SEC 13F Intelligence

JPXAEROVIRONMENT INC

CUSIP 008073108 · Yahoo Finance ↗ · Google Finance ↗

Aerovironment Inc (JPX) has 607 institutional holders in Filings Flow’s 13F database, together reporting 30.96M shares worth $5.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
607
Q1 2026
Reported Value
$5.4B
Ticker
JPX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 172Q4 ’18Q1 ’19: 190Q2 ’19: 157Q2 ’19Q3 ’19: 166Q2 ’21: 215Q2 ’21Q4 ’21: 214Q4 ’22: 229Q4 ’22Q4 ’25: 591Q1 ’26: 607Q1 ’26Q2 ’26: 37filingsflow.com
Total reported value
Q4 ’18: $2.6BQ4 ’18Q1 ’19: $2.1BQ2 ’19: $1.6BQ2 ’19Q3 ’19: $1.8BQ2 ’21: $6.7BQ2 ’21Q4 ’21: $28.2BQ4 ’22: $825MQ4 ’22Q4 ’25: $7.5BQ1 ’26: $5.4BQ1 ’26Q2 ’26: $152Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Heard Capital LLC$1.9B AUM6.83%$132M721.4KQ1 2026OLDER
Spear Advisors LLC$134M AUM6.23%$8M45.7KQ1 2026OLDER
PEREGRINE INVESTMENT MANAGEMENT INC$127M AUM5.76%$7M40.0KQ1 2026OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM4.29%$80M436.4KQ1 2026OLDER
AWM Investment Company, Inc.$903M AUM2.65%$24M130.7KQ1 2026OLDER
DEEPWATER ASSET MANAGEMENT, LLC$158M AUM2.63%$4M22.6KQ1 2026OLDER
FFG Partners, LLC$352M AUM2.57%$9M36.7KQ4 2025OLDER
Ghisallo Capital Management LLC$3.6B AUM2.06%$63M200.0KQ3 2025OLDER
Reliant Investment Management, LLC$207M AUM2.03%$4M23.0KQ1 2026OLDER
MYDA Advisors LLC$608M AUM1.72%$10M57.0KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM1.35%$31M187.6KQ2 2026
Stephens Investment Management Group LLC$7.3B AUM1.23%$90M490.4KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM1.15%$5M14.9KQ3 2025OLDER
SITTNER & NELSON, LLC$274M AUM1.15%$3M17.2KQ1 2026OLDER
KADENSA CAPITAL Ltd$718M AUM1.12%$8M43.9KQ1 2026OLDER
MADDEN SECURITIES Corp$333M AUM1.11%$4M20.1KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM1.04%$33M179.9KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM1.00%$21M112.4KQ1 2026OLDER
DELPHI FINANCIAL GROUP, INC.$222M AUM1.00%$2M12.1KQ1 2026OLDER
M & L Capital Management Ltd$407M AUM0.94%$4M20.9KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.93%$8M26.1KQ3 2025OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.92%$14M75.0KQ1 2026OLDER
1492 Capital Management LLC$263M AUM0.90%$2M7.0KQ3 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.84%$1M7.1KQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM0.80%$102M559.3KQ1 2026OLDER
OUTFITTERS FINANCIAL LLC$129M AUM0.73%$938,1315.1KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.69%$54M295.1KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.68%$3M18.3KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.68%$3M16.5KQ2 2026
AlphaCentric Advisors LLC$100M AUM0.67%$667,0343.6KQ1 2026OLDER
Future Fund LLC$284M AUM0.65%$2M10.2KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.60%$2M12.5KQ1 2026OLDER
AGP FRANKLIN, LLC$200M AUM0.59%$1M6.5KQ1 2026OLDER
Atreides Management, LP$5.0B AUM0.59%$30M161.7KQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.57%$40M221.1KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.53%$77M319.8KQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.50%$7M36.2KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.50%$82M495.6KQ2 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM0.50%$995,7925.4KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.49%$1M6.1KQ1 2026OLDER
Nikulski Financial, Inc.$405M AUM0.46%$2M10.3KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.45%$6M26.7KQ4 2025OLDER
HERBST GROUP, LLC$183M AUM0.43%$695,5903.8KQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM0.41%$1M7.7KQ1 2026OLDER
DMC Group, LLC$148M AUM0.41%$601,3193.3KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.39%$924,4035.0KQ1 2026OLDER
Alpha Wave Global, LP$791M AUM0.39%$4M12.2KQ3 2025OLDER
Sphera Management Technology Funds Ltd$178M AUM0.39%$1M3.9KQ3 2025OLDER
AMERICAN ASSETS INC$298M AUM0.38%$1M10.0KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.37%$132M721.4KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.36%$7M40.7KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.35%$2M9.3KQ1 2026OLDER
Corient IA LLC$106M AUM0.35%$371,5922.0KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.34%$3M13.3KQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.32%$15M62.3KQ4 2025OLDER
SILVERBACK ASSET MANAGEMENT LLC$699M AUM0.32%$2M12.1KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.32%$827,7534.5KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.31%$365,0022.0KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.30%$20M111.3KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.30%$62M198.4KQ3 2025OLDER
Chung Wu Investment Group, LLC$116M AUM0.30%$362,8351.5KQ4 2025OLDER
Hummer Financial Advisory Services Inc$152M AUM0.29%$445,6892.7KQ2 2026
Red Spruce Capital, LLC$287M AUM0.29%$834,0995.1KQ2 2026
Generali Investments, Management Co LLC$430M AUM0.29%$1M6.7KQ1 2026OLDER
Copperleaf Capital, LLC$209M AUM0.28%$592,6231.9KQ3 2025OLDER
Canvas Wealth Advisors, LLC$588M AUM0.28%$2M9.1KQ1 2026OLDER
Black Swift Group, LLC$571M AUM0.28%$2M7.0KQ4 2025OLDER
Radnor Capital Management, LLC$676M AUM0.28%$2M10.3KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.28%$374,2041.5KQ4 2025OLDER
BEARING POINT CAPITAL, LLC$638M AUM0.28%$2M9.7KQ1 2026OLDER
Cavalier Investments, LLC$3.7B AUM0.27%$10M55.0KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.27%$660,8113.6KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.27%$6M35.0KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.26%$1M6.9KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.26%$3M15.9KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM0.26%$5M26.9KQ1 2026OLDER
Union Square Park Capital Management, LLC$176M AUM0.26%$457,6252.5KQ1 2026OLDER
Family Legacy, Inc.$333M AUM0.26%$855,2104.7KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.25%$19M105.6KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.24%$409,0421.3KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.23%$172M937.5KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM0.23%$337,8771.1KQ3 2025OLDER
Xcel Wealth Management, LLC$362M AUM0.22%$811,4614.4KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.22%$332,2091.1KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.21%$24M132.4KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.19%$814,9273.4KQ4 2025OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.19%$188M1.03MQ1 2026OLDER
CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM0.19%$5M16.8KQ3 2025OLDER
Veracity Capital LLC$280M AUM0.19%$527,0012.9KQ1 2026OLDER
Traynor Capital Management, Inc.$1.7B AUM0.18%$3M17.0KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.17%$459,1071.9KQ4 2025OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.17%$776,4673.2KQ4 2025OLDER
Eos Management, L.P.$233M AUM0.17%$436,3701.8KQ4 2025OLDER
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM0.17%$970,1655.3KQ1 2026OLDER
Themes Management Co LLC$162M AUM0.17%$269,4501.5KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.17%$1M6.3KQ1 2026OLDER
Curbstone Financial Management Corp$523M AUM0.16%$854,8434.7KQ1 2026OLDER
CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM0.16%$290,2681.2KQ4 2025OLDER
MN Wealth Advisors, LLC$206M AUM0.16%$330,7711.8KQ1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.16%$243,0001.0KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.16%$4M12.8KQ3 2025OLDER
Freemont Management S.A.$661M AUM0.16%$1M5.7KQ1 2026OLDER
Aubrey Capital Management Ltd$186M AUM0.16%$293,0081.6KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.16%$5M29.6KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.15%$2M9.1KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.15%$10M40.0KQ4 2025OLDER
WHITE PINE CAPITAL LLC$355M AUM0.15%$544,0253.0KQ1 2026OLDER
Abbot Financial Management, Inc.$239M AUM0.15%$366,6492.0KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.15%$178,9361.1KQ2 2026
Caption Management, LLC$17.1B AUM0.15%$25M137.3KQ1 2026OLDER
Scientech Research LLC$120M AUM0.15%$232,698962Q4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.14%$4M17.1KQ4 2025OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.14%$6M25.5KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.14%$14M74.0KQ1 2026OLDER
KRS Capital Management, LLC$163M AUM0.14%$228,925727Q3 2025OLDER
Wealth Quarterback LLC$254M AUM0.14%$350,7461.9KQ1 2026OLDER
Axis Wealth Partners, LLC$188M AUM0.13%$227,665723Q3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.13%$3M11.3KQ4 2025OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.13%$240,3441.3KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.13%$2M9.2KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.13%$4M22.8KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.13%$2M9.4KQ1 2026OLDER
Simmons Bank$1.5B AUM0.13%$2M10.3KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.13%$4M20.8KQ1 2026OLDER
Merrion Investment Management Co, LLC$186M AUM0.12%$228,8101.3KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.12%$938,1315.1KQ1 2026OLDER
Financial Sense Advisors, Inc.$493M AUM0.12%$604,0653.3KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.12%$334,6151.8KQ1 2026OLDER
Fire Capital Management LLC$214M AUM0.12%$247,3011.4KQ1 2026OLDER
NVWM, LLC$449M AUM0.11%$516,5672.8KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.11%$749,2914.2KQ1 2026OLDER
Arosa Capital Management LP$660M AUM0.11%$732,2004.0KQ1 2026OLDER
Kercheville Advisors, LLC$313M AUM0.11%$338,6431.9KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.11%$303,3141.7KQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.11%$2M8.7KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.10%$237,4161.3KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.10%$775,7664.2KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.10%$1M6.2KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.10%$1M7.4KQ2 2026
Harbour Capital Advisors, LLC$525M AUM0.10%$528,6122.5KQ1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.10%$549,1503.0KQ1 2026OLDER
Darden Wealth Group Inc$196M AUM0.10%$205,607850Q4 2025OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.10%$365,3682.0KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.10%$891,1392.8KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.10%$82M447.7KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.10%$1M5.8KQ4 2025OLDER
Byrne Asset Management LLC$185M AUM0.09%$175,4691.1KQ2 2026
VAN ECK ASSOCIATES CORP$133M AUM0.09%$125,934688.0KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.09%$1M6.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.09%$39M215.5KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.09%$4M23.9KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.09%$21M65.2KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.09%$223,257709Q3 2025OLDER
MRA Advisory Group$276M AUM0.09%$247,6051.5KQ2 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.09%$3M18.1KQ2 2026
Blueshift Asset Management, LLC$330M AUM0.08%$279,7001.5KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.08%$199,8911.1KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.08%$638,2822.0KQ3 2025OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.08%$791,6914.3KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$1M7.7KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.08%$160,535877Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.08%$6M32.6KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.08%$183,0501.0KQ1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.08%$255,4361.1KQ4 2025OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM0.08%$242,9071.3KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.08%$90,709375Q4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.08%$23,67997.9KQ4 2025OLDER
Covea Finance$2.9B AUM0.08%$2M11.8KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.08%$2M13.4KQ1 2026OLDER
Balboa Wealth Partners$596M AUM0.07%$441,1512.4KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.07%$2M10.3KQ4 2025OLDER
Munro Partners$3.0B AUM0.07%$3M11.2KQ4 2025OLDER
Net Worth Advisory Group$482M AUM0.07%$241,652767Q3 2025OLDER
one8zero8, LLC$449M AUM0.07%$323,3921.0KQ3 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.07%$310,2701.7KQ1 2026OLDER
PeakShares LLC$109M AUM0.07%$73,220400Q1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.07%$2M8.9KQ1 2026OLDER
Cypress Capital Group$889M AUM0.07%$587,2243.2KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.07%$83M264.6KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.06%$3M16.5KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.06%$259,9851.6KQ2 2026
Archford Capital Strategies, LLC$873M AUM0.06%$557,2043.0KQ1 2026OLDER
Southern Financial Group, LLC$358M AUM0.06%$222,9551.2KQ2 2026
Mount Lucas Management LP$271M AUM0.06%$166,576910Q1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.06%$302,9481.7KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.06%$1M6.2KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.06%$524,8042.9KQ1 2026OLDER
Cypress Capital, LLC$351M AUM0.06%$208,993864Q4 2025OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.06%$1M6.3KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.06%$172,982945Q1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.06%$5M26.6KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.06%$157,445500Q3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.06%$108,851450Q4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$7M28.7KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M17.7KQ1 2026OLDER
Swedbank AB$95.1B AUM0.05%$50M273.3KQ1 2026OLDER
Forefront Wealth Partners, LLC$239M AUM0.05%$206,253655Q3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.05%$72M232.5KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.05%$5M29.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M9.0KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.05%$326,5521.4KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.05%$369,0292.0KQ1 2026OLDER
Cornerstone Capital, Inc.$1.0B AUM0.05%$510,1221.6KQ3 2025OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.05%$842,0304.6KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM0.05%$2M4.9KQ3 2025OLDER
Leonteq Securities AG$2.7B AUM0.05%$1M7.2KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.05%$64,55350Q3 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.05%$3M17.8KQ1 2026OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.05%$308,4101.3KQ4 2025OLDER
Mengis Capital Management, Inc.$581M AUM0.05%$276,5881.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$3M13.7KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$394,2811.6KQ4 2025OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.05%$5M21.6KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.05%$17,17471Q4 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.05%$915,2505.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.05%$45M244.8KQ1 2026OLDER
Parisi Gray Wealth Management$487M AUM0.05%$224,6861.4KQ2 2026
Defiance ETFs, LLC$7.0B AUM0.05%$3M17.5KQ1 2026OLDER
Militia Capital Management LLC$454M AUM0.05%$208,6771.1KQ2 2026
SIH Partners, LLLP$7.6B AUM0.05%$3M18.6KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.04%$274,5751.5KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.04%$355,8491.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.04%$22M118.3KQ1 2026OLDER
Abundance Wealth Counselors$697M AUM0.04%$251,912800Q3 2025OLDER
Man Group plc$55.1B AUM0.04%$24M129.5KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.04%$389,9271.6KQ4 2025OLDER
Korea Investment CORP$48.3B AUM0.04%$21M112.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.04%$2M4.8KQ3 2025OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.04%$273,8431.5KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$379,5251.6KQ4 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.04%$9M47.4KQ1 2026OLDER
LBP AM SA$7.3B AUM0.04%$3M15.2KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.04%$363,3542.0KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.04%$582,7202.0KQ3 2025OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM0.04%$305,6941.7KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$1M6.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.04%$1M6.2KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.04%$13M70.0KQ1 2026OLDER
Silvant Capital Management LLC$2.9B AUM0.04%$1M4.5KQ4 2025OLDER
Royal Fund Management, LLC$1.1B AUM0.04%$371,7592.2KQ1 2026OLDER
CIM, LLC$692M AUM0.04%$242,1751.3KQ1 2026OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.03%$270,805860Q3 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.03%$323,8151.8KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$938,1315.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$7M35.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$8M43.2KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.03%$5M25.5KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.03%$315,6141.9KQ2 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.03%$704,7493.9KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.03%$2M10.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$333,8831.8KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M9.2KQ1 2026OLDER
McGowan Group Asset Management, Inc.$785M AUM0.03%$234,278744Q3 2025OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.03%$285,290906Q3 2025OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.03%$125,956400Q3 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.03%$522,4822.2KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$15M82.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.03%$58M305.4KQ1 2026OLDER
Once Capital Management, LLC$374M AUM0.03%$125,956400Q3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.03%$401,8652.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.03%$249M1.36MQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.03%$246,2021.3KQ1 2026OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.03%$284,2771.6KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$23M73.5KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.03%$3M11.4KQ4 2025OLDER
Marex Group Ltd$15.8B AUM0.03%$4M23.3KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.03%$41M225.3KQ1 2026OLDER
Operose Advisors LLC$431M AUM0.03%$114,589626Q1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.03%$220,108699Q3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$270,9141.5KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.03%$377,8321.6KQ4 2025OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.03%$463,2191.9KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$2M12.2KQ1 2026OLDER
Octavia Wealth Advisors, LLC$1.0B AUM0.03%$253,801806Q3 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$255,9201.1KQ4 2025OLDER
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM0.02%$241,8901.0KQ4 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$577,7063.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.02%$15M79.6KQ1 2026OLDER
KEYSTONE INVESTORS PTE LTD$1.1B AUM0.02%$266,5631.1KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$7M39.0KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$247,504786Q3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M99.4KQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.02%$79,098327Q4 2025OLDER
NFSG Corp$608M AUM0.02%$138,203755Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$22M122.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.02%$11M57.5KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.02%$200,9891.1KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.02%$54,366297Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M18.4KQ2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$51M279.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.02%$12M66.5KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.02%$50,156274Q1 2026OLDER
Modus Advisors, LLC$363M AUM0.02%$78,856326Q4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$1M4.5KQ3 2025OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.02%$738,2414.0KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.02%$1M7.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M9.3KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.02%$57,844316Q1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.02%$2M8.8KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.02%$217,2801.2KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M7.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$120M657.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M5.4KQ3 2025OLDER
Magnus Financial Group LLC$1.4B AUM0.02%$274,1811.7KQ2 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M10.6KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.02%$310,4531.7KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.02%$2M9.3KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.02%$1M6.4KQ1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.02%$54,915300Q1 2026OLDER
Rokos Capital Management LLP$13.2B AUM0.02%$3M13.7KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.02%$56M303.6KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.02%$210,5081.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.02%$11M59.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$26M142.1KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.02%$297,4561.6KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$591,9833.2KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.02%$91,525500Q1 2026OLDER
F/m Investments LLC$1.5B AUM0.02%$270,3651.5KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.02%$33,315182Q1 2026OLDER
EDGEWOOD MANAGEMENT LLC$15.5B AUM0.02%$3M15.0KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$949,8465.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.02%$847,3384.6KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$276,0731.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M5.5KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.02%$409,9871.3KQ3 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.02%$639,7953.5KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$425,5912.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$110M598.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$112M610.1KQ1 2026OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.02%$283,2531.2KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$310M1.69MQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M5.5KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.02%$1M6.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M10.3KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.02%$648,7293.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$532,3102.9KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.02%$4M21.4KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$908M4.96MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M101.1KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$462,7361.9KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M6.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$10M56.8KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.02%$2M8.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$583,0143.2KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$1M4.6KQ4 2025OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$230,763954Q4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M10.5KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$2M9.0KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$292,5141.6KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$20,304123Q2 2026
Brevan Howard Capital Management LP$11.3B AUM0.01%$2M9.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$419M2.29MQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$8M43.8KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.01%$200,3105.3KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$4M11.3KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$60M327.7KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.01%$246,9351.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M48.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$105M574.6KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$1352Q4 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$2M9.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$9M27.3KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$459,8222.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$856M3.54MQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$3M14.4KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$501,9232.7KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.01%$449,0222.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M12.3KQ4 2025OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$250,8401.0KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$4M23.8KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.01%$202,462837Q4 2025OLDER
Sageworth Trust Co$2.3B AUM0.01%$263,9021.1KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$239,6121.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$514,3712.8KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$232,704739Q3 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$226,893938Q4 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$19,403106Q1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$563,8462.3KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M5.3KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$42M231.4KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$204,6501.1KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.01%$255,376811Q3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$167M913.9KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$3M15.9KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$961,1965.3KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.01%$348,3221.4KQ4 2025OLDER
Douglass Winthrop Advisors, LLC$5.5B AUM0.01%$549,1503.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M10.9KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$269,4501.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$73M399.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M8.9KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M9.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M22.7KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.01%$52,535287Q1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M7.5KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.01%$59,125323Q1 2026OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.01%$241,8901.0KQ4 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.01%$149,735818Q1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.01%$445,9102.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$12M63.9KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$33,864185Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.01%$31,489100Q3 2025OLDER
Argent Trust Co$2.9B AUM0.01%$249,8641.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M11.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M4.6KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M8.4KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$212,236674Q3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$53M290.7KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M10.1KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$216,329687Q3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M11.3KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$3M17.4KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$9,43339Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$103,606566Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M12.6KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$46,495254Q1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$749,8834.1KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M7.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M8.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$296M1.62MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M37.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$40M217.4KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$744,8304.1KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.01%$217,701900Q4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M72.9KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$2M11.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$7M35.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$23M124.8KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$361,0082.2KQ2 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.01%$939,5955.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$59M324.8KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$299,775952Q3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M9.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$12M64.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$214,5351.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$926,2335.1KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$526,0862.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$494,0522.7KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.01%$46,678255Q1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$532,8592.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$7M38.3KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$2M8.5KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.01%$18,305100Q1 2026OLDER
ORG Partners LLC$568M AUM0.01%$35,311146Q4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$544,9403.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$400,3302.2KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.01%$396,6692.2KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$33M179.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M36.3KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.01%$586,8583.2KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$471,1712.6KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$441,2081.8KQ4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$882,4844.8KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$9M50.2KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$212,381878Q4 2025OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.01%$45,763250Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$17M69.9KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$444,4452.4KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$203,735647Q3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M33.6KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.01%$36,610200Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M7.3KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$213,1051.1KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$86M354.5KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.01%$5,67531Q1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$26,370109Q4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$256,6451.1KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$342,4861.9KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$441,8832.4KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.01%$399,0241.3KQ3 2025OLDER
RFG Advisory, LLC$5.4B AUM0.00%$239,316760Q3 2025OLDER
ALLIANZ SE$9.0B AUM0.00%$439,3202.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$676,9193.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$4M24.4KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$1M5.9KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$391,7272.1KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.00%$14,51360Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$17M92.5KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.00%$256,2701.4KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$1M6.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M8.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$16M87.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$388,6152.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$116,374705Q2 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$241,8901.0KQ4 2025OLDER
World Investment Advisors$6.2B AUM0.00%$202,790644Q3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$6M33.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M16.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M25.8KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.00%$366,1002.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$1M4.7KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$9M50.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$535,7862.2KQ4 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$83,837458Q1 2026OLDER
DSM CAPITAL PARTNERS LLC$5.7B AUM0.00%$258,5801.1KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M34.7KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M18.5KQ2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$965,2225.3KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$27,458150Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$111,294608Q1 2026OLDER

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