SEC 13F Intelligence

KTOSKRATOS DEFENSE & SEC SOLUTIO

CUSIP 50077B207 · Yahoo Finance ↗ · Google Finance ↗

Kratos Defense & Sec Solutio (KTOS) has 699 institutional holders in Filings Flow’s 13F database, together reporting 167.37M shares worth $11.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and State Street Corp.

Institutional Holders
699
Q1 2026
Reported Value
$11.3B
Ticker
KTOS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 151Q4 ’18Q1 ’19: 178Q2 ’19: 176Q2 ’19Q3 ’19: 191Q2 ’21: 218Q2 ’21Q4 ’21: 219Q4 ’22: 226Q4 ’22Q4 ’25: 651Q1 ’26: 699Q1 ’26Q2 ’26: 34filingsflow.com
Total reported value
Q4 ’18: $2.9BQ4 ’18Q1 ’19: $2.2BQ2 ’19: $3.4BQ2 ’19Q3 ’19: $2.8BQ2 ’21: $10.5BQ2 ’21Q4 ’21: $9.8BQ4 ’22: $619MQ4 ’22Q4 ’25: $11.0BQ1 ’26: $11.3BQ1 ’26Q2 ’26: $54Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Rovida Investment Management Ltd$797M AUM15.68%$125M1.77MQ1 2026OLDER
Spear Advisors LLC$134M AUM4.70%$6M89.4KQ1 2026OLDER
S SQUARED TECHNOLOGY, LLC$264M AUM4.66%$12M174.5KQ1 2026OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM4.06%$76M1.07MQ1 2026OLDER
Jericho Capital Asset Management L.P.$6.8B AUM2.76%$187M2.65MQ1 2026OLDER
GARNET EQUITY CAPITAL HOLDINGS, INC.$642M AUM2.74%$21M275.5KQ4 2025OLDER
Lumbard & Kellner, LLC$289M AUM2.57%$7M105.3KQ1 2026OLDER
Fogel Capital Management, Inc.$219M AUM2.51%$5M77.9KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM1.99%$28M390.9KQ1 2026OLDER
FengHe Fund Management Pte. Ltd.$724M AUM1.99%$35M464.9KQ4 2025OLDER
Hood River Capital Management LLC$10.0B AUM1.92%$191M2.71MQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM1.91%$246M3.49MQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM1.87%$59M835.9KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM1.77%$11M158.8KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM1.77%$5M68.0KQ1 2026OLDER
MinichMacGregor Wealth Management, LLC$567M AUM1.75%$10M140.4KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM1.75%$36M510.7KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM1.54%$8M119.5KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM1.51%$11M155.0KQ1 2026OLDER
DELPHI FINANCIAL GROUP, INC.$222M AUM1.40%$3M44.0KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM1.33%$55M783.1KQ1 2026OLDER
Bannerstone Capital Management, LLC$104M AUM1.33%$1M18.2KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM1.32%$5M74.2KQ1 2026OLDER
Future Fund LLC$284M AUM1.27%$4M51.1KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM1.25%$5M70.6KQ1 2026OLDER
Ghisallo Capital Management LLC$3.6B AUM1.17%$42M600.0KQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM1.14%$81M1.14MQ1 2026OLDER
Pinnacle Wealth Management, LLC$148M AUM1.11%$2M21.7KQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM1.07%$14M200.0KQ1 2026OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM1.05%$5M67.7KQ1 2026OLDER
Rockline Wealth Management, LLC$460M AUM1.00%$5M65.5KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM0.97%$18M259.8KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.92%$1M18.2KQ1 2026OLDER
EFG Asset Management (North America) Corp.$773M AUM0.89%$7M75.4KQ3 2025OLDER
Tribune Investment Group LP$261M AUM0.86%$2M31.9KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.86%$63M888.9KQ1 2026OLDER
Bouvel Investment Partners, LLC$345M AUM0.84%$3M40.8KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.82%$2M27.6KQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.77%$1M17.7KQ1 2026OLDER
MONETTA FINANCIAL SERVICES INC$129M AUM0.71%$986,83013.0KQ4 2025OLDER
Burkehill Global Management, LP$2.0B AUM0.70%$14M200.0KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.69%$16M225.0KQ1 2026OLDER
D L CARLSON INVESTMENT GROUP INC$582M AUM0.68%$4M55.8KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.67%$772,08510.9KQ1 2026OLDER
Global Financial Private Client, LLC$306M AUM0.66%$2M28.6KQ1 2026OLDER
Dupree Financial Group, LLC$248M AUM0.66%$2M23.8KQ4 2025OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.62%$1M21.2KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.61%$740,8829.8KQ4 2025OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.60%$1M19.1KQ1 2026OLDER
Harold Davidson & Associates Inc.$206M AUM0.60%$1M17.4KQ1 2026OLDER
MANAGED ASSET PORTFOLIOS, LLC$834M AUM0.59%$5M52.5KQ3 2025OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM0.58%$15M215.5KQ1 2026OLDER
Copperleaf Capital, LLC$209M AUM0.57%$1M13.0KQ3 2025OLDER
AlphaCentric Advisors LLC$100M AUM0.56%$564,0808.0KQ1 2026OLDER
Red Mountain Financial, LLC$106M AUM0.55%$583,8238.3KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.53%$3M41.5KQ1 2026OLDER
BancFirst Trust & Investment Management$226M AUM0.52%$1M18.0KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.50%$3M39.6KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM0.49%$1M16.5KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM0.49%$649,8209.2KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.49%$2M35.1KQ1 2026OLDER
MARIETTA INVESTMENT PARTNERS LLC$499M AUM0.48%$2M33.9KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.47%$7M100.0KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.46%$110M1.56MQ1 2026OLDER
Eos Management, L.P.$233M AUM0.45%$1M15.0KQ1 2026OLDER
Kaizen Financial Strategies$236M AUM0.45%$1M14.4KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.45%$4M51.6KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.42%$11M159.0KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.41%$2M23.5KQ1 2026OLDER
KADENSA CAPITAL Ltd$718M AUM0.40%$4M50.6KQ4 2025OLDER
JOSH ARNOLD INVESTMENT CONSULTANT, LLC$117M AUM0.38%$447,7396.3KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.38%$22M318.4KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.38%$470,6426.2KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.37%$79M861.1KQ3 2025OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.37%$2M22.2KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.37%$503,5876.6KQ4 2025OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM0.36%$928,61713.2KQ1 2026OLDER
Themes Management Co LLC$162M AUM0.36%$577,0548.2KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.35%$1M13.5KQ3 2025OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.34%$4M50.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.34%$3M36.7KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.34%$196M2.78MQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.34%$6M74.5KQ4 2025OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.33%$3M32.9KQ3 2025OLDER
Werlinich Asset Management, LLC$262M AUM0.33%$866,21817.4KQ2 2026
ARS Investment Partners, LLC$2.3B AUM0.33%$6M90.0KQ1 2026OLDER
HERBST GROUP, LLC$183M AUM0.32%$588,34811.8KQ2 2026
Eschler Asset Management LLP$100M AUM0.29%$431,0935.7KQ4 2025OLDER
MYDA Advisors LLC$608M AUM0.29%$2M20.0KQ4 2025OLDER
Freemont Management S.A.$661M AUM0.29%$2M26.9KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.27%$21M304.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.27%$21M290.9KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.27%$19M249.5KQ4 2025OLDER
Hodges Capital Management Inc.$1.2B AUM0.26%$3M39.4KQ4 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.26%$8M109.6KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.25%$712,85610.1KQ1 2026OLDER
Whitaker-Myers Wealth Managers, LTD.$599M AUM0.25%$1M12.5KQ3 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.25%$34M478.6KQ1 2026OLDER
BankChampaign, National Association$101M AUM0.24%$245,2653.2KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.24%$616,8396.8KQ3 2025OLDER
Scientech Research LLC$120M AUM0.24%$687,7427.5KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.23%$171M2.42MQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.22%$2M18.0KQ3 2025OLDER
Vann Equity Management LLC$140M AUM0.21%$298,4694.2KQ1 2026OLDER
Balboa Wealth Partners$596M AUM0.21%$1M17.9KQ1 2026OLDER
VestGen Investment Management$181M AUM0.21%$383,0815.4KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.21%$483,1356.9KQ1 2026OLDER
Cornell Pochily Investment Advisors, Inc.$340M AUM0.21%$700,5879.9KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.20%$300,1576.0KQ2 2026
LBP AM SA$7.3B AUM0.20%$15M207.8KQ1 2026OLDER
Box Hill Private Wealth LLC$125M AUM0.20%$249,3005.0KQ2 2026
Vident Advisory, LLC$11.7B AUM0.20%$23M332.9KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.20%$16M220.4KQ1 2026OLDER
Atlatl Advisers LLC$135M AUM0.19%$260,1823.7KQ1 2026OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.19%$6M84.3KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.18%$14M199.5KQ1 2026OLDER
Teton Advisors, LLC$142M AUM0.18%$258,0943.4KQ4 2025OLDER
Alamea Verwaltungs GmbH$135M AUM0.18%$237,1963.4KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.17%$23M330.0KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.17%$14M200.0KQ1 2026OLDER
Nikulski Financial, Inc.$405M AUM0.17%$683,0309.7KQ1 2026OLDER
Ranch Capital Advisors Inc.$277M AUM0.17%$462,0526.6KQ1 2026OLDER
Allred Capital Management, LLC$275M AUM0.17%$458,3156.5KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.17%$1M20.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.16%$26M366.2KQ2 2026
VAN ECK ASSOCIATES CORP$133M AUM0.16%$218,1113.09MQ1 2026OLDER
Quad-Cities Investment Group, LLC$278M AUM0.16%$455,4219.1KQ2 2026
Neo Ivy Capital Management$379M AUM0.16%$1M13.5KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.16%$155M2.19MQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.16%$731,47110.4KQ1 2026OLDER
Quartz Partners, LLC$259M AUM0.16%$413,7535.9KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.16%$2M17.5KQ3 2025OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.16%$461,8406.5KQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.15%$227,7303.0KQ4 2025OLDER
BAMCO INC /NY/$33.1B AUM0.15%$50M715.4KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM0.15%$385,7255.5KQ1 2026OLDER
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.15%$2M21.9KQ4 2025OLDER
COLUMBIA ADVISORY PARTNERS LLC$157M AUM0.15%$211,2472.3KQ3 2025OLDER
MRA Advisory Group$276M AUM0.14%$399,4788.0KQ2 2026
HBK INVESTMENTS L P$9.9B AUM0.14%$14M200.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.14%$577,6888.2KQ1 2026OLDER
REDW Wealth LLC$251M AUM0.14%$365,4804.0KQ3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.14%$3M41.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.14%$191M2.70MQ1 2026OLDER
Darden Wealth Group Inc$196M AUM0.14%$265,1173.8KQ1 2026OLDER
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.13%$307,2834.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.13%$5M66.2KQ1 2026OLDER
Prairie Wealth Advisors, Inc.$231M AUM0.13%$301,4300Q1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.13%$3M35.3KQ4 2025OLDER
Grandview Asset Management LLC$342M AUM0.13%$438,7126.2KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.13%$45M643.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.13%$10M136.2KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.13%$740,21410.5KQ1 2026OLDER
Ion Asset Management Ltd.$911M AUM0.12%$1M12.3KQ3 2025OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.12%$493,5707.0KQ1 2026OLDER
Heritage Trust Co$997M AUM0.12%$1M17.0KQ1 2026OLDER
JT Stratford LLC$786M AUM0.12%$941,37913.4KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.12%$102M1.11MQ3 2025OLDER
Semus Wealth Partners LLC$179M AUM0.12%$211,5303.0KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.12%$228,2413.2KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.12%$552,5167.8KQ1 2026OLDER
Private Wealth Group, LLC$259M AUM0.11%$228,4252.5KQ3 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.11%$274,9893.9KQ1 2026OLDER
VARCOV Co.$268M AUM0.11%$299,7384.3KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.11%$3M37.4KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.11%$69M978.1KQ1 2026OLDER
Financial Sense Advisors, Inc.$493M AUM0.11%$544,4087.7KQ1 2026OLDER
ION Fund Management Ltd$707M AUM0.11%$776,66811.0KQ1 2026OLDER
Altus Wealth Group LLC$244M AUM0.11%$268,0793.8KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.11%$605,1178.6KQ1 2026OLDER
Arosa Capital Management LP$660M AUM0.11%$705,10010.0KQ1 2026OLDER
Resurgent Financial Advisors LLC$277M AUM0.11%$293,8864.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.11%$3M49.0KQ1 2026OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.10%$2M26.7KQ1 2026OLDER
Moss Adams Wealth Advisors LLC$1.4B AUM0.10%$1M20.3KQ1 2026OLDER
Southern Financial Group, LLC$358M AUM0.10%$370,6715.3KQ2 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.10%$4M72.7KQ2 2026
AGP FRANKLIN, LLC$200M AUM0.10%$206,8062.9KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.10%$5M71.3KQ1 2026OLDER
Colonial River Investments, LLC$279M AUM0.10%$279,5024.0KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.10%$239,3813.4KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.10%$892,65712.7KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.10%$10M126.9KQ4 2025OLDER
Advisors Capital Management, LLC$8.6B AUM0.10%$8M117.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.10%$9M102.1KQ3 2025OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.10%$2M24.2KQ1 2026OLDER
Kooman & Associates$335M AUM0.09%$317,7894.5KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.09%$109M1.54MQ1 2026OLDER
INSIGHT 2811, INC.$239M AUM0.09%$225,6323.2KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.09%$319,1994.5KQ1 2026OLDER
United Capital Management of KS, Inc.$660M AUM0.09%$615,2008.7KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.09%$1M14.5KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.09%$696,9919.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.09%$4M61.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.09%$5M73.9KQ1 2026OLDER
POTENTIA WEALTH$259M AUM0.09%$224,2223.2KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.09%$148,0712.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.09%$5M63.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.09%$57M815.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.08%$51M729.2KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$607,7358.0KQ4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.08%$1M15.6KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.08%$10M136.5KQ4 2025OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.08%$2M20.8KQ4 2025OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.08%$29M404.2KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.08%$1M16.3KQ1 2026OLDER
EFG International AG$4.7B AUM0.08%$4M53.2KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.08%$1M17.7KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.08%$225,5502.5KQ3 2025OLDER
Excelsior Advisor Network LLC$263M AUM0.08%$201,4472.9KQ1 2026OLDER
Stone Summit Wealth LLC$359M AUM0.08%$273,9313.9KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.07%$2M27.0KQ3 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.07%$7M91.9KQ4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.07%$6M91.6KQ1 2026OLDER
Avestar Capital, LLC$1.6B AUM0.07%$1M16.1KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.07%$1M14.1KQ3 2025OLDER
RDA Financial Network$459M AUM0.07%$285,7774.1KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.07%$229,0163.2KQ1 2026OLDER
Kraft, Davis & Associates, LLC$479M AUM0.07%$310,7402.6KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.07%$280M3.98MQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.07%$9M128.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.07%$13M186.1KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.07%$123,7032.5KQ2 2026
Louisiana State Employees Retirement System$5.7B AUM0.07%$4M53.5KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.07%$262,0145.3KQ2 2026
Cinctive Capital Management LP$1.5B AUM0.07%$1M14.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.07%$39M575.8KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.06%$552,4467.8KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.06%$236,2083.4KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.06%$610,0538.7KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.06%$22M309.6KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.06%$19M266.5KQ1 2026OLDER
Granite FO LLC$169M AUM0.06%$105,7651.5KQ1 2026OLDER
Kercheville Advisors, LLC$313M AUM0.06%$227,7002.0KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.06%$14M203.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.06%$184M2.42MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.06%$362M5.14MQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.05%$55730Q4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.05%$2M25.1KQ4 2025OLDER
Parisi Gray Wealth Management$487M AUM0.05%$259,3865.2KQ2 2026
Squarepoint Ops LLC$85.1B AUM0.05%$45M634.2KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.05%$2M25.6KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.05%$3M45.4KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.05%$81M1.14MQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.05%$7M95.8KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$403,8415.3KQ4 2025OLDER
Balefire, LLC$613M AUM0.05%$294,5235.9KQ2 2026
Alphadyne Asset Management LP$5.8B AUM0.05%$3M38.0KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.05%$11M158.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.04%$8M109.0KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.04%$385,5495.5KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.04%$1M18.8KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$468,6096.6KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$3M41.4KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.04%$2M29.4KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.04%$256,4243.4KQ4 2025OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.04%$60,780862Q1 2026OLDER
Covalis Capital LLP$1.6B AUM0.04%$705,10010.0KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.04%$349,5895.0KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.04%$8M108.5KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.04%$1M18.4KQ4 2025OLDER
Aventura Private Wealth, LLC$273M AUM0.04%$114,5791.6KQ1 2026OLDER
My Portfolio Guide, LLC$181M AUM0.04%$74,0361.1KQ1 2026OLDER
JB CAPITAL PARTNERS LP$581M AUM0.04%$231,3433.3KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.04%$870,09312.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.04%$75M1.06MQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.04%$1M15.0KQ3 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.04%$3M45.8KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.04%$356,9925.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.04%$2.2B31.66MQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.04%$1M15.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$21M296.7KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$3M46.4KQ1 2026OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.04%$503,5827.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$183M2.59MQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.04%$959,50013.6KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$203,1352.7KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.04%$54,402771.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$40M570.6KQ1 2026OLDER
Oak Grove Capital LLC$1.2B AUM0.04%$437,1626.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.04%$7M102.8KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.04%$103,4311.1KQ3 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.04%$402,6125.7KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$27M382.5KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.04%$8M116.8KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.04%$5797.6KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.04%$3M37.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$4M50.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$25M354.7KQ1 2026OLDER
Olistico Wealth, LLC$203M AUM0.03%$70,5101.0KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.03%$517,6847.3KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.03%$1M15.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.03%$183M2.60MQ1 2026OLDER
Ellevest, Inc.$719M AUM0.03%$237,7452.6KQ3 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.03%$729,49710.3KQ1 2026OLDER
Hudock, Inc.$680M AUM0.03%$227,3953.2KQ1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.03%$63,459900Q1 2026OLDER
ORG Partners LLC$568M AUM0.03%$189,9222.5KQ4 2025OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.03%$14M221.9KQ1 2026OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.03%$222,3893.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.03%$1M17.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$610M8.65MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$37M530.2KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.03%$43M489.9KQ3 2025OLDER
Northside Capital Management, LLC$1.1B AUM0.03%$352,5505.0KQ1 2026OLDER
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.03%$214,7832.3KQ4 2025OLDER
Arlington Financial Advisors, LLC$702M AUM0.03%$211,5303.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M49.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.03%$4M59.1KQ1 2026OLDER
VICUS CAPITAL$1.4B AUM0.03%$384,3944.2KQ3 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$3M37.5KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.03%$142,5012.0KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.03%$2M28.0KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.03%$38,075540Q1 2026OLDER
Premier Path Wealth Partners, LLC$767M AUM0.03%$215,6903.1KQ1 2026OLDER
Enclave Advisors LLC$729M AUM0.03%$202,5052.9KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.03%$934,25813.3KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.03%$740,28410.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.03%$253,9073.6KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.03%$6M83.2KQ1 2026OLDER
BAXTER BROS INC$810M AUM0.03%$211,5303.0KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.03%$411,1346.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.03%$2M27.5KQ1 2026OLDER
GMT CAPITAL CORP$2.2B AUM0.03%$560,4137.9KQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.03%$477,6356.8KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.02%$303,5464.3KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$696,4279.9KQ1 2026OLDER
Bulwark Capital Corp$178M AUM0.02%$43,528873Q2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.02%$26M371.0KQ1 2026OLDER
IMG Wealth Management, Inc.$157M AUM0.02%$37,159527Q1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$9M118.8KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$5M74.9KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.02%$315,8854.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$371M5.26MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$90M1.28MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$1M15.0KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.02%$109,9961.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$3M37.8KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$2M26.0KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$327,1724.3KQ4 2025OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.02%$376,1005.3KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$254,0092.8KQ3 2025OLDER
Caitlin John, LLC$167M AUM0.02%$31,980350Q3 2025OLDER
HAP TRADING, LLC$1.4B AUM0.02%$314,69310.8KQ3 2025OLDER
MONECO ADVISORS, LLC$1.3B AUM0.02%$284,7194.0KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.02%$63,459900Q1 2026OLDER
PINKERTON WEALTH, LLC$1.1B AUM0.02%$240,7113.2KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.02%$75,151990Q4 2025OLDER
STATE STREET CORP$2.90T AUM0.02%$628M8.91MQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.02%$38,560547Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$283,4504.0KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.02%$787,73811.2KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$190,9902.5KQ4 2025OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.02%$444,7894.9KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.02%$500,1987.1KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$553,6457.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$88M1.24MQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.02%$238,3943.4KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.02%$37,229528Q1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.02%$209,1333.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$150M2.13MQ1 2026OLDER
Torren Management, LLC$201M AUM0.02%$38,790511Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$107M1.52MQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.02%$23,759313Q4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$9M121.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$3M37.5KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$15M213.5KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.02%$19M267.6KQ1 2026OLDER
Activest Wealth Management$569M AUM0.02%$95,0251.0KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M46.4KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.02%$360,8005.1KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.02%$734,64410.4KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$815,51911.6KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$46,537660Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.02%$25M352.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M27.1KQ1 2026OLDER
W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM0.02%$205,5832.3KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.02%$11M158.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$6M78.2KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.02%$397,7685.2KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.3B16.49MQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$59M833.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M14.8KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.02%$28,204400Q1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$10M133.1KQ4 2025OLDER
SPC Financial, Inc.$1.3B AUM0.02%$227,5112.5KQ3 2025OLDER
Leonteq Securities AG$2.7B AUM0.02%$472,6996.7KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$150,5082.13MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.02%$154M2.18MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$112M1.59MQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.02%$357,7685.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.02%$8M113.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.02%$62M880.6KQ1 2026OLDER
KINTRA WEALTH, LLC$1.4B AUM0.02%$235,8563.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M59.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M46.3KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$3M44.4KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$595,2698.4KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.02%$10M148.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$4M59.1KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$224,5043.2KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.02%$252,7053.3KQ4 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.02%$2M24.0KQ1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.02%$283,8734.0KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.02%$556,1837.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$251M3.31MQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$300,3024.3KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$621,1938.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M46.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$91M1.29MQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.01%$217,7862.9KQ4 2025OLDER
Modus Advisors, LLC$363M AUM0.01%$55,794735Q4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$469,5976.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$14M196.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$583M8.27MQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.01%$670,9739.5KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$425,5286.0KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.01%$2M29.3KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$3M49.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$8M110.5KQ1 2026OLDER
SHERMAN PORFOLIOS, LLC$1.3B AUM0.01%$205,1852.7KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$75,3751.1KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$2M32.2KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$22M316.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$24M334.0KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$862,19612.2KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.01%$46,748663Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$128,8921.8KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$543,6327.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M43.1KQ4 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$81,0161.1KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$368,5565.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M25.7KQ1 2026OLDER
McAdam, LLC$2.2B AUM0.01%$280,0664.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M22.9KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$2M22.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$327,8363.6KQ3 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$585,0218.3KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M20.3KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$285,7774.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$402,8955.7KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$734,78510.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$79M1.12MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$103M1.46MQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$8M114.3KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.01%$36,313515Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$13,284175Q4 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$824,61411.7KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.01%$48,511688Q1 2026OLDER
Kennebec Savings Bank$111M AUM0.01%$12,339175Q1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.01%$2M21.9KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.01%$11,846168Q1 2026OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.01%$840,93916.9KQ2 2026
Rise Advisors, LLC$284M AUM0.01%$30,335332Q3 2025OLDER
PFG Advisors$2.1B AUM0.01%$223,0943.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M40.2KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$139,7512.0KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.01%$260,8873.7KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$5M69.2KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.01%$332,1602.5KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M27.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M37.3KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$439,2076.2KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.01%$203,4932.9KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M21.4KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$13,158408Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$6M80.2KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$444,8486.3KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.01%$474,3935.2KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$23M324.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$74M1.04MQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.01%$23,057327Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$10M145.7KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.01%$14,878211Q1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$819,18211.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$8M120.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M42.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$553,6457.9KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$425,1454.7KQ3 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$317,4945.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$549,3437.8KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$522,1377.4KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.01%$46,153608Q4 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$222,5192.1KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$559,0037.9KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$690,2939.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$9M131.1KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$317,2954.5KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.01%$705,10010.0KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$271,0403.8KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$675,4869.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M29.9KQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$39,320518Q4 2025OLDER
Diversified Trust Co$5.4B AUM0.01%$406,4195.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M63.4KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.01%$198,0002.8KQ1 2026OLDER
Foster Group, Inc.$3.8B AUM0.01%$244,6583.2KQ4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.01%$32,153456Q1 2026OLDER
ALLIANZ SE$9.0B AUM0.01%$662,1599.4KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.01%$8,814125Q1 2026OLDER

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