SEC 13F Intelligence

METCRAMACO RES INC

CUSIP 75134P600 · Yahoo Finance ↗ · Google Finance ↗

Ramaco Res Inc (METC) has 205 institutional holders in Filings Flow’s 13F database, together reporting 48.58M shares worth $745M as of Q1 2026. The largest reported holders are Discovery Capital Management, LLC / Ct, Dayah Capital LLC, and Blackrock, Inc..

Institutional Holders
205
Q1 2026
Reported Value
$745M
Ticker
METC
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 208Q4 ’25Q1 ’26: 205Q1 ’26Q2 ’26: 14Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $837MQ4 ’25Q1 ’26: $745MQ1 ’26Q2 ’26: $18MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Yorktown Energy Partners XI, L.P.$142M AUM32.55%$46M2.98MQ1 2026OLDER
Dayah Capital LLC$261M AUM29.89%$78M5.05MQ1 2026OLDER
FOURSIXTHREE CAPITAL LP$268M AUM4.68%$13M811.8KQ1 2026OLDER
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM4.43%$85M5.51MQ1 2026OLDER
Ratan Capital Management LP$269M AUM3.99%$7M222.8KQ3 2025OLDER
Simcoe Capital LLC$109M AUM2.21%$2M155.5KQ1 2026OLDER
Lunt Capital Management, Inc.$260M AUM1.87%$5M315.8KQ1 2026OLDER
GeoSphere Capital Management, LLC$229M AUM1.26%$2M50.0KQ3 2025OLDER
BECK CAPITAL MANAGEMENT, LLC$437M AUM1.16%$5M151.8KQ3 2025OLDER
Cox Capital Mgt LLC$151M AUM1.01%$2M46.6KQ3 2025OLDER
Potrero Capital Research LLC$163M AUM0.69%$2M114.2KQ4 2025OLDER
Marnell Management LLC$288M AUM0.63%$2M117.7KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.62%$8M243.3KQ3 2025OLDER
Portolan Capital Management, LLC$1.9B AUM0.54%$10M561.7KQ4 2025OLDER
Merewether Investment Management, LP$5.2B AUM0.45%$19M561.4KQ3 2025OLDER
VARCOV Co.$268M AUM0.41%$1M58.2KQ4 2025OLDER
Informed Momentum Co LLC$866M AUM0.37%$3M98.6KQ3 2025OLDER
Ghisallo Capital Management LLC$3.6B AUM0.33%$10M300.0KQ3 2025OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.32%$2M160.0KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.27%$1M68.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.27%$432,93624.1KQ4 2025OLDER
PointState Capital LP$7.9B AUM0.26%$18M999.2KQ4 2025OLDER
Diameter Capital Partners LP$1.1B AUM0.26%$4M125.0KQ3 2025OLDER
Yorktown Management & Research Co Inc$120M AUM0.25%$296,05919.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.22%$550,24230.6KQ4 2025OLDER
BankChampaign, National Association$101M AUM0.21%$213,49811.9KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.19%$4M230.8KQ1 2026OLDER
Pinnacle Family Advisors, LLC$213M AUM0.16%$334,50821.6KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.15%$585,23837.9KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.13%$3M81.6KQ3 2025OLDER
Burkehill Global Management, LP$2.0B AUM0.11%$2M150.0KQ1 2026OLDER
Prairiewood Capital, LLC$346M AUM0.11%$331,90010.0KQ3 2025OLDER
FAIRFIELD, BUSH & CO.$180M AUM0.10%$187,55212.1KQ1 2026OLDER
HARVEY CAPITAL MANAGEMENT INC$439M AUM0.10%$447,00313.5KQ3 2025OLDER
DOVER ADVISORS, LLC$242M AUM0.09%$227,46314.7KQ1 2026OLDER
1492 Capital Management LLC$263M AUM0.09%$242,50615.7KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.08%$30,9961.7KQ4 2025OLDER
Pingora Partners LLC$169M AUM0.08%$132,9568.6KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.08%$605,73839.2KQ1 2026OLDER
GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM0.07%$4M200.0KQ4 2025OLDER
CoreCommodity Management, LLC$538M AUM0.07%$353,69422.9KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.06%$44M2.85MQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.06%$2M142.5KQ1 2026OLDER
Oceanic Investment Management LTD$118M AUM0.06%$70,3124.5KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.06%$234,25213.0KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.06%$540,00030.0KQ4 2025OLDER
Castle Hook Partners LP$23.4B AUM0.06%$11M331.1KQ3 2025OLDER
BAMCO INC /NY/$33.1B AUM0.05%$21M623.1KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.05%$1M82.7KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$306,66617.0KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$10M287.2KQ3 2025OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.04%$2M102.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.04%$313,05225.7KQ3 2025OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.04%$2M101.4KQ4 2025OLDER
State of Wyoming$844M AUM0.04%$356,89210.8KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M143.2KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.04%$2M123.0KQ1 2026OLDER
FAGAN ASSOCIATES, INC.$719M AUM0.04%$265,5208.0KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M173.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$937,21660.6KQ1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.03%$83,9335.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$858,06047.7KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.03%$241,65515.6KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.03%$616,83618.6KQ3 2025OLDER
Kraft, Davis & Associates, LLC$479M AUM0.03%$121,55010.0KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$31M2.02MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$6M382.5KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$299,8719.0KQ3 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$448,06513.5KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$15M997.8KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.02%$3M177.7KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$265,55414.8KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$230,32314.9KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.01%$2M119.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M121.6KQ2 2026
Cambria Investment Management, L.P.$1.8B AUM0.01%$179,08513.6KQ3 2025OLDER
Costello Asset Management, INC$289M AUM0.01%$30,9202.0KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.01%$16,595500Q3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$899,27327.1KQ3 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$18,0001.0KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M85.1KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.01%$162,48510.5KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$493,15414.9KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M326.9KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M146.6KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M67.2KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.01%$456,96729.6KQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.01%$215,7356.5KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M323.6KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.01%$201,11411.2KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$10M308.0KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$561,43036.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$45M2.93MQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.01%$87,9542.6KQ3 2025OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.01%$32,4662.1KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$900,00050.0KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$322,17120.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$47M3.05MQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$45,9943.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$721,74640.1KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$632,17540.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$18M1.19MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M139.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$22M1.44MQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$197,31612.8KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.00%$138,40010.0KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$7,730500Q1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$187,36012.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$27,0541.5KQ4 2025OLDER
Archer Investment Corp$469M AUM0.00%$18,0001.0KQ4 2025OLDER
Circle Wealth Management, LLC$7.0B AUM0.00%$284,07818.4KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$6,277406Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$9M597.2KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2M130.5KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.00%$257,97614.3KQ4 2025OLDER
MidFirst Bank$1.2B AUM0.00%$46,3803.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$537,43534.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M147.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$753,79948.8KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$491,21214.8KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$28M1.83MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$19M1.25MQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$16M1.02MQ2 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$191,12410.6KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$834,43025.1KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$24M1.56MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M146.7KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$721,89040.1KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$384,04224.8KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M88.9KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$356,42823.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$193,68312.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$351,43722.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$67,4364.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M90.9KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$52,0233.4KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$22,3401.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M36.5KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$44M2.87MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$178,36211.5KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$32,2352.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$8,488549Q1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.00%$1,546100Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$18M1.14MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M154.7KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$4M286.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$19M1.04MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$64M4.12MQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M98.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$265,07017.1KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$2,628170Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$7,730500Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15M1.04MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$163,75210.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$15M995.3KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$33,7492.2KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M157.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M367.8KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2,885218Q2 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$13,044393Q3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$898,28658.1KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$231,90015.0KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$7,684497Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$745,58022.5KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$29M1.88MQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$192,60010.7KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M333.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M76.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$407,78826.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$43M2.40MQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$372,27824.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$262,82017.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$720,69146.6KQ1 2026OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.00%$9,276600Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$44,1982.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$554,48835.9KQ1 2026OLDER
NVWM, LLC$449M AUM0.00%$2,535164Q1 2026OLDER
Grey Fox Wealth Advisors, LLC$637M AUM0.00%$2,72282Q3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$221,59812.3KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M126.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$837,93254.2KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$4,638300Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$7,730500Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$443,71813.4KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$26,1001.4KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$114,9126.4KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$415,10026.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$148,2469.6KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$3,983120Q3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$55435.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$359,68010.8KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$300,79019.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$314,5759.5KQ3 2025OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$1,26882Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$268,09717.3KQ1 2026OLDER
Clarity Asset Management, Inc.$198M AUM0.00%$77350Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$177,68211.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$274,72017.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$216,0676.5KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$22,270671Q3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$247,4976.1KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$421,51727.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$7M443.0KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$660,96036.7KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$231,71415.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M108.7KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$10,465791Q2 2026
Bangor Savings Bank$1.4B AUM0.00%$3,876293Q2 2026
CITY HOLDING CO$800M AUM0.00%$2,195142Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$1,35075Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$2M99.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M81.6KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$1,45394Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$106,2586.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$621,41540.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$581,23832.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$564,89336.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$827,82153.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$262,82017.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4,273323Q2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$176,77011.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$281,10918.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$1,574119Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$14,786997Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$291,37518.8KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$94461Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$70,3434.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$186,63912.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$71,2714.6KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$1,323100Q2 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$224,18514.5KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$1,546100Q1 2026OLDER
Evergreen Advisors, LLC$426M AUM0.00%$46430Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$227,40914.7KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$66420Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$197,10312.7KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$18,5521.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,077199Q1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$30920Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$7,999241Q3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$3,865250Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$37821Q4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$1,15975Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$21,3521.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,112266Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$4,190271Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,600200Q4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$1,855120Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$137,3168.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$62,0874.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$124,9788.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,12973Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$49231.8KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$92860Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$58738Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2,922189Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$16,8201.1KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$14,7461.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1409Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$142,5269.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$6,343410Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$122,2587.9KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$8,039520Q1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$78724Q3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$32,4001.8KQ4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$11,556642Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$15,058974Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$1,16075Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$4,514292Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,138203Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$3,092200Q2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$36020Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$17,6091.1KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$463Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$23215Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$7,730500Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$6327Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$16,3261.1KQ2 2026
FMR LLC$1.90T AUM0.00%$61,5544.0KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$594Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$151Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$292Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$1097Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$30920Q1 2026OLDER

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