SEC 13F Intelligence

LSTRLANDSTAR SYS INC

CUSIP 515098101 · Yahoo Finance ↗ · Google Finance ↗

Landstar Sys Inc (LSTR) has 475 institutional holders in Filings Flow’s 13F database, together reporting 36.47M shares worth $5.7B as of Q1 2026. The largest reported holders are Kayne Anderson Rudnick Investment Management LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
475
Q1 2026
Reported Value
$5.7B
Ticker
LSTR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 300Q4 ’18Q1 ’19: 325Q2 ’19: 302Q2 ’19Q3 ’19: 291Q2 ’21: 363Q2 ’21Q4 ’21: 409Q4 ’22: 413Q4 ’22Q4 ’25: 431Q1 ’26: 475Q1 ’26Q2 ’26: 24filingsflow.com
Total reported value
Q4 ’18: $17.0BQ4 ’18Q1 ’19: $20.0BQ2 ’19: $11.9BQ2 ’19Q3 ’19: $11.6BQ2 ’21: $18.0BQ2 ’21Q4 ’21: $23.4BQ4 ’22: $2.6BQ4 ’22Q4 ’25: $4.8BQ1 ’26: $5.7BQ1 ’26Q2 ’26: $185Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Turas Capital Management LP$392M AUM7.51%$29M183.5KQ1 2026OLDER
Quantum Capital Management, LLC / NJ$781M AUM3.24%$28M194.7KQ4 2025OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM2.90%$13M82.4KQ1 2026OLDER
REINHART PARTNERS, LLC.$4.4B AUM2.69%$118M569.1KQ2 2026
Ballast Asset Management, LP$225M AUM2.44%$5M34.2KQ1 2026OLDER
FENIMORE ASSET MANAGEMENT INC$4.5B AUM2.02%$91M566.1KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM1.62%$550M3.43MQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM1.52%$9M55.2KQ1 2026OLDER
Laurus Global Equity Management Inc.$102M AUM1.35%$1M8.6KQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM1.35%$60M377.4KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM1.31%$17M107.2KQ1 2026OLDER
PARTHENON LLC$875M AUM1.23%$11M66.9KQ1 2026OLDER
Bridge City Capital, LLC$361M AUM1.04%$4M23.5KQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.55%$1M9.1KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.53%$4M25.6KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.50%$119M745.2KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.45%$2M11.4KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.38%$1M6.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.36%$37M230.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.36%$621,6245.1KQ3 2025OLDER
J. Goldman & Co LP$3.4B AUM0.36%$12M77.0KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.35%$43M269.1KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.33%$11M91.0KQ3 2025OLDER
Balefire, LLC$613M AUM0.33%$2M9.6KQ2 2026
Manatuck Hill Partners, LLC$370M AUM0.30%$862,2006.0KQ4 2025OLDER
Eukles Asset Management$224M AUM0.30%$670,9004.2KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.27%$3M20.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.27%$3M20.3KQ1 2026OLDER
Boston Partners$95.5B AUM0.24%$228M1.42MQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.23%$6M35.2KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.23%$627,2625.1KQ3 2025OLDER
River Road Asset Management, LLC$8.8B AUM0.23%$20M124.2KQ1 2026OLDER
Continuum Advisory, LLC$1.0B AUM0.22%$2M14.4KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.22%$36M222.5KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.22%$1M7.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.22%$31M194.6KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.21%$700,7154.4KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.21%$3M17.2KQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM0.18%$248,1601.5KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.17%$6M34.8KQ1 2026OLDER
GRIES FINANCIAL LLC$633M AUM0.17%$1M9.0KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$2M10.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.14%$44M276.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.13%$294M1.84MQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.13%$6M36.5KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.13%$527,5233.7KQ4 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.13%$1M8.5KQ1 2026OLDER
Castleview Partners, LLC$195M AUM0.13%$251,6871.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.13%$736,7704.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.13%$179M1.12MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.12%$471,9793.9KQ3 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.12%$3M21.4KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.12%$538,5332.6KQ2 2026
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.12%$269,9592.2KQ3 2025OLDER
Round Rock Advisors LLC$654M AUM0.11%$750,8924.7KQ1 2026OLDER
Harold Davidson & Associates Inc.$206M AUM0.11%$232,4501.4KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.11%$8M47.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.11%$17M107.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.11%$172M1.07MQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.11%$222,8311.4KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM0.11%$11M85.4KQ3 2025OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.10%$549,8633.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.10%$509,4653.2KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.10%$4M33.8KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.10%$74M459.6KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.10%$6M34.8KQ1 2026OLDER
Curated Wealth Partners LLC$794M AUM0.09%$718,5094.5KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.09%$4M27.5KQ4 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.09%$5M29.4KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.08%$651,5514.1KQ1 2026OLDER
Curbstone Financial Management Corp$523M AUM0.08%$419,3712.6KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$644,9115.3KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.08%$7M60.7KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.07%$977,2938.0KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.07%$896,7727.3KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.07%$3M19.0KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.07%$49M304.4KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$498,0833.1KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.06%$14M84.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.06%$2M12.4KQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.06%$1M10.5KQ3 2025OLDER
Compass Ion Advisors, LLC$1.0B AUM0.06%$610,4233.8KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM0.06%$746,4034.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.06%$14M85.9KQ1 2026OLDER
Capco Asset Management, LLC$367M AUM0.06%$208,4031.3KQ1 2026OLDER
Sciencast Management LP$785M AUM0.06%$410,6952.9KQ4 2025OLDER
Confluence Wealth Services, Inc.$2.6B AUM0.06%$1M8.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M13.5KQ4 2025OLDER
Verdence Capital Advisors LLC$1.7B AUM0.06%$946,3195.9KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.05%$599,8803.7KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.05%$203,7541.3KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.05%$1M7.1KQ1 2026OLDER
Peterson Wealth Services$405M AUM0.05%$206,6251.3KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$79,395552.5KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.05%$2M14.7KQ3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.05%$762,4344.8KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$1M8.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.05%$2M10.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.05%$2M12.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.05%$28M173.4KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.05%$15M91.8KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.04%$4M24.5KQ4 2025OLDER
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.04%$246,5571.5KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.04%$11M66.4KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.04%$1M9.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$279,4372.3KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.04%$881,7055.5KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.04%$118,638968Q3 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.04%$6M39.9KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.04%$927,7145.8KQ1 2026OLDER
Numerai GP LLC$997M AUM0.04%$271,7162.2KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$771,9565.4KQ4 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$263,1741.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.04%$34M212.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.04%$3M25.9KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.04%$909,2737.4KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.04%$1M7.5KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.03%$3M18.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$8M51.7KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$10M63.2KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$3M21.4KQ3 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$320,1392.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$77M482.1KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.03%$229,6771.9KQ3 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$3M17.4KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$256,9771.6KQ1 2026OLDER
CULBERTSON A N & CO INC$771M AUM0.03%$215,5501.5KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M9.9KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.03%$225,3961.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M42.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$38,974318Q3 2025OLDER
Dougherty Wealth Advisers LLC$158M AUM0.03%$46,183321Q4 2025OLDER
Trexquant Investment LP$13.9B AUM0.03%$3M20.4KQ3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.03%$30,459190Q1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.03%$62,521390Q1 2026OLDER
Sepio Capital, LP$1.8B AUM0.02%$437,5673.0KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$5M32.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M13.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$110M683.1KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$336,8322.3KQ4 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.02%$248,9611.6KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.02%$59M369.5KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$222,7881.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$2M9.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$12M75.4KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.02%$30,194146Q2 2026
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.02%$9M60.2KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.02%$280,8641.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$7M41.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.02%$9M55.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$570,1752.8KQ2 2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM0.02%$128,248800Q1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M10.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$13M80.4KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$61,282408Q1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M10.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M14.5KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.02%$284,3901.8KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$233,9441.6KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M10.6KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$378,3322.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.02%$4M23.7KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M7.6KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.02%$296,2531.8KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.02%$7M44.1KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$748,6354.7KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.02%$614,4683.8KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$557,4033.5KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$424,3033.5KQ3 2025OLDER
Caprock Group, LLC$4.1B AUM0.02%$695,2094.3KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.02%$541,8422.6KQ2 2026
Weiss Asset Management LP$5.9B AUM0.02%$1M8.1KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$407,8292.5KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.02%$3M16.4KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.02%$283,4281.8KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.02%$755,0604.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$49M340.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$173,514839Q2 2026
NATIXIS$28.0B AUM0.02%$4M27.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M31.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$3M20.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$116M721.3KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.02%$2M15.0KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.02%$546,6573.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$49M307.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$281M1.75MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$1M7.0KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$651,8353.7KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.01%$304,7501.9KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$819,0075.1KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$4M24.7KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$369,5152.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$16M101.3KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$46,326224Q2 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$15M93.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$3M16.8KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.01%$207,1531.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$227M1.58MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$8M51.8KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.01%$16,031100Q1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$242,8701.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$27M167.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M23.1KQ4 2025OLDER
JENSEN INVESTMENT MANAGEMENT INC$5.1B AUM0.01%$768,7955.3KQ4 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M17.2KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$22M136.2KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$567,0403.9KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M7.4KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M43.9KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$730,3724.6KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$425,4632.7KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$526,5854.3KQ3 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$320,1392.0KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.01%$2M9.4KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M17.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$56M348.4KQ2 2026
Clearbridge Investments, LLC$114.9B AUM0.01%$12M74.8KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M7.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$56M347.9KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.01%$96,186600Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$1M9.4KQ4 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$601,3233.8KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.01%$101,306632Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M12.1KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.01%$299,9401.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$62M383.7KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$834,5745.2KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$475,2163.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$150M934.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$10M63.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$3M21.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M15.5KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$2M10.8KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$344,6262.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$518M3.23MQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$281,0071.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M9.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M29.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$34M211.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$2M17.0KQ3 2025OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$1M6.6KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$469,3882.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$7M44.7KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$367,4312.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$72M448.9KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$242,5491.5KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$379,7992.6KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M27.8KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$13,727112Q3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M44.6KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$2M14.2KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$485,4193.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M34.6KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$6M29.3KQ2 2026
DAVENPORT & Co LLC$18.4B AUM0.01%$1M8.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$142,035886Q1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$425,5702.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$282,7871.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$27M170.2KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$4M25.7KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$729,7964.6KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.01%$396,2872.5KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$655,8284.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$876,2715.5KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M8.5KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$11M70.6KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$2M15.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M40.9KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.01%$1M7.0KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$298,3371.9KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M8.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$44M276.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$461M3.21MQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$45M277.7KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$212,0881.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$302,8261.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M76.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$6M36.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$5M28.3KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$90,415564Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$9M72.6KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$11M68.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$180M1.12MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$246M1.53MQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$201,3511.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$13M81.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M9.7KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$502,0883.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$796,7545.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M16.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M15.4KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.01%$200,0821.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$11M67.9KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$3M16.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$456,9033.7KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$263,2291.6KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$976,8076.1KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$272,0461.7KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$14,26969Q2 2026
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M9.4KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$72,384350Q2 2026
True Wealth Design, LLC$360M AUM0.01%$18,116113Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$205,4911.4KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$498,3643.1KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.01%$12,02375Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$15M92.4KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$488,7303.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M15.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$664,9664.1KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$849,6705.3KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$3M17.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M18.9KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$8,12639Q2 2026
Align Financial, LLC$176M AUM0.00%$7,85549Q1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$720,7755.9KQ3 2025OLDER
Perpetual Ltd$6.5B AUM0.00%$284,3901.8KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$7,85649Q1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$312,2851.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$666,0884.2KQ2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$271,9881.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M29.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M6.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M8.5KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$44,406277Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$210,3341.3KQ2 2026
Squarepoint Ops LLC$85.1B AUM0.00%$3M20.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$81,277507Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M13.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M34.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$57M362.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$18M109.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M6.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$21M128.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$287,9171.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$9,78480Q3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$8M51.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$183,2341.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$13,78786Q1 2026OLDER
Amundi$367.1B AUM0.00%$13M79.2KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$21,320133Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$3,67330.0KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$220,9071.4KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$555,3143.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$601,3233.8KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$8,27240Q2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M23.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$14M84.9KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$4,32927Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$293,6881.8KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.00%$220,7471.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$40M250.1KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$5,61135Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$253,7711.6KQ1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.00%$20,345166Q3 2025OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.00%$6,41240Q1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$2M10.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$11M69.0KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$19,843111Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M10.5KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$488,7853.0KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$398,0532.5KQ1 2026OLDER
TruNorth Capital Management, LLC$522M AUM0.00%$12,991106Q3 2025OLDER
SRH ADVISORS, LLC$349M AUM0.00%$8,65754Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$117,507733Q1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$5,77136Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$9M53.9KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$812,2915.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$14,10888Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$3,84724Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$16,526115Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$15,39096Q1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$303,9481.9KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$13,14582Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$269,8021.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$325,7502.0KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$6,32344Q4 2025OLDER
Sachetta, LLC$184M AUM0.00%$3,52722Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$36,551228Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$334,2472.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M6.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$8M50.7KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$40,078250Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$7,05444Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$3,58522Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M22.0KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$1M6.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$330,4322.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$601,3273.8KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$230,3651.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$454,3692.8KQ2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$1M7.6KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2,40515Q1 2026OLDER
Quarry LP$558M AUM0.00%$9,91569Q4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$315,8112.0KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$2,72617Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$1M7.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$27M165.9KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$3,20720Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$5,93237Q1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$2,56516Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M8.3KQ4 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$816,7795.1KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$6,46340Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M10.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$2M10.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$94,998593Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$237,1541.9KQ3 2025OLDER
City State Bank$385M AUM0.00%$4,80930Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$251,5261.6KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$28,740200Q4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M13.7KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$330,8802.1KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$10,90168Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M27.1KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$235,1741.5KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$320,1392.0KQ1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$24,047150Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M6.5KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$32,383202Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,16826Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$741,2124.6KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$41,155199Q2 2026
Millstone Evans Group, LLC$167M AUM0.00%$1,76311Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$9,14057.0KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$254,4121.6KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$8,33752Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$184,3561.1KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$3,84824Q1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$208,3651.4KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$70,697441Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$926,7295.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$919,6985.7KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$782,6344.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$8,81755Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M22.6KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$40,238251Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$457,5163.7KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$25,008156Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$8587Q3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M30.4KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$7,20550Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,36721Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$7M41.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M8.8KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$1,76811Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$7,99050Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$434,7612.7KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$95,865598Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$4,64929Q1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$3,81218Q2 2026
CVA Family Office, LLC$950M AUM0.00%$6,25239Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$3,68723Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$67,375417Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$461,2382.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$147,0501.0KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$8025Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$265,8332.2KQ3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$299,1381.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$515,3973.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$32,356264Q3 2025OLDER
STRS OHIO$25.2B AUM0.00%$130,653815Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$516,5193.2KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$27,159189Q4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$2,15615Q2 2026
Bell Investment Advisors, Inc$639M AUM0.00%$2,88618Q1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$3,30523Q4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.00%$2,72517Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$4,34321Q2 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,40515Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$309,8791.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$215,0001.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$221,7021.4KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$637,9604.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$10,04564Q1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$6414Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,76411Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$10,20371Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$5,45134Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$230,5251.4KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$20,853150Q3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,4439Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$1,1508Q4 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$16,031100Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$20,199126Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$19,64795Q2 2026
Activest Wealth Management$569M AUM0.00%$1,60310Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$13,71883Q1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$2,56516Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M13.1KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$2,08413Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$2,67017Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$8015Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$80,155500Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$173,9361.1KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$19,558122Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$240,4651.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$2,74717Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$16,094112Q4 2025OLDER
Asset Dedication, LLC$1.4B AUM0.00%$2,56516Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$4,00825Q1 2026OLDER

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