SEC 13F Intelligence

ELASTIC N V

CUSIP N14506104

Elastic N V has 373 institutional holders in Filings Flow’s 13F database, together reporting 89.36M shares worth $4.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Aqr Capital Management LLC, and Blackrock, Inc..

Institutional Holders
373
Q1 2026
Reported Value
$4.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 71Q4 ’18Q1 ’19: 100Q2 ’19: 150Q2 ’19Q3 ’19: 173Q2 ’21: 323Q2 ’21Q4 ’21: 347Q4 ’22: 298Q4 ’22Q4 ’25: 437Q1 ’26: 373Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $2.1BQ2 ’19: $3.9BQ2 ’19Q3 ’19: $370.3BQ2 ’21: $34.3BQ2 ’21Q4 ’21: $32.6BQ4 ’22: $1.8BQ4 ’22Q4 ’25: $6.6BQ1 ’26: $4.4BQ1 ’26Q2 ’26: $53Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SYLEBRA CAPITAL LLC$774M AUM9.11%$70M1.41MQ1 2026OLDER
SOMA EQUITY PARTNERS LP$1.4B AUM7.83%$142M1.89MQ4 2025OLDER
Optimus Prime Fund Management Co., Ltd.$1.0B AUM5.90%$61M1.22MQ1 2026OLDER
GOLDENTREE ASSET MANAGEMENT LP$1.7B AUM4.23%$71M1.43MQ1 2026OLDER
CYPRESS POINT INVESTMENT MANAGEMENT LP$424M AUM3.68%$16M312.3KQ1 2026OLDER
Lane Generational LLC$126M AUM3.39%$4M85.3KQ1 2026OLDER
Styrax Capital, LP$1.4B AUM2.28%$30M394.2KQ4 2025OLDER
Pamplona Capital Management, LLC$473M AUM2.23%$11M210.6KQ1 2026OLDER
WESTERLY CAPITAL MANAGEMENT, LLC$368M AUM2.04%$7M150.0KQ1 2026OLDER
Archon Capital Management LLC$177M AUM2.03%$4M72.0KQ1 2026OLDER
Thematics Asset Management$2.2B AUM2.01%$44M523.3KQ3 2025OLDER
No Street GP LP$1.5B AUM2.00%$30M600.0KQ1 2026OLDER
Philosophy Capital Management LLC$1.6B AUM1.95%$32M635.0KQ1 2026OLDER
Alamar Capital Management, LLC$181M AUM1.90%$3M45.6KQ1 2026OLDER
Tejara Capital Ltd$303M AUM1.67%$5M101.1KQ1 2026OLDER
Clearline Capital LP$1.9B AUM1.15%$22M441.2KQ1 2026OLDER
Potrero Capital Research LLC$163M AUM1.02%$3M40.0KQ4 2025OLDER
MIROVA$2.5B AUM0.97%$24M479.1KQ1 2026OLDER
Blue Zone Wealth Advisors, LLC$491M AUM0.84%$4M58.5KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.80%$113M2.26MQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.75%$334,5004.4KQ4 2025OLDER
Planned Solutions, Inc.$306M AUM0.73%$2M44.9KQ1 2026OLDER
Paloma Partners Management Co$510M AUM0.70%$4M50.7KQ3 2025OLDER
PURSUE WEALTH PARTNERS LLC$167M AUM0.70%$1M19.2KQ4 2025OLDER
Alight Capital Management LP$417M AUM0.66%$3M55.0KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.58%$28M331.0KQ3 2025OLDER
WINCAP FINANCIAL LLC$185M AUM0.57%$856,77917.1KQ1 2026OLDER
Melqart Asset Management (UK) Ltd$1.0B AUM0.56%$4M49.3KQ3 2025OLDER
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM0.55%$2M44.3KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.53%$31M628.7KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.49%$578,63411.6KQ1 2026OLDER
Hidden Lake Asset Management LP$331M AUM0.48%$4M44.6KQ3 2025OLDER
TIGER GLOBAL MANAGEMENT LLC$22.8B AUM0.43%$128M1.69MQ4 2025OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.42%$38M761.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.39%$975,78211.6KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.38%$27M533.5KQ1 2026OLDER
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM0.38%$7M143.1KQ1 2026OLDER
Meridiem Capital Partners LP$1.5B AUM0.38%$6M70.0KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.37%$110M1.46MQ4 2025OLDER
Exane Asset Management$489M AUM0.37%$2M19.7KQ4 2025OLDER
Nishkama Capital, LLC$1.6B AUM0.36%$15M178.3KQ3 2025OLDER
OSSIAM$5.7B AUM0.36%$20M403.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.35%$1M14.0KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.34%$325M6.49MQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.33%$118M2.36MQ1 2026OLDER
Temasek Holdings (Private) Ltd$30.5B AUM0.31%$98M1.29MQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.31%$8M163.7KQ1 2026OLDER
LBP AM SA$7.3B AUM0.30%$26M346.3KQ4 2025OLDER
Slow Capital, Inc.$770M AUM0.29%$2M32.3KQ4 2025OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.28%$11M211.9KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM0.26%$3M56.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.24%$51M600.0KQ3 2025OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.23%$14M189.1KQ4 2025OLDER
Caerus Investment Advisors, LLC$240M AUM0.22%$692,0119.2KQ4 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.22%$553,7307.3KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.22%$902,76918.1KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.20%$3M61.8KQ1 2026OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.19%$364,2244.8KQ4 2025OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.19%$1M22.8KQ1 2026OLDER
WEALTH EFFECTS LLC$282M AUM0.19%$528,14410.6KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.19%$29M575.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.18%$25M509.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.17%$378M7.55MQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.17%$21M249.3KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.17%$3M30.6KQ3 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.17%$4M43.3KQ3 2025OLDER
waypoint wealth counsel$193M AUM0.17%$322,6366.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.16%$100M1.99MQ1 2026OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM0.15%$1M13.9KQ4 2025OLDER
TrueMark Investments, LLC$514M AUM0.15%$786,46210.4KQ4 2025OLDER
Nicholas Investment Partners, LP$1.4B AUM0.15%$2M23.1KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.15%$31M367.9KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.15%$2M23.4KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.14%$868,55710.3KQ3 2025OLDER
Hel Ved Capital Management Ltd$844M AUM0.14%$1M23.6KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.14%$706,70914.1KQ1 2026OLDER
FIL Ltd$128.7B AUM0.13%$169M3.38MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.12%$288,3425.8KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.12%$33M661.4KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.12%$455,6599.1KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.12%$6M120.5KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.11%$255,9142.8KQ3 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.11%$4M44.1KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$722,3389.6KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.11%$2M30.2KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.11%$1M22.6KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.11%$18M356.4KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.11%$12M139.7KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.10%$175M3.49MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.10%$1M16.0KQ3 2025OLDER
QTR Family Wealth, LLC$240M AUM0.10%$227,4073.6KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.10%$43M850.9KQ1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM0.09%$2M37.2KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.09%$12M234.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.09%$131M2.63MQ1 2026OLDER
Investment Research Partners LLC$246M AUM0.09%$212,8152.8KQ4 2025OLDER
SBI Okasan Asset Management Co.Ltd.$2.4B AUM0.09%$2M20.5KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.09%$836,10211.1KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.09%$1M13.4KQ3 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.09%$691,07810.5KQ4 2025OLDER
Fiera Capital Corp$29.2B AUM0.08%$25M297.4KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.08%$725,0938.6KQ3 2025OLDER
Resolute Advisors LLC$242M AUM0.07%$229,1873.0KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.07%$376,3705.0KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.07%$10M202.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.07%$56M1.12MQ1 2026OLDER
Prostatis Group LLC$391M AUM0.07%$274,6773.3KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.07%$218,9564.4KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.07%$316,0944.2KQ4 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.07%$38M752.4KQ1 2026OLDER
Cypress Capital, LLC$351M AUM0.07%$230,6544.6KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.06%$52M905.2KQ2 2026
Palumbo Wealth Management LLC$410M AUM0.06%$261,0485.2KQ1 2026OLDER
Fi3 FINANCIAL ADVISORS, LLC$346M AUM0.06%$202,1792.7KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.06%$47M948.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$524,74510.5KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.06%$377,9244.5KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.06%$17M202.3KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.06%$3M59.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.06%$5M90.2KQ1 2026OLDER
DARA CAPITAL US, INC.$105M AUM0.05%$57,3381.1KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.05%$630,67412.6KQ1 2026OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM0.05%$323,0354.3KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.05%$857,45111.4KQ4 2025OLDER
Stephens Consulting, LLC$309M AUM0.05%$150,8802.0KQ4 2025OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.05%$206,4094.1KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.05%$288,0263.4KQ3 2025OLDER
Krane Funds Advisors LLC$2.4B AUM0.05%$1M19.7KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$335,2833.8KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.04%$10M193.3KQ1 2026OLDER
WESTPAC BANKING CORP$1.4B AUM0.04%$644,27112.9KQ1 2026OLDER
111 Capital$406M AUM0.04%$226,5182.7KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$457,1666.1KQ4 2025OLDER
Mach-1 Financial Group, LLC$284M AUM0.04%$202,0282.7KQ4 2025OLDER
Siren, L.L.C.$3.6B AUM0.04%$1M12.5KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.04%$516,4036.1KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$98M1.96MQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.04%$211,6092.8KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.04%$39M771.0KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$215,3072.9KQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.04%$2M32.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.04%$24M472.3KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$211,8084.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.04%$23M468.9KQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.04%$412,3025.5KQ4 2025OLDER
Petrus Trust Company, LTA$915M AUM0.04%$341,2554.0KQ3 2025OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.04%$398,7825.3KQ4 2025OLDER
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.04%$227,7533.0KQ4 2025OLDER
Symphony Financial, Ltd. Co.$755M AUM0.04%$266,1523.5KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.04%$11M229.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$35M696.5KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.03%$2M25.0KQ3 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.03%$343,6606.0KQ2 2026
Parcion Private Wealth LLC$1.6B AUM0.03%$549,3547.3KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$7M146.0KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$422,4645.6KQ4 2025OLDER
Legacy Financial Advisors, Inc.$715M AUM0.03%$232,2043.1KQ4 2025OLDER
Archford Capital Strategies, LLC$873M AUM0.03%$268,0023.2KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$697,8209.3KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.03%$2M19.9KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.03%$4M84.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M44.1KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.03%$81,617966Q3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$503,30110.8KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.03%$210,6584.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.03%$53M1.06MQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$508,1646.7KQ4 2025OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.02%$371,9954.9KQ4 2025OLDER
CWM, LLC$38.1B AUM0.02%$9M183.9KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$440,7205.8KQ4 2025OLDER
Andra AP-fonden$8.4B AUM0.02%$2M21.9KQ3 2025OLDER
WADDELL & ASSOCIATES, LLC$1.8B AUM0.02%$415,7678.3KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$1M21.4KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.02%$896,77710.6KQ3 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.02%$237,5524.8KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.02%$933,91318.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M60.5KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$26M510.2KQ1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$84,4901.0KQ3 2025OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM0.02%$928,13812.3KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M23.0KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.02%$428,1115.1KQ3 2025OLDER
Full Sail Capital, LLC$1.8B AUM0.02%$331,4543.9KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.02%$4M75.4KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$41,567551Q4 2025OLDER
American Trust$1.1B AUM0.02%$209,4512.5KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.02%$467,5569.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M39.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.02%$7M143.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$305,6834.1KQ4 2025OLDER
Y.D. More Investments Ltd$2.6B AUM0.02%$423,2658.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.02%$58,9891.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$13M176.8KQ4 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$12M239.4KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$235,4534.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M35.0KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$241,4024.8KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.02%$1M16.2KQ3 2025OLDER
Banque Transatlantique SA$4.2B AUM0.02%$632,08212.7KQ1 2026OLDER
GenTrust, LLC$2.3B AUM0.02%$348,1564.6KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$276M5.53MQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.01%$1M12.8KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$443,5118.9KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.01%$94,0311.9KQ1 2026OLDER
North Capital, Inc.$118M AUM0.01%$18,334217Q3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$264,1975.3KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.01%$398,7234.5KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$11M221.0KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$70M834.0KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$9M182.4KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$700,3109.3KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M24.6KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$588,28211.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$466,1579.3KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$6M76.7KQ3 2025OLDER
Capstone Financial Advisors, Inc.$1.9B AUM0.01%$215,4574.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$972,05619.4KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$345,8217.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$766M10.15MQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$773,84515.5KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$350,2726.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M93.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$10M203.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$228,4183.0KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M48.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M181.4KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.01%$644,27112.9KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$298,1653.5KQ3 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$78,8341.6KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$428,1148.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$19M371.8KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$241,7103.2KQ4 2025OLDER
Swedbank AB$95.1B AUM0.01%$9M104.5KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$514,54710.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$16M321.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$57M1.14MQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$7M145.9KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M18.6KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$808,12616.2KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$232,5823.1KQ4 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.01%$43,441869Q1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$295,7253.9KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$11M121.0KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$29M587.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$5M65.5KQ4 2025OLDER
Curi Capital, LLC$5.6B AUM0.01%$429,1795.7KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$340,5826.8KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$275,7955.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M24.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$558,13811.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M75.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$26M520.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M36.2KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$255,4133.0KQ3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M44.6KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$298,3346.1KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$754,4968.9KQ3 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$249,9505.0KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.01%$531,7646.3KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$10M200.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M68.8KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$11,316150Q4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$486,7039.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M67.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$202,6624.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$345M6.91MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M55.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$4M84.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$795,56115.9KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$339,5427.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$25M510.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$4M82.3KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$310,8134.1KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$809,93816.2KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$726,0238.6KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M104.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$88M1.76MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$36M715.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$4M46.8KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$226,1054.5KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$408,2825.4KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.01%$9M177.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$203M4.07MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$502,94910.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$3M36.7KQ4 2025OLDER
Quarry LP$558M AUM0.00%$25,295506Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$50,121879Q2 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$14,712258Q2 2026
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M22.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$749,85015.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M26.9KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$5,49265Q3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M56.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M97.3KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$513,34710.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$15M296.6KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$493,3026.5KQ4 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$6M128.7KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$33,343667Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$8M150.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$984,80319.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$33M659.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M85.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$20M393.9KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M30.7KQ4 2025OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$9,498190Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M41.6KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$9,698194Q1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$1M29.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M76.6KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$285,5435.7KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$210,2352.8KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M106.1KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.00%$140,0921.9KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$25M507.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M22.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$394,9717.9KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M45.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$171,8163.4KQ2 2026
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$385,0367.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$2M33.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$51M678.7KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$413,0678.3KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$235,4534.7KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$42,252741Q2 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$92012.2KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$801,93916.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$82M1.64MQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$13M262.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$17M336.5KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.00%$224,9122.7KQ3 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$52,914626Q3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$967,70619.4KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$403,7198.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$35M697.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M34.5KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$324,4856.5KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$720,00614.4KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M36.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M29.8KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$239,5524.8KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$13,897278Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$67,2511.4KQ1 2026OLDER
STANCE CAPITAL LLC$206M AUM0.00%$4,88499Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$20M399.6KQ1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.00%$7,748155Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M66.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$78,5351.6KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$5,299106Q1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$12,221162Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$46,141923Q1 2026OLDER
Woodline Partners LP$26.4B AUM0.00%$509,59810.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$51,774908Q2 2026
Bridgewater Associates, LP$22.4B AUM0.00%$428,2148.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M34.5KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$322,9866.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M82.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$27M539.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$289,6323.4KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$13,798276Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,01326.7KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$948,44219.0KQ1 2026OLDER
Silver Grove Financial Group, Inc.$124M AUM0.00%$2,05041Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M29.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$39,942799Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$315,3394.2KQ4 2025OLDER
Plato Investment Management Ltd$1.5B AUM0.00%$23,809476Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M29.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$283,7935.7KQ1 2026OLDER
HOEY INVESTMENTS, INC$693M AUM0.00%$9,998200Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$27M542.8KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$218,1064.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$377,3505.0KQ4 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$212,9324.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M200.2KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$34,000673Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$235,9534.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$8M166.3KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$333,9134.0KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$4M72.9KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,60092Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$127,6952.6KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$25,411356Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$280,1445.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M23.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$262,9485.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$9,305186.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$214,6882.5KQ3 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1,90038Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M38.1KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$529,84410.6KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$3M36.7KQ4 2025OLDER
Elyxium Wealth, LLC$312M AUM0.00%$3,54647Q4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$374,9257.5KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$214,9574.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M21.9KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M39.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$231,9004.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M34.3KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$231,1044.6KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$5,049101Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$253,6443.0KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$427,5658.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$235,0573.1KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$36,193724Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M48.5KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,09913Q3 2025OLDER
Operose Advisors LLC$431M AUM0.00%$3,09962Q1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$3,39545Q4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$23,796476Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$404,2198.1KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$45,616800Q2 2026
Addison Advisors LLC$452M AUM0.00%$2,95059Q1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$8,374111Q4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$32,993660Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$3M39.0KQ4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$287,4925.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$100,4302.0KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,13215Q4 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$5547Q4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$201,6104.0KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$725,75414.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$394,4217.9KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$16,797336Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$405,2204.8KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$110,3282.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M34.7KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$688,7679.1KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M45.3KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$2,54951Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$4,19984Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$11,198224Q1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$1,35027Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$227,4554.5KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$7,09194Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$946,56018.9KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,35027Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$4,60261Q4 2025OLDER
Pier Capital, LLC$606M AUM0.00%$1,88625Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$223,3023.0KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$316,7436.3KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$4,09982Q1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$50010Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$6048Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$16,247325Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$3,20064Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$5,799116Q1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$3775Q4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$14,532172Q3 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$1,25025Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,65033Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$84510Q3 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,65429Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M21.8KQ2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$49,413655Q4 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$1,90038Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$17,728235Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$7,249145Q1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$84510Q3 2025OLDER
Jessup Wealth Management, Inc$274M AUM0.00%$5287Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$709,15814.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$131,8242.6KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$50,8951.0KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$255,8495.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$210,1762.8KQ4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$4,60361Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$10,948219Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1,90038Q1 2026OLDER
United Financial Planning Group LLC$169M AUM0.00%$2263Q4 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$1,60032Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$50010Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$5076Q3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$430,9615.7KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,10022Q1 2026OLDER
Bangor Savings Bank$1.4B AUM0.00%$1,54027Q2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$209,7584.2KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$92,9811.9KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$2004Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$384,6137.7KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$2505Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$5297Q4 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$1002Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$90512Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,53562Q2 2026
Owl Creek Wealth Partners LLC$281M AUM0.00%$2505Q1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$4,74995Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$231,1483.1KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$2,10042Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$19,046381Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1503Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$20,146403Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$55211Q1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,43717Q3 2025OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$2004Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,60619Q3 2025OLDER
Spire Wealth Management$2.9B AUM0.00%$1,65033Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$95,6311.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,09341Q4 2025OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$2505Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$50010Q1 2026OLDER

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