NWBINORTHWEST BANCSHARES INC
CUSIP 667340103 · Yahoo Finance ↗ · Google Finance ↗
Northwest Bancshares Inc (NWBI) has 307 institutional holders in Filings Flow’s 13F database, together reporting 100.05M shares worth $1.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.
Institutional Holders
307
Q1 2026
Reported Value
$1.3B
Ticker
NWBI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rhino Investment Partners, Inc$359M AUM | 1.84% | $7M | 519.7K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 1.21% | $1M | 102.9K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.94% | $2M | 183.6K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 0.74% | $2M | 152.0K | Q1 2026OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.61% | $3M | 239.7K | Q1 2026OLDER |
| Parrish Capital LLC$112M AUM | 0.59% | $657,735 | 51.8K | Q1 2026OLDER |
| Hudock, Inc.$680M AUM | 0.32% | $2M | 172.0K | Q1 2026OLDER |
| Minerva Advisors LLC$155M AUM | 0.31% | $482,220 | 38.0K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.28% | $1M | 82.8K | Q3 2025OLDER |
| PARK CIRCLE Co$108M AUM | 0.27% | $320,282 | 25.9K | Q3 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.26% | $8M | 614.4K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.20% | $7M | 518.7K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.17% | $241,043 | 15.9K | Q2 2026 |
| VARCOV Co.$268M AUM | 0.16% | $417,240 | 34.8K | Q4 2025OLDER |
| City Center Advisors, LLC$123M AUM | 0.16% | $165,568 | 13.4K | Q3 2025OLDER |
| Daytona Street Capital LLC$130M AUM | 0.14% | $185,521 | 14.3K | Q1 2026OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.14% | $4M | 362.9K | Q3 2025OLDER |
| Bank & Trust Co$148M AUM | 0.13% | $193,992 | 15.3K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.12% | $196,936 | 15.5K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.12% | $197,044 | 15.5K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 0.12% | $132,600 | 11.1K | Q4 2025OLDER |
| iSAM Funds (UK) Ltd$203M AUM | 0.12% | $322,140 | 26.8K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.11% | $296,257 | 23.9K | Q3 2025OLDER |
| McHugh Group, LLC$169M AUM | 0.11% | $182,216 | 14.4K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.11% | $180,396 | 15.0K | Q4 2025OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.10% | $3M | 216.1K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.09% | $920,431 | 72.5K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.09% | $1M | 98.9K | Q1 2026OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.08% | $204,537 | 16.1K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.08% | $280,233 | 22.1K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.08% | $4M | 295.3K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.07% | $3M | 232.8K | Q3 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.06% | $416,391 | 33.6K | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.05% | $11M | 871.1K | Q1 2026OLDER |
| Next Level Private LLC$511M AUM | 0.05% | $265,017 | 17.5K | Q2 2026 |
| Murchinson Ltd.$791M AUM | 0.05% | $380,700 | 30.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.05% | $1M | 93.1K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.05% | $597,074 | 48.2K | Q3 2025OLDER |
| Intellus Advisors LLC$732M AUM | 0.04% | $319,268 | 25.2K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.04% | $131,024 | 10.3K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.04% | $2M | 179.9K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.04% | $5M | 419.6K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $511,445 | 40.3K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.04% | $430,229 | 33.9K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.04% | $54M | 4.24M | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.04% | $489,834 | 38.6K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.03% | $254,822 | 20.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $274,244 | 21.6K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.03% | $197,676 | 16.5K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $404,667 | 31.9K | Q1 2026OLDER |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.03% | $651,606 | 51.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $4M | 292.1K | Q1 2026OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $2M | 119.1K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.03% | $148,828 | 11.7K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.02% | $50,760 | 4.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $4M | 295.3K | Q2 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.02% | $161,779 | 12.7K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.02% | $115M | 9.04M | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.02% | $28,553 | 2.3K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.02% | $127,496 | 10.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $729,620 | 48.1K | Q2 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.02% | $7M | 522.8K | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.02% | $26,627 | 2.1K | Q1 2026OLDER |
| WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM | 0.02% | $1M | 86.5K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $592,456 | 46.7K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.02% | $84,558 | 6.7K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.02% | $257,087 | 20.3K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $29M | 2.25M | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $744,384 | 62.0K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $3M | 210.1K | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.02% | $3M | 209.9K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.02% | $366,081 | 28.8K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.02% | $37,778 | 3.0K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 94.5K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.01% | $464,124 | 36.6K | Q1 2026OLDER |
| Louisiana State Employees Retirement System$5.7B AUM | 0.01% | $822,312 | 64.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.01% | $134,407 | 10.8K | Q3 2025OLDER |
| CNB Bank$238M AUM | 0.01% | $32,448 | 2.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 174.7K | Q1 2026OLDER |
| Illinois Municipal Retirement Fund$7.9B AUM | 0.01% | $968,513 | 76.3K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.01% | $160,529 | 12.7K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $73,907 | 5.8K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $537,358 | 42.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 114.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $186,066 | 14.7K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $510,577 | 36.8K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.01% | $161,155 | 12.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $11M | 852.9K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $266,934 | 21.0K | Q1 2026OLDER |
| Tacita Capital Inc$169M AUM | 0.01% | $13,464 | 1.1K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $929,250 | 75.0K | Q3 2025OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $75,823 | 6.0K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.01% | $784,229 | 61.8K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $15M | 1.16M | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $357,325 | 28.2K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $198,884 | 13.1K | Q2 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 80.1K | Q1 2026OLDER |
| PANAGORA ASSET MANAGEMENT INC$26.7B AUM | 0.01% | $2M | 134.0K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $359,161 | 29.0K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $151,800 | 12.7K | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $236,249 | 18.6K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $214,188 | 17.8K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $316,218 | 24.9K | Q1 2026OLDER |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.01% | $381,017 | 30.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $504,872 | 39.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $81,589 | 6.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $169,957 | 13.4K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.01% | $112M | 8.86M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $188,637 | 14.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 417.2K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $490,329 | 38.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $257,040 | 21.4K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $4M | 347.7K | Q1 2026OLDER |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM | 0.01% | $424,316 | 33.4K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.01% | $270,399 | 21.3K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.01% | $1M | 101.8K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $403,580 | 31.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 82.9K | Q1 2026OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.01% | $158,964 | 13.2K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $361,592 | 24.1K | Q2 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 98.3K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $976,724 | 77.0K | Q1 2026OLDER |
| ESL Trust Services, LLC$524M AUM | 0.00% | $25,380 | 2.0K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.00% | $276,987 | 20.0K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $9M | 710.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $153,980 | 12.1K | Q1 2026OLDER |
| FIRST MERCHANTS CORP$2.6B AUM | 0.00% | $124,891 | 10.1K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $265M | 20.87M | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $214,836 | 17.9K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $518,716 | 40.9K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $2M | 132.1K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $5M | 402.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $163,992 | 13.7K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $209,986 | 16.9K | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $113M | 8.91M | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $9M | 737.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $153,942 | 12.8K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $24M | 1.92M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 80.6K | Q2 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $14,530 | 1.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $20M | 1.55M | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $40,219 | 2.7K | Q2 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $2M | 178.1K | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.00% | $146,950 | 11.6K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $143,191 | 11.6K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $807,670 | 67.3K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $114,803 | 9.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $659,525 | 52.0K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $12M | 942.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 521.0K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $509,250 | 40.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $48M | 3.77M | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $185,136 | 15.4K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $196M | 16.34M | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 93.9K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $74,557 | 5.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $17M | 1.38M | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $100,822 | 7.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $19M | 1.52M | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $389,046 | 31.4K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17M | 1.32M | Q1 2026OLDER |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM | 0.00% | $212,190 | 16.7K | Q1 2026OLDER |
| EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM | 0.00% | $145,541 | 11.6K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $161,501 | 12.7K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.00% | $458,515 | 36.1K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 149.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $310,422 | 25.9K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 104.4K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $413,690 | 33.4K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $466,628 | 36.8K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $1M | 79.1K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $306,260 | 24.1K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $17,132 | 1.4K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $4M | 288.2K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $7,488 | 590 | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $172,803 | 13.9K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $82M | 6.50M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 152.3K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $251,668 | 19.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 99.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $64,612 | 4.3K | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $339,394 | 26.7K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 136.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 530.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $16,675 | 1.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 142.4K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $402,070 | 31.7K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $409,887 | 32.3K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $2,665 | 210 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $858,107 | 67.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $375,656 | 29.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 951.8K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $3M | 200.7K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $138,778 | 10.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $44,238 | 3.5K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $2M | 118.9K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $876,384 | 69.1K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $179,830 | 14.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 83.9K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $368,442 | 29.0K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1M | 86.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $864,367 | 68.1K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $61,064 | 4.8K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $2,592 | 216 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $785,069 | 61.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $7M | 534.6K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $370,611 | 29.2K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 309.0K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $191,822 | 15.5K | Q3 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $259,109 | 20.4K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $278,723 | 22.0K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $603,384 | 47.5K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $4M | 344.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $17M | 1.38M | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $18M | 1.43M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $61,821 | 4.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $361,278 | 28.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $40,608 | 3.2K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $21,370 | 1.7K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $237,430 | 19.2K | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 288.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 115.0K | Q1 2026OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $461,751 | 36.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $420,308 | 32.5K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $4,721 | 372 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $32,139 | 2.1K | Q2 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $565,378 | 44.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 260.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 100.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $820,535 | 64.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 735.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $71,668 | 5.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $7,563 | 596 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $2M | 122.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $473,590 | 37.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $1,498 | 118 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $1M | 93.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 229.8K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $6,775 | 524 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $2M | 137.6K | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $148,676 | 11.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $2M | 136.1K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $152,844 | 12.7K | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,538 | 200 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $461,835 | 36.4K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $546 | 43 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $16,637 | 1.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 160.3K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $635 | 50 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $9,619 | 758 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $402,834 | 31.7K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $286,909 | 22.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $807,144 | 63.7K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $181,277 | 14.3K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $167,521 | 13.2K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $610,389 | 48.1K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $416,832 | 32.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $793,425 | 62.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 166.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 239.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 410.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $652,038 | 51.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $303,570 | 23.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $446,723 | 35.2K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $284,208 | 23.7K | Q4 2025OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $444 | 37 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,840 | 145 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $32,268 | 2.5K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $256,998 | 20.3K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2,236 | 176.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $6,662 | 525 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $165,193 | 13.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $17,941 | 1.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,543 | 358 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $40,418 | 3.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $261,452 | 20.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $138,334 | 10.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,878 | 542 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,269 | 100 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $30,456 | 2.4K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $88,322 | 7.0K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $44,428 | 3.5K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $99,452 | 7.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $848,094 | 66.8K | Q2 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $596 | 47 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $698 | 55 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,079 | 85 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $426,469 | 33.6K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $3,588 | 299 | Q4 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $5,901 | 465 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $140 | 11 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $584 | 46 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $32,524 | 2.6K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $7,183 | 566 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,308 | 103 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $1,701 | 134 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $850 | 67 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $5,799 | 457 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $323,202 | 25.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $325,534 | 25.7K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $471 | 38 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,531 | 119 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $13,463 | 1.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,690 | 212 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $147,686 | 11.6K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $310 | 25 | Q3 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $204 | 16 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $164 | 13 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,310 | 182 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $66,766 | 5.3K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $34,225 | 2.7K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $14,400 | 1.2K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,490 | 669 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $990 | 78 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $69,945 | 5.6K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $76 | 6 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,053 | 83 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $51,432 | 4.3K | Q4 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $9,168 | 764 | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $229 | 18 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $387 | 30 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $6,561 | 517 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $13,147 | 1.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $355 | 28 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,929 | 152 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $51 | 4 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $138,321 | 10.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $372 | 31 | Q4 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $115 | 9 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $681 | 55 | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $26 | 2 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $26,268 | 2.1K | Q2 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $38 | 3 | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $1,091 | 86 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $13 | 1 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,944 | 232 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $198 | 16 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $432 | 36 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $330 | 26 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.