SEC 13F Intelligence

LZBLA Z BOY INC

CUSIP 505336107 · Yahoo Finance ↗ · Google Finance ↗

La Z Boy Inc (LZB) has 262 institutional holders in Filings Flow’s 13F database, together reporting 40.67M shares worth $1.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
262
Q1 2026
Reported Value
$1.2B
Ticker
LZB
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 169Q4 ’18Q1 ’19: 204Q2 ’19: 174Q2 ’19Q3 ’19: 177Q2 ’21: 207Q2 ’21Q4 ’21: 207Q4 ’22: 200Q4 ’22Q4 ’25: 259Q1 ’26: 262Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $11.2BQ4 ’18Q1 ’19: $2.1BQ2 ’19: $2.0BQ2 ’19Q3 ’19: $4.8BQ2 ’21: $5.7BQ2 ’21Q4 ’21: $5.3BQ4 ’22: $413MQ4 ’22Q4 ’25: $1.5BQ1 ’26: $1.2BQ1 ’26Q2 ’26: $6Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ArchPoint Investors$420M AUM2.70%$11M353.0KQ1 2026OLDER
Access Investment Management LLC$376M AUM1.58%$6M184.4KQ1 2026OLDER
Bridge City Capital, LLC$361M AUM0.58%$2M64.7KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.44%$19M591.8KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.43%$3M84.4KQ1 2026OLDER
Pinnacle Holdings, LLC$309M AUM0.36%$1M34.5KQ1 2026OLDER
CHATHAM CAPITAL GROUP, INC.$689M AUM0.36%$2M76.3KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.35%$577,62018.0KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.27%$38M1.17MQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.22%$511,45613.7KQ4 2025OLDER
Cardinal Capital Management$776M AUM0.21%$2M51.4KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.20%$4M109.9KQ1 2026OLDER
Directional Asset Management$109M AUM0.19%$212,7676.6KQ1 2026OLDER
VARCOV Co.$268M AUM0.19%$474,18612.7KQ4 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.15%$5M160.9KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.14%$7M221.7KQ1 2026OLDER
Quantedge Capital Pte Ltd$183M AUM0.14%$247,1047.2KQ3 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.13%$1M41.5KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.13%$6M198.6KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.08%$24M744.5KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.08%$789,45321.2KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.07%$22M684.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.06%$2M61.0KQ4 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.05%$4M115.3KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.05%$29M911.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$1M27.4KQ4 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.05%$10M293.2KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$290,9639.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.05%$39M1.13MQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$515,23616.0KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.04%$4M133.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.04%$24M755.3KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$697,37421.7KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.04%$8M247.0KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.04%$1M36.2KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$614,00319.1KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$360,90011.2KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.03%$5M152.0KQ2 2026
Legato Capital Management LLC$1.1B AUM0.03%$332,07010.3KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.03%$18M550.8KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$322,42810.0KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM0.03%$247,0017.2KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$52M1.63MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M47.6KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.03%$456,67714.2KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$53,7811.4KQ4 2025OLDER
MTM Investment Management, LLC$316M AUM0.02%$66,7552.1KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.02%$12M358.4KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$588,38718.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M69.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$87M2.69MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$4M121.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$576,90215.5KQ4 2025OLDER
FIRST MERCHANTS CORP$2.6B AUM0.02%$455,16714.2KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$374,43111.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$13M416.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$5M147.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$2M46.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M36.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.01%$370,10710.8KQ3 2025OLDER
Vest Financial, LLC$8.3B AUM0.01%$1M37.7KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$123,7923.6KQ3 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$1M42.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$19M581.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$54M1.67MQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M84.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M223.6KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$8M246.7KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M48.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$745,71223.2KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$588,16218.3KQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM0.01%$312,8199.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$358,0169.6KQ4 2025OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.01%$246,7397.7KQ2 2026
Sigma Planning Corp$3.6B AUM0.01%$360,96711.2KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.01%$689,53221.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$734,23822.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M56.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$14M442.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M55.4KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$591,21415.9KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$808,77425.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$7M229.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$5M139.2KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.01%$300,8639.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$207,3686.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M111.2KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.01%$82,3112.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$586,52318.2KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$246,3497.2KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$47,3421.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$88M2.74MQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$223,8066.0KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$369,61011.5KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$612,20319.0KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$264,6098.2KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$1M32.2KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$354,02211.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M27.4KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$303,0809.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M40.5KQ1 2026OLDER
Quarry LP$558M AUM0.00%$25,493684Q4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$772,09924.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$8M257.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$24M760.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M132.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$6M175.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$206M6.42MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$6M199.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$6M200.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M116.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$111,4623.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M82.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$938,58529.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$368,87111.5KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$7,783194Q2 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$230,9267.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$175,8705.5KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.00%$19,445605Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$179M4.81MQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$14M426.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$26,158652Q2 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$26,070825Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$62,1461.5KQ2 2026
CWM, LLC$38.1B AUM0.00%$851,55826.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$248,7647.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$9M267.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$8M250.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M48.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$364,05011.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M96.6KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$10,992342Q1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$445,12413.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$32M1.01MQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$508,61515.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$15M456.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M143.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$502,57315.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$52M1.63MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$68,0732.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M43.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$327,86010.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$9M290.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M81.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$404,97611.8KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$59M1.83MQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$358,8509.6KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$441,86113.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$666,58420.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M361.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M38.3KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$7M210.8KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,757148Q1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$10,831337Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,692146Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$18,635500Q4 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$211,6555.7KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$7M230.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$19M501.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$282,8328.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$772,77824.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M141.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$91,2752.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$14M430.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M35.8KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$39,1251.1KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$308,6739.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$626,08719.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$44,1931.4KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$459,89114.3KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$39,2111.2KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$266,0567.8KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$51,5201.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$351,83710.9KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$398,34312.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M99.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M42.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$204,9256.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$571,44817.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$523,97416.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M146.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$350,41310.9KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$13,045350Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$310,3169.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M44.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$289,0039.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$588,30715.8KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,83257Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$568,33217.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M72.4KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$9,031281Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$9,642300Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$257,1888.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M214.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$975,83530.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$11,506360Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$272,5128.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M36.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M71.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M94.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$362,45411.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$245,1327.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$289,1787.8KQ4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$207,4326.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M39.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,889121Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,89759Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$327,82810.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$540,05316.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$510,54415.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$61,0941.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$925,40528.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$231,7627.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$227,0377.1KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$2578Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$158,5574.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,99161.9KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$86827Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,83257Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,38243Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$37,8291.2KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,20430Q2 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$4,374112Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$115,5713.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$72121Q3 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$1,03332Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,882183Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$18,815590Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$200,7476.2KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$1,07834Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$251,5617.8KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,15367Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$701,16721.8KQ2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$487,46115.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$2M74.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$67521Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$705,00021.9KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$54717Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$96530Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1504Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$371,06211.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,41175Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2588Q1 2026OLDER
Amundi$367.1B AUM0.00%$350,10110.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,749210Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$5,207162Q2 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,25081Q2 2026
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$2988Q4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$8,003249Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$5,561173Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,31841Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$3,793118Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1374Q3 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$2,41075Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$2,40775Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$24,073749Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1123Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$34,2611.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$15,106470Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1374Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$31,561982Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$32210Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$32110Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$58,1791.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$85427Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$92323Q2 2026
Palisade Asset Management, LLC$996M AUM0.00%$2758Q3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$80425Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$31910Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2247Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,00627Q4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$26,089700Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$57918Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$4,789149Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$22,691706Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$652Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$32110Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,63951Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$291Q4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$90028Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,09832Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3099Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$1936Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$8,443246Q3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$2617Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$4,153121Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2,82888Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$386Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1615Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$3359Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$321Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$642Q1 2026OLDER

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