SEC 13F Intelligence

HLHECLA MINING COMPANY

CUSIP 422704106 · Yahoo Finance ↗ · Google Finance ↗

Hecla Mining Company (HL) has 549 institutional holders in Filings Flow’s 13F database, together reporting 480.90M shares worth $8.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
549
Q1 2026
Reported Value
$8.2B
Ticker
HL
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 174Q4 ’18Q1 ’19: 180Q2 ’19: 157Q2 ’19Q3 ’19: 156Q2 ’21: 253Q2 ’21Q4 ’21: 240Q4 ’22: 260Q4 ’22Q4 ’25: 518Q1 ’26: 549Q1 ’26Q2 ’26: 25filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $1.2BQ2 ’19Q3 ’19: $1.8BQ2 ’21: $9.6BQ2 ’21Q4 ’21: $11.7BQ4 ’22: $483MQ4 ’22Q4 ’25: $8.1BQ1 ’26: $8.2BQ1 ’26Q2 ’26: $41Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HATCH COVE CAPITAL, LLC$262M AUM3.76%$10M529.6KQ1 2026OLDER
Oppenheimer & Close, LLC$159M AUM3.34%$5M284.3KQ1 2026OLDER
Steadtrust LLC$198M AUM3.25%$6M416.2KQ2 2026
Extract Advisors LLC$287M AUM3.24%$9M500.0KQ1 2026OLDER
Eschler Asset Management LLP$100M AUM3.23%$5M250.0KQ4 2025OLDER
Parvin Asset Management, LLC$139M AUM2.62%$4M194.8KQ1 2026OLDER
ABBINGTON INVESTMENT GROUP$172M AUM1.64%$3M151.0KQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM1.11%$2M166.8KQ3 2025OLDER
Harvest Investment Services, LLC$547M AUM0.89%$5M260.3KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.84%$5M285.6KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.80%$7M374.5KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.78%$369M19.82MQ1 2026OLDER
Ninepoint Partners LP$904M AUM0.76%$7M358.6KQ4 2025OLDER
Electrum Group LLC$1.1B AUM0.61%$7M356.3KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.60%$2M99.5KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.58%$108M5.81MQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.54%$45M2.33MQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.52%$384M20.62MQ1 2026OLDER
CVFG LLC$804M AUM0.52%$4M223.0KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.51%$7M375.4KQ1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM0.48%$553,83329.7KQ1 2026OLDER
Delta Investment Management, LLC$559M AUM0.48%$3M144.9KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.48%$10M555.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.46%$617,03533.12MQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.44%$7M407.0KQ1 2026OLDER
Ridge Creek Global, Inc$118M AUM0.44%$521,64028.0KQ1 2026OLDER
Auxano Advisors, LLC$501M AUM0.42%$2M113.0KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.41%$5M261.5KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.41%$4M211.1KQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.40%$2M89.6KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.37%$4M190.4KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.36%$489,96926.3KQ1 2026OLDER
PKO Investment Management Joint-Stock Co$1.2B AUM0.32%$4M203.9KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.32%$2M101.1KQ1 2026OLDER
Comprehensive Money Management Services LLC$152M AUM0.32%$481,58625.9KQ1 2026OLDER
CoreCommodity Management, LLC$538M AUM0.31%$1M78.0KQ4 2025OLDER
Kiker Wealth Management, LLC$209M AUM0.27%$575,42530.9KQ1 2026OLDER
Themes Management Co LLC$162M AUM0.27%$432,92423.2KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.26%$1M67.9KQ4 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.24%$1M79.7KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.23%$541,98429.1KQ1 2026OLDER
Hudock, Inc.$680M AUM0.23%$2M82.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.22%$517,76527.8KQ1 2026OLDER
PURE PORTFOLIOS HOLDINGS LLC$332M AUM0.22%$736,12838.4KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.22%$751,57140.3KQ1 2026OLDER
MYDA Advisors LLC$608M AUM0.22%$1M60.0KQ4 2025OLDER
PIAR LLC$128M AUM0.22%$278,91015.0KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.20%$786,79041.0KQ4 2025OLDER
GeoSphere Capital Management, LLC$229M AUM0.20%$613,14032.0KQ4 2025OLDER
AVALON CAPITAL MANAGEMENT$354M AUM0.20%$711,70338.2KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.20%$851,90244.4KQ4 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.20%$5M285.2KQ1 2026OLDER
Bulltick Wealth Management, LLC$453M AUM0.19%$916,84147.8KQ4 2025OLDER
Old West Investment Management, LLC$923M AUM0.19%$1M55.7KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.19%$1M55.7KQ1 2026OLDER
SPWM Advisors LLC$115M AUM0.18%$205,74310.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.18%$8M448.6KQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM0.18%$462,43424.8KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.17%$705,38245.7KQ2 2026
CenterBook Partners LP$1.9B AUM0.17%$3M288.7KQ3 2025OLDER
Sharp Wealth Advisory, LLC$203M AUM0.17%$343,72418.4KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.17%$645,26834.6KQ1 2026OLDER
U S GLOBAL INVESTORS INC$858M AUM0.16%$1M75.0KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.16%$69M3.71MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.16%$12M640.8KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.16%$11M640.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.15%$33M1.79MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.15%$2M110.9KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.14%$9M458.0KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.14%$2,344122.1KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.14%$564,20529.4KQ4 2025OLDER
AVAII WEALTH MANAGEMENT, LLC$287M AUM0.14%$405,05321.7KQ1 2026OLDER
New Harbor Financial Group, LLC$567M AUM0.13%$751,85440.4KQ1 2026OLDER
Financial Sense Advisors, Inc.$493M AUM0.13%$652,05035.0KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM0.13%$294,80115.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.13%$38M3.12MQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.12%$2M116.0KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.12%$5M271.2KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.12%$407,04221.8KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.12%$219,73914.2KQ2 2026
Westfuller Advisors, LLC$232M AUM0.12%$273,57314.7KQ1 2026OLDER
SPROTT INC.$3.4B AUM0.12%$4M216.4KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.11%$534,25328.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.11%$73M3.90MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.11%$499,17226.8KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.11%$368,66919.8KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.11%$401,40121.5KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.10%$1M62.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.10%$173M9.30MQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.10%$2M106.1KQ1 2026OLDER
Cladis Investment Advisory, LLC$182M AUM0.10%$186,30010.0KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.10%$499,63926.1KQ1 2026OLDER
Colonial River Investments, LLC$279M AUM0.10%$283,79115.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.10%$3M175.5KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.09%$1M55.7KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.09%$20M1.64MQ3 2025OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.09%$1M60.0KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.09%$389,53520.9KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.09%$2M106.6KQ2 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.09%$48M2.59MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.09%$272,47349.0KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.09%$4M185.8KQ4 2025OLDER
Haven Private, LLC$230M AUM0.08%$191,90010.0KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.08%$989,98053.1KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.08%$5M262.5KQ1 2026OLDER
Andina Capital Management, LLC$113M AUM0.08%$142,20211.8KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.08%$46M2.49MQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.08%$3M168.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.08%$6M327.7KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.08%$214,55911.5KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.08%$523,50328.1KQ1 2026OLDER
ROMAN BUTLER FULLERTON & CO$364M AUM0.08%$288,9649.2KQ4 2025OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.07%$316,71017.0KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.07%$3M147.5KQ1 2026OLDER
Rokos Capital Management LLP$13.2B AUM0.07%$18M951.2KQ4 2025OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM0.07%$287,83415.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.07%$2M91.8KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.07%$2M100.6KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.07%$192,14510.3KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.07%$2M108.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.07%$82M4.41MQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.07%$605,88631.6KQ4 2025OLDER
PYA Waltman Capital, LLC$361M AUM0.06%$239,45312.5KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.06%$118M6.36MQ1 2026OLDER
Capital Management Associates, Inc$442M AUM0.06%$282,87315.2KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.06%$210,74311.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$4M194.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.06%$12M664.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$3M272.0KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.06%$2M104.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.06%$8M420.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.06%$35M1.87MQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.06%$305,56215.9KQ4 2025OLDER
VSM Wealth Advisory, LLC$335M AUM0.06%$189,31610.2KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.06%$2M107.2KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.06%$9M464.5KQ2 2026
Dynamic Technology Lab Private Ltd$615M AUM0.05%$336,17818.0KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.05%$224,98411.7KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$5M256.8KQ1 2026OLDER
Arrowroot Family Office, LLC$302M AUM0.05%$133,76611.1KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.05%$13M682.6KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.05%$63,0443.4KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.05%$1M75.1KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.05%$11M586.6KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.05%$15M821.5KQ1 2026OLDER
Cutler Capital Management, LLC$370M AUM0.05%$186,30010.0KQ1 2026OLDER
Foyston, Gordon & Payne Inc$434M AUM0.05%$216,10811.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$235M12.61MQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.05%$10M538.9KQ1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.05%$745,20040.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.05%$5M252.2KQ1 2026OLDER
Torren Management, LLC$201M AUM0.05%$89,2284.7KQ4 2025OLDER
Vest Financial, LLC$8.3B AUM0.05%$4M203.0KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.05%$301,57115.7KQ4 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.05%$80,4254.2KQ4 2025OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.04%$839,17045.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$4M197.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.04%$24M1.27MQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$419,75322.5KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$3M150.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.04%$59M3.17MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$36M1.91MQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.04%$531,50731.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$6M313.1KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.04%$9M481.0KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.04%$251,27413.1KQ4 2025OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.04%$678,29035.3KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M90.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.04%$10M504.2KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.04%$238M12.80MQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.04%$920,19249.4KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM0.04%$80,4824.3KQ2 2026
Berman McAleer LLC$733M AUM0.04%$261,45314.0KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.03%$15M781.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$3M137.4KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$4M225.2KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.03%$2M123.7KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.03%$312,89116.8KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.03%$2M109.4KQ1 2026OLDER
Mountain Capital Investment Advisors Inc.$674M AUM0.03%$220,45911.8KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.03%$761,96740.9KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$273,50714.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$77M4.13MQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.03%$767,60040.0KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$589M31.61MQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$360,36019.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$36M1.92MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M200.7KQ4 2025OLDER
Abacus Planning Group, Inc.$743M AUM0.03%$223,65911.7KQ4 2025OLDER
Guardian Partners Inc.$1.2B AUM0.03%$353,97019.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.03%$1.7B90.27MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$252,23213.5KQ1 2026OLDER
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.03%$194,57210.4KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.03%$2M84.8KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$9M498.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$22M1.20MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.03%$1M58.9KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$755,37962.4KQ3 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.03%$309,64916.6KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.03%$2M132.5KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.03%$4M206.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M172.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.03%$167M8.98MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M81.4KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$203,49510.9KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.03%$113,5686.1KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.03%$554,59128.9KQ4 2025OLDER
Tradition Wealth Management, LLC$1.4B AUM0.03%$359,36219.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.03%$197M10.57MQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$271,17314.1KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.03%$1M64.2KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.03%$209,17110.9KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.02%$354,34660.0KQ3 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.02%$225,14412.1KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.02%$113,6436.1KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$2M97.1KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$1M95.1KQ3 2025OLDER
SPC Financial, Inc.$1.3B AUM0.02%$303,71025.1KQ3 2025OLDER
Wealthspire Retirement, LLC$1.7B AUM0.02%$386,75920.8KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$331,01817.8KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$3M141.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$581,19948.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.02%$142,22311.8KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.02%$31M2.57MQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$350M18.78MQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.02%$249,64213.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$187M10.06MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$622M33.39MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$82M4.38MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$39M2.09MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.02%$76M4.11MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$156M8.37MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.02%$181M9.74MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M184.1KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$1M71.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$12M647.9KQ1 2026OLDER
Pathway Financial Advisors LLC$857M AUM0.02%$166,32110.2KQ2 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$127M6.79MQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.02%$10M528.1KQ1 2026OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.02%$290,09616.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.02%$44M2.36MQ1 2026OLDER
State of Wyoming$844M AUM0.02%$156,9398.4KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$888,55847.7KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.3B65.66MQ4 2025OLDER
XML Financial, LLC$1.2B AUM0.02%$225,42312.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$246,76412.9KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.02%$637,66834.2KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.02%$2M79.4KQ4 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$4M239.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M128.1KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$761,96440.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$5M265.0KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M87.1KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$763,08541.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M87.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$87M4.69MQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M167.9KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$3M161.3KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.02%$1M68.9KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.02%$340,37118.3KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.02%$172,7109.0KQ4 2025OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$9M487.5KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.02%$290,79615.6KQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.02%$396,22221.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$14M773.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M354.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$24M1.29MQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$1M59.0KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$843,92045.3KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$288,00115.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$25M1.33MQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.01%$116,4566.3KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$2M88.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$3M160.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$30M1.66MQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$84,0214.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$539M28.92MQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M83.0KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.01%$243,14013.1KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.01%$50,3052.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M96.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$12M637.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M105.8KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.01%$3M157.1KQ4 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$13M711.2KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.01%$191,31510.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$4M199.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$3M169.2KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.01%$2M95.9KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.01%$329,91917.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M151.0KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$38,4002.0KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$11M923.1KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.01%$2M100.0KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.01%$27,4011.5KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$485,83325.3KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$5M266.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$21M1.13MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M147.5KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$313,80416.8KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$252,44220.9KQ3 2025OLDER
WATERS PARKERSON & CO., LLC$1.9B AUM0.01%$201,20410.8KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$153,6198.0KQ4 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.01%$27,9451.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$3M137.0KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.01%$31,6711.7KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$635,22734.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$464,98725.0KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$497,06725.9KQ1 2026OLDER
Copia Wealth Management$146M AUM0.01%$14,047754Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$11M594.7KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.01%$53,1892.9KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$200,58910.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$6M298.3KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.01%$287,85015.0KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M127.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$19M1.05MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M215.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$29M1.49MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M473.6KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M168.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$240,63115.6KQ2 2026
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$302,13725.0KQ3 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$440,37222.9KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$5M250.4KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$261,13813.6KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$10M525.2KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$22,8671.9KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$209,34511.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$516,13627.7KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$155,24412.8KQ3 2025OLDER
Amundi$367.1B AUM0.01%$29M1.58MQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$215,89711.6KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.01%$254,74813.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$41M2.21MQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$375,65620.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$844,64745.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$679,08136.5KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$709,55038.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$46M2.45MQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.01%$9,315500Q1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$198,87510.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M253.7KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$92,5806.0KQ2 2026
Vident Advisory, LLC$11.7B AUM0.01%$757,27240.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$26M1.41MQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$482,86025.2KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$105M5.47MQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.01%$92,42010.0KQ4 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.01%$357,69619.2KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.01%$149,0408.0KQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.01%$14,792794Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$319,39317.1KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$116,4196.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M77.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$541,85429.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M169.2KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$404,53933.4KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$243,47513.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$28M1.51MQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M295.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$346,49918.6KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$757,29040.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$499,32026.8KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$321,75917.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$25,4271.3KQ2 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$223,14611.9KQ4 2025OLDER
World Investment Advisors$6.2B AUM0.01%$329,86617.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$1M56.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$168,1369.0KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.01%$11,687609Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M148.5KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.01%$36,3003.0KQ3 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.01%$134,0007.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M219.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$15M818.5KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$439,40423.6KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$920,88149.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$134,6787.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$973,97652.3KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$1M65.3KQ2 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$323,99417.4KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$13M710.0KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$308,60020.0KQ2 2026
Creative Planning$147.4B AUM0.00%$7M373.2KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$55,8343.0KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$358,47819.2KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$327,19817.6KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$25,2162.1KQ3 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$49,2074.1KQ3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$75,9184.1KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.00%$276,98714.9KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$7,735403Q4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$41,6942.2KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2M112.9KQ1 2026OLDER
Bank & Trust Co$148M AUM0.00%$6,334340Q1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.00%$339,65111.7KQ4 2025OLDER
ORG Partners LLC$568M AUM0.00%$23,9891.3KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$298,65816.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$438,26422.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$17M924.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$498,34926.8KQ1 2026OLDER
DAGCO, INC.$461M AUM0.00%$18,106972Q1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$807,55442.1KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$75,7186.3KQ3 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$303,33416.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M190.6KQ2 2026
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M74.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$6M302.8KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$209,26710.9KQ4 2025OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$55,9023.0KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,159760Q1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$276,04914.4KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$118,1637.7KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M126.5KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$19,1901.0KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$280,46214.6KQ4 2025OLDER
Sankala Group LLC$122M AUM0.00%$4,177232Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$91,6054.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M168.4KQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$18,6301.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M937.2KQ2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$47,3752.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$2M119.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$51M2.97MQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$82,3634.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$60M3.20MQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$4,844260Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$13M707.7KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$3,081166Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$6M295.8KQ1 2026OLDER
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM0.00%$773,49941.5KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$398,32821.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$100,2495.2KQ4 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$567,99846.9KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M87.6KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$13,675734Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$10,172546Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$186,30010.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M82.1KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$38,6682.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M152.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$10M547.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M90.5KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$403,89821.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M270.1KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$427,72823.0KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$13,470873Q2 2026
Kilter Group LLC$232M AUM0.00%$5,478294Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M195.4KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$636,19634.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$625,79733.6KQ2 2026
GLENMEDE TRUST CO NA$20.4B AUM0.00%$456,28524.5KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$3,726200Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$47,3202.5KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$218,32511.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M106.9KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$610,42932.8KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$9,166492Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$7,732415Q1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$4,229227Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$299,88716.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M333.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M386.4KQ1 2026OLDER
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.00%$796,75041.5KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$269,52014.5KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$350,90418.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$712,69138.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$4,630773Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$25M1.34MQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$3,410200Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$100,9595.3KQ4 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$93,1505.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M68.3KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$357,19319.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$33,5531.8KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$295,69615.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$19,2411.2KQ2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M83.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M173.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$14,455775.9KQ1 2026OLDER
Plancorp, LLC$3.5B AUM0.00%$53,00010.0KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$441,40123.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$15,426828Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$313,59816.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$412,96222.2KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$378,12620.3KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$3,842249Q2 2026
Fairscale Capital, LLC$145M AUM0.00%$2,161116Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M118.5KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$22,0771.2KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$2M100.5KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$1M62.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$45,8302.5KQ1 2026OLDER
Crews Bank & Trust$690M AUM0.00%$9,315500Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$17,233925Q1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$197,10510.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$83,0117.2KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$16,749899Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$692,59637.2KQ1 2026OLDER

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