SEC 13F Intelligence

OZKBANK OZK LITTLE ROCK ARK

CUSIP 06417N103 · Yahoo Finance ↗ · Google Finance ↗

Bank Ozk Little Rock Ark (OZK) has 495 institutional holders in Filings Flow’s 13F database, together reporting 104.48M shares worth $4.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Dimensional Fund Advisors LP.

Institutional Holders
495
Q1 2026
Reported Value
$4.5B
Ticker
OZK
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 253Q4 ’18Q1 ’19: 289Q2 ’19: 286Q2 ’19Q3 ’19: 268Q2 ’21: 309Q2 ’21Q4 ’21: 319Q4 ’22: 373Q4 ’22Q4 ’25: 496Q1 ’26: 495Q1 ’26Q2 ’26: 20filingsflow.com
Total reported value
Q4 ’18: $3.9BQ4 ’18Q1 ’19: $5.9BQ2 ’19: $6.9BQ2 ’19Q3 ’19: $6.7BQ2 ’21: $46.7BQ2 ’21Q4 ’21: $56.1BQ4 ’22: $1.5BQ4 ’22Q4 ’25: $4.6BQ1 ’26: $4.5BQ1 ’26Q2 ’26: $21Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Twin Lions Management LLC$165M AUM13.45%$22M485.2KQ1 2026OLDER
AWH Capital, L.P.$110M AUM3.76%$4M88.6KQ4 2025OLDER
WEYBOSSET RESEARCH & MANAGEMENT LLC$347M AUM3.17%$11M239.4KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM2.98%$4M92.7KQ4 2025OLDER
FAIRHOLME CAPITAL MANAGEMENT LLC$1.5B AUM2.79%$42M921.3KQ1 2026OLDER
Nitor Capital Management LLC$130M AUM2.50%$3M70.8KQ1 2026OLDER
Giverny Capital Inc.$2.7B AUM2.07%$56M1.23MQ1 2026OLDER
BERKLEY W R CORP$1.9B AUM2.07%$36M703.0KQ3 2025OLDER
Horrell Capital Management, Inc.$219M AUM1.87%$4M89.6KQ1 2026OLDER
WASATCH ADVISORS LP$15.1B AUM1.87%$281M6.13MQ1 2026OLDER
CABOT WEALTH MANAGEMENT INC$869M AUM1.56%$14M294.8KQ1 2026OLDER
Belleair Asset Management, LLC$110M AUM1.50%$2M35.8KQ1 2026OLDER
Ballast Asset Management, LP$225M AUM1.48%$3M72.3KQ1 2026OLDER
Parrish Capital LLC$112M AUM1.12%$1M27.5KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.96%$12M251.6KQ1 2026OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM0.93%$9M189.2KQ4 2025OLDER
Ranger Investment Management, L.P.$1.4B AUM0.90%$12M271.6KQ1 2026OLDER
Numerai GP LLC$997M AUM0.75%$7M162.1KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.73%$2M37.5KQ1 2026OLDER
WINCAP FINANCIAL LLC$185M AUM0.73%$1M25.8KQ2 2026
MOODY ALDRICH PARTNERS LLC$555M AUM0.69%$4M83.9KQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM0.68%$9M206.1KQ1 2026OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.66%$12M259.6KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.66%$31M677.3KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.58%$2M52.5KQ4 2025OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.58%$3M61.7KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.55%$2M41.2KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.51%$13M273.2KQ1 2026OLDER
TMB Capital Partners, LLC$297M AUM0.50%$1M32.6KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.47%$2M38.7KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.46%$85M1.66MQ3 2025OLDER
Greenfield Seitz Capital Management, LLC$332M AUM0.43%$1M31.2KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.43%$470,09710.2KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.42%$1M22.4KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.40%$539,66411.8KQ1 2026OLDER
PENINSULA ASSET MANAGEMENT INC$196M AUM0.40%$775,40316.9KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.39%$953,41120.8KQ1 2026OLDER
Burford Brothers, Inc.$244M AUM0.37%$903,46619.7KQ1 2026OLDER
Financial Management, Inc.$106M AUM0.35%$368,4728.0KQ2 2026
KG Capital Management$139M AUM0.35%$1M25.4KQ3 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.34%$2M49.2KQ4 2025OLDER
Naviter Wealth, LLC$801M AUM0.31%$2M53.7KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.31%$9M203.2KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.30%$2M51.0KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.28%$3M75.9KQ1 2026OLDER
Scientech Research LLC$120M AUM0.28%$794,01415.6KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.27%$2M45.6KQ1 2026OLDER
Mustard Seed Financial, LLC$167M AUM0.26%$441,0949.6KQ1 2026OLDER
AGP FRANKLIN, LLC$200M AUM0.25%$500,70610.9KQ1 2026OLDER
De Lisle Partners LLP$836M AUM0.23%$2M42.0KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.22%$1M25.5KQ3 2025OLDER
Davis Investment Partners, LLC$283M AUM0.22%$614,55913.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.21%$4M96.3KQ4 2025OLDER
Militia Capital Partners, LP$263M AUM0.21%$552,24012.0KQ4 2025OLDER
Militia Capital Management LLC$454M AUM0.20%$917,80020.0KQ2 2026
R Squared Ltd$182M AUM0.20%$463,3579.1KQ3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.19%$4M91.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.19%$106M2.32MQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.18%$511,42011.1KQ4 2025OLDER
Gilliland Jeter Wealth Management LLC$338M AUM0.17%$580,53112.7KQ1 2026OLDER
Millennium Capital Advisors, LLC$162M AUM0.16%$260,6205.7KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.16%$2M42.4KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.15%$45M967.6KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.14%$519,33611.3KQ4 2025OLDER
Aviance Capital Partners, LLC$854M AUM0.14%$1M26.7KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.14%$3M68.1KQ4 2025OLDER
MQS Management LLC$148M AUM0.14%$241,2835.2KQ4 2025OLDER
Harbor Advisors LLC$692M AUM0.14%$984,57021.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.13%$323,9357.0KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.13%$32M696.6KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.12%$2M49.1KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.12%$2M51.0KQ1 2026OLDER
Mendel Capital Management LLC$199M AUM0.12%$237,8285.2KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.12%$581,92312.6KQ4 2025OLDER
MMA ASSET MANAGEMENT LLC$284M AUM0.12%$325,9607.1KQ4 2025OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.11%$3M63.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.11%$3M75.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.10%$3M63.9KQ1 2026OLDER
Bank OZK$283M AUM0.10%$287,8226.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.10%$139M3.04MQ1 2026OLDER
Forefront Wealth Partners, LLC$239M AUM0.10%$236,6985.2KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.10%$204,3724.5KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.10%$626,08512.3KQ3 2025OLDER
Morningstar Investment Management LLC$1.6B AUM0.09%$2,52349.5KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.09%$789,67517.2KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.09%$1M27.0KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.09%$2M33.9KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.09%$3M73.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.09%$3M60.9KQ1 2026OLDER
111 Capital$406M AUM0.09%$458,7189.0KQ3 2025OLDER
Artemis Investment Management LLP$9.4B AUM0.08%$7M133.7KQ3 2025OLDER
Sagewood Asset Management LP$319M AUM0.08%$263,0875.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$2M38.7KQ4 2025OLDER
Vest Financial, LLC$8.3B AUM0.08%$7M146.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.08%$154M3.36MQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.08%$300,8845.9KQ3 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.08%$616,01913.4KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.07%$265,3515.2KQ3 2025OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.07%$12M259.1KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.07%$2M31.6KQ3 2025OLDER
GREENWOOD GEARHART LLC$1.8B AUM0.07%$1M29.6KQ1 2026OLDER
Allen Mooney & Barnes Investment Advisors LLC$695M AUM0.07%$501,11910.9KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.07%$295,7716.4KQ4 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.07%$11M230.9KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.07%$43M929.9KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.07%$75M1.64MQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM0.07%$28M611.4KQ1 2026OLDER
Brand Asset Management Group, Inc.$385M AUM0.07%$241,9014.7KQ3 2025OLDER
PUZO MICHAEL J$343M AUM0.07%$248,0485.4KQ4 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.07%$2M39.7KQ1 2026OLDER
Simmons Bank$1.5B AUM0.07%$990,03221.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.07%$42M918.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.06%$304M6.63MQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.06%$2M33.4KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.06%$5M102.6KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.06%$238,6285.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.06%$3M69.6KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.06%$892,92619.5KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.06%$277,1066.0KQ1 2026OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.06%$482,90110.5KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.06%$729,88114.3KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.06%$13M283.2KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.06%$2M37.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.06%$31M666.7KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.06%$12M233.4KQ3 2025OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.06%$9M174.7KQ2 2026
ARKANSAS FINANCIAL GROUP, INC.$717M AUM0.06%$399,3918.4KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.06%$2M34.1KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.05%$13M288.1KQ1 2026OLDER
Unison Advisors LLC$1.3B AUM0.05%$705,88015.4KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.05%$723,39615.8KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.05%$309,7586.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.05%$202,4674.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M87.2KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.05%$8M178.0KQ4 2025OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.05%$353,4887.7KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.05%$896,57219.5KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.05%$1M23.3KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.05%$459,95510.0KQ1 2026OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.05%$555,00011.8KQ3 2025OLDER
Cynosure Group, LLC$800M AUM0.04%$434,7979.4KQ4 2025OLDER
Paragon Capital Management Ltd$476M AUM0.04%$209,8904.6KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M26.7KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.04%$1M21.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.04%$23M496.6KQ4 2025OLDER
Abich Financial Wealth Management LLC$281M AUM0.04%$119,1402.3KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.04%$5M103.2KQ4 2025OLDER
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM0.04%$257,3295.0KQ3 2025OLDER
Hexagon Capital Partners LLC$683M AUM0.04%$284,1896.2KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.04%$4M97.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$5M102.3KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$4M78.4KQ1 2026OLDER
Reyes Financial Architecture, Inc.$122M AUM0.04%$66,2231.4KQ4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.04%$8M178.3KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$13M275.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.04%$8M164.8KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.04%$5M99.4KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.04%$2M33.8KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.04%$25M537.8KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.04%$347,4337.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$204,7784.6KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.04%$60,8501.3KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.04%$2M33.8KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.03%$589,96212.9KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.03%$4M74.9KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.03%$379,1117.3KQ2 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.03%$754,89116.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$73M1.61MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M41.4KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$41M882.8KQ1 2026OLDER
SYM FINANCIAL Corp$1.0B AUM0.03%$299,7625.9KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.03%$455,9299.9KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.03%$26M568.8KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.03%$4M89.7KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.03%$23M500.0KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.03%$18M385.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$4M91.9KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M44.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$48M1.04MQ1 2026OLDER
Essential Partners LLC$250M AUM0.03%$72,0491.5KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$43,687952Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.03%$7M137.2KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.03%$176M3.84MQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.03%$1M27.2KQ1 2026OLDER
Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM0.03%$458,4129.0KQ3 2025OLDER
Aviso Financial Inc.$2.8B AUM0.03%$732,08316.0KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.03%$692,57215.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$28M609.7KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.03%$768,28816.7KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.02%$2M43.9KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$208,8004.5KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$488,00810.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M30.1KQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.02%$207,4234.5KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.02%$154,3163.0KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.02%$867,15418.8KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.02%$490,83910.7KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$6M140.6KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.02%$452,9299.8KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.02%$4M84.8KQ1 2026OLDER
BANK OF NOVA SCOTIA TRUST CO$1.2B AUM0.02%$255,5615.6KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.02%$4M89.6KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.02%$429,5769.4KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.02%$2M37.3KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.02%$39,257855Q1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.02%$2M39.8KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$281,0906.1KQ4 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$8M150.0KQ3 2025OLDER
Pathway Financial Advisers, LLC$354M AUM0.02%$70,6471.4KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M31.8KQ4 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$709,15313.6KQ2 2026
BTG Pactual Asset Management US LLC$1.2B AUM0.02%$233,8105.1KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.02%$380,4298.3KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$128,0112.5KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M33.8KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$5M105.5KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.02%$593,15311.6KQ3 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.02%$6M127.2KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.02%$614,67713.4KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$289,7526.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M50.6KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.02%$3M57.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M47.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$173,6023.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$10M211.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M59.7KQ2 2026
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.02%$1,93037.9KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$42M909.6KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.02%$225,4994.4KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$1M30.5KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M23.2KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM0.02%$495,1189.7KQ3 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.02%$2M34.1KQ1 2026OLDER
Senvest Management, LLC$3.0B AUM0.02%$506,22011.0KQ4 2025OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.02%$161,4733.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$21,819428Q3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$630,15213.7KQ4 2025OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.01%$1M30.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$27M588.2KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$410,8079.0KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$311,3356.1KQ3 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$348,4897.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$520,30111.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$10M221.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$246M5.35MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$979,47621.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M325.5KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$568,28912.0KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$576,74612.6KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M51.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$320,3546.2KQ2 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M22.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$18M397.1KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$200,0804.4KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$10M226.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$7M163.1KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$329,7667.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$611,80513.3KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M92.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$282M6.14MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$155M3.17MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$52M1.14MQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$11M239.0KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$251,0645.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M109.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$58M1.27MQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$330,3697.2KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.01%$34,142744Q1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$376,2988.2KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.01%$603,71013.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$502M10.94MQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$246,0165.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M48.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$7M160.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$3M64.5KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M45.8KQ1 2026OLDER
Team Financial Group, LLC$220M AUM0.01%$17,746387Q1 2026OLDER
Clark Wealth Partners$149M AUM0.01%$11,959261Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.01%$190,9944.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M29.5KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.01%$92,7202.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$791,41917.2KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.01%$878,98219.1KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$685,22414.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$30M646.7KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$3M60.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$510M11.08MQ4 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$5M100.6KQ1 2026OLDER
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.01%$388,5518.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$246,1095.4KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M24.4KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$9,637210Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$7M142.0KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$3M61.6KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$401,3068.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$45M983.1KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$630,21613.7KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$208,4814.4KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$11M231.7KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$213,5794.6KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$6M133.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M35.0KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$368,9108.0KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$278,8056.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$19,031438Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M40.2KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$33M721.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M37.4KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$20,368391Q2 2026
Binnacle Investments Inc$170M AUM0.01%$10,349203Q3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M26.0KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M25.0KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$1M26.6KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$44M955.9KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$1M30.1KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.01%$13,162286Q4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$11M232.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$668,11314.6KQ1 2026OLDER
ASSOCIATED BANC-CORP$3.8B AUM0.01%$215,8494.2KQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$10M212.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M30.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$21M447.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$215M4.69MQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.01%$21,018458Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$4M85.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M35.7KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$531,15711.6KQ1 2026OLDER
Investors Research Corp$523M AUM0.01%$27,534600Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$416,8869.1KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$225,2744.9KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.01%$250,3164.9KQ3 2025OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$44,100961Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$4M93.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M27.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$43M935.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$12M250.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$496,34610.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$682,01714.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M47.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$15M332.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$240,8304.7KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$227,9365.0KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$226,7454.9KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$400,6108.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$59,2431.3KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$6M109.8KQ3 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$22,945500Q1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.00%$237,2935.2KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$6M115.8KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$18M386.4KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$286,3536.2KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$7,939173Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$68M1.47MQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.00%$336,8327.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,20082.4KQ3 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$960,24820.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$4M93.0KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$490,98910.7KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$17,775385Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$942,72218.5KQ3 2025OLDER
Forum Financial Management, LP$7.1B AUM0.00%$271,6105.9KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$240,2345.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$2M40.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$14M299.3KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$18,815410Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M46.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M24.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$228,1364.5KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$1M27.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$105,5252.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$12M259.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$7M142.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$21M456.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$98,1592.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M39.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M48.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$627,59213.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$164,3323.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$27M596.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$14M309.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M74.5KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$27,259594Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$25,704560Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M33.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M59.6KQ4 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$55,3641.1KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$781,88117.0KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$22,028480Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M28.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$94,0802.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$258,8655.6KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$937,12020.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$36M774.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M39.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$217,4634.3KQ3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$853,02818.5KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$3M70.0KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$523,46711.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$704,04515.3KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$373,1778.1KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$3,80983Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$13,905303Q1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.00%$5,730110Q2 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$438,4799.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$227,8954.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M85.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$29,783649Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M42.8KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$116,1542.5KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$7,389161Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M26.9KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$26,387575Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M25.5KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$309,9416.8KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$357,5767.8KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$7,318159Q4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$21,752474Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M129.2KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$64,4281.4KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$460,27710.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$244,4105.3KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M23.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M148.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$296,8996.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$646,99514.1KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$363,2197.9KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$356,9317.8KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$6,350138Q4 2025OLDER
Quarry LP$558M AUM0.00%$10,447227Q4 2025OLDER
Sawyer & Company, Inc$260M AUM0.00%$4,602100Q4 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$335,7977.3KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$962,77221.0KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$160,7533.5KQ1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.00%$2,66258Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$756,72616.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$245,5145.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$12M267.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$34,050742Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$35,703778Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M29.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M22.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M31.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$312,7406.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M139.5KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1,83640Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$955,63020.8KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$3,44275Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$6M124.3KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$968,02821.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$81,5921.8KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$7,241139Q2 2026
Creative Planning$147.4B AUM0.00%$2M39.8KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$298,2626.5KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$961,07420.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$88,5111.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$5,292115Q2 2026
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$3M72.6KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$200,3834.4KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$477,80710.4KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$60,2081.3KQ2 2026
Comprehensive Financial Planning, Inc./PA$144M AUM0.00%$1,61035Q4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M48.1KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$603,22013.1KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$15,510304Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$73,2401.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M29.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$270,0175.9KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$215,1594.7KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$9,178200Q1 2026OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.00%$15,648341Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M23.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$4,45197Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$27,265609Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$535,59610.5KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$314,5536.2KQ3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M38.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$3,62579Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$252,2575.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M102.3KQ2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$836,52918.2KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$14M304.2KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$246,0165.4KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,92842Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$267,7225.8KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.00%$9,957217Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$1M22.2KQ3 2025OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$8,536186Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$422,8509.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$749,65916.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$570,64212.4KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$37,859825Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M41.7KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$378,5018.2KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$1,65336Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$5,415118Q1 2026OLDER
MASECO LLP$3.2B AUM0.00%$12,823279Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,36495.1KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,645123Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$480,37710.5KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$2,76060Q4 2025OLDER

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