SEC 13F Intelligence

KTBKONTOOR BRANDS INC

CUSIP 50050N103 · Yahoo Finance ↗ · Google Finance ↗

Kontoor Brands Inc (KTB) has 404 institutional holders in Filings Flow’s 13F database, together reporting 56.18M shares worth $3.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Pnc Financial Services Group, Inc., and Vanguard Group Inc.

Institutional Holders
404
Q1 2026
Reported Value
$3.7B
Ticker
KTB
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 307Q2 ’19Q3 ’19: 339Q3 ’19Q2 ’21: 329Q2 ’21Q4 ’21: 305Q4 ’21Q4 ’22: 281Q4 ’22Q4 ’25: 402Q4 ’25Q1 ’26: 404Q1 ’26Q2 ’26: 28Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $2.1BQ2 ’19Q3 ’19: $3.1BQ3 ’19Q2 ’21: $8.4BQ2 ’21Q4 ’21: $7.8BQ4 ’21Q4 ’22: $1.1BQ4 ’22Q4 ’25: $3.4BQ4 ’25Q1 ’26: $3.7BQ1 ’26Q2 ’26: $13MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SKBA CAPITAL MANAGEMENT LLC$728M AUM3.36%$24M348.2KQ1 2026OLDER
Exit Wealth Advisors, LLC.$195M AUM1.03%$2M19.3KQ3 2025OLDER
Phocas Financial Corp.$637M AUM0.90%$6M81.6KQ1 2026OLDER
Massachusetts Wealth Management$231M AUM0.88%$2M28.8KQ1 2026OLDER
Stablepoint Partners, LLC$723M AUM0.78%$6M67.9KQ2 2026
American Trust Investment Advisors, LLC$181M AUM0.77%$1M19.8KQ1 2026OLDER
Seelaus Asset Management LLC$142M AUM0.56%$792,4809.5KQ2 2026
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.47%$660,74910.8KQ4 2025OLDER
Interval Partners, LP$3.8B AUM0.46%$18M249.8KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.42%$4M58.6KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.37%$5M88.6KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.36%$35M492.5KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.34%$16M229.1KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.33%$1M18.9KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.31%$1M15.1KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.30%$4M51.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.28%$2M29.2KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.26%$4M59.2KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.24%$423M6.02MQ1 2026OLDER
Optimize Financial Inc$203M AUM0.23%$461,1077.5KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.21%$8M107.7KQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.20%$9M131.9KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.18%$18M263.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.18%$8M131.5KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.17%$1M14.6KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.16%$2M26.7KQ4 2025OLDER
FINANCIAL ADVISORY PARTNERS, LLC$354M AUM0.15%$521,1307.4KQ1 2026OLDER
Level Wealth Management LLC$213M AUM0.15%$276,1643.5KQ3 2025OLDER
TAGStone Capital, Inc.$283M AUM0.14%$396,9065.6KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.14%$359,7815.1KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.14%$780,63511.1KQ1 2026OLDER
Arjuna Capital$393M AUM0.14%$555,7369.1KQ4 2025OLDER
Kesler, Norman & Wride, LLC$581M AUM0.13%$758,24912.4KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.13%$25M354.7KQ1 2026OLDER
Z3 Capital Partners, LLC$395M AUM0.12%$472,5996.7KQ1 2026OLDER
Mendel Money Management$239M AUM0.12%$280,9534.6KQ4 2025OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.11%$1M14.5KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.11%$8M104.5KQ3 2025OLDER
Optimist Retirement Group LLC$227M AUM0.11%$251,0763.6KQ1 2026OLDER
Endowment Wealth Management, Inc.$226M AUM0.11%$240,9943.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.11%$62M875.5KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.10%$87M1.09MQ3 2025OLDER
Shellback Capital, LP$703M AUM0.10%$2M20.0KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.10%$374,5755.3KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.09%$130,7591.86MQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.08%$2M21.7KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.08%$228,1512.9KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.08%$232,4713.6KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.07%$2M34.0KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.07%$21M301.5KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.07%$265,4083.2KQ2 2026
HOMESTEAD ADVISERS CORP$3.7B AUM0.07%$3M36.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.06%$48M686.9KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.06%$244,8903.5KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.06%$86M1.23MQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.06%$5M65.5KQ1 2026OLDER
Peak Asset Management, LLC$567M AUM0.06%$327,8095.4KQ4 2025OLDER
Goodman Advisory Group, LLC$385M AUM0.05%$204,4732.9KQ1 2026OLDER
Monument Capital Management$399M AUM0.05%$208,7613.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.05%$5M74.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.05%$212,6672.7KQ3 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.05%$2M24.4KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.05%$32M450.5KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.05%$205,3502.5KQ2 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.04%$1M17.8KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.04%$3M42.5KQ1 2026OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.04%$202,1692.5KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.04%$6M90.0KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$13M183.0KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$635,4929.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$61M863.5KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M31.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.04%$1M21.1KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$385,1726.3KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.04%$21M298.1KQ1 2026OLDER
Phillip James Consulting Co.$132M AUM0.04%$233Q4 2025OLDER
Walleye Capital LLC$24.0B AUM0.03%$8M115.3KQ1 2026OLDER
Boston Partners$95.5B AUM0.03%$32M528.7KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.03%$5M68.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$572,0208.1KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$10M148.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M67.1KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.03%$977,38213.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$959,45813.7KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.03%$435,0227.1KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M23.1KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.03%$223,4362.8KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$975,55513.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M22.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$6M88.9KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.03%$15M244.1KQ4 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.03%$527,5267.5KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$302,1693.8KQ3 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.03%$1M15.3KQ3 2025OLDER
Signature Equity Partners, LLC$186M AUM0.03%$48,374688Q1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M25.6KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.02%$91,7291.3KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.02%$136,1521.9KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.02%$23,703388Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.02%$1M20.2KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$2M23.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.02%$40M565.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$17M242.5KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M31.6KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$89M1.27MQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$5M75.2KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$24M340.1KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$13M178.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$558,4557.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.02%$4M60.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.02%$585,3039.6KQ4 2025OLDER
RBF Capital, LLC$2.0B AUM0.02%$321,2964.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$37M533.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$421,7406.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$4,94881Q4 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$291,8454.2KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$820,72411.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$81M1.15MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$234M3.32MQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$90M1.28MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$557,6817.9KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$106,2361.7KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$965,50313.7KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$542,2177.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$880,59312.5KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$979,14013.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$170M2.57MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$822,46311.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$523,9427.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M82.8KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$339,3604.8KQ1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.01%$15,835190Q2 2026
Trexquant Investment LP$13.9B AUM0.01%$1M19.5KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.01%$223,6213.2KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$994,74414.2KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$713,57710.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$553M7.86MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$9M117.8KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$125,3971.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$18M250.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M15.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$348,0065.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.01%$44,033552Q3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M33.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$68M969.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M34.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$10M146.7KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$303,4413.6KQ2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M24.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$7M97.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$36M519.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M78.1KQ4 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$340,0314.8KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.01%$1M14.0KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$52M733.7KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$21,833274Q3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$256,0894.2KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M64.3KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.01%$91,0971.1KQ3 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$692,2939.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$142M2.02MQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M23.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$27M381.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$63M897.7KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$483,4667.9KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$38M542.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$987,01114.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$67,057954Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M29.2KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$396,7975.6KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M16.0KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$79,0561.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$25M358.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$12M168.8KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.01%$927,26613.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$201,9162.9KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$852,75812.1KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$318,2185.2KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$165,9302.0KQ2 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$861,00214.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$40M573.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M14.5KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$255,6553.6KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.01%$474,3176.7KQ1 2026OLDER
PFA Pension, Forsikringsaktieselskab$33.2B AUM0.01%$2M27.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M88.1KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM0.01%$10,530132Q3 2025OLDER
Caitlin John, LLC$167M AUM0.01%$9,446134Q1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.01%$36,942443Q2 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$90M1.28MQ1 2026OLDER
Key FInancial Inc$562M AUM0.01%$31,279445Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$375M6.13MQ4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$201,5792.5KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.01%$382,2375.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M70.2KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.01%$7,732110Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$17M239.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$259,7054.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$144M2.05MQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$5M77.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$54,004648Q2 2026
Squarepoint Ops LLC$85.1B AUM0.00%$5M59.7KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$78M1.28MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$411,4075.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M61.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$889,02812.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$5M82.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M237.8KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.00%$417,6635.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M22.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$24M338.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$451,7546.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$145,0592.1KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$509,0457.2KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$9,982142Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$172M2.44MQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$61,422737Q2 2026
Swiss National Bank$173.8B AUM0.00%$7M104.1KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$18,627265Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$114,0971.7KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$15,253217Q1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$418,9036.9KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$5M68.4KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$370,94019.4KQ2 2026
Tidal Investments LLC$47.4B AUM0.00%$2M25.8KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$228,6533.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$909,13112.9KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$41,820606Q1 2026OLDER
KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM0.00%$15,077189Q3 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$4M58.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$899,71212.8KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$119,4931.7KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$1M20.6KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$7M104.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M90.6KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$329,0984.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M32.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M19.9KQ1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$27,282342Q3 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M32.0KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$35,145500Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$485,3536.9KQ2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M50.3KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$202,9352.5KQ3 2025OLDER
Creative Planning$147.4B AUM0.00%$4M63.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$25,686365.4KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$823,98511.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M18.7KQ1 2026OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$53,210757Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$226,9663.2KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$9,981142Q1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M14.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$945,61113.5KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$215,6503.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$369,6555.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$9,840140Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$537,1007.6KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$203,3542.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M20.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$34M490.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$8M125.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M25.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$601,8198.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$9M127.0KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$321,4944.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M26.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M20.1KQ3 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$443,3496.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M31.2KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$735,23310.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$4,48664Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M63.4KQ4 2025OLDER
Cetera Trust Company, N.A$177M AUM0.00%$3,97165Q4 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$20,668248Q2 2026
Legal & General Group Plc$432.4B AUM0.00%$9M124.6KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$347,7855.7KQ4 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M16.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$10M136.4KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$304,0754.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M14.7KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$11,462163Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$517,5257.4KQ2 2026
Millstone Evans Group, LLC$167M AUM0.00%$3,09344Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M25.3KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$503,6987.2KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$4,21760Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$7,099101Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$24,815350Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M26.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$303,4224.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$10,403148Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$9,208131Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$21,069300Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M69.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$290,8684.1KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$3,72553Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M15.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M24.6KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$305,4804.3KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$299,7874.3KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$6,53793Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M17.5KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$143,6732.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$105,7921.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$213,6283.0KQ1 2026OLDER
Trust Co$1.1B AUM0.00%$14,058200Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$62,769893Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$19,863249Q3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$339,8384.3KQ3 2025OLDER
Align Financial, LLC$176M AUM0.00%$2,24932Q1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.00%$3,20841Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$274,1693.4KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M134.9KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,64066Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$235,0503.3KQ1 2026OLDER
Catherine Avery Investment Management LLC$223M AUM0.00%$1,28115Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$832,70711.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M95.0KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,50018Q2 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$222,7953.6KQ4 2025OLDER
BankPlus Trust Department$374M AUM0.00%$4,00757Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$69,694992Q1 2026OLDER
FIL Ltd$128.7B AUM0.00%$1M22.5KQ4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$1M18.0KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$87,6321.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$51,444731Q2 2026
Westfuller Advisors, LLC$232M AUM0.00%$2,10930Q1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$18,196228Q3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$599,7848.5KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$8,157102Q3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$44,986640Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M45.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$203,5403.3KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$502,2047.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$4,63966Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M62.6KQ2 2026
Heritage Wealth Advisors$2.6B AUM0.00%$21,087300Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$115,4161.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$565,5958.1KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$2222.8KQ3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$38,731556Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M20.7KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$861,90812.3KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$313,0014.5KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$2,03829Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$265,1453.8KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$35,145500Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$13,863196Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$16,903240Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$12,218200Q4 2025OLDER
MTM Investment Management, LLC$316M AUM0.00%$1,96828Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M20.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$154,6382.2KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$16,641237Q1 2026OLDER
S&T BANK/PA$268M AUM0.00%$1,61723Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$12,649207Q4 2025OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$6,25689Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$5M74.6KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$551,2147.8KQ1 2026OLDER
1 NORTH WEALTH SERVICES LLC$277M AUM0.00%$1,64927Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$37,013526Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$12,160173Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$228,5833.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M16.8KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$27,835396Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$260,8783.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$349,2125.0KQ1 2026OLDER
Abound Wealth Management$504M AUM0.00%$2,52630Q2 2026
Winch Advisory Services, LLC$438M AUM0.00%$2,19531Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$293,2324.8KQ4 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$73312Q4 2025OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$4,42963Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$41,583592Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$8,997128Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$11,106158Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$5638Q1 2026OLDER
Aristotle Capital Management, LLC$47.8B AUM0.00%$210,5893.0KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$235,1203.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$401,2275.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$4,00757Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M33.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$852,54712.1KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,03929Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$27,062385Q1 2026OLDER
First Pacific Financial$777M AUM0.00%$2,81035Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$14,199202Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$23,612296Q3 2025OLDER
Colonial Trust Co / SC$735M AUM0.00%$2,75342Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$3896Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$468,6436.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$15,323218Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$287,4174.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$216,4713.5KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$9,770139Q1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$1,26518Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,918143Q2 2026
BARCLAYS PLC$416.3B AUM0.00%$1M17.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$16,494270Q4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,67621Q3 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$211,2923.0KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$1,11616Q1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$2,10930Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$238,2293.9KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,22220Q2 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$218,0653.5KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$675,6989.6KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$6,60894Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$5509Q4 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$9,981142Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$24,673348Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$84312Q1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.00%$6339Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$872,71912.4KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$6,964114Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$91413Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$6,842112Q4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$59,957853Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$3525Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$2,65638Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$4627Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$31,490448Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$1,47621Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$84,9831.2KQ1 2026OLDER
Davis Capital Management$169M AUM0.00%$2503Q2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$224,9283.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$28,221401Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$212,6983.0KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,14816Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1412Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,03929Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$3,36055Q4 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$15,883260Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$20,980263Q3 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2814Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$200,4422.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$18,065257Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$6339Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$2503Q2 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$6339Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$74,9991.1KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1,12516Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2113Q1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$83310Q2 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$27,413390Q1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,27716Q3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1222Q4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$4226Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$4937Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,10930Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1843Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$24,930355Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$3656Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$3525Q1 2026OLDER
Reyes Financial Architecture, Inc.$179M AUM0.00%$611Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$18,327300Q4 2025OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$611Q4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1672Q2 2026
DANSKE BANK A/S$41.5B AUM0.00%$12,218200Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$91711Q2 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,76578Q4 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$701Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$991Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$12,707208Q4 2025OLDER
EASTERN BANK$6.5B AUM0.00%$1,16714Q2 2026
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$1412Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$1,47621Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$4,92070Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$44,283630Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1602Q3 2025OLDER
Investors Research Corp$523M AUM0.00%$701Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2113Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$1412Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$711Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4927Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$5,42468Q3 2025OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$1412Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$2113Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$91413Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$11,738167Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$79413Q4 2025OLDER

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