SEC 13F Intelligence

PRMPERIMETER SOLUTIONS INC

CUSIP 71385M107 · Yahoo Finance ↗ · Google Finance ↗

Perimeter Solutions Inc (PRM) has 10 institutional holders in Filings Flow’s 13F database, together reporting 127.51M shares worth $3.0B as of Q1 2026. The largest reported holders are Windacre Partnership LLC, Principal Financial Group Inc, and Blackrock, Inc..

Institutional Holders
288
Q1 2026
Reported Value
$3.0B
Ticker
PRM
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 281Q4 ’25Q1 ’26: 288Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $3.4BQ4 ’25Q1 ’26: $3.0BQ1 ’26Q2 ’26: $12MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
East Coast Asset Management, LLC.$303M AUM10.93%$33M1.36MQ1 2026OLDER
Catawba River Capital$208M AUM7.46%$16M599.4KQ1 2026OLDER
Pennant Investors, LP$361M AUM6.35%$23M938.3KQ1 2026OLDER
WINDACRE PARTNERSHIP LLC$9.3B AUM5.71%$534M21.85MQ1 2026OLDER
TenCore Partners, LP$129M AUM5.20%$7M274.1KQ1 2026OLDER
LYNWOOD PRICE CAPITAL MANAGEMENT LP$186M AUM4.59%$9M350.0KQ1 2026OLDER
Davidson Kahn Capital Management, LLC$188M AUM3.52%$7M270.8KQ1 2026OLDER
Senator Investment Group LP$2.2B AUM2.66%$58M2.37MQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM2.31%$3M116.2KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM1.86%$40M1.65MQ1 2026OLDER
Stanley Capital Management, LLC$598M AUM1.42%$9M349.0KQ1 2026OLDER
WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM0.87%$12M509.4KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.73%$3M114.0KQ1 2026OLDER
Pennant Select, LLC$199M AUM0.72%$1M58.7KQ1 2026OLDER
Pacific Capital Partners Ltd$101M AUM0.69%$615,72527.5KQ3 2025OLDER
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM0.65%$6M200.0KQ4 2025OLDER
Phocas Financial Corp.$637M AUM0.59%$5M166.0KQ4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.34%$64M2.61MQ1 2026OLDER
Connecticut Capital Management Group, LLC$106M AUM0.32%$343,10114.1KQ1 2026OLDER
Skye Global Management LP$5.0B AUM0.32%$16M652.0KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.25%$2M110.8KQ3 2025OLDER
Voleon Capital Management LP$4.6B AUM0.22%$10M411.0KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.20%$705,73828.9KQ1 2026OLDER
Teewinot Capital Advisers, L.L.C.$1.3B AUM0.20%$3M102.6KQ1 2026OLDER
Carmel Capital Partners, LLC$277M AUM0.17%$483,36919.8KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.17%$2M67.7KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.16%$306M12.51MQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.16%$24M869.7KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.12%$849,72784.4KQ4 2025OLDER
Wingate Wealth Advisors, Inc.$187M AUM0.12%$210,7157.7KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.11%$473,00017.2KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.10%$2M77.8KQ4 2025OLDER
AKRE CAPITAL MANAGEMENT LLC$6.1B AUM0.10%$6M250.0KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.09%$521,06014.6KQ2 2026
AXQ CAPITAL, LP$777M AUM0.09%$694,09028.4KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.08%$1M52.7KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.08%$353,70512.8KQ4 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.08%$456,65418.7KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.08%$730,45129.9KQ1 2026OLDER
Enclave Advisors LLC$729M AUM0.08%$547,76622.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$452,97916.5KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.07%$46M1.90MQ1 2026OLDER
Third View Private Wealth, LLC$730M AUM0.06%$454,38318.6KQ1 2026OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.06%$260,61010.7KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.05%$432,33117.7KQ1 2026OLDER
Gitterman Wealth Management, LLC$436M AUM0.05%$231,60010.3KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.05%$857,60635.1KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.05%$611,35525.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.05%$98M4.01MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.05%$10M412.1KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.04%$479,80419.6KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.04%$1M46.8KQ3 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$644,06423.4KQ4 2025OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.03%$1M42.2KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.03%$40M1.63MQ1 2026OLDER
Numerai GP LLC$997M AUM0.03%$312,99112.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M43.1KQ4 2025OLDER
Aprio Wealth Management, LLC$1.8B AUM0.03%$559,38922.9KQ1 2026OLDER
Gilbert & Cook, Inc.$774M AUM0.03%$231,1849.5KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.03%$210,9648.6KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.03%$26M1.07MQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$494,92016.3KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$292,81613.1KQ3 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$1M43.3KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$116M4.76MQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.02%$574,60323.5KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$7M242.7KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$14M591.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$40M1.63MQ1 2026OLDER
DAGCO, INC.$461M AUM0.02%$98,7794.0KQ1 2026OLDER
Narwhal Capital Management$1.4B AUM0.02%$275,68510.0KQ4 2025OLDER
State of Wyoming$844M AUM0.02%$179,3856.5KQ4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.02%$238,5758.7KQ4 2025OLDER
Willow Creek Wealth Management Inc.$1.2B AUM0.02%$214,3399.6KQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.02%$24,7671.01MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$14M577.9KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.02%$4M168.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$1M60.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$354,18814.5KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.01%$273,62611.2KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$459,46818.0KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$9M356.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$727,81429.8KQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.01%$854,70035.0KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$48,8402.0KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.01%$3M102.1KQ4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$1M42.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$221M9.04MQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$738,11930.2KQ1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$358,82714.7KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.01%$4M157.2KQ3 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$371,84415.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$11M464.0KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$426,30215.5KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$973,57739.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M76.5KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.01%$73,7243.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M293.2KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$275,99511.3KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M129.6KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.01%$1M50.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$935,11538.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$227,3999.3KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M83.4KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M183.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$182,7785.1KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$260,73210.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$9M376.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$14M574.2KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$620,72725.4KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$296,25010.8KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$93M3.80MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$22M911.9KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$316,04411.5KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$18M839.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$941,39138.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$393,96716.1KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.01%$124,7135.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$909,86733.0KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$363,41814.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$4M165.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$558,29022.9KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$2M60.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$264M10.83MQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$1M47.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$34M1.41MQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$10,891446Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$358,97414.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$28M1.15MQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$984,19940.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$480,31719.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M164.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$523,00321.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$5M193.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$360,04814.7KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$7,545250Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M155.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$26M1.05MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$7M278.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$4M148.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$60M2.81MQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$1M49.0KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$151M6.18MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$493,69920.2KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M48.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$13M550.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$843,22334.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$236M8.57MQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$111,7464.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M59.8KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$20,220828Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$89,2704.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$559,43325.0KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M203.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$1M46.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$42M1.74MQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$3M140.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$754,57830.9KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M65.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M97.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$235,3369.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$321,30311.7KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$24M980.7KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$79M3.24MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$639,65726.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$519,19421.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$42M1.54MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$864,73735.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$451,93216.4KQ4 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$26,274737Q2 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$219,1219.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M82.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$318,55913.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$345,69014.2KQ2 2026
Verition Fund Management LLC$15.4B AUM0.00%$561,61220.4KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M65.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$113,6754.7KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$913,30837.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$969,74339.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$11M455.4KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$2M90.4KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$206,2278.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M93.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$11M434.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M41.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M284.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$35M1.45MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$1M47.0KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$222,4708.1KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$11M440.9KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$358,52313.0KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$56,0442.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M46.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$18,538520Q2 2026
Savant Capital, LLC$20.7B AUM0.00%$332,16113.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$50,0852.1KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$221,6619.9KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M65.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M42.3KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$316,09212.9KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M92.5KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M239.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M66.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$818,21733.5KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$15,921652Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M58.7KQ3 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$234,6678.5KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$254,79810.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M45.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$83,6873.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M142.8KQ1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$2,637108Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M247.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M105.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$253,6069.2KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M197.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M92.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$838,68034.3KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$16,655682Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$279,22810.1KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$218,9749.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$309,96312.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M127.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$7M269.9KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2M68.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$448,54718.4KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$5,367195Q4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$500,61020.5KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M81.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$34,5541.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M62.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M48.5KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$10,379425Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M76.5KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$4,546203Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M247.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$492,82020.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M123.3KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,39257Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$617,46025.3KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$725,04529.7KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$485,96017.7KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$589,37724.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$534,62721.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$1,662165Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$7,764300Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M125.0KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$2,955132Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$96,7034.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$121,2424.4KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$360,46414.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$3,083112Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$50,9412.1KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,891159.3KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$138,8055.3KQ4 2025OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$1,29347Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$103,0284.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$271,91711.1KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$1,12050Q3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,39257Q1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$40,0001.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$7,326300Q1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$1,73471Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$461,53818.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$194,2618.0KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$213,3587.8KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$137,0215.6KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$4,761195Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$218,2908.9KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$306,00612.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M48.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$459,75116.7KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.00%$10,461380Q4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$241,9748.7KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$139,8735.7KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$12,063494Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$321,14713.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M80.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$122,9305.0KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$99,2434.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$1,90578Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$4,127169Q1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$6,662242Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$11,795483Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$287,98511.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$9,573392Q2 2026
Western Wealth Management, LLC$2.6B AUM0.00%$4,274175Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$42,0761.7KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$28,8841.3KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$72,26720.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$333,52813.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$53722Q1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$2,56093Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$14,493560Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$245,08611.0KQ3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$111,1614.6KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$80633Q1 2026OLDER
Amundi$367.1B AUM0.00%$481,56319.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$9,768400Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$70829Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$52319Q2 2026
CVA Family Office, LLC$950M AUM0.00%$90437Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$36715Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$7,057289Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$4,029165Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$48920Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,93079Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$57,5092.4KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$16,899692Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$26911Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,24663Q2 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$34214Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,973108Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$8,792360Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1225Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$24410Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$78232Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$30311Q4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$34214Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1717Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$48,1562.0KQ1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$4,542186Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$26911Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$733Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$1,68569Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$1,22150Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$27,9121.1KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$3,880159Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$733Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$26911Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$51321Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$1,00141Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$46419Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1476Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$241Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$241Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$2,442100Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$241Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$241Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$68428Q2 2026

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