SEC 13F Intelligence

STONECO LTD

CUSIP G85158106

Stoneco Ltd has 275 institutional holders in Filings Flow’s 13F database, together reporting 170.40M shares worth $2.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Madrone Advisors, LLC, and Atmos Capital Gestao De Recursos Ltda..

Institutional Holders
275
Q1 2026
Reported Value
$2.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 62Q4 ’18Q1 ’19: 93Q2 ’19: 120Q2 ’19Q3 ’19: 138Q2 ’21: 315Q2 ’21Q4 ’21: 244Q4 ’22: 230Q4 ’22Q4 ’25: 286Q1 ’26: 275Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $5.7BQ4 ’18Q1 ’19: $3.2BQ2 ’19: $2.3BQ2 ’19Q3 ’19: $14.9BQ2 ’21: $44.5BQ2 ’21Q4 ’21: $37.0BQ4 ’22: $1.5BQ4 ’22Q4 ’25: $2.5BQ1 ’26: $2.3BQ1 ’26Q2 ’26: $9Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BRC-Global BAH Investments Ltd.$107M AUM100.00%$107M7.58MQ1 2026OLDER
Madrone Advisors, LLC$1.0B AUM34.81%$358M25.34MQ1 2026OLDER
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$714M AUM22.68%$169M8.94MQ3 2025OLDER
Truxt Investmentos Ltda.$156M AUM18.26%$13M688.6KQ4 2025OLDER
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$222M AUM12.98%$29M2.04MQ1 2026OLDER
Sharp Capital Gestora de Recursos Ltda.$192M AUM12.87%$25M1.75MQ1 2026OLDER
Tekne Capital Management, LLC$237M AUM11.75%$42M2.20MQ3 2025OLDER
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.$894M AUM10.52%$94M6.66MQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM9.06%$109M7.73MQ1 2026OLDER
14B Captial Management LP$124M AUM7.24%$9M609.0KQ4 2025OLDER
TB Capital Gestao de Recursos Ltda.$163M AUM7.06%$9M485.8KQ3 2025OLDER
ABS Direct Equity Fund LLC$131M AUM4.40%$6M480.4KQ1 2026OLDER
Fourth Sail Capital LP$608M AUM2.82%$18M1.19MQ4 2025OLDER
Genoa Capital Gestora de Recursos Ltda.$130M AUM1.68%$4M248.9KQ4 2025OLDER
Coronation Fund Managers Ltd.$2.2B AUM1.66%$37M2.50MQ4 2025OLDER
Truffle Hound Capital, LLC$386M AUM1.46%$6M400.0KQ1 2026OLDER
Azora Capital LP$1.5B AUM1.34%$29M1.53MQ3 2025OLDER
Slate Path Capital LP$6.7B AUM1.11%$71M3.78MQ3 2025OLDER
one8zero8, LLC$449M AUM1.09%$5M345.2KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM1.05%$1M72.1KQ3 2025OLDER
Ninety One North America, Inc.$2.2B AUM0.95%$23M1.58MQ4 2025OLDER
Incline Global Management LLC$255M AUM0.73%$2M131.5KQ1 2026OLDER
Prairie Wealth Advisors, Inc.$231M AUM0.49%$1M0Q1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.48%$3M190.0KQ4 2025OLDER
Alta Wealth Advisors LLC$308M AUM0.43%$1M88.0KQ4 2025OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.40%$64M3.39MQ3 2025OLDER
Exit Wealth Advisors, LLC.$195M AUM0.38%$636,20743.0KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.34%$2M120.5KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.34%$2M116.7KQ3 2025OLDER
Fairtree Asset Management (Pty) Ltd$218M AUM0.32%$699,18049.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.24%$3M233.3KQ1 2026OLDER
PenderFund Capital Management Ltd.$639M AUM0.22%$1M100.0KQ1 2026OLDER
GatePass Capital, LLC$214M AUM0.20%$423,60030.0KQ1 2026OLDER
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM0.19%$374,66026.5KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.17%$4M200.0KQ3 2025OLDER
nVerses Capital, LLC$110M AUM0.16%$179,14012.7KQ1 2026OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM0.14%$1M88.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.14%$480,09434.0KQ1 2026OLDER
9823 Capital, L.P.$132M AUM0.14%$180,12812.8KQ1 2026OLDER
Ninety One UK Ltd$44.7B AUM0.13%$62M4.19MQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.13%$394,49937.6KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.13%$4M256.4KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.13%$1M85.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.13%$2M88.6KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.12%$3M167.0KQ3 2025OLDER
VPR Management LLC$250M AUM0.12%$311,20522.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.12%$350,91318.6KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.12%$1M87.1KQ4 2025OLDER
Diametric Capital, LP$385M AUM0.11%$427,04530.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.11%$86M6.09MQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.10%$15M1.04MQ4 2025OLDER
Andra AP-fonden$8.4B AUM0.10%$9M614.2KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.10%$3M200.6KQ1 2026OLDER
Optivise Advisory Services LLC$165M AUM0.10%$172,06711.6KQ4 2025OLDER
Accel Wealth Management$383M AUM0.10%$375,31026.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.09%$1M65.6KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.09%$1M75.4KQ3 2025OLDER
Perpetual Ltd$7.0B AUM0.09%$7M368.6KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.09%$1M88.9KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$2M119.5KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$560,20929.6KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.06%$260,18918.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.06%$201,88814.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$316,13322.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$2M121.3KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.05%$54M2.87MQ3 2025OLDER
Financial Perspectives, Inc$358M AUM0.05%$193,13213.7KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.05%$961,64368.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.05%$9M468.3KQ3 2025OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.05%$2M150.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M89.7KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.04%$9M618.9KQ4 2025OLDER
State of Wyoming$844M AUM0.04%$370,18426.2KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$267,06614.1KQ3 2025OLDER
Advyzon Investment Management, LLC$1.1B AUM0.04%$242,54012.8KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.04%$24M1.69MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$8M402.7KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M133.2KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.03%$159,96910.8KQ4 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.03%$266,42314.1KQ3 2025OLDER
Intellectus Partners, LLC$490M AUM0.03%$141,90610.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$8M552.6KQ4 2025OLDER
Stokes Family Office, LLC$969M AUM0.03%$276,75219.6KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$219,35415.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$40M2.83MQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.02%$182,14812.9KQ1 2026OLDER
Invst, LLC$886M AUM0.02%$208,86314.1KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.02%$6M382.4KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$519,93027.5KQ3 2025OLDER
Quintet Private Bank (Europe) S.A.$1.5B AUM0.02%$275,34019.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M58.9KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$27M1.43MQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$251,59713.3KQ3 2025OLDER
Numerai GP LLC$997M AUM0.02%$153,96410.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M70.5KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$155,88511.0KQ1 2026OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.01%$2M120.0KQ3 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$2M124.0KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$62,6804.2KQ2 2026
Walleye Trading LLC$60.0B AUM0.01%$8M536.2KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M100.0KQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.01%$643,51945.6KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.01%$141,94810.1KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.01%$93,5115.7KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M115.8KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.01%$434,82629.4KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M93.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$148,15110.0KQ4 2025OLDER
Csenge Advisory Group$2.2B AUM0.01%$212,58611.2KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$61M4.35MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M137.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$10M651.4KQ4 2025OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.01%$184,77413.1KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.01%$54,5182.9KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$296,44921.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$86,9796.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$505M35.74MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$894,33363.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M277.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$319,14022.6KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.01%$59,7483.2KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M178.2KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$6M578.0KQ2 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$60,8574.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$23M1.61MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M192.4KQ4 2025OLDER
FMR LLC$1.90T AUM0.01%$141M10.00MQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.01%$4M248.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M314.9KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.01%$1M86.2KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M188.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$28M1.96MQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$779,96155.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$42M2.95MQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$85M6.03MQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$159,99810.8KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$474,47125.1KQ3 2025OLDER
Man Group plc$55.1B AUM0.01%$3M221.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$2M169.8KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$4M276.5KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$2M134.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$6M438.2KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$1M89.8KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$297,35321.1KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$1M89.3KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$43M3.03MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$36M2.56MQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.00%$2M132.9KQ4 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$7M499.4KQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM0.00%$9,432668Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$69M4.86MQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$267,32018.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$10M692.9KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$829,92559.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M216.0KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$3M182.7KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$1M65.1KQ3 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$207,35614.0KQ1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$6,808360Q3 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$25,1761.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M325.7KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$2M162.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$8M558.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$110M7.76MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$33M2.32MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$14M981.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$937,56866.4KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$314,56816.6KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$6M431.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$882,50062.5KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$5M381.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$10M670.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15M1.09MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$431,60630.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$27,5011.95MQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.00%$607,15743.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$32,8673.0KQ2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$3M196.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M123.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$1M70.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$282,79520.0KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.00%$1M91.6KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$554,40329.3KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$50M3.55MQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M187.6KQ3 2025OLDER
FIRST COMMUNITY TRUST NA$136M AUM0.00%$3,530250Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M170.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$90,7646.4KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$4M263.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$332,45523.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$6M397.7KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M148.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$11M790.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$510,50936.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$542,58938.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$71,2505.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M120.7KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$380,79825.7KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$5M364.0KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.00%$989,28866.9KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$966,71268.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$756,64251.2KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$58,9664.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$29M1.96MQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$112,6928.0KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$206,95714.7KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$3,643258Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$404,28428.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$6M430.0KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$334,62923.7KQ1 2026OLDER
Clean Yield Group$355M AUM0.00%$5,789410Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$450,48431.9KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$7,865557Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$42,1353.9KQ2 2026
Creative Planning$147.4B AUM0.00%$2M163.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$533,99037.8KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$525,60337.2KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$199,57214.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$587,39241.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M76.8KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$369,75025.0KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M120.8KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$179,40912.7KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$2M95.0KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$9M645.5KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$1,412100Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$558,26239.5KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$268,98618.2KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$159,99411.3KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$4,801340Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M163.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M185.9KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$245,88416.6KQ4 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$3,653247Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$3,583197Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$38,1942.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$8M537.4KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$193,33113.7KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$591,26141.9KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$449,01631.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$192,66913.0KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$877,30462.1KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$651,03146.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$231,56816.4KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1,864126Q4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$27,8312.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$11,346600Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$815,88257.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$65M4.42MQ4 2025OLDER
NFSG Corp$608M AUM0.00%$5,648400Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M264.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$207,62014.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$718,07350.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$946,60167.0KQ1 2026OLDER
Jessup Wealth Management, Inc$274M AUM0.00%$2,618177Q4 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,00371Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$46,0563.3KQ2 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$791,31356.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M249.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M218.4KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,553110Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$514,29436.4KQ1 2026OLDER
Crews Bank & Trust$766M AUM0.00%$5,168366Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$229,90216.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$312,71622.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$676,17947.9KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$223,57615.8KQ1 2026OLDER
National Pension Service$131.7B AUM0.00%$909,66764.4KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$188,47413.3KQ1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$4,336400Q2 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$352,25224.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$16,7561.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$59,0204.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$341,56324.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,921136Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M290.4KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$7,439503Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$585,04841.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M177.1KQ2 2026
BARCLAYS PLC$416.3B AUM0.00%$2M139.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$438,20031.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,12370Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$22,9871.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$7,568536Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$161,25510.9KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$15,0461.4KQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M436.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M100.7KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,72191Q3 2025OLDER
Y.D. More Investments Ltd$2.6B AUM0.00%$7,247490Q4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,412100Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,991141Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2,006142Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$36726Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,08777Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$219,62215.6KQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$1,05975Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$98,6567.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$352,91525.0KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$181,41412.8KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$380,33720.1KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$253,79318.0KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$32,7302.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$14,2051.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,401170Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$69249Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$162,69011.0KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$248,76617.6KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$36826Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$99,7327.1KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$22215Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$55139Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,03193Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$256,73018.2KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$5,648400Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,925278Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$403,08727.3KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$27,8501.9KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$362,04424.5KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$178,47712.6KQ1 2026OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$29216Q3 2025OLDER
Copia Wealth Management$146M AUM0.00%$14110Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$46,4693.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$52,4853.7KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$14,7901.0KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$14,1201.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$3M192.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$11,367805Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$50,1403.6KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$31,0642.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$120,3058.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$304,00021.5KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$1,494101Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$55039Q1 2026OLDER
Trust Co$1.1B AUM0.00%$46633Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$44,0973.1KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$208,11114.1KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$8,713617Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$24117Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$29721Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$69249Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$34018Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2,556181Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$42430Q1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$77755Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$28320Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$1528Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$11,551781Q4 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$1,539109Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$3,177225Q1 2026OLDER
Pineridge Advisors LLC$350M AUM0.00%$573Q3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$22215Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$79954Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$856Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$20,2761.4KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$14110Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$45232Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$423Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$292Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$9,291658Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$28320Q1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$141Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$292Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$333Q2 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,529171Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$141Q1 2026OLDER

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