SEC 13F Intelligence

FRESH DEL MONTE PRODUCE INC

CUSIP G36738105

Fresh Del Monte Produce Inc has 251 institutional holders in Filings Flow’s 13F database, together reporting 33.83M shares worth $1.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
251
Q1 2026
Reported Value
$1.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 112Q4 ’18Q1 ’19: 104Q2 ’19: 100Q2 ’19Q3 ’19: 108Q2 ’21: 127Q2 ’21Q4 ’21: 125Q4 ’22: 144Q4 ’22Q4 ’25: 238Q1 ’26: 251Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.3BQ2 ’19: $1.2BQ2 ’19Q3 ’19: $1.7BQ2 ’21: $2.5BQ2 ’21Q4 ’21: $2.2BQ4 ’22: $248MQ4 ’22Q4 ’25: $1.1BQ1 ’26: $1.3BQ1 ’26Q2 ’26: $19Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
OUTFITTERS FINANCIAL LLC$129M AUM1.03%$1M33.1KQ1 2026OLDER
Carrera Capital Advisors$649M AUM0.82%$5M132.4KQ3 2025OLDER
SummerHaven Investment Management, LLC$163M AUM0.56%$914,98922.7KQ1 2026OLDER
Sylvest Advisors, LLC$188M AUM0.56%$1M26.2KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM0.37%$56M1.38MQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.37%$2M42.0KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.35%$10M239.9KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.33%$16M406.4KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.32%$7M172.2KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.30%$3M72.1KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.25%$653,70216.2KQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.24%$1M31.9KQ1 2026OLDER
CoreCommodity Management, LLC$538M AUM0.21%$1M27.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.17%$514,52216.7KQ1 2026OLDER
Humankind Investments LLC$175M AUM0.15%$661,06919.0KQ3 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.15%$2M49.4KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.11%$3M81.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.06%$10M244.9KQ2 2026
Sherman Asset Management, Inc.$109M AUM0.06%$65,8651.6KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.05%$2M52.6KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.05%$446,88611.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.05%$3M91.8KQ2 2026
Virtus Investment Advisers, LLC$363M AUM0.05%$180,6474.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$219,0006.2KQ4 2025OLDER
Blue Zone Wealth Advisors, LLC$491M AUM0.05%$237,4506.8KQ3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.05%$15M375.2KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.05%$7M194.8KQ4 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.04%$1M34.2KQ4 2025OLDER
Harvest Investment Services, LLC$547M AUM0.04%$214,5865.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.04%$187,5575.4KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$65M1.63MQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$11M264.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$232,3796.5KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$8M187.5KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.03%$970,76634.8KQ2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$133M3.31MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$843,60921.0KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.03%$36,234900Q1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$220,9236.4KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M60.6KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M65.8KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.02%$2M53.1KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.02%$24,050675Q4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$640,65715.9KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.02%$3M69.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$16M404.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$289,3087.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$968,13224.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$384,7259.6KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M52.2KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$4M107.5KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$14M340.9KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$4M98.6KQ2 2026
PEAK6 LLC$42.6B AUM0.01%$6M151.0KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$906,14225.4KQ4 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$551,56213.7KQ1 2026OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM0.01%$20,437508Q1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$644,60316.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$587,79614.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M127.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$6M138.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$695,04917.3KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.01%$25M626.2KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$586,43416.5KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$525,47413.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$189,5096.8KQ2 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$526,77215.2KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$2M56.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M43.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$115M2.86MQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$321,1548.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$11,788331Q4 2025OLDER
Investors Research Corp$523M AUM0.01%$32,067900Q4 2025OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$6M156.6KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$310,4857.7KQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$41M1.03MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$342,2009.9KQ3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$88,3712.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$32M802.4KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$239,0975.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$31M773.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M106.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$242,0877.0KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M64.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$66,7911.7KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$351,6718.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$227,8315.7KQ2 2026
ALPS ADVISORS INC$21.3B AUM0.00%$867,84521.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M28.9KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$339,1918.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$44,4051.6KQ2 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$301,4677.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$223M5.55MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$754,27118.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$7M176.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$9M222.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$111,8022.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$5M118.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M38.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M95.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$328,0798.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$370,3529.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M45.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M71.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M43.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$7M163.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M51.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$297,2407.4KQ1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$27,9101.0KQ2 2026
Arizona State Retirement System$17.1B AUM0.00%$449,10011.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$24,840617Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$203,4345.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$963,13223.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$96,5432.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$78,1051.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$170M4.76MQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$237,9375.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$4M87.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$10M254.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M188.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$9M219.3KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$271,6346.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$249,6936.2KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$213,8615.3KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$6,527188Q3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$9M218.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$903,71622.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$33M813.1KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$249,4107.0KQ4 2025OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.00%$251Q4 2025OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$4,832120Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M357.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$16M405.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M80.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$54M1.34MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M70.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$369,0789.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$10M237.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$328,2008.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$66M1.63MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M37.9KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$14,373357Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$41,0251.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M31.2KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$282,9887.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M37.4KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$58,3771.4KQ1 2026OLDER
Creative Capital Management Investments LLC$348M AUM0.00%$4,204118Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M34.2KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,28832Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$208,2655.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M27.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,509112Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$6M150.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$965,00027.8KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$382,7129.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M30.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$79,0712.0KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$310,1647.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$17M472.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$311,3169.0KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M42.6KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4,026100Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,25645Q2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$686,43317.1KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$124,9273.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M80.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$221,4305.5KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$9,611233Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$627,21115.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M90.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M99.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$53,7471.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$748,12118.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$921,95422.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$391,4889.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$458,20212.9KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$493,10412.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M132.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,337530Q1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$233,3475.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$693,11617.2KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$523,34013.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$6,082151Q1 2026OLDER
Quarry LP$558M AUM0.00%$2,85871Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$266,6426.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M40.6KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,03329Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$12,295298Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M32.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$727,35120.4KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,99556Q2 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$331,7428.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$322,8458.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M64.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$331,8928.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$266,4816.6KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$2,56172Q4 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$1,29740Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,04230Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M107.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$649,27316.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$208,0245.2KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$64416Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$7,127177Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$377,1569.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$670,65016.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M100.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$81,0032.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$974,11524.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$239,7896.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$8,294206Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$5M115.0KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$92623Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$242,0436.0KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,49037Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$267,8716.7KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1,32933Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M31.2KQ2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,93148.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M32.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,90597Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$277,3516.9KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$6,562163Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$359,6838.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$8,253205Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$44,1251.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$269,1386.7KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$305,8457.6KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$3,22180Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$87,6462.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,033125Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$588,07814.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$52115Q3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$60415Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M29.2KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1624Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$88622Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$324,0538.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$20,453508Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$63,8121.6KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$68517Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$3228Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$5,878146Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$28,148790Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$3139Q3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$36,5211.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$41,6681.0KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$80520Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$5,864146Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1304Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$2146Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$252,0006.3KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$812Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$36,315902Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2,49662Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$8,777218Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,63976Q3 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$72518Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2106Q3 2025OLDER
Davis Capital Management$169M AUM0.00%$562Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$53,6671.3KQ1 2026OLDER
Trium Capital LLP$142M AUM0.00%$401Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$92623Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$13,688340Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$19,569486Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$83730Q2 2026
Spire Wealth Management$3.3B AUM0.00%$69825Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$39,724948Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3629Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2,77880Q3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,743107Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1624Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,57039Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$62518Q3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$14,252400Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$46313Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$401Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$96624Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$64416Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2858Q4 2025OLDER

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