SEC 13F Intelligence

HLNEHAMILTON LANE INC

CUSIP 407497106 · Yahoo Finance ↗ · Google Finance ↗

Hamilton Lane Inc (HLNE) has 384 institutional holders in Filings Flow’s 13F database, together reporting 43.21M shares worth $4.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Kayne Anderson Rudnick Investment Management LLC.

Institutional Holders
384
Q1 2026
Reported Value
$4.0B
Ticker
HLNE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 83Q4 ’18Q1 ’19: 82Q2 ’19: 82Q2 ’19Q3 ’19: 97Q2 ’21: 161Q2 ’21Q4 ’21: 191Q4 ’22: 199Q4 ’22Q4 ’25: 382Q1 ’26: 384Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $500MQ4 ’18Q1 ’19: $751MQ2 ’19: $909MQ2 ’19Q3 ’19: $1.7BQ2 ’21: $5.1BQ2 ’21Q4 ’21: $8.0BQ4 ’22: $1.1BQ4 ’22Q4 ’25: $5.2BQ1 ’26: $4.0BQ1 ’26Q2 ’26: $75Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Engle Capital Management, L.P.$293M AUM2.59%$7M50.0KQ4 2025OLDER
Beacon Harbor Wealth Advisors, Inc.$477M AUM1.49%$7M49.9KQ4 2025OLDER
Champlain Investment Partners, LLC$7.9B AUM1.37%$108M1.09MQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM1.16%$174M1.75MQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM1.12%$50M505.8KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM1.00%$339M3.42MQ1 2026OLDER
Point Nemo Capital, LLC$152M AUM0.75%$1M11.4KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.72%$9M63.6KQ4 2025OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.61%$32M325.5KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM0.58%$27M274.7KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.53%$1M14.2KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.50%$13M134.1KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.49%$29M288.8KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.40%$41M304.2KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.37%$2M18.2KQ3 2025OLDER
DF DENT & CO INC$5.2B AUM0.30%$16M156.9KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.27%$328,0203.3KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.27%$67M678.5KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.23%$281,2201.8KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.21%$5M40.1KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.21%$546,2394.1KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.19%$624,2124.6KQ3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.19%$3M25.6KQ4 2025OLDER
VISTA FINANCE, LLC$126M AUM0.18%$231,7012.3KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.17%$5M55.2KQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.16%$821,5536.1KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.15%$610,0364.5KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.15%$11M106.7KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.15%$36M364.2KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.14%$5M46.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.13%$220,8412.2KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.13%$19M189.7KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.13%$29M219.3KQ4 2025OLDER
Heritage Family Offices, LLP$225M AUM0.12%$266,3372.0KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.12%$315,8132.3KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.12%$755,2255.6KQ3 2025OLDER
Impact Capital Partners LLC$331M AUM0.12%$384,0823.9KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.11%$1M10.0KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.11%$2M15.2KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.11%$16M156.3KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.11%$7M66.1KQ1 2026OLDER
R Squared Ltd$182M AUM0.11%$235,7141.8KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.10%$212,6172.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.10%$26M261.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$2M16.8KQ4 2025OLDER
NOVEM GROUP$873M AUM0.10%$854,8546.3KQ3 2025OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.09%$161,1721.2KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.09%$1M8.3KQ4 2025OLDER
Perbak Capital Partners LLP$406M AUM0.09%$358,9333.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.08%$65M654.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$469,8724.8KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.08%$19M187.1KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.08%$746,7365.5KQ3 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.08%$68M505.8KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.08%$335,4753.4KQ1 2026OLDER
Hutchens & Kramer Investment Management Group, LLC$373M AUM0.08%$223,0891.7KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.07%$64M473.3KQ3 2025OLDER
Gibbs Wealth Management$762M AUM0.07%$553,5965.6KQ1 2026OLDER
PRESILIUM PRIVATE WEALTH, LLC$567M AUM0.07%$403,3774.1KQ1 2026OLDER
NORTHSTAR ASSET MANAGEMENT Co$445M AUM0.07%$313,1103.1KQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.07%$2M22.6KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.07%$98,386989.8KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$380,3662.8KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.06%$642,6216.5KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.06%$1M9.8KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.06%$110M1.10MQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.06%$39M288.8KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.06%$66M668.7KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.06%$252,6541.9KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.06%$35M353.1KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.05%$3M25.4KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.05%$3M25.1KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.05%$71M710.7KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$11M83.7KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.05%$229,8041.7KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$327,0263.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.05%$623,7364.6KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$7M48.6KQ4 2025OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.05%$8M105.1KQ2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.05%$122M1.22MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$1M14.5KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.05%$732,4495.4KQ3 2025OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.05%$1M15.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.05%$651,5754.8KQ3 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.04%$239,6532.4KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.04%$322,0832.4KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.04%$90M905.7KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.04%$219,7682.2KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.04%$1M8.5KQ4 2025OLDER
FJ Capital Management LLC$888M AUM0.04%$361,2203.6KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.04%$12M121.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.04%$35M350.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.04%$1M10.6KQ4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$3M33.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$40M406.4KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.04%$407,4414.1KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.04%$217,4111.6KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$5M50.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.04%$863,1908.7KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$569,1645.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.03%$20M199.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$3M29.8KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.03%$4M40.1KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.03%$2M16.8KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$218,4272.2KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.03%$3M25.8KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.03%$71,767722Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M18.7KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M17.1KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.03%$539,4445.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.03%$33M335.9KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$19M186.8KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.03%$984,0609.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$7M66.4KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.03%$719,4995.4KQ4 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.03%$3M29.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.03%$2M21.9KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.03%$277,0282.8KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$317,9122.4KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M36.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$16M157.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$1M12.8KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$207,5472.1KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.02%$2M17.7KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$242,8332.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$744,9047.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$44M443.2KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.02%$483,0844.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M10.8KQ4 2025OLDER
Legato Capital Management LLC$1.1B AUM0.02%$239,6532.4KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$208,3762.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M11.8KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.02%$8M84.5KQ1 2026OLDER
Conservest Capital Advisors, Inc.$1.1B AUM0.02%$213,7102.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$11M107.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$21M156.7KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M17.1KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.02%$31,945237Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$60M605.5KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.02%$1M11.6KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.02%$883,1698.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M15.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$17M123.0KQ4 2025OLDER
Dundas Partners LLP$1.3B AUM0.02%$215,4002.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$903,1489.1KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$5M50.1KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$319,9262.4KQ4 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.01%$290,1492.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M17.4KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$124,1511.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M44.7KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$3M26.6KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$339,9483.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M16.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$67M678.6KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M11.9KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$910,0079.2KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M21.1KQ2 2026
Voleon Capital Management LP$4.6B AUM0.01%$614,2004.6KQ4 2025OLDER
Laurion Capital Management LP$2.3B AUM0.01%$298,2003.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$222,5572.2KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$8M79.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M53.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$64M646.1KQ2 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$301,1823.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M26.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$25,519190Q4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$834,9608.4KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$5M45.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$7M48.5KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M21.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$11M113.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M19.1KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M10.4KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.01%$14,910150Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$145,8061.5KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M8.9KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$9M93.9KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$2M15.6KQ3 2025OLDER
&PARTNERS$20.2B AUM0.01%$2M20.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$43M431.2KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$427,0854.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$36M366.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$181M1.83MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M56.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$142,2331.1KQ3 2025OLDER
Connecticut Wealth Management, LLC$2.4B AUM0.01%$222,1592.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M107.7KQ1 2026OLDER
Clark Wealth Partners$149M AUM0.01%$12,993130Q1 2026OLDER
Capital World Investors$732.9B AUM0.01%$64M640.8KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$12,326124Q1 2026OLDER
Portman Square Capital LLP$2.6B AUM0.01%$218,6802.2KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$10,815108.8KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$235,1771.8KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$52M526.8KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$299,7303.0KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.01%$220,6682.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$246,2142.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$233,4912.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$51M513.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M19.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$971,5997.2KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$880,6348.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$6M58.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$4M40.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$20,439152Q3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$4M45.0KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$12,127122Q1 2026OLDER
FIL Ltd$128.7B AUM0.01%$9M93.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$497M3.70MQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M17.9KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.01%$11,05382Q3 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$405M4.08MQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M49.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M11.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$25M256.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$104M1.05MQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$4M32.5KQ4 2025OLDER
TEMA ETFS LLC$1.5B AUM0.01%$95,424960Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$15M147.6KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M12.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$43M429.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$31M307.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M31.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$302,8692.3KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$260,8301.9KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$749,9737.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$16M158.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M10.2KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$361,5183.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M15.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M49.0KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$974,1209.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$6M63.1KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.01%$6,87551Q3 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$379,5952.8KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$32M320.6KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M12.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M82.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$78M579.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M34.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$132M1.32MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$1M10.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$177M1.78MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$16M164.1KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$206,0941.5KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M30.4KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.00%$248,7982.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M29.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M12.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$7M53.9KQ3 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$57,546730Q2 2026
BAYBAN$115M AUM0.00%$4,57246Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$15,506156Q1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$257,5452.6KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$12,692161Q2 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$968,6329.7KQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$4,71735Q4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$6M58.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$365,3943.7KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$99,7981.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$498,0493.7KQ3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$6M58.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$14M144.2KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$280,9212.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$489,0484.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M18.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$132,3011.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M18.6KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$923,2279.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M36.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M24.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M10.2KQ1 2026OLDER
Quarry LP$558M AUM0.00%$18,803140Q4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$297,4053.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$25M255.1KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$226,9841.7KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$228,3271.7KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$693,2255.1KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$216,6681.6KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$37M367.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$15M148.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$5M47.7KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$458,5353.4KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M22.9KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$6,95870Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M23.4KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$18,364199Q1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$221,4472.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$23,856240Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M10.7KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$4,37444Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$226,5811.7KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$71,724722Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$209,9332.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M48.8KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$98,704993Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$506,9453.8KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$982,0729.9KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$425,9363.2KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$252,7642.5KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$415,8233.1KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$339,2523.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$20,973211Q1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$3,28133Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$223,8941.7KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$9M93.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M75.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$509,0353.8KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M79.7KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$301,5803.0KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$571,3215.7KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$1,75213Q3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$538,6495.4KQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.00%$2,08721Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$23M233.1KQ1 2026OLDER
Joseph Group Capital Management$400M AUM0.00%$5,76558Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$260,6961.9KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$2M20.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M52.3KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$209,7342.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$143,8581.5KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M16.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$47,123474Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$78,448582Q3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$34,528438Q2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M27.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$835,6986.2KQ3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1M13.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$245,3411.8KQ3 2025OLDER
BAMCO INC /NY/$33.1B AUM0.00%$397,6004.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$438,0683.3KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$237,3672.4KQ1 2026OLDER
North Capital, Inc.$118M AUM0.00%$1,48311Q3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$26,540267Q1 2026OLDER
Merkkuri Wealth Advisors LLC$151M AUM0.00%$1,66917Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M20.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$63,616640Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$45,582478Q1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$403,9624.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,56656Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$249,8922.5KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M16.6KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$74,649751Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$9,56095Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$4,65159Q2 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M11.0KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,38034Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$21,340218Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$25,745259Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$140,2531.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$508,5665.1KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$208,1442.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M15.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$651,7666.6KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$406,9444.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M60.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$161,0501.2KQ4 2025OLDER
Amundi$367.1B AUM0.00%$2M24.2KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$988,4349.9KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$1711.3KQ3 2025OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$1,78918Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M23.5KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$37,574378Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$5,87046Q3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M30.4KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$261,2231.9KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$36,372366Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$14,237106Q4 2025OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,49735Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$248,2051.8KQ4 2025OLDER
Activest Wealth Management$569M AUM0.00%$2,58426Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,89039.1KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$238,4612.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$215,9872.3KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$4,57246Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$273,1772.7KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$77,333778Q1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$7007Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M30.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$220,4031.6KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$96,219968Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$358,0393.6KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$4,47345Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$193,9201.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$24,552247Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$297,8223.0KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$9,16668Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$634,3716.4KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$16,799169Q2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$53,080534Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2,68427Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$9,460120Q2 2026
High Note Wealth, LLC$509M AUM0.00%$1,34810Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$455,2734.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,39214Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$6,69667Q1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$2,18722Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$9,144116Q2 2026
OPTIMA CAPITAL LLC$215M AUM0.00%$5394Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$113,8131.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,88329Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$56,562566Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$9,64297Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$75,643761Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$3,77738Q1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$2,88329Q1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$1,34410Q4 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$3003Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,88329Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$5966Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$401,6754.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$105,2681.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$337,1643.4KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$2993Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,48525Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$7968Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$5374Q2 2026
WHITTIER TRUST CO$8.9B AUM0.00%$10,013105Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2692Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,18132Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,79218Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,47935Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7958Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$5384Q4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$4975Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$8959Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$109,5381.1KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$991Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$7,85379Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$16,799169Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2692Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$5976Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$8959Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$188,8601.9KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3,18132Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,88919Q1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$841Q2 2026
MAI Capital Management$17.7B AUM0.00%$8,09081Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,62764Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$2692Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1351Q3 2025OLDER
Rakuten Securities, Inc.$241M AUM0.00%$991Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$991Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$99410Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2993Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$4043Q3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$991Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$19,744147Q4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$13,16298Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$1151Q4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$3984Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$483,2194.9KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$991Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$2,48525Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$13,479100Q3 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$4975Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$57,555427Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$36,678369Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$2983Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$5,70658Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$1001Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$10,934110Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,59016Q2 2026
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1001Q1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$1341Q4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM$00Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM$00Q1 2026OLDER

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