SEC 13F Intelligence

PRCHPORCH GROUP INC

CUSIP 733245104 · Yahoo Finance ↗ · Google Finance ↗

Porch Group Inc (PRCH) has 190 institutional holders in Filings Flow’s 13F database, together reporting 85.32M shares worth $599M as of Q1 2026. The largest reported holders are Granahan Investment Management, LLC, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
190
Q1 2026
Reported Value
$599M
Ticker
PRCH
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 91Q2 ’21Q4 ’21: 121Q4 ’21Q4 ’22: 96Q4 ’22Q4 ’25: 194Q4 ’25Q1 ’26: 190Q1 ’26Q2 ’26: 8Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $1.9BQ2 ’21Q4 ’21: $1.8BQ4 ’21Q4 ’22: $71MQ4 ’22Q4 ’25: $680MQ4 ’25Q1 ’26: $599MQ1 ’26Q2 ’26: $15MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Granahan Investment Management, LLC$2.1B AUM4.40%$91M12.67MQ1 2026OLDER
Park West Asset Management LLC$1.2B AUM3.10%$37M5.10MQ1 2026OLDER
Beartown Capital Management, LLC$209M AUM2.23%$5M650.0KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM1.91%$44M2.61MQ3 2025OLDER
AYAL Capital Advisors Ltd$369M AUM1.37%$5M706.7KQ1 2026OLDER
Panoramic Capital, LLC$142M AUM1.36%$2M269.9KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM1.21%$29M4.08MQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.99%$5M293.5KQ3 2025OLDER
Zweig-DiMenna Associates LLC$722M AUM0.83%$6M839.5KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.82%$10M658.9KQ2 2026
Portolan Capital Management, LLC$1.9B AUM0.82%$15M2.14MQ1 2026OLDER
Veradace Capital Management LLC$112M AUM0.70%$791,719110.4KQ1 2026OLDER
Viewpoint Capital Management LLC$214M AUM0.67%$1M200.3KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.67%$6M352.3KQ3 2025OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.64%$9M521.9KQ3 2025OLDER
G2 Investment Partners Management LLC$406M AUM0.64%$3M360.3KQ1 2026OLDER
ASHFORD CAPITAL MANAGEMENT INC$809M AUM0.62%$5M696.2KQ1 2026OLDER
Ares Systematic Credit Ltd$123M AUM0.58%$714,21378.2KQ1 2026OLDER
683 Capital Management, LLC$1.9B AUM0.39%$8M450.0KQ3 2025OLDER
Potomac Capital Management, Inc.$115M AUM0.38%$440,95561.5KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.37%$2M342.4KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.36%$10M1.40MQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.36%$30M4.17MQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.32%$773,578107.9KQ1 2026OLDER
Pembroke Management, LTD$691M AUM0.28%$2M271.1KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.25%$973,800135.8KQ1 2026OLDER
Alpha Wave Global, LP$791M AUM0.23%$2M257.0KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.23%$101,55211.1KQ4 2025OLDER
Schneider Downs Wealth Management Advisors, LP$907M AUM0.22%$2M274.2KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.18%$6M380.8KQ3 2025OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.15%$2M291.6KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.14%$948,12560.6KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.12%$18M2.46MQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.11%$441,96661.6KQ1 2026OLDER
RAM Investment Partners, LLC$569M AUM0.11%$616,19085.9KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.09%$3M457.8KQ1 2026OLDER
ZAZOVE ASSOCIATES LLC$2.1B AUM0.08%$758,916105.8KQ2 2026
Mirador Capital Partners LP$817M AUM0.07%$518,18330.9KQ3 2025OLDER
Progeny 3, Inc.$1.9B AUM0.06%$1M128.9KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.06%$2M141.7KQ3 2025OLDER
RIK SAYLOR FINANCIAL, INC.$132M AUM0.05%$71,70010.0KQ1 2026OLDER
Werba Rubin Papier Wealth Management$718M AUM0.05%$385,09453.7KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M193.1KQ1 2026OLDER
Clarius Group, LLC$1.8B AUM0.05%$811,42088.9KQ4 2025OLDER
SmartHarvest Portfolios, LLC$240M AUM0.04%$107,59315.0KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.04%$2M100.4KQ3 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.04%$5M760.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$234,64125.7KQ4 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.03%$2M212.1KQ4 2025OLDER
Numerai GP LLC$997M AUM0.03%$257,81936.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$325,97745.5KQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.02%$106,23711.6KQ4 2025OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.02%$403,77956.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$3M371.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$31M4.36MQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$230,77513.8KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$125,85713.8KQ4 2025OLDER
RiverPark Advisors, LLC$276M AUM0.02%$39,1652.3KQ3 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.02%$6M887.5KQ1 2026OLDER
Osbon Capital Management LLC$123M AUM0.02%$19,2872.7KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$5,578611Q4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.02%$457,51350.1KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M283.7KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$816,81748.7KQ3 2025OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.01%$212,55212.7KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.01%$229,42825.1KQ4 2025OLDER
Skaana Management L.P.$296M AUM0.01%$35,8505.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$27,4083.0KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$1M177.7KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$516,89556.6KQ4 2025OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$255,99835.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$910,14854.2KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.01%$273,95016.3KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$353,21238.7KQ4 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$3M365.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$759,031105.9KQ1 2026OLDER
Marble Harbor Investment Counsel, LLC$923M AUM0.01%$76,00210.6KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$628,93187.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$311,78034.1KQ4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$76245.4KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$297,67337.0KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$176,34411.7KQ2 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$6M367.4KQ3 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$240,49633.5KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$37,8714.1KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$637,55688.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$194,84321.3KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M141.8KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$827,246115.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$893,446124.6KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$40,2315.6KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$10,9931.2KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.00%$238,66733.3KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.00%$91,30010.0KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.00%$666,81093.0KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$473,26366.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M593.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$109,98115.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$107,60611.8KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.00%$200,95428.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$302,82918.0KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$24M3.38MQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$6,237529Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$752,19382.4KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$11M1.54MQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$179,22710.7KQ3 2025OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$490,12653.7KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$376,16052.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$531,29774.1KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$71,70010.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M120.3KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$532,76774.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M78.9KQ3 2025OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$3,263455Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$735,470102.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$9M1.23MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$452,65749.6KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M167.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M196.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$48,2686.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$150,19020.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$159,71222.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M677.9KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$9,9951.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$46,4266.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$7M1.04MQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$291,95932.0KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$216,46212.9KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$16M2.27MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$940,271103.0KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$57M7.94MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$67M7.31MQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$164,27922.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$530,14373.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$6M876.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$16M2.17MQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,635228Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$5M722.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$31M4.35MQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$503,40030.0KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M225.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$5M673.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$4M541.7KQ2 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$963,181134.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$649,83190.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M741.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$154,21316.9KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$1M165.0KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$476,58652.2KQ4 2025OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$1,37682Q3 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$4,702515Q4 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$10,354617Q3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$727,743101.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$17M2.31MQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M374.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M141.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$132,69518.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$310,97734.1KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$131,92818.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$9M947.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$91,78412.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M380.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,535214Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$222,17731.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$2M312.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$298,86041.7KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$2,181130Q3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$426,35759.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M186.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$118,24816.5KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$315,32044.0KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$168,90518.5KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$348,10448.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$92,04812.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$149,07920.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M613.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$159,17422.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$182,83525.5KQ1 2026OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$798100Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$734,14380.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$91,19512.7KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.00%$717100Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M364.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$71,98710.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M211.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$506,28870.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$8,8331.2KQ2 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$602,52484.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$348,67748.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$268,01537.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$265,83738.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$7,2781.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$24,1063.4KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$362,44350.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$91,06712.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$109,02913.3KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,02368Q2 2026
BARCLAYS PLC$416.3B AUM0.00%$530,30774.0KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$50270Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$195,02427.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$114,38316.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$50255Q4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$78,43410.9KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,345327Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$103,58514.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,169442Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$209,97029.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$27,0673.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$273,32916.3KQ3 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$53174Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$1,05370Q2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$3,298460Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$385,12353.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$78,21810.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$355,47838.9KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$73,57910.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$293,83441.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$82,48411.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$109,66515.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$422,00058.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,391194Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$897125Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$142,52821.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$136,79619.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,539223Q1 2026OLDER
Quarry LP$558M AUM0.00%$30843Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$47566.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$35,3724.9KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$67,3279.4KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$1,076150Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$108,49211.9KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$16,9862.4KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$44,1746.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$52,8287.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$28740Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$22,5783.1KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$10011Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$9,3781.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$133,42518.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$35950Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,076150Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$868121Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$17319Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$738Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$19827Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,527213Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$223Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$5,220728Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$71Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$829Q4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$71Q1 2026OLDER

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