SEC 13F Intelligence

LWLAMB WESTON HLDGS INC

CUSIP 513272104 · Yahoo Finance ↗ · Google Finance ↗

Lamb Weston Hldgs Inc (LW) has 559 institutional holders in Filings Flow’s 13F database, together reporting 129.02M shares worth $4.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
559
Q1 2026
Reported Value
$4.9B
Ticker
LW
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 568Q4 ’18Q1 ’19: 590Q2 ’19: 549Q2 ’19Q3 ’19: 555Q2 ’21: 565Q2 ’21Q4 ’21: 505Q4 ’22: 652Q4 ’22Q4 ’25: 615Q1 ’26: 559Q1 ’26Q2 ’26: 31filingsflow.com
Total reported value
Q4 ’18: $79.9BQ4 ’18Q1 ’19: $93.4BQ2 ’19: $63.2BQ2 ’19Q3 ’19: $53.3BQ2 ’21: $49.6BQ2 ’21Q4 ’21: $32.3BQ4 ’22: $5.5BQ4 ’22Q4 ’25: $4.7BQ1 ’26: $4.9BQ1 ’26Q2 ’26: $55Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CONTINENTAL GRAIN CO$366M AUM30.44%$111M2.63MQ1 2026OLDER
Starboard Value LP$4.6B AUM5.65%$258M6.11MQ1 2026OLDER
Ion Asset Management Ltd.$911M AUM3.35%$30M524.9KQ3 2025OLDER
Clarkston Capital Partners, LLC$1.3B AUM3.19%$42M990.7KQ1 2026OLDER
BERNZOTT CAPITAL ADVISORS$209M AUM2.92%$6M144.3KQ1 2026OLDER
ION Fund Management Ltd$707M AUM2.75%$24M562.3KQ4 2025OLDER
MAC Alpha Capital Management, LP$171M AUM2.43%$4M98.4KQ1 2026OLDER
Goodman Financial Corp$582M AUM1.78%$10M245.7KQ1 2026OLDER
Expect Equity LLC$104M AUM1.74%$2M42.9KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM1.73%$17M396.0KQ1 2026OLDER
Soviero Asset Management, LP$200M AUM1.52%$3M72.0KQ1 2026OLDER
MAGNOLIA GROUP, LLC$538M AUM1.47%$9M212.5KQ4 2025OLDER
Gates Capital Management, Inc.$3.7B AUM1.14%$64M1.10MQ3 2025OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.87%$60M1.43MQ1 2026OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM0.83%$2M40.0KQ3 2025OLDER
VELA Investment Management, LLC$436M AUM0.78%$3M80.7KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.78%$3M74.1KQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.77%$7M157.7KQ1 2026OLDER
STALEY CAPITAL ADVISERS INC$2.4B AUM0.75%$18M418.5KQ1 2026OLDER
GRANDFIELD & DODD, LLC$1.8B AUM0.60%$11M252.1KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.59%$6M149.2KQ4 2025OLDER
Fluent Financial, LLC$280M AUM0.58%$2M36.4KQ4 2025OLDER
KEATING INVESTMENT COUNSELORS INC$404M AUM0.58%$2M55.2KQ1 2026OLDER
Kintayl Capital LP$192M AUM0.54%$1M24.3KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.51%$83M1.97MQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.47%$633,90015.0KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.45%$6M139.7KQ1 2026OLDER
SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM0.42%$7M158.1KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.39%$57M1.36MQ4 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM0.36%$4M71.4KQ3 2025OLDER
GWN SECURITIES INC.$523M AUM0.35%$2M43.9KQ1 2026OLDER
Cadence Bank$1.7B AUM0.35%$6M144.5KQ4 2025OLDER
A&I FINANCIAL SERVICES, LLC$230M AUM0.34%$778,26918.0KQ2 2026
Mizuho Markets Cayman LP$1.9B AUM0.34%$7M159.8KQ4 2025OLDER
First Nebraska Trust Co$591M AUM0.31%$2M27.1KQ2 2026
Carson Advisory Inc.$193M AUM0.30%$583,96913.8KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.29%$763,09618.1KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.29%$15M362.3KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.29%$804,28819.2KQ4 2025OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.28%$40M942.3KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.28%$9M202.4KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.27%$6M130.6KQ1 2026OLDER
ADAMS DIVERSIFIED EQUITY FUND, INC.$2.8B AUM0.26%$8M185.4KQ4 2025OLDER
Yorktown Management & Research Co Inc$120M AUM0.25%$304,2727.2KQ1 2026OLDER
Keystone Financial Services, LLC$149M AUM0.25%$362,2456.2KQ3 2025OLDER
Oak Thistle LLC$1.0B AUM0.25%$2M27.7KQ3 2025OLDER
SAXON INTERESTS, INC.$290M AUM0.24%$702,36116.6KQ1 2026OLDER
Scientech Research LLC$120M AUM0.23%$648,75411.2KQ3 2025OLDER
GUIDANCE CAPITAL, INC$446M AUM0.23%$923,30920.9KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.22%$10M244.5KQ1 2026OLDER
Exeter Financial, LLC$245M AUM0.22%$528,13712.5KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.21%$40M943.3KQ1 2026OLDER
Investors Research Corp$523M AUM0.21%$1M26.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.21%$3M65.0KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.21%$13M219.8KQ3 2025OLDER
OKABENA INVESTMENT SERVICES INC$519M AUM0.20%$1M24.4KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.20%$2M36.1KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.20%$2M42.1KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.19%$3M73.3KQ4 2025OLDER
Morey & Quinn Wealth Partners, LLC$141M AUM0.19%$263,4496.2KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.19%$55M948.3KQ3 2025OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.19%$552,32013.2KQ4 2025OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.18%$375,9882.0KQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.18%$2M56.2KQ1 2026OLDER
Enhancing Capital LLC$135M AUM0.18%$246,2594.2KQ3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.17%$13M296.4KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.16%$633,47910.9KQ3 2025OLDER
ACORN CREEK CAPITAL LLC$280M AUM0.15%$431,46410.2KQ1 2026OLDER
WEIK CAPITAL MANAGEMENT$251M AUM0.14%$352,8718.3KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.14%$491,90711.6KQ1 2026OLDER
Professional Financial Advisors, LLC$578M AUM0.13%$651,39615.4KQ1 2026OLDER
BROOKFIELD Corp /ON/$74.2B AUM0.13%$94M2.23MQ1 2026OLDER
Numerai GP LLC$997M AUM0.12%$886,01015.3KQ3 2025OLDER
Westhampton Capital, LLC$214M AUM0.12%$251,1344.3KQ3 2025OLDER
IPG Investment Advisors LLC$582M AUM0.12%$703,20616.6KQ1 2026OLDER
Aull & Monroe Investment Management Corp$215M AUM0.12%$233,8884.0KQ3 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.12%$2M53.6KQ1 2026OLDER
Walser Wealth Management Company, A Ltd Liability Co$223M AUM0.12%$220,5095.3KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.12%$7M162.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.11%$66M1.56MQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.11%$4M89.1KQ1 2026OLDER
BECKER CAPITAL MANAGEMENT INC$3.4B AUM0.11%$4M90.1KQ1 2026OLDER
All Terrain Financial Advisors, LLC$425M AUM0.11%$473,31211.2KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.11%$2M55.7KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.11%$3M69.0KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.11%$6M152.5KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.11%$359,8028.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.10%$1M29.4KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.10%$3M73.1KQ1 2026OLDER
Argyle Capital Management, LLC$308M AUM0.10%$311,6687.4KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.10%$2M42.4KQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.10%$2M36.6KQ3 2025OLDER
Argent Trust Co$2.9B AUM0.10%$3M67.5KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.10%$322,7217.7KQ4 2025OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.09%$45M1.07MQ1 2026OLDER
Sterneck Capital Management, LLC$223M AUM0.09%$209,4835.0KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.09%$16M367.6KQ1 2026OLDER
IRON Financial LLC$229M AUM0.09%$212,8225.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.09%$385,9189.1KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.09%$224,1475.4KQ4 2025OLDER
Byrne Asset Management LLC$185M AUM0.09%$154,6723.7KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.09%$225,3685.4KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.09%$528,25012.5KQ1 2026OLDER
Boston Partners$95.5B AUM0.09%$86M2.04MQ4 2025OLDER
Tweedy, Browne Co LLC$1.3B AUM0.09%$1M26.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.09%$6M149.8KQ1 2026OLDER
Arnhold LLC$1.4B AUM0.08%$1M27.2KQ1 2026OLDER
Summit Financial Wealth Advisors, LLC$705M AUM0.08%$580,06113.7KQ1 2026OLDER
Castle Rock Wealth Management, LLC$509M AUM0.08%$414,7029.3KQ2 2026
NICHOLAS COMPANY, INC.$5.1B AUM0.08%$5M81.7KQ3 2025OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.08%$604,30514.4KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.08%$4M83.7KQ4 2025OLDER
Family Legacy, Inc.$333M AUM0.08%$255,3964.4KQ3 2025OLDER
Signature Equity Partners, LLC$186M AUM0.08%$144,6373.4KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.08%$8M177.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.08%$3M63.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.08%$12M280.5KQ2 2026
Delta Investment Management, LLC$559M AUM0.08%$420,6937.2KQ3 2025OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.07%$1M23.9KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.07%$300,7707.2KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.07%$691,18516.5KQ4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.07%$17M398.8KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$395,8649.7KQ1 2026OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.07%$370,8328.8KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.07%$449,01210.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.07%$21M496.9KQ1 2026OLDER
Humankind Investments LLC$175M AUM0.06%$279,1324.8KQ3 2025OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.06%$551,97913.1KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.06%$864,77820.5KQ1 2026OLDER
Landmark Wealth Management, LLC$373M AUM0.06%$232,4305.5KQ1 2026OLDER
MFA WEALTH ADVISORS, LLC$508M AUM0.06%$261,6504.5KQ3 2025OLDER
State of Wyoming$844M AUM0.06%$480,49611.4KQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM0.05%$2M41.9KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.05%$203,9474.8KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.05%$75,4341.8KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.05%$522,11712.5KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.05%$18M414.2KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.05%$514,17712.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.05%$13M305.2KQ1 2026OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.05%$581,74113.8KQ1 2026OLDER
KTF INVESTMENTS, LLC$584M AUM0.05%$281,1986.7KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.05%$267,2844.6KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.05%$300,5275.2KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.05%$400,0849.47MQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M61.6KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.05%$241,8965.7KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.04%$6M150.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.04%$453,2567.8KQ3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.04%$8M185.4KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$9M154.0KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.04%$6M153.3KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.04%$213,4305.1KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M108.8KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.04%$21M508.6KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$4M83.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.04%$86M2.10MQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.04%$360,1808.5KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M39.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.04%$4M104.5KQ1 2026OLDER
Swedbank AB$95.1B AUM0.04%$35M834.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M281.3KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.04%$1M30.2KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.04%$229,0573.5KQ3 2025OLDER
Eagle Bay Advisors LLC$113M AUM0.04%$48,2571.2KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$5M115.2KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.03%$1M34.0KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$61M1.45MQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.03%$1M26.7KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.03%$1M26.2KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$347,2088.2KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$387,8189.3KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$351,3078.3KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.03%$229,5643.6KQ3 2025OLDER
Capstone Financial Advisors, Inc.$1.9B AUM0.03%$565,80613.4KQ1 2026OLDER
AUXIER ASSET MANAGEMENT LLC$696M AUM0.03%$217,1033.7KQ3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.03%$2M45.8KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.03%$165,5074.0KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$2M58.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.03%$6M148.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.03%$12M294.2KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.03%$1M31.2KQ4 2025OLDER
SWAN Capital LLC$272M AUM0.03%$77,1251.8KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.03%$2M46.3KQ1 2026OLDER
May Hill Capital, LLC$371M AUM0.03%$213,5565.1KQ4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.03%$3M45.4KQ2 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$3M81.7KQ1 2026OLDER
CoreFirst Bank & Trust$189M AUM0.03%$49,5711.2KQ2 2026
Entropy Technologies, LP$2.2B AUM0.02%$322,1125.5KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$116M2.74MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$666,22915.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$1M26.9KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.02%$25,356600Q1 2026OLDER
Capital Research Global Investors$644.6B AUM0.02%$118M2.82MQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$13M302.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$17M406.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$5M108.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M57.3KQ1 2026OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.02%$58,8981.4KQ2 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M40.6KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$812,69120.0KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$299M7.30MQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.02%$437,78710.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$13M319.1KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.02%$51,227882Q3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$17M407.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$345M8.17MQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.02%$54,9381.3KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.02%$61,5781.5KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.02%$6M150.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M31.8KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$352,4218.4KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$1M33.8KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$212,7935.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$238,7735.7KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.02%$801,74719.1KQ4 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$780,75318.5KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.02%$2M46.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$9M209.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$5,990143Q4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$254,4896.0KQ1 2026OLDER
Hardy Reed LLC$1.4B AUM0.02%$218,4425.2KQ1 2026OLDER
Banque de Luxembourg S.A.$212M AUM0.02%$33,637779Q2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$29M690.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$75,6201.3KQ3 2025OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.02%$23,015533Q2 2026
Brooklyn Investment Group$3.2B AUM0.02%$329,4077.9KQ4 2025OLDER
Pflug Koory, LLC$218M AUM0.01%$32,709774Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.01%$3M46.5KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$605,24814.3KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$138,4463.3KQ4 2025OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M75.8KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$190,1874.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$20M353.7KQ3 2025OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.01%$248,0745.9KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$615,38913.7KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$387,0769.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$131,1333.1KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.01%$66,3061.6KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$52,7401.2KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.01%$381,9916.6KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$745M17.64MQ1 2026OLDER
Lummis Asset Management, LP$167M AUM0.01%$21,775500Q1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.01%$891,04221.3KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M45.3KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.01%$15,509367Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M25.9KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.01%$53M1.26MQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.01%$2M43.5KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M89.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M349.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$774,56118.3KQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.01%$30,084654Q1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.01%$100,5362.4KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$7M174.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$2M45.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$8M197.3KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$39,048924Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$12M273.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$76M1.80MQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$22M525.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$101M2.40MQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M31.1KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$214,1315.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$23M457.7KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$232,0865.5KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.01%$39,133926Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$878,24720.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M58.9KQ1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.01%$340,8178.1KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$20M466.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$699M16.68MQ4 2025OLDER
CWM, LLC$38.1B AUM0.01%$4M90.8KQ1 2026OLDER
Czech National Bank$18.3B AUM0.01%$2M36.7KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$243,9675.8KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.01%$599,28210.1KQ4 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.01%$265,9036.2KQ2 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$14M325.9KQ1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.01%$157,2973.8KQ4 2025OLDER
Empirical Finance, LLC$2.1B AUM0.01%$208,2154.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$45,7441.1KQ2 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M122.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$51M1.20MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$36M863.5KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M46.0KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.01%$6M130.6KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.01%$156,3623.7KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$7M169.0KQ2 2026
Moors & Cabot, Inc.$2.3B AUM0.01%$212,2155.1KQ4 2025OLDER
Midwest Trust Co$8.0B AUM0.01%$727,37917.2KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.01%$2M43.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$296,3667.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$4M88.5KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$754,52318.0KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M36.3KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.01%$648,34315.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$8M196.1KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.01%$94,8451.6KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$18M435.6KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M29.2KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$422,22010.0KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.01%$113,3842.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$500,61211.8KQ1 2026OLDER
WFA Asset Management Corp$184M AUM0.01%$15,813244Q3 2025OLDER
Woodline Partners LP$26.4B AUM0.01%$2M53.8KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$224,0635.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$567,80513.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$735,46317.6KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$30M709.1KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.01%$433,81310.4KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$217,7665.2KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.01%$3M70.7KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$11,401269.8KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$6M142.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$51M1.20MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M47.3KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$277,2644.8KQ3 2025OLDER
Cohen Klingenstein LLC$3.1B AUM0.01%$240,0454.1KQ3 2025OLDER
Basepoint Wealth LLC$175M AUM0.01%$13,115310Q1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M36.5KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M34.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M46.3KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$435,19310.3KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$1M27.9KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M71.7KQ1 2026OLDER
City State Bank$385M AUM0.01%$26,582629Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M153.8KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$641,71815.2KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$211,8014.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$663,85411.4KQ3 2025OLDER
Amundi$367.1B AUM0.01%$25M582.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$193M4.58MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M122.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$264M6.24MQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$303,7657.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$821,05019.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$4M100.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$24M569.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$447,0427.7KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$11M261.0KQ1 2026OLDER
Blue Sparrow, LLC /DE$5.8B AUM0.01%$371,0438.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$100M2.37MQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.01%$33,935803Q1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.01%$9,213218Q1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.01%$369,8166.6KQ3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$887,58721.0KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$158,7213.8KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$610,27714.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$10M230.4KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$258,3644.4KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$48,7261.2KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$66,5021.7KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$589,35513.9KQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.01%$354,9848.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$478,57911.3KQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM0.01%$244,6914.2KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$316,3167.6KQ4 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$10,989260Q1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$1M33.1KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$29M691.7KQ2 2026
Vermillion & White Wealth Management Group, LLC$174M AUM0.01%$9,641166Q3 2025OLDER
3 FACTOR INDEXING, LLC$118M AUM0.01%$6,477150Q2 2026
Bell Investment Advisors, Inc$639M AUM0.01%$34,865825Q1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.01%$18,299433Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M39.1KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$113,1452.7KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$40M951.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M32.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$11M265.1KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$658,02415.7KQ4 2025OLDER
Hartford Financial Management Inc.$392M AUM0.01%$19,694466Q1 2026OLDER
FMR LLC$1.90T AUM0.01%$95M2.25MQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$436,20810.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M100.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$12M280.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$11M269.5KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$216,2525.2KQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$341,8418.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$249,4195.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M40.2KQ1 2026OLDER
OSSIAM$5.7B AUM0.00%$365,7306.3KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$79M1.88MQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$125,5543.0KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M77.6KQ1 2026OLDER
Trust Co$1.1B AUM0.00%$48,7741.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M49.7KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.00%$754,39718.0KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$509,5358.8KQ3 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$364,3238.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$119,9112.8KQ2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M120.8KQ1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.00%$114,7372.7KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$2M51.6KQ4 2025OLDER
North Ridge Wealth Advisors, Inc.$178M AUM0.00%$7,565179Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$214,4705.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$428,98110.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$147,4953.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M87.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M63.3KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M53.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M50.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$275,3246.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M32.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.00%$1M29.6KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$31M734.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$298,3987.1KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$405,4089.6KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.00%$50,8961.2KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$274,6726.6KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M34.6KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$201,4467.4KQ4 2025OLDER
Security National Bank$687M AUM0.00%$25,863612Q1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$5,029119Q1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.00%$632,20315.1KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,853114.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M92.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$5M111.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$480,47211.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$265,9726.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$31M727.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M57.0KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$11,436273Q4 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$9,760168Q3 2025OLDER
Norinchukin Bank, The$8.6B AUM0.00%$299,3887.1KQ4 2025OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$42,218999Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$13M308.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$318,1627.5KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$48,7651.2KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$8,452200Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$19,776458Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$4M88.5KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$296,1337.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$14M337.1KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$15,815411Q1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$245,0985.9KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$21M492.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$14M320.5KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$9,847233Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$304,3147.2KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$22,694537Q1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$224,3843.9KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M33.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$14M340.6KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.00%$233,3275.6KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$415,8389.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M39.3KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.00%$5,808100Q3 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$251,1334.3KQ3 2025OLDER
MUFG Securities EMEA plc$6.7B AUM0.00%$239,5695.7KQ4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.00%$4,692112Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$132,9923.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$776,68218.5KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$9M209.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M43.2KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$222,2663.8KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$103,1572.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$733,36517.4KQ2 2026
TORONTO DOMINION BANK$69.7B AUM0.00%$2M42.8KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$16M372.2KQ1 2026OLDER
West Branch Capital LLC$373M AUM0.00%$9,642166Q3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$629,73714.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$34M807.5KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1M28.7KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$12,044285Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$512,44512.1KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$719,03012.4KQ3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M34.9KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$9,128216Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$11,188265Q1 2026OLDER
Lavaca Capital LLC$564M AUM0.00%$12,791303Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M45.1KQ1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$5,185100Q2 2026
North Star Investment Management Corp.$1.7B AUM0.00%$36,597866Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$94,8312.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M76.2KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$214,9065.2KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.00%$186,4944.5KQ4 2025OLDER
Cornerstone National Bank & Trust Co$271M AUM0.00%$5,446130Q4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$399,9979.5KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$5,808100Q3 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$5,959141Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$10,978189Q4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$819,84419.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M52.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$410,8919.7KQ1 2026OLDER
MOTCO$1.1B AUM0.00%$21,933519Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$4,608110Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$23,373553Q1 2026OLDER
Cache Advisors, LLC$866M AUM0.00%$16,946401Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$395,3859.4KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$20,072475Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M36.8KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$6,043143Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$343,1258.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$3M66.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$190,1474.9KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$371,8856.4KQ3 2025OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$220,2973.8KQ3 2025OLDER
Rakuten Investment Management, Inc.$49.2B AUM0.00%$520,02912.4KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.00%$24,71215.4KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$54,4101.3KQ1 2026OLDER

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