SEC 13F Intelligence

PLNTPLANET FITNESS MASTER ISSUER

CUSIP 72703H101 · Yahoo Finance ↗ · Google Finance ↗

Planet Fitness Master Issuer (PLNT) has 422 institutional holders in Filings Flow’s 13F database, together reporting 89.68M shares worth $5.4B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Srs Investment Management, LLC.

Institutional Holders
422
Q1 2026
Reported Value
$5.4B
Ticker
PLNT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 235Q4 ’18Q1 ’19: 270Q2 ’19: 297Q2 ’19Q3 ’19: 264Q2 ’21: 284Q2 ’21Q4 ’21: 306Q4 ’22: 302Q4 ’22Q4 ’25: 428Q1 ’26: 422Q1 ’26Q2 ’26: 14filingsflow.com
Total reported value
Q4 ’18: $21.2BQ4 ’18Q1 ’19: $29.8BQ2 ’19: $31.3BQ2 ’19Q3 ’19: $30.3BQ2 ’21: $31.2BQ2 ’21Q4 ’21: $53.3BQ4 ’22: $4.4BQ4 ’22Q4 ’25: $8.1BQ1 ’26: $5.4BQ1 ’26Q2 ’26: $51Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Pelham Capital Ltd.$128M AUM8.26%$16M143.0KQ4 2025OLDER
Dorsal Capital Management, LP$2.6B AUM7.30%$188M2.52MQ1 2026OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM5.63%$165M2.21MQ1 2026OLDER
Two Creeks Capital Management, LP$974M AUM4.61%$45M603.9KQ1 2026OLDER
Sea Cliff Partners Management, LP$194M AUM3.94%$8M102.5KQ1 2026OLDER
SRS Investment Management, LLC$9.5B AUM3.84%$363M4.89MQ1 2026OLDER
CADIAN CAPITAL MANAGEMENT, LP$821M AUM3.22%$26M355.0KQ1 2026OLDER
BWCP, LP$656M AUM2.98%$18M165.5KQ4 2025OLDER
MONIMUS CAPITAL MANAGEMENT, LP$361M AUM2.24%$8M108.8KQ1 2026OLDER
Triodos Investment Management BV$1.3B AUM2.08%$28M370.0KQ1 2026OLDER
2Xideas AG$255M AUM2.02%$5M69.3KQ1 2026OLDER
ELWOOD CAPITAL PARTNERS LP$197M AUM1.89%$4M50.0KQ1 2026OLDER
MANE GLOBAL CAPITAL MANAGEMENT LP$971M AUM1.84%$34M315.4KQ4 2025OLDER
SAMLYN CAPITAL, LLC$5.9B AUM1.66%$121M1.16MQ3 2025OLDER
TORQUE ASSET MANAGEMENT LLC$254M AUM1.45%$4M49.5KQ1 2026OLDER
Metavasi Capital LP$276M AUM1.33%$4M42.5KQ3 2025OLDER
Coastline Complete Wealth LLC$161M AUM1.25%$2M27.0KQ1 2026OLDER
Walter Public Investments Inc.$418M AUM1.03%$4M58.2KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.96%$4M37.5KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.96%$26M346.3KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM0.86%$39M361.7KQ4 2025OLDER
Future Fund LLC$284M AUM0.80%$2M30.4KQ1 2026OLDER
Katamaran Capital LLP$124M AUM0.78%$974,00613.1KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.76%$45M435.0KQ3 2025OLDER
HERITAGE OAK WEALTH ADVISORS LLC$315M AUM0.65%$2M27.4KQ1 2026OLDER
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM0.60%$11M152.2KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.60%$865,19311.63MQ1 2026OLDER
Taproot Management LP$530M AUM0.55%$3M39.2KQ1 2026OLDER
Greenvale Capital LLP$912M AUM0.49%$6M60.0KQ3 2025OLDER
Ninety One SA (PTY) Ltd$2.3B AUM0.49%$11M153.2KQ1 2026OLDER
Ninety One UK Ltd$43.1B AUM0.49%$209M2.81MQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.47%$14M189.6KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.46%$64M587.3KQ4 2025OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.44%$11M103.9KQ3 2025OLDER
DeepCurrents Investment Group LLC$3.1B AUM0.43%$13M1.2KQ4 2025OLDER
Hollow Brook Wealth Management LLC$392M AUM0.43%$2M22.5KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.41%$2M25.2KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.39%$38M506.6KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.38%$4M52.9KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.38%$30M402.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.37%$6M78.0KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.36%$108M1.45MQ1 2026OLDER
1248 Management, LLC$216M AUM0.35%$646,2646.0KQ4 2025OLDER
Hilton Capital Management, LLC$1.3B AUM0.34%$5M60.8KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.32%$1M14.4KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.30%$605,9748.1KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM0.29%$648,6908.7KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.28%$6M56.5KQ3 2025OLDER
AXA S.A.$256M AUM0.28%$716,2059.6KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.28%$4M48.8KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.27%$89M1.20MQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.27%$39M358.3KQ4 2025OLDER
Interval Partners, LP$3.8B AUM0.26%$10M135.2KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.26%$9M80.3KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.25%$6M61.4KQ3 2025OLDER
Corient IA LLC$106M AUM0.25%$263,3053.5KQ1 2026OLDER
Thematics Asset Management$2.2B AUM0.25%$5M52.5KQ3 2025OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.23%$255,1233.4KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.22%$13M171.1KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.21%$46M422.0KQ4 2025OLDER
Synergy Financial Group, LTD$133M AUM0.20%$286,3612.6KQ4 2025OLDER
MIROVA$2.5B AUM0.19%$5M62.0KQ1 2026OLDER
AEGON ASSET MANAGEMENT UK PLC$7.5B AUM0.18%$15M135.6KQ4 2025OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM0.17%$1M17.6KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.17%$588,6675.4KQ4 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.17%$456,6196.1KQ1 2026OLDER
Delta Global Management LP$1.2B AUM0.17%$2M27.6KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.17%$813,6887.8KQ3 2025OLDER
Csenge Advisory Group$2.2B AUM0.17%$3M33.5KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.16%$11M148.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.16%$890,14212.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.15%$3M25.3KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.15%$504,7436.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.15%$1M15.3KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.14%$4M59.1KQ1 2026OLDER
ABN AMRO Bank N.V.$9.3B AUM0.13%$12M164.8KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.13%$11M100.5KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.13%$539,3297.3KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.13%$110M1.48MQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.13%$1M16.8KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.13%$221,2813.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.12%$46M446.2KQ3 2025OLDER
Ninety One North America, Inc.$2.2B AUM0.12%$3M36.4KQ1 2026OLDER
Fiera Capital Corp$29.2B AUM0.11%$32M435.8KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.11%$24M328.9KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.11%$2M22.5KQ3 2025OLDER
Nippon Life Global Investors Americas, Inc.$2.2B AUM0.11%$2M31.8KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.11%$2M14.5KQ4 2025OLDER
Impax Asset Management Group plc$14.3B AUM0.10%$14M194.3KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.10%$616,3138.3KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.10%$9M119.8KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.10%$14M130.4KQ4 2025OLDER
111 Capital$406M AUM0.09%$375,9915.1KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.09%$370,2645.0KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.09%$4M60.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.09%$11M104.9KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.09%$4M55.2KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.09%$6M56.0KQ3 2025OLDER
Shay Capital LLC$1.2B AUM0.08%$821,6607.6KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.08%$62M837.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.08%$49M652.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.08%$25M342.8KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.08%$509,9176.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.08%$1M17.8KQ1 2026OLDER
Danica Pension, Livsforsikringsaktieselskab$5.3B AUM0.07%$4M51.6KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$714,1229.6KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.07%$654,9168.8KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.07%$261,3713.5KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.07%$2M21.5KQ4 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.07%$892,56012.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.06%$37M500.6KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.06%$2M30.4KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.06%$213,3222.9KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.06%$35M323.7KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.06%$14M186.4KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.06%$884,52711.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.06%$31M421.3KQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.06%$2M28.6KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.06%$44M851.0KQ2 2026
Woodline Partners LP$26.4B AUM0.05%$15M195.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$3M37.4KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.05%$838,63511.3KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.05%$8M113.3KQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.05%$202,2392.7KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.05%$594,2968.0KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.05%$381,2723.5KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.05%$36M477.6KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.05%$440,9314.1KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.05%$39M372.7KQ3 2025OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.04%$20M265.1KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$555M AUM0.04%$219,7602.0KQ4 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.04%$2M16.1KQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.04%$851,50211.4KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.04%$2M21.5KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.04%$86M1.16MQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.04%$48M645.8KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.04%$12M108.4KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.04%$669,7189.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$30M403.6KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M27.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$1M15.3KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M46.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$1M10.3KQ4 2025OLDER
Truvestments Capital LLC$554M AUM0.03%$183,6442.5KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$272,8263.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M24.1KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.03%$3M44.7KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$163,7102.2KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.03%$22M297.4KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$2M31.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$8M101.7KQ1 2026OLDER
Quarry LP$558M AUM0.03%$139,9831.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$215,3772.90MQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$216,8182.9KQ1 2026OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM0.02%$855,37011.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M35.7KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$16M221.3KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$1M13.4KQ3 2025OLDER
LBP AM SA$7.3B AUM0.02%$2M17.5KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$10M127.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$2M22.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$42M561.6KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M24.3KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M18.6KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.02%$3M38.6KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.02%$177,1732.4KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.02%$747,50010.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$260,9253.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M20.0KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.02%$7M92.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$4M58.5KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M11.7KQ4 2025OLDER
State of Wyoming$844M AUM0.02%$163,4132.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$92M1.24MQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$415,2004.0KQ3 2025OLDER
STANCE CAPITAL LLC$206M AUM0.02%$37,190500Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$156M2.09MQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$449,7766.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$3M44.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$51,493533Q1 2026OLDER
NATIXIS$28.0B AUM0.02%$5M63.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M17.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.02%$16M211.8KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$269,6562.5KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$9M131.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$29M383.2KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$24M321.8KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$14M185.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$9M122.6KQ1 2026OLDER
1015 Capital Partners, LLC$103M AUM0.02%$15,471208Q1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.01%$223,8822.1KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$17M231.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$274M3.68MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M11.6KQ3 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$1M15.9KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$861,84111.6KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M40.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M30.8KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$9M127.3KQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.01%$284,1323.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$7M64.1KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$737M9.91MQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$4M54.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M19.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$856M7.89MQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M13.7KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$1M9.5KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$322,2643.0KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$20M266.3KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.01%$7M98.5KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$213,1442.0KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$174M2.36MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M14.0KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$362,8947.0KQ2 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$12M159.2KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.01%$346,2394.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$354,3474.8KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$7M98.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$67M904.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$5M73.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$54M732.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$39M524.7KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$206,5271.9KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M22.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M18.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$6M78.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$22M301.4KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$260,3742.5KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.01%$468,8176.3KQ1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.01%$589,8408.0KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M32.8KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$258,8423.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$127M1.71MQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$4M50.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M20.8KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M20.0KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$145,6751.3KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.01%$27,893375Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M26.6KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$2M21.1KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$5M63.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$23M307.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M59.0KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.01%$2M29.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M95.1KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$14M186.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$283,2393.8KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$509,2056.8KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$211,0902.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$12M164.1KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$902,82412.1KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$18,892182Q3 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M10.0KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$51M684.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$269M3.62MQ1 2026OLDER
VEGA INVESTMENT SOLUTIONS$418M AUM0.01%$28,042377Q1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$248,5043.3KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$529,2254.9KQ4 2025OLDER
Bellevue Group AG$4.2B AUM0.01%$344,1753.2KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$483,2344.5KQ4 2025OLDER
UBS Group AG$666.3B AUM0.01%$43M581.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$173,8303.3KQ2 2026
STATE STREET CORP$2.90T AUM0.01%$187M2.51MQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$750,79210.1KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$424,4125.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M89.7KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$200,9951.9KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$293,8014.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$607,0158.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M24.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$24M320.0KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.01%$2M27.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$255,7732.4KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$8M73.8KQ3 2025OLDER
FIL Ltd$128.7B AUM0.01%$7M96.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M18.6KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$759,04810.2KQ1 2026OLDER
Amundi$367.1B AUM0.01%$19M260.3KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M31.6KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$109,9341.5KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$221,6523.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M17.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$6M77.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$18M246.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$24M318.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M38.0KQ4 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.00%$8M106.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M28.2KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$214,9643.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$3M34.9KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$208,1902.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M21.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$84,4961.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$26M354.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$58M779.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13M119.0KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$8M107.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$339,1014.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$70M643.4KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$2M16.4KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$557,8507.5KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M22.4KQ3 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$48,347650Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M55.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$5M64.2KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$329,8754.4KQ1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.00%$7,78575Q3 2025OLDER
DRW Securities, LLC$7.2B AUM0.00%$229,2393.1KQ1 2026OLDER
Bernard Wealth Management Corp.$234M AUM0.00%$7,438100Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M22.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$11M151.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M40.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1M15.1KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$258,8812.4KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$27,226251Q4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$360,5543.3KQ4 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$745,8406.9KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$51M689.6KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$206,2021.9KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.00%$126,4461.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$15M204.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$404,9995.4KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$230,3553.1KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$621,8178.4KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,139156Q2 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M26.9KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$25,772494Q2 2026
OneDigital Investment Advisors LLC$10.2B AUM0.00%$236,1573.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$72,149970Q1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$469,4126.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$9,000121Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$73,265985Q1 2026OLDER
Fairscale Capital, LLC$145M AUM0.00%$3,12442Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$283,6113.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M26.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$411,6195.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$395,1075.3KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$213,6862.0KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$705,2719.5KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$13M171.0KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$10,847100Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$8M113.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$4M60.4KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$237,8673.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$91,2641.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$17M224.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$8M108.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M17.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M14.6KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$58,3261.1KQ2 2026
Blackstone Inc.$25.6B AUM0.00%$407,0825.5KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$435,2725.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M18.8KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$296,2564.0KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$714,4209.6KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$5,09947Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$338,1013.1KQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$384,7125.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$331,8094.5KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M33.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$1M17.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$238,8512.2KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M36.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$72,074969Q2 2026
BARCLAYS PLC$416.3B AUM0.00%$5M70.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$933,46912.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M34.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$909,59312.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$604,3508.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M48.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$804,2999.3KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M13.7KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$21,468207Q3 2025OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$7,438100Q1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$4,53761Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M72.8KQ2 2026
Arax Advisory Partners$3.5B AUM0.00%$34,602319Q4 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1,78624Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$663,4608.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$70,215944Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$551,5857.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$270,4463.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M18.3KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$8,71984Q3 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$10,164101Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M25.3KQ1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$6,83463Q4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$475,2886.4KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$1,56221Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$44,033592Q1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$2,71225Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$22,783309Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$587,9007.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$137,9751.9KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$220,5202.0KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$522,6587.0KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$467,7766.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$760,76110.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$42,350408Q3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$396,6695.3KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$285,7102.6KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$43,140580Q1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$8,777118Q1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$367,8834.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$67,812940Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$3,57933Q4 2025OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$96713Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$31,686426Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$81811Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$495,7446.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$147,4212.0KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$5,43073Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$836,55211.2KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.00%$2,59525Q3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$672,0249.0KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$4,09155Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$7,438100Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$3,36331Q4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$14,536134Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M24.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$5217Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$2,76553Q2 2026
N.E.W. Advisory Services LLC$1.3B AUM0.00%$5,19050Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M48.2KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$144,0361.9KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$2,82126Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$109,4131.5KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$16,903324Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$242,3303.3KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$367,9003.4KQ4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$139,7601.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$247,5363.3KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,30112Q4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$248,4293.3KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,48820Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$5217Q1 2026OLDER
BNP PARIBAS$3.1B AUM0.00%$9,76490Q4 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$3006Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$254,6653.4KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$7,21597Q1 2026OLDER
NFSG Corp$608M AUM0.00%$1,48820Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$621,9678.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$8,033108Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$2,23130Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$10,414140Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,64549Q1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$69,442669Q3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$89312Q1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$5195Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$329,2064.4KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$4344Q4 2025OLDER
Park Place Capital Corp$499M AUM0.00%$89312Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,82638Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$13,314179Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,79351Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,23330Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$7249Q1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$11,003106Q3 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$2984Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$5958Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$74410Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$72110Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$7607Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$5,20770Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$27,273367Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$2172Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$81911Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$2,90139Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$22,836220Q3 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$7,661103Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$5425Q2 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$89312Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3725Q1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$7597Q4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$81811Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$3725Q1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$1,19016Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$13,537182Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$5968Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$4,12238Q4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$40,690392Q3 2025OLDER
3 FACTOR INDEXING, LLC$118M AUM0.00%$751Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,86025Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1492Q1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM0.00%$6236Q3 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1492Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$14139Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$13,463181Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$5195Q3 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$4,61262Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$2,15729Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,74765Q3 2025OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$1081Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$9,818132Q2 2026
SouthState Bank Corp$2.1B AUM0.00%$74410Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$3253Q4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$5425Q4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$1492Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$89312Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2233Q1 2026OLDER

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