NMRNOMURA HLDGS INC
CUSIP 65535H208 · Yahoo Finance ↗ · Google Finance ↗
Nomura Hldgs Inc (NMR) has 268 institutional holders in Filings Flow’s 13F database, together reporting 83.87M shares worth $662M as of Q1 2026. The largest reported holders are Donald Smith & Co., Inc., Fisher Asset Management, LLC, and Morgan Stanley.
Institutional Holders
268
Q1 2026
Reported Value
$662M
Ticker
NMR
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DONALD SMITH & CO., INC.$5.6B AUM | 1.87% | $104M | 13.17M | Q1 2026OLDER |
| Integrated Quantitative Investments LLC$551M AUM | 0.71% | $4M | 495.7K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.70% | $5M | 575.6K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.43% | $5M | 611.5K | Q4 2025OLDER |
| DMC Group, LLC$148M AUM | 0.27% | $392,528 | 49.8K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.20% | $531,020 | 67.3K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.17% | $593,115 | 75.2K | Q1 2026OLDER |
| MARIETTA INVESTMENT PARTNERS LLC$499M AUM | 0.17% | $858,053 | 108.8K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.14% | $9M | 1.12M | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.10% | $753,511 | 95.5K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.09% | $250,121 | 31.7K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.09% | $745,397 | 94.5K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.08% | $6M | 638.7K | Q2 2026 |
| Paladin Wealth, LLC$172M AUM | 0.08% | $130,585 | 14.9K | Q2 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.07% | $457,283 | 62.9K | Q3 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.07% | $2M | 292.8K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.07% | $176,689 | 22.4K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.07% | $261,343 | 29.8K | Q2 2026 |
| Scientech Research LLC$120M AUM | 0.07% | $80,162 | 10.2K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.07% | $96,826 | 12.3K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.06% | $266,288 | 33.8K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.06% | $114,300 | 15.0K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.05% | $363,248 | 46.0K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.05% | $584,688 | 74.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.05% | $590,525 | 67.3K | Q2 2026 |
| Canopy Partners, LLC$291M AUM | 0.05% | $151,835 | 19.2K | Q1 2026OLDER |
| Cromwell Holdings LLC$223M AUM | 0.05% | $109,460 | 12.5K | Q2 2026 |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.05% | $936,431 | 106.7K | Q2 2026 |
| West Family Investments, Inc.$285M AUM | 0.05% | $134,398 | 17.0K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.04% | $92,458 | 11.0K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.04% | $6M | 732.6K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.04% | $200,386 | 22.8K | Q2 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.04% | $951,760 | 130.9K | Q3 2025OLDER |
| Five Oceans Advisors$311M AUM | 0.04% | $118,591 | 13.5K | Q2 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.04% | $192,003 | 24.3K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $166,676 | 21.1K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.04% | $103M | 13.09M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $1M | 138.2K | Q1 2026OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.03% | $81,551 | 10.3K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.03% | $20M | 2.55M | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.03% | $230,672 | 29.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $1M | 136.1K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.03% | $1M | 166.6K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.03% | $1M | 173.1K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.03% | $589,123 | 74.7K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.03% | $85,973 | 10.9K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $642,326 | 81.4K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.03% | $94,925 | 12.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.03% | $18M | 2.31M | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.03% | $132,317 | 16.8K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $965,756 | 110.0K | Q2 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.03% | $3M | 351.5K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.03% | $145,034 | 18.4K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.03% | $38,424 | 4.9K | Q1 2026OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.02% | $536,171 | 63.9K | Q4 2025OLDER |
| Syverson Strege & Co$416M AUM | 0.02% | $100,558 | 12.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $1M | 127.2K | Q4 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.02% | $163,963 | 20.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $345,582 | 43.8K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $213,610 | 27.1K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.02% | $168,972 | 21.4K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.02% | $100,470 | 12.0K | Q2 2026 |
| Frec Markets, Inc.$587M AUM | 0.02% | $123,210 | 15.6K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 307.3K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.02% | $1M | 177.0K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $123,575 | 17.0K | Q3 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $136,473 | 17.3K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.02% | $86,517 | 11.4K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.02% | $99,366 | 13.7K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $964,610 | 122.3K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $40,468 | 5.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $386,959 | 50.8K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $643,927 | 81.6K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.01% | $100,222 | 11.8K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $474,015 | 60.1K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.01% | $282,057 | 32.1K | Q2 2026 |
| Trust Point Inc.$1.2B AUM | 0.01% | $153,606 | 17.5K | Q2 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $236,164 | 29.9K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $524,291 | 66.5K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $126,524 | 16.0K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.01% | $204,815 | 25.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $11M | 1.36M | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.01% | $94,925 | 12.0K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.01% | $101,931 | 12.9K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $278,265 | 35.3K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.01% | $129,259 | 14.7K | Q2 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $857,178 | 108.6K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $787,914 | 93.9K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 256.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $323,527 | 41.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $254,374 | 29.0K | Q2 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.01% | $108,038 | 13.7K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $77,124 | 9.8K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $129,822 | 16.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $280,910 | 35.6K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $132,197 | 16.8K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $562,699 | 71.3K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $394,104 | 47.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 241.7K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.01% | $124,039 | 15.7K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 166.9K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.01% | $25,809 | 3.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $198,549 | 23.7K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $121,774 | 15.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $453,295 | 54.0K | Q4 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $568,640 | 72.1K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $101,707 | 14.0K | Q3 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.01% | $98,490 | 11.7K | Q4 2025OLDER |
| CERTUITY, LLC$1.5B AUM | 0.01% | $85,173 | 10.8K | Q1 2026OLDER |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.01% | $85,482 | 10.3K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $94,917 | 12.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $368,266 | 46.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $428,498 | 54.3K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $159,380 | 21.9K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $25M | 3.15M | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $294,768 | 37.4K | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.01% | $48,271 | 6.1K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.01% | $93,205 | 11.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $44M | 5.55M | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $19,883 | 2.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $82M | 9.82M | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $603,233 | 71.9K | Q4 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $6,725 | 766 | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 128.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.00% | $91,847 | 11.6K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $15,269 | 1.7K | Q2 2026 |
| Addison Advisors LLC$452M AUM | 0.00% | $20,467 | 2.6K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $21,911 | 2.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $237,016 | 30.0K | Q2 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $4,497 | 570 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $468,098 | 59.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $12,292 | 1.5K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 698.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 385.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 317.6K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $12,301 | 1.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $95,556 | 12.1K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $7,725 | 979 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $169,727 | 21.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.00% | $120,196 | 15.2K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $124,875 | 15.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 183.9K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $120,149 | 15.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 860.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $132,473 | 15.1K | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $2M | 247.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $20M | 2.59M | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 318.4K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $303,841 | 38.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $6M | 720.9K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $220,920 | 28.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $143,726 | 18.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 219.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $416,085 | 52.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $8,947 | 1.1K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $139,536 | 17.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $16,396 | 2.1K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.00% | $88,423 | 10.1K | Q2 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.00% | $3,937 | 499 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $4M | 523.6K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $5,342 | 677 | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $152,540 | 19.3K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $142,557 | 18.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $437,800 | 55.5K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $39,489 | 5.0K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $451,903 | 62.2K | Q3 2025OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.00% | $91,879 | 11.0K | Q4 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $15,741 | 2.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $492,938 | 58.8K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $179,900 | 22.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $37M | 4.63M | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $246,144 | 31.2K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.00% | $90,048 | 11.4K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $18,320 | 2.3K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $89,744 | 11.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $11,875 | 1.5K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $161,074 | 20.4K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $93,686 | 11.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $147,519 | 18.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $519,724 | 65.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $211,405 | 26.8K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 176.1K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 134.9K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.00% | $2,056 | 245 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $40,105 | 5.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $112,669 | 13.4K | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $109,750 | 13.9K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $237,851 | 30.1K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $100,246 | 13.8K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $797,884 | 104.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $63,659 | 7.6K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $239,114 | 30.3K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $2,770 | 351 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $39,158 | 5.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $939,430 | 116.2K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $279,845 | 35.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $7M | 843.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $18,171 | 2.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 992.7K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $291,252 | 36.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $123,753 | 14.8K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 212.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $87,688 | 11.1K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $193,992 | 26.7K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $457,283 | 62.9K | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 190.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $145,965 | 18.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $499,255 | 62.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $931,168 | 118.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $145,976 | 18.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 326.2K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $2,564 | 325 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $152,800 | 19.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $43M | 5.42M | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $75,713 | 9.3K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $3,030 | 384 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $128,172 | 16.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $86,533 | 11.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $368,061 | 43.9K | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $18,358 | 2.2K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $23,212 | 2.9K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $6,825 | 865 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,801 | 319 | Q2 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $8,427 | 1.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $502,353 | 63.7K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $1,223 | 155 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,330 | 422 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $6,778 | 859 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $719,765 | 91.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 337.3K | Q2 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,854 | 235 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $297,059 | 37.6K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $31,007 | 3.5K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $268,483 | 34.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $248,558 | 31.5K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $3,472 | 440 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $25,612 | 3.5K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $139,872 | 17.8K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,468 | 1.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $364,946 | 46.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $4,371 | 521 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $145,025 | 18.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,738 | 347 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 252.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $4,774 | 605 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $158,428 | 19.7K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $14,478 | 1.8K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $2,366 | 282 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 220.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $191,955 | 24.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $21,103 | 2.7K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.00% | $600 | 76 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $51,624 | 6.5K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $8,507 | 1.1K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $348,340 | 44.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 460.9K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $237 | 30 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $2,371 | 270 | Q2 2026 |
| PEAK6 LLC$42.6B AUM | 0.00% | $129,406 | 17.8K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,093 | 392 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,779 | 479 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $2,864 | 363 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 146.3K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,728 | 219 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $598,698 | 75.9K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $11,456 | 1.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $668,970 | 84.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $166,676 | 21.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $162,830 | 20.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $100,120 | 12.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $33,632 | 4.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $8,119 | 1.0K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $1,054 | 145 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $454,899 | 54.2K | Q4 2025OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,397 | 177 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,065 | 135 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $1,293 | 164 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $249,931 | 31.7K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $348,754 | 44.2K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $339 | 43 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $409,957 | 52.0K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $240 | 33 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 134.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $12,688 | 1.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $152,719 | 19.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $78,900 | 10.0K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $290 | 33 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $110,100 | 14.5K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $2,493 | 316 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $4,434 | 562 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $382,609 | 45.6K | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $401 | 51 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $181 | 23 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $14,612 | 1.9K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $537 | 68 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $114,000 | 14.4K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $5,310 | 673 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $126,263 | 16.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $448 | 51 | Q2 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $387 | 49 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $332 | 42 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $11,475 | 1.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,073 | 136 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,237 | 157 | Q2 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,554 | 704 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $195 | 25 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $277 | 33 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.