SEC 13F Intelligence

GERNGERON CORP

CUSIP 374163103 · Yahoo Finance ↗ · Google Finance ↗

Geron Corp (GERN) has 255 institutional holders in Filings Flow’s 13F database, together reporting 496.05M shares worth $733M as of Q1 2026. The largest reported holders are Ra Capital Management, L.P., Blackrock, Inc., and Soleus Capital Management, L.P..

Institutional Holders
255
Q1 2026
Reported Value
$733M
Ticker
GERN
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 114Q4 ’18Q1 ’19: 101Q2 ’19: 98Q2 ’19Q3 ’19: 99Q2 ’21: 130Q2 ’21Q4 ’21: 130Q4 ’22: 167Q4 ’22Q4 ’25: 258Q1 ’26: 255Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $150MQ4 ’18Q1 ’19: $250MQ2 ’19: $184MQ2 ’19Q3 ’19: $202MQ2 ’21: $539MQ2 ’21Q4 ’21: $557MQ4 ’22: $251MQ4 ’22Q4 ’25: $625MQ1 ’26: $733MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ally Bridge Group (NY) LLC$124M AUM3.81%$5M3.25MQ2 2025OLDER
STEMPOINT CAPITAL LP$1.0B AUM3.03%$9M6.95MQ2 2025OLDER
Soleus Capital Management, L.P.$2.5B AUM2.50%$62M41.51MQ1 2026
Exome Asset Management LLC$193M AUM1.54%$3M1.86MQ3 2025OLDER
Eversept Partners, LP$1.9B AUM1.48%$28M18.83MQ1 2026
Vivo Capital, LLC$1.2B AUM1.07%$13M8.67MQ1 2026
RA CAPITAL MANAGEMENT, L.P.$9.4B AUM1.01%$95M63.77MQ1 2026
Stonepine Capital Management, LLC$250M AUM0.78%$1M805.8KQ4 2025OLDER
Deep Track Capital, LP$6.1B AUM0.77%$47M31.72MQ1 2026
Pale Fire Capital SE$1.1B AUM0.64%$7M4.89MQ1 2026
Kynam Capital Management, LP$1.6B AUM0.63%$10M6.84MQ1 2026
Nantahala Capital Management, LLC$2.7B AUM0.62%$17M11.22MQ1 2026
Ikarian Capital, LLC$1.2B AUM0.43%$2M1.60MQ2 2025OLDER
Patient Square Capital LP$564M AUM0.31%$1M845.0KQ3 2025OLDER
Nvest Financial, LLC$268M AUM0.28%$757,626508.5KQ1 2026
Almitas Capital LLC$443M AUM0.26%$1M896.3KQ4 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.26%$924,985620.8KQ1 2026
NAN FUNG TRINITY (HK) Ltd$911M AUM0.22%$2M1.37MQ1 2026
683 Capital Management, LLC$1.9B AUM0.22%$4M3.01MQ3 2025OLDER
Seven Fleet Capital Management LP$318M AUM0.20%$632,028424.2KQ1 2026
Scientech Research LLC$120M AUM0.17%$199,431133.8KQ1 2026
Empire Financial Management Company, LLC$442M AUM0.12%$506,900370.0KQ3 2025OLDER
Affinity Asset Advisors, LLC$1.9B AUM0.11%$2M1.50MQ4 2025OLDER
Vestal Point Capital, LP$3.6B AUM0.11%$4M2.54MQ1 2026
Velan Capital Investment Management LP$160M AUM0.10%$109,60080.0KQ3 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.10%$7M4.74MQ1 2026
Forefront Analytics, LLC$110M AUM0.07%$82,13655.1KQ1 2026
HighVista Strategies LLC$362M AUM0.07%$187,123132.7KQ2 2025OLDER
LAZARI CAPITAL MANAGEMENT, INC.$287M AUM0.06%$167,512112.4KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.06%$736,960537.9KQ3 2025OLDER
Virtue Capital Management, LLC$657M AUM0.05%$324,632952Q4 2025OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.05%$3M2.33MQ1 2026
EntryPoint Capital, LLC$341M AUM0.04%$147,62099.1KQ1 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.04%$440,183295.4KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.04%$30M20.46MQ1 2026
Woodline Partners LP$26.4B AUM0.04%$10M7.50MQ4 2025OLDER
Vistica Wealth Advisors, LLC$100M AUM0.04%$37,25025.0KQ1 2026
Mason & Associates Inc$516M AUM0.03%$170,187120.7KQ1 2026
Inspire Investing, LLC$1.7B AUM0.03%$520,944349.6KQ1 2026
Stembrook Asset Management, LLC$102M AUM0.03%$29,80020.0KQ1 2026
J. Goldman & Co LP$3.4B AUM0.03%$909,882610.7KQ1 2026
Alternative Investment Advisors, LLC.$229M AUM0.03%$60,01440.3KQ1 2026
Clearbridge Investments, LLC$114.9B AUM0.03%$29M19.62MQ1 2026
XTX Topco Ltd$5.8B AUM0.02%$1M961.2KQ1 2026
World Investment Advisors$6.2B AUM0.02%$2M1.03MQ1 2026
Poehling Capital Management, INC.$475M AUM0.02%$113,53976.2KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.02%$588,414394.9KQ1 2026
Abel Hall, LLC$469M AUM0.02%$94,82763.6KQ1 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$590,982396.6KQ1 2026
Aberdeen Group plc$61.9B AUM0.02%$13M9.53MQ4 2025OLDER
Candriam S.C.A.$20.1B AUM0.02%$4M2.84MQ1 2026
Forefront Wealth Partners, LLC$239M AUM0.02%$71,59352.3KQ3 2025OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.02%$298,000200.0KQ1 2026
StoneCrest Wealth Management, Inc.$313M AUM0.02%$37,25025.0KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$806,523572.0KQ2 2025OLDER
LCM Capital Management Inc$199M AUM0.02%$30,39620.4KQ1 2026
PlanVest Financial, Inc$131M AUM0.01%$19,18112.9KQ1 2026
PACES FERRY WEALTH ADVISORS, LLC$241M AUM0.01%$35,01523.5KQ1 2026
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$812,775576.4KQ2 2025OLDER
Seelaus Asset Management LLC$142M AUM0.01%$18,62512.5KQ1 2026
Piscataqua Savings Bank$148M AUM0.01%$18,62512.5KQ1 2026
China Universal Asset Management Co., Ltd.$1.3B AUM0.01%$168,789113.3KQ1 2026
Elmwood Wealth Management, Inc.$400M AUM0.01%$44,42529.8KQ1 2026
Zuckerman Investment Group, LLC$1.1B AUM0.01%$124,08088.0KQ2 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.01%$49,30937.4KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$381,331255.9KQ1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$40,89227.4KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.01%$53,32635.8KQ1 2026
Sagewood Asset Management LP$319M AUM0.01%$25,10219.0KQ4 2025OLDER
High Net Worth Advisory Group LLC$429M AUM0.01%$37,99525.5KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.01%$85,72657.5KQ1 2026
55 North Private Wealth, LLC$508M AUM0.01%$32,41221.8KQ1 2026
Centiva Capital, LP$13.6B AUM0.01%$906,230686.5KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.01%$21,01314.9KQ2 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$47,77936.2KQ4 2025OLDER
Vishria Bird Financial Group, LLC$510M AUM0.01%$33,24324.3KQ3 2025OLDER
Frisch Financial Group, Inc.$478M AUM0.01%$28,34719.0KQ1 2026
Blueshift Asset Management, LLC$330M AUM0.01%$20,20715.3KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$1M883.6KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$33M22.11MQ1 2026
E Fund Management Co., Ltd.$3.4B AUM0.00%$165,494111.1KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$166,028111.4KQ1 2026
HighMark Wealth Management LLC$246M AUM0.00%$11,2127.5KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M7.32MQ1 2026
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.00%$66,25444.5KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.00%$119,60187.3KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M2.96MQ1 2026
Columbia Bank$350M AUM0.00%$14,90010.0KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M1.80MQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$161,176108.2KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.00%$346,175232.3KQ1 2026
Voleon Capital Management LP$4.6B AUM0.00%$182,692122.6KQ1 2026
Atom Investors LP$1.4B AUM0.00%$49,29037.3KQ4 2025OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$5,2153.5KQ1 2026
111 Capital$406M AUM0.00%$19,94014.6KQ3 2025OLDER
Summit Financial Strategies, Inc.$1.3B AUM0.00%$47,68032.0KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.00%$776,944521.4KQ1 2026
INCEPTIONR LLC$415M AUM0.00%$14,66910.7KQ3 2025OLDER
Allied Investment Advisors, LLC$697M AUM0.00%$23,77916.0KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M1.55MQ2 2025OLDER
Headlands Technologies LLC$878M AUM0.00%$28,00518.8KQ1 2026
Bernardo Wealth Planning LLC$511M AUM0.00%$15,96111.7KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$631,417427.8KQ1 2026
Platform Technology Partners$519M AUM0.00%$15,04910.1KQ1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$65,38943.9KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M834.1KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.00%$16,36811.0KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M5.20MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M1.45MQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$132,000100.0KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$165,501111.1KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M1.89MQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$213,834143.5KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$67,99945.6KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$537,659360.8KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$228,523153.4KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$17M11.18MQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$373,486250.7KQ1 2026
Fort Sheridan Advisors LLC$828M AUM0.00%$14,90010.0KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.00%$128,74094.0KQ3 2025OLDER
RMG Wealth Management LLC$866M AUM0.00%$13,90010.0KQ1 2026
Onyx Bridge Wealth Group LLC$930M AUM0.00%$14,90010.0KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M1.13MQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M2.22MQ1 2026
STATE STREET CORP$2.90T AUM0.00%$45M30.50MQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$451,623364.2KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.00%$40,26927.0KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M3.84MQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$6,7354.9KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$20M13.67MQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$289,751194.5KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$71M47.32MQ1 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.00%$16,93111.4KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$4M2.93MQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.00%$50,28833.8KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$16,79910.1KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M737.1KQ1 2026
Arizona State Retirement System$17.1B AUM0.00%$195,945131.5KQ1 2026
Man Group plc$55.1B AUM0.00%$591,393396.9KQ1 2026
Csenge Advisory Group$2.2B AUM0.00%$23,05615.5KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$7M4.48MQ1 2026
CURIO WEALTH, LLC$293M AUM0.00%$2,9802.0KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$53,43635.9KQ1 2026
Crewe Advisors LLC$1.2B AUM0.00%$11,8468.0KQ1 2026
Keel Point, LLC$1.5B AUM0.00%$15,11810.7KQ2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$17M12.60MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$40M26.67MQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$7M4.86MQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$243,797163.6KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M700.1KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$66,25444.5KQ1 2026
UBS Group AG$666.3B AUM0.00%$6M3.69MQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$83,27855.9KQ1 2026
Swiss National Bank$173.8B AUM0.00%$1M947.5KQ1 2026
Indiana Trust & Investment Management Co$324M AUM0.00%$2,5871.7KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.00%$20,63813.9KQ1 2026
Robertson Stephens Wealth Management, LLC$3.6B AUM0.00%$27,98421.2KQ4 2025OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.00%$31,28321.0KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$303,254203.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$47M35.66MQ4 2025OLDER
Bank of New Hampshire$437M AUM0.00%$2,9802.0KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$470,017318.8KQ1 2026
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.00%$36,20125.7KQ1 2026
Chicago Partners Investment Group LLC$4.5B AUM0.00%$26,69117.2KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$309,892208.0KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$149,298100.2KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$184,593123.9KQ1 2026
FMR LLC$1.90T AUM0.00%$10M6.60MQ1 2026
XPONANCE LLC$14.1B AUM0.00%$71,99548.3KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$57,84638.8KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M4.56MQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$17,44911.7KQ1 2026
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$1,9801.5KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$55,56437.3KQ1 2026
COUNTRY TRUST BANK$5.3B AUM0.00%$22,35015.0KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$2M1.54MQ1 2026
CITIGROUP INC$234.5B AUM0.00%$943,917633.5KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$466,544313.1KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$211,762142.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M2.36MQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M1.27MQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$16,23612.3KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$92,51962.1KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$24,63316.5KQ1 2026
Valeo Financial Advisors, LLC$4.7B AUM0.00%$15,45910.4KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$7M4.67MQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.00%$15,09611.4KQ4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$5,4124.1KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$255,465171.5KQ1 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$21,20714.2KQ1 2026
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.00%$64,07043.0KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$153,813103.2KQ1 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM0.00%$86,79258.3KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$21,22814.2KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$66,50244.6KQ1 2026
CREDIT AGRICOLE S A$38.1B AUM0.00%$122,32982.1KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.00%$90,59260.8KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$635,780426.7KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$6,3794.3KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$2M1.30MQ1 2026
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$24,91316.7KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$78,04052.4KQ1 2026
TORONTO DOMINION BANK$69.7B AUM0.00%$190,289127.7KQ1 2026
Key FInancial Inc$562M AUM0.00%$1,4901.0KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$35,91124.1KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$163,530109.8KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$160,520107.7KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$733,525555.7KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$18,98914.4KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$53,19738.8KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$47,70236.1KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$970,265651.2KQ1 2026
Creative Planning$147.4B AUM0.00%$328,700220.6KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$40,32230.5KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M1.14MQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,8532.6KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$221,517148.7KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$38,66625.9KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$174,820117.3KQ1 2026
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.00%$76,89058.3KQ4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$1,4901.0KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$122,64882.3KQ1 2026
Rise Advisors, LLC$284M AUM0.00%$496362Q3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$327,551219.8KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$121,79292.3KQ4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$496352Q2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$130,75087.8KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$96,67064.9KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$150,792101.2KQ1 2026
Rialto Wealth Management, LLC$445M AUM0.00%$529375Q2 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$3,5762.4KQ1 2026
Essential Partners LLC$250M AUM0.00%$365259Q1 2026
Waverly Advisors, LLC$13.4B AUM0.00%$14,57710.6KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$17,86112.0KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$103,56269.5KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$507340Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$433,260290.8KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$686,485460.7KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$177,310119.0KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$106,57771.5KQ1 2026
Walleye Capital LLC$24.0B AUM0.00%$29,84521.8KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$442,292296.8KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$16,54111.7KQ2 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$5,2853.5KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$53,31138.9KQ3 2025OLDER
Kilter Group LLC$232M AUM0.00%$204154Q4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$48,76332.7KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$73,07949.0KQ1 2026
Mariner, LLC$85.7B AUM0.00%$65,74149.8KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$106,50381.3KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$41,71328.0KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$306,891206.0KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$13,20010.0KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$582,000390.0KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$103,67169.6KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$6,9164.2KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$351,780249.5KQ2 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$16,54812.5KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$25,64117.2KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$124,53389.0KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$223,287149.9KQ1 2026
Costello Asset Management, INC$289M AUM0.00%$171115Q1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$62,41341.9KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$16,07310.8KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$45,77134.2KQ4 2025OLDER
Amundi$367.1B AUM0.00%$197,227132.4KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$698470Q1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$2,2351.5KQ1 2026
WFA of San Diego, LLC$125M AUM0.00%$6040Q1 2026
Cetera Investment Advisers$94.0B AUM0.00%$44,35329.8KQ1 2026
STRS OHIO$25.2B AUM0.00%$11,1757.5KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$89,17259.8KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$23,20415.6KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$11673Q1 2026
Groupe la Francaise$7.3B AUM0.00%$2,7882.5KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$9,9346.7KQ1 2026
JNBA Financial Advisors$1.2B AUM0.00%$403270Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$52,80040.0KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$22,18616.8KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$23,14015.5KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$58,88339.5KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$5,9604.0KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$37,81725.4KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$918616Q1 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$17,13511.5KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$411,492291.8KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$36,96028.0KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$770517Q1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$16,11010.8KQ1 2026
FIDUCIARY ADVISORS, INC.$133M AUM0.00%$3020Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$1,132760Q1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$22,10514.8KQ1 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$1,5701.0KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$33,20322.3KQ1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$49,61133.3KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$4,0552.7KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$43,31729.1KQ1 2026
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$745500Q1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$12,8138.6KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$11,9208.0KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$447300Q1 2026
CWM, LLC$38.1B AUM0.00%$5,2553.5KQ1 2026
Fisher Asset Management, LLC$294.9B AUM0.00%$37,27627.2KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$45,83430.8KQ1 2026
COMERICA BANK$25.1B AUM0.00%$2,6992.0KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$5,6263.8KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$3,0002.2KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$238169Q2 2025OLDER
MAI Capital Management$17.7B AUM0.00%$1,6261.1KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$52,00034.4KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$14,3269.6KQ1 2026
HM PAYSON & CO$6.9B AUM0.00%$507340Q1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$27,10018.2KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$13296Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$64Q2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$11987Q3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2,1471.4KQ1 2026
ASSETMARK, INC$49.0B AUM0.00%$499335Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$2,1251.5KQ2 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$151107Q2 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$43Q1 2026

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