SEC 13F Intelligence

MQMARQETA INC

CUSIP 57142B104 · Yahoo Finance ↗ · Google Finance ↗

Marqeta Inc (MQ) has 251 institutional holders in Filings Flow’s 13F database, together reporting 302.06M shares worth $908M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
251
Q1 2026
Reported Value
$908M
Ticker
MQ
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 89Q2 ’21Q4 ’21: 198Q4 ’21Q4 ’22: 257Q4 ’22Q4 ’25: 248Q4 ’25Q1 ’26: 251Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $29.7BQ2 ’21Q4 ’21: $79.6BQ4 ’21Q4 ’22: $4.7BQ4 ’22Q4 ’25: $1.0BQ4 ’25Q1 ’26: $908MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Vitruvian Partners LLP$112M AUM25.00%$28M6.85MQ1 2026OLDER
Ahara Advisors LLC$120M AUM1.88%$2M550.3KQ1 2026OLDER
ABBINGTON INVESTMENT GROUP$172M AUM1.49%$3M626.0KQ1 2026OLDER
Cander Asset Management LP$557M AUM1.45%$8M1.97MQ1 2026OLDER
CPV Partners, LLC$224M AUM1.30%$3M716.1KQ1 2026OLDER
North Reef Capital Management LP$2.9B AUM1.04%$30M7.40MQ1 2026OLDER
Arnhold LLC$1.4B AUM0.88%$12M2.94MQ1 2026OLDER
Lavaca Capital LLC$564M AUM0.76%$4M1.06MQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.69%$2M400.0KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.63%$4M1.04MQ1 2026OLDER
Optimus Prime Fund Management Co., Ltd.$1.0B AUM0.46%$5M1.18MQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.40%$1M219.9KQ4 2025OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.29%$8M1.99MQ1 2026OLDER
Werba Rubin Papier Wealth Management$718M AUM0.28%$2M493.1KQ1 2026OLDER
Alta Park Capital, LP$642M AUM0.27%$3M596.3KQ3 2025OLDER
Southpoint Capital Advisors LP$4.9B AUM0.25%$12M3.00MQ1 2026OLDER
COFG Advisors, LLC$404M AUM0.15%$608,610149.2KQ1 2026OLDER
Novo Holdings A/S$1.2B AUM0.15%$2M441.6KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.10%$23M5.64MQ1 2026OLDER
Post Resch Tallon Group Inc.$145M AUM0.09%$111,65027.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.08%$207,77943.7KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.07%$47M11.58MQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.07%$4M973.0KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.07%$101,88524.97MQ1 2026OLDER
Scientech Research LLC$120M AUM0.06%$100,52921.2KQ4 2025OLDER
J. Goldman & Co LP$3.4B AUM0.06%$2M416.2KQ3 2025OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM0.05%$138,77734.0KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.05%$44M1.8KQ1 2026OLDER
Galaxy Group Investments LLC$1.1B AUM0.05%$568,500150.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.05%$2M468.4KQ3 2025OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.04%$103,82425.4KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$317,98777.9KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.04%$5M1.26MQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.03%$3M625.6KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.03%$1M210.2KQ3 2025OLDER
apricus wealth, LLC$205M AUM0.03%$61,20015.0KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.03%$92,69617.6KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.03%$177,48733.6KQ3 2025OLDER
Donor Advised Charitable Giving, Inc.$3.9B AUM0.03%$1M264.7KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.03%$216,85553.15MQ1 2026OLDER
111 Capital$406M AUM0.02%$129,42324.5KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$145,99127.6KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.02%$795,290194.9KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.02%$96,41023.6KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM0.02%$168,69631.9KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$14M3.37MQ1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.02%$534,964101.3KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.02%$265,25650.2KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M324.4KQ1 2026OLDER
Cache Advisors, LLC$866M AUM0.02%$139,09134.1KQ1 2026OLDER
Uber Technologies, Inc$3.6B AUM0.02%$550,971135.0KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.01%$165,87240.7KQ1 2026OLDER
Northside Capital Management, LLC$1.1B AUM0.01%$156,50538.4KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$165,67631.4KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$554,439135.9KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$894,711219.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$7M1.41MQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.01%$49,71810.5KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M584.5KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.01%$48,78710.3KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$9M2.15MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M613.4KQ4 2025OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.01%$151,85332.0KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$17M3.57MQ4 2025OLDER
Kapitalo Investimentos Ltda$531M AUM0.01%$53,15910.1KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M243.8KQ4 2025OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$225,81055.3KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.01%$388,59695.2KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.01%$57,02410.8KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M285.0KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$485,695119.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$41M10.16MQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$8M1.97MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$36M8.78MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$62,12215.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M1.77MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M358.1KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.01%$860,554210.9KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$136,81133.5KQ1 2026OLDER
Financial Solutions Advisory Group, Inc.$723M AUM0.01%$40,80010.0KQ2 2026
Vinva Investment Management Ltd$8.1B AUM0.01%$283,10434.5KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$36M8.71MQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.01%$75,16114.2KQ3 2025OLDER
Torren Management, LLC$201M AUM0.00%$9,7142.0KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$6M1.46MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.00%$61,56511.7KQ3 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$3M822.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.00%$60,22911.4KQ3 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$322,88379.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$4M917.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$161,80539.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$460,587112.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$410,603100.6KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$781,687191.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$121,00529.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$69M16.93MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.00%$185,11045.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$403,27198.8KQ1 2026OLDER
Capital World Investors$732.9B AUM0.00%$25M6.13MQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$15,6603.0KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$83,77215.9KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$239,14958.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M1.03MQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$280,39468.7KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.00%$159,14939.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$694,416170.2KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$112,81321.4KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$10M2.55MQ1 2026OLDER
Your Advocates Ltd., LLP$328M AUM0.00%$7,9201.5KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$189,73246.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$16M3.96MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M594.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$178M37.52MQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$228,03955.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$381,83193.6KQ2 2026
Arizona State Retirement System$17.1B AUM0.00%$410,746100.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$38M9.37MQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$126,45623.9KQ3 2025OLDER
OP Asset Management Ltd$8.4B AUM0.00%$180,97538.1KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$3M634.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M469.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$848,795208.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$111M27.27MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$13M3.12MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M316.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M245.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$13M3.24MQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$221,75046.7KQ4 2025OLDER
Archer Investment Corp$469M AUM0.00%$8,1602.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M824.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$359,46468.1KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$528,050129.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M725.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$67M16.53MQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$44,85111.0KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$77,83119.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$166,45640.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M866.9KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$60,75514.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M458.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$732,405179.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M570.3KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$3,815935Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$221,99242.0KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$79,62119.5KQ2 2026
Advisors Asset Management, Inc.$6.0B AUM0.00%$85,93321.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M2.94MQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$479,560101.0KQ4 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$54,46813.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$38M9.24MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M2.47MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$323,95279.4KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$5,9231.2KQ2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M331.4KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$48,96012.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$387,37694.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$75,60115.9KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$249,96961.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$80,92719.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$570,955139.9KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$216,33741.0KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$4M921.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$7M1.64MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$985,692207.5KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$26,9776.6KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$269,45666.0KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$134,94633.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$686,134168.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$105,36625.8KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$2,109517Q1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$85,22017.9KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M842.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$14M2.90MQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$312,01876.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$27,2636.7KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$71,83218.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$11M2.67MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M1.06MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M323.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$169,54041.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$544,904133.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$447,168109.6KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$21941.5KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M429.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$6,2021.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$187,88242.3KQ4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$48,54510.2KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$18,7013.9KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$29,6947.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$61,29815.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M703.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$150,57531.7KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$118,96529.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$30,6457.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$411,611100.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$664,554162.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$6,2651.5KQ2 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$114,81224.2KQ4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$156,30538.3KQ1 2026OLDER
Operose Advisors LLC$431M AUM0.00%$2,289561Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M391.4KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.00%$667,488163.6KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$305,08677.6KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$600147Q1 2026OLDER
EFG International AG$4.7B AUM0.00%$22,8485.6KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,763432Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$5,9131.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$360,86988.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$2,020495Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$762,836187.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$627,292153.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$147,20636.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$164,23541.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M352.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$457,12684.7KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,163285Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$181,34444.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$212,03352.0KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$161,75239.6KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$246,54660.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$85,72121.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$235,92657.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$171,98442.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$269,21566.0KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$30078Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$18,1074.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$261,47164.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$8,9392.2KQ1 2026OLDER
Empower Advisory Group, LLC$38.5B AUM0.00%$103,06125.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$72,53315.3KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,9121.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$172,52342.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M268.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$62,60511.9KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$481,762118.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$543,778133.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,195293Q1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$528100Q3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$80,26619.7KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$4,064996Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$201,09349.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,9451.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$49,57112.2KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$255,38862.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M373.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$40,83310.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$743182Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,425300Q4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$73,01215.4KQ4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,026216Q4 2025OLDER
Man Group plc$55.1B AUM0.00%$87,17218.4KQ4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$522128Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$115,42924.0KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$95,67923.5KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,163285Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$69,08716.9KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$702172Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,665408Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$247,46860.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$28,5117.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$162,69439.9KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.00%$2,171457Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$548,787134.5KQ2 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$2,086395Q3 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$73,66018.1KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$24,2405.9KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$1,425300Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$52,51012.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M346.0KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$100,98824.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,672655Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$227,40755.7KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$535131Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$150,55236.9KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$33983Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$688190Q4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$83,55820.5KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$780191Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$19247Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,380501Q4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,088268Q2 2026
UMB Bank, n.a.$7.2B AUM0.00%$2,499526Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$5,7361.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,218300Q2 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$43,86410.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,971756Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$111,90627.4KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$22,2445.5KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$39697Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$22956Q1 2026OLDER
Amundi$367.1B AUM0.00%$82,82820.3KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5714Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$8521Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$381,19293.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$70,07017.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$12,5863.1KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$22,6735.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$3,990840Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$508125Q2 2026
HFM Investment Advisors, LLC$260M AUM0.00%$379Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,106516Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$19,1844.8KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$379Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$32680Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$4511Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$205Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$5,6881.2KQ4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$256Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$6,0631.5KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$49193Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$5,2261.3KQ2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3,113763Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$25763Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,000384Q1 2026OLDER

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