SEC 13F Intelligence

HOPEHOPE BANCORP INC

CUSIP 43940T109 · Yahoo Finance ↗ · Google Finance ↗

Hope Bancorp Inc (HOPE) has 251 institutional holders in Filings Flow’s 13F database, together reporting 119.11M shares worth $1.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Wellington Management Group LLP.

Institutional Holders
251
Q1 2026
Reported Value
$1.3B
Ticker
HOPE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 181Q4 ’18Q1 ’19: 176Q2 ’19: 174Q2 ’19Q3 ’19: 168Q2 ’21: 175Q2 ’21Q4 ’21: 193Q4 ’22: 200Q4 ’22Q4 ’25: 247Q1 ’26: 251Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $2.9BQ4 ’18Q1 ’19: $2.7BQ2 ’19: $3.0BQ2 ’19Q3 ’19: $3.6BQ2 ’21: $5.2BQ2 ’21Q4 ’21: $6.4BQ4 ’22: $412MQ4 ’22Q4 ’25: $1.3BQ1 ’26: $1.3BQ1 ’26Q2 ’26: $7Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Rhino Investment Partners, Inc$359M AUM8.07%$29M2.60MQ1 2026OLDER
HoldCo Asset Management, LP$1.3B AUM5.21%$70M6.26MQ1 2026OLDER
Bridge City Capital, LLC$361M AUM0.51%$2M163.6KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.44%$709,99963.6KQ1 2026OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM0.37%$2M167.5KQ1 2026OLDER
Nierenberg Investment Management Company, LLC$201M AUM0.35%$709,90963.6KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.35%$34M3.02MQ1 2026OLDER
Four Tree Island Advisory LLC$198M AUM0.33%$661,15259.2KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.22%$66M5.92MQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.18%$9M809.9KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.18%$193,53117.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.15%$295,35726.4KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.14%$5M421.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.08%$50M4.43MQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.06%$6M570.0KQ1 2026OLDER
A&I FINANCIAL SERVICES, LLC$230M AUM0.06%$136,80010.0KQ2 2026
MACQUARIE GROUP LTD$16.8B AUM0.06%$50M4.60MQ3 2025OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.05%$200,53518.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$512,42445.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M164.3KQ4 2025OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM0.04%$243,47521.8KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$13M1.14MQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.04%$6M496.6KQ2 2026
Numerai GP LLC$997M AUM0.03%$283,83125.9KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.03%$709,83163.5KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.03%$122,28910.9KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$323,85229.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$33M2.92MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$535,48448.9KQ4 2025OLDER
Massar Capital Management, LP$934M AUM0.03%$235,66221.5KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.03%$118,04510.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$163,76915.2KQ3 2025OLDER
DGS Capital Management, LLC$609M AUM0.02%$134,15212.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$112M9.99MQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.02%$322,88923.6KQ2 2026
GABELLI FUNDS LLC$14.8B AUM0.02%$3M270.0KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$638,10354.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$36M3.27MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$82M7.37MQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.02%$750,23468.5KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M458.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$485,58343.5KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$33,5103.0KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$89,2918.1KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M219.1KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$495,11846.0KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M657.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$635,57356.9KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$3M239.6KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$423,12238.6KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$771,60169.1KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$107,3617.8KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$303,40027.2KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$301,45222.0KQ2 2026
Bridgewater Associates, LP$22.4B AUM0.01%$2M188.3KQ4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M150.8KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$286,50526.6KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M146.9KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.01%$165,07215.3KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M140.5KQ4 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$173,18015.5KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$39,0953.5KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$866,10379.0KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$1M115.3KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$170,82315.6KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M264.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$31M2.76MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$379,07633.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$84M7.50MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$327,27029.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$209,54918.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M347.0KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M209.8KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$753,72967.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.00%$116,70410.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$380,37234.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$7M623.1KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$138,03012.6KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$24M2.12MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M374.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$95,9107.0KQ2 2026
BlackRock, Inc.$5.72T AUM0.00%$204M18.24MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$115,49810.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$130,83411.7KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$37,9723.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$133,19111.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$30,7182.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$364,55532.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$313,94428.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$662,34759.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$774,08169.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M158.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M143.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M211.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$11,3491.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$82M7.33MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M346.2KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.00%$188,07417.2KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M501.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$8,646774Q1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$565,59350.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$9M827.1KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$191,08517.1KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$130,18711.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$20M1.80MQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$219,14119.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$545,59750.7KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$36M3.24MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$152M13.87MQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$373,62533.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$16M1.45MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M458.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$122,03210.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$30,1162.6KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$15,6831.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$861,25277.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$163,87514.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$257,45023.5KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$124,02011.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$354,13431.7KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$338,06031.4KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$61,3125.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$90,2308.1KQ2 2026
Engineers Gate Manager LP$8.0B AUM0.00%$129,46011.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M455.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$403,58336.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9M761.5KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$287,71825.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$50,8464.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M240.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$61M5.50MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$814,48372.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M147.9KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2,066185Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$138,09612.6KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M105.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M113.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$458,46141.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$925,70382.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M120.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$19M1.77MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$290,42026.0KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4,849434Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$39,8092.9KQ2 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$305,13127.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M158.8KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$2,357211Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M311.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M363.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$127,58411.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$648,37458.0KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$9,606860Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$43,9433.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$5M476.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$145,43313.0KQ1 2026OLDER
Quarry LP$558M AUM0.00%$4,524405Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$11M989.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M302.7KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$142,08913.2KQ3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$22,4072.0KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$1M99.7KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$33,8262.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$171,79116.0KQ3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$189,77917.0KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,15084Q2 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$137,40412.5KQ4 2025OLDER
Kilter Group LLC$232M AUM0.00%$1,408126Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M123.0KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$8,422754Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$605,00154.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$17,7681.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$27,8822.5KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M211.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M132.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$183,84716.5KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,293196Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$307,85027.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$309,29327.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M155.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$5,531495Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,579144Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,603233Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,04197Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$9,696868Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$10,409948Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$32,5272.9KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$2,161158Q2 2026
Cerity Partners LLC$70.8B AUM0.00%$255,77622.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$322,91428.9KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$142,01512.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$722,76564.7KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$106,0939.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$661,64459.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$297,32926.6KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$215,64919.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$273,39324.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$136,15112.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$256,28422.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$461,03141.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$5M471.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$254,91822.8KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$32429Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$198,45318.1KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$229,36520.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$134,56112.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$745,29966.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$124,04311.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$107,03164.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$107,72210.0KQ3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,374123Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,828163.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$867,35177.7KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$260,57423.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$133,83912.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,731334Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M241.9KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$3,493299Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,351300Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$53648Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$75,3196.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M93.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M100.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$37,8103.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$114,42310.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$64858Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$42739Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$608,96054.5KQ2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$124,55911.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$2,234200Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$8,351714Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$82774Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$5,596501Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$131,06911.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$17,5031.6KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,01691Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$169,09115.1KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$23521Q1 2026OLDER
Amundi$367.1B AUM0.00%$213,49219.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,714243Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$333,33529.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,385305Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$9,282831Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,551794Q3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$15,6381.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,057191Q3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$7,841702Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$64759Q4 2025OLDER
BOKF, NA$6.5B AUM0.00%$1,944174Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,176202Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$6,884616Q1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$41130Q2 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$89480Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$128,00011.5KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$29,7572.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$77169Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,06195Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$10810Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$8,802788Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$9791Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$1,821163Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$29026Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$565Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$272Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$16,2411.5KQ2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$343Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$40236Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$13412Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$7,065647Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$72665Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$12111Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$121Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$121Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$34031Q4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$222Q1 2026OLDER

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