SEC 13F Intelligence

IMNMIMMUNOME INC

CUSIP 45257U108 · Yahoo Finance ↗ · Google Finance ↗

Immunome Inc (IMNM) has 199 institutional holders in Filings Flow’s 13F database, together reporting 115.52M shares worth $2.1B as of Q1 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and Point72 Asset Management, L.P..

Institutional Holders
199
Q1 2026
Reported Value
$2.1B
Ticker
IMNM
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 23Q2 ’21Q4 ’21: 23Q4 ’21Q4 ’22: 19Q4 ’22Q4 ’25: 181Q4 ’25Q1 ’26: 199Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $31MQ2 ’21Q4 ’21: $28MQ4 ’21Q4 ’22: $2MQ4 ’22Q4 ’25: $2.2BQ4 ’25Q1 ’26: $2.1BQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Enavate Sciences GP, LLC$352M AUM22.48%$79M3.61MQ1 2026OLDER
Redmile Group, LLC$1.5B AUM8.05%$122M5.56MQ1 2026OLDER
Pivotal bioVenture Partners Investment Advisor LLC$280M AUM5.73%$16M732.5KQ1 2026OLDER
Opaleye Management Inc.$759M AUM5.27%$37M3.19MQ3 2025OLDER
SILVERARC CAPITAL MANAGEMENT, LLC$980M AUM4.13%$40M1.85MQ1 2026OLDER
Monashee Investment Management LLC$184M AUM3.33%$6M274.9KQ4 2025OLDER
EcoR1 Capital, LLC$2.4B AUM2.78%$61M2.86MQ4 2025OLDER
NAN FUNG TRINITY (HK) Ltd$911M AUM1.72%$16M714.6KQ1 2026OLDER
Sofinnova Investments, Inc.$2.6B AUM1.41%$37M1.70MQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM1.28%$28M1.30MQ1 2026OLDER
Parkman Healthcare Partners LLC$970M AUM0.91%$9M403.5KQ1 2026OLDER
Atika Capital Management LLC$796M AUM0.72%$6M262.9KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.66%$90M4.10MQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.65%$4M192.6KQ4 2025OLDER
Birchview Capital, LP$176M AUM0.62%$1M50.0KQ1 2026OLDER
Sio Capital Management, LLC$697M AUM0.52%$4M165.1KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.48%$7M306.9KQ1 2026OLDER
Rock Springs Capital Management LP$1.7B AUM0.45%$8M347.7KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.41%$6M275.9KQ1 2026OLDER
SPHERA FUNDS MANAGEMENT LTD.$630M AUM0.36%$2M147.2KQ3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.35%$51M2.32MQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.32%$7M307.0KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.25%$357,88116.36MQ1 2026OLDER
Three Bridge Wealth Advisors, LLC$364M AUM0.23%$822,64037.6KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM0.22%$4M200.0KQ1 2026OLDER
PSP Research LLC$188M AUM0.20%$381,42018.0KQ2 2026
Longaeva Partners L.P.$2.7B AUM0.18%$2M102.5KQ4 2025OLDER
Informed Momentum Co LLC$866M AUM0.18%$2M71.8KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.17%$700,95632.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.17%$153M7.11MQ4 2025OLDER
Velan Capital Investment Management LP$160M AUM0.14%$218,70010.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.13%$6M287.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.13%$34M1.58MQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM0.13%$3M125.0KQ1 2026OLDER
Maltin Wealth Management, Inc.$262M AUM0.13%$328,05015.0KQ1 2026OLDER
Private Capital Advisors, Inc.$872M AUM0.09%$745,37334.1KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.08%$304,69313.9KQ1 2026OLDER
DIADEMA PARTNERS LP$588M AUM0.08%$483,30022.5KQ4 2025OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.08%$105M4.79MQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.08%$183,1818.5KQ4 2025OLDER
Anfield Capital Management, LLC$363M AUM0.08%$298,46013.6KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.07%$301,00014.0KQ4 2025OLDER
Baldwin Investment Management, LLC$856M AUM0.07%$570,09525.4KQ1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.07%$19M849.5KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.06%$2M92.9KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.06%$884,87341.8KQ2 2026
Candriam S.C.A.$20.1B AUM0.06%$12M539.9KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.06%$2M69.9KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$1M57.2KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.05%$281,31412.9KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.04%$4M169.3KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.04%$614,77552.5KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.04%$1M59.9KQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.04%$1M61.5KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.04%$216,9079.9KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.04%$2M128.9KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.04%$24M2.07MQ3 2025OLDER
Maven Securities LTD$5.2B AUM0.04%$2M75.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$32M1.48MQ1 2026OLDER
SCHARF INVESTMENTS, LLC$3.2B AUM0.03%$970,78744.4KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.03%$24M1.10MQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M166.8KQ1 2026OLDER
Quarry LP$558M AUM0.03%$117,10010.0KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M60.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$393,94418.0KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.02%$51,8982.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M115.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$371M16.97MQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$103M4.73MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$672,81831.3KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.02%$6M293.8KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$30M1.38MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$965,86744.2KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$3M156.2KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$207,5029.5KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$2M103.6KQ4 2025OLDER
E Fund Management Co., Ltd.$3.4B AUM0.01%$429,48319.6KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$6M275.9KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$15M694.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$446,21420.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M111.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M62.4KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M52.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M230.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$18M808.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$397,35918.5KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$62,5252.86MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$5M251.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$515,62923.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$678,80131.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$348,78315.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M55.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M72.9KQ4 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$436,39420.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$2M180.1KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$182,7248.4KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$758,24435.3KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$605,58027.7KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$2M101.4KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$249,95524.4KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M188.2KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$683,86458.4KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$465,35021.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$118M5.40MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$16M716.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$5M206.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M48.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$8M362.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M97.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$56M2.56MQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$54M2.78MQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$18,900880Q4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$563,37125.8KQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.00%$170,9807.8KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$1M49.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$179M8.17MQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$18,568849Q1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$123,10810.5KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$19M851.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$24M1.10MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$700,97732.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$20M899.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M83.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M111.4KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$459,74639.3KQ3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$2M89.4KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M49.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$97M4.43MQ1 2026OLDER
BIT Capital GmbH$2.1B AUM0.00%$69,4055.9KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M68.9KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$418,30819.1KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M185.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M120.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$37M1.71MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$972,95344.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$130M6.04MQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$7M305.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$446,14820.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M67.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M59.0KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$20,776950Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$511,91123.4KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$205,2509.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9M432.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$950,84343.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$35,5991.7KQ2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$17M781.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M130.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$22M1.01MQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$1,99091Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M163.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M59.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M276.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$264,97812.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M52.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$645,16529.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M359.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$494,01923.0KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M187.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$181,1058.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$220,88710.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M47.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M129.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M96.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$344,23415.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M89.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M175.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M50.2KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$320,52714.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$323,65314.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$344,67115.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$44,8782.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M81.6KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$4,296200Q4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$377,43217.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$558,07925.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$221,76210.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$244,06117.7KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$319,71814.6KQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$63529Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$269,26312.3KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$168,3997.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$23620.1KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,31260Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$502,65323.4KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$262,06812.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$14,500663Q1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$794118Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,20356Q2 2026
CITIGROUP INC$234.5B AUM0.00%$567,63626.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$64,4403.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M85.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$4,759212Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,374200Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M66.6KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$205,6449.4KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$99,1804.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$787,80136.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$176,4028.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$409,58218.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$913,16041.8KQ2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$730,63333.4KQ1 2026OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$48520Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$265,69912.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$3,513182Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,64175Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$521,68623.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$2,865131Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$39418Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$26,0481.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$56926Q1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.00%$1,37863Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$4,461204Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,85985Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$37,1121.7KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$50323Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$7,808357Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$4,118352Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$25,8851.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$40819Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$35016Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$14,326655Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$37,0001.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1316Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$11,504526Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3,982182Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$221Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1075Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1316Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$28513Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$68732Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$874Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$221Q1 2026OLDER

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