SEC 13F Intelligence

LADRLADDER CAP CORP

CUSIP 505743104 · Yahoo Finance ↗ · Google Finance ↗

Ladder Cap Corp (LADR) has 221 institutional holders in Filings Flow’s 13F database, together reporting 77.09M shares worth $733M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Jennison Associates LLC.

Institutional Holders
221
Q1 2026
Reported Value
$733M
Ticker
LADR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 167Q4 ’18Q1 ’19: 181Q2 ’19: 163Q2 ’19Q3 ’19: 157Q2 ’21: 149Q2 ’21Q4 ’21: 147Q4 ’22: 171Q4 ’22Q4 ’25: 206Q1 ’26: 221Q1 ’26Q2 ’26: 10filingsflow.com
Total reported value
Q4 ’18: $2.8BQ4 ’18Q1 ’19: $3.1BQ2 ’19: $3.4BQ2 ’19Q3 ’19: $3.5BQ2 ’21: $1.7BQ2 ’21Q4 ’21: $2.2BQ4 ’22: $285MQ4 ’22Q4 ’25: $842MQ1 ’26: $733MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Access Investment Management LLC$376M AUM1.26%$5M483.8KQ1 2026OLDER
Almitas Capital LLC$443M AUM0.64%$3M290.5KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.59%$1M143.5KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.57%$4M371.7KQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.55%$1M125.7KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.52%$5M482.2KQ1 2026OLDER
Capital Square, LLC$217M AUM0.32%$699,35267.6KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.27%$5M421.6KQ3 2025OLDER
Axecap Investments, LLC$145M AUM0.26%$415,24337.8KQ4 2025OLDER
Waterloo Capital, L.P.$1.4B AUM0.21%$3M310.7KQ1 2026OLDER
DELPHI FINANCIAL GROUP, INC.$222M AUM0.20%$439,65045.0KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.19%$3M257.4KQ4 2025OLDER
Ruggaard & Associates LLC$252M AUM0.17%$423,59643.4KQ1 2026OLDER
Morey & Quinn Wealth Partners, LLC$141M AUM0.13%$187,57419.2KQ1 2026OLDER
MQS Management LLC$148M AUM0.13%$227,25520.8KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.10%$3M307.6KQ1 2026OLDER
RHODES INVESTMENT ADVISORS INC /ADV$116M AUM0.09%$109,91311.3KQ1 2026OLDER
CFO CAPITAL MANAGEMENT LLC$121M AUM0.09%$112,35511.5KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.08%$731,50566.6KQ4 2025OLDER
VARCOV Co.$268M AUM0.08%$203,02918.5KQ4 2025OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.07%$4M399.6KQ3 2025OLDER
Samalin Investment Counsel, LLC$282M AUM0.05%$150,46515.4KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.05%$75M7.71MQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.05%$7M667.6KQ1 2026OLDER
SEVEN MILE ADVISORY$139M AUM0.05%$282,65025.7KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$274,35128.1KQ1 2026OLDER
Clark Wealth Partners$149M AUM0.04%$56,1305.6KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.04%$235,45724.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.04%$26M2.71MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.03%$3M356.9KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.03%$34,9123.2KQ3 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.03%$7M652.0KQ3 2025OLDER
Asset One Wealth Management LLC$904M AUM0.02%$181,31316.6KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.02%$138,23514.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$27M2.81MQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.02%$2M190.4KQ1 2026OLDER
Private Capital Advisors, Inc.$872M AUM0.02%$176,81718.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$31M3.16MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$949,82097.2KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$11M1.10MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$13M1.36MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$14M1.39MQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$1M140.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.01%$4M437.4KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$292,48329.9KQ1 2026OLDER
Burk Holdings LLC$233M AUM0.01%$28,9493.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$3M309.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$117,46512.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M111.4KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.01%$13,1021.34MQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$444,53540.4KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$9M930.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M215.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$689,23963.2KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$190,65219.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$7M689.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$6M565.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$397,80540.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M1.32MQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$102,83910.5KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$124,34512.7KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.01%$92,4739.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$21M2.11MQ1 2026OLDER
NFSG Corp$608M AUM0.00%$29,8213.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M236.7KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$170,51917.5KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$13,5831.2KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$19M1.98MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M104.1KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M257.4KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.00%$139,64812.8KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$207,88221.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$27M2.75MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$574,44758.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$93,2749.5KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$115,65410.5KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$277,22428.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$43,1644.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$308,57631.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$48M4.96MQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$11,7151.1KQ2 2026
Vise Technologies, Inc.$5.1B AUM0.00%$112,83410.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$101,50010.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$84,3548.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$14M1.47MQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M214.2KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$71,2127.2KQ2 2026
Parallel Advisors, LLC$5.6B AUM0.00%$118,21712.1KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M672.4KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.00%$175,86018.0KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$155,34315.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$307,51131.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$122M11.07MQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$7M699.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$27M2.80MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$97M9.97MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M229.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$12M1.19MQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$417,22942.7KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$223,92822.9KQ2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$500,18551.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$635,65665.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$935,67295.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$735,29075.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M226.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M148.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$13,6811.4KQ2 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$48M4.94MQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$175,82118.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M462.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$702,86471.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$17M1.73MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M105.5KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$678,37362.2KQ3 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$127,96211.6KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$28M2.85MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$243,64724.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M105.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$61,0826.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M515.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$228,59220.8KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$151,70315.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$957,19698.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$357,07436.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$259,69123.8KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$197,35420.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$255,02626.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$102,47810.5KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$132,90612.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$483,55249.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$36,9893.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$130,14613.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M162.7KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$33,2183.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$155,29415.9KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$34,2793.1KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$17,1041.7KQ2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M183.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$315,93232.3KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$1,330121Q4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M161.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$34,4443.2KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M354.1KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,290132Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$157,13116.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$357,55036.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M351.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$569,25058.3KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$50852Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$327,27033.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$810,52674.3KQ3 2025OLDER
Quarry LP$558M AUM0.00%$2,433249Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$507,18051.9KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$117,12311.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$791,26381.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M206.8KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$11,6841.1KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$228,71123.4KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$7,920720Q4 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$119,38612.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$12,1151.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M460.3KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$65667Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$302,29030.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M463.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$500,39051.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,01292Q4 2025OLDER
Triumph Capital Management$491M AUM0.00%$1,456146Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$10,0001.0KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,075110Q1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$977100Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$261,42526.8KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$362,48737.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$384,80839.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$534,75154.7KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$2,443250Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$7,845803Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$539,20155.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M223.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$243,63122.3KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$161,86016.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M104.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$431,78544.2KQ1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$45141Q4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$3,297300Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$137,14114.0KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$72,9007.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$175,33217.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$13,9751.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$792,29681.1KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$3,297300Q4 2025OLDER
Essential Partners LLC$250M AUM0.00%$50547Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1M129.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$999,709102.3KQ2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$176,63218.1KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$8,627883Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$113,31310.8KQ3 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,134116Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,393142.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$134,79912.3KQ4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$63665Q1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.00%$10,3621.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,677274Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$569,02558.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$268,46027.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$5,383551Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$410,14742.0KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$25,9062.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,748279Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$25,4022.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$22,2772.0KQ4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$42,1584.3KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,091100Q3 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$9810Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$24,4642.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$177,15918.1KQ1 2026OLDER
BROOKFIELD Corp /ON/$74.2B AUM0.00%$52,8955.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$5,334546Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$399,00040.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$517,06752.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$22,1002.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,202123Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$219,60922.5KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$37036Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$13,4381.4KQ2 2026
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$727Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,310134Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$2,879262Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$63,6126.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$19,8042.0KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$73667Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$5,989613Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$19,7062.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$5,461559Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$889Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$40,7404.2KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$23324Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$54755Q2 2026
Blue Trust, Inc.$8.7B AUM0.00%$1,036106Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$215,68422.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$27525Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$121.1KQ3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$232Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$6,585674Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$34235Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,983510Q2 2026
Hughes Financial Services, LLC$651M AUM0.00%$101Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$987101Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$101Q1 2026OLDER

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