SEC 13F Intelligence

HOGHARLEY DAVIDSON INC

CUSIP 412822108 · Yahoo Finance ↗ · Google Finance ↗

Harley Davidson Inc (HOG) has 396 institutional holders in Filings Flow’s 13F database, together reporting 103.13M shares worth $2.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Donald Smith & Co., Inc..

Institutional Holders
396
Q1 2026
Reported Value
$2.0B
Ticker
HOG
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 427Q4 ’18Q1 ’19: 420Q2 ’19: 415Q2 ’19Q3 ’19: 391Q2 ’21: 411Q2 ’21Q4 ’21: 392Q4 ’22: 414Q4 ’22Q4 ’25: 379Q1 ’26: 396Q1 ’26Q2 ’26: 23filingsflow.com
Total reported value
Q4 ’18: $31.7BQ4 ’18Q1 ’19: $32.0BQ2 ’19: $28.6BQ2 ’19Q3 ’19: $28.4BQ2 ’21: $32.9BQ2 ’21Q4 ’21: $25.9BQ4 ’22: $2.4BQ4 ’22Q4 ’25: $1.9BQ1 ’26: $2.0BQ1 ’26Q2 ’26: $72Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
H PARTNERS MANAGEMENT, LLC$154M AUM32.44%$51M2.50MQ4 2025OLDER
GATE CITY CAPITAL MANAGEMENT, LLC$257M AUM17.86%$46M2.27MQ1 2026OLDER
FIFTHDELTA Ltd$725M AUM5.94%$43M2.13MQ1 2026OLDER
THIRD AVENUE MANAGEMENT LLC$616M AUM4.80%$30M1.46MQ1 2026OLDER
AEGIS FINANCIAL CORP$580M AUM4.77%$28M1.37MQ1 2026OLDER
DONALD SMITH & CO., INC.$5.6B AUM3.64%$203M10.02MQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM2.46%$54M2.65MQ2 2026
Robinson Value Management, Ltd.$180M AUM1.79%$3M159.0KQ1 2026OLDER
RVW Wealth, LLC$1.5B AUM0.97%$15M604.1KQ2 2026
Kiltearn Partners LLP$372M AUM0.86%$4M193.3KQ4 2025OLDER
Factorial Partners, LLC$138M AUM0.80%$1M54.4KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM0.77%$3M140.6KQ1 2026OLDER
Mork Capital Management, LLC$141M AUM0.72%$1M50.0KQ1 2026OLDER
VARCOV Co.$268M AUM0.69%$2M92.0KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.58%$2M113.1KQ4 2025OLDER
Darwins River Capital, LP$187M AUM0.56%$1M51.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.43%$1M72.3KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.43%$7M356.3KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.31%$1M69.1KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.28%$14M698.1KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.28%$1M63.0KQ1 2026OLDER
Taproot Management LP$530M AUM0.25%$1M65.3KQ1 2026OLDER
Night Squared LP$681M AUM0.22%$2M74.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.20%$490,49023.9KQ4 2025OLDER
Crawford Fund Management, LLC$520M AUM0.20%$1M50.5KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.18%$466,90123.1KQ1 2026OLDER
Owl Creek Asset Management, L.P.$1.4B AUM0.16%$5M175.0KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.15%$2M90.9KQ4 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.13%$370,90313.3KQ3 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.13%$2M112.8KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.12%$2M117.6KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.12%$3M101.3KQ3 2025OLDER
Boston Partners$95.5B AUM0.12%$112M4.02MQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$680,20224.4KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.10%$341,31416.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.09%$3M143.8KQ1 2026OLDER
MCDONALD PARTNERS LLC$424M AUM0.08%$344,75117.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.08%$11M559.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$24M1.18MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.07%$261,7589.4KQ3 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.07%$12M616.2KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.06%$550,000250.0KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.06%$9M465.1KQ2 2026
WINTON GROUP Ltd$2.9B AUM0.06%$2M83.6KQ1 2026OLDER
Numerai GP LLC$997M AUM0.06%$583,93328.9KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.06%$4M199.4KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.05%$349,28012.5KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M114.1KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.05%$62M3.04MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$96M4.76MQ1 2026OLDER
LS Investment Advisors, LLC$668M AUM0.05%$349,55912.5KQ3 2025OLDER
Drake & Associates, LLC$525M AUM0.05%$234,1119.2KQ3 2025OLDER
TCM Advisors, LLC$1.4B AUM0.05%$633,25031.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.05%$360,84617.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$512,31425.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.04%$2M76.7KQ4 2025OLDER
Skylands Capital, LLC$763M AUM0.04%$327,84016.0KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.04%$2M114.3KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.04%$253,93212.4KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$10M484.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.04%$9M461.0KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.04%$6M270.7KQ4 2025OLDER
Westfuller Advisors, LLC$232M AUM0.04%$84,1114.2KQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.04%$221,97511.0KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM0.03%$75,9863.8KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.03%$1M59.0KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.03%$3M140.0KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$5M231.3KQ1 2026OLDER
MJP ASSOCIATES INC /ADV$824M AUM0.03%$257,15212.6KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.03%$7M358.3KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.03%$1M56.3KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$10M479.3KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$6M318.9KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$245,14712.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$56,1072.0KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.03%$440,73521.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$894,97744.3KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$295,23914.4KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M169.6KQ4 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.03%$566,95620.3KQ3 2025OLDER
BAILARD, INC.$4.4B AUM0.03%$1M53.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$118M5.84MQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.02%$228,9758.2KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$956,64947.3KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$266,18813.0KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$9M426.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$276,91513.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$31M1.54MQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$3M131.2KQ4 2025OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.02%$223,2008.0KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$16M768.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M62.7KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.02%$309,55111.1KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$11M541.5KQ4 2025OLDER
Hilltop National Bank$468M AUM0.02%$80,1803.3KQ2 2026
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M95.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$683,05233.8KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.02%$20,2201.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$23,073827Q3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$316,96915.7KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$966,09334.6KQ3 2025OLDER
Krane Funds Advisors LLC$2.4B AUM0.02%$368,32617.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$15M722.0KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$9M434.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$32M1.59MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$14M704.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$3M168.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$235,92711.7KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$5M271.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$6M277.0KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$63,0822.3KQ3 2025OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.01%$2M92.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$918,73945.4KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$693,54634.3KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$322,46915.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$27M1.31MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$915,44045.3KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.01%$15,066540Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$272,84913.5KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$823,60140.7KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.01%$3M144.8KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$6M225.0KQ3 2025OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM0.01%$302,99410.9KQ3 2025OLDER
Ninety One UK Ltd$43.1B AUM0.01%$4M206.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$554,45327.4KQ1 2026OLDER
Pinnacle Holdings, LLC$309M AUM0.01%$29,6831.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M260.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$13M645.9KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$200,4627.2KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$13M440.7KQ3 2025OLDER
Hickory Point Bank & Trust$152M AUM0.01%$13,750680Q1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$754,83337.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$264,69012.9KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$58M2.87MQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$353,56612.1KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M110.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$92333.1KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$262,75913.0KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.01%$12,897462Q3 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$535,16326.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$945,58846.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$50M2.45MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$43M2.11MQ1 2026OLDER
Investors Research Corp$523M AUM0.01%$41,0472.0KQ1 2026OLDER
North Ridge Wealth Advisors, Inc.$178M AUM0.01%$13,934689Q1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M86.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M219.6KQ1 2026OLDER
Graney & King, LLC$186M AUM0.01%$13,496667Q1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$586,73429.0KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$174,0748.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M143.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M36.2KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$490,35524.3KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$20,2201.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$507,52225.1KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$936,18646.3KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.01%$7,320362Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M83.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$167,6006.9KQ2 2026
WFA Asset Management Corp$184M AUM0.01%$11,271293Q3 2025OLDER
Callan Family Office, LLC$4.4B AUM0.01%$267,08613.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M58.0KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.01%$9,340462Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$264,07413.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$107M5.28MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M315.7KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$362,44913.0KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$229,65810.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$335,63116.6KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$8,546423Q1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$311,55515.2KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$4M202.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M122.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M213.0KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$155,1366.3KQ2 2026
Rise Advisors, LLC$284M AUM0.00%$12,464447Q3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$5,277261Q1 2026OLDER
Paladin Partners, LLC$139M AUM0.00%$6,066300Q2 2026
Jump Financial, LLC$7.5B AUM0.00%$353,71917.3KQ4 2025OLDER
FIRST UNITED BANK & TRUST$308M AUM0.00%$13,345660Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$16,277805Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$5M228.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$37M1.84MQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$381,59120.2KQ2 2026
Triumph Capital Management$491M AUM0.00%$18,987939Q1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.00%$6,975250Q3 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$276,18413.7KQ1 2026OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.00%$278,30813.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$15M731.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$1M40.6KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$214M10.61MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$6M287.5KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.00%$10,110500Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$35,3851.8KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$623,70630.8KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$465,82923.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$39,8451.6KQ2 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$11,790482Q2 2026
VANGUARD GROUP INC$6.90T AUM0.00%$235M11.45MQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$206,72610.1KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$718,42525.8KQ3 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$4,509223Q1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$472,42023.4KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$325,19816.1KQ1 2026OLDER
Luken Investment Analytics, LLC$261M AUM0.00%$8,331412Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$21M1.02MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M87.5KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$598,53229.6KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.00%$575,48128.5KQ1 2026OLDER
MAIRS & POWER INC$9.8B AUM0.00%$283,08014.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$46M2.29MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$5M263.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$717,81035.5KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$6,077301Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$21M1.02MQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$74,9163.7KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M79.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$5M227.9KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$223,51610.9KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$789,34939.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$77M3.80MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M123.8KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$4,044200Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$294,84710.6KQ3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$12,274599Q2 2026
Front Row Advisors LLC$296M AUM0.00%$7,684380Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M222.1KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.00%$12,132600Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$35M1.74MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$102M5.06MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$20M983.8KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$603,87029.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$218,59410.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$343,92217.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$579,45128.3KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$1M56.3KQ4 2025OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$20,200999Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M86.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$450,33820.7KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$12,294600Q4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$655,89632.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$14M674.1KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$281,64413.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$1M59.7KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$8,088400Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M53.9KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$28,4701.4KQ1 2026OLDER
Curat Global, LLC$102M AUM0.00%$2,022100Q1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.00%$8,622426Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$2M59.7KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$32M1.58MQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$11,154456Q2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$73,7833.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$108,0475.3KQ4 2025OLDER
SFAM, LLC$108M AUM0.00%$2,022100Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$264,57913.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$289,06514.3KQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$16,176800Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$627,83131.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M63.9KQ1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$3,733185Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M198.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M406.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M97.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$6,652329Q1 2026OLDER
Trust Co$1.1B AUM0.00%$18,056893Q1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$6,147304Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$24,8101.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$106,2565.3KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$4,954245Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$20,9491.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$30,4721.5KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$250,32312.4KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM0.00%$2,790100Q3 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$266,0269.5KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$77,0793.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$987,00048.2KQ4 2025OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$5,770285Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$5M255.1KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.00%$4,044200Q1 2026OLDER
Prudent Man Investment Management, Inc.$297M AUM0.00%$4,098200Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M79.0KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$15,204752Q1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$5,979244Q2 2026
Horrell Capital Management, Inc.$219M AUM0.00%$2,972147Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$389,88419.0KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M52.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$5M270.4KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$527,23726.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$493,60324.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$787,20538.9KQ1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.00%$3,357166Q1 2026OLDER
Nvest Wealth Strategies, Inc.$143M AUM0.00%$1,82090Q1 2026OLDER
Mosley Wealth Management$221M AUM0.00%$2,790100Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$46,0012.3KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$256,9708.3KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$4,596227Q1 2026OLDER
United Community Bank$300M AUM0.00%$3,258159Q4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$582,09328.8KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,66368Q2 2026
Calamos Advisors LLC$28.2B AUM0.00%$322,46915.9KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$329,30316.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$602,50529.8KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$291,86210.5KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$272,2489.8KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$775,58038.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$276,1459.9KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$16,823832Q1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$439,55121.5KQ4 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$606,60030.0KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$5,864290Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$464,50822.3KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M68.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$423,48820.9KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$8,392415Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M187.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$89,8804.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M127.2KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$28,6121.4KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$58,7802.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M229.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$618,81522.2KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$290,16010.4KQ3 2025OLDER
Quarry LP$558M AUM0.00%$4,226209Q1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$2,447121Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$41,3032.0KQ2 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$31,9111.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M158.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$4,269153Q3 2025OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$1,39368Q4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$491,61124.3KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$3,627177Q4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$10,245500Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$15,064745Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$223,00711.0KQ1 2026OLDER
St. Johns Investment Management Company, LLC$238M AUM0.00%$1,61880Q1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$1,87293Q1 2026OLDER
Garner Asset Management Corp$255M AUM0.00%$1,65781Q4 2025OLDER
Activest Wealth Management$569M AUM0.00%$3,069110Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M254.7KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$8,985444Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M53.5KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$276,4799.9KQ3 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$338,28116.7KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,357166Q1 2026OLDER
S&T BANK/PA$268M AUM0.00%$1,61979Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M52.1KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,15357Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$52626Q1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$4,042200Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$5,334188Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M374.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$112,6235.5KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$425,60021.0KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$60730Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$303,04115.0KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$4,165206Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$310,00915.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2,750136Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,92195Q1 2026OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$2,022100Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$6,875340Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$4,651230Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$288,92015.7KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$3,842190Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$19,588969Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$20,2201.0KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$1,29163Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$375,58618.6KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.00%$80940Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,27062Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$69,3153.4KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$103,6485.1KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M49.6KQ4 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$62231Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M57.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$9,837506Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$677,73333.6KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$379,51418.8KQ1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.00%$1,01150Q1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$1,41570Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$3,519174Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$11,161552Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$4,448220Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$60730Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$79,5413.9KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$2,204109Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$192,7989.5KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$103,4915.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$447,25622.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M58.6KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$3,882192Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$5,032249Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$146,5957.3KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$13,082647Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$13,244655Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$52626Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$140,8537.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$535,87026.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$253,5559.1KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,102103.9KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$159,8837.8KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$222,81811.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$491,80425.3KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$74837Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,90194Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$190,0079.4KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$6,539319Q4 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$2,912144Q1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$38419Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$577,15928.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$53,9072.7KQ1 2026OLDER
City State Bank$385M AUM0.00%$80940Q1 2026OLDER
Amundi$367.1B AUM0.00%$750,97037.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$78,8583.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$761,44937.7KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$4,098200Q4 2025OLDER
Breakwater Investment Management$269M AUM0.00%$50625Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$70735Q1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$2,426120Q1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$30711Q3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$62731Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$4,098200Q4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$4,044200Q1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$66833Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$10,616525Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$6,139251Q2 2026
Arax Advisory Partners$3.5B AUM0.00%$5,431265Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$206,54810.2KQ1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$8,088400Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$60730Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$242,30712.0KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$1506.4KQ3 2025OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$43,3532.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$1,98871Q3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$468,63123.2KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$3,296163Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$42,3532.1KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$7,077350Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,15257Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$496,66724.6KQ2 2026
Blue Trust, Inc.$8.7B AUM0.00%$8,088400Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$40520Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$17,349858Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$264,90313.1KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$66733Q1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$85635Q2 2026
Arlington Trust Co LLC$1.2B AUM0.00%$95439Q2 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$1,62680Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$85842Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$2,184108Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$12,961641Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$38,2501.9KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$1405Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$102,0435.0KQ1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$1829Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$11,746421Q3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$2,022100Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,123105Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$24812Q1 2026OLDER
HOEY INVESTMENTS, INC$693M AUM0.00%$40520Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,543127Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$1M51.0KQ1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$7,477268Q3 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$43121Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$31,4521.5KQ4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$37715Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$76838Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$10,855537Q2 2026
Larson Financial Group LLC$3.1B AUM0.00%$1,21360Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$944Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$814Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$22111Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$34,0661.7KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$58629Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,831140Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$412Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$22311Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$9,202330Q3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$613Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$824Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$14,457715Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$984Q2 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$201Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,41469Q4 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$562Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$26313Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$2,049100Q4 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$1396Q1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$1015Q1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$111Q1 2026OLDER
HORIZON FINANCIAL SERVICES, LLC$226M AUM$00Q1 2026OLDER

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