PHATPHATHOM PHARMACEUTICALS INC
CUSIP 71722W107 · Yahoo Finance ↗ · Google Finance ↗
Phathom Pharmaceuticals Inc (PHAT) has 174 institutional holders in Filings Flow’s 13F database, together reporting 69.18M shares worth $749M as of Q1 2026. The largest reported holders are Frazier Life Sciences Management, L.P., Medicxi Ventures Management (Jersey) Ltd, and Vanguard Group Inc.
Institutional Holders
174
Q1 2026
Reported Value
$749M
Ticker
PHAT
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Medicxi Ventures Management (Jersey) Ltd$982M AUM | 8.45% | $83M | 7.46M | Q1 2026OLDER |
| Catalys Pacific, LLC$231M AUM | 7.19% | $17M | 1.49M | Q1 2026OLDER |
| Propel Bio Management, LLC$159M AUM | 5.90% | $9M | 841.3K | Q1 2026OLDER |
| Frazier Life Sciences Management, L.P.$3.9B AUM | 3.56% | $139M | 12.47M | Q1 2026OLDER |
| StepStone Group LP$207M AUM | 2.26% | $5M | 422.1K | Q1 2026OLDER |
| AIGH Capital Management LLC$733M AUM | 1.42% | $5M | 429.0K | Q3 2025OLDER |
| NEA Management Company, LLC$1.8B AUM | 1.24% | $22M | 1.96M | Q1 2026OLDER |
| Birchview Capital, LP$176M AUM | 1.23% | $2M | 195.0K | Q1 2026OLDER |
| Avidity Partners Management LP$936M AUM | 1.13% | $6M | 498.8K | Q1 2026OLDER |
| 683 Capital Management, LLC$1.9B AUM | 1.07% | $21M | 1.85M | Q1 2026OLDER |
| Catalio Capital Management, LP$479M AUM | 0.58% | $3M | 247.8K | Q1 2026OLDER |
| Divisadero Street Capital Management, LP$2.4B AUM | 0.51% | $11M | 662.3K | Q4 2025OLDER |
| NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM | 0.45% | $7M | 393.8K | Q4 2025OLDER |
| Carlyle Group Inc.$10.6B AUM | 0.37% | $39M | 3.50M | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.35% | $11M | 995.9K | Q1 2026OLDER |
| EcoR1 Capital, LLC$2.4B AUM | 0.29% | $7M | 625.0K | Q1 2026OLDER |
| Stonepine Capital Management, LLC$250M AUM | 0.22% | $555,611 | 50.0K | Q1 2026OLDER |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.20% | $933,240 | 84.0K | Q1 2026OLDER |
| PERCEPTIVE ADVISORS LLC$5.1B AUM | 0.20% | $10M | 925.0K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.18% | $644,224 | 58.0K | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.16% | $435,212 | 39.2K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.14% | $10M | 600.0K | Q4 2025OLDER |
| Scientech Research LLC$120M AUM | 0.13% | $213,663 | 12.9K | Q4 2025OLDER |
| 9823 Capital, L.P.$132M AUM | 0.12% | $173,017 | 10.4K | Q4 2025OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.11% | $297,371 | 26.8K | Q1 2026OLDER |
| DIADEMA PARTNERS LP$588M AUM | 0.10% | $607,162 | 54.6K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.10% | $4M | 327.3K | Q2 2026 |
| WASATCH ADVISORS LP$15.1B AUM | 0.10% | $15M | 1.34M | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 0.09% | $127,200 | 11.4K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.07% | $26,644 | 1.6K | Q4 2025OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.07% | $711,280 | 42.9K | Q4 2025OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.06% | $496,356 | 29.9K | Q4 2025OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.06% | $3M | 182.0K | Q4 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.06% | $8M | 486.3K | Q4 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.05% | $339,879 | 20.5K | Q4 2025OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 0.04% | $3M | 262.4K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.04% | $3M | 268.0K | Q1 2026OLDER |
| Burkehill Global Management, LP$2.0B AUM | 0.04% | $833,250 | 75.0K | Q1 2026OLDER |
| Bridgefront Capital, LLC$402M AUM | 0.04% | $166,139 | 15.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.04% | $174,859 | 10.5K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $689,076 | 62.0K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 0.04% | $298,037 | 26.8K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.04% | $1M | 120.0K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.03% | $246,009 | 22.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.03% | $18M | 1.63M | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.03% | $2M | 160.5K | Q1 2026OLDER |
| ADAR1 Capital Management, LLC$1.7B AUM | 0.03% | $476,619 | 42.9K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.02% | $209,794 | 19.9K | Q2 2026 |
| Trexquant Investment LP$13.9B AUM | 0.02% | $3M | 293.3K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.02% | $13M | 1.21M | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.02% | $134,553 | 12.1K | Q1 2026OLDER |
| GILDER GAGNON HOWE & CO LLC$8.3B AUM | 0.02% | $2M | 139.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $45M | 4.02M | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.02% | $82,472 | 7.0K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.02% | $193,981 | 17.5K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.02% | $248,850 | 15.0K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.02% | $4M | 369.1K | Q1 2026OLDER |
| RiverPark Advisors, LLC$276M AUM | 0.01% | $46,568 | 2.8K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $453,866 | 40.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $3M | 290.5K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 100.0K | Q1 2026OLDER |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 0.01% | $155,351 | 14.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $505,796 | 30.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $820,451 | 73.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $182,490 | 11.0K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $10M | 860.7K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.01% | $1M | 94.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $48M | 4.32M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 183.0K | Q2 2026 |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $183,137 | 16.5K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.01% | $939,606 | 84.6K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.01% | $54,839 | 4.9K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $190,337 | 11.5K | Q4 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $391,072 | 35.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $3M | 305.8K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $213,464 | 12.9K | Q4 2025OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $14,000 | 1.0K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 482.1K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $33,863 | 3.0K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $293,804 | 26.4K | Q1 2026OLDER |
| ALLSTATE CORP$9.4B AUM | 0.00% | $363,153 | 32.7K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 275.2K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $6,555 | 590 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11M | 994.5K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.00% | $176,882 | 15.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $182,435 | 15.5K | Q3 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $200,724 | 18.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $10M | 918.2K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $134,187 | 12.1K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $287,138 | 25.8K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $194,205 | 16.5K | Q3 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $1M | 95.3K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $126,076 | 11.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $173,470 | 15.6K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $39,185 | 3.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $147,685 | 13.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $132,487 | 11.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $488,884 | 44.0K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $274,150 | 24.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $951,940 | 85.7K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $4M | 338.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $15M | 1.33M | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 132.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $202,891 | 18.3K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $142,841 | 12.9K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $3,451 | 208 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 626.2K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $229,854 | 13.9K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $45M | 4.06M | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $424,680 | 38.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $53M | 3.18M | Q4 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $138,545 | 11.8K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $29M | 2.58M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $5M | 409.0K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.00% | $177,727 | 16.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $166,650 | 15.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 254.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $19,631 | 1.8K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $337,211 | 30.4K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $155,540 | 14.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 415.0K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $277,661 | 25.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 360.4K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 92.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 458.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $21,565 | 1.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $600,374 | 54.0K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $15M | 1.39M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $113,100 | 10.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $779,844 | 70.2K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $615,914 | 55.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $358,080 | 32.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $117,100 | 10.5K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $446,866 | 40.2K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $2,500 | 225 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $7,400 | 446 | Q4 2025OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $7M | 666.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $125,276 | 11.3K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $12,122 | 1.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $188,192 | 16.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 117.3K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $241,443 | 21.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $8,876 | 535 | Q4 2025OLDER |
| GF FUND MANAGEMENT CO. LTD.$6.0B AUM | 0.00% | $17,643 | 1.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $616,249 | 55.5K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $316,702 | 28.5K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $978 | 88 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $162,995 | 14.7K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $819,380 | 49.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 124.0K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $13,310 | 1.2K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $1M | 111.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $128,165 | 11.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 287.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 208.1K | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $113,834 | 10.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $119,655 | 10.8K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $4,340 | 400 | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $294,537 | 26.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $37,742 | 2.3K | Q4 2025OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.00% | $278 | 25 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $25,598 | 2.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $326,290 | 29.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $405,060 | 36.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $619,804 | 55.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $979,902 | 88.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $143,408 | 12.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $4,633 | 427 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 117.8K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $239,403 | 21.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $512,315 | 46.1K | Q2 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $25,420 | 2.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $292,504 | 26.3K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $355,932 | 32.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $45,496 | 4.1K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $281,716 | 25.4K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $583 | 52.5K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $217 | 20 | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $125,899 | 11.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,709 | 1.9K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $76,314 | 4.6K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $191,170 | 17.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,655 | 239 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $25,597 | 2.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,888 | 349 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,111 | 100 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $37,305 | 3.5K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $89 | 8 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $45,662 | 4.1K | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $9,108 | 549 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $26,527 | 1.6K | Q4 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $4 | 260 | Q4 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $9,877 | 889 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $64,000 | 5.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $15,409 | 1.4K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $271 | 23 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $122 | 11 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $78,042 | 7.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $134 | 12 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,277 | 295 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $100 | 6 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $256 | 23 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,133 | 282 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.