SEC 13F Intelligence

HA7ENVIRI CORP

CUSIP 415864107 · Yahoo Finance ↗ · Google Finance ↗

Enviri Corp (HA7) has 217 institutional holders in Filings Flow’s 13F database, together reporting 88.90M shares worth $1.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Neuberger Berman Group LLC, and Newtyn Management, LLC.

Institutional Holders
217
Q1 2026
Reported Value
$1.7B
Ticker
HA7
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 231Q4 ’18Q1 ’19: 224Q2 ’19: 217Q2 ’19Q3 ’19: 188Q2 ’21: 158Q2 ’21Q4 ’21: 167Q4 ’22: 162Q4 ’22Q4 ’25: 233Q1 ’26: 217Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $2.2BQ4 ’18Q1 ’19: $2.5BQ2 ’19: $3.4BQ2 ’19Q3 ’19: $2.6BQ2 ’21: $3.3BQ2 ’21Q4 ’21: $3.8BQ4 ’22: $207MQ4 ’22Q4 ’25: $1.5BQ1 ’26: $1.7BQ1 ’26Q2 ’26: $578,531filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Mill Road Capital Management LLC$191M AUM21.50%$41M2.09MQ1 2026OLDER
Heights Point Management, LP$108M AUM14.86%$16M816.9KQ1 2026OLDER
MASON CAPITAL MANAGEMENT LLC$613M AUM14.39%$88M4.49MQ1 2026OLDER
Newtyn Management, LLC$936M AUM11.54%$108M5.50MQ1 2026OLDER
HG Vora Capital Management, LLC$191M AUM8.46%$22M1.25MQ4 2025OLDER
BRIGHTLINE CAPITAL MANAGEMENT, LLC$338M AUM7.28%$18M1.40MQ3 2025OLDER
ANGELO GORDON & CO., L.P.$1.1B AUM5.95%$63M3.52MQ4 2025OLDER
Meros Investment Management, LP$231M AUM5.32%$12M625.9KQ1 2026OLDER
Beartown Capital Management, LLC$209M AUM3.97%$8M422.4KQ1 2026OLDER
Vision One Management Partners, LP$232M AUM3.49%$6M436.9KQ3 2025OLDER
Fund 1 Investments, LLC$872M AUM3.38%$30M1.50MQ1 2026OLDER
Kent Lake PR LLC$198M AUM2.88%$6M450.0KQ3 2025OLDER
Pertento Partners LLP$1.4B AUM2.57%$27M1.53MQ4 2025OLDER
Solas Capital Management, LLC$174M AUM2.27%$4M201.2KQ1 2026OLDER
TPG GP A, LLC$3.7B AUM1.93%$71M3.61MQ1 2026OLDER
Diameter Capital Partners LP$1.1B AUM1.92%$31M2.46MQ3 2025OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM1.68%$44M2.23MQ1 2026OLDER
SCOPIA CAPITAL MANAGEMENT LP$146M AUM1.52%$12M953.3KQ3 2025OLDER
AYAL Capital Advisors Ltd$369M AUM1.44%$5M270.0KQ1 2026OLDER
MONIMUS CAPITAL MANAGEMENT, LP$361M AUM1.43%$5M263.1KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM1.25%$92M4.67MQ1 2026OLDER
Union Square Park Capital Management, LLC$176M AUM1.11%$2M100.0KQ1 2026OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM1.11%$34M1.82MQ1 2026OLDER
CIBRA Capital Ltd$207M AUM1.04%$2M109.4KQ1 2026OLDER
Divisar Capital Management LLC$392M AUM1.00%$4M289.8KQ3 2025OLDER
SCOGGIN MANAGEMENT LP$1.0B AUM0.95%$10M500.0KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.71%$14M738.5KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.68%$4M352.4KQ3 2025OLDER
Oribel Capital Management, LP$2.3B AUM0.58%$13M709.6KQ4 2025OLDER
Rangeley Capital, LLC$103M AUM0.53%$549,36028.0KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.28%$4M180.0KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.25%$489,82527.3KQ4 2025OLDER
Cruiser Capital Advisors, LLC$257M AUM0.25%$632,88232.3KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.22%$627,20035.0KQ4 2025OLDER
Alpine Global Management, LLC$668M AUM0.22%$1M75.0KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.19%$6M302.5KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.18%$8M661.9KQ3 2025OLDER
VARCOV Co.$268M AUM0.17%$440,22324.6KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.17%$49M2.50MQ1 2026OLDER
Diametric Capital, LP$385M AUM0.16%$628,31032.0KQ1 2026OLDER
JBF Capital, Inc.$676M AUM0.14%$980,21550.0KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.14%$1M101.7KQ3 2025OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.14%$896,00050.0KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.13%$293,53515.0KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.12%$1M83.0KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.12%$8M469.3KQ4 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.12%$18M921.6KQ1 2026OLDER
D.B. Root & Company, LLC$419M AUM0.11%$464,63025.9KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.11%$1M66.0KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM0.10%$340,48019.0KQ4 2025OLDER
Aristides Capital LLC$462M AUM0.10%$449,04322.9KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.09%$119M6.07MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.08%$10M521.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.08%$341,50617.4KQ1 2026OLDER
Boussard & Gavaudan Investment Management LLP$1.1B AUM0.07%$601,71047.5KQ3 2025OLDER
Nelson Capital Management, LLC$819M AUM0.07%$565,54728.8KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.06%$1M60.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.06%$98M4.98MQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.06%$1M66.3KQ4 2025OLDER
MUFG Securities EMEA plc$6.7B AUM0.06%$4M190.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.04%$7M350.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.04%$2M79.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$1M80.0KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$509,55126.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.04%$321,29716.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.04%$2M110.1KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$3M132.4KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$1M79.6KQ4 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.04%$4M196.2KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.04%$2M134.4KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.04%$729,25440.7KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.04%$3M274.3KQ3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.03%$13M659.5KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.03%$22M1.12MQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.03%$416,78323.3KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M135.3KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.02%$684,38534.9KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.02%$13M670.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$235,06712.0KQ1 2026OLDER
Goldstein Advisors, LLC$900M AUM0.02%$158,40912.5KQ3 2025OLDER
Torren Management, LLC$201M AUM0.02%$37,3092.1KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$6M288.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$4M209.1KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$63M3.22MQ1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.01%$24,5171.9KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$101,8875.2KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$39,2402.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$702,39635.8KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$470,54326.3KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$849,78143.3KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.01%$145,73211.5KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$413,65632.6KQ3 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$245,46612.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$285,72714.6KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$67,6113.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$871,24644.4KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.01%$9,810500Q1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$333,77517.0KQ1 2026OLDER
Investors Research Corp$523M AUM0.01%$37,6322.1KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$135,9276.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$876,75448.9KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.01%$3M171.9KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.01%$15,0001.2KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$13M640.7KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$321,37616.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$423,43921.6KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$361,14518.4KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$230,12311.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$29M1.48MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$248,96313.9KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2M137.1KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$833,02642.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M391.8KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$8,085451Q4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M208.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$230M11.71MQ1 2026OLDER
Graney & King, LLC$186M AUM0.00%$7,358375Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$124,6856.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M84.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$145,4437.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M171.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M220.8KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$453,26123.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$34,1581.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$410,25420.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$323,63518.1KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$814,23041.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M352.1KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$11,772600Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$17M858.3KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$451,58425.2KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$18M892.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$10M513.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$37M1.90MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$391,14419.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$15M760.3KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$14,068717Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$693,60635.4KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$597,97233.4KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M935.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M83.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$391,32119.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$58M2.94MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$15M766.5KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$2,315118Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$10,144517Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M94.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M174.0KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2,413123Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M53.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9M459.9KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$896,00050.0KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$350,90517.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$31M1.56MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M143.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$64M3.25MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M148.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M81.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$109,2255.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$352,12419.6KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$257,33513.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$95M5.30MQ4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$14,925750Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$18M912.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$266,45013.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$586,89329.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$21M1.18MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M546.7KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$356,49618.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$247,40413.8KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$304,11015.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$284,49014.5KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M113.6KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M91.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$611,12431.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$380,49119.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M79.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$699,29635.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$49,4422.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M163.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$384,21819.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M317.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M175.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$557,75728.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$25,8001.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$879,78044.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M81.7KQ3 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$21,3621.1KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$7,240369Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$374,32219.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M161.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M70.8KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$198,26711.1KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$304,45015.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$64,5963.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M130.5KQ1 2026OLDER
PINNEY & SCOFIELD, INC.$185M AUM0.00%$1,09956Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$416,88621.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$663,90233.8KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$141,69711.2KQ3 2025OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$1,15859Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M83.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$872,08944.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$370,53529.2KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$547,39827.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M66.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$12,969661Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$10,537559Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,217113Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$233,20311.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$311,01615.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,82593Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$41321Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$675,18834.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,587131.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$105,6545.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$254,39313.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,16565Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,748242Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$8,104413Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$64,5693.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$206,51011.5KQ4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$4,577232Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$74638Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M164.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$130,8856.7KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,15859Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$164,8668.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$50,2662.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$325,53516.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$53,7603.0KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,555487Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,283239Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,61082Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$331,20616.9KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$2,708138Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$572,89229.2KQ2 2026
Allworth Financial LP$24.7B AUM0.00%$26,4091.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$39220Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$6,102311Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,84494Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$45123Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$283,54814.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$38,0821.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,472126Q1 2026OLDER
Amundi$367.1B AUM0.00%$243,52312.4KQ1 2026OLDER
Trust Co$1.1B AUM0.00%$70636Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$233,91011.9KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1438Q4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$29415Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$84,7784.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$96,1275.1KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$43222Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,72788Q2 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$94248Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$22,3861.1KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$11,419582Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$438,00322.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,09956Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$39422Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$4,101209Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$85,0004.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$10,968559Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,355120Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,747140Q2 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$67353Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,122246Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$201Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$32318Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$26915Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$201Q1 2026OLDER

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