
CIBC WORLD MARKET INC.$61.3B AUM0.01%$3M9.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$43,587128.5KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.00%$516Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$13M38.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$3M8.8KQ4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$722,4532.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$711,2602.1KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$91,068342Q3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$14M47.6KQ1 2026OLDER
National Pension Service$131.7B AUM0.00%$6M16.9KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$300,513886Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$13M37.4KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$427,6321.3KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$7,12321Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$509,4481.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$253,318747Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$104,454327Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$25M74.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$121,766359Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M10.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M5.8KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,73111Q1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$8,14024Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M6.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M11.1KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$151,274446Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$142,795421Q1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$285,929843Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$112,608332Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$68,515202Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$496,6111.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$277,449818Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$176,237519Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$181M631.3KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M5.2KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$6,78420Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$6M17.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$589,4951.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M5.7KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$8,81926Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$337,823996Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M6.4KQ3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$15,26445Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$1M3.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$76,655226Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M5.1KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$377,5071.1KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$5,06513Q2 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M5.5KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$764,8512.3KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M3.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M4.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$382,9351.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M3.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M7.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$62,307192Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M4.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$10,90638Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$15M44.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$63,891164Q2 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$5,45514Q2 2026
Marex Group Ltd$15.8B AUM0.00%$245,906725Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$8,78833Q3 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$5,42716Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$9M26.1KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$41,540156Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$148,789436Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$975,8003.4KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M6.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$7,12321Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M3.6KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.00%$2,87010Q4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M6.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$32,33583Q2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$433,6521.3KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$443,6221.7KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,74914Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$11,53234Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$1M4.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$889,0222.3KQ2 2026
LRI Investments, LLC$1.1B AUM0.00%$12,21036Q1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$260,490768Q2 2026
Elyxium Wealth, LLC$312M AUM0.00%$3,73113Q4 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$213,006628Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$10,85432Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M4.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$208,936728Q4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$434,1501.3KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$72,924215Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M9.1KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$9,92529Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$200,322752Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$5,09516Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$228,452796Q4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$974,8032.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$40,362119Q1 2026OLDER
West Financial Advisors, LLC$659M AUM0.00%$2,87010Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$266,747786Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$19M55.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$281,290829Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$2,7138Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$683,4132.0KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$4,74814Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$29,16986Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$6792Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$104,468308Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M5.4KQ2 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$238,934808Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$118,713350Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$9,18432Q4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$30,86591Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$3,1178Q2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$197,064581Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$209,274617Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$812,3832.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$14,37954Q3 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$4,07112Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$4,07012Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$42,072147Q4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$2,7138Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$40,363119Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$3,44412Q4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$333,075982Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$11,87235Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$1,3564Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$16,95950Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3401Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$51,660180Q4 2025OLDER
Abound Wealth Management$440M AUM0.00%$3401Q1 2026OLDER
Trust Co$1.1B AUM0.00%$6782Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$1,2254Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,0243Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$133,637394Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$7,46222Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$6,39124Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,0183Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$7,06821Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$50,622157Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$33,866118Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$23,40369Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$6,89024Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3391Q1 2026OLDER

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