SEC 13F Intelligence

MAGNUM ICE CREAM CO NV

CUSIP N5505D105

Magnum Ice Cream Co NV has 34 institutional holders in Filings Flow’s 13F database, together reporting 246.92M shares worth $3.4B as of Q1 2026. The largest reported holders are Wellington Management Group LLP, Vanguard Group Inc, and First Eagle Investment Management, LLC.

Institutional Holders
34
Q1 2026
Reported Value
$66M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 539Q4 ’25Q1 ’26: 488Q1 ’26Q2 ’26: 34Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $4.2BQ4 ’25Q1 ’26: $3.4BQ1 ’26Q2 ’26: $66MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Madison Avenue Partners, LP$2.3B AUM7.44%$171M11.45MQ1 2026OLDER
Sessa Capital IM, L.P.$5.5B AUM1.30%$71M4.77MQ1 2026OLDER
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$2.0B AUM1.19%$24M1.62MQ1 2026OLDER
M&G Plc$19.4B AUM1.10%$213M14.17MQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM1.03%$5M337.5KQ4 2025OLDER
Andra AP-fonden$8.4B AUM0.71%$58M49.0KQ4 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.58%$3M151.5KQ2 2026
First Eagle Investment Management, LLC$59.0B AUM0.57%$334M22.71MQ1 2026OLDER
Kennon-Green & Company, LLC$122M AUM0.56%$687,43146.0KQ1 2026OLDER
111 Capital$406M AUM0.55%$3M156.7KQ4 2025OLDER
First Pacific Advisors, LP$7.1B AUM0.47%$34M2.26MQ1 2026OLDER
Ruffer LLP$2.4B AUM0.45%$11M755.6KQ1 2026OLDER
FLOSSBACH VON STORCH SE$21.4B AUM0.40%$86M5.89MQ1 2026OLDER
Te Ahumairangi Investment Management Ltd$597M AUM0.35%$2M141.5KQ1 2026OLDER
Boussard & Gavaudan Investment Management LLP$1.1B AUM0.31%$3M226.5KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.29%$89M7.04MQ1 2026OLDER
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.28%$12M776.9KQ4 2025OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.27%$864,84554.1KQ4 2025OLDER
Orbis Allan Gray Ltd$23.7B AUM0.27%$64M4.25MQ1 2026OLDER
ION Fund Management Ltd$707M AUM0.24%$2M127.7KQ4 2025OLDER
FIL Ltd$128.7B AUM0.22%$288M19.61MQ1 2026OLDER
Hamlin Capital Management, LLC$4.4B AUM0.20%$8M523.5KQ4 2025OLDER
Rathbones Group PLC$50.6B AUM0.20%$50M3.24MQ2 2026
NORTHSTAR ASSET MANAGEMENT INC$326M AUM0.19%$603,68140.4KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.18%$14M927.6KQ1 2026OLDER
BLI - Banque de Luxembourg Investments$3.3B AUM0.15%$5M317.6KQ1 2026OLDER
Evelyn Partners Investment Management Services Ltd$850M AUM0.13%$1M76.7KQ1 2026OLDER
EQUITY INVESTMENT CORP$5.1B AUM0.13%$6M407.5KQ4 2025OLDER
Eldred Rock Partners, LLC$465M AUM0.13%$489,63830.9KQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.13%$6M375.3KQ4 2025OLDER
Scientech Research LLC$120M AUM0.12%$149,78410.0KQ1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.11%$1M71.3KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.10%$7M440.4KQ4 2025OLDER
Matthew Goff Investment Advisor, LLC$593M AUM0.10%$611,73535.1KQ2 2026
Windle Wealth, LLC$237M AUM0.10%$226,59314.3KQ4 2025OLDER
TRIAN FUND MANAGEMENT, L.P.$3.9B AUM0.09%$4M241.0KQ1 2026OLDER
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM0.09%$168,35910.6KQ4 2025OLDER
Banque de Luxembourg S.A.$212M AUM0.09%$193,24311.1KQ2 2026
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.09%$35M2.39MQ1 2026OLDER
apricus wealth, LLC$205M AUM0.08%$165,36310.4KQ4 2025OLDER
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM0.08%$346,66821.7KQ4 2025OLDER
KEATING INVESTMENT COUNSELORS INC$404M AUM0.08%$310,21320.8KQ1 2026OLDER
tru Independence LLC$202M AUM0.07%$293,10318.5KQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.07%$28M1.87MQ1 2026OLDER
Evelyn Partners Investment Management LLP$3.7B AUM0.07%$3M182.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.07%$382M26.10MQ1 2026OLDER
BONNESS ENTERPRISES INC$310M AUM0.07%$192,01812.8KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.06%$38M2.62MQ1 2026OLDER
HALL LAURIE J TRUSTEE$322M AUM0.06%$177,48811.2KQ4 2025OLDER
Perbak Capital Partners LLP$406M AUM0.06%$232,68215.6KQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.05%$4M285.0KQ1 2026OLDER
GRANDFIELD & DODD, LLC$1.8B AUM0.05%$966,21964.6KQ1 2026OLDER
Wallace Capital Management Inc.$871M AUM0.05%$472,42031.6KQ1 2026OLDER
ADVOCATE GROUP LLC$639M AUM0.05%$331,53122.2KQ1 2026OLDER
DNCA FINANCE$1.7B AUM0.05%$881,98555.2KQ4 2025OLDER
GFS Advisors, LLC$1.6B AUM0.05%$395,19826.9KQ1 2026OLDER
NEW ENGLAND ASSET MANAGEMENT INC$786M AUM0.05%$366,56323.1KQ4 2025OLDER
Timber Creek Capital Management LLC$412M AUM0.05%$198,20412.5KQ4 2025OLDER
ProVise Management Group, LLC$1.4B AUM0.05%$632,76439.9KQ4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.04%$13M811.2KQ4 2025OLDER
HEADINVEST, LLC$488M AUM0.04%$211,59813.3KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.04%$8M513.8KQ4 2025OLDER
Redmond Asset Management, LLC$366M AUM0.04%$159,41910.1KQ4 2025OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.04%$18M1.22MQ1 2026OLDER
Beacon Bank & Trust$518M AUM0.04%$188,57611.9KQ4 2025OLDER
ADVISORY RESEARCH INC$813M AUM0.04%$300,62719.0KQ4 2025OLDER
Hurley Capital, LLC$187M AUM0.04%$70,3404.7KQ1 2026OLDER
Boston Common Asset Management, LLC$1.7B AUM0.04%$616,94838.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.04%$35M2.40MQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.04%$411,52926.0KQ4 2025OLDER
KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM0.04%$261,76316.5KQ4 2025OLDER
American Assets Investment Management, LLC$1.5B AUM0.03%$508,30034.0KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.03%$249,46814.3KQ2 2026
Portland Global Advisors LLC$938M AUM0.03%$311,55820.8KQ1 2026OLDER
M. Kulyk & Associates, LLC$536M AUM0.03%$174,49611.7KQ1 2026OLDER
Evelyn Partners Investment Management (Europe) Ltd$291M AUM0.03%$93,4776.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.03%$265,98417.79MQ1 2026OLDER
Baker Chad R$530M AUM0.03%$170,49610.7KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.03%$40M2.66MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$1M68.9KQ1 2026OLDER
Capital Investment Counsel, LLC$730M AUM0.03%$208,66513.2KQ4 2025OLDER
NewSquare Capital LLC$1.2B AUM0.03%$324,86220.5KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.03%$32M2.19MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$677,54945.3KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$9M581.5KQ4 2025OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.03%$774,55848.9KQ4 2025OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.03%$577,46536.4KQ4 2025OLDER
J. Goldman & Co LP$3.4B AUM0.03%$897,00060.0KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.03%$674,272608Q2 2026
SATURNA CAPITAL CORP$7.1B AUM0.03%$2M121.6KQ4 2025OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.03%$2M141.8KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.02%$11M728.6KQ1 2026OLDER
SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM0.02%$271,85917.2KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M161.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$254,28614.6KQ2 2026
XML Financial, LLC$1.2B AUM0.02%$272,79417.2KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$1M78.0KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.02%$444,34128.0KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.02%$94M6.40MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M80.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$809,13954.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$19M1.27MQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.02%$3M219.3KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.02%$489,88328.1KQ2 2026
EFG International AG$4.7B AUM0.02%$869,55258.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.02%$2M148.2KQ1 2026OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.02%$322,23120.3KQ4 2025OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$253,76915.9KQ4 2025OLDER
Boit C F David$225M AUM0.02%$39,7282.6KQ4 2025OLDER
Corient IA LLC$106M AUM0.02%$17,8201.2KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.02%$243,40116.3KQ1 2026OLDER
Banque Transatlantique SA$4.2B AUM0.02%$685,21346.9KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.02%$166,71810.5KQ4 2025OLDER
Cardinal Capital Management$776M AUM0.02%$126,8218.5KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.02%$8M532.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$62M4.24MQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$44M2.98MQ1 2026OLDER
Amundi$367.1B AUM0.01%$54M3.59MQ1 2026OLDER
Tweedy, Browne Co LLC$1.3B AUM0.01%$180,10312.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$25M1.70MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$6M429.5KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$4M298.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$88M5.90MQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.01%$160,89810.8KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$558,36937.3KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$525,34535.8KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$10M701.0KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$469,85129.6KQ4 2025OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$14,529989Q1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.01%$213,13513.4KQ4 2025OLDER
FMR LLC$1.90T AUM0.01%$215M14.61MQ1 2026OLDER
EDENTREE ASSET MANAGEMENT Ltd$332M AUM0.01%$36,6022.3KQ4 2025OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.01%$45,4093.1KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.01%$187,25211.8KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$736,12349.2KQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM0.01%$1M63.3KQ4 2025OLDER
Destination Wealth Management$3.9B AUM0.01%$400,94426.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$4M239.1KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.01%$2M160.7KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.01%$283,71517.9KQ4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.01%$34,9032.2KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M403.8KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.01%$535,37333.8KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$86M5.74MQ1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.01%$166,92610.5KQ4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.01%$3M212.9KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.01%$84,3185.6KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.01%$12,513837Q1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$1M90.8KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.01%$283,02419.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$168,69611.3KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.01%$298,62818.8KQ4 2025OLDER
Plato Investment Management Ltd$1.5B AUM0.01%$127,4848.0KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.01%$591,51540.6KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.01%$10,271687Q1 2026OLDER
Tacita Capital Inc$169M AUM0.01%$13,156880Q1 2026OLDER
Costello Asset Management, INC$289M AUM0.01%$22,4251.5KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.01%$13,276888Q1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.01%$290,41918.3KQ4 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.01%$492,82733.0KQ1 2026OLDER
Mediolanum International Funds Ltd$9.4B AUM0.01%$685,43645.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M103.3KQ4 2025OLDER
Garner Asset Management Corp$255M AUM0.01%$18,6241.2KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$2M126.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$25M1.73MQ1 2026OLDER
BECKER CAPITAL MANAGEMENT INC$3.4B AUM0.01%$230,76915.4KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$18M1.23MQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$27M1.84MQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.01%$202,94412.8KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$202,19913.5KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$9,957666Q1 2026OLDER
Aristotle Capital Management, LLC$47.8B AUM0.01%$3M192.4KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$71,0274.8KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.01%$3M190.0KQ4 2025OLDER
First Pacific Financial$777M AUM0.01%$42,0822.7KQ4 2025OLDER
SCS Capital Management LLC$9.4B AUM0.01%$509,93534.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$546,90636.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$213M14.51MQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.01%$2M123.9KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$5M337.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M154.5KQ1 2026OLDER
Clean Yield Group$355M AUM0.01%$18,3141.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$344M21.67MQ4 2025OLDER
Modera Wealth Management, LLC$8.3B AUM0.00%$413,32327.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$5M331.2KQ4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$33,2792.2KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.00%$152,23810.6KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.00%$1M79.5KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$21,3981.4KQ2 2026
ALERUS FINANCIAL NA$2.0B AUM0.00%$90,1496.0KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$167,27411.4KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$728,94845.6KQ4 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$357,57323.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$57M3.84MQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$967,74066.1KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$191,87412.1KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.00%$260,86216.5KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$490,13632.8KQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.00%$197,47712.3KQ4 2025OLDER
Camelot Portfolios, LLC$135M AUM0.00%$6,346400Q4 2025OLDER
Temasek Holdings (Private) Ltd$30.5B AUM0.00%$1M79.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$21M1.42MQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.00%$9,942665Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$696,11047.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$23M1.52MQ1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$15,3091.0KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.00%$43,2133.0KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$6,598449Q1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$31,2162.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M161.8KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.00%$296,82318.7KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$400,29225.3KQ4 2025OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.00%$9,619660Q1 2026OLDER
Quarry LP$558M AUM0.00%$20,6211.3KQ4 2025OLDER
Westfuller Advisors, LLC$232M AUM0.00%$7,791492Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$7M488.2KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$12,352842Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$570,22338.1KQ1 2026OLDER
Hara Capital LLC$200M AUM0.00%$5,621376Q1 2026OLDER
ALLIANZ SE$9.0B AUM0.00%$249,10217.0KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$679,66142.8KQ4 2025OLDER
Pingora Partners LLC$169M AUM0.00%$4,406278Q4 2025OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$12,872861Q1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$210,73514.1KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$205,00812.9KQ4 2025OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.00%$176,64413.9KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM0.00%$9,957666Q1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$10,166680Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$13M882.6KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$39,6772.7KQ1 2026OLDER
MOTCO$1.1B AUM0.00%$25,8781.7KQ1 2026OLDER
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM0.00%$3M199.6KQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.00%$199,29613.6KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$17,1331.1KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$97,3696.5KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.00%$223,50114.1KQ4 2025OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$2M161.7KQ1 2026OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.00%$51,3473.5KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.00%$3,110208Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M121.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$137,6459.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$612,10741.8KQ1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$6M383.3KQ2 2026
Global Trust Asset Management, LLC$262M AUM0.00%$5,173346Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M283.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M152.9KQ1 2026OLDER
ABN AMRO Bank N.V.$9.3B AUM0.00%$173,82411.8KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.00%$6,927437Q4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$1M74.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M132.7KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$3,065205Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$16,7891.1KQ1 2026OLDER
Dorato Capital Management$135M AUM0.00%$2,352144Q4 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$511,04434.8KQ1 2026OLDER
High Point Wealth Management, LLC$104M AUM0.00%$1,794120Q1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$8,464534Q4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$294,93519.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M83.0KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$6,863459Q1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$152,40710.2KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$296,68319.8KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.00%$72,9726.5KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$2,048137Q1 2026OLDER
Boreal Capital Management LLC$123M AUM0.00%$1,845126Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$130,7538.7KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$2,054118Q2 2026
Fisher Asset Management, LLC$294.9B AUM0.00%$4M290.5KQ1 2026OLDER
Olistico Wealth, LLC$203M AUM0.00%$2,929200Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,788275Q2 2026
Quattro Advisors LLC$115M AUM0.00%$1,791113Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$395,63726.8KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$37,0002.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$23M1.47MQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$3,804240Q4 2025OLDER
&PARTNERS$20.2B AUM0.00%$271,92618.6KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$297,17619.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$36,0742.1KQ2 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M112.5KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$12,014758Q4 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$4,264269Q4 2025OLDER
Hickory Point Bank & Trust$152M AUM0.00%$1,899127Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$361,11824.2KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$228,05915.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$69,2014.4KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$740,01147.6KQ4 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$2,138143Q1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$171,18010.8KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M185.3KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$2,020135Q1 2026OLDER
Financial Life Planners$130M AUM0.00%$1,48199Q1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.00%$113,0637.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$367,72023.2KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$67,4544.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M95.7KQ4 2025OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$1,630109Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$178,38311.9KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,065205Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$288,41519.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M137.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$29,7652.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$79,6255.4KQ1 2026OLDER
ABOUND FINANCIAL, LLC$229M AUM0.00%$2,408161Q1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$2,571172Q1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.00%$3,147215Q1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$254,28717.0KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.00%$2,422162Q1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$217,07414.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M279.1KQ1 2026OLDER
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM0.00%$3,420216Q4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$793,52045.6KQ2 2026
Cerity Partners LLC$70.8B AUM0.00%$700,14046.8KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.00%$1,07672Q1 2026OLDER
PETERSON WEALTH MANAGEMENT$172M AUM0.00%$1,659111Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$905,90661.9KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$2,990200Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$7M466.0KQ1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$2,916195Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M462.0KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,645110Q1 2026OLDER
Evelyn Partners Asset Management Ltd$406M AUM0.00%$3,630227Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$47,2873.2KQ2 2026
Rossby Financial, LCC$489M AUM0.00%$4,127286Q1 2026OLDER
Financial Avengers, Inc.$219M AUM0.00%$1,809121Q1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$6,698448Q1 2026OLDER
Woodbridge CO LTD$27.8B AUM0.00%$327,46120.7KQ4 2025OLDER
Brentview Investment Management LLC$231M AUM0.00%$1,744110Q4 2025OLDER
Jessup Wealth Management, Inc$274M AUM0.00%$2,378150Q4 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$53,9713.6KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.00%$26,8601.6KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M276.0KQ2 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$565,49837.8KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.00%$867,35058.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$539,95136.1KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$2,057138Q1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$205,73213.8KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$2,437163Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$76,6255.3KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$7,208414Q2 2026
Larson Financial Group LLC$3.1B AUM0.00%$22,2461.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13,406907Q1 2026OLDER
Seneschal Advisors, LLC$135M AUM0.00%$94263Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$14,387997Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$8,068509Q4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$479,17032.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$607,19838.3KQ4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$4,231283Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4,829323Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$376,13825.2KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,556171Q1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.00%$210,77614.1KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$1,525102Q1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.00%$79,7735.4KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.00%$3,125209Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$213,06714.3KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$74547Q4 2025OLDER
MASECO LLP$3.2B AUM0.00%$18,5551.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$20,5551.4KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,841190Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$497,48733.3KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1,40594Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$17,6261.2KQ1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.00%$7,291460Q4 2025OLDER
Strive Financial Group ,LLC$189M AUM0.00%$1,00038Q1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$4,708297Q4 2025OLDER
Financial Perspectives, Inc$358M AUM0.00%$1,884126Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$79253Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$10,492662Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$729,75748.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$337,91022.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$273,84618.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M105.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$409,99227.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$519,79534.8KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$79,5345.3KQ1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$89760Q1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$85357Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$509,97127.1KQ1 2026OLDER
Horrell Capital Management, Inc.$219M AUM0.00%$1,00049Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M113.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$5,786387Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M85.7KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$77,8055.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$753,98950.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$826,70652.2KQ4 2025OLDER
Sunrise Financial Services, LLC$141M AUM0.00%$59840Q1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.00%$73349Q1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.00%$1,19680Q1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$6,309422Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$630,55843.0KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$283,71517.9KQ4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$1,600107Q1 2026OLDER
Towne Trust Company, N.A$311M AUM0.00%$1,24183Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$373,78125.0KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$9,448632Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$25,7491.5KQ2 2026
Elyxium Wealth, LLC$312M AUM0.00%$1,36386Q4 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$87255Q4 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$59840Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M384.8KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$91261Q1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$1,495100Q1 2026OLDER
City State Bank$385M AUM0.00%$1,40596Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$336,27622.8KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$5,215329Q1 2026OLDER
Core Alternative Capital$339M AUM0.00%$1,19680Q1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$218,88713.7KQ4 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$9,402540Q2 2026
United Community Bank$300M AUM0.00%$1,04770Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$286,48619.2KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$86758Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$178,38311.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$167,80822.4KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$197,41012.5KQ4 2025OLDER
Purpose Unlimited Inc.$2.4B AUM0.00%$7,939531Q1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.00%$38926Q1 2026OLDER
NVWM, LLC$449M AUM0.00%$1,464100Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$15,6831.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M81.6KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$9,479598Q4 2025OLDER
Dixon Mitchell Investment Counsel Inc.$2.9B AUM0.00%$9,060606Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$22,4251.5KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$4,485300Q1 2026OLDER
Piscataqua Savings Bank$148M AUM0.00%$45226Q2 2026
MTM Investment Management, LLC$316M AUM0.00%$95764Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$2,930196Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$19,5491.3KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$2,378159Q1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$20,3241.4KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.00%$1,26880Q4 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$22,7391.5KQ1 2026OLDER
S&T BANK/PA$268M AUM0.00%$77752Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$176,12211.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$352,38623.6KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$24,6981.7KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$14,576975Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$187,45612.5KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$575,32339.3KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$3,677246Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$3,587240Q1 2026OLDER
NFSG Corp$608M AUM0.00%$1,645110Q1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.00%$1,03165Q4 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$2,446164Q1 2026OLDER
PROATHLETE WEALTH MANAGEMENT LLC$361M AUM0.00%$94163Q1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$52435Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$2,927196Q1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$6,518436Q1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$46029Q4 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$1,973132Q1 2026OLDER
Vision Retirement, LLC$373M AUM0.00%$95160Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$3,932263Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$2,594149Q2 2026
Measured Wealth Private Client Group, LLC$366M AUM0.00%$89760Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$60,2194.0KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.00%$3,140210Q1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$1,28686Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$94263Q1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.00%$38926Q1 2026OLDER
NorthAvenue LLC$126M AUM0.00%$29920Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$196,26413.1KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$6,578440Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$36523Q4 2025OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.00%$1,669114Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$4,919329Q1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.00%$79253Q1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$253,93117.3KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$74850Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$22,0211.5KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,37692Q1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$35924Q1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$3,274188Q2 2026
Golden State Wealth Management, LLC$915M AUM0.00%$1,854124Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$55,6413.7KQ2 2026
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$1,734116Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$26918Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$22415Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$4,186280Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$37,5142.5KQ1 2026OLDER
West Branch Capital LLC$373M AUM0.00%$73046Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$11M707.8KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$1,03157Q2 2026
Heritage Wealth Advisors$2.6B AUM0.00%$4,612291Q4 2025OLDER
TD Capital Management LLC$1.1B AUM0.00%$1,958131Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$2,332156Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$62842Q1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.00%$1,03971Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$4,172279Q1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$1,902120Q4 2025OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$50834Q1 2026OLDER
UNION SAVINGS BANK$228M AUM0.00%$37325Q1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$55535Q4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M69.9KQ1 2026OLDER
Capital International Investors$426.5B AUM0.00%$998,68662.9KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$256,24317.1KQ1 2026OLDER
CGC Financial Services, LLC$346M AUM0.00%$52335Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$7,864526Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$174,13611.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$639,08442.7KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$53936Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$877,23658.7KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$91564Q1 2026OLDER

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