SEC 13F Intelligence

INFYINFOSYS LTD

CUSIP 456788108 · Yahoo Finance ↗ · Google Finance ↗

Infosys Ltd (INFY) has 447 institutional holders in Filings Flow’s 13F database, together reporting 1.22M shares worth $14M as of Q2 2026. The largest reported holders are Morgan Stanley, Robeco Institutional Asset Management B.V., and Gqg Partners LLC.

Institutional Holders
447
Q2 2026
Reported Value
$6.1B
Ticker
INFY
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 343Q4 ’18Q1 ’19: 350Q2 ’19: 353Q2 ’19Q3 ’19: 348Q2 ’21: 398Q2 ’21Q4 ’21: 453Q4 ’22: 411Q4 ’22Q4 ’25: 441Q1 ’26: 447Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $26.9BQ4 ’18Q1 ’19: $29.5BQ2 ’19: $81.3BQ2 ’19Q3 ’19: $86.5BQ2 ’21: $1.08TQ2 ’21Q4 ’21: $77.7BQ4 ’22: $4.4BQ4 ’22Q4 ’25: $8.5BQ1 ’26: $6.1BQ1 ’26Q2 ’26: $14Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Trinity Street Asset Management LLP$1.5B AUM13.84%$202M14.94MQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM8.79%$60M4.45MQ1 2026OLDER
XY Capital Ltd$101M AUM4.28%$4M319.7KQ1 2026OLDER
Haven Global Partners, LLC$106M AUM3.90%$4M306.8KQ1 2026OLDER
Ashoka WhiteOak Capital Pte Ltd$264M AUM3.15%$8M623.7KQ1 2026OLDER
Eurizon SLJ Capital Ltd$210M AUM3.09%$7M491.0KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM2.71%$15M935.8KQ3 2025OLDER
Aikya Investment Management Ltd$345M AUM2.34%$8M596.3KQ1 2026OLDER
Birch Capital Management, LLC$191M AUM1.86%$4M262.7KQ1 2026OLDER
NICOLA WEALTH MANAGEMENT LTD.$833M AUM1.85%$15M1.14MQ1 2026OLDER
Palestra Capital Management LLC$2.6B AUM1.71%$48M2.71MQ4 2025OLDER
New Vernon Capital Holdings II LLC$136M AUM1.66%$2M166.7KQ1 2026OLDER
Mirabaud Asset Management Ltd$121M AUM1.63%$4M160.6KQ4 2025OLDER
Hudson Portfolio Management LLC$119M AUM1.56%$2M137.0KQ1 2026OLDER
AIMZ Investment Advisors, LLC$324M AUM1.23%$4M293.8KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM1.05%$3M180.0KQ4 2025OLDER
Mondrian Investment Partners LTD$6.7B AUM0.97%$65M4.81MQ1 2026OLDER
GQG Partners LLC$63.1B AUM0.85%$519M29.13MQ4 2025OLDER
Ovata Capital Management Ltd$715M AUM0.75%$4M218.1KQ4 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.74%$521M38.57MQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.71%$2M173.3KQ2 2026
Avantyr Capital Partners, LP$2.1B AUM0.71%$12M662.4KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.60%$362M26.78MQ1 2026OLDER
NS Partners Ltd$2.2B AUM0.54%$14M769.9KQ4 2025OLDER
Trivant Custom Portfolio Group, LLC$182M AUM0.51%$892,08750.1KQ4 2025OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.51%$892,08750.1KQ4 2025OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.43%$6M434.1KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.43%$1M87.6KQ1 2026OLDER
MAPLELANE CAPITAL, LLC$2.8B AUM0.39%$11M319.9KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.37%$23M1.73MQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.36%$2M94.9KQ4 2025OLDER
GAM Holding AG$1.6B AUM0.36%$6M314.7KQ4 2025OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.35%$2M122.8KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.31%$26M1.90MQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.31%$883,52765.4KQ1 2026OLDER
Skerryvore Asset Management Ltd$120M AUM0.31%$366,49226.3KQ1 2026OLDER
Van Diest Capital, LLC$127M AUM0.29%$370,45827.4KQ1 2026OLDER
Arta Finance Wealth Management LLC$202M AUM0.28%$564,15141.8KQ1 2026OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.28%$20M1.09MQ4 2025OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.27%$2M140.0KQ4 2025OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.27%$5M383.8KQ1 2026OLDER
Davis Capital Management$148M AUM0.27%$398,38329.5KQ1 2026OLDER
Haven Private, LLC$230M AUM0.27%$617,44745.7KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.27%$2M116.7KQ1 2026OLDER
Fairtree Asset Management (Pty) Ltd$218M AUM0.27%$579,80942.9KQ1 2026OLDER
Value Partners Investments Inc.$1.3B AUM0.27%$3M199.8KQ3 2025OLDER
CogentBlue Wealth Advisors, LLC$149M AUM0.26%$377,69521.2KQ4 2025OLDER
PCM Encore, LLC$486M AUM0.24%$1M88.1KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.24%$16M1.17MQ1 2026OLDER
Wahed Invest LLC$770M AUM0.23%$2M131.6KQ1 2026OLDER
Munich Reinsurance Co Stock Corp in Munich$4.1B AUM0.23%$9M525.9KQ4 2025OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.22%$26M1.95MQ1 2026OLDER
Bard Financial Services, Inc.$911M AUM0.22%$2M124.3KQ3 2025OLDER
Boston Common Asset Management, LLC$1.7B AUM0.22%$4M206.3KQ1 2026OLDER
R Squared Ltd$182M AUM0.22%$402,69329.8KQ1 2026OLDER
LeConte Wealth Management, LLC$155M AUM0.21%$329,90124.4KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.21%$810,97849.8KQ3 2025OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.21%$4M316.6KQ1 2026OLDER
COATUE MANAGEMENT LLC$29.1B AUM0.20%$82M4.57MQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.20%$13M995.8KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.20%$3M167.4KQ4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.19%$67M5.30MQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.19%$14M1.05MQ1 2026OLDER
TI-TRUST, INC$168M AUM0.18%$307,39322.8KQ1 2026OLDER
Corient IA LLC$106M AUM0.18%$244,05015.0KQ3 2025OLDER
Advisory Resource Group$581M AUM0.18%$1M58.0KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.18%$11M792.6KQ1 2026OLDER
Scientech Research LLC$120M AUM0.18%$216,91716.1KQ1 2026OLDER
Park Capital Management, LLC / WI$103M AUM0.18%$184,87113.7KQ1 2026OLDER
Rayburn West Financial Services LLC$170M AUM0.18%$300,70622.3KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.18%$13M997.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.17%$76M5.59MQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.17%$1M78.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.17%$966,55259.4KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.17%$238M17.59MQ1 2026OLDER
Ruffer LLP$2.4B AUM0.17%$4M305.0KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.16%$640,61747.4KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.16%$5M388.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.15%$40M2.95MQ1 2026OLDER
Tudor Financial Inc.$196M AUM0.15%$300,86822.3KQ1 2026OLDER
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM0.15%$1M71.5KQ4 2025OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.15%$2M133.6KQ4 2025OLDER
Sustainable Growth Advisers, LP$10.6B AUM0.15%$16M1.16MQ1 2026OLDER
Range Financial Group LLC$298M AUM0.15%$437,15732.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.15%$994,55361.1KQ3 2025OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.14%$790,33558.5KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.14%$8M423.9KQ4 2025OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.14%$3M208.1KQ3 2025OLDER
Marshall Financial Group, LLC$625M AUM0.14%$851,10163.0KQ1 2026OLDER
BHK Investment Advisors, LLC$299M AUM0.14%$363,51522.3KQ3 2025OLDER
Atika Capital Management LLC$796M AUM0.13%$2M1.0KQ3 2025OLDER
Seed Wealth Management, Inc.$145M AUM0.13%$188,46513.9KQ1 2026OLDER
Oldfield Partners LLP$393M AUM0.13%$508,42237.6KQ1 2026OLDER
Naviter Wealth, LLC$801M AUM0.12%$978,26572.4KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.12%$897,25366.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.12%$411,13630.4KQ1 2026OLDER
Baldwin Investment Management, LLC$856M AUM0.12%$1M74.8KQ1 2026OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.12%$4M595.5KQ4 2025OLDER
Ariadne Wealth Management, LP$223M AUM0.12%$257,01419.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.11%$30M2.23MQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.11%$234,93917.4KQ1 2026OLDER
Sava Infond d.o.o.$705M AUM0.11%$743,05055.0KQ1 2026OLDER
NOVEM GROUP$873M AUM0.10%$913,60267.6KQ1 2026OLDER
Redwood Financial Network Corp$153M AUM0.10%$165,15810.2KQ3 2025OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.10%$172,64712.8KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.10%$1M75.1KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.10%$332,73820.5KQ3 2025OLDER
TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM0.10%$2M84.8KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.09%$25M1.84MQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.09%$3M242.9KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.09%$752,19655.7KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.08%$4M284.0KQ1 2026OLDER
Sustainable Insight Capital Management, LLC$298M AUM0.08%$246,54013.8KQ4 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.08%$2M134.8KQ4 2025OLDER
May Hill Capital, LLC$371M AUM0.08%$300,14216.8KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.08%$7M537.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.08%$2M135.8KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.07%$361,04920.3KQ4 2025OLDER
First Affirmative Financial Network$258M AUM0.07%$186,48913.8KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.07%$2M146.1KQ3 2025OLDER
Frec Markets, Inc.$587M AUM0.07%$237,29513.3KQ4 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.07%$2M133.4KQ1 2026OLDER
Moloney Securities Asset Management, LLC$840M AUM0.07%$555,27934.1KQ3 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.07%$7M523.7KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.07%$106,9206.0KQ4 2025OLDER
Canopy Partners, LLC$291M AUM0.06%$180,07513.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.06%$186M13.76MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.06%$4M323.5KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.06%$249,62118.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.06%$2M117.9KQ1 2026OLDER
Aspen Grove Capital, LLC$514M AUM0.06%$326,35518.3KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.06%$611,96245.3KQ1 2026OLDER
FIL Ltd$128.7B AUM0.05%$71M5.22MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.05%$908M50.93MQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.05%$1,46790.2KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$344,24719.3KQ4 2025OLDER
Somerset Trust Co$354M AUM0.05%$175,06816.7KQ2 2026
Situational Awareness LP$13.7B AUM0.05%$7M500.0KQ1 2026OLDER
Situational Awareness Partners LP$13.7B AUM0.05%$7M500.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$11M787.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.05%$50M3.07MQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$88M6.49MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.05%$103M7.65MQ1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.05%$259,53014.6KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.05%$7M487.1KQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.05%$1M70.0KQ4 2025OLDER
Kathmere Capital Management, LLC$1.6B AUM0.05%$738,72754.7KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.05%$369,89627.4KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.04%$3M211.6KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.04%$389,95328.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$86M6.33MQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.04%$295,97721.9KQ1 2026OLDER
Able Wealth Management LLC$374M AUM0.04%$162,60612.0KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.04%$429,62031.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.04%$281M20.82MQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.04%$50M3.78MQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.04%$2M115.7KQ1 2026OLDER
SATURNA CAPITAL CORP$7.1B AUM0.04%$3M210.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.04%$15M898.2KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$1M92.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$92M6.81MQ1 2026OLDER
Krane Funds Advisors LLC$2.4B AUM0.04%$929,73667.6KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.04%$667,38049.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$41M3.04MQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.04%$142,55810.6KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.04%$3M220.1KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.04%$242,45314.3KQ2 2026
Strategic Global Advisors, LLC$625M AUM0.04%$221,96916.4KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.03%$456,15233.8KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$33M2.46MQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.03%$4M326.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M192.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.03%$66M4.76MQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.03%$3M376.9KQ2 2026
Wealthstream Advisors, Inc.$661M AUM0.03%$212,40513.1KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.03%$19M1.44MQ1 2026OLDER
Human Investing LLC$687M AUM0.03%$218,75716.2KQ1 2026OLDER
LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM0.03%$186,96710.5KQ4 2025OLDER
Centurion Wealth Management LLC$418M AUM0.03%$131,12512.5KQ2 2026
Bank Pictet & Cie (Europe) AG$4.7B AUM0.03%$1M108.0KQ1 2026OLDER
GUARDCAP ASSET MANAGEMENT Ltd$1.7B AUM0.03%$540,40040.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.03%$142,7568.0KQ2 2026
HSBC HOLDINGS PLC$191.6B AUM0.03%$58M4.28MQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.03%$456,67933.8KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.03%$1M81.5KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.03%$419,793159.6KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$3M162.6KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M125.5KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.03%$1M74.0KQ3 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.03%$1M93.9KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.03%$663,51749.1KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.03%$2M151.8KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.03%$32,4242.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$8M605.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.03%$171M12.64MQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.03%$25M1.85MQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$281,13020.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$23M1.69MQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.02%$1M77.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$13M979.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$372M28.06MQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.02%$1M78.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$105M7.79MQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.02%$2M115.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.02%$8M621.7KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M160.8KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.02%$4M238.2KQ3 2025OLDER
Modera Wealth Management, LLC$8.3B AUM0.02%$2M130.7KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.02%$2M124.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M167.5KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$3M160.0KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.02%$2M169.6KQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.02%$325,92927.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$15M1.08MQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.02%$90,3416.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.02%$175,63013.0KQ1 2026OLDER
Reflection Asset Management$141M AUM0.02%$25,8881.4KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M80.3KQ1 2026OLDER
Activest Wealth Management$569M AUM0.02%$88,0705.4KQ3 2025OLDER
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM0.02%$996,19661.2KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$150M11.07MQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.02%$543,20030.5KQ4 2025OLDER
Freemont Capital Pte Ltd$4.9B AUM0.02%$780,96048.0KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$15M855.0KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$69M5.14MQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.02%$17M1.31MQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$665,78549.3KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$133,6149.9KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.02%$361,69026.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$3M233.5KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.02%$2M164.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$4M276.5KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.01%$190,01814.1KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.01%$20,2651.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$12M913.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M100.0KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$8M598.6KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$289,05521.4KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.01%$2M170.0KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$11M821.2KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$559,91634.4KQ3 2025OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.01%$541,40730.4KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$11M680.3KQ3 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.01%$452,58533.5KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.01%$14,643900Q3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$415,42630.8KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$886,25665.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$820,92260.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$96M7.10MQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M100.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$29M2.12MQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$29,4392.2KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$323,41518.1KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$113,7818.4KQ1 2026OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM0.01%$323,61118.2KQ4 2025OLDER
CWM, LLC$38.1B AUM0.01%$4M323.4KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.01%$194,34511.9KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$225,03112.6KQ4 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$2M127.9KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.01%$39,2322.2KQ4 2025OLDER
LBP AM SA$7.3B AUM0.01%$784,93158.1KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$178,78810.0KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.01%$3M185.7KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.01%$306,83418.7KQ3 2025OLDER
Marex Group Ltd$15.8B AUM0.01%$2M120.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$553,03434.0KQ3 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$97,0427.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$392,76329.1KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M96.6KQ1 2026OLDER
Sageworth Trust Co$2.3B AUM0.01%$213,98313.2KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M62.7KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M148.2KQ3 2025OLDER
StoneX Group Inc.$1.9B AUM0.01%$178,38413.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M290.5KQ4 2025OLDER
Greenspring Advisors, LLC$1.6B AUM0.01%$156,54011.6KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.01%$141,93610.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$825,94761.1KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$10M766.5KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$265,73214.9KQ4 2025OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$163,53910.1KQ3 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$535,44639.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$485,77136.0KQ2 2026
BNP PARIBAS$3.1B AUM0.01%$304,78717.1KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$699,64939.3KQ4 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$407,21830.1KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.01%$154,43311.4KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$264,06619.5KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$3M231.7KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$14,2401.1KQ1 2026OLDER
NWAM LLC$1.7B AUM0.01%$141,45010.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$24M1.72MQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$2M147.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M136.9KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.01%$295,08521.8KQ1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.01%$880,56865.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$11M827.1KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.01%$3M250.0KQ1 2026OLDER
EFG International AG$4.7B AUM0.01%$345,41025.6KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$238,96517.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$206M15.26MQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.01%$2M127.8KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.01%$170,22612.6KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$23,4941.4KQ3 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$561,01741.5KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$315,99923.4KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.01%$32,9792.0KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$92M6.79MQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M137.7KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$304,61022.5KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$4M250.0KQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$2M184.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M102.0KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.01%$54,9113.4KQ3 2025OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.01%$378,28028.0KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$172,55012.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$27M2.03MQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M82.3KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.01%$2M125.0KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M116.4KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$20,5291.2KQ4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$345,34425.6KQ1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.01%$6,899511Q1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.01%$338,31725.0KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$455,01625.5KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M475.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$22M1.65MQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$1M110.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$3M235.5KQ1 2026OLDER
ABN AMRO Bank N.V.$9.3B AUM0.01%$488,57136.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$40M2.95MQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M79.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M309.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M267.0KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$290,32621.8KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$14,9961.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$402,63929.8KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$5M386.8KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$2M132.7KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$404,85530.0KQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.00%$170,22612.6KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$12,5881.2KQ2 2026
Snowden Capital Advisors LLC$3.8B AUM0.00%$171,84712.7KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$28,9632.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$39M2.90MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M148.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M80.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$7M528.3KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$59,8665.7KQ2 2026
NewEdge Wealth, LLC$8.4B AUM0.00%$349,76025.9KQ1 2026OLDER
Quotient Wealth Partners, LLC$3.8B AUM0.00%$157,97211.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$398,50029.5KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$34,4772.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M85.6KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$225,73616.7KQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.00%$13,5101.0KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$705,39852.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$515,98738.2KQ1 2026OLDER
Amundi$367.1B AUM0.00%$14M1.01MQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$23,0761.7KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$311,74323.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M150.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$473,18935.0KQ1 2026OLDER
LGT Group Foundation$8.2B AUM0.00%$286,00721.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M183.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M232.1KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$275,45116.9KQ3 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$142,92210.6KQ1 2026OLDER
Foster Group, Inc.$3.8B AUM0.00%$126,57212.1KQ2 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$10M582.1KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$180,08813.3KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.00%$436,79232.3KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$3,567264Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M161.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$491,58836.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M172.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$247,38313.7KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.00%$138,30210.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$392,45529.0KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$10,187754Q1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$268,11316.5KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$658,23948.7KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M144.1KQ1 2026OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM0.00%$13,5511.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$346,83225.7KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$160,61311.9KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.00%$185,00017.6KQ2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$16M1.16MQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$12M875.2KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.00%$2M125.1KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$118,2187.3KQ3 2025OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.00%$156,03310.5KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$156,41911.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$150M11.11MQ1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$12,807948Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M132.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$265,89020.0KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$5,998444Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$66,3286.3KQ2 2026
AVIVA PLC$59.6B AUM0.00%$1M108.2KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$28,8982.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$22,4481.26MQ4 2025OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$3M192.7KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$242,50517.9KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$13,226979Q1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.00%$226,23916.7KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$188,91114.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$130,0447.3KQ4 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$283,71021.0KQ1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.00%$34,7532.1KQ3 2025OLDER
Capula Management Ltd$14.1B AUM0.00%$449,42025.2KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M133.0KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.00%$550,04033.8KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$41M3.03MQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$45,9343.4KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$300,01722.2KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$262,26919.4KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$373,97127.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$66,6744.9KQ1 2026OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM0.00%$189,33411.6KQ3 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$18,1711.3KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$766,16656.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M151.1KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$167,65912.4KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$370,15822.8KQ3 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$31,3991.8KQ4 2025OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.00%$814,52550.1KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$9M697.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$820,53060.7KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$6,282465Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$8M600.5KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$243,07218.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M94.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$8,038595Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$13,5101.0KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$19,8731.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$257,34514.4KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$185,80313.8KQ1 2026OLDER
Pineridge Advisors LLC$350M AUM0.00%$4,881300Q3 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$284,45321.1KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$191,43714.2KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$286,41717.6KQ3 2025OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$4,053300Q1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$843,15962.4KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$62,1464.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$8M604.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M514.1KQ2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M141.1KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M88.8KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.00%$257,76614.5KQ4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$9,552707Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$427,28031.6KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,783132Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$865,56453.2KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$45M3.34MQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$3,992224Q4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.00%$1M90.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M287.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M367.2KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$7,390547Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$196,31311.0KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$964,83071.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$243,85213.7KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2M128.0KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$330,25524.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M271.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$67M3.75MQ4 2025OLDER
Clean Yield Group$355M AUM0.00%$3,432254Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$12,551929Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M80.4KQ3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$538,91439.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$640,25547.4KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$165,43412.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$28,5472.1KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$714,48052.9KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$382,74628.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$578,30942.8KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$205,01415.2KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$6,701496Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$210,81015.6KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$90468Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$53,4244.0KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$53,6114.4KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$126,3199.3KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$16,2121.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$321,53823.4KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$17,8341.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$605,08744.8KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$68951Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$840,78162.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2,257167Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$518,24438.4KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$2,556189Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$408,86525.1KQ3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$41,3543.1KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$5,512408Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$6,248384Q3 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$335,39924.8KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$316,13423.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$31,6291.9KQ3 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$2,434183Q1 2026OLDER

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