SEC 13F Intelligence

MSMMSC INDL DIRECT INC

CUSIP 553530106 · Yahoo Finance ↗ · Google Finance ↗

Msc Indl Direct Inc (MSM) has 413 institutional holders in Filings Flow’s 13F database, together reporting 47.00M shares worth $4.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and American Century Companies Inc.

Institutional Holders
413
Q1 2026
Reported Value
$4.2B
Ticker
MSM
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 290Q4 ’18Q1 ’19: 295Q2 ’19: 287Q2 ’19Q3 ’19: 283Q2 ’21: 323Q2 ’21Q4 ’21: 351Q4 ’22: 361Q4 ’22Q4 ’25: 415Q1 ’26: 413Q1 ’26Q2 ’26: 18filingsflow.com
Total reported value
Q4 ’18: $7.9BQ4 ’18Q1 ’19: $8.3BQ2 ’19: $7.1BQ2 ’19Q3 ’19: $14.0BQ2 ’21: $16.4BQ2 ’21Q4 ’21: $16.1BQ4 ’22: $1.9BQ4 ’22Q4 ’25: $4.0BQ1 ’26: $4.2BQ1 ’26Q2 ’26: $9Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Medina Value Partners, LLC$477M AUM5.60%$27M289.6KQ1 2026OLDER
Congruence Capital, LLC$298M AUM3.69%$10M119.4KQ4 2025OLDER
LONE PEAK GLOBAL INVESTORS LLC$600M AUM2.63%$16M171.2KQ1 2026OLDER
NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM2.56%$53M578.8KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM1.68%$10M110.0KQ1 2026OLDER
BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM1.46%$6M60.0KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM1.23%$65M705.8KQ1 2026OLDER
Altrius Capital Management Inc$503M AUM1.14%$6M62.2KQ1 2026OLDER
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$343M AUM1.10%$4M40.8KQ1 2026OLDER
Red Spruce Capital, LLC$287M AUM1.02%$3M24.6KQ2 2026
ICON ADVISERS INC/CO$433M AUM0.99%$4M46.4KQ1 2026OLDER
Arjuna Capital$393M AUM0.87%$3M37.0KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.82%$26M282.3KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.63%$848,8849.2KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.62%$36M393.0KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.59%$738,9908.0KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.57%$11M117.2KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.56%$21M254.2KQ4 2025OLDER
Ridgewood Investments LLC$244M AUM0.56%$1M14.7KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.55%$165M1.79MQ1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.55%$90M976.6KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM0.53%$8M87.3KQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.51%$6M64.2KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.51%$15M158.1KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.51%$1M14.5KQ1 2026OLDER
WealthPLAN Partners, LLC$518M AUM0.46%$2M25.8KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.43%$14M149.1KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.37%$45M486.5KQ1 2026OLDER
R Squared Ltd$182M AUM0.36%$775,9919.2KQ4 2025OLDER
Ceredex Value Advisors LLC$3.2B AUM0.36%$11M124.0KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.35%$36M387.3KQ1 2026OLDER
Martin Capital Partners, LLC$272M AUM0.34%$916,7967.7KQ2 2026
Alberta Investment Management Corp$16.7B AUM0.33%$56M602.0KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.29%$33M358.7KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.28%$16M189.2KQ4 2025OLDER
VALLEY WEALTH MANAGERS, INC.$1.6B AUM0.27%$4M45.7KQ1 2026OLDER
WealthPlan Investment Management, LLC$1.8B AUM0.26%$5M51.1KQ1 2026OLDER
Quantedge Capital Pte Ltd$183M AUM0.25%$451,4864.9KQ3 2025OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.24%$34M372.5KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.23%$2M26.1KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.23%$4M38.2KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.21%$1M12.8KQ4 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.21%$968,83510.5KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.21%$631,0436.8KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.21%$420,6594.6KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM0.20%$4M40.0KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.20%$2M20.1KQ1 2026OLDER
Asset Advisory Group, Inc.$229M AUM0.19%$436,7843.7KQ2 2026
Atom Investors LP$1.4B AUM0.19%$3M28.5KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.18%$828,5109.0KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.17%$4M44.4KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.17%$10M103.1KQ1 2026OLDER
Aberdeen Wealth Management LLC$219M AUM0.16%$360,6833.9KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.16%$2M18.3KQ1 2026OLDER
Boston Partners$95.5B AUM0.16%$153M1.66MQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.15%$4M48.6KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.15%$3M28.3KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.15%$4M38.4KQ3 2025OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.13%$41M444.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.13%$4M40.3KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM0.13%$2M17.7KQ3 2025OLDER
Odyssean, LLC$274M AUM0.12%$340,1073.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.12%$241M2.61MQ1 2026OLDER
Veritas Asset Management LLP$5.9B AUM0.12%$7M75.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.12%$164M1.77MQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.11%$16M195.0KQ4 2025OLDER
Verity Asset Management, Inc.$238M AUM0.11%$265,3692.9KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.11%$179,6382.1KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.11%$15M165.8KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.10%$3M34.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.10%$16M171.4KQ1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.10%$563,1246.1KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.10%$6M60.0KQ1 2026OLDER
United Community Bank$300M AUM0.09%$273,3043.0KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.09%$261,9542.8KQ3 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.09%$32M375.0KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.09%$318,6553.8KQ4 2025OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.09%$1M14.3KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.08%$345,6514.1KQ4 2025OLDER
Invst, LLC$886M AUM0.08%$723,6747.8KQ1 2026OLDER
VARCOV Co.$268M AUM0.08%$204,6152.4KQ4 2025OLDER
Auto-Owners Insurance Co$4.8B AUM0.07%$4M38.7KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.07%$3M31.8KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.07%$4M46.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.07%$43M461.8KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.07%$416,0004.5KQ3 2025OLDER
Parvin Asset Management, LLC$139M AUM0.07%$96,8841.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$22M242.0KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$553,5896.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.07%$2M26.0KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.06%$5M55.1KQ1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.06%$164,4251.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.06%$49M531.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.06%$4M43.0KQ3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.06%$52M563.1KQ1 2026OLDER
JACKSON SQUARE CAPITAL, LLC$477M AUM0.06%$283,5153.1KQ3 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.06%$2M17.7KQ2 2026
Aquatic Capital Management LLC$3.5B AUM0.06%$3M33.8KQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.06%$1M14.2KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.06%$12M128.2KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.06%$86M932.3KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.05%$225,5082.4KQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM0.05%$2M17.7KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.05%$314,3093.4KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.05%$302,2553.6KQ4 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.05%$85410.2KQ4 2025OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.05%$279,3013.0KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM0.05%$127,7941.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.05%$3M33.4KQ3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.05%$44M472.0KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.04%$125,4031.4KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$100,2471.2KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.04%$407,5574.4KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$223,8732.7KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$13M141.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$31M335.8KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.04%$126,1501.5KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$585,7567.0KQ4 2025OLDER
Sciencast Management LP$785M AUM0.04%$282,4083.4KQ4 2025OLDER
AMG National Trust Bank$4.6B AUM0.04%$2M19.4KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.04%$233,5352.5KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.04%$210,5402.3KQ3 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.04%$711,0337.7KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.04%$1M13.2KQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM0.03%$318,2523.5KQ3 2025OLDER
Optas, LLC$661M AUM0.03%$217,9882.6KQ4 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.03%$295,0853.5KQ4 2025OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.03%$233,8512.5KQ3 2025OLDER
Aviance Capital Partners, LLC$854M AUM0.03%$274,7803.0KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M24.6KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M23.2KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.03%$733,2688.7KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$4M38.8KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M79.1KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$770,6598.4KQ3 2025OLDER
State of Wyoming$844M AUM0.03%$237,0422.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$67M728.6KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.03%$8M87.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M27.8KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$125M1.36MQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.03%$520,9565.6KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M11.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.02%$653,1807.1KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$267,2812.2KQ2 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$773,5928.4KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.02%$362,6873.9KQ3 2025OLDER
FIL Ltd$128.7B AUM0.02%$30M326.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$21M228.8KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.02%$557,9944.7KQ2 2026
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M13.3KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$286,0083.1KQ1 2026OLDER
SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM0.02%$129,1781.4KQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.02%$675,4167.3KQ1 2026OLDER
Journey Advisory Group, LLC$1.2B AUM0.02%$240,1902.9KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.02%$5M58.0KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$203,8142.2KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$129M1.39MQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.02%$278,8763.3KQ4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.02%$118,7521.3KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.02%$463,2885.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$328,2973.6KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M17.5KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.02%$1M12.6KQ4 2025OLDER
CERTUITY, LLC$1.5B AUM0.02%$268,8662.9KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$5M56.1KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$2M23.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M33.1KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.02%$336,8003.7KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.02%$106M1.15MQ1 2026OLDER
Mubadala Investment Co PJSC$20.5B AUM0.02%$3M36.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$5M53.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M14.3KQ1 2026OLDER
Quarry LP$558M AUM0.02%$85,534927Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M19.4KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.02%$573,0076.2KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.01%$5M53.9KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.01%$2382.8KQ4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$9M96.1KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$945,95210.3KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.01%$310,2123.4KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$660,3777.2KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M15.3KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$666,1897.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$12M126.2KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.01%$205,3722.4KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M17.0KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$27M300.2KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.01%$966,87711.2KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$9M95.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M11.5KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M14.9KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$302,7383.3KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$1M11.3KQ1 2026OLDER
Krane Funds Advisors LLC$2.4B AUM0.01%$291,2123.2KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$2M23.5KQ4 2025OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.01%$147,6321.6KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$866,6929.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$380,2454.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M25.8KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$13M138.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M22.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$197M2.13MQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M45.5KQ1 2026OLDER
BOKF, NA$6.5B AUM0.01%$669,4197.3KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$457,2494.7KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$293,6953.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$11M116.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$30M352.2KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M14.5KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$327,6513.6KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.01%$200,8712.2KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$19M205.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$501M5.43MQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$29,143245Q2 2026
GC Wealth Management RIA, LLC$2.4B AUM0.01%$261,1252.8KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M24.0KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$350,6263.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$45M487.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M47.1KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$10M108.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M62.0KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M21.7KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$1M12.3KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$232,9772.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$3M31.2KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$184,5402.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$182,4691.5KQ2 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$26M283.8KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M12.3KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$127,7941.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$102M1.11MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$39M419.0KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$275,8873.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$772,9318.4KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$606,1226.6KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.01%$32,479352Q1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$4M39.9KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$1M17.2KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M17.7KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$19,838215Q1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M11.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M11.0KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$205,7492.2KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$5M54.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M11.6KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$407,8334.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$745,3578.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M53.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$40M430.2KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$2M21.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M50.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$1M15.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$287,1443.1KQ2 2026
VANGUARD GROUP INC$6.90T AUM0.01%$355M4.22MQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$196,9962.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$8M89.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$34M364.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$9M102.1KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$1M12.3KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$8M88.3KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$15,686170Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$185M2.00MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$130M1.41MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$256,8802.8KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.00%$258,1722.8KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$257,3422.8KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$36,170392Q1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$261,2162.8KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$2M19.8KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M19.7KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$11,448124Q3 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$83,029907Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$17M186.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$356,1653.9KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$624,4846.8KQ2 2026
Harbor Asset Planning, Inc.$119M AUM0.00%$4,61450Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$519,5725.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$247,2832.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$19M209.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$12,918140Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$904,2469.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M22.7KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$5M56.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M43.1KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$244,1462.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$602,2736.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$56M670.3KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$266,9372.9KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$959,70010.4KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$20,115218Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$820,2808.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M11.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$28M300.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$363,6643.9KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$274,9233.3KQ4 2025OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$9,12299Q3 2025OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.00%$7,00376Q3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M22.8KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$214,1342.3KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M14.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M16.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$244,9402.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$562,1096.1KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$72,155782Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$349,2423.8KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$201,5102.2KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M91.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M34.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$136,0981.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M32.4KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$680,5467.4KQ3 2025OLDER
Binnacle Investments Inc$170M AUM0.00%$4,33147Q3 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$214,5282.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M15.3KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3M31.0KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$631,0366.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$11M120.0KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$8,76695Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$773,1898.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$9M100.9KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$221,4482.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$371,5084.0KQ3 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$365,4064.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$146,3401.6KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$8,58193Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$4,28951Q4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$330,5113.6KQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$18,454200Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$8M84.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$28M306.7KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.00%$2,765100Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$122,2651.3KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$38M414.0KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$426,5644.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M14.7KQ1 2026OLDER
Dorato Capital Management$135M AUM0.00%$2,54130Q4 2025OLDER
Sachetta, LLC$184M AUM0.00%$3,41437Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$28M313.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$16,862183Q3 2025OLDER
Man Group plc$55.1B AUM0.00%$977,69310.6KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$80,459872Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$25,467276Q1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.00%$39,712431Q3 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$209,8582.3KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$362,6213.9KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$14,763160Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$166,6211.8KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$7,10577Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$36,908400Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M11.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M70.4KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$107,3101.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M10.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$722,1128.0KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$298,0313.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M11.2KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$5,44459Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$32,572353Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$18,362199Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$46,043499Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$3,48641Q1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$4,61450Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M13.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$731,6708.7KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$25,651278Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$2,39926Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M49.7KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$282,8083.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$224,0492.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,29214Q1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$4,70651Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$240,7322.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M16.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M22.6KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$1,93821Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$3013.3KQ3 2025OLDER
Calamos Advisors LLC$28.2B AUM0.00%$293,6953.2KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$22,329242Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$209,8222.3KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$3M32.0KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$1,66118Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$368,6004.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$13,656148Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$5,46565Q4 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,30811Q2 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M18.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M26.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$400,6364.3KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$2,35528Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M55.1KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,69140Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$38,223450Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$3,13734Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$737,8818.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$209,0842.3KQ1 2026OLDER
Curat Global, LLC$102M AUM0.00%$7388Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M29.6KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$6,82874Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M16.4KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$47,981520Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$639,3396.9KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,01511Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$607,4136.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4,52249Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$6,73673Q1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$4,96259Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$17,439189Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,29214Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$23,068250Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,35347.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,95332Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$2,67629Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,09413Q4 2025OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$3,87542Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$325,8873.9KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.00%$1,84220Q3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$617,7126.8KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$320,4213.8KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$234,3662.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$11,978130Q3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$200,3182.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$239,7612.6KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$7388Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$334,0173.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$597,1107.1KQ4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$1,92321Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$96,9761.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$722,7517.8KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$445,3445.2KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$9,227100Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$789,5548.6KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$5546Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$58,684636Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M14.8KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$3694Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$77,979845Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M28.1KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$1,10712Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,01411Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$2,94832Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,47516Q3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$688,9797.5KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$8,32770Q2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$57,651625Q2 2026
Hilton Head Capital Partners, LLC$177M AUM0.00%$3694Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$47,730568Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$109,2461.3KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.00%$208,0692.3KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$6,09066Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$9,335111Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$135,4521.5KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,76930Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$766,4988.3KQ2 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$4,20650Q4 2025OLDER
S&T BANK/PA$268M AUM0.00%$3694Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$37,831410Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$6,36769Q1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$142,9701.7KQ4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$47,058510Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$8319Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$922,70010.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$8,58193Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2773Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2773Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$4625Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$58,160630Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$92310Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3,59939Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$8,40792Q1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.00%$6457Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$16,494179Q3 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$92310Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7388Q1 2026OLDER
Amundi$367.1B AUM0.00%$255,7722.8KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$5165Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,88921Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$3694Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$58,499634Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$109,9851.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$99,0981.1KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$18,454200Q1 2026OLDER
NATIXIS$28.0B AUM0.00%$8,29390Q3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1682Q2 2026
CURIO WEALTH, LLC$293M AUM0.00%$921Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$9,041100Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$2523Q4 2025OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$5536Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$951Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2773Q1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$12,000134Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$921Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,38515Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1,93821Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,84520Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,84520Q1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.00%$4205Q4 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$921Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$13,288158Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$5,72062Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1,56917Q1 2026OLDER

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