SEC 13F Intelligence

NATNORDIC AMERICAN TANKERS LIMI

CUSIP G65773106 · Yahoo Finance ↗ · Google Finance ↗

Nordic American Tankers Limi (NAT) has 236 institutional holders in Filings Flow’s 13F database, together reporting 104.18M shares worth $595M as of Q1 2026. The largest reported holders are Dimensional Fund Advisors LP, Blackrock, Inc., and Ameriprise Financial Inc.

Institutional Holders
236
Q1 2026
Reported Value
$595M
Ticker
NAT
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 92Q2 ’19Q3 ’19: 92Q4 ’19: 125Q1 ’20: 128Q2 ’20: 121Q2 ’20Q3 ’20: 120Q4 ’20: 109Q1 ’21: 124Q2 ’21: 118Q2 ’21Q3 ’21: 119Q4 ’21: 119Q1 ’22: 113Q2 ’22: 119Q2 ’22Q3 ’22: 146Q4 ’22: 168Q1 ’23: 165Q2 ’23: 164Q2 ’23Q3 ’23: 177Q4 ’23: 179Q1 ’24: 181Q2 ’24: 187Q2 ’24Q3 ’24: 182Q4 ’24: 196Q1 ’25: 190Q2 ’25: 196Q2 ’25Q3 ’25: 201Q4 ’25: 211Q1 ’26: 236filingsflow.com
Total reported value
Q2 ’19: $33MQ2 ’19Q3 ’19: $29MQ4 ’19: $156MQ1 ’20: $121MQ2 ’20: $84MQ2 ’20Q3 ’20: $76MQ4 ’20: $59MQ1 ’21: $59MQ2 ’21: $66MQ2 ’21Q3 ’21: $48MQ4 ’21: $57MQ1 ’22: $73MQ2 ’22: $74MQ2 ’22Q3 ’22: $131MQ4 ’22: $165MQ1 ’23: $219MQ2 ’23: $176MQ2 ’23Q3 ’23: $182MQ4 ’23: $247MQ1 ’24: $234MQ2 ’24: $267MQ2 ’24Q3 ’24: $206MQ4 ’24: $142MQ1 ’25: $146MQ2 ’25: $213MQ2 ’25Q3 ’25: $277MQ4 ’25: $333MQ1 ’26: $595Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Simcoe Capital LLC$109M AUM5.59%$6M1.04MQ1 2026
Panoramic Capital, LLC$142M AUM0.93%$1M225.0KQ1 2026
Philip James Wealth Mangement, LLC$870M AUM0.89%$8M1.32MQ1 2026
WealthTrust Axiom LLC$406M AUM0.69%$3M476.5KQ1 2026
nVerses Capital, LLC$110M AUM0.68%$305,41088.8KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.62%$13M3.70MQ4 2025OLDER
CastleKnight Management LP$6.0B AUM0.58%$35M5.96MQ1 2026
THOMIST CAPITAL MANAGEMENT, LP$371M AUM0.53%$2M338.9KQ1 2026
MQS Management LLC$148M AUM0.42%$724,869230.8KQ3 2025OLDER
MYDA Advisors LLC$608M AUM0.29%$2M300.0KQ1 2026
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.20%$858,080146.4KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.19%$3M435.1KQ1 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.18%$9M1.56MQ1 2026
Manatuck Hill Partners, LLC$370M AUM0.12%$439,50075.0KQ1 2026
EntryPoint Capital, LLC$341M AUM0.12%$397,26167.8KQ1 2026
Numerai GP LLC$997M AUM0.09%$923,220157.5KQ1 2026
Quantbot Technologies LP$2.4B AUM0.09%$2M378.8KQ1 2026
Axiom Investment Management LLC$131M AUM0.08%$110,16818.8KQ1 2026
Baron Wealth Management LLC$386M AUM0.08%$264,03445.1KQ1 2026
Ellevest, Inc.$719M AUM0.07%$529,00690.3KQ1 2026
XTX Topco Ltd$5.8B AUM0.06%$4M599.4KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.06%$978,000167.0KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.05%$2M334.9KQ1 2026
VSM Wealth Advisory, LLC$335M AUM0.05%$151,02425.8KQ1 2026
Gould Capital, LLC$165M AUM0.05%$74,42212.7KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.04%$1M408.5KQ2 2025OLDER
State of Wyoming$844M AUM0.04%$352,66760.2KQ1 2026
ROI Financial Advisors, LLC$167M AUM0.04%$63,67810.9KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.04%$27M4.58MQ1 2026
Empowered Funds, LLC$15.7B AUM0.04%$6M949.6KQ1 2026
SmartHarvest Portfolios, LLC$240M AUM0.03%$80,08213.7KQ1 2026
AXQ CAPITAL, LP$777M AUM0.03%$257,69944.0KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.03%$254,32443.4KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M498.6KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.02%$116,72519.9KQ1 2026
KMG FIDUCIARY PARTNERS, LLC$1.1B AUM0.02%$298,26086.7KQ4 2025OLDER
Pettinga Financial Advisors LLC$624M AUM0.02%$110,16818.8KQ1 2026
Argos Wealth Advisors, LLC$348M AUM0.02%$66,65211.4KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$4M639.3KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$1M241.0KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.02%$743,980127.0KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$9M1.59MQ1 2026
Torren Management, LLC$201M AUM0.02%$33,7119.8KQ4 2025OLDER
Acorn Wealth Advisors, LLC$343M AUM0.02%$58,60010.0KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$4M689.6KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$71M12.19MQ1 2026
Ares Financial Consulting, LLC$139M AUM0.01%$17,8373.1KQ1 2026
Ethic Inc.$6.4B AUM0.01%$889,827151.8KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$452,31677.2KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$24M4.05MQ1 2026
Rehmann Capital Advisory Group$1.9B AUM0.01%$216,79869.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.01%$66,21311.6KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$48M8.26MQ1 2026
ESL Trust Services, LLC$524M AUM0.01%$58,60010.0KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.01%$310,58053.0KQ1 2026
Watts Gwilliam & Co., LLC$620M AUM0.01%$62,80920.0KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$218,27337.2KQ1 2026
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.01%$35,73211.4KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M690.4KQ1 2026
Fortis Capital Advisors, LLC$763M AUM0.01%$69,12511.8KQ1 2026
Diversify Advisory Services, LLC$655M AUM0.01%$55,85310.1KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$2M325.6KQ1 2026
Nuveen, LLC$369.3B AUM0.01%$29M4.98MQ1 2026
Virtu Financial LLC$2.4B AUM0.01%$131,00041.8KQ3 2025OLDER
BlueStem Wealth Partners, LLC$900M AUM0.01%$64,34811.0KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.01%$86,64214.8KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$102,41617.5KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M708.1KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M854.3KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$43,21916.4KQ2 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.01%$8,1581.4KQ1 2026
Rathbones Group PLC$50.6B AUM0.01%$1M205.9KQ1 2026
Cherry Tree Wealth Management, LLC$473M AUM0.01%$24,0807.0KQ4 2025OLDER
Visionary Wealth Advisors$2.3B AUM0.00%$102,55017.5KQ1 2026
Ausdal Financial Partners, Inc.$2.3B AUM0.00%$101,87617.4KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.00%$2M301.1KQ1 2026
AlphaStar Capital Management, LLC$1.4B AUM0.00%$58,60010.0KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M511.9KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$590,047100.7KQ1 2026
UMB Bank, n.a.$7.2B AUM0.00%$293,00050.0KQ1 2026
Good Life Advisors, LLC$1.6B AUM0.00%$64,58824.6KQ2 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$275,95947.1KQ1 2026
State of Alaska, Department of Revenue$9.2B AUM0.00%$355,00060.7KQ1 2026
Savvy Advisors, Inc.$3.7B AUM0.00%$137,98323.5KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.00%$54,80615.9KQ4 2025OLDER
Simplicity Wealth,LLC$1.8B AUM0.00%$63,58310.8KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$357,10860.9KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$806,096137.6KQ1 2026
Stokes Family Office, LLC$969M AUM0.00%$36,72910.7KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$87,42514.9KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$630,384107.6KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$209,29035.7KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$100,42317.1KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$7M1.26MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$27M4.58MQ1 2026
Mariner, LLC$85.7B AUM0.00%$3M435.2KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$337,57157.6KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M605.1KQ1 2026
KCM INVESTMENT ADVISORS LLC$3.0B AUM0.00%$88,32925.7KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$973,609166.1KQ1 2026
Westside Investment Management, Inc.$653M AUM0.00%$17,3552.8KQ1 2026
Magnetar Financial LLC$9.8B AUM0.00%$260,77644.5KQ1 2026
Sankala Group LLC$122M AUM0.00%$3,175561Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$97,57516.7KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.00%$69,12511.8KQ1 2026
Caption Management, LLC$17.1B AUM0.00%$345,761100.5KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M747.0KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.00%$117,74320.1KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M824.9KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M776.4KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M194.6KQ1 2026
Triumph Capital Management$491M AUM0.00%$10,5481.8KQ1 2026
Avior Wealth Management, LLC$3.8B AUM0.00%$68,80020.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M248.8KQ1 2026
Apollon Wealth Management, LLC$6.2B AUM0.00%$131,07822.4KQ1 2026
Main Street Group, LTD$340M AUM0.00%$6,9561.2KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$519,588151.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M342.9KQ1 2026
Sigma Planning Corp$3.6B AUM0.00%$70,08612.0KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.00%$113,45119.4KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$2M265.2KQ1 2026
Community Financial Services Group, LLC$686M AUM0.00%$9,9421.7KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M346.6KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$94,83216.2KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$786,447134.2KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$73,97712.6KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$5,714975Q1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$325,52955.6KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.00%$71,37320.7KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$352,30360.1KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.00%$35,65811.4KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$90,24415.4KQ1 2026
HBK Sorce Advisory LLC$5.0B AUM0.00%$65,22611.0KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$12,2832.1KQ1 2026
Quarry LP$558M AUM0.00%$8,0262.3KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$544,72293.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$21M6.05MQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$70M12.02MQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$1M196.6KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$96,07516.4KQ1 2026
West Financial Advisors, LLC$659M AUM0.00%$6,8721.2KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$115,91719.8KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M183.7KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M176.9KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$296,75050.6KQ1 2026
LSV ASSET MANAGEMENT$46.4B AUM0.00%$505,00086.2KQ1 2026
S.A. Mason LLC$266M AUM0.00%$2,236850Q2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$34,5685.9KQ1 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$60,90910.4KQ1 2026
CHELSEA COUNSEL CO$225M AUM0.00%$2,340680Q1 2026
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$55,85910.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M1.01MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$15M2.55MQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$7M1.16MQ1 2026
Jump Financial, LLC$7.5B AUM0.00%$70,37920.5KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$25M4.26MQ1 2026
CWM, LLC$38.1B AUM0.00%$320,62454.7KQ1 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$67,01611.4KQ1 2026
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$17,5803.0KQ1 2026
Caprock Group, LLC$4.1B AUM0.00%$38,28711.1KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$111,04718.9KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$387,06162.9KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$139,01723.7KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$456,35277.9KQ1 2026
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.00%$5,2622.0KQ2 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$39,8256.8KQ1 2026
Leonteq Securities AG$2.7B AUM0.00%$20,2233.5KQ1 2026
UBS Group AG$666.3B AUM0.00%$5M823.5KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$76,03813.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M1.09MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M936.9KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$763,433130.3KQ1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$89,07215.2KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$3M474.0KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$5,441928Q1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$86,86914.8KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$343,41958.6KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$114,78019.6KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$10,4021.8KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$23,1764.0KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$202,23434.5KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$3M537.0KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$406,00069.5KQ1 2026
Creative Planning$147.4B AUM0.00%$849,074144.9KQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$102,01717.4KQ1 2026
Essential Partners LLC$250M AUM0.00%$1,304496Q1 2026
Walleye Trading LLC$60.0B AUM0.00%$304,96652.0KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$355,88460.7KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M535.0KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$9M1.56MQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$122,17320.8KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$9,7691.7KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$296,45750.6KQ1 2026
WOLFF WIESE MAGANA LLC$181M AUM0.00%$658250Q2 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$8,6002.5KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$436,70674.5KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$71,75427.3KQ2 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$259,01544.2KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$851,657145.3KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$23,4404.0KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$69,67811.9KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$437,052141.9KQ3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$9,2361.6KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$926,917158.2KQ1 2026
Citizens National Bank Trust Department$601M AUM0.00%$1,817310Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$77,38213.2KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$323,56655.2KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$218,42363.5KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$48,4048.3KQ1 2026
ORG Partners LLC$568M AUM0.00%$1,539447Q4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$174,23529.7KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$757,147220.1KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$189,07332.3KQ1 2026
Hilltop National Bank$468M AUM0.00%$942300Q3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$131,22222.4KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$88,00015.0KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$42,69213.6KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$46,68413.6KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$213,51536.4KQ1 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$688200Q4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$2,699460Q1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$547,79993.5KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$176,00030.1KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$591,759101.0KQ1 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$10,1733.9KQ2 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M392.8KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$8,0161.4KQ1 2026
Garde Capital, Inc.$1.7B AUM0.00%$3,1391.2KQ2 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$1M182.4KQ1 2026
Spire Wealth Management$3.3B AUM0.00%$4,688800Q1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,397770Q1 2026
AMALGAMATED BANK$13.1B AUM0.00%$22,0006.4KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,024516Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$1,200456Q2 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$691118Q1 2026
Center for Financial Planning, Inc.$958M AUM0.00%$1,465250Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$223,35938.1KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$25,7764.4KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$9,6691.6KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$224,33838.3KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$462,12578.9KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$34,3225.9KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$76,60213.1KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$552,87994.3KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$876,000149.5KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$24,4664.2KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$114,75043.6KQ2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M263.5KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$352,50060.2KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$142,05824.2KQ1 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$2,344400Q1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$60,54610.3KQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$103,12417.6KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$5M1.45MQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$62,86810.7KQ1 2026
Glen Eagle Advisors, LLC$714M AUM0.00%$49484Q1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$65,04611.1KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$38,4166.6KQ1 2026
IAG Wealth Partners, LLC$896M AUM0.00%$586100Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$99,27316.9KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$43,80612.8KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$212,34636.2KQ1 2026
FMR LLC$1.90T AUM0.00%$900,873153.7KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$966169Q1 2026
First Horizon Advisors, Inc.$3.8B AUM0.00%$1,578600Q2 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$81,66914.4KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$803137Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$4,029687Q1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$135,71723.2KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$87,13814.9KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$52,59019.9KQ2 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$159,00027.1KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$44,41514.1KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$15,3472.6KQ1 2026
Bogart Wealth, LLC$2.6B AUM0.00%$41070Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$23440Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$885282Q3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$47,55313.8KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,325385Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$8,0581.4KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,399580Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$6519Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$938160Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$103Q4 2025OLDER

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