SEC 13F Intelligence

COCA-COLA EUROPACIFIC PARTNE

CUSIP G25839104

Coca-Cola Europacific Partne has 566 institutional holders in Filings Flow’s 13F database, together reporting 147.87M shares worth $12.9B as of Q1 2026. The largest reported holders are Invesco Ltd., Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
566
Q1 2026
Reported Value
$12.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 315Q4 ’18Q1 ’19: 316Q2 ’19: 321Q2 ’19Q3 ’19: 316Q2 ’21: 333Q2 ’21Q4 ’21: 323Q4 ’22: 360Q4 ’22Q4 ’25: 552Q1 ’26: 566Q1 ’26Q2 ’26: 37filingsflow.com
Total reported value
Q4 ’18: $59.8BQ4 ’18Q1 ’19: $79.6BQ2 ’19: $97.0BQ2 ’19Q3 ’19: $104.2BQ2 ’21: $149.9BQ2 ’21Q4 ’21: $130.9BQ4 ’22: $4.6BQ4 ’22Q4 ’25: $13.0BQ1 ’26: $12.9BQ1 ’26Q2 ’26: $61Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Exane Asset Management$489M AUM5.24%$16M171.5KQ3 2025OLDER
Marathon Asset Management Ltd$2.6B AUM3.86%$101M1.11MQ1 2026OLDER
Tevis Investment Management$176M AUM3.83%$7M74.2KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM1.96%$6M68.9KQ1 2026OLDER
Night Squared LP$681M AUM1.95%$7M76.4KQ4 2025OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM1.55%$44M480.0KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM1.35%$8M91.4KQ1 2026OLDER
MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM1.02%$35M381.6KQ1 2026OLDER
FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM0.90%$73M802.1KQ1 2026OLDER
Monument Capital Management$399M AUM0.69%$3M30.5KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.62%$25M274.7KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.60%$3M27.2KQ2 2026
TRUIST FINANCIAL CORP$74.2B AUM0.58%$430M4.75MQ1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.57%$94M1.04MQ1 2026OLDER
111 Capital$406M AUM0.57%$2M25.5KQ1 2026OLDER
Boston Partners$95.5B AUM0.54%$519M5.72MQ1 2026OLDER
Generate Investment Management Ltd$2.0B AUM0.53%$10M115.3KQ3 2025OLDER
Sciencast Management LP$785M AUM0.51%$4M44.4KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.49%$2M23.1KQ4 2025OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.48%$8M93.6KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.46%$8M89.6KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.44%$4M42.9KQ1 2026OLDER
Intesa Sanpaolo S.p.A.$1.7B AUM0.42%$7M78.9KQ1 2026OLDER
Kepler Cheuvreux (Suisse) SA$1.5B AUM0.40%$6M66.5KQ1 2026OLDER
Genesee Capital Advisors, LLC$239M AUM0.39%$926,58210.2KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.39%$109M1.43MQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.37%$2M18.9KQ4 2025OLDER
Albar Capital Partners LLP$618M AUM0.36%$2M24.4KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.35%$1M16.2KQ1 2026OLDER
Aristotle Capital Management, LLC$47.8B AUM0.35%$166M1.83MQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.35%$3M29.3KQ4 2025OLDER
Cullen Capital Management, LLC$9.8B AUM0.34%$33M364.5KQ1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM0.34%$7M72.9KQ1 2026OLDER
Cumberland Partners Ltd$1.3B AUM0.32%$4M47.1KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.29%$1M13.4KQ1 2026OLDER
Taproot Management LP$530M AUM0.28%$2M19.3KQ4 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.28%$1M12.6KQ4 2025OLDER
FIL Ltd$128.7B AUM0.27%$348M3.84MQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.23%$2M19.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.23%$2M24.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.23%$1M15.3KQ1 2026OLDER
STF Management LP$107M AUM0.22%$230,8322.5KQ4 2025OLDER
BKM Wealth Management, LLC$274M AUM0.21%$586,3806.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.21%$4M41.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.21%$1.4B15.29MQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.21%$240M2.63MQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.19%$56M605.0KQ1 2026OLDER
Bay Capital Advisors, LLC$162M AUM0.19%$304,8333.4KQ1 2026OLDER
EJMK Ventures LLC$179M AUM0.19%$333,1483.7KQ1 2026OLDER
Guided Capital Wealth Management, LLC$152M AUM0.19%$216,8032.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.18%$10M115.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.18%$110M1.21MQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.18%$85M940.0KQ1 2026OLDER
Larry Mathis Financial Planning, LLC$124M AUM0.18%$221,0552.2KQ2 2026
Atlatl Advisers LLC$135M AUM0.17%$456,1305.0KQ4 2025OLDER
Robeco Schweiz AG$4.7B AUM0.17%$8M84.3KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.17%$13M148.9KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.17%$10M109.3KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.17%$1M15.9KQ1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.17%$16M173.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.16%$233,8382.6KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.16%$925,41210.2KQ4 2025OLDER
Clearwave Capital, LLC$146M AUM0.15%$222,2232.5KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.15%$351,4613.4KQ1 2026OLDER
Saudi Central Bank$4.7B AUM0.15%$7M77.8KQ1 2026OLDER
Fisher Funds Management LTD$3.4B AUM0.15%$5M55.8KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.14%$9M93.9KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.14%$420M4.64MQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.14%$1M13.8KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.13%$4M48.5KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.13%$7M79.4KQ1 2026OLDER
Access Investment Management LLC$376M AUM0.13%$498,6855.5KQ1 2026OLDER
CROBAN$213M AUM0.13%$273,2703.0KQ4 2025OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.13%$25M272.6KQ4 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.13%$39M426.1KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.13%$426,3454.7KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.12%$26M283.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.12%$288,7843.2KQ1 2026OLDER
WASHBURN CAPITAL MANAGEMENT, INC.$172M AUM0.12%$204,0082.3KQ1 2026OLDER
Calydon Capital$613M AUM0.11%$702,7657.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.11%$386,7744.3KQ3 2025OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.11%$1M11.7KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.11%$22M243.7KQ1 2026OLDER
STONEBRIDGE CAPITAL MANAGEMENT INC$220M AUM0.10%$226,6752.5KQ1 2026OLDER
Brown Financial Advisors$264M AUM0.10%$271,7383.0KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.10%$157M1.73MQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.10%$5M51.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.10%$572,0236.3KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.10%$3M29.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.10%$3M30.7KQ1 2026OLDER
Compass Wealth Management, LLC/GA$234M AUM0.10%$226,6752.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.09%$5M47.7KQ2 2026
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.09%$2M25.3KQ3 2025OLDER
Skyline Advisors, Inc.$287M AUM0.09%$266,1162.9KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.09%$99M1.09MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.09%$7M74.5KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.09%$1M13.4KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.09%$1M12.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.09%$748,1188.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.09%$8M220.4KQ2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.09%$21M235.7KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.08%$387,2524.3KQ1 2026OLDER
Amundi$367.1B AUM0.08%$308M3.40MQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.08%$3M29.1KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.08%$6M60.7KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.08%$6M58.8KQ2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.08%$68M748.6KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.08%$53M581.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.08%$670M7.39MQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.08%$372,6544.1KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.08%$455,3475.0KQ1 2026OLDER
SIRIOS CAPITAL MANAGEMENT L P$825M AUM0.08%$605,9676.7KQ4 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.07%$2,03522.5KQ3 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.07%$19M212.9KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.07%$3M29.3KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.07%$5M57.9KQ1 2026OLDER
LBP AM SA$7.3B AUM0.07%$5M57.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.07%$304M3.35MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.07%$2M18.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.07%$3M28.9KQ1 2026OLDER
Mattson Financial Services, LLC$419M AUM0.07%$284,7943.1KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.07%$2M24.9KQ4 2025OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.06%$142,8051.6KQ1 2026OLDER
RWA WEALTH PARTNERS, LLC$9.1B AUM0.06%$6M64.4KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.06%$20M252.6KQ1 2026OLDER
Optas, LLC$661M AUM0.06%$369,5984.1KQ3 2025OLDER
M&G Plc$19.4B AUM0.06%$12M131.5KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.06%$3M31.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.06%$8M92.6KQ1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.06%$200,2902.2KQ2 2026
NorthCoast Asset Management LLC$4.3B AUM0.06%$14M159.6KQ3 2025OLDER
Ethic Inc.$6.4B AUM0.06%$4M39.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.06%$50M549.4KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.05%$71,993794Q1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.05%$397,0654.4KQ3 2025OLDER
Andra AP-fonden$8.4B AUM0.05%$4M49.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.05%$206,0932.3KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.05%$16M175.4KQ1 2026OLDER
Alvarez & Marsal Private Wealth Partners, LLC$712M AUM0.05%$368,1204.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.05%$86M948.0KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.05%$564,1496.2KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.05%$312,8523.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.05%$53M587.8KQ1 2026OLDER
PATTON ALBERTSON MILLER GROUP, LLC$842M AUM0.05%$405,7484.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M30.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.05%$97M1.07MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M16.6KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.05%$11M124.3KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.05%$598,4446.6KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.04%$17M186.0KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.04%$2M22.5KQ3 2025OLDER
AVIVA PLC$59.6B AUM0.04%$26M284.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.04%$168M1.84MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.04%$53M579.7KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.04%$4M42.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.04%$217,7892.4KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.04%$283,2543.1KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$4M40.6KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.04%$13M147.4KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.04%$3M32.3KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.04%$303,2913.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.04%$57M630.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.04%$170M1.87MQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.04%$8M85.0KQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.04%$7M75.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.04%$10M105.3KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.04%$1M14.6KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.04%$24M265.4KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.04%$13M138.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$204,4612.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$29M320.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.04%$65M719.6KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.04%$3M36.0KQ3 2025OLDER
Cromwell Holdings LLC$223M AUM0.04%$82,057820Q2 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$112M1.24MQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.04%$172M1.90MQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$11M126.6KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.03%$2M26.5KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.03%$6M67.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.03%$16M175.7KQ4 2025OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.03%$226,5842.5KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$9M95.1KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.03%$1M15.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.03%$8M92.8KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.03%$335,3183.7KQ4 2025OLDER
OSSIAM$5.7B AUM0.03%$2M20.3KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M21.5KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.03%$853,0009.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.03%$96M1.05MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.03%$23M255.4KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.03%$1M10.9KQ2 2026
Entropy Technologies, LP$2.2B AUM0.03%$670,9587.4KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.03%$13M141.6KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.03%$4M40.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.03%$14M153.4KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.03%$148,6991.6KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.03%$138,4131.5KQ2 2026
SEB Asset Management AB$23.4B AUM0.03%$7M74.5KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.03%$795,1768.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.03%$9M103.5KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.03%$2M23.1KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.03%$930,36510.3KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.03%$22M244.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.03%$204M2.25MQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.03%$213,8202.4KQ3 2025OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.03%$684,2867.5KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.03%$11M116.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.03%$5M54.6KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.03%$10M112.7KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.03%$4M40.9KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$1M15.8KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$374,2974.1KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$45M493.1KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$5M53.2KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.02%$80,056800Q2 2026
PALLADIEM, LLC$105M AUM0.02%$24,575251Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.02%$1M12.4KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.02%$4M43.4KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.02%$4M46.3KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.02%$340,4833.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.3B14.00MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M27.9KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$235,5042.6KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$3M30.8KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.02%$384,2544.2KQ1 2026OLDER
BAYBAN$115M AUM0.02%$24,093266Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$697,3437.7KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.02%$7M77.7KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$8M84.5KQ3 2025OLDER
UBS Group AG$666.3B AUM0.02%$137M1.51MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.02%$48M532.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$5M56.3KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.02%$687,5517.6KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.02%$22M241.8KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$809,4348.9KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.02%$313,4093.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.02%$7M82.2KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.02%$970,44110.7KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$536,5855.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$317M3.49MQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$6M62.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$18M195.0KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.02%$5M52.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.02%$106M1.17MQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.02%$35,633393Q1 2026OLDER
Swedbank AB$95.1B AUM0.02%$17M190.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$202,2412.0KQ2 2026
ATLAS CAPITAL ADVISORS INC.$875M AUM0.02%$157,4031.7KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.02%$2M17.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$244M2.69MQ1 2026OLDER
1248 Management, LLC$216M AUM0.02%$38,353423Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$15M164.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.02%$4M40.3KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.02%$133,2381.5KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.02%$64M706.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$107M1.18MQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$288,1373.2KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.02%$5M52.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$331,2343.7KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.02%$2M22.7KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$767,5228.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$3M36.3KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.02%$6M62.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.02%$3M35.0KQ4 2025OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.02%$316,6213.2KQ2 2026
EFG International AG$4.7B AUM0.02%$750,8388.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.02%$14M159.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$15M167.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.02%$523,8355.8KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.02%$23M258.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$20M215.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$118M1.30MQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$235M2.58MQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.01%$7M79.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M48.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$9M96.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$1.0B10.93MQ4 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.01%$24,662272Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$574M6.29MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$408M4.50MQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$299,5743.3KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.01%$109,5041.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M15.6KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M25.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$29M315.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M65.4KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.01%$39,895440Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$159,5791.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M135.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$32M349.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$210M2.34MQ1 2026OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.01%$242,7132.7KQ4 2025OLDER
Wealth Science Advisors LLC$225M AUM0.01%$22,856252Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$12M134.7KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M26.0KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.01%$117,8711.3KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$2M17.1KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$566,1496.2KQ4 2025OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.01%$1M16.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M16.2KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.01%$946,05110.4KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$1M12.8KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$542,4736.0KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$940,97310.4KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$216,6782.4KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$18M202.8KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M12.6KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$374,3613.7KQ2 2026
Ameritas Advisory Services, LLC$2.6B AUM0.01%$304,8433.4KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$60M661.6KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$780,5788.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$688,7387.6KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.01%$884,2149.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$11M122.4KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.01%$53,732593Q1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$9M95.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$335,5903.7KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$97,1081.1KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.01%$309,6023.5KQ4 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M22.3KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$1M14.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$983,13510.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.01%$8M87.6KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$6M65.5KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M13.5KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$25M280.0KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$298,7253.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$40M482.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$34M380.3KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.01%$2M18.7KQ2 2026
Aviso Financial Inc.$2.8B AUM0.01%$256,0522.8KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.01%$3M33.9KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$54,171597Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M19.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$280,1703.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$988,03110.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$5M55.7KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$359,5074.0KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$966,84510.7KQ3 2025OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$340,4663.8KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M12.8KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.01%$14,563146Q2 2026
FIDUCIARY TRUST CO$8.5B AUM0.01%$671,6897.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$15M167.8KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.01%$10,246113Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$16M176.4KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.01%$8,88698Q1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$219,4212.4KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.01%$369,3304.1KQ4 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$20,945231Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$205,4542.3KQ1 2026OLDER
Quarry LP$558M AUM0.01%$41,341455Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$653,9127.2KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$369,7934.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$648,7437.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$766,7858.3KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.01%$36,812406Q1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$217,7982.4KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$228,1112.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$4M43.1KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.01%$442,6514.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M15.6KQ1 2026OLDER
Addenda Capital Inc.$3.7B AUM0.01%$240,2962.4KQ2 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$435,5414.8KQ4 2025OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM0.01%$218,8532.2KQ2 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$6M68.6KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$72,600800Q1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$545,2896.0KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.01%$420,9294.6KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.01%$217,2272.4KQ4 2025OLDER
Westfuller Advisors, LLC$232M AUM0.01%$13,626150Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$7,97988Q1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$7M77.4KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.01%$419,4204.6KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.01%$10,156112Q1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$237,9172.6KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$206,6372.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$302,9573.3KQ2 2026
FRANKLIN RESOURCES INC$408.3B AUM0.01%$22M242.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M28.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M67.9KQ1 2026OLDER
Howard Capital Management Inc.$6.1B AUM0.01%$403,7064.5KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M33.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$32,188355Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$160,7581.8KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.01%$259,9512.9KQ1 2026OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.01%$124,6661.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M65.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$2M24.1KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.01%$453,3505.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$281,3883.1KQ4 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$456,7535.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$344,7053.8KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$36,268400Q1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$756,0978.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$2M16.6KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$15M160.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$92M1.01MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$201,7962.2KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M37.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$11,516127Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$284,2703.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$946,43910.4KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$383,7114.2KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.00%$309,7463.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$30M327.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$49,293542Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$283,5533.1KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$2M26.3KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$50,685559Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$4M44.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M25.5KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$350,6213.9KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$5M59.6KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$1M11.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$22M237.1KQ2 2026
GAMMA Investing LLC$2.7B AUM0.00%$108,6761.1KQ2 2026
Aberdeen Group plc$61.9B AUM0.00%$2M27.4KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.00%$493,9705.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$711,1527.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$13M142.2KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.00%$232,8402.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$729,9458.1KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$360,4134.0KQ1 2026OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM0.00%$152,6281.7KQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$501,0425.5KQ1 2026OLDER
National Pension Service$131.7B AUM0.00%$5M52.8KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$6M62.2KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$290,7103.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M24.2KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$849,9419.4KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$934,26410.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M28.0KQ2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$30,076331.7KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$29,014320Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$6,80375Q4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$3,71741Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$330,4493.7KQ3 2025OLDER
Allen Investment Management, LLC$8.1B AUM0.00%$272,0103.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$518,5425.7KQ1 2026OLDER
MOTCO$1.1B AUM0.00%$36,177399Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M54.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$794,7238.8KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$2M21.2KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$494,7665.5KQ1 2026OLDER
Inlight Wealth Management, LLC$270M AUM0.00%$6,78175Q3 2025OLDER
BFSG, LLC$1.1B AUM0.00%$32,743361Q4 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$357,6624.0KQ3 2025OLDER
Costello Asset Management, INC$289M AUM0.00%$9,067100Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$5,35059Q1 2026OLDER
LGT Group Foundation$8.2B AUM0.00%$242,0892.7KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.00%$9,058100Q1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$7,07278Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$395,1364.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$5M58.9KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$212,9162.4KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$98,7721.1KQ4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$10,428115Q1 2026OLDER
Woodline Partners LP$26.4B AUM0.00%$737,5108.1KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$5,00051Q1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$19,954220Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$23M258.7KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$18,225201Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$362,0444.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$10M105.5KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$938,61610.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M26.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M19.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M14.5KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$248,7982.7KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.00%$393,9614.3KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$4,06845Q3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$3,35637Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$13,963154Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$31,709350Q1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$351,1003.9KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$274,8213.0KQ1 2026OLDER
Piscataqua Savings Bank$148M AUM0.00%$3,08234Q1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$581,8326.4KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$5,78664Q3 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$2,26025Q3 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$1M15.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M15.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M15.0KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$7,16379Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$689,1507.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$263,4872.9KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$10,357114Q1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$380,6324.2KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$371,9464.1KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M18.4KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$12,513138Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$4,00144Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$18,958205Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$3,08334Q1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$3,73641Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$399,1554.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$469,3995.2KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$371,8384.1KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$50,750558Q1 2026OLDER

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