OMEROMEROS CORP
CUSIP 682143102 · Yahoo Finance ↗ · Google Finance ↗
Omeros Corp (OMER) has 159 institutional holders in Filings Flow’s 13F database, together reporting 30.88M shares worth $289M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
159
Q1 2026
Reported Value
$289M
Ticker
OMER
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| KOTLER KEVIN$427M AUM | 4.53% | $19M | 1.12M | Q4 2025OLDER |
| Ikarian Capital, LLC$1.2B AUM | 2.01% | $26M | 1.50M | Q4 2025OLDER |
| Clutterbuck Capital Management LLC$164M AUM | 1.93% | $3M | 300.0K | Q1 2026OLDER |
| Affinity Asset Advisors, LLC$1.9B AUM | 0.40% | $5M | 1.13M | Q3 2025OLDER |
| Informed Momentum Co LLC$866M AUM | 0.40% | $4M | 207.5K | Q4 2025OLDER |
| Prosight Management, LP$610M AUM | 0.30% | $2M | 174.8K | Q1 2026OLDER |
| AMERICAN FINANCIAL GROUP INC$270M AUM | 0.25% | $677,033 | 64.1K | Q1 2026OLDER |
| Kynam Capital Management, LP$1.6B AUM | 0.22% | $3M | 200.0K | Q4 2025OLDER |
| Optimize Financial Inc$203M AUM | 0.20% | $405,578 | 38.4K | Q1 2026OLDER |
| MINDSET WEALTH MANAGEMENT, LLC$372M AUM | 0.17% | $628,320 | 59.5K | Q1 2026OLDER |
| nVerses Capital, LLC$110M AUM | 0.14% | $152,106 | 14.4K | Q1 2026OLDER |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.13% | $2M | 100.0K | Q4 2025OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.10% | $7M | 388.3K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.08% | $503,818 | 47.7K | Q1 2026OLDER |
| Cypress Capital Group$889M AUM | 0.08% | $721,350 | 42.0K | Q4 2025OLDER |
| Diametric Capital, LP$385M AUM | 0.08% | $309,640 | 29.3K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.08% | $283,694 | 26.9K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.07% | $3M | 180.0K | Q4 2025OLDER |
| Breakwater Investment Management$269M AUM | 0.07% | $180,027 | 17.0K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.06% | $527,219 | 49.9K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.06% | $8M | 475.7K | Q4 2025OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.06% | $3M | 263.6K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $409,886 | 38.8K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 0.05% | $241,402 | 22.9K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.04% | $2M | 200.0K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.04% | $175,872 | 10.2K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $2M | 195.8K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.03% | $1M | 115.0K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $157,431 | 49.2K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $19M | 1.83M | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.02% | $218,391 | 53.3K | Q3 2025OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.02% | $200,450 | 19.0K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.01% | $979,535 | 92.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 801.4K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.01% | $5M | 318.9K | Q4 2025OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $218,032 | 20.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $111,529 | 11.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $571,613 | 54.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $303,087 | 17.6K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $33,697 | 3.2K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $1M | 141.0K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $222,816 | 21.1K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.01% | $1M | 300.0K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.01% | $285,120 | 27.0K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.01% | $71,340 | 17.4K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $227,088 | 13.2K | Q4 2025OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.01% | $7,698 | 729 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $70,064 | 5.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $540,281 | 51.2K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $1M | 63.5K | Q4 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $112,464 | 10.7K | Q1 2026OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.00% | $128,093 | 12.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $344,908 | 20.1K | Q4 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $17,366 | 1.8K | Q2 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $105,600 | 10.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $25M | 2.34M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $232,584 | 22.0K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.00% | $49,200 | 12.0K | Q3 2025OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.00% | $5,668 | 330 | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $180,338 | 10.5K | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.00% | $129,310 | 31.5K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $161,051 | 15.3K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.00% | $24,612 | 1.4K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $90,255 | 5.3K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $652,650 | 38.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 286.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $88,820 | 8.4K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6M | 568.4K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $1M | 66.3K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $285,046 | 27.0K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $147,595 | 14.3K | Q2 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $407,975 | 38.6K | Q1 2026OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $6,533 | 485 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $192,995 | 18.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 344.5K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 410.6K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $9,990 | 946 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $609,048 | 57.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $15M | 1.40M | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $53,085 | 5.0K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $38,544 | 3.6K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $172,762 | 16.4K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.00% | $1,637 | 155 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $73,920 | 7.0K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 0.00% | $242,880 | 23.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $12,999 | 1.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $5M | 492.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 110.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $8M | 714.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $19M | 1.75M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $649,873 | 61.5K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $403,783 | 38.2K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $88,178 | 21.5K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $300,432 | 28.4K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $69M | 4.01M | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $56M | 5.31M | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $217,554 | 12.7K | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $6M | 582.5K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 102.8K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $529,373 | 50.1K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $883,682 | 83.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $85,840 | 7.1K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $232,518 | 30.9K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $465,425 | 27.1K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $32M | 2.98M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $6M | 563.9K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $407,658 | 38.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $411,840 | 39.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $20M | 1.92M | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $10,560 | 1.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $637,534 | 155.5K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $809,963 | 193.8K | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $502,467 | 47.6K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $129,867 | 12.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 351.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $333,548 | 31.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $334,763 | 31.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $751,534 | 71.2K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 154.2K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $8M | 718.7K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $307,116 | 29.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 386.2K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $2M | 179.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $190,478 | 17.5K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 67.0K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $2M | 187.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 166.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $218,729 | 20.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $600,948 | 56.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 180.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 117.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $124,597 | 11.8K | Q1 2026OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $16,716 | 1.6K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $396,274 | 37.5K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.00% | $859 | 50 | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $112,295 | 10.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 202.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 118.3K | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $434,238 | 41.1K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $138,526 | 13.1K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $581,117 | 55.0K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $7,085 | 745 | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,364 | 508 | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $136,277 | 12.9K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $194,874 | 18.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $147,818 | 14.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 204.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $222,256 | 21.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $318,679 | 30.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $7,920 | 750 | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $325,143 | 30.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $7,065 | 669 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $36,168 | 3.4K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,134 | 107.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $88,185 | 8.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $139,100 | 13.2K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $121,683 | 11.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $474,377 | 44.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $433 | 41 | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $146,784 | 13.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $15,840 | 1.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $38,016 | 3.6K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $412 | 39 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $53,888 | 5.1K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,196 | 208 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $207,060 | 19.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $687 | 40 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $13,728 | 1.3K | Q2 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,217 | 128 | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $39,621 | 3.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,372 | 130 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $14,911 | 1.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $108,514 | 10.3K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $190 | 18 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $409,273 | 41.7K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $475 | 45 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,249 | 497 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $10,296 | 975 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $8,374 | 793 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $64,078 | 6.1K | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $38,871 | 3.7K | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $39,051 | 3.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $3,168 | 300 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $197,225 | 18.7K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $3 | 191 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $12,331 | 1.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $275 | 26 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $52 | 5 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,280 | 500 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3,982 | 377 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $107 | 26 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8,000 | 800 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5,776 | 547 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $138 | 13 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.