SEC 13F Intelligence

MASI*MASIMO CORP

CUSIP 574795100 · Yahoo Finance ↗ · Google Finance ↗

Masimo Corp (MASI*) has 441 institutional holders in Filings Flow’s 13F database, together reporting 53.57M shares worth $9.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Politan Capital Management LP, and Vanguard Group Inc.

Institutional Holders
441
Q1 2026
Reported Value
$9.2B
Ticker
MASI*
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 327Q4 ’18Q1 ’19: 369Q2 ’19: 350Q2 ’19Q3 ’19: 356Q2 ’21: 425Q2 ’21Q4 ’21: 483Q4 ’22: 375Q4 ’22Q4 ’25: 386Q1 ’26: 441Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $19.1BQ4 ’18Q1 ’19: $11.3BQ2 ’19: $12.1BQ2 ’19Q3 ’19: $14.3BQ2 ’21: $75.0BQ2 ’21Q4 ’21: $112.3BQ4 ’22: $3.1BQ4 ’22Q4 ’25: $6.8BQ1 ’26: $9.2BQ1 ’26Q2 ’26: $15Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Politan Capital Management LP$985M AUM82.89%$816M4.59MQ1 2026OLDER
Beryl Capital Management LLC$110M AUM35.19%$39M217.1KQ1 2026OLDER
NAYA CAPITAL MANAGEMENT UK LTD$1.2B AUM15.28%$203M1.56MQ4 2025OLDER
Slotnik Capital, LLC$342M AUM12.50%$43M240.3KQ1 2026OLDER
CIBRA Capital Ltd$207M AUM7.76%$16M90.4KQ1 2026OLDER
NUANCE INVESTMENTS, LLC$717M AUM6.07%$44M244.7KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM4.65%$458M2.58MQ1 2026OLDER
First Trust Capital Management L.P.$1.9B AUM4.48%$85M479.4KQ1 2026OLDER
Fort Baker Capital Management LP$1.3B AUM4.37%$56M312.9KQ1 2026OLDER
WATER ISLAND CAPITAL LLC$896M AUM3.86%$35M194.2KQ1 2026OLDER
BRIDGER MANAGEMENT, LLC$128M AUM3.80%$7M47.8KQ3 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM3.70%$55M310.1KQ1 2026OLDER
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM3.21%$11M64.0KQ1 2026OLDER
Pentwater Capital Management LP$19.3B AUM2.93%$565M3.18MQ1 2026OLDER
Parkman Healthcare Partners LLC$970M AUM2.48%$26M200.0KQ4 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM2.34%$16M88.7KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM1.98%$34M189.0KQ1 2026OLDER
Fortress Investment Group LLC$394M AUM1.62%$6M35.9KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM1.56%$22M122.2KQ1 2026OLDER
P SCHOENFELD ASSET MANAGEMENT LP$184M AUM1.45%$3M15.0KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM1.37%$30M171.1KQ1 2026OLDER
Kryger Capital LLC$1.4B AUM1.27%$18M100.6KQ1 2026OLDER
AQR Arbitrage LLC$6.1B AUM1.21%$74M417.0KQ1 2026OLDER
Alpha Wave Global, LP$791M AUM1.20%$10M75.6KQ4 2025OLDER
Westchester Capital Management, LLC$2.2B AUM1.12%$25M138.4KQ1 2026OLDER
TIG Advisors, LLC$2.2B AUM1.11%$24M135.2KQ1 2026OLDER
Westmount Partners, LLC$457M AUM1.06%$4M24.2KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM1.05%$17M114.6KQ3 2025OLDER
HARVEST MANAGEMENT LLC$206M AUM0.95%$2M11.0KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.91%$46M257.0KQ1 2026OLDER
RTW INVESTMENTS, LP$10.0B AUM0.89%$89M683.3KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.77%$76M427.1KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.70%$20M112.8KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.68%$2M13.2KQ4 2025OLDER
Durable Capital Partners LP$9.7B AUM0.68%$92M620.6KQ3 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.63%$4M22.8KQ1 2026OLDER
Birchview Capital, LP$176M AUM0.63%$1M8.3KQ4 2025OLDER
nVerses Capital, LLC$110M AUM0.60%$268,8342.1KQ4 2025OLDER
MUFG Securities EMEA plc$6.7B AUM0.60%$40M225.4KQ1 2026OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.59%$48M270.0KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.56%$4M23.6KQ1 2026OLDER
Odyssean, LLC$274M AUM0.51%$1M7.8KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.51%$4M22.1KQ1 2026OLDER
Montanaro Asset Management Ltd$334M AUM0.48%$2M13.0KQ3 2025OLDER
Onex Canada Asset Management Inc.$601M AUM0.47%$3M25.8KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.46%$164M1.26MQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.46%$10M54.0KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.35%$55M309.1KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.34%$20M112.6KQ1 2026OLDER
NS Partners Ltd$2.2B AUM0.33%$7M42.0KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.33%$2M12.5KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.33%$35M200.0KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.32%$4M23.1KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.32%$25M141.3KQ1 2026OLDER
DE BURLO GROUP INC$441M AUM0.31%$1M7.8KQ1 2026OLDER
Eukles Asset Management$224M AUM0.30%$662,0303.7KQ1 2026OLDER
B.O.S.S. Retirement Advisors, LLC$328M AUM0.29%$949,2925.3KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.28%$1M9.5KQ4 2025OLDER
DF DENT & CO INC$5.2B AUM0.27%$19M142.6KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.27%$8M42.9KQ1 2026OLDER
Sofinnova Investments, Inc.$2.6B AUM0.26%$6M46.2KQ4 2025OLDER
Alamea Verwaltungs GmbH$135M AUM0.26%$378,6132.6KQ3 2025OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.25%$61M341.2KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.25%$850,9304.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.24%$41M232.9KQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.24%$697,9025.4KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.24%$381,1362.93MQ4 2025OLDER
Corient IA LLC$106M AUM0.22%$238,3461.3KQ1 2026OLDER
Andina Capital Management, LLC$113M AUM0.22%$252,5751.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.20%$59M330.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.20%$5M27.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.20%$152M856.1KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.20%$18M100.8KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.19%$719,4844.0KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.19%$6M48.8KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.19%$5M29.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.19%$61M341.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.19%$2M16.8KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.18%$8M45.9KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.18%$25M142.8KQ1 2026OLDER
ORSER CAPITAL MANAGEMENT, LLC$202M AUM0.18%$318,6472.5KQ4 2025OLDER
BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM0.18%$471,3562.6KQ1 2026OLDER
VIKING GLOBAL INVESTORS LP$35.7B AUM0.18%$67M514.3KQ4 2025OLDER
Carmignac Gestion$6.5B AUM0.18%$12M64.8KQ2 2026
EntryPoint Capital, LLC$341M AUM0.18%$453,2743.1KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.17%$4M27.8KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.16%$16M92.0KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.16%$4M20.5KQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.16%$3M15.0KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.15%$22M126.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.15%$21M120.2KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.14%$474,0242.7KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.14%$551,3973.1KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.14%$2M15.3KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.14%$417M2.34MQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.13%$1M6.6KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.13%$49M373.9KQ4 2025OLDER
R Squared Ltd$182M AUM0.13%$229,2741.3KQ1 2026OLDER
TPG GP A, LLC$3.7B AUM0.12%$4M25.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.12%$488M2.74MQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.12%$1M6.3KQ1 2026OLDER
apricus wealth, LLC$205M AUM0.12%$215,7181.5KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.12%$70M391.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.11%$62M347.4KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.11%$271,4301.5KQ2 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.11%$2M11.3KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.11%$12M84.7KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.10%$37,717290Q4 2025OLDER
Woodline Partners LP$26.4B AUM0.10%$27M153.2KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.10%$382,5982.2KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.10%$408,5183.1KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$2M16.4KQ4 2025OLDER
Machina Capital S.A.S.$508M AUM0.10%$491,0992.8KQ1 2026OLDER
Canvas Wealth Advisors, LLC$588M AUM0.10%$567,5833.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.09%$227M1.28MQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.09%$293,3292.0KQ3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.09%$12M65.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.08%$229,1661.8KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.08%$57M321.6KQ1 2026OLDER
111 Capital$406M AUM0.08%$373,4022.9KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.08%$69M389.4KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.08%$286,3922.2KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.08%$6M31.9KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.08%$392,7813.0KQ4 2025OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM0.08%$2M11.4KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.08%$12M66.9KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.08%$792,9444.5KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.07%$5M30.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.07%$147M832.0KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.07%$43M239.5KQ1 2026OLDER
FIL Ltd$128.7B AUM0.07%$86M482.0KQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.07%$291,3511.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.06%$841,6814.7KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.06%$24M137.6KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.06%$4M20.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.06%$262,4612.0KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.06%$52M291.5KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.06%$485,2292.7KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.05%$72M403.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.05%$30M166.2KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.05%$2M13.0KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.05%$19M109.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$12M70.0KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.05%$27M152.6KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.05%$2M27.2KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$1M8.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.04%$84M473.4KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.04%$564,7214.3KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M12.7KQ4 2025OLDER
Net Worth Advisory Group$482M AUM0.04%$209,3191.2KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.04%$426,5322.4KQ1 2026OLDER
Wick Capital Partners, LLC$548M AUM0.04%$235,8561.3KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.04%$87,792595Q3 2025OLDER
State of Wyoming$844M AUM0.04%$376,6542.9KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M13.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.04%$95M533.4KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.04%$738,8715.7KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$1M7.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$333,5061.9KQ1 2026OLDER
Bellevue Group AG$4.2B AUM0.04%$2M8.8KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.04%$44,112248Q1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$444,1562.5KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.04%$6M34.1KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.04%$2M10.0KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.04%$400,2082.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.04%$2M12.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$3M17.5KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.04%$22M150.0KQ3 2025OLDER
Frec Markets, Inc.$587M AUM0.03%$203,3051.1KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$735,4924.1KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.03%$4M22.2KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$10M56.0KQ1 2026OLDER
OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM0.03%$610,0943.4KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.03%$304,6911.7KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.03%$474,8493.7KQ2 2026
Centiva Capital, LP$13.6B AUM0.03%$4M23.7KQ1 2026OLDER
Hardy Reed LLC$1.4B AUM0.03%$423,5092.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M19.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M13.9KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.03%$679,1734.6KQ3 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M10.2KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.03%$419,7732.4KQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.03%$2M16.1KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.03%$6M32.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.03%$7M37.2KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.03%$780,8355.3KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$3M14.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.02%$37M209.5KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.02%$4M21.7KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$592,8413.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M16.0KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.02%$312,1621.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.02%$955,1625.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M24.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M9.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$733,1814.1KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.02%$64,034360Q1 2026OLDER
Oak Thistle LLC$1.0B AUM0.02%$216,4671.2KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.02%$202,2381.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$175M984.2KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.02%$409,4293.1KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$23M129.6KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.02%$2M10.6KQ3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.02%$12M67.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$59M455.4KQ1 2026OLDER
EQUITEC PROPRIETARY MARKETS, LLC$187M AUM0.02%$35,574200Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$357M2.01MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$782,5716.0KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.02%$9M49.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M7.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M10.3KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M7.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$33M188.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$6M47.6KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$3M18.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$5M42.0KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M10.6KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.02%$227,6601.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$31M172.6KQ1 2026OLDER
Cadence Bank$1.7B AUM0.02%$282,4902.2KQ4 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$304,6911.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.02%$6M34.7KQ1 2026OLDER
NATIXIS$28.0B AUM0.02%$5M25.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M13.9KQ4 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$235,5001.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$16M90.7KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$737,9834.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$48,814293Q1 2026OLDER
LONGFELLOW INVESTMENT MANAGEMENT CO LLC$480M AUM0.02%$76,306429Q1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$833,3204.7KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$1M7.9KQ1 2026OLDER
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.01%$447,3432.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$826M4.64MQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.01%$218,4241.2KQ2 2026
Parcion Private Wealth LLC$1.6B AUM0.01%$229,6301.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$449,3322.5KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$17M96.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$258M1.45MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M39.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$52M289.9KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M12.5KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$621,4274.8KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.01%$11M61.3KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$1M8.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M10.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$83M468.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$228,7031.6KQ3 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$15M114.5KQ4 2025OLDER
Amundi$367.1B AUM0.01%$43M243.1KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.01%$630,0163.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$358,4092.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M16.3KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.01%$21,000120Q1 2026OLDER
Boreal Capital Management LLC$123M AUM0.01%$13,34075Q1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$335,0071.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$170M956.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$69M386.9KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M11.0KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$234,4331.3KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$325,1502.5KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M53.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$54M306.4KQ1 2026OLDER
GenTrust, LLC$2.3B AUM0.01%$231,9421.3KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$64M359.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$18M102.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$7M38.8KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$4M27.7KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$7M53.5KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$59M332.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$30M170.5KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$268,7621.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$16M90.3KQ1 2026OLDER
Hilltop National Bank$468M AUM0.01%$38,776218Q1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$271,7851.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$69M390.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$365M2.05MQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$473,4883.2KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$341,3331.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$256M1.44MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$475,5893.2KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.01%$30,594172Q1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$14M77.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M13.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$566M4.35MQ4 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$655,0973.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M6.1KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$809,1314.5KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$235,7851.6KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M13.4KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M10.9KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$313,3021.8KQ1 2026OLDER
Swedbank AB$95.1B AUM0.01%$8M59.5KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$360,7202.0KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$321,7111.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$120M920.7KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$250,7971.4KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.01%$338,8431.9KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$470,8212.6KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.01%$17,787100Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M22.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$102M572.6KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.01%$2M9.4KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.01%$3M14.1KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$453,7462.6KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.01%$27,749156Q1 2026OLDER
LMR Partners LLP$45.4B AUM0.01%$3M16.3KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M12.2KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M40.9KQ1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.01%$12,15468Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$29M164.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M24.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M11.5KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$586,2243.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$189,2531.1KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$262,8921.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$107,789606Q1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.01%$2M15.9KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$49M273.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$191,3881.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$20M111.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$16M89.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M7.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M16.8KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$292,0631.6KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$663,4365.1KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$24M133.7KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$28,103158Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$13,72293Q3 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$416,0382.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$104,232586Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M18.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M12.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M5.9KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$547,3063.1KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$423,6862.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$3M14.7KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$324,4351.8KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$841,5034.7KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$8,18246Q1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$325,5402.5KQ4 2025OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$44,481342Q4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$3M14.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M11.7KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$81,287457Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M23.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$377,0252.1KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$28,815162Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$749,0114.2KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.00%$564,7214.3KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$374,0602.1KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M28.3KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$480,9602.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$41M232.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M7.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M7.2KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$209,3531.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$4M22.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$12M65.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$127,533717Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$11M62.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M8.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M10.2KQ1 2026OLDER
Clean Yield Group$355M AUM0.00%$8,71649Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$500,1702.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$478,6482.7KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$202,4081.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$63,126356Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$14,40881Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$4,09223Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$400,3852.3KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$563,7893.8KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M13.2KQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.00%$3,02417Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$625,3923.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M19.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$110,991624Q2 2026
Elyxium Wealth, LLC$312M AUM0.00%$7,15355Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$25,969146Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$4,87829Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$250,2631.4KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M6.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$12M69.1KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$251,6861.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$461,3472.6KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$3,55720Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M18.4KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$487,1862.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M5.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$8,06462Q2 2026
Investors Research Corp$523M AUM0.00%$8,89450Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M20.0KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$203,1761.4KQ3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$44,468250Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$300,4221.7KQ1 2026OLDER
Navalign, LLC$396M AUM0.00%$6,50350Q4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$244,7491.4KQ2 2026
Marex Group Ltd$15.8B AUM0.00%$219,2591.5KQ3 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$428,8452.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$337,7751.9KQ1 2026OLDER
M&G Plc$19.4B AUM0.00%$288,8941.6KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$3,55820Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M7.2KQ1 2026OLDER
Inlight Wealth Management, LLC$270M AUM0.00%$3,90230Q4 2025OLDER
Quarry LP$558M AUM0.00%$7,82644Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$227,8511.3KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$17,787100Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M7.0KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$48,025270Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$3,38019Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$613,6234.7KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$324,9681.8KQ2 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$2M14.6KQ4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$78,974444Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$57,274322Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$39,131220Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$696,7173.9KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,0676Q1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$268,7621.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M11.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$893,6195.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$61,543346Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$8,15245.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$162,396913Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M7.7KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$225,8951.3KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$699,5623.9KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$519,5582.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$776,0464.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$782,4504.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$271,0741.5KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$367,8352.1KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$3,73521Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$296,8651.7KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$2,13412Q1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$13,656105Q4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$2,66915Q1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$1,2457Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$14,437111Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,66815Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$49,448278Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$201,4631.5KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$352,5932.7KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M12.6KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$5,45937Q3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$588,6564.5KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$908,3835.1KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$1,2467Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,80227Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$26,662205Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$41,266232Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$150,574845Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$6,58137Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$4,44725Q1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$1,95711Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$347,7362.0KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$632,8613.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M8.4KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$2,49014Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M11.3KQ2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M5.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$272,3771.8KQ3 2025OLDER
MidFirst Bank$1.2B AUM0.00%$3,90230Q4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$428,8203.0KQ3 2025OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$8895Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,77910Q1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.00%$4,44725Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$14,05279Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$1,0996Q1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$3552Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,20218Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$6,93739Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$62419Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M9.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$304,4702.3KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$450,7452.5KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,4238Q1 2026OLDER
First Pacific Financial$777M AUM0.00%$1,6019Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$7,47142Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$789,0314.4KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1,2457Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$1M7.8KQ4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,02417Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$139,094782Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$39,131220Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1,95611Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$3,38019Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$7124Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,95711Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$52,024400Q4 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$5,15829Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$8905Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$3562Q1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$1,4238Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$16,526112Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$489,0002.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$5,51431Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$56,487317Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$8856Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$15,65388Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$821Q4 2025OLDER

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