SEC 13F Intelligence

CRISPR THERAPEUTICS AG

CUSIP H17182108

Crispr Therapeutics AG has 487 institutional holders in Filings Flow’s 13F database, together reporting 77.12M shares worth $3.5B as of Q1 2026. The largest reported holders are Ark Investment Management LLC, Blackrock, Inc., and Orbis Allan Gray Ltd.

Institutional Holders
487
Q1 2026
Reported Value
$3.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 128Q4 ’18Q1 ’19: 140Q2 ’19: 153Q2 ’19Q3 ’19: 148Q2 ’21: 457Q2 ’21Q4 ’21: 406Q4 ’22: 371Q4 ’22Q4 ’25: 469Q1 ’26: 487Q1 ’26Q2 ’26: 27filingsflow.com
Total reported value
Q4 ’18: $104.2BQ4 ’18Q1 ’19: $152.4BQ2 ’19: $201.0BQ2 ’19Q3 ’19: $175.3BQ2 ’21: $31.5BQ2 ’21Q4 ’21: $21.2BQ4 ’22: $1.7BQ4 ’22Q4 ’25: $3.8BQ1 ’26: $3.5BQ1 ’26Q2 ’26: $24Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GSK plc$599M AUM25.57%$153M3.22MQ1 2026OLDER
SR ONE CAPITAL MANAGEMENT, LP$915M AUM10.59%$97M2.04MQ1 2026OLDER
Versant Venture Management, LLC$141M AUM5.01%$7M148.8KQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM4.19%$538M11.31MQ1 2026OLDER
NEA Management Company, LLC$1.8B AUM2.86%$50M1.06MQ1 2026OLDER
EcoR1 Capital, LLC$2.4B AUM2.80%$66M1.39MQ1 2026OLDER
Green Alpha Advisors, LLC$102M AUM2.67%$3M57.0KQ1 2026OLDER
Del-Sette Capital Management, LLC$167M AUM2.52%$4M62.5KQ3 2025OLDER
Stonepine Capital Management, LLC$250M AUM1.91%$3M50.0KQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM1.45%$19M400.9KQ1 2026OLDER
Monashee Investment Management LLC$184M AUM1.29%$2M50.0KQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM1.25%$88M1.85MQ1 2026OLDER
Orbis Allan Gray Ltd$23.7B AUM1.23%$290M6.11MQ1 2026OLDER
BLUE JEAN FINANCIAL LLC$121M AUM1.19%$1M28.0KQ4 2025OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM0.91%$975,18520.5KQ1 2026OLDER
Beck Bode, LLC$591M AUM0.86%$5M98.8KQ4 2025OLDER
DIADEMA PARTNERS LP$588M AUM0.86%$5M106.3KQ1 2026OLDER
Hedges Asset Management LLC$142M AUM0.84%$1M22.8KQ4 2025OLDER
Baker Chad R$530M AUM0.84%$4M93.3KQ1 2026OLDER
Kassira Wealth Management LLC$109M AUM0.69%$751,08315.8KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.59%$2M35.5KQ1 2026OLDER
Slow Capital, Inc.$770M AUM0.56%$4M91.2KQ1 2026OLDER
Jacobs Equity LLC$112M AUM0.49%$551,33611.6KQ1 2026OLDER
Farrow Financial, Inc.$176M AUM0.46%$807,69217.0KQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM0.45%$2M32.5KQ1 2026OLDER
No Street GP LP$1.5B AUM0.44%$7M125.0KQ4 2025OLDER
Privium Fund Management B.V.$480M AUM0.42%$2M42.9KQ1 2026OLDER
Contrarius Group Holdings Ltd$1.8B AUM0.40%$8M156.6KQ4 2025OLDER
Affinity Asset Advisors, LLC$1.9B AUM0.37%$7M150.0KQ1 2026OLDER
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM0.37%$713,55015.0KQ1 2026OLDER
WINCAP FINANCIAL LLC$185M AUM0.35%$513,3889.8KQ4 2025OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.34%$4M92.5KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.29%$598,320906Q4 2025OLDER
Palo Alto Investors LP$654M AUM0.29%$2M39.6KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.26%$1M23.5KQ1 2026OLDER
TANG CAPITAL MANAGEMENT LLC$2.0B AUM0.25%$6M100.0KQ3 2025OLDER
SAXON INTERESTS, INC.$290M AUM0.24%$694,33214.6KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.22%$2M38.9KQ1 2026OLDER
Scientech Research LLC$120M AUM0.21%$332,3126.3KQ4 2025OLDER
Virtus Investment Advisers, LLC$363M AUM0.20%$708,50814.9KQ1 2026OLDER
B & T Capital Management DBA Alpha Capital Management$690M AUM0.19%$1M25.8KQ4 2025OLDER
HC Advisors, LLC$149M AUM0.18%$253,6023.9KQ3 2025OLDER
Jupiter Wealth Management LLC$253M AUM0.18%$448,3758.5KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.18%$2M40.6KQ4 2025OLDER
Corient IA LLC$106M AUM0.16%$168,3983.5KQ1 2026OLDER
MYDA Advisors LLC$608M AUM0.15%$786,60015.0KQ4 2025OLDER
PSP Research LLC$188M AUM0.15%$272,7005.0KQ2 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.14%$12M256.8KQ1 2026OLDER
BRAVE ASSET MANAGEMENT INC$467M AUM0.13%$612,70211.2KQ2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.13%$4M89.7KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.13%$2M47.5KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM0.12%$209,7604.0KQ4 2025OLDER
CAP Partners, LLC$177M AUM0.12%$204,5994.3KQ1 2026OLDER
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.11%$1M24.7KQ1 2026OLDER
SFE Investment Counsel$635M AUM0.11%$671,68814.1KQ1 2026OLDER
IVC Wealth Advisors LLC$230M AUM0.10%$240,4665.1KQ1 2026OLDER
Signature Wealth Management Partners, LLC$199M AUM0.10%$202,1734.3KQ1 2026OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.10%$3M56.1KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.10%$140,4552.95MQ1 2026OLDER
Turn8 Private Wealth Inc.$160M AUM0.10%$134,0362.6KQ4 2025OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.10%$556,90211.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.09%$827,38517.4KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.09%$391,0258.2KQ1 2026OLDER
Quantum Private Wealth, LLC$324M AUM0.09%$299,6916.3KQ1 2026OLDER
Abu Dhabi Investment Council Co P.J.S.C$975M AUM0.09%$901,83219.0KQ1 2026OLDER
Manhattan West Asset Management, LLC$511M AUM0.09%$452,0109.5KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.09%$240,2775.1KQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.09%$266,5825.6KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.08%$161,3573.4KQ1 2026OLDER
Quad-Cities Investment Group, LLC$278M AUM0.08%$227,1054.2KQ2 2026
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.08%$190,2804.0KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.08%$5M102.3KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$892,22318.8KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.08%$940,17319.8KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.08%$312,8686.6KQ1 2026OLDER
Z3 Capital Partners, LLC$395M AUM0.08%$297,3136.3KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.07%$5M105.4KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.07%$230,2816.8KQ1 2026OLDER
SWEENEY & MICHEL, LLC$340M AUM0.07%$215,1182.9KQ3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.07%$2M41.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.07%$5M107.4KQ1 2026OLDER
Tyche Wealth Partners LLC$648M AUM0.07%$425,7528.9KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.07%$380,3695.9KQ3 2025OLDER
Intesa Sanpaolo S.p.A.$1.7B AUM0.06%$1M21.0KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.06%$267,4445.1KQ4 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.06%$46M968.1KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.06%$810,26017.0KQ1 2026OLDER
Mason & Associates Inc$516M AUM0.06%$312,6417.1KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.06%$207,4054.4KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.06%$382,7077.3KQ1 2026OLDER
ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM0.06%$90,3831.9KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.06%$88M1.85MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.06%$71M1.48MQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.06%$278,0475.8KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.05%$427,27112.5KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.05%$23M475.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$6M135.1KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.05%$1M24.6KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.05%$2M30.5KQ2 2026
Koss-Olinger Consulting, LLC$1.2B AUM0.05%$600,00011.4KQ4 2025OLDER
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM0.05%$266,3925.6KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.05%$298,7006.2KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.05%$306,5262.0KQ2 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.04%$995,78320.9KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.04%$9M143.6KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$6M127.2KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.04%$2M49.7KQ1 2026OLDER
Buck Wealth Strategies, LLC$810M AUM0.04%$320,5136.1KQ4 2025OLDER
Marex Group Ltd$15.8B AUM0.04%$6M134.1KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.04%$395,7977.3KQ2 2026
Moran Wealth Management, LLC$3.3B AUM0.04%$1M25.3KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.04%$6M109.5KQ2 2026
Abundance Wealth Counselors$697M AUM0.04%$214,0653.3KQ3 2025OLDER
Advisor OS, LLC$1.4B AUM0.03%$452,2489.5KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.03%$221,1394.2KQ4 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.03%$89,2711.6KQ2 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.03%$443,4959.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.03%$3M62.4KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.03%$115,2152.4KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$541,28610.3KQ4 2025OLDER
SteelPeak Wealth, LLC$3.3B AUM0.03%$1M21.7KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.03%$831,00017.5KQ1 2026OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.03%$973,28120.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$669,16714.1KQ1 2026OLDER
Capital World Investors$732.9B AUM0.03%$225M4.73MQ1 2026OLDER
Thrive Wealth Management, LLC$787M AUM0.03%$200,9113.1KQ3 2025OLDER
South Street Advisors LLC$690M AUM0.03%$207,5863.2KQ3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.03%$3M55.5KQ1 2026OLDER
Quadcap Wealth Management, LLC$879M AUM0.03%$230,2384.8KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.03%$528,55011.1KQ1 2026OLDER
NWAM LLC$1.7B AUM0.03%$436,3609.2KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$3927.5KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.02%$5M106.7KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.02%$373,0927.8KQ1 2026OLDER
Operose Advisors LLC$431M AUM0.02%$95,8062.0KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.02%$82,0581.7KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.02%$669,49214.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$5M95.8KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$424,6108.9KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.02%$380,7038.0KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$4M90.3KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.02%$954,54020.1KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.02%$552,33511.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M25.9KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M60.0KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.02%$3M57.0KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.02%$255,2135.4KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$215,8734.5KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.02%$544,01411.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$213,5364.1KQ4 2025OLDER
Twin Lakes Capital Management, LLC$220M AUM0.01%$32,443682Q1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.01%$35,392744Q1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.01%$272,2435.7KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$302,1075.8KQ4 2025OLDER
Darwin Wealth Management, LLC$321M AUM0.01%$44,002925Q1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M43.9KQ3 2025OLDER
Capital International Investors$426.5B AUM0.01%$56M1.19MQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M35.7KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$370,4287.8KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.01%$2M34.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$84M1.76MQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.01%$225,3874.7KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$232,8894.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$4,45785Q4 2025OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.01%$220,0973.4KQ3 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.01%$47,5701.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M49.6KQ1 2026OLDER
STEMPOINT CAPITAL LP$1.0B AUM0.01%$59,00040.0KQ3 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$491,58810.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M25.0KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$409,8168.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$355,5867.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$807,02517.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$119,5432.5KQ1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.01%$22,089405Q2 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$64M1.35MQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$231,3004.9KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.01%$51,0431.1KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.01%$453,7709.5KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$235,8045.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M24.7KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.01%$28,542600Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$8M173.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M49.0KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$207,6233.8KQ4 2025OLDER
Quattro Advisors LLC$115M AUM0.01%$11,694223Q4 2025OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.01%$215,2544.5KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$64,8101.0KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.01%$6M117.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M86.0KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.01%$211,3463.3KQ3 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$230,5683.6KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$78M1.65MQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$5M96.0KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$125,4422.3KQ2 2026
AllSquare Wealth Management LLC$189M AUM0.01%$16,397253Q4 2025OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$202,9344.3KQ1 2026OLDER
Retirement Planning Group, LLC$3.2B AUM0.01%$241,0933.7KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$4M88.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M90.1KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.01%$594,73811.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$49M1.04MQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$9,514200Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$18M377.2KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$457,4469.6KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.01%$1M21.5KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$8M131.3KQ3 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$155,2743.0KQ4 2025OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$32,396681Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$7M154.0KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$9,722129Q3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M32.4KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$113M2.38MQ1 2026OLDER
Sarver Vrooman Wealth Advisors$168M AUM0.01%$12,323235Q4 2025OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.01%$223,5303.4KQ3 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$7,971152Q4 2025OLDER
Align Financial, LLC$176M AUM0.01%$11,893250Q1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$211,5914.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$26M542.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M23.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$252,0265.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$189M3.98MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$526,31711.1KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$862,15918.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$365M7.68MQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M19.9KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$3M73.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$5M92.4KQ4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$8M158.4KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.01%$16,697351Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$4M94.7KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$10,132213Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$371,3797.8KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.01%$79,2991.7KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$10,513221Q1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$36,486767Q1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.01%$11,000230Q1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.01%$7,801164Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M52.5KQ1 2026OLDER
Bellevue Group AG$4.2B AUM0.01%$238,6115.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$320,7656.7KQ1 2026OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.01%$12,130255Q1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$205,7884.3KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$10,704225Q1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$222,0314.2KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$631,25413.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$1M29.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$221,2014.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4M78.5KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$201,5273.8KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M101.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$39M828.1KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.01%$465,9969.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$38M802.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$413,8598.7KQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.00%$14,271300Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$93M1.95MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$23M494.2KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.00%$7,136150Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M114.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M169.7KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.00%$9,514200Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$104,0362.2KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$33,377515Q3 2025OLDER
Choate Investment Advisors$5.1B AUM0.00%$214,1303.3KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$262,5395.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$57,6071.2KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$2M31.5KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$201,1983.7KQ2 2026
Summit Financial, LLC$7.8B AUM0.00%$330,1366.9KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$987,33115.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M60.1KQ1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$9,728200Q2 2026
CHOREO, LLC$8.1B AUM0.00%$338,4137.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$436,9099.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$7M142.7KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$376,1357.9KQ1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$32,729688Q1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$9,514200Q1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$608,27812.3KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM0.00%$237,3745.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M48.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M21.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M47.1KQ1 2026OLDER
Monetary Solutions, Ltd$103M AUM0.00%$3,80680Q1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$228,2544.8KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$105,5102.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$480,55210.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$899,07318.9KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$26,220500Q4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$93,5712.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$47M983.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$6M116.1KQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$13,320280Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$852,59717.9KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$20,455430Q1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$1M22.1KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.00%$2M31.6KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$943,21819.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$10M220.3KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$10,855207Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$14M286.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M76.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,05785.3KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$574,86012.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M21.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M59.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M120.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$730,69913.9KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$401,3018.4KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M22.3KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$19,028400Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$144,4703.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$15M311.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$66,5501.4KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$4,995105Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M26.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M43.9KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$4,757100Q1 2026OLDER
RWA WEALTH PARTNERS, LLC$9.1B AUM0.00%$227,1593.5KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$134,0542.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$166,0083.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$472,7039.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$2M25.6KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$13M280.7KQ2 2026
PITTENGER & ANDERSON INC$2.5B AUM0.00%$63,0311.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$9M190.8KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$10,704225Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M47.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$268,1055.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M34.8KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.00%$4,757100Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$241,3235.1KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$62,4121.3KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$107,5092.3KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$157,9333.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$25,361465Q2 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$20M414.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$272,6885.2KQ4 2025OLDER
Elyxium Wealth, LLC$312M AUM0.00%$7,971152Q4 2025OLDER
RAELIPSKIE PARTNERSHIP$236M AUM0.00%$5,244100Q4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$527,74211.1KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$31,831607Q1 2026OLDER
Front Row Advisors LLC$296M AUM0.00%$6,374134Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$524,03211.0KQ1 2026OLDER
Hamrick Investment Counsel, llc$180M AUM0.00%$3,80680Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$15,714300Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$35M667.1KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.00%$6,422135Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M54.3KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$5M101.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M24.6KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$3,80680Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$63,6491.3KQ1 2026OLDER
Gould Capital, LLC$165M AUM0.00%$3,33070Q1 2026OLDER
Fairscale Capital, LLC$145M AUM0.00%$2,80759Q1 2026OLDER
PINNEY & SCOFIELD, INC.$185M AUM0.00%$3,56875Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M152.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$240,3725.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M21.5KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$136,5262.9KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$236,2573.6KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M28.0KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$611,38712.9KQ1 2026OLDER
Pflug Koory, LLC$218M AUM0.00%$3,99684Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$324,3806.8KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$300,8336.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M43.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$119M2.27MQ4 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$4,36380Q2 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$101,8002.1KQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$61,8411.3KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$2,61655Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M38.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M96.4KQ1 2026OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$30,730646Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$7,499143Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$75,2081.6KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$217,4694.1KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7M157.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$302,4215.8KQ4 2025OLDER
IFS Advisors, LLC$194M AUM0.00%$2,80659Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$81,0201.5KQ4 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$16,650350Q1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$4,757100Q1 2026OLDER
EFG International AG$4.7B AUM0.00%$65,5041.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3M63.7KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$7,373155Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$3,45371Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$26M546.8KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$4,18688Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$8M163.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$54M1.14MQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$3,14660Q4 2025OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$55,5861.1KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$35,396649Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M83.4KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.00%$3,23568Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$20M457.6KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.00%$4,757100Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$852,78817.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M25.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M37.6KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$4,09186Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$240,2295.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M23.7KQ1 2026OLDER
Banque Transatlantique SA$4.2B AUM0.00%$47,9511.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$73,4481.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$881,71018.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M82.2KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.00%$2,724270Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M39.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$352,0667.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$4,757100Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$645,12913.6KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$95220Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$9,800206Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M40.3KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$406,4868.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$202,5834.3KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$2,94962Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$512,47210.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M75.6KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$502,72010.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$213,4203.3KQ3 2025OLDER
Rathbones Group PLC$50.6B AUM0.00%$200,7163.1KQ3 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$4,853102Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7,611160Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$296,7226.2KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.00%$9,942209Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$641,78313.5KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$25,450535Q1 2026OLDER
BLUELINE ADVISORS LLC$129M AUM0.00%$95220Q1 2026OLDER
Legacy Bridge, LLC$262M AUM0.00%$1,90340Q1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM0.00%$3,80680Q1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$2,85460Q1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$72,3541.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$753,04815.8KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$4,805101Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M29.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M57.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$127,1542.7KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M25.9KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$4,995105Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1,14224Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$21,696408Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$6,481100Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$169,0173.6KQ2 2026
US BANCORP \DE\$82.4B AUM0.00%$499,62910.5KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$9,268143Q3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,995105.0KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$1,46828Q4 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$14,781271Q2 2026
Alexis Investment Partners, LLC$145M AUM0.00%$6,35198Q3 2025OLDER
Independence Bank of Kentucky$789M AUM0.00%$4,28190Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$6,850144Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$14,259321Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,23568Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$780,14816.4KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$27,861585Q2 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$131,2462.8KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$289,5415.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M22.3KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$133,5292.8KQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.00%$1,42730Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$252,7875.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M64.1KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$71415Q1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$23,785500Q1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$5,138108Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$327,5206.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$271,4244.2KQ3 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$23,785500Q1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$4,757100Q1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$1,23726Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$358,6595.5KQ3 2025OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$85618Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$16,650350Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$6,031115Q4 2025OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$1,90340Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$4289Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$131,7892.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$279,9975.9KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$5,804122Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M28.4KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$275,3545.2KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M34.9KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$234,7423.6KQ3 2025OLDER
ORG Partners LLC$568M AUM0.00%$1,73033Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$6,199127Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$478,55410.1KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$55,348854Q3 2025OLDER
Community Bank, N.A.$840M AUM0.00%$2,37850Q1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$20,473300Q3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$7,136150Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,56875Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$15,619241Q3 2025OLDER
Kozak & Associates, Inc.$576M AUM0.00%$1,44626Q2 2026
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$85618Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$761.4KQ4 2025OLDER

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