SEC 13F Intelligence

PAGAYA TECHNOLOGIES LTD

CUSIP M7S64L123

Pagaya Technologies Ltd has 211 institutional holders in Filings Flow’s 13F database, together reporting 36.78M shares worth $422M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Morgan Stanley.

Institutional Holders
211
Q1 2026
Reported Value
$422M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 233Q4 ’25Q1 ’26: 211Q1 ’26Q2 ’26: 11Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $859MQ4 ’25Q1 ’26: $422MQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ADAMS STREET PARTNERS LLC$260M AUM6.87%$11M354.5KQ3 2025OLDER
G2 Investment Partners Management LLC$406M AUM2.48%$10M500.0KQ4 2025OLDER
HAMILTON LANE ADVISORS LLC$140M AUM1.78%$3M154.2KQ4 2025OLDER
HARBOURVEST PARTNERS LLC$101M AUM1.63%$3M112.6KQ3 2025OLDER
Creek Drive Management Group LLC$433M AUM1.20%$5M248.2KQ2 2026
Whetstone Capital Advisors, LLC$288M AUM1.20%$3M296.0KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.86%$4M144.2KQ3 2025OLDER
DLD Asset Management, LP$1.1B AUM0.85%$12M551.0KQ4 2025OLDER
Eddie Patel Inc$130M AUM0.65%$869,59341.6KQ4 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.63%$915,61030.8KQ3 2025OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM0.58%$4M137.8KQ3 2025OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.54%$12M416.9KQ3 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.54%$2M84.0KQ3 2025OLDER
Informed Momentum Co LLC$866M AUM0.50%$4M150.7KQ3 2025OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.46%$1M94.3KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.44%$4M360.0KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.41%$6M283.7KQ4 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.39%$3M53.0KQ4 2025OLDER
Zweig-DiMenna Associates LLC$722M AUM0.39%$6M186.1KQ3 2025OLDER
Themes Management Co LLC$162M AUM0.32%$516,09544.3KQ1 2026OLDER
Scientech Research LLC$120M AUM0.27%$328,22728.2KQ1 2026OLDER
Nicholas Wealth, LLC.$145M AUM0.26%$373,76732.1KQ1 2026OLDER
Mission Creek Capital Partners, Inc.$501M AUM0.26%$1M43.6KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.19%$3M252.2KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.18%$1M104.8KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.17%$2M180.1KQ1 2026OLDER
BRC Group Holdings, Inc.$456M AUM0.16%$369,93017.7KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.14%$4M373.8KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.14%$2M203.0KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.12%$2M50.9KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.11%$1M62.1KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.10%$677,55364.7KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.09%$11M936.2KQ1 2026OLDER
R Squared Ltd$182M AUM0.09%$200,6156.8KQ3 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.09%$788,98226.6KQ3 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.08%$12M394.5KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.08%$7M315.8KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.08%$686,53558.9KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.07%$1M49.6KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.07%$3M280.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.07%$24,6831.2KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$422,48914.2KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$3M179.3KQ2 2026
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.06%$290,9629.8KQ3 2025OLDER
Neo Ivy Capital Management$379M AUM0.06%$227,5447.7KQ3 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.05%$2M53.1KQ3 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.05%$627,00030.0KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.05%$602,90228.8KQ4 2025OLDER
Numerai GP LLC$997M AUM0.05%$394,52918.9KQ4 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.05%$547,95730.0KQ2 2026
Trexquant Investment LP$13.9B AUM0.04%$6M508.6KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.04%$869,55674.6KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.04%$6M487.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.04%$827,90771.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.04%$1M53.6KQ4 2025OLDER
IPG Investment Advisors LLC$582M AUM0.04%$209,00010.0KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.04%$12M558.8KQ4 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.03%$94,6815.2KQ2 2026
Caption Management, LLC$17.1B AUM0.03%$6M504.9KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.03%$461,31639.6KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.03%$815,64427.5KQ3 2025OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.03%$68,9703.3KQ4 2025OLDER
Skaana Management L.P.$296M AUM0.03%$96,6958.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$9M442.5KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.03%$160,59513.8KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M51.7KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.03%$452,04438.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$276,16323.7KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.02%$2M196.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$5M154.2KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.02%$1M88.0KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$755,61125.4KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$306,47814.7KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$12M1.03MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$583,11027.9KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.02%$1M118.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.02%$5M234.8KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$158,28913.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$11M983.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$22M1.86MQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.02%$601,14051.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$204,63217.6KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$1M103.5KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$686,92032.9KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$16M742.1KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.01%$1M116.4KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.01%$522,50025.0KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M252.9KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$24,3252.1KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$738,91363.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$11M913.1KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$278,4639.4KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$3M246.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$20M1.69MQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.01%$34,4851.6KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M139.4KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$127,9286.1KQ4 2025OLDER
Temasek Holdings (Private) Ltd$30.5B AUM0.01%$3M144.1KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$13M415.7KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.01%$210,7997.1KQ3 2025OLDER
State of Wyoming$844M AUM0.01%$76,0986.5KQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM0.01%$1M99.1KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M116.7KQ2 2026
SummitTX Capital, L.P.$3.2B AUM0.01%$268,57923.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$6M552.0KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$652,91356.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$19,188900Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$586,71750.4KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$451,55138.8KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$907,37443.4KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$283,93424.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$14M1.20MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M187.1KQ4 2025OLDER
Founders Capital Management$205M AUM0.01%$12,540600Q4 2025OLDER
SIH Partners, LLLP$7.6B AUM0.01%$305,57914.6KQ4 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$261,25012.5KQ4 2025OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.01%$1M63.5KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M256.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$190,2949.1KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$513,38824.6KQ4 2025OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.01%$381,93212.9KQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$3M231.0KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$3M249.5KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$82,4827.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$227,58319.5KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$165,95414.2KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M284.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$10M874.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$113,8626.2KQ2 2026
Altshuler Shaham Ltd$5.5B AUM0.00%$229,600200.0KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$202,8769.7KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.00%$52,32014.4KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$934,23780.2KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$320,37527.5KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$817,66227.5KQ3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$2M78.1KQ3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$39,8313.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M581.3KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$8,772837Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$277,8109.4KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$28,5251.6KQ2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$23M1.95MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$22M1.89MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$506,84624.3KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M375.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M178.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$460,19515.5KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$539,06946.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$13M1.13MQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$422,93036.3KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$330,49215.8KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M106.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$108,4739.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$389,57633.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M365.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$196,15116.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M100.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$349,00611.8KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$57,5744.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$28M1.33MQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$583,67750.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$188,70716.2KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.00%$10,986943Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$240,4898.1KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$10M873.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$900,82577.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$313,22136.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$56,1424.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M519.2KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$122,72110.5KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$296,90010.0KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$2M171.8KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$54,3714.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$417,66620.0KQ4 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,495300Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$275,89913.2KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$567,21548.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$974,14946.6KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$333,37616.0KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M90.8KQ4 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$1,25460Q4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$20M1.72MQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,270109Q1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$1,84162Q3 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$163,89214.1KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2,191188Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$52M4.47MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$554,39126.3KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$896,61042.9KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$633,09654.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M200.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M238.9KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M101.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$785,64267.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$162,9787.8KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$291,46025.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$43M2.04MQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M407.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M100.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M385.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M183.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$9M808.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$9M758.2KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M119.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$126,69410.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$233,6607.9KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$410,84935.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$176,14815.1KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$426,57636.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$46,9764.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$734,02063.0KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$4,987428Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$207,45717.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$12M1.03MQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$287,69024.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$137,21411.8KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$594,58151.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$588,23250.5KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$7,023336Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$7,654657Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$2,628124Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M127.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$310,41926.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$221,82819.0KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$242,05220.8KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M48.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$370,34231.8KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$192,43516.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$439,00637.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M139.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$279,78624.0KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$9,040776Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$124,32910.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M104.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$182,73715.7KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$143,1236.8KQ4 2025OLDER
Triumph Capital Management$491M AUM0.00%$1,165100Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$2M132.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M95.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$165,43014.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$32,1072.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$183,62215.8KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$28024.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,13097Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$101,3558.7KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$1,04550Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,907507Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$366,99032.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$175,33315.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M89.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$610,85652.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$494,18242.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$176,33415.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,084373Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$553,25947.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,761237Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$240,64311.5KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,963426Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$50143Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$5,767495Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M112.7KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$81069.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$360,20630.9KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$1,165100Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$419,00035.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,660400Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$314,07227.0KQ2 2026
Prestige Wealth Management Group LLC$509M AUM0.00%$29225Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$69960Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$3,883333Q1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$4,695403Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$92044Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$10,451897Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$48123Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$9,099781Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,456125Q2 2026
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$89130Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$4,369375Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$33829Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$16414Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$3,379290Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$4,672401Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$7,281625Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$44338Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$64831Q4 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$79268Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,165100Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1,631140Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$88,7617.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6,361546Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2,691231Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2087Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$121Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$12100Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,052262Q2 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$2,586222Q1 2026OLDER

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