SEC 13F Intelligence

MTSIMACOM TECH SOLUTIONS HLDGS I

CUSIP 55405Y100 · Yahoo Finance ↗ · Google Finance ↗

Macom Tech Solutions Hldgs I (MTSI) has 507 institutional holders in Filings Flow’s 13F database, together reporting 350.3K shares worth $118M as of Q2 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
507
Q2 2026
Reported Value
$14.7B
Ticker
MTSI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 123Q4 ’18Q1 ’19: 127Q2 ’19: 128Q2 ’19Q3 ’19: 133Q2 ’21: 183Q2 ’21Q4 ’21: 218Q4 ’22: 254Q4 ’22Q4 ’25: 459Q1 ’26: 507Q1 ’26Q2 ’26: 25filingsflow.com
Total reported value
Q4 ’18: $794MQ4 ’18Q1 ’19: $1.0BQ2 ’19: $855MQ2 ’19Q3 ’19: $1.8BQ2 ’21: $6.7BQ2 ’21Q4 ’21: $9.7BQ4 ’22: $1.4BQ4 ’22Q4 ’25: $10.5BQ1 ’26: $14.7BQ1 ’26Q2 ’26: $118Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Silverberg Bernstein Capital Management LLC$261M AUM17.44%$46M119.7KQ2 2026
Analog Century Management LP$2.1B AUM4.63%$97M436.3KQ1 2026OLDER
Maytree Asset Management Ltd$141M AUM4.50%$6M28.7KQ1 2026OLDER
FengHe Fund Management Pte. Ltd.$724M AUM3.39%$25M110.5KQ1 2026OLDER
Whale Rock Capital Management LLC$7.7B AUM3.37%$261M1.17MQ1 2026OLDER
E20 Capital Ltd$1.1B AUM2.85%$30M136.8KQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM2.85%$46M206.1KQ1 2026OLDER
Ranger Investment Management, L.P.$1.4B AUM2.38%$33M148.4KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM2.10%$29M130.3KQ1 2026OLDER
Candelo Capital Management LP$121M AUM1.86%$2M10.1KQ1 2026OLDER
G2 Investment Partners Management LLC$406M AUM1.80%$7M33.0KQ1 2026OLDER
Bridge City Capital, LLC$361M AUM1.75%$6M28.4KQ1 2026OLDER
Freemont Management S.A.$661M AUM1.74%$11M51.7KQ1 2026OLDER
SUMMIT PARTNERS L P$670M AUM1.63%$11M49.3KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM1.62%$76M343.8KQ1 2026OLDER
Katamaran Capital LLP$124M AUM1.61%$2M9.0KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM1.57%$115M515.8KQ1 2026OLDER
Optimize Financial Inc$203M AUM1.48%$3M13.5KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM1.42%$48M215.9KQ1 2026OLDER
Hel Ved Capital Management Ltd$844M AUM1.38%$12M52.4KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM1.30%$3M15.7KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM1.29%$76M341.2KQ1 2026OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM1.21%$2M8.5KQ1 2026OLDER
Trivest Advisors Ltd$1.4B AUM1.03%$14M64.4KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.79%$11M49.5KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.79%$2M6.9KQ1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.73%$207M930.8KQ1 2026OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM0.71%$4M18.0KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.71%$49M221.7KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.69%$996,2254.49MQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.64%$10M44.1KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.62%$5M24.0KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.61%$7M30.7KQ1 2026OLDER
CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM0.59%$17M77.2KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.57%$18M143.1KQ3 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.55%$75M336.8KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.55%$15M66.6KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.54%$2M9.6KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.51%$10M79.4KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.49%$23M105.2KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.49%$5M22.7KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.46%$5M23.0KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.45%$4M20.1KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.45%$5M23.8KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.42%$104M467.6KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.42%$8M36.5KQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.41%$9M38.3KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.37%$233M1.05MQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.36%$985,8742.6KQ2 2026
Harbour Capital Advisors, LLC$525M AUM0.36%$2M6.7KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.35%$1M8.0KQ4 2025OLDER
EULAV Asset Management$3.1B AUM0.34%$11M48.0KQ1 2026OLDER
Insight Holdings Group, LLC$1.4B AUM0.34%$5M21.6KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.33%$486,7772.2KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.33%$4M19.5KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.30%$2M8.0KQ1 2026OLDER
MARSICO CAPITAL MANAGEMENT LLC$3.4B AUM0.29%$10M43.7KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.28%$47M274.0KQ4 2025OLDER
HMS Capital Management, LLC$259M AUM0.27%$705,9613.2KQ1 2026OLDER
EFG Asset Management (North America) Corp.$773M AUM0.25%$2M15.4KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.24%$141M635.1KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.24%$1M11.5KQ3 2025OLDER
Covea Finance$2.9B AUM0.23%$6M29.1KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.21%$5M43.4KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.21%$1M8.0KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.21%$2M8.2KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.21%$4M15.8KQ1 2026OLDER
Scientech Research LLC$120M AUM0.20%$585,1034.7KQ3 2025OLDER
MARINER INVESTMENT GROUP LLC$346M AUM0.19%$666,2103.0KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.19%$26M118.2KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.19%$2M10.5KQ4 2025OLDER
GAGNON SECURITIES LLC$433M AUM0.19%$814,9973.7KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.19%$952,2364.3KQ1 2026OLDER
Goldstream Capital Management Ltd$120M AUM0.18%$513,8403.0KQ4 2025OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.18%$3M14.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.18%$7M30.6KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.17%$444,1402.0KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.17%$1M4.9KQ1 2026OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.17%$17M74.6KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.17%$50M224.7KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.17%$3M12.9KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.17%$4M16.0KQ1 2026OLDER
Shaolin Capital Management LLC$2.7B AUM0.16%$4M30.0KQ3 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.16%$16M70.3KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.14%$10M47.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.14%$5M20.6KQ1 2026OLDER
OSSIAM$5.7B AUM0.14%$8M35.4KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.13%$9M42.0KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.13%$175M788.8KQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.13%$366,6381.7KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.13%$331,1432.7KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.13%$1M6.0KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.12%$107M859.8KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.12%$816M3.67MQ1 2026OLDER
FMR LLC$1.90T AUM0.12%$2.4B10.61MQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.12%$29M132.5KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.12%$6M27.8KQ1 2026OLDER
EFG International AG$4.7B AUM0.12%$6M25.8KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.12%$2M11.2KQ1 2026OLDER
Nilsine Partners, LLC$1.3B AUM0.11%$1M4.9KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.10%$292,0221.3KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.10%$322,5542.6KQ3 2025OLDER
Havemeyer Place LP$867M AUM0.10%$491,9162.9KQ4 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.10%$72M322.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.09%$3M23.6KQ3 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.08%$834,9122.2KQ2 2026
S SQUARED TECHNOLOGY, LLC$264M AUM0.08%$222,0701.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.08%$174M784.1KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.08%$1M5.2KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.08%$24M108.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.08%$19M84.5KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.08%$3M15.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.08%$412,1621.9KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.08%$1M6.4KQ1 2026OLDER
QVT Financial LP$1.4B AUM0.08%$1M4.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.08%$54M242.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.07%$4M18.7KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.07%$593,1434.1KQ4 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.07%$4M16.8KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.07%$6M25.9KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.07%$52M137.2KQ2 2026
Jump Financial, LLC$7.5B AUM0.06%$5M30.7KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.06%$344M1.55MQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.06%$1M6.9KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.06%$9M40.6KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.06%$184M828.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.06%$68M306.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.06%$2M8.7KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.06%$11M85.5KQ3 2025OLDER
one8zero8, LLC$449M AUM0.06%$255,3811.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.06%$7M30.7KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$375,9233.7KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.05%$6M28.3KQ1 2026OLDER
NATIXIS$28.0B AUM0.05%$15M66.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.05%$333,1362.7KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.05%$4M19.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.05%$8M34.9KQ2 2026
Murphy & Mullick Capital Management Corp$135M AUM0.05%$66,621300Q1 2026OLDER
INCEPTIONR LLC$415M AUM0.05%$202,306911Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.05%$16M71.6KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.05%$3M14.5KQ1 2026OLDER
CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM0.05%$224,2911.0KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.05%$934,2484.2KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$224,0691.0KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.05%$2M6.4KQ1 2026OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM0.05%$872,5133.9KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.05%$67M299.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.05%$39M174.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$49M219.4KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.04%$538,5043.1KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$135M789.0KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.04%$254,0491.1KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.04%$52M250.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.04%$797M3.59MQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.04%$1M3.6KQ2 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.04%$1M4.8KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.04%$272M1.22MQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.04%$784,3513.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.04%$94M423.9KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.04%$49M221.4KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.04%$298,7762.4KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$76M343.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.04%$163M734.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.04%$127M590.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.04%$30M137.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.04%$3M13.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.04%$1M2.7KQ2 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$491,7364.0KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$4M29.9KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$7M32.5KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.04%$17M75.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.04%$51M228.4KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.04%$987,1014.4KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.04%$5M20.9KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.04%$374,4101.7KQ1 2026OLDER
Walkner Condon Financial Advisors LLC$759M AUM0.04%$271,8141.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$16M70.5KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.04%$1M6.0KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M24.5KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$4M18.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.03%$9M38.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.03%$1.9B8.57MQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.03%$13M57.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.03%$2M7.9KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$3M12.9KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.03%$210,063702Q4 2025OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.03%$212,6291.7KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$37M166.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$74M335.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M8.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.03%$10M56.9KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.03%$3M12.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.03%$4M18.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$885,1724.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$21M95.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$111M502.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.03%$16M71.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.03%$422M2.02MQ1 2026OLDER
UBS Group AG$666.3B AUM0.03%$180M809.4KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.03%$2M7.2KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$730,6103.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.02%$6M26.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$117M529.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$4M18.5KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$518,2933.0KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$16M70.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.02%$365,9832.9KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$2M8.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$1M5.0KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.02%$253,3231.5KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$203,162914.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$145M653.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$43M195.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$90M405.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$147M660.9KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$779,2443.5KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.02%$4M18.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$16M131.2KQ3 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.02%$35,753161Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$46M212.2KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$348,2061.6KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.02%$777,2453.5KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$59,959270Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$10M47.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$5M22.8KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.02%$6M30.5KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.02%$588,8482.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$302M1.36MQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$225,0621.3KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$599,1452.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$18M79.4KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.02%$881,8404.0KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M32.0KQ4 2025OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.02%$439,6992.0KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M7.7KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$4M16.2KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$3M15.5KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.02%$272,6211.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.2B7.23MQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.02%$410,6071.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$2M18.1KQ3 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$2M10.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$9M55.0KQ4 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M9.1KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.02%$284,0281.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.02%$30M133.6KQ1 2026OLDER
Summit Financial Strategies, Inc.$1.3B AUM0.02%$216,518975Q1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$699,1365.6KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$665M2.99MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$478M2.15MQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.02%$330,4401.5KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.02%$256,750675Q2 2026
State of Tennessee, Department of Treasury$29.8B AUM0.02%$5M22.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$89M400.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M18.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$33M146.4KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$131,910594Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$118M532.7KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.02%$37,530169Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.02%$2M9.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$751,4853.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$24M110.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M20.2KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$970,0014.4KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$630,0132.8KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$991,3204.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$22M97.5KQ1 2026OLDER
Swedbank AB$95.1B AUM0.01%$13M58.8KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$248,3561.4KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$363,4061.6KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$396,6831.8KQ1 2026OLDER
Circle Wealth Management, LLC$7.0B AUM0.01%$935,8034.2KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.01%$286,8452.3KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$3M19.1KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M14.9KQ1 2026OLDER
SUMMITRY LLC$2.8B AUM0.01%$364,6391.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$47M212.3KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.01%$231,7421.4KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$6M26.1KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$273,1471.2KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M4.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$130,087342Q2 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.01%$328,8861.5KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$41,971189Q1 2026OLDER
Amundi$367.1B AUM0.01%$42M187.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$1M4.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$96M430.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$4M16.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M10.7KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$151,007397Q2 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$10M43.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$324,0001.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M27.8KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$467,9012.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$19M85.0KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$862,5203.9KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$4M17.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$12M52.1KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$18,841110Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$621,2012.8KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$2M7.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$522,5312.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$510,0723.0KQ4 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$707,9593.2KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$5M30.5KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$42M190.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$891,1674.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$16M93.3KQ4 2025OLDER
Avior Wealth Management, LLC$3.8B AUM0.01%$329,781867Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.01%$26M117.6KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$320,8911.4KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$36,198163Q1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$413,6412.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$953,3464.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$31,978144Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$781,6863.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$34M155.1KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.01%$24M106.5KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$638,4512.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$107M480.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$130M758.2KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$21,54197Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$5M23.5KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.01%$219,9241.3KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M9.9KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M18.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M8.0KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.01%$465,9531.2KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$9M39.3KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.01%$1M6.0KQ4 2025OLDER
Westside Investment Management, Inc.$653M AUM0.01%$45,277190Q1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$427,2631.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$26M115.6KQ1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.01%$10,27027Q2 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$54,629246Q1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.01%$95,934432Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$18,425148Q3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M22.4KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$84,166379Q1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$205,637926Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$3M13.2KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$128,460750Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.01%$289,1351.3KQ1 2026OLDER
Key FInancial Inc$562M AUM0.01%$32,866148Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$6M25.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$5M21.3KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$528,3052.4KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$1M5.5KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$499,5532.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$4M17.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$6M26.0KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.01%$10,00047Q1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$222,0701.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$287,2762.3KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.01%$72,839328Q1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$396,3422.3KQ4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.01%$31,090140Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$512,9822.3KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$46,635210Q1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$23,539106Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$970,4454.4KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$956,4554.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$20M89.6KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$122,000551Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$28,425128Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$169,265445Q2 2026
AXA Investment Managers S.A.$37.1B AUM0.00%$2M12.9KQ3 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$15,99072Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$238,9471.1KQ2 2026
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$4,88622Q1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$202,737533Q2 2026
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.00%$311,7861.4KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$644,4482.9KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$2M7.0KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$21,76398Q1 2026OLDER
Rakuten Investment Management, Inc.$49.2B AUM0.00%$1M6.9KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M10.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M10.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M25.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$407,5731.8KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$130,087342Q2 2026
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$210,851782Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M11.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$22,429101Q1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$20,16053Q2 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$2M10.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$6,44129Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$38,843163Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$668,2093.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M6.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$437,9222.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$6M26.9KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$434,3453.5KQ3 2025OLDER
GREENLEAF TRUST$10.2B AUM0.00%$324,8881.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$859,1893.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$17M78.0KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$696,1893.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M9.8KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$803,0053.6KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$700,8533.2KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$2M8.3KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1M6.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$73,531351Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$234,5061.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M11.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M11.0KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$56,883332Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$5M22.8KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$8,90752Q4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$436,5902.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M10.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$22M96.9KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$9,10541Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M8.8KQ1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$34,256200Q4 2025OLDER
Man Group plc$55.1B AUM0.00%$1M5.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M10.0KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$163,888738Q1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$386,1801.7KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$606,2502.7KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$222,0411.0KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$634,2322.9KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$5,77426Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$4,86422Q1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$2,66512Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$678,6463.1KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M7.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M30.8KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$270,4811.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$443,4442.6KQ4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$508,3182.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$321,5571.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$16,43374Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$274,7011.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$234,0621.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M4.6KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$236,0601.1KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$6,21828Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$327,5531.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M54.8KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$537,6312.4KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$555,1752.5KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M8.4KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M5.6KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$17,98881Q1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$506,5422.3KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$789,6813.6KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$302,7212.4KQ3 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,5547Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$821,6593.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$761,0363.4KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$13,76862Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$896,7234.0KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$31,090140Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$28,870130Q1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$2,22110Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$510,7612.3KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$214,742967Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$865,4083.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$451,0242.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$6M27.8KQ2 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$377,5191.7KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$3,59721Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$35,975162Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$302,4591.4KQ2 2026
Addison Advisors LLC$452M AUM0.00%$4,88622Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,77617Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$810,0806.5KQ3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$11,77053Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$37,086167Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$5,10823Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$459,9198.3KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$5,33024Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$250,0511.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2M7.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M10.7KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M7.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$3,33115Q1 2026OLDER
FIL Ltd$128.7B AUM0.00%$1M4.8KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$784,4624.6KQ4 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,33215Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$241,8741.1KQ1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.00%$83,276375Q1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$1,3336Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$50,188226Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$3,99818Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$999,3154.5KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$9,99345Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$37,471301Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$3,99718Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$3,10914Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,98213Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$17,985105Q4 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$6,47352Q3 2025OLDER
Quarry LP$558M AUM0.00%$3,10914Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,1997Q4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$170,994770Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$623,8475.1KQ3 2025OLDER
Capital World Investors$732.9B AUM0.00%$3M14.2KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$6854Q4 2025OLDER

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