SEC 13F Intelligence

OLEDUNIVERSAL DISPLAY CORP

CUSIP 91347P105 · Yahoo Finance ↗ · Google Finance ↗

Universal Display Corp (OLED) has 453 institutional holders in Filings Flow’s 13F database, together reporting 40.22M shares worth $3.7B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Kayne Anderson Rudnick Investment Management LLC.

Institutional Holders
453
Q1 2026
Reported Value
$3.7B
Ticker
OLED
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 280Q4 ’18Q1 ’19: 324Q2 ’19: 348Q2 ’19Q3 ’19: 359Q2 ’21: 400Q2 ’21Q4 ’21: 387Q4 ’22: 351Q4 ’22Q4 ’25: 464Q1 ’26: 453Q1 ’26Q2 ’26: 20filingsflow.com
Total reported value
Q4 ’18: $162.4BQ4 ’18Q1 ’19: $192.5BQ2 ’19: $156.6BQ2 ’19Q3 ’19: $109.5BQ2 ’21: $173.2BQ2 ’21Q4 ’21: $241.5BQ4 ’22: $1.9BQ4 ’22Q4 ’25: $4.6BQ1 ’26: $3.7BQ1 ’26Q2 ’26: $64Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
XXEC, Inc.$571M AUM7.99%$46M386.9KQ1 2026OLDER
S SQUARED TECHNOLOGY, LLC$264M AUM4.37%$12M126.0KQ1 2026OLDER
PEREGRINE INVESTMENT MANAGEMENT INC$127M AUM3.57%$7M50.6KQ3 2025OLDER
Greenhouse Funds LLLP$2.2B AUM3.27%$90M774.3KQ4 2025OLDER
LHM, INC.$254M AUM2.69%$7M74.6KQ1 2026OLDER
AVENIR CORP$820M AUM2.57%$21M230.2KQ1 2026OLDER
Analog Century Management LP$2.1B AUM2.31%$47M401.7KQ4 2025OLDER
AI-Squared Management Ltd$137M AUM2.21%$2M16.3KQ4 2025OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM2.13%$19M205.9KQ1 2026OLDER
Roubaix Capital, LLC$214M AUM1.80%$4M27.0KQ3 2025OLDER
1492 Capital Management LLC$263M AUM1.44%$4M24.8KQ3 2025OLDER
Panoramic Capital, LLC$142M AUM1.40%$3M21.7KQ3 2025OLDER
Copeland Capital Management, LLC$4.5B AUM1.19%$53M581.8KQ1 2026OLDER
Triodos Investment Management BV$1.3B AUM1.11%$15M161.0KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.97%$4M38.7KQ1 2026OLDER
Future Fund LLC$284M AUM0.96%$3M29.7KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.96%$50M428.3KQ4 2025OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.87%$295M3.22MQ1 2026OLDER
Rockbridge Asset Management LLC$149M AUM0.83%$1M11.7KQ4 2025OLDER
Cascade Investment Advisors, Inc.$169M AUM0.76%$1M14.1KQ1 2026OLDER
Red Spruce Capital, LLC$287M AUM0.75%$2M25.0KQ2 2026
Hardman Johnston Global Advisors LLC$2.1B AUM0.70%$15M161.7KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.69%$5M57.1KQ1 2026OLDER
Ledgewood Wealth Advisors, LLC$188M AUM0.58%$1M12.6KQ2 2026
SORA INVESTORS LLC$1.1B AUM0.55%$6M65.0KQ1 2026OLDER
Montanaro Asset Management Ltd$334M AUM0.50%$2M14.0KQ3 2025OLDER
ICON ADVISERS INC/CO$433M AUM0.45%$2M21.4KQ1 2026OLDER
Green Alpha Advisors, LLC$102M AUM0.42%$427,4974.7KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.41%$18M192.8KQ1 2026OLDER
GENERAL AMERICAN INVESTORS CO INC$1.5B AUM0.39%$6M65.0KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.39%$1M11.3KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.35%$25M268.8KQ1 2026OLDER
Numerai GP LLC$997M AUM0.34%$3M37.0KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.32%$1M12.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.30%$2M25.6KQ1 2026OLDER
AMERICAN ASSETS INC$298M AUM0.26%$777,3572.1KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.23%$14M147.8KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.23%$941,44010.3KQ1 2026OLDER
Scientech Research LLC$120M AUM0.22%$355,9453.0KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.22%$1M10.0KQ3 2025OLDER
Perbak Capital Partners LLP$406M AUM0.22%$888,4609.7KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.22%$287,8012.0KQ3 2025OLDER
MQS Management LLC$148M AUM0.21%$308,8033.4KQ1 2026OLDER
Spectrum Strategic Capital Management, LLC$186M AUM0.21%$386,8974.2KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.21%$962,43010.5KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.21%$2M24.0KQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.20%$357,0303.9KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.18%$328,6963.8KQ2 2026
FULCRUM WEALTH ADVISORS, LLC$121M AUM0.18%$213,0312.3KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.18%$12M129.4KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.16%$3M23.8KQ3 2025OLDER
Heritage Family Offices, LLP$225M AUM0.16%$354,0783.0KQ4 2025OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.16%$200M2.19MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.15%$947,58110.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.15%$2M17.1KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.15%$3M23.0KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.15%$7M73.8KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.14%$1M12.2KQ1 2026OLDER
Nishkama Capital, LLC$1.6B AUM0.14%$6M42.2KQ3 2025OLDER
Candriam S.C.A.$20.1B AUM0.14%$27M189.0KQ3 2025OLDER
Alhambra Investment Management LLC$217M AUM0.14%$293,8672.0KQ3 2025OLDER
Robeco Schweiz AG$4.7B AUM0.13%$6M40.3KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.13%$361,6683.1KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.13%$32M351.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.12%$6M70.2KQ1 2026OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.11%$2M21.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.11%$1M13.5KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.11%$1M12.3KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.11%$359,3993.9KQ1 2026OLDER
EVERPAR ADVISORS LLC$352M AUM0.11%$268,1571.9KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.11%$240,1002.1KQ4 2025OLDER
Harbour Capital Advisors, LLC$525M AUM0.10%$512,4243.6KQ3 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.10%$10M110.2KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.10%$5M55.4KQ1 2026OLDER
Bronte Capital Management Pty Ltd.$1.0B AUM0.10%$1M11.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.10%$2M23.7KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.10%$59M648.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.10%$2M25.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.10%$3M23.9KQ4 2025OLDER
Diametric Capital, LP$385M AUM0.09%$251,9271.8KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.09%$9M101.9KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.09%$4M43.8KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.09%$11M77.6KQ3 2025OLDER
Stiles Financial Services Inc$327M AUM0.08%$267,1462.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.08%$9M77.2KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.08%$320,7952.7KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$443,8675.0KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.08%$1M14.9KQ1 2026OLDER
111 Capital$406M AUM0.07%$295,3293.2KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.07%$2M13.4KQ4 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.07%$276,1852.4KQ4 2025OLDER
Vest Financial, LLC$8.3B AUM0.07%$5M59.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.06%$89M976.4KQ1 2026OLDER
Bernardo Wealth Planning LLC$511M AUM0.06%$320,8103.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.06%$61M665.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.06%$5M51.4KQ1 2026OLDER
Thrive Wealth Management, LLC$787M AUM0.06%$376,5982.6KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.06%$4M45.8KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.06%$2M22.0KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.05%$573,1506.3KQ1 2026OLDER
M&G Plc$19.4B AUM0.05%$11M114.6KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.05%$3M27.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.05%$3M29.9KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.05%$279,5633.0KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.05%$1M11.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.05%$17,751152Q4 2025OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.05%$593,7206.5KQ1 2026OLDER
Firestone Capital Management$480M AUM0.04%$210,5541.8KQ4 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.04%$293,3123.2KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.04%$917,91110.0KQ1 2026OLDER
Tolleson Wealth Management, Inc.$693M AUM0.04%$291,2492.5KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M13.1KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.04%$312,8763.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$125M1.07MQ1 2026OLDER
RHL GROUP, LLC$117M AUM0.04%$47,098514Q1 2026OLDER
Hopwood Financial Services, Inc.$148M AUM0.04%$58,889410Q3 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.04%$23M251.2KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.04%$6M63.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.04%$8M90.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$253,3631.8KQ3 2025OLDER
Strid Group, LLC$807M AUM0.04%$289,3743.2KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.04%$3M20.5KQ3 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.04%$14M152.1KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.04%$242,5072.1KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.03%$1M7.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M26.0KQ1 2026OLDER
KINTRA WEALTH, LLC$1.4B AUM0.03%$242,0132.1KQ4 2025OLDER
Portside Wealth Group, LLC$738M AUM0.03%$233,9791.6KQ3 2025OLDER
AMG National Trust Bank$4.6B AUM0.03%$1M16.0KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.03%$969,21310.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$3M31.2KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$406,4204.4KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.03%$3M28.4KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$218,3032.4KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$291,4793.2KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.03%$318,0613.5KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.03%$371,5712.6KQ3 2025OLDER
Sigma Planning Corp$3.6B AUM0.03%$994,69610.9KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.03%$1M15.6KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$649,7824.5KQ3 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$17M190.1KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.03%$215,4451.5KQ3 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$295,7342.1KQ3 2025OLDER
Mill Creek Capital Advisors, LLC$4.9B AUM0.03%$1M13.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$8M84.1KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.02%$1M10.0KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.02%$265,8152.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M20.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$6M60.8KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$742,7218.1KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$229,7002.5KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.02%$3M28.3KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.02%$29M314.5KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$217,7051.9KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$201,6522.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.02%$9M96.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M12.8KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.02%$954,27210.4KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$240,5992.1KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$23M250.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.02%$13M140.9KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$280,9353.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$12M125.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M17.5KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M16.9KQ1 2026OLDER
North Capital, Inc.$118M AUM0.02%$22,362156Q3 2025OLDER
Man Group plc$55.1B AUM0.02%$9M102.7KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$546,1106.0KQ1 2026OLDER
RMR Wealth Builders$1.3B AUM0.02%$213,6592.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$580,1166.3KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$37,344260Q3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$300,8963.5KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.02%$249,7731.7KQ3 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.02%$4M39.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$14M119.8KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.02%$17M183.6KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.02%$240,1142.1KQ4 2025OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.02%$916,60010.0KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.02%$42,989299Q3 2025OLDER
Erste Asset Management GmbH$10.8B AUM0.02%$2M15.3KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.02%$8M57.8KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M19.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.01%$91,6601.0KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$691,8045.9KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$1M8.8KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$69M757.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$268M2.92MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M12.9KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$907,8929.9KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.01%$205,3911.4KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M169.0KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.01%$120,7611.3KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$187,1952.1KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$109,0751.2KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$683,4167.5KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$21,257148Q3 2025OLDER
DUNCKER STREETT & CO INC$526M AUM0.01%$65,629716Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$333,2753.6KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$411,6464.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M32.4KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$238,0101.7KQ3 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$291,5703.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M25.1KQ4 2025OLDER
Amundi$367.1B AUM0.01%$42M459.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$10M105.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$2M24.7KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$832,5489.1KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M50.5KQ1 2026OLDER
Morton Brown Family Wealth, LLC$378M AUM0.01%$39,780434Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$34M371.9KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$4M47.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$11M123.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$55M598.3KQ2 2026
Jump Financial, LLC$7.5B AUM0.01%$769,8538.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M21.7KQ1 2026OLDER
Connecticut Wealth Management, LLC$2.4B AUM0.01%$233,5602.0KQ4 2025OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.01%$221,6342.4KQ1 2026OLDER
Quarry LP$558M AUM0.01%$56,279614Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M17.2KQ2 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$419,2534.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$21M225.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$152M1.70MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$263,7972.9KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M56.1KQ1 2026OLDER
Destination Wealth Management$3.9B AUM0.01%$362,1494.0KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$371,1314.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$533,5535.8KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.01%$53,083639Q2 2026
JENNISON ASSOCIATES LLC$145.4B AUM0.01%$13M140.6KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$12,650138Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M48.2KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$164,9801.8KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.01%$12,741139Q1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M15.3KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M17.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$589M5.05MQ4 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$522,0955.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.01%$6M62.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$55M597.9KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$308,4363.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M17.5KQ4 2025OLDER
Chesley Taft & Associates LLC$2.6B AUM0.01%$204,3651.8KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$657,7964.6KQ3 2025OLDER
Krilogy Financial LLC$3.1B AUM0.01%$206,4771.4KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$984,52010.7KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$332,8183.4KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$657,1117.2KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$2M26.2KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$552,8936.0KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$308,1083.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M15.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$115M1.25MQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$27M289.7KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$912,6367.8KQ4 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$5M40.7KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$917,60810.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$393M4.29MQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.01%$532,6344.6KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.01%$435,5684.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M19.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$4M39.4KQ1 2026OLDER
Field & Main Bank$344M AUM0.01%$22,915250Q1 2026OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.01%$1M10.0KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$307,1543.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M12.4KQ1 2026OLDER
Paladin Partners, LLC$139M AUM0.01%$9,166100Q2 2026
Baird Financial Group, Inc.$64.0B AUM0.01%$4M45.9KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$4M37.6KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$25M276.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$15M166.6KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$323,5272.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$9M60.5KQ3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.01%$5M49.6KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.01%$9,48066Q3 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$21,540235Q1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$982,7048.4KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$32M346.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$38M416.9KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$101,6501.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$14M147.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M104.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$166M1.81MQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.01%$245,2382.1KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$1M16.2KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$659,3267.2KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$233,9872.6KQ1 2026OLDER
Apella Capital, LLC$7.1B AUM0.01%$395,1025.0KQ2 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$33M365.3KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$800,0088.7KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$229,2422.5KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$971,15310.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M17.1KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$254,5802.2KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.01%$901,8187.7KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M11.1KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$11M123.9KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$972,05410.6KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$5M52.4KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.01%$356,8333.9KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$1M7.2KQ3 2025OLDER
Korea Investment CORP$48.3B AUM0.00%$3M21.6KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$6,60072Q1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$227,0791.6KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$5M49.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$9M98.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M14.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M89.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$36M388.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$8M83.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$525,0285.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$40M440.4KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$276,9142.4KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$181M1.98MQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$8,76375Q4 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$2M19.9KQ1 2026OLDER
Circle Wealth Management, LLC$7.0B AUM0.00%$305,7783.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M14.2KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$241,4432.1KQ4 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$586,3496.4KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$481,7184.1KQ4 2025OLDER
World Investment Advisors$6.2B AUM0.00%$201,1051.4KQ3 2025OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$12,833140Q1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$962,15510.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$149,5891.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$228,7832.5KQ1 2026OLDER
Annex Advisory Services, LLC$5.3B AUM0.00%$201,8732.2KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M35.0KQ2 2026
Vident Advisory, LLC$11.7B AUM0.00%$410,9503.5KQ4 2025OLDER
AGF MANAGEMENT LTD$22.3B AUM0.00%$834,1069.1KQ1 2026OLDER
Greykasell Wealth Strategies, Inc.$248M AUM0.00%$9,166100Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M36.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$907,4349.9KQ1 2026OLDER
Mosley Wealth Management$221M AUM0.00%$7,78054Q1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M14.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$354,9083.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M17.1KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$298,6812.6KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M41.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M24.0KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$664,0115.7KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$447,3014.9KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$245,7511.7KQ3 2025OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$6,46755Q4 2025OLDER
Citizens National Bank Trust Department$601M AUM0.00%$18,332200Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$3,91942.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$993,50310.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M22.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M17.1KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$467,3745.1KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$82,677902Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$98,3091.1KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M25.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$6M61.6KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$695,7917.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$18M194.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$46M391.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M13.7KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$7,47464Q4 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$29,338204Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$81,394888Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M30.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$14M148.4KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$214,8461.8KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$661,6027.2KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$44,455485Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$227,2181.6KQ3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$16,534168Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$6464.5KQ3 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$212,8352.3KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.00%$10,48573Q3 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$101,1931.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$9M101.6KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M11.9KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$3,30036Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M73.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$16M173.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$7M78.8KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$557,4846.1KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$228,6002.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$92,4851.0KQ2 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$369,9573.2KQ4 2025OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$384,2393.3KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M128.6KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$4,03344Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$266,3752.3KQ4 2025OLDER
Richardson Capital Management LLC$207M AUM0.00%$3,02533Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M30.5KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$259,8352.2KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$257,6562.8KQ1 2026OLDER
Trifecta Capital Advisors, LLC$646M AUM0.00%$9,166100Q1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$238,2242.6KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$369,7412.6KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$280,2963.1KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$395,3304.3KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$2,56628Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$318,6113.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$80,576561Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$73,688631Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$471,2465.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M61.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M26.8KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$200,3951.7KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$607,6736.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$13,841151Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$13,595157Q2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$217,5611.9KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$274,1202.3KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$4M46.3KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$3,01621Q3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$776,0028.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M50.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M16.4KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.00%$229,1492.5KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$67,279734Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$25,185216Q4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$356,4902.5KQ3 2025OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$43,089300Q3 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$1M8.0KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M18.0KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$2,29225Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$5M50.6KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$8,61860Q3 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$239,1412.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$572,2496.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$11M124.6KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$231,8191.6KQ3 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$10,763117Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$39,026429Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$8626Q3 2025OLDER
Truvestments Capital LLC$554M AUM0.00%$4,40048Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$2161.5KQ3 2025OLDER
Costello Asset Management, INC$289M AUM0.00%$2,33620Q4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$325,2103.5KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$467,4665.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$146,0101.6KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$19,249210Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$2,56922Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$674,7097.4KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$3,40538Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$211,2561.8KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$631,6796.9KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.00%$1,83420Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$395,2384.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$17,664204Q2 2026
Private Wealth Management Group, LLC$381M AUM0.00%$2,45321Q4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$225,6431.6KQ3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$17,654193Q1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$9,349102Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$450,7844.9KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$1,46716Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$9348Q4 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$7799Q2 2026
UMB Bank, n.a.$7.2B AUM0.00%$38,772423Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$396,5622.8KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$15,674171Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$350,9713.8KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$88210Q2 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$5,65161Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,50239Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$9,678106Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$104,2831.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,58039.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$639,4207.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$345,7473.8KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$4,55937Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$358,7443.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$42,027469Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$4,40048Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$205,4102.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$96,3351.1KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$11,24596Q4 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$6427Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$215,2202.3KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$3,85433Q4 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$4595Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$137,4351.5KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$210,8182.3KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$1,00811Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$12,815148Q2 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$11,170129Q2 2026
FEDERATED HERMES, INC.$61.5B AUM0.00%$202,1102.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$57,838631Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$979,84610.7KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,28314Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$7,60883Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$179,3152.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$284,8793.1KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,37515Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$20,624225Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,37515Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$293,4953.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,10012Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$250,5352.7KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$175,1701.5KQ4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$13,749150Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$236,6662.6KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,83420Q1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.00%$3,01721Q3 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$4585Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$211,2762.3KQ1 2026OLDER

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