OSURORASURE TECHNOLOGIES INC
CUSIP 68554V108 · Yahoo Finance ↗ · Google Finance ↗
Orasure Technologies Inc (OSUR) has 141 institutional holders in Filings Flow’s 13F database, together reporting 56.72M shares worth $170M as of Q1 2026. The largest reported holders are Blackrock, Inc., Private Management Group Inc, and Neuberger Berman Group LLC.
Institutional Holders
141
Q1 2026
Reported Value
$170M
Ticker
OSUR
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.00% | $20M | 6.52M | Q1 2026 |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.47% | $16M | 5.42M | Q1 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $13M | 4.36M | Q1 2026 |
| Altai Capital Management, L.P.$35M AUM | 30.95% | $11M | 3.61M | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $10M | 4.10M | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $9M | 3.03M | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $8M | 2.82M | Q1 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM | 0.17% | $7M | 2.48M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 2.08M | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.01% | $6M | 2.02M | Q1 2026 |
| CANNELL CAPITAL LLC$163M AUM | 3.69% | $6M | 2.00M | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $5M | 1.82M | Q1 2026 |
| GAGNON SECURITIES LLC$433M AUM | 1.19% | $5M | 1.71M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $5M | 1.70M | Q1 2026 |
| KOTLER KEVIN$427M AUM | 1.02% | $4M | 1.80M | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 1.38M | Q1 2026 |
| Gagnon Advisors, LLC$136M AUM | 2.66% | $4M | 1.21M | Q1 2026 |
| Peapod Lane Capital LLC$122M AUM | 2.49% | $3M | 1.02M | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $3M | 999.6K | Q1 2026 |
| Camber Capital Management LP$1.1B AUM | 0.25% | $3M | 900.0K | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 899.8K | Q1 2026 |
| Archon Capital Management LLC$177M AUM | 1.27% | $2M | 747.9K | Q1 2026 |
| Yorkville Advisors Global, LP$155M AUM | 1.23% | $2M | 635.0K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.00% | $2M | 574.3K | Q3 2025OLDER |
| Kent Lake PR LLC$198M AUM | 0.92% | $2M | 567.9K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 595.2K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $2M | 590.2K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $2M | 585.8K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $1M | 454.8K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 418.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 411.5K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $1M | 373.9K | Q1 2026 |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $1M | 363.3K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 360.5K | Q1 2026 |
| Intrinsic Edge Capital Management LLC$603M AUM | 0.17% | $1M | 349.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $992,703 | 330.9K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $973,551 | 324.5K | Q1 2026 |
| Steamboat Capital Partners, LLC$403M AUM | 0.27% | $968,000 | 400.0K | Q4 2025OLDER |
| Factorial Partners, LLC$138M AUM | 0.62% | $897,490 | 279.6K | Q3 2025OLDER |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.05% | $866,000 | 288.6K | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.02% | $853,689 | 284.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $729,882 | 243.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $654,699 | 218.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $601,131 | 200.4K | Q1 2026 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $599,772 | 199.9K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $588,000 | 195.8K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $572,595 | 190.9K | Q2 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $545,400 | 181.8K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $524,997 | 216.9K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $495,009 | 165.0K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $478,077 | 159.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $460,830 | 153.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $459,948 | 153.3K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $421,101 | 141.3K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $411,000 | 137.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $403,218 | 134.4K | Q1 2026 |
| Odyssean, LLC$274M AUM | 0.15% | $401,811 | 133.9K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $354,153 | 118.1K | Q1 2026 |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.12% | $347,601 | 115.9K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $347,142 | 115.7K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $345,516 | 115.2K | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $343,776 | 114.6K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $338,268 | 112.8K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $302,055 | 124.8K | Q1 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM | 0.00% | $297,732 | 99.2K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $280,137 | 93.4K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $254,871 | 85.0K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $251,094 | 83.7K | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.00% | $228,300 | 76.1K | Q2 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $223,173 | 74.4K | Q2 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $222,000 | 69.3K | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $194,415 | 64.8K | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $189,792 | 63.3K | Q1 2026 |
| T3 Companies, LLC$77M AUM | 0.23% | $187,308 | 77.4K | Q4 2025OLDER |
| State of Wyoming$844M AUM | 0.02% | $179,094 | 59.7K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $168,300 | 56.1K | Q1 2026 |
| Nierenberg Investment Management Company, LLC$201M AUM | 0.08% | $166,665 | 55.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $165,918 | 55.3K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.01% | $154,388 | 48.1K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $148,893 | 49.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $143,262 | 47.8K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $140,962 | 46.8K | Q3 2025OLDER |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $138,182 | 57.1K | Q4 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.01% | $133,050 | 44.4K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.00% | $130,905 | 54.1K | Q4 2025OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.00% | $117,150 | 48.4K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $114,717 | 38.2K | Q1 2026 |
| Metis Global Partners, LLC$4.1B AUM | 0.00% | $103,290 | 34.4K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $103,014 | 34.3K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $101,094 | 33.7K | Q1 2026 |
| Numerai GP LLC$997M AUM | 0.01% | $100,115 | 41.4K | Q4 2025OLDER |
| Manatuck Hill Partners, LLC$370M AUM | 0.02% | $90,000 | 30.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $88,901 | 27.7K | Q3 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $84,858 | 28.3K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $79,364 | 32.8K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $76,725 | 25.6K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $76,494 | 25.5K | Q1 2026 |
| Jain Global LLC$24.2B AUM | 0.00% | $76,085 | 31.4K | Q4 2025OLDER |
| SHIKIAR ASSET MANAGEMENT INC$347M AUM | 0.02% | $75,000 | 25.0K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.00% | $73,000 | 24.3K | Q2 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $70,551 | 23.5K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.02% | $69,597 | 23.2K | Q2 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $68,370 | 21.5K | Q3 2025OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $67,670 | 20.1K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $64,902 | 21.6K | Q2 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $64,120 | 26.5K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $63,375 | 21.1K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.01% | $60,780 | 20.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $60,033 | 20.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $59,898 | 20.0K | Q1 2026 |
| Significant Wealth Partners LLC$81M AUM | 0.07% | $59,571 | 19.9K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $58,251 | 19.4K | Q2 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $58,236 | 18.1K | Q3 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $57,921 | 19.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $57,753 | 19.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $57,475 | 17.9K | Q3 2025OLDER |
| L2 Asset Management, LLC$1.1B AUM | 0.01% | $57,006 | 19.0K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $56,874 | 19.0K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $56,559 | 18.9K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $51,418 | 16.0K | Q3 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $50,325 | 16.8K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM | 0.00% | $49,000 | 16.5K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $48,000 | 19.7K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $45,597 | 15.2K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.00% | $44,265 | 14.8K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $43,305 | 14.4K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $42,792 | 14.3K | Q1 2026 |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.00% | $42,475 | 13.2K | Q3 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $40,077 | 13.4K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $37,818 | 12.6K | Q2 2025OLDER |
| Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM | 0.00% | $36,993 | 12.3K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $36,854 | 11.5K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $36,074 | 12.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $35,244 | 11.7K | Q1 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $35,031 | 11.7K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.00% | $34,797 | 11.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $34,497 | 11.5K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $33,502 | 10.4K | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $31,179 | 10.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $30,681 | 10.2K | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $30,342 | 10.1K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $30,270 | 10.1K | Q1 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.00% | $28,070 | 11.6K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $27,770 | 11.5K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $22,356 | 7.5K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $20,250 | 6.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $14,322 | 4.8K | Q1 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $12,173 | 5.0K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $11,520 | 3.8K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $10,707 | 3.6K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,102 | 3.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10,000 | 3.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,929 | 4.1K | Q4 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $9,196 | 3.8K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $7,047 | 2.3K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $6,000 | 2.0K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $5,626 | 2.3K | Q4 2025OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $5,517 | 1.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $5,148 | 1.7K | Q1 2026 |
| AMALGAMATED BANK$13.1B AUM | 0.00% | $5,000 | 2.2K | Q4 2025OLDER |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.00% | $5,000 | 1.5K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $4,983 | 1.7K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $4,590 | 1.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $4,500 | 1.5K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $3,096 | 1.0K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $3,000 | 1.3K | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $2,802 | 873 | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2,735 | 852 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,124 | 708 | Q1 2026 |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $1,890 | 630 | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,815 | 605 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $1,398 | 466 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,280 | 400 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,229 | 383 | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $876 | 292 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $810 | 270 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $765 | 255 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $759 | 253 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $714 | 295 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $708 | 236 | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $696 | 232 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $608 | 200 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $450 | 150 | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $450 | 150 | Q2 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $450 | 150 | Q1 2026 |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.00% | $375 | 125 | Q2 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $300 | 100 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $273 | 85 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $183 | 61 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $182 | 75 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $149 | 49 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $102 | 0 | Q2 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $99 | 33 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $84 | 28 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $78 | 26 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $75 | 25 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $66 | 22 | Q2 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $54 | 18 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $36 | 12 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $21 | 7 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $12 | 4 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $6 | 2 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.