SEC 13F Intelligence

ORION S.A.

CUSIP L72967109

Orion S.A. has 176 institutional holders in Filings Flow’s 13F database, together reporting 51.39M shares worth $320M as of Q1 2026. The largest reported holders are Pzena Investment Management LLC, Blackrock, Inc., and Divisar Capital Management LLC.

Institutional Holders
176
Q1 2026
Reported Value
$320M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 119Q4 ’18Q1 ’19: 102Q2 ’19: 100Q2 ’19Q3 ’19: 91Q2 ’21: 133Q2 ’21Q4 ’21: 135Q4 ’22: 151Q4 ’22Q4 ’25: 173Q1 ’26: 176Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $808MQ4 ’18Q1 ’19: $584MQ2 ’19: $690MQ2 ’19Q3 ’19: $656MQ2 ’21: $1.4BQ2 ’21Q4 ’21: $2.7BQ4 ’22: $597MQ4 ’22Q4 ’25: $269MQ1 ’26: $320MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Divisar Capital Management LLC$392M AUM5.91%$23M3.57MQ1 2026OLDER
Inherent Management Corp.$197M AUM3.70%$6M851.5KQ3 2025OLDER
Medina Value Partners, LLC$477M AUM2.19%$9M1.24MQ3 2025OLDER
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM0.75%$1M216.8KQ2 2026
Harvey Partners, LLC$1.3B AUM0.67%$8M1.30MQ1 2026OLDER
Minneapolis Portfolio Management Group, LLC$942M AUM0.57%$5M830.6KQ1 2026OLDER
Walnut Level Capital LLC$118M AUM0.49%$721,776136.7KQ4 2025OLDER
JB CAPITAL PARTNERS LP$581M AUM0.38%$2M335.0KQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM0.35%$880,562135.5KQ1 2026OLDER
ISTHMUS PARTNERS, LLC$953M AUM0.31%$1M187.2KQ3 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.22%$4M647.6KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.22%$352,04754.2KQ1 2026OLDER
GRIZZLYROCK CAPITAL, LLC$126M AUM0.20%$256,75039.5KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.19%$340,93852.5KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.16%$3M642.8KQ4 2025OLDER
Tiller Private Wealth, Inc.$281M AUM0.15%$423,70965.2KQ1 2026OLDER
DBA TRADING, LLC$201M AUM0.13%$256,75039.5KQ1 2026OLDER
WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM0.10%$280,69043.2KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM0.10%$1M204.6KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.10%$2M378.5KQ4 2025OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.10%$30M4.60MQ1 2026OLDER
Odyssean, LLC$274M AUM0.08%$229,41135.3KQ1 2026OLDER
Cruiser Capital Advisors, LLC$257M AUM0.08%$83,38011.0KQ3 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.08%$2M200.0KQ3 2025OLDER
CastleKnight Management LP$6.0B AUM0.05%$3M471.9KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$332,76625.7KQ4 2025OLDER
State of Wyoming$844M AUM0.05%$389,63659.9KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$527,26181.1KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$382,47250.5KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$229,67836.6KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.04%$103,07213.6KQ3 2025OLDER
First Pacific Advisors, LP$7.1B AUM0.04%$3M417.4KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.04%$522,81580.4KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.04%$201,69638.2KQ4 2025OLDER
COWA, LLC$371M AUM0.03%$103,84613.7KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.03%$152,68228.9KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.03%$2M232.4KQ1 2026OLDER
Tweedy, Browne Co LLC$1.3B AUM0.03%$397,28061.1KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.03%$9M1.39MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.03%$65,63710.1KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.03%$1M196.5KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$660,712101.6KQ1 2026OLDER
TERRIL BROTHERS, INC.$366M AUM0.02%$75,80010.0KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.02%$3M422.4KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.02%$90,94317.2KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M231.2KQ1 2026OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.02%$125,06019.2KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.02%$80,10012.3KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.02%$158,28224.4KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$914,511140.7KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M503.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$910,272172.4KQ4 2025OLDER
Petrus Trust Company, LTA$915M AUM0.01%$97,00912.8KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M277.2KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$16M2.48MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$167,66125.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$361,35555.6KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$374,57657.6KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.01%$2M332.6KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$215,95633.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$16M2.51MQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.01%$457,62070.4KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.01%$36,6415.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$65,8039.9KQ2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$13M1.95MQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$164,77831.2KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$224,25742.5KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$4M625.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$30,9465.9KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M273.9KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$3M409.6KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$894,642137.6KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$136,13020.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M622.8KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.00%$204,19131.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$252,65538.9KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$302,76057.3KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$715,000110.0KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$397,28061.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$13M2.06MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M252.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$879,975166.7KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$429,21756.6KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M414.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$387,28251.1KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$197,99726.1KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M294.2KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2,288352Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M586.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$118,48322.4KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$11M1.73MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M846.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$417,78464.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$733,101115.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$10M1.50MQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$3,224496Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,706724Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2,782428Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M171.5KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$2,752363Q3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$36,2445.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$658,424101.3KQ1 2026OLDER
Performa Ltd (US), LLC$442M AUM0.00%$4,550700Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$875,141134.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$675,344103.9KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$5,306700Q3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$289,08844.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$108,83616.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$93,52214.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$323,66149.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M178.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$83,94812.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7,6441.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$515,97879.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$483,64891.6KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$126,21516.7KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$1M192.7KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$54,8028.4KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$349,67346.1KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M550.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M327.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$423,61265.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$995,228153.1KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$108,51116.7KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$104,31916.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$8M1.28MQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$435,87867.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$18,7462.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M576.1KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$820,156108.2KQ3 2025OLDER
Jain Global LLC$24.2B AUM0.00%$94,84518.0KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$135,77317.9KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$26M3.96MQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$80,46412.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$14,6392.3KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$666,250102.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$7M1.36MQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$88,83711.7KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$374,45257.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$99,26418.8KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M453.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$440,37967.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$303,05157.4KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M897.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$155,38220.5KQ3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M210.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M441.3KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$192,62129.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$6M886.4KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$106,46914.0KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,021157Q1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$5,621742Q3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$8M1.21MQ1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$3,250500Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$204,31127.0KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$9,1131.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$6,8891.0KQ2 2026
Nuveen, LLC$369.3B AUM0.00%$885,697136.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M244.3KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$171,87326.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$340,03552.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$11,9471.8KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$87,36013.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M166.6KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$5,5231.0KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$303,14146.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$908,000139.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$84,30513.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$10M1.88MQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,743422Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,4901.1KQ3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$74,51511.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M248.8KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$32550Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$4M662.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$77,13611.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$74,75011.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$323,55149.8KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$852131Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$316,85360.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$17,2902.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$53,49110.1KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$101,89915.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$200,10126.4KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,276504Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$102,63515.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$77,12511.9KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$37157Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$361,07955.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$5,233805Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$171,93826.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$67,41810.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M201.5KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$1,944299Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$155,20223.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$16,1332.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$548,88784.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$51979.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$2,002308Q2 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$19,0563.6KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$17,5732.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,011459Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$137,64221.2KQ2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$19,5203.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$80,16112.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$71,44811.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$878135Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$58,7739.0KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$14322Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$43165Q2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$152Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$21533Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$2,155330Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$20,6503.2KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,743422Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2,834436Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,470380Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,164179Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$71Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1,651254Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$224Q4 2025OLDER

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