SEC 13F Intelligence

MRPMILLROSE PPTYS INC

CUSIP 601137102 · Yahoo Finance ↗ · Google Finance ↗

Millrose Pptys Inc (MRP) has 21 institutional holders in Filings Flow’s 13F database, together reporting 135.85M shares worth $3.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
21
Q1 2026
Reported Value
$22M
Ticker
MRP
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 473Q4 ’25Q1 ’26: 479Q1 ’26Q2 ’26: 21Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $4.1BQ4 ’25Q1 ’26: $3.7BQ1 ’26Q2 ’26: $22MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Permian Investment Partners, LP$905M AUM12.00%$109M3.88MQ1 2026OLDER
Brave Warrior Advisors, LLC$4.0B AUM5.90%$238M8.52MQ1 2026OLDER
Waterfall Asset Management, LLC$179M AUM5.09%$9M325.0KQ1 2026OLDER
ELEMENT CAPITAL MANAGEMENT LLC$1.1B AUM4.06%$8M284.3KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM3.13%$39M1.38MQ1 2026OLDER
GREENHAVEN ASSOCIATES INC$6.1B AUM2.23%$137M4.60MQ4 2025OLDER
Cannell & Spears LLC$5.1B AUM2.02%$103M3.68MQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM1.60%$12M388.4KQ2 2026
Callodine Capital Management, LP$1.4B AUM1.49%$21M762.4KQ1 2026OLDER
MILLER VALUE PARTNERS, LLC$383M AUM1.32%$5M180.8KQ1 2026OLDER
Blue Whale Capital LLP$2.1B AUM1.28%$25M834.3KQ4 2025OLDER
First Dallas Securities Inc.$270M AUM1.13%$3M108.8KQ1 2026OLDER
ROBOTTI ROBERT$641M AUM1.09%$7M249.4KQ1 2026OLDER
Newtyn Management, LLC$936M AUM0.94%$9M300.0KQ4 2025OLDER
Adelante Capital Management LLC$1.5B AUM0.85%$12M444.0KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM0.70%$21M750.0KQ1 2026OLDER
Saber Capital Managment, LLC$135M AUM0.69%$928,20033.1KQ1 2026OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM0.68%$19M669.1KQ1 2026OLDER
Carmel Capital Partners, LLC$277M AUM0.63%$2M62.8KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.53%$1M49.8KQ1 2026OLDER
Asset Management Advisors, LLC$181M AUM0.47%$783,30028.0KQ1 2026OLDER
Merited Wealth, LLC$121M AUM0.46%$552,21619.7KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.46%$6M203.8KQ1 2026OLDER
MONTGOMERY INVESTMENT MANAGEMENT INC$293M AUM0.45%$1M47.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.41%$4M149.6KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.37%$18M658.7KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.37%$496,13217.7KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.26%$838,01229.9KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.24%$993,07635.5KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.24%$11M410.2KQ1 2026OLDER
Rockbridge Asset Management LLC$149M AUM0.23%$383,85912.9KQ4 2025OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.23%$2M79.3KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.22%$670,29223.9KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.22%$3M95.4KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.21%$535,45017.9KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.21%$17M573.8KQ4 2025OLDER
State of Wyoming$844M AUM0.20%$2M61.3KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.20%$37M1.33MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.19%$5M164.7KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.18%$2M54.0KQ4 2025OLDER
PEAK FINANCIAL ADVISORS LLC$226M AUM0.18%$401,60414.3KQ1 2026OLDER
Edgemoor Investment Advisors, Inc.$1.3B AUM0.17%$2M76.2KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.16%$455,04116.3KQ1 2026OLDER
Sippican Capital Advisors$146M AUM0.16%$235,5368.4KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.13%$898,52032.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.13%$44M1.56MQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.13%$165,0965.9KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.13%$3M105.2KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.12%$31M1.11MQ1 2026OLDER
Miller Investment Management, LP$1.0B AUM0.12%$1M36.0KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.11%$906,49530.3KQ4 2025OLDER
683 Capital Management, LLC$1.9B AUM0.11%$2M60.0KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.10%$120M4.30MQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.10%$10M357.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.10%$14M515.9KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.09%$786,56028.1KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.09%$224,1688.0KQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM0.08%$1M43.7KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.08%$422,35015.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.08%$12M415.9KQ1 2026OLDER
111 Capital$406M AUM0.07%$339,26311.4KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.07%$84M3.00MQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.06%$590,02417.6KQ3 2025OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.06%$648,87723.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$21,417717Q4 2025OLDER
Abacus Planning Group, Inc.$743M AUM0.06%$421,90415.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.06%$18M650.4KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$433,94415.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.06%$1M41.5KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.05%$12M412.7KQ1 2026OLDER
Unison Advisors LLC$1.3B AUM0.05%$619,44422.1KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$1M37.0KQ3 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.05%$1M47.9KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.05%$265,7209.5KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.04%$5M166.4KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.04%$738,89226.4KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.04%$17M617.8KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.04%$585,21920.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.04%$95,7653.4KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.04%$3M96.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$9M336.5KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.04%$1M45.0KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.04%$652,16123.3KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$325,83611.6KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.03%$201,6946.0KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M68.4KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.03%$524,12917.5KQ4 2025OLDER
LYELL WEALTH MANAGEMENT, LP$1.4B AUM0.03%$453,57615.2KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$19M687.1KQ1 2026OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.03%$201,6236.8KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.03%$647,94823.1KQ1 2026OLDER
Fractal Investments LLC$845M AUM0.03%$252,0009.0KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.03%$2M83.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$26M944.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M103.2KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.03%$531,63619.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M36.0KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M50.8KQ1 2026OLDER
Quarry LP$558M AUM0.03%$149,0165.3KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.03%$3M110.9KQ1 2026OLDER
NATIXIS$28.0B AUM0.03%$7M256.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.02%$5M162.5KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.02%$508,47717.0KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$214,3687.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$416M14.85MQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.02%$564,90020.2KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M95.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$20M706.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$6M221.0KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.02%$114,1323.8KQ2 2026
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.02%$252,0757.5KQ3 2025OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.02%$276,2489.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$10M372.1KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.02%$6M228.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.02%$7M243.7KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.02%$28,9221.1KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$686,00024.5KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$817,74029.2KQ1 2026OLDER
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.02%$289,10010.3KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.02%$162,0905.4KQ2 2026
Blackstone Inc.$25.6B AUM0.02%$4M135.4KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M66.0KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$29M1.04MQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.02%$21,178709Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$88,5363.2KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M48.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M41.8KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M41.3KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$985,85235.2KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$343,44812.3KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.01%$593,64121.2KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$977,56434.9KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.01%$4M151.7KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.01%$262,4169.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$498,88916.7KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$43M1.55MQ1 2026OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.01%$363,12813.0KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$498,87617.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$25M891.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$601,58021.5KQ1 2026OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.01%$31,8231.1KQ2 2026
Advisors Capital Management, LLC$8.6B AUM0.01%$931,31031.2KQ4 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$633,95218.9KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$64M2.30MQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$8M299.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$8M282.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M80.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$577M20.61MQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$1M38.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$64M2.29MQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$183M6.53MQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$83,3843.0KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.01%$2M68.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$7M235.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$18M637.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$631M21.12MQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M375.7KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.01%$292,93610.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$10M347.2KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$234,4307.0KQ3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$5M181.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$861,78430.8KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$263,4838.8KQ4 2025OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$302,15310.1KQ2 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M72.5KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$964,76834.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$475,86817.0KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$320,20811.4KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.01%$35,5601.3KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.01%$2M58.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$988,51235.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$45M1.62MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M42.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$27M959.0KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$1M47.6KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$16M582.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$215,7967.7KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$300,19410.1KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$465,08016.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$36M1.28MQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$46M1.64MQ1 2026OLDER
Howard Capital Management Inc.$6.1B AUM0.01%$383,15213.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M116.2KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$6217Q4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M61.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$466,45216.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$151,0915.0KQ2 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$494,06017.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M187.4KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.01%$9,828351Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$774,67627.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M38.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$614,57221.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$77,6752.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.01%$50,4561.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$379,93213.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$84M3.01MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$148M5.28MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$84M2.81MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M42.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$9M305.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$8M282.8KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M45.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$194M6.93MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$385,36413.8KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$8,204293Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M80.2KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$7M249.7KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$751,23125.1KQ4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$585,06620.9KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$2M53.1KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$11,200400Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$68,9362.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$78,7642.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$53,5361.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$31M1.10MQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M82.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$13M469.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M99.9KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$7,336262Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M132.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$125,1134.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$949,20033.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$917,60132.8KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$682,80824.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$135,9404.9KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.00%$204,8207.3KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$52,5281.9KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$306,76811.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M144.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$193,9006.9KQ2 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M75.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$406,83014.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1M47.0KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.00%$8,201244Q3 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$293,08410.5KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$15,795554Q1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.00%$631,93222.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M39.0KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$5M173.1KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$14,577488Q2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M77.4KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$483,30817.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$819,64929.3KQ2 2026
GGM Financial LLC$217M AUM0.00%$6,412229Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$187,5166.7KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$3,836137Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$762,94427.2KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.00%$10,241366Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$19M667.9KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M82.4KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$38,5511.4KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M54.3KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M44.4KQ1 2026OLDER
Align Financial, LLC$176M AUM0.00%$4,6304.6KQ4 2025OLDER
Sava Infond d.o.o.$705M AUM0.00%$18,900675Q1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$4,340155Q1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.00%$12,936462Q1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$210,5847.0KQ4 2025OLDER
NVWM, LLC$449M AUM0.00%$11,004393Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$10,948391Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M99.0KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$334,65612.0KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$4M126.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M173.2KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.00%$3,388121Q1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$205,2866.3KQ3 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$227,3328.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M45.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M76.5KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M343.7KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$750,04126.3KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$17,360620Q1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$6,498232Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$32M1.19MQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$9M320.6KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$2,88596Q2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$361,22312.9KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$5,040180Q1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.00%$19,533650Q2 2026
HB Wealth Management, LLC$15.5B AUM0.00%$303,36310.8KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$556,52819.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M34.2KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$6,071202Q2 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$2M82.6KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$1M46.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M51.5KQ4 2025OLDER
Varma Mutual Pension Insurance Co$17.0B AUM0.00%$267,4358.0KQ3 2025OLDER
Graney & King, LLC$186M AUM0.00%$3,136112Q1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$2,987100Q4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,79264Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$54,0681.9KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$6,412229Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M97.8KQ4 2025OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.00%$190,9596.4KQ4 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$14,560520Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$200,8447.2KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$14,736438Q3 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$5,852209Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$13M481.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$673,45624.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$8M291.0KQ2 2026
Sankala Group LLC$122M AUM0.00%$1,80463Q1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.00%$278,2649.9KQ1 2026OLDER
BAYBAN$115M AUM0.00%$1,68060Q1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.00%$4,340155Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$259,8398.7KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M42.0KQ3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$491,01217.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$289,04410.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$650,86023.2KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$217,0657.3KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$292,57410.4KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$3,620108Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$907,78432.4KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M223.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M107.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$911,40632.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M65.8KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$257,7409.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$252,2249.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M386.2KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$24,847872Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$13,428486Q1 2026OLDER
Aspect Partners, LLC$245M AUM0.00%$2,73191Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$7,308261Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M170.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$775,54227.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$5M169.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$210,7917.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$16M556.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M56.8KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$23,520840Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$11,900396Q2 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$617,61221.7KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$8,148291Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M103.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$192,3886.9KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M72.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$26,653977Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M63.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$6,104218Q1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$12,307412Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$52,7061.8KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$2,06169Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$26,555889Q4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$5M167.6KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$52,2201.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$725,31924.3KQ4 2025OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$202,5247.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$831,34829.7KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$1,62458Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$5,544198Q1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$6,580235Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$70,0292.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$442,87615.8KQ1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$2,21279Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$1M41.3KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.00%$359,88412.9KQ1 2026OLDER
Provenance Wealth Advisors, LLC$945M AUM0.00%$7,000250Q1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$1,24437Q3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$252,7817.5KQ3 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$3,630108Q3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$687,82024.6KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$19,815708Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$12,936462Q1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM0.00%$1,56856Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$5,796207Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$4,057135Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M66.5KQ1 2026OLDER
1015 Capital Partners, LLC$103M AUM0.00%$70025Q1 2026OLDER
Swedbank AB$95.1B AUM0.00%$622,32822.2KQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM0.00%$1,40050Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$14,455484Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$24,160804Q2 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$78428Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$12,908461Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$737,01626.3KQ1 2026OLDER
Archer Investment Corp$469M AUM0.00%$2,800100Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$3M102.6KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$2,39080Q4 2025OLDER
LMR Partners LLP$45.4B AUM0.00%$312,47010.5KQ4 2025OLDER
Solstein Capital, LLC$244M AUM0.00%$1,42851Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$28,0001.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M73.4KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$2,01760Q3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$290,36010.4KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$12,824458Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$131,7004.7KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$8,400300Q1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$1,79260Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$566,68620.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$55,0941.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$36,6071.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$920,57932.8KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$1,06438Q1 2026OLDER
CrossGen Wealth, LLC$114M AUM0.00%$51018Q1 2026OLDER
CNB Bank$238M AUM0.00%$1,06438Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$28,6321.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,815136.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$85,4243.1KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$74,2842.7KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$253,0089.0KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$36,5151.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$102,5083.7KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$1,09239Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$2,24075Q4 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$75627Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$94,9563.2KQ4 2025OLDER
Boreal Capital Management LLC$123M AUM0.00%$47617Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M51.2KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$56020Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$321,09810.7KQ4 2025OLDER
Crews Bank & Trust$690M AUM0.00%$2,52090Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$269,2039.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$626,53622.4KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$25,424908Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$208,3826.2KQ3 2025OLDER
Financial Perspectives, Inc$358M AUM0.00%$1,26045Q1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$1,34448Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$95234Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$3,630108Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$15,596557Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$977,14434.9KQ1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$3,555119Q4 2025OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$95234Q1 2026OLDER
City State Bank$385M AUM0.00%$1,20443Q1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$42015Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$286,91810.2KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$3,360120Q1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$95634Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M82.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$278,0189.9KQ1 2026OLDER
Olistico Wealth, LLC$203M AUM0.00%$59720Q4 2025OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$1,13040Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$3,150113Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$3,361100Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$161,4475.4KQ4 2025OLDER
Scarborough Advisors, LLC$914M AUM0.00%$2,49289Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$2,52090Q1 2026OLDER
Seneschal Advisors, LLC$135M AUM0.00%$36413Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,14841Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$92531Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$207,0607.4KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.00%$77726Q4 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,23244Q1 2026OLDER
Advocate Investing Services LLC$118M AUM0.00%$28010Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$53818Q4 2025OLDER
Osbon Capital Management LLC$123M AUM0.00%$28010Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$1,45652Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$5,068181Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$13,173441Q4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$348,60310.4KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$114,8844.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,21036Q3 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$2,09170Q4 2025OLDER
Granite FO LLC$169M AUM0.00%$33612Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,42851Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$2,49289Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$47617Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$2,35284Q1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.00%$4,956177Q1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$42015Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$2,35284Q1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$1,55452Q4 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2398Q4 2025OLDER
MTM Investment Management, LLC$316M AUM0.00%$50415Q3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$443,68815.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$56020Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$8,134242Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$864,00030.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$13,048466Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$1,34448Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$15,456552Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,24437Q3 2025OLDER
Torren Management, LLC$201M AUM0.00%$27510Q1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$1967Q1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$35812Q4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$7,361219Q3 2025OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$42015Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$42015Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$67224Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$1,81654Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,696132Q1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.00%$67224Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$5,404193Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$42015Q1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1967Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$1,09239Q1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.00%$1,65259Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$2,71891Q4 2025OLDER
Core Alternative Capital$339M AUM0.00%$33610Q3 2025OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$1495Q4 2025OLDER
WealthCollab, LLC$243M AUM0.00%$2248Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$2,21279Q1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$2,32483Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$92433Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1967Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$23,015822Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$2529Q1 2026OLDER

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