SEC 13F Intelligence

OSKOSHKOSH CORP

CUSIP 688239201 · Yahoo Finance ↗ · Google Finance ↗

Oshkosh Corp (OSK) has 582 institutional holders in Filings Flow’s 13F database, together reporting 61.05M shares worth $8.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Aristotle Capital Management, LLC.

Institutional Holders
582
Q1 2026
Reported Value
$8.4B
Ticker
OSK
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 348Q4 ’18Q1 ’19: 367Q2 ’19: 367Q2 ’19Q3 ’19: 348Q2 ’21: 417Q2 ’21Q4 ’21: 411Q4 ’22: 359Q4 ’22Q4 ’25: 548Q1 ’26: 582Q1 ’26Q2 ’26: 30filingsflow.com
Total reported value
Q4 ’18: $26.2BQ4 ’18Q1 ’19: $47.3BQ2 ’19: $12.9BQ2 ’19Q3 ’19: $18.7BQ2 ’21: $18.9BQ2 ’21Q4 ’21: $21.7BQ4 ’22: $2.6BQ4 ’22Q4 ’25: $7.7BQ1 ’26: $8.4BQ1 ’26Q2 ’26: $35Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ATLANTIC INVESTMENT MANAGEMENT, INC.$172M AUM11.69%$20M136.3KQ1 2026OLDER
Lodge Hill Capital, LLC$518M AUM6.82%$35M240.0KQ1 2026OLDER
GREENHAVEN ASSOCIATES INC$6.1B AUM6.14%$373M2.53MQ1 2026OLDER
Southpoint Capital Advisors LP$4.9B AUM4.09%$176M1.40MQ4 2025OLDER
Expect Equity LLC$104M AUM3.28%$3M23.2KQ1 2026OLDER
Kessler Investment Group, LLC$211M AUM3.02%$6M43.3KQ1 2026OLDER
TOWLE & CO$257M AUM2.61%$7M45.7KQ1 2026OLDER
Skylands Capital, LLC$763M AUM2.59%$20M134.4KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM2.27%$5M33.3KQ4 2025OLDER
Covalis Capital LLP$1.6B AUM2.06%$18M136.4KQ3 2025OLDER
EQUITY INVESTMENT CORP$5.1B AUM1.75%$89M607.2KQ1 2026OLDER
Galibier Capital Management Ltd.$300M AUM1.61%$5M37.2KQ3 2025OLDER
Alessandra Capital Management, LLC$113M AUM1.57%$2M14.1KQ1 2026OLDER
Aristotle Capital Management, LLC$47.8B AUM1.54%$736M5.00MQ1 2026OLDER
Virtus Family Office LLC$117M AUM1.27%$1M11.8KQ4 2025OLDER
Bragg Financial Advisors, Inc$3.2B AUM1.20%$38M257.4KQ1 2026OLDER
Future Fund LLC$284M AUM1.13%$3M21.8KQ1 2026OLDER
Midwest Professional Planners, LTD.$425M AUM1.09%$5M31.3KQ1 2026OLDER
BOWEN HANES & CO INC$4.1B AUM0.99%$41M277.4KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.99%$8M56.7KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.77%$16M110.4KQ1 2026OLDER
Monument Capital Management$399M AUM0.68%$3M18.5KQ1 2026OLDER
SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM0.66%$5M31.0KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.64%$19M143.5KQ3 2025OLDER
Fulcrum Asset Management LLP$662M AUM0.63%$4M30.3KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.59%$2M19.4KQ4 2025OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.59%$3M19.4KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.56%$780,6555.3KQ1 2026OLDER
STEINBERG ASSET MANAGEMENT LLC$154M AUM0.55%$848,6665.8KQ1 2026OLDER
Friedenthal Financial$199M AUM0.54%$1M8.0KQ3 2025OLDER
17 CAPITAL PARTNERS, LLC$194M AUM0.52%$1M6.9KQ1 2026OLDER
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$181M AUM0.49%$892,8606.1KQ1 2026OLDER
Richwood Investment Advisors, LLC$130M AUM0.49%$638,8914.3KQ1 2026OLDER
Stablepoint Partners, LLC$723M AUM0.45%$3M21.2KQ2 2026
Corient IA LLC$106M AUM0.45%$474,0163.2KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.43%$9M72.9KQ3 2025OLDER
NICOLET ADVISORY SERVICES, LLC$1.5B AUM0.43%$6M42.6KQ4 2025OLDER
Nierenberg Investment Management Company, LLC$201M AUM0.42%$846,4585.8KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.42%$1M9.3KQ3 2025OLDER
DUMONT & BLAKE INVESTMENT ADVISORS LLC$400M AUM0.41%$2M11.1KQ1 2026OLDER
Cottage Street Advisors LLC$231M AUM0.40%$934,1656.3KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.40%$7M44.3KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.40%$3M23.3KQ1 2026OLDER
Kaydan Wealth Management, Inc.$299M AUM0.39%$1M8.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.39%$18M123.7KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.37%$6M46.3KQ4 2025OLDER
Covea Finance$2.9B AUM0.36%$10M69.1KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.36%$21M139.3KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.34%$15M100.3KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.32%$1M10.5KQ4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.30%$7M50.2KQ1 2026OLDER
True Vision MN LLC$194M AUM0.29%$567,6423.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.29%$727,3376.4KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.29%$7M56.4KQ3 2025OLDER
ALTRINSIC GLOBAL ADVISORS LLC$2.8B AUM0.28%$8M53.9KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.28%$75M507.1KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.27%$3M18.8KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.26%$1M9.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.26%$2M12.7KQ3 2025OLDER
WASATCH ADVISORS LP$15.1B AUM0.25%$38M260.7KQ1 2026OLDER
FORTRESS FINANCIAL GROUP, LLC$135M AUM0.24%$324,9192.2KQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.24%$1M8.9KQ1 2026OLDER
NICOLET BANKSHARES INC$2.7B AUM0.23%$6M42.7KQ1 2026OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.23%$400,4112.7KQ1 2026OLDER
MQS Management LLC$148M AUM0.23%$388,3223.0KQ3 2025OLDER
Register Financial Advisors LLC$271M AUM0.22%$593,5354.0KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.21%$65M438.9KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.21%$11M76.9KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.21%$4M30.4KQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.21%$564,2563.8KQ1 2026OLDER
Bowman & Co S.C.$237M AUM0.20%$485,1273.9KQ4 2025OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.19%$594,4344.0KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.19%$561,3123.8KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.18%$17M115.8KQ1 2026OLDER
FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM0.18%$2M14.1KQ1 2026OLDER
POINCIANA ADVISORS GROUP, LLC$127M AUM0.18%$230,3841.6KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.18%$621,3734.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.17%$1M7.2KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.17%$4M30.0KQ4 2025OLDER
Numerai GP LLC$997M AUM0.17%$2M11.4KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.17%$594,7284.0KQ1 2026OLDER
ADVISORTRUST PARTNERS, LLC$240M AUM0.16%$393,7872.7KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.16%$1M9.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.16%$10M66.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.16%$8M57.4KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.16%$14M115.1KQ4 2025OLDER
Caitlin John, LLC$167M AUM0.15%$255,7041.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.15%$8M54.6KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.14%$5M37.2KQ1 2026OLDER
True North Advisors, LLC$877M AUM0.14%$1M8.6KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM0.14%$3M18.2KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.14%$531,1343.6KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.14%$600,7644.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.14%$190M1.29MQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.13%$5M38.0KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.13%$2M12.3KQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.13%$250,2571.7KQ1 2026OLDER
Borer Denton & Associates, Inc.$280M AUM0.12%$341,5272.3KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.12%$2M13.0KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.12%$2M12.7KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.12%$1M8.5KQ3 2025OLDER
BURNEY CO/$3.2B AUM0.12%$4M25.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.11%$2M11.7KQ3 2025OLDER
Curat Global, LLC$102M AUM0.10%$104,225708Q1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.10%$285,5871.9KQ1 2026OLDER
TritonPoint Partners, LLC$272M AUM0.10%$265,8611.8KQ1 2026OLDER
M&G Plc$19.4B AUM0.09%$18M125.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.09%$449M3.05MQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.09%$530,3434.1KQ3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.09%$68M461.9KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.09%$792,1375.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.09%$5M37.6KQ3 2025OLDER
Requisite Capital Management, LLC$537M AUM0.09%$538,9034.2KQ3 2025OLDER
One Capital Management, LLC$3.6B AUM0.09%$3M22.4KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.09%$273,1482.1KQ3 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.09%$1M8.1KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.09%$1M8.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.09%$193M1.36MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.09%$357,7942.8KQ4 2025OLDER
McGlone Suttner Wealth Management, Inc.$755M AUM0.09%$658,7424.5KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.09%$6M43.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.09%$5M33.6KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.08%$23M154.4KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.08%$2M13.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.08%$47M316.1KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$255,5092.0KQ3 2025OLDER
AVAII WEALTH MANAGEMENT, LLC$287M AUM0.07%$214,3741.5KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.07%$209,9211.4KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.07%$2M10.4KQ1 2026OLDER
EVERPAR ADVISORS LLC$352M AUM0.07%$211,5411.4KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.07%$2M10.5KQ1 2026OLDER
Peterson Wealth Services$405M AUM0.07%$289,3292.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.07%$11M74.6KQ2 2026
K.J. Harrison & Partners Inc$608M AUM0.07%$412,1882.8KQ1 2026OLDER
Stiles Financial Services Inc$327M AUM0.07%$212,7171.4KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.06%$13M103.7KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.06%$2M15.0KQ4 2025OLDER
Impact Partnership Wealth, LLC$810M AUM0.06%$490,0413.9KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.06%$3M20.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.06%$951,8257.3KQ3 2025OLDER
Frisch Financial Group, Inc.$478M AUM0.06%$294,4202.0KQ1 2026OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.06%$294,4202.0KQ1 2026OLDER
Paragon Capital Management Ltd$476M AUM0.06%$290,9032.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.06%$19M130.3KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.06%$13M84.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$254,0242.0KQ4 2025OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM0.06%$355,2822.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.06%$17M116.0KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.06%$206,0941.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.05%$59M404.2KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.05%$628,1505.0KQ4 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.05%$276,9021.9KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.05%$10M67.6KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.05%$2M12.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M11.7KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.05%$968,9847.7KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.05%$429,6553.4KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$544,2353.7KQ1 2026OLDER
111 Capital$406M AUM0.05%$268,6092.1KQ3 2025OLDER
MAIRS & POWER INC$9.8B AUM0.05%$5M33.2KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.05%$878,6966.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.05%$204,9161.4KQ1 2026OLDER
Camelot Portfolios, LLC$135M AUM0.05%$77,514617Q4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M18.3KQ1 2026OLDER
Orange Investment Advisors, Inc.$772M AUM0.05%$361,5472.5KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.05%$29M198.5KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.05%$378,1822.6KQ1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.05%$1M7.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.05%$27M183.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.05%$681,6685.4KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.04%$288,8592.2KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$85M579.0KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.04%$6M43.4KQ1 2026OLDER
Allegiance Financial Group Advisory Services LLC$503M AUM0.04%$216,6931.5KQ1 2026OLDER
BAHL & GAYNOR INC$19.8B AUM0.04%$8M57.7KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.04%$322,0952.2KQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.04%$304,2832.1KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$293,2402.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$10M69.7KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.04%$4M24.2KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$699,8364.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.04%$251M1.71MQ1 2026OLDER
Addison Capital Co$562M AUM0.04%$215,1961.5KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M17.9KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$257,4552.0KQ3 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.04%$6M45.0KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.04%$2M11.3KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.04%$11M85.9KQ3 2025OLDER
DAVIS R M INC$5.6B AUM0.04%$2M13.9KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$305,3142.1KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.04%$6M45.3KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.04%$445,7793.4KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.04%$2M16.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.04%$10M64.9KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.04%$6M39.5KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.03%$255,5571.7KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.03%$60,379410Q1 2026OLDER
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$1.3B AUM0.03%$448,6963.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$411,8153.3KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M19.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$4M26.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$625M4.25MQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.03%$102M809.6KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.03%$339,0252.3KQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.03%$67,422458Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.03%$19M151.6KQ4 2025OLDER
TRITONPOINT WEALTH, LLC$934M AUM0.03%$373,1992.9KQ3 2025OLDER
Capital Research Global Investors$644.6B AUM0.03%$206M1.40MQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.03%$14M91.7KQ1 2026OLDER
Reyes Financial Architecture, Inc.$122M AUM0.03%$38,716263Q1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M14.2KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.03%$6M44.5KQ3 2025OLDER
Trust Point Inc.$1.2B AUM0.03%$367,1242.4KQ2 2026
MainStreet Investment Advisors LLC$665M AUM0.03%$205,3581.4KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.03%$21M165.9KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$26M202.8KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.03%$611,0174.7KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$990,1356.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.03%$4M25.2KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.03%$550,1243.7KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.03%$2M15.6KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.03%$21M141.1KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$8M57.6KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$690,8574.7KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.03%$3M21.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$42M283.3KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.03%$1M7.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$3M23.8KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$3M23.2KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.03%$236,2721.6KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$518,4743.5KQ1 2026OLDER
OARSMAN CAPITAL, INC.$806M AUM0.03%$206,5431.4KQ1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.03%$111,231756Q1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.03%$300,3082.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M13.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$15M102.5KQ1 2026OLDER
SYM FINANCIAL Corp$1.0B AUM0.03%$251,8761.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.03%$3M19.3KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.02%$128,092870Q1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.02%$1M7.7KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$5M31.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M123.8KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$13M89.1KQ1 2026OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM0.02%$976,8866.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.02%$21M145.1KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$26M175.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M9.7KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.02%$55,264375Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.02%$417,1932.8KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.02%$2M15.0KQ1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.02%$73,605500Q2 2026
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$396,1422.7KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M8.5KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$353,9512.7KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$21M163.6KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.02%$3M18.6KQ1 2026OLDER
CGN Advisors LLC$1.4B AUM0.02%$277,3381.8KQ2 2026
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M20.5KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$65M445.4KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.02%$127,625984Q3 2025OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.1B7.56MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$14M93.4KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.02%$805,6696.2KQ3 2025OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.02%$269,6891.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M12.9KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$1M8.5KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.02%$1M9.6KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.02%$486,2353.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.02%$17M115.0KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.02%$409,4733.2KQ3 2025OLDER
First Financial Bank - Trust Division$1.4B AUM0.02%$247,4101.6KQ2 2026
Quarry LP$558M AUM0.02%$98,189667Q1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.02%$532,9923.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$93M629.6KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M22.5KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$32,814253Q3 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$1M10.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M11.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M48.0KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.02%$180,7741.2KQ1 2026OLDER
ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM0.02%$25,126200Q4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$103M700.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$8M56.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$37M250.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.02%$6M39.7KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$229,5691.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M33.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$291M1.98MQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.02%$216,2531.4KQ2 2026
Tower View Wealth Management LLC$195M AUM0.02%$29,442200Q1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.02%$1M10.2KQ1 2026OLDER
Mubadala Investment Co PJSC$20.5B AUM0.02%$3M20.9KQ4 2025OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.02%$439,7053.5KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$3M17.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$58M393.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$207,2591.5KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$266,1842.1KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$1M9.5KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$4M24.7KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M9.2KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$1M8.5KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.01%$252,0621.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$976M7.77MQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$8M55.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$8M51.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$56M382.3KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$9M67.0KQ3 2025OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM0.01%$24,878169Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$710,2884.8KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$533,9284.3KQ4 2025OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$354,1872.4KQ1 2026OLDER
Confluence Wealth Services, Inc.$2.6B AUM0.01%$341,5282.3KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$308,6992.1KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$314,7352.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$6M43.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M19.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$1M7.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M6.8KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$375,6802.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M22.4KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.01%$317,6792.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$396,8792.7KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M24.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M24.5KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$313,8522.1KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.01%$829,6765.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$17,380134Q3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$8M51.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M15.8KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M15.2KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.01%$17,960122Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$89M603.6KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$270,4251.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$187M1.27MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$11M74.2KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$19M126.5KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.01%$2M14.2KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.01%$29,442200Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$31,139240Q3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$21M141.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$495,1083.9KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$40M273.3KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$214,7791.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$309M2.10MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$18M125.1KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$927,8656.3KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$307,8842.4KQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$144M978.6KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$466,3163.1KQ1 2026OLDER
Capital International Investors$426.5B AUM0.01%$44M300.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$413M2.81MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$10M70.4KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.01%$28,967223Q3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$420,9863.4KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$327,3932.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M43.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M13.5KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.01%$603,7084.1KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$458,8543.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$32,681222Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M43.9KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$379,2432.9KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$291,3302.0KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$6M42.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$21M141.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M11.1KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$507,0103.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$9M64.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$1M8.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$333,8732.3KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M24.8KQ4 2025OLDER
M&T BANK CORP$29.2B AUM0.01%$3M17.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$390,2542.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M39.9KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$46M313.4KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M7.7KQ1 2026OLDER
Annex Advisory Services, LLC$5.3B AUM0.01%$425,0292.9KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M10.4KQ3 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$3M20.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$50M340.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.01%$13,69193Q1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.01%$277,0491.9KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$256,4651.7KQ2 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M9.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$606,2904.8KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$117M930.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M16.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$814,5145.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$6M36.0KQ2 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$314,2932.1KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.01%$11,04175Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$9,12762Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M24.5KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.01%$2M15.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.01%$1M7.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M25.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M50.1KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$358,4912.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$728,9375.0KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.01%$240,1961.6KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.01%$68,913449Q2 2026
GAMMA Investing LLC$2.7B AUM0.01%$165,6051.1KQ2 2026
Smartleaf Asset Management LLC$2.8B AUM0.01%$169,6371.2KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$3M19.7KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$470,9253.2KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$244,2241.7KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$7M46.9KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$270,8661.8KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$568,5203.9KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$77,128523Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$6M37.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$818,3405.6KQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.01%$226,6371.8KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M16.4KQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$38M304.1KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M8.9KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$48,432329Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$25M167.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$497,5703.4KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.01%$22,082150Q1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$376,7583.0KQ4 2025OLDER
Quattro Advisors LLC$115M AUM0.01%$6,29550Q4 2025OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$280,0671.9KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$12,07282Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$43M289.6KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$17,345118Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M7.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$22,111176Q2 2026
Forum Financial Management, LP$7.1B AUM0.00%$352,2662.8KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$307,0802.1KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$2M12.4KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$12,51385Q1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$49,168334Q1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$12,970100Q3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$19M127.2KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.00%$268,9531.8KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$3M25.8KQ4 2025OLDER
World Investment Advisors$6.2B AUM0.00%$266,3031.8KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$91,276620Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M19.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$6M43.9KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$906,3447.0KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M21.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M23.6KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$1M10.8KQ3 2025OLDER
EASTERN BANK$6.5B AUM0.00%$263,8321.7KQ2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M15.3KQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$1M7.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$14M98.4KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$499,3373.4KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$523,3323.6KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$209,9351.4KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1M9.0KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$213,1601.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$717,5144.9KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.00%$388,5743.1KQ2 2026
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$311,6442.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M20.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$276,3862.2KQ4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$39,115265Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$255,7682.0KQ3 2025OLDER
Ethic Inc.$6.4B AUM0.00%$212,0111.4KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$681,1414.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$674,0034.6KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$6,687583Q1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$279,8932.2KQ3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$13,83894Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$5,57038Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$13M87.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M14.4KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$202,4141.4KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$592,0794.0KQ1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$14,721100Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$583,2464.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M7.5KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$260,6351.8KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$10,17681Q4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M17.6KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$734,2835.0KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$44,163300Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$11,58379Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$402,9052.7KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$208,1461.4KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.00%$3,97527Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$55,151375Q1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$6,87453Q3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$5M32.4KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$422,3683.4KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M30.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M10.8KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$21,345145Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$478,4333.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$110,408750Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M31.9KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$147,2101.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$12M80.4KQ2 2026
Independent Advisor Alliance$9.3B AUM0.00%$207,0871.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M22.2KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$12,563100Q4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$392,2182.7KQ1 2026OLDER

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