SEC 13F Intelligence

GDRXGOODRX HLDGS INC

CUSIP 38246G108 · Yahoo Finance ↗ · Google Finance ↗

Goodrx Hldgs Inc (GDRX) has 174 institutional holders in Filings Flow’s 13F database, together reporting 118.20M shares worth $222M as of Q1 2026. The largest reported holders are Francisco Partners Management, LP, Vanguard Group Inc, and Ameriprise Financial Inc.

Institutional Holders
174
Q1 2026
Reported Value
$222M
Ticker
GDRX
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 174Q2 ’21Q4 ’21: 194Q4 ’21Q4 ’22: 142Q4 ’22Q4 ’25: 180Q4 ’25Q1 ’26: 174Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $4.5BQ2 ’21Q4 ’21: $4.1BQ4 ’21Q4 ’22: $523MQ4 ’22Q4 ’25: $321MQ4 ’25Q1 ’26: $222MQ1 ’26Q2 ’26: $605,415Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Francisco Partners Management, LP$292M AUM40.36%$118M60.08MQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM1.36%$1M740.0KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM0.66%$6M3.10MQ1 2026OLDER
LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM0.48%$6M1.49MQ3 2025OLDER
Technology Crossover Management X, Ltd.$781M AUM0.41%$3M1.65MQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.41%$4M2.11MQ1 2026OLDER
STEINBERGANNA WEALTH MANAGEMENT$208M AUM0.21%$432,339220.6KQ1 2026OLDER
Silver Lake Group, L.L.C.$3.7B AUM0.19%$7M3.53MQ1 2026OLDER
VARCOV Co.$268M AUM0.16%$434,693221.8KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.06%$3M1.53MQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.06%$83,46830.8KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.05%$673,725248.6KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.05%$132,92831.4KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$334,15575.8KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$197,00072.8KQ4 2025OLDER
REXFORD CAPITAL INC$140M AUM0.04%$59,97630.6KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.04%$177,37865.5KQ4 2025OLDER
State of Wyoming$844M AUM0.04%$314,376160.4KQ1 2026OLDER
GatePass Capital, LLC$214M AUM0.02%$42,30010.0KQ3 2025OLDER
GAGNON SECURITIES LLC$433M AUM0.02%$119,56044.1KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$287,501106.1KQ4 2025OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.02%$2M660.1KQ4 2025OLDER
JMN Financial LLC$102M AUM0.02%$22,40111.4KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.02%$392,000200.0KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM0.02%$199,977102.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.02%$127,65565.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$607,238224.1KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$189,08144.7KQ3 2025OLDER
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM0.01%$42,41410.0KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.01%$392,93189.1KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.01%$19,60010.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$105,80154.0KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.01%$37,89714.0KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$69,38716.4KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M3.26MQ1 2026OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.01%$36,31713.4KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$326,005120.3KQ4 2025OLDER
DGS Capital Management, LLC$609M AUM0.01%$48,01424.5KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$769,523392.6KQ1 2026OLDER
KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM0.01%$61,04431.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$430,040219.4KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.01%$352,471130.1KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.01%$108,61825.7KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$195,75172.2KQ4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$138,88670.9KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.00%$317,25075.0KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.00%$59,89122.1KQ4 2025OLDER
Quarry LP$558M AUM0.00%$26,0599.6KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$292,57669.2KQ3 2025OLDER
Shay Capital LLC$1.2B AUM0.00%$46,53011.0KQ3 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$44,83810.6KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$913,194337.0KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$501,215184.9KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$313,233115.6KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M676.8KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.00%$33,05116.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$9M4.46MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$449,047165.7KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$114,53342.3KQ4 2025OLDER
NFSG Corp$608M AUM0.00%$10,2045.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M1.80MQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$1M517.6KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$213,61550.5KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$439,338162.1KQ4 2025OLDER
Fairscale Capital, LLC$145M AUM0.00%$2,0781.1KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$13,7207.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M458.7KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$94,25648.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$279,668142.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M717.4KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$3,1291.6KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.00%$39,18916.7KQ1 2026OLDER
Hirtle & Co., LLC$2.9B AUM0.00%$35,79218.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M575.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$473,434241.5KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.00%$29,00810.7KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$39,14720.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$5M2.45MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$78,92929.1KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$253,45759.9KQ3 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$79,12540.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$725,808370.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$235,592120.2KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$23,06511.8KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$30,95415.8KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$684,018349.0KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$1,9601.0KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$931475Q1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$74,70338.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$156,84580.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$61,72631.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$178,03342.1KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$801,530408.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$2,5871.3KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$453,107231.2KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$1,656845Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$1,656845Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$53,37727.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$179,44691.6KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$9,3922.2KQ3 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$29,97415.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$26M9.58MQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$218,60580.7KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$611,771312.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$9,4753.3KQ2 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$7M3.36MQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$45,94823.4KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.00%$4,6772.4KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$38,78619.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$369,207188.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M1.14MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M564.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$248,806126.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$45,11323.0KQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$467172Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$2M826.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M1.06MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$160,35659.2KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M1.04MQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$117,40459.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$180,54992.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$8M4.26MQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$6,6503.4KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$279,29665.1KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$784400Q1 2026OLDER
Friedenthal Financial$199M AUM0.00%$392200Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$162,12382.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$329,280168.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$46393Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$3M1.12MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$1M655.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M562.6KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$32,92616.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$105,69553.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$72,32835.3KQ1 2026OLDER
Breakwater Investment Management$269M AUM0.00%$396202Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$135,09368.9KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,010515Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$523267Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$205,41875.8KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M1.08MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$765,935390.8KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$55,13528.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$113,37457.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$101,69951.9KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,4971.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$594,482303.3KQ2 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$36,22718.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$37,72219.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$38,00219.4KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$13368Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$71,96917.0KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$188,18096.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$391,127199.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$594,873303.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$277,536141.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$54,62527.9KQ1 2026OLDER
Perkins Coie Trust Co$603M AUM0.00%$423100Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$5,6142.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$86,34844.1KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1,558575Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$108,29755.3KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$2,000622Q4 2025OLDER
Polar Capital Holdings Plc$28.2B AUM0.00%$19,60010.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$375,584191.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$2M1.01MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$31,37216.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$323,473165.0KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$196100Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$4M1.86MQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$402205Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,9202.0KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$152,69277.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$10,5965.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$25,28412.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$23,69212.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$28,85014.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$73,89037.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$13870Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,143583Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$46,30323.6KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,331679Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$63,76832.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$120,71861.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,321674Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$148,00075.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$492251Q1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$38290Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$5,9633.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$15,9808.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$20,02510.2KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$17388Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$49,83725.4KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$28,47714.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$39,60620.2KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$215107Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$178,77166.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$8,0364.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$34,96712.9KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$9850Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$31,86416.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$37,49519.1KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$10,4575.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$967481Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$7638.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$32,68716.7KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$17,1328.8KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$347128Q4 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$4925Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$133Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5,9843.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$8242Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$337Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$340173Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$14369Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$818302Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$52Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$16,6128.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$4925Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$4925Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$83Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$274140Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2810Q4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$51Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1,9101.0KQ1 2026OLDER

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