SEC 13F Intelligence

MURMURPHY OIL CORP

CUSIP 626717102 · Yahoo Finance ↗ · Google Finance ↗

Murphy Oil Corp (MUR) has 449 institutional holders in Filings Flow’s 13F database, together reporting 128.31M shares worth $5.1B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
449
Q1 2026
Reported Value
$5.1B
Ticker
MUR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 298Q4 ’18Q1 ’19: 299Q2 ’19: 280Q2 ’19Q3 ’19: 250Q2 ’21: 246Q2 ’21Q4 ’21: 269Q4 ’22: 345Q4 ’22Q4 ’25: 399Q1 ’26: 449Q1 ’26Q2 ’26: 20filingsflow.com
Total reported value
Q4 ’18: $10.5BQ4 ’18Q1 ’19: $15.4BQ2 ’19: $11.8BQ2 ’19Q3 ’19: $10.1BQ2 ’21: $6.7BQ2 ’21Q4 ’21: $8.3BQ4 ’22: $1.8BQ4 ’22Q4 ’25: $3.8BQ1 ’26: $5.1BQ1 ’26Q2 ’26: $30Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FLAX POND CAPITAL, LLC$124M AUM6.21%$8M187.3KQ1 2026OLDER
Cadence Bank$1.7B AUM3.20%$55M1.75MQ4 2025OLDER
Security National Bank$687M AUM1.19%$8M197.8KQ1 2026OLDER
CoreCommodity Management, LLC$538M AUM1.02%$5M133.0KQ1 2026OLDER
GRACE & WHITE INC /NY$566M AUM1.01%$6M138.1KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM0.76%$23M550.0KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.76%$1M29.9KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.70%$12M301.7KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.66%$65M1.58MQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.65%$19M452.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.64%$11M273.2KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.61%$2M56.2KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.58%$10M252.8KQ1 2026OLDER
Resolute Wealth Strategies, LLC$232M AUM0.54%$1M30.1KQ1 2026OLDER
Mustard Seed Financial, LLC$167M AUM0.53%$884,72621.4KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.52%$37M887.0KQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM0.50%$11M259.5KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.50%$120M2.91MQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.49%$10M349.8KQ4 2025OLDER
Old West Investment Management, LLC$923M AUM0.45%$4M100.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.40%$72M1.75MQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.38%$3M119.6KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.38%$11M348.7KQ4 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.37%$4M126.5KQ4 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.35%$112M2.72MQ1 2026OLDER
Commerce Advisors, LLC$119M AUM0.35%$410,47010.0KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.33%$23M546.8KQ1 2026OLDER
MQS Management LLC$148M AUM0.33%$492,93811.9KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.33%$18M427.7KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.32%$10M248.8KQ1 2026OLDER
Millennium Capital Advisors, LLC$162M AUM0.30%$482,20811.7KQ1 2026OLDER
Evergreen Wealth Partners LLC$131M AUM0.29%$381,9859.3KQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM0.28%$843,79820.5KQ1 2026OLDER
SIR Capital Management, L.P.$1.1B AUM0.28%$3M82.0KQ4 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.26%$996,96931.9KQ4 2025OLDER
Aventail Capital Group, LP$2.1B AUM0.26%$5M129.5KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.25%$3M78.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.23%$15M372.5KQ1 2026OLDER
Simmons Bank$1.5B AUM0.21%$3M76.5KQ1 2026OLDER
Barnett & Company, Inc.$129M AUM0.21%$268,1256.5KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.19%$56M1.36MQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.19%$623,78215.1KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.17%$4M116.5KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.16%$4M92.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.14%$277M6.73MQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.14%$8M205.3KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.14%$4M99.6KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.14%$317,7907.7KQ1 2026OLDER
PACES FERRY WEALTH ADVISORS, LLC$241M AUM0.13%$324,3907.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.13%$2M48.4KQ1 2026OLDER
Lindenwold Advisors, INC$212M AUM0.13%$281,2029.9KQ4 2025OLDER
Saba Capital Management, L.P.$3.6B AUM0.12%$5M160.3KQ3 2025OLDER
Trust Investment Advisors$171M AUM0.12%$206,8415.0KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.11%$630,02215.3KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.10%$19M469.8KQ1 2026OLDER
Baron Wealth Management LLC$386M AUM0.10%$391,17012.0KQ2 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.10%$9M215.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.10%$342,53111.0KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.09%$430,61310.4KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.09%$1M33.5KQ2 2026
Edgestream Partners, L.P.$3.0B AUM0.09%$3M64.5KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.08%$754,42118.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.08%$2M44.0KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.08%$200,1454.9KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.08%$2M61.9KQ3 2025OLDER
Monument Capital Management$399M AUM0.08%$308,5917.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.07%$137M3.31MQ1 2026OLDER
Paragon Capital Management Ltd$476M AUM0.07%$345,8328.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.07%$284,9699.1KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.07%$337M8.17MQ1 2026OLDER
Crestmont Private Wealth LLC$317M AUM0.07%$220,7625.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.07%$234,5895.7KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.07%$10M327.2KQ4 2025OLDER
Bull Harbor Capital LLC$373M AUM0.07%$244,2005.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.06%$62M1.49MQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.06%$19M466.7KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.06%$5M123.5KQ1 2026OLDER
CFG Wealth Management Services, Inc.$110M AUM0.06%$68,8881.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.06%$4M84.9KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.06%$25M607.2KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.06%$206,5395.0KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.05%$327,3607.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.05%$82M1.99MQ1 2026OLDER
South Street Advisors LLC$690M AUM0.05%$354,7508.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$13M310.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.05%$2M51.3KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.05%$3M87.7KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.05%$255,8326.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$1M35.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.05%$32M784.1KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.04%$3M97.0KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$267,0946.5KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.04%$2M54.9KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.04%$57,4201.4KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.03%$1M31.9KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.03%$9M207.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$75M1.82MQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.03%$1M32.7KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.03%$165,0004.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$2M42.3KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.03%$417,78010.1KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.03%$2M44.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.03%$192M4.66MQ1 2026OLDER
World Investment Advisors$6.2B AUM0.03%$2M44.0KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.03%$635,25015.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M137.7KQ1 2026OLDER
Hilltop National Bank$468M AUM0.03%$135,1244.2KQ2 2026
Brooklyn Investment Group$3.2B AUM0.03%$904,93521.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M38.9KQ1 2026OLDER
FOUNDATION RESOURCE MANAGEMENT INC$889M AUM0.03%$249,5626.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.03%$6M136.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$39M942.9KQ1 2026OLDER
Investors Research Corp$523M AUM0.03%$144,9533.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.03%$23M546.4KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$867,81821.0KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.03%$673,40616.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.03%$3M62.0KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$1M30.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$814,59426.1KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.02%$658,55920.2KQ2 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.02%$123,7503.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M51.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$919,46322.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$26M623.4KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.02%$224,4835.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.02%$2M40.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$760,93918.4KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.02%$30,053923Q2 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$319,31310.2KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M52.6KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.02%$2M40.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M43.4KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$323,1537.8KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.02%$485,64117.1KQ3 2025OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M43.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.02%$5M166.2KQ4 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M30.1KQ1 2026OLDER
Quarry LP$558M AUM0.02%$93,0612.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$108M2.62MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$313M7.58MQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.02%$3M81.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M61.8KQ2 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$407,9639.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$78,2132.8KQ3 2025OLDER
Rehmann Capital Advisory Group$1.9B AUM0.02%$307,1627.4KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$6M207.8KQ3 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.02%$2M56.9KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$1M27.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M50.7KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.01%$44M1.06MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$17M411.0KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.01%$268,1666.5KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.01%$8M206.0KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$587,23314.2KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$34,8531.5KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.01%$383,53513.5KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$752M18.24MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M37.1KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.01%$30,542740Q1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.01%$139,9203.4KQ1 2026OLDER
Willis Investment Counsel$1.8B AUM0.01%$222,9565.4KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M64.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$65M1.57MQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$271,5496.6KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$13M303.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$304M7.38MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M66.0KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$751,45118.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$78M1.89MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M36.0KQ4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.01%$6M150.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M73.1KQ1 2026OLDER
TruWealth Advisors, LLC$2.1B AUM0.01%$208,0655.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$552,91513.4KQ2 2026
LMR Partners LLP$45.4B AUM0.01%$4M108.6KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$16,130391Q1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M77.3KQ4 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$441,04510.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$152M3.68MQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$8M195.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$36M872.5KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$221,6847.8KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$5M119.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M37.2KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M58.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$59M1.44MQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$5M132.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$24,534864Q3 2025OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.01%$2M48.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M37.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M120.3KQ1 2026OLDER
Pflug Koory, LLC$218M AUM0.01%$18,563450Q1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$6M144.3KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$238,6735.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$35M847.1KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.01%$129,0303.1KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.01%$312,50010.0KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.01%$361,7218.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$408,58413.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$69M1.67MQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$505,51212.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$48M1.16MQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$11M270.4KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$221,5545.4KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$201,3584.9KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M291.6KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$200,3934.9KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.01%$201,9604.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M33.6KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M32.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$133M3.22MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M159.3KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$41,9931.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M39.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M301.6KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$4M102.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$451M14.44MQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.01%$3M67.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$11M268.3KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$639,78615.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$404,1449.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$250M6.07MQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$576,73514.0KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$276,3756.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$28,094899Q2 2026
Accent Capital Management, LLC$206M AUM0.01%$12,045292Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$4M102.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M30.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$64,0132.0KQ2 2026
XPONANCE LLC$14.1B AUM0.01%$780,98618.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$76M1.84MQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$264,5366.4KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$451,85711.0KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.01%$23,925580Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M32.2KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$356,6478.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$3M75.4KQ1 2026OLDER
High Point Wealth Management, LLC$104M AUM0.01%$5,363130Q1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$423,47914.9KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M55.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M40.4KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$23,978844Q3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$3M64.6KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$354,5438.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M71.1KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$629,76415.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M30.1KQ1 2026OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$9,046219Q1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.00%$49,98250.0KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$20M496.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$16,872409Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$33,330808Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$5M130.4KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$442,15110.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$24M578.9KQ2 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$499,00112.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$18M435.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$391,2139.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$535,42513.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$2M39.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M50.2KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.00%$235,9077.5KQ4 2025OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$357,0608.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$669,44616.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M33.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$65M2.07MQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$338,21910.8KQ4 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$2M37.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$14M346.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M107.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$286,3576.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$765,23918.6KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$306,6947.4KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$10,519255Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$14M332.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$819,55519.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$830,06720.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M50.6KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$360,8148.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$186,1204.5KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$123,3383.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$974,40923.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M42.4KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$19,718478Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$260,2886.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$223,0395.4KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$26,317638Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$250,3886.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M175.4KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M146.5KQ3 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$7,684236Q2 2026
Merit Financial Group, LLC$13.5B AUM0.00%$406,1559.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$97,0212.4KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$293,2627.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M45.4KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$4,950120Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M25.4KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$526,71712.8KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$13,778334Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$26,235636Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M53.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$8M260.7KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$201,6876.5KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$312,25010.0KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$8M186.2KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$458,23011.1KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$25,983798Q2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M184.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$324,8447.9KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$21,491521Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$247,7486.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M50.7KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$9,007218Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$20M486.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M43.9KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.00%$309,2967.3KQ1 2026OLDER
MAIRS & POWER INC$9.8B AUM0.00%$206,2505.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$681,90416.5KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$3,46584Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M35.3KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$13,392326Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$2M61.6KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$506,21017.8KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$8,993218Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$3,67289Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M27.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M45.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$858,90820.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$380,40612.2KQ4 2025OLDER
COMMERCE BANK$20.7B AUM0.00%$399,8369.7KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$330,0008.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$376,2259.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$29M692.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$365,3938.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M102.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M178.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M197.5KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$16,046389Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,73342Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$22,399543Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M47.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$948,87423.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$391,8759.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$1M25.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M60.8KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$32,340784Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$210,3335.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$268,9506.5KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$5,486133Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$7,387260Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$27,266661Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$82,0202.9KQ3 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$2M39.3KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$279,6258.9KQ4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$18,150440Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$4,813154Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$94,3392.3KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$14,438350Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$17,160416Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$336,03311.8KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,198126Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$8,085196Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$4M93.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$852,30030.0KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$265,5226.4KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$222,3475.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M63.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M32.9KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$322,0687.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M54.2KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$46,5281.4KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$4M108.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$831,48120.2KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$2,37658Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$792,64119.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$32,317773Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$33,8901.1KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$606,87014.7KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$11,179271Q1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$767,81324.6KQ4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$28,504691Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$962,36323.3KQ1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.00%$7,074249Q3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$938,97422.8KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M60.4KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$293,5687.1KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$247,7066.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$790,49019.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M165.1KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$24,915604Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$445,21110.8KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$6,837165.7KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$17,756568Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M37.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$576,92214.0KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$6,023146Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$11,385276Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,46947Q4 2025OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$5,239127Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$16,337396Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$636,68115.4KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$847,23420.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$516,40212.5KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$97730Q2 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$5,981145Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$47,4381.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$376,6969.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$17,862433Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$200,3514.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$49,8131.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$111,3262.7KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$1,20437Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$757,44818.4KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$300,2187.3KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,93849Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6,105148Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M50.1KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$210,1295.3KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$11,819363Q2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$96,4612.3KQ2 2026
CENTRAL TRUST Co$5.1B AUM0.00%$17,243418Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$22,018775Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2,41758Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$268,0528.5KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$412,22110.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$118,8002.9KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$41310Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2348.3KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$11,014267Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$583,95013.9KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1,77443Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$94823Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$159,0593.9KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,03225Q1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$3,969127Q4 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$53613Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$49512Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$107,0412.6KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$46,4891.1KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$2,43459Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$28,9221.0KQ3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$13,200320Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,52637Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$94923Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,19729Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$45411Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$90822Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$61915Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$33,773804Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$82520Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$90822Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$4,455108Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$1,98970Q3 2025OLDER
Trust Co$1.1B AUM0.00%$95823Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$125,0004.0KQ4 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$1,07526Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$1254Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$4,156133Q4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$6,3871.0KQ2 2026
CURIO WEALTH, LLC$293M AUM0.00%$1654Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$66016Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,63088Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$259,0916.3KQ1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$1,03225Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$86621Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$25,688822Q4 2025OLDER
Kilter Group LLC$232M AUM0.00%$943Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$13,407339Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$832Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,229151Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$2486Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$7,260176Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$1032Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$35,516861Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$31,268758Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$8,786213Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$2777Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,36133Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$21,079511Q2 2026
Larson Financial Group LLC$3.1B AUM0.00%$1283Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$832Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$832Q1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$1124Q4 2025OLDER

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