SEC 13F Intelligence

NMRKNEWMARK GROUP INC

CUSIP 65158N102 · Yahoo Finance ↗ · Google Finance ↗

Newmark Group Inc (NMRK) has 305 institutional holders in Filings Flow’s 13F database, together reporting 113.28M shares worth $1.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Vanguard Portfolio Management LLC, and Blackrock, Inc..

Institutional Holders
305
Q1 2026
Reported Value
$1.7B
Ticker
NMRK
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 195Q4 ’18Q1 ’19: 189Q2 ’19: 181Q2 ’19Q3 ’19: 186Q2 ’21: 174Q2 ’21Q4 ’21: 191Q4 ’22: 194Q4 ’22Q4 ’25: 296Q1 ’26: 305Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $1.5BQ4 ’18Q1 ’19: $1.7BQ2 ’19: $1.3BQ2 ’19Q3 ’19: $1.5BQ2 ’21: $2.2BQ2 ’21Q4 ’21: $4.7BQ4 ’22: $316MQ4 ’22Q4 ’25: $2.0BQ1 ’26: $1.7BQ1 ’26Q2 ’26: $17Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
CM Management, LLC$120M AUM2.38%$3M190.0KQ1 2026OLDER
Empyrean Capital Partners, LP$3.1B AUM2.13%$65M4.36MQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM1.34%$17M1.15MQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM1.29%$26M1.75MQ1 2026OLDER
Vision Capital Corp$397M AUM0.99%$4M262.0KQ1 2026OLDER
KDK Private Wealth Management, LLC$109M AUM0.82%$899,40060.0KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.80%$7M419.0KQ4 2025OLDER
Tranquility Partners, LLC$265M AUM0.72%$2M126.5KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.58%$25M1.69MQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.45%$2M102.1KQ1 2026OLDER
Edge Wealth Management LLC$594M AUM0.43%$3M167.6KQ2 2026
SIRIOS CAPITAL MANAGEMENT L P$825M AUM0.40%$3M218.2KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.37%$51M3.39MQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.31%$345,18923.0KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.31%$2M136.4KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.30%$2M160.0KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.29%$2M109.4KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.27%$5M287.1KQ4 2025OLDER
Access Investment Management LLC$376M AUM0.23%$863,39557.6KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.21%$8M519.4KQ1 2026OLDER
Sun Group Wealth Partners$127M AUM0.19%$246,04616.4KQ1 2026OLDER
CWC Advisors, LLC.$210M AUM0.18%$370,12424.7KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.18%$3M197.6KQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.16%$1M85.9KQ1 2026OLDER
MQS Management LLC$148M AUM0.15%$250,23414.4KQ4 2025OLDER
VARCOV Co.$268M AUM0.14%$356,33720.6KQ4 2025OLDER
L.K. Benson & Company, P.C.$302M AUM0.14%$423,52728.3KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.14%$2M110.3KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.13%$743,39949.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$2M101.1KQ1 2026OLDER
9823 Capital, L.P.$132M AUM0.13%$177,13611.8KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.11%$4M264.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.11%$9M474.6KQ3 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.11%$2M135.3KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.10%$234,81815.7KQ1 2026OLDER
R Squared Ltd$182M AUM0.09%$168,95211.3KQ1 2026OLDER
Emergent Wealth Advisors, LLC$169M AUM0.09%$153,67710.3KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.09%$1M70.2KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.09%$299,24520.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.09%$314,56518.1KQ4 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.08%$1M90.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$340,00019.6KQ4 2025OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.08%$1M90.2KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.07%$1M87.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.07%$4M255.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M149.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.06%$9M595.9KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.06%$599,60040.0KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.06%$255,48814.7KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.06%$49M2.64MQ3 2025OLDER
LBP AM SA$7.3B AUM0.06%$5M284.9KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.06%$33M2.21MQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.05%$1M70.0KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.05%$8M553.1KQ1 2026OLDER
Zuckerman Investment Group, LLC$1.1B AUM0.05%$543,38736.3KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$314,86521.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$12M778.2KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM0.05%$248,71613.3KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.04%$35M2.04MQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.04%$3M207.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$781,95352.2KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$225,99915.4KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$292,30519.5KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.03%$5M333.9KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.03%$323,91921.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M148.3KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.03%$157,39510.5KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.03%$174,36411.6KQ1 2026OLDER
EFG International AG$4.7B AUM0.03%$1M87.2KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$3M227.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$22M1.47MQ1 2026OLDER
Numerai GP LLC$997M AUM0.02%$218,49414.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$13M888.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M72.0KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$13M865.0KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.02%$226,53013.1KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$160,69310.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$34M2.24MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$80M5.34MQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.02%$4M291.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$216,06011.6KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$13M867.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$382,36525.5KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M83.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$11M739.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M119.2KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$652,08043.5KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$24,6741.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$577,32931.0KQ3 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.01%$21,5261.4KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.01%$1M87.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$698,86737.5KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$275,09915.6KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.01%$558,63237.3KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$73,0014.9KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$551,88736.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$12M814.1KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M327.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$207M13.84MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M101.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$10M634.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M74.5KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M73.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$36M2.40MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M362.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$7M478.8KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$777,86151.9KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M315.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$770,20151.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$32M2.15MQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$4M244.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M350.1KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$89,5615.2KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.01%$294,93019.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$13M864.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$11M731.6KQ1 2026OLDER
Legend Capital Advisors LLC$160M AUM0.01%$10,193680Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M82.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.01%$38,5392.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$180,21012.0KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$4M292.2KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M450.8KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$222,12214.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$204,56913.6KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$618,18841.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$17M1.15MQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$50,6063.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$359M20.68MQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$23,1841.3KQ2 2026
Kingsview Wealth Management, LLC$7.3B AUM0.00%$322,86617.3KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$1M85.0KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$29,9802.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$456,47530.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$29M1.93MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M70.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M87.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$496,73933.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$62,9123.4KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$64M4.28MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$15M1.01MQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$8,670500Q4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$20M1.32MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$623,68941.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$24M1.58MQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$1M64.1KQ4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$12,138700Q4 2025OLDER
TruNorth Capital Management, LLC$522M AUM0.00%$17,289927Q3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$154,11310.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$10M661.5KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$182,69410.5KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$18M1.17MQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.00%$204,92213.7KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$18,5701.2KQ2 2026
BlackRock, Inc.$5.72T AUM0.00%$183M12.20MQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$14,9901.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$3M192.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$972,68664.9KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$357,27223.8KQ1 2026OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$253,55716.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$18,7101.1KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$22M1.47MQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$216,08011.6KQ3 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$3,942263Q1 2026OLDER
Hopwood Financial Services, Inc.$148M AUM0.00%$4,309231Q3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$731,74842.2KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M177.1KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.00%$253,93116.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M103.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M299.7KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$6,221415Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M196.8KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M168.8KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$4,396254Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$67,2784.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$94M6.29MQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$7,231417Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$3M205.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$35M1.99MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$58M3.87MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$916,68361.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$499,24233.3KQ1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$36,6272.4KQ2 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$247,32116.5KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$193,13811.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$12M822.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M141.8KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$160,61810.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$186,96010.8KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$10M644.7KQ2 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$2M114.5KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$1M71.0KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$409,55323.6KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$588,49239.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M658.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$6M430.6KQ1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$19,0831.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$423,28828.2KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$212,04914.1KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$391,23926.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$2M158.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$214,50714.3KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,769118Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$223,80012.0KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$296,00819.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M71.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$75,4605.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$12M823.4KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$15,7101.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M697.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$12M794.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M174.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M175.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$13,448890Q2 2026
Arax Advisory Partners$3.5B AUM0.00%$42,5612.7KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM0.00%$215,12114.4KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M122.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$18M1.20MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$30,3562.0KQ2 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$587,56339.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$33,5632.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$242,71816.2KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,753116Q2 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$418,95627.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M89.8KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M168.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M72.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$647,52443.2KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$128,6598.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$868,31157.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M141.6KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$156,04610.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$416,10828.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$725,49148.4KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$3,730200Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M242.6KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$433,55528.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$193,30710.4KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$14M917.2KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$279,36918.6KQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$181,45412.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$243,70116.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$22,0941.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$449,44030.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,567129Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$19,0521.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8M543.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$12,801854Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$44,1462.9KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$384,63725.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$213,60914.3KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$153,39310.2KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$330,11022.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$113,8056.1KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$226,13113.0KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$498,79933.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$949,75163.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M69.6KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$330,12522.0KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$5,278283Q3 2025OLDER
Man Group plc$55.1B AUM0.00%$252,92616.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M114.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$21,4811.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$26,1851.4KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$27,9421.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$326,37317.5KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M121.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M99.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$41,1902.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$881,21758.8KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$33,0542.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$276,23915.9KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$222,34511.9KQ3 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$78045Q4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$645,13042.9KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$317,18821.2KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$189,45912.6KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$115,4596.5KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,742182.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$173,67811.6KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$344,21523.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,36491Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$73,0854.2KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$503,72433.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$5,157344Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$126,6958.5KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2,833189Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$134,6059.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$121,4798.1KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$97565Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$185,34610.6KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$194,66113.0KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$5,172345Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$156,90110.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$277,10618.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M78.7KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$2,933197Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$219,19914.6KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,739116Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$34,8042.3KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$86958Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$623,46441.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$250,69616.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$52535Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$202,67913.5KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$5,213345Q2 2026
EASTERN BANK$6.5B AUM0.00%$7,825522Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,01367Q2 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,709114Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,499100Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$34423Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$93350Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$52,1413.0KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$21,2871.2KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$30020Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,617308Q2 2026
Amundi$367.1B AUM0.00%$304,70120.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,581192Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$51034Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$30020Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$19513Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$58,8213.9KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$54036Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3,133209Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$4,988340Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$150,84410.1KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$89,2356.0KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$24016Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$49533Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$67545Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$36022Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,598106Q2 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$11,467765Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$1,13861Q3 2025OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$1,14566Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$30,5052.0KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$7,720515Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$35924Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$755Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$1248Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$4,662311Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1359Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$453Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$54036Q1 2026OLDER
MARYLAND CAPITAL ADVISORS INC.$312M AUM0.00%$312Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$10,755752Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$906Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$9,264618Q2 2026
Blue Trust, Inc.$8.7B AUM0.00%$15010Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$151Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM$00Q1 2026OLDER

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