SEC 13F Intelligence

LOARLOAR HOLDINGS INC

CUSIP 53947R105 · Yahoo Finance ↗ · Google Finance ↗

Loar Holdings Inc (LOAR) has 247 institutional holders in Filings Flow’s 13F database, together reporting 89.29M shares worth $4.9B as of Q1 2026. The largest reported holders are Abrams Capital Management, L.P., Capital International Investors, and Vanguard Group Inc.

Institutional Holders
247
Q1 2026
Reported Value
$4.9B
Ticker
LOAR
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 241Q4 ’25Q1 ’26: 247Q1 ’26Q2 ’26: 17Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $5.5BQ4 ’25Q1 ’26: $4.9BQ1 ’26Q2 ’26: $33MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ABRAMS CAPITAL MANAGEMENT, L.P.$4.6B AUM39.59%$1.8B32.05MQ1 2026OLDER
ONE Advisory Partners, LLC$324M AUM5.18%$17M293.3KQ1 2026OLDER
One Madison Group LLC$866M AUM4.60%$40M695.0KQ1 2026OLDER
BURKETT FINANCIAL SERVICES, LLC$320M AUM2.98%$10M118.0KQ2 2026
Roubaix Capital, LLC$214M AUM2.47%$5M92.4KQ1 2026OLDER
Spyglass Capital Management LLC$1.4B AUM2.37%$33M584.1KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM1.34%$201M3.51MQ1 2026OLDER
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM1.21%$10M150.0KQ4 2025OLDER
Burkehill Global Management, LP$2.0B AUM1.14%$23M400.0KQ1 2026OLDER
Clearview Wealth Management LLC$141M AUM1.09%$2M27.0KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM0.96%$5M66.0KQ2 2026
Blackstone Inc.$25.6B AUM0.95%$241M3.55MQ4 2025OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.90%$53M925.9KQ1 2026OLDER
Renaissance Capital LLC$138M AUM0.83%$1M20.4KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM0.81%$38M662.1KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.79%$33M572.5KQ1 2026OLDER
Zweig-DiMenna Associates LLC$722M AUM0.67%$11M158.2KQ4 2025OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.63%$3M46.8KQ1 2026OLDER
BROWN CAPITAL MANAGEMENT LLC$704M AUM0.60%$4M74.2KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.52%$7M124.9KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.43%$544,0008.0KQ4 2025OLDER
Odyssean, LLC$274M AUM0.43%$1M20.7KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.41%$136M2.37MQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.41%$8M138.4KQ1 2026OLDER
Capricorn Fund Managers Ltd$641M AUM0.40%$3M45.3KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.38%$6M100.0KQ1 2026OLDER
Thrive Wealth Management, LLC$787M AUM0.37%$3M35.8KQ2 2026
RIVERBRIDGE PARTNERS LLC$3.6B AUM0.34%$12M153.1KQ2 2026
OXFORD ASSET MANAGEMENT LLP$268M AUM0.34%$831,30012.2KQ4 2025OLDER
Ghisallo Capital Management LLC$3.6B AUM0.32%$11M200.0KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.31%$1M19.4KQ4 2025OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.30%$25M440.9KQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM0.28%$5M75.0KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.25%$3M48.7KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.23%$19M280.9KQ4 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.19%$2M34.5KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.19%$1M25.4KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.18%$62M1.09MQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.15%$612,3409.0KQ4 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.15%$33M580.9KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.15%$212,1243.70MQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.14%$10M174.3KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.14%$88M1.53MQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.14%$19M339.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.12%$315,5884.6KQ4 2025OLDER
Capital International Investors$426.5B AUM0.12%$505M8.81MQ1 2026OLDER
PLANNING DIRECTIONS INC$198M AUM0.10%$204,6403.6KQ1 2026OLDER
CAPITAL INTERNATIONAL LTD /CA/$2.7B AUM0.10%$3M48.0KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.10%$251,3334.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.10%$369,9226.5KQ1 2026OLDER
Numerai GP LLC$997M AUM0.09%$852,53214.9KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.08%$48M836.4KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.08%$4M75.7KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.07%$17M288.5KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.07%$1,77922.2KQ3 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.06%$1M25.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.06%$2M27.0KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.06%$1M17.8KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.06%$12M203.6KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.06%$4M63.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.06%$7M119.4KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.05%$424,5605.3KQ3 2025OLDER
Capital Group Investment Management Pte. Ltd.$585M AUM0.05%$293,3255.1KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.04%$3M47.8KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$266,4923.9KQ4 2025OLDER
CONNABLE OFFICE INC$1.0B AUM0.04%$404,2387.1KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.04%$222,1703.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.04%$203M3.55MQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$3M56.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$224,0043.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.03%$8M105.0KQ3 2025OLDER
Skye Global Management LP$5.0B AUM0.03%$2M21.0KQ3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.03%$12M203.4KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.03%$2M33.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.03%$31M548.6KQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.03%$89,2581.6KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.03%$2M27.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.03%$974,33117.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$155,9432.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.03%$7M130.4KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.03%$512,5748.9KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.02%$99,2001.2KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$283,8725.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$16M270.9KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.02%$230,1602.9KQ3 2025OLDER
Roxbury Financial LLC$126M AUM0.02%$24,183300Q2 2026
Sterling Capital Management LLC$5.3B AUM0.02%$998,22117.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$13M228.8KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.02%$2M33.6KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.02%$232,6402.9KQ3 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$13M222.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M23.5KQ3 2025OLDER
NVWM, LLC$449M AUM0.02%$76,3641.1KQ4 2025OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.02%$65,3111.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$105M1.84MQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.02%$2M36.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$8M135.7KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$181,6673.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M67.2KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.01%$4M72.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$12M214.8KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$24M411.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$803,09114.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M74.1KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$53M933.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M18.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$43M747.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$607,44610.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M23.1KQ2 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$234,9464.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$11M196.8KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$65,0241.1KQ1 2026OLDER
EFG International AG$4.7B AUM0.01%$385,5605.7KQ4 2025OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.01%$20,624360Q1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.01%$835,86114.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$40M691.4KQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$45M782.8KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.01%$223,6002.8KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.01%$436,9507.6KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$1M15.5KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$475,7287.0KQ4 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$7M115.5KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.01%$718,81812.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$96M1.68MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M38.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M55.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$5M83.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$136M2.38MQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$64M1.16MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$309,3665.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M47.3KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$26M457.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$10M168.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$34M602.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M40.5KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$945,20013.9KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$253M3.73MQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$30,684535.6KQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.00%$23,680296Q3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$13M232.2KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$233,0402.9KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$807,78914.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M18.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$20M353.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$13M224.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$515,6679.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$6M104.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$4M65.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$395,4166.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$47M685.3KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$465,8006.8KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$534,0579.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$105M1.82MQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$642,26411.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$10M127.9KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$41M711.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M40.4KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$139M2.42MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$259,0803.8KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M47.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M20.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M64.7KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$518,5899.1KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$32,197562Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$233,2284.1KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.00%$2,72034Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$73,9611.3KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$254,3684.4KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$233,6854.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$61,6451.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$63,920940Q4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$232,5974.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M163.2KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$773,41914.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$43,996647Q4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$11M193.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M57.6KQ1 2026OLDER
Quarry LP$558M AUM0.00%$8,908131Q4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$527,6127.8KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$5M89.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$343,2804.3KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$797,47713.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$464,5078.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$250,5803.7KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M25.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$838,72010.5KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$173,2453.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$332,1675.8KQ2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$679,91811.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M23.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M15.7KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$9M164.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$471,7838.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$961,72716.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$268,8803.4KQ3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$11,040138Q3 2025OLDER
Rachor Investment Advisory Services, LLC$203M AUM0.00%$1,83432Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13M225.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M69.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$750,55613.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$23,699294Q2 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$839,04010.5KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$1M23.4KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M14.4KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M52.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$481,6378.4KQ1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$7,620133Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M55.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$139,7302.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M59.1KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$392,6086.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M25.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$69,5341.2KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$221,9202.8KQ3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2,01625Q2 2026
Mariner, LLC$85.7B AUM0.00%$439,8405.5KQ3 2025OLDER
Rakuten Securities, Inc.$241M AUM0.00%$1,70025Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$812,60114.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$360,1604.5KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M72.6KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$1,12914Q2 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$18,782233Q2 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$774,52011.4KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$814,37714.2KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$6,204106Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$4,56057Q3 2025OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$1,08919Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$7M122.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$271,9324.0KQ4 2025OLDER
JNBA Financial Advisors$1.2B AUM0.00%$4,06871Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$7,563132Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$301,4605.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$495,3878.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$17,416304Q2 2026
Rossby Financial, LCC$489M AUM0.00%$1,52226Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$504,6688.8KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$8,061100Q2 2026
Versant Capital Management, Inc$1.1B AUM0.00%$2,92251Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$264,8294.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$77,0551.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$66,708981Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$229,6002.9KQ3 2025OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$86015Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$17,187300Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$8,078141Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$81612Q4 2025OLDER
STRS OHIO$25.2B AUM0.00%$58,4361.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$97417Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M19.9KQ2 2026
CVA Family Office, LLC$950M AUM0.00%$1,94834Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$52,019908Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$613,17410.7KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$8,766150Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$553,7248.1KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$13,091224Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$4,21662Q4 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$2294Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$3446Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$10,026175Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,80749Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$7,072104Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$455,0547.9KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$74513Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$63,8721.1KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$2,34941Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$36,780642Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$16,000200Q3 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$6458Q2 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$5,21391Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$18,447322Q1 2026OLDER
3 FACTOR INDEXING, LLC$118M AUM0.00%$811Q2 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$100,7151.8KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$4,89672Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$13,868204Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$146,4332.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$4588Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$2,23439Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$17,416304Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1152Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$7,792136Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$57310Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$81612Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,43225Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$80010Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$26,353460Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$4017Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$97317Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$49,097857Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$4017Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1152Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$13,291232Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$4,52679Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$4027Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$571Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$681Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$4,64181Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$4806Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,04013Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$11,457200Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$571Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1713Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1152Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$581Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$337Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$95214Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$5,71284Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1602Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$571Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$801Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$581Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$16,614290Q2 2026
UMB Bank, n.a.$7.2B AUM0.00%$4017Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1362Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,66129Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,15155Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2043Q4 2025OLDER

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