SEC 13F Intelligence

EVEREST GROUP LTD

CUSIP G3223R108

Everest Group Ltd has 661 institutional holders in Filings Flow’s 13F database, together reporting 36.65M shares worth $11.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
661
Q1 2026
Reported Value
$11.6B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 372Q4 ’18Q1 ’19: 373Q2 ’19: 398Q2 ’19Q3 ’19: 393Q2 ’21: 416Q2 ’21Q4 ’21: 439Q4 ’22: 521Q4 ’22Q4 ’25: 673Q1 ’26: 661Q1 ’26Q2 ’26: 29filingsflow.com
Total reported value
Q4 ’18: $69.6BQ4 ’18Q1 ’19: $57.8BQ2 ’19: $70.2BQ2 ’19Q3 ’19: $107.9BQ2 ’21: $67.3BQ2 ’21Q4 ’21: $74.8BQ4 ’22: $6.9BQ4 ’22Q4 ’25: $12.5BQ1 ’26: $11.6BQ1 ’26Q2 ’26: $37Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Talaria Asset Management Pty Ltd$495M AUM14.83%$73M224.7KQ1 2026OLDER
Vulcan Value Partners, LLC$3.8B AUM11.80%$445M1.36MQ1 2026OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM9.10%$254M777.9KQ1 2026OLDER
Dupree Financial Group, LLC$248M AUM4.61%$11M35.1KQ1 2026OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM2.94%$26M75.0KQ3 2025OLDER
Te Ahumairangi Investment Management Ltd$597M AUM2.91%$17M53.2KQ1 2026OLDER
GENERAL AMERICAN INVESTORS CO INC$1.5B AUM2.78%$42M129.2KQ1 2026OLDER
GRACE & WHITE INC /NY$566M AUM2.77%$16M48.0KQ1 2026OLDER
DONALD SMITH & CO., INC.$5.6B AUM2.71%$150M460.2KQ1 2026OLDER
NUANCE INVESTMENTS, LLC$717M AUM2.44%$18M53.6KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM1.87%$20M60.5KQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM1.65%$2M5.1KQ4 2025OLDER
CM Management, LLC$120M AUM1.64%$2M6.0KQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM1.36%$19M57.8KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM1.26%$2M5.6KQ2 2026
Arnhold LLC$1.4B AUM1.15%$16M47.7KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM1.10%$336M1.03MQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM1.09%$7M15.1KQ4 2025OLDER
Champlain Investment Partners, LLC$7.9B AUM1.01%$135M384.1KQ3 2025OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM1.00%$82M250.0KQ1 2026OLDER
KEMPNER CAPITAL MANAGEMENT INC.$106M AUM0.94%$999,0003.0KQ4 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.90%$39M120.0KQ1 2026OLDER
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.86%$9M27.5KQ1 2026OLDER
Reflection Asset Management$141M AUM0.86%$1M3.6KQ1 2026OLDER
CALIFORNIA FIRST LEASING CORP$312M AUM0.85%$3M7.7KQ4 2025OLDER
EQUITABLE TRUST CO$2.2B AUM0.82%$18M54.5KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.79%$42M127.4KQ1 2026OLDER
FCA CORP /TX$354M AUM0.77%$3M8.4KQ1 2026OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.72%$12M36.8KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.66%$43M131.9KQ1 2026OLDER
Gator Capital Management, LLC$489M AUM0.66%$3M9.6KQ4 2025OLDER
Prana Capital Management, LP$3.3B AUM0.65%$21M65.7KQ1 2026OLDER
J.M. Arbour, LLC$104M AUM0.65%$679,4322.1KQ1 2026OLDER
Point Nemo Capital, LLC$152M AUM0.59%$890,3392.7KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.58%$8M25.5KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.57%$20M60.8KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.55%$1M4.5KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.55%$165M506.2KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.55%$601,0771.8KQ1 2026OLDER
Continuum Advisory, LLC$1.0B AUM0.55%$6M17.4KQ1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.47%$132M403.5KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.46%$588,6161.7KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.45%$2M6.2KQ3 2025OLDER
Gilman Hill Asset Management, LLC$731M AUM0.44%$3M8.9KQ2 2026
AustralianSuper Pty Ltd$19.2B AUM0.43%$82M251.2KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.42%$2M5.4KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.41%$16M50.1KQ1 2026OLDER
Legend Financial Advisors, Inc.$155M AUM0.41%$668,9391.9KQ3 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.40%$8M23.9KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.39%$115M352.1KQ1 2026OLDER
Sculati Wealth Management, LLC$271M AUM0.37%$1M3.1KQ1 2026OLDER
CROBAN$213M AUM0.37%$786,3322.4KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.37%$857,0012.6KQ1 2026OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.37%$997,5783.1KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.36%$88M268.1KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.36%$419,4371.2KQ4 2025OLDER
Curat Global, LLC$102M AUM0.35%$351,1411.1KQ1 2026OLDER
Sompo Asset Management Co., Ltd.$545M AUM0.34%$2M5.6KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.32%$75M230.5KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.31%$9M27.0KQ1 2026OLDER
Worthington Financial Partners, LLC$116M AUM0.29%$338,6171.0KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.29%$1M3.8KQ1 2026OLDER
Sanchez Gaunt Capital Management, LLC$160M AUM0.28%$449,4581.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.27%$681,3992.0KQ1 2026OLDER
Poehling Capital Management, INC.$475M AUM0.27%$1M3.9KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.25%$4M10.8KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.25%$8M23.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.24%$61M185.7KQ1 2026OLDER
Harbor Advisors LLC$692M AUM0.24%$2M5.0KQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.23%$1M3.2KQ4 2025OLDER
TFB Advisors LLC$191M AUM0.23%$447,4581.4KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.23%$465,7611.4KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.23%$490,2751.5KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.22%$2M5.8KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.22%$1M4.2KQ3 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.22%$55M161.6KQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.22%$5M14.3KQ1 2026OLDER
BayBridge Capital Group, LLC$161M AUM0.21%$344,9931.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.21%$2M4.6KQ4 2025OLDER
DAVIS SELECTED ADVISERS$21.8B AUM0.21%$46M140.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.20%$445M1.37MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.20%$1M3.6KQ1 2026OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.19%$346,1371.0KQ4 2025OLDER
ASSETMARK, INC$49.0B AUM0.19%$94M287.8KQ1 2026OLDER
R Squared Ltd$182M AUM0.19%$345,8071.1KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.18%$5M14.9KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.18%$12M34.6KQ4 2025OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.18%$763,5382.3KQ4 2025OLDER
Boston Partners$95.5B AUM0.17%$166M508.6KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.17%$3M9.8KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.17%$1M4.0KQ1 2026OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM0.17%$9M27.2KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.17%$438,8381.3KQ3 2025OLDER
Elevated Capital Advisors, LLC$397M AUM0.16%$642,9732.0KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.16%$2M5.1KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.16%$37M112.0KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.15%$326,101931Q3 2025OLDER
Center For Asset Management LLC$201M AUM0.15%$304,959932Q1 2026OLDER
Estate Counselors, LLC$1.1B AUM0.15%$2M5.1KQ1 2026OLDER
Horizon Advisory Services, Inc.$195M AUM0.15%$286,488818Q3 2025OLDER
waypoint wealth counsel$193M AUM0.14%$378,7211.1KQ4 2025OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.13%$253,834748Q4 2025OLDER
JB Capital LLC$2.5B AUM0.13%$3M10.0KQ1 2026OLDER
Trail Ridge Investment Advisors, LLC$230M AUM0.13%$302,358925Q1 2026OLDER
Retirement Planning Co of New England, Inc.$246M AUM0.13%$314,974964Q1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.13%$577,2841.6KQ2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.12%$95M289.9KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.12%$315,907902Q3 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.12%$12M60.9KQ2 2026
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.12%$12M35.7KQ1 2026OLDER
LS Investment Advisors, LLC$668M AUM0.12%$786,4012.4KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.12%$932,0812.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.11%$7M20.0KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.11%$7M19.0KQ3 2025OLDER
Havemeyer Place LP$867M AUM0.11%$913,5462.8KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.10%$802,6172.5KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.10%$318,352974Q1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.10%$339,2701.0KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.10%$1M3.1KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.10%$1M3.9KQ3 2025OLDER
Mediolanum International Funds Ltd$9.4B AUM0.09%$9M27.5KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.09%$362,4771.1KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.09%$359,5351.1KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.09%$277,588818Q4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.09%$23M69.5KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.09%$2M7.6KQ1 2026OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.09%$428,1731.3KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.09%$357,9011.1KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.08%$253M762.4KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.08%$1M3.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.08%$53M162.1KQ1 2026OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.08%$353,6521.1KQ1 2026OLDER
E&G Advisors, LP$449M AUM0.08%$361,4331.1KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.08%$3M10.6KQ1 2026OLDER
State of Wyoming$844M AUM0.08%$678,2142.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.08%$247M729.1KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.08%$2M5.0KQ1 2026OLDER
MBA Advisors LLC$260M AUM0.08%$206,569632Q1 2026OLDER
M&G Plc$19.4B AUM0.08%$15M46.8KQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.08%$484,3681.4KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.08%$1M3.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.08%$147M449.9KQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.08%$3M8.1KQ1 2026OLDER
BANK OF STOCKTON$323M AUM0.07%$238,601730Q1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.07%$659,4831.9KQ3 2025OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.07%$214,718657Q1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.07%$419,9261.2KQ3 2025OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.07%$1M4.2KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.07%$3M9.0KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.07%$817,1252.5KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.07%$3M8.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.07%$10M31.8KQ2 2026
PAX Financial Group, LLC$586M AUM0.07%$384,0301.2KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.07%$4M11.0KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$219,970673Q1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.06%$2M5.5KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.06%$609,5751.9KQ1 2026OLDER
Somerset Trust Co$354M AUM0.06%$216,481606Q2 2026
Entropy Technologies, LP$2.2B AUM0.06%$1M3.3KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.06%$8M24.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.06%$318M971.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.06%$3M8.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.06%$2M5.1KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.06%$1M3.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.06%$90M276.1KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$9M25.1KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.06%$4M13.4KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.06%$2M6.6KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$350,2301.0KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.05%$259,948766Q4 2025OLDER
Strategic Family Wealth Counselors, L.L.C.$381M AUM0.05%$229,440717Q4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.05%$7M22.4KQ1 2026OLDER
LBP AM SA$7.3B AUM0.05%$4M12.8KQ4 2025OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.05%$585,9351.7KQ3 2025OLDER
Frec Markets, Inc.$587M AUM0.05%$291,223891Q1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.05%$11M32.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.05%$6M17.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.05%$19M57.6KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$11M33.4KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.05%$451,6751.3KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.05%$2M5.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$482,7571.5KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.05%$1M4.2KQ4 2025OLDER
WESTPAC BANKING CORP$1.4B AUM0.05%$683,1172.1KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.05%$204,502584Q3 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.05%$18M55.7KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.05%$293,184897Q1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.04%$3M8.1KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.04%$9M25.7KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M7.0KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.04%$250,694767Q1 2026OLDER
Unison Advisors LLC$1.3B AUM0.04%$558,9131.7KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.04%$17M53.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.04%$24M74.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.04%$265M812.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$8M24.1KQ1 2026OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.04%$237,106677Q3 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.04%$8M24.3KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.04%$918,4492.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$42M127.6KQ1 2026OLDER
Canvas Wealth Advisors, LLC$588M AUM0.04%$225,926691Q1 2026OLDER
Traynor Capital Management, Inc.$1.7B AUM0.04%$651,4922.0KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.04%$1M4.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.04%$5M16.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.04%$4M11.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.04%$709M2.17MQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.04%$25M73.8KQ4 2025OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.04%$541,3421.6KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.04%$22M68.1KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.04%$615,6711.8KQ4 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.04%$4M11.4KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.04%$1M3.2KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.04%$3M8.8KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.04%$32M92.8KQ4 2025OLDER
CAMBIENT FAMILY OFFICE, LLC$716M AUM0.03%$250,040765Q1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.03%$299,394916Q1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.03%$316,391968Q1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.03%$1M3.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.03%$4M12.4KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.03%$4M11.9KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.03%$52,296160Q1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.03%$381,7511.1KQ3 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.03%$4M11.6KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.03%$6M17.5KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.03%$1M3.4KQ3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$47,066144Q1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.03%$1M3.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.03%$18M54.2KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.03%$5M15.0KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.03%$4M12.3KQ4 2025OLDER
Korea Investment CORP$48.3B AUM0.03%$14M43.8KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M5.8KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.03%$2M6.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$40M121.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.03%$26M81.1KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.03%$18M54.1KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$366,1591.1KQ4 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$201,013615Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$136M414.9KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.03%$13M40.6KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.03%$2M7.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$20M60.8KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.03%$2M6.6KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.03%$707,9572.2KQ1 2026OLDER
Aware Super Pty Ltd as trustee of Aware Super$6.6B AUM0.03%$2M6.0KQ4 2025OLDER
Full Sail Capital, LLC$1.8B AUM0.03%$487,5201.4KQ3 2025OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M3.6KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.03%$217,365665Q1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$703,9622.0KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.03%$1.8B5.37MQ4 2025OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.03%$5M14.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$11M34.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$6M17.6KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.03%$285,020872Q1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.03%$651,5881.8KQ2 2026
FIRST FINANCIAL CORP /IN/$289M AUM0.02%$71,446200Q2 2026
Rossby Financial, LCC$489M AUM0.02%$119,184368Q1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$1M3.4KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.02%$37,257115Q1 2026OLDER
Red Door Wealth Management, LLC$962M AUM0.02%$231,160707Q1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.02%$763,8482.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$386M1.18MQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.02%$28M84.7KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.02%$368,0331.1KQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$247,911746Q4 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$748,5232.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$770,6642.3KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.02%$40M123.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.02%$31,37896Q1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$302,336925Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$618,0081.7KQ2 2026
Avidian Wealth Enterprises, LLC$3.2B AUM0.02%$726,9162.2KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.02%$26M79.2KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$7M20.3KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.02%$48M146.3KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.02%$374,6421.1KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M6.8KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$248,404732Q4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$26M80.6KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.02%$532,4571.6KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$2M5.7KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$7M22.0KQ1 2026OLDER
Czech National Bank$18.3B AUM0.02%$4M11.3KQ2 2026
Arizona State Retirement System$17.1B AUM0.02%$4M11.4KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.02%$140,792402Q3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$20M62.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$861M2.63MQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.02%$103M315.7KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.02%$4M11.5KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.02%$3M8.0KQ1 2026OLDER
Legacy Private Trust Co.$1.6B AUM0.02%$343,1921.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$12M35.5KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$4M13.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$605M1.85MQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.02%$31M95.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$4M12.0KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.02%$4M12.1KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$344,1011.0KQ4 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$31M96.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M4.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$226,484634Q2 2026
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.02%$707,9572.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.02%$87M267.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.02%$7M21.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$42M127.3KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.02%$7M21.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.02%$9M28.3KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.02%$12M36.6KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.02%$3M9.5KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.02%$280,764859Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.02%$534,4001.6KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.02%$24,84076Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M4.7KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$75M229.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.02%$70M215.4KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.02%$8M23.6KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.02%$588,9411.7KQ1 2026OLDER
Amundi$367.1B AUM0.02%$70M213.0KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.02%$804,0512.5KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$31M94.0KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.02%$7M20.1KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M6.1KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.1B3.30MQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$309912Q4 2025OLDER
Bison Wealth, LLC$1.1B AUM0.02%$205,374655Q3 2025OLDER
Aberdeen Group plc$61.9B AUM0.02%$12M35.5KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.02%$6M20.7KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.02%$690,3072.1KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.02%$13M39.8KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$12M36.3KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.02%$479,8161.5KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.02%$309,854948Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$134M410.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$116M354.8KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.02%$593,5601.8KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.02%$274,931785Q3 2025OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.02%$348,2591.1KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.02%$2M4.8KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.02%$489,6211.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M4.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.02%$52M160.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M5.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$107M326.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$420,6561.3KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.02%$396,4691.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$230,079678Q4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.02%$3M8.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.02%$31M95.4KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.02%$365,9901.0KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.02%$12M36.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.02%$4M12.4KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$5M15.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$4M13.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$9M26.9KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.02%$788,0352.4KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.02%$6M17.0KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.02%$29,09089Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M12.5KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$1M4.3KQ1 2026OLDER
Fragasso Financial Advisors Inc$1.9B AUM0.02%$301,145843Q2 2026
SIG BROKERAGE, LP$3.8B AUM0.02%$553,3631.6KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.02%$11M34.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M9.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.02%$15M45.6KQ1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.02%$163,425500Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$4M12.8KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.02%$3M10.3KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$879,3532.7KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.01%$265,729813Q1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$376,5311.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$558,9091.6KQ4 2025OLDER
Argent Trust Co$2.9B AUM0.01%$433,4021.3KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$8M25.6KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$12M37.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$553,3571.7KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M13.0KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$218,541644Q4 2025OLDER
Quent Capital, LLC$1.4B AUM0.01%$198,754608Q1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$280,642827Q4 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$643,2412.0KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$271,612831Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$3M7.8KQ4 2025OLDER
Piscataqua Savings Bank$148M AUM0.01%$20,00456Q2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$17M51.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$657,2952.0KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M6.2KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$3M9.9KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.01%$3M7.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$70M215.5KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$2M4.8KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$888,5422.7KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.01%$217,184640Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$240,562736Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M3.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$5M14.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$51M156.3KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.01%$311,870954Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$15M45.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$686,3852.1KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$985,7803.0KQ1 2026OLDER
Sachetta, LLC$184M AUM0.01%$21,89967Q1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$4M11.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M4.2KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$5M14.6KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$8M24.5KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.01%$201,913595Q4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M4.8KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$10M29.5KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.01%$780,5192.4KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.01%$2M5.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$74M225.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$45M137.7KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$255,270781Q1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$283,641810Q3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$359,8621.1KQ1 2026OLDER
Saudi Central Bank$4.7B AUM0.01%$506,2911.5KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.01%$16,34350Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$472,2991.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$44M134.5KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$287,188820Q3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$82,367252Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.01%$19,28459Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$17,32353Q1 2026OLDER
Grove Bank & Trust$1.0B AUM0.01%$100,382281Q2 2026
Independent Advisor Alliance$9.3B AUM0.01%$926,1312.8KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.01%$3M8.0KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$440,9551.3KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$3M8.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M4.2KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.01%$841,3122.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$6M18.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$35,300108Q1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$2M5.6KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.01%$544,5331.7KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.01%$255,318729Q3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M5.8KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.01%$3M8.6KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$2M5.7KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$379,8001.2KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$326,064931Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$24M73.8KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$1M4.2KQ1 2026OLDER
PROSPERITY BANCSHARES INC$125M AUM0.01%$11,11334Q1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$598,4621.8KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$1M4.4KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$764,9022.2KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$12,60836Q3 2025OLDER
GenTrust, LLC$2.3B AUM0.01%$201,340616Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$144M425.2KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.01%$2M6.7KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.01%$545,5131.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$71M216.8KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M14.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M6.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$947,2102.9KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$13,65939Q3 2025OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.01%$475,2391.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M45.5KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.01%$214,341612Q3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$7M20.5KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.01%$3M9.8KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$10M29.4KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$406,6011.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$7M20.1KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.01%$30,07092Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$18M54.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$9M27.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$635,7231.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M16.1KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$211,415623Q4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$80,405246Q1 2026OLDER
SUMMITRY LLC$2.8B AUM0.01%$201,994618Q1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$226,508693Q1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$540,6101.7KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M5.7KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$8M23.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$393,4771.1KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$144,019424Q4 2025OLDER
FIL Ltd$128.7B AUM0.01%$9M26.4KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.01%$218,202643Q4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.01%$5M15.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M3.3KQ1 2026OLDER
Quarry LP$558M AUM0.01%$36,280111Q1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$15,68948Q1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$247,613729Q3 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$839,6782.6KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.01%$502,1661.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$6M18.6KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$293,511898Q1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$10,66233Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$74,371227Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M11.0KQ1 2026OLDER
OSSIAM$5.7B AUM0.01%$354,3051.1KQ1 2026OLDER
Swedbank AB$95.1B AUM0.01%$6M17.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$329,7911.0KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$540,5501.6KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M4.6KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.01%$81,713250Q1 2026OLDER
Activest Wealth Management$569M AUM0.01%$32,35899Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.01%$41,510127Q1 2026OLDER

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