SEC 13F Intelligence

IBPINSTALLED BLDG PRODS INC

CUSIP 45780R101 · Yahoo Finance ↗ · Google Finance ↗

Installed Bldg Prods Inc (IBP) has 443 institutional holders in Filings Flow’s 13F database, together reporting 26.10M shares worth $6.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Kayne Anderson Rudnick Investment Management LLC.

Institutional Holders
443
Q1 2026
Reported Value
$6.3B
Ticker
IBP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 104Q4 ’18Q1 ’19: 121Q2 ’19: 119Q2 ’19Q3 ’19: 141Q2 ’21: 184Q2 ’21Q4 ’21: 197Q4 ’22: 203Q4 ’22Q4 ’25: 425Q1 ’26: 443Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $680MQ4 ’18Q1 ’19: $1.6BQ2 ’19: $2.5BQ2 ’19Q3 ’19: $2.1BQ2 ’21: $10.1BQ2 ’21Q4 ’21: $10.3BQ4 ’22: $827MQ4 ’22Q4 ’25: $6.3BQ1 ’26: $6.3BQ1 ’26Q2 ’26: $58Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
TIMUCUAN ASSET MANAGEMENT INC/FL$2.7B AUM8.07%$219M826.9KQ1 2026OLDER
Watchtower Advisors, LP$141M AUM6.07%$9M32.3KQ1 2026OLDER
Giverny Capital Inc.$2.7B AUM3.92%$107M403.7KQ1 2026OLDER
Pembroke Management, LTD$691M AUM2.88%$20M75.0KQ1 2026OLDER
Salvus Wealth Management, LLC$172M AUM2.68%$5M17.4KQ1 2026OLDER
JACOBSON & SCHMITT ADVISORS, LLC$551M AUM2.52%$14M52.3KQ1 2026OLDER
Paralel Advisors LLC$2.4B AUM1.82%$44M165.0KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM1.41%$481M1.81MQ1 2026OLDER
Heron Bay Capital Management$1.1B AUM1.24%$13M50.6KQ1 2026OLDER
Joseph Group Capital Management$400M AUM1.13%$5M17.0KQ1 2026OLDER
Windsor Advisory Group, LLC$120M AUM1.10%$1M5.0KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM1.09%$22M83.4KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM0.88%$944,1993.6KQ1 2026OLDER
Laurus Global Equity Management Inc.$102M AUM0.82%$832,5713.1KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM0.81%$32M118.8KQ1 2026OLDER
BLALOCK WILLIAMS, LLC$129M AUM0.67%$863,0633.3KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.66%$3M9.9KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.64%$768,9352.9KQ1 2026OLDER
Ausbil Investment Management Ltd$201M AUM0.63%$1M4.7KQ1 2026OLDER
CacheTech Inc.$519M AUM0.62%$3M12.2KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.62%$45M170.8KQ1 2026OLDER
Adams Wealth Management$455M AUM0.60%$3M10.3KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.55%$3M11.5KQ1 2026OLDER
Pier Capital, LLC$606M AUM0.54%$3M12.3KQ1 2026OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.51%$2M8.2KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM0.48%$2M7.8KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.45%$63M236.1KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.41%$5M17.1KQ1 2026OLDER
Trinity Financial Advisors LLC$389M AUM0.38%$1M6.5KQ2 2026
Radnor Capital Management, LLC$676M AUM0.38%$3M9.7KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.38%$46M172.8KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.36%$36M134.0KQ1 2026OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.35%$738,7382.8KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.31%$15M55.2KQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM0.28%$44M167.5KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.27%$555,2242.1KQ1 2026OLDER
FORTRESS FINANCIAL GROUP, LLC$135M AUM0.27%$368,2671.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.27%$7M27.6KQ3 2025OLDER
Ascent Group, LLC$2.9B AUM0.26%$7M27.9KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.25%$2M6.3KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.24%$1M5.0KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.23%$55M208.2KQ1 2026OLDER
Fisher Funds Management LTD$3.4B AUM0.23%$8M29.0KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.22%$573,8272.2KQ1 2026OLDER
Scientech Research LLC$120M AUM0.22%$630,4632.6KQ3 2025OLDER
Impact Capital Partners LLC$331M AUM0.21%$678,5192.6KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.20%$1M4.6KQ3 2025OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.19%$2M6.4KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.19%$13M49.9KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM0.19%$20M76.5KQ3 2025OLDER
BLUEDOOR PRIVATE WEALTH, LLC$216M AUM0.18%$388,4451.5KQ1 2026OLDER
Guinness Asset Management LTD$5.8B AUM0.17%$11M40.2KQ4 2025OLDER
New England Research & Management, Inc.$257M AUM0.17%$442,4421.9KQ2 2026
Petros Family Wealth, LLC$140M AUM0.17%$239,960905Q1 2026OLDER
F/m Investments LLC$1.5B AUM0.17%$4M17.3KQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.17%$23M85.3KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.16%$9M34.5KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.16%$53M198.2KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.16%$47M177.4KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.15%$16M58.9KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.13%$3M15.2KQ2 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.13%$11M42.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.13%$2M7.0KQ3 2025OLDER
PFS Partners, LLC$218M AUM0.13%$277,3691.0KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.13%$6M21.1KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.12%$13M51.0KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.12%$466,3991.8KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.12%$72M270.6KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.11%$694,1632.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$689,1992.7KQ4 2025OLDER
Grant Private Wealth Management Inc$237M AUM0.10%$236,9651.0KQ2 2026
Mach-1 Financial Group, LLC$284M AUM0.10%$283,4451.1KQ1 2026OLDER
Monument Capital Management$399M AUM0.09%$370,6801.4KQ1 2026OLDER
Quantum Private Wealth, LLC$324M AUM0.09%$315,2311.3KQ3 2025OLDER
Vest Financial, LLC$8.3B AUM0.09%$8M28.7KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.09%$303,1671.1KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.09%$1M5.2KQ1 2026OLDER
Curated Wealth Partners LLC$794M AUM0.09%$687,2692.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.09%$7M25.7KQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.09%$3M12.3KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.09%$1M4.0KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.08%$466,6811.9KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$2M5.2KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.08%$994,9683.8KQ1 2026OLDER
VARCOV Co.$268M AUM0.08%$207,253799Q4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.08%$99M372.4KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.08%$38M143.2KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.07%$341,7781.3KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.07%$104,602394.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.07%$101M379.3KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.07%$2M6.9KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.07%$348,8801.3KQ4 2025OLDER
MADDEN SECURITIES Corp$333M AUM0.07%$223,521843Q1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.07%$21M81.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.06%$9M32.1KQ1 2026OLDER
Summit Financial Strategies, Inc.$1.3B AUM0.06%$767,8742.9KQ1 2026OLDER
Potrero Capital Research LLC$163M AUM0.06%$509,6002.1KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$1M4.7KQ4 2025OLDER
Round Rock Advisors LLC$654M AUM0.06%$363,5211.4KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.05%$256,5261.0KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.05%$2M8.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.05%$68M255.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.05%$273,6351.0KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.05%$7793.2KQ3 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.05%$3M11.4KQ3 2025OLDER
Drucker Wealth 3.0, LLC$573M AUM0.05%$273,3431.0KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.05%$1M5.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.05%$300,9251.2KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M10.0KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.05%$326,5571.2KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.05%$362,7251.4KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.04%$200,191871Q2 2026
Massar Capital Management, LP$934M AUM0.04%$410,4521.5KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.04%$15M54.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.04%$379,1661.43MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.04%$2M5.7KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.04%$223,012860Q4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.04%$30M112.9KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.04%$17M65.5KQ1 2026OLDER
Reyes Financial Architecture, Inc.$122M AUM0.04%$46,932177Q1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$201,514760Q1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.04%$269,9231.0KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.04%$6M20.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.04%$1M4.0KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.03%$9M32.2KQ1 2026OLDER
FIL Ltd$128.7B AUM0.03%$44M167.0KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.03%$26M96.2KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.03%$3M10.9KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.03%$209,999792Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M11.9KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$2M6.5KQ1 2026OLDER
Gryphon Financial Partners LLC$976M AUM0.03%$308,6771.2KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.03%$43,318167Q4 2025OLDER
MBB PUBLIC MARKETS I LLC$839M AUM0.03%$265,1501.0KQ1 2026OLDER
Skye Global Management LP$5.0B AUM0.03%$2M6.3KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$3M9.8KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.03%$241,021909Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$140M526.8KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$3M9.8KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$427,7081.7KQ3 2025OLDER
First Eagle Investment Management, LLC$59.0B AUM0.03%$17M63.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$222,461839Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M10.9KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M8.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.03%$270,9831.0KQ1 2026OLDER
Swedbank AB$95.1B AUM0.03%$27M100.0KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.03%$940,5153.8KQ3 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.03%$3M11.1KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.03%$318,1801.2KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.03%$219,185845Q4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$222,461839Q1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.03%$246,1591.1KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$823,8223.1KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.02%$28M104.4KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.02%$350,1771.4KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.02%$1M4.3KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$70,299410Q1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M8.5KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.02%$212,120800Q1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$780,9843.2KQ3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.02%$14M52.8KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.02%$8M32.6KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.02%$3M11.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M7.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$215,302812Q1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$850,3363.2KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$343,3031.3KQ3 2025OLDER
WESBANCO BANK INC$3.6B AUM0.02%$713,2542.7KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$164,923622Q1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M6.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$363M1.37MQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.02%$397,7251.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M5.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$34M128.7KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$219,703847Q4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$875,5253.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$997M3.76MQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.02%$224,848848Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$3M12.6KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.02%$5M17.4KQ1 2026OLDER
Boston Partners$95.5B AUM0.02%$16M61.0KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.02%$4M14.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$8M31.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$509,8831.9KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$202,575764Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.02%$45,076170Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$66M250.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.02%$3M11.6KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$730,4882.8KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.02%$227,535858Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$61M229.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$7M26.1KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$883,7013.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M6.3KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$1M4.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$94M352.8KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$308,4161.2KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$343,6341.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$16M60.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$32M120.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M12.7KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$286,0971.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$43M164.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$3M10.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M5.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$82M309.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$13M49.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$464,5431.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$202M778.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$105M395.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$318,7881.4KQ2 2026
SummitTX Capital, L.P.$3.2B AUM0.01%$281,1921.1KQ3 2025OLDER
Voleon Capital Management LP$4.6B AUM0.01%$531,4902.0KQ4 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$321,6271.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$181M681.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$54M203.9KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$518,3692.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$42M158.6KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$316,3241.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M10.1KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$79M296.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M6.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$52M195.5KQ2 2026
STATE STREET CORP$2.90T AUM0.01%$281M1.06MQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$965,7743.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M5.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$658M2.54MQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$258,256974Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M10.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M21.3KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$260,642983Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M8.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$32M121.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$325,2751.3KQ4 2025OLDER
World Investment Advisors$6.2B AUM0.01%$529,2402.0KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.01%$489,7321.8KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$513,3301.9KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.01%$261,173985Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$2M6.3KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$13M49.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M16.7KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$722,2692.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M16.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$42M156.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$6M23.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M5.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M27.0KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$265,9451.0KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$47M178.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$12M46.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$15M55.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$238,898921Q4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$225,643851Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$21M80.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$12M45.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$700,7912.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$272M1.03MQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.01%$173,532669Q4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$784,3363.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M23.1KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$40,568153Q1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$1M5.2KQ4 2025OLDER
SRH ADVISORS, LLC$349M AUM0.01%$22,53885Q1 2026OLDER
UBS Group AG$666.3B AUM0.01%$42M159.4KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.01%$9,37338Q1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$27,841105Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$36M134.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$7M25.5KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$24,65993Q1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$305,7231.2KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.01%$163,000615Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$13M48.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.01%$36,856139Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$4M17.0KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.01%$266,7411.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$79M298.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M12.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M9.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$1M4.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$11M41.3KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.01%$285,0361.1KQ1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.01%$1M4.6KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M25.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$150,924586Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$1M5.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M9.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M5.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$5M18.8KQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM0.01%$218,294885Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$39M147.9KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$2M7.2KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$13,95857Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M10.3KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$403,0281.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$94M353.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$6,43924.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$6M21.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$323,2171.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M6.5KQ1 2026OLDER
Capital World Investors$732.9B AUM0.00%$34M127.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M5.8KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$201,768818Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$286,8921.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M5.2KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$46,487173Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$7,73529Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$580,4132.2KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M4.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M10.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$7M28.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$14M53.5KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$1M4.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$521,8932.0KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$267,5371.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$217,888840Q4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$863,0643.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$14M54.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$399,0511.5KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$199,923754Q1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$672,6852.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M18.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$14M53.6KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$19,35673Q1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$488,6711.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M5.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M17.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M7.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$517,2712.0KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.00%$3,70015Q3 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$217,688821Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$10,07638Q1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$35,530134Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$905,4873.4KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$535,4982.2KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M28.9KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$609,8452.3KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$14,02061Q2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M10.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$15M55.6KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$27,797104Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$287,0591.1KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$5,56821Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$4,24216Q1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$11,66744Q1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$3,97815Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M12.2KQ3 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$461,0961.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M5.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$22,29497Q2 2026
Private Wealth Management Group, LLC$381M AUM0.00%$7,42528Q1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$398,1641.5KQ4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$342,3091.3KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$10,34139Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M4.8KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$5M18.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M3.9KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$29,697112Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$257,991973Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M4.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M6.0KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$79,015298Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$459,7701.7KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.00%$548,8612.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M10.6KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$344,4161.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$83,524322Q4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$274,6961.0KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$11,93145Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$955,6003.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$8M28.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$22M85.2KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$6,09823Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$735,7912.8KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$1,8567Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$6,09823Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$32,084121Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M10.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$319,2861.2KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$203,105766Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M11.6KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$246,161949Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$5M17.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M4.4KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$333,5591.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$25,45496Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$121,296444Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$25,67899Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$10M37.4KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$95,560361Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$34,734131Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$203,900769Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$928,2903.5KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$4,77318Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$459,7011.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$30,608118Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$611,4402.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$7,68929Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$1M4.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$51,704195Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$43,722164Q2 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$37,719141Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$39,773150Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$708,1092.7KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$241,267909Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$15,17356Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$194788Q3 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$201,514760Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$3,27812Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$24,823108Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$11,93245Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$13,25850Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$234,393884Q1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$8,11445Q3 2025OLDER
Westfuller Advisors, LLC$232M AUM0.00%$1,2885Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$39,773150Q1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$804,9963.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$41,629157Q1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$661,1312.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$318,1801.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$16,17461Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$2,96012Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$409,3921.5KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,65210Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,30320Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$283,7111.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$346,2861.3KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$129,128487Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$391,7011.5KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$233,192899Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$783,6083.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$2,0758Q2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$296,7031.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$164,132619Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$5312Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$33,202128Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$375,3281.4KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$8133Q1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$244,203921Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$122,680474Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$4032Q1 2026OLDER
Amundi$367.1B AUM0.00%$1M4.7KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$95,974370Q4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$7953Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$225,441914Q3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$522,6112.0KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$1,5566Q4 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$12,19746Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$5302Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,8577Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$105,570428Q3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$57,007215Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$7963Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$198,222748Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2591Q4 2025OLDER
McMillan Office, Inc.$782M AUM0.00%$1,3265Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,0614Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$3612Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$5302Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$13,25850Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$111,893422Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,0614Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$67,544254Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1,2335Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$60,178232Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$25,45496Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2,91711Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,44713Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$2,3919Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$160,069610Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$13,78852Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2661Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$6,15323Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$26,515100Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$13,07353Q3 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$3,44713Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$2661Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$25,939100Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$14,58455Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$10,34139Q1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.00%$1,3265Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2661Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$5312Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$1,0614Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$4602Q2 2026
TFC Financial Management, Inc.$812M AUM0.00%$2661Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5,56921Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2651Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$31,552119Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$5302Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$20,68278Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2591Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$22,69392Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2651Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2,3869Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2651Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$5,03819Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$5302Q2 2026

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