SEC 13F Intelligence

SENSATA TECHNOLOGIES HLDG PL

CUSIP G8060N102

Sensata Technologies Hldg Pl has 414 institutional holders in Filings Flow’s 13F database, together reporting 152.88M shares worth $5.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Janus Henderson Group Ltd..

Institutional Holders
414
Q1 2026
Reported Value
$5.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 264Q4 ’18Q1 ’19: 284Q2 ’19: 268Q2 ’19Q3 ’19: 246Q2 ’21: 350Q2 ’21Q4 ’21: 345Q4 ’22: 347Q4 ’22Q4 ’25: 387Q1 ’26: 414Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $83.1BQ4 ’18Q1 ’19: $46.3BQ2 ’19: $48.3BQ2 ’19Q3 ’19: $47.9BQ2 ’21: $483.5BQ2 ’21Q4 ’21: $42.1BQ4 ’22: $3.6BQ4 ’22Q4 ’25: $5.1BQ1 ’26: $5.0BQ1 ’26Q2 ’26: $25Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Congruence Capital, LLC$298M AUM6.92%$21M585.6KQ1 2026OLDER
Medina Value Partners, LLC$477M AUM4.38%$21M594.2KQ1 2026OLDER
KEMPNER CAPITAL MANAGEMENT INC.$106M AUM3.34%$4M102.5KQ4 2025OLDER
CAPITAL MANAGEMENT CORP /VA$585M AUM2.93%$17M487.2KQ1 2026OLDER
SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM2.63%$21M587.6KQ1 2026OLDER
Analog Century Management LP$2.1B AUM2.47%$52M1.47MQ1 2026OLDER
SG Capital Management LLC$1.5B AUM1.84%$21M675.5KQ3 2025OLDER
Strategic Global Advisors, LLC$625M AUM1.70%$11M301.9KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM1.54%$33M950.3KQ1 2026OLDER
Merewether Investment Management, LP$5.2B AUM1.23%$63M1.80MQ1 2026OLDER
Regents Gate Capital LLP$469M AUM1.17%$5M156.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM1.14%$15M427.6KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM1.08%$40M1.15MQ1 2026OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM1.04%$5M128.3KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.81%$242M6.86MQ1 2026OLDER
Covalis Capital LLP$1.6B AUM0.67%$6M189.6KQ3 2025OLDER
Arnhold LLC$1.4B AUM0.62%$8M238.1KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.52%$137M3.89MQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.48%$146M4.15MQ1 2026OLDER
Elliott Investment Management L.P.$20.1B AUM0.48%$108M3.25MQ4 2025OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.44%$885,64225.1KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.42%$262M7.43MQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.42%$8M233.3KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.40%$123M3.48MQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.37%$3M53.1KQ2 2026
Convergence Investment Partners, LLC$611M AUM0.37%$2M64.2KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.32%$1M42.0KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.27%$723,03120.5KQ1 2026OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.26%$818,75923.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.26%$2M49.7KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.26%$8M232.1KQ1 2026OLDER
Traub Capital Management LLC$101M AUM0.25%$248,3017.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.24%$2M70.9KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.23%$4M116.0KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.21%$52M1.47MQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.21%$14M406.3KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.20%$4M122.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.18%$4M106.6KQ1 2026OLDER
REINHART PARTNERS, LLC.$4.4B AUM0.18%$8M161.8KQ2 2026
Janus Henderson Group Ltd.$209.4B AUM0.17%$366M10.40MQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.17%$10M279.9KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.17%$770,09416.1KQ2 2026
Bridgefront Capital, LLC$402M AUM0.17%$565,51118.5KQ3 2025OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.15%$2M50.7KQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM0.15%$468,23915.3KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.14%$85M2.40MQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.14%$950,72927.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.13%$2M55.1KQ4 2025OLDER
Krane Funds Advisors LLC$2.4B AUM0.12%$3M86.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.11%$34M977.7KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.11%$1M28.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.10%$1M38.9KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.10%$220,9006.3KQ1 2026OLDER
Boston Partners$95.5B AUM0.10%$91M2.58MQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.10%$303,6678.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.09%$2M62.3KQ4 2025OLDER
Camelot Portfolios, LLC$135M AUM0.09%$153,5034.6KQ4 2025OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.08%$440,25012.5KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.08%$642,68718.2KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.08%$4M119.5KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.08%$46M1.30MQ1 2026OLDER
Family Manage LLC$834M AUM0.07%$608,00317.3KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.07%$858,13524.4KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.07%$579,80819.0KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.07%$67M1.89MQ1 2026OLDER
Sciencast Management LP$785M AUM0.07%$372,89312.2KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.07%$1M40.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.07%$5M132.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.07%$444,53314.6KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.07%$1M38.2KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.07%$14M390.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.07%$517,45214.7KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.07%$14M450.3KQ3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.06%$54M1.52MQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.06%$776,72223.3KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.06%$13M398.3KQ4 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.06%$2M53.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.06%$307,24110.1KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.06%$695,38114.6KQ2 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.06%$2M56.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.06%$118M3.34MQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.06%$524,77814.9KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.06%$653,30218.5KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.06%$5M140.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.06%$2M48.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$260M7.39MQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.05%$599,52117.0KQ1 2026OLDER
55 North Private Wealth, LLC$508M AUM0.05%$255,3145.3KQ2 2026
State of Wyoming$844M AUM0.05%$416,33611.8KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.05%$617,20220.2KQ3 2025OLDER
Caprock Group, LLC$4.1B AUM0.05%$2M53.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.05%$49M1.39MQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.04%$3M89.0KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.04%$2M59.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.04%$2M64.3KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$518,40314.7KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$14M385.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$9M285.8KQ3 2025OLDER
FIL Ltd$128.7B AUM0.04%$53M1.51MQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.04%$2M53.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M59.5KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.04%$696,93319.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$819,73324.6KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.04%$4M112.7KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.04%$14M471.0KQ3 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$221,2617.2KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$60M1.69MQ1 2026OLDER
Optas, LLC$661M AUM0.04%$242,0356.9KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.04%$550,61015.6KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.04%$4M108.5KQ4 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.04%$768,49125.2KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.04%$304,3748.64MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$459,16313.0KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.03%$24M672.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M54.6KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.03%$1M33.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$6M182.9KQ3 2025OLDER
CONNABLE OFFICE INC$1.0B AUM0.03%$305,6398.7KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.03%$1M40.3KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.03%$516,28914.7KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.03%$492,55214.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.03%$8M228.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$6M175.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M78.1KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$1M42.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$22M636.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$5M146.3KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.02%$527,24315.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M55.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$7M195.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.02%$33M951.1KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$6M178.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M35.5KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$880,51021.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$15M434.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M63.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M46.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M91.5KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.02%$481,79210.1KQ2 2026
BAILARD, INC.$4.4B AUM0.02%$757,58221.5KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$405,13611.5KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M30.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$36M1.05MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$7M204.8KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$12M345.7KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.02%$295,9868.4KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.02%$274,7867.8KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.02%$1M35.0KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$378,19210.7KQ1 2026OLDER
Mubadala Investment Co PJSC$20.5B AUM0.01%$3M86.6KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$1M48.1KQ2 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$273M7.75MQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$207,9546.8KQ3 2025OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.01%$219,0795.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$1M29.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M251.9KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$2M58.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$47,7591.4KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$543,12815.4KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$43,014901Q2 2026
MetLife Investment Management, LLC$19.6B AUM0.01%$3M71.7KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M48.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$11M306.9KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$516,72316.9KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M183.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$390,73111.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$404,78311.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$368,64810.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$8M247.1KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$416,76313.6KQ3 2025OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$502,90614.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$13M361.7KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.01%$1M29.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$26M727.8KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$11M331.9KQ1 2026OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.01%$316,6989.0KQ1 2026OLDER
Quarry LP$558M AUM0.01%$47,4451.6KQ3 2025OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$306,20210.0KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M124.4KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$129,6813.7KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$2M59.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$65M1.86MQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$565,00016.0KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$213,0116.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M64.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$330,2839.2KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$15,611511Q3 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$290,3098.4KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$843,09623.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M136.2KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M63.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$58M1.64MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$48M1.36MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M62.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$474M13.45MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M40.0KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$1M42.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$32M906.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$57M1.63MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$278,8377.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$499M14.98MQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M116.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M117.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$630,23917.9KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$11M320.8KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$412,25011.7KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$11,763334Q1 2026OLDER
Investors Research Corp$523M AUM0.01%$35,2201.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M36.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M35.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M54.9KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$1M30.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$729,86420.7KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$210,3904.4KQ2 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$1M40.2KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$372,27510.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M169.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M325.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$98M2.79MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$620,33017.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$32M916.0KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.01%$340,87711.2KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$10M288.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M75.7KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.01%$146,1634.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$167M4.75MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$715,24820.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$230M6.54MQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$803,58022.8KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$736,06320.9KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$787,30822.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$864,33424.5KQ2 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$239,9546.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$256,8667.7KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$200,3675.7KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$520,19914.8KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$42,5101.2KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$13,308436Q3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$704,57620.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$3M71.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$62M1.77MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M32.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$16M465.7KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$2M47.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M42.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M133.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$972,81127.6KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$1M39.6KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$31,487894Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$5,811165Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$278,5207.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$301,3788.6KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M39.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$304,9708.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M35.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M73.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$11M330.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M61.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$984,88529.6KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M163.0KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M57.0KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M68.0KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$4M121.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M75.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$16M444.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$2M43.4KQ1 2026OLDER
LGT Group Foundation$8.2B AUM0.00%$260,6287.4KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$633,04418.0KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$808,13926.5KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$561,47515.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$3M74.4KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,06532Q4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$747,32722.4KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$270,0327.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$10M285.9KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$30,395863Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$11M311.5KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$10,144288Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M70.9KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.00%$81,9962.7KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$46,0331.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M42.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$423,41512.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$475,82213.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M45.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$4,333123Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$77,0262.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$585,54116.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$964,78127.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M53.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M53.4KQ3 2025OLDER
&PARTNERS$20.2B AUM0.00%$440,99212.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$13,278377Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M70.0KQ1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.00%$15,031492Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$34M1.03MQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$22,506639Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M70.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M52.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$10M292.3KQ2 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$2M62.6KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M99.7KQ1 2026OLDER
Amundi$367.1B AUM0.00%$7M197.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$206,2436.8KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$58,8531.7KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$7,326208Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$12M337.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M36.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$34M970.5KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$1M31.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$156,7644.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$189,8565.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$978,48227.8KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$2,04358Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M70.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M206.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M33.1KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$968,54127.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M198.6KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$400,28113.1KQ3 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$14,969425Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$32,156913Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2,00857Q1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$7,185204Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M37.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M128.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3M83.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$286,0798.1KQ1 2026OLDER
Hilltop National Bank$468M AUM0.00%$5,591183Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$522,98214.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M335.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$71,9192.0KQ2 2026
FIRST HORIZON CORP$2.4B AUM0.00%$30,676871Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$544,71315.5KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$9,165300Q3 2025OLDER
Swedbank AB$95.1B AUM0.00%$1M34.4KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.00%$1,90254Q1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$10,214290Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$7,502213Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$223,8096.7KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M86.9KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$53,2531.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M189.5KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$21,955719Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$59,3851.8KQ4 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$91,6812.8KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$9,721276Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M66.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M85.0KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$3,29699Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$10,521304Q1 2026OLDER
EFG International AG$4.7B AUM0.00%$43,4611.2KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$1,00833Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$55,2041.8KQ3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$64,0301.8KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,24026Q2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$826,26123.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2,00857Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$12,080343Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,804108Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$12M372.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M29.1KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$4,931140Q1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$2,33070Q4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$653,41318.6KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$7,079201Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$19,006622Q3 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,17090Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$4,027121Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M109.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$699,72119.9KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$4,796112Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$4,614131Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$424,87812.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M155.5KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$96529Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$2,81480Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$19,794562Q1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$10,460297Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$455,64112.9KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2,36067Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M62.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M56.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$703,06120.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$122,1783.5KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$84524Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$928,75126.4KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$239,5316.8KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$778,92622.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$98,0042.9KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$70,8282.0KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$14,704308Q2 2026
Copeland Capital Management, LLC$4.5B AUM0.00%$17,062484Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$86626Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$353,03410.0KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,57273Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,74157Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$171,1674.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$268,7188.8KQ3 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$4,434133Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$21,513611Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$15,708446Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$232,2766.6KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$205,7555.8KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$1,09031Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$1,19734Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$87,2082.6KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$4,368124Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$47714Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$362,44910.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$17,774505Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$3,663104Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$407,39911.6KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$602,57917.1KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$2,78279Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$52815Q1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.00%$52815Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,055100Q3 2025OLDER
Archer Investment Corp$469M AUM0.00%$91626Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,76150Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$70420Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M38.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$62,3391.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$206,7206.8KQ3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$95127Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$78,1262.2KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$52815Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$252,7747.2KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$46714Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$3,369102Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$30,888877Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$2337Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$4,050115Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$1,66550Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$91626Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$2,89787Q4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$74021Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$17,857507Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$88125Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2116Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$73324Q3 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$21703Q3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,16233Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,444126Q1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$1,52850Q3 2025OLDER
Activest Wealth Management$569M AUM0.00%$35210Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$3179Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$63418Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$27,697832Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1765Q1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$1334Q4 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$91626Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$45713Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$6,762192Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$9,192261Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$4,994150Q4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$81023Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,224171Q3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$702Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$942Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$42312Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$3,544116Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,76150Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$4,191119Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$45813Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$3,522100Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$61715Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$8,559243Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$64221Q3 2025OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$49314Q1 2026OLDER

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