SEC 13F Intelligence

NEUNEWMARKET CORP

CUSIP 651587107 · Yahoo Finance ↗ · Google Finance ↗

Newmarket Corp (NEU) has 380 institutional holders in Filings Flow’s 13F database, together reporting 5.76M shares worth $3.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and London Co Of Virginia.

Institutional Holders
380
Q1 2026
Reported Value
$3.4B
Ticker
NEU
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 208Q4 ’18Q1 ’19: 234Q2 ’19: 232Q2 ’19Q3 ’19: 258Q2 ’21: 227Q2 ’21Q4 ’21: 226Q4 ’22: 228Q4 ’22Q4 ’25: 410Q1 ’26: 380Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $8.1BQ4 ’18Q1 ’19: $17.2BQ2 ’19: $21.7BQ2 ’19Q3 ’19: $11.7BQ2 ’21: $10.6BQ2 ’21Q4 ’21: $8.6BQ4 ’22: $839MQ4 ’22Q4 ’25: $4.0BQ1 ’26: $3.4BQ1 ’26Q2 ’26: $25Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
North Forty Two & Co.$108M AUM1.90%$2M3.2KQ1 2026OLDER
LONDON CO OF VIRGINIA$16.2B AUM1.82%$296M461.0KQ1 2026OLDER
Union Heritage Capital, LLC$269M AUM1.14%$3M4.8KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.65%$6M7.0KQ3 2025OLDER
Monument Capital Management$399M AUM0.64%$3M3.1KQ3 2025OLDER
Cobblestone Asset Management LLC$222M AUM0.58%$1M2.0KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.0B AUM0.54%$21M31.0KQ4 2025OLDER
Strategic Global Advisors, LLC$625M AUM0.51%$3M5.0KQ1 2026OLDER
Ballew Advisors, Inc$194M AUM0.51%$984,0471.3KQ2 2026
Anfield Capital Management, LLC$363M AUM0.48%$2M2.7KQ1 2026OLDER
Blue Edge Capital, LLC$753M AUM0.43%$3M5.0KQ2 2026
VELA Investment Management, LLC$436M AUM0.36%$2M2.2KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.29%$4M6.2KQ1 2026OLDER
Scientech Research LLC$120M AUM0.27%$427,476622Q4 2025OLDER
Oak Thistle LLC$1.0B AUM0.26%$2M2.7KQ4 2025OLDER
Perbak Capital Partners LLP$406M AUM0.25%$998,6001.6KQ1 2026OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.24%$359,573561Q1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.23%$13M21.0KQ1 2026OLDER
NDVR, Inc.$121M AUM0.22%$260,472379Q4 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.21%$2M3.7KQ1 2026OLDER
Stirlingshire Investments, Inc.$114M AUM0.18%$206,725300Q4 2025OLDER
Boston Partners$95.5B AUM0.17%$161M251.1KQ1 2026OLDER
Archford Capital Strategies, LLC$873M AUM0.16%$1M2.0KQ4 2025OLDER
denkapparat Operations GmbH$242M AUM0.16%$394,825616Q1 2026OLDER
ELLERSON GROUP INC /ADV$153M AUM0.15%$248,463300Q3 2025OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.15%$4M7.0KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.14%$26M40.8KQ1 2026OLDER
JLB & ASSOCIATES INC$696M AUM0.14%$980,6541.5KQ1 2026OLDER
CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM0.14%$206,178300Q4 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.14%$86M134.0KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM0.14%$786,1461.2KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.13%$33M52.0KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.13%$487,122760Q1 2026OLDER
Cynosure Group, LLC$800M AUM0.13%$1M1.4KQ3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.12%$19M29.9KQ1 2026OLDER
Marin Bay Wealth Advisors, LLC$166M AUM0.12%$200,787313Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.12%$331,494419Q2 2026
INCEPTIONR LLC$415M AUM0.12%$489,686764Q1 2026OLDER
waypoint wealth counsel$193M AUM0.11%$310,642452Q4 2025OLDER
XTX Topco Ltd$5.8B AUM0.11%$7M10.2KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.11%$214,030334Q1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.11%$1M1.9KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.10%$262,347409Q1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.09%$10M11.5KQ3 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.09%$9M14.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.09%$3M4.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.09%$7M11.1KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.08%$834,1161.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.08%$2M2.7KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.08%$223,360325Q4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.08%$461,484720Q1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.08%$313,391456Q4 2025OLDER
Drucker Wealth 3.0, LLC$573M AUM0.08%$435,018633Q4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.08%$1M1.4KQ2 2026
Impact Partnership Wealth, LLC$810M AUM0.08%$612,121955Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$24M37.7KQ1 2026OLDER
Taylor Hoffman Capital Management LLC$325M AUM0.07%$227,758275Q3 2025OLDER
Planned Solutions, Inc.$306M AUM0.07%$207,053250Q3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.07%$481,190581Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.07%$4M5.7KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.07%$212,363309Q4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.07%$20M30.8KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.07%$8M10.9KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.06%$248,689388Q1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.06%$405,823490Q3 2025OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.06%$350,059546Q1 2026OLDER
Impact Capital Partners LLC$331M AUM0.06%$208,309325Q1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.06%$2M3.9KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.06%$599,871936Q1 2026OLDER
Csenge Advisory Group$2.2B AUM0.06%$1M1.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.06%$108M168.6KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.05%$230,423335Q4 2025OLDER
Round Rock Advisors LLC$654M AUM0.05%$347,395542Q1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.05%$5M7.6KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.05%$4M5.8KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M6.3KQ1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.05%$690,3131.1KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.05%$2M2.1KQ3 2025OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.05%$681,3301.1KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.05%$3M4.4KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.05%$834,5171.3KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.05%$1M2.3KQ1 2026OLDER
J. Derek Lewis & Associates Inc.$445M AUM0.05%$205,104320Q1 2026OLDER
Aristides Capital LLC$462M AUM0.05%$315,548381Q3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$5M8.3KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.04%$255,155371Q4 2025OLDER
DGS Capital Management, LLC$609M AUM0.04%$241,916352Q4 2025OLDER
Garrett Wealth Advisory Group, LLC$562M AUM0.04%$207,053250Q3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$418,540653Q1 2026OLDER
Citizens Business Bank$610M AUM0.04%$235,212284Q3 2025OLDER
Advyzon Investment Management, LLC$1.1B AUM0.04%$222,788269Q3 2025OLDER
ORG Partners LLC$568M AUM0.04%$208,239303Q4 2025OLDER
CHICAGO TRUST Co NA$626M AUM0.04%$260,886315Q3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.04%$2M3.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$75M118.3KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$327,525511Q1 2026OLDER
Affinity Capital Advisors, LLC$810M AUM0.03%$272,516342Q2 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$21M33.1KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.03%$2M2.7KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$1M2.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.03%$5M7.4KQ1 2026OLDER
KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM0.03%$439,051685Q1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.03%$8M11.1KQ4 2025OLDER
Inscription Capital, LLC$951M AUM0.03%$289,067451Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$29M45.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$10,99616Q4 2025OLDER
Chesley Taft & Associates LLC$2.6B AUM0.03%$717,8641.1KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.03%$231,383361Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$915,9181.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M2.3KQ1 2026OLDER
Cadence Bank$1.7B AUM0.03%$470,085684Q4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.03%$385,553561Q1 2026OLDER
Convergence Financial, LLC$943M AUM0.03%$248,702388Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$125M194.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$1M2.3KQ1 2026OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.02%$418,540653Q1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$2M3.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$55M86.0KQ1 2026OLDER
OSSIAM$5.7B AUM0.02%$2M2.1KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$2M2.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M3.0KQ1 2026OLDER
Red Door Wealth Management, LLC$962M AUM0.02%$208,950326Q1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$212,161243Q3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$4M6.8KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.02%$280,095437Q1 2026OLDER
State of Wyoming$844M AUM0.02%$186,247271Q4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$582,796848Q4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$274,904400Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.02%$2M3.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$19M27.8KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$35M54.6KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$344,566510Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.02%$24,99739Q1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.02%$24,08035Q4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M2.3KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M1.7KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.02%$3M4.3KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$1M1.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M2.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M4.0KQ4 2025OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.02%$48,07175Q1 2026OLDER
Quarry LP$558M AUM0.02%$100,340146Q4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$289M450.5KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.02%$390,339609Q1 2026OLDER
Argent Trust Co$2.9B AUM0.01%$439,693686Q1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$374,315584Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$458,387715Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M2.7KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M3.6KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$16M24.4KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$258,410376Q4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$976,8081.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$19M30.3KQ1 2026OLDER
Mubadala Investment Co PJSC$20.5B AUM0.01%$3M4.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$8M12.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$16M24.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$1M1.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M2.4KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$305,106444Q4 2025OLDER
SPINNAKER TRUST$1.8B AUM0.01%$231,071279Q3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M3.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$678,107987Q4 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$1M1.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$648,6411.0KQ2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$8M12.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$7M10.6KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$298,076380Q3 2025OLDER
M&T BANK CORP$29.2B AUM0.01%$3M5.0KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.01%$11,53718Q1 2026OLDER
Klingman & Associates, LLC$2.1B AUM0.01%$208,709252Q3 2025OLDER
WealthCollab, LLC$243M AUM0.01%$24,99839Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$21M33.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$66M102.8KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$26,50332Q3 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$450,420703Q1 2026OLDER
UBS Group AG$666.3B AUM0.01%$63M98.8KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$403,630628Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M3.7KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$380,156459Q3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$922,3271.4KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$5M7.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$49M76.2KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.01%$2M3.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M4.9KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.01%$96,217140Q4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$231,042292Q2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$284,582444Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M3.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$8M12.5KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$251,430366Q4 2025OLDER
Quattro Advisors LLC$115M AUM0.01%$10,35715Q4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$570M828.8KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M2.2KQ1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.01%$83,965131Q1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M2.8KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$5M7.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$459M716.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$31M48.5KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$522,374815Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.01%$4M5.9KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$317,131370Q3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M3.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$118M184.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$48M74.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M6.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$317,275495Q1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$472,148687Q4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$53M82.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M9.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$266,636416Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.01%$12,81920Q1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$258,212401Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M6.4KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$859,5141.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$16,58124Q1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$251,888332Q3 2025OLDER
Rosenberg Matthew Hamilton$488M AUM0.01%$32,04850Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$442,256690Q1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$19,82635Q1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$313,915379Q3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M2.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$431,359673Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M9.2KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M1.8KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$3M3.9KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.01%$27,56143Q1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M2.2KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$23M35.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$212,009331Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M17.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$10M15.7KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$204,568247Q3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$36M55.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$808,8791.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$227M354.3KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$2M3.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M2.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$158,070230Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$45,05070.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$4M5.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$150M233.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$253,129368Q4 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$254,262307Q3 2025OLDER
NATIXIS$28.0B AUM0.01%$1M2.1KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$238,524288Q3 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$584,546912Q1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$226,930274Q3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$217,229315Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$91,656143Q1 2026OLDER
BAILARD, INC.$4.4B AUM0.00%$212,363309Q4 2025OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$6M9.1KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$335,857524Q1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$471,098735Q1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$938,1101.4KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$3M4.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$57,68790Q1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$209,088301Q4 2025OLDER
Curi Capital, LLC$5.6B AUM0.00%$254,710369Q4 2025OLDER
Erste Asset Management GmbH$10.8B AUM0.00%$521,286740Q4 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$11,07714Q2 2026
Versant Capital Management, Inc$1.1B AUM0.00%$46,68359Q2 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$579,747700Q3 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$333,321485Q4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$2M2.6KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M1.9KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M1.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$947,9651.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$460,844719Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$551,858861Q1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$9,66015Q1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$203,720296Q4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$555,061866Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$34M52.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$314,077457Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$125,692196Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M3.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$397,104622Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$6,43610Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M2.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M2.9KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,7917.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$5M6.0KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$843,4901.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$839,1791.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$596,542868Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$55M80.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M4.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M5.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M7.9KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$335,425405Q3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$786,2251.1KQ4 2025OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$76,914120Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M4.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$10,89717Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M3.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M5.3KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$210,366254Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$15M23.6KQ2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$787,2661.2KQ2 2026
Atria Investments, Inc$8.9B AUM0.00%$248,048387Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$140,369219Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$72,427113Q1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$369,828577Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M2.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$124,344194Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M2.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$135,881212Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$201,266287Q4 2025OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$208,240303Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M2.2KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$2M2.6KQ3 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$3M4.8KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$507,632792Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$210,365254Q3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$2M3.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$267,917418Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$32M49.9KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$11M17.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$952,4521.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$8,97314Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$35M56.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M8.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$202,046315Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$3M4.6KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$8,33313Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M9.9KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$214,718335Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$374,557545Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M2.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$808,8791.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$9M14.3KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$3,8496Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$8M11.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$951,8111.5KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$18,67529Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$211,038307Q4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$126,908198Q1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$230,870360Q1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$635,716925Q4 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$52,16181Q1 2026OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$2,5644Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$133,318208Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$21,79334Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6M9.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$206,178300Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$7M11.7KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$18,55627Q4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,9233Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$1M1.5KQ4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$232,757363Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$24,89439Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M11.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$6,41010Q1 2026OLDER
NFSG Corp$608M AUM0.00%$10,76713Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$10,25616Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M4.1KQ1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.00%$5,4988Q4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$21,15133Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$242,920379Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$298,767466Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$15,38324Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$33,33052Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$28,84345Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$647,9411.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$98,707154Q1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$202,911245Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M3.8KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$875,4491.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$246,584385Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M2.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M2.0KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$333,321485Q4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$826,2171.3KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$223,360325Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1M1.8KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$497,377776Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M1.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$311,439486Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M3.6KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$10,25516Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M3.1KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$2,5644Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$29,52547Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$765,2941.2KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$268,558419Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$24,05435Q4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$207,027323Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$462,766722Q1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$1,6562Q3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$215,717335Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$16,66526Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$689,6621.1KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$149,342233Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M7.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$788,3691.2KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$230,742360Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$107,039167Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$510,189796Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$455,075710Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$401,629627Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M4.3KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$3,1925Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M3.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$441,590689Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$371,751580Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M1.6KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$967,6621.4KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$507,927791Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1,3752Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,2055Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M2.4KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$207,553302Q4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$615,312960Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$3,2055Q1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.00%$17,18225Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$258,578403Q1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$1M2.1KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$4M6.2KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M1.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$106,163154Q4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$7,70112Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$6411Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$4,4877Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$96,783151Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,4853Q3 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$1,9233Q1 2026OLDER
Amundi$367.1B AUM0.00%$1M2.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$764,6531.2KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$6411Q1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.00%$2,4853Q3 2025OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$6411Q1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$6411Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$6901Q4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$200,618313Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$3,3134Q3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$264,160412Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$13,46021Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$8,24812Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$67,300105Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,9233Q1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$7921Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$1,9233Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$96,216140Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$174,339272Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$3,2055Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M2.4KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$112,711164Q4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,2822Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$7,1219Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$33,56552Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$6401Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,3752Q4 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$6411Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$213,436333Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$6411Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$4,4877Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$2,7494Q4 2025OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$6411Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$3,3134Q3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$6411Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$27,69043Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$83,964131Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$265,353414Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$6411Q1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$6411Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$4,4877Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$41,23660Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$11,59514Q3 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$3,4365Q4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$19,22930Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$876,2471.4KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$7,56011Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$4,8087Q4 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$2,0623Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$6411Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$6,94411Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,2822Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$36,53457Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$6411Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$13,25116Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$6411Q1 2026OLDER
Activest Wealth Management$569M AUM$00Q1 2026OLDER

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