SEC 13F Intelligence

ARDAGH METAL PACKAGING S A

CUSIP L02235106

Ardagh Metal Packaging S A has 218 institutional holders in Filings Flow’s 13F database, together reporting 121.95M shares worth $486M as of Q1 2026. The largest reported holders are Canyon Capital Advisors LLC, Arini Captial Management Ltd, and Blackrock, Inc..

Institutional Holders
218
Q1 2026
Reported Value
$486M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 97Q4 ’21Q4 ’22: 141Q4 ’22Q4 ’25: 200Q4 ’25Q1 ’26: 218Q1 ’26Q2 ’26: 9Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $890MQ4 ’21Q4 ’22: $355MQ4 ’22Q4 ’25: $501MQ4 ’25Q1 ’26: $486MQ1 ’26Q2 ’26: $11MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Anchorage Capital Advisors, L.P.$378M AUM8.37%$10M2.45MQ3 2025OLDER
Arini Captial Management Ltd$634M AUM7.19%$46M11.25MQ1 2026OLDER
CANYON CAPITAL ADVISORS LLC$772M AUM6.04%$47M11.52MQ1 2026OLDER
Anchorage Capital Group, L.L.C.$436M AUM4.25%$5M1.25MQ3 2025OLDER
Mountaineer Partners Management, LLC$201M AUM3.78%$8M1.88MQ1 2026OLDER
Diameter Capital Partners LP$1.1B AUM1.69%$18M4.47MQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM1.32%$10M2.04MQ2 2026
Monarch Alternative Capital LP$1.6B AUM0.73%$12M2.96MQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.59%$20M5.02MQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM0.53%$16M4.00MQ1 2026OLDER
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$357M AUM0.47%$2M413.7KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.31%$18M4.52MQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.22%$662,341163.5KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.14%$788,106194.6KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.10%$212,10752.4KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.10%$1M211.0KQ2 2026
Hillsdale Investment Management Inc.$3.7B AUM0.10%$4M869.1KQ1 2026OLDER
Hyperion Capital Advisors LP$208M AUM0.09%$182,25045.0KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.09%$315,77078.0KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.08%$1M275.1KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.08%$2M614.6KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.08%$553,765136.7KQ1 2026OLDER
Odyssean, LLC$274M AUM0.08%$212,35852.4KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$254,00061.9KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.06%$2M558.7KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.06%$6M1.42MQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.05%$856,117211.4KQ1 2026OLDER
Steadtrust LLC$198M AUM0.05%$94,80020.0KQ2 2026
Catalyst Funds Management Pty Ltd$591M AUM0.05%$277,79868.6KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.05%$372,05791.9KQ1 2026OLDER
Corvex Management LP$2.5B AUM0.05%$1M280.9KQ1 2026OLDER
R Squared Ltd$182M AUM0.04%$99,93425.0KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$710,102184.4KQ1 2026OLDER
Castleview Partners, LLC$195M AUM0.03%$68,29816.7KQ4 2025OLDER
Essex Financial Services, Inc.$1.8B AUM0.03%$584,532144.3KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.03%$8M1.92MQ1 2026OLDER
Intrepid Financial Planning Group LLC$248M AUM0.03%$75,49218.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$690,152170.4KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$4M886.5KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$189,22846.7KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$265,67265.6KQ1 2026OLDER
Clarity Financial LLC$919M AUM0.02%$189,92447.6KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$12M2.89MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.02%$13M3.11MQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.02%$103,13425.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.02%$62,90115.5KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.01%$154,81238.2KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.01%$143,00834.9KQ4 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$574,652141.9KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$161,34039.8KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$494,627122.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M313.9KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.01%$178,54844.1KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$817,755201.9KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$64,48316.2KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M255.9KQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.01%$432,550105.5KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$51,40312.7KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.01%$41,86110.3KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.01%$405,000100.0KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$13M3.27MQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.01%$99,23723.9KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.01%$63,25715.6KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$261,56164.6KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.01%$81,67220.2KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$56,89414.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$724,742178.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$43,20110.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$3M626.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$240,63959.4KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$3M839.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$19M4.64MQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.00%$82,33020.3KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$16,9184.2KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$30M7.29MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$725,607179.2KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$39,90010.0KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$179,27744.3KQ1 2026OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.00%$42,80010.0KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M854.6KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.00%$63,27913.3KQ2 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M565.9KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.00%$81,93020.0KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$1M353.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$6M1.36MQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.00%$44,40011.0KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.00%$112,42827.8KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.00%$7,6951.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$12,4893.0KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$7M1.74MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$478,470116.7KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$152,19637.1KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$154,69038.8KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$531,145131.1KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$8,1002.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$163,43840.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M305.7KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$40,70310.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M825.3KQ1 2026OLDER
NICOLET BANKSHARES INC$2.7B AUM0.00%$41,10010.0KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.00%$69,62617.0KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$47,20711.7KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M506.4KQ3 2025OLDER
Caprock Group, LLC$4.1B AUM0.00%$58,07714.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$264,57865.3KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$57,92514.3KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$339,91783.9KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$181,40044.8KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$51,53912.9KQ3 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$248,13561.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$64,18415.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$142,15935.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$76,48018.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$792,015198.5KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$964,374238.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$40,2379.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$41,44010.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$69,87517.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$404,76599.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$62,68315.7KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$6M1.49MQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,733428Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$68,03616.8KQ1 2026OLDER
Security National Bank$687M AUM0.00%$5,3901.4KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$5M1.26MQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,956457Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$143,12635.9KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$685,721169.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M1.33MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$24,9326.1KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$407,48799.4KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$106,40226.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$68,06517.1KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$1M286.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M350.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$364,30690.0KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$83,39120.9KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$502,767124.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$215,37153.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$1,337330Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$31M7.73MQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$839,160207.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$17,0314.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M698.4KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$129,75032.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$565,438139.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$8M1.88MQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$64,37915.9KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$263,06064.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$250,62462.8KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$7M1.73MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$49,30512.2KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$40,95710.1KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$75,44318.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,471610Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$8M1.86MQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$177,70643.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M691.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$10M2.52MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M469.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M497.6KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$59,33914.9KQ3 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$6,5951.7KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$522,268129.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$167,22541.3KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$8,6102.1KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M292.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M372.1KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$738180Q4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$146,04736.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$6,3831.6KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$41,41110.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$398,76398.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$597,091145.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M420.9KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$3,074759Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$131,70632.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$103,18625.5KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$648160Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$112,66327.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$687,204169.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$187,04546.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$32,8008.0KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,5992.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$81,90820.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$8M2.00MQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,511620Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$63,05515.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$88,99922.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$102,62725.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$152,25237.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,932477Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$5,5811.4KQ2 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$59,66814.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$34986Q1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$1,417355Q3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$304,56775.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M249.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$286,28270.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$128,08131.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,776452Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,218468Q2 2026
Arax Advisory Partners$3.5B AUM0.00%$1,928476Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$433106.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$754,890192.1KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$91,38722.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$12,3973.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$48,11411.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$63,92915.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$213,73452.8KQ2 2026
CVA Family Office, LLC$950M AUM0.00%$38194Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,321326Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$39,0999.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$30,5827.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$13834Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$76,13218.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$104,17025.7KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$648160Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,626639Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$13,3253.3KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$96,09123.7KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,041257Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,446357Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$8120Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$11,9382.9KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$29,7707.3KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$44,34110.8KQ4 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$328Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$10,1252.5KQ1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$28,9377.1KQ2 2026
GAMMA Investing LLC$2.7B AUM0.00%$25654Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$7719Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$369Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,465359Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$12631Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$205Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$309,65576.5KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,758434Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$110,47627.3KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$9824Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$10,7452.7KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$738182Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$123Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$133Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$25163Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$4912Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$475117Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,150284Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2,309570Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$297Q4 2025OLDER

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