SEC 13F Intelligence

LAMRLAMAR ADVERTISING CO

CUSIP 512816109 · Yahoo Finance ↗ · Google Finance ↗

Lamar Advertising Co (LAMR) has 686 institutional holders in Filings Flow’s 13F database, together reporting 2.50M shares worth $357M as of Q2 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
686
Q2 2026
Reported Value
$10.2B
Ticker
LAMR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 333Q4 ’18Q1 ’19: 355Q2 ’19: 367Q2 ’19Q3 ’19: 378Q2 ’21: 375Q2 ’21Q4 ’21: 407Q4 ’22: 433Q4 ’22Q4 ’25: 671Q1 ’26: 686Q1 ’26Q2 ’26: 41filingsflow.com
Total reported value
Q4 ’18: $12.7BQ4 ’18Q1 ’19: $20.7BQ2 ’19: $14.0BQ2 ’19Q3 ’19: $16.7BQ2 ’21: $95.1BQ2 ’21Q4 ’21: $30.7BQ4 ’22: $3.7BQ4 ’22Q4 ’25: $10.2BQ1 ’26: $10.2BQ1 ’26Q2 ’26: $357Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
LFL Advisers, LLC$332M AUM12.05%$40M316.3KQ1 2026OLDER
Hamlin Capital Management, LLC$4.4B AUM4.70%$209M1.34MQ2 2026
Van Cleef Asset Management,Inc$929M AUM2.88%$27M211.4KQ1 2026OLDER
Land & Buildings Investment Management, LLC$591M AUM2.87%$17M134.1KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM2.57%$4M26.4KQ2 2026
ELLERSON GROUP INC /ADV$153M AUM2.36%$4M28.5KQ1 2026OLDER
Ruffer LLP$2.4B AUM1.76%$43M338.5KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM1.74%$2M18.1KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM1.66%$12M78.0KQ2 2026
Signature Wealth Management Group$263M AUM1.64%$4M34.1KQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM1.62%$59M468.0KQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM1.56%$55M432.5KQ1 2026OLDER
Egerton Capital (UK) LLP$9.0B AUM1.53%$138M1.09MQ1 2026OLDER
Aurora Investment Counsel$180M AUM1.38%$3M21.6KQ3 2025OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM1.31%$25M201.2KQ1 2026OLDER
HOURGLASS CAPITAL, LLC$480M AUM1.28%$6M48.7KQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM1.18%$10M75.6KQ1 2026OLDER
WS MANAGEMENT LLLP$1.1B AUM1.14%$13M101.7KQ1 2026OLDER
Capital Investment Counsel, LLC$730M AUM1.07%$8M61.6KQ1 2026OLDER
NEW ENGLAND ASSET MANAGEMENT INC$786M AUM0.96%$8M59.9KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.96%$4M33.1KQ1 2026OLDER
WESTCO ADVISORY SERVICES INC /ADV$163M AUM0.87%$1M11.2KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.85%$8M65.2KQ1 2026OLDER
Sage Capital Management, LLC$213M AUM0.83%$2M13.9KQ1 2026OLDER
BENEDICT FINANCIAL ADVISORS INC$480M AUM0.75%$4M28.5KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.74%$136M1.08MQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM0.74%$9M70.3KQ1 2026OLDER
59 North Capital Management, LP$3.4B AUM0.72%$24M191.4KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.72%$5M40.5KQ1 2026OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.70%$7M59.1KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.66%$1M11.8KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.63%$25M198.7KQ1 2026OLDER
Militia Capital Management LLC$454M AUM0.62%$3M22.1KQ2 2026
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.59%$21M163.0KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.59%$12M97.5KQ1 2026OLDER
Independent Solutions Wealth Management, LLC$679M AUM0.57%$4M30.6KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.55%$6M46.1KQ1 2026OLDER
BEACON FINANCIAL GROUP$1.0B AUM0.54%$5M42.8KQ1 2026OLDER
Argent Advisors, Inc.$366M AUM0.50%$2M14.4KQ1 2026OLDER
Hedeker Wealth, LLC$474M AUM0.49%$2M18.3KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.49%$10M75.1KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.46%$27M214.9KQ1 2026OLDER
Adelante Capital Management LLC$1.5B AUM0.45%$7M52.3KQ1 2026OLDER
SWS Partners$405M AUM0.45%$2M14.5KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.45%$696,6305.5KQ1 2026OLDER
Meixler Investment Management, Ltd.$186M AUM0.43%$801,5796.3KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.42%$148M1.17MQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.42%$6M50.8KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.40%$1M11.3KQ1 2026OLDER
Wealth Advisory Solutions, LLC$449M AUM0.39%$2M14.0KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.36%$944,0577.5KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.36%$35M276.1KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.36%$730,7465.8KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.36%$44M350.1KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.34%$886,0607.0KQ4 2025OLDER
Boston Trust Walden Corp$12.2B AUM0.33%$40M312.3KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.32%$5M35.6KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.31%$3M23.9KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.31%$931,8387.4KQ1 2026OLDER
MQS Management LLC$148M AUM0.31%$456,8633.6KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.31%$60M471.6KQ1 2026OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.30%$657,4364.9KQ1 2026OLDER
Boston Partners$95.5B AUM0.30%$283M2.24MQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.28%$906,7675.8KQ2 2026
HARRELL INVESTMENT PARTNERS, LLC$461M AUM0.27%$1M7.9KQ2 2026
Jacobs Equity LLC$112M AUM0.26%$290,0512.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.25%$634,5915.2KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.25%$3M20.3KQ1 2026OLDER
VARCOV Co.$268M AUM0.24%$607,9644.8KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.24%$369M2.91MQ1 2026OLDER
Van Diest Capital, LLC$127M AUM0.24%$298,8302.4KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.23%$16M125.0KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.23%$729,5625.8KQ1 2026OLDER
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM0.23%$4M33.4KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.23%$1M10.2KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.22%$569,2104.5KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.21%$8M48.3KQ2 2026
Murphy Pohlad Asset Management LLC$279M AUM0.21%$576,1764.5KQ1 2026OLDER
MARKEL GROUP INC.$11.9B AUM0.20%$24M193.0KQ1 2026OLDER
1834 INVESTMENT ADVISORS CO$801M AUM0.20%$2M12.8KQ1 2026OLDER
Paralel Advisors LLC$2.4B AUM0.20%$5M37.2KQ1 2026OLDER
Powell Investment Advisors, LLC$290M AUM0.19%$562,1174.4KQ1 2026OLDER
SPWM Advisors LLC$115M AUM0.19%$222,7331.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.19%$633,4275.0KQ1 2026OLDER
Aegis Wealth Management LLC$175M AUM0.18%$306,2642.4KQ1 2026OLDER
ENDEAVOR PRIVATE WEALTH, INC.$349M AUM0.17%$600,7034.7KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.17%$938,0947.3KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.17%$1M9.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.17%$350M2.77MQ1 2026OLDER
MITCHELL SINKLER & STARR/PA$217M AUM0.17%$360,8542.8KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.16%$4M27.7KQ1 2026OLDER
Storgate, LLC$127M AUM0.16%$205,0631.6KQ1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM0.16%$2M16.4KQ1 2026OLDER
JB Capital LLC$2.5B AUM0.16%$4M30.3KQ1 2026OLDER
Blackston Financial Advisory Group, LLC$160M AUM0.15%$245,1251.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.15%$4M29.6KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.15%$2M18.9KQ1 2026OLDER
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.15%$564,5034.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.15%$2M16.3KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.15%$622,7874.9KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.14%$23M182.2KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.14%$4M32.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.14%$86M677.2KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.14%$48M382.1KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.14%$2M19.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.14%$14M110.1KQ1 2026OLDER
Pathfinder Wealth Consulting, Inc.$154M AUM0.14%$209,5581.7KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM0.14%$2M19.5KQ1 2026OLDER
CarsonAllaria Wealth Management, Ltd.$202M AUM0.13%$267,9802.1KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.13%$806,8246.4KQ1 2026OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.13%$239,7671.9KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.13%$6M48.6KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.13%$853,5137.0KQ3 2025OLDER
Tranquilli Financial Advisor LLC$171M AUM0.13%$221,0221.7KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.13%$4M33.0KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.13%$27M210.2KQ1 2026OLDER
Klingman & Associates, LLC$2.1B AUM0.12%$3M20.4KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.12%$4M29.6KQ1 2026OLDER
DigitalBridge Group, Inc.$1.6B AUM0.12%$2M15.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.12%$15M122.4KQ4 2025OLDER
SCHOLTZ & COMPANY, LLC$195M AUM0.12%$235,3341.9KQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.12%$681,3425.4KQ1 2026OLDER
Fulcrum Capital LLC$461M AUM0.12%$546,2854.3KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.11%$202,6561.6KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.11%$278,0182.2KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.11%$920,6677.3KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.11%$171M1.35MQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.11%$104M820.0KQ1 2026OLDER
First American Bank$1.6B AUM0.11%$2M13.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.11%$3M27.5KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.11%$2M14.8KQ1 2026OLDER
McElhenny Sheffield Capital Management, LLC$403M AUM0.11%$446,2213.6KQ3 2025OLDER
NovaPoint Capital, LLC$399M AUM0.11%$431,0413.5KQ3 2025OLDER
Tributary Capital Management, LLC$1.0B AUM0.10%$1M8.5KQ1 2026OLDER
AVENIR CORP$820M AUM0.10%$858,7556.8KQ1 2026OLDER
Copperleaf Capital, LLC$209M AUM0.10%$218,2921.8KQ3 2025OLDER
Provident Investment Management, Inc.$1.0B AUM0.10%$1M8.3KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.10%$292,7222.3KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.10%$211,7761.7KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.10%$8M62.1KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.10%$293,3442.3KQ1 2026OLDER
Alpha Omega Wealth Management LLC$617M AUM0.10%$597,7094.7KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.09%$59M464.7KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.09%$307,9102.4KQ1 2026OLDER
Centurion Wealth Management LLC$418M AUM0.09%$383,1422.5KQ2 2026
Entropy Technologies, LP$2.2B AUM0.09%$2M15.7KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.09%$3M19.9KQ1 2026OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.09%$290,7922.3KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.09%$5M42.7KQ1 2026OLDER
Lanham O'Dell & Company, Inc.$347M AUM0.09%$309,1082.4KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.09%$844,9496.7KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.09%$221,7031.8KQ3 2025OLDER
Sagewood Asset Management LP$319M AUM0.09%$275,8652.2KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.08%$506,6404.0KQ1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.08%$1M9.0KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.08%$812,9046.4KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.08%$229,5371.9KQ3 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.08%$989,3497.8KQ4 2025OLDER
Gilbert & Cook, Inc.$774M AUM0.08%$621,5214.9KQ1 2026OLDER
VICTORY FINANCIAL GROUP, LLC$814M AUM0.08%$652,6795.2KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.08%$447,0783.7KQ3 2025OLDER
Alliance Wealth Advisors, LLC$308M AUM0.08%$243,0171.6KQ2 2026
Cypress Wealth Services, LLC$708M AUM0.08%$550,3404.3KQ1 2026OLDER
Invst, LLC$886M AUM0.08%$685,3895.4KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.08%$1M9.5KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.08%$426,7373.4KQ1 2026OLDER
MASTER'S WEALTH MANAGEMENT INC.$295M AUM0.08%$224,8621.8KQ1 2026OLDER
Mission Creek Capital Partners, Inc.$501M AUM0.08%$376,6873.0KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.07%$999,9817.9KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.07%$10M77.0KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.07%$12M93.0KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.07%$487,7683.9KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.07%$6M44.8KQ4 2025OLDER
Accurate Wealth Management, LLC$831M AUM0.07%$590,0404.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.07%$154M1.25MQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.07%$284,8052.3KQ4 2025OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.07%$673,9975.3KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.07%$361,2342.9KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.07%$2M15.5KQ2 2026
Crawford Fund Management, LLC$520M AUM0.07%$428,4703.5KQ3 2025OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.07%$683,3315.4KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.06%$9M74.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$358,0002.9KQ3 2025OLDER
Optas, LLC$661M AUM0.06%$397,2093.1KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.06%$288,6582.3KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.06%$656,6235.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.06%$4M30.0KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M25.2KQ1 2026OLDER
BERKSHIRE HATHAWAY INC$263.1B AUM0.06%$152M1.20MQ4 2025OLDER
Virtue Capital Management, LLC$657M AUM0.05%$358,0172.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.05%$9M67.4KQ2 2026
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.05%$5M38.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.05%$17M131.7KQ1 2026OLDER
Platform Technology Partners$519M AUM0.05%$273,4592.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.05%$10M81.5KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.05%$282,2712.2KQ4 2025OLDER
Missouri Trust & Investment Co$341M AUM0.05%$176,0571.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$444,0703.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.05%$3M21.2KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.05%$17M135.8KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.05%$763,5066.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.05%$11M85.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.05%$948M7.49MQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.05%$662,5585.2KQ1 2026OLDER
RB Capital Management, LLC$471M AUM0.05%$235,1571.9KQ1 2026OLDER
CFO4Life Group, LLC$656M AUM0.05%$327,0312.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.05%$113,795899Q4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.05%$266M2.10MQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.05%$3M26.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.05%$9M71.4KQ1 2026OLDER
Chesley Taft & Associates LLC$2.6B AUM0.05%$1M8.0KQ2 2026
Impact Partnership Wealth, LLC$810M AUM0.05%$322,4562.6KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$4M33.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.05%$945,1377.5KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.05%$619,2594.9KQ1 2026OLDER
Stokes Family Office, LLC$969M AUM0.05%$457,8763.6KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.05%$839,2536.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.05%$522,8453.4KQ2 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.05%$290,6852.3KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.05%$116,299950Q3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.05%$280,5872.3KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.05%$12M96.4KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$13M106.5KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.04%$5M35.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.04%$17M134.9KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.04%$818,0666.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.04%$4M29.6KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$4M29.0KQ1 2026OLDER
McGlone Suttner Wealth Management, Inc.$755M AUM0.04%$324,2242.6KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.04%$7045.6KQ4 2025OLDER
BURNEY CO/$3.2B AUM0.04%$1M10.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.04%$26M207.4KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.04%$253,7772.1KQ3 2025OLDER
Frec Markets, Inc.$587M AUM0.04%$249,5202.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.04%$744,5075.9KQ1 2026OLDER
Legacy Financial Group LLC$795M AUM0.04%$332,1962.6KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.04%$3M20.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.04%$534,7584.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M36.9KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.04%$1M10.8KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.04%$48M389.7KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.04%$579,1204.6KQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.04%$556,8184.4KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$2M19.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.04%$1M9.8KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M11.9KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.04%$454,7893.6KQ1 2026OLDER
Penobscot Investment Management Company, Inc.$1.3B AUM0.04%$457,1163.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$13,038103Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.04%$17M138.0KQ1 2026OLDER
SPC Financial, Inc.$1.3B AUM0.03%$448,0573.7KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.03%$11M90.1KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M19.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$166M1.31MQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.03%$7M55.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.03%$98M727.2KQ1 2026OLDER
Guardian Partners Inc.$1.2B AUM0.03%$394,2933.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M20.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$40M317.3KQ1 2026OLDER
Apollo Management Holdings, L.P.$7.6B AUM0.03%$4M31.1KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$811,0046.4KQ1 2026OLDER
KPP Advisory Services LLC$689M AUM0.03%$217,0951.7KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.03%$225,7081.8KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.03%$2M18.9KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.03%$526,9064.2KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$355,5342.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$8M60.7KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.03%$2M19.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M17.8KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.03%$48,131380Q1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.03%$356,2592.3KQ2 2026
REAVES W H & CO INC$6.0B AUM0.03%$2M14.0KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$941,6127.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$34M269.0KQ1 2026OLDER
Vision Capital Management, Inc.$792M AUM0.03%$227,9881.8KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M14.4KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.03%$186,9501.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.03%$7M56.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.03%$2M15.1KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$310,8242.5KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.03%$76,623626Q3 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.03%$1M9.3KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.03%$1M10.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.03%$354,1412.8KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$5M35.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.03%$99M783.8KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM0.03%$183,5411.4KQ4 2025OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.03%$2M18.2KQ1 2026OLDER
Mechanics Bank Trust Department$808M AUM0.03%$213,6921.4KQ2 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.03%$165,0381.3KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M13.1KQ3 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.03%$4M30.0KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.03%$197M1.56MQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.03%$496,2533.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.03%$5M41.0KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.03%$834,3736.6KQ1 2026OLDER
FMR LLC$1.90T AUM0.03%$482M3.80MQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.03%$99,303784Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$164M1.29MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.02%$1M10.9KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.02%$275,2322.2KQ1 2026OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM0.02%$451,4163.6KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.02%$549,4224.3KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.02%$676,3445.3KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$1M10.3KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$1M8.0KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$5M38.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.02%$2M15.3KQ1 2026OLDER
Austin Private Wealth, LLC$1.3B AUM0.02%$317,4632.5KQ4 2025OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.02%$604,6284.8KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.02%$1M8.8KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M16.3KQ1 2026OLDER
Harbour Trust & Investment Management Co$943M AUM0.02%$213,1691.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$3M20.6KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.02%$518,2204.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M10.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.3B9.98MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.5B11.92MQ4 2025OLDER
Beacon Financial Strategies CORP$201M AUM0.02%$43,675280Q2 2026
Pallas Capital Advisors LLC$2.7B AUM0.02%$576,6834.6KQ1 2026OLDER
REAP Financial Group, LLC$507M AUM0.02%$109,329863Q1 2026OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.02%$1M11.7KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.02%$6M46.6KQ2 2026
True Wealth Design, LLC$360M AUM0.02%$76,630605Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.02%$10M83.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$203,9231.6KQ1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.02%$241,1611.9KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.02%$3M20.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$114M898.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$136M1.08MQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$231,2341.7KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.02%$3M27.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$7M57.8KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.02%$43,826360Q4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$321M2.53MQ1 2026OLDER
Quarry LP$558M AUM0.02%$90,958743Q3 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.02%$266,4932.1KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.02%$5M34.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$12M98.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$83M656.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$62M489.8KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.02%$34,630250Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.02%$97M766.5KQ2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$157,9371.25MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$701,9505.5KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$321,4612.5KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M14.0KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$5M38.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$831,3976.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M12.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$70M550.3KQ1 2026OLDER
1248 Management, LLC$216M AUM0.02%$38,378303Q1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.02%$234,4481.9KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.02%$310,5702.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M23.9KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.02%$2M15.4KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.02%$228,9831.8KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.02%$2M19.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$9M71.8KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.02%$843,9706.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$62M491.5KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.02%$1M8.1KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.02%$65,534540Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.02%$7M52.9KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.02%$131,3631.0KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.02%$12M95.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.02%$14M107.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M8.1KQ1 2026OLDER
Capital World Investors$732.9B AUM0.02%$114M903.0KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$618,0064.9KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$440,1003.6KQ3 2025OLDER
Mubadala Investment Co PJSC$20.5B AUM0.01%$3M21.2KQ3 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$663,0665.2KQ1 2026OLDER
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM0.01%$362,5012.9KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.01%$150,3461.2KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.01%$70,550557Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$8M60.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M21.8KQ1 2026OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.01%$314,8772.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M20.9KQ1 2026OLDER
Full Sail Capital, LLC$1.8B AUM0.01%$252,3082.1KQ3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$3M25.3KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.01%$43,037340Q4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$319,5632.5KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$428,0203.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$581,3694.6KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$287,1382.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M11.0KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M10.0KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.01%$239,5141.9KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$3M23.1KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$3M21.9KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$25M195.4KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$389,7333.1KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$581,3694.6KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$298,3522.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$12M96.9KQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.01%$821,0106.5KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.01%$347,0562.2KQ2 2026
Cetera Investment Advisers$94.0B AUM0.01%$12M95.5KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.01%$253,8272.0KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$253,8272.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$22M171.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$217,4751.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$494M3.90MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M28.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$401,5113.2KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$707,5245.6KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.01%$22,751180Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$40,399259Q2 2026
Integrated Advisors Network LLC$1.9B AUM0.01%$230,0861.8KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$19M153.3KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.01%$205,1891.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M24.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$339M2.68MQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.01%$253,3202.0KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.01%$685,7375.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$297,4541.9KQ2 2026
Measured Wealth Private Client Group, LLC$366M AUM0.01%$40,405319Q1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$297,9282.4KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.01%$4M30.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$1M8.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M17.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$6M48.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$292,4502.4KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$2M16.5KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$515,5064.1KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$398,6943.3KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$221,8691.8KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$3M23.5KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$2M16.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$11M86.7KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$666,9915.3KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$225,2351.4KQ2 2026
SummitTX Capital, L.P.$3.2B AUM0.01%$310,9502.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M19.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M17.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$6M50.2KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$952,8637.5KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.01%$29,385232Q1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$2M13.8KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.01%$443,3103.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$245,0871.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$151M1.19MQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$3M26.7KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$2M12.7KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.01%$35,592281Q1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.01%$112,783891Q4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$1M10.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$10M78.1KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$614,0474.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M29.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M45.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M21.7KQ1 2026OLDER
GARDNER RUSSO & QUINN LLC$8.5B AUM0.01%$679,9115.4KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M16.0KQ4 2025OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$864Q4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$112,150719Q2 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$356,2952.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$5M35.9KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.01%$12M94.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M12.9KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$614,6324.9KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$325,5722.6KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$221,7821.8KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$653,0505.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M34.8KQ3 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$278,7031.9KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.01%$207,5951.6KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$215,3131.7KQ4 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$24,936197Q4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.01%$5M42.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$8M65.8KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$287,8452.3KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$304,3402.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$5M39.4KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.01%$711,8295.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M10.8KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$276,8982.2KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M8.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M50.6KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.01%$200,4321.6KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.01%$3M25.6KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M38.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$910,1457.2KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.01%$30,399240Q1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$207,0421.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$127,1761.0KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.01%$845,4566.7KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$7,76461Q4 2025OLDER
Texas Yale Capital Corp.$3.5B AUM0.01%$228,8751.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$43M341.5KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$208,2771.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$388,8463.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$28M218.4KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$10,63984Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M21.9KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$215,7201.4KQ2 2026
Retirement Wealth Solutions LLC$181M AUM0.01%$11,50474Q2 2026
ATALANTA SOSNOFF CAPITAL, LLC$4.7B AUM0.01%$294,8642.3KQ1 2026OLDER

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