SEC 13F Intelligence

INNSUMMIT HOTEL PPTYS

CUSIP 866082100 · Yahoo Finance ↗ · Google Finance ↗

Summit Hotel Pptys (INN) has 185 institutional holders in Filings Flow’s 13F database, together reporting 100.32M shares worth $443M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Ubs Group AG, and Long Pond Capital, LP.

Institutional Holders
185
Q1 2026
Reported Value
$443M
Ticker
INN
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 193Q1 ’19Q2 ’19: 191Q3 ’19: 214Q4 ’19: 220Q1 ’20: 179Q1 ’20Q2 ’20: 191Q3 ’20: 187Q4 ’20: 196Q1 ’21: 200Q1 ’21Q2 ’21: 200Q3 ’21: 194Q4 ’21: 191Q1 ’22: 200Q1 ’22Q2 ’22: 202Q3 ’22: 190Q4 ’22: 195Q1 ’23: 198Q1 ’23Q2 ’23: 190Q3 ’23: 190Q4 ’23: 176Q1 ’24: 168Q1 ’24Q2 ’24: 186Q3 ’24: 198Q4 ’24: 194Q1 ’25: 206Q1 ’25Q2 ’25: 206Q3 ’25: 198Q4 ’25: 200Q1 ’26: 185Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $588MQ1 ’19Q2 ’19: $677MQ3 ’19: $621MQ4 ’19: $725MQ1 ’20: $228MQ1 ’20Q2 ’20: $286MQ3 ’20: $248MQ4 ’20: $457MQ1 ’21: $542MQ1 ’21Q2 ’21: $501MQ3 ’21: $527MQ4 ’21: $542MQ1 ’22: $528MQ1 ’22Q2 ’22: $381MQ3 ’22: $357MQ4 ’22: $383MQ1 ’23: $382MQ1 ’23Q2 ’23: $334MQ3 ’23: $285MQ4 ’23: $454MQ1 ’24: $437MQ1 ’24Q2 ’24: $391MQ3 ’24: $371MQ4 ’24: $395MQ1 ’25: $411MQ1 ’25Q2 ’25: $546MQ3 ’25: $567MQ4 ’25: $500MQ1 ’26: $443MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
VANGUARD GROUP INC$6.90T AUM0.00%$64M13.18MQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$57M12.87MQ1 2026
Long Pond Capital, LP$1.0B AUM3.97%$42M9.40MQ1 2026
H/2 CREDIT MANAGER LP$500M AUM8.07%$40M9.13MQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$40M9.03MQ1 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$31M7.08MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$29M6.60MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$21M4.66MQ1 2026
STATE STREET CORP$2.90T AUM0.00%$13M2.87MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$13M2.84MQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$11M2.49MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$10M2.30MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M2.08MQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$9M1.95MQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$6M1.36MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M1.31MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$6M1.31MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M1.24MQ1 2026
GRACE & WHITE INC /NY$566M AUM0.96%$5M1.24MQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$5M1.13MQ1 2026
HRT FINANCIAL LP$40.1B AUM0.01%$5M1.09MQ1 2026
CastleKnight Management LP$6.0B AUM0.07%$4M980.7KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$4M888.4KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M865.6KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M773.6KQ1 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.08%$3M759.7KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M697.7KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$3M619.9KQ1 2026
Alyeska Investment Group, L.P.$35.4B AUM0.01%$3M598.8KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$3M589.0KQ1 2026
Fisher Asset Management, LLC$294.9B AUM0.00%$3M584.7KQ1 2026
GLOBEFLEX CAPITAL L P$661M AUM0.33%$2M487.6KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M485.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M464.0KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M431.1KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M423.5KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M366.9KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M358.3KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$1M325.0KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$1M318.0KQ1 2026
Penserra Capital Management LLC$8.5B AUM0.02%$1M255.8KQ3 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.03%$1M270.3KQ2 2025OLDER
Penn Capital Management Company, LLC$1.3B AUM0.11%$1M311.2KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$1M282.3KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M268.5KQ1 2026
LSV ASSET MANAGEMENT$46.4B AUM0.00%$1M258.3KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M258.3KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M245.8KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$1M244.1KQ1 2026
Swiss National Bank$173.8B AUM0.00%$1M217.5KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$997,945204.9KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$995,277225.2KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$984,692222.8KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$903,811204.5KQ1 2026
Engine Capital Management, LP$828M AUM0.11%$884,000200.0KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$879,067198.9KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$733,720166.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$720,625165.3KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$712,645161.2KQ1 2026
Versor Investments LP$41M AUM0.11%$702,741144.3KQ4 2025OLDER
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$701,000143.9KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$697,537127.1KQ3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$676,233153.0KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$662,189149.8KQ1 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.00%$660,000135.4KQ4 2025OLDER
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$585,000132.7KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$575,236113.0KQ2 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$559,000126.4KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$553,472125.2KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$513,887116.3KQ1 2026
Weiss Asset Management LP$5.9B AUM0.01%$510,395115.5KQ1 2026
XTX Topco Ltd$5.8B AUM0.01%$505,675114.4KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$504,000114.3KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$494,054111.8KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$493,466111.6KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$492,711111.5KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$489,449110.7KQ1 2026
Vestcor Inc$3.6B AUM0.01%$450,00088.3KQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$449,461101.7KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$421,86482.9KQ2 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$414,41885.1KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$399,61382.1KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$396,92089.8KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.03%$395,00081.1KQ4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$371,97484.2KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$340,79577.1KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$334,82275.8KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$307,69869.6KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.00%$307,27363.1KQ4 2025OLDER
Pensionfund PDN$194M AUM0.18%$305,00069.0KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$304,90069.0KQ1 2026
Worth Venture Partners, LLC$32M AUM0.91%$287,30065.0KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$269,41661.0KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$268,38260.7KQ1 2026
State of Alaska, Department of Revenue$9.2B AUM0.00%$253,00057.5KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$242,94455.0KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$241,71254.7KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.00%$238,76454.0KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.00%$236,19548.5KQ4 2025OLDER
TWO SIGMA ADVISERS, LP$0 AUM0.00%$229,37747.1KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$226,51946.6KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$224,09050.7KQ1 2026
PharVision Advisers, LLC$10M AUM0.12%$219,57340.0KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.00%$215,40048.7KQ1 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$210,04348.1KQ1 2026
EntryPoint Capital, LLC$341M AUM0.06%$200,21745.3KQ1 2026
NJ State Employees Deferred Compensation Plan$0 AUM0.02%$192,69935.1KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$192,59743.6KQ1 2026
Virtus Investment Advisers, LLC$363M AUM0.05%$190,88243.2KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$184,17741.7KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$181,89941.2KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$181,21641.0KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$177,72940.2KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$177,22940.1KQ1 2026
State of Wyoming$844M AUM0.02%$174,98434.4KQ2 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.03%$171,47838.8KQ1 2026
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$170,16933.4KQ2 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$164,95733.9KQ4 2025OLDER
Odyssean, LLC$274M AUM0.06%$159,81036.2KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$156,02635.3KQ1 2026
DekaBank Deutsche Girozentrale$60.6B AUM0.00%$152,00022.4KQ4 2025OLDER
AMALGAMATED BANK$13.1B AUM0.00%$152,00031.1KQ4 2025OLDER
Samalin Investment Counsel, LLC$282M AUM0.05%$150,22434.0KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$149,69027.3KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$148,08230.4KQ4 2025OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.00%$144,26129.6KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$141,36932.0KQ1 2026
MQS Management LLC$148M AUM0.08%$140,54027.6KQ2 2025OLDER
Allegheny Financial Group$742M AUM0.02%$139,33631.5KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$133,67030.2KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$131,59129.9KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$131,34929.7KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$131,00029.7KQ1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.00%$130,00026.6KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$129,78828.4KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$127,68226.2KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$126,02323.0KQ3 2025OLDER
Metis Global Partners, LLC$4.1B AUM0.00%$122,67327.8KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$119,29923.4KQ2 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$118,20524.3KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$118,18626.7KQ1 2026
CWC Advisors, LLC.$210M AUM0.06%$118,01926.7KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$114,53125.9KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$113,47123.3KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$111,52322.9KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$108,02124.4KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$104,60823.7KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.00%$102,21223.1KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$101,25322.9KQ1 2026
Inscription Capital, LLC$951M AUM0.01%$99,84822.6KQ1 2026
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$98,21722.2KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$97,09319.9KQ4 2025OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.02%$95,22819.6KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$90,03520.4KQ1 2026
Cherry Creek Investment Advisors, Inc.$230M AUM0.04%$88,82920.1KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$88,00619.9KQ1 2026
Creative Planning$147.4B AUM0.00%$85,20419.3KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$84,59216.4KQ2 2025OLDER
STRS OHIO$25.2B AUM0.00%$83,09618.8KQ1 2026
Pensionfund Sabic$94M AUM0.10%$83,00018.7KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$80,85118.3KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$80,56114.7KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$80,44418.4KQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$79,57318.0KQ1 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$76,56317.3KQ1 2026
Alpine Global Management, LLC$668M AUM0.02%$75,95814.9KQ2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$75,16217.0KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.00%$74,13115.2KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$73,67815.1KQ4 2025OLDER
Laurion Capital Management LP$2.3B AUM0.00%$73,28416.6KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$69,63315.8KQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.01%$69,00012.6KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$68,87313.5KQ2 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$68,51015.5KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$68,22715.4KQ1 2026
Elgethun Capital Management$605M AUM0.01%$67,92112.5KQ3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$67,14915.2KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$66,58213.7KQ4 2025OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.00%$65,58414.8KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$65,09213.4KQ4 2025OLDER
Bayesian Capital Management, LP$82M AUM0.01%$64,95312.8KQ2 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$64,26611.7KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$64,01914.5KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.00%$63,18313.0KQ4 2025OLDER
Amundi$367.1B AUM0.00%$61,97112.7KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$60,12713.6KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$59,57710.9KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$58,94712.1KQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$58,22011.4KQ2 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$57,12912.9KQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$57,09610.4KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$54,93212.4KQ1 2026
Mariner, LLC$85.7B AUM0.00%$54,14211.1KQ4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$52,39610.8KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$51,76810.6KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$50,75811.5KQ1 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$49,06211.1KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$46,06110.4KQ1 2026
Brooklyn Investment Group$3.2B AUM0.00%$45,22610.2KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$43,4798.9KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$42,5519.6KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$40,6429.2KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$38,2028.6KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$37,2878.4KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$35,0337.9KQ1 2026
Quarry LP$558M AUM0.01%$34,5546.3KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$33,6497.6KQ1 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.01%$32,9406.0KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$32,2157.6KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$29,3536.6KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$26,1535.9KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$26,0975.4KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$25,4685.8KQ1 2026
LOOMIS SAYLES & CO L P$74.3B AUM0.00%$24,9474.5KQ3 2025OLDER
First PREMIER Bank$433M AUM0.01%$23,0005.1KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$22,4564.6KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$15,6873.5KQ1 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$15,4913.2KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$14,5023.3KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$13,1013.0KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$12,6282.9KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$9,3262.1KQ1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$9,0001.9KQ1 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$8,7811.8KQ4 2025OLDER
Covestor Ltd$144M AUM0.00%$7,0001.7KQ1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$6,8871.3KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6,4431.5KQ1 2026
Optiver Holding B.V.$289.5B AUM0.00%$5,7461.3KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,6481.3KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$5,4721.2KQ1 2026
Ares Financial Consulting, LLC$139M AUM0.00%$5,0281.2KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$4,9911.1KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$4,398995Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$3,832867Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,788690Q3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$3,639715Q2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,833641Q1 2026
Allworth Financial LP$24.7B AUM0.00%$2,611591Q1 2026
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$2,449554Q1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$2,070377Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2,000539Q1 2026
MAI Capital Management$17.7B AUM0.00%$1,894372Q2 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,874424Q1 2026
Essential Partners LLC$250M AUM0.00%$1,634321Q1 2026
True Wealth Design, LLC$360M AUM0.00%$1,265286Q1 2026
Clearstead Trust, LLC$613M AUM0.00%$1,142208Q3 2025OLDER
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$1,000155Q1 2026
Cedar Mountain Advisors, LLC$581M AUM0.00%$983179Q3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$906178Q2 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$893202Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$765173Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$712161Q1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$626114Q3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$45393Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$451102Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$40674Q3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$39581Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$34671Q4 2025OLDER
Provenance Wealth Advisors, LLC$945M AUM0.00%$34077Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$31665Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$29267Q1 2026
Silicon Valley Capital Partners$1.0B AUM0.00%$25257Q1 2026
SHP Wealth Management$1.3B AUM0.00%$24255Q1 2026
Quent Capital, LLC$1.4B AUM0.00%$19945Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$13127Q4 2025OLDER
Ankerstar Wealth, LLC$95M AUM0.00%$12225Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$12225Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$12225Q4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$11527Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$9720Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$8018Q1 2026
Elequin Capital, LP$1.2B AUM0.00%$6613Q2 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$4911Q1 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$449Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$173Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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