SEC 13F Intelligence

LILI AUTO INC

CUSIP 50202M102 · Yahoo Finance ↗ · Google Finance ↗

Li Auto Inc (LI) has 165 institutional holders in Filings Flow’s 13F database, together reporting 34.65M shares worth $606M as of Q1 2026. The largest reported holders are Renaissance Technologies LLC, Susquehanna International Group, LLP, and Xiamen Xinweidachuang Investment Partnership (Limited Partnership).

Institutional Holders
165
Q1 2026
Reported Value
$606M
Ticker
LI
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 206Q2 ’21Q4 ’21: 247Q4 ’21Q4 ’22: 204Q4 ’22Q4 ’25: 160Q4 ’25Q1 ’26: 165Q1 ’26Q2 ’26: 11Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $159.5BQ2 ’21Q4 ’21: $258.2BQ4 ’21Q4 ’22: $1.5BQ4 ’22Q4 ’25: $559MQ4 ’25Q1 ’26: $606MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BRILLIANCE ASSET MANAGEMENT LTD$339M AUM24.08%$45M1.78MQ3 2025OLDER
RWC ASSET ADVISORS (US) LLC$464M AUM6.80%$42M1.64MQ3 2025OLDER
SIH Partners, LLLP$7.6B AUM0.81%$61M3.43MQ1 2026OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.74%$2M69.3KQ3 2025OLDER
XY Capital Ltd$101M AUM0.73%$1M68.9KQ4 2025OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.53%$2M86.8KQ1 2026OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.49%$5M185.3KQ3 2025OLDER
RWC Asset Management LLP$2.4B AUM0.44%$9M359.1KQ3 2025OLDER
SK Wealth Management, LLC$360M AUM0.40%$1M45.5KQ3 2025OLDER
Ghisallo Capital Management LLC$3.6B AUM0.33%$10M400.0KQ3 2025OLDER
PING CAPITAL MANAGEMENT, INC.$350M AUM0.24%$855,84048.0KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.23%$507,90030.0KQ4 2025OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.20%$226,6418.9KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.20%$127M7.11MQ1 2026OLDER
Central Asset Investments & Management Holdings (HK) Ltd$108M AUM0.18%$304,08012.0KQ3 2025OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.13%$2M96.7KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.11%$670,11138.8KQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.09%$1M69.3KQ1 2026OLDER
GFG Capital, LLC$313M AUM0.09%$250,7399.9KQ3 2025OLDER
Symmetry Investments LP$913M AUM0.08%$970,76657.3KQ4 2025OLDER
Harbour Capital Advisors, LLC$525M AUM0.08%$426,05922.8KQ1 2026OLDER
VICTORY FINANCIAL GROUP, LLC$814M AUM0.08%$648,08536.3KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM0.08%$167,3179.4KQ1 2026OLDER
Ovata Capital Management Ltd$715M AUM0.07%$500,87429.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.07%$2M68.9KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.05%$8M474.8KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.05%$609,78634.2KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.05%$5M264.0KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.04%$1M66.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$270,80910.7KQ3 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.04%$433,39424.3KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.04%$174,71810.3KQ4 2025OLDER
United Financial Planning Group LLC$169M AUM0.04%$59,375125Q3 2025OLDER
LMR Partners LLP$45.4B AUM0.04%$8M324.5KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$1M65.1KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.03%$20M1.14MQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.03%$14M802.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$8M422.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$980,09855.0KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.03%$732,88428.9KQ3 2025OLDER
ABC ARBITRAGE SA$753M AUM0.03%$224,44412.6KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.03%$218,45312.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$194,36510.9KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.02%$675,36537.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M80.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.02%$116,4116.9KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.02%$9,024533Q4 2025OLDER
CenterBook Partners LP$1.9B AUM0.02%$447,67625.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$304,08012.0KQ3 2025OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.02%$340,64219.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.02%$50M2.79MQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.02%$89,1505.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$35M1.97MQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.02%$221,5228.7KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$14M766.2KQ1 2026OLDER
LINDEN ADVISORS LP$17.9B AUM0.02%$3M159.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$862,69934.0KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$399,63715.8KQ3 2025OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.01%$290,45924.7KQ2 2026
Man Group plc$55.1B AUM0.01%$8M323.4KQ3 2025OLDER
DV EQUITIES, LLC$558M AUM0.01%$71,5804.2KQ4 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$568,02931.9KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$5M259.4KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$303,42112.0KQ3 2025OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$563,27015.8KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$94M5.28MQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$627,31235.2KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$787,74744.2KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.01%$1M81.1KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$563,90931.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$484,31627.2KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$242,4539.6KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$10M393.0KQ3 2025OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.01%$89,1505.0KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.01%$453,96126.8KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$649,47636.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$741,01541.6KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$392,90222.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M179.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$3M192.7KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$11M612.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M525.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$33M1.83MQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.01%$164,9289.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M248.9KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$249,3209.8KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$4M214.6KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$348,50619.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$31M1.75MQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$449,31625.2KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$9,254519Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$8M432.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M156.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$28M1.56MQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$6,747266.3KQ3 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.00%$387,60115.3KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$196,89611.6KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$512,18528.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$49M2.92MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M114.6KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$158,9548.9KQ2 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$274,36815.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$255,29014.3KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$6,223349Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M434.0KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$743,58241.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$319,28318.9KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.00%$34,85625.6KQ3 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$438,79724.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M573.0KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2M91.8KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M321.0KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$87,0814.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,716152.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$250,81314.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$358,50920.1KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$10,485588Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$772,68143.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$5,670318Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$51,3142.9KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$41,0002.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$99,5425.6KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$202,7208.0KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M677.0KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$8,385454Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$47818.8KQ3 2025OLDER
Aberdeen Group plc$61.9B AUM0.00%$765,54942.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$309,35117.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$988,94255.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$246,82113.8KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$3,663312Q2 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2M88.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$510,38428.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$34,9652.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$186,25210.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$222,3588.8KQ3 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$296,14017.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M236.3KQ2 2026
BARCLAYS PLC$416.3B AUM0.00%$3M164.2KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,032170Q1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$338,60020.0KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$3M165.0KQ1 2026OLDER
Amundi$367.1B AUM0.00%$2M69.4KQ3 2025OLDER
BFSG, LLC$1.1B AUM0.00%$5,349300Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M377.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$356,34621.0KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$2M104.3KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M145.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$7,855310Q3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$194,13310.9KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$30,9331.4KQ3 2025OLDER
WealthCollab, LLC$243M AUM0.00%$1,01660Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$3M149.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$41,3922.3KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.00%$9,356525Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$226,6668.9KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$19,005750Q3 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$2,871161Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$963,86454.9KQ2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$90,9335.1KQ2 2026
REXFORD CAPITAL INC$140M AUM0.00%$44625Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$18M984.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M129.4KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$41135Q2 2026
Creative Planning$147.4B AUM0.00%$414,82823.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$196,43311.0KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$50730Q4 2025OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$6,842270Q3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$8M433.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$7,952446Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$208,93311.7KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$3,014169Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$79647Q4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$2,489212Q2 2026
North Star Investment Management Corp.$1.7B AUM0.00%$3,637204Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M185.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$3M180.9KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,37377Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,317186Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$5,068200Q3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$245,1649.7KQ3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$62,4053.5KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$271,30115.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$35,9462.0KQ1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.00%$11,590650Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$1,872105Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$4,331243Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$66236Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$403,63622.6KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$17810Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$62435Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$116,5796.9KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$392,17122.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$66,4713.7KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$1,07060Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$30,6681.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$63,3523.7KQ4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,116125Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,26671Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,101230Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$272,98810.8KQ3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$221,39512.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,532142Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$10,574593Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,217190Q4 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$66037Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$30317Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$230,41812.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$17,331972Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$50,9732.9KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$11,768660Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,54661Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$4,903275Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$11,500645Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,279240Q1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$1024Q3 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$38015Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$14,617820Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$41023Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$837Q2 2026
Financial Gravity Asset Management, Inc.$562M AUM0.00%$895Q1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$2,534100Q3 2025OLDER
Financial Perspectives, Inc$358M AUM0.00%$362Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$24614Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$62435Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,839664Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$57132Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$21,4491.2KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$28516Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$80,0354.5KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$8,468485Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$26715Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$533Q1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.00%$89753Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$91Q1 2026OLDER

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