SEC 13F Intelligence

LF2PACIFIC PREMIER BANCORP COM

CUSIP 69478X105 · Yahoo Finance ↗ · Google Finance ↗

Pacific Premier Bancorp Com (LF2) has 2 institutional holders in Filings Flow’s 13F database, together reporting 7.0K shares worth $148,598 as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
2
Q1 2026
Reported Value
$148,598
Ticker
LF2
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 148Q4 ’18Q1 ’19: 155Q2 ’19: 147Q2 ’19Q3 ’19: 150Q2 ’21: 207Q2 ’21Q4 ’21: 215Q4 ’22: 215Q4 ’22Q4 ’25: 2Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $1.9BQ2 ’19: $2.3BQ2 ’19Q3 ’19: $3.1BQ2 ’21: $12.2BQ2 ’21Q4 ’21: $11.9BQ4 ’22: $1.2BQ4 ’22Q4 ’25: $5MQ1 ’26: $148,598Q1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HoldCo Asset Management, LP$1.3B AUM7.73%$49M2.34MQ2 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM2.68%$517,71724.5KQ3 2025OLDER
Kintayl Capital LP$192M AUM2.12%$4M181.8KQ2 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM1.83%$18M845.3KQ2 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM1.60%$11M532.1KQ2 2025OLDER
Phocas Financial Corp.$637M AUM0.79%$6M261.9KQ2 2025OLDER
ABC ARBITRAGE SA$753M AUM0.71%$6M296.0KQ2 2025OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.57%$11M533.8KQ2 2025OLDER
Vanguard Capital Wealth Advisors$108M AUM0.31%$316,35015.0KQ2 2025OLDER
Westchester Capital Management, LLC$2.2B AUM0.30%$6M274.1KQ2 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.29%$3M132.2KQ2 2025OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM0.22%$10M496.1KQ2 2025OLDER
Atom Investors LP$1.4B AUM0.22%$3M118.7KQ2 2025OLDER
EJF Capital LP$142M AUM0.19%$232,53811.0KQ2 2025OLDER
Sagefield Capital LP$1.4B AUM0.18%$1M60.5KQ2 2025OLDER
Azora Capital LP$1.5B AUM0.16%$4M166.4KQ2 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.15%$11M520.2KQ2 2025OLDER
GARDNER LEWIS ASSET MANAGEMENT L P$462M AUM0.14%$574,42827.2KQ2 2025OLDER
CWC Advisors, LLC.$210M AUM0.13%$260,91712.4KQ2 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.13%$6M277.4KQ2 2025OLDER
Hexagon Capital Partners LLC$683M AUM0.12%$547,87626.0KQ2 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.12%$1M52.1KQ2 2025OLDER
Quantbot Technologies LP$2.4B AUM0.11%$4M203.8KQ2 2025OLDER
HENNESSY ADVISORS INC$2.8B AUM0.11%$3M150.0KQ2 2025OLDER
Tempus Wealth Planning, LLC$435M AUM0.11%$421,80020.0KQ2 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.10%$4M197.0KQ2 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.08%$3M137.9KQ2 2025OLDER
Diligent Investors, LLC$404M AUM0.08%$320,80015.2KQ2 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.07%$281,25613.3KQ2 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.07%$7M312.6KQ2 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.07%$11M521.7KQ2 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.07%$22M1.03MQ2 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.06%$24M1.15MQ2 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.06%$51M2.42MQ2 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.06%$4M210.5KQ2 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.05%$300,99614.3KQ2 2025OLDER
Entropy Technologies, LP$2.2B AUM0.05%$661,67831.4KQ2 2025OLDER
Essential Partners LLC$250M AUM0.05%$127,2786.0KQ1 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.04%$5M213.6KQ2 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$13M604.5KQ2 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.04%$65,2773.10MQ2 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.04%$448,81621.3KQ2 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.04%$5M254.1KQ2 2025OLDER
Harbor Advisors LLC$692M AUM0.04%$233,71911.1KQ2 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$10M468.2KQ2 2025OLDER
Unison Advisors LLC$1.3B AUM0.04%$316,75115.0KQ2 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.03%$26M1.21MQ2 2025OLDER
Empowered Funds, LLC$15.7B AUM0.03%$3M134.9KQ2 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.03%$13,200625.9KQ2 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3,602170.8KQ2 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$1M65.2KQ2 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$7M330.9KQ2 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$119M5.66MQ2 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$6M269.5KQ2 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$1M48.8KQ2 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$200,0399.5KQ2 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.02%$368,08417.5KQ2 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$15M731.1KQ2 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.02%$63M2.96MQ2 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$1M62.0KQ2 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$3M130.7KQ2 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.02%$471,31922.3KQ2 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$769,08936.5KQ2 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$17M808.3KQ2 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$955,37745.3KQ2 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$117,8095.6KQ2 2025OLDER
GDS Wealth Management$1.7B AUM0.02%$209,5929.9KQ2 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.02%$123,9675.9KQ2 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M51.7KQ2 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$384,09918.2KQ2 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$8M389.9KQ2 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$9M438.9KQ2 2025OLDER
Corsicana & Co.$158M AUM0.01%$21,3201.0KQ1 2026
Maryland State Retirement & Pension System$4.9B AUM0.01%$601,57128.5KQ2 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$14M659.9KQ2 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M131.8KQ2 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$257,04112.2KQ2 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M53.1KQ2 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$1M65.1KQ2 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$3M138.8KQ2 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$30M1.40MQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$55M2.59MQ2 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$13M602.7KQ2 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$315,73915.0KQ2 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$217,52210.3KQ2 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$760,31636.1KQ2 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$464,06422.0KQ2 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$15M693.5KQ2 2025OLDER
BFSG, LLC$1.1B AUM0.01%$67,7203.2KQ2 2025OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$245,77311.6KQ2 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M57.5KQ2 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M71.7KQ2 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$24M1.15MQ2 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$211,42710.0KQ2 2025OLDER
Centiva Capital, LP$13.6B AUM0.01%$396,55518.8KQ2 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M124.4KQ2 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.01%$943,07044.7KQ2 2025OLDER
True Wealth Design, LLC$360M AUM0.01%$17,210816Q2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$8,288393Q2 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$336,79316.0KQ2 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$392,23218.6KQ2 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$296M14.04MQ2 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$5M223.7KQ2 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$10M481.1KQ2 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M295.4KQ2 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$445,59021.1KQ2 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$29M1.36MQ2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$35M1.68MQ2 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$19M912.7KQ2 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$11M537.0KQ2 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$13,764605Q2 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$23M1.11MQ2 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M58.2KQ2 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$457,65321.7KQ2 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$112M5.32MQ2 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$852,75340.4KQ2 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$382,29818.1KQ2 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$227M10.78MQ2 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M100.4KQ2 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$50M2.39MQ2 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$436,28920.7KQ2 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$555,30026.3KQ2 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$597,54328.3KQ2 2025OLDER
COMERICA BANK$25.1B AUM0.00%$886,61742.0KQ2 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$579,55327.5KQ2 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$450,92521.4KQ2 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$23M1.09MQ2 2025OLDER
STRS OHIO$25.2B AUM0.00%$843,60040.0KQ2 2025OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$4,265202Q2 2025OLDER
CWM, LLC$38.1B AUM0.00%$81138.5KQ2 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$262,95012.5KQ2 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M89.9KQ2 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M74.8KQ2 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$31,6111.5KQ2 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$462,56721.9KQ2 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$525,54224.9KQ2 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M160.9KQ2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$6M266.6KQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$5M248.0KQ2 2025OLDER
Quarry LP$558M AUM0.00%$11,030523Q2 2025OLDER
Swiss National Bank$173.8B AUM0.00%$4M185.4KQ2 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$551,88426.2KQ2 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$811,31138.5KQ2 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$560,31126.6KQ2 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M144.2KQ2 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M52.7KQ2 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M89.1KQ2 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$343,49316.3KQ2 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$452,17021.4KQ2 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$5,884279Q2 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M71.2KQ2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$30,0531.4KQ2 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1,39466.1KQ2 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M134.1KQ2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$40,1341.9KQ2 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$679,92132.2KQ2 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$23M1.08MQ2 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M381.6KQ2 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$249,70611.8KQ2 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$692,57432.8KQ2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$9,997474Q2 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M288.9KQ2 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$746,92335.4KQ2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$21M1.01MQ2 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$655,47531.1KQ2 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$305,52114.5KQ2 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$3,881184Q2 2025OLDER
UBS Group AG$666.3B AUM0.00%$8M358.5KQ2 2025OLDER
Kilter Group LLC$232M AUM0.00%$2,848135Q2 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$216,19210.3KQ2 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$5M231.9KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M51.9KQ2 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$571,53927.1KQ2 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$8,986426Q2 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M260.8KQ2 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M49.8KQ2 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M120.2KQ2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$33,5761.4KQ4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$200,8619.5KQ2 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M111.4KQ2 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$503,48321.8KQ2 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$2,405114Q2 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M194.3KQ2 2025OLDER
Mariner, LLC$85.7B AUM0.00%$550,47126.1KQ2 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$55,3822.6KQ2 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$92844Q2 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4,261202Q2 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$370,72117.6KQ2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M198.9KQ2 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$254,85212.1KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M145.5KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$528,15725.0KQ2 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$402,82519.1KQ2 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$511,32724.2KQ2 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$972,42046.1KQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M98.1KQ2 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$92844Q2 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$621,86029.5KQ2 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$7,930376Q2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$261,32612.4KQ2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$6,180293Q2 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$272,01912.9KQ2 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$80238Q2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$779,96337.0KQ2 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,007190Q2 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,180103.4KQ2 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,16055Q2 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$12,633599Q2 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,13954Q2 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$8,078383Q2 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$620,57029.4KQ2 2025OLDER
WealthTrak Capital Management LLC$140M AUM0.00%$21110Q2 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$356,16816.9KQ2 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$609,05928.9KQ2 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$5,968283Q2 2025OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$6,116290Q2 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$263,83012.5KQ2 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$222,01410.5KQ2 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$38,5101.8KQ2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M92.8KQ2 2025OLDER
Amundi$367.1B AUM0.00%$364,66216.1KQ2 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$5,188246Q2 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$5,083241Q2 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$58127Q2 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$21110Q2 2025OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$35917Q2 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$4,851230Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,953140Q2 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,775179Q2 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$23,8321.1KQ2 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$26,3841.3KQ2 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$46619Q3 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1688Q2 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$29614Q2 2025OLDER
Parkworth Wealth Management, Inc.$139M AUM0.00%$633Q2 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$97046Q2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$7,994379Q2 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,16055Q2 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$4,429210Q2 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$8,331395Q2 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$854Q2 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,32963Q2 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$25412Q2 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$1,32863Q2 2025OLDER
FMR LLC$1.90T AUM0.00%$258,91712.3KQ2 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$8,457401Q2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1276Q2 2025OLDER
MAI Capital Management$17.7B AUM0.00%$50724Q2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,486101Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$33716Q2 2025OLDER

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