GSBDGOLDMAN SACHS BDC INC
CUSIP 38147U107 · Yahoo Finance ↗ · Google Finance ↗
Goldman Sachs Bdc Inc (GSBD) has 197 institutional holders in Filings Flow’s 13F database, together reporting 40.92M shares worth $340M as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Private Management Group Inc, and Generali Asset Management Spa Sgr.
Institutional Holders
197
Q1 2026
Reported Value
$340M
Ticker
GSBD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Muzinich & Co., Inc.$286M AUM | 2.49% | $7M | 801.5K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 1.67% | $4M | 506.6K | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.61% | $2M | 251.9K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 1.28% | $44M | 5.00M | Q1 2026OLDER |
| ARES MANAGEMENT LLC$1.5B AUM | 1.27% | $19M | 2.17M | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.89% | $2M | 191.6K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.67% | $3M | 336.0K | Q4 2025OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.61% | $29M | 3.29M | Q1 2026OLDER |
| TT Capital Management LLC$121M AUM | 0.50% | $608,724 | 68.5K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.41% | $1M | 150.7K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.38% | $971,746 | 104.7K | Q4 2025OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.38% | $1M | 122.9K | Q1 2026OLDER |
| Adams Asset Advisors, LLC$891M AUM | 0.37% | $3M | 374.6K | Q1 2026OLDER |
| Privium Fund Management (UK) Ltd$197M AUM | 0.37% | $596,765 | 55.5K | Q3 2025OLDER |
| Arcus Capital Partners, LLC$278M AUM | 0.31% | $705,534 | 69.4K | Q3 2025OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.29% | $796,465 | 85.8K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.28% | $3M | 393.2K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 0.26% | $328,796 | 32.3K | Q3 2025OLDER |
| Financial Alternatives, Inc$185M AUM | 0.25% | $435,993 | 47.0K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.23% | $568,836 | 61.3K | Q4 2025OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.23% | $1M | 160.5K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.22% | $787,993 | 88.7K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.21% | $2M | 183.4K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.21% | $239,137 | 26.0K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.20% | $521,786 | 58.8K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.20% | $559,440 | 63.0K | Q1 2026OLDER |
| DELPHI FINANCIAL GROUP, INC.$222M AUM | 0.19% | $418,932 | 47.2K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.18% | $286,149 | 32.2K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.17% | $901,561 | 97.2K | Q4 2025OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.16% | $593,893 | 66.0K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.15% | $235,088 | 23.1K | Q3 2025OLDER |
| Maia Wealth LLC$591M AUM | 0.14% | $848,040 | 95.5K | Q1 2026OLDER |
| Autumn Glory Partners, LLC$272M AUM | 0.13% | $363,574 | 40.9K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.13% | $153,894 | 17.3K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.13% | $153,393 | 17.3K | Q1 2026OLDER |
| Black Maple Capital Management LP$179M AUM | 0.12% | $222,000 | 25.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.11% | $897,288 | 101.0K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.11% | $991,754 | 111.7K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.10% | $872,501 | 81.9K | Q3 2025OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.10% | $158,801 | 17.9K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.10% | $444,000 | 50.0K | Q1 2026OLDER |
| One William Street Capital Management, L.P.$1.2B AUM | 0.10% | $742,400 | 80.0K | Q4 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.09% | $3M | 311.2K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.09% | $943,776 | 92.8K | Q3 2025OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.08% | $131,405 | 14.2K | Q4 2025OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.08% | $750,955 | 84.6K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.08% | $818,665 | 92.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $3M | 290.2K | Q2 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.08% | $1M | 114.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.08% | $3M | 307.9K | Q4 2025OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.07% | $103,615 | 10.9K | Q2 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.07% | $386,147 | 43.5K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.07% | $398,483 | 44.9K | Q1 2026OLDER |
| QVT Financial LP$1.4B AUM | 0.07% | $1M | 100.0K | Q3 2025OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.07% | $106,923 | 10.5K | Q3 2025OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.07% | $105,894 | 11.9K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.07% | $5M | 530.8K | Q3 2025OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.07% | $108,209 | 10.6K | Q3 2025OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.05% | $149,110 | 16.8K | Q1 2026OLDER |
| Cohen Capital Management, Inc.$735M AUM | 0.05% | $366,820 | 38.7K | Q2 2026 |
| Garde Capital, Inc.$1.7B AUM | 0.05% | $831,737 | 93.7K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.05% | $192,252 | 21.6K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.05% | $723,292 | 74.5K | Q1 2026OLDER |
| Southern Financial Group, LLC$358M AUM | 0.04% | $160,817 | 18.1K | Q2 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.04% | $181,889 | 20.5K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.04% | $242,424 | 27.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $1M | 90.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 120.9K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.04% | $212,000 | 20.8K | Q3 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.03% | $59,902 | 5.9K | Q3 2025OLDER |
| Centiva Capital, LP$13.6B AUM | 0.03% | $4M | 503.5K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $320,000 | 36.0K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.03% | $140,209 | 14.8K | Q2 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.03% | $217,709 | 23.7K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.03% | $132,873 | 15.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $646,981 | 72.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.03% | $882,760 | 95.1K | Q4 2025OLDER |
| Kendall Capital Management$488M AUM | 0.03% | $143,012 | 16.1K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.03% | $106,560 | 12.0K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $783,433 | 88.2K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.03% | $174,300 | 19.6K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.03% | $184,884 | 19.9K | Q4 2025OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.02% | $380,053 | 41.0K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.02% | $4M | 424.6K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $437,310 | 43.0K | Q3 2025OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $203,400 | 20.0K | Q3 2025OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.02% | $19,980 | 2.3K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $27,972 | 3.1K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.02% | $32,502 | 2.4K | Q3 2025OLDER |
| Sciencast Management LP$785M AUM | 0.02% | $125,967 | 13.6K | Q4 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $158,230 | 17.1K | Q4 2025OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.02% | $183,061 | 20.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $231,409 | 26.2K | Q1 2026OLDER |
| Gilman Hill Asset Management, LLC$731M AUM | 0.02% | $101,700 | 10.0K | Q3 2025OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.02% | $111,039 | 11.7K | Q2 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.01% | $119,436 | 13.4K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $119,445 | 13.5K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.01% | $18,364 | 2.07M | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $279,383 | 31.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $393,588 | 44.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.01% | $112,812 | 11.9K | Q2 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 0.01% | $238,046 | 26.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $479,313 | 54.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $428,374 | 40.2K | Q3 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $2M | 182.9K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $388,589 | 43.8K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $19,674 | 2.1K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.01% | $140,028 | 14.2K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.01% | $703,619 | 75.8K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $918,727 | 103.5K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.01% | $130,033 | 14.0K | Q4 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $216,006 | 24.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $467,266 | 52.6K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $12,804 | 1.3K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $484,550 | 47.6K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $481,443 | 54.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $206,469 | 23.3K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $88,294 | 9.9K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $17,138 | 1.9K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $192,741 | 21.7K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $505,192 | 56.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $58M | 6.54M | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $114,082 | 12.8K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $169,608 | 19.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $33,129 | 3.6K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 204.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $568,373 | 64.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $107,692 | 10.6K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $274,623 | 30.9K | Q2 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $18,785 | 2.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 520.3K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $62,253 | 7.0K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $11,305 | 1.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $437,598 | 47.2K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $64,002 | 6.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $366,753 | 41.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $89,919 | 10.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $526,149 | 59.3K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $6M | 696.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $21,925 | 2.5K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.00% | $164,631 | 18.5K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $16,584 | 1.9K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $4,068 | 400 | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $150,949 | 17.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $191,236 | 20.6K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $283,204 | 27.8K | Q3 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $532,939 | 60.0K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.00% | $131,231 | 13.7K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $22M | 2.53M | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $113,549 | 12.8K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $404,111 | 45.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 250.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $62,160 | 7.0K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $8,880 | 1.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $195,982 | 22.1K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 320.7K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 322.3K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $170,257 | 19.2K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $19,822 | 2.1K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $261,369 | 25.7K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $88,800 | 10.0K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $15M | 1.65M | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $35,067 | 3.9K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $88,800 | 10.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 693.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8M | 882.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $342,097 | 33.6K | Q3 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $108,576 | 11.7K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $1M | 140.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $251,220 | 27.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $136,063 | 14.7K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $2M | 270.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $7,314 | 795 | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $147,353 | 14.5K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $993,821 | 111.9K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $4,440 | 500 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $270,254 | 30.4K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $35,520 | 4.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $46,443 | 5.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $162,238 | 18.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 1.96M | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $278,400 | 30.0K | Q4 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $494,065 | 55.6K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $5,085 | 500 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 147.2K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $128,387 | 14.5K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $6,496 | 700 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $758,506 | 85.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $134,644 | 15.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $72,839 | 8.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 997.6K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $149,799 | 15.6K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $89,030 | 10.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $418,460 | 47.1K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $9,324 | 1.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $8,880 | 1.0K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $339,207 | 38.2K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $196,880 | 21.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $98,444 | 11.1K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $3,108 | 350 | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.00% | $948 | 100 | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 216.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $552,905 | 59.6K | Q4 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $33,566 | 3.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $94,157 | 10.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,945 | 3.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $340,422 | 37.1K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $9,085 | 979 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,922 | 329 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $228,127 | 25.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 237.3K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $141,251 | 15.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 239.3K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $20,340 | 2.0K | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 162.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $58,895 | 5.8K | Q3 2025OLDER |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $109,734 | 10.8K | Q3 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $193,770 | 21.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $240,352 | 25.9K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $17,608 | 2.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $2,850 | 321 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 166.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $56,826 | 6.1K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $129,973 | 12.8K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $155,695 | 15.3K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $47,217 | 5.1K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $876 | 100 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $129,582 | 14.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $38,042 | 4.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $105,551 | 11.6K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $98,600 | 10.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $49,158 | 5.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $23,546 | 2.5K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $100,252 | 10.8K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $966,233 | 108.8K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $154,838 | 15.2K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $164,754 | 16.2K | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $4,526 | 493 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $663,727 | 74.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $177,813 | 20.0K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $143,350 | 16.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $46,400 | 5.0K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $400 | 45 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $130,513 | 14.1K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 442.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $2,220 | 250 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,664 | 300 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $448,440 | 50.5K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $160 | 18 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $1M | 139.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $9,102 | 1.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $15,673 | 1.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $16,526 | 1.6K | Q3 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.00% | $38 | 4 | Q1 2026OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.00% | $888 | 100 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $5,683 | 640 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $3,641 | 410 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $11,047 | 1.2K | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $17,991 | 2.0K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $63,886 | 7.1K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $595 | 67 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $894 | 102 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2,700 | 304 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2,695 | 265 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $928 | 100 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.