SEC 13F Intelligence

NICNICOLET BANKSHARES INC

CUSIP 65406E102 · Yahoo Finance ↗ · Google Finance ↗

Nicolet Bankshares Inc (NIC) has 234 institutional holders in Filings Flow’s 13F database, together reporting 11.18M shares worth $1.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Capital Management LLC, and Dimensional Fund Advisors LP.

Institutional Holders
234
Q1 2026
Reported Value
$1.6B
Ticker
NIC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 47Q4 ’18Q1 ’19: 54Q2 ’19: 66Q2 ’19Q3 ’19: 76Q2 ’21: 88Q2 ’21Q4 ’21: 113Q4 ’22: 114Q4 ’22Q4 ’25: 192Q1 ’26: 234Q1 ’26Q2 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $335MQ4 ’18Q1 ’19: $505MQ2 ’19: $500MQ2 ’19Q3 ’19: $551MQ2 ’21: $246MQ2 ’21Q4 ’21: $1.0BQ4 ’22: $123MQ4 ’22Q4 ’25: $973MQ1 ’26: $1.6BQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NICOLET BANKSHARES INC$2.7B AUM17.17%$107M883.2KQ4 2025OLDER
FJ Capital Management LLC$888M AUM5.13%$46M306.4KQ1 2026OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM4.32%$11M75.0KQ1 2026OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM1.72%$9M58.6KQ1 2026OLDER
Stieven Capital Advisors, L.P.$468M AUM1.68%$8M52.8KQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM1.25%$2M13.9KQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM0.66%$5M36.2KQ1 2026OLDER
VERUS WEALTH MANAGEMENT, LLC$108M AUM0.66%$706,1255.3KQ3 2025OLDER
Bowman & Co S.C.$237M AUM0.55%$1M10.8KQ4 2025OLDER
Odyssean, LLC$274M AUM0.54%$1M10.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.53%$6M40.2KQ1 2026OLDER
VARCOV Co.$268M AUM0.53%$1M9.6KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.53%$72M486.8KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.43%$6M39.1KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.42%$8M55.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.42%$19M127.0KQ1 2026OLDER
STEPH & CO$351M AUM0.37%$1M8.8KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.33%$11M74.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.26%$122M819.8KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.25%$2M16.2KQ3 2025OLDER
First National Advisers, LLC$683M AUM0.24%$2M10.9KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.24%$19M125.5KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.23%$31M211.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.22%$749,6395.0KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.21%$3M19.9KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.19%$11M72.8KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.18%$5M33.2KQ1 2026OLDER
Ellsworth Advisors, LLC$532M AUM0.18%$947,7606.4KQ1 2026OLDER
Legacy Private Trust Co.$1.6B AUM0.17%$3M19.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.17%$2M14.4KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.17%$722,9486.0KQ4 2025OLDER
Caldwell Trust Co$1.1B AUM0.17%$2M12.6KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.16%$897,0706.0KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.16%$535,6263.6KQ1 2026OLDER
MQS Management LLC$148M AUM0.14%$238,7182.0KQ4 2025OLDER
Midwest Professional Planners, LTD.$425M AUM0.13%$566,2423.8KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.10%$356,6882.4KQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.09%$3M21.2KQ1 2026OLDER
McGlone Suttner Wealth Management, Inc.$755M AUM0.09%$662,6754.5KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.08%$561,3373.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.08%$22M146.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.07%$1M7.6KQ1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM0.07%$948,0476.4KQ1 2026OLDER
Steele Capital Management, Inc.$2.4B AUM0.07%$2M11.7KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.06%$2M12.4KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.05%$507,0913.4KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.05%$7M47.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.05%$45M305.4KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.04%$1M10.0KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$107,006720Q1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.04%$2M10.3KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.04%$1M7.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M32.9KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M11.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$39M262.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.03%$30M204.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$122M819.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$48M324.6KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.02%$1M9.4KQ4 2025OLDER
Magnus Financial Group LLC$1.4B AUM0.02%$329,5192.0KQ2 2026
Vest Financial, LLC$8.3B AUM0.02%$2M12.9KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.02%$230,3611.6KQ1 2026OLDER
Heck Capital Advisors, LLC$1.3B AUM0.02%$297,2402.0KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$32M213.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$547,6653.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M34.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M13.6KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$10M84.7KQ4 2025OLDER
KLCM Advisors, Inc.$1.2B AUM0.02%$222,9301.5KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.02%$2M15.6KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$331,9242.3KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM0.02%$231,1041.6KQ1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.02%$76,407514Q1 2026OLDER
Smith Group Asset Management, LLC$2.0B AUM0.02%$331,4232.2KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.02%$151,1471.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$13M89.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$543,5033.7KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.02%$1M8.4KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$2M16.1KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.01%$201,3471.5KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M37.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$237,7921.6KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$673,2494.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$656,7804.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$31M255.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$333,5042.2KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$126,774853Q1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.01%$257,1131.7KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$491,0403.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M18.6KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M14.3KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$2M13.7KQ1 2026OLDER
Hills Bank & Trust Co$2.1B AUM0.01%$168,2381.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M14.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$358,9182.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M10.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$15M104.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M13.6KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M38.3KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$216,0351.8KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$232,4421.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M28.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M49.5KQ3 2025OLDER
Apella Capital, LLC$7.1B AUM0.01%$463,0982.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$125,138842Q1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$42,233314Q3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$762,4215.1KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$11M72.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$328,7232.7KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M20.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M44.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M7.3KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$1M9.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$608,8964.1KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$382,6972.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$7,93659Q3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$613,6524.1KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$435,4572.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$1M8.0KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$831,9755.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$42M279.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$30M204.0KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$70,613525Q3 2025OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$259,0451.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$68M457.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$241M1.62MQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M41.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$30M203.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M25.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$279,7031.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M27.7KQ4 2025OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$371,5502.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$106M711.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$23M157.8KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$4M23.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M40.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$8M65.5KQ4 2025OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$18,561138Q3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$125,584845Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M25.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M13.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M16.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$211,3371.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$32,086194Q2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$93,685630Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M11.4KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$16,794113Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$14M94.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M19.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$668,7904.5KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$48,399399Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$445,8603.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$430,9982.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$13M86.1KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$492,9733.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M28.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$143,121963Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M10.2KQ1 2026OLDER
Quarry LP$558M AUM0.00%$13,586112Q4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M12.2KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M9.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$4,75632Q1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$838,0685.6KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M23.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M46.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$258,8961.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$267,3671.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M8.7KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$124,841840Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$7M48.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$641,5934.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$90,212607Q2 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$329,0452.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$443,5953.7KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$14,71399Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$14,11995Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M67.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$75,945511Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,98512Q2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$803,0665.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M36.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$89M737.6KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$312,5482.1KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$447,0493.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$3M22.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M18.6KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$346,8792.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M75.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$885,4786.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M16.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$210,2131.7KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$498,3233.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M15.8KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2M10.8KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$628,2174.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M30.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M48.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$605,2504.5KQ3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,3389Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$782,5105.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M16.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M9.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$20,674125Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$11M79.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M15.8KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$226,6961.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$12M95.4KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$54,707451Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$131,138975Q3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$18,714129Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$391,6783.2KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$470,9203.2KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$2,67618Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$397,7072.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M22.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M23.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$487,3253.3KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M14.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$427,8772.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$16,720116Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$445,2663.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,34422.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$7M48.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$10,99874Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,28717Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M12.5KQ2 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$210,1491.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M31.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$304,0762.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M8.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$232,7391.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$22,590152Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$445,8603.0KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$25,166169Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$29,768199Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$374,1082.8KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$704,8745.8KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$332,1662.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$629,1154.2KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,1898Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4463Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$2472Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$23,037155Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$25,117169Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$4493Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$22,434151Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2972Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4463Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$8496Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$43,694294Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$2,39116Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$203,9071.4KQ1 2026OLDER
Trust Co$1.1B AUM0.00%$4463Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$19,730133Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$57,976402Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$8275Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$5,79739Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1491Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$11,59278Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$1341Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1491Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$1211Q4 2025OLDER

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