SEC 13F Intelligence

MPTMEDICAL PROPERTIES TRUST INC

CUSIP 58463J304 · Yahoo Finance ↗ · Google Finance ↗

Medical Properties Trust Inc (MPT) has 489 institutional holders in Filings Flow’s 13F database, together reporting 350.38M shares worth $1.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
489
Q1 2026
Reported Value
$1.6B
Ticker
MPT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 374Q4 ’18Q1 ’19: 425Q2 ’19: 392Q2 ’19Q3 ’19: 408Q2 ’21: 512Q2 ’21Q4 ’21: 574Q4 ’22: 593Q4 ’22Q4 ’25: 478Q1 ’26: 489Q1 ’26Q2 ’26: 23filingsflow.com
Total reported value
Q4 ’18: $21.8BQ4 ’18Q1 ’19: $29.6BQ2 ’19: $25.9BQ2 ’19Q3 ’19: $39.6BQ2 ’21: $122.2BQ2 ’21Q4 ’21: $151.2BQ4 ’22: $2.4BQ4 ’22Q4 ’25: $1.7BQ1 ’26: $1.6BQ1 ’26Q2 ’26: $40Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WILSEY ASSET MANAGEMENT INC$681M AUM5.16%$35M7.61MQ2 2026
Soviero Asset Management, LP$200M AUM1.00%$2M380.0KQ3 2025OLDER
EDMP, INC.$124M AUM0.74%$914,504197.5KQ1 2026OLDER
TICINO WEALTH$288M AUM0.49%$1M299.7KQ1 2026OLDER
Odyssean, LLC$274M AUM0.43%$1M256.3KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.34%$30M6.38MQ1 2026OLDER
Concorde Asset Management, LLC$204M AUM0.32%$649,639137.7KQ2 2026
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.28%$4M802.4KQ3 2025OLDER
Crawford Fund Management, LLC$520M AUM0.24%$1M275.0KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.24%$2M500.0KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.24%$2M303.8KQ1 2026OLDER
VARCOV Co.$268M AUM0.23%$620,272134.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.21%$6M1.23MQ4 2025OLDER
Samalin Investment Counsel, LLC$282M AUM0.20%$573,054123.8KQ1 2026OLDER
Demars Financial Group, LLC$304M AUM0.18%$541,729117.0KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.17%$31M6.69MQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.16%$9M2.00MQ1 2026OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.15%$1M251.5KQ1 2026OLDER
Adams Asset Advisors, LLC$891M AUM0.14%$1M271.2KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.14%$203,66944.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.12%$3M542.8KQ4 2025OLDER
Palogic Value Management, L.P.$237M AUM0.12%$277,80060.0KQ1 2026OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.10%$8M1.79MQ1 2026OLDER
Coign Capital Advisors LLC$190M AUM0.10%$192,46041.6KQ1 2026OLDER
Allie Family Office LLC$228M AUM0.10%$229,62848.6KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.10%$2M339.8KQ1 2026OLDER
Hazelview Securities Inc.$537M AUM0.09%$479,251103.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.08%$3M623.2KQ4 2025OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.08%$727,301158.1KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.07%$212,84442.0KQ3 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.07%$2M350.0KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.07%$199,09043.0KQ1 2026OLDER
BCO Wealth Management LLC$166M AUM0.07%$120,84326.1KQ1 2026OLDER
COATUE MANAGEMENT LLC$29.1B AUM0.07%$21M4.53MQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.07%$2M349.0KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.06%$2M390.6KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.06%$277,50055.5KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.06%$620,406134.0KQ1 2026OLDER
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.06%$88,89619.2KQ1 2026OLDER
KPP Advisory Services LLC$689M AUM0.06%$389,55984.1KQ1 2026OLDER
COMMONS CAPITAL, LLC$120M AUM0.06%$85,36016.8KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.06%$109,25921.6KQ3 2025OLDER
Broyhill Asset Management, LLC$108M AUM0.05%$58,22212.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M434.7KQ3 2025OLDER
KEYNOTE FINANCIAL SERVICES LLC$188M AUM0.05%$87,10317.2KQ3 2025OLDER
Csenge Advisory Group$2.2B AUM0.05%$1M229.8KQ1 2026OLDER
Southern Financial Group, LLC$358M AUM0.05%$168,49736.4KQ2 2026
APG Asset Management US Inc.$13.0B AUM0.04%$6M1.23MQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$513,768111.0KQ1 2026OLDER
Monument Capital Management$399M AUM0.04%$166,50033.3KQ4 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.04%$1M252.3KQ4 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.04%$93,93320.3KQ2 2026
Affiance Financial, LLC$695M AUM0.04%$260,20356.3KQ2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.04%$533,020114.9KQ1 2026OLDER
Fulcrum Capital LLC$461M AUM0.03%$159,27234.4KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$1M316.1KQ1 2026OLDER
OneAscent Family Office, LLC$143M AUM0.03%$47,06910.2KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.03%$467,881101.1KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.03%$63,36713.7KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$30M6.49MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$39M8.40MQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$238,15851.4KQ1 2026OLDER
MAINSAIL ASSET MANAGEMENT, LLC$223M AUM0.03%$67,21814.5KQ1 2026OLDER
QTR Family Wealth, LLC$240M AUM0.03%$67,04111.9KQ4 2025OLDER
Three Magnolias Financial Advisors, LLC$157M AUM0.03%$46,30010.0KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M503.9KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.03%$106,08722.9KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.03%$2M310.7KQ1 2026OLDER
Dupree Financial Group, LLC$248M AUM0.03%$75,00015.0KQ4 2025OLDER
Carnegie Lake Advisors LLC$252M AUM0.03%$68,44513.5KQ3 2025OLDER
Limestone Investment Advisors LP$1.2B AUM0.03%$267,275250.0KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$8M1.76MQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.02%$103,22122.3KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.02%$143,33528.7KQ4 2025OLDER
Beacon Financial Advisory LLC$443M AUM0.02%$104,07020.5KQ3 2025OLDER
ENTERPRISE FINANCIAL SERVICES CORP$197M AUM0.02%$47,56310.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$51M11.06MQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$749,720149.9KQ4 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.02%$115,45424.9KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.02%$117,82025.4KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.02%$78,59017.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.02%$125,60025.1KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.02%$2M332.4KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.02%$671,350145.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$4M874.3KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M413.5KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$388,17683.8KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.02%$130,07737.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M218.7KQ1 2026OLDER
SAXON INTERESTS, INC.$290M AUM0.02%$50,93011.0KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M293.7KQ1 2026OLDER
Kendall Capital Management$488M AUM0.02%$75,67014.9KQ3 2025OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.02%$90,81319.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M437.0KQ1 2026OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.02%$62,41513.5KQ2 2026
Frec Markets, Inc.$587M AUM0.02%$93,86920.3KQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$166,90833.8KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$598,381129.2KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$475,739102.8KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.01%$309,63361.9KQ4 2025OLDER
State of Wyoming$844M AUM0.01%$123,87524.8KQ4 2025OLDER
Southeast Asset Advisors, LLC$913M AUM0.01%$121,81526.3KQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.01%$57,58312.4KQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.01%$73,04515.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$5M1.15MQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$1M68.1KQ2 2026
Cannon Financial Strategists, Inc.$761M AUM0.01%$92,60020.0KQ1 2026OLDER
Optas, LLC$661M AUM0.01%$78,24016.9KQ1 2026OLDER
NOVEM GROUP$873M AUM0.01%$98,92619.5KQ3 2025OLDER
RS CRUM INC.$517M AUM0.01%$50,70010.0KQ3 2025OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.01%$69,91315.1KQ1 2026OLDER
Wealthspire Retirement, LLC$1.7B AUM0.01%$185,23340.0KQ1 2026OLDER
Merkkuri Wealth Advisors LLC$151M AUM0.01%$16,7743.6KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$342,00072.0KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.01%$55,70310.9KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M720.4KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$57,74112.5KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$636,833137.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$199M43.08MQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$25,3505.0KQ3 2025OLDER
IFC Advisors LLC$699M AUM0.01%$68,41013.7KQ4 2025OLDER
Sage Capital Advisors,llc$482M AUM0.01%$47,74710.3KQ2 2026
Walleye Trading LLC$60.0B AUM0.01%$6M1.26MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M348.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M488.7KQ4 2025OLDER
Mosley Wealth Management$221M AUM0.01%$21,0714.2KQ1 2026OLDER
Nadler Financial Group, Inc.$1.0B AUM0.01%$97,23021.0KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$976,199192.5KQ3 2025OLDER
Keel Point, LLC$1.5B AUM0.01%$140,84530.4KQ2 2026
Asset Management One Co., Ltd.$33.9B AUM0.01%$3M677.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$4M769.7KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$446,43496.4KQ1 2026OLDER
Wealthstream Advisors, Inc.$661M AUM0.01%$59,69411.8KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$651,441140.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.01%$52,94411.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$26M5.61MQ1 2026OLDER
Welch Group, LLC$2.7B AUM0.01%$227,89649.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$55M11.98MQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M983.8KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$155,53133.6KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$967,647209.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M348.8KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.01%$185,70939.3KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.01%$74,03416.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$600,113129.6KQ1 2026OLDER
Stablepoint Partners, LLC$723M AUM0.01%$50,96010.2KQ4 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.01%$82,16517.7KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$47,57310.3KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.01%$54,23410.7KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M964.5KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.01%$71,99714.2KQ3 2025OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.01%$507,507100.1KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$34M7.44MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$17M3.69MQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$83,88516.8KQ4 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.01%$72,22514.4KQ4 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$522,278112.8KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$584,181126.2KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.01%$75,40015.1KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M385.2KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.01%$94,07720.3KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$278,52854.9KQ3 2025OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$123,53326.6KQ1 2026OLDER
LEE DANNER & BASS INC$1.6B AUM0.01%$104,81922.6KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$22,5504.5KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M232.0KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$5M975.5KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$55,28211.9KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.01%$94,28520.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M459.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$349M75.30MQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$145,52831.4KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.01%$49,03210.6KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M2.39MQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$250,89949.5KQ3 2025OLDER
Ritter Daniher Financial Advisory LLC / DE$589M AUM0.01%$34,5537.5KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.01%$85,65518.5KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$10,0282.1KQ1 2026OLDER
Goldstone Financial Group, LLC$922M AUM0.01%$53,05411.5KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.01%$50,93011.0KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$232,54046.5KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$53,44911.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$8M1.53MQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$29M6.31MQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.01%$85,49318.5KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$144,23831.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$45M9.71MQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.01%$75,30915.1KQ2 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$997,037218.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$3M570.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$501,873108.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$338M67.59MQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.00%$199,86442.5KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.00%$114,42022.6KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$122,37126.4KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.00%$7,5001.5KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$968,956209.3KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.00%$102,20822.1KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$262,06556.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$521,418112.6KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$2M319.5KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$199,86742.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$121M25.56MQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$288,16762.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$2M333.0KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$500,475108.1KQ1 2026OLDER
Quarry LP$558M AUM0.00%$22,0574.8KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.00%$49,35610.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$14,1453.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$329,85465.1KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$127,49227.5KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$597,738124.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M577.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$652,460140.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M634.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M955.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$425,03491.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$9M1.89MQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$58,46012.8KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.00%$76,24015.2KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$518,054111.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$16M3.38MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$14M3.03MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$60M11.95MQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$66,33914.3KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.00%$51,13510.1KQ4 2025OLDER
NVWM, LLC$449M AUM0.00%$15,3903.3KQ1 2026OLDER
Greenspring Advisors, LLC$1.6B AUM0.00%$55,19911.9KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM0.00%$61,58013.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$975,842210.8KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M290.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$184,51539.9KQ2 2026
NorthCrest Asset Manangement, LLC$3.2B AUM0.00%$105,74522.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M325.1KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$15,7203.4KQ1 2026OLDER
Baltimore-Washington Financial Advisors, Inc.$2.3B AUM0.00%$77,12515.4KQ4 2025OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.00%$56,79212.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$24M5.22MQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.00%$62,76013.6KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$376,41081.3KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$84,74318.3KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$473,186102.2KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.00%$90,97019.6KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$82,11317.7KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.00%$46,31410.0KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M457.7KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$77,15516.7KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$887,590191.7KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$33,3177.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$261,34056.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$98,96721.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M435.4KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.00%$68,13514.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M598.6KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$738,749159.6KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$209,08145.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$388,80284.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$46M9.98MQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$5,1201.0KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.00%$178,09838.5KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.00%$59,75412.0KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$17M3.67MQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$126,92627.4KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$939,848203.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M1.01MQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$145,37831.4KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.00%$80,35015.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M399.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M451.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M474.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.00%$81,78617.7KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$12,8252.6KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$118,34325.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$96M20.84MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M302.8KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$7,6631.7KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$4,6301.0KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$5,7081.2KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$4M953.2KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$4,989984Q3 2025OLDER
Sigma Planning Corp$3.6B AUM0.00%$81,39017.6KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.00%$68,48014.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M464.5KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$19,8114.3KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.00%$64,26210.7KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$327,24370.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$530,423112.7KQ1 2026OLDER
Eukles Asset Management$224M AUM0.00%$4,6301.0KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.00%$76,76815.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$164,66235.6KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$41,6119.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$448,04096.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$424,36791.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$13M2.86MQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M400.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$407,92588.1KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$199,39643.1KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$358,97377.5KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$136,47429.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M470.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$899,864217.2KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$14,8163.2KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$68,25514.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$117,99625.5KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$467,625101.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$941,020203.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$58,29011.7KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3M547.2KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.00%$82,90917.9KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$13,8903.0KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$8,0951.7KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$3M548.0KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$74,47816.1KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$201,37443.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$70,65415.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$7,4101.5KQ2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$861,583186.1KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$267,93957.9KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2,287494Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$996,311215.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$77,49216.7KQ1 2026OLDER
Financial Avengers, Inc.$219M AUM0.00%$3,200691Q1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$143,25230.9KQ1 2026OLDER
Busey Bank$3.7B AUM0.00%$52,53711.3KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$3,422739Q1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$881,825190.5KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$333,21272.0KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$7,6051.5KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$341,93773.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$104,31922.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$356,01976.9KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$3,685737Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$8M1.78MQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$76,35015.3KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$122,08826.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$13,7773.0KQ2 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2M397.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$98,17021.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$170,15736.8KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$3,021701Q1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$48,37510.4KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$332,99571.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M1.10MQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$101,02721.8KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$15,7003.4KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$52,59110.2KQ1 2026OLDER
Facet Wealth, Inc.$5.8B AUM0.00%$66,13514.3KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$16,1403.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M361.7KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$47,67410.2KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.00%$103,00422.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$639,000137.9KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$2,974642Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$36,0877.8KQ2 2026
Nuveen, LLC$369.3B AUM0.00%$4M845.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$284,06058.8KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$5,7321.2KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$21,6114.3KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$9M1.91MQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.00%$58,39212.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M1.67MQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,185256Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$55,13610.9KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2M366.7KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$180,04138.9KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$65,76914.2KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$50,06410.0KQ4 2025OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$82,88417.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$36,3557.9KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.00%$57,16211.3KQ3 2025OLDER
World Investment Advisors$6.2B AUM0.00%$56,96812.3KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$50,44510.8KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$51,20311.1KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$47,82310.3KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$63,87513.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$24,0905.3KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.00%$48,16110.2KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$77,60416.8KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$1,534328Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$2,910582Q4 2025OLDER
Apella Capital, LLC$7.1B AUM0.00%$55,57312.2KQ2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$153,79033.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4,7131.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$542,946117.3KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$75,31616.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,963640Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$797,582172.3KQ1 2026OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$13,8903.0KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$56,33011.9KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$114,76424.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$981,399212.0KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$140,16730.3KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$6,9451.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$3,973858Q1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$52,68710.4KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M508.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$685,870137.2KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$123,59326.7KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$180,85235.7KQ3 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$35,7627.7KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$1,279276Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$372,80180.5KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$50,70010.0KQ3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,700799Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$235,19050.8KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$158,07934.1KQ2 2026
WPG Advisers, LLC$136M AUM0.00%$773167Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$24,5395.3KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$28,3676.1KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$1,740343Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$107,57523.2KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$72,02515.6KQ1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$1,014200Q4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$231,59750.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M236.7KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$102,46722.1KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$449,36097.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$955,100206.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$33,1747.2KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$92,53320.0KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$542117Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$661142.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$4,047874Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$437,99194.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M1.43MQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$28,0005.6KQ4 2025OLDER
WFA of San Diego, LLC$125M AUM0.00%$602130Q1 2026OLDER
Amundi$367.1B AUM0.00%$2M382.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$74,94616.2KQ2 2026
GHP Investment Advisors, Inc.$2.4B AUM0.00%$11,4602.5KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$112,30024.3KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$880176Q4 2025OLDER
Archer Investment Corp$469M AUM0.00%$2,102454Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M1.51MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$51,68911.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M267.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M302.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$409,57088.5KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$10,8812.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M342.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$150,60132.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$481,488104.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M358.0KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$1,773383Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$215,67046.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$10,7972.3KQ2 2026
Front Row Advisors LLC$296M AUM0.00%$1,180250Q1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$102,10522.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$364,16478.7KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$11,3022.4KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$6,2501.4KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$473102Q1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$618133Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$65,59014.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$340,63373.8KQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$3,126675Q1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$46,30010.0KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$25,2755.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M398.9KQ2 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$441,76795.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$3,736807Q1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$2,033439Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$14,9973.2KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$60,25813.0KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$49,73110.7KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$47595Q4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$4,012866Q1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$82,67717.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$86,51017.3KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$9,3342.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,250250Q4 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$519112Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$92,54419.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$29,8686.4KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$1,268250Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M241.8KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$71,11715.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$65,24514.1KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$84,61118.5KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$14,1922.8KQ4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$676,576133.4KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$114,78724.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,093451.9KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$1,343290Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$366,20179.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$384,27183.0KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.00%$1,982396.5KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$618,623133.6KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$40686Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$184,07539.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$55,24511.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$182,32039.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$30,1836.5KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$18,5204.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$399,36288.2KQ1 2026OLDER
Investors Research Corp$523M AUM0.00%$1,014200Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$9,7002.1KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$700151Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,288494Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$6,6111.4KQ2 2026

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