SEC 13F Intelligence

LBRTLIBERTY ENERGY INC

CUSIP 53115L104 · Yahoo Finance ↗ · Google Finance ↗

Liberty Energy Inc (LBRT) has 391 institutional holders in Filings Flow’s 13F database, together reporting 173.29M shares worth $4.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
391
Q1 2026
Reported Value
$4.7B
Ticker
LBRT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 82Q4 ’18Q1 ’19: 89Q2 ’19: 87Q2 ’19Q3 ’19: 93Q2 ’21: 125Q2 ’21Q4 ’21: 119Q4 ’22: 234Q4 ’22Q4 ’25: 335Q1 ’26: 391Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $2.0BQ2 ’19: $2.5BQ2 ’19Q3 ’19: $4.3BQ2 ’21: $4.9BQ2 ’21Q4 ’21: $1.9BQ4 ’22: $797MQ4 ’22Q4 ’25: $2.8BQ1 ’26: $4.7BQ1 ’26Q2 ’26: $53Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Goodlander Investment Management, LLC$289M AUM13.75%$36M1.95MQ4 2025OLDER
Webs Creek Capital Management LP$578M AUM5.02%$28M1.52MQ4 2025OLDER
Callodine Capital Management, LP$1.4B AUM3.39%$42M2.29MQ4 2025OLDER
TOWLE & CO$257M AUM2.98%$8M266.7KQ1 2026OLDER
Bosman Wealth Management, LLC$114M AUM2.91%$3M114.9KQ1 2026OLDER
SIR Capital Management, L.P.$1.1B AUM2.89%$31M1.07MQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM1.86%$12M427.1KQ1 2026OLDER
GeoSphere Capital Management, LLC$229M AUM1.68%$4M133.8KQ1 2026OLDER
Forest Avenue Capital Management LP$1.7B AUM1.68%$26M1.38MQ4 2025OLDER
Kamunting Street Capital Management, L.P.$183M AUM1.57%$3M100.0KQ1 2026OLDER
Manatuck Hill Partners, LLC$370M AUM1.40%$5M180.0KQ1 2026OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM1.31%$8M439.3KQ1 2026OLDER
Corigliano Investment Advisers, LLC$256M AUM1.24%$3M110.2KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM1.15%$2M64.8KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM1.14%$69M2.40MQ1 2026OLDER
Sourcerock Group LLC$2.5B AUM1.03%$19M1.00MQ4 2025OLDER
CoreCommodity Management, LLC$538M AUM0.85%$5M158.9KQ1 2026OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM0.80%$22M767.2KQ1 2026OLDER
Williamson Legacy Group, LLC$133M AUM0.76%$1M35.3KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.74%$72M2.49MQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.74%$3M106.8KQ1 2026OLDER
OnyxPoint Global Management LP$424M AUM0.73%$3M107.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.63%$31M1.09MQ1 2026OLDER
Turas Capital Management LP$392M AUM0.62%$2M100.2KQ4 2025OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM0.61%$11M904.2KQ3 2025OLDER
Palogic Value Management, L.P.$237M AUM0.58%$1M75.0KQ4 2025OLDER
Merewether Investment Management, LP$5.2B AUM0.58%$30M1.03MQ1 2026OLDER
Kerrisdale Advisers, LLC$263M AUM0.55%$1M63.8KQ4 2025OLDER
Informed Momentum Co LLC$866M AUM0.54%$5M163.3KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.48%$9M297.8KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM0.47%$2M117.7KQ4 2025OLDER
Hara Capital LLC$200M AUM0.45%$910,02231.6KQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.40%$8M444.5KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.39%$1M75.4KQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM0.38%$12M400.0KQ1 2026OLDER
Nishkama Capital, LLC$1.6B AUM0.37%$9M495.0KQ4 2025OLDER
Round Rock Advisors LLC$654M AUM0.33%$2M74.8KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.32%$2M67.9KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.31%$1M41.0KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM0.31%$5M160.0KQ1 2026OLDER
GENDELL JEFFREY L$7.3B AUM0.29%$22M750.0KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.29%$8M610.6KQ3 2025OLDER
Sculptor Capital LP$9.6B AUM0.28%$27M934.5KQ1 2026OLDER
HANSEATIC MANAGEMENT SERVICES INC$104M AUM0.27%$278,5249.7KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.25%$8M264.8KQ1 2026OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.25%$1M38.1KQ1 2026OLDER
Central Asset Investments & Management Holdings (HK) Ltd$108M AUM0.24%$374,73820.3KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.24%$11M388.9KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.24%$71M2.48MQ1 2026OLDER
Elevation Advisory Partners LLC$107M AUM0.23%$250,75411.3KQ1 2026OLDER
Aventail Capital Group, LP$2.1B AUM0.23%$5M168.3KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.22%$6M206.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.22%$1M76.8KQ4 2025OLDER
Values First Advisors, Inc.$192M AUM0.20%$392,22213.6KQ1 2026OLDER
OAKMONT Corp$526M AUM0.20%$1M92.0KQ3 2025OLDER
Situational Awareness LP$13.7B AUM0.19%$10M567.2KQ4 2025OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.19%$3M123.2KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.19%$19M656.2KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.18%$6M195.0KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.18%$25M870.1KQ1 2026OLDER
Value Aligned Research Advisors, LLC$20.7B AUM0.18%$37M1.27MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.18%$480,86539.0KQ3 2025OLDER
Virtue Capital Management, LLC$657M AUM0.17%$1M39.3KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.17%$3M105.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.17%$98M3.40MQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM0.16%$1M120.9KQ3 2025OLDER
Arosa Capital Management LP$660M AUM0.16%$740,40060.0KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.16%$6M195.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.16%$5M158.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.16%$4M304.9KQ3 2025OLDER
Sciencast Management LP$785M AUM0.15%$1M39.9KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.15%$78M2.71MQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.14%$23M785.1KQ2 2026
Counterpoint Mutual Funds LLC$666M AUM0.13%$883,98730.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$3M155.5KQ4 2025OLDER
Context Capital Management, LLC$4.3B AUM0.13%$5M189.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.13%$1M42.0KQ1 2026OLDER
BOKF, NA$6.5B AUM0.12%$8M283.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.11%$222M7.70MQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.11%$375,58113.0KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.10%$8M435.5KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.10%$3M102.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.09%$504,80617.5KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.09%$8M288.2KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.09%$37M1.27MQ1 2026OLDER
GMT CAPITAL CORP$2.2B AUM0.09%$2M89.3KQ4 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.08%$595,56820.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.08%$10M331.5KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.08%$2M139.6KQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.08%$109,6203.81MQ1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.07%$1M46.9KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.07%$2M76.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.07%$10M347.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.07%$95,1223.30MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.07%$128M4.43MQ1 2026OLDER
State of Wyoming$844M AUM0.07%$575,30920.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.07%$692,50856.1KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.07%$274,8109.5KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.06%$13M458.8KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.06%$2M75.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$826,44767.0KQ3 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.06%$2M81.4KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.06%$52M4.20MQ3 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.06%$12M986.0KQ3 2025OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM0.06%$2M73.9KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.06%$21M726.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.06%$266M9.23MQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$253,4118.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.05%$13M448.8KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.05%$3M114.9KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.05%$2M67.2KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.05%$504,00017.5KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.05%$337,76427.4KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$17M579.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$3M101.3KQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM0.05%$527,78918.3KQ1 2026OLDER
NATIXIS$28.0B AUM0.05%$14M472.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.05%$4M125.4KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.05%$657,82122.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M327.0KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.05%$3M105.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.04%$206,55916.7KQ3 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$726,62425.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$65M2.26MQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.04%$2M160.3KQ3 2025OLDER
Meridian Wealth Advisors, LLC$756M AUM0.04%$273,20814.8KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M71.9KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.03%$933,86932.4KQ1 2026OLDER
Strategic Financial Concepts, LLC$405M AUM0.03%$234,91719.0KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$218,54117.7KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.03%$628,84821.8KQ1 2026OLDER
Tyche Wealth Partners LLC$648M AUM0.03%$216,0007.5KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.03%$19M691.8KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.03%$1M51.4KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$11M570.8KQ4 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.03%$842,86668.3KQ3 2025OLDER
Laurion Capital Management LP$2.3B AUM0.03%$798,93043.3KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.03%$24M849.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$2M77.5KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$525,75118.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$114M3.97MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.03%$6M214.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$12M406.8KQ1 2026OLDER
Boston Partners$95.5B AUM0.03%$25M884.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$28M983.7KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$2M73.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$19M676.5KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$316,80011.0KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.02%$3M107.0KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$282,4139.8KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$662,40023.0KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$857,13769.5KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$6M515.8KQ3 2025OLDER
Numerai GP LLC$997M AUM0.02%$207,1307.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$24M835.4KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.02%$960,65233.4KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.02%$7M246.0KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.02%$298,86224.2KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$775,60662.9KQ3 2025OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.02%$2M60.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$434,73615.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$43M1.48MQ1 2026OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.02%$295,72110.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$33M1.14MQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.02%$14M492.4KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$547,16419.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.02%$51M1.76MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$2M83.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M47.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$303M10.52MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$498,38417.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$4M128.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M108.2KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$1M37.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$177,96714.4KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$679,91023.6KQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.01%$201,6007.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$32M1.10MQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$1M46.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$87M3.03MQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.01%$938,88032.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$740M25.71MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M86.3KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M256.6KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$9M321.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M383.4KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M201.1KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M87.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$13M466.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$372,47012.9KQ1 2026OLDER
Founders Capital Management$205M AUM0.01%$23,040800Q1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.01%$2M106.4KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.01%$6M315.1KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M38.5KQ1 2026OLDER
Austin Private Wealth, LLC$1.3B AUM0.01%$143,69911.6KQ3 2025OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$189,2456.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$47M1.62MQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$457,16037.0KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M204.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M43.6KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.01%$26,381916Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$23M806.4KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$439,40215.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$8M289.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$21M721.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M43.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$51M1.77MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M83.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M556.7KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$286,74510.0KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$534,15418.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$330,56611.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$666,97923.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M246.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$30M1.04MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$771,09126.8KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M44.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$46M1.60MQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M91.5KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$27,9062.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$481,53616.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$113M3.91MQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$877,76330.5KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$1M55.0KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$612,92021.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$198M6.88MQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.01%$257,6458.9KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$2M86.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$46M1.61MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$534,09618.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M112.3KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M60.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$57,4852.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.01%$1M36.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M40.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$21M736.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$30M1.06MQ2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M187.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$8M275.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$14,1091.2KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$210,5126.3KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$225,7637.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$393,66713.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$47M1.63MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$9M320.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$20M684.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$35M1.22MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M71.5KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$139,0175.3KQ2 2026
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$923,99032.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$201M6.99MQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$7,219585Q3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$2M97.3KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$32M1.13MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$334M18.10MQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.00%$124,14210.1KQ3 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$29,4911.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$72M2.48MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M47.3KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$17,136595Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$207,1307.2KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M89.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M102.4KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$50,3551.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M125.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$69,2032.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$32M1.12MQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$37,1521.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$2M53.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M35.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M205.5KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$44,2011.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$260,1219.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$33M1.13MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$271,9879.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$97,2793.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M85.9KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$623,92421.7KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$270,7499.4KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$28,080975Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M41.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M85.2KQ3 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$14,400500Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$43M1.49MQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$44,7631.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M123.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$632,71734.3KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$425,43414.8KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$16,238620Q2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M113.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M74.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$151,2865.3KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$117,8126.4KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$688,46137.3KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$270,9169.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$10,253356Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M46.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$14M497.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M42.7KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$311,01725.2KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M48.7KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$3M138.7KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M64.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M393.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$587,31920.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$262,9159.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M348.6KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$42M1.47MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$920,82232.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.00%$49,9774.0KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$9M298.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$4,752165Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M50.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$408,03914.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$389,14613.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$220,5797.7KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$28,5012.3KQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M85.0KQ3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$240,4008.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$59,7032.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$30M1.62MQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$1M45.9KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M60.7KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$1M95.0KQ3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$41,2131.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M124.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M281.7KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$18,5521.0KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M52.2KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$38,7651.3KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$201,1977.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$313,80510.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M49.6KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$19,6221.1KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M74.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$150,8525.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,328185Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$270,6779.4KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$5,731199Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M159.2KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$26,323914Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$14,400500Q1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$2,880100Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$41,0251.3KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$3,470188Q4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$443,49115.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$242,54413.1KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$6,538227Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$709,43224.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M66.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$19,872690Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M55.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$249,61420.2KQ3 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$9,475329Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$5,021272Q4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$219,5107.6KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$193,01810.5KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M99.4KQ3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$252,6358.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$602,61120.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$526,40618.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$814,00328.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$225,9537.8KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$1M42.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$797,18427.7KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$234,2028.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$257,8189.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$470,23116.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$474,10616.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$436,23015.1KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$949,99733.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$424,48714.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$3,397184Q2 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$5,040175Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$13,792494Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$89034Q2 2026
FIL Ltd$128.7B AUM0.00%$816,10628.3KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$95033Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$3,536135Q2 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$938,88032.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$5,191180.2KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$87931Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$69224Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$803,52027.9KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$2M53.5KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$6,048210Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$60521Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$134,6694.7KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$67,5652.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,65092Q1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$6,133497Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$728,85159.4KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$828,74328.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$29,3611.0KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$1,18141Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$21,974763Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$304,18610.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$11,549401Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$248,6038.6KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$853,82329.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$3,509134Q2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,946137Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$973,18133.8KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$316,80011.0KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$184,60010.0KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$249,9158.7KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$5,441441Q3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$341,10711.8KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$18,576645Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$138,73911.2KQ3 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$4,522157Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$44,6401.6KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$1,72860Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$80628Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$8,237286Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$10,886378Q2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M36.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$45,3021.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$211,15116.6KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$40,5221.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$63,3602.2KQ1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$40314Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$60521Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$34612Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,838168Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$226,2247.9KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,06637Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$105,2353.7KQ1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$92232Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$7,404600Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$26,554922Q2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$5,904205Q1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$46225Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,87265Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$3,254113Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$15,034522Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$3,600125Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$1736Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$1154Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,768235Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$53529Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,82899Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$31811Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$15,137820Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1445Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$35119Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$77827Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$582Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,69959Q1 2026OLDER
Bernard Wealth Management Corp.$234M AUM0.00%$291Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$15,638543Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1576Q2 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$56846Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$25921Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$72025Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,492135Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,15240Q1 2026OLDER

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