SEC 13F Intelligence

PTENPATTERSON-UTI ENERGY INC

CUSIP 703481101 · Yahoo Finance ↗ · Google Finance ↗

Patterson-Uti Energy Inc (PTEN) has 409 institutional holders in Filings Flow’s 13F database, together reporting 423.31M shares worth $4.4B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC, and Vanguard Group Inc.

Institutional Holders
409
Q1 2026
Reported Value
$4.4B
Ticker
PTEN
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 282Q4 ’18Q1 ’19: 269Q2 ’19: 247Q2 ’19Q3 ’19: 239Q2 ’21: 195Q2 ’21Q4 ’21: 211Q4 ’22: 286Q4 ’22Q4 ’25: 367Q1 ’26: 409Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $23.3BQ4 ’18Q1 ’19: $57.1BQ2 ’19: $27.8BQ2 ’19Q3 ’19: $30.5BQ2 ’21: $67.9BQ2 ’21Q4 ’21: $57.2BQ4 ’22: $1.4BQ4 ’22Q4 ’25: $2.6BQ1 ’26: $4.4BQ1 ’26Q2 ’26: $22Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Monaco Asset Management SAM$542M AUM9.20%$50M4.61MQ1 2026OLDER
Webs Creek Capital Management LP$578M AUM8.21%$47M4.38MQ1 2026OLDER
Sourcerock Group LLC$2.5B AUM7.12%$177M16.31MQ1 2026OLDER
Corigliano Investment Advisers, LLC$256M AUM3.26%$8M769.6KQ1 2026OLDER
KAHN BROTHERS GROUP INC$564M AUM3.25%$18M1.69MQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM2.45%$10M896.5KQ1 2026OLDER
SIR Capital Management, L.P.$1.1B AUM1.74%$19M1.72MQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM1.57%$10M940.7KQ1 2026OLDER
ARGA Investment Management, LP$3.0B AUM1.39%$42M3.91MQ1 2026OLDER
Tejara Capital Ltd$303M AUM1.28%$5M890.5KQ4 2025OLDER
Phocas Financial Corp.$637M AUM1.01%$6M596.7KQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM1.00%$1M113.8KQ1 2026OLDER
Pingora Partners LLC$169M AUM0.91%$2M141.6KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.81%$1M121.5KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.80%$3M278.8KQ1 2026OLDER
GAGNON SECURITIES LLC$433M AUM0.79%$3M314.6KQ1 2026OLDER
CoreCommodity Management, LLC$538M AUM0.71%$4M353.3KQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.71%$6M530.6KQ1 2026OLDER
Hara Capital LLC$200M AUM0.66%$1M121.8KQ1 2026OLDER
Merewether Investment Management, LP$5.2B AUM0.63%$33M3.00MQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.57%$10M935.1KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.53%$26M2.43MQ1 2026OLDER
Carrera Capital Advisors$649M AUM0.50%$3M300.1KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.48%$7M614.2KQ1 2026OLDER
NYL Investors LLC$265M AUM0.45%$1M110.8KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.45%$133M12.25MQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.38%$13M1.20MQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.36%$10M1.62MQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.36%$8M704.3KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.35%$952,022183.8KQ3 2025OLDER
Ninepoint Partners LP$904M AUM0.34%$3M500.0KQ4 2025OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.32%$6M1.18MQ3 2025OLDER
Blackstone Inc.$25.6B AUM0.30%$77M7.14MQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.26%$18M1.63MQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.25%$7M675.0KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.24%$9M742.5KQ1 2026OLDER
Numerai GP LLC$997M AUM0.22%$2M203.3KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.22%$1M122.4KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.20%$28M2.56MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.20%$1M101.3KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.20%$787,22272.7KQ1 2026OLDER
JMN Financial LLC$102M AUM0.16%$161,08514.9KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.15%$988,81513.7KQ4 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.15%$5M887.6KQ4 2025OLDER
Scientech Research LLC$120M AUM0.15%$234,53238.4KQ4 2025OLDER
FORA Capital, LLC$1.4B AUM0.15%$2M185.9KQ1 2026OLDER
PURSUE WEALTH PARTNERS LLC$167M AUM0.13%$241,74046.7KQ3 2025OLDER
Havemeyer Place LP$867M AUM0.13%$671,135109.8KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.13%$441,47440.8KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.12%$2M166.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.12%$73M6.70MQ1 2026OLDER
Garrett Wealth Advisory Group, LLC$562M AUM0.12%$687,28363.5KQ1 2026OLDER
FPC INVESTMENT ADVISORY, INC.$201M AUM0.11%$227,73320.1KQ1 2026OLDER
EIGHT 31 FINANCIAL, LLC$166M AUM0.11%$183,78117.0KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.11%$1M190.0KQ4 2025OLDER
Legato Capital Management LLC$1.1B AUM0.11%$1M106.8KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.11%$16M1.52MQ2 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.10%$5M426.1KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.10%$2M150.9KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.10%$6M510.3KQ1 2026OLDER
Aventail Capital Group, LP$2.1B AUM0.10%$2M190.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.10%$1M100.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.09%$178M16.41MQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.09%$4M386.8KQ1 2026OLDER
Archer Investment Corp$469M AUM0.09%$412,42838.1KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.09%$2M377.3KQ4 2025OLDER
KLCM Advisors, Inc.$1.2B AUM0.09%$1M93.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.08%$1M241.4KQ4 2025OLDER
Rinkey Investments$391M AUM0.08%$305,73128.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.08%$3M248.6KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.08%$299,29057.8KQ3 2025OLDER
Diametric Capital, LP$385M AUM0.08%$202,52739.1KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.07%$31M2.86MQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.07%$96,4638.91MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.07%$45M4.13MQ1 2026OLDER
Brucke Financial, Inc.$197M AUM0.07%$124,63820.4KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.07%$5M470.1KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.06%$518,000100.0KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.06%$252,94523.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.06%$1M135.6KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.06%$137,53012.7KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.06%$583,14153.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.06%$8M758.2KQ1 2026OLDER
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.06%$243,16622.5KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.06%$4M735.4KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.06%$33M3.20MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.05%$102M9.45MQ1 2026OLDER
Round Hill Asset Management$153M AUM0.05%$86,35914.1KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$2M143.2KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.05%$44M8.57MQ3 2025OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.05%$268,15124.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$12M1.14MQ1 2026OLDER
GRACE & WHITE INC /NY$566M AUM0.05%$275,08225.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$230M21.21MQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.05%$165,93132.0KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M257.1KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.04%$336,99731.1KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.04%$5M488.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$36M3.34MQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$13M1.24MQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.04%$187,99230.8KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$244,02222.5KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.04%$868,090167.6KQ3 2025OLDER
WealthTrust Axiom LLC$406M AUM0.04%$135,71026.2KQ3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.04%$984,53490.9KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.04%$169,29515.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.04%$2M173.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$53M4.86MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$283,24826.2KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.03%$11M1.06MQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.03%$192,16817.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$39M3.58MQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.03%$216,27520.0KQ1 2026OLDER
SilverOak Wealth Management LLC$632M AUM0.03%$193,57517.9KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$196,11437.9KQ3 2025OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.03%$3M258.6KQ1 2026OLDER
AWM CAPITAL, LLC$1.1B AUM0.03%$332,31030.7KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.03%$4M384.9KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.03%$120,44011.1KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M107.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M153.2KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.03%$3M321.9KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.03%$2M315.8KQ4 2025OLDER
Investors Research Corp$523M AUM0.03%$133,75112.3KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.03%$244,50922.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.02%$30M2.67MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$57M5.30MQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.02%$482,84393.2KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$53,2618.7KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.02%$145M13.37MQ1 2026OLDER
OARSMAN CAPITAL, INC.$806M AUM0.02%$164,05426.9KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M152.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$11M1.05MQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.02%$26M2.44MQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$97,81918.9KQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$4M810.3KQ3 2025OLDER
Sunburst Financial Group, LLC$617M AUM0.02%$122,95713.4KQ2 2026
M&G Plc$19.4B AUM0.02%$4M346.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M204.9KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.02%$198,42718.3KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.02%$56M5.16MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$165M15.24MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.02%$13M1.20MQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.02%$400,53377.3KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$579,48153.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$219,96942.5KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M202.3KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$215,97420.1KQ1 2026OLDER
OAK FAMILY ADVISORS, LLC$355M AUM0.02%$65,68212.7KQ3 2025OLDER
Adams Wealth Management$455M AUM0.02%$76,60812.6KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M153.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$293M27.06MQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$850,09769.6KQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$377,50734.9KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M590.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$10M946.1KQ1 2026OLDER
CacheTech Inc.$519M AUM0.01%$76,60812.6KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.01%$654,12160.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M312.3KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$3M322.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M273.5KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$1M102.2KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M103.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$8M701.1KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$18,1762.0KQ2 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$150,45329.0KQ3 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.01%$142,12213.1KQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$3M309.6KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M379.6KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$6M981.0KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$376,16634.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$673,70262.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$659M60.88MQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$3M305.5KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$855,46279.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$545,71350.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$8M778.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$40M3.65MQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$497,63846.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$23M2.09MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M186.1KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$441,26840.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M404.1KQ4 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$451,38441.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$405,71337.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$10M967.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$503,11846.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$11M1.03MQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$963,83889.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$307,70228.4KQ1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.01%$22,5162.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M99.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$5M503.9KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$128,33611.8KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$774,70271.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.01%$183,52630.0KQ4 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$564,998109.1KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M92.4KQ1 2026OLDER
SPROTT INC.$3.4B AUM0.01%$292,41027.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$456,40485.8KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.01%$20M1.81MQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.01%$415,75780.3KQ3 2025OLDER
Qtron Investments LLC$738M AUM0.01%$62,89010.3KQ4 2025OLDER
Petrus Trust Company, LTA$915M AUM0.01%$73,11114.1KQ3 2025OLDER
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.01%$221,21420.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$42M3.86MQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$183,97935.5KQ3 2025OLDER
PDS Planning, Inc$1.5B AUM0.01%$111,80910.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$48M4.42MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$279,77225.8KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.01%$3M304.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M364.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$6M538.6KQ1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.01%$671,72062.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M594.5KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$297,82527.5KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$7M646.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$604,51155.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$321,88152.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$893,30182.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$1M99.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$25M2.26MQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$503,48746.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$67,9507.4KQ2 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$610,97456.4KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.01%$216,60020.0KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM0.01%$109,55010.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$96M8.82MQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$5M417.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$453,77741.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$162M14.99MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$146,98116.0KQ2 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$41M3.80MQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$5M475.7KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$2M190.0KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$4M338.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$21M1.96MQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$736,44068.0KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$495,64895.7KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$5M425.3KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$428,09939.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$32M2.92MQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$925,08885.4KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$779,025127.5KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$180M16.62MQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$144,19113.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$8M713.1KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$27,5732.5KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$64,59360.0KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$6M568.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$18M1.65MQ1 2026OLDER
Quotient Wealth Partners, LLC$3.8B AUM0.00%$166,59815.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$8M733.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M570.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$18M1.66MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$910,29484.1KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$26,3652.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$9,336862Q1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.00%$150,77513.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$140,04512.9KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.00%$25,2584.9KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$981,90290.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$53M4.86MQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$3M304.3KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$298,12327.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$258M42.21MQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.00%$109,94610.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M327.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$1M210.9KQ4 2025OLDER
Bleakley Financial Group, LLC$6.4B AUM0.00%$219,28320.2KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$2M149.1KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$28,4292.6KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$225,84820.9KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$874,58780.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M137.6KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M120.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M202.0KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$202,55818.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$445,12441.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$145,91413.5KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$34,8753.3KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$452,14074.0KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M490.8KQ4 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$121,03611.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M118.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$861,76579.6KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$8,0591.6KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$976,18490.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$230,95837.8KQ4 2025OLDER
Choate Investment Advisors$5.1B AUM0.00%$144,03913.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$915,09284.5KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$217,51020.1KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$77,0647.0KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$126,52711.7KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.00%$143,47523.5KQ4 2025OLDER
Founders Capital Management$205M AUM0.00%$5,1801.0KQ3 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$477,24644.1KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$183,47116.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$996,17992.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M279.6KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$3,022279Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$28,9162.7KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$64,64112.5KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M121.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$247,26640.5KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M162.8KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$17,0791.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M948.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$136,79412.6KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$1M114.2KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M253.4KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$10,5831.7KQ2 2026
MORGAN STANLEY$1.67T AUM0.00%$38M6.15MQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$575,89653.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$524,72185.9KQ4 2025OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$8,144752Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$248,50522.9KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$385,94835.6KQ1 2026OLDER
ABOUND FINANCIAL, LLC$229M AUM0.00%$4,332400Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$4,726797Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$44,6954.1KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$111,69010.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$9M793.1KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$270,75025.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M138.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$233,43321.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$11M972.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M94.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M260.5KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$165,01415.2KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M200.5KQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$105,7879.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$326,12430.1KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$8,231760Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$25M2.27MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$688,72363.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$2M220.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$370,67934.2KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$7,343678Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,697526Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$907,93583.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M367.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$7,419685Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M986.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M841.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$547,20951.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M309.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$61,83310.1KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$220,33620.3KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$1,430132Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,766727Q3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$115,19210.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$18,7361.7KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$82,96413.6KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M448.0KQ2 2026
CIBC Asset Management Inc$40.9B AUM0.00%$372,30334.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$584,83254.0KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$3,249300Q1 2026OLDER
CNB Bank$238M AUM0.00%$2,036188Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$74,7166.9KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$130,76112.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$199,24018.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M157.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M139.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M405.3KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$161,17214.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$621,83757.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$24,7562.3KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$208,85719.3KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$150,54813.9KQ1 2026OLDER
Pentwater Capital Management LP$19.3B AUM0.00%$129,50025.0KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$379,05035.0KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$14,0911.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$140,34123.0KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$121,87511.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$610,38756.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$115,76010.7KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$376,18034.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$7,928732Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M137.7KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,110102Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$308,52928.5KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$288,56526.6KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$111,04921.4KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$257,72223.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$982,75190.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M95.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$146,07513.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$539,87049.8KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$308,65528.5KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$310,80060.0KQ3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$35,0573.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,222389.8KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$348,07032.1KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$26,3062.4KQ2 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$654,286123.0KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$892172.3KQ3 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$2,534234Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$253,09723.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$427,14639.4KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$152,06414.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$68,1106.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$231,10121.3KQ1 2026OLDER
MASECO LLP$3.2B AUM0.00%$8,0141.3KQ4 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$9,1801.0KQ2 2026
Quarry LP$558M AUM0.00%$1,895175Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$16,3751.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M117.9KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$42339Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$10,418962Q1 2026OLDER
Amundi$367.1B AUM0.00%$1M111.0KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$305,04728.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,224113Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,790195Q2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$74,54212.2KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$30,7603.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$256,98823.6KQ1 2026OLDER
Family Legacy Financial Solutions, LLC$124M AUM0.00%$37071Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$465,98343.0KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$199,11018.4KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$23,4892.2KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$54,87610.6KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$958,10588.5KQ1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$73268Q1 2026OLDER
Walsh & Associates, LLC$101M AUM0.00%$24923Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M124.6KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$51599Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$8,047743Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$119,25711.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$73768Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,928178Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$59,8645.4KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$4,308705Q4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$88085Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$63,8975.9KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$134,16422.1KQ4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$385,36174.4KQ3 2025OLDER
ORG Partners LLC$568M AUM0.00%$794130Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$29,4912.7KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,448226Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$2,981275Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$27,0862.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$6,4281.2KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$6,931640Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$918100Q2 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,746337Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$518100Q3 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,07299Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$29327Q1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$74481Q2 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,274210Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M92.6KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$21720Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$3,326642Q3 2025OLDER
Trust Co$1.1B AUM0.00%$43340Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2,288211Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$28226Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,6251.1KQ3 2025OLDER
CDKV HOLDINGS LLC$114M AUM0.00%$333Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,065116Q2 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$37,2663.4KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$84092Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$51,4204.5KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$706Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$10810Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$4,870797Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1,982183Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$26525Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$545Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$70465Q1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$71Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$41138Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$47744Q2 2026
Optiver Holding B.V.$289.5B AUM0.00%$2,393462Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,191110Q1 2026OLDER

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