SEC 13F Intelligence

OLLIOLLIES BARGAIN OUTLET HLDGS

CUSIP 681116109 · Yahoo Finance ↗ · Google Finance ↗

Ollies Bargain Outlet Hldgs (OLLI) has 472 institutional holders in Filings Flow’s 13F database, together reporting 68.01M shares worth $6.1B as of Q1 2026. The largest reported holders are FMR LLC, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
472
Q1 2026
Reported Value
$6.1B
Ticker
OLLI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 275Q4 ’18Q1 ’19: 280Q2 ’19: 309Q2 ’19Q3 ’19: 258Q2 ’21: 319Q2 ’21Q4 ’21: 291Q4 ’22: 293Q4 ’22Q4 ’25: 467Q1 ’26: 472Q1 ’26Q2 ’26: 20filingsflow.com
Total reported value
Q4 ’18: $16.0BQ4 ’18Q1 ’19: $21.9BQ2 ’19: $22.9BQ2 ’19Q3 ’19: $15.7BQ2 ’21: $12.0BQ2 ’21Q4 ’21: $9.7BQ4 ’22: $1.4BQ4 ’22Q4 ’25: $7.0BQ1 ’26: $6.1BQ1 ’26Q2 ’26: $99Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Summit Creek Advisors LLC$487M AUM2.25%$11M118.8KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM2.11%$147M1.60MQ1 2026OLDER
SG Capital Management LLC$1.5B AUM2.00%$22M174.7KQ3 2025OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM1.89%$89M964.3KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM1.83%$275M2.99MQ1 2026OLDER
SCHOLTZ & COMPANY, LLC$195M AUM1.62%$3M34.4KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM1.42%$104M1.13MQ1 2026OLDER
SHAKER INVESTMENTS LLC/OH$220M AUM1.29%$3M30.9KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM1.19%$12M133.2KQ1 2026OLDER
Taproot Management LP$530M AUM1.17%$6M67.5KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM1.10%$4M47.6KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM1.01%$32M347.1KQ1 2026OLDER
Pier Capital, LLC$606M AUM0.91%$6M59.9KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.89%$303M3.29MQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.89%$12M132.8KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.88%$18M197.5KQ1 2026OLDER
Pembroke Management, LTD$691M AUM0.87%$6M65.5KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.81%$80M873.9KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.79%$10M80.6KQ3 2025OLDER
Bridge City Capital, LLC$361M AUM0.78%$3M30.5KQ1 2026OLDER
BRAUN STACEY ASSOCIATES INC$3.0B AUM0.70%$21M229.1KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM0.67%$1M14.4KQ1 2026OLDER
Future Fund LLC$284M AUM0.60%$2M18.7KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.56%$2M20.2KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.55%$77M597.8KQ3 2025OLDER
Shellback Capital, LP$703M AUM0.54%$4M41.2KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.54%$4M30.0KQ3 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.43%$12M127.2KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.43%$1M9.8KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.42%$4M39.9KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.42%$2M21.0KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.40%$24M256.6KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.38%$6M65.3KQ1 2026OLDER
Panoramic Capital, LLC$142M AUM0.38%$835,8846.5KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.32%$44M403.0KQ4 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.30%$703,2787.6KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.30%$49M633.4KQ2 2026
Emerald Investment Advisers, LLC$1.1B AUM0.29%$3M34.5KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.28%$2M19.0KQ3 2025OLDER
Sierra Legacy Group$131M AUM0.25%$334,0133.6KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.25%$497,5204.5KQ4 2025OLDER
VELA Investment Management, LLC$436M AUM0.25%$1M8.0KQ3 2025OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.24%$4M39.5KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.23%$13M105.0KQ3 2025OLDER
Interval Partners, LP$3.8B AUM0.21%$13M101.5KQ3 2025OLDER
Woodline Partners LP$26.4B AUM0.21%$56M606.8KQ1 2026OLDER
Corient IA LLC$106M AUM0.21%$222,7372.4KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.21%$291,3073.2KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.19%$27M294.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.19%$1M16.1KQ1 2026OLDER
Sankala Group LLC$122M AUM0.19%$229,4522.6KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.18%$218,1352.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.18%$1M11.2KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.17%$583,4426.3KQ1 2026OLDER
ABLE Financial Group, LLC$511M AUM0.17%$860,5749.3KQ1 2026OLDER
POINCIANA ADVISORS GROUP, LLC$127M AUM0.17%$213,4111.9KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.16%$2M17.8KQ1 2026OLDER
MQS Management LLC$148M AUM0.16%$231,9412.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.15%$3M29.4KQ1 2026OLDER
CAMPBELL NEWMAN ASSET MANAGEMENT INC$1.2B AUM0.15%$2M20.4KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.15%$4M36.2KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.15%$4M46.1KQ1 2026OLDER
Life Cycle Investment Partners Ltd$15.7B AUM0.15%$23M252.7KQ1 2026OLDER
DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM0.14%$569,8206.2KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.14%$13M129.9KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.14%$955,55910.4KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.14%$414,6885.4KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.13%$825,5079.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.13%$7M73.7KQ1 2026OLDER
EVERPAR ADVISORS LLC$352M AUM0.13%$323,6962.5KQ3 2025OLDER
Legato Capital Management LLC$1.1B AUM0.13%$1M15.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.13%$7M79.0KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.13%$6M63.3KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.12%$2M20.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.12%$96M1.04MQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.12%$502,4293.9KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.12%$587,9444.6KQ3 2025OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.12%$543,8645.9KQ1 2026OLDER
Trust Investment Advisors$171M AUM0.12%$206,2101.6KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.11%$8M82.9KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.11%$6M61.4KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.11%$1M13.4KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.10%$256,8002.0KQ3 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.10%$2,70821.1KQ3 2025OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.10%$23M244.8KQ1 2026OLDER
Odyssean, LLC$274M AUM0.09%$258,1722.8KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.09%$463,0535.0KQ1 2026OLDER
AZZAD ASSET MANAGEMENT INC /ADV$989M AUM0.09%$895,5889.7KQ1 2026OLDER
Heritage Family Offices, LLP$225M AUM0.09%$203,8692.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.09%$3M29.9KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.09%$647,5947.0KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.09%$287,9013.1KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.08%$578,7486.3KQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.08%$540,6934.2KQ3 2025OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.08%$3M28.5KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.08%$1M11.4KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.08%$920,40010.0KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.07%$29M315.7KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.07%$252,9262.7KQ1 2026OLDER
AXIOM INVESTORS LLC /DE$9.0B AUM0.07%$8M76.1KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$720,9497.8KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.07%$3M36.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.07%$3M20.5KQ3 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.07%$742,2118.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.07%$14M149.7KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.07%$43M462.9KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.07%$3M27.9KQ4 2025OLDER
Gibbs Wealth Management$762M AUM0.07%$499,5015.4KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.06%$760,1578.3KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.06%$533,1174.2KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.06%$55M594.6KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M14.1KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.06%$218,1352.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.06%$4M46.9KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.06%$260,9313.4KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.06%$303,3643.3KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.06%$492,5985.4KQ1 2026OLDER
RiverPark Advisors, LLC$276M AUM0.05%$151,4061.6KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.05%$209,2992.3KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.05%$780,0258.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$5M50.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.05%$16M123.2KQ3 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.05%$14M147.9KQ1 2026OLDER
111 Capital$406M AUM0.05%$210,9562.3KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.05%$661,1237.2KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.05%$24M259.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.05%$10M94.3KQ4 2025OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.05%$205,0652.2KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.05%$14M156.6KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$504,7475.5KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.05%$2M18.8KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.05%$4M44.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.05%$25M276.6KQ1 2026OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.05%$668,3005.6KQ4 2025OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.04%$211,7842.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.04%$95M1.04MQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.04%$522,9595.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.04%$18M200.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.04%$25M267.3KQ1 2026OLDER
Balefire, LLC$613M AUM0.04%$209,5491.6KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$301,0992.7KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.04%$35M275.0KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$267,6522.9KQ1 2026OLDER
FSM Wealth Advisors, LLC$778M AUM0.04%$277,8582.2KQ3 2025OLDER
Thrive Wealth Management, LLC$787M AUM0.04%$265,9142.4KQ4 2025OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.04%$48M516.6KQ1 2026OLDER
SevenBridge Financial Group, LLC$640M AUM0.03%$212,0941.6KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.03%$16M177.7KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.03%$280,7223.0KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.03%$2M20.4KQ1 2026OLDER
FMR LLC$1.90T AUM0.03%$623M6.77MQ1 2026OLDER
Index Fund Advisors, Inc.$2.2B AUM0.03%$684,0766.2KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$1M11.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$381,1143.5KQ4 2025OLDER
Curated Wealth Partners LLC$794M AUM0.03%$253,5912.0KQ3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$657,6267.1KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.03%$3M29.5KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.03%$2M26.8KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.03%$2M12.4KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M17.8KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.03%$3M33.4KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.03%$2M18.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.03%$65M706.0KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.03%$279,8023.0KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.03%$246,0163.2KQ2 2026
Madison Asset Management, LLC$8.1B AUM0.03%$2M23.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$6M53.9KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.03%$4M43.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.03%$223M2.43MQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$14M151.0KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.02%$3M25.7KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$345,3813.2KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$117M1.27MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$774,1498.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$17M186.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$26M279.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$29M316.7KQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.02%$5M39.1KQ3 2025OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.02%$5M58.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$153M1.66MQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$2M23.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$730,7987.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$94M1.02MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$746,3528.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M20.7KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$216,0412.0KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$38M414.3KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.02%$238,8663.1KQ2 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M25.6KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.02%$506,2205.5KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.02%$126M1.37MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M18.0KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$898,5838.2KQ4 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.02%$645,7537.0KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M13.7KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.02%$221,4901.7KQ3 2025OLDER
NICOLET BANKSHARES INC$2.7B AUM0.02%$516,1455.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$6M62.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M14.2KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.02%$492,0465.3KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.02%$571,7394.9KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$5M44.4KQ4 2025OLDER
YHB Investment Advisors, Inc.$1.4B AUM0.02%$235,1001.8KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$10M113.2KQ1 2026OLDER
Capital International Investors$426.5B AUM0.02%$70M762.9KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.02%$791,9128.6KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$12M132.4KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$409,6704.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$11M116.9KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.02%$322,1403.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.02%$3M22.9KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M12.5KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$496,7534.5KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$655,1886.0KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$386,6604.2KQ2 2026
Equitable Holdings, Inc.$15.5B AUM0.01%$2M20.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M12.2KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.01%$216,6992.0KQ4 2025OLDER
SUMMITRY LLC$2.8B AUM0.01%$389,7904.2KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$226,7832.1KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$7M78.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$575,6186.3KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.01%$17,027185Q1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$568,8076.2KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$20M216.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$67M723.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M157.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$234M2.54MQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$518,1855.6KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.01%$209,6672.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$4M41.3KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M25.9KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$162,9551.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$5M53.7KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.01%$54,948597Q1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$34,093293Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$22M234.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$7M71.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$291,8593.2KQ1 2026OLDER
Quarry LP$558M AUM0.01%$58,353634Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$8M87.5KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$429,2243.9KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$67M732.1KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$31M331.7KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$243,0782.6KQ1 2026OLDER
MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM0.01%$223,6731.7KQ3 2025OLDER
Park Place Capital Corp$499M AUM0.01%$50,162545Q1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$291,4913.2KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M14.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M56.2KQ1 2026OLDER
Waldron Private Wealth LLC$2.6B AUM0.01%$241,1452.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$30M331.3KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$4M42.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$8M85.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$10M108.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M16.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$622M5.68MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$516M5.61MQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$265,0172.3KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$48M519.1KQ2 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$35M381.6KQ1 2026OLDER
Motley Fool Asset Management LLC$2.3B AUM0.01%$216,7391.7KQ3 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$237,6342.2KQ4 2025OLDER
Capital World Investors$732.9B AUM0.01%$64M695.5KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$244,1832.2KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$325,3623.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$662,3207.2KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$11,300113Q3 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$364,1422.8KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$30M330.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M11.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$49M535.4KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$810,2288.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M25.3KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$11,327123.1KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.01%$9,388102Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M21.7KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.01%$10,953119Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M15.3KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$214,8362.0KQ4 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M15.4KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M14.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M73.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$720,0287.8KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$40M437.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$112M1.22MQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$321,0002.5KQ3 2025OLDER
West Branch Capital LLC$373M AUM0.01%$26,048283Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$38M411.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$130,7891.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$24,575267Q1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M14.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M137.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$10M112.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$497,7525.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$556,0146.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$27M288.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$17,976140Q3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$11M121.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M40.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$253M2.75MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$6M69.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M63.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$46M501.6KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$254,3602.0KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$176M1.91MQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$7,23466Q4 2025OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.01%$225,2131.8KQ3 2025OLDER
State of Wyoming$844M AUM0.01%$49,794541Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.01%$979,3658.9KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$818,5128.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M15.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$26,635243Q2 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$262,9632.0KQ3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$9M97.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$207,6011.9KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$334,5853.6KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$262,2222.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$1M13.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M31.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$165,4881.8KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$334,5653.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M13.5KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$682,2937.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$2M19.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$125,4681.6KQ2 2026
MGO ONE SEVEN LLC$5.0B AUM0.00%$227,3312.1KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$17M185.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M12.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$38,738420.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M41.5KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$224,2622.0KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M26.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M54.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$34M364.7KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M15.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M12.8KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$12M113.3KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$498,4895.4KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$7,08877Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$64M581.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$3M34.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$1M8.8KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$212,8631.9KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$371,1164.0KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$3M29.9KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$529,5065.8KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$6,25968Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M27.7KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$277,3173.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$189,0502.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$419,8874.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M18.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M41.2KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$258,6322.8KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M21.1KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,28946.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$50M552.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M16.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$359,3243.9KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$422,8314.6KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M32.7KQ3 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$234,3462.1KQ4 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$292,5033.2KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$294,5283.2KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$618,0496.7KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$22,326273Q1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$241,6052.6KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$261,2832.4KQ4 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.00%$250,0732.7KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$994,67610.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$8M60.6KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$14M147.4KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$244,8692.2KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$433,3244.7KQ2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6M62.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M12.9KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$171,0101.9KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M38.6KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$285,6442.6KQ4 2025OLDER
City State Bank$385M AUM0.00%$9,204100Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M24.3KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$8,55078Q4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$142,5241.1KQ3 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$61,632480Q3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$462,2403.6KQ3 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$968,6248.8KQ4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$590,2516.4KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M19.9KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$44,916488Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$239,7642.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$719,7997.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$27M293.9KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$21,445233Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$66,453722Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M75.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$12M128.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$23,563256Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$366,3194.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$434,3304.0KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$8M83.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$361,8093.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M12.3KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$298,3943.2KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$223,5441.7KQ3 2025OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.00%$7,83261Q3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$20,709225Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M33.6KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$413,3514.5KQ2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$265,6952.4KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$410,8854.5KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$270,5982.9KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$131,1571.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$343,1253.7KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$465,8583.6KQ4 2025OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$2,07627Q2 2026
MASECO LLP$3.2B AUM0.00%$30,365277Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M122.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M25.0KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$303,5483.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M19.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M26.9KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$9,481103Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$11,689127Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$81,732888Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$31,167345Q1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$3,83635Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$3M27.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$208,4712.3KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$291,4913.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$181,3192.0KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,38418Q2 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$29,048265Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$4,75137Q3 2025OLDER
Amundi$367.1B AUM0.00%$4M39.0KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$11,321123Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$690,2107.5KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$2,30125Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$773,1368.4KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$4,23446Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$263,9712.9KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M41.6KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$20,986228Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$863,6119.4KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$43,904477Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$47,309514Q2 2026
HighTower Advisors, LLC$94.2B AUM0.00%$775,5298.4KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,56517Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$4,41848Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$7,27179Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$452,1934.9KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,47316Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$35,159382Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$4,22855Q2 2026
HM PAYSON & CO$6.9B AUM0.00%$50,070544Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$9,756106Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M11.4KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$331,6203.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M12.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$780,6838.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$384,8264.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$134,7471.5KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,11723Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$209,4651.9KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$50,364552Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,03833Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M15.4KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$112,9341.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,76130Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$410,6824.5KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$77,130838Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$6,42050Q3 2025OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,08434Q1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$2,31118Q3 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$7368Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$5526Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$11,81392Q3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$235,8442.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$314,2854.1KQ2 2026
Westfuller Advisors, LLC$232M AUM0.00%$90610Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$6,62772Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$37,000402Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$71,699779Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$201,5682.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,28914Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$226,4182.5KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$3,95843Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$8,65294Q1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$92010Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$26,968293Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$277,4093.0KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$3,17929Q4 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$3,40537Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$11,455149Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$774,3328.4KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$53,158414Q3 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,01211Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$4605Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$4,69451Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$45,100490Q1 2026OLDER

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