SEC 13F Intelligence

GATES INDL CORP PLC

CUSIP G39108108

Gates Indl Corp PLC has 381 institutional holders in Filings Flow’s 13F database, together reporting 260.67M shares worth $5.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and FMR LLC.

Institutional Holders
381
Q1 2026
Reported Value
$5.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 72Q4 ’18Q1 ’19: 74Q2 ’19: 82Q2 ’19Q3 ’19: 78Q2 ’21: 144Q2 ’21Q4 ’21: 146Q4 ’22: 164Q4 ’22Q4 ’25: 371Q1 ’26: 381Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $4.0BQ4 ’18Q1 ’19: $4.4BQ2 ’19: $3.5BQ2 ’19Q3 ’19: $3.3BQ2 ’21: $6.4BQ2 ’21Q4 ’21: $6.3BQ4 ’22: $2.8BQ4 ’22Q4 ’25: $5.5BQ1 ’26: $5.5BQ1 ’26Q2 ’26: $12Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Paradice Investment Management LLC$532M AUM5.40%$29M1.27MQ1 2026OLDER
Shellback Capital, LP$703M AUM2.26%$16M702.1KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM2.11%$82M3.64MQ1 2026OLDER
FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM1.87%$150M6.65MQ1 2026OLDER
EVR Research LP$250M AUM1.45%$4M160.0KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM1.40%$18M799.3KQ1 2026OLDER
KLCM Advisors, Inc.$1.2B AUM1.33%$16M697.9KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM1.21%$25M1.09MQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.93%$18M803.4KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.85%$18M774.6KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.77%$36M1.60MQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.71%$10M426.6KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.56%$5M210.8KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.49%$291M12.60MQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.46%$6M242.4KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.45%$1M47.4KQ3 2025OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.44%$25M1.11MQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.41%$4M174.2KQ1 2026OLDER
De Lisle Partners LLP$836M AUM0.37%$3M137.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.37%$2M100.0KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.35%$943,83241.7KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.33%$2M83.9KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.28%$17M702.0KQ3 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.28%$39M1.58MQ3 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.27%$15M646.5KQ1 2026OLDER
Storgate, LLC$127M AUM0.27%$324,64815.1KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.26%$948,69544.2KQ4 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.26%$2M63.3KQ2 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.24%$15M700.0KQ4 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.23%$8M357.9KQ4 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.22%$35M1.53MQ1 2026OLDER
MQS Management LLC$148M AUM0.20%$337,20513.6KQ3 2025OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.19%$31M1.37MQ1 2026OLDER
VARCOV Co.$268M AUM0.19%$505,60522.4KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.18%$24M1.13MQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.18%$1M48.9KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.17%$422,40018.7KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.16%$4M171.0KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.15%$2M68.7KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.15%$21M992.1KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.14%$5M255.6KQ4 2025OLDER
ADVISORY RESEARCH INC$813M AUM0.14%$1M52.0KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.14%$183M8.08MQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.14%$593,28626.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.14%$80M3.54MQ1 2026OLDER
Sciencast Management LP$785M AUM0.13%$972,76345.3KQ4 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.13%$3M118.8KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.12%$8M305.9KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.12%$16M727.1KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM0.11%$2M97.1KQ4 2025OLDER
Riverwater Partners LLC$300M AUM0.11%$333,70114.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.11%$6M257.9KQ1 2026OLDER
Sendero Wealth Management, LLC$904M AUM0.11%$974,33343.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.10%$33M1.45MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.10%$3M127.7KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.10%$1M55.7KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.10%$19M858.2KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.10%$321,66415.0KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.10%$236,53511.0KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.09%$79M3.18MQ3 2025OLDER
State of Wyoming$844M AUM0.09%$773,39834.2KQ1 2026OLDER
Impax Asset Management Group plc$14.3B AUM0.09%$12M552.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.08%$3M111.1KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$657,63126.5KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.08%$48M2.10MQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.08%$483,02219.5KQ3 2025OLDER
K.J. Harrison & Partners Inc$608M AUM0.07%$452,20020.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.07%$236,90810.5KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$543,81624.1KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.06%$1M53.6KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.06%$59M2.59MQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.06%$88M3.90MQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.06%$223,9979.9KQ1 2026OLDER
Optas, LLC$661M AUM0.06%$379,73416.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$1M55.1KQ4 2025OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.06%$1M47.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.06%$118M5.23MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$261M11.55MQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.05%$372,13816.5KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.05%$2M68.9KQ1 2026OLDER
111 Capital$406M AUM0.05%$203,9429.0KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.05%$4M146.5KQ3 2025OLDER
Massar Capital Management, LP$934M AUM0.05%$437,97819.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.05%$33M1.48MQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.05%$206,4757.4KQ2 2026
Louisiana State Employees Retirement System$5.7B AUM0.04%$3M112.6KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.04%$29M1.36MQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.04%$3M151.9KQ1 2026OLDER
STEPH & CO$351M AUM0.04%$149,2266.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.04%$172M7.61MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$65M2.89MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.04%$1M57.7KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$429,98216.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.04%$453,33816.2KQ2 2026
Gotham Asset Management, LLC$32.7B AUM0.04%$12M535.5KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$575,67425.5KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.04%$6M291.9KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.04%$338,54015.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$75M3.45MQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.03%$8M344.1KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$369,49316.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M100.4KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.03%$611,42027.0KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.03%$673,34231.4KQ4 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.03%$215,0219.5KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$3M115.5KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.03%$8M370.8KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.03%$2M65.5KQ2 2026
Tidal Investments LLC$47.4B AUM0.03%$13M581.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$51M2.25MQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.03%$23M996.7KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M48.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$29M1.27MQ1 2026OLDER
STRS OHIO$25.2B AUM0.02%$6M276.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.02%$3M157.8KQ4 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.02%$362,39714.6KQ3 2025OLDER
TCI Wealth Advisors, Inc.$1.9B AUM0.02%$436,55419.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.02%$111M4.89MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$149M6.58MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$21M983.1KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.02%$395,84218.4KQ4 2025OLDER
FMR LLC$1.90T AUM0.02%$407M18.01MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M111.0KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M81.5KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$243,01210.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$39M1.72MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M72.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$57,4763.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$641,19728.4KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.02%$391,47017.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M58.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M206.9KQ3 2025OLDER
AdvisorShares Investments LLC$549M AUM0.02%$100,1364.7KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.02%$3M110.7KQ3 2025OLDER
BAILARD, INC.$4.4B AUM0.02%$721,25931.9KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$225,22010.5KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M257.5KQ4 2025OLDER
CERTUITY, LLC$1.5B AUM0.02%$245,65810.9KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.02%$694,51230.7KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$777,08334.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$431,43715.4KQ2 2026
Point72 Asset Management, L.P.$78.1B AUM0.02%$12M548.9KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$312,76413.8KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M81.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$296M13.09MQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$431,02417.4KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.02%$325,74214.4KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$210,0929.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$28M1.23MQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$267,53812.5KQ4 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$311,95914.5KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$9M376.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$495,69021.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$8M355.8KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$129,1035.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$49M2.18MQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.01%$235,30210.4KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$281,85611.4KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M365.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$9M400.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M244.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M55.3KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.01%$862,25930.8KQ2 2026
BlackRock, Inc.$5.72T AUM0.01%$672M29.73MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$368,40816.3KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$344,97313.9KQ3 2025OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$276,81811.2KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$13M571.7KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$338,45315.8KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$159M7.56MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M62.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$32M1.49MQ1 2026OLDER
Quarry LP$558M AUM0.01%$55,3722.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$53M2.35MQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$845,56937.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$59M2.63MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$880,97639.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M70.9KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$6M257.4KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$287,15811.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$36M1.58MQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$400,36115.7KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M74.8KQ3 2025OLDER
Ethic Inc.$6.4B AUM0.01%$560,68324.8KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$302,13412.2KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M130.6KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$227,90910.1KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$722,72932.0KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M52.7KQ3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$851,81137.7KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M94.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$569M26.50MQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$34M1.51MQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$161,4626.5KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$360,81116.0KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$211,2239.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$52M2.30MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$51M2.25MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$656,84329.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M303.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M62.8KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$301,23313.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$574,22625.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M94.2KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.01%$45,1302.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M70.2KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$17,710769Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$26M1.13MQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$185,5318.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$12M511.3KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$1M55.0KQ3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$949,25842.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$258M11.42MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$102M4.50MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$182M8.07MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M461.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$55M2.42MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$460,40820.4KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$267,92911.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M138.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M80.0KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$471,01220.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M64.0KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M50.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$4M173.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M227.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M84.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$7M313.4KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M56.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$37M1.65MQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$282,33212.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$422,98818.7KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.00%$241,92710.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M237.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$307,22513.6KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.00%$201,2068.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$2M106.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M92.7KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M79.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M121.0KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M62.2KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$45,3582.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$65M3.04MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$932,34741.2KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$13,784642Q4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$624,01327.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$141,0416.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$192,3438.5KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M113.2KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$329,30414.6KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$12,594557Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$338,49415.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$508,20522.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$252,50811.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$8M335.6KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M57.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$854,05634.4KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$326,98614.5KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.00%$2M83.5KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$320,36114.2KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$166,0037.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$43M1.92MQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$444,78419.7KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$18,264653Q2 2026
Forum Financial Management, LP$7.1B AUM0.00%$241,51611.2KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$855,51737.8KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$303,04213.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$13M589.3KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.00%$107,4654.8KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$462,48820.5KQ2 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$3M129.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M70.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$555,21124.6KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$217,7579.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$9,632426Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$3M119.2KQ4 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$922,46540.8KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$392,48717.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M121.7KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$506,91622.4KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$28,5111.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M95.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$862,45838.1KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$399,40617.7KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M57.0KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$418,19518.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M131.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M60.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$66,6102.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$396,94117.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$11M489.5KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$952,92143.2KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$240,41210.6KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$213,3538.6KQ3 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$460,06318.5KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$100,3724.7KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$205,5709.1KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$14,786654Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$10,559467Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M49.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M171.6KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$480,11819.3KQ3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$9,564423Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M59.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$46,6902.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$305,07813.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$12,734563.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$2,714120Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$128,7195.7KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M77.2KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$44,6102.0KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$5,268233Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M407.3KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M54.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,155228Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M104.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$244,54311.4KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$1,67374Q1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$208,0129.2KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$224,2469.9KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$395,92317.5KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$332,50314.7KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M107.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M263.4KQ2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$266,01312.4KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$23,5601.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$6,783300Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$70,8603.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$221,7139.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$57,3392.5KQ2 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$21,340925Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$818,75336.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$932,27841.2KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,49266Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$5,453254Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$12,369547Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$4,205186Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M154.7KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$128,7195.7KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$4,635205Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$693,39627.9KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M124.2KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$350,86215.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$454,71020.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$88,6353.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$434,22519.2KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$237,15810.5KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1,01845Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$4,816213Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M141.3KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$215,28010.0KQ4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$286,96612.7KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$1,62258Q2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$888,57339.3KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$89532Q2 2026
Torren Management, LLC$201M AUM0.00%$1,28957Q1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$413,55116.7KQ3 2025OLDER
Kilter Group LLC$232M AUM0.00%$1,44864Q1 2026OLDER
Amundi$367.1B AUM0.00%$2M91.7KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$10,327481Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$37,4881.7KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$92741Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,96887Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$1,24455Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$335,28314.8KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$226,10010.0KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$634,66228.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$336,68614.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$209,8489.8KQ4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$3,594159Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,465109Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$1,11940Q2 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$5,879260Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$984,25843.5KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$172,9418.1KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$22,565998Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$217,8709.6KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$66631Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$158,4507.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$206,8829.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M105.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$213,2129.4KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,13150Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$677,87231.6KQ4 2025OLDER
Signature Equity Partners, LLC$186M AUM0.00%$43019Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$2,600115Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$323,20914.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,15351Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$562,33424.9KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$429,45419.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,957175Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,92285Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$36,6511.6KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$99340Q3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2,19397Q1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$2,940130Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$72332Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$90039Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$47521Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$343,47115.2KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$45220Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$1,76271Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$9,677428Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$4,402205Q4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$54,2642.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$5,230187Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$1,08648Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$61127Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$5,472242Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,01845Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$26,9061.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$19,965883Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$17,252763Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$46,6902.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$25,3011.1KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$28,3331.3KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,165140Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$23907Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$20,326899Q2 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$7,597336Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$92343Q4 2025OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$1296Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$36,7191.6KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$12,658510Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$44318Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,49266Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$45320Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$22710Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$4,638216Q4 2025OLDER
Purpose Unlimited Inc.$2.4B AUM0.00%$1,04046Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$81638Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$8,502376Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$34416Q4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1747Q3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$45220Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$35,9491.6KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$45220Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$6,783300Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$21,299942Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$72432Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1587Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2529Q2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$24911Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$61127Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$8314Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$211Q4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$462Q1 2026OLDER

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