SEC 13F Intelligence

JAZZJAZZ PHARMACEUTICALS PLC

CUSIP G50871105 · Yahoo Finance ↗ · Google Finance ↗

Jazz Pharmaceuticals PLC (JAZZ) has 567 institutional holders in Filings Flow’s 13F database, together reporting 64.94M shares worth $11.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
567
Q1 2026
Reported Value
$11.5B
Ticker
JAZZ
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 364Q4 ’18Q1 ’19: 375Q2 ’19: 370Q2 ’19Q3 ’19: 364Q2 ’21: 465Q2 ’21Q4 ’21: 415Q4 ’22: 451Q4 ’22Q4 ’25: 561Q1 ’26: 567Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $43.6BQ4 ’18Q1 ’19: $110.7BQ2 ’19: $75.7BQ2 ’19Q3 ’19: $71.8BQ2 ’21: $90.9BQ2 ’21Q4 ’21: $79.5BQ4 ’22: $3.6BQ4 ’22Q4 ’25: $9.9BQ1 ’26: $11.5BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
EcoR1 Capital, LLC$2.4B AUM13.69%$323M1.71MQ1 2026
Polaris Capital Management, LLC$1.2B AUM6.42%$79M415.4KQ1 2026
Iron Triangle Partners LP$875M AUM5.68%$50M292.2KQ4 2025OLDER
Saturn V Capital Management LP$552M AUM5.58%$31M163.0KQ1 2026
GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM5.32%$90M475.6KQ1 2026
SUPERSTRING CAPITAL MANAGEMENT LP$140M AUM5.31%$5M40.9KQ3 2025OLDER
GMT CAPITAL CORP$2.2B AUM5.01%$110M581.0KQ1 2026
Sofinnova Investments, Inc.$2.6B AUM4.30%$113M598.3KQ1 2026
Tri Locum Partners LP$713M AUM4.21%$30M158.7KQ1 2026
ACUTA CAPITAL PARTNERS, LLC$142M AUM3.35%$5M29.0KQ4 2025OLDER
Resolute Capital Asset Partners LLC$190M AUM3.29%$7M40.0KQ4 2025OLDER
Estuary Capital Management LP$598M AUM3.22%$18M106.4KQ4 2025OLDER
PFM Health Sciences, LP$1.1B AUM3.07%$34M178.1KQ1 2026
KVP Capital Advisors, LP$134M AUM2.88%$3M17.5KQ4 2025OLDER
Fairbanks Capital Management, Inc.$160M AUM2.72%$4M23.0KQ1 2026
Graphene Investments SAS$149M AUM2.20%$3M17.3KQ1 2026
Exome Asset Management LLC$193M AUM2.15%$5M26.5KQ4 2025OLDER
Logos Global Management LP$2.0B AUM2.05%$34M200.0KQ4 2025OLDER
Rhenman & Partners Asset Management AB$810M AUM1.77%$14M75.9KQ1 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM1.76%$77M407.1KQ1 2026
DIADEMA PARTNERS LP$588M AUM1.76%$10M54.8KQ1 2026
Vestal Point Capital, LP$3.6B AUM1.68%$49M290.0KQ4 2025OLDER
Dean Capital Management$241M AUM1.66%$4M21.2KQ1 2026
HARVEY CAPITAL MANAGEMENT INC$439M AUM1.52%$7M35.3KQ1 2026
Persistent Asset Partners Ltd$268M AUM1.12%$3M15.9KQ1 2026
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM1.12%$8M41.9KQ1 2026
Faithward Advisors, LLC$701M AUM1.10%$8M38.3KQ1 2026
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM1.07%$317M1.68MQ1 2026
STEMPOINT CAPITAL LP$1.0B AUM1.03%$5M39.1KQ3 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM1.01%$98M517.3KQ1 2026
TANG CAPITAL MANAGEMENT LLC$2.0B AUM0.96%$25M190.0KQ3 2025OLDER
Distillate Capital Partners LLC$1.9B AUM0.96%$19M109.8KQ4 2025OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.93%$9M50.0KQ4 2025OLDER
Tweedy, Browne Co LLC$1.3B AUM0.90%$11M60.2KQ1 2026
Poehling Capital Management, INC.$475M AUM0.90%$4M22.6KQ1 2026
Boston Trust Walden Corp$12.2B AUM0.76%$92M488.7KQ1 2026
AlphaCentric Advisors LLC$100M AUM0.67%$673,2073.6KQ1 2026
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.65%$4M21.8KQ1 2026
McGowan Group Asset Management, Inc.$785M AUM0.63%$5M47.2KQ2 2025OLDER
PERCEPTIVE ADVISORS LLC$5.1B AUM0.63%$32M170.0KQ1 2026
MidWestOne Financial Group, Inc.$900M AUM0.62%$6M32.9KQ4 2025OLDER
Hudson Portfolio Management LLC$119M AUM0.61%$728,0323.9KQ1 2026
Parrish Capital LLC$112M AUM0.58%$651,8443.4KQ1 2026
HighVista Strategies LLC$362M AUM0.57%$2M10.8KQ1 2026
BTC Capital Management, Inc.$1.5B AUM0.56%$8M43.7KQ1 2026
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.56%$30M160.0KQ1 2026
Oliver Luxxe Assets LLC$680M AUM0.54%$4M19.1KQ1 2026
Waterfront Wealth Inc.$545M AUM0.53%$3M15.4KQ1 2026
Odyssean, LLC$274M AUM0.53%$737,9704.3KQ4 2025OLDER
Range Financial Group LLC$298M AUM0.51%$2M8.0KQ1 2026
PSP Research LLC$188M AUM0.48%$553,8603.3KQ4 2025OLDER
Informed Momentum Co LLC$866M AUM0.48%$4M25.1KQ4 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.47%$3M15.3KQ1 2026
WESTBOURNE INVESTMENTS, INC.$210M AUM0.44%$916,7034.8KQ1 2026
DeepCurrents Investment Group LLC$3.1B AUM0.43%$14M71.6KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.43%$14M73.2KQ1 2026
Cinctive Capital Management LP$1.5B AUM0.43%$7M34.7KQ1 2026
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.41%$6M61.0KQ2 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.41%$2M10.0KQ4 2025OLDER
Perpetual Ltd$7.0B AUM0.41%$27M140.9KQ1 2026
RENAISSANCE GROUP LLC$2.4B AUM0.40%$10M51.2KQ1 2026
LECAP ASSET MANAGEMENT LTD$266M AUM0.40%$1M5.9KQ4 2025OLDER
Portman Square Capital LLP$2.6B AUM0.39%$10M53.0KQ1 2026
Kendall Capital Management$488M AUM0.36%$2M9.3KQ1 2026
Cardinal Capital Management$776M AUM0.36%$3M14.7KQ1 2026
Philip James Wealth Mangement, LLC$870M AUM0.34%$3M15.5KQ1 2026
Holocene Advisors, LP$41.5B AUM0.33%$139M733.9KQ1 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.31%$9M49.4KQ1 2026
SECTORAL ASSET MANAGEMENT INC$121M AUM0.31%$371,2941.8KQ1 2026
CASTLEARK MANAGEMENT LLC$3.0B AUM0.30%$9M48.7KQ1 2026
GLOBEFLEX CAPITAL L P$661M AUM0.30%$2M10.6KQ1 2026
Affinity Asset Advisors, LLC$1.9B AUM0.29%$3M25.0KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.27%$34M178.8KQ1 2026
Numerai GP LLC$997M AUM0.27%$3M14.0KQ1 2026
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.25%$1M13.4KQ2 2025OLDER
New England Research & Management, Inc.$257M AUM0.25%$5335.0KQ2 2025OLDER
Radnor Capital Management, LLC$676M AUM0.25%$2M9.0KQ1 2026
CenterBook Partners LP$1.9B AUM0.25%$5M30.1KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.24%$155M819.4KQ1 2026
OAK ASSOCIATES LTD /OH/$1.5B AUM0.24%$4M18.8KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.23%$33M175.6KQ1 2026
Ellis Investment Partners, LLC$576M AUM0.23%$1M6.9KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.22%$6M33.7KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.22%$9M46.7KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.22%$18M93.0KQ1 2026
Alyeska Investment Group, L.P.$35.4B AUM0.22%$78M411.0KQ1 2026
Atom Investors LP$1.4B AUM0.22%$3M16.1KQ1 2026
Michels Family Financial, LLC$139M AUM0.22%$299,2661.6KQ1 2026
Trek Financial, LLC$1.9B AUM0.21%$4M21.2KQ1 2026
Strategic Global Advisors, LLC$625M AUM0.21%$1M12.2KQ2 2025OLDER
AXS Investments LLC$290M AUM0.20%$575,2803.4KQ1 2026
Alan B Lancz & Associates, Inc.$103M AUM0.20%$203,2291.1KQ1 2026
Swedbank AB$95.1B AUM0.20%$188M992.1KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.19%$167M885.2KQ1 2026
Ikarian Capital, LLC$1.2B AUM0.19%$2M12.5KQ1 2026
Measured Wealth Private Client Group, LLC$366M AUM0.19%$699,6743.7KQ1 2026
Buck Wealth Strategies, LLC$810M AUM0.19%$2M8.1KQ1 2026
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.19%$2M12.5KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.19%$642,7703.4KQ1 2026
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.18%$3M21.1KQ2 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.17%$794,0104.2KQ1 2026
Shay Capital LLC$1.2B AUM0.17%$2M15.0KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.16%$839,0044.4KQ1 2026
China Universal Asset Management Co., Ltd.$1.3B AUM0.16%$2M10.9KQ1 2026
Martin Worley Group$204M AUM0.16%$318,3603.0KQ2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.15%$7M39.1KQ1 2026
Aviance Capital Partners, LLC$854M AUM0.15%$1M6.9KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.15%$69M365.5KQ1 2026
Simplify Asset Management Inc.$6.5B AUM0.15%$10M51.7KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.15%$12M61.9KQ1 2026
ABS Direct Equity Fund LLC$131M AUM0.14%$187,254900Q1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.14%$93M548.0KQ4 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.14%$1M5.8KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.14%$2M12.1KQ4 2025OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.14%$1M6.6KQ1 2026
AQR Arbitrage LLC$6.1B AUM0.14%$6M38.2KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.14%$489,0902.9KQ4 2025OLDER
Twin Lakes Capital Management, LLC$220M AUM0.13%$293,7841.6KQ1 2026
INNEALTA CAPITAL, LLC$161M AUM0.13%$235,6201.4KQ4 2025OLDER
NICOLET BANKSHARES INC$2.7B AUM0.13%$3M18.2KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.13%$1M7.1KQ4 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.13%$4M19.5KQ1 2026
JMAC ENTERPRISES LLC$522M AUM0.12%$652,2223.5KQ1 2026
AdvisorShares Investments LLC$549M AUM0.12%$748,0004.4KQ4 2025OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.12%$2M15.9KQ3 2025OLDER
BURNEY CO/$3.2B AUM0.12%$4M20.6KQ1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.12%$8M43.3KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.12%$115M610.3KQ1 2026
Everstar Asset Management, LLC$188M AUM0.12%$210,8801.6KQ3 2025OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.11%$2M8.9KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.11%$250M1.34MQ1 2026
Sava Infond d.o.o.$1.4B AUM0.11%$794,0104.2KQ1 2026
Neo Ivy Capital Management$379M AUM0.11%$699,5504.1KQ4 2025OLDER
Ruffer LLP$2.4B AUM0.11%$2M14.2KQ4 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.11%$959,2395.1KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.11%$1M6.5KQ1 2026
DLD Asset Management, LP$1.1B AUM0.11%$1M8.6KQ4 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.11%$680,5803.6KQ1 2026
Retirement Systems of Alabama$30.0B AUM0.11%$32M169.3KQ1 2026
BFSG, LLC$1.1B AUM0.11%$1M5.9KQ1 2026
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.10%$5M49.9KQ2 2025OLDER
Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM0.10%$198,5021.1KQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.10%$27M143.5KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.10%$243M1.29MQ1 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.10%$1M5.5KQ1 2026
XML Financial, LLC$1.2B AUM0.10%$1M6.5KQ1 2026
Traub Capital Management LLC$101M AUM0.10%$106,1201.0KQ2 2025OLDER
Triumph Capital Management$491M AUM0.10%$481,1322.5KQ1 2026
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.10%$3M21.4KQ3 2025OLDER
RHS Financial, LLC$211M AUM0.10%$203,4181.1KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.10%$616,1654.7KQ3 2025OLDER
Arcus Capital Partners, LLC$278M AUM0.09%$256,7301.4KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.09%$60M320.0KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.09%$370M1.96MQ1 2026
American Assets Investment Management, LLC$1.5B AUM0.09%$1M7.0KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.09%$69M364.4KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.09%$1M7.0KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.09%$101M535.1KQ1 2026
AXQ CAPITAL, LP$777M AUM0.09%$224,3241.7KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.09%$568,0953.0KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.08%$47M249.2KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.08%$12M62.1KQ1 2026
Beacon Bridge Wealth Partners, LLC$299M AUM0.08%$217,6021.7KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.08%$9M48.9KQ1 2026
Signature Equity Partners, LLC$186M AUM0.08%$141,977751Q1 2026
AFFINITY WEALTH MANAGEMENT LLC$661M AUM0.08%$496,6342.6KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.07%$358M1.90MQ1 2026
Rokos Capital Management LLP$13.2B AUM0.07%$10M52.0KQ1 2026
Bank of New Hampshire$437M AUM0.07%$317,2261.7KQ1 2026
Walleye Capital LLC$24.0B AUM0.07%$17M90.8KQ1 2026
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.07%$3M17.6KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.07%$304M1.61MQ1 2026
Capital World Investors$732.9B AUM0.07%$505M2.67MQ1 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.07%$2M12.3KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.07%$5M24.8KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.07%$2M11.2KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.06%$4M19.7KQ1 2026
Fielder Capital Group LLC$459M AUM0.06%$296,6191.6KQ1 2026
Rock Springs Capital Management LP$1.7B AUM0.06%$1M5.8KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.06%$6M34.4KQ1 2026
Quarry LP$558M AUM0.06%$280,0752.1KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.06%$1M5.5KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.06%$36M191.3KQ1 2026
TECTONIC ADVISORS LLC$1.9B AUM0.06%$1M6.0KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.06%$317M1.68MQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M17.6KQ1 2026
XTX Topco Ltd$5.8B AUM0.06%$3M17.3KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.06%$50M262.6KQ1 2026
Paloma Partners Management Co$510M AUM0.05%$369,4043.5KQ2 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.05%$17M91.6KQ1 2026
Keudell/Morrison Wealth Management$489M AUM0.05%$256,9191.4KQ1 2026
AMERIFLEX GROUP, INC.$198M AUM0.05%$103,788549Q1 2026
LOOMIS SAYLES & CO L P$74.3B AUM0.05%$39M205.9KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.05%$3M14.6KQ1 2026
Cambria Investment Management, L.P.$1.8B AUM0.05%$931,8284.9KQ1 2026
iSAM Funds (UK) Ltd$203M AUM0.05%$236,9662.2KQ2 2025OLDER
Aristotle Capital Management, LLC$47.8B AUM0.05%$25M130.5KQ1 2026
Impact Partnership Wealth, LLC$810M AUM0.05%$278,0342.6KQ2 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.05%$409,2932.2KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$286,9961.6KQ1 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$4M23.3KQ1 2026
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.05%$19M109.1KQ1 2026
State of Wyoming$844M AUM0.05%$417,4222.2KQ1 2026
Aequim Alternative Investments LP$5.2B AUM0.05%$2M16.7KQ3 2025OLDER
DGS Capital Management, LLC$609M AUM0.05%$290,3811.5KQ1 2026
WPG Advisers, LLC$136M AUM0.05%$64,277340Q1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.05%$344,0003.2KQ2 2025OLDER
Man Group plc$55.1B AUM0.05%$26M135.2KQ1 2026
Farringdon Capital, Ltd.$457M AUM0.05%$206,4431.1KQ1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.04%$13M70.9KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.04%$25M134.7KQ1 2026
ISTHMUS PARTNERS, LLC$953M AUM0.04%$410,2392.2KQ1 2026
AUGUSTINE ASSET MANAGEMENT INC$444M AUM0.04%$209,6941.6KQ3 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.04%$6M36.2KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.04%$254M1.34MQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M25.1KQ1 2026
Headlands Technologies LLC$878M AUM0.04%$483,8202.8KQ4 2025OLDER
Optas, LLC$661M AUM0.04%$263,5371.4KQ1 2026
SOUTH PLAINS FINANCIAL, INC.$172M AUM0.04%$65,620386Q4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$680,9583.6KQ1 2026
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.04%$2M9.6KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.04%$387,9312.1KQ1 2026
CastleKnight Management LP$6.0B AUM0.04%$2M11.9KQ1 2026
SEB Asset Management AB$23.4B AUM0.04%$9M46.4KQ1 2026
One Wealth Advisors, LLC$803M AUM0.04%$298,1321.6KQ1 2026
Vident Advisory, LLC$11.7B AUM0.04%$4M23.0KQ1 2026
Vinva Investment Management Ltd$8.1B AUM0.04%$3M11.1KQ1 2026
Arkadios Wealth Advisors$6.1B AUM0.04%$2M12.0KQ1 2026
LMR Partners LLP$45.4B AUM0.04%$19M114.7KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.04%$4M22.6KQ1 2026
Caprock Group, LLC$4.1B AUM0.04%$1M7.9KQ1 2026
Aberdeen Group plc$61.9B AUM0.03%$22M114.1KQ1 2026
SIG BROKERAGE, LP$3.8B AUM0.03%$1M6.6KQ4 2025OLDER
Petrus Trust Company, LTA$915M AUM0.03%$313,6842.4KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$56M298.1KQ1 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.03%$5M28.0KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.03%$32M173.3KQ1 2026
ADAR1 Capital Management, LLC$1.7B AUM0.03%$567,1503.0KQ1 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$839,9494.4KQ1 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.03%$23M123.1KQ1 2026
BIP Wealth, LLC$2.5B AUM0.03%$809,7014.3KQ1 2026
ING GROEP NV$16.4B AUM0.03%$5M28.2KQ1 2026
Caption Management, LLC$17.1B AUM0.03%$6M29.5KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.03%$46,921356Q3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.03%$7M34.4KQ1 2026
ARGA Investment Management, LP$3.0B AUM0.03%$977,7675.2KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$62M328.7KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.03%$305,6941.6KQ1 2026
Callan Family Office, LLC$4.4B AUM0.03%$1M7.4KQ1 2026
ALLIANZ SE$9.0B AUM0.03%$1M11.3KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M12.5KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$49M256.6KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.03%$11M60.2KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$9M48.5KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$564M2.98MQ1 2026
Jain Global LLC$24.2B AUM0.03%$6M35.4KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M29.9KQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$294,3511.6KQ1 2026
Woodline Partners LP$26.4B AUM0.03%$7M41.2KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.03%$7M40.6KQ4 2025OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.03%$477,1622.5KQ1 2026
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.03%$3M17.6KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.03%$31M164.5KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M11.8KQ1 2026
CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM0.03%$239,1481.3KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.03%$2M10.7KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.03%$28M147.3KQ1 2026
Entropy Technologies, LP$2.2B AUM0.03%$556,1852.9KQ1 2026
Brooklyn Investment Group$3.2B AUM0.03%$816,3184.3KQ1 2026
Institute for Wealth Management, LLC.$938M AUM0.02%$223,9142.1KQ2 2025OLDER
Inscription Capital, LLC$951M AUM0.02%$236,8801.3KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.02%$26M139.5KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M6.2KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$201,3381.1KQ1 2026
Csenge Advisory Group$2.2B AUM0.02%$507,2212.7KQ1 2026
Strategic Investment Advisors / MI$1.4B AUM0.02%$233,1462.2KQ2 2025OLDER
FMR LLC$1.90T AUM0.02%$430M2.28MQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.02%$6M29.8KQ1 2026
BANK OF NOVA SCOTIA$57.2B AUM0.02%$15M86.2KQ4 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.02%$656,1933.5KQ1 2026
AXA Investment Managers S.A.$37.1B AUM0.02%$8M59.9KQ3 2025OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.02%$485,4802.6KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.02%$870,7644.6KQ1 2026
Raiffeisen Bank International AG$7.0B AUM0.02%$1M8.0KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.02%$261,9582.5KQ2 2025OLDER
Calydon Capital$613M AUM0.02%$211,1782.0KQ2 2025OLDER
CoreFirst Bank & Trust$189M AUM0.02%$38,250225Q4 2025OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$81,600480Q4 2025OLDER
Granite Investment Partners, LLC$1.6B AUM0.02%$332,1611.8KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.02%$438,4302.6KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$522,9122.8KQ1 2026
FIDUCIARY TRUST CO$8.5B AUM0.02%$2M8.5KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.02%$6M29.6KQ1 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.02%$1M5.7KQ1 2026
BlackRock, Inc.$5.72T AUM0.02%$1.1B5.59MQ1 2026
SJS Investment Consulting Inc.$819M AUM0.02%$150,296795Q1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.02%$1M6.5KQ1 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M8.4KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$71M374.7KQ1 2026
Zhang Financial LLC$2.9B AUM0.02%$514,2162.7KQ1 2026
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM0.02%$76,840452Q4 2025OLDER
MONECO ADVISORS, LLC$1.3B AUM0.02%$228,5611.2KQ1 2026
Nuveen, LLC$369.3B AUM0.02%$65M346.1KQ1 2026
Qsemble Capital Management, LP$1.3B AUM0.02%$230,0741.2KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.02%$1M7.8KQ1 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.02%$4M23.7KQ1 2026
Empowered Funds, LLC$15.7B AUM0.02%$3M14.2KQ1 2026
Hudson Bay Capital Management LP$29.0B AUM0.02%$5M30.4KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.02%$14M83.5KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.02%$45M239.3KQ1 2026
Arizona State Retirement System$17.1B AUM0.02%$3M15.0KQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$87M458.0KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.02%$4M21.4KQ1 2026
HANCOCK WHITNEY CORP$5.8B AUM0.02%$897,5524.4KQ1 2026
Eagle Bay Advisors LLC$113M AUM0.02%$21,250125Q4 2025OLDER
CSS LLC/IL$2.1B AUM0.02%$340,0002.0KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$5M25.8KQ1 2026
Hurley Capital, LLC$187M AUM0.01%$21,224200Q2 2025OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M7.3KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M34.0KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M15.2KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$1.0B5.92MQ4 2025OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M14.6KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$234M1.24MQ1 2026
Wedmont Private Capital$3.1B AUM0.01%$451,2272.3KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$24M124.6KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.01%$221M1.20MQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M14.0KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$192M1.01MQ1 2026
North Dakota State Investment Board$2.3B AUM0.01%$321,9521.7KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$21M112.5KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$26M135.5KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M38.5KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$4M18.7KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M9.2KQ1 2026
Banco Santander, S.A.$12.4B AUM0.01%$2M8.8KQ1 2026
SYON CAPITAL LLC$2.0B AUM0.01%$265,2371.4KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$8M42.7KQ1 2026
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$265,0481.4KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$8M43.3KQ1 2026
Glenview Trust Co$6.4B AUM0.01%$833,5214.4KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.01%$464,6102.7KQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$579,0662.9KQ1 2026
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$377,3442.0KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$12M63.7KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$83M440.5KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$12M64.0KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$501M2.65MQ1 2026
STATE STREET CORP$2.90T AUM0.01%$358M1.89MQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$17M91.3KQ1 2026
Compound Planning, Inc.$3.3B AUM0.01%$398,8952.1KQ1 2026
Cerity Partners LLC$70.8B AUM0.01%$9M45.7KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$92M488.5KQ1 2026
Hilltop National Bank$468M AUM0.01%$50,854269Q1 2026
Quantbot Technologies LP$2.4B AUM0.01%$434,9403.3KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$4M40.3KQ2 2025OLDER
Swiss National Bank$173.8B AUM0.01%$20M108.2KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$437,6502.3KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$10M55.2KQ1 2026
Arax Advisory Partners$3.5B AUM0.01%$397,2002.0KQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$5M24.0KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.01%$3M13.6KQ1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$536,1462.8KQ1 2026
Kovack Advisors, Inc.$1.9B AUM0.01%$208,1531.1KQ1 2026
GoalVest Advisory LLC$539M AUM0.01%$56,715300Q1 2026
Trexquant Investment LP$13.9B AUM0.01%$1M7.3KQ4 2025OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.01%$560,5333.0KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$532,5542.8KQ1 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$2M10.3KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$35M184.5KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$489,8292.6KQ1 2026
True Wealth Design, LLC$360M AUM0.01%$37,810200Q1 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$3M13.9KQ1 2026
GAMMA Investing LLC$2.7B AUM0.01%$223,8351.2KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$8M48.1KQ4 2025OLDER
Mubadala Investment Co PJSC$20.5B AUM0.01%$2M18.4KQ2 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$1M7.6KQ1 2026
UBS Group AG$666.3B AUM0.01%$68M357.2KQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$6M31.3KQ1 2026
CITIGROUP INC$234.5B AUM0.01%$24M125.3KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M5.4KQ1 2026
Horizon Investments, LLC$8.9B AUM0.01%$896,0974.7KQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$2M8.1KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M31.2KQ4 2025OLDER
SMA Capital LLC$232M AUM0.01%$22,119117Q1 2026
Pallas Capital Advisors LLC$2.7B AUM0.01%$249,5461.3KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$704,2113.7KQ1 2026
Mariner, LLC$85.7B AUM0.01%$8M40.0KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$287,3571.5KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$166,931883Q1 2026
Intentional Wealth Strategies, LLC$107M AUM0.01%$9,07448Q1 2026
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M16.9KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M31.7KQ1 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$382,4482.0KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.01%$3M15.0KQ1 2026
Guinness Asset Management LTD$5.8B AUM0.01%$469,4112.5KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$9M49.1KQ1 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$643,5273.4KQ1 2026
Baker Avenue Asset Management, LP$4.4B AUM0.01%$340,2901.8KQ1 2026
VAN ECK ASSOCIATES CORP$133M AUM0.01%$10,18653.9KQ1 2026
Tidal Investments LLC$47.4B AUM0.01%$4M19.4KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M13.7KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M7.8KQ1 2026
GROUPAMA ASSET MANAGMENT$6.8B AUM0.01%$486,9932.6KQ1 2026
Invesco Ltd.$653.3B AUM0.01%$46M244.8KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.01%$2M10.1KQ1 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$789,0876.0KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.01%$561,1923.0KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$6M29.6KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$21M123.7KQ1 2026
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.01%$14,93579Q1 2026
JANE STREET GROUP, LLC$777.2B AUM0.01%$53M278.5KQ1 2026
DRW Securities, LLC$7.2B AUM0.01%$365,7352.8KQ3 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$598,1543.2KQ1 2026
Blue Trust, Inc.$8.7B AUM0.01%$567,6793.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.01%$109M639.2KQ1 2026
Legal & General Group Plc$432.4B AUM0.01%$28M145.5KQ1 2026
Rise Advisors, LLC$284M AUM0.01%$17,661134Q3 2025OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.01%$512,3803.0KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.01%$334,6181.8KQ1 2026
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$246,7111.3KQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.01%$4M19.7KQ1 2026
Utah Retirement Systems$9.8B AUM0.01%$586,0553.1KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$28M147.8KQ1 2026
Forum Financial Management, LP$7.1B AUM0.01%$442,5162.6KQ4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$770,7044.1KQ1 2026
LRI Investments, LLC$1.1B AUM0.01%$64,438341Q1 2026
Aquatic Capital Management LLC$3.5B AUM0.01%$198,5021.1KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$17,381140Q1 2026
Squarepoint Ops LLC$85.1B AUM0.01%$5M31.2KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$5M36.5KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M7.1KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.01%$571,3093.0KQ1 2026
Commonwealth Retirement Investments LLC$323M AUM0.01%$17,000100Q4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$47M250.3KQ1 2026
WealthCollab, LLC$243M AUM0.01%$13,04569Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$302,2601.8KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.01%$1M5.5KQ1 2026
CWM, LLC$38.1B AUM0.01%$2M10.2KQ1 2026
Wealth Preservation Advisors, LLC$120M AUM0.01%$6,05032Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$45M237.2KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.00%$1M7.8KQ3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$3M14.1KQ1 2026
USA FINANCIAL FORMULAS$531M AUM0.00%$24,955132Q1 2026
Cornerstone Financial Management LLC$109M AUM0.00%$5,10427Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$347,1141.8KQ1 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$443,8892.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M89.3KQ1 2026
ASSETMARK, INC$49.0B AUM0.00%$2M11.4KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$782,3784.1KQ1 2026
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$257,8641.4KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M16.7KQ1 2026
Cedar Mountain Advisors, LLC$581M AUM0.00%$21,741115Q1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$420,8142.2KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$8M40.9KQ1 2026
Quent Capital, LLC$1.4B AUM0.00%$58,038307Q1 2026
Savant Capital, LLC$20.7B AUM0.00%$851,2934.5KQ1 2026
Binnacle Investments Inc$170M AUM0.00%$6,98553Q3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$2M12.8KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$261,6451.4KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M10.4KQ1 2026
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.00%$216,0841.1KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$5M25.1KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$382,2592.0KQ1 2026
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$201,5281.1KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$52,720400Q3 2025OLDER
Park Place Capital Corp$499M AUM0.00%$18,14996Q1 2026
HB Wealth Management, LLC$15.5B AUM0.00%$550,1362.9KQ1 2026
WESTPAC BANKING CORP$1.4B AUM0.00%$50,854269Q1 2026
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$245,1981.3KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$686,9704.0KQ4 2025OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$204,9301.1KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$44,806237Q1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$716,1213.8KQ1 2026
Rossby Financial, LCC$489M AUM0.00%$15,81584Q1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M12.1KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$586,0543.1KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$3M14.9KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M11.1KQ1 2026
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$278,6601.5KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M19.6KQ1 2026
REGIONS FINANCIAL CORP$15.4B AUM0.00%$445,9692.4KQ1 2026
Essential Partners LLC$250M AUM0.00%$7,21668Q1 2026
Amundi$367.1B AUM0.00%$11M55.6KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$18,033137Q3 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$140,276742Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$766,9764.1KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$2M10.3KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M6.0KQ4 2025OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$378,1002.0KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M10.2KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$56,148297Q1 2026
Larson Financial Group LLC$3.1B AUM0.00%$80,913428Q1 2026
&PARTNERS$20.2B AUM0.00%$521,7782.8KQ1 2026
Fortitude Family Office, LLC$448M AUM0.00%$11,34360Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$13M68.5KQ1 2026
ST GERMAIN D J CO INC$2.5B AUM0.00%$61,252324Q1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$2M12.4KQ1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$9,07448Q1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$486,0492.6KQ1 2026

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