SEC 13F Intelligence

PLMRPALOMAR HLDGS INC

CUSIP 69753M105 · Yahoo Finance ↗ · Google Finance ↗

Palomar Hldgs Inc (PLMR) has 341 institutional holders in Filings Flow’s 13F database, together reporting 24.68M shares worth $2.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
341
Q1 2026
Reported Value
$2.8B
Ticker
PLMR
Quarters Tracked
8

Ownership Trend

Institutional holders
Q2 ’19: 49Q2 ’19Q3 ’19: 78Q3 ’19Q2 ’21: 135Q2 ’21Q4 ’21: 142Q4 ’21Q4 ’22: 176Q4 ’22Q4 ’25: 336Q4 ’25Q1 ’26: 341Q1 ’26Q2 ’26: 13Q2 ’26filingsflow.com
Total reported value
Q2 ’19: $110MQ2 ’19Q3 ’19: $360MQ3 ’19Q2 ’21: $7.4BQ2 ’21Q4 ’21: $6.6BQ4 ’21Q4 ’22: $507MQ4 ’22Q4 ’25: $3.1BQ4 ’25Q1 ’26: $2.8BQ1 ’26Q2 ’26: $28MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
VILLERE ST DENIS J & CO LLC$907M AUM3.25%$29M246.5KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM2.48%$22M181.6KQ1 2026OLDER
SCHOLTZ & COMPANY, LLC$195M AUM1.64%$3M26.8KQ1 2026OLDER
Alternative Investment Advisors, LLC.$229M AUM1.24%$3M23.8KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM1.17%$85M714.9KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM1.13%$36M298.4KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.95%$20M163.3KQ1 2026OLDER
Aubrey Capital Management Ltd$186M AUM0.91%$2M17.2KQ4 2025OLDER
Sheets Smith Investment Management$154M AUM0.80%$1M10.6KQ3 2025OLDER
Riverwater Partners LLC$300M AUM0.75%$2M18.9KQ1 2026OLDER
PVG ASSET MANAGEMENT CORP$173M AUM0.74%$1M10.1KQ2 2026
Philadelphia Financial Management of San Francisco, LLC$346M AUM0.73%$7M55.9KQ3 2025OLDER
Future Fund LLC$284M AUM0.64%$2M15.3KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.61%$5M45.4KQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM0.55%$26M214.7KQ1 2026OLDER
DC Investments Management, LLC$261M AUM0.53%$1M11.5KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.51%$51M426.0KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.50%$6M46.7KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.50%$39M326.9KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.45%$11M89.5KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.43%$102M854.1KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.42%$8M68.1KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.40%$57M476.5KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.35%$33M274.6KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.32%$1M10.1KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.32%$9M71.8KQ1 2026OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.31%$5M38.9KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.30%$1M10.5KQ4 2025OLDER
Quantum Portfolio Management LLC$230M AUM0.30%$993,0768.5KQ3 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.27%$1M10.5KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.25%$3M28.5KQ3 2025OLDER
Legacy Capital Group California, Inc.$263M AUM0.25%$992,7258.5KQ3 2025OLDER
VARCOV Co.$268M AUM0.22%$556,2894.1KQ4 2025OLDER
Yorktown Management & Research Co Inc$120M AUM0.20%$239,0002.0KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.18%$2M16.6KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.17%$8M64.8KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.16%$4M34.1KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.15%$23M195.1KQ2 2026
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.14%$462,1104.0KQ3 2025OLDER
Marshall Financial Group, LLC$625M AUM0.14%$702,2516.0KQ3 2025OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.13%$827,5247.1KQ3 2025OLDER
Gallacher Capital Management LLC$261M AUM0.13%$328,8642.8KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.12%$717,0006.1KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.12%$665,3185.6KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.12%$19M157.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.11%$1M12.5KQ3 2025OLDER
BCS Private Wealth Management, Inc.$329M AUM0.10%$342,9652.9KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.10%$3M23.2KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM0.10%$4M32.5KQ4 2025OLDER
Caitlin John, LLC$167M AUM0.10%$162,2811.4KQ1 2026OLDER
Arcus Capital Partners, LLC$278M AUM0.09%$250,9502.1KQ1 2026OLDER
NOVEM GROUP$873M AUM0.08%$656,0195.6KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.07%$27M234.5KQ3 2025OLDER
Perbak Capital Partners LLP$406M AUM0.07%$406,4073.5KQ3 2025OLDER
Keebeck Wealth Management$889M AUM0.07%$627,3755.3KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.07%$246,8872.1KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.06%$2M17.7KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.06%$328,8852.8KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.06%$440,5753.2KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.06%$8M70.5KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.06%$205,4801.8KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.06%$37M308.8KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.06%$829,8086.9KQ1 2026OLDER
KICKSTAND VENTURES, LLC.$475M AUM0.06%$279,0332.3KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.06%$239,1202.0KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.06%$23M193.8KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.06%$86M716.3KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.05%$546,8904.3KQ2 2026
Janus Henderson Group Ltd.$209.4B AUM0.05%$112M934.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$11M91.7KQ3 2025OLDER
One Capital Management, LLC$3.6B AUM0.05%$2M15.3KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.05%$9M79.4KQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM0.05%$2M20.6KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.05%$12M104.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M30.8KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.04%$10M84.2KQ1 2026OLDER
SkyOak Wealth, LLC$546M AUM0.04%$237,9252.0KQ1 2026OLDER
OSSIAM$5.7B AUM0.04%$2M20.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$347,3313.0KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M13.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.04%$38M320.4KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$424,0893.1KQ4 2025OLDER
F/m Investments LLC$1.5B AUM0.04%$575,8714.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.04%$70M585.7KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.04%$1M8.8KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$11M94.8KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.03%$12M101.4KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.03%$228,1261.9KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.03%$361,9663.0KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.03%$7M62.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$29M240.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M26.1KQ4 2025OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.03%$276,7622.3KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$626,7694.7KQ4 2025OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.03%$44,935376Q1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.03%$731,4775.4KQ4 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.03%$100,531746Q4 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.03%$47,800400Q1 2026OLDER
AXIOM INVESTORS LLC /DE$9.0B AUM0.03%$4M30.7KQ3 2025OLDER
Massar Capital Management, LP$934M AUM0.03%$244,8562.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M11.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$11M90.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M12.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M20.7KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.02%$2M17.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M11.9KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$18M148.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.02%$19M160.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$17M141.8KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.02%$6M46.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M13.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$618,2794.6KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$39,812341Q3 2025OLDER
Diversified Trust Co$5.4B AUM0.02%$1M8.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$256,8502.2KQ3 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.02%$1M8.5KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.02%$474,6544.0KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$2682.3KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$81,141695Q3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$78M653.0KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.02%$229,6511.8KQ2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$533,9264.5KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.02%$2M18.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$829,5696.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$698,8105.5KQ2 2026
Catalyst Capital Advisors LLC$5.4B AUM0.01%$675,1755.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M11.9KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$187,2901.6KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$387,4193.2KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$77,785666Q3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$3M24.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M11.1KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$2M15.9KQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$15,816132.3KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.01%$2M12.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$11M93.2KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$589,3744.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$844,5067.1KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$60,826509Q1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$729,5486.1KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$7M55.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$462,9433.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$524M4.39MQ1 2026OLDER
AIA Group Ltd$6.9B AUM0.01%$610,7324.5KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$60M499.3KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.01%$2M17.4KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M14.3KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.01%$239,0002.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M18.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M129.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$316,1972.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$263,3782.2KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$293,9702.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$146M1.22MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$39,674332Q1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$267,4742.3KQ3 2025OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$31,787266Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M70.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$835,1867.0KQ1 2026OLDER
Yarbrough Capital, LLC$2.9B AUM0.01%$202,3141.7KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$12M103.1KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$8M64.1KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$250,7792.1KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$225,2581.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$62,379522Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$830,6767.1KQ3 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.01%$134,5571.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$38M320.9KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$2M20.0KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$3M22.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M12.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M40.1KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$82,712709Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$22M184.2KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$221,5541.9KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$246,7682.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$364M2.70MQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$869,9607.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$82M683.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$8M63.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M12.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$3M24.2KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$3M23.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$556,6324.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$17M145.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$31M256.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$3M23.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$6M54.1KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$205,6441.5KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$34M287.7KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.00%$30,950259Q1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$791,3316.8KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$127M1.06MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$336,0072.9KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$1M8.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$376,4253.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$36M301.5KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$362,4443.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$783,2036.6KQ1 2026OLDER
Avanza Fonder AB$3.6B AUM0.00%$143,0421.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$321,1332.4KQ4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$530,3414.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$962,8647.1KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M30.3KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$894,2207.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M52.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$31,109260.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$143M1.20MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$95,930759Q2 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$45,882393Q3 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$295,3942.2KQ4 2025OLDER
State of Wyoming$844M AUM0.00%$30,122258Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$14M115.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$18M148.4KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$218,8041.8KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$217,0121.8KQ1 2026OLDER
Accent Capital Management, LLC$206M AUM0.00%$6,45354Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M11.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$8,52373Q3 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M11.7KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$2M21.2KQ3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$11,35395Q1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$762,8765.7KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$705,0505.9KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M12.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$630,4505.4KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$200,7921.5KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M23.9KQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.00%$470,9704.0KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M19.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$821,9216.9KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$188,7991.4KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$763,4866.4KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$492,4604.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$234,5792.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M49.9KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$2M20.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$296,9582.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$35M259.5KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$115,759859Q4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M18.7KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$3,77328Q4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M12.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M11.7KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$22,339186Q1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$15,894133Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M13.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M9.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$89,744751Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$378,6963.2KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$328,3012.8KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M61.8KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$39,233291Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M61.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M68.3KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M13.4KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$893,2547.7KQ3 2025OLDER
&PARTNERS$20.2B AUM0.00%$316,6862.4KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M9.4KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$851,5917.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M86.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$826,2236.9KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$5,73648Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M18.7KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M8.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$4M34.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$465,5723.9KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$243,9002.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$18M146.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$35,055293Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$218,5821.6KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M38.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$13,018103Q2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M21.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$238,6601.8KQ4 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$235,1561.7KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M22.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M19.1KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4,78140Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M11.2KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$10,39189Q3 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$1,19510Q1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$853,8456.3KQ4 2025OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$18,959150Q2 2026
Kingdom Financial Group LLC.$349M AUM0.00%$3,46629Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$3,46629Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$52,939443Q2 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,73648Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$626,6565.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$59,631499Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$2,03117Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$9,68081Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$676,8495.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$57,242479Q1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$438,8043.7KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$490,5484.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M11.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$668,6035.6KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$23,718176Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$28,680240Q1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$263,0202.2KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,54310Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$9M77.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$20,913175Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$6,45354Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$697,4656.0KQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$310,1032.6KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$528,6684.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$5985Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M8.6KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$25,591210Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$16,853141Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$91,896769Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$174,8291.5KQ1 2026OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$13,145110Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$47,947411Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$332,7622.5KQ4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$11,950100Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$11,11493Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$274,7102.3KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$1,55413Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$20,435171Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$8,36570Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$4784Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,91216Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M11.7KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,03217Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$339,0212.8KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$4,66139Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$617,2195.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M15.2KQ2 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$239,2392.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M22.1KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,43412Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$11,23494Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$234,4592.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$237,7632.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$634,5455.3KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$19,240161Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$553,0734.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$5,01942Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M19.5KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$795,8706.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2,15118Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$309,1232.7KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$8377Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$4,18335Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$6,06545Q4 2025OLDER
Amundi$367.1B AUM0.00%$750,8196.3KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$7,83662Q2 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$53,058444Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$9568Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$244,4982.0KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$95,600800Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2392Q1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$107,789902Q1 2026OLDER
PITTENGER & ANDERSON INC$2.5B AUM0.00%$4,67040Q3 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$7,17060Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,55413Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$9348Q3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$285,0172.1KQ4 2025OLDER
Davis Capital Management$169M AUM0.00%$2532Q2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$33,218247Q4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,39020Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$8377Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$333,4062.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,82432Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2,56019Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$5845Q3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$8377Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$8377Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,15616Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$3593Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2392Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$8,12668Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$3583Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$2,39020Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2392Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$100,910749Q4 2025OLDER
SouthState Bank Corp$2.1B AUM0.00%$1,88714Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$336,6322.8KQ1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$3593Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$7176Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$434,0003.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$42,423355Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$3,58530Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$1,43412Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$5,37845Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$84,367706Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,79315Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$1201Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$5985Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$670,3155.6KQ1 2026OLDER
Trust Co$1.1B AUM0.00%$3593Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$15,774132Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$5835Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1201Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$6,45354Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$4,90442Q3 2025OLDER
Abound Wealth Management$504M AUM0.00%$1271Q2 2026
TD Capital Management LLC$1.1B AUM0.00%$2702Q4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1201Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$4674Q3 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$1,0769Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$3,58530Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$5,03042Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$8,49063Q4 2025OLDER
TFC Financial Management, Inc.$812M AUM0.00%$1201Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$25,334188Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$5985Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1171Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$6,06445Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$14,460121Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1201Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$5845Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,15616Q4 2025OLDER

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