JELDJELD-WEN HLDG INC
CUSIP 47580P103 · Yahoo Finance ↗ · Google Finance ↗
Jeld-Wen Hldg Inc (JELD) has 149 institutional holders in Filings Flow’s 13F database, together reporting 75.21M shares worth $94M as of Q1 2026. The largest reported holders are Turtle Creek Asset Management Inc., Vanguard Group Inc, and Miller Value Partners, LLC.
Institutional Holders
149
Q1 2026
Reported Value
$94M
Ticker
JELD
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MILLER VALUE PARTNERS, LLC$383M AUM | 2.14% | $8M | 6.62M | Q1 2026OLDER |
| IMS Capital Management$217M AUM | 1.42% | $3M | 627.0K | Q3 2025OLDER |
| One Fin Capital Management LP$280M AUM | 0.85% | $2M | 1.91M | Q1 2026OLDER |
| Turtle Creek Asset Management Inc.$2.7B AUM | 0.77% | $21M | 16.63M | Q1 2026OLDER |
| DC Investments Management, LLC$261M AUM | 0.52% | $1M | 257.4K | Q3 2025OLDER |
| MASON CAPITAL MANAGEMENT LLC$613M AUM | 0.16% | $963,337 | 776.9K | Q1 2026OLDER |
| Phil A. Younker & Associates, Ltd.$150M AUM | 0.06% | $89,280 | 72.0K | Q1 2026OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.06% | $415,184 | 69.5K | Q4 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $541,018 | 436.3K | Q1 2026OLDER |
| Aristides Capital LLC$462M AUM | 0.03% | $178,350 | 72.5K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.03% | $198,487 | 40.4K | Q3 2025OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.03% | $1M | 503.7K | Q4 2025OLDER |
| Alberta Investment Management Corp$16.7B AUM | 0.02% | $4M | 1.66M | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $124,756 | 100.6K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.02% | $50,866 | 41.0K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.02% | $210,433 | 42.9K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $103,812 | 21.1K | Q3 2025OLDER |
| RBF Capital, LLC$2.0B AUM | 0.02% | $310,438 | 250.4K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $3M | 606.6K | Q3 2025OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.01% | $20,150 | 16.3K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.01% | $534,650 | 108.9K | Q3 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $830,752 | 169.2K | Q3 2025OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $492,213 | 100.2K | Q3 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.01% | $7M | 1.50M | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $641,618 | 517.4K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $49,115 | 10.0K | Q3 2025OLDER |
| Oak Thistle LLC$1.0B AUM | 0.01% | $67,562 | 13.8K | Q3 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $2M | 1.89M | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.01% | $17,847 | 14.4K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.01% | $179,412 | 131.0K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.01% | $50,774 | 10.3K | Q3 2025OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.01% | $37,638 | 15.3K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $86,592 | 35.2K | Q4 2025OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.01% | $43,588 | 35.2K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $436,753 | 352.2K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $291,502 | 59.4K | Q3 2025OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.01% | $496,609 | 51.0K | Q2 2026 |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.01% | $262,377 | 19.6K | Q3 2025OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.00% | $18,302 | 14.8K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $620,000 | 500.0K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.00% | $32,916 | 26.5K | Q1 2026OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $57,522 | 11.7K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $18,220 | 15.6K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.00% | $85,876 | 17.5K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.00% | $170,449 | 137.5K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $220,603 | 89.7K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $5M | 4.22M | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $405,920 | 165.0K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.00% | $21,306 | 17.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $221,254 | 89.9K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $18,761 | 3.8K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $97,805 | 78.9K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $233,538 | 188.3K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.00% | $55,655 | 11.3K | Q3 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $196,606 | 40.0K | Q3 2025OLDER |
| Performa Ltd (US), LLC$442M AUM | 0.00% | $8,680 | 7.0K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $6,904 | 1.4K | Q3 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $50,676 | 20.6K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $1M | 858.7K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $248,460 | 101.0K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $3,485 | 889 | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 2.10M | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $846,795 | 682.9K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $186,162 | 150.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $67,918 | 13.9K | Q3 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $668,096 | 538.8K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $1M | 947.6K | Q1 2026OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.00% | $7,873 | 1.6K | Q3 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 962.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $432,546 | 88.1K | Q3 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $4,336 | 883 | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.00% | $21,861 | 14.6K | Q2 2026 |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $2,508 | 2.0K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $833,561 | 672.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $666,140 | 537.2K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $84,853 | 68.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $24,346 | 19.6K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $233,571 | 188.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.00% | $46,701 | 31.1K | Q2 2026 |
| Torren Management, LLC$201M AUM | 0.00% | $1,798 | 731 | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $711,979 | 145.0K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 4.26M | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $63,299 | 51.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $3M | 2.69M | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $200,957 | 162.1K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $87,011 | 70.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $410,862 | 167.0K | Q4 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $63,825 | 13.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 904.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 808.8K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $428,005 | 87.2K | Q3 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $723,358 | 294.0K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $34,224 | 27.6K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $76,383 | 31.1K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $13,342 | 10.8K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $82,613 | 66.6K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $45,960 | 37.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $10,494 | 8.5K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $46,449 | 37.5K | Q2 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $73,917 | 59.6K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $28,329 | 22.8K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $56,051 | 22.8K | Q4 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $64,604 | 52.1K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $354,188 | 71.7K | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $496 | 101 | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $22,972 | 18.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $110,844 | 22.6K | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $12M | 5.02M | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $412 | 332 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $161,449 | 130.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $679,122 | 547.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $74,772 | 60.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 823.1K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $23,776 | 19.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 1.04M | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $2M | 1.91M | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $261,744 | 211.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $8M | 6.41M | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $78,432 | 63.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $16,477 | 13.3K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $139,507 | 112.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $846,335 | 682.5K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $48,457 | 39.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,647 | 2.9K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $4M | 3.52M | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $931,141 | 750.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $21,523 | 17.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $675 | 274 | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $339,552 | 273.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $390,574 | 315.0K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $55,129 | 11.2K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $31,229 | 25.2K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $200 | 161 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 1.81M | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $116,312 | 93.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $76,200 | 61.5K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,479 | 3.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $50,200 | 40.5K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $3,489 | 2.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $53,536 | 43.2K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $28,253 | 22.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $322,709 | 260.2K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $30,147 | 24.3K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $965,304 | 778.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,670 | 1.1K | Q2 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $144,909 | 58.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $311,624 | 251.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,211 | 807 | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $32,014 | 25.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $608,603 | 490.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $541 | 110 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $300,454 | 242.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $689 | 556 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $225,422 | 181.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $16,353 | 14.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $488,150 | 443.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $73,423 | 59.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $18,283 | 16.9K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $146,915 | 118.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $125,032 | 100.8K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $54,668 | 44.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $411 | 351 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $930 | 750 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $48,091 | 38.8K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $32,064 | 25.9K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $82,630 | 66.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $92,604 | 74.7K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $15,283 | 12.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $822 | 548 | Q2 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $16,907 | 13.6K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $19,179 | 15.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $166,239 | 134.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $859 | 175 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $13,710 | 2.8K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $293 | 236 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $16,594 | 13.4K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $96 | 76.8K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $2,936 | 2.4K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $35 | 7 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $21,148 | 17.1K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,548 | 519 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $14,646 | 11.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $105 | 85 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $40,165 | 32.4K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $365 | 294 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $800 | 684 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $4,895 | 4.0K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $5,706 | 4.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,042 | 840 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $12,534 | 10.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $226 | 46 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $854 | 688 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,426 | 494 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $22 | 17 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $982 | 200 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $76 | 61 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12,000 | 9.8K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $8,565 | 6.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $481 | 98 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $20 | 8 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $93 | 38 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,069 | 862 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $15 | 6 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4,397 | 3.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $6 | 5 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $47 | 38 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $114 | 100 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $3 | 1 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.