SEC 13F Intelligence

MDLNMEDLINE INC

CUSIP 58507V107 · Yahoo Finance ↗ · Google Finance ↗

Medline Inc (MDLN) has 10 institutional holders in Filings Flow’s 13F database, together reporting 635.44M shares worth $27.7B as of Q1 2026. The largest reported holders are Carlyle Group Inc., H&F Corporate Investors X, Ltd., and FMR LLC.

Institutional Holders
10
Q1 2026
Reported Value
$27M
Ticker
MDLN
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 202Q4 ’25Q1 ’26: 310Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $23.3BQ4 ’25Q1 ’26: $27.7BQ1 ’26Q2 ’26: $27MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
H&F Corporate Investors X, Ltd.$3.8B AUM100.00%$3.8B86.47MQ1 2026OLDER
Carlyle Group Inc.$10.6B AUM78.40%$8.3B187.08MQ1 2026OLDER
MBB PUBLIC MARKETS I LLC$839M AUM12.94%$109M2.44MQ1 2026OLDER
SurgoCap Partners LP$3.0B AUM9.03%$270M6.08MQ1 2026OLDER
Fremen Capital Management LP$117M AUM7.49%$9M196.7KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM7.43%$111M2.50MQ1 2026OLDER
Monashee Investment Management LLC$184M AUM7.26%$13M300.0KQ1 2026OLDER
Ghisallo Capital Management LLC$3.6B AUM5.57%$202M4.55MQ1 2026OLDER
Renaissance Capital LLC$138M AUM4.84%$7M150.3KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM4.30%$87M1.95MQ1 2026OLDER
LONE PINE CAPITAL LLC$12.5B AUM4.18%$525M11.79MQ1 2026OLDER
Clio Asset Management LLC$119M AUM3.40%$4M91.2KQ1 2026OLDER
Durable Capital Partners LP$9.7B AUM3.33%$323M7.27MQ1 2026OLDER
Khrom Capital Management LLC$1.1B AUM2.86%$31M703.1KQ1 2026OLDER
Broad Bay Capital Management, LP$1.2B AUM2.55%$30M675.0KQ1 2026OLDER
Egerton Capital (UK) LLP$9.0B AUM2.16%$194M4.37MQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM1.96%$12M259.6KQ1 2026OLDER
XN LP$2.7B AUM1.77%$63M1.50MQ4 2025OLDER
Lexington Partners L.P.$366M AUM1.63%$6M134.2KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM1.46%$16M361.4KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM1.44%$24M549.0KQ1 2026OLDER
VIKING GLOBAL INVESTORS LP$35.7B AUM1.42%$509M11.43MQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM1.05%$28M635.0KQ1 2026OLDER
Diameter Capital Partners LP$1.1B AUM0.96%$11M250.0KQ4 2025OLDER
Oribel Capital Management, LP$2.3B AUM0.94%$21M481.2KQ1 2026OLDER
Unisphere Establishment$11.9B AUM0.93%$110M2.48MQ1 2026OLDER
Scientech Research LLC$120M AUM0.80%$1M30.4KQ4 2025OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.70%$308M7.22MQ1 2026OLDER
Mass General Brigham, Inc$469M AUM0.67%$3M70.4KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.65%$20M440.0KQ1 2026OLDER
DNCA FINANCE$1.7B AUM0.64%$11M250.0KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.63%$57M1.29MQ1 2026OLDER
Port Capital LLC$2.2B AUM0.59%$13M298.8KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.58%$45M1.01MQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM0.58%$11M250.0KQ1 2026OLDER
Atika Capital Management LLC$796M AUM0.52%$5M117.8KQ4 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.49%$4M89.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.48%$69M1.54MQ1 2026OLDER
MAKENA CAPITAL MANAGEMENT LLC$866M AUM0.48%$4M93.9KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.48%$11M241.3KQ1 2026OLDER
Dragoneer Investment Group, LLC$3.0B AUM0.48%$22M525.0KQ4 2025OLDER
Artisan Partners Limited Partnership$62.3B AUM0.47%$295M6.63MQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.45%$444M9.98MQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.45%$25M564.9KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.45%$63M1.42MQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.41%$35M796.1KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.39%$9M200.1KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.38%$4M85.0KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.37%$131M2.94MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.36%$223M5.00MQ1 2026OLDER
PFM Health Sciences, LP$1.1B AUM0.35%$4M86.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.34%$48M1.09MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.33%$809,97019.3KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.32%$513,03112.21MQ4 2025OLDER
Capricorn Fund Managers Ltd$641M AUM0.29%$2M42.5KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.27%$17M389.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.27%$416M9.36MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.25%$38M855.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.24%$507M11.45MQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.24%$12M275.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.20%$54M1.21MQ1 2026OLDER
Kampmann Melissa S.$125M AUM0.19%$242,0815.4KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.19%$19M425.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.19%$147M3.30MQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.18%$5M118.3KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.18%$7M159.7KQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.17%$518M11.57MQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.17%$195M4.38MQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.16%$267,0006.0KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.16%$55M1.23MQ1 2026OLDER
First American Bank$1.6B AUM0.16%$3M57.5KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.16%$9M213.2KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.16%$1.0B23.16MQ1 2026OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM0.15%$564,70512.7KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.15%$7M152.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.15%$5M107.4KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.15%$52M1.17MQ1 2026OLDER
D1 Capital Partners L.P.$11.2B AUM0.15%$16M377.1KQ4 2025OLDER
Bellevue Group AG$4.2B AUM0.14%$6M136.6KQ1 2026OLDER
RA CAPITAL MANAGEMENT, L.P.$9.4B AUM0.14%$14M335.0KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.14%$933M20.96MQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.14%$11M260.0KQ4 2025OLDER
Munro Partners$3.0B AUM0.14%$4M91.3KQ1 2026OLDER
Covalis Capital LLP$1.6B AUM0.14%$2M50.0KQ1 2026OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM0.13%$44M988.1KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.13%$155,4003.7KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.12%$14M314.2KQ1 2026OLDER
Symmetry Investments LP$913M AUM0.12%$1M24.0KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.11%$854,17819.2KQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.11%$10M230.0KQ1 2026OLDER
Mawer Investment Management Ltd.$15.4B AUM0.11%$16M367.3KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.10%$17M390.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.10%$60M1.36MQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.10%$8M188.6KQ1 2026OLDER
Quarry LP$558M AUM0.09%$526,83611.8KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.09%$1M25.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.09%$11M251.8KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.09%$37M832.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.09%$1.6B36.56MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.08%$80M1.90MQ4 2025OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM0.08%$890,00020.0KQ1 2026OLDER
SAMLYN CAPITAL, LLC$5.9B AUM0.08%$5M124.5KQ4 2025OLDER
Parkman Healthcare Partners LLC$970M AUM0.08%$863,43620.6KQ4 2025OLDER
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$9.0B AUM0.08%$7M146.6KQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.08%$4M84.8KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.08%$597,94713.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.08%$23M550.0KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.08%$18M405.3KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.07%$268,8246.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.07%$65M1.46MQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.06%$1M30.2KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.06%$37M820.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.06%$4M97.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.05%$59M1.33MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$47M1.06MQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.05%$70,5331.6KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.05%$11M260.0KQ4 2025OLDER
Taproot Management LP$530M AUM0.05%$272,8306.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.05%$12M272.9KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.05%$249,2005.6KQ1 2026OLDER
SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM0.05%$2M42.5KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.05%$4M86.2KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.05%$3M74.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.04%$62M1.39MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M26.9KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.04%$2M45.0KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$51M1.14MQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.04%$4M101.9KQ2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$92M2.06MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.04%$637M15.16MQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.04%$2M41.2KQ1 2026OLDER
Nadler Financial Group, Inc.$1.0B AUM0.04%$379,8088.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$20M464.5KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$28M618.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$630M14.15MQ1 2026OLDER
MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM0.03%$313,9487.1KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$262,1055.9KQ1 2026OLDER
RTW INVESTMENTS, LP$10.0B AUM0.03%$3M70.0KQ1 2026OLDER
Siren, L.L.C.$3.6B AUM0.03%$1M25.0KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.03%$7M170.0KQ4 2025OLDER
National Pension Service$131.7B AUM0.03%$40M900.0KQ1 2026OLDER
Wellspring Financial Advisors, LLC$1.3B AUM0.03%$391,2008.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.03%$249,6835.61MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$29M641.7KQ1 2026OLDER
Capital World Investors$732.9B AUM0.03%$192M4.31MQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.03%$730,69016.4KQ1 2026OLDER
PERCEPTIVE ADVISORS LLC$5.1B AUM0.02%$1M28.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$91M2.04MQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$142M3.19MQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$7M155.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$37M884.5KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$125M2.81MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$108,6692.4KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.02%$4M91.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$480,73410.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M50.5KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.02%$27,368615Q1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$296,5046.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$973,43821.9KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$279M6.26MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$655M14.73MQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.02%$2M45.0KQ4 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.02%$29,993674Q1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.02%$628,80015.0KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$731,44716.4KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$441,00010.5KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M94.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$102M2.30MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$753M16.92MQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.01%$16,688375Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$5M107.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$56M1.27MQ1 2026OLDER
FIL Ltd$128.7B AUM0.01%$15M337.5KQ1 2026OLDER
Pentwater Capital Management LP$19.3B AUM0.01%$2M50.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$3M72.7KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$793M18.89MQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$6M131.4KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.01%$12,600300Q4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.01%$462,71110.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$21M480.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M143.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M32.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$12M258.4KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.01%$584,81913.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$487,05310.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$8M189.2KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$530,26211.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M25.3KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.01%$5M111.7KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$605,51213.6KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M24.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$765,93417.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$25M582.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$102M2.29MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$215M4.82MQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$1M25.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$27M604.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M22.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$54M1.21MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$26M591.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$17M370.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$14M345.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$59M1.32MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$44M990.2KQ1 2026OLDER
FIRST COMMUNITY TRUST NA$136M AUM0.01%$8,900200Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$58M1.31MQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M52.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$4M97.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$31M705.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$424,7089.5KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$57,6271.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$15M352.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$19M417.9KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$234,9605.3KQ2 2026
Perigon Wealth Management, LLC$5.5B AUM0.00%$232,7355.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$495,55211.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$22M499.3KQ2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M65.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$63M1.47MQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M98.6KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M90.2KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$60,6091.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M45.7KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$4M89.9KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$2M51.0KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$6M131.3KQ1 2026OLDER
Modus Advisors, LLC$363M AUM0.00%$11,508274Q4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$840,00020.0KQ4 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$422,7509.5KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$1M27.5KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$469,74210.6KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$12,496284Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M52.1KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$29,370660Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$8M183.0KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M30.4KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$11,476275Q2 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M36.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M26.4KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.00%$623,00014.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M39.2KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M33.7KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$10,903245Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M27.1KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$244,7505.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$6,453145Q1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$4,450100Q1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.00%$65,8201.5KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$298,1066.7KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1M25.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$344,9647.8KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$10,500250Q4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$237,4085.3KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$428,4469.6KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$25,036569Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$236,4295.3KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M71.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$844,43219.0KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$470,54310.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$65,8161.5KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$8,900200Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$24,689626Q2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$790,72117.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$204,0784.9KQ4 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,10428Q2 2026
Investors Portfolio Services LLC$108M AUM0.00%$84022Q1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$1M26.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M68.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$685,96115.4KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2,36760Q2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$404,9509.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M27.3KQ4 2025OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$11,437257Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$319,9077.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$158,2873.6KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$49,4531.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$31,332746Q4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$7,209162Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M52.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$296,3706.7KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$1,11325Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$49011Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$16,289413Q2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$16,109362Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,81467Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$98,0282.3KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,220107Q2 2026
Amundi$367.1B AUM0.00%$1M30.5KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$3,33875Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$382,6658.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$190,2824.3KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$4,851109Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$52,9551.2KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,89045Q4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$221,7435.0KQ1 2026OLDER
RMG Wealth Management LLC$866M AUM0.00%$2,12054Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,628104Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$650,62215.5KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,38031Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$151,6533.4KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.00%$3568Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$386,7958.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$14,953336Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$44510Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$334,8817.6KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$106,9612.4KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$798,00017.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$565,37312.7KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$44,0001.0KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$62,2111.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$15,664352Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,02423Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,78385Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$25,143565Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$21,138475Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$1,64737Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$12,371278Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,95944Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$3568Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$93,4522.1KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$3,82786Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$5,500125Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$16,999382Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,13648Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$13,314317Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$17,934427Q4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2275Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$892Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,80463Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$49011Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$892Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$53412Q1 2026OLDER

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