SEC 13F Intelligence

HEHAWAIIAN ELEC INDS INC MTN B

CUSIP 419870100 · Yahoo Finance ↗ · Google Finance ↗

Hawaiian Elec Inds Inc Mtn B (HE) has 340 institutional holders in Filings Flow’s 13F database, together reporting 139.32M shares worth $1.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Horizon Kinetics Asset Management LLC, and Vanguard Group Inc.

Institutional Holders
340
Q1 2026
Reported Value
$1.9B
Ticker
HE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 264Q4 ’18Q1 ’19: 279Q2 ’19: 289Q2 ’19Q3 ’19: 288Q2 ’21: 275Q2 ’21Q4 ’21: 310Q4 ’22: 306Q4 ’22Q4 ’25: 317Q1 ’26: 340Q1 ’26Q2 ’26: 23filingsflow.com
Total reported value
Q4 ’18: $9.8BQ4 ’18Q1 ’19: $10.8BQ2 ’19: $17.4BQ2 ’19Q3 ’19: $13.9BQ2 ’21: $18.0BQ2 ’21Q4 ’21: $15.3BQ4 ’22: $1.0BQ4 ’22Q4 ’25: $1.6BQ1 ’26: $1.9BQ1 ’26Q2 ’26: $23Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MAD RIVER INVESTORS$278M AUM7.28%$20M1.36MQ1 2026OLDER
12 West Capital Management LP$592M AUM4.51%$27M1.80MQ1 2026OLDER
JCP Investment Management, LLC$150M AUM4.13%$5M425.0KQ4 2025OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM3.48%$321M21.64MQ1 2026OLDER
MSRH, LLC$113M AUM2.20%$2M167.5KQ1 2026OLDER
Dougherty & Associates, LLC$109M AUM0.90%$978,25365.9KQ1 2026OLDER
PROMETHIUM ADVISORS,LLC$193M AUM0.83%$2M108.0KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM0.77%$6M370.6KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.54%$22M1.50MQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.45%$8M512.0KQ1 2026OLDER
140 Summer Partners LP$1.6B AUM0.39%$5M434.1KQ4 2025OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.36%$10M799.6KQ4 2025OLDER
INTREPID FAMILY OFFICE LLC$124M AUM0.36%$445,20030.0KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.34%$8M528.2KQ1 2026OLDER
Dockside LLC$397M AUM0.23%$909,09861.3KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM0.22%$3M205.8KQ1 2026OLDER
TriaGen Wealth Management LLC$366M AUM0.20%$747,93650.4KQ1 2026OLDER
Scientech Research LLC$120M AUM0.20%$244,25216.5KQ1 2026OLDER
PECAUT & CO.$308M AUM0.19%$593,60040.0KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.18%$5M413.5KQ4 2025OLDER
IMS Capital Management$217M AUM0.17%$371,03233.6KQ3 2025OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM0.16%$588,02039.6KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.15%$359,21724.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.15%$4M245.5KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.15%$3M200.0KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.14%$754,88150.9KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.11%$204,30315.1KQ2 2026
Inscription Capital, LLC$951M AUM0.10%$926,83262.5KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.10%$999,89390.6KQ3 2025OLDER
Meixler Investment Management, Ltd.$186M AUM0.10%$177,48011.6KQ1 2026OLDER
Ghisallo Capital Management LLC$3.6B AUM0.09%$3M250.0KQ3 2025OLDER
HAP TRADING, LLC$1.4B AUM0.09%$1M803.1KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.09%$2M214.3KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.09%$52M3.51MQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.08%$13M996.3KQ2 2026
AXQ CAPITAL, LP$777M AUM0.07%$188,10017.0KQ3 2025OLDER
Legato Capital Management LLC$1.1B AUM0.07%$754,88150.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.07%$10M801.4KQ4 2025OLDER
Ethos Financial Group, LLC$1.4B AUM0.07%$922,88175.0KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$534,37436.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.06%$267,83218.0KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.06%$92,1586.21MQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.06%$571,34038.5KQ1 2026OLDER
PACES FERRY WEALTH ADVISORS, LLC$241M AUM0.06%$139,29212.6KQ3 2025OLDER
CADINHA & CO LLC$537M AUM0.05%$294,18819.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.05%$2M204.2KQ3 2025OLDER
Cynosure Group, LLC$800M AUM0.05%$402,89127.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.05%$2M133.6KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M111.6KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M82.3KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$514,89534.7KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.04%$89,0406.0KQ1 2026OLDER
J. Derek Lewis & Associates Inc.$445M AUM0.04%$170,66011.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M245.2KQ4 2025OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.04%$168,96811.4KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.03%$5M341.7KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.03%$1M72.1KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$312,44328.3KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$644,51643.4KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.03%$5M318.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M106.1KQ4 2025OLDER
NFSG Corp$608M AUM0.03%$189,95212.8KQ1 2026OLDER
Optas, LLC$661M AUM0.03%$202,01613.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.03%$1M86.5KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$9M617.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$55,2225.0KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M130.1KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.03%$148,40010.0KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$302,45420.4KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.03%$3M174.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$917,58074.6KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.02%$319,82021.5KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.02%$319,12821.6KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.02%$438,46732.4KQ2 2026
Advisory Services Network, LLC$7.5B AUM0.02%$2M112.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$4M292.3KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.02%$389,65426.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$241,61917.9KQ2 2026
State of Wyoming$844M AUM0.02%$184,15816.7KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$6M557.1KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M76.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M105.5KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$184,87712.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M92.4KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.02%$23,5551.9KQ4 2025OLDER
Quadcap Wealth Management, LLC$879M AUM0.02%$148,40010.0KQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.02%$19,6061.6KQ4 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.02%$3M198.0KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$236,10415.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$10M663.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$200,08813.5KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M136.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$825,14955.6KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M156.4KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$291,29419.6KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$610,42440.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$83M5.60MQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$845,49157.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$781,79870.8KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M243.7KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$12M824.3KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$848,95457.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$334,18222.5KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$298,30027.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$19M1.29MQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$492,57144.6KQ3 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.01%$15,5821.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M214.2KQ3 2025OLDER
Twin Lakes Capital Management, LLC$220M AUM0.01%$20,7761.4KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$89,0406.0KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$31,5622.6KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$246,61118.2KQ2 2026
Venturi Wealth Management, LLC$2.2B AUM0.01%$198,32313.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$319,86221.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M142.5KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$477,25432.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$152M10.26MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M151.9KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$680,44445.9KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$331,15522.3KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$260,19421.2KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$38M2.56MQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$111,3747.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$585,63139.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$356,39824.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$50M3.34MQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$371,40125.0KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$324,19521.8KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.01%$107,2057.2KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$216,48319.6KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M346.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$249,26020.3KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M205.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M201.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M89.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$382M25.75MQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M297.5KQ1 2026OLDER
Mosley Wealth Management$221M AUM0.01%$14,0761.3KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$61,0004.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$219,90014.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$630,53742.5KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$166,86111.2KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$50,1893.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$198,79713.4KQ1 2026OLDER
Navalign, LLC$396M AUM0.01%$24,6002.0KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$7M465.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$6M373.8KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M85.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$492,88133.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$680,87445.9KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$179,94611.6KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$165,16911.1KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$435,55429.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$49M3.29MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M123.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M189.8KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$212,14117.2KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M280.3KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$298,87820.1KQ1 2026OLDER
Bank & Trust Co$148M AUM0.00%$7,257489Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5M354.3KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$240,46716.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$17,1111.2KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$412,47627.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$17M1.15MQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M296.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$30M2.02MQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$3M177.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M291.9KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.00%$201,62216.4KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$349,79423.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$5M358.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$17M1.11MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M269.3KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$152,77810.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$703,62447.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$482,21132.5KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$313,19821.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$125,8288.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M67.9KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$225,13815.2KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$641,78952.2KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$952,72864.2KQ1 2026OLDER
Networth Advisors, LLC$141M AUM0.00%$5,342360Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$61M4.09MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$6M385.9KQ1 2026OLDER
SYNTAX RESEARCH, INC.$157M AUM0.00%$5,612508Q3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M146.3KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$430,50035.0KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$101M6.82MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$7M454.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$239M19.41MQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$293,16419.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M205.1KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$315,98821.3KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.00%$14,8401.0KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$19,9151.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$24M1.62MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M285.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M472.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$41M2.73MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M147.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$16M1.09MQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$828,07255.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M340.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$22M1.49MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$111M7.45MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$44M3.60MQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$10,373699Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M91.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$22M1.51MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$294,17919.8KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.00%$3,636245Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$322,55526.2KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$1M111.0KQ4 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$60,8854.5KQ2 2026
UBS Group AG$666.3B AUM0.00%$15M1.01MQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M644.8KQ1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$3,329246Q2 2026
Empowered Funds, LLC$15.7B AUM0.00%$343,99123.2KQ2 2026
Man Group plc$55.1B AUM0.00%$1M81.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M98.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$269,98521.9KQ4 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$437,58629.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$527,27642.9KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M151.9KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$281,29219.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$109,7477.4KQ2 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$576,23838.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M113.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$192,28213.0KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$10,716792Q2 2026
Bridgewater Associates, LP$22.4B AUM0.00%$394,16526.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M69.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M132.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$190,93112.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$18,2091.2KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$24,8292.2KQ3 2025OLDER
ADIRONDACK TRUST CO$336M AUM0.00%$5,412400Q2 2026
Holocene Advisors, LP$41.5B AUM0.00%$756,45061.5KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M390.7KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M173.3KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M135.7KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M73.8KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$314,04421.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$80,4775.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$49,8023.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$738,99648.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$199,33113.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$349,27423.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M180.6KQ3 2025OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$171,78811.6KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,709348Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M493.2KQ2 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$634,02442.7KQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.00%$2,226150Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$14,657958Q1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.00%$2,190200Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$35,8422.4KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$334,73330.3KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M400.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$662,35444.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$66,9375.4KQ4 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$304,47327.6KQ3 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$6,441434Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2,672180Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M113.9KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$228,87715.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$118,1627.8KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$14,8401.0KQ1 2026OLDER
Abound Wealth Management$504M AUM0.00%$5,412400Q2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$758,32451.1KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$821,47460.7KQ2 2026
Concord Wealth Partners$770M AUM0.00%$7,872640Q4 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$1,707115Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M220.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$248,94222.5KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M286.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M109.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15M1.00MQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$6,159415Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M73.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M165.6KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$7,420500Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M301.8KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$424,05328.6KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$96965.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$509,56034.3KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$141,97911.5KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$168,93911.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$989,48266.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$558,79737.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$578,46947.0KQ4 2025OLDER
Blackstone Inc.$25.6B AUM0.00%$156,78510.6KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$2,397162Q1 2026OLDER
EQUITEC PROPRIETARY MARKETS, LLC$187M AUM0.00%$1,11375Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,345158Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$240,89816.2KQ1 2026OLDER
Hilltop National Bank$468M AUM0.00%$2,706200Q2 2026
ProShare Advisors LLC$67.5B AUM0.00%$379,39925.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M68.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$510,05934.4KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,354226Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M74.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$294,55919.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$32,3962.2KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,745185Q1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$2,789208Q2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$442,38029.8KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$21,9191.5KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,796121Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M108.8KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.00%$2,682200Q2 2026
LPL Financial LLC$376.6B AUM0.00%$1M98.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$713,92348.1KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$47532Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$756,66251.0KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$68856Q4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$842,05156.7KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$186,95412.6KQ1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$2,968200Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$78764Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$729,54949.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$101,1056.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,803188.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$13,297896Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$19,9891.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$79,7655.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M81.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$55445Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$69,4964.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$208,22216.9KQ4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2,031132Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$156,76814.2KQ3 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$5,936400Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$8,400566Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$219,97314.8KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$54144Q4 2025OLDER
ORG Partners LLC$568M AUM0.00%$1,315107Q4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$227,10420.6KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$83256Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$160,25710.8KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,00982Q2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$49,9244.1KQ4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,39594Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$69,7484.7KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$3,690300Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$7,420500Q1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$74250Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,02793Q3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$137,48110.9KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$17,8081.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$86158Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,06972Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$56,5853.8KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$10,611715Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$63943Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$150,53710.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$5,506371Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$301,92020.3KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$2,864193Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$1,08073Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$19,7371.3KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$3,247240Q2 2026
MAI Capital Management$17.7B AUM0.00%$16,0831.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,796121Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$223,13415.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$162,35311.1KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$220,83414.9KQ1 2026OLDER
Davis Capital Management$169M AUM0.00%$1229Q2 2026
Amundi$367.1B AUM0.00%$259,13617.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$257,27517.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$8,711587Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1,08475Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$43,3182.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$27,5141.9KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$17214Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$12,480841Q2 2026
Central Pacific Bank - Trust Division$984M AUM0.00%$41931Q2 2026
Asset Dedication, LLC$1.4B AUM0.00%$59440Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$24,3792.0KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$10,729723Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$8,399566Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$53,9293.6KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$2,464160Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$35724Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$46031Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$442,63829.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$17,1701.2KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$74250Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$906Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$67361Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$523Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$15,2411.0KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$2,423197Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$9,461857Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$151Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$3,354226Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$23716Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$151Q1 2026OLDER

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