SEC 13F Intelligence

GTXGARRETT MOTION INC

CUSIP 366505105 · Yahoo Finance ↗ · Google Finance ↗

Garrett Motion Inc (GTX) has 404 institutional holders in Filings Flow’s 13F database, together reporting 179.67M shares worth $3.0B as of Q1 2026. The largest reported holders are Oaktree Capital Management LP, Blackrock, Inc., and Fuller & Thaler Asset Management, Inc..

Institutional Holders
404
Q1 2026
Reported Value
$3.0B
Ticker
GTX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 466Q4 ’18Q1 ’19: 434Q2 ’19: 386Q2 ’19Q3 ’19: 351Q2 ’21: 155Q2 ’21Q4 ’21: 201Q4 ’22: 211Q4 ’22Q4 ’25: 373Q1 ’26: 404Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $7.1BQ4 ’18Q1 ’19: $4.6BQ2 ’19: $1.9BQ2 ’19Q3 ’19: $2.2BQ2 ’21: $419MQ2 ’21Q4 ’21: $1.1BQ4 ’22: $244MQ4 ’22Q4 ’25: $3.1BQ1 ’26: $3.0BQ1 ’26Q2 ’26: $23Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CYRUS CAPITAL PARTNERS, L.P.$196M AUM20.01%$39M2.16MQ1 2026OLDER
Gem Investment Advisors, LLC$102M AUM18.18%$18M1.02MQ1 2026OLDER
Prevatt Capital Ltd$371M AUM11.02%$41M2.25MQ1 2026OLDER
AWH Capital, L.P.$110M AUM10.16%$11M615.5KQ1 2026OLDER
APIS CAPITAL ADVISORS, LLC$648M AUM7.47%$48M2.67MQ1 2026OLDER
Four Tree Island Advisory LLC$198M AUM4.99%$10M543.7KQ1 2026OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM4.04%$265M14.59MQ1 2026OLDER
Gates Capital Management, Inc.$3.7B AUM2.95%$108M5.94MQ1 2026OLDER
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM2.87%$60M3.30MQ1 2026OLDER
LONESTAR CAPITAL MANAGEMENT LLC$671M AUM2.17%$15M800.0KQ1 2026OLDER
S SQUARED TECHNOLOGY, LLC$264M AUM1.68%$4M245.0KQ1 2026OLDER
Carmel Capital Management L.L.C.$349M AUM1.64%$6M314.8KQ1 2026OLDER
Yorkville Advisors Global, LP$155M AUM1.47%$2M125.0KQ1 2026OLDER
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM1.40%$13M700.0KQ1 2026OLDER
Marnell Management LLC$288M AUM1.15%$3M181.9KQ1 2026OLDER
Forager Capital Management, LLC$201M AUM1.00%$2M166.1KQ3 2025OLDER
De Lisle Partners LLP$836M AUM0.92%$8M424.1KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.84%$37M2.68MQ3 2025OLDER
Lodge Hill Capital, LLC$518M AUM0.82%$4M250.0KQ4 2025OLDER
LITTLE HOUSE CAPITAL LLC$387M AUM0.79%$3M167.6KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.67%$198M10.90MQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.66%$6M341.3KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.54%$10M530.7KQ1 2026OLDER
Teton Advisors, LLC$142M AUM0.51%$726,80040.0KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.50%$49M2.68MQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.45%$4M209.9KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.42%$4M201.7KQ1 2026OLDER
JBF Capital, Inc.$676M AUM0.42%$3M155.0KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.36%$912,89750.2KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.35%$35M1.95MQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.35%$105M5.76MQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.33%$2M84.0KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.31%$7M368.1KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.31%$4M204.4KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.30%$11M597.5KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.29%$9M488.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.29%$3M178.7KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.29%$4M248.4KQ4 2025OLDER
Hel Ved Capital Management Ltd$844M AUM0.29%$2M133.0KQ1 2026OLDER
JB CAPITAL PARTNERS LP$581M AUM0.28%$2M91.0KQ1 2026OLDER
LightSquare Wealth Management, LLC$133M AUM0.27%$363,40020.0KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.27%$1M28.7KQ2 2026
Quantedge Capital Pte Ltd$183M AUM0.22%$410,64222.6KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.20%$733,48740.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.20%$2M106.1KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.20%$810,58059.5KQ3 2025OLDER
New Vernon Capital Holdings II LLC$136M AUM0.19%$403,99323.2KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.19%$2M172.0KQ3 2025OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.17%$2M95.7KQ1 2026OLDER
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.9B AUM0.17%$3M184.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.17%$571,11931.4KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.16%$22M1.23MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.16%$381,87421.9KQ4 2025OLDER
Ruffer LLP$2.4B AUM0.15%$4M205.9KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.15%$376,13027.6KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.14%$823,58347.0KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.14%$3M138.7KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.14%$834,94846.0KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.13%$536,01529.5KQ1 2026OLDER
State of Wyoming$844M AUM0.13%$1M60.4KQ1 2026OLDER
Scientech Research LLC$120M AUM0.13%$205,76111.8KQ4 2025OLDER
AXIOM INVESTORS LLC /DE$9.0B AUM0.13%$12M638.7KQ1 2026OLDER
1492 Capital Management LLC$263M AUM0.13%$337,58018.6KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.12%$533,54429.4KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.12%$827,28045.5KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.12%$635,95035.0KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.11%$16M897.3KQ1 2026OLDER
Corient IA LLC$106M AUM0.10%$136,20010.0KQ3 2025OLDER
Smead Capital Management, Inc.$4.6B AUM0.10%$5M254.9KQ1 2026OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.09%$2M89.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.09%$12M667.9KQ1 2026OLDER
WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM0.08%$227,12512.5KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.08%$2M87.1KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.08%$16M858.6KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.08%$2M126.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.08%$4M226.4KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.08%$473,73134.8KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.07%$1M74.3KQ1 2026OLDER
Prairiewood Capital, LLC$346M AUM0.07%$247,43913.6KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.07%$623,28634.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.07%$4M213.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.06%$63M3.46MQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.06%$609,93216.8KQ2 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.06%$3M179.9KQ4 2025OLDER
LBP AM SA$7.3B AUM0.06%$4M245.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.06%$7M397.0KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.06%$3M158.2KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$9M494.1KQ4 2025OLDER
JACKSON SQUARE CAPITAL, LLC$477M AUM0.05%$261,72114.4KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.05%$2M105.0KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.05%$1M68.1KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.05%$411,96922.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.05%$10M557.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M216.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$3M138.4KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.04%$1M55.8KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.04%$25M1.34MQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.04%$185,44613.6KQ3 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M132.0KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$231,00016.9KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.04%$69M3.82MQ1 2026OLDER
D'Orazio & Associates, Inc.$772M AUM0.04%$285,57815.7KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.04%$10M574.4KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$27M1.46MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$304,00216.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.04%$32M1.74MQ1 2026OLDER
MBB PUBLIC MARKETS I LLC$839M AUM0.03%$286,50515.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M74.3KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$628,90034.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M137.2KQ1 2026OLDER
Sciencast Management LP$785M AUM0.03%$251,74513.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$10M536.6KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.03%$67,2473.7KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.03%$37M2.11MQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.03%$2M113.3KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.03%$5M275.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.03%$399,74022.0KQ1 2026OLDER
Merewether Investment Management, LP$5.2B AUM0.03%$1M78.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$44M2.44MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$963,60170.7KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M358.3KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.02%$260,30014.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.02%$6M325.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M79.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$999,25955.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$5M366.6KQ3 2025OLDER
Aviance Capital Partners, LLC$854M AUM0.02%$200,79711.1KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.02%$15M818.9KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.02%$17M468.6KQ2 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M121.0KQ1 2026OLDER
Mawer Investment Management Ltd.$15.4B AUM0.02%$3M179.6KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$727,23241.7KQ4 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.02%$532,00029.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$416,59423.9KQ4 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$912,35652.3KQ4 2025OLDER
Qtron Investments LLC$738M AUM0.02%$158,57811.6KQ3 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.02%$22M1.19MQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.02%$11M619.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.02%$2M115.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$28M1.53MQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.02%$2M137.0KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.02%$165,22412.1KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.02%$4M251.4KQ4 2025OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.02%$288,52115.9KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.02%$7M534.8KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$14M776.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$216,75011.9KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$200,07011.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.02%$4M237.4KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.02%$183,91710.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$9M518.2KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.02%$244,58613.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$8M454.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$9M477.8KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.01%$197,00014.5KQ3 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$2M103.1KQ4 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$2M120.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$64M3.50MQ1 2026OLDER
FRANKLIN STREET ADVISORS INC /NC$1.8B AUM0.01%$234,2276.5KQ2 2026
Nuveen, LLC$369.3B AUM0.01%$48M2.64MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$14M765.0KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$7M419.4KQ4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$706,72438.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M90.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$9M538.7KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$62,1963.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$7M360.9KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.01%$516,51638.1KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$14M791.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$993,10054.7KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$23,5121.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M338.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M180.1KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M273.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M97.0KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$55,6553.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$58M3.17MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$19M1.03MQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$5M255.3KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M170.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$264,28314.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$150M8.25MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$900,36049.6KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$10,302567Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$7M388.0KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$60,3793.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M246.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$266,53614.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$197,50810.9KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$744,53441.0KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M61.5KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M201.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$300,89417.3KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M323.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$517,70028.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$14M765.2KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M67.2KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$5M254.2KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.01%$457,90225.2KQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM0.01%$11,901655Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$2M117.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M70.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$862,33047.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$81M4.44MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M68.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$343,03118.9KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$9,321513Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$216,78611.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$6M305.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M450.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M101.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$237M13.03MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M202.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$25M1.38MQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$184,04410.1KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$22,028608Q2 2026
Kingsview Wealth Management, LLC$7.3B AUM0.00%$243,69817.9KQ3 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$9,085500Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$23M1.26MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M341.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$14M766.5KQ1 2026OLDER
Hilltop National Bank$468M AUM0.00%$16,304450Q2 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$26M1.45MQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$17,262950Q1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$184,35310.1KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$192,82810.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M197.1KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$260,63414.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M73.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$19M1.07MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$742,84942.6KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$23M1.25MQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M60.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$583,74832.1KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$28,223779Q2 2026
STATE STREET CORP$2.90T AUM0.00%$76M4.17MQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$326,88024.0KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M422.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$42M2.41MQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$22,7131.3KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$252,03814.5KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$829,86045.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M75.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$44M2.45MQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M105.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$9M520.4KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$47,3203.5KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$320,01017.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$12M673.0KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$2,308127Q1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$529,21030.4KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$672,21737.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M83.4KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.00%$447,18024.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$717,65039.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M99.3KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$528,12930.3KQ4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$613,55833.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$860,85847.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M112.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$11,260646Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$15M841.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M64.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$339,81518.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M77.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$321,30518.4KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$390,92821.5KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$629,57234.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M82.3KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,890104Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$51,2781.4KQ2 2026
Point72 Hong Kong Ltd$2.2B AUM0.00%$31,4222.3KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M88.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$22M1.23MQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$476,05426.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$18M1.01MQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$926,67051.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M220.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$77M4.42MQ4 2025OLDER
St. Johns Investment Management Company, LLC$238M AUM0.00%$2,635145Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$195,43314.3KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M113.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$9M514.9KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$23,8351.8KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$27,499759Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$21,8041.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M258.1KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$3M156.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M195.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M160.8KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$183,31110.5KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M86.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$4,088225Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$10,612584Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M185.5KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$2,362130Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2,653146Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$473,34026.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$468,09525.8KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M78.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$18,6301.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$27M1.48MQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,9671.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$327,45317.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$943,92151.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M185.6KQ2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$433,98524.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$520,97028.7KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$16,280896Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$652,33735.9KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$871,57948.0KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$1,944107Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$1,817100Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M134.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$141,7267.8KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$738,82840.7KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.00%$1,553114Q3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$7,268400Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$2,180120Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$303,49416.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$17,625970Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$27,6961.6KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$9,158504Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$130,9267.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$446,03724.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M59.7KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$12,258900Q3 2025OLDER
Key FInancial Inc$562M AUM0.00%$2,580142Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$34,2141.9KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,944107Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$8,267455Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M87.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M57.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$748,70341.4KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$594,15932.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,634200Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$762,34142.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$348,40319.2KQ1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.00%$69038Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M85.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$23,0031.3KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$95670Q3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$240,88913.3KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$1,14563Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$1,14563Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,593143Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$463,80725.5KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$68150Q3 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$1,45178Q1 2026OLDER
North Capital, Inc.$118M AUM0.00%$35426Q3 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$47226Q1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.00%$60033Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$140,0547.7KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,299126.5KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$14,609804Q1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$54630Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$233,25412.8KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,52684Q1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$92751Q1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.00%$2,398132Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$21,4461.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$33,3141.8KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$2,181120Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$5,251289Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$74641Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$30917Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$41,5062.3KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,908160Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$88851Q4 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$232,57612.8KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$38221Q1 2026OLDER
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM0.00%$54540Q3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$49127Q1 2026OLDER
ESL Trust Services, LLC$524M AUM0.00%$67237Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$8,867488Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$22412Q1 2026OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM0.00%$27315Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$60033Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$45425Q1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$20415Q4 2025OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$76356Q3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$22,4771.3KQ4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,41778Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,47896Q2 2026
Nemes Rush Group LLC$1.1B AUM0.00%$90950Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$22,6401.2KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.00%$17410Q4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$30,8891.7KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$47226Q1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$29116Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$1,09160Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$149,8048.4KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$72740Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$97,7185.4KQ1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1649Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$81745Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$54630Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$83646Q1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.00%$1123Q2 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$2,126117Q1 2026OLDER
Manitou Investment Management Ltd.$538M AUM0.00%$27916Q4 2025OLDER
Holos Integrated Wealth LLC$198M AUM0.00%$915Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$3,902213Q1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$14111Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$18210Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$2,144118Q2 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$36320Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$20,9611.2KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$1147Q4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$25,3831.4KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$62,6863.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$202,00011.1KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$50127Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$68150Q3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$875Q4 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$18210Q1 2026OLDER
Pineridge Advisors LLC$350M AUM0.00%$977Q3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$2,326128Q1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.00%$544Q3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$36827Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$4,216232Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$25414Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$1,03657Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$57616Q2 2026
Napier Financial, LLC$436M AUM0.00%$915Q1 2026OLDER
RMG Wealth Management LLC$866M AUM0.00%$1488Q4 2025OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$18210Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$3,706204Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$553Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$38622Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$20215Q3 2025OLDER
Fairman Group, LLC$117M AUM0.00%$181Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1106Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,58287Q1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.00%$1,16364Q1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$32718Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$38221Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$27315Q1 2026OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.00%$27215Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,619144Q2 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$27916Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$362Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$25,4381.4KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$21812Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$1277Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$1,14563Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$1106Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$553Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$478Q3 2025OLDER
Alexis Investment Partners, LLC$145M AUM0.00%$171Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,15885Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$4,942272Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$60033Q1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$553Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$21012Q4 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$685Q3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$272Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$271Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1106Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$372Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,623199Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1,72599Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$60033Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$734Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$553Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$48828Q4 2025OLDER

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