SEC 13F Intelligence

NUNU HLDGS LTD

CUSIP G6683N103 · Yahoo Finance ↗ · Google Finance ↗

Nu Hldgs Ltd (NU) has 892 institutional holders in Filings Flow’s 13F database, together reporting 2845.96M shares worth $40.2B as of Q1 2026. The largest reported holders are Blackrock, Inc., Baillie Gifford & Co, and Morgan Stanley.

Institutional Holders
892
Q1 2026
Reported Value
$40.2B
Ticker
NU
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’21: 116Q4 ’21Q4 ’22: 238Q4 ’22Q4 ’25: 856Q4 ’25Q1 ’26: 892Q1 ’26filingsflow.com
Total reported value
Q4 ’21: $20.6BQ4 ’21Q4 ’22: $8.1BQ4 ’22Q4 ’25: $46.9BQ4 ’25Q1 ’26: $40.2BQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WASHINGTON UNIVERSITY$160M AUM94.77%$152M10.57MQ1 2026
Technology Crossover Management X, Ltd.$781M AUM78.31%$612M42.57MQ1 2026
LARCH CAPITAL PARTNERS LLC$690M AUM74.46%$514M35.76MQ1 2026
Sharp Capital Gestora de Recursos Ltda.$192M AUM49.71%$95M6.65MQ1 2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$714M AUM36.28%$259M18.02MQ1 2026
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.$894M AUM35.86%$321M22.31MQ1 2026
Kontiki Capital Management (HK) Ltd.$1.4B AUM32.89%$469M32.64MQ1 2026
Abu Dhabi Investment Council Co P.J.S.C$975M AUM32.40%$316M8.22MQ1 2026
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA.$292M AUM27.19%$79M5.52MQ1 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda.$222M AUM25.91%$58M4.01MQ1 2026
Ribbit Management Company, LLC$1.7B AUM25.20%$424M29.48MQ1 2026
Genoa Capital Gestora de Recursos Ltda.$130M AUM24.89%$32M2.25MQ1 2026
Sands Capital Alternatives, LLC$421M AUM22.30%$94M6.54MQ1 2026
Seven Springs Wealth Group, LLC$432M AUM18.03%$75M4.66MQ3 2025OLDER
Octahedron Capital Management L.P.$138M AUM17.60%$24M1.68MQ1 2026
Truxt Investmentos Ltda.$156M AUM17.00%$26M1.84MQ1 2026
a16z Perennial Management, L.P.$1.2B AUM16.53%$199M13.86MQ1 2026
Kora Management LP$702M AUM14.88%$104M7.26MQ1 2026
HAMILTON LANE ADVISORS LLC$140M AUM13.56%$19M1.32MQ1 2026
University of Wisconsin Foundation$113M AUM13.10%$15M1.03MQ1 2026
Legend Capital Advisors LLC$160M AUM12.51%$20M1.39MQ1 2026
LONG WALK MANAGEMENT LP$344M AUM12.30%$42M2.94MQ1 2026
Coronation Fund Managers Ltd.$2.2B AUM11.77%$258M17.97MQ1 2026
Marcho Partners LLP$124M AUM11.20%$18M1.10MQ4 2025OLDER
Milestones Administradora de Recursos Ltda.$383M AUM10.51%$40M2.80MQ1 2026
LTS Liquid Investments LLC$107M AUM9.80%$10M728.7KQ1 2026
Unison Asset Management LLC$219M AUM9.29%$20M1.41MQ1 2026
UNTITLED INVESTMENTS LP$269M AUM9.08%$24M1.70MQ1 2026
Nixon Capital, LLC$293M AUM8.28%$24M1.69MQ1 2026
INCA Investments LLC$282M AUM7.73%$22M1.52MQ1 2026
TB Capital Gestao de Recursos Ltda.$163M AUM7.71%$13M877.4KQ1 2026
ThornTree Capital Partners LP$564M AUM7.21%$41M2.83MQ1 2026
SC US (TTGP), LTD.$9.2B AUM7.06%$999M72.79MQ2 2025OLDER
Alta Park Capital, LP$642M AUM6.92%$44M3.09MQ1 2026
Fourth Sail Capital LP$608M AUM6.46%$31M2.28MQ2 2025OLDER
Aubrey Capital Management Ltd$186M AUM6.32%$12M818.3KQ1 2026
Palestra Capital Management LLC$2.6B AUM6.23%$160M11.12MQ1 2026
GLYNN CAPITAL MANAGEMENT LLC$209M AUM6.18%$13M899.3KQ1 2026
Explore Capital Management, LLC$107M AUM5.92%$6M440.0KQ1 2026
Orland Properties Ltd$267M AUM5.81%$14M1.00MQ2 2025OLDER
KIDS CAPITAL MANAGEMENT, L.P.$106M AUM5.71%$6M420.0KQ1 2026
Saraza Management, LP$239M AUM5.66%$14M940.0KQ1 2026
General Equity Holdings LP$135M AUM5.57%$8M522.4KQ1 2026
Strategy Capital LLC$1.2B AUM5.03%$62M4.28MQ1 2026
Warther Private Wealth, LLC$427M AUM4.99%$21M1.48MQ1 2026
DEEPWATER ASSET MANAGEMENT, LLC$158M AUM4.79%$8M526.6KQ1 2026
SurgoCap Partners LP$3.0B AUM4.73%$142M9.87MQ1 2026
Ravenswood Partners LP$271M AUM4.72%$13M889.1KQ1 2026
LONE PINE CAPITAL LLC$12.5B AUM4.35%$546M38.01MQ1 2026
CROSSLINK CAPITAL INC$1.0B AUM4.33%$44M3.08MQ1 2026
Longitude (Cayman) Ltd.$244M AUM4.28%$10M727.0KQ1 2026
MAVERICK CAPITAL LTD$8.7B AUM3.72%$323M22.44MQ1 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM3.67%$15M1.07MQ1 2026
Foxhaven Asset Management, LP$3.2B AUM3.65%$116M8.10MQ1 2026
BAILLIE GIFFORD & CO$97.9B AUM3.62%$3.5B246.56MQ1 2026
Partners Group Holding AG$1.4B AUM3.57%$48M3.36MQ1 2026
SELDON CAPITAL LP$272M AUM3.56%$10M674.6KQ1 2026
Avala Global LP$2.1B AUM3.43%$71M4.97MQ1 2026
D1 Capital Partners L.P.$11.2B AUM3.31%$372M25.89MQ1 2026
Alua Capital Management LP$1.1B AUM3.28%$48M3.49MQ2 2025OLDER
Sagil Capital LLP$263M AUM3.28%$9M600.0KQ1 2026
Think Investments LP$762M AUM3.17%$28M1.70MQ4 2025OLDER
Banco BTG Pactual S.A.$1.1B AUM3.15%$36M2.51MQ1 2026
Carrhae Capital LLP$3.3B AUM3.13%$83M4.94MQ4 2025OLDER
SPX Gestao de Recursos Ltda$1.2B AUM3.07%$37M2.57MQ1 2026
MayTech Global Investments, LLC$820M AUM2.95%$24M1.68MQ1 2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$246M AUM2.95%$7M505.7KQ1 2026
University of Illinois Foundation$487M AUM2.85%$14M967.0KQ1 2026
ABS Direct Equity Fund LLC$131M AUM2.68%$4M247.7KQ1 2026
Engle Capital Management, L.P.$293M AUM2.54%$7M393.0KQ4 2025OLDER
ADVENT INTERNATIONAL, L.P.$4.2B AUM2.47%$105M7.29MQ1 2026
Dragoneer Investment Group, LLC$3.0B AUM2.37%$71M4.95MQ1 2026
Whale Rock Capital Management LLC$7.7B AUM2.30%$180M10.76MQ4 2025OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM2.29%$16M976.1KQ4 2025OLDER
SOFTBANK GROUP CORP.$11.4B AUM2.25%$256M17.84MQ1 2026
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM2.25%$984M72.84MQ1 2026
MANNING & NAPIER ADVISORS LLC$7.1B AUM2.16%$153M10.67MQ1 2026
Finivi Inc.$195M AUM2.13%$4M272.0KQ1 2026
New Vernon Capital Holdings II LLC$136M AUM2.03%$4M256.0KQ4 2025OLDER
Kinetic Partners Management, LP$1.8B AUM2.02%$36M2.52MQ1 2026
Fairtree Asset Management (Pty) Ltd$218M AUM1.99%$4M302.3KQ1 2026
Gemsstock Ltd.$949M AUM1.97%$19M1.30MQ1 2026
SANDS CAPITAL MANAGEMENT, LLC$25.5B AUM1.94%$493M34.34MQ1 2026
INVESTMENT HOUSE LLC$1.9B AUM1.93%$37M2.58MQ1 2026
Accuvest Global Advisors$107M AUM1.89%$2M140.9KQ1 2026
Kapitalo Investimentos Ltda$531M AUM1.88%$10M696.0KQ1 2026
Comprehensive Financial Management LLC$3.0B AUM1.84%$55M3.85MQ1 2026
Aragon Global Management, LP$143M AUM1.79%$3M178.8KQ1 2026
VR Advisory Services Ltd$845M AUM1.70%$14M1.00MQ1 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM1.67%$32M2.24MQ1 2026
Ninety One North America, Inc.$2.2B AUM1.67%$37M2.58MQ1 2026
MRP Capital Investments, LLC$115M AUM1.66%$2M118.3KQ4 2025OLDER
VPR Management LLC$250M AUM1.64%$4M285.6KQ1 2026
Senator Investment Group LP$2.2B AUM1.62%$35M2.45MQ1 2026
Absolute Gestao de Investimentos Ltda.$877M AUM1.58%$14M961.6KQ1 2026
UDINE WEALTH MANAGEMENT, INC.$205M AUM1.56%$3M222.2KQ1 2026
Kultura Capital Management LP$638M AUM1.53%$2M147.3KQ4 2025OLDER
NZS Capital, LLC$3.0B AUM1.51%$45M3.14MQ1 2026
Metavasi Capital LP$276M AUM1.45%$4M279.5KQ1 2026
Myriad Asset Management Advisors LLC$339M AUM1.45%$5M281.8KQ4 2025OLDER
COATUE MANAGEMENT LLC$29.1B AUM1.45%$422M29.33MQ1 2026
PARAGON CAPITAL MANAGEMENT INC$118M AUM1.41%$2M108.8KQ4 2025OLDER
Perpetual Ltd$7.0B AUM1.33%$86M6.01MQ1 2026
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM1.32%$4M284.0KQ1 2026
1858 WEALTH MANAGEMENT, LLC$142M AUM1.28%$2M113.8KQ3 2025OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM1.24%$10M675.0KQ1 2026
Evergreen Quality Fund GP, Ltd.$4.4B AUM1.22%$55M3.42MQ3 2025OLDER
Adalta Capital Management LLC$209M AUM1.21%$3M175.9KQ1 2026
Monolith Management Ltd$332M AUM1.20%$4M277.9KQ1 2026
L1 Capital Pty Ltd$2.5B AUM1.20%$31M2.13MQ1 2026
ANTIPODES PARTNERS Ltd$5.2B AUM1.16%$60M4.19MQ1 2026
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM1.07%$75M4.48MQ4 2025OLDER
Aquamarine Financial (Cayman) Ltd$1.4B AUM1.05%$14M1.00MQ1 2026
Eschler Asset Management LLP$100M AUM1.00%$1M70.0KQ1 2026
Investidor Profissional Gestao de Recursos Ltda.$306M AUM0.99%$3M209.9KQ1 2026
WASATCH ADVISORS LP$15.1B AUM0.96%$144M10.05MQ1 2026
Ballentine Partners, LLC$7.2B AUM0.93%$67M4.67MQ1 2026
MAPLELANE CAPITAL, LLC$2.8B AUM0.92%$26M1.56MQ4 2025OLDER
Blue Owl Capital Holdings LP$372M AUM0.90%$3M173.9KQ4 2025OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.89%$63M4.40MQ1 2026
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.89%$30M2.11MQ1 2026
SYLEBRA CAPITAL LLC$774M AUM0.87%$7M466.4KQ1 2026
Hidden Lake Asset Management LP$331M AUM0.84%$7M411.4KQ3 2025OLDER
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$242M AUM0.83%$2M140.6KQ1 2026
Kera Capital Partners, Inc.$815M AUM0.82%$7M467.7KQ1 2026
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM0.79%$7M500.0KQ1 2026
Spear Holdings RSC Ltd$1.0B AUM0.77%$8M539.1KQ1 2026
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.77%$105M7.29MQ1 2026
Nishkama Capital, LLC$1.6B AUM0.76%$12M832.9KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.75%$3M204.0KQ1 2026
Allen Investment Management, LLC$8.1B AUM0.75%$61M4.22MQ1 2026
CHANNEL WEALTH LLC$413M AUM0.73%$3M209.9KQ1 2026
Mawer Investment Management Ltd.$15.4B AUM0.72%$111M7.70MQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.71%$468M32.54MQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.71%$4M291.1KQ2 2025OLDER
Eurizon SLJ Capital Ltd$210M AUM0.70%$1M102.3KQ1 2026
TIGER GLOBAL MANAGEMENT LLC$22.8B AUM0.69%$159M11.03MQ1 2026
KEYSTONE INVESTORS PTE LTD$1.1B AUM0.69%$8M459.4KQ4 2025OLDER
OPAL CAPITAL LLC$565M AUM0.69%$4M269.3KQ1 2026
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.68%$2M108.7KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.68%$161M11.23MQ1 2026
Atreides Management, LP$5.0B AUM0.67%$55M3.27MQ4 2025OLDER
Jordan Park Group LLC$1.9B AUM0.65%$12M854.4KQ1 2026
Northside Capital Management, LLC$1.1B AUM0.65%$7M512.7KQ1 2026
AXIOM INVESTORS LLC /DE$9.0B AUM0.65%$58M4.04MQ1 2026
GCM Grosvenor Holdings, LLC$901M AUM0.64%$6M403.4KQ1 2026
PARUS FINANCE (UK) Ltd$334M AUM0.64%$2M149.4KQ1 2026
Sheets Smith Investment Management$154M AUM0.64%$986,55261.6KQ3 2025OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.64%$7M513.9KQ1 2026
Azora Capital LP$1.5B AUM0.63%$10M671.1KQ1 2026
Ariose Capital Management Ltd$149M AUM0.61%$2M113.2KQ3 2025OLDER
Mizuho Markets Cayman LP$1.9B AUM0.60%$11M772.8KQ1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.58%$176M12.27MQ1 2026
Salvus Wealth Management, LLC$172M AUM0.58%$998,71569.5KQ1 2026
PBCay One RSC Ltd$1.3B AUM0.58%$8M539.1KQ1 2026
PDT Partners, LLC$1.7B AUM0.57%$10M675.0KQ1 2026
GFS Advisors, LLC$1.6B AUM0.57%$9M636.8KQ1 2026
One River Asset Management, LLC$273M AUM0.55%$2M105.0KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.55%$16M1.08MQ1 2026
Odyssean, LLC$274M AUM0.55%$759,15945.4KQ4 2025OLDER
WISCONSIN CAPITAL MANAGEMENT LLC$182M AUM0.54%$976,15467.9KQ1 2026
Larry Mathis Financial Planning, LLC$124M AUM0.54%$596,97341.5KQ1 2026
Militia Capital Management LLC$454M AUM0.52%$2M160.0KQ1 2026
MYDA Advisors LLC$608M AUM0.52%$3M162.0KQ4 2025OLDER
GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM0.52%$4M213.3KQ4 2025OLDER
Sciencast Management LP$785M AUM0.51%$4M220.5KQ4 2025OLDER
Militia Capital Partners, LP$263M AUM0.51%$1M80.0KQ4 2025OLDER
Graypoint LLC$1.8B AUM0.50%$9M654.0KQ2 2025OLDER
Headlands Technologies LLC$878M AUM0.49%$4M298.4KQ1 2026
Candriam S.C.A.$20.1B AUM0.48%$95M5.70MQ1 2026
SRN Advisors, LLC$110M AUM0.46%$509,91837.2KQ2 2025OLDER
Atom Investors LP$1.4B AUM0.46%$6M444.2KQ1 2026
Penbrook Management LLC$132M AUM0.46%$1M101.3KQ2 2025OLDER
Hosking Partners LLP$2.8B AUM0.46%$13M884.2KQ1 2026
12 West Capital Management LP$592M AUM0.45%$3M185.0KQ1 2026
DNCA FINANCE$1.7B AUM0.45%$8M544.0KQ1 2026
71 West Capital Partners$2.3B AUM0.44%$10M699.5KQ1 2026
Diametric Capital, LP$385M AUM0.44%$2M118.2KQ1 2026
J2 Capital Management Inc$146M AUM0.43%$626,90643.6KQ1 2026
Polar Capital Holdings Plc$28.2B AUM0.42%$119M8.27MQ1 2026
Pilgrim Partners Asia Pte Ltd$246M AUM0.42%$1M71.0KQ1 2026
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.41%$9M594.4KQ1 2026
Virtus Investment Advisers, LLC$363M AUM0.41%$1M102.3KQ1 2026
BANK OF NOVA SCOTIA$57.2B AUM0.40%$232M16.11MQ1 2026
Fore Capital, LLC$162M AUM0.40%$646,65045.0KQ1 2026
Andra AP-fonden$8.4B AUM0.40%$33M2.33MQ1 2026
Prasad Wealth Partners, LLC$367M AUM0.39%$1M101.0KQ1 2026
Pathfinder Wealth Consulting, Inc.$154M AUM0.39%$594,91841.4KQ1 2026
USS Investment Management Ltd$25.6B AUM0.39%$99M6.85MQ1 2026
Legacy Bridge, LLC$262M AUM0.38%$999,50669.6KQ1 2026
Sava Infond d.o.o.$1.4B AUM0.38%$3M186.8KQ1 2026
TPG Financial Advisors, LLC$307M AUM0.38%$1M80.8KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.37%$234M16.27MQ1 2026
Proem Advisors LLC$1.7B AUM0.36%$6M425.6KQ1 2026
TWINBEECH CAPITAL LP$965M AUM0.36%$9M573.6KQ3 2025OLDER
L & S Advisors Inc$795M AUM0.36%$3M200.8KQ1 2026
MUFG Securities EMEA plc$6.7B AUM0.36%$24M1.69MQ1 2026
Persistent Asset Partners Ltd$268M AUM0.36%$965,14767.2KQ1 2026
Integrated Quantitative Investments LLC$551M AUM0.36%$2M137.8KQ1 2026
JT Stratford LLC$786M AUM0.36%$3M196.4KQ1 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM0.35%$2M165.7KQ1 2026
Triasima Portfolio Management inc.$661M AUM0.35%$2M163.2KQ1 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.35%$515M35.85MQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.35%$142M9.88MQ1 2026
Altrafin AG$290M AUM0.35%$1M70.0KQ1 2026
Faithward Advisors, LLC$701M AUM0.34%$2M165.7KQ1 2026
SCGE MANAGEMENT, L.P.$3.3B AUM0.34%$16M1.18MQ2 2025OLDER
9823 Capital, L.P.$132M AUM0.33%$482,79828.8KQ4 2025OLDER
Orbis Allan Gray Ltd$23.7B AUM0.33%$79M5.48MQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.32%$14M841.5KQ4 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.31%$10M605.0KQ4 2025OLDER
Empire Financial Management Company, LLC$442M AUM0.31%$1M96.6KQ1 2026
Alphadyne Asset Management LP$5.8B AUM0.31%$13M796.9KQ4 2025OLDER
Aberdeen Group plc$61.9B AUM0.31%$190M13.19MQ1 2026
MATAURO, LLC$692M AUM0.31%$2M147.1KQ1 2026
Broderick Brian C$542M AUM0.30%$2M115.0KQ1 2026
CI INVESTMENTS INC.$20.6B AUM0.30%$63M4.37MQ1 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.29%$4M257.1KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.29%$62M4.30MQ1 2026
Capital Research Global Investors$644.6B AUM0.29%$1.8B128.46MQ1 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.29%$201M13.97MQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.27%$70M4.85MQ1 2026
TT International Asset Management LTD$783M AUM0.27%$1M104.9KQ2 2025OLDER
Ninety One UK Ltd$44.7B AUM0.27%$118M8.23MQ1 2026
Redmond Asset Management, LLC$366M AUM0.27%$995,13769.3KQ1 2026
DONALDSON CAPITAL MANAGEMENT, LLC$3.1B AUM0.27%$8M503.5KQ4 2025OLDER
FIL Ltd$128.7B AUM0.27%$343M23.89MQ1 2026
Quadrature Capital Ltd$8.4B AUM0.26%$22M1.39MQ3 2025OLDER
Fortis Capital Advisors, LLC$763M AUM0.26%$2M106.4KQ4 2025OLDER
Black Swift Group, LLC$571M AUM0.26%$1M103.5KQ1 2026
Scientech Research LLC$120M AUM0.26%$307,43221.4KQ1 2026
Intellectus Partners, LLC$490M AUM0.26%$1M87.3KQ1 2026
PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM0.26%$3M217.9KQ1 2026
Blueshift Asset Management, LLC$330M AUM0.25%$827,59757.6KQ1 2026
Mount Lucas Management LP$271M AUM0.25%$676,82747.1KQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.25%$3M182.1KQ1 2026
Harbour Capital Advisors, LLC$525M AUM0.25%$1M87.2KQ1 2026
BARINGS LLC$6.2B AUM0.25%$15M1.06MQ1 2026
INTERCAPITAL, LLC$299M AUM0.24%$693,05341.4KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.24%$5M364.5KQ1 2026
Life Cycle Investment Partners Ltd$15.7B AUM0.24%$38M2.62MQ1 2026
GRANVILLE CAPITAL, INC.$191M AUM0.24%$452,26731.5KQ1 2026
First Growth Capital LLC$111M AUM0.23%$252,96017.5KQ1 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.23%$6M449.4KQ1 2026
Voleon Capital Management LP$4.6B AUM0.23%$10M727.9KQ1 2026
Fieldview Capital Management, LLC$343M AUM0.22%$1M84.9KQ3 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.22%$6M436.5KQ1 2026
Artisan Partners Limited Partnership$62.3B AUM0.22%$134M9.34MQ1 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.21%$29M2.11MQ2 2025OLDER
Man Group plc$55.1B AUM0.21%$116M8.10MQ1 2026
BW Gestao de Investimentos Ltda.$3.0B AUM0.21%$5M300.0KQ3 2025OLDER
Qtron Investments LLC$738M AUM0.21%$2M106.4KQ1 2026
Cumberland Partners Ltd$1.3B AUM0.21%$3M190.0KQ1 2026
Cache Advisors, LLC$1.2B AUM0.21%$2M124.2KQ1 2026
HRTG GPE, LLC$781M AUM0.20%$2M119.0KQ3 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.20%$5M369.6KQ1 2026
HAP Trading, LLC$1.1B AUM0.20%$2M349.0KQ2 2025OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.20%$2M92.9KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.20%$1M74.2KQ1 2026
Liontrust Investment Partners LLP$5.9B AUM0.20%$13M793.3KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.20%$305M21.25MQ1 2026
HighVista Strategies LLC$362M AUM0.20%$712,32149.6KQ1 2026
Triumph Capital Management$491M AUM0.19%$946,17865.8KQ1 2026
Bensler, LLC$969M AUM0.19%$2M128.2KQ1 2026
CenterBook Partners LP$1.9B AUM0.19%$4M245.7KQ1 2026
Holocene Advisors, LP$41.5B AUM0.19%$78M5.46MQ1 2026
LRT Capital Management, LLC$107M AUM0.19%$198,93813.8KQ1 2026
DANSKE BANK A/S$41.5B AUM0.18%$76M5.32MQ1 2026
Quantum Portfolio Management LLC$230M AUM0.18%$422,50729.4KQ1 2026
IPG Investment Advisors LLC$582M AUM0.18%$1M74.1KQ1 2026
Carnegie Investment Counsel$5.1B AUM0.18%$9M648.5KQ1 2026
NATIXIS$28.0B AUM0.18%$51M3.53MQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.18%$6M436.5KQ1 2026
Collaborative Fund Advisors, LLC$162M AUM0.18%$290,96420.2KQ1 2026
Solstein Capital, LLC$244M AUM0.18%$436,84830.4KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.18%$5M296.8KQ3 2025OLDER
AustralianSuper Pty Ltd$19.2B AUM0.18%$34M2.38MQ1 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM0.18%$289,09620.1KQ1 2026
HAP TRADING, LLC$1.4B AUM0.18%$3M397.3KQ3 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.18%$273M18.98MQ1 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.18%$2M114.0KQ1 2026
MBM WEALTH CONSULTANTS, LLC$436M AUM0.18%$768,45553.5KQ1 2026
Legacy Wealth Asset Management, LLC$456M AUM0.17%$716,41649.9KQ1 2026
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.17%$2M116.3KQ4 2025OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.17%$5M330.0KQ2 2025OLDER
ICONIQ Capital, LLC$4.5B AUM0.17%$8M533.3KQ1 2026
Storgate, LLC$127M AUM0.17%$214,02714.9KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.17%$24M1.64MQ1 2026
Vigil Wealth Management, LLC$124M AUM0.17%$206,92814.4KQ1 2026
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.17%$627,75037.5KQ4 2025OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.16%$27M1.89MQ1 2026
Osbon Capital Management LLC$123M AUM0.16%$194,30713.5KQ1 2026
Moran Wealth Management, LLC$3.3B AUM0.16%$5M360.1KQ1 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.16%$1M65.5KQ4 2025OLDER
Arkfeld Wealth Strategies, L.L.C.$316M AUM0.15%$487,73531.8KQ1 2026
BAMCO INC /NY/$33.1B AUM0.15%$51M3.53MQ1 2026
Financial Perspectives, Inc$358M AUM0.15%$542,10837.7KQ1 2026
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.15%$207,50314.4KQ1 2026
Edgestream Partners, L.P.$3.0B AUM0.15%$5M315.4KQ1 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.15%$10M614.2KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.15%$526,45631.4KQ4 2025OLDER
Machina Capital S.A.S.$508M AUM0.15%$741,69351.6KQ1 2026
SEB Asset Management AB$23.4B AUM0.15%$34M2.37MQ1 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM0.15%$279,59719.5KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.15%$146M10.16MQ1 2026
BHK Investment Advisors, LLC$299M AUM0.14%$431,10030.0KQ1 2026
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.14%$68M4.75MQ1 2026
Impact Partnership Wealth, LLC$810M AUM0.14%$773,42456.4KQ2 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.14%$36M2.12MQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.14%$1M77.0KQ1 2026
COUNTRY CLUB BANK$1.7B AUM0.14%$2M149.2KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.14%$11M741.5KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.14%$43M2.96MQ1 2026
Bridgefront Capital, LLC$402M AUM0.14%$551,27638.4KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.13%$155M10.81MQ1 2026
Integrity Investment Advisors, LLC$184M AUM0.13%$243,94517.0KQ1 2026
WBI INVESTMENTS, LLC$362M AUM0.13%$507,13830.3KQ4 2025OLDER
Arlington Capital Management, Inc.$177M AUM0.13%$234,11616.3KQ1 2026
Granite Group Advisors, LLC$165M AUM0.13%$216,48115.3KQ1 2026
ARK Investment Management LLC$12.9B AUM0.13%$17M1.17MQ1 2026
QUATTRO FINANCIAL ADVISORS LLC$331M AUM0.13%$431,10030.0KQ1 2026
Qsemble Capital Management, LP$1.3B AUM0.13%$2M117.4KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.13%$27M1.68MQ3 2025OLDER
Greenland Capital Management LP$787M AUM0.13%$1M70.0KQ1 2026
OSSIAM$5.7B AUM0.13%$7M503.2KQ1 2026
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.13%$11M732.2KQ1 2026
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.13%$12M840.2KQ1 2026
Ulysses Management LLC$802M AUM0.12%$1M90.0KQ2 2025OLDER
LBP AM SA$7.3B AUM0.12%$9M630.7KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.12%$134M9.34MQ1 2026
Riverbend Wealth Management, LLC$175M AUM0.12%$176,11011.0KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.12%$114M7.95MQ1 2026
R Squared Ltd$182M AUM0.12%$284,30617.8KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.12%$4M218.2KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.12%$2.0B121.35MQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.12%$39M2.71MQ1 2026
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.12%$17M1.22MQ1 2026
EQUITABLE TRUST CO$2.2B AUM0.12%$3M181.0KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.12%$104M7.27MQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.12%$213M14.80MQ1 2026
SYON CAPITAL LLC$2.0B AUM0.12%$2M159.2KQ1 2026
Groupe la Francaise$7.3B AUM0.11%$8M581.1KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.11%$29M2.05MQ1 2026
Orion Capital Management LLC$290M AUM0.11%$329,07322.9KQ1 2026
RATIONAL ADVISORS, INC.$980M AUM0.11%$1M77.0KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.11%$13M915.8KQ1 2026
Tidal Investments LLC$47.4B AUM0.11%$53M3.68MQ1 2026
PING CAPITAL MANAGEMENT, INC.$350M AUM0.11%$389,42727.1KQ1 2026
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.11%$3M217.6KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.11%$135M9.40MQ1 2026
Capital International, Inc./CA/$13.0B AUM0.11%$14M980.8KQ1 2026
VestGen Advisors, LLC$3.8B AUM0.11%$4M307.1KQ1 2026
State of Wyoming$844M AUM0.11%$905,02363.0KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.11%$243,14914.5KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.11%$5M282.6KQ4 2025OLDER
Stonekeep Investments, LLC$154M AUM0.11%$164,02911.4KQ1 2026
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.11%$310,39221.6KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.11%$12M834.4KQ1 2026
Catalyst Funds Management Pty Ltd$591M AUM0.11%$623,61543.4KQ1 2026
Banco Santander, S.A.$12.4B AUM0.10%$13M886.0KQ1 2026
TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM0.10%$1M101.0KQ1 2026
Malaga Cove Capital, LLC$278M AUM0.10%$281,98319.6KQ1 2026
Legal & General Group Plc$432.4B AUM0.10%$433M30.16MQ1 2026
Interval Partners, LP$3.8B AUM0.10%$4M261.0KQ1 2026
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.10%$36M2.16MQ1 2026
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.10%$309,09921.5KQ1 2026
Trexquant Investment LP$13.9B AUM0.10%$13M934.6KQ1 2026
MN Wealth Advisors, LLC$206M AUM0.10%$190,21711.4KQ4 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.09%$675,99447.0KQ1 2026
Core Wealth Partners LLC$235M AUM0.09%$204,05414.2KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.09%$1M89.8KQ3 2025OLDER
Millennium Capital Advisors, LLC$162M AUM0.09%$151,60510.6KQ1 2026
Rakuten Securities, Inc.$241M AUM0.09%$223,28115.5KQ1 2026
Frank, Rimerman Advisors LLC$1.5B AUM0.09%$1M98.1KQ1 2026
Magnus Financial Group LLC$1.4B AUM0.09%$1M79.0KQ1 2026
DKRT Investments Corp.$395M AUM0.09%$359,25025.0KQ1 2026
Numerai GP LLC$997M AUM0.09%$739,59044.2KQ4 2025OLDER
CONNABLE OFFICE INC$1.0B AUM0.09%$896,24362.4KQ1 2026
Alpine Global Management, LLC$668M AUM0.09%$388,96228.4KQ2 2025OLDER
Ramirez Asset Management, Inc.$832M AUM0.09%$729,03950.3KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.09%$1M79.4KQ1 2026
Knollwood Investment Advisory, LLC$992M AUM0.09%$859,32659.8KQ1 2026
Kentucky Retirement Systems Insurance Trust Fund$1.5B AUM0.09%$1M88.0KQ1 2026
DnB Asset Management AS$28.0B AUM0.09%$24M1.68MQ1 2026
BlackRock, Inc.$5.72T AUM0.09%$4.9B339.91MQ1 2026
AVIVA PLC$59.6B AUM0.09%$51M3.53MQ1 2026
Massar Capital Management, LP$934M AUM0.08%$640,40040.0KQ3 2025OLDER
Sender Co & Partners, Inc.$165M AUM0.08%$297,14821.7KQ2 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.08%$50M3.48MQ1 2026
Diversify Advisory Services, LLC$655M AUM0.08%$543,93838.7KQ1 2026
Stokes Family Office, LLC$969M AUM0.08%$790,73855.0KQ1 2026
Jasper Ridge Partners, L.P.$4.5B AUM0.08%$4M254.8KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.08%$391M27.23MQ1 2026
Mason & Associates Inc$516M AUM0.08%$415,87830.8KQ1 2026
Utah Retirement Systems$9.8B AUM0.08%$8M543.7KQ1 2026
Heritage Wealth Management, Inc. /CA/$181M AUM0.08%$144,08810.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.08%$1.2B91.40MQ1 2026
Westmount Partners, LLC$457M AUM0.08%$321,18422.4KQ1 2026
Avestar Capital, LLC$1.6B AUM0.08%$1M84.4KQ1 2026
Everstar Asset Management, LLC$188M AUM0.08%$143,70010.0KQ1 2026
Scott Marsh Financial, LLC$270M AUM0.08%$205,82815.0KQ2 2025OLDER
Artemis Investment Management LLP$9.4B AUM0.08%$6M382.6KQ3 2025OLDER
Heron Bay Capital Management$1.1B AUM0.08%$396,97223.7KQ4 2025OLDER
Berbice Capital Management LLC$153M AUM0.08%$114,9608.0KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.08%$15M878.6KQ4 2025OLDER
DLK Investment Management, LLC$253M AUM0.07%$186,81013.0KQ1 2026
CITIGROUP INC$234.5B AUM0.07%$173M12.04MQ1 2026
FULLCIRCLE WEALTH LLC$284M AUM0.07%$206,98013.1KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.07%$39M2.70MQ1 2026
APG Asset Management N.V.$31.6B AUM0.07%$26M1.80MQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.07%$628M43.72MQ1 2026
Arete Wealth Advisors, LLC$1.3B AUM0.07%$1M72.2KQ3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.07%$28M1.94MQ1 2026
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.07%$1M66.4KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.07%$50M3.51MQ1 2026
Pekin Hardy Strauss, Inc.$957M AUM0.07%$673,23446.9KQ1 2026
Ninepoint Partners LP$904M AUM0.07%$631,65037.7KQ4 2025OLDER
BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM0.07%$160,10010.0KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.07%$65M4.50MQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.07%$293M20.37MQ1 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.07%$26M1.73MQ1 2026
Fiera Capital Corp$29.2B AUM0.07%$20M1.37MQ1 2026
Alberta Investment Management Corp$16.7B AUM0.07%$11M670.8KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.07%$410M28.56MQ1 2026
ELEMENT POINTE ADVISORS, LLC$530M AUM0.07%$347,67824.2KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.06%$39M2.75MQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.06%$2M164.6KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.06%$5M360.7KQ1 2026
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.06%$2M154.3KQ1 2026
CREDIT AGRICOLE S A$38.1B AUM0.06%$24M1.70MQ1 2026
Abel Hall, LLC$469M AUM0.06%$271,57316.2KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.06%$549M38.20MQ1 2026
SEVEN MILE ADVISORY$139M AUM0.06%$389,95624.4KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.06%$14M969.0KQ1 2026
Point72 Hong Kong Ltd$2.2B AUM0.06%$960,40070.0KQ2 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.06%$12M875.5KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$533,73137.1KQ1 2026
United Asset Strategies, Inc.$1.3B AUM0.06%$779,08454.2KQ1 2026
1832 Asset Management L.P.$108.8B AUM0.06%$66M4.61MQ1 2026
Tredje AP-fonden$18.3B AUM0.06%$11M772.8KQ1 2026
Blackhawk Capital Partners, LLC$273M AUM0.06%$164,78111.5KQ1 2026
North Dakota State Investment Board$2.3B AUM0.06%$1M96.9KQ1 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.06%$8M570.6KQ1 2026
XPONANCE LLC$14.1B AUM0.06%$8M580.0KQ1 2026
J. Goldman & Co LP$3.4B AUM0.06%$2M141.5KQ1 2026
Tradition Wealth Management, LLC$1.4B AUM0.06%$829,13557.7KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.06%$114M7.95MQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.06%$112M7.78MQ1 2026
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.06%$211,77114.7KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.06%$14M999.0KQ1 2026
JARISLOWSKY, FRASER Ltd$18.2B AUM0.06%$10M651.8KQ3 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.06%$2M104.9KQ1 2026
GC Wealth Management RIA, LLC$1.7B AUM0.06%$1M94.9KQ1 2026
Garden State Investment Advisory Services LLC$455M AUM0.06%$253,28617.6KQ1 2026
TriaGen Wealth Management LLC$366M AUM0.06%$214,27212.8KQ4 2025OLDER
FMR LLC$1.90T AUM0.06%$1.1B73.22MQ1 2026
Clearbridge Investments, LLC$114.9B AUM0.06%$63M4.41MQ1 2026
Oak Thistle LLC$1.0B AUM0.05%$395,63323.6KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.05%$94M6.56MQ1 2026
TMB Capital Partners, LLC$297M AUM0.05%$161,10211.2KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.05%$86M6.01MQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.05%$14M986.7KQ1 2026
Ridgewood Investments LLC$244M AUM0.05%$120,2428.8KQ2 2025OLDER
BIT Capital GmbH$2.1B AUM0.05%$1M74.7KQ1 2026
Amundi$367.1B AUM0.05%$190M13.21MQ1 2026
Caption Management, LLC$17.1B AUM0.05%$9M614.2KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.05%$390M27.14MQ1 2026
Fisher Asset Management, LLC$294.9B AUM0.05%$150M10.42MQ1 2026
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.05%$10M671.4KQ1 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.05%$709,36149.4KQ1 2026
Alliance Wealth Advisors, LLC /UT$462M AUM0.05%$214,23013.4KQ3 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.05%$11M795.1KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.05%$16M1.12MQ1 2026
Platform Technology Partners$519M AUM0.05%$259,09118.0KQ1 2026
Interchange Capital Partners, LLC$317M AUM0.05%$158,02513.9KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.05%$258,75918.9KQ2 2025OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.05%$774,00651.4KQ1 2026
Nuveen, LLC$369.3B AUM0.05%$183M12.72MQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.05%$101M6.83MQ1 2026
Pathway Financial Advisers, LLC$354M AUM0.05%$168,06310.0KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.05%$661M45.97MQ1 2026
ASK CAPITAL MANAGEMENT, LLC$568M AUM0.05%$295,74821.6KQ2 2025OLDER
Saba Capital Management, L.P.$3.6B AUM0.05%$2M94.8KQ4 2025OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.05%$688,54147.9KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.05%$12M832.1KQ1 2026
Aventura Private Wealth, LLC$273M AUM0.05%$127,8218.9KQ1 2026
Clear Harbor Asset Management, LLC$1.4B AUM0.05%$687,99741.1KQ4 2025OLDER
Focus Partners Wealth$89.9B AUM0.05%$42M2.86MQ1 2026
HILLMAN CO$257M AUM0.05%$133,9208.0KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.05%$1.3B93.02MQ1 2026
CHICAGO TRUST Co NA$626M AUM0.05%$288,06020.0KQ1 2026
WEALTH ALLIANCE, LLC$1.0B AUM0.05%$455,84531.7KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.04%$1M76.1KQ2 2025OLDER
MMBG INVESTMENT ADVISORS CO.$1.1B AUM0.04%$483,62233.7KQ1 2026
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.04%$242,15817.6KQ2 2025OLDER
WPG Advisers, LLC$136M AUM0.04%$59,3774.1KQ1 2026
D.B. Root & Company, LLC$419M AUM0.04%$177,24310.6KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.04%$5M353.4KQ1 2026
O'Dell Group, LLC$466M AUM0.04%$200,81412.5KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.04%$50M3.49MQ1 2026

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