SEC 13F Intelligence

NNNNNN REIT INC

CUSIP 637417106 · Yahoo Finance ↗ · Google Finance ↗

Nnn Reit Inc (NNN) has 540 institutional holders in Filings Flow’s 13F database, together reporting 177.89M shares worth $7.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and FMR LLC.

Institutional Holders
540
Q1 2026
Reported Value
$7.3B
Ticker
NNN
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 341Q4 ’18Q1 ’19: 355Q2 ’19: 345Q2 ’19Q3 ’19: 360Q2 ’21: 373Q2 ’21Q4 ’21: 386Q4 ’22: 399Q4 ’22Q4 ’25: 514Q1 ’26: 540Q1 ’26Q2 ’26: 35filingsflow.com
Total reported value
Q4 ’18: $54.4BQ4 ’18Q1 ’19: $71.5BQ2 ’19: $61.6BQ2 ’19Q3 ’19: $83.3BQ2 ’21: $48.0BQ2 ’21Q4 ’21: $58.5BQ4 ’22: $2.4BQ4 ’22Q4 ’25: $6.8BQ1 ’26: $7.3BQ1 ’26Q2 ’26: $53Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RUSH ISLAND MANAGEMENT, LP$1.5B AUM8.74%$130M3.10MQ1 2026OLDER
Gerald Baker Financial Group LLC$316M AUM4.60%$15M345.3KQ1 2026OLDER
BERNZOTT CAPITAL ADVISORS$209M AUM2.73%$6M135.8KQ1 2026OLDER
TT Capital Management LLC$121M AUM1.87%$2M54.0KQ1 2026OLDER
Weaver C. Barksdale & Associates, Inc.$105M AUM1.66%$2M41.3KQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM1.50%$5M121.1KQ1 2026OLDER
Verity & Verity, LLC$1.3B AUM1.48%$20M471.6KQ1 2026OLDER
EQUITY INVESTMENT CORP$5.1B AUM1.37%$70M1.66MQ1 2026OLDER
Values First Advisors, Inc.$192M AUM1.26%$2M57.3KQ1 2026OLDER
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM1.23%$31M741.0KQ1 2026OLDER
Riverwater Partners LLC$300M AUM1.11%$3M79.4KQ1 2026OLDER
MFG WEALTH MANAGEMENT, INC.$140M AUM1.11%$2M33.4KQ2 2026
Mondrian Investment Partners LTD$6.7B AUM1.11%$74M1.77MQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.98%$20M476.4KQ1 2026OLDER
Red Spruce Capital, LLC$287M AUM0.85%$2M52.3KQ2 2026
TECTONIC ADVISORS LLC$1.9B AUM0.80%$15M358.4KQ1 2026OLDER
LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM0.67%$1M36.2KQ4 2025OLDER
Morey & Quinn Wealth Partners, LLC$141M AUM0.66%$928,88822.1KQ1 2026OLDER
Arbejdsmarkedets Tillaegspension$4.6B AUM0.64%$29M628.2KQ2 2026
Collar Capital Management, LLC$155M AUM0.63%$977,07123.2KQ1 2026OLDER
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.61%$60M1.42MQ3 2025OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.57%$1M29.3KQ1 2026OLDER
Burford Brothers, Inc.$244M AUM0.51%$1M29.4KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.46%$24M575.2KQ1 2026OLDER
Southland Equity Partners LLC$571M AUM0.43%$2M52.7KQ2 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.37%$2M55.1KQ1 2026OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM0.36%$19M444.2KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.33%$1M25.0KQ1 2026OLDER
Allie Family Office LLC$228M AUM0.33%$747,46217.8KQ1 2026OLDER
COFG Advisors, LLC$404M AUM0.32%$1M31.1KQ1 2026OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.30%$602,93115.2KQ4 2025OLDER
Adams Asset Advisors, LLC$891M AUM0.29%$3M62.2KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.29%$4M109.2KQ4 2025OLDER
Pasadena Private Wealth, LLC$723M AUM0.28%$2M48.4KQ1 2026OLDER
VARCOV Co.$268M AUM0.27%$684,68817.3KQ4 2025OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.26%$43M1.02MQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.25%$5M127.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.24%$355,8268.5KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.23%$826,97319.7KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.23%$7M159.5KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.23%$7M166.7KQ1 2026OLDER
Capital Management Associates, Inc$442M AUM0.23%$1M23.9KQ1 2026OLDER
Applied Capital LLC/FL$212M AUM0.22%$475,78011.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.22%$350M8.32MQ1 2026OLDER
PEAK FINANCIAL ADVISORS LLC$226M AUM0.22%$487,24011.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.21%$127M3.03MQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.19%$542,22412.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.19%$771,16618.3KQ1 2026OLDER
APG Asset Management US Inc.$13.0B AUM0.16%$21M500.4KQ1 2026OLDER
BETO FINANCIAL GROUP, LLC$171M AUM0.16%$276,8526.2KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.16%$47M1.11MQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.16%$3M80.9KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.16%$413,5759.8KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.16%$21M494.4KQ3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.16%$23M541.7KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.15%$6M135.7KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.15%$10M238.9KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.15%$746,03317.8KQ1 2026OLDER
ALBERT D MASON INC$154M AUM0.13%$206,1154.9KQ1 2026OLDER
Rare Wolf Capital LLC$154M AUM0.13%$202,0804.8KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.13%$509,94612.0KQ3 2025OLDER
PSI Advisors, LLC$418M AUM0.13%$539,04612.8KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.13%$386,5379.1KQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.13%$2M46.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.12%$74M1.76MQ1 2026OLDER
Capital Square, LLC$217M AUM0.12%$267,0796.1KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.12%$3M72.5KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.12%$467,00011.8KQ4 2025OLDER
IAT REINSURANCE CO LTD.$310M AUM0.12%$553,41013.0KQ3 2025OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.11%$271,0956.5KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.11%$263,1086.3KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.11%$211,0755.0KQ1 2026OLDER
ENDEAVOR PRIVATE WEALTH, INC.$349M AUM0.10%$337,6157.9KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.10%$1M24.2KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.10%$317,3178.0KQ4 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.10%$1M29.7KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.10%$23M536.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.10%$3M76.3KQ1 2026OLDER
ADVISORTRUST PARTNERS, LLC$240M AUM0.09%$223,1795.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.09%$2M52.7KQ1 2026OLDER
Vanderbilt University$526M AUM0.09%$544,89612.8KQ3 2025OLDER
Inscription Capital, LLC$951M AUM0.09%$856,10920.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.09%$2M36.9KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.09%$29M684.2KQ1 2026OLDER
Certified Advisory Corp$1.2B AUM0.09%$1M22.7KQ2 2026
Impact Partnership Wealth, LLC$810M AUM0.08%$555,33613.0KQ3 2025OLDER
Harbour Trust & Investment Management Co$943M AUM0.08%$764,61018.2KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.08%$293,4117.0KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.08%$368,4358.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.08%$4M104.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.08%$16M389.4KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.07%$580,30813.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.07%$161M3.86MQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.07%$440,72710.5KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.07%$356,2749.0KQ4 2025OLDER
Frec Markets, Inc.$587M AUM0.07%$414,5429.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.07%$57M1.36MQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.07%$1M29.3KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.07%$3M71.3KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.07%$709,55016.9KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.07%$553,18213.2KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.07%$2M53.7KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.07%$3M65.6KQ1 2026OLDER
Castle Rock Wealth Management, LLC$509M AUM0.07%$332,1377.1KQ2 2026
Virtue Capital Management, LLC$657M AUM0.06%$424,56210.1KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.06%$178,5394.2KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.06%$78M1.85MQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.06%$39M917.1KQ1 2026OLDER
111 Capital$406M AUM0.06%$320,9787.5KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$499,14811.9KQ1 2026OLDER
M&G Plc$19.4B AUM0.06%$11M264.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.06%$13M320.9KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.06%$220,6785.3KQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.05%$525,06612.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.05%$602,93613.0KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.05%$291,3106.9KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.05%$492,45011.6KQ3 2025OLDER
Plan Group Financial, LLC$426M AUM0.05%$222,2455.3KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.05%$2M54.1KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.05%$416,4829.9KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.05%$2M49.8KQ1 2026OLDER
CAPITAL CITY TRUST CO/FL$437M AUM0.05%$201,5264.7KQ3 2025OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.05%$237,6805.7KQ1 2026OLDER
Optas, LLC$661M AUM0.05%$322,1607.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.05%$2M48.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.05%$2M51.6KQ2 2026
one8zero8, LLC$449M AUM0.05%$212,8505.0KQ3 2025OLDER
55 North Private Wealth, LLC$508M AUM0.05%$230,0914.9KQ2 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.04%$134M2.97MQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.04%$355,8779.0KQ4 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.04%$68,2151.6KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.04%$238,7336.0KQ4 2025OLDER
FMR LLC$1.90T AUM0.04%$809M19.24MQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M55.1KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.04%$205,6954.9KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$10M235.1KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.04%$784,36418.7KQ1 2026OLDER
Platform Technology Partners$519M AUM0.04%$202,1224.8KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.04%$13M308.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.04%$12M279.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.04%$36M858.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.04%$25M606.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.04%$698M16.61MQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.04%$23M541.0KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.04%$1M24.8KQ1 2026OLDER
SC&H Financial Advisors, Inc.$663M AUM0.04%$241,4205.7KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.04%$549,82613.1KQ1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.04%$189,1354.5KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.04%$315,0157.5KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.04%$713,77015.3KQ2 2026
Cambria Investment Management, L.P.$1.8B AUM0.03%$625,40614.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M72.8KQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM0.03%$109,5302.6KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$10M232.9KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.03%$5M107.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.03%$12M295.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$30M710.3KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M62.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$865,81820.6KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.03%$35M829.0KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.03%$1M33.5KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$5M117.1KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$324,3887.7KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M48.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M80.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.03%$6M133.5KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M27.9KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.03%$12M278.0KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M42.6KQ1 2026OLDER
Horizons Wealth Management$152M AUM0.03%$40,979975Q1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.03%$29,421700Q1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$372,7209.4KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$118M2.82MQ1 2026OLDER
NATIXIS$28.0B AUM0.02%$7M169.1KQ4 2025OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.02%$210,4935.0KQ1 2026OLDER
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM0.02%$251,0176.2KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$588,42014.0KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.02%$80,8661.9KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$35M832.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M39.9KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$417,2749.9KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.02%$534,06512.7KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$460,77511.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$2M39.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.02%$8M194.4KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$956,15021.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M98.8KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.02%$763,94018.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.02%$7M171.8KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.02%$434,29610.3KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M52.6KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$822,64420.8KQ4 2025OLDER
Quaker Wealth Management, LLC$320M AUM0.02%$63,6951.5KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M28.4KQ3 2025OLDER
STEPH & CO$351M AUM0.02%$65,0041.5KQ3 2025OLDER
BAILARD, INC.$4.4B AUM0.02%$861,61520.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.02%$49,3121.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$901,12421.4KQ1 2026OLDER
Inlight Wealth Management, LLC$270M AUM0.02%$52,8661.3KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.02%$23,285554Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.02%$13M320.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$125M2.98MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.1B25.93MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$22M525.5KQ1 2026OLDER
First Financial Bank - Trust Division$1.4B AUM0.02%$221,1515.2KQ3 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.02%$121,1493.1KQ4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.02%$763,85917.9KQ3 2025OLDER
PROSPERITY BANCSHARES INC$125M AUM0.02%$22,738541Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.02%$19M458.2KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$4M84.0KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.02%$2M50.6KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.02%$314,0907.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M40.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$476M11.33MQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.02%$314,2587.5KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$525,25812.3KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.02%$496,49411.7KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$628,18014.9KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$209,0885.3KQ4 2025OLDER
Key Capital Management, INC$151M AUM0.02%$24,251577Q1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$1M29.8KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.02%$2M45.1KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.02%$50,7181.1KQ2 2026
VANGUARD GROUP INC$6.90T AUM0.02%$1.0B26.24MQ4 2025OLDER
Fiduciary Alliance LLC$1.7B AUM0.01%$248,5165.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M33.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$80M1.90MQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$8M197.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$50,0581.2KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$793,90518.9KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.01%$224,9805.7KQ4 2025OLDER
Security National Bank$838M AUM0.01%$88,3332.1KQ3 2025OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.01%$201,9544.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M171.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$3M64.4KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$547,86113.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$19M452.5KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M41.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M52.1KQ1 2026OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM0.01%$549,12213.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$50M1.18MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M33.9KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$556,18313.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$416,5609.9KQ1 2026OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.01%$356,5428.4KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M25.3KQ3 2025OLDER
FIRST UNITED BANK & TRUST$308M AUM0.01%$37,827900Q1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$783,85918.6KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$8M178.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$860,60620.5KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$28,665682Q1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$368,0998.8KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$22,708573Q4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M50.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$19M450.8KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$284,1136.7KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$19M458.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$3M74.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$183M4.35MQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$22M517.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$7M157.0KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$15,774339Q2 2026
IFM Investors Pty Ltd$12.0B AUM0.01%$1M31.1KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M39.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$5M118.3KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$388,9469.3KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$310,3507.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$81M1.92MQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$947,25722.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$20M468.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$50M1.20MQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$324,7857.3KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M73.3KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M45.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$44M1.04MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$9M225.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$9M220.7KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$229,7365.5KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$261,8476.2KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.01%$49,8471.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$84M2.01MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M28.4KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$63,4211.5KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.01%$3M78.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$30M715.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$324,8087.7KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M47.8KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.01%$16M375.7KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$100,9982.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$356M8.47MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$6M149.2KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M24.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$465,18811.1KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$101,4812.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M146.9KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$426,05810.1KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$577,61813.7KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$252,1386.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$275,0476.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M50.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M51.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$6M139.3KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.01%$596,44814.2KQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.01%$516,08612.3KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.01%$43,8921.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$7M159.1KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M24.9KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$221,9935.2KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$62,0791.5KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$1M35.5KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$366,4188.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M112.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$472,54311.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M44.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$6M131.0KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$151,8653.6KQ1 2026OLDER
Sachetta, LLC$184M AUM0.01%$12,820305Q1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$220,3645.2KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$104,4452.5KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.01%$953,95522.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$602,40814.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M89.0KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$1M29.9KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$424,11210.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$43M1.03MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$15M354.1KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$390,9489.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$347,8408.3KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$7M159.5KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M42.7KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M169.0KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$10,213243Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$95M2.26MQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.01%$67,7941.6KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$314,6866.8KQ2 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$1M35.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$99M2.50MQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$208,4664.9KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$6M133.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$4M93.7KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$1M27.2KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$76,4101.8KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$277,6086.6KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$263,1926.3KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$568,85913.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$25M587.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$605,28914.3KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.01%$9,036215Q1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.01%$11,321243Q2 2026
NBC SECURITIES, INC.$1.3B AUM0.01%$69,1391.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$1M34.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M143.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$14,224334Q3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$12M291.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$960,48922.6KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$135,7282.9KQ2 2026
Garton & Associates Financial Advisors LLC$122M AUM0.00%$8,679219Q4 2025OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$288,5596.9KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$270,5066.4KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$399,8319.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$31M737.2KQ1 2026OLDER
Quarry LP$558M AUM0.00%$29,960756Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$10M226.4KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$205,7995.2KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$28M672.9KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M25.9KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$561,00113.3KQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$17,601419Q1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$2M47.4KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$7M155.3KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$420,80410.0KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$232,7205.5KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$205,1074.9KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$856,69720.4KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.00%$206,5504.9KQ3 2025OLDER
Norinchukin Bank, The$8.6B AUM0.00%$353,6828.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$761,73018.1KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$321,5527.2KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$5M119.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$8M200.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M84.9KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$244,6285.8KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M27.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$12M301.3KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$9,499226Q1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$311,0497.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M61.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$14M326.5KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$16,014381Q1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$370,9988.7KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$276,5156.6KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$286,0146.8KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$32,741779Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M62.9KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$726,03117.3KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$112,5592.4KQ2 2026
Westside Investment Management, Inc.$653M AUM0.00%$21,941513Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$46M1.08MQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$537,30312.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$13M309.9KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2M36.2KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$9,512240Q4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$293,1549.1KQ2 2026
Composition Wealth, LLC$7.3B AUM0.00%$221,4985.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M31.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$464,60611.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M83.2KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$469,89611.2KQ2 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$383,8189.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M97.3KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$41,176980Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$236,3575.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$11M256.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$204,2135.2KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$16M384.9KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$526,81712.5KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6M137.0KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$86,4142.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M26.5KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$209,7064.9KQ3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$855,98820.4KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$16,686397Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$138,6993.3KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$67,2481.6KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$9,160218Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$9,160218Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$8M181.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$10M231.1KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$254,5346.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M44.2KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$53,7141.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$119,1132.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M35.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M43.3KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$183,8564.4KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$617,67314.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$494,02111.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M48.1KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$34,381818Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$412,9459.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M29.8KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$3,61586Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$63,6731.5KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$7,523179Q1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.00%$5,584120Q2 2026
Triumph Capital Management$491M AUM0.00%$10,508250Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$206,3144.8KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$424,96510.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$350,7268.8KQ4 2025OLDER
Caldwell Trust Co$1.1B AUM0.00%$23,201552Q1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$119,9542.9KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$5,464130Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$529,84612.6KQ2 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M41.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$442,72810.4KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$25,454600Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M76.7KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$233,3935.6KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$7M171.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M79.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,26153.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M212.7KQ2 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$274,2466.5KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$77,3351.8KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$12,968309Q1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$323,5707.0KQ2 2026
CITY HOLDING CO$800M AUM0.00%$12,606300Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$112,1362.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$874,79620.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M110.8KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$2,64863Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$368,2258.8KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$417,5269.9KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$730,52317.4KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M30.1KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$7,371186Q4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$751,00017.9KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$21,015500Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$9,079216Q1 2026OLDER
Amundi$367.1B AUM0.00%$5M109.9KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$75,6131.8KQ3 2025OLDER
Ninety One UK Ltd$44.7B AUM0.00%$551,24111.8KQ2 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$3,963100Q4 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$283,0777.1KQ4 2025OLDER
BOKF, NA$6.5B AUM0.00%$75,6541.8KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$14,290340Q1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$310,3507.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M24.5KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$357,3408.4KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4,372104Q1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$2,18747Q2 2026
JNBA Financial Advisors$1.2B AUM0.00%$11,727279Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$206,6194.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$15,299364Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,00924Q1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.00%$1,24031Q4 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$46,2331.1KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$5,170123Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M192.8KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$1,59738Q1 2026OLDER

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