SEC 13F Intelligence

KBRKBR INC

CUSIP 48242W106 · Yahoo Finance ↗ · Google Finance ↗

Kbr Inc (KBR) has 369 institutional holders in Filings Flow’s 13F database, together reporting 121.33M shares worth $4.5B as of Q1 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
369
Q1 2026
Reported Value
$4.5B
Ticker
KBR
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 196Q1 ’19Q2 ’19: 198Q3 ’19: 214Q4 ’19: 234Q1 ’20: 186Q1 ’20Q2 ’20: 209Q3 ’20: 215Q4 ’20: 229Q1 ’21: 249Q1 ’21Q2 ’21: 257Q3 ’21: 249Q4 ’21: 273Q1 ’22: 290Q1 ’22Q2 ’22: 308Q3 ’22: 301Q4 ’22: 310Q1 ’23: 320Q1 ’23Q2 ’23: 352Q3 ’23: 354Q4 ’23: 349Q1 ’24: 350Q1 ’24Q2 ’24: 386Q3 ’24: 406Q4 ’24: 385Q1 ’25: 370Q1 ’25Q2 ’25: 382Q3 ’25: 371Q4 ’25: 378Q1 ’26: 369Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $1.4BQ1 ’19Q2 ’19: $1.8BQ3 ’19: $1.7BQ4 ’19: $2.1BQ1 ’20: $1.6BQ1 ’20Q2 ’20: $1.7BQ3 ’20: $1.8BQ4 ’20: $2.6BQ1 ’21: $3.2BQ1 ’21Q2 ’21: $3.3BQ3 ’21: $3.5BQ4 ’21: $4.2BQ1 ’22: $4.9BQ1 ’22Q2 ’22: $4.5BQ3 ’22: $3.9BQ4 ’22: $4.6BQ1 ’23: $4.8BQ1 ’23Q2 ’23: $5.1BQ3 ’23: $4.8BQ4 ’23: $4.8BQ1 ’24: $5.6BQ1 ’24Q2 ’24: $5.5BQ3 ’24: $5.0BQ4 ’24: $5.0BQ1 ’25: $4.8BQ1 ’25Q2 ’25: $6.0BQ3 ’25: $5.8BQ4 ’25: $5.0BQ1 ’26: $4.5BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
FMR LLC$1.90T AUM0.04%$699M18.97MQ1 2026
BlackRock, Inc.$5.72T AUM0.01%$498M13.50MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$473M11.77MQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.04%$241M6.54MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$226M6.12MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$209M5.67MQ1 2026
STATE STREET CORP$2.90T AUM0.01%$153M4.12MQ1 2026
Permian Investment Partners, LP$905M AUM16.99%$151M3.18MQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.08%$104M2.83MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$98M2.66MQ1 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.03%$87M2.36MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$87M2.35MQ1 2026
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM1.61%$83M2.25MQ1 2026
COOPERMAN LEON G$3.0B AUM2.57%$78M2.13MQ1 2026
Gates Capital Management, Inc.$3.7B AUM2.11%$77M2.09MQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.09%$75M1.59MQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$74M2.00MQ1 2026
NORGES BANK$0 AUM0.01%$72M1.79MQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133.2B AUM0.05%$68M1.85MQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$67M1.82MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.07%$59M1.59MQ1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.10%$57M1.56MQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$57M1.54MQ1 2026
Engine Capital Management, LP$828M AUM6.81%$56M1.53MQ1 2026
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.54%$53M1.43MQ1 2026
Copeland Capital Management, LLC$4.5B AUM1.12%$50M1.37MQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$46M1.25MQ1 2026
Alyeska Investment Group, L.P.$35.4B AUM0.13%$45M1.11MQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$41M1.11MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$41M1.10MQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.40%$40M1.09MQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$36M977.7KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$35M956.4KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$34M919.4KQ1 2026
Huber Capital Management LLC$647M AUM4.94%$32M867.6KQ1 2026
HENNESSY ADVISORS INC$2.8B AUM1.06%$32M665.9KQ2 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$31M834.3KQ1 2026
Boston Partners$95.5B AUM0.03%$30M824.2KQ1 2026
Alberta Investment Management Corp$16.7B AUM0.18%$30M756.5KQ4 2025OLDER
Chescapmanager LLC$1.1B AUM2.65%$30M804.1KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$29M791.8KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.04%$29M610.0KQ3 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.61%$27M722.7KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.05%$27M719.4KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$25M669.4KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$24M671.7KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$22M607.4KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.03%$22M604.9KQ1 2026
LONE PEAK GLOBAL INVESTORS LLC$600M AUM3.59%$22M584.4KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$21M440.2KQ2 2025OLDER
SCOPIA CAPITAL MANAGEMENT LP$146M AUM2.64%$21M443.7KQ3 2025OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.11%$20M555.5KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$19M512.2KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.06%$18M492.2KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$18M489.7KQ1 2026
Hudson Way Capital Management LLC$1.0B AUM1.63%$18M376.4KQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M488.3KQ1 2026
Clearline Capital LP$1.9B AUM0.92%$18M480.2KQ1 2026
UBS Group AG$666.3B AUM0.00%$17M474.1KQ1 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.22%$16M339.5KQ3 2025OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.97%$16M424.5KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$15M400.2KQ1 2026
Nierenberg Investment Management Company, LLC$201M AUM7.07%$14M386.4KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.06%$13M365.4KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$13M354.4KQ1 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.18%$13M350.8KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.06%$13M347.5KQ1 2026
Verition Fund Management LLC$15.4B AUM0.08%$12M337.3KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$12M335.9KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M329.7KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M325.5KQ1 2026
Energy Income Partners, LLC$6.2B AUM0.19%$12M315.8KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.15%$11M280.4KQ4 2025OLDER
Wolf Hill Capital Management, LP$1.0B AUM0.84%$11M231.5KQ2 2025OLDER
Eisler Capital Management Ltd.$22.6B AUM0.05%$11M208.3KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$10M283.4KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$10M279.1KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$10M276.7KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$10M267.3KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.02%$10M266.8KQ1 2026
Pembroke Management, LTD$691M AUM0.97%$10M207.7KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$9M251.2KQ1 2026
MUFG Securities EMEA plc$6.7B AUM0.11%$9M228.7KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.08%$9M242.9KQ1 2026
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.33%$9M240.1KQ1 2026
Retirement Systems of Alabama$30.0B AUM0.03%$9M231.6KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$8M223.6KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.02%$8M204.5KQ4 2025OLDER
Orbis Allan Gray Ltd$23.7B AUM0.03%$8M162.9KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$8M207.6KQ1 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.15%$8M159.5KQ2 2025OLDER
Man Group plc$55.1B AUM0.01%$7M201.4KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$7M183.2KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$6M173.3KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M172.2KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.01%$6M169.8KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.05%$6M167.4KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.01%$6M158.7KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.08%$6M157.7KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M142.5KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M149.7KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M149.4KQ1 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.01%$5M143.9KQ1 2026
BANK OF NOVA SCOTIA$57.2B AUM0.01%$5M140.2KQ1 2026
TWINBEECH CAPITAL LP$965M AUM0.36%$5M127.0KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M137.6KQ1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$5M136.7KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M133.1KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M131.9KQ1 2026
Amundi$367.1B AUM0.00%$5M129.5KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M129.2KQ1 2026
BFSG, LLC$1.1B AUM0.45%$5M129.0KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M126.7KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.10%$5M115.5KQ4 2025OLDER
Arvin Capital Management LP$819M AUM0.83%$4M110.0KQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.20%$4M115.0KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$4M112.5KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.14%$4M112.3KQ1 2026
TORONTO DOMINION BANK$69.7B AUM0.01%$4M101.0KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.05%$4M110.1KQ1 2026
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.07%$4M109.9KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$4M78.2KQ2 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M100.8KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.03%$4M99.9KQ1 2026
NATIXIS$28.0B AUM0.01%$4M98.1KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M94.8KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M86.0KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$3M91.8KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M88.9KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.01%$3M88.0KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M87.0KQ1 2026
COMERICA BANK$25.1B AUM0.01%$3M78.7KQ4 2025OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M85.5KQ1 2026
Hillsdale Investment Management Inc.$3.7B AUM0.09%$3M85.0KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M83.6KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M83.5KQ1 2026
Holocene Advisors, LP$41.5B AUM0.01%$3M81.7KQ1 2026
Trexquant Investment LP$13.9B AUM0.02%$3M81.2KQ1 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.28%$3M77.5KQ1 2026
Charter Oak Advisors LP$165M AUM1.72%$3M77.1KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M74.8KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$3M74.0KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M73.4KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M71.9KQ1 2026
Caption Management, LLC$17.1B AUM0.03%$3M54.5KQ2 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M70.2KQ1 2026
Rokos Capital Management LLP$13.2B AUM0.02%$3M69.8KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M69.8KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$3M68.8KQ1 2026
Quantbot Technologies LP$2.4B AUM0.07%$2M52.6KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M64.6KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.01%$2M62.9KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M61.7KQ1 2026
Empowered Funds, LLC$15.7B AUM0.01%$2M61.7KQ1 2026
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM0.19%$2M45.9KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M58.2KQ1 2026
SIT INVESTMENT ASSOCIATES INC$4.9B AUM0.04%$2M45.0KQ3 2025OLDER
AMALGAMATED BANK$13.1B AUM0.02%$2M57.4KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M56.4KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$2M55.9KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M55.7KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M55.7KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M55.2KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$2M55.1KQ1 2026
Treasurer of the State of North Carolina$31.8B AUM0.01%$2M53.8KQ1 2026
CLARK ESTATES INC/NY$416M AUM0.46%$2M52.5KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M52.3KQ1 2026
Point72 Hong Kong Ltd$2.2B AUM0.09%$2M39.6KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M50.5KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M50.3KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.01%$2M48.9KQ1 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M48.7KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M48.0KQ1 2026
Oak Thistle LLC$1.0B AUM0.24%$2M42.8KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.09%$2M46.3KQ1 2026
Sciencast Management LP$785M AUM0.31%$2M35.2KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$2M44.9KQ1 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.02%$2M41.1KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M44.7KQ1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.01%$2M41.2KQ1 2026
Snowden Capital Advisors LLC$3.8B AUM0.04%$2M41.1KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M40.6KQ1 2026
Magnetar Financial LLC$9.8B AUM0.02%$1M40.5KQ1 2026
Yaupon Capital Management LP$3.2B AUM0.07%$1M30.3KQ2 2025OLDER
HighVista Strategies LLC$362M AUM0.40%$1M39.4KQ1 2026
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.07%$1M38.0KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$1M29.4KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.09%$1M29.0KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M36.8KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M36.6KQ1 2026
ALLSTATE CORP$9.4B AUM0.01%$1M36.2KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$1M34.9KQ1 2026
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$1M31.5KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.20%$1M33.8KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M33.5KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$1M33.5KQ1 2026
MAVERICK CAPITAL LTD$8.7B AUM0.01%$1M32.6KQ1 2026
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M32.6KQ1 2026
Centiva Capital, LP$13.6B AUM0.02%$1M25.0KQ2 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M32.3KQ1 2026
Integrated Quantitative Investments LLC$551M AUM0.34%$1M25.1KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.07%$1M24.6KQ2 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M31.8KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M31.5KQ1 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M30.5KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M30.2KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.01%$1M29.4KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$1M28.6KQ1 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M28.4KQ1 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM0.03%$1M28.0KQ1 2026
New Century Financial Group, LLC$0 AUM1.19%$1M21.1KQ2 2025OLDER
VARCOV Co.$268M AUM0.37%$996,17827.0KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$961,97226.1KQ1 2026
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$907,78824.6KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$905,11824.6KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.08%$898,00022.3KQ4 2025OLDER
ING GROEP NV$16.4B AUM0.01%$866,21023.5KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$857,84323.3KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$849,47323.0KQ1 2026
Walleye Trading LLC$60.0B AUM0.00%$849,06421.1KQ4 2025OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.19%$829,35022.5KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$821,49322.3KQ1 2026
Supplemental Annuity Collective Trust of NJ$355M AUM0.21%$804,00020.0KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.27%$802,75516.7KQ2 2025OLDER
Havemeyer Place LP$867M AUM0.16%$800,46219.9KQ4 2025OLDER
ALGERT GLOBAL LLC$6.6B AUM0.01%$799,00019.9KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$790,35816.7KQ3 2025OLDER
Old West Investment Management, LLC$923M AUM0.08%$775,75521.0KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$773,12619.2KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$767,24120.8KQ1 2026
Twin Tree Management, LP$4.7B AUM0.01%$755,76018.8KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.02%$749,99020.3KQ1 2026
Taproot Management LP$530M AUM0.12%$749,08718.6KQ4 2025OLDER
FIL Ltd$128.7B AUM0.00%$744,38820.2KQ1 2026
OXFORD ASSET MANAGEMENT LLP$232M AUM0.32%$743,87220.2KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.24%$742,66714.9KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$721,24019.6KQ1 2026
LECAP ASSET MANAGEMENT LTD$266M AUM0.27%$716,19019.4KQ1 2026
Atria Investments, Inc$8.9B AUM0.01%$712,06514.9KQ2 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$697,35418.9KQ1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$697,14317.3KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.05%$696,87518.9KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.11%$696,01414.7KQ3 2025OLDER
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.06%$696,00018.9KQ1 2026
XTX Topco Ltd$5.8B AUM0.01%$681,72618.5KQ1 2026
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$657,10916.3KQ4 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$654,96517.8KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$641,17917.4KQ1 2026
AYAL Capital Advisors Ltd$369M AUM0.15%$637,60213.3KQ2 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$637,00017.3KQ1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$631,74315.7KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$628,31617.0KQ1 2026
Diversified Trust Co$5.4B AUM0.01%$626,95117.0KQ1 2026
AXQ CAPITAL, LP$777M AUM0.14%$624,10515.5KQ4 2025OLDER
MQS Management LLC$148M AUM0.34%$616,70012.9KQ2 2025OLDER
INCEPTIONR LLC$415M AUM0.15%$614,49316.7KQ1 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$608,33716.5KQ1 2026
XPONANCE LLC$14.1B AUM0.00%$596,83716.2KQ1 2026
Carlson Capital, L.P.$318M AUM0.18%$582,38815.8KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$550,00014.9KQ1 2026
Sowell Financial Services LLC$2.7B AUM0.02%$541,51111.3KQ2 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$541,48315.1KQ1 2026
Pacer Advisors, Inc.$35.6B AUM0.00%$539,00014.6KQ1 2026
WBI INVESTMENTS, LLC$362M AUM0.14%$535,12011.3KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$534,58114.5KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.00%$528,14613.1KQ1 2026
Inspire Investing, LLC$1.7B AUM0.03%$513,34913.9KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$512,35413.9KQ1 2026
EntryPoint Capital, LLC$341M AUM0.15%$499,41613.5KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.01%$494,20610.3KQ2 2025OLDER
Virtu Financial LLC$2.4B AUM0.03%$491,00010.4KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.14%$489,57513.3KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$483,00013.1KQ1 2026
CSS LLC/IL$2.1B AUM0.02%$481,39213.1KQ1 2026
AlphaQuest LLC$0 AUM0.03%$480,67112.0KQ4 2025OLDER
Pacific Capital Partners Ltd$101M AUM0.45%$479,40010.0KQ2 2025OLDER
HRT FINANCIAL LP$40.1B AUM0.00%$479,00013.0KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$477,01210.1KQ3 2025OLDER
State of Alaska, Department of Revenue$9.2B AUM0.01%$468,00012.7KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$466,54212.7KQ1 2026
Jain Global LLC$24.2B AUM0.00%$462,38011.5KQ4 2025OLDER
AREX Capital Management, LP$61M AUM0.76%$460,75012.5KQ1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$460,00012.5KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$459,01812.5KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$447,88612.2KQ1 2026
AdvisorShares Investments LLC$549M AUM0.08%$442,32012.0KQ1 2026
DELPHI MANAGEMENT INC /MA/$84M AUM0.43%$441,00011.0KQ4 2025OLDER
EQUITABLE TRUST CO$2.2B AUM0.02%$439,59211.9KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$439,55611.9KQ1 2026
Glenmede Investment Management, LP$20.7B AUM0.00%$437,6209.3KQ3 2025OLDER
State of Wyoming$844M AUM0.05%$435,05911.8KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$433,58011.4KQ1 2026
LOOMIS SAYLES & CO L P$74.3B AUM0.00%$430,0569.0KQ2 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$427,40011.8KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.01%$425,51710.6KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.02%$414,74911.3KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$414,2608.8KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$410,7878.7KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.03%$403,9048.5KQ3 2025OLDER
Gallacher Capital Management LLC$261M AUM0.15%$396,72410.8KQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$395,32310.7KQ1 2026
CenterBook Partners LP$1.9B AUM0.02%$393,8278.2KQ2 2025OLDER
Vestcor Inc$3.6B AUM0.01%$389,00010.6KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$379,2879.4KQ4 2025OLDER
Scientech Research LLC$120M AUM0.13%$375,9568.0KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$372,06510.1KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.04%$370,4807.7KQ2 2025OLDER
NATIXIS ADVISORS, LLC$71.9B AUM0.00%$370,00010.0KQ1 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$366,9917.7KQ2 2025OLDER
Bridgefront Capital, LLC$402M AUM0.09%$358,3838.9KQ4 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$356,4739.7KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$355,8508.9KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.11%$352,2637.3KQ2 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$351,2019.5KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$346,5589.4KQ1 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$345,0109.4KQ1 2026
Creative Planning$147.4B AUM0.00%$343,2479.3KQ1 2026
Optiver Holding B.V.$289.5B AUM0.00%$341,0557.2KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$340,6398.5KQ4 2025OLDER
OP Asset Management Ltd$8.4B AUM0.00%$340,3338.5KQ1 2026
Teza Capital Management LLC$27M AUM0.25%$338,7447.1KQ2 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$332,2138.3KQ4 2025OLDER
111 Capital$406M AUM0.06%$330,2116.9KQ2 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$326,7046.6KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$322,8548.8KQ1 2026
South Street Advisors LLC$690M AUM0.04%$322,2816.8KQ3 2025OLDER
Vest Financial, LLC$8.3B AUM0.00%$318,0288.6KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.01%$313,3108.5KQ1 2026
Versor Investments LP$41M AUM0.06%$309,1356.5KQ3 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$306,0086.4KQ2 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$292,6716.2KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$291,1997.9KQ1 2026
Fortress Financial Solutions, LLC$96M AUM0.36%$288,2376.0KQ2 2025OLDER
Shay Capital LLC$1.2B AUM0.02%$276,4507.5KQ1 2026
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$268,3417.3KQ1 2026
Bradley & Co. Private Wealth Management, LLC$190M AUM0.14%$267,5067.2KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$267,4567.3KQ1 2026
Caitlin John, LLC$167M AUM0.16%$262,0017.1KQ1 2026
Institute for Wealth Management, LLC.$938M AUM0.03%$259,2925.5KQ3 2025OLDER
Greenfield Seitz Capital Management, LLC$332M AUM0.08%$255,8086.9KQ1 2026
SIR Capital Management, L.P.$1.1B AUM0.02%$254,3346.9KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$251,4165.2KQ2 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$250,2796.8KQ1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$246,1516.7KQ1 2026
DRW Securities, LLC$7.2B AUM0.01%$243,8936.1KQ4 2025OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.01%$243,3316.1KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$242,1456.0KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$241,5575.1KQ3 2025OLDER
PharVision Advisers, LLC$10M AUM0.12%$241,0396.0KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$238,9895.9KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$236,2366.4KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$234,6065.0KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$234,3235.0KQ3 2025OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.01%$233,2506.3KQ1 2026
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.02%$232,6443.9KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$229,2696.2KQ1 2026
Net Worth Advisory Group$482M AUM0.05%$227,4785.7KQ4 2025OLDER
SHERBROOKE PARK ADVISERS LLC$39M AUM0.59%$226,6075.6KQ4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.02%$225,8054.7KQ2 2025OLDER
Claret Asset Management Corp$837M AUM0.03%$225,0004.8KQ3 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$219,6854.6KQ3 2025OLDER
Quarry LP$558M AUM0.04%$218,9125.9KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$218,3194.6KQ2 2025OLDER
Sagewood Asset Management LP$319M AUM0.07%$217,8795.9KQ1 2026
RiverFront Investment Group, LLC$6.5B AUM0.00%$217,8445.4KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.04%$217,7234.6KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$217,4745.9KQ1 2026
Olympiad Research LP$33M AUM0.30%$214,6974.5KQ3 2025OLDER
Voleon Capital Management LP$4.6B AUM0.00%$213,5675.8KQ1 2026
Dynasty Wealth Management, LLC$11.5B AUM0.00%$211,0344.5KQ3 2025OLDER
Capula Management Ltd$14.1B AUM0.00%$210,9705.2KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$208,7015.7KQ1 2026
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$206,8295.1KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$206,2014.4KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$204,7395.1KQ4 2025OLDER
Sender Co & Partners, Inc.$165M AUM0.02%$204,1984.3KQ3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$202,1154.2KQ2 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$201,8455.5KQ1 2026
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$201,6295.0KQ4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$201,0004.3KQ3 2025OLDER
Harbour Capital Advisors, LLC$525M AUM0.04%$200,2394.2KQ2 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$200,1495.4KQ1 2026
DANSKE BANK A/S$41.5B AUM0.00%$194,6585.3KQ1 2026
CWM, LLC$38.1B AUM0.00%$152,0484.1KQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.01%$147,0003.1KQ3 2025OLDER
Bayforest Capital Ltd$89M AUM0.16%$146,8504.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$146,5434.0KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$146,2974.0KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$139,0123.5KQ4 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$134,4653.6KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$132,2023.6KQ1 2026
KBC Group NV$39.9B AUM0.00%$130,0003.5KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$119,8323.3KQ1 2026
STRS OHIO$25.2B AUM0.00%$110,8753.0KQ1 2026
Leonteq Securities AG$2.7B AUM0.00%$109,5853.0KQ1 2026
Cove Street Capital, LLC$77M AUM0.14%$108,7672.3KQ3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$107,0802.9KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$104,8672.8KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$104,4532.8KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.00%$102,8722.6KQ4 2025OLDER
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$102,0002.8KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$98,9692.7KQ1 2026
Cetera Trust Company, N.A$177M AUM0.05%$93,1452.5KQ1 2026
Horizon Investments, LLC$8.9B AUM0.00%$91,0932.3KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$91,0932.3KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$86,3262.3KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$85,4052.3KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$82,5812.1KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$80,4282.2KQ1 2026
Arlington Trust Co LLC$1.2B AUM0.01%$79,8261.7KQ3 2025OLDER
Covestor Ltd$144M AUM0.05%$75,0002.0KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$72,9832.0KQ1 2026
SITTNER & NELSON, LLC$274M AUM0.03%$72,7252.0KQ1 2026
Avion Wealth$484M AUM0.01%$72,0002.0KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.01%$70,0711.9KQ1 2026
BOK Financial Private Wealth, Inc.$1.7B AUM0.00%$68,9411.9KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.01%$68,7081.9KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$64,7761.8KQ1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$59,4561.5KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$55,3291.2KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$55,2661.6KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$55,0691.5KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$52,5261.4KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$51,8041.4KQ1 2026
Anchor Investment Management, LLC$1.2B AUM0.00%$46,9971.3KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$44,8091.2KQ1 2026
Byrne Asset Management LLC$185M AUM0.03%$40,749850Q2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$39,6981.1KQ1 2026
EASTERN BANK$6.5B AUM0.00%$36,8601.0KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$29,672805Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$29,130790Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$24,876663Q1 2026
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$23,694587Q4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$23,369634Q1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.01%$22,779618Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$19,816538Q1 2026
GAMMA Investing LLC$2.7B AUM0.00%$18,283496Q1 2026
Centerpoint Advisors, LLC$307M AUM0.01%$18,000479Q1 2026
Measured Wealth Private Client Group, LLC$366M AUM0.00%$17,326431Q4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$16,056439Q1 2026
Rise Advisors, LLC$284M AUM0.01%$15,222322Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$14,671398Q1 2026
Essential Partners LLC$250M AUM0.01%$14,430301Q1 2026
FINANCIAL CONSULATE, INC$803M AUM0.00%$14,376390Q1 2026
Capital Advisors, Ltd. LLC$880M AUM0.00%$14,000370Q1 2026
Binnacle Investments Inc$170M AUM0.01%$13,524286Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$13,242280Q3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$13,075276Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$11,248305Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$10,321280Q1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$10,115211Q2 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$10,050250Q4 2025OLDER
T. Rowe Price Investment Management, Inc.$145.2B AUM0.00%$10,000234Q4 2025OLDER
Tanglewood Legacy Advisors, LLC$276M AUM0.00%$9,584260Q1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$9,436256Q1 2026
Quent Capital, LLC$1.4B AUM0.00%$8,884221Q4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$8,627233Q1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$8,367227Q1 2026
J.Safra Asset Management Corp$1.9B AUM0.00%$7,446202Q1 2026
CX Institutional$3.5B AUM0.00%$7,000190Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$6,303171Q1 2026
Hemington Wealth Management$769M AUM0.00%$6,000137Q3 2025OLDER
Richardson Capital Management LLC$207M AUM0.00%$5,993125Q2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,972162Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$5,427135Q4 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$4,842101Q2 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$4,718128Q1 2026
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$4,716128Q1 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,644126Q1 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$4,349118Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$4,276116Q1 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,11487Q3 2025OLDER
ORG Partners LLC$568M AUM0.00%$4,059101Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$3,723101Q1 2026
Rakuten Securities, Inc.$241M AUM0.00%$3,723101Q1 2026
MAI Capital Management$17.7B AUM0.00%$3,39292Q1 2026
Manchester Capital Management LLC$694M AUM0.00%$3,31890Q1 2026
SOA Wealth Advisors, LLC.$530M AUM0.00%$3,31790Q1 2026
Capital A Wealth Management, LLC$9M AUM0.04%$3,26959Q3 2025OLDER
Torren Management, LLC$201M AUM0.00%$3,24788Q1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$3,20787Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$3,20787Q1 2026
Elyxium Wealth, LLC$312M AUM0.00%$3,13678Q4 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$3,07365Q3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2,94980Q1 2026
MidFirst Bank$1.2B AUM0.00%$2,80176Q1 2026
Sachetta, LLC$184M AUM0.00%$2,32363Q1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,24861Q1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,95453Q1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,84850Q1 2026
Westfuller Advisors, LLC$232M AUM0.00%$1,77848Q1 2026
Fortitude Family Office, LLC$448M AUM0.00%$1,76948Q1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,73247Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,65945Q1 2026
Aventura Private Wealth, LLC$273M AUM0.00%$1,62244Q1 2026
CAROLINAS WEALTH CONSULTING LLC$0 AUM0.00%$1,57132Q2 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$1,53432Q2 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,19925Q2 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,10630Q1 2026
Retirement Wealth Solutions LLC$181M AUM0.00%$1,08823Q3 2025OLDER

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