SEC 13F Intelligence

OROR ROYALTIES INC.

CUSIP 68390D106 · Yahoo Finance ↗ · Google Finance ↗

Or Royalties Inc. (OR) has 4 institutional holders in Filings Flow’s 13F database, together reporting 129.77M shares worth $3.9B as of Q1 2026. The largest reported holders are Edgepoint Investment Group Inc., Vanguard Group Inc, and Mirae Asset Global Etfs Holdings Ltd..

Institutional Holders
4
Q1 2026
Reported Value
$391,187
Ticker
OR
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 216Q4 ’25Q1 ’26: 250Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $3.7BQ4 ’25Q1 ’26: $3.9BQ1 ’26Q2 ’26: $391,187Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Verbena Value LP$611M AUM8.06%$49M1.29MQ1 2026OLDER
EdgePoint Investment Group Inc.$12.5B AUM5.94%$741M19.46MQ1 2026OLDER
Lane Generational LLC$126M AUM5.78%$7M191.1KQ1 2026OLDER
SPROTT INC.$3.4B AUM2.62%$90M2.36MQ1 2026OLDER
U S GLOBAL INVESTORS INC$858M AUM2.37%$20M534.6KQ1 2026OLDER
Scheer, Rowlett & Associates Investment Management Ltd.$1.4B AUM2.30%$32M840.5KQ1 2026OLDER
Extract Advisors LLC$287M AUM2.06%$6M155.3KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM1.93%$3M70.3KQ1 2026OLDER
McAlvany Wealth Management LLC$148M AUM1.88%$3M79.3KQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM1.59%$8M221.8KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM1.56%$6M163.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM1.08%$146M3.84MQ1 2026OLDER
Meixler Investment Management, Ltd.$186M AUM1.06%$2M49.0KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.94%$9M248.0KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.72%$67M1.75MQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.66%$8M200.0KQ1 2026OLDER
Elliott Investment Management L.P.$20.1B AUM0.59%$118M3.11MQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.56%$2M43.2KQ3 2025OLDER
FCA CORP /TX$354M AUM0.43%$2M39.6KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.42%$4M97.5KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.36%$268M7.06MQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.31%$4M96.5KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.30%$398,10810.47MQ1 2026OLDER
CVFG LLC$804M AUM0.29%$2M60.4KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.26%$7M205.2KQ4 2025OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.25%$553,06414.6KQ1 2026OLDER
Hara Capital LLC$200M AUM0.23%$450,99811.8KQ1 2026OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.22%$4M103.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.22%$104M2.73MQ1 2026OLDER
PCJ Investment Counsel Ltd.$352M AUM0.22%$880,85724.9KQ4 2025OLDER
Creekside Partners$243M AUM0.21%$520,87413.7KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.21%$7M179.1KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.21%$3M80.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.21%$33M858.6KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.20%$14M375.8KQ1 2026OLDER
PKO Investment Management Joint-Stock Co$1.2B AUM0.20%$2M62.3KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.19%$2M49.6KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.19%$2M48.3KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.18%$9M243.5KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.17%$74M1.93MQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.17%$239,9556.31MQ1 2026OLDER
Themes Management Co LLC$162M AUM0.15%$247,4296.5KQ1 2026OLDER
MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM0.15%$10M254.6KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.14%$90M2.38MQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.14%$293,5147.7KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.13%$305,2638.0KQ1 2026OLDER
SeaBridge Investment Advisors LLC$591M AUM0.12%$699,15018.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.11%$6M157.0KQ1 2026OLDER
TERRIL BROTHERS, INC.$366M AUM0.11%$403,01210.6KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.11%$5M118.5KQ1 2026OLDER
INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM0.10%$3M86.1KQ3 2025OLDER
Groupe la Francaise$7.3B AUM0.10%$8M200.0KQ1 2026OLDER
SIG North Trading, ULC$5.0B AUM0.10%$5M135.3KQ1 2026OLDER
New England Professional Planning Group Inc.$239M AUM0.10%$246,1586.5KQ1 2026OLDER
PECAUT & CO.$308M AUM0.10%$304,1608.0KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.09%$79M2.06MQ1 2026OLDER
NFSG Corp$608M AUM0.09%$591,43814.8KQ3 2025OLDER
Empirical Asset Management, LLC$379M AUM0.09%$326,6308.6KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.08%$2M62.1KQ1 2026OLDER
Regal Partners Ltd$1.8B AUM0.08%$1M38.1KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.08%$5M142.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.08%$140M3.68MQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.07%$696,90718.3KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.07%$91M2.39MQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.06%$3M77.6KQ1 2026OLDER
Addenda Capital Inc.$3.6B AUM0.06%$2M38.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$2M45.6KQ4 2025OLDER
Principle Wealth Partners LLC$1.7B AUM0.05%$932,09824.5KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.05%$838,18123.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.05%$15M389.5KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.05%$2M60.7KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$43M1.14MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.05%$30M783.3KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.05%$996,91326.2KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.04%$2M55.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.04%$357,4279.40MQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.04%$6M158.5KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.04%$12M349.9KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$808,80322.9KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.04%$218,0835.7KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.04%$6M160.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M80.8KQ4 2025OLDER
AA Financial Advisors, LLC$710M AUM0.03%$241,2756.3KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.03%$1M28.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$18M472.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$4M109.2KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.03%$771,19820.3KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.03%$75M1.96MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.03%$34M895.0KQ1 2026OLDER
Canoe Financial LP$7.3B AUM0.03%$2M52.6KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.03%$9M223.4KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.03%$10M273.6KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$7M191.8KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.02%$248,4236.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$831,73623.5KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$24M635.5KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$12M323.5KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.02%$660,36516.5KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$555,32014.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.02%$110M2.89MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$593,84314.8KQ3 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$4M105.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$44M1.16MQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.02%$339,7098.9KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.02%$11M284.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$63M1.66MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$4M93.5KQ1 2026OLDER
Boston Partners$95.5B AUM0.02%$15M386.4KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$211,6686.0KQ4 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.02%$11M282.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$29M751.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$1M28.7KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.01%$1M26.7KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M34.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M42.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M37.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$81M2.12MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$76M2.00MQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$23M591.3KQ1 2026OLDER
Amundi$367.1B AUM0.01%$44M1.15MQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$2M50.3KQ1 2026OLDER
Smith Salley Wealth Management$2.0B AUM0.01%$216,7145.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$311,3848.2KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$163,1064.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M34.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$15,018395Q1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$209,1105.5KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.01%$13,307350Q1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$25M660.1KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.01%$34,218900Q1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M69.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$14M374.4KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.01%$9M233.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$952,47825.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$7M196.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$30M777.8KQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.01%$206,4125.2KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M49.0KQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$55M1.45MQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$8M218.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M85.2KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$6M150.8KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$126M3.30MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$665,19317.5KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$1M29.3KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$7M194.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$53M1.40MQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM0.01%$13,497355Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M49.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M177.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M118.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$11M293.7KQ1 2026OLDER
City State Bank$385M AUM0.01%$21,862575Q1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$347,6549.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M48.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$26M677.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$908,50622.7KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.01%$314,5778.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$172,5724.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$209M5.49MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$393,69710.4KQ1 2026OLDER
Knoll Capital Management, LLC$180M AUM0.00%$8,555225.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M103.3KQ4 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$331,9918.7KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$11,406300Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$278M7.85MQ4 2025OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$859,02322.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$45,7771.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$426,73611.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M36.9KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$27,676739Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M51.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$337,9418.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M78.9KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$31,6301.0KQ2 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M50.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$27M716.4KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$530,37913.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$22M589.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$38M1.01MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$379,74410.0KQ1 2026OLDER
Bank & Trust Co$148M AUM0.00%$4,144109Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$240,5876.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$376,3989.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$100,0692.6KQ1 2026OLDER
Plato Investment Management Ltd$1.5B AUM0.00%$38,118958Q3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$203,9395.4KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$4M103.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$9,505250Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$42M1.18MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M107.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$16M422.3KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$312,6957.8KQ3 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$454,97512.0KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.00%$62,6131.6KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$222,1555.9KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$3M68.3KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$4,943130Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M33.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$4M103.8KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$231,9236.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M192.3KQ1 2026OLDER
Quarry LP$558M AUM0.00%$10,652301Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$2M59.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M132.1KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$3,802100Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M37.5KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$17,565462Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M53.3KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$826,97321.8KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$19,010500Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$9M247.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$28,879720Q1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$37,000966Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$46,5751.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$203,8265.4KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M117.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$868,76322.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$392,24110.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$841,45722.2KQ1 2026OLDER
Crews Bank & Trust$690M AUM0.00%$5,931156Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$441,03211.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$623,18616.4KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$23,912756Q2 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$949,05624.1KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$28,056700Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M271.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$509,12613.4KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,46091Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M29.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$19,010500Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$89,6562.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$300,6857.9KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$8,174215Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6,463170Q1 2026OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$7,604200Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M56.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M29.0KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$1,90150Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M34.7KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$4,821127Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$5M140.0KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$49413Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$79,6872.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$941,40926.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$305,1878.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$15,854417Q2 2026
Ramirez Asset Management, Inc.$832M AUM0.00%$2,12956Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$587,56515.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$201,5825.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$131,1693.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$264,0866.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$661,96717.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$437,11611.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$312,3378.2KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,77050Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$59,7671.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$264,9156.6KQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$75,9921.9KQ3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$63,7021.8KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,90150Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$357,8479.4KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$4,031106Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$36,1691.0KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$228,0115.7KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$319,7918.4KQ2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$79,7662.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$2,05354Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$82,0912.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$2M48.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15,208400Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1905Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$38911Q4 2025OLDER

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