SEC 13F Intelligence

PEBPEBBLEBROOK HOTEL TR

CUSIP 70509V100 · Yahoo Finance ↗ · Google Finance ↗

Pebblebrook Hotel Tr (PEB) has 259 institutional holders in Filings Flow’s 13F database, together reporting 144.57M shares worth $1.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
259
Q1 2026
Reported Value
$1.7B
Ticker
PEB
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 258Q4 ’18Q1 ’19: 242Q2 ’19: 233Q2 ’19Q3 ’19: 236Q2 ’21: 212Q2 ’21Q4 ’21: 215Q4 ’22: 235Q4 ’22Q4 ’25: 262Q1 ’26: 259Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $24.5BQ4 ’18Q1 ’19: $30.9BQ2 ’19: $31.7BQ2 ’19Q3 ’19: $28.8BQ2 ’21: $23.3BQ2 ’21Q4 ’21: $21.0BQ4 ’22: $673MQ4 ’22Q4 ’25: $1.6BQ1 ’26: $1.7BQ1 ’26Q2 ’26: $10Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SUMMIT WEALTH GROUP LLC / CO$950M AUM2.30%$15M393.9KQ4 2025OLDER
KETTLE HILL CAPITAL MANAGEMENT, LLC$399M AUM1.87%$7M591.4KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM1.47%$3M275.1KQ1 2026OLDER
AEW CAPITAL MANAGEMENT L P$1.4B AUM1.46%$20M1.60MQ1 2026OLDER
Voss Capital, LP$1.9B AUM0.62%$12M932.5KQ1 2026OLDER
PERRY CREEK CAPITAL LP$160M AUM0.58%$923,50673.1KQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.42%$40M3.19MQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.24%$59M4.65MQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.22%$77M6.10MQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.21%$61M4.86MQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.17%$36M3.15MQ3 2025OLDER
Scientech Research LLC$120M AUM0.14%$167,37313.3KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.10%$254,90422.5KQ4 2025OLDER
Optimize Financial Inc$203M AUM0.09%$177,64515.7KQ4 2025OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.08%$2M185.0KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.07%$2M137.1KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.06%$11M909.5KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$76,3986.05MQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.05%$19M1.68MQ3 2025OLDER
Seven Post Investment Office LP$310M AUM0.05%$151,56012.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.05%$559,02644.3KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$395,76834.7KQ3 2025OLDER
APG Asset Management US Inc.$13.0B AUM0.04%$6M494.2KQ4 2025OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.04%$155,18512.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$9M807.8KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M125.2KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M952.8KQ1 2026OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.03%$460,91936.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.03%$198,61915.7KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.03%$128,37711.3KQ3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.03%$6M511.1KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.03%$10M805.4KQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.03%$718,26563.5KQ4 2025OLDER
BAMCO INC /NY/$33.1B AUM0.03%$9M699.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$31M2.47MQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$3M281.5KQ4 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$1M90.0KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.02%$245,52719.4KQ1 2026OLDER
Performance Wealth Partners, LLC$3.4B AUM0.02%$770,16561.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$129M10.20MQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M126.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.02%$12M984.8KQ1 2026OLDER
Hilltop National Bank$468M AUM0.02%$75,4663.9KQ2 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M406.4KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$4M327.3KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.02%$6M513.8KQ3 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$5M358.7KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.02%$15M1.16MQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$1M110.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$27M2.15MQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$389,53834.2KQ3 2025OLDER
AdvisorShares Investments LLC$549M AUM0.01%$79,5696.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M116.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$158,6388.2KQ2 2026
Man Group plc$55.1B AUM0.01%$8M603.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$10M761.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$32M2.53MQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$4M288.3KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$14M1.16MQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M203.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$12M976.8KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$636,55250.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$435,15434.5KQ1 2026OLDER
Perpetual Ltd$7.0B AUM0.01%$698,56636.0KQ2 2026
SYON CAPITAL LLC$2.0B AUM0.01%$192,96115.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$232,39218.4KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$745,43559.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$543,12843.0KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$375,95729.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$230,51311.9KQ2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.01%$72,9335.77MQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$44M3.49MQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$209,91116.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$142M11.27MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$11M856.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$194,62915.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$26M2.05MQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$57,7444.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$2M181.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$849,00075.0KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$732,77864.7KQ4 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$2M152.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$37M2.91MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M132.3KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$212,77916.8KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$994,33578.7KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$158,25414.0KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$1M117.6KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$773,31061.2KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$19M1.48MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$257M20.35MQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$401,12531.8KQ1 2026OLDER
BROOKFIELD Corp /ON/$74.2B AUM0.00%$3M263.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$69M5.53MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$239,66521.7KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$328,10226.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$210,35316.7KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$10,2701.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$14,5351.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M343.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M363.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$124,1159.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$7M552.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M100.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$17M1.35MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$411,17032.6KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$9,566840Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$9M703.2KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M407.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$664,89753.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M224.0KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M236.1KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$392,76831.1KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$631,42750.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$7M532.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$42M3.33MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$246,41119.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$197M17.37MQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$82M6.51MQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M192.4KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$1M100.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M97.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$207,92518.4KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M118.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$11M860.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$19M1.48MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$39M3.06MQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$7M556.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$9M731.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$211,23118.7KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$394,09431.2KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$25,6772.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$606,55748.0KQ2 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$12M939.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M240.4KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$301,83526.5KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$72,1055.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$454,99436.0KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$57050.0KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$604,14447.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M149.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7M584.0KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$9M747.4KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$297,66423.6KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$230,71218.3KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$152,56812.1KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$164,19013.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$4,222373Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M117.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$14M1.14MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M224.7KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$562,04844.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$64M5.03MQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$8M664.9KQ2 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$932,29673.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$124,44111.0KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$10M761.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$54,1074.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$969,47276.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$5M404.4KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$1M103.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M206.4KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$345,63430.5KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M81.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$238,89421.0KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$321,01825.4KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$7M563.1KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$229,10818.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$19M1.72MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M297.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$423,13133.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M101.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M80.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$914,57672.4KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$2M124.3KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$130,64510.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$247,54819.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$132,50110.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M444.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$666,71252.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$47,1103.7KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$97,3657.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$411,74532.2KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$517,37541.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$438,22334.7KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$1M93.8KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$30,5321.6KQ2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$142,80812.5KQ3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$8,790696Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M141.9KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$140,18111.1KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$127,45010.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$177,28515.6KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$758,48460.1KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$33,8722.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M166.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$488,81738.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$513,68945.1KQ3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4,067322Q1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$133,81411.8KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$38,5103.4KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$201,92816.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M168.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$168,92613.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$19,2361.5KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$156,29612.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$34,6382.7KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$6,719532Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$582,15546.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$284,35722.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$16,4571.3KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$1,415125Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$119,6639.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$153,65012.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$342,56427.1KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$1,619143Q4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,890167Q2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$224,85117.8KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$16,6211.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$258,12220.4KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$22,6581.8KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$31,4362.5KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$140,44611.1KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$1,913169Q4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$221,39117.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$141,69611.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$565,35744.8KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$40231.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$156,20812.4KQ1 2026OLDER
Amundi$367.1B AUM0.00%$1M84.8KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$3,793333Q3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$600,62547.6KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$35428Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M171.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$428,15733.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$7,606609Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$145,51011.5KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$253,37020.1KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$255,68220.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$200,77517.6KQ3 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$5,251415Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$231,48718.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$359,95828.5KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$2,551202Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$10,460924Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,536280Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$13,4511.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$367,40729.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$294,34226.0KQ4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$95784Q3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$36,1993.2KQ4 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$3,234256Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,649764Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$77640Q2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,706135Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$543,20343.0KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$92273Q1 2026OLDER
Quarry LP$558M AUM0.00%$80471Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$48038Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$5,684450Q2 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,415112Q1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$1,00789Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,697608Q1 2026OLDER
Davis Capital Management$169M AUM0.00%$1166Q2 2026
Allworth Financial LP$24.7B AUM0.00%$16,4571.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$250,06019.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$532,92342.2KQ1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$64451Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$78362Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$10,137890Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$68,7335.4KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$3,313262Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,09987Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$17,7701.4KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,13790Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,314104Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$513,82540.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$7,092664Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$13,2441.0KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$786Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$27822Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$17714Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$61554Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$25,8442.1KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$29,5542.3KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$131Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$1,263100Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,334264Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$35428Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,23798Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$31728Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$28525Q3 2025OLDER

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