SEC 13F Intelligence

MMSIMERIT MED SYS INC

CUSIP 589889104 · Yahoo Finance ↗ · Google Finance ↗

Merit Med Sys Inc (MMSI) has 399 institutional holders in Filings Flow’s 13F database, together reporting 59.36M shares worth $4.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
399
Q1 2026
Reported Value
$4.0B
Ticker
MMSI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 239Q4 ’18Q1 ’19: 245Q2 ’19: 224Q2 ’19Q3 ’19: 189Q2 ’21: 220Q2 ’21Q4 ’21: 246Q4 ’22: 262Q4 ’22Q4 ’25: 386Q1 ’26: 399Q1 ’26Q2 ’26: 22filingsflow.com
Total reported value
Q4 ’18: $5.0BQ4 ’18Q1 ’19: $6.8BQ2 ’19: $6.2BQ2 ’19Q3 ’19: $10.0BQ2 ’21: $7.3BQ2 ’21Q4 ’21: $8.9BQ4 ’22: $1.6BQ4 ’22Q4 ’25: $5.5BQ1 ’26: $4.0BQ1 ’26Q2 ’26: $128Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Iron Triangle Partners LP$875M AUM3.89%$34M385.7KQ4 2025OLDER
Greenhouse Funds LLLP$2.2B AUM3.46%$77M1.12MQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM2.98%$149M2.17MQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM1.62%$26M377.6KQ1 2026OLDER
PFM Health Sciences, LP$1.1B AUM1.02%$11M162.5KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.86%$29M424.2KQ1 2026OLDER
Thrive Capital Management, LLC$456M AUM0.73%$3M48.2KQ1 2026OLDER
Ranger Investment Management, L.P.$1.4B AUM0.70%$10M139.4KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.64%$24M348.6KQ1 2026OLDER
Peak Retirement Planning, Inc.$501M AUM0.62%$3M45.1KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.62%$20M226.5KQ4 2025OLDER
Riverwater Partners LLC$300M AUM0.59%$2M25.9KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.57%$49M714.1KQ1 2026OLDER
MARTIN & CO INC /TN/$587M AUM0.53%$3M45.1KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.53%$680,8779.9KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.51%$82M1.18MQ2 2026
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.49%$146M2.12MQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.48%$65M946.5KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.45%$9M105.7KQ4 2025OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM0.43%$8M115.8KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.38%$11M158.8KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.35%$8M122.6KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.31%$30M430.6KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.30%$10M138.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.27%$5M68.4KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.26%$3M42.5KQ1 2026OLDER
Scientech Research LLC$120M AUM0.26%$308,7374.5KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.25%$20M290.5KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.25%$277,5814.0KQ1 2026OLDER
MOKAN Wealth Management Inc.$226M AUM0.24%$540,5257.8KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.22%$703,3778.5KQ3 2025OLDER
Whalen Wealth Management Inc.$187M AUM0.22%$404,2225.9KQ1 2026OLDER
BAM Wealth Management, LLC$134M AUM0.22%$287,8524.2KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.20%$6M79.6KQ1 2026OLDER
Graetz Wealth LLC$112M AUM0.20%$223,3383.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.20%$6M87.5KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.20%$11M161.1KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.19%$407,5835.9KQ1 2026OLDER
CWC Advisors, LLC.$210M AUM0.19%$395,6585.7KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.19%$26M382.9KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.19%$5M55.3KQ4 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.18%$54M777.5KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.18%$1M15.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.17%$450,3585.4KQ3 2025OLDER
Perbak Capital Partners LLP$406M AUM0.16%$918,19311.0KQ3 2025OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.16%$29M420.9KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.16%$19M277.2KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.14%$6M86.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.14%$83M1.20MQ1 2026OLDER
Guardian Asset Advisors, LLC$171M AUM0.14%$263,4513.0KQ4 2025OLDER
Brucke Financial, Inc.$197M AUM0.13%$265,9323.9KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.13%$2M26.5KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$1M21.6KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.13%$111M1.33MQ3 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.13%$18M259.7KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.12%$137,8602.0KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.12%$2M23.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.12%$488,9207.1KQ1 2026OLDER
GUIDANCE CAPITAL, INC$446M AUM0.11%$493,6748.2KQ1 2026OLDER
ORG Partners LLC$568M AUM0.11%$619,4837.0KQ4 2025OLDER
Gibbs Wealth Management$762M AUM0.10%$799,72611.6KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.10%$2M23.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.10%$25M287.1KQ4 2025OLDER
AMI ASSET MANAGEMENT CORP$1.6B AUM0.10%$2M21.8KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.09%$243,8642.9KQ3 2025OLDER
R Squared Ltd$182M AUM0.09%$217,8132.6KQ3 2025OLDER
EPIQ PARTNERS, LLC$236M AUM0.09%$208,0203.0KQ2 2026
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.08%$2M26.7KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.08%$2M25.7KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$587,4536.7KQ4 2025OLDER
Talon Private Wealth, LLC$753M AUM0.08%$592,5918.6KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.08%$29M425.3KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.08%$820,68111.9KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.07%$5M76.5KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.07%$3M38.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.07%$51M741.9KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM0.06%$91,1821.3KQ2 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$3M42.3KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.05%$434,6824.7KQ3 2025OLDER
Portside Wealth Group, LLC$738M AUM0.05%$375,9455.5KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.05%$434,3976.3KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.05%$641,8707.7KQ3 2025OLDER
Impax Asset Management Group plc$14.3B AUM0.05%$7M100.0KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.05%$30M428.3KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.05%$638,4279.3KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$15M216.1KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.04%$37M447.4KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.04%$10M151.0KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.04%$652,7407.4KQ4 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.04%$1M18.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M33.7KQ1 2026OLDER
Hilltop National Bank$468M AUM0.04%$187,3572.7KQ2 2026
MARSHALL WACE, LLP$100.4B AUM0.04%$40M574.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.04%$22M313.0KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.04%$505,6707.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$4M61.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M72.3KQ1 2026OLDER
Archer Investment Corp$469M AUM0.03%$154,7741.8KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$22M314.2KQ1 2026OLDER
AXIOM INVESTORS LLC /DE$9.0B AUM0.03%$3M44.1KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$226,7803.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M26.3KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.03%$2M24.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.03%$73M1.06MQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.03%$17M250.8KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$256,6953.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.03%$14M205.3KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$543,0548.0KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.03%$142,4901.7KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$2M33.2KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$22M320.7KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$250,9743.6KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.03%$1M17.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$679,6509.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M32.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.03%$31M448.3KQ1 2026OLDER
Portman Square Capital LLP$2.6B AUM0.03%$590,9337.1KQ3 2025OLDER
NATIXIS$28.0B AUM0.03%$6M66.4KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$871,48212.6KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.02%$346,0704.2KQ3 2025OLDER
Gradient Investments LLC$7.2B AUM0.02%$2M23.9KQ2 2026
Smith Group Asset Management, LLC$2.0B AUM0.02%$442,1866.4KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$12M177.8KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$215,4393.1KQ2 2026
NORDEN GROUP LLC$1.0B AUM0.02%$221,0583.2KQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.02%$2M18.8KQ4 2025OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M28.6KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.02%$5M67.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$9M124.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$2M22.1KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$300,1914.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$1M14.5KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.02%$68,9301.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$85M1.24MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$5M76.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.02%$732,45010.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$23,637284Q3 2025OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM0.02%$216,4403.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$353,7495.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M23.6KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.02%$452,6005.1KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.02%$715,76910.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$13M194.2KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$10M140.0KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.01%$3M43.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$16M228.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M46.3KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$4M55.8KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$119,3181.7KQ1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.01%$255,6613.7KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M16.3KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.01%$86,6451.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$243M3.52MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$24M346.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$83M1.20MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$934,82913.6KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$594,7288.6KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$9M135.4KQ2 2026
PROFUND ADVISORS LLC$2.7B AUM0.01%$382,7044.3KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$308,7374.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M32.0KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.01%$230,2263.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$64M921.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$550,4346.2KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.01%$26,607386Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$7M106.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$66M962.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$609M8.83MQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$792,41911.5KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$31M447.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M29.8KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$38M546.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$338,3784.9KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$2M25.1KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$327,3494.7KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M14.4KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$19,309232Q3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M159.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M15.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M33.9KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$426,7466.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M23.3KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M55.5KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$397,3815.8KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$1M16.2KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$580M6.58MQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$225,3553.3KQ2 2026
Atria Investments, Inc$8.9B AUM0.01%$747,27010.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$317,6984.6KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$353,2675.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$26M376.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$4M60.7KQ1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.01%$214,2343.1KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M51.3KQ4 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$46,666677Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M27.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$28M410.7KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$626,9879.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$47M675.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$292,9773.3KQ4 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$699,66510.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M16.3KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$348,1565.0KQ2 2026
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M19.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$104M1.51MQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M27.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$34M491.2KQ2 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$47M681.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$8M111.1KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.01%$18M205.0KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$101M1.14MQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$578,1818.4KQ1 2026OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.01%$137,2802.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$163M2.36MQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$321,8104.7KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M134.2KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$306,6014.4KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$6,52274Q4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$114,7681.7KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$467,6906.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$45,149655.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M14.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$4M60.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$45M647.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M69.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$583,4238.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$11,512167Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$630,5547.2KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M41.7KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$501,7417.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$18M264.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$351,7495.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$26M383.8KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$316,5954.6KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$5,44579Q1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$297,0884.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M117.2KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$183M2.66MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$371,8085.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$18M259.7KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M22.6KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$47,332537Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$17M250.9KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.00%$237,1183.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$6M93.5KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$21M303.8KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M33.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$69M1.00MQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.00%$202,8992.3KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$281,7983.2KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$902,98313.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$5M75.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$238,0843.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M47.1KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$49,994721Q2 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M22.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$574,4526.9KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$106,9121.6KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$155,0932.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M52.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$30,191438Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M15.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$11,649169Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M85.7KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$408,4105.9KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$3,99858Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$40M580.9KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$349,7515.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M30.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M45.1KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$5,30877Q1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$705,15410.2KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$252,8353.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$384,7675.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$42M617.0KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$7,40789Q3 2025OLDER
Key FInancial Inc$562M AUM0.00%$14,118172Q3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$831,22712.1KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$22,195322Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M66.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$11M155.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$9M136.7KQ1 2026OLDER
Amundi$367.1B AUM0.00%$8M112.1KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$424,5406.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M16.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M17.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$361,4634.1KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$481,5457.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M86.6KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$815,09711.8KQ1 2026OLDER
Capital World Investors$732.9B AUM0.00%$14M172.0KQ3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M20.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$13M182.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M23.4KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$24,678358Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$22,057320Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$7,376107Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$43,909637Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M64.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M25.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M35.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$48,460706Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$315,5413.6KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M18.6KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$379,5985.5KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$341,1023.9KQ4 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$14,820215Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$903,67213.1KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$2,77440Q2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$1M15.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$123,4811.8KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$15,717228Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$437,3616.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$8,134118Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M45.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$313,0293.6KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$25,922311Q3 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$2,27533Q1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$733,54110.8KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,44750Q1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.00%$206,7903.0KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$26,358299Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$305,7054.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M15.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$223,2643.2KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M15.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M61.3KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$657,5177.9KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M74.7KQ4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,03415Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$627,8849.1KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$3,51651Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$300,5354.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M27.5KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$253,1113.7KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$50,152569Q4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M23.8KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$76,3061.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M18.8KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$4,23148Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$3M45.1KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$4,78469Q2 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$8,936132Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$8,892129Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M25.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$51,284744Q1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$537,0347.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$193,0042.8KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$11,381137Q3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$669,3109.7KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$200,5192.3KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$386,6285.6KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$3,27548Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$35,637517Q2 2026
GHP Investment Advisors, Inc.$2.4B AUM0.00%$13,924202Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$225,8153.3KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$18,167262Q2 2026
Raleigh Capital Management Inc.$290M AUM0.00%$1,58523Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$940,82613.6KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$76,3061.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$358,8245.2KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M19.4KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$23,229337Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$312,0153.5KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$858,28610.5KQ3 2025OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$1,65424Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$1,65424Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$1,67519Q4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$5,13174Q2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$29,571429Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$222,1243.3KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$2,58131Q3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$21,360315Q1 2026OLDER
Quarry LP$558M AUM0.00%$2,41335Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$230,5023.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$152,9562.2KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$325,8783.7KQ4 2025OLDER
Rakuten Securities, Inc.$241M AUM0.00%$99912Q3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$298,6623.4KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$13,660197Q2 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$4415Q4 2025OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$379,8045.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$68910Q1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$34,465500Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$6209Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$496,2967.2KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$3,79155Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$98,9151.4KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$3,44750Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$222,9883.2KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$8,323100Q3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$382,6305.6KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$3135Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$52,387760Q1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.00%$23,093262Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$6109Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$212,3043.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$6,893100Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,41241Q3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,13660Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$2,02723Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$22,311327Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$4,49551Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$89613Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$82812Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M23.3KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$10,477152Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,17146Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$7939Q2 2026
CVA Family Office, LLC$950M AUM0.00%$1,37920Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$82812Q1 2026OLDER
Davis Capital Management$169M AUM0.00%$2083Q2 2026
WHITTIER TRUST CO$8.9B AUM0.00%$10,511155Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,48136Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,791210Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$44,070500Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$7,238105Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$86,3691.3KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$9,512138Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$179,1102.6KQ1 2026OLDER
Abound Wealth Management$504M AUM0.00%$3534Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$6,52374Q4 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$75911Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$20,541298Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2073Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3455Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1872Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3,72354Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$5558Q2 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,55037Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$5528Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$25,504370Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4146Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$10,404125Q3 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$2063Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,17217Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$50,296731Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$831Q3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$6209Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,25871Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$19,832225Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$2073Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$7,514109Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$13,303193Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$691Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$7939Q4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$5468Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$841Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$83212Q2 2026
Dunhill Financial, LLC$424M AUM0.00%$851Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,68939Q1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$691Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,86127Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$691Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,374165Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2073Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$650Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$7,13981Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$3,17146Q1 2026OLDER

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