SEC 13F Intelligence

MUSAMURPHY USA INC

CUSIP 626755102 · Yahoo Finance ↗ · Google Finance ↗

Murphy USA Inc (MUSA) has 537 institutional holders in Filings Flow’s 13F database, together reporting 15.75M shares worth $7.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., FMR LLC, and Vanguard Group Inc.

Institutional Holders
537
Q1 2026
Reported Value
$7.6B
Ticker
MUSA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 240Q4 ’18Q1 ’19: 239Q2 ’19: 230Q2 ’19Q3 ’19: 232Q2 ’21: 266Q2 ’21Q4 ’21: 296Q4 ’22: 402Q4 ’22Q4 ’25: 523Q1 ’26: 537Q1 ’26Q2 ’26: 21filingsflow.com
Total reported value
Q4 ’18: $19.5BQ4 ’18Q1 ’19: $6.2BQ2 ’19: $6.7BQ2 ’19Q3 ’19: $5.3BQ2 ’21: $16.4BQ2 ’21Q4 ’21: $21.5BQ4 ’22: $2.1BQ4 ’22Q4 ’25: $6.3BQ1 ’26: $7.6BQ1 ’26Q2 ’26: $37Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RIHO Partners, LLC$159M AUM17.01%$27M54.7KQ1 2026OLDER
Cadence Bank$1.7B AUM9.79%$167M414.7KQ4 2025OLDER
JCP Investment Management, LLC$150M AUM7.10%$11M27.9KQ3 2025OLDER
SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM6.07%$42M84.8KQ1 2026OLDER
Horrell Capital Management, Inc.$219M AUM5.03%$11M22.3KQ1 2026OLDER
Recurrent Investment Advisors LLC$1.7B AUM4.33%$72M146.1KQ1 2026OLDER
Security National Bank$687M AUM3.78%$26M52.6KQ1 2026OLDER
IPG Investment Advisors LLC$582M AUM2.80%$16M33.1KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM2.22%$196M395.8KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM1.87%$59M120.2KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM1.35%$6M11.9KQ1 2026OLDER
Encompass Capital Advisors LLC$3.3B AUM1.33%$44M90.0KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM1.26%$24M48.1KQ1 2026OLDER
Evergreen Wealth Partners LLC$131M AUM1.25%$2M3.3KQ1 2026OLDER
Meixler Investment Management, Ltd.$186M AUM1.24%$2M4.6KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM1.13%$205M414.7KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.97%$20M39.8KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM0.88%$40M98.6KQ4 2025OLDER
Boreal Capital Management LLC$123M AUM0.83%$1M1Q1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.83%$3M5.5KQ1 2026OLDER
Millennium Capital Advisors, LLC$162M AUM0.78%$1M2.5KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.73%$12M23.3KQ1 2026OLDER
Mustard Seed Financial, LLC$167M AUM0.72%$1M2.4KQ1 2026OLDER
Flavin Financial Services, Inc.$149M AUM0.67%$989,4222.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.64%$2M4.5KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.61%$721,1961.5KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.61%$12M24.0KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.57%$1M2.3KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.56%$21M43.2KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM0.52%$555,7161.1KQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM0.51%$11M22.2KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.51%$83M167.5KQ1 2026OLDER
Sourcerock Group LLC$2.5B AUM0.50%$12M24.9KQ1 2026OLDER
Alamea Verwaltungs GmbH$135M AUM0.49%$665,8721.3KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.45%$33M84.5KQ3 2025OLDER
Applied Capital LLC/FL$212M AUM0.44%$934,0971.9KQ1 2026OLDER
Enhancing Capital LLC$135M AUM0.41%$559,3711.1KQ1 2026OLDER
BEACON INVESTMENT ADVISORS LLC$265M AUM0.41%$1M2.2KQ1 2026OLDER
VARCOV Co.$268M AUM0.38%$1M2.1KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.36%$14M28.9KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.34%$4M8.4KQ1 2026OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.33%$815,3462.1KQ3 2025OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.32%$567,6361.5KQ3 2025OLDER
Optimize Financial Inc$203M AUM0.32%$629,0881.6KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.30%$10M25.2KQ4 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.29%$40M81.7KQ1 2026OLDER
Boston Partners$95.5B AUM0.28%$265M536.9KQ1 2026OLDER
Monument Capital Management$399M AUM0.27%$1M2.2KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.27%$2M4.1KQ4 2025OLDER
Resolute Wealth Strategies, LLC$232M AUM0.26%$610,6601.2KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.24%$8M15.8KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.24%$8M19.6KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.24%$7M17.0KQ4 2025OLDER
Fiera Capital Corp$29.2B AUM0.24%$69M139.5KQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM0.23%$680,1971.4KQ1 2026OLDER
VISTA FINANCE, LLC$126M AUM0.23%$286,503580Q1 2026OLDER
FWG Holdings, LLC$265M AUM0.23%$601,8051.2KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.22%$65M131.6KQ1 2026OLDER
DF DENT & CO INC$5.2B AUM0.22%$11M23.0KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.22%$4M9.0KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.22%$21M42.5KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.20%$2M4.0KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.20%$1M2.5KQ1 2026OLDER
NDVR, Inc.$121M AUM0.19%$233,733602Q3 2025OLDER
Lindenwold Advisors, INC$212M AUM0.19%$406,1201.0KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.19%$25M65.4KQ3 2025OLDER
Eagle Bay Advisors LLC$113M AUM0.18%$205,985417Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.18%$26M52.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.18%$115M231.9KQ1 2026OLDER
Delta Global Management LP$1.2B AUM0.18%$2M6.1KQ4 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.18%$5M10.8KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.17%$668,9721.7KQ3 2025OLDER
denkapparat Operations GmbH$242M AUM0.17%$410,983832Q1 2026OLDER
Storgate, LLC$127M AUM0.17%$210,925427Q1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.16%$442,2581.1KQ4 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.15%$2M3.3KQ1 2026OLDER
R Squared Ltd$182M AUM0.15%$324,027803Q4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.15%$13M26.4KQ1 2026OLDER
Scientech Research LLC$120M AUM0.15%$233,235578Q4 2025OLDER
STEINBERGANNA WEALTH MANAGEMENT$208M AUM0.15%$303,698615Q1 2026OLDER
Oak Thistle LLC$1.0B AUM0.14%$905,4212.3KQ3 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.13%$839,7491.7KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.13%$428,9421.1KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.12%$4M10.4KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.12%$133M269.2KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.12%$356,308883Q4 2025OLDER
Kenora Financial, LLC$286M AUM0.11%$323,056654Q1 2026OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM0.11%$5M12.8KQ4 2025OLDER
AdvisorShares Investments LLC$549M AUM0.11%$593,2581.2KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.10%$30M78.2KQ3 2025OLDER
Aventail Capital Group, LP$2.1B AUM0.10%$2M4.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.10%$101M204.5KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.10%$3M7.0KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.10%$364,550738Q1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.10%$8M15.8KQ1 2026OLDER
MGB Wealth Management, LLC$350M AUM0.10%$335,942833Q4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.10%$2M3.4KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.09%$1M2.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.09%$4M8.3KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.09%$283,295603Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.09%$56M113.8KQ1 2026OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.09%$309,719627Q1 2026OLDER
Ruffer LLP$2.4B AUM0.09%$2M4.5KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.09%$8M15.8KQ1 2026OLDER
QUATTRO FINANCIAL ADVISORS LLC$331M AUM0.09%$298,852605Q1 2026OLDER
De Lisle Partners LLP$836M AUM0.09%$740,9551.5KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.09%$23M47.6KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.08%$4M8.0KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.08%$79M160.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.08%$6M13.1KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.08%$52M105.0KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.08%$4M8.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.08%$74M149.6KQ1 2026OLDER
Disciplined Investments, LLC$279M AUM0.08%$210,925427Q1 2026OLDER
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM0.08%$441,609894Q1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.08%$3M5.7KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.08%$635,0151.6KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.08%$5M10.2KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.07%$380,116942Q4 2025OLDER
waypoint wealth counsel$193M AUM0.07%$203,375504Q4 2025OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.07%$5M11.1KQ1 2026OLDER
NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM0.07%$271,684550Q1 2026OLDER
FORA Capital, LLC$1.4B AUM0.07%$408,0611.1KQ3 2025OLDER
Convergence Financial, LLC$943M AUM0.07%$477,5601.2KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.07%$156M315.9KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.07%$3M6.0KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.07%$521,1381.1KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.07%$9M22.8KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.06%$865,4351.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.06%$21M42.9KQ1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.06%$611,0791.1KQ2 2026
BARCLAYS PLC$416.3B AUM0.06%$263M532.4KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.06%$1M2.4KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.06%$2M4.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.06%$2M4.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.06%$8M17.0KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.06%$5M9.8KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.06%$570,0411.2KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$8M20.5KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$43M86.6KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$2M4.1KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.05%$225,971560Q4 2025OLDER
Numerai GP LLC$997M AUM0.05%$519,6561.1KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.05%$6M15.4KQ3 2025OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.05%$17M35.2KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.05%$66M132.7KQ1 2026OLDER
EWA, LLC$441M AUM0.05%$219,650445Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.05%$38M76.1KQ1 2026OLDER
IFG Advisors, LLC$611M AUM0.05%$296,382600Q1 2026OLDER
Sankala Group LLC$122M AUM0.05%$58,513117Q1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.05%$234,445581Q4 2025OLDER
Cynosure Group, LLC$800M AUM0.05%$466,0661.2KQ4 2025OLDER
Narwhal Capital Management$1.4B AUM0.05%$640,6791.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M3.1KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.05%$394,643978Q4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.05%$7M14.6KQ2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.05%$657,1211.3KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.04%$2M4.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M4.9KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.04%$510,0491.3KQ4 2025OLDER
OP Asset Management Ltd$8.4B AUM0.04%$4M8.8KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.04%$753,3721.9KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.04%$10M19.4KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$283,322574Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.04%$17M34.3KQ1 2026OLDER
Roundview Capital LLC$1.6B AUM0.04%$632,7761.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.04%$724M1.47MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$214,552431Q1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$219,323444Q1 2026OLDER
LaFleur & Godfrey LLC$803M AUM0.04%$296,382600Q1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.04%$418,887848Q1 2026OLDER
Trifecta Capital Advisors, LLC$646M AUM0.04%$234,636475Q1 2026OLDER
Man Group plc$55.1B AUM0.04%$20M40.2KQ1 2026OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.04%$1M2.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$261,884649Q4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$370,432918Q4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$10M20.7KQ1 2026OLDER
OSSIAM$5.7B AUM0.03%$3M6.8KQ3 2025OLDER
FIL Ltd$128.7B AUM0.03%$43M86.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.03%$875,6641.6KQ2 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$3M5.8KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.03%$192,648390Q1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.03%$583,3791.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$147M297.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$4M7.2KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.03%$487,898988Q1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.03%$45,44592Q1 2026OLDER
WATERS PARKERSON & CO., LLC$1.9B AUM0.03%$568,0661.1KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.03%$53,887100Q2 2026
Wedmont Private Capital$3.1B AUM0.03%$898,3101.8KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.03%$438,646888Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.03%$4M9.1KQ4 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M3.8KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.03%$865,6941.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$33M67.6KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.03%$6M12.4KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.03%$322,068652Q1 2026OLDER
Goodman Advisory Group, LLC$385M AUM0.03%$99,288201Q1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$978,9402.4KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.03%$6M15.8KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.03%$401,338806Q1 2026OLDER
Claro Advisors Inc.$830M AUM0.03%$210,925427Q1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$222,780451Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M6.2KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$614,0051.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.02%$74M184.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$78M156.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$796,7741.6KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$419,930850Q1 2026OLDER
PDT Partners, LLC$1.7B AUM0.02%$396,164802Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$16M33.4KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.02%$343,222884Q3 2025OLDER
WPG Advisers, LLC$136M AUM0.02%$31,12063Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.02%$632,7761.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M9.1KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M3.4KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$5M9.4KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.02%$368,008745Q1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.02%$5M9.7KQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.02%$318,117644Q1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$225,365529Q4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$25M50.4KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M3.7KQ1 2026OLDER
TruWealth Advisors, LLC$2.1B AUM0.02%$440,621892Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$222,014412Q2 2026
Aaron Wealth Advisors LLC$1.8B AUM0.02%$359,536891Q4 2025OLDER
Mawer Investment Management Ltd.$15.4B AUM0.02%$3M6.0KQ1 2026OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.02%$285,099646Q4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$360M728.4KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.02%$408,020826Q1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.02%$337,894684Q1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.02%$7M18.6KQ3 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.02%$203,022411Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$35M71.7KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.02%$834,8091.7KQ1 2026OLDER
Davis Capital Management$148M AUM0.02%$26,67454Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$4M7.3KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M4.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M3.6KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M2.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$64M130.3KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.02%$49,397100Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$4M9.1KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$204,010413Q1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.02%$514,7171.0KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$298,704508Q1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.02%$243,323603Q2 2026
Squarepoint Ops LLC$85.1B AUM0.02%$14M27.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$23,29660Q3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$219,111543Q4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$3M8.7KQ3 2025OLDER
Clark Wealth Partners$149M AUM0.02%$23,71148Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$96M195.3KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.02%$1M2.8KQ1 2026OLDER
High Point Wealth Management, LLC$104M AUM0.02%$15,80732Q1 2026OLDER
SFMG, LLC$1.5B AUM0.02%$222,924451Q1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M2.3KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM0.01%$456,9821.2KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$830M1.68MQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$426,790864Q1 2026OLDER
Quarry LP$558M AUM0.01%$64,839167Q3 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M4.9KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.01%$408,264869Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M14.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$53M107.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$74M149.1KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$228,392566Q4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M6.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M3.8KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$2M3.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$422,219855Q1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$555,7851.1KQ1 2026OLDER
SouthState Bank Corp$2.1B AUM0.01%$270,202547Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$21M42.3KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$20M41.3KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$8M15.6KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$49,397100Q1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$538,2961.3KQ4 2025OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M2.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M13.1KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$572,0171.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$24M41.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M7.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$186M376.0KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$434,694880Q1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$215,392436Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$148,686301Q1 2026OLDER
UBS Group AG$666.3B AUM0.01%$76M152.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M5.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$4M8.2KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$632,3161.6KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M2.6KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.01%$239,575485Q1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$238,884592Q4 2025OLDER
Curi Capital, LLC$5.6B AUM0.01%$612,3011.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$10M20.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M4.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M12.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M4.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M5.5KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$245,503497Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$102,746208Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$332,036672Q1 2026OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.01%$30,27161Q1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M4.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$847,1771.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$11M22.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$68M137.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$4M7.9KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.01%$200,549497Q4 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$217,173440Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$19M38.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$17M35.2KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$26,40268Q3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$43M86.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M2.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$4M8.7KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$239,557617Q3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$980,5302.0KQ1 2026OLDER
NICOLET BANKSHARES INC$2.7B AUM0.01%$259,781525Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$275M556.7KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$581,5591.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$71M144.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$50M102.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$646M1.60MQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$371M750.8KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$587,7341.2KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$525,084893Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$545,8371.1KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$2M3.8KQ4 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$409,995830Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$315,569639Q1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$240,472487Q1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$540,2611.1KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$425,802862Q1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$498,5481.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$599,1861.2KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$655,0041.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$269,794537Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M2.4KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M3.3KQ3 2025OLDER
Clayton Financial Group LLC$195M AUM0.01%$11,26029Q3 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.01%$108,673220Q1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$25,19251Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M5.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M8.1KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M2.1KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.01%$10M19.9KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.01%$18,77138Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$129M318.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$3M8.6KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M9.0KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$657,9681.3KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.01%$2M3.1KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M6.9KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$64,839167Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$107M214.8KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$5M10.2KQ2 2026
Vise Technologies, Inc.$5.1B AUM0.01%$347,724862Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$58M118.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M8.2KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.01%$69,646141Q1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$538,5241.1KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$7,66719Q4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M4.5KQ1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.01%$483,3841.2KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.01%$305,767619Q1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$288,972585Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$23M45.6KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.01%$234,636475Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M14.0KQ1 2026OLDER
SFAM, LLC$108M AUM0.01%$6,42213Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$742,4381.5KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.01%$2M3.9KQ1 2026OLDER
Choate Investment Advisors$5.1B AUM0.01%$289,466586Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$385,297780Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$9M17.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$5M9.8KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$433,6371.1KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.01%$1M2.7KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$7M14.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$1M2.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$34M69.1KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$425,317861Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$14,50937Q3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M12.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$238,094482Q1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.01%$15,53040Q3 2025OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.00%$365,538740Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$643,6431.3KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$201,045407Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$54,337110Q1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$201,771520Q3 2025OLDER
Community Bank, N.A.$840M AUM0.00%$40,50482Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$185,239375Q1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$262,793532Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$419,005848Q1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$424,814860Q1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.00%$64,160159Q4 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$446,055903Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$21,38753Q2 2026
&PARTNERS$20.2B AUM0.00%$918,9931.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$839,2861.7KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$16,30233Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$15,08928Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$83,975170Q1 2026OLDER
Capital World Investors$732.9B AUM0.00%$32M79.6KQ4 2025OLDER
Copia Wealth Management$146M AUM0.00%$5,82415Q3 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$2M3.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$18M35.5KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M2.7KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5M9.3KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$24,24945Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$22M43.6KQ2 2026
Diversified Trust Co$5.4B AUM0.00%$218,828443Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$53,275108Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$24,69950Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$19M38.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$129,944263Q1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$815,0501.6KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$14,12435Q4 2025OLDER
Operose Advisors LLC$431M AUM0.00%$16,79534Q1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$36,06073Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$704,8991.4KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$16,30133Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$317,820644Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2M3.6KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$477,175966Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$32M64.5KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.00%$382,827775Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M2.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$832,8341.7KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$163,998332Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$172,396349Q1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$295,888599Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M4.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$289,041585Q1 2026OLDER
Navalign, LLC$396M AUM0.00%$12,94632Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$227,227460Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$41M83.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$13M26.3KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$215,864437Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M5.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$237,600481Q1 2026OLDER
NATIXIS$28.0B AUM0.00%$813,9002.0KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M4.1KQ1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.00%$29,63860Q1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$6,60017Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$766,2581.6KQ2 2026
Forum Financial Management, LP$7.1B AUM0.00%$201,507519Q3 2025OLDER
Colonial Trust Co / SC$735M AUM0.00%$20,58051Q4 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$263,297533Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$677,9141.7KQ4 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$10,37321Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$610,5471.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$534,9701.1KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$540,8791.1KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$712,3051.4KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$46,43494Q1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$752,8101.5KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$240,564487Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$9,87920Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$384,119777Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M4.1KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$582,8851.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M3.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$636,7271.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M6.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$144,299292Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$275,605683Q4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$52,855107Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$10,39121Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$32,10865Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$405,925822Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$201,533519Q3 2025OLDER
Coastline Trust Co$1.0B AUM0.00%$20,74742Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M12.5KQ1 2026OLDER
Davidson Capital Management Inc.$552M AUM0.00%$9,28123Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$212,316429Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$21,73544Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$97,807198Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$3,4647Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M8.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M9.2KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$16,79534Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3M6.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M6.8KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$41,00083Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$16,30133Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$844,6891.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M2.0KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$614,3851.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M13.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$36,06073Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$19,75940Q1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$300,334608Q1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$4,94010Q1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$397,152804Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$257,852522Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M2.9KQ1 2026OLDER

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