SEC 13F Intelligence

GTLSCHART INDS INC

CUSIP 16115Q308 · Yahoo Finance ↗ · Google Finance ↗

Chart Inds Inc (GTLS) has 454 institutional holders in Filings Flow’s 13F database, together reporting 47.48M shares worth $9.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Ubs Group AG.

Institutional Holders
454
Q1 2026
Reported Value
$9.5B
Ticker
GTLS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 189Q4 ’18Q1 ’19: 227Q2 ’19: 221Q2 ’19Q3 ’19: 219Q2 ’21: 278Q2 ’21Q4 ’21: 304Q4 ’22: 376Q4 ’22Q4 ’25: 473Q1 ’26: 454Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $14.7BQ4 ’18Q1 ’19: $21.4BQ2 ’19: $18.0BQ2 ’19Q3 ’19: $14.6BQ2 ’21: $43.4BQ2 ’21Q4 ’21: $48.1BQ4 ’22: $3.4BQ4 ’22Q4 ’25: $9.4BQ1 ’26: $9.5BQ1 ’26Q2 ’26: $35Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Absolute Gestao de Investimentos Ltda.$877M AUM19.42%$186M901.0KQ4 2025OLDER
ATLANTIC INVESTMENT MANAGEMENT, INC.$172M AUM16.95%$30M147.5KQ3 2025OLDER
Slotnik Capital, LLC$342M AUM13.41%$46M221.8KQ1 2026OLDER
Birnam Oak Advisors, LP$441M AUM9.33%$41M198.9KQ1 2026OLDER
PSquared Asset Management AG$287M AUM8.45%$24M117.4KQ1 2026OLDER
CIBRA Capital Ltd$207M AUM8.14%$5M23.0KQ4 2025OLDER
Kryger Capital LLC$1.4B AUM8.04%$114M550.1KQ1 2026OLDER
First Trust Capital Management L.P.$1.9B AUM6.86%$131M631.8KQ1 2026OLDER
Chicago Capital Management, LLC$121M AUM6.85%$8M53.0KQ1 2026OLDER
Nixon Capital, LLC$293M AUM5.89%$17M83.4KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM5.58%$30M143.4KQ1 2026OLDER
Melqart Asset Management (UK) Ltd$1.0B AUM5.41%$55M265.2KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM5.23%$89M428.8KQ1 2026OLDER
Beryl Capital Management LLC$110M AUM4.91%$48M234.8KQ4 2025OLDER
KRYGER CAPITAL Ltd$1.3B AUM4.71%$61M295.4KQ4 2025OLDER
Westchester Capital Management, LLC$2.2B AUM4.65%$103M496.1KQ1 2026OLDER
WATER ISLAND CAPITAL LLC$896M AUM4.38%$39M189.9KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM3.96%$27M129.0KQ1 2026OLDER
Yakira Capital Management, Inc.$342M AUM3.24%$11M53.6KQ1 2026OLDER
Murchinson Ltd.$791M AUM3.15%$25M120.5KQ1 2026OLDER
Quarry LP$558M AUM3.00%$17M80.8KQ1 2026OLDER
Kintayl Capital LP$192M AUM2.89%$5M23.4KQ3 2025OLDER
Decagon Asset Management LLP$386M AUM2.83%$11M52.9KQ1 2026OLDER
Paradice Investment Management LLC$532M AUM2.64%$12M58.8KQ3 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM2.57%$38M185.3KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM2.47%$16M79.6KQ3 2025OLDER
Hiddenite Capital Partners LP$381M AUM2.27%$13M62.5KQ3 2025OLDER
AQR Arbitrage LLC$6.1B AUM2.19%$133M644.4KQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM1.97%$38M191.2KQ3 2025OLDER
WHITEBOX ADVISORS LLC$8.1B AUM1.93%$157M758.9KQ1 2026OLDER
Steadtrust LLC$198M AUM1.91%$2M14.8KQ4 2025OLDER
Capricorn Fund Managers Ltd$641M AUM1.84%$12M57.0KQ1 2026OLDER
TIG Advisors, LLC$2.2B AUM1.57%$34M164.4KQ1 2026OLDER
No Street GP LP$1.5B AUM1.53%$23M110.0KQ4 2025OLDER
HBK INVESTMENTS L P$9.9B AUM1.45%$142M689.1KQ1 2026OLDER
Fortress Investment Group LLC$394M AUM1.24%$5M23.7KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM1.11%$5M25.0KQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM1.07%$97M470.1KQ1 2026OLDER
PACK Private Wealth, LLC$218M AUM1.06%$2M11.2KQ1 2026OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM1.05%$15M73.2KQ1 2026OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM1.02%$42M208.6KQ3 2025OLDER
Parrish Capital LLC$112M AUM0.93%$1M5.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.92%$12M58.0KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.91%$40M194.1KQ1 2026OLDER
Varenne Capital Partners$413M AUM0.90%$4M17.9KQ1 2026OLDER
Davidson Capital Management Inc.$552M AUM0.89%$4M19.9KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.88%$87M420.4KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM0.87%$12M58.3KQ1 2026OLDER
Anderson Financial Strategies, LLC$182M AUM0.86%$2M7.5KQ1 2026OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.84%$15M72.7KQ1 2026OLDER
Aristotle Pacific Capital, LLC$123M AUM0.79%$2M8.2KQ3 2025OLDER
Jefferson Bridge Capital, LLC$101M AUM0.74%$740,3723.6KQ1 2026OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.71%$4M19.9KQ4 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.68%$9M42.3KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.68%$46M220.9KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.65%$19M91.8KQ4 2025OLDER
Hedeker Wealth, LLC$474M AUM0.65%$3M15.5KQ3 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.64%$4M134.2KQ4 2025OLDER
Aurora Investment Counsel$180M AUM0.59%$1M5.6KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.58%$89M431.4KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM0.57%$1M5.0KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.55%$56M271.1KQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.54%$23M110.0KQ1 2026OLDER
IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM0.48%$1M6.3KQ4 2025OLDER
ABC ARBITRAGE SA$753M AUM0.45%$3M16.3KQ1 2026OLDER
R Squared Ltd$182M AUM0.44%$803,4313.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.44%$12M56.8KQ1 2026OLDER
MUHLENKAMP & CO INC$380M AUM0.44%$2M7.9KQ4 2025OLDER
Hudson Value Partners, LLC$335M AUM0.41%$1M6.7KQ4 2025OLDER
ANGELO GORDON & CO., L.P.$1.1B AUM0.39%$4M20.0KQ4 2025OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM0.39%$7M35.6KQ4 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.39%$61M294.7KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.38%$5M23.0KQ4 2025OLDER
Carlson Capital, L.P.$318M AUM0.37%$1M5.0KQ4 2025OLDER
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM0.36%$726,7263.5KQ1 2026OLDER
Boyce & Associates Wealth Consulting, Inc.$132M AUM0.34%$454,8502.2KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.34%$1M5.6KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.34%$17M82.1KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.33%$9M45.1KQ1 2026OLDER
Gates Capital Management, Inc.$3.7B AUM0.33%$18M92.0KQ3 2025OLDER
DLD Asset Management, LP$1.1B AUM0.33%$4M21.5KQ4 2025OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.31%$22M109.8KQ3 2025OLDER
Maven Securities LTD$5.2B AUM0.31%$16M78.1KQ1 2026OLDER
FIL Ltd$128.7B AUM0.31%$396M1.91MQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.30%$44M212.1KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.29%$40M192.8KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.29%$1M5.3KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.28%$3M16.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.27%$210M1.02MQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.27%$320,4631.6KQ1 2026OLDER
Old West Investment Management, LLC$923M AUM0.26%$1M5.8KQ3 2025OLDER
Carmignac Gestion$6.5B AUM0.26%$17M82.9KQ2 2026
Nicholas Investment Partners, LP$1.4B AUM0.26%$4M17.3KQ4 2025OLDER
Front Row Advisors LLC$296M AUM0.26%$755,0513.7KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.25%$2M9.4KQ1 2026OLDER
Horizon Family Wealth, Inc.$189M AUM0.25%$465,3952.3KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.24%$34M166.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.24%$7M34.0KQ1 2026OLDER
BRAUN STACEY ASSOCIATES INC$3.0B AUM0.24%$7M34.5KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.23%$10M49.0KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.23%$4M21.0KQ1 2026OLDER
DOLIVER ADVISORS, LP$440M AUM0.23%$929,8914.5KQ4 2025OLDER
Cetera Trust Company, N.A$177M AUM0.22%$382,4881.9KQ1 2026OLDER
WOODSTOCK CORP$1.1B AUM0.21%$2M11.7KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.21%$64M311.1KQ4 2025OLDER
JB Capital LLC$2.5B AUM0.20%$5M24.4KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.20%$90M435.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.19%$1M5.1KQ1 2026OLDER
BECK CAPITAL MANAGEMENT, LLC$437M AUM0.19%$804,9593.9KQ4 2025OLDER
Marshall Financial Group, LLC$625M AUM0.18%$1M5.6KQ1 2026OLDER
Cruiser Capital Advisors, LLC$257M AUM0.18%$454,8502.2KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.17%$28M136.2KQ1 2026OLDER
TPG GP A, LLC$3.7B AUM0.17%$6M30.0KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.17%$331,8241.6KQ4 2025OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.16%$3M12.5KQ4 2025OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.16%$2M7.7KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.16%$12M57.3KQ1 2026OLDER
Advisor Resource Council$309M AUM0.16%$494,3392.4KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.16%$13M64.0KQ1 2026OLDER
Lifestyle Asset Management, Inc.$306M AUM0.16%$477,2162.3KQ4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.16%$108M523.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.15%$137M662.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.15%$21M102.1KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.15%$7M34.6KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.15%$11M54.8KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM0.14%$960,3544.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$4M18.4KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.14%$5M21.9KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.13%$1M5.6KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.13%$559,2192.8KQ3 2025OLDER
Woodline Partners LP$26.4B AUM0.13%$33M161.3KQ1 2026OLDER
EdgeRock Capital LLC$370M AUM0.12%$468,9672.3KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.12%$162M781.5KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.12%$1M6.4KQ3 2025OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.11%$622,7103.0KQ1 2026OLDER
Crumly & Associates Inc.$522M AUM0.11%$595,8972.9KQ2 2026
Stonebridge Capital Advisors LLC$1.4B AUM0.11%$2M7.6KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.11%$2M11.1KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.11%$972,9664.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.10%$89M430.9KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.10%$10M51.2KQ3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.10%$63M306.5KQ1 2026OLDER
PenderFund Capital Management Ltd.$639M AUM0.10%$640,9253.1KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.10%$675,7063.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.10%$6M27.7KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.10%$58M282.2KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.10%$2M10.0KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.09%$61M296.5KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.09%$2M10.0KQ3 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.09%$24M117.3KQ1 2026OLDER
Archford Capital Strategies, LLC$873M AUM0.09%$756,2453.7KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.09%$212M1.02MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.09%$6M28.4KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.08%$10M48.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.08%$4M18.3KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.08%$191M922.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.08%$2M12.0KQ1 2026OLDER
360 Financial, Inc.$332M AUM0.07%$248,1001.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.07%$480M2.32MQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.07%$28M135.1KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.07%$20M96.8KQ1 2026OLDER
HARVEY CAPITAL MANAGEMENT INC$439M AUM0.07%$310,2321.6KQ3 2025OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.07%$15M74.0KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.07%$790,0023.8KQ2 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.07%$675,0393.3KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.06%$8M40.9KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.06%$747,6083.6KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.06%$233,4521.1KQ4 2025OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.06%$4M20.2KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.06%$34M163.0KQ1 2026OLDER
Investors Research Corp$523M AUM0.06%$304,9561.5KQ1 2026OLDER
LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM0.06%$206,9571.0KQ1 2026OLDER
WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM0.06%$930,1684.5KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.06%$17M80.9KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.06%$606,6942.9KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.05%$264,3751.3KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$256,5771.2KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.05%$1,4287.1KQ3 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.05%$3M12.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.05%$27M132.0KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.05%$5M24.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.05%$10M46.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.05%$10M46.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M13.0KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.05%$760,9893.7KQ4 2025OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.04%$307,0241.5KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.04%$250,7761.2KQ4 2025OLDER
Blume Capital Management, Inc.$588M AUM0.04%$224,1681.1KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$4M17.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.04%$339M1.64MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.04%$4M18.8KQ1 2026OLDER
Orange Investment Advisors, Inc.$772M AUM0.04%$292,9651.4KQ1 2026OLDER
First Bank & Trust$680M AUM0.04%$213,1601.1KQ3 2025OLDER
Truvestments Capital LLC$554M AUM0.03%$191,864928Q1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.03%$2M9.0KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.03%$220,1651.1KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M13.6KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.03%$2M11.3KQ4 2025OLDER
Wellington Shields & Co., LLC$392M AUM0.03%$127,978619Q1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.03%$1M5.4KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M10.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.03%$1M5.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$28M134.2KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$685,1703.3KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M5.4KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.03%$1.5B7.32MQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.03%$80M390.1KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.03%$2M8.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M9.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$768,2833.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$28M135.5KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.02%$89,522433Q1 2026OLDER
Wellspring Financial Advisors, LLC$1.3B AUM0.02%$254,9911.3KQ3 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.02%$1M5.6KQ3 2025OLDER
Perpetual Ltd$6.5B AUM0.02%$2M7.6KQ4 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$587,0402.9KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$425M2.06MQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM0.02%$474,3292.3KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M12.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.02%$32M156.7KQ1 2026OLDER
VISTA CAPITAL PARTNERS, INC.$994M AUM0.02%$204,3531.0KQ3 2025OLDER
Raiffeisen Bank International AG$7.0B AUM0.02%$1M7.0KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.02%$549,1282.7KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.02%$310,1431.6KQ3 2025OLDER
Activest Wealth Management$569M AUM0.02%$115,160557Q1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.02%$788,5453.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.02%$21M102.2KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.02%$611,4713.0KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.02%$633,0743.2KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$10M49.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$34M166.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$119M575.0KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.02%$5M25.2KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M11.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$592,1322.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$64M311.6KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.02%$2M10.9KQ1 2026OLDER
FIRST AMERICAN TRUST, FSB$1.5B AUM0.02%$220,5661.1KQ3 2025OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.02%$329,7671.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M13.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.02%$7M35.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M23.7KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.02%$940,9194.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$28M135.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$240M1.16MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$45,040312Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$111M538.2KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$709,3593.4KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$399,0281.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$35,070213Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$58M281.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M6.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$898M4.36MQ4 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$379,2841.9KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M15.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$327,6181.6KQ2 2026
VISION FINANCIAL MARKETS LLC$102M AUM0.01%$12,40560Q1 2026OLDER
StoneX Group Inc.$1.9B AUM0.01%$220,1891.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M10.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M16.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$337M1.63MQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$32,224161Q3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$11M52.8KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M11.8KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$20M94.6KQ1 2026OLDER
Capital Asset Advisory Services LLC$2.6B AUM0.01%$292,8391.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.01%$281,4111.4KQ3 2025OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.01%$250,3631.2KQ4 2025OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$240,2441.2KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$4M20.0KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$58M282.6KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$214,4001.0KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$313,8461.5KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$13,93967.3KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$621,0773.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$414M2.00MQ1 2026OLDER
United Community Bank$300M AUM0.01%$29,772144Q1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$436,6562.1KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$425,0802.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M30.2KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.01%$62,645303Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M6.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$429,2132.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$248,3011.2KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$943,6074.6KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.01%$15,01175Q3 2025OLDER
Addison Advisors LLC$452M AUM0.01%$41,350200Q1 2026OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$274,9781.3KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$120,742584Q1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$809,4263.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M10.9KQ4 2025OLDER
FIRST FINANCIAL BANKSHARES INC$5.0B AUM0.01%$427,7212.1KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$147M713.5KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$14M69.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M10.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$126M608.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$30M143.5KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$532,5882.6KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.01%$380,4201.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M17.3KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$249,7541.2KQ1 2026OLDER
Mechanics Financial Corp$239M AUM0.01%$20,015100Q3 2025OLDER
Blackstone Inc.$25.6B AUM0.01%$2M9.4KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$2M8.1KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$23M109.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$481,1072.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$462,0302.2KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$1M6.6KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M11.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$5M23.4KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M7.6KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$26,820134Q3 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$308,2641.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M5.5KQ4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.01%$23,983116Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$309,2981.5KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$325,8431.6KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M35.8KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.01%$245,2061.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$229,9721.1KQ3 2025OLDER
&PARTNERS$20.2B AUM0.01%$1M6.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M27.6KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$7M34.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M9.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$21,709105Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$4M21.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$13M62.6KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.01%$62,025300Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$328,9371.6KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$12M58.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M6.6KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$240,1801.2KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M6.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$296,0661.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$22M106.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$24M118.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$69M333.9KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$290,1661.4KQ4 2025OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$41,350200Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$978,7554.7KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$370,1831.8KQ4 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$101,928493Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$550,9892.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$1M5.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M6.1KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$4M19.2KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$10,31250Q4 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$349,6141.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M14.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M10.8KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.00%$258,4371.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M10.9KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$34,827174Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$35M171.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$73M355.2KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$309,0921.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$819,1444.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$717,2923.6KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$304,5431.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M17.4KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$266,9141.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$23M109.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M15.3KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$284,8561.4KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$1M5.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M23.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M8.5KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$225,4091.1KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$68,468332Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M11.6KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.00%$760,5703.8KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$2M10.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$33,848162Q2 2026
Legal & General Group Plc$432.4B AUM0.00%$13M63.0KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$195,359935Q2 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M6.3KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$615,7013.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$608,0522.9KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$617,4533.0KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$15M74.0KQ2 2026
Ballentine Partners, LLC$7.2B AUM0.00%$207,5561.0KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$6M28.7KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$15,92077Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M8.2KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$5,15625Q4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M6.5KQ1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$7,03034Q1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.00%$3M17.0KQ3 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$7,23735Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$5,16925Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2M7.3KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M11.4KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$11,16554Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$280,1461.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$9,51146Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$41,246200Q4 2025OLDER
Key FInancial Inc$562M AUM0.00%$12,61261Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$296,3411.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$387,6571.9KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$63,848319Q3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$20,26298Q1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$29,979145Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$562,5672.7KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$7,23735Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$25,844125Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M7.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M17.6KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$398,2811.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M15.7KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$6,61632Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$9M45.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M10.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$552,4362.7KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M6.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$425,7192.1KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M28.9KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$235,0751.1KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$128,185620Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$68,532328Q2 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$286,1421.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M4.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M7.9KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$480,9012.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$94,278456Q2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$1M6.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M7.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$290,5421.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M5.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$44,669216Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M12.0KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.00%$856,6424.3KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$1M6.2KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$216,5421.1KQ4 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$3M12.8KQ3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$259,0281.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$996,4944.8KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$21,016105Q3 2025OLDER
Cheviot Value Management, LLC$996M AUM0.00%$13,43965Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$954,2414.6KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$30,526148Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$24,190117Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$4,53722Q4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M8.7KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$10,46350.6KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$9,28045Q4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$738,7183.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$60,578293Q1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$473,0442.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$433,0692.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$223,9701.1KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$38,870188Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M19.7KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$68,451342Q3 2025OLDER
True Link Financial Advisors, LLC$1.6B AUM0.00%$16,12778Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$14,02468Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$95,550462Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$17,42287Q3 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,0345Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$168,088813Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$488,7012.4KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$18,40189Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$1,9609Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$219,7751.1KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$10,72452Q4 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$2,89514Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$414,3102.1KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$496,3932.4KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M5.2KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$584,1142.8KQ4 2025OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$6,41031Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$280,3531.4KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$2M9.3KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,917106Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$39,903193Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$17,98887Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$19,43594Q1 2026OLDER
McMillan Office, Inc.$782M AUM0.00%$4,75523Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$193,972938Q1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$1,0325Q4 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,68813Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M10.4KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$463,1362.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$409,3652.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M6.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$843,0224.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$831,3424.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M12.8KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$11,37155Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2,68813Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$24,545119Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$38,698187Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$41,350200Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$208,6111.0KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,6548Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$9,09744Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,2416Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$88,323425Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$47,760231Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$7,42536Q4 2025OLDER
Amundi$367.1B AUM0.00%$907,0124.4KQ1 2026OLDER

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