SEC 13F Intelligence

PNWPINNACLE WEST CAP CORP

CUSIP 723484101 · Yahoo Finance ↗ · Google Finance ↗

Pinnacle West Cap Corp (PNW) has 699 institutional holders in Filings Flow’s 13F database, together reporting 124.61M shares worth $12.3B as of Q1 2026. The largest reported holders are Capital Research Global Investors, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
699
Q1 2026
Reported Value
$12.3B
Ticker
PNW
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 472Q4 ’18Q1 ’19: 474Q2 ’19: 494Q2 ’19Q3 ’19: 494Q2 ’21: 475Q2 ’21Q4 ’21: 463Q4 ’22: 512Q4 ’22Q4 ’25: 652Q1 ’26: 699Q1 ’26Q2 ’26: 36filingsflow.com
Total reported value
Q4 ’18: $61.5BQ4 ’18Q1 ’19: $73.0BQ2 ’19: $77.9BQ2 ’19Q3 ’19: $116.9BQ2 ’21: $59.2BQ2 ’21Q4 ’21: $35.9BQ4 ’22: $3.5BQ4 ’22Q4 ’25: $10.5BQ1 ’26: $12.3BQ1 ’26Q2 ’26: $60Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ATLAS Infrastructure Partners (UK) Ltd.$2.8B AUM18.00%$511M5.07MQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM2.31%$705M7.00MQ1 2026OLDER
SKBA CAPITAL MANAGEMENT LLC$728M AUM2.19%$16M158.3KQ1 2026OLDER
REAVES W H & CO INC$6.0B AUM1.80%$109M1.08MQ1 2026OLDER
BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM1.63%$6M61.5KQ1 2026OLDER
CINCINNATI FINANCIAL CORP$5.0B AUM1.48%$73M729.5KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM1.21%$50M500.1KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM1.08%$2M21.8KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.96%$31M305.0KQ1 2026OLDER
Riverwater Partners LLC$300M AUM0.91%$3M27.2KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.91%$59M588.3KQ1 2026OLDER
Greenland Capital Management LP$787M AUM0.84%$8M93.5KQ3 2025OLDER
CINCINNATI CASUALTY CO$191M AUM0.79%$2M15.0KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.77%$8M89.4KQ4 2025OLDER
Soroban Capital Partners LP$51.8B AUM0.75%$388M3.85MQ1 2026OLDER
Aventail Capital Group, LP$2.1B AUM0.74%$15M153.2KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.70%$3M28.0KQ3 2025OLDER
FORTEM FINANCIAL GROUP, LLC$399M AUM0.68%$3M26.9KQ1 2026OLDER
DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.6B AUM0.65%$63M624.9KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.59%$5M49.5KQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM0.57%$8M83.0KQ1 2026OLDER
Kuhn & Co Investment Counsel$155M AUM0.56%$866,0478.6KQ1 2026OLDER
EXCALIBUR MANAGEMENT CORP$278M AUM0.51%$1M14.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.50%$49M547.7KQ3 2025OLDER
CINCINNATI INSURANCE CO$6.6B AUM0.45%$30M296.8KQ1 2026OLDER
TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM0.38%$1M10.5KQ1 2026OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.38%$782,04517.0KQ4 2025OLDER
Keystone Financial Planning, Inc.$374M AUM0.38%$1M14.0KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.37%$12M117.9KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.37%$541,7335.4KQ1 2026OLDER
SFE Investment Counsel$635M AUM0.36%$2M22.9KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.36%$4M36.6KQ1 2026OLDER
Silver Lake Advisory, LLC$252M AUM0.36%$900,0158.9KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.35%$4M36.6KQ1 2026OLDER
NovaPoint Capital, LLC$399M AUM0.35%$1M13.7KQ1 2026OLDER
ROMANO BROTHERS AND COMPANY$880M AUM0.34%$3M29.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.33%$8M81.2KQ1 2026OLDER
Dockside LLC$397M AUM0.32%$1M12.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.31%$4M44.1KQ4 2025OLDER
Quantum Portfolio Management LLC$230M AUM0.31%$711,1947.1KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.31%$1M11.6KQ3 2025OLDER
Epoch Investment Partners, Inc.$16.5B AUM0.30%$50M498.2KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM0.30%$4M41.7KQ1 2026OLDER
JMN Financial LLC$102M AUM0.29%$298,5553.0KQ1 2026OLDER
RIA Advisory Group LLC$421M AUM0.29%$1M12.2KQ1 2026OLDER
US Asset Management LLC$115M AUM0.28%$326,9343.2KQ2 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.28%$19M188.3KQ1 2026OLDER
VIAWEALTH, LLC$180M AUM0.28%$500,9295.0KQ1 2026OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.28%$2M17.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.28%$2M20.2KQ4 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.26%$7M65.9KQ2 2026
Capital Research Global Investors$644.6B AUM0.26%$1.7B16.44MQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.25%$1M11.8KQ2 2026
Channing Capital Management, LLC$3.9B AUM0.25%$10M96.6KQ1 2026OLDER
Midwest Trust Co$8.0B AUM0.25%$20M196.8KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.24%$7M72.4KQ1 2026OLDER
Cincinnati Specialty Underwriters Insurance CO$412M AUM0.24%$979,2909.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.24%$3M26.4KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.23%$398,2834.0KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM0.23%$522,7925.2KQ2 2026
Empower Advisory Group, LLC$38.5B AUM0.23%$89M887.6KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.23%$34M333.7KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.22%$735,8787.3KQ1 2026OLDER
MQS Management LLC$148M AUM0.22%$325,5233.2KQ1 2026OLDER
High Point Wealth Management, LLC$104M AUM0.22%$227,4372.3KQ1 2026OLDER
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$134M AUM0.21%$283,8082.8KQ1 2026OLDER
Red Mountain Financial, LLC$106M AUM0.21%$223,1612.2KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.21%$532,4666.0KQ4 2025OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.21%$12M123.4KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.20%$2M15.2KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.20%$311,9093.5KQ4 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.19%$417,6094.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.19%$15M152.6KQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM0.19%$309,9263.1KQ1 2026OLDER
Ironwood Investment Counsel, LLC$694M AUM0.19%$1M12.8KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.18%$816,4849.2KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.18%$220M2.19MQ1 2026OLDER
M.E. ALLISON & CO., INC.$174M AUM0.18%$304,5802.8KQ2 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.17%$3M32.2KQ1 2026OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.17%$4M35.8KQ1 2026OLDER
Portfolio Design Labs, LLC$562M AUM0.16%$921,1399.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.16%$7M66.5KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.16%$3M24.9KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.16%$2M24.8KQ3 2025OLDER
Elevated Capital Advisors, LLC$397M AUM0.16%$623,8446.2KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.15%$493,9774.9KQ1 2026OLDER
LOM Asset Management Ltd$348M AUM0.15%$456,0005.1KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.15%$50M499.1KQ1 2026OLDER
Magellan Asset Management Ltd$7.7B AUM0.15%$12M115.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.15%$143M1.42MQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.15%$617,9026.1KQ1 2026OLDER
R Squared Ltd$182M AUM0.15%$272,3272.7KQ1 2026OLDER
Parcion Private Wealth LLC$1.6B AUM0.15%$2M23.7KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.15%$4M42.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.15%$124M1.23MQ1 2026OLDER
WHALEROCK POINT PARTNERS, LLC$518M AUM0.14%$744,0047.4KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.14%$30M332.5KQ3 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.14%$3M26.4KQ1 2026OLDER
Gibson Wealth Advisors LLC$149M AUM0.14%$201,5002.0KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.13%$318,9753.2KQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.13%$2M21.4KQ1 2026OLDER
Babb Wealth Advisors LLC$183M AUM0.13%$200,7882.2KQ3 2025OLDER
Probity Advisors, Inc.$631M AUM0.13%$805,1188.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.13%$3M27.1KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.12%$5M51.1KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.12%$508,6955.7KQ4 2025OLDER
Mirador Capital Partners LP$817M AUM0.12%$954,6398.9KQ2 2026
FOCUSED ALPHA, LLC$324M AUM0.11%$368,4433.7KQ1 2026OLDER
Carl P. Sherr & Co., LLC$213M AUM0.11%$241,8002.4KQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM0.11%$46M459.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.11%$21M211.5KQ1 2026OLDER
Scientech Research LLC$120M AUM0.11%$310,9413.5KQ3 2025OLDER
LifeWealth Investments, LLC$335M AUM0.11%$378,1054.2KQ3 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.11%$549,5006.2KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.11%$81M808.9KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.11%$1M10.8KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.10%$213,2882.1KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.10%$19M189.3KQ1 2026OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.10%$749,1777.4KQ1 2026OLDER
INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM0.10%$319,7213.2KQ1 2026OLDER
Excelsior Advisor Network LLC$263M AUM0.10%$264,4692.6KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.10%$4M32.8KQ2 2026
Resolution Capital Ltd$4.8B AUM0.10%$5M45.7KQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.10%$604,0976.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.10%$287M2.84MQ1 2026OLDER
Azimuth Capital Investment Management LLC$2.7B AUM0.09%$2M24.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.09%$23M227.5KQ1 2026OLDER
JBR Co Financial Management Inc$274M AUM0.09%$219,0892.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.09%$58M576.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.09%$365,9024.1KQ3 2025OLDER
Key FInancial Inc$562M AUM0.09%$493,6754.9KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.09%$394,8393.9KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.09%$6M57.8KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.09%$1M11.6KQ1 2026OLDER
Sciencast Management LP$785M AUM0.08%$657,0916.5KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.08%$492,8014.9KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.08%$403,0004.0KQ1 2026OLDER
Invst, LLC$886M AUM0.08%$697,9966.9KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.08%$435,2404.3KQ1 2026OLDER
EVERPAR ADVISORS LLC$352M AUM0.08%$275,5252.6KQ2 2026
Qsemble Capital Management, LP$1.3B AUM0.08%$1M10.2KQ1 2026OLDER
MADDEN SECURITIES Corp$333M AUM0.07%$246,8382.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.07%$6M55.2KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.07%$17M164.8KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.07%$641,6776.4KQ1 2026OLDER
111 Capital$406M AUM0.07%$339,1003.8KQ4 2025OLDER
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.07%$108,1771.0KQ2 2026
BURNEY CO/$3.2B AUM0.07%$2M22.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.07%$99M982.6KQ1 2026OLDER
North Ridge Wealth Advisors, Inc.$178M AUM0.07%$123,9231.2KQ1 2026OLDER
Wilkinson Global Asset Management LLC$1.3B AUM0.07%$906,7509.0KQ1 2026OLDER
TriaGen Wealth Management LLC$366M AUM0.07%$249,5582.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.07%$40M394.9KQ1 2026OLDER
SageGuard Financial Group, LLC$646M AUM0.07%$427,5844.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.07%$428M4.25MQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M22.2KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.06%$866,2338.6KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.06%$365,1183.6KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.06%$3M29.1KQ1 2026OLDER
Asset Planning,Inc$141M AUM0.06%$85,638850Q1 2026OLDER
New Hampshire Trust$496M AUM0.06%$300,3363.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.06%$2M17.3KQ1 2026OLDER
Arvest Bank Trust Division$1.8B AUM0.06%$1M11.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.06%$637,2446.3KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.06%$490,5324.7KQ1 2026OLDER
Dorato Capital Management$135M AUM0.06%$77,340750Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.06%$7M72.2KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.06%$456,9454.5KQ1 2026OLDER
Old Port Advisors$434M AUM0.06%$242,8082.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.05%$6M61.2KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.05%$221,6502.2KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.05%$1M12.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.05%$8M76.2KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.05%$35M346.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$12M117.1KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.05%$453,3754.5KQ1 2026OLDER
Kennebec Savings Bank$111M AUM0.05%$58,838584Q1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.05%$8M82.0KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.05%$8M83.5KQ1 2026OLDER
Empire Financial Management Company, LLC$442M AUM0.05%$220,3362.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$303,2583.0KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.05%$977,9809.7KQ1 2026OLDER
Friedenthal Financial$199M AUM0.05%$98,030973Q1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.05%$738,4928.2KQ3 2025OLDER
Neo Ivy Capital Management$379M AUM0.05%$299,3623.4KQ4 2025OLDER
PCM Encore, LLC$486M AUM0.05%$221,8832.2KQ1 2026OLDER
Marble Wealth, LLC$571M AUM0.04%$255,7942.5KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.04%$818,3517.9KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$533,2195.3KQ1 2026OLDER
Southland Equity Partners LLC$513M AUM0.04%$223,4302.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M50.4KQ1 2026OLDER
PATTON FUND MANAGEMENT, INC.$589M AUM0.04%$254,4952.5KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.04%$982,0009.7KQ1 2026OLDER
Lifeworks Advisors, LLC$779M AUM0.04%$330,3733.3KQ1 2026OLDER
Bedel Financial Consulting, Inc.$888M AUM0.04%$371,7683.7KQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.04%$388,0663.9KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.04%$378,5743.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M19.9KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.04%$2M18.7KQ2 2026
CDKV HOLDINGS LLC$114M AUM0.04%$42,920426Q1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$469,8185.2KQ3 2025OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.04%$2M22.2KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.04%$341,7443.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.04%$16M155.1KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.04%$208,8222.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M14.2KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.03%$936,7989.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.03%$66M650.9KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.03%$1M14.4KQ1 2026OLDER
Tidemark, LLC$393M AUM0.03%$132,6881.3KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.03%$946,0859.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$603M5.99MQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.03%$141,6551.4KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.03%$214,6482.4KQ4 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.03%$271,3202.7KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.03%$1M11.1KQ1 2026OLDER
PFG Advisors$2.1B AUM0.03%$624,7076.2KQ1 2026OLDER
CNB Bank$238M AUM0.03%$72,036715Q1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M25.1KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.03%$353,2073.3KQ2 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$136M1.35MQ1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.03%$7M72.2KQ1 2026OLDER
TCI Wealth Advisors, Inc.$1.9B AUM0.03%$513,6245.1KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.03%$8M75.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.03%$99M983.7KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$16M162.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$108M1.08MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.03%$9M90.0KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.03%$32,743325Q1 2026OLDER
Boreal Capital Management LLC$123M AUM0.03%$31,938317Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.03%$35,061348Q1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M15.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.03%$974,0519.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$11M107.2KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.02%$221,4852.2KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.02%$19M182.2KQ2 2026
STATE STREET CORP$2.90T AUM0.02%$696M6.91MQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.02%$14M135.6KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.02%$27,001268Q1 2026OLDER
Quarry LP$558M AUM0.02%$130,9751.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$259,7962.4KQ2 2026
Jefferies Financial Group Inc.$14.6B AUM0.02%$3M33.5KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$405,5194.0KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.02%$261,5612.6KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$35M344.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.02%$10M100.9KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.02%$38,889386Q1 2026OLDER
HARTFORD INVESTMENT MANAGEMENT CO$3.2B AUM0.02%$689,0296.8KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.02%$100,7501.0KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$225,5162.2KQ1 2026OLDER
CYBER HORNET ETFs LLC$155M AUM0.02%$33,494330Q1 2026OLDER
MUFG SECURITIES AMERICAS INC.$1.6B AUM0.02%$333,6843.3KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$3M24.9KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M14.7KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$25M243.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.2B11.77MQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$497,5235.5KQ3 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.02%$103,2691.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$110M1.09MQ1 2026OLDER
Czech National Bank$18.3B AUM0.02%$4M34.5KQ2 2026
COMERICA BANK$25.1B AUM0.02%$5M56.4KQ4 2025OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M19.3KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.02%$6M54.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$429,2964.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.02%$12M115.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$786M7.80MQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.02%$1M12.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$315M3.13MQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.02%$109,3141.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M32.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.02%$42M423.2KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.02%$462,3424.6KQ1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.02%$403,1014.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.3B14.66MQ4 2025OLDER
DRW Securities, LLC$7.2B AUM0.02%$1M13.4KQ1 2026OLDER
FIRST FINANCIAL CORP /IN/$289M AUM0.02%$53,500500Q2 2026
CERTUITY, LLC$1.5B AUM0.02%$281,3352.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$44M437.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$21M212.6KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M13.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$158M1.57MQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.02%$75M744.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$116M1.15MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M16.4KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.02%$10M99.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$470,1584.4KQ2 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$36M354.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$68M673.9KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.02%$729,0277.2KQ1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.02%$6M59.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$28M275.3KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.02%$254,4952.5KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.02%$265,4672.5KQ2 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.02%$3M31.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$18M177.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$517,5315.1KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.02%$45,083503Q3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M16.0KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$9M86.0KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$23M226.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$4M41.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.02%$17M166.8KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.02%$45,035447Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$14M143.3KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.02%$350,9123.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$411,2624.1KQ1 2026OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.01%$201,5002.0KQ1 2026OLDER
ING GROEP NV$16.4B AUM0.01%$3M30.4KQ3 2025OLDER
UBS Group AG$666.3B AUM0.01%$97M965.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.01%$1M12.7KQ1 2026OLDER
Bravera Wealth$222M AUM0.01%$32,240320Q1 2026OLDER
Creative Capital Management Investments LLC$348M AUM0.01%$50,375500Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$10M101.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$3M28.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$4M36.5KQ1 2026OLDER
YANKCOM Partnership$243M AUM0.01%$34,356341Q1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$716,5788.1KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$2M16.4KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$574,7795.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M72.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$24M236.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$73M723.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.01%$25M250.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$447,5324.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$10M102.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$40M396.7KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.01%$40,300400Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$56M553.4KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$323,9113.2KQ1 2026OLDER
Pacific Center for Financial Services$394M AUM0.01%$50,375500Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$96M954.4KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$410,0974.1KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.01%$412,7734.1KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$562,0615.6KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.01%$869,1708.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M17.1KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M37.6KQ1 2026OLDER
Trust Co$1.1B AUM0.01%$129,4191.3KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$332,2823.3KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$583,3435.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$333,0803.3KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.01%$3M33.7KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$8M79.6KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$45,338450Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M61.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$17M164.1KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.01%$89,462888Q1 2026OLDER
Canada Post Corp Registered Pension Plan$2.5B AUM0.01%$279,8842.8KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$2M16.8KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$35,569401Q4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$614,5756.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M34.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$29M283.7KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.01%$2M15.0KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.01%$72,339718Q1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.01%$206,0672.0KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$315,1643.1KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M20.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$167M1.89MQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.01%$111,4301.1KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$490,6984.9KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$92,8871.0KQ3 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$199,7392.2KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M28.8KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$466,8764.6KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M24.4KQ1 2026OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.01%$40,300400Q1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.01%$30,225300Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$7M69.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$28,956304Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$14M137.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$325,6253.2KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.01%$787,1607.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M21.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$101,9591.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$505,4965.0KQ2 2026
Owl Creek Wealth Partners LLC$281M AUM0.01%$25,188250Q1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M12.2KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$2M17.2KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$200,2342.0KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.01%$3M25.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$887,2958.7KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$644,6996.4KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.01%$997,6279.9KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$703,6527.8KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$8M75.2KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$451,9495.1KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$9M91.5KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$522,2885.2KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.01%$468,9914.7KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$404,7134.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$15M147.7KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$442,6964.4KQ1 2026OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.01%$529,8946.0KQ4 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$343,5583.4KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.01%$493,8774.9KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.01%$109,3141.1KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.01%$21,194210Q1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$338,2073.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$6M57.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$7M66.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M133.3KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.01%$858,0888.5KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.01%$2M18.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M50.6KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.01%$711,2007.1KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M11.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$16M159.1KQ1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.01%$74,656741Q1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$867,3578.6KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$271,8903.0KQ3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.01%$3M26.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$898,2878.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M44.8KQ1 2026OLDER
Silvant Capital Management LLC$2.9B AUM0.01%$182,1561.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$1M13.3KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$8M76.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$85M847.9KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.01%$223,3432.5KQ3 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.01%$954,4059.5KQ1 2026OLDER
EQ WEALTH ADVISORS, LLC$171M AUM0.01%$10,467118Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.01%$192,8831.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$623,4426.2KQ1 2026OLDER
Sachetta, LLC$184M AUM0.01%$11,284112Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M28.9KQ1 2026OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.01%$12,997129Q1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$572,3535.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$78,585780Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$28M281.2KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$385,8733.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M35.1KQ1 2026OLDER
DF DENT & CO INC$5.2B AUM0.01%$302,2503.0KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$1M11.9KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M10.2KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$250,0622.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$760,4387.5KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$332,6773.3KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$4M35.5KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.01%$226,4862.2KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$18,083169Q2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$20M200.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$1M12.5KQ4 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$437,9604.3KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$233,1362.3KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$4M36.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$22M222.2KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$455,7254.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$598,9385.9KQ1 2026OLDER
Piscataqua Savings Bank$148M AUM0.01%$7,49070Q2 2026
CIBC Bancorp USA Inc.$74.4B AUM0.01%$4M37.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$5M46.6KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$211,6202.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M28.3KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.00%$6,17058Q2 2026
ProShare Advisors LLC$67.5B AUM0.00%$3M32.4KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M43.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$3M31.9KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$207,9222.3KQ3 2025OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.00%$423,9564.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$300,6383.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$90,071894Q1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.00%$299,8323.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M13.4KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$572,4825.7KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$44,129438Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$5M49.4KQ1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$9,37093Q1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$7,65776Q1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$221,3282.2KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$169,5951.6KQ2 2026
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$347,4883.4KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$10,277102Q1 2026OLDER
Amundi$367.1B AUM0.00%$16M154.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7M72.1KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$674,3206.7KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$232,4042.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$296,7092.9KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$89,141885Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$58,092577Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$14,408143Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$23M225.3KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.00%$27,203270Q1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$976,1679.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$295,8622.9KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$525,0095.2KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$5M50.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$1M12.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M63.8KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$603,2926.0KQ2 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$962,9829.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$12M123.0KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$777,5887.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$12M131.4KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$12,695126Q1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.00%$95,209945Q1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$93,899932Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$757,4397.5KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$158,9681.6KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$567,0215.6KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,87848.4KQ1 2026OLDER

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