NTLAINTELLIA THERAPEUTICS INC
CUSIP 45826J105 · Yahoo Finance ↗ · Google Finance ↗
Intellia Therapeutics Inc (NTLA) has 301 institutional holders in Filings Flow’s 13F database, together reporting 110.71M shares worth $1.4B as of Q1 2026. The largest reported holders are Ark Investment Management LLC, Blackrock, Inc., and Vanguard Group Inc.
Institutional Holders
301
Q1 2026
Reported Value
$1.4B
Ticker
NTLA
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Birchview Capital, LP$176M AUM | 3.25% | $6M | 445.4K | Q1 2026OLDER |
| ARK Investment Management LLC$12.9B AUM | 1.45% | $186M | 14.51M | Q1 2026OLDER |
| Contrarius Group Holdings Ltd$1.8B AUM | 1.39% | $25M | 1.91M | Q1 2026OLDER |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.71% | $9M | 724.3K | Q1 2026OLDER |
| Affinity Asset Advisors, LLC$1.9B AUM | 0.45% | $5M | 300.0K | Q3 2025OLDER |
| DIADEMA PARTNERS LP$588M AUM | 0.44% | $3M | 200.0K | Q1 2026OLDER |
| Elmwood Wealth Management, Inc.$400M AUM | 0.44% | $2M | 102.9K | Q2 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.42% | $6M | 429.5K | Q1 2026OLDER |
| Opaleye Management Inc.$759M AUM | 0.41% | $3M | 245.0K | Q1 2026OLDER |
| Avidity Partners Management LP$936M AUM | 0.40% | $2M | 150.0K | Q1 2026OLDER |
| Torrey Growth & Income Advisors$239M AUM | 0.37% | $886,070 | 70.5K | Q1 2026OLDER |
| Amova Asset Management Americas, Inc.$7.1B AUM | 0.36% | $25M | 1.97M | Q1 2026OLDER |
| Casdin Capital, LLC$1.3B AUM | 0.34% | $5M | 355.0K | Q1 2026OLDER |
| BAKER BROS. ADVISORS LP$17.4B AUM | 0.34% | $47M | 2.75M | Q3 2025OLDER |
| Squadron Capital Management LLC$273M AUM | 0.31% | $728,190 | 81.0K | Q4 2025OLDER |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych$194M AUM | 0.26% | $512,800 | 40.0K | Q1 2026OLDER |
| Granahan Investment Management, LLC$2.1B AUM | 0.24% | $6M | 342.6K | Q3 2025OLDER |
| Second Line Capital, LLC$528M AUM | 0.23% | $1M | 63.0K | Q3 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.19% | $604,795 | 47.2K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.18% | $2M | 243.9K | Q4 2025OLDER |
| PSP Research LLC$188M AUM | 0.18% | $338,400 | 20.0K | Q2 2026 |
| Green Alpha Advisors, LLC$102M AUM | 0.18% | $181,621 | 14.2K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.17% | $208,517 | 16.3K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.16% | $1M | 109.4K | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.15% | $147,507 | 11.5K | Q1 2026OLDER |
| IvyRock Asset Management (HK) Ltd$178M AUM | 0.14% | $254,221 | 19.8K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.14% | $698,370 | 54.5K | Q1 2026OLDER |
| Seven Fleet Capital Management LP$318M AUM | 0.13% | $403,830 | 31.5K | Q2 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.12% | $23M | 1.78M | Q1 2026OLDER |
| STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM | 0.11% | $6M | 365.4K | Q3 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.11% | $387,549 | 30.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.11% | $4M | 220.5K | Q2 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.10% | $253,451 | 19.8K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.10% | $261,690 | 29.1K | Q4 2025OLDER |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.10% | $112,375 | 12.5K | Q4 2025OLDER |
| Wellington Grp LLC$300M AUM | 0.09% | $275,786 | 30.7K | Q1 2026OLDER |
| PDT Partners, LLC$1.7B AUM | 0.09% | $1M | 116.6K | Q1 2026OLDER |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.08% | $21M | 1.61M | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.08% | $186,205 | 10.8K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.08% | $7M | 550.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.08% | $403,625 | 31.5K | Q1 2026OLDER |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.08% | $4M | 336.0K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.07% | $199,520 | 11.6K | Q3 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.06% | $325,192 | 25.4K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.06% | $237,555 | 18.5K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.05% | $1M | 74.3K | Q3 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.05% | $8M | 623.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.05% | $2M | 167.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $60M | 4.71M | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.05% | $5M | 270.1K | Q3 2025OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.05% | $10M | 796.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.04% | $73M | 5.73M | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.04% | $7M | 584.9K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 0.04% | $10M | 607.2K | Q3 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.04% | $1M | 89.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $1M | 95.2K | Q1 2026OLDER |
| GRANDFIELD & DODD, LLC$1.8B AUM | 0.04% | $620,873 | 48.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $2M | 141.1K | Q1 2026OLDER |
| Farringdon Capital, Ltd.$457M AUM | 0.03% | $137,466 | 15.3K | Q4 2025OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.03% | $429,008 | 33.5K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.03% | $999,319 | 111.2K | Q4 2025OLDER |
| LMG Wealth Partners, LLC$549M AUM | 0.03% | $153,814 | 12.0K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.03% | $384,985 | 30.0K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.02% | $78,729 | 11.1K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.02% | $2M | 145.5K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $497,318 | 55.3K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.02% | $144,699 | 11.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $15M | 1.67M | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.02% | $820,480 | 64.0K | Q1 2026OLDER |
| WASATCH ADVISORS LP$15.1B AUM | 0.02% | $3M | 261.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.02% | $10M | 748.6K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.02% | $186,501 | 10.8K | Q3 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.02% | $1M | 113.9K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.02% | $622,342 | 69.2K | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.02% | $290,411 | 22.7K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.02% | $120,829 | 9.4K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 120.4K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $404,074 | 44.9K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $333,907 | 37.1K | Q4 2025OLDER |
| Point72 Asia (Singapore) Pte. Ltd.$646M AUM | 0.02% | $110,314 | 6.4K | Q3 2025OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $277 | 30.8K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 106.9K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.02% | $25M | 1.97M | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $295,604 | 23.1K | Q1 2026OLDER |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.01% | $250,208 | 19.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $250,500 | 19.5K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $940,219 | 73.3K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $495,532 | 38.7K | Q1 2026OLDER |
| TEMA ETFS LLC$1.5B AUM | 0.01% | $180,454 | 14.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $692,049 | 54.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $13M | 1.01M | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $2M | 133.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $961,910 | 75.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $16,666 | 1.3K | Q1 2026OLDER |
| Point72 Europe (London) LLP$2.0B AUM | 0.01% | $228,130 | 13.2K | Q3 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $20,512 | 1.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 82.6K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.01% | $192,224 | 15.0K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $3M | 199.8K | Q1 2026OLDER |
| TWINBEECH CAPITAL LP$965M AUM | 0.01% | $137,448 | 15.3K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $3M | 201.0K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $18M | 1.40M | Q1 2026OLDER |
| E Fund Management Co., Ltd.$3.4B AUM | 0.01% | $321,910 | 25.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $291,106 | 22.7K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $25,512 | 2.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $128,585 | 10.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 102.1K | Q3 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $947,693 | 73.9K | Q1 2026OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.01% | $377,216 | 29.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $608,042 | 35.2K | Q3 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.01% | $94,000 | 10.0K | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.01% | $5M | 368.6K | Q1 2026OLDER |
| Bridgewater Associates, LP$22.4B AUM | 0.01% | $2M | 223.2K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 93.3K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $12,348 | 715 | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $263,821 | 29.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $42M | 3.26M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $30M | 2.32M | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $188,844 | 21.0K | Q4 2025OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $3M | 347.4K | Q4 2025OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $149,366 | 11.7K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $794,770 | 88.4K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $706,599 | 55.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $257,927 | 14.9K | Q3 2025OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $2M | 146.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.00% | $138,892 | 10.8K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 297.0K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $6,059 | 674 | Q4 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $73,474 | 4.3K | Q3 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.00% | $155,410 | 17.3K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $120,683 | 7.0K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $133,097 | 14.8K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $432,085 | 33.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $80M | 6.22M | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $2M | 186.8K | Q1 2026OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $111,098 | 8.7K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $115,842 | 9.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $35M | 2.70M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $757,406 | 59.1K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $390,852 | 23.1K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $8M | 630.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $7M | 579.4K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $116,483 | 9.1K | Q1 2026OLDER |
| FRED ALGER MANAGEMENT, LLC$22.8B AUM | 0.00% | $894,413 | 51.8K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $385,344 | 30.1K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $22,525 | 1.8K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $768,982 | 60.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 141.5K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.00% | $892,716 | 99.3K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 210.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $680,716 | 53.1K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $3,872 | 302 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $89M | 6.92M | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $4M | 250.9K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $676,443 | 75.2K | Q4 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $208,402 | 16.3K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 169.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $156M | 12.16M | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $769,200 | 60.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $27,512 | 1.6K | Q2 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $10M | 748.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $21M | 1.63M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $14M | 1.12M | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 134.0K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $557,769 | 32.3K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 576.9K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $37M | 2.85M | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.00% | $130,533 | 10.2K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $387,485 | 30.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $17M | 1.35M | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1M | 90.0K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 89.2K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $1M | 93.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $888,734 | 69.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $91,329 | 10.2K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 138.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $167,634 | 13.1K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $4,318 | 250 | Q3 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.00% | $482,109 | 37.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $12M | 941.3K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $169,070 | 13.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $49,075 | 3.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 276.9K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $4,418 | 471 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 137.4K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $274,476 | 21.4K | Q2 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $117M | 13.01M | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 94.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $12M | 966.3K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $65M | 5.08M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 217.8K | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $2,141 | 167 | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $194,056 | 15.1K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $664,166 | 51.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $576,118 | 44.9K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9,346 | 729 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 136.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $55,985 | 4.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $94,221 | 7.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 158.2K | Q4 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $144,161 | 11.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $27M | 2.07M | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $3M | 208.3K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.00% | $167,032 | 13.0K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $996,047 | 110.8K | Q4 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $3,846 | 300 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2,543 | 147.3K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $18M | 1.38M | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $9,326 | 540 | Q3 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $689,652 | 53.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $21M | 2.33M | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $310,244 | 24.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $305,630 | 23.8K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $191,865 | 21.3K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $1,295 | 101 | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $364,998 | 28.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 465.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $131,764 | 10.3K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $182,803 | 10.6K | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $34,540 | 2.0K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $14,161 | 820 | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $24,889 | 1.5K | Q2 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $2,744 | 386 | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $215,376 | 16.8K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 80.9K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $47,165 | 3.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $31,922 | 2.5K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $3,321 | 259 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $6M | 434.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $509,069 | 39.7K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 240.8K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $761,916 | 59.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 333.9K | Q2 2026 |
| Monetary Solutions, Ltd$103M AUM | 0.00% | $833 | 65 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $665,152 | 51.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 328.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $899 | 100 | Q4 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $181,827 | 14.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4M | 284.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $400,856 | 31.3K | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 0.00% | $128,197 | 14.3K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $689,626 | 53.8K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 164.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $233,452 | 18.2K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $192,915 | 15.0K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.00% | $1,859 | 145 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $578,324 | 45.1K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $418,650 | 32.7K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $397,025 | 44.2K | Q4 2025OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $33,165 | 2.6K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $2,026 | 158 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $801,365 | 62.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $593,015 | 46.3K | Q1 2026OLDER |
| Bellevue Group AG$4.2B AUM | 0.00% | $26,772 | 3.0K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $246,949 | 18.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $287,969 | 22.5K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.00% | $2,564 | 200 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $7,654 | 597 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $671,897 | 52.4K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 0.00% | $890 | 99 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 147.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $33,011 | 2.6K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.00% | $256,000 | 20.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $255,315 | 19.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $770 | 60 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 122.9K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $1,282 | 100 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 548.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $288,863 | 22.5K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $185,249 | 14.4K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $274,091 | 21.4K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $13,487 | 1.1K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $345,000 | 20.0K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $19,204 | 1.5K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $4,379 | 487 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 128.2K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $180,454 | 14.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $256,772 | 20.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $904,566 | 70.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 109.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $256,203 | 20.0K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.00% | $25,640 | 2.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $864 | 50 | Q3 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,500 | 117 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $598,643 | 46.7K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $613,759 | 48.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $665,271 | 53.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.00% | $6,908 | 20.2K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $20,602 | 1.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $926,869 | 103.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $4,230 | 250 | Q2 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $614,569 | 48.0K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $78,176 | 6.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $1M | 93.6K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $224,735 | 17.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $8,898 | 694 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,000 | 78 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $7,305 | 627 | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $389,728 | 30.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,987 | 389 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $257,629 | 20.1K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.00% | $632 | 540 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $217,081 | 16.9K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $68 | 7.5K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $3,077 | 240 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,831 | 142.8K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,278 | 74 | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,961 | 153 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $471,224 | 36.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $7,026 | 548 | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $103,445 | 8.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $46,050 | 3.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $7,692 | 600 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,731 | 291 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $3,437 | 199 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $16,375 | 1.2K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $143,564 | 11.2K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.00% | $442,059 | 34.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $7,923 | 618 | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,743 | 292 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $730 | 75 | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,513 | 118 | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $321 | 25 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $25,792 | 2.9K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $543,043 | 42.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $17,179 | 1.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,705 | 219 | Q2 2026 |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $342 | 38 | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $1,295 | 144 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $140,482 | 11.0K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $129,482 | 10.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $295 | 23 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $21,474 | 1.7K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $154 | 12 | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.00% | $215 | 24 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $578 | 45 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $37,858 | 3.0K | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $693 | 54 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $17,948 | 1.4K | Q2 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $38,091 | 4.2K | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $2,993 | 225 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $450 | 50 | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $163,724 | 12.8K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $641 | 50 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $59 | 4.6K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $176,828 | 10.2K | Q3 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $128 | 10 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $7,089 | 553 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $2,774 | 200 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,942 | 216 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $7,910 | 617 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $2,248 | 250 | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $25,294 | 2.0K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $78,997 | 6.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $641 | 50 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $45,537 | 3.6K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $4,577 | 357 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $91,347 | 10.2K | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $1,077 | 84 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $760 | 44 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $53 | 4 | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $834 | 65 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $3,723 | 281 | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $129 | 10 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $7,474 | 583 | Q1 2026OLDER |
| DANSKE BANK A/S$41.5B AUM | 0.00% | $2,564 | 200 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $8,911 | 516 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $173 | 10 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $423 | 33 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $2 | 0 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $2 | 0 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $17 | 1 | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $26 | 2 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $141 | 11 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.