SEC 13F Intelligence

ROYALTY PHARMA PLC

CUSIP G7709Q104

Royalty Pharma PLC has 585 institutional holders in Filings Flow’s 13F database, together reporting 2.86M shares worth $112M as of Q2 2026. The largest reported holders are Morgan Stanley, Capital International Investors, and Blackrock, Inc..

Institutional Holders
585
Q2 2026
Reported Value
$16.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 205Q2 ’21Q4 ’21: 238Q4 ’21Q4 ’22: 305Q4 ’22Q4 ’25: 531Q4 ’25Q1 ’26: 585Q1 ’26Q2 ’26: 24Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $29.5BQ2 ’21Q4 ’21: $42.3BQ4 ’21Q4 ’22: $3.2BQ4 ’22Q4 ’25: $13.5BQ4 ’25Q1 ’26: $16.7BQ1 ’26Q2 ’26: $112MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Caledonia (Private) Investments Pty Ltd$3.4B AUM10.00%$344M7.17MQ1 2026OLDER
Dorsey Asset Management, LLC$1.3B AUM8.70%$109M2.28MQ1 2026OLDER
Regal Partners Ltd$1.8B AUM6.84%$126M2.62MQ1 2026OLDER
Davern Capital Partners, LP$365M AUM6.84%$25M520.0KQ1 2026OLDER
Patient Capital Management, LLC$2.7B AUM6.39%$175M3.64MQ1 2026OLDER
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM6.04%$126M2.63MQ1 2026OLDER
CM Management, LLC$120M AUM5.01%$6M125.0KQ1 2026OLDER
TORRAY INVESTMENT PARTNERS LLC$682M AUM4.54%$31M645.4KQ1 2026OLDER
COOPER INVESTORS PTY LTD$218M AUM4.23%$9M164.2KQ2 2026
Pacific Capital Partners Ltd$101M AUM3.89%$4M94.8KQ4 2025OLDER
Inlet Private Wealth, LLC$392M AUM2.65%$10M216.0KQ1 2026OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM2.12%$79M1.65MQ1 2026OLDER
KIRR MARBACH & CO LLC /IN/$549M AUM2.08%$11M237.9KQ1 2026OLDER
Goodman Advisory Group, LLC$385M AUM2.07%$8M166.6KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM1.66%$29M598.6KQ1 2026OLDER
GENERAL ATLANTIC, L.P.$2.1B AUM1.59%$53M1.50MQ3 2025OLDER
Kearns & Associates LLC$186M AUM1.50%$3M58.2KQ1 2026OLDER
Rhenman & Partners Asset Management AB$810M AUM1.38%$11M233.0KQ1 2026OLDER
PARAGON CAPITAL MANAGEMENT INC$118M AUM1.32%$2M44.3KQ4 2025OLDER
Burkehill Global Management, LP$2.0B AUM1.27%$19M500.0KQ4 2025OLDER
Taproot Management LP$530M AUM1.17%$6M129.6KQ1 2026OLDER
MONETTA FINANCIAL SERVICES INC$129M AUM1.12%$1M30.0KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM1.05%$6M121.5KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM1.04%$63M1.31MQ1 2026OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM1.02%$6M124.0KQ1 2026OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM1.01%$27M570.6KQ1 2026OLDER
Aurora Investment Counsel$180M AUM0.99%$2M53.5KQ3 2025OLDER
Hosking Partners LLP$2.8B AUM0.86%$24M498.0KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.82%$50M1.05MQ1 2026OLDER
Marathon Asset Management Ltd$2.6B AUM0.81%$21M440.9KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.79%$775M16.16MQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.79%$19M388.5KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.79%$43M890.8KQ1 2026OLDER
FCG Investment Co$228M AUM0.77%$2M36.6KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.71%$15M306.4KQ1 2026OLDER
SEARLE & CO.$398M AUM0.68%$3M56.5KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.67%$7M147.1KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.64%$4M79.1KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.60%$39M694.9KQ2 2026
Swedbank AB$95.1B AUM0.58%$556M11.59MQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.58%$2M41.3KQ1 2026OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.58%$10M207.1KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.58%$2M48.4KQ1 2026OLDER
Odyssean, LLC$274M AUM0.57%$2M32.8KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.55%$359M7.48MQ1 2026OLDER
Friedenthal Financial$199M AUM0.53%$1M29.3KQ3 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.52%$10M214.4KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.52%$996,38320.8KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.51%$2M44.6KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.50%$598,43510.7KQ2 2026
Clark Capital Management Group, Inc.$16.2B AUM0.49%$79M1.64MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.48%$5M112.1KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.47%$6M130.4KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.47%$18M366.8KQ1 2026OLDER
Carmignac Gestion$6.5B AUM0.47%$30M631.2KQ2 2026
Collaborative Fund Advisors, LLC$162M AUM0.45%$724,49115.1KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.44%$4M88.7KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.43%$572,90211.1KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.41%$61M1.58MQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.41%$8M157.2KQ1 2026OLDER
R Squared Ltd$182M AUM0.40%$736,38715.4KQ1 2026OLDER
Capital International Investors$426.5B AUM0.39%$1.7B35.01MQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.39%$430,6749.0KQ1 2026OLDER
PACK Private Wealth, LLC$218M AUM0.38%$835,35017.4KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.38%$183M3.81MQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.38%$49M1.02MQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.35%$4M86.5KQ1 2026OLDER
Overbrook Management Corp$529M AUM0.35%$2M38.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.33%$6M121.8KQ1 2026OLDER
PSP Research LLC$188M AUM0.33%$616,77011.0KQ2 2026
SECTORAL ASSET MANAGEMENT INC$121M AUM0.33%$393,8347.2KQ1 2026OLDER
Partners Group Holding AG$1.4B AUM0.31%$4M87.1KQ1 2026OLDER
Board of the Pension Protection Fund$109M AUM0.30%$326,1966.8KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.30%$5M107.0KQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.29%$2M49.3KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.29%$2M44.0KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.29%$4M99.2KQ4 2025OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.27%$5M101.8KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.27%$644,28513.4KQ1 2026OLDER
Sciencast Management LP$785M AUM0.27%$2M44.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.27%$5M145.1KQ3 2025OLDER
MRP Capital Investments, LLC$115M AUM0.27%$316,8488.2KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.26%$8M175.8KQ1 2026OLDER
MQS Management LLC$148M AUM0.25%$430,02511.1KQ4 2025OLDER
BDF-GESTION$747M AUM0.25%$2M21.3KQ2 2026
BTG Pactual Asset Management US LLC$1.2B AUM0.25%$3M59.7KQ1 2026OLDER
Advisor Resource Council$309M AUM0.25%$762,81915.9KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.24%$3M87.6KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.24%$3M74.4KQ4 2025OLDER
Quantedge Capital Pte Ltd$183M AUM0.24%$494,59212.8KQ4 2025OLDER
ASAHI LIFE ASSET MANAGEMENT CO., LTD.$155M AUM0.23%$362,9417.6KQ1 2026OLDER
MMA ASSET MANAGEMENT LLC$284M AUM0.23%$649,03413.5KQ1 2026OLDER
Hunting Hill Global Capital, LLC$129M AUM0.22%$289,5476.0KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.22%$20M407.4KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.22%$1M21.0KQ1 2026OLDER
S-Bank Fund Management Ltd$671M AUM0.21%$1M29.9KQ1 2026OLDER
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$5.3B AUM0.21%$11M234.6KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.21%$30M616.4KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.20%$487,75312.6KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.20%$16M457.5KQ3 2025OLDER
Neo Ivy Capital Management$379M AUM0.19%$796,97522.6KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.19%$1M35.4KQ3 2025OLDER
BRAIDWELL LP$3.0B AUM0.19%$6M182.1KQ3 2025OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.19%$1M36.3KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.19%$5M103.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.18%$47M971.9KQ1 2026OLDER
Cumberland Partners Ltd$1.3B AUM0.18%$2M50.0KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.18%$6M129.1KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.18%$16M340.8KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.18%$72M1.49MQ1 2026OLDER
Autumn Glory Partners, LLC$272M AUM0.18%$479,70010.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.18%$6M127.2KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.17%$656,88017.0KQ4 2025OLDER
Strata Wealth Advisors, LLC$365M AUM0.17%$603,22312.6KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.16%$54M1.12MQ1 2026OLDER
Ruffer LLP$2.4B AUM0.16%$3M90.4KQ4 2025OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.16%$328,4408.5KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.15%$867,81518.7KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.15%$1M21.2KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.15%$1M23.7KQ1 2026OLDER
United Community Bank$300M AUM0.14%$434,6089.1KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.14%$372,4617.8KQ1 2026OLDER
ABS Direct Equity Fund LLC$131M AUM0.14%$180,7203.6KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.13%$24M493.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.13%$2M33.7KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.13%$696,17718.0KQ4 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.13%$4M78.4KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.13%$410,9118.6KQ1 2026OLDER
Sava Infond d.o.o.$705M AUM0.13%$904,71418.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.13%$2.1B55.27MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.13%$3M95.2KQ3 2025OLDER
Delta Global Management LP$1.2B AUM0.12%$2M44.3KQ4 2025OLDER
Qtron Investments LLC$738M AUM0.12%$886,53418.5KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.12%$5M104.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.12%$185M3.85MQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.12%$542,50614.0KQ4 2025OLDER
Barton Investment Management$797M AUM0.11%$905,43418.9KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.11%$24M496.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.11%$3M66.9KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.10%$1M33.9KQ4 2025OLDER
Andra AP-fonden$8.4B AUM0.10%$9M177.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.10%$102M2.12MQ1 2026OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.10%$1M24.1KQ1 2026OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.10%$430,6449.0KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.09%$604,10216.5KQ3 2025OLDER
OneAscent Wealth Management LLC$302M AUM0.09%$281,1525.9KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.09%$248,3895.2KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.09%$2M32.4KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.09%$218,5034.6KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.09%$488,91010.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.09%$108M2.25MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.09%$1M31.2KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.08%$31M814.1KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.08%$45M932.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.08%$180M3.78MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.08%$73M1.52MQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.08%$280,9605.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.08%$65M1.35MQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.08%$461,49813.1KQ3 2025OLDER
Bull Harbor Capital LLC$373M AUM0.07%$279,5215.8KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.07%$21M437.1KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$687,75317.8KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.07%$67M1.40MQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.07%$3M60.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.07%$11M229.0KQ2 2026
Sivia Capital Partners, LLC$516M AUM0.07%$358,7687.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.07%$100,3012.8KQ3 2025OLDER
DANSKE BANK A/S$41.5B AUM0.07%$28M588.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.07%$4M73.3KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.07%$516,63612.2KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.07%$56M1.18MQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.06%$45M944.6KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.06%$1M28.6KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.06%$34M716.9KQ1 2026OLDER
FMR LLC$1.90T AUM0.06%$1.2B25.15MQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.06%$982,19527.8KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.06%$38M790.9KQ1 2026OLDER
Napier Financial, LLC$436M AUM0.06%$246,9025.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.06%$1M28.7KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.06%$444,9699.3KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.06%$7M142.9KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.06%$13M270.3KQ1 2026OLDER
Capital World Investors$732.9B AUM0.05%$386M8.04MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$96M2.01MQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.05%$2M39.7KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$510,44910.6KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.05%$79,4881.7KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.05%$9M184.2KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.05%$6M120.8KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.05%$630,56613.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$6M123.6KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.05%$15M318.4KQ1 2026OLDER
AUGUSTINE ASSET MANAGEMENT INC$444M AUM0.05%$227,5566.5KQ3 2025OLDER
USA FINANCIAL FORMULAS$531M AUM0.05%$258,2857.3KQ3 2025OLDER
Aberdeen Group plc$61.9B AUM0.04%$28M573.7KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.04%$8M168.3KQ1 2026OLDER
Bellevue Group AG$4.2B AUM0.04%$2M38.3KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$398,37810.3KQ4 2025OLDER
Harvest Investment Services, LLC$547M AUM0.04%$237,8355.0KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.04%$259,8535.4KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.04%$2M47.7KQ4 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.04%$258,3665.4KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.04%$893,44118.6KQ1 2026OLDER
1834 INVESTMENT ADVISORS CO$801M AUM0.04%$335,1609.5KQ3 2025OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.04%$8M162.8KQ1 2026OLDER
Amundi$367.1B AUM0.04%$148M3.09MQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.04%$8M173.7KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.04%$61M1.27MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.04%$18M373.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.04%$118M2.45MQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.04%$74M1.54MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.04%$36M759.0KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.04%$13M270.5KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.04%$908,93718.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$86,7082.2KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.04%$1M28.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.04%$161M3.36MQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$215,1934.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$19M402.0KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.03%$37M788.0KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.03%$11M261.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M57.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.03%$18M379.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.03%$4M79.6KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.03%$167,1753.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.03%$39M806.1KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.03%$503,34910.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.03%$57M1.19MQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.03%$311,5176.5KQ1 2026OLDER
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.03%$478,64510.0KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.03%$3M80.6KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M50.7KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$54M1.12MQ1 2026OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.03%$218,2644.5KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.03%$5M150.5KQ3 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.03%$4M86.6KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.03%$274,7245.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.03%$5M110.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.03%$149M3.10MQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.03%$3M62.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$18M382.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$24M490.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.03%$8M158.2KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.03%$3M57.4KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.03%$103,3752.2KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.03%$793,76016.5KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.03%$6M119.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.03%$10M202.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.03%$180M3.75MQ1 2026OLDER
SUMITOMO LIFE INSURANCE CO$4.3B AUM0.03%$1M24.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.03%$20M419.1KQ1 2026OLDER
National Pension Service$131.7B AUM0.03%$36M742.4KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.03%$1M26.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$38M786.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.03%$44M907.3KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.03%$252,8025.3KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.03%$1M25.1KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.03%$16M323.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$7M138.7KQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.03%$1M25.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.03%$443,9149.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.03%$98M2.04MQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$561,05314.5KQ4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.02%$292,3486.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$2M34.9KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.02%$4M79.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$183M3.81MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M59.0KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.02%$545,51511.4KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$439,0699.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$377M7.87MQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.02%$943,00924.4KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$5M104.8KQ1 2026OLDER
Fullerton Fund Management Co Ltd.$1.2B AUM0.02%$602,33517.1KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$10M211.6KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$2M33.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.02%$5M117.1KQ4 2025OLDER
USS Investment Management Ltd$25.6B AUM0.02%$6M122.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$141M2.94MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$73M1.52MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$145M3.03MQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.02%$564,80111.8KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.02%$11M220.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.2B25.91MQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.02%$2M33.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.02%$8M172.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$7M137.0KQ1 2026OLDER
Quarry LP$558M AUM0.02%$118,1022.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M34.2KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$940,69119.6KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.02%$7M150.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$5M118.7KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$82M1.72MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$927,50119.3KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.02%$2M32.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.02%$72,0991.5KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.02%$732,31015.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$958,24920.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$22M459.3KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.02%$373,1117.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$6M167.0KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.02%$605,75212.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M38.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$527M10.99MQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.02%$3M52.6KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.02%$1M29.0KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.02%$7M141.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$936,13519.5KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.02%$325,1776.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$17M352.4KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.02%$4M81.5KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.02%$1M21.1KQ1 2026OLDER
LBP AM SA$7.3B AUM0.02%$1M26.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.02%$133M2.77MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$549,04211.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$18M379.7KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.02%$10M218.0KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.02%$242,3445.1KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.02%$3M55.9KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.02%$4M92.1KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.02%$2M31.4KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.02%$439,3099.2KQ1 2026OLDER
Saudi Central Bank$4.7B AUM0.02%$718,68715.0KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.02%$4M109.6KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$46M1.20MQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$14M292.9KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.01%$94,6922.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$4M95.1KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$14M286.3KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$21M442.8KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$18M365.5KQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.01%$239,8505.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$122M2.55MQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$254,6657.4KQ3 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$375,3587.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$4M100.5KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M47.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$10M200.5KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$3M66.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$87M1.81MQ1 2026OLDER
ABN AMRO Bank N.V.$9.3B AUM0.01%$1M25.1KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.01%$342,1707.1KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$219,0125.7KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.01%$569,69211.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$15M309.7KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$762,81915.9KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$273,3815.7KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.01%$138,9212.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$168M3.50MQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.01%$853,85718.4KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$7M143.8KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$253,1216.5KQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$534,79610.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$475,8159.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$700,90819.9KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$3M58.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$313,7125.6KQ2 2026
Lloyd Advisory Services, LLC.$349M AUM0.01%$29,814772Q4 2025OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.01%$205,0244.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$368,1417.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$62M1.30MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$8M161.4KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$338,4147.1KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.01%$1M21.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$52M1.08MQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$92,7881.93MQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.01%$860,00222.1KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$39M805.8KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$13M263.9KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$590,96112.3KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.01%$24,753516Q1 2026OLDER
SMA Capital LLC$232M AUM0.01%$23,074481Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$8M170.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M51.0KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.01%$11,369237Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$22M460.4KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$238,1715.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$19M393.7KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$238,0275.0KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$255,7807.3KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.01%$34M718.6KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$16,310340Q1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$735,90515.3KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$526,08711.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$27,251486Q2 2026
Vise Technologies, Inc.$5.1B AUM0.01%$411,57310.7KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.01%$1M21.3KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$22,035393Q2 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.01%$2M45.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$4M91.0KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$477,2639.9KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.01%$460,3209.6KQ1 2026OLDER
Sankala Group LLC$122M AUM0.01%$9,303197Q1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$329,9516.9KQ1 2026OLDER
Hikari Tsushin, Inc.$1.5B AUM0.01%$106,4932.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$6M130.7KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.01%$21,909567Q1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.01%$2M34.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$271,9905.7KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$468,3319.8KQ1 2026OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.01%$15,206317Q1 2026OLDER
Torren Management, LLC$201M AUM0.01%$13,655285Q1 2026OLDER
Perpetual Ltd$6.5B AUM0.01%$429,8119.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$30,873799Q2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M27.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$28M577.1KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$458,5939.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$24M495.9KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$532,51911.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$744,15615.5KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.01%$9,969258Q4 2025OLDER
Red Tortoise LLC$240M AUM0.01%$15,206317Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M124.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$735,81715.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$6M116.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$11M239.0KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.01%$47,9701.0KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$11,062231Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$113,1612.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$2M46.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.01%$1M26.1KQ4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.01%$2M41.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$109M2.27MQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$874,45618.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M42.3KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.01%$8,539178Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$384M9.93MQ4 2025OLDER
GoalVest Advisory LLC$539M AUM0.01%$29,941534Q2 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$217M4.53MQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.01%$76,93842.2KQ3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.01%$2M36.9KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$711,14514.8KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.01%$16,839436Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$291,7327.5KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$646,53713.5KQ1 2026OLDER
OSSIAM$5.7B AUM0.01%$288,4446.0KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$277,7475.8KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$6,671139.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$78M1.68MQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M116.4KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$5,448141Q4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$43,461906Q1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$550,34911.5KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$6M122.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M27.2KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$248,2246.4KQ4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$751,69915.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$231,2694.8KQ2 2026
Manchester Capital Management LLC$694M AUM0.00%$28,159587Q1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.00%$387,1188.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.00%$753,12915.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M76.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$333,5837.0KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$102,0002.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M38.7KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$218,1664.5KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M47.4KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,98283Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$41,155734Q2 2026
TruNorth Capital Management, LLC$522M AUM0.00%$17,993510Q3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$1M30.2KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$1M29.4KQ3 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$290,9386.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$219,1884.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M105.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$898,75418.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M364.2KQ2 2026
CHOREO, LLC$8.1B AUM0.00%$266,4735.6KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$228,3854.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$868,34118.1KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$483,00012.5KQ4 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$243,8995.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M29.7KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$507,28310.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M41.5KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M23.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.00%$755,76715.8KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$923,64519.3KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$4,70198Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$5M113.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$283,4555.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$76,9281.7KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$20,238402Q1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$550,62014.3KQ4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$10,409217Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$4,65497Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$9M197.9KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$32,333674Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$160,0143.3KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.00%$7,535195Q4 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$28,830601Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$7M146.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$859,06824.4KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$491,75210.3KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$406,6438.5KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$463,6349.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$368,4157.7KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$1M27.2KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.00%$79,1031.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$67,7391.4KQ1 2026OLDER

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