SEC 13F Intelligence

PSTLPOSTAL REALTY TRUST INC

CUSIP 73757R102 · Yahoo Finance ↗ · Google Finance ↗

Postal Realty Trust Inc (PSTL) has 209 institutional holders in Filings Flow’s 13F database, together reporting 21.67M shares worth $384M as of Q1 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
209
Q1 2026
Reported Value
$384M
Ticker
PSTL
Quarters Tracked
7

Ownership Trend

Institutional holders
Q2 ’19: 28Q2 ’19Q3 ’19: 29Q3 ’19Q2 ’21: 75Q2 ’21Q4 ’21: 82Q4 ’21Q4 ’22: 92Q4 ’22Q4 ’25: 200Q4 ’25Q1 ’26: 209Q1 ’26filingsflow.com
Total reported value
Q2 ’19: $40MQ2 ’19Q3 ’19: $40MQ3 ’19Q2 ’21: $154MQ2 ’21Q4 ’21: $435MQ4 ’21Q4 ’22: $65MQ4 ’22Q4 ’25: $283MQ4 ’25Q1 ’26: $384MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Gilman Hill Asset Management, LLC$731M AUM1.48%$10M526.7KQ1 2026
Miller Global Investments, LLC$121M AUM0.94%$1M55.3KQ1 2026
North Star Investment Management Corp.$1.7B AUM0.58%$10M513.3KQ1 2026
WHITE PINE CAPITAL LLC$355M AUM0.47%$2M90.1KQ1 2026
Manatuck Hill Partners, LLC$370M AUM0.40%$1M80.2KQ1 2026
Uniplan Investment Counsel, Inc.$974M AUM0.35%$3M181.7KQ1 2026
TRED AVON FAMILY WEALTH, LLC$301M AUM0.30%$907,97448.9KQ1 2026
DigitalBridge Group, Inc.$1.6B AUM0.27%$4M226.6KQ1 2026
NVWM, LLC$449M AUM0.17%$756,06040.7KQ1 2026
Mendel Money Management$239M AUM0.16%$390,13121.0KQ1 2026
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.15%$829,42443.6KQ1 2026
Daytona Street Capital LLC$130M AUM0.15%$194,05710.4KQ1 2026
FORMULA GROWTH LTD$222M AUM0.13%$296,96016.0KQ1 2026
Canton Hathaway, LLC$496M AUM0.13%$650,23135.0KQ1 2026
CERTIOR FINANCIAL GROUP, LLC$157M AUM0.12%$190,40710.3KQ1 2026
Steadtrust LLC$198M AUM0.12%$204,16011.0KQ1 2026
Diametric Capital, LP$385M AUM0.11%$415,16822.4KQ1 2026
Nilsine Partners, LLC$1.3B AUM0.07%$922,60742.3KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.07%$934,90450.4KQ1 2026
FJ Capital Management LLC$888M AUM0.07%$629,57433.9KQ1 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC$444M AUM0.07%$303,73816.4KQ1 2026
Atom Investors LP$1.4B AUM0.06%$749,63747.8KQ3 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.06%$763,76341.2KQ1 2026
Intrua Financial, LLC$969M AUM0.05%$501,05627.0KQ1 2026
Round Rock Advisors LLC$654M AUM0.05%$283,61119.3KQ2 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.05%$3M167.8KQ4 2025OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.05%$444,79024.0KQ1 2026
MANGROVE PARTNERS IM, LLC$1.2B AUM0.05%$567,26830.6KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.04%$269,99214.5KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$178,54111.1KQ4 2025OLDER
Essex Financial Services, Inc.$1.8B AUM0.04%$693,16037.3KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.04%$3M143.0KQ1 2026
Ethos Financial Group, LLC$1.4B AUM0.04%$508,73331.5KQ1 2026
Cambria Investment Management, L.P.$1.8B AUM0.04%$641,11834.5KQ1 2026
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.03%$2M81.0KQ1 2026
Quantbot Technologies LP$2.4B AUM0.03%$772,67141.6KQ1 2026
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$4M210.9KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M65.5KQ1 2026
VIRTUS ADVISERS, LLC$215M AUM0.03%$63,5683.4KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$513,48127.7KQ1 2026
State of Wyoming$844M AUM0.03%$226,41312.2KQ1 2026
Advisor OS, LLC$1.4B AUM0.03%$349,78218.8KQ1 2026
Jump Financial, LLC$7.5B AUM0.02%$2M96.4KQ1 2026
UMB Bank, n.a.$7.2B AUM0.02%$2M88.9KQ1 2026
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$1M55.0KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$2M91.5KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.02%$20M1.07MQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.02%$12M638.2KQ1 2026
Arete Wealth Advisors, LLC$1.3B AUM0.02%$304,00018.8KQ4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.02%$109,8765.9KQ1 2026
Dakota Wealth Management$4.6B AUM0.02%$778,46341.9KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$18M959.5KQ1 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$401,43424.9KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.01%$285,13715.4KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M444.2KQ1 2026
Principle Wealth Partners LLC$1.7B AUM0.01%$207,50111.2KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M89.3KQ1 2026
Man Group plc$55.1B AUM0.01%$6M338.4KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.01%$903,94648.7KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$375,52520.2KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.01%$806,13543.4KQ1 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.01%$55,6803.0KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M82.4KQ1 2026
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$255,53413.8KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M148.5KQ1 2026
Hillsdale Investment Management Inc.$3.7B AUM0.01%$345,39621.4KQ4 2025OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.01%$175,03811.2KQ3 2025OLDER
Rise Advisors, LLC$284M AUM0.01%$22,5311.4KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M106.4KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M108.5KQ1 2026
WOLFF WIESE MAGANA LLC$181M AUM0.01%$13,698738Q1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$497,11126.8KQ1 2026
Burk Holdings LLC$233M AUM0.01%$17,094921Q1 2026
Private Advisor Group, LLC$21.3B AUM0.01%$1M71.2KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M250.5KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M258.9KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$4M224.2KQ1 2026
BAILARD, INC.$4.4B AUM0.01%$226,43212.2KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.01%$271,10614.6KQ1 2026
Magnetar Financial LLC$9.8B AUM0.01%$505,16627.2KQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$223,85212.1KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$3M170.3KQ1 2026
XTX Topco Ltd$5.8B AUM0.00%$190,63010.3KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$152,45610.3KQ2 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M93.3KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M158.0KQ1 2026
FMR LLC$1.90T AUM0.00%$49M2.65MQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.00%$170,69111.6KQ2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$6M325.1KQ1 2026
Quarry LP$558M AUM0.00%$15,381953Q4 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M77.8KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$192,41210.4KQ1 2026
Triumph Capital Management$491M AUM0.00%$11,136600Q1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$291,50315.7KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M218.7KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M57.0KQ1 2026
Westside Investment Management, Inc.$653M AUM0.00%$12,615665Q1 2026
Point72 (DIFC) Ltd$1.5B AUM0.00%$29,2831.9KQ3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$729,40839.3KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$102,7335.5KQ1 2026
Asset Management One Co., Ltd.$33.9B AUM0.00%$610,62432.9KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$525,45228.3KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$35,5051.9KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$102,2725.5KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$175,49010.9KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$235,45212.7KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$5M280.4KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M69.8KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$6M344.6KQ1 2026
M&G Plc$19.4B AUM0.00%$256,03216.0KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$257,00013.8KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$28,1181.5KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$41,9082.3KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$279,28217.8KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$93,1535.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$308,27419.1KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$671,14836.2KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M129.7KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$10,097544Q1 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$209,10911.4KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.00%$213,53311.5KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$422,87122.8KQ1 2026
Community Bank, N.A.$840M AUM0.00%$7,845500Q3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$801,50543.2KQ1 2026
BARD ASSOCIATES INC$398M AUM0.00%$3,712200Q1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$6,589294Q1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$102,6185.5KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$6M308.0KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$28,3421.5KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$13M724.2KQ1 2026
Creative Planning$147.4B AUM0.00%$1M65.6KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$29,4921.6KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M162.3KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M66.1KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$42M2.25MQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$6,941374Q1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$9,597514Q1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$276,52514.9KQ1 2026
JPL Wealth Management, LLC$435M AUM0.00%$2,655143Q1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$202,04412.5KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$407,08921.9KQ1 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$48,9782.6KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$168,8419.2KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$594,37832.0KQ1 2026
Daiwa Securities Group Inc.$34.8B AUM0.00%$174,9099.4KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$20M1.08MQ1 2026
BAYBAN$115M AUM0.00%$55730Q1 2026
Cetera Investment Advisers$94.0B AUM0.00%$454,77324.5KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$4M189.2KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$2M100.6KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$821,52244.3KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$308,03416.6KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$353,58719.1KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$2M118.6KQ1 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,784150Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M314.7KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$10M556.5KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$255,30013.8KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$547,20429.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$22M1.39MQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M135.7KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M151.5KQ1 2026
CWM, LLC$38.1B AUM0.00%$117,0256.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$1M61.6KQ1 2026
UBS Group AG$666.3B AUM0.00%$2M108.8KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$215,87111.6KQ1 2026
STRS OHIO$25.2B AUM0.00%$70,5283.8KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$8,575462Q1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$408,34225.3KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$868,78246.8KQ1 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$1,856100Q1 2026
Essential Partners LLC$250M AUM0.00%$64844Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$1,960133Q2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M257.2KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$11,396614Q1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$349,87518.9KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$61,4893.3KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$201,76312.9KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$146,7837.9KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$22,6781.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M67.4KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M68.3KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M54.0KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$134,9687.3KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$2,505135Q1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$356,52619.3KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$3M183.9KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$171,58011.5KQ2 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$61233Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$3,344179Q1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$312,43916.8KQ1 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$7,424400Q1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$433,03626.8KQ1 2026
Tortoise Investment Management, LLC$1.2B AUM0.00%$1,569100Q3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$395,08721.3KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$200,44810.8KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$4,326192Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$62,8073.4KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$4,417238Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,264122Q1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$26,7851.7KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$193,54410.4KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$22,5321.2KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$327,34017.6KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M62.2KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$143,5807.7KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$29716Q1 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$706,00038.0KQ1 2026
CENTRAL TRUST Co$5.1B AUM0.00%$4,019249Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$303,80816.4KQ1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,33873Q1 2026
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$1,35684Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$23,5421.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$283,96815.3KQ1 2026
COMERICA BANK$25.1B AUM0.00%$7,199446Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$65,1083.5KQ1 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,11976Q2 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$25,0191.3KQ1 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$39021Q1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$32,8961.8KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,413130Q1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$17,576947Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$5,346288Q1 2026
Legal & General Group Plc$432.4B AUM0.00%$38,3082.1KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$30,0001.7KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$25,0561.4KQ1 2026
MAI Capital Management$17.7B AUM0.00%$91049Q1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$28218Q3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$191Q1 2026
Hughes Financial Services, LLC$651M AUM0.00%$191Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$1298Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,195226Q1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$201Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$815Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$61233Q1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$161Q4 2025OLDER

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