SEC 13F Intelligence

OGNORGANON & CO

CUSIP 68622V106 · Yahoo Finance ↗ · Google Finance ↗

Organon & Co (OGN) has 603 institutional holders in Filings Flow’s 13F database, together reporting 199.14M shares worth $1.1B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
603
Q1 2026
Reported Value
$1.1B
Ticker
OGN
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 894Q2 ’21Q4 ’21: 817Q4 ’21Q4 ’22: 749Q4 ’22Q4 ’25: 619Q4 ’25Q1 ’26: 603Q1 ’26Q2 ’26: 32Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $25.3BQ2 ’21Q4 ’21: $26.5BQ4 ’21Q4 ’22: $2.8BQ4 ’22Q4 ’25: $1.3BQ4 ’25Q1 ’26: $1.1BQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KAHN BROTHERS GROUP INC$564M AUM5.88%$33M5.54MQ1 2026OLDER
Think Investments LP$762M AUM3.14%$24M4.00MQ1 2026OLDER
CM Management, LLC$120M AUM2.00%$2M400.0KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM1.20%$3M249.2KQ3 2025OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.75%$26M4.37MQ1 2026OLDER
Sio Capital Management, LLC$697M AUM0.74%$5M865.9KQ1 2026OLDER
SECTOR GAMMA AS$423M AUM0.53%$2M376.0KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.36%$3M570.0KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.35%$534,00050.0KQ3 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.31%$3M226.4KQ2 2026
Poehling Capital Management, INC.$475M AUM0.28%$1M219.3KQ1 2026OLDER
Traub Capital Management LLC$101M AUM0.26%$259,38524.3KQ3 2025OLDER
SummerHaven Investment Management, LLC$163M AUM0.25%$402,75067.2KQ1 2026OLDER
VARCOV Co.$268M AUM0.19%$522,93987.3KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.17%$6M535.8KQ3 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.16%$24M2.21MQ3 2025OLDER
Sterneck Capital Management, LLC$223M AUM0.16%$350,32558.5KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.15%$4M514.8KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.12%$472,73265.9KQ4 2025OLDER
Credit Capital Investments LLC$110M AUM0.11%$121,17316.9KQ4 2025OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.11%$532,65749.9KQ3 2025OLDER
Daytona Street Capital LLC$130M AUM0.11%$143,40020.0KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.10%$2M277.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.10%$938,759156.7KQ1 2026OLDER
Round Hill Asset Management$153M AUM0.09%$142,74913.4KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.09%$223,29720.9KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$508,64589.2KQ1 2026OLDER
Cladis Investment Advisory, LLC$182M AUM0.09%$151,43214.2KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.08%$5M486.3KQ3 2025OLDER
Neo Ivy Capital Management$379M AUM0.08%$320,80530.0KQ3 2025OLDER
Register Financial Advisors LLC$271M AUM0.08%$192,56018.0KQ3 2025OLDER
Aviance Capital Partners, LLC$854M AUM0.07%$633,278105.7KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.07%$182,59125.5KQ4 2025OLDER
Philip James Wealth Mangement, LLC$870M AUM0.07%$603,768100.8KQ1 2026OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.07%$505,16184.3KQ1 2026OLDER
KLCM Advisors, Inc.$1.2B AUM0.06%$742,502124.0KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.06%$184,16930.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$268,00037.3KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.06%$2M170.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$737,71069.1KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$3M476.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.05%$2M261.3KQ4 2025OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.05%$3M522.6KQ1 2026OLDER
BROADWATER CAPITAL MANAGEMENT LLC$128M AUM0.04%$56,2093.9KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$464,82477.6KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$768,571128.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$178,36124.9KQ4 2025OLDER
Atlas Brown,Inc.$372M AUM0.04%$153,09311.3KQ2 2026
Humankind Investments LLC$175M AUM0.04%$178,05716.7KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$286,44940.0KQ4 2025OLDER
Alpine Global Management, LLC$668M AUM0.04%$179,73825.1KQ4 2025OLDER
State of Wyoming$844M AUM0.04%$325,31754.3KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.04%$259,46343.3KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.04%$350,51732.8KQ3 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.04%$438,25273.2KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.04%$49,2208.2KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.04%$2M141.5KQ3 2025OLDER
Arnhold LLC$1.4B AUM0.03%$461,41077.0KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.03%$975,861162.9KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.03%$92,75515.5KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.03%$293,72641.0KQ4 2025OLDER
M&G Plc$19.4B AUM0.03%$6M1.00MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.03%$74,35310.4KQ4 2025OLDER
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM0.03%$444,22141.6KQ3 2025OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.03%$4M691.6KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.03%$11M1.86MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$313,10952.3KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.03%$32M3.09MQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.03%$91,23415.2KQ1 2026OLDER
WEALTH EFFECTS LLC$282M AUM0.03%$74,94712.5KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.03%$84,72914.1KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.03%$134,09812.6KQ3 2025OLDER
CastleKnight Management LP$6.0B AUM0.03%$1M121.5KQ3 2025OLDER
Garden State Investment Advisory Services LLC$455M AUM0.03%$114,71010.7KQ3 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.03%$8M1.38MQ1 2026OLDER
True North Advisors, LLC$877M AUM0.03%$157,76614.8KQ3 2025OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.03%$69,65811.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.02%$803,73475.3KQ3 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.02%$151,10114.1KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M233.1KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$8M1.26MQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.02%$83,51513.9KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.02%$130,22321.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$14M2.31MQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.02%$30M5.01MQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.02%$100,00013.9KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.02%$206,35634.5KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.02%$197,47933.0KQ1 2026OLDER
Kendall Capital Management$488M AUM0.02%$91,21615.2KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.02%$1M177.4KQ4 2025OLDER
Impact Partnership Wealth, LLC$810M AUM0.02%$140,84019.6KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$42M7.08MQ1 2026OLDER
Howard Capital Management Inc.$6.1B AUM0.02%$1M178.9KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$6M930.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M402.8KQ1 2026OLDER
CACTI ASSET MANAGEMENT LLC$2.0B AUM0.02%$338,50025.0KQ2 2026
AGF MANAGEMENT LTD$22.3B AUM0.02%$4M360.2KQ3 2025OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.02%$173,75316.3KQ3 2025OLDER
Provenance Wealth Advisors, LLC$945M AUM0.02%$154,29025.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$4M645.7KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.02%$7M1.09MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$4M594.5KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.02%$6M950.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$19M3.14MQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.01%$32,3172.2KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M114.1KQ3 2025OLDER
NATIXIS$28.0B AUM0.01%$4M546.6KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$19M3.23MQ1 2026OLDER
Allen Capital Group, LLC$1.1B AUM0.01%$145,88913.7KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.01%$272,14445.4KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.01%$21,8141.5KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$4M498.6KQ4 2025OLDER
DENALI ADVISORS LLC$900M AUM0.01%$109,48110.3KQ3 2025OLDER
Triumph Capital Management$491M AUM0.01%$60,74610.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$690,647115.3KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.01%$93,03715.5KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.01%$147,48013.8KQ3 2025OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.01%$167,72628.0KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$904,718151.0KQ1 2026OLDER
Cypress Wealth Services, LLC$708M AUM0.01%$82,72411.5KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M254.5KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.01%$59,90010.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$4M351.7KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$356,22049.7KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$271,02225.4KQ3 2025OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.01%$116,54119.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$274,62445.8KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$283,56747.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$16M2.66MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$20M3.45MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M182.8KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.01%$245,99141.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$976,771163.1KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$65,2479.1KQ4 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$228,41127.9KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$741,342103.4KQ4 2025OLDER
Invst, LLC$886M AUM0.01%$66,21611.1KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$204,22719.1KQ3 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M266.2KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.01%$478,94544.8KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$131M21.85MQ1 2026OLDER
Wescott Financial Advisory Group, LLC$1.1B AUM0.01%$79,31511.1KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.01%$494,04268.9KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$108,77918.2KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$3M448.9KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M1.08MQ1 2026OLDER
IAT REINSURANCE CO LTD.$310M AUM0.01%$32,0403.0KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$350,57758.5KQ1 2026OLDER
WNY Asset Management, LLC$967M AUM0.01%$63,89010.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M918.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M222.0KQ4 2025OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$24,8174.1KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$299,08149.9KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.01%$14,5922.4KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.01%$123,81020.2KQ1 2026OLDER
Founders Capital Management$205M AUM0.01%$11,9802.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M246.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$122,35617.2KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$658,750110.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$12,7631.8KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$6M933.2KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$560,52093.6KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$163,98615.4KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M523.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$358,50050.0KQ4 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$165,27227.6KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM0.00%$155,66114.6KQ3 2025OLDER
Krilogy Financial LLC$3.1B AUM0.00%$154,02916.5KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM0.00%$89,78015.0KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.00%$97,74913.6KQ4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.00%$144,93124.2KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$405,84067.8KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$356,15959.5KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$330,68455.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$286,36326.8KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$120,04311.2KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$140,49523.5KQ1 2026OLDER
Curat Global, LLC$102M AUM0.00%$4,450743Q1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.00%$103,20817.2KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$319,35429.9KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$314,21152.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$148,13724.6KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$513,12885.7KQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM0.00%$124,20320.7KQ1 2026OLDER
McAdam, LLC$2.2B AUM0.00%$89,00412.4KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$20M3.27MQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$419,65970.1KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$520,06486.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M1.26MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$835,17678.2KQ3 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.00%$70,88111.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$265M36.92MQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$154,55114.5KQ3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$738,410103.0KQ4 2025OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.00%$59,90010.0KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.00%$161,68422.6KQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$10M1.69MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$190M31.72MQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.00%$73,65012.3KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.00%$119,84011.2KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$21M3.47MQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$5,163862Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$20M3.36MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.00%$285,26247.6KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$212,60935.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$134,19422.4KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.00%$140,51019.6KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$29,1114.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$7,492774Q1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$112,75115.7KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$78,2885.8KQ2 2026
Tidal Investments LLC$47.4B AUM0.00%$1M241.4KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$108,13115.1KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$18M2.93MQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$427,29171.3KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M340.7KQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.00%$175,02416.4KQ3 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$21,5413.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M265.0KQ1 2026OLDER
Tanglewood Legacy Advisors, LLC$276M AUM0.00%$7,2661.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M225.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M491.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$427,75871.4KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$12,5972.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$10M1.61MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$13M2.23MQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.00%$5,774964Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M337.0KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$195,51018.3KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$81,49413.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$314,62352.5KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$7,384545Q2 2026
Modern Wealth Management, LLC$5.8B AUM0.00%$111,43010.4KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$30,7805.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$642,698107.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M240.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$218,01236.4KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$311,18152.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$400,44437.5KQ3 2025OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.00%$6,093450Q2 2026
Jain Global LLC$24.2B AUM0.00%$507,54584.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$908,120151.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M327.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$60M9.96MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$532,21788.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$13M2.23MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$178,22129.8KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$263,01736.7KQ4 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$293,98827.5KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.00%$494,52569.0KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$385,10964.3KQ1 2026OLDER
Beacon Financial Strategies CORP$201M AUM0.00%$3,832283Q2 2026
Atria Investments, Inc$8.9B AUM0.00%$170,15228.4KQ1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.00%$28,9532.7KQ3 2025OLDER
DKRT Investments Corp.$395M AUM0.00%$7,4881.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M485.5KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$2M198.0KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M238.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M240.6KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$29M4.76MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M512.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$70M11.74MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$15M2.55MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$1M136.8KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M217.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M720.5KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$79,78811.1KQ4 2025OLDER
Hilltop National Bank$468M AUM0.00%$7,271537Q2 2026
CITIGROUP INC$234.5B AUM0.00%$4M596.8KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$389,31636.5KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$11M1.91MQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$351,35558.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M477.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$452,76075.6KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$9,2071.5KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$9,1351.3KQ4 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$819,000136.8KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$254,00442.4KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$349,81658.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$23M3.18MQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$6,919965Q4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$184,33630.8KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$7,2361.2KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$73,88010.3KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$82,90713.8KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$124,20811.6KQ3 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$198,14333.1KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$85,40911.9KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M228.8KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$95,71316.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$539,90390.1KQ1 2026OLDER
Investors Research Corp$523M AUM0.00%$6,1281.0KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$297,56941.5KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$22,1313.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$387,81164.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$10M1.61MQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M197.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$118,53416.5KQ4 2025OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$3,235540Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$196,01632.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$214,92235.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M190.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M754.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$624,757104.3KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$1,427199Q4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$730,019121.9KQ1 2026OLDER
Osbon Capital Management LLC$123M AUM0.00%$1,198200Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M778.9KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$661,781110.5KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$79,35613.2KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.00%$7,4881.3KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$1,300217Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$117,64816.4KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M678.0KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$167,96315.7KQ3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$1,214202.7KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M281.1KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$10,141749Q2 2026
Private Advisor Group, LLC$21.3B AUM0.00%$183,44717.2KQ3 2025OLDER
SEB Asset Management AB$23.4B AUM0.00%$210,29135.1KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$1,920321Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$6,0621.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$84,27914.1KQ1 2026OLDER
North Capital, Inc.$118M AUM0.00%$1,111104Q3 2025OLDER
Bank & Trust Co$148M AUM0.00%$1,264211Q1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$475,38844.5KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$201,12633.6KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$976163Q1 2026OLDER
METEORA CAPITAL, LLC$1.4B AUM0.00%$10,0001.0KQ4 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$134,66322.5KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$437,66641.0KQ3 2025OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.00%$1,207113Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$29,8082.8KQ3 2025OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.00%$14,1542.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$15M2.56MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$31,0405.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$304,50950.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$199,53333.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M700.6KQ2 2026
XPONANCE LLC$14.1B AUM0.00%$110,93518.5KQ1 2026OLDER
Clean Yield Group$355M AUM0.00%$2,723255Q3 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$3M468.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$412,23368.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$691,601116.4KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$1,797300Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$54,5649.1KQ1 2026OLDER
WHI TRUST Co LLC$133M AUM0.00%$952159Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$1,992186Q3 2025OLDER
Independence Bank of Kentucky$789M AUM0.00%$5,340500Q3 2025OLDER
Man Group plc$55.1B AUM0.00%$403,61356.3KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$22,2833.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$136,15922.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$91,70212.8KQ4 2025OLDER
Cheviot Value Management, LLC$996M AUM0.00%$6,6581.1KQ1 2026OLDER
Intesa Sanpaolo S.p.A.$1.7B AUM0.00%$11,0041.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$27,0994.5KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$9,4071.3KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2,468231Q3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$2,379397Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$94,24415.7KQ1 2026OLDER
MARYLAND CAPITAL ADVISORS INC.$295M AUM0.00%$1,793250Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M327.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$501,65070.0KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$222,82837.2KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$12,4921.7KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$285,89745.0KQ1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$1,378129Q3 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$617103Q1 2026OLDER
Westend Capital Management, LLC$333M AUM0.00%$1,875313Q1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$137,30922.9KQ1 2026OLDER
Monetary Solutions, Ltd$103M AUM0.00%$57596Q1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.00%$80175Q3 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$158,03526.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$289,51040.4KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$5,816971Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$92,60612.9KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$320,34829.1KQ3 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$902151Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$13,9822.5KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.00%$1,202201Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$2,144358Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$6,4071.1KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$2,786389Q4 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$1,821304Q1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$3,657510Q4 2025OLDER
Kilter Group LLC$232M AUM0.00%$1,109185Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$311,36752.0KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$1,180197Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$4,783752Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$871,216145.4KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$27,0974.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$224,80537.5KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$6,8601.1KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$1,521254Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M282.9KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$58798Q1 2026OLDER
City State Bank$385M AUM0.00%$1,563261Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$113,36718.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$15,0561.1KQ2 2026
EASTERN BANK$6.5B AUM0.00%$24,1281.8KQ2 2026
CIBC Asset Management Inc$40.9B AUM0.00%$147,52224.6KQ1 2026OLDER
Vision Retirement, LLC$373M AUM0.00%$1,335186Q1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$67363Q4 2025OLDER
Richardson Capital Management LLC$207M AUM0.00%$725121Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$7,9591.1KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$692,105115.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M738.5KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$15,0892.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$473,46179.0KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$1,147160Q4 2025OLDER
WAYCROSS PARTNERS, LLC$1.0B AUM0.00%$3,295550Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M299.7KQ1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$59298Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$293,62949.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M402.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$287,95548.1KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$2,665445Q1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.00%$1,827305Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$210,12935.2KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$69,25111.6KQ1 2026OLDER
BAYBAN$115M AUM0.00%$34157Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$6,106572Q3 2025OLDER
Hamrick Investment Counsel, llc$180M AUM0.00%$53489Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$16,4362.3KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$274,12045.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$257,51643.0KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$9,6081.6KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$4,033657Q1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$9,1251.3KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$316,36852.8KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$468,75778.3KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.00%$54576Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$13,0102.2KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$966161Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$51,6138.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$17,0712.9KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$48080Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$69,74211.6KQ1 2026OLDER
FAYEZ SAROFIM & CO$39.1B AUM0.00%$100,61416.8KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$35960Q1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$93,13813.0KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$30050Q1 2026OLDER
OLD SECOND NATIONAL BANK OF AURORA$484M AUM0.00%$1,198200Q1 2026OLDER
Hikari Tsushin, Inc.$1.5B AUM0.00%$3,588599Q1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$796111Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$917,309153.1KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$44942Q3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$85,85414.3KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.00%$689115Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$35960Q1 2026OLDER
Battery Global Advisors, LLC$186M AUM0.00%$42571Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,30096Q2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$160,08726.7KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$61057Q3 2025OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$2,696450Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$82277Q3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,377316Q3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$5,880982Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$5,755425Q2 2026
Parallel Advisors, LLC$5.6B AUM0.00%$11,7952.0KQ2 2026
CNB Bank$238M AUM0.00%$50384Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$37,2426.2KQ1 2026OLDER
Cranbrook Wealth Management, LLC$492M AUM0.00%$1,013169Q1 2026OLDER
WFA of San Diego, LLC$125M AUM0.00%$25242Q1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$1,070179Q1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$893149Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$47,4186.6KQ4 2025OLDER
Activest Wealth Management$569M AUM0.00%$1,102184Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$74,87512.5KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$2,147201Q3 2025OLDER
Sawyer & Company, Inc$260M AUM0.00%$53174Q4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$1M167.3KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$13,1182.2KQ1 2026OLDER
Piscataqua Savings Bank$148M AUM0.00%$27020Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$19,2753.1KQ1 2026OLDER
IFS Advisors, LLC$194M AUM0.00%$34758Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$1,140190Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$99,84516.7KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$79,14613.2KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$31152Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$2,268379Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$54,0229.4KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$4,259711Q1 2026OLDER
Horizons Wealth Management$152M AUM0.00%$25242Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$31,3072.9KQ3 2025OLDER
NBT BANK N A /NY$1.5B AUM0.00%$2,487415Q1 2026OLDER
Lavaca Capital LLC$564M AUM0.00%$910152Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$83,61414.0KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$964161Q1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.00%$45075Q1 2026OLDER
Asset Planning,Inc$141M AUM0.00%$21420Q3 2025OLDER
Holos Integrated Wealth LLC$198M AUM0.00%$30650Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$3,319554Q1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$38436Q3 2025OLDER
STRS OHIO$25.2B AUM0.00%$37,8096.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$35,7216.0KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.00%$1,738290Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$28247Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$83,85311.7KQ4 2025OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.00%$17930Q1 2026OLDER

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