SEC 13F Intelligence

MSGEMADISON SQUARE GARDEN ENTMT

CUSIP 558256103 · Yahoo Finance ↗ · Google Finance ↗

Madison Square Garden Entmt (MSGE) has 11 institutional holders in Filings Flow’s 13F database, together reporting 40.60M shares worth $2.3B as of Q1 2026. The largest reported holders are Ariel Investments, LLC, Jericho Capital Asset Management L.P., and Vanguard Group Inc.

Institutional Holders
11
Q1 2026
Reported Value
$81M
Ticker
MSGE
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 234Q4 ’25Q1 ’26: 242Q1 ’26Q2 ’26: 11Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $2.1BQ4 ’25Q1 ’26: $2.3BQ1 ’26Q2 ’26: $81MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
AWH Capital, L.P.$110M AUM6.53%$7M122.0KQ1 2026OLDER
DENDUR CAPITAL LP$1.4B AUM5.27%$72M1.22MQ1 2026OLDER
Northern Right Capital Management, L.P.$281M AUM5.18%$20M366.4KQ4 2025OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM4.03%$360M6.11MQ1 2026OLDER
Jericho Capital Asset Management L.P.$6.8B AUM3.19%$216M3.66MQ1 2026OLDER
BOYAR ASSET MANAGEMENT INC.$176M AUM2.29%$4M68.3KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM2.19%$4M71.7KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM1.99%$78M1.32MQ1 2026OLDER
Avantyr Capital Partners, LP$2.1B AUM1.79%$37M630.9KQ1 2026OLDER
Islander Capital Partners, L.P.$308M AUM1.53%$5M80.0KQ1 2026OLDER
SCHOLTZ & COMPANY, LLC$195M AUM1.11%$2M37.0KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM1.07%$47M795.2KQ1 2026OLDER
Kerrisdale Advisers, LLC$263M AUM0.70%$2M31.1KQ1 2026OLDER
Odyssean, LLC$274M AUM0.54%$1M25.2KQ1 2026OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.46%$5M82.2KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.36%$37M628.3KQ1 2026OLDER
Numerai GP LLC$997M AUM0.31%$3M52.8KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.28%$5M77.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.27%$3M50.9KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.24%$1M20.3KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.21%$7M123.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.20%$29M500.4KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.18%$1M20.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.17%$130M2.20MQ1 2026OLDER
VARCOV Co.$268M AUM0.12%$309,5985.7KQ4 2025OLDER
Quantedge Capital Pte Ltd$183M AUM0.12%$217,9673.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.12%$28M475.1KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.10%$5M79.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.09%$70M863.5KQ2 2026
Fourth Dimension Wealth, LLC$264M AUM0.09%$234,0984.3KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.08%$216,3684.0KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$505,4488.6KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.08%$3M59.2KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.07%$3M47.6KQ1 2026OLDER
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM0.07%$483,3578.2KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$791,88117.5KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.06%$231,1633.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$3M46.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.05%$7M111.7KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$268,9744.7KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.05%$3M76.1KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.04%$10M175.8KQ1 2026OLDER
CULLEN INVESTMENT GROUP, LTD.$827M AUM0.04%$355,9164.4KQ2 2026
Entropy Technologies, LP$2.2B AUM0.04%$909,57015.4KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.04%$47M802.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$31M526.4KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.04%$210,9793.9KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.04%$2M38.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.04%$3M47.6KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.03%$319,1923.9KQ2 2026
AXQ CAPITAL, LP$777M AUM0.03%$239,8234.1KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.03%$286,6574.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.03%$4M76.2KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$309,5985.7KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M27.8KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.03%$257,3784.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$18M308.5KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.02%$2M35.7KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.02%$797,46513.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$18M305.8KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$44,729830Q4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$244,4774.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$11M189.8KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.02%$7M121.3KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$130,6622.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$8M135.6KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.01%$208,8363.5KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$787,74513.4KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$214,9473.2KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.01%$46,885870Q4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M21.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$19M317.0KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.01%$805,47613.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$40M673.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$48M810.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$23M387.9KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$995,87416.9KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.01%$652,62911.1KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.01%$302,7975.1KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$284,5354.8KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M17.8KQ1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.01%$1M20.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M39.8KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M40.5KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M22.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$653,60711.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M113.3KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$625,91910.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$195,2283.3KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$261,2664.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$104M1.77MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$8M131.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$645,53611.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$48M810.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$20M342.6KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2M40.1KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$244,5944.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$169,7792.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$16M278.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$66M1.12MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$582,8549.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M41.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$6M105.7KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$3M54.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$64M1.19MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$28M476.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$276,1114.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$620,73510.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M19.5KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.00%$8,622160Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$22M374.0KQ1 2026OLDER
Quarry LP$558M AUM0.00%$20,155374Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$148,5712.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$20M332.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$206M3.81MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$169M2.87MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M46.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M52.6KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M26.2KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$104M1.76MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$622,50110.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M76.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M39.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M43.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M18.4KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$285,0735.3KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$405,1246.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M86.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$290,4264.9KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$12,842218Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$13M213.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$501,5608.5KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$27,629469Q1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$396,8467.4KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$10M170.8KQ2 2026
STATE STREET CORP$2.90T AUM0.00%$54M922.0KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$55,1841.0KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M34.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$72,1651.2KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$232,3535.1KQ3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$899,96316.7KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M52.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$555,4629.4KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$14,728250Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$38,233649Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$221,6764.9KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M21.3KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$943,20816.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M199.9KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M18.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$994,64116.9KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M49.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$727,30312.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$784,79913.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$14,479179Q2 2026
Invesco Ltd.$653.3B AUM0.00%$8M143.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$7M110.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$613,13510.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$458,7917.8KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$1M20.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$143,7402.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$207,0113.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$572,9599.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M24.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13M223.4KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M42.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M17.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M18.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$579,1839.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$697,50412.9KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M49.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$656,38714.5KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M41.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M36.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M25.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M101.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$22,689421Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M51.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$570,52112.6KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$15,450191Q2 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$976,61016.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$366,0756.8KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.00%$12,725216Q1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$303,6335.2KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M138.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$338,6145.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M17.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$131,1342.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M32.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$412,7827.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$807,42013.7KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$636,22810.8KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$3,07438Q2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$331,0155.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,93849.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$2,85063Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$569,4859.8KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$19,087324Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$6M93.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$15,140257Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$234,3444.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$48,012815Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$101,3841.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,00117Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$23,018505Q3 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$3536Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,77281Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$94316Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$220,7953.7KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$58910Q1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$5309Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$52013Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$113,4741.9KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$4728Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$347,6885.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$774,66713.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,98588Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$6,95786Q2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,59795Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,53226Q1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$94316Q1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$70712Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$508,6878.6KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$2955Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$7,364125Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$66,7701.2KQ4 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$1,00117Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$64911Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$9,494164Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,82631Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$307,3925.2KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$82514Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$100,0881.7KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4728Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2364Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$1,83234Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,76730Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$12,961220Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$9,720165Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$82514Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$11,311192Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$12,371210Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$58910Q1 2026OLDER
Trust Co$1.1B AUM0.00%$4718Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$7,465165Q3 2025OLDER
NFSG Corp$608M AUM0.00%$2164Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,82631Q2 2026
Hughes Financial Services, LLC$651M AUM0.00%$1773Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$20,383346Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1773Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$123,0002.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$5,891100Q2 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,47260Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$2,54547Q4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$3536Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$82514Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$371Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,11919Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$3,53560Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3236Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$10,527189Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$3177Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$10,486178Q2 2026
ASSETMARK, INC$49.0B AUM0.00%$1,06018Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1182Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$451Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1773Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1182Q1 2026OLDER

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