SEC 13F Intelligence

NCNONCINO INC

CUSIP 63947X101 · Yahoo Finance ↗ · Google Finance ↗

Ncino Inc (NCNO) has 282 institutional holders in Filings Flow’s 13F database, together reporting 121.23M shares worth $1.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Capital International Investors, and Vanguard Portfolio Management LLC.

Institutional Holders
282
Q1 2026
Reported Value
$1.8B
Ticker
NCNO
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 7Q4 ’21Q4 ’22: 178Q4 ’22Q4 ’25: 294Q4 ’25Q1 ’26: 282Q1 ’26Q2 ’26: 9Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $62MQ4 ’21Q4 ’22: $1.1BQ4 ’22Q4 ’25: $3.0BQ4 ’25Q1 ’26: $1.8BQ1 ’26Q2 ’26: $20MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Long Path Partners LP$220M AUM30.08%$66M4.42MQ1 2026OLDER
HMI Capital Management, L.P.$754M AUM13.46%$102M6.78MQ1 2026OLDER
Owls Nest Partners IA, LLC$286M AUM11.26%$41M1.59MQ4 2025OLDER
ShawSpring Partners LLC$268M AUM6.26%$42M1.55MQ3 2025OLDER
Lead Edge Capital Management, LLC$408M AUM6.20%$25M1.69MQ1 2026OLDER
Shannon River Fund Management LLC$524M AUM4.57%$29M1.14MQ4 2025OLDER
Ophir Asset Management Pty Ltd$859M AUM3.81%$34M1.33MQ4 2025OLDER
Spyglass Capital Management LLC$1.4B AUM3.27%$46M3.09MQ1 2026OLDER
Ararat Capital Management LP$178M AUM3.14%$6M248.9KQ4 2025OLDER
Senvest Management, LLC$3.0B AUM2.64%$80M5.31MQ1 2026OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM2.44%$67M4.48MQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM2.25%$31M2.08MQ1 2026OLDER
Roubaix Capital, LLC$214M AUM2.18%$5M199.0KQ4 2025OLDER
Tensile Capital Management LP$698M AUM2.16%$15M1.01MQ1 2026OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM1.91%$36M2.38MQ1 2026OLDER
Wolf Hill Capital Management, LP$1.0B AUM1.90%$17M671.2KQ4 2025OLDER
Azora Capital LP$1.5B AUM1.44%$31M1.14MQ3 2025OLDER
Pier Capital, LLC$606M AUM1.18%$8M279.1KQ3 2025OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM1.16%$10M406.3KQ4 2025OLDER
Ranger Investment Management, L.P.$1.4B AUM1.15%$16M1.06MQ1 2026OLDER
BROWN CAPITAL MANAGEMENT LLC$704M AUM1.13%$8M529.8KQ1 2026OLDER
Pacific Capital Partners Ltd$101M AUM1.02%$961,50037.5KQ4 2025OLDER
CYPRESS POINT INVESTMENT MANAGEMENT LP$424M AUM0.97%$4M275.2KQ1 2026OLDER
TREMBLANT CAPITAL GROUP$3.1B AUM0.89%$28M1.85MQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM0.81%$41M2.72MQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.62%$12M799.3KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.51%$8M306.7KQ4 2025OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.40%$2M84.0KQ4 2025OLDER
Themes Management Co LLC$162M AUM0.39%$525,92820.5KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.38%$8M292.9KQ3 2025OLDER
National Philanthropic Trust$3.8B AUM0.35%$13M393.4KQ2 2026
Lisanti Capital Growth, LLC$397M AUM0.35%$1M57.6KQ4 2025OLDER
Hood River Capital Management LLC$10.0B AUM0.34%$31M1.23MQ4 2025OLDER
CM WEALTH ADVISORS LLC$470M AUM0.34%$2M106.4KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.32%$799,01931.2KQ4 2025OLDER
WASATCH ADVISORS LP$15.1B AUM0.30%$51M1.97MQ4 2025OLDER
GAGNON SECURITIES LLC$433M AUM0.27%$1M79.5KQ1 2026OLDER
G2 Investment Partners Management LLC$406M AUM0.27%$1M50.0KQ3 2025OLDER
State of Wyoming$844M AUM0.25%$2M142.8KQ1 2026OLDER
Sender Co & Partners, Inc.$165M AUM0.24%$517,97920.2KQ4 2025OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.23%$2M80.0KQ3 2025OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.23%$77M5.14MQ1 2026OLDER
Malaga Cove Capital, LLC$278M AUM0.23%$626,68841.8KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.22%$7M444.0KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.21%$638,35320.1KQ3 2025OLDER
ADVISORY RESEARCH INC$813M AUM0.21%$2M66.0KQ4 2025OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.19%$4M287.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.19%$439,66329.4KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.19%$1M76.4KQ1 2026OLDER
OPAL CAPITAL LLC$565M AUM0.18%$731,60040.0KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.18%$5M328.8KQ1 2026OLDER
Trust Co of the South$710M AUM0.18%$1M77.7KQ2 2026
Yorktown Management & Research Co Inc$120M AUM0.17%$210,1037.8KQ3 2025OLDER
DC Investments Management, LLC$261M AUM0.16%$394,77614.6KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.16%$8M513.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.16%$4M281.3KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.15%$5M205.2KQ4 2025OLDER
Numerai GP LLC$997M AUM0.13%$1M89.1KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.12%$713,50249.5KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.12%$754,20029.4KQ4 2025OLDER
Kinetic Partners Management, LP$1.8B AUM0.12%$2M140.8KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.12%$22M1.46MQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.11%$3M225.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.11%$436,30816.1KQ3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.10%$10,925403.0KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.10%$9M349.4KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.10%$657,68924.3KQ3 2025OLDER
BAMCO INC /NY/$33.1B AUM0.09%$31M2.05MQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.09%$387,21214.3KQ3 2025OLDER
111 Capital$406M AUM0.09%$449,51116.6KQ3 2025OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.08%$4M277.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$313,75620.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.07%$9M579.9KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.07%$418,44315.4KQ3 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.06%$15M981.4KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.06%$748,50727.6KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.06%$8M559.6KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.06%$1M86.3KQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.05%$256,0009.4KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.05%$410,88627.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.05%$223,2738.7KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$73,4272.86MQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$801,55053.5KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.04%$12M787.3KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.04%$205,5828.0KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.04%$1M71.1KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.04%$267,6799.9KQ3 2025OLDER
Interval Partners, LP$3.8B AUM0.04%$3M95.6KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.04%$927,37934.2KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.04%$12M814.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.04%$4M143.5KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.04%$7M479.1KQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.04%$237,2408.8KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.03%$9M337.2KQ4 2025OLDER
Sciencast Management LP$785M AUM0.03%$248,0939.7KQ4 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.03%$91333.7KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$70M4.68MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$824,83932.2KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$981,47565.5KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.03%$214,30414.3KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$282,21911.0KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.03%$32M2.11MQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.03%$278,55318.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$718,09026.5KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.03%$548,72221.4KQ4 2025OLDER
Portside Wealth Group, LLC$738M AUM0.03%$194,62013.0KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.03%$10M669.8KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M122.5KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.02%$230,7609.0KQ4 2025OLDER
Capital International Investors$426.5B AUM0.02%$150M5.85MQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$237,7599.3KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M365.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M103.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$16M1.05MQ1 2026OLDER
Index Fund Advisors, Inc.$2.2B AUM0.02%$399,85615.6KQ4 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$2M64.4KQ4 2025OLDER
Legacy Advisors, LLC$848M AUM0.02%$157,51510.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$14M926.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$915,17361.1KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$165,64911.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$36M2.45MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.02%$230,06315.4KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.02%$333,43212.3KQ3 2025OLDER
Sepio Capital, LP$1.8B AUM0.02%$277,04018.5KQ1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.01%$274,68818.3KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$628,09622.4KQ3 2025OLDER
Advisors Capital Management, LLC$8.6B AUM0.01%$1M79.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$7M496.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$280,42618.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$12M776.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M120.6KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.01%$470,44731.4KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$817,09631.9KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$943,47163.0KQ1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM0.01%$223,90614.9KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$60M2.23MQ3 2025OLDER
Hilltop National Bank$468M AUM0.01%$52,4673.2KQ2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.01%$6M415.8KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$452,57630.2KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$478,97132.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$21M786.9KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$9M614.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$11M722.9KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$17,2871.2KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$7M477.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M344.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$5M341.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$25M1.67MQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$794,04553.0KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.01%$388,20725.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$634,04342.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M87.5KQ4 2025OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.01%$105,2797.0KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$901,00133.2KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M83.1KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$5M308.3KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.01%$225,2488.8KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$35M2.35MQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$403,34023.1KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$457,26530.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M72.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M204.3KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.01%$958,24164.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$36M1.40MQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M441.4KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$90,5783.3KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$264,18014.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$12M817.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$676,70745.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$398,22826.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$104M6.96MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M334.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$9M613.8KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$206,90413.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.00%$370,56713.7KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$304M11.86MQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M208.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$18M1.18MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$1M69.5KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$154,17410.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$160,03110.7KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$12,499455Q1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$3M190.0KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$300,32111.7KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$2M110.1KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$459,99130.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$12M800.3KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$761,92628.1KQ3 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$11M709.4KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M103.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$39,5182.4KQ2 2026
CWM, LLC$38.1B AUM0.00%$1M82.5KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$213,5187.9KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$311,67420.8KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$4,045270Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M62.3KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$162,29310.8KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$973,92565.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$17M1.14MQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M104.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M102.5KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$757,29950.6KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$2M80.7KQ3 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$223,75614.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$10M652.8KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$424,71328.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$19M1.27MQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$4,285286Q1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$4M157.1KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$206,2488.0KQ4 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$444,64917.3KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M129.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M70.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$498,52933.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$13M866.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$124,7098.3KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2,262151Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$220,43014.7KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$5,169345Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$6,457431Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$29M1.92MQ1 2026OLDER
Quarry LP$558M AUM0.00%$9,902661Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M205.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$71M4.72MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$29M1.14MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$45,0932.8KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M38.9KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$484,04932.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$49,6893.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$689,27546.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$52,9063.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$368,39813.6KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$84M5.64MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$8M527.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$22M1.56MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M804.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M106.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$9M599.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M77.4KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$308,04920.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$5M322.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$334,05422.3KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$207,6848.1KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$245,07216.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$1M93.5KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$3,692144Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M161.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M592.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M286.1KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$263,6999.7KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$538,56531.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$15M993.8KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$6,726449Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$215,99714.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$31M2.06MQ1 2026OLDER
CrossGen Wealth, LLC$114M AUM0.00%$1,19880Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$356,25423.8KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$2,02679Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M362.6KQ2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M254.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$49,5693.3KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$3,566238Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$30,5902.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$591,20139.5KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$2,974116Q4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$627,64741.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$15,2651.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M78.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$230,2989.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$7M467.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$150,41410.0KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$941,34736.7KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$2M116.9KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$14M942.9KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,206214Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$775,11351.7KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$4,509301Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$217,5818.5KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$463,39130.9KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$98966Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M207.4KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$3,646223Q2 2026
MAI Capital Management$17.7B AUM0.00%$107,4077.2KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$166,9936.5KQ4 2025OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$7,482276Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$41,1952.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$757,58350.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$28,6721.9KQ2 2026
Banque Cantonale Vaudoise$2.7B AUM0.00%$14,000528Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M183.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$36513.5KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,00078Q4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$3M202.3KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$263,64817.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M51.9KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,088126Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M122.0KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$1,19344Q3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$5,004334Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$266,94218.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$630,61342.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$548,26836.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$244,36816.3KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$3,610241Q1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.00%$52435Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$263,75317.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$359,11624.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$179,16112.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$452,39630.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M82.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$386,82213.8KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$16,6431.1KQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$51034Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$135,9589.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$205,7387.6KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,963131Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$209,6697.7KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$3,341223Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$215,41214.4KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$51320Q4 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$33313Q4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,528102Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$51,9813.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$211,0688.2KQ4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$4,973332Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,723114.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,01968Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$763,60651.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$369,82226.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$165,75411.1KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$2,564100Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$16,9351.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$39,7722.7KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$196,83713.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$542,78536.2KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$46,5283.1KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$214,00414.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$49433Q1 2026OLDER
United Financial Planning Group LLC$169M AUM0.00%$2058Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$76451Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$187,99912.6KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$3,205125Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$59,3594.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$20,333793Q4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$57038Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$36,9412.5KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$64443Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,513137Q4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$59023Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$4,667182Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$70,6454.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$139,2699.3KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$52435Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$76,5345.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$25,6401.0KQ4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$3,680212Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$8,838590Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1285Q4 2025OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$33022Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$773Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$2,082139Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$43416Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$23,7281.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,59959Q3 2025OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$43416Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$37525Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$1,15445Q4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$18211Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$16511Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$522Q4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$703Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$31,5482.1KQ2 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$19912Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$28211Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$40427Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$352Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$302Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$15210Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$74950Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$151Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$151Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$4,434296Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2178Q3 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$151Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$49433Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1285Q4 2025OLDER
Compagnie Lombard Odier SCmA$8.1B AUM$00Q3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM$00Q1 2026OLDER

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