SEC 13F Intelligence

OPENOPENDOOR TECHNOLOGIES INC

CUSIP 683712103 · Yahoo Finance ↗ · Google Finance ↗

Opendoor Technologies Inc (OPEN) has 358 institutional holders in Filings Flow’s 13F database, together reporting 419.04M shares worth $2.0B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Vanguard Portfolio Management LLC, and Morgan Stanley.

Institutional Holders
358
Q1 2026
Reported Value
$2.0B
Ticker
OPEN
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 218Q2 ’21Q4 ’21: 299Q4 ’21Q4 ’22: 265Q4 ’22Q4 ’25: 351Q4 ’25Q1 ’26: 358Q1 ’26Q2 ’26: 19Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $11.5BQ2 ’21Q4 ’21: $13.8BQ4 ’21Q4 ’22: $245MQ4 ’22Q4 ’25: $2.4BQ4 ’25Q1 ’26: $2.0BQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Alpine Fox Capital LLC$154M AUM5.08%$8M1.67MQ1 2026OLDER
Proem Advisors LLC$1.7B AUM2.97%$28M3.50MQ3 2025OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM1.12%$8M980.8KQ3 2025OLDER
Alight Capital Management LP$417M AUM0.73%$3M650.0KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.63%$17M3.73MQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.50%$6M1.06MQ4 2025OLDER
SLT Holdings LLC$148M AUM0.50%$732,888156.6KQ1 2026OLDER
Faithward Advisors, LLC$701M AUM0.43%$3M504.6KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.32%$4M550.0KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.28%$12M2.47MQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.24%$2M325.0KQ4 2025OLDER
Bay Rivers Group$293M AUM0.23%$672,861145.6KQ2 2026
State of Wyoming$844M AUM0.23%$2M248.5KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.20%$3M589.4KQ1 2026OLDER
IPG Investment Advisors LLC$582M AUM0.20%$1M250.0KQ1 2026OLDER
Hidden Lake Asset Management LP$331M AUM0.19%$2M191.2KQ3 2025OLDER
TORNO CAPITAL, LLC$725M AUM0.19%$1M295.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.19%$294,45050.5KQ4 2025OLDER
Camelot Portfolios, LLC$143M AUM0.15%$244,86042.0KQ4 2025OLDER
Marex Group Ltd$15.8B AUM0.15%$23M4.93MQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.14%$19M4.07MQ1 2026OLDER
NWAM LLC$1.7B AUM0.12%$2M440.5KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.12%$10M2.04MQ1 2026OLDER
One River Asset Management, LLC$273M AUM0.11%$1M200.0KQ4 2025OLDER
International Private Wealth Advisors LLC$163M AUM0.11%$171,75421.6KQ3 2025OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.10%$6M1.30MQ1 2026OLDER
Oasis Advisors, LLC$509M AUM0.10%$512,656109.6KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.10%$340,73458.4KQ4 2025OLDER
VARCOV Co.$268M AUM0.10%$261,31255.8KQ1 2026OLDER
Beirne Wealth Consulting Services, LLC$503M AUM0.09%$324,18355.6KQ4 2025OLDER
Clearline Capital LP$1.9B AUM0.09%$2M385.9KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.09%$368,27478.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.09%$55M11.81MQ1 2026OLDER
Activest Wealth Management$569M AUM0.09%$484,146103.5KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.08%$3M615.8KQ1 2026OLDER
DKM Wealth Management, Inc.$139M AUM0.08%$112,37224.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.08%$20M4.31MQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.08%$527,464112.7KQ1 2026OLDER
Stonekeep Investments, LLC$154M AUM0.07%$110,13223.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.07%$8M1.65MQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.07%$819,000175.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.06%$14M2.94MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$1M229.1KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$406,17069.7KQ4 2025OLDER
R Squared Ltd$182M AUM0.05%$98,56521.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$48M10.16MQ1 2026OLDER
GREENBERG FINANCIAL GROUP$270M AUM0.05%$138,60030.0KQ2 2026
Allianz Asset Management GmbH$95.4B AUM0.05%$46M5.76MQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.05%$3M712.6KQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.05%$692,284147.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$11M2.25MQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.05%$6M1.01MQ4 2025OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.05%$163,80035.0KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.04%$2M341.2KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.04%$983,498123.4KQ3 2025OLDER
Murchinson Ltd.$791M AUM0.04%$334,74042.0KQ3 2025OLDER
Prosperity Financial Group, Inc.$271M AUM0.04%$115,56514.5KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$69M14.65MQ1 2026OLDER
Aristides Capital LLC$462M AUM0.04%$278,95035.0KQ3 2025OLDER
Havemeyer Place LP$867M AUM0.04%$342,48273.2KQ1 2026OLDER
CATALYST PRIVATE WEALTH, LLC$185M AUM0.04%$69,06314.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.04%$2M516.2KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.04%$213,40845.6KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.04%$95,02916.3KQ4 2025OLDER
BXM Wealth LLC$130M AUM0.04%$46,80010.0KQ1 2026OLDER
Skaana Management L.P.$296M AUM0.04%$110,77019.0KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$468,000100.0KQ1 2026OLDER
Delta Investment Management, LLC$559M AUM0.04%$199,56925.0KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$66M14.20MQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.03%$446,382187.3KQ3 2025OLDER
a16z Perennial Management, L.P.$1.2B AUM0.03%$403,24250.6KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$883,309151.5KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.03%$291,50050.0KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.03%$1M147.0KQ3 2025OLDER
Capstone Financial Advisors, Inc.$1.9B AUM0.03%$520,06765.3KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.03%$37M4.56MQ3 2025OLDER
Carnegie Lake Advisors LLC$252M AUM0.03%$65,89414.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$32M6.77MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$5M639.8KQ3 2025OLDER
MARIPAU WEALTH MANAGEMENT LLC$227M AUM0.02%$54,95711.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M395.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$941,148201.1KQ1 2026OLDER
MYECFO, LLC$239M AUM0.02%$54,52211.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$892,536112.0KQ3 2025OLDER
Sigma Planning Corp$3.6B AUM0.02%$764,244163.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$51M10.84MQ1 2026OLDER
Emerald Advisors, LLC$808M AUM0.02%$170,04336.3KQ1 2026OLDER
Lakeridge Wealth Management LLC$233M AUM0.02%$48,37010.3KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.02%$860,760108.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.02%$110,36024.9KQ1 2026OLDER
COFG Advisors, LLC$404M AUM0.02%$75,73216.2KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$194,10433.3KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.02%$301M51.59MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$328M70.07MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$106M22.65MQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.02%$698,916149.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$144,79530.9KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.02%$329,23841.3KQ3 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.02%$886,867198.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.02%$123M26.37MQ1 2026OLDER
Liberty Mutual Group Asset Management Inc.$1.2B AUM0.02%$195,20741.7KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.02%$652,738139.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$214,56247.0KQ1 2026OLDER
Covalis Capital LLP$1.6B AUM0.01%$119,55015.0KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$517,09888.7KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M885.7KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$116M24.81MQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$233,78340.1KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.01%$7M1.59MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$401,11885.7KQ1 2026OLDER
United Capital Management of KS, Inc.$660M AUM0.01%$77,95516.7KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$74,9789.4KQ3 2025OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.01%$204,06243.6KQ1 2026OLDER
Security National Bank$838M AUM0.01%$73,7239.3KQ3 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.01%$202,16243.2KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$235,23150.3KQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.01%$27,8205.2KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.01%$138,82117.4KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.01%$50,53010.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.01%$82,09217.5KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.01%$131,60624.5KQ1 2026OLDER
FRG Family Wealth Advisors LLC$611M AUM0.01%$62,87613.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M430.0KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.01%$99,44212.5KQ3 2025OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.01%$14,7681.9KQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$235,68950.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$643M110.26MQ4 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$745,056159.2KQ1 2026OLDER
VICTORY FINANCIAL GROUP, LLC$814M AUM0.01%$72,81712.5KQ4 2025OLDER
StoneX Group Inc.$1.9B AUM0.01%$164,70835.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$42M9.07MQ1 2026OLDER
TRB Wealth Management, LLC$704M AUM0.01%$61,71513.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M483.6KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$643,341110.3KQ4 2025OLDER
L & S Advisors Inc$795M AUM0.01%$67,88314.5KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.01%$16,0003.3KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.01%$136,02028.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$53M11.23MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$733,838156.8KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.01%$63,57712.3KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.01%$1M193.3KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$275,91459.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M1.58MQ1 2026OLDER
MILLER WEALTH ADVISORS, LLC$260M AUM0.01%$19,0244.1KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.01%$11514.5KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$11M2.31MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$972,536207.8KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M248.9KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$766,42796.2KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M1.18MQ1 2026OLDER
Tamar Securities, LLC$934M AUM0.01%$58,00012.4KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$15,5421.9KQ3 2025OLDER
Traynor Capital Management, Inc.$1.7B AUM0.01%$106,35913.3KQ3 2025OLDER
Permanens Capital L.P.$776M AUM0.01%$46,80010.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M691.6KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$208,58845.1KQ2 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.01%$83,55010.5KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$23M4.90MQ1 2026OLDER
Resolute Advisors LLC$242M AUM0.01%$14,0403.0KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M250.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$162,84427.9KQ4 2025OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.01%$85,47018.5KQ2 2026
McGuire Investment Group, LLC$885M AUM0.01%$46,80010.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$126,73915.9KQ3 2025OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.01%$65,54711.2KQ4 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$218,50946.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$2M512.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$34M7.18MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$5M1.00MQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$15,1303.2KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$355,83744.6KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.00%$261,31256.6KQ2 2026
Swiss National Bank$173.8B AUM0.00%$8M1.79MQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$623,501106.9KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$805,706138.2KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$1M283.2KQ1 2026OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.00%$143,06824.5KQ4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.00%$136,81029.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M420.6KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$1M220.0KQ1 2026OLDER
Moss Adams Wealth Advisors LLC$1.4B AUM0.00%$58,60312.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$9M1.87MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M4.01MQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$781,089166.9KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.00%$79,70010.0KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$166M35.54MQ1 2026OLDER
SP Asset Management LLC$1.1B AUM0.00%$46,80010.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$636,012135.9KQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.00%$68,61911.8KQ4 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.00%$56,16012.0KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$191,73641.5KQ2 2026
Alphadyne Asset Management LP$5.8B AUM0.00%$169,65329.1KQ4 2025OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$28,0806.0KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.00%$116,15415.3KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$387,59882.8KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$100,62521.5KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.00%$77,57616.6KQ1 2026OLDER
PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM0.00%$99,80621.3KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.00%$64,55611.1KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$933,192199.4KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.00%$76,89216.4KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$171,75421.6KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$58M12.33MQ1 2026OLDER
DB Fitzpatrick & Co, Inc$117M AUM0.00%$4,165890Q1 2026OLDER
PFG Advisors$2.1B AUM0.00%$71,58515.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$129,96827.8KQ1 2026OLDER
Sand Hill Global Advisors, LLC$3.0B AUM0.00%$95,64012.0KQ3 2025OLDER
Defiance ETFs, LLC$7.0B AUM0.00%$232,92449.8KQ1 2026OLDER
Amundi$367.1B AUM0.00%$12M2.60MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$794,280169.7KQ1 2026OLDER
Clarity Asset Management, Inc.$198M AUM0.00%$6,3181.4KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.00%$51,48011.0KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.00%$59,03712.6KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.00%$205,00035.2KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M224.7KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$65,87911.3KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$226,58248.4KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$463,65299.1KQ1 2026OLDER
Performa Ltd (US), LLC$442M AUM0.00%$11,1581.4KQ3 2025OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$9,3602.0KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$7,9701.0KQ3 2025OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.00%$131,37228.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M377.4KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$141,85624.3KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.00%$103,78422.2KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$1M195.3KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.00%$229,49839.4KQ1 2026OLDER
Redwood Park Advisors LLC$150M AUM0.00%$3,985500Q3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$76,68813.2KQ4 2025OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$3,188400Q3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$4,232531.0KQ3 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$4,6801.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$10M2.08MQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$129,82222.3KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$313,44367.0KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$153,51832.8KQ1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$7,2681.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$37,0904.7KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M600.1KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$5,9491.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,883494.5KQ4 2025OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.00%$116,60020.0KQ4 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.00%$97,51512.2KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M226.8KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$35,0684.4KQ3 2025OLDER
Welch Group, LLC$2.7B AUM0.00%$58,30010.0KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$14M3.06MQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$83,64510.5KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$122,08020.9KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$18M3.95MQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M203.2KQ4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M202.4KQ4 2025OLDER
Advance Capital Management, Inc.$2.6B AUM0.00%$51,89711.1KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$84,77414.5KQ4 2025OLDER
Crewe Advisors LLC$1.2B AUM0.00%$21,0604.5KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$238,28750.9KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$101,24422.2KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$5M1.03MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M264.0KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$234,00050.0KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$71,75510.2KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$12M2.53MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$87M18.64MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$117,13625.0KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$93,78720.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M499.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7M1.52MQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.00%$48,20410.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$332,36541.7KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$5,0831.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$596,700127.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$279,15759.6KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$2,523539Q1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM0.00%$2,340500Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$727,478155.4KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$751,752160.6KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$11,9551.5KQ3 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$9,9742.1KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$63,57610.9KQ4 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$74,86116.0KQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM0.00%$73,13015.6KQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.00%$53,89511.5KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$47,57210.2KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2,631562Q1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$174,56437.3KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$11,7002.5KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.00%$3,276700Q1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$4,781820Q4 2025OLDER
Anfield Capital Management, LLC$363M AUM0.00%$3,744800Q1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$9,3602.0KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$519,302111.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$908,379194.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$28M5.98MQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M225.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$435,83491.9KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M397.2KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$53,86811.5KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$13,4092.3KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$90,64619.8KQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.00%$69,96012.0KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.00%$10,0732.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$206,82344.2KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$84,89518.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M320.4KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$57,85812.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$560,271119.7KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$8,4471.8KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M269.1KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$4,6801.0KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$76,08716.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$5,8301.0KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$698,818149.3KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$65,06911.2KQ4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$10,2022.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M664.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$490,671104.8KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$203,42143.5KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$243,00051.9KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$193,34241.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M310.1KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$300,50764.2KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$1,685289Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$16,3803.5KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$76,69616.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$9M2.07MQ1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.00%$1,458250Q4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$4,6801.0KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$15,9402.0KQ3 2025OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$75,49316.1KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$81,77817.5KQ1 2026OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$4,463560Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$39,8505.0KQ3 2025OLDER
Winch Advisory Services, LLC$438M AUM0.00%$2,246480Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M1.48MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$3M580.8KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$348,92074.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$55,54711.9KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$936200Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$87,79011.0KQ3 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$468100Q1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$116,71322.2KQ2 2026
Candriam S.C.A.$20.1B AUM0.00%$89,20315.3KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.00%$107,79023.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$2,363505Q1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$164,37635.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M247.0KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$244,43652.2KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$755,97894.9KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M282.1KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$561120Q1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$770132Q4 2025OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$165,28835.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$64,78113.8KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$339,39272.5KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$103,74622.2KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$133,62828.6KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,533263Q2 2026
SouthState Bank Corp$2.1B AUM0.00%$6,8851.5KQ1 2026OLDER
Friedenthal Financial$217M AUM0.00%$613105Q4 2025OLDER
Clark Wealth Partners$149M AUM0.00%$468100Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$653,846136.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$331,88370.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$115,24024.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$79,28416.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M272.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$18,8144.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$80,26217.1KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.00%$10,9601.9KQ4 2025OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$1,155250Q2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$63,24513.5KQ1 2026OLDER
Navalign, LLC$396M AUM0.00%$1,032177Q4 2025OLDER
Stephens Consulting, LLC$309M AUM0.00%$776133Q4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$838179Q1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$181,70040.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$10,2962.2KQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$26345Q4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$3,0401.9KQ4 2025OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$797100Q3 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$3,650780Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,614344.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$45,9819.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$13,9603.0KQ1 2026OLDER
Sarver Vrooman Wealth Advisors$168M AUM0.00%$32155Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5,4991.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$704,003150.4KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,530327Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$246,20452.6KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$601,038128.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,5831.2KQ1 2026OLDER
Family Legacy Financial Solutions, LLC$164M AUM0.00%$19925Q3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$126,70221.2KQ4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$36578Q1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$4,6201.0KQ2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$75,34516.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$101,05212.7KQ3 2025OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,170250Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$76,40616.3KQ1 2026OLDER
Morton Brown Family Wealth, LLC$378M AUM0.00%$468100Q1 2026OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$23450Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,594200Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$66,22214.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$74,20015.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$127,96027.3KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$1,404300Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$12226Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$44376Q4 2025OLDER
Foster Victor Wealth Advisors, LLC$1.7B AUM0.00%$1,62610.6KQ3 2025OLDER
Nvest Wealth Strategies, Inc.$143M AUM0.00%$14130Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$298,60363.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$36,9727.9KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$1,341230Q1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.00%$468100Q1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$59,64110.2KQ4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$75,31516.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$2,301498Q2 2026
CITIGROUP INC$234.5B AUM0.00%$194,91341.6KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$22548Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$293,65162.7KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$33,8145.8KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,324924Q2 2026
CVA Family Office, LLC$950M AUM0.00%$711152Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$415,00088.9KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.00%$9420Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$15727Q4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$632135Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$16,0782.8KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$819175Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$16,5673.5KQ2 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$3,080658Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$13,5352.9KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$2,494541Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$4,509978Q1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.00%$11725Q1 2026OLDER
Fairman Group, LLC$117M AUM0.00%$4710Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,3611.3KQ3 2025OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$6113Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$816140Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$739158Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$104,94018.0KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,993250Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$51,71411.1KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$12927Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$468100Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$68,5428.6KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$17,97428.8KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$8,6631.9KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,540970Q1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$1,676240Q3 2025OLDER
EASTERN BANK$6.5B AUM0.00%$1,179252Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$21,0564.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$99,67921.3KQ2 2026
MAI Capital Management$17.7B AUM0.00%$3,291703Q1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$9821Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$599128Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$468100Q1 2026OLDER
BERKSHIRE CAPITAL HOLDINGS INC$277M AUM0.00%$4710Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$15,7243.4KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.00%$2625Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$7,8881.4KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$16,4553.5KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$777166Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$7,0201.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$154,67633.0KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$194Q1 2026OLDER
MARYLAND CAPITAL ADVISORS INC.$312M AUM0.00%$194Q2 2026
Johnson Financial Group, Inc.$2.8B AUM0.00%$16020Q3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$378Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$143Q1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$245Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$133Q2 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$37480Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$6113Q1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$162Q3 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$11725Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$92Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4610Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$651139Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$51Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$51Q1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM$020Q4 2025OLDER

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