SEC 13F Intelligence

PBIPITNEY BOWES INC

CUSIP 724479100 · Yahoo Finance ↗ · Google Finance ↗

Pitney Bowes Inc (PBI) has 318 institutional holders in Filings Flow’s 13F database, together reporting 118.12M shares worth $1.2B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
318
Q1 2026
Reported Value
$1.2B
Ticker
PBI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 271Q4 ’18Q1 ’19: 282Q2 ’19: 244Q2 ’19Q3 ’19: 226Q2 ’21: 229Q2 ’21Q4 ’21: 241Q4 ’22: 247Q4 ’22Q4 ’25: 323Q1 ’26: 318Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $2.9BQ4 ’18Q1 ’19: $2.8BQ2 ’19: $5.9BQ2 ’19Q3 ’19: $4.7BQ2 ’21: $3.4BQ2 ’21Q4 ’21: $3.2BQ4 ’22: $166MQ4 ’22Q4 ’25: $1.2BQ1 ’26: $1.2BQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Hestia Capital Management, LLC$111M AUM80.91%$90M8.16MQ1 2026OLDER
Permit Capital, LLC$294M AUM13.14%$39M3.50MQ1 2026OLDER
Saber Capital Managment, LLC$135M AUM9.44%$13M1.15MQ1 2026OLDER
CAPITAL MANAGEMENT CORP /VA$585M AUM5.08%$30M2.69MQ1 2026OLDER
Evergreen Wealth Management, LLC$194M AUM3.98%$8M698.2KQ1 2026OLDER
Long Corridor Asset Management Ltd$411M AUM3.01%$12M1.12MQ1 2026OLDER
PARK CIRCLE Co$108M AUM2.35%$3M245.5KQ3 2025OLDER
Solidarity Wealth, LLC$521M AUM1.58%$8M746.8KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM1.04%$7M614.0KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.97%$4M347.2KQ3 2025OLDER
Cannell & Spears LLC$5.1B AUM0.72%$38M3.36MQ3 2025OLDER
Cruiser Capital Advisors, LLC$257M AUM0.56%$664,91662.9KQ4 2025OLDER
III Capital Management$344M AUM0.50%$2M154.4KQ1 2026OLDER
Barnett & Company, Inc.$129M AUM0.49%$609,88957.7KQ4 2025OLDER
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.$357M AUM0.46%$2M159.0KQ3 2025OLDER
Diametric Capital, LP$385M AUM0.45%$2M157.8KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.45%$733,85366.4KQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM0.41%$3M272.7KQ3 2025OLDER
HENNESSY ADVISORS INC$2.8B AUM0.39%$11M975.5KQ1 2026OLDER
Teton Advisors, LLC$142M AUM0.35%$497,25045.0KQ1 2026OLDER
Silver Lake Advisory, LLC$252M AUM0.34%$850,05776.9KQ1 2026OLDER
Triasima Portfolio Management inc.$661M AUM0.33%$2M194.3KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.24%$2M187.2KQ4 2025OLDER
WEALTH EFFECTS LLC$282M AUM0.24%$674,05061.0KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.21%$8M692.3KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM0.21%$464,84042.1KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.20%$697,71963.1KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.18%$2M149.8KQ1 2026OLDER
TSP Capital Management Group, LLC$410M AUM0.17%$693,94062.8KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.16%$632,08659.8KQ4 2025OLDER
New Vernon Capital Holdings II LLC$136M AUM0.16%$219,25419.8KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.15%$4M328.6KQ1 2026OLDER
Penbrook Management LLC$132M AUM0.14%$194,54017.1KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.12%$7M635.9KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.12%$767,60472.6KQ4 2025OLDER
Trail Ridge Investment Advisors, LLC$230M AUM0.11%$248,73822.5KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.11%$3M275.0KQ1 2026OLDER
COOPER/HAIMS ADVISORS, LLC$212M AUM0.10%$214,43619.4KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.10%$234,02821.2KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.08%$250,83522.7KQ1 2026OLDER
North Berkeley Wealth Management, LLC$189M AUM0.08%$150,28013.6KQ1 2026OLDER
State of Wyoming$844M AUM0.08%$646,58058.5KQ1 2026OLDER
Kintayl Capital LP$192M AUM0.07%$116,47310.2KQ3 2025OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.07%$480,62043.5KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.07%$3M281.2KQ1 2026OLDER
THOMPSON DAVIS & CO., INC.$150M AUM0.07%$114,27210.8KQ4 2025OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.06%$110,95310.0KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.06%$3M268.5KQ1 2026OLDER
Empirical Asset Management, LLC$379M AUM0.06%$236,11321.4KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.06%$204,10518.5KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.06%$663,86460.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.06%$143,23413.6KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.06%$800,10775.7KQ4 2025OLDER
Advyzon Investment Management, LLC$1.1B AUM0.05%$608,15755.0KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.05%$5M489.2KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.05%$139,06512.2KQ3 2025OLDER
American Assets Investment Management, LLC$1.5B AUM0.05%$733,2808.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.05%$2M156.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.05%$608,70153.3KQ3 2025OLDER
Baron Wealth Management LLC$386M AUM0.05%$175,65910.0KQ2 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.04%$219,85620.8KQ4 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.04%$3M246.5KQ3 2025OLDER
Phoenix Financial Ltd.$10.5B AUM0.04%$4M404.0KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.04%$2M203.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$5M450.9KQ1 2026OLDER
Crumly & Associates Inc.$522M AUM0.04%$204,28311.7KQ2 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.04%$5M502.1KQ4 2025OLDER
Harvest Investment Services, LLC$547M AUM0.03%$178,14716.9KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.03%$12M1.13MQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.03%$93,9258.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$422,30938.2KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.03%$504,27644.2KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.03%$133,18212.6KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.03%$1M92.8KQ3 2025OLDER
RBF Capital, LLC$2.0B AUM0.03%$634,20060.0KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$801,31372.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M215.5KQ4 2025OLDER
Essential Partners LLC$250M AUM0.03%$69,2686.3KQ1 2026OLDER
FIDUCIENT ADVISORS LLC$765M AUM0.03%$204,01618.5KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$8M762.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$768,97069.6KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.02%$132,60012.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$246,22722.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$3M237.1KQ1 2026OLDER
Bison Wealth, LLC$1.1B AUM0.02%$216,26612.9KQ2 2026
FORM Wealth Advisors, LLC$854M AUM0.02%$162,25814.7KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$505,98045.8KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$649,28958.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.02%$138,36812.5KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.02%$165,37415.0KQ1 2026OLDER
Stokes Family Office, LLC$969M AUM0.02%$166,74815.1KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.02%$246,73623.3KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.02%$6M565.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.02%$8M760.8KQ1 2026OLDER
Longview Financial Advisors, Inc.$171M AUM0.02%$26,1892.4KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.02%$170,13116.1KQ4 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.02%$280,62625.4KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.02%$10M861.2KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$9M845.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M188.3KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$683,85161.9KQ1 2026OLDER
Rakuten Investment Management, Inc.$49.2B AUM0.01%$4M20.2KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$23M2.10MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$12M1.13MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$12M1.14MQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$156,61614.8KQ4 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$2M220.8KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$725,98565.7KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M198.7KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.01%$168,12515.2KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M267.7KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$851,39177.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$118,61110.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$137,46213.0KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$543,18549.2KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$6M555.7KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M129.9KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$709,60667.1KQ4 2025OLDER
Evanson Financial, LLC$2.0B AUM0.01%$199,65311.4KQ2 2026
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$227,88420.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$591,52953.5KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$275,97425.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$630,70957.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$180,38016.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M527.7KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M382.2KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M160.2KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$203,09918.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$356,94832.3KQ1 2026OLDER
Evanson Asset Management, LLC$1.9B AUM0.01%$125,18711.3KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$126,64911.1KQ3 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M122.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$15M1.37MQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$125,42911.4KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$3M303.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$124,64111.8KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$224,50614.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$66,0683.8KQ2 2026
Zeit Capital LLC$149M AUM0.01%$8,840800Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$75,3956.8KQ1 2026OLDER
Torren Management, LLC$201M AUM0.01%$10,8551.0KQ4 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$692,49465.5KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M129.3KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$26M2.33MQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$1M104.7KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$441,93440.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$11,7121.1KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$395,51335.8KQ1 2026OLDER
Triumph Capital Management$491M AUM0.01%$25,0502.3KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.01%$13,2601.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$6M564.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$972,83188.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$374,02033.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$93M8.40MQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$376,18833.0KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$239,38721.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$1M110.2KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M111.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$389,55735.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$465,22742.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$14M1.25MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$39M3.57MQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.00%$215,48619.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$690,03062.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$144,77713.1KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.00%$130,94211.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$502,59845.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M721.9KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$137,12513.0KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$280,78025.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M430.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M205.6KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$817,76977.4KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$314,95828.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$24M2.16MQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$5M512.6KQ4 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$654,53659.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$19M1.74MQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$496,54344.9KQ1 2026OLDER
MEYER HANDELMAN CO$3.2B AUM0.00%$110,50010.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M476.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M286.2KQ3 2025OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$6,835599Q3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$5M408.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$326,11929.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M166.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$836,35373.3KQ3 2025OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,260295Q1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$761,10466.7KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$602,29154.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$28,9072.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$79,9614.6KQ2 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$150,04213.2KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M211.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$162M14.67MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$11M990.1KQ1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$641,70560.7KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$464,43242.0KQ1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.00%$7,956720Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$42M3.76MQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$210,65019.9KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$19M1.71MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$172M16.26MQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$71M6.42MQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$314,84827.6KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M202.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$764,25169.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$851,78974.7KQ3 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$5,525500Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$19M1.73MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$187,20916.9KQ1 2026OLDER
Financial Avengers, Inc.$219M AUM0.00%$4,640420Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$13M1.18MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$8M689.5KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$404,55236.6KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M252.3KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$281,76425.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M164.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M95.9KQ1 2026OLDER
Inlight Wealth Management, LLC$270M AUM0.00%$5,285500Q4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$3M302.5KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$8,409761Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$571,42951.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M186.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$70,6216.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M98.7KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2M187.3KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$424,83938.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$204,88918.5KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.00%$160,41314.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$67M6.06MQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.00%$73,4386.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$7M598.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M124.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M99.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$164,02614.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$396,69535.9KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$383,94334.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$10M870.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$668,77960.5KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$128,14112.1KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$11M1.01MQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$271,17624.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$440,71839.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$18,1371.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$755,61068.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$249,49322.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$895,70878.5KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$651,93959.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M236.8KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$965,40587.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$19M1.83MQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$209,97818.4KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$835,77875.6KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$10,498950Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$574,29152.0KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$12,0011.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M223.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$603,12054.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$189,49116.6KQ3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$246,56122.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M171.7KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M130.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M99.7KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$793,00069.5KQ3 2025OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$23,1062.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$6M549.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M389.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M333.5KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$11,0501.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M323.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$640,75936.6KQ2 2026
GABELLI FUNDS LLC$14.8B AUM0.00%$110,50010.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$529,07447.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M123.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$20,0481.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$814,34173.7KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$260,49323.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M195.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M121.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M214.2KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$44,2884.0KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$4,752430Q1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$218,73019.2KQ3 2025OLDER
Clayton Financial Group LLC$195M AUM0.00%$1,105100Q1 2026OLDER
ESL Trust Services, LLC$524M AUM0.00%$2,853250Q3 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$112,86610.7KQ4 2025OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$11,0501.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$456,29941.3KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$7,651692Q1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$119,18910.4KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$18,1551.6KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$1,492135Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M698.7KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$6,270593Q4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$195,04818.5KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$14,6741.3KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$275,94125.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$844,95676.4KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$156,90114.8KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$375,82534.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$190,68417.3KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,459132Q1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$2,114200Q4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$165,31915.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M126.0KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$439,46838.5KQ3 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$43139Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$18,7961.7KQ2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$314,84828.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$303,13927.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$305,58827.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M117.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,238112Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$852,92580.7KQ4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$196,50517.8KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,624147Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$205,04018.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$208,95618.9KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$115,69410.5KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$190,64917.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$4,526410Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,377215.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M326.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$1,459132Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,536139Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$4,542411Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$4,431401Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$301,97427.3KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$1,105100Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$4,594413Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,377296Q3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,02790Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$603,25954.6KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$544,68749.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$67461Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$15,8551.5KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$178,51316.2KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$108,38410.3KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$837,00075.8KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$78571Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$109,55810.4KQ4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$81171Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$734,06066.4KQ2 2026
Creative Planning$147.4B AUM0.00%$197,24517.9KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$24,0452.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$14,0451.3KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$75343Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$2,740248Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$33,6913.0KQ1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$3,260295Q1 2026OLDER
Amundi$367.1B AUM0.00%$379,21434.3KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$1,17467Q2 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$28,7522.6KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$2,228202Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$19,2271.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$116,38910.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$36,0903.3KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$5,525500Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$23,2052.1KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,179191Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$142,01412.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$37,9793.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,293217Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,193108Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$58,6425.3KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,05095Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$53,0324.9KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$84148Q2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$4,862460Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$325,41029.4KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$5,555500Q1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,867169Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$6,486587Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$63057Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$25624Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2,145188Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$413Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,608236Q2 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$29726Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$13713Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$61956Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$5,317466Q3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$2148Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$39137Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$555Q1 2026OLDER

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