SEC 13F Intelligence

LGIHLGI HOMES INC

CUSIP 50187T106 · Yahoo Finance ↗ · Google Finance ↗

Lgi Homes Inc (LGIH) has 203 institutional holders in Filings Flow’s 13F database, together reporting 20.76M shares worth $815M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
203
Q1 2026
Reported Value
$815M
Ticker
LGIH
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 143Q4 ’18Q1 ’19: 162Q2 ’19: 166Q2 ’19Q3 ’19: 183Q2 ’21: 225Q2 ’21Q4 ’21: 235Q4 ’22: 190Q4 ’22Q4 ’25: 215Q1 ’26: 203Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $3.5BQ4 ’18Q1 ’19: $4.9BQ2 ’19: $5.9BQ2 ’19Q3 ’19: $2.6BQ2 ’21: $17.4BQ2 ’21Q4 ’21: $19.0BQ4 ’22: $938MQ4 ’22Q4 ’25: $853MQ1 ’26: $815MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CDAM (UK) Ltd$451M AUM7.89%$36M900.2KQ1 2026OLDER
Oakum Bay Capital LLC$187M AUM7.74%$14M365.4KQ1 2026OLDER
Atlas FRM LLC$1.5B AUM1.66%$25M640.0KQ1 2026OLDER
Khrom Capital Management LLC$1.1B AUM1.53%$15M342.4KQ4 2025OLDER
Harspring Capital Management, LLC$190M AUM1.14%$2M55.0KQ1 2026OLDER
Voss Capital, LP$1.9B AUM1.04%$20M495.0KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.90%$10M193.0KQ4 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.78%$43M1.09MQ1 2026OLDER
DISCIPLINED GROWTH INVESTORS INC /MN$4.9B AUM0.58%$29M721.6KQ1 2026OLDER
ENGLISH CAPITAL MANAGEMENT LLC$171M AUM0.46%$747,50417.4KQ4 2025OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM0.41%$1M30.1KQ1 2026OLDER
VIRTUE ASSET MANAGEMENT LLC$126M AUM0.39%$495,15312.5KQ1 2026OLDER
COMMONS CAPITAL, LLC$120M AUM0.39%$593,06211.5KQ3 2025OLDER
River Road Asset Management, LLC$8.8B AUM0.38%$33M837.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.29%$980,89724.8KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.28%$4M82.6KQ4 2025OLDER
Pangea Capital Gestao de Recursos Ltda.$120M AUM0.28%$332,3505.0KQ2 2026
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.26%$25M628.9KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.24%$7M137.1KQ3 2025OLDER
Factorial Partners, LLC$138M AUM0.20%$276,7107.0KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.13%$171,8404.0KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.12%$1M35.0KQ1 2026OLDER
VARCOV Co.$268M AUM0.11%$282,0756.6KQ4 2025OLDER
Numerai GP LLC$997M AUM0.10%$978,36824.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.09%$2M43.1KQ4 2025OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.08%$7M173.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.08%$215,1875.0KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.07%$2M32.3KQ3 2025OLDER
KTF INVESTMENTS, LLC$584M AUM0.06%$336,0058.5KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.05%$383,9987.4KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.05%$686,70913.3KQ3 2025OLDER
WASATCH ADVISORS LP$15.1B AUM0.05%$7M183.8KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$521,24313.2KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M45.9KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.04%$51,7101.0KQ3 2025OLDER
GM Advisory Group, LLC$2.6B AUM0.04%$983,15124.9KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.04%$4M92.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$5M117.8KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.03%$437,6096.9KQ2 2026
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M51.1KQ3 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$306,4335.9KQ3 2025OLDER
Laurion Capital Management LP$2.3B AUM0.02%$644,31415.0KQ4 2025OLDER
Limestone Investment Advisors LP$1.2B AUM0.02%$240,210250.0KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$28,492551Q3 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.02%$311,7076.0KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$20M495.5KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$225,3255.2KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$343,4066.6KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$53,442804Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.02%$2M43.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$3M65.9KQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.02%$363,4707.0KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.01%$230,8854.5KQ3 2025OLDER
CastleKnight Management LP$6.0B AUM0.01%$687,74313.3KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$147,3562.3KQ2 2026
Quadrature Capital Ltd$8.4B AUM0.01%$938,75823.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$436,68811.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$13M320.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M50.6KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$22M556.5KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M72.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$43M1.08MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$690,98417.5KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$509,34412.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M44.9KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$259,6936.0KQ4 2025OLDER
Eukles Asset Management$224M AUM0.01%$18,902440Q4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$46,642902Q3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$520,88713.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M34.3KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$988,25025.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$355,7709.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M20.2KQ3 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$271,7875.3KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M123.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$133,2822.1KQ2 2026
Kemnay Advisory Services Inc.$622M AUM0.00%$32,392754Q4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$4M93.4KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$1M28.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$138,9333.2KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$348,7738.8KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$265,4275.1KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$1M26.3KQ1 2026OLDER
S&T BANK/PA$268M AUM0.00%$12,415289Q4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$486,05011.3KQ4 2025OLDER
ALLSTATE CORP$9.4B AUM0.00%$292,4037.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$252,6485.9KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$26M658.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$19M492.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$327,1837.6KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M39.3KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$57,8511.1KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M99.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$309,7187.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$50M1.27MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$146,4083.4KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$214,6485.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M30.5KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$182,9454.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$136M3.44MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$243,0685.7KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$8,481164Q3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$444,08011.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M41.8KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$68,7031.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M98.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M58.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$227,8115.8KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$305,5277.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M48.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$49M1.24MQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2,01651Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2,25357Q1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$597,31513.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$62,5361.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M89.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$218,4095.1KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$944,45123.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M64.6KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.00%$9,928263Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$15,538244Q2 2026
VANGUARD GROUP INC$6.90T AUM0.00%$96M2.23MQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$225,5195.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M130.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M23.9KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$21M525.8KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$14,627370Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M28.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$267,6515.2KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$10M262.5KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$313,5696.1KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$301,5747.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$216,0035.0KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$622,71615.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$826,96820.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$8M190.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2,25457Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M46.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$665,52716.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M40.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$15M350.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$34M868.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M116.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M69.2KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$304,4685.9KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$5M131.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$451,19511.4KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$355,7709.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$254,6926.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$361,2059.5KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$1,74044Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M53.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$173,9324.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,27753Q4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$185,2384.7KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$866,89321.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$841,11921.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$369,5207.1KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$2M50.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M89.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$380,2399.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3967.7KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$26,841679Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M52.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$30,240765Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$90221Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$1M26.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$514,04813.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$253,8226.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$202,0833.9KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M65.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$185,6724.7KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$329,1278.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$271,8086.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$517,6719.9KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M37.4KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,55130Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M66.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$999,67923.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$120,5673.0KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$218,6815.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M34.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$805,59015.6KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$349,2088.8KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$499,1579.7KQ3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,208176Q2 2026
Fortitude Family Office, LLC$448M AUM0.00%$1,26532Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$2,58650Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M31.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$8,499215Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$3,953100Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$7,986202Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,40122Q2 2026
FMR LLC$1.90T AUM0.00%$5M114.6KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,39728Q4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$202,3413.9KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$339,7608.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$373,4969.5KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$216,2705.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$51,8241.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M57.3KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$2635Q3 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$15,812400Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,549119Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,21019Q2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$511,43911.9KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,46337Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$39,8861.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,85847Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,60966Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$201,5635.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M55.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,015155Q3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$117,5233.0KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1594Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$51413Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$1,28430Q4 2025OLDER
Grove Bank & Trust$1.0B AUM0.00%$1,08317Q2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$90222.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$55,4611.4KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$63216Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,55890Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,06727Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$543,00013.7KQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$1594Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$296,3177.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$8,292217Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$160,4524.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$42,7321.1KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$47512Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$351,8178.9KQ2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$111,7132.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$13,362338Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,00476Q2 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$27,908706Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1724Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$2296Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$7,986202Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,170158Q3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$16,207410Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$32,692827Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2777Q1 2026OLDER
Trust Co$1.1B AUM0.00%$39510Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$1,07425Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$2,64967Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$47412Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$43511Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$3627Q3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1985Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$521Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$5,771146Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2376Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$1,34434Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$431Q4 2025OLDER
Abound Wealth Management$440M AUM0.00%$802Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$49113Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$4,309109Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$11,501291Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2595Q3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$55314Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$4,506114Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,97750Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$1534Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$431Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$3168Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1584Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$82716Q3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$5,171100Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1985Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2595Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$7,115180Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2,01739Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,16984Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$77615Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2155Q4 2025OLDER

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