SEC 13F Intelligence

HSICSCHEIN HENRY INC

CUSIP 806407102 · Yahoo Finance ↗ · Google Finance ↗

Schein Henry Inc (HSIC) has 555 institutional holders in Filings Flow’s 13F database, together reporting 120.36M shares worth $8.6B as of Q1 2026. The largest reported holders are Kohlberg Kravis Roberts & Co. L.P., Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
555
Q1 2026
Reported Value
$8.6B
Ticker
HSIC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 524Q4 ’18Q1 ’19: 506Q2 ’19: 513Q2 ’19Q3 ’19: 472Q2 ’21: 516Q2 ’21Q4 ’21: 521Q4 ’22: 550Q4 ’22Q4 ’25: 536Q1 ’26: 555Q1 ’26Q2 ’26: 36filingsflow.com
Total reported value
Q4 ’18: $473.6BQ4 ’18Q1 ’19: $478.6BQ2 ’19: $623.3BQ2 ’19Q3 ’19: $382.2BQ2 ’21: $104.8BQ2 ’21Q4 ’21: $108.4BQ4 ’22: $5.8BQ4 ’22Q4 ’25: $8.9BQ1 ’26: $8.6BQ1 ’26Q2 ’26: $66Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Kohlberg Kravis Roberts & Co. L.P.$5.3B AUM21.58%$1.2B15.65MQ1 2026OLDER
Ananym Capital Management, LP$262M AUM18.97%$50M674.9KQ1 2026OLDER
P2 Capital Partners, LLC$210M AUM10.51%$22M299.5KQ1 2026OLDER
Palestra Capital Management LLC$2.6B AUM9.81%$252M3.41MQ1 2026OLDER
Ulysses Management LLC$802M AUM8.31%$67M904.8KQ1 2026OLDER
M.D. Sass, LLC$1.3B AUM7.11%$94M1.27MQ1 2026OLDER
Defilade Capital Management, L.P.$712M AUM6.46%$46M624.0KQ2 2026
Southpoint Capital Advisors LP$4.9B AUM4.85%$236M3.20MQ1 2026OLDER
LONE PEAK GLOBAL INVESTORS LLC$600M AUM4.63%$28M377.4KQ1 2026OLDER
Sio Capital Management, LLC$697M AUM3.68%$15M219.2KQ3 2025OLDER
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM3.19%$14M213.3KQ3 2025OLDER
BANYAN CAPITAL MANAGEMENT, INC.$232M AUM3.14%$7M98.9KQ1 2026OLDER
Wolf Hill Capital Management, LP$1.0B AUM2.96%$32M485.9KQ3 2025OLDER
Clarkston Capital Partners, LLC$1.3B AUM2.72%$36M484.2KQ1 2026OLDER
Arvin Capital Management LP$819M AUM2.40%$13M200.0KQ3 2025OLDER
Dilation Capital Management LP$199M AUM2.21%$4M59.8KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM2.16%$26M355.3KQ1 2026OLDER
HFR Wealth Management, LLC$407M AUM2.08%$8M115.1KQ1 2026OLDER
Zuckerman Investment Group, LLC$1.1B AUM1.99%$21M288.6KQ1 2026OLDER
NUANCE INVESTMENTS, LLC$717M AUM1.99%$14M193.9KQ1 2026OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM1.81%$94M1.27MQ1 2026OLDER
FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM1.79%$144M1.95MQ1 2026OLDER
LYRICAL ASSET MANAGEMENT LP$6.6B AUM1.74%$114M1.54MQ1 2026OLDER
James J. Burns & Company, LLC$737M AUM1.54%$11M153.8KQ1 2026OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM1.52%$32M479.9KQ3 2025OLDER
Burgundy Asset Management Ltd.$10.6B AUM1.43%$151M2.17MQ3 2025OLDER
STALEY CAPITAL ADVISERS INC$2.4B AUM1.41%$33M450.7KQ1 2026OLDER
Stenger Family Office, LLC$566M AUM1.39%$8M24.5KQ1 2026OLDER
DME Capital Management, LP$3.2B AUM1.38%$44M599.3KQ1 2026OLDER
Foyston, Gordon & Payne Inc$434M AUM1.26%$5M73.9KQ1 2026OLDER
LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM1.22%$19M262.0KQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM1.16%$6M86.3KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM1.09%$10M135.0KQ1 2026OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM1.04%$60M897.5KQ3 2025OLDER
PFM Health Sciences, LP$1.1B AUM1.03%$11M153.1KQ1 2026OLDER
SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM0.94%$6M80.1KQ1 2026OLDER
Galibier Capital Management Ltd.$300M AUM0.92%$3M41.5KQ3 2025OLDER
Taproot Management LP$530M AUM0.83%$4M59.4KQ1 2026OLDER
STEINBERG ASSET MANAGEMENT LLC$154M AUM0.79%$1M16.5KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.78%$484M6.57MQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.76%$2M25.1KQ1 2026OLDER
Bridge Creek Capital Management LLC$360M AUM0.72%$3M39.0KQ3 2025OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.70%$24M331.2KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM0.55%$913,88012.4KQ1 2026OLDER
Marathon Asset Management Ltd$2.6B AUM0.50%$13M177.7KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.45%$9M120.0KQ1 2026OLDER
Kerrisdale Advisers, LLC$263M AUM0.45%$1M16.0KQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.45%$9M116.5KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.42%$4M48.3KQ1 2026OLDER
Reflection Asset Management$141M AUM0.37%$516,4386.8KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.33%$6M80.8KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.30%$2M23.4KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.26%$27M360.9KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.24%$4M51.4KQ1 2026OLDER
Sciencast Management LP$785M AUM0.24%$2M22.7KQ4 2025OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.21%$65M887.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.21%$310,4244.2KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.21%$1M17.0KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.20%$3M42.2KQ1 2026OLDER
JLB & ASSOCIATES INC$696M AUM0.20%$1M18.8KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.20%$23M305.9KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.19%$2M31.0KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.19%$537,8277.1KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.19%$831,38011.0KQ4 2025OLDER
Seelaus Asset Management LLC$142M AUM0.18%$227,7823.4KQ3 2025OLDER
Delta Global Management LP$1.2B AUM0.18%$2M32.2KQ4 2025OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.17%$14M183.3KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.17%$191,6202.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.17%$2M29.8KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.17%$1M18.3KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.16%$4M51.8KQ1 2026OLDER
Prairie Wealth Advisors, Inc.$231M AUM0.15%$353,7600Q1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.14%$21M289.5KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.14%$589,6008.0KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.14%$1M16.6KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.14%$10M137.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.14%$265M3.59MQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.14%$687,2539.3KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.13%$1M13.9KQ1 2026OLDER
State of Wyoming$844M AUM0.13%$1M14.6KQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.13%$343,8114.7KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.12%$841,28611.4KQ1 2026OLDER
111 Capital$406M AUM0.12%$491,5056.7KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.11%$2M28.1KQ1 2026OLDER
Lincoln Capital LLC$562M AUM0.11%$609,6967.3KQ2 2026
Blueshift Asset Management, LLC$330M AUM0.11%$348,5755.3KQ3 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.11%$3M47.5KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.11%$342,4973.9KQ2 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$680,02710.2KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.11%$8M112.7KQ1 2026OLDER
Sendero Wealth Management, LLC$904M AUM0.10%$941,66512.8KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.10%$49M646.8KQ4 2025OLDER
Riverwater Partners LLC$300M AUM0.10%$307,6984.2KQ1 2026OLDER
Swedbank AB$95.1B AUM0.10%$97M1.31MQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.10%$14M188.9KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.10%$8M123.3KQ3 2025OLDER
denkapparat Operations GmbH$242M AUM0.10%$237,4613.2KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.10%$943,77611.3KQ2 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.10%$2M22.8KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.09%$3M37.1KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.09%$110M1.51MQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.08%$4M57.7KQ3 2025OLDER
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$357M AUM0.08%$331,8505.0KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$675,77910.2KQ3 2025OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.08%$3M41.5KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.08%$29M392.7KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.08%$18M239.6KQ1 2026OLDER
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.07%$381,0295.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.07%$2M24.9KQ3 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.07%$2M30.9KQ1 2026OLDER
LGT Group Foundation$8.2B AUM0.07%$5M73.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$423,5076.4KQ3 2025OLDER
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM0.06%$1M17.0KQ1 2026OLDER
Tempus Wealth Planning, LLC$435M AUM0.06%$266,3523.6KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.06%$439,6356.6KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$653,3518.9KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.06%$832,61212.5KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.06%$317,7134.8KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.06%$151M2.04MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.06%$360M4.89MQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.05%$280,7973.8KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$1M20.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$5M76.5KQ3 2025OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.05%$283,7453.9KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.05%$227,6593.1KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.05%$287,4303.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$38M520.1KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.05%$153,8862.1KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.05%$147,4002.0KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.05%$368,5005.0KQ1 2026OLDER
Davis Capital Management$169M AUM0.05%$77,841932Q2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$212M2.87MQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.04%$6M83.4KQ4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.04%$4M80.3KQ2 2026
Oak Thistle LLC$1.0B AUM0.04%$431,5145.9KQ1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.04%$418,5475.9KQ1 2026OLDER
Canvas Wealth Advisors, LLC$588M AUM0.04%$242,0073.2KQ4 2025OLDER
Great Diamond Partners, LLC$582M AUM0.04%$237,1972.8KQ2 2026
Brevan Howard Capital Management LP$11.3B AUM0.04%$5M61.4KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.04%$233,1873.2KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.04%$6M74.5KQ4 2025OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.03%$466,4806.2KQ4 2025OLDER
Fiduciary Group, LLC$1.2B AUM0.03%$384,9295.1KQ4 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.03%$280,5753.8KQ1 2026OLDER
RKL Wealth Management LLC$1.1B AUM0.03%$353,8344.8KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.03%$438,7366.0KQ1 2026OLDER
City State Bank$385M AUM0.03%$119,3201.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.03%$134M1.81MQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.03%$745,60111.2KQ3 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.03%$810,8969.7KQ2 2026
ISTHMUS PARTNERS, LLC$953M AUM0.03%$266,4953.5KQ4 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.03%$475,5126.5KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.03%$1M14.6KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.03%$200,0972.5KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$206,1072.7KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$296,2004.0KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.03%$207,8342.8KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$2M33.2KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.03%$586,1368.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M42.6KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.03%$243,2103.3KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.03%$1M13.6KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.03%$251,4643.4KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.03%$251,0233.4KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$292,7973.9KQ4 2025OLDER
Breakwater Capital Group$833M AUM0.02%$200,4482.4KQ2 2026
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.02%$551,6447.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.02%$6M87.3KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.02%$808,65212.2KQ3 2025OLDER
Westside Investment Management, Inc.$653M AUM0.02%$147,4002.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$10M132.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$422M5.72MQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.02%$6M90.1KQ3 2025OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.02%$525,5557.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$332M4.56MQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.02%$8M103.0KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.02%$3M38.1KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.02%$148,7272.0KQ1 2026OLDER
Irenic Capital Management LP$1.5B AUM0.02%$302,3204.0KQ4 2025OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$314,3314.3KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$885,58012.0KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.02%$196,1902.7KQ1 2026OLDER
Garde Capital, Inc.$1.7B AUM0.02%$308,7304.2KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.02%$2M33.2KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$54,518796Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.02%$5M66.1KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M14.2KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.02%$250,5803.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$18M245.5KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.02%$48,421657Q1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.02%$350,5174.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$309M4.19MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M259.5KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M26.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$5M72.1KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.02%$42,378575Q1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M41.9KQ4 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.02%$651,8778.8KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.02%$99,4951.4KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M20.4KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.02%$2M30.7KQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.02%$297,9694.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M14.6KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.02%$708,4799.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$866,93311.8KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.02%$9M116.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$14M187.5KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.01%$83,7711.0KQ2 2026
Swiss Life Asset Management Ltd$20.4B AUM0.01%$3M14.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$504,4036.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$7M93.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$586,6448.8KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$377,8444.5KQ2 2026
COUNTRY CLUB BANK$1.7B AUM0.01%$236,7893.6KQ3 2025OLDER
Man Group plc$55.1B AUM0.01%$8M104.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M101.0KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.01%$2M25.9KQ1 2026OLDER
SVB WEALTH LLC$1.5B AUM0.01%$226,9673.0KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$8M108.7KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.01%$239,0833.2KQ1 2026OLDER
STEPH & CO$351M AUM0.01%$46,284628Q1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.01%$204,0752.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M15.2KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.01%$20,167276Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$70,236953Q1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.01%$4M52.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$41M561.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$408,0045.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$876M11.59MQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$204M2.77MQ1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.5B AUM0.01%$443,9925.3KQ2 2026
Procyon Advisors, LLC$2.3B AUM0.01%$212,5833.2KQ3 2025OLDER
Czech National Bank$18.3B AUM0.01%$2M27.6KQ2 2026
Arizona State Retirement System$17.1B AUM0.01%$2M29.1KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$710,3949.6KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.01%$37,790500Q4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$828,90311.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$741,64310.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$12M181.5KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$78M1.06MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$473M6.42MQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$79M1.07MQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$560,1207.6KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$731,0309.9KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.01%$208,3353.1KQ3 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.01%$2M21.3KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$18M246.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$323M4.38MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$841,87511.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M15.0KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.01%$4M50.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$41M561.2KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$209,9712.8KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M32.1KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$26,548400Q3 2025OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.01%$445,8116.0KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$329,2184.5KQ1 2026OLDER
First Pacific Advisors, LP$7.1B AUM0.01%$730,6629.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M35.9KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M26.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$31M415.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$20M278.0KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$225,5223.1KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.01%$2M30.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$73M993.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M124.0KQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.01%$325,0174.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$6M77.3KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$308,8034.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$829,19811.3KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$362,1095.0KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$201,8642.7KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$1M19.2KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.01%$99,5551.5KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M27.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$518M7.02MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$786,67410.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M32.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$15M209.7KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.01%$571,6177.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M23.4KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M23.3KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.01%$1M14.8KQ1 2026OLDER
Woodbridge CO LTD$27.8B AUM0.01%$3M45.8KQ4 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$19,911300Q3 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.01%$273,4973.8KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.01%$18,792225Q2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M27.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$15M209.2KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$392,3795.3KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$198,4002.7KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$232,1823.1KQ4 2025OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.01%$120,6471.6KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M32.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$11M142.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$40M545.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$947,19212.9KQ1 2026OLDER
Beacon Financial Strategies CORP$201M AUM0.01%$14,616175Q2 2026
HB Wealth Management, LLC$15.5B AUM0.01%$1M15.1KQ1 2026OLDER
Operose Advisors LLC$431M AUM0.01%$30,232400Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$61M831.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$980,13613.3KQ1 2026OLDER
Hamrick Investment Counsel, llc$180M AUM0.01%$12,529170Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M24.0KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$376,2385.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$113M1.50MQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.01%$523,7297.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$13M173.9KQ1 2026OLDER
Dai-ichi Life Insurance Company, Ltd$3.5B AUM0.01%$265,4804.0KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M22.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$375,8705.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$90M1.22MQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M28.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$12M163.1KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M17.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M38.9KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M22.4KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.01%$73,7001.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M59.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M94.2KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$1M19.7KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$4M59.8KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$1M19.5KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M27.2KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$8M115.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$27M371.0KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.01%$142,1671.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$21M282.3KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$792,20210.7KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$851,30911.6KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$181,5972.5KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.01%$461,5836.3KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.01%$2M21.3KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$399,9705.3KQ4 2025OLDER
GODSEY & GIBB, INC$1.1B AUM0.01%$58,960800Q1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$1M13.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$12M165.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$373,2905.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$261,1193.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$9M122.8KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M32.1KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$346,7594.7KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$3M42.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$525,0546.9KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$5M73.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$51,532617Q2 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$6M81.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M50.1KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.00%$302,3174.1KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.00%$201,6912.6KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$4M42.7KQ2 2026
Strengthening Families & Communities, LLC$401M AUM0.00%$19,911300Q3 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$3M44.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$772,21111.6KQ3 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.00%$210,1872.8KQ4 2025OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.00%$278,1574.2KQ3 2025OLDER
Quattro Advisors LLC$115M AUM0.00%$5,29170Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$17M233.9KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$2M23.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$477,6506.5KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$397,6855.4KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.00%$250,5063.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$789,66010.4KQ4 2025OLDER
DAVIS R M INC$5.6B AUM0.00%$218,7292.9KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$1M13.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$16M218.5KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.00%$54,317737Q1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.00%$236,0613.2KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M14.4KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$40,087604Q3 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M19.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$13M176.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$629,1198.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M39.0KQ3 2025OLDER
Fairman Group, LLC$117M AUM0.00%$3,98054Q1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$203,4122.8KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$10M138.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6M79.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M40.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M25.9KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,46447Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$13M181.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$655,0458.9KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$283,5983.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M61.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$303,1284.1KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$4,93867Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M22.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$572,3557.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$230,4603.1KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$17,762241Q1 2026OLDER
Quarry LP$558M AUM0.00%$15,330208Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M29.8KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$221,1003.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M34.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$552,9437.3KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,770105Q2 2026
OneDigital Investment Advisors LLC$10.2B AUM0.00%$266,9413.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$33,608456Q1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$7,370100Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3M37.4KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$51,590700Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$483,1776.6KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M28.3KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$569,9227.7KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$478,5947.2KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M22.2KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$55,325732Q4 2025OLDER
Rakuten Investment Management, Inc.$49.2B AUM0.00%$682,2278.9KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$639,4958.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M72.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M25.2KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$341,5264.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$8M111.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$711,2799.7KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$3,98054Q1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$5,23371Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$69,278940Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$68,982936Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$385,5255.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$279,5193.8KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$428,5655.8KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$253,1603.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M26.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M20.5KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$18,425250Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$587,3908.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$77,0901.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M28.8KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$716,79610.8KQ3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M21.9KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$10,506139Q4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$563,4158.5KQ3 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$163,3192.2KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$339,9784.6KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M23.3KQ1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.00%$5,23871Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$191,0732.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$370,7115.0KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$6,42485Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$469,1746.4KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$45,031611Q1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$4,79165Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$1M16.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$96,8421.3KQ2 2026
Ares Financial Consulting, LLC$139M AUM0.00%$2,42229Q2 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M49.2KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$601,1718.2KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$786,08410.7KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$578,7667.9KQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$62,645850Q1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$56,685750Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$607,7308.2KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$1M15.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$45,074620Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$567,3437.7KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$24,763336Q1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$9,093137Q3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$6,04482Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$34,123463Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$15,109205Q1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$6,637100Q3 2025OLDER
Mechanics Financial Corp$239M AUM0.00%$3,61149Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$13M182.7KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$421,1965.7KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$6,70791Q1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$4,93867Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$243,4313.3KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$30,232400Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$68,762933Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$231,2713.1KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M29.1KQ3 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$9,508129Q1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.00%$6,76581Q2 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M30.8KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$18,794255Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$497,4016.7KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$10,982149.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$82,1761.1KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$2,43233Q1 2026OLDER
SOUTH PLAINS FINANCIAL, INC.$172M AUM0.00%$2,11628Q4 2025OLDER
Merkkuri Wealth Advisors LLC$151M AUM0.00%$1,89626Q1 2026OLDER
United Financial Planning Group LLC$169M AUM0.00%$2,06428Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$2,21130Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M34.9KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$278,3623.8KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$14,003190Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$10,687145Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$26,458359Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$922,89212.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$250,5803.4KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$1M17.2KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$5,08769Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$935,65812.7KQ1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$7,886107Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$2,12432Q3 2025OLDER
Torren Management, LLC$201M AUM0.00%$1,91626Q1 2026OLDER
HOWARD HUGHES MEDICAL INSTITUTE$416M AUM0.00%$1,66322Q4 2025OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.00%$41,949632Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$81,9551.1KQ1 2026OLDER

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