SEC 13F Intelligence

PTONPELOTON INTERACTIVE INC

CUSIP 70614W100 · Yahoo Finance ↗ · Google Finance ↗

Peloton Interactive Inc (PTON) has 431 institutional holders in Filings Flow’s 13F database, together reporting 361.49M shares worth $1.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Nantahala Capital Management, LLC.

Institutional Holders
431
Q1 2026
Reported Value
$1.5B
Ticker
PTON
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’19: 97Q3 ’19Q2 ’21: 625Q2 ’21Q4 ’21: 531Q4 ’21Q4 ’22: 384Q4 ’22Q4 ’25: 433Q4 ’25Q1 ’26: 431Q1 ’26Q2 ’26: 18Q2 ’26filingsflow.com
Total reported value
Q3 ’19: $1.3BQ3 ’19Q2 ’21: $212.6BQ2 ’21Q4 ’21: $63.7BQ4 ’21Q4 ’22: $1.1BQ4 ’22Q4 ’25: $2.2BQ4 ’25Q1 ’26: $1.5BQ1 ’26Q2 ’26: $18MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SCOPIA CAPITAL MANAGEMENT LP$146M AUM5.29%$8M1.80MQ1 2026OLDER
Nantahala Capital Management, LLC$2.7B AUM4.73%$128M29.94MQ1 2026OLDER
SoundStone Italy S.r.l.$135M AUM4.06%$5M607.2KQ3 2025OLDER
Union Square Park Capital Management, LLC$176M AUM3.65%$6M1.50MQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM3.14%$60M14.05MQ1 2026OLDER
Kanen Wealth Management LLC$278M AUM2.72%$8M1.76MQ1 2026OLDER
Tenzing Global Management, LLC$121M AUM2.60%$5M525.0KQ3 2025OLDER
Pale Fire Capital SE$1.1B AUM2.35%$27M6.23MQ1 2026OLDER
SCOGGIN MANAGEMENT LP$1.0B AUM2.28%$24M5.51MQ1 2026OLDER
Bastion Asset Management Inc.$328M AUM2.14%$7M1.66MQ1 2026OLDER
Technology Crossover Management IX, Ltd.$752M AUM2.10%$16M3.68MQ1 2026OLDER
Panoramic Capital, LLC$142M AUM1.60%$2M531.6KQ1 2026OLDER
Technology Crossover Management X, Ltd.$781M AUM1.40%$11M2.54MQ1 2026OLDER
DME Capital Management, LP$3.2B AUM1.36%$43M10.11MQ1 2026OLDER
Creek Drive Management Group LLC$433M AUM1.28%$6M902.0KQ2 2026
Aperture Investors, LLC$791M AUM1.12%$9M2.07MQ1 2026OLDER
Timelo Investment Management Inc.$127M AUM1.10%$3M325.0KQ3 2025OLDER
Simcoe Capital Management, LLC$576M AUM0.90%$5M1.21MQ1 2026OLDER
Resolute Capital Asset Partners LLC$190M AUM0.87%$2M185.0KQ3 2025OLDER
MYDA Advisors LLC$608M AUM0.86%$5M1.22MQ1 2026OLDER
Templeton & Phillips Capital Management, LLC$123M AUM0.72%$882,110205.6KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.70%$19M4.49MQ1 2026OLDER
Hidden Lake Asset Management LP$331M AUM0.68%$5M594.1KQ3 2025OLDER
Tabor Asset Management, LP$249M AUM0.66%$2M384.2KQ1 2026OLDER
Clayton Partners LLC$138M AUM0.61%$810,00090.0KQ3 2025OLDER
Lisanti Capital Growth, LLC$397M AUM0.59%$2M269.9KQ3 2025OLDER
MAPLELANE CAPITAL, LLC$2.8B AUM0.51%$22M2.39MQ3 2025OLDER
EFG Asset Management (North America) Corp.$773M AUM0.47%$4M402.6KQ3 2025OLDER
Patient Capital Management, LLC$2.7B AUM0.45%$12M1.88MQ4 2025OLDER
Ardmore Road Asset Management LP$1.5B AUM0.42%$6M1.50MQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.41%$2M210.0KQ3 2025OLDER
Avidity Partners Management LP$936M AUM0.39%$2M400.0KQ1 2026OLDER
KIRR MARBACH & CO LLC /IN/$549M AUM0.38%$2M483.5KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.35%$97M22.69MQ1 2026OLDER
Newbrook Capital Advisors LP$560M AUM0.34%$3M313.2KQ3 2025OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.31%$1M116.4KQ3 2025OLDER
Ares Systematic Credit Ltd$123M AUM0.30%$368,10359.8KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.30%$1M265.9KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.27%$6M683.4KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.24%$71M11.53MQ4 2025OLDER
Havemeyer Place LP$867M AUM0.23%$1M187.4KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.22%$3M792.6KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.20%$1M245.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.20%$3M611.0KQ1 2026OLDER
Shellback Capital, LP$703M AUM0.18%$1M300.0KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.18%$8M1.78MQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.17%$10M2.41MQ1 2026OLDER
INTERCAPITAL, LLC$299M AUM0.17%$514,800120.0KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.17%$3M591.9KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.16%$1M260.5KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.15%$615,679143.5KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.15%$2M497.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.15%$6M684.0KQ3 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.15%$52M12.12MQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.14%$2M219.7KQ3 2025OLDER
Keebeck Wealth Management$889M AUM0.14%$1M200.0KQ4 2025OLDER
Waterfront Wealth Inc.$545M AUM0.13%$733,431171.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.13%$19M4.44MQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.13%$1M120.0KQ3 2025OLDER
Sender Co & Partners, Inc.$165M AUM0.12%$265,55843.1KQ4 2025OLDER
Nishkama Capital, LLC$1.6B AUM0.11%$5M525.2KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.11%$256,76159.9KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.11%$1M289.1KQ1 2026OLDER
DKRT Investments Corp.$395M AUM0.11%$450,00050.0KQ3 2025OLDER
Calamos Wealth Management LLC$2.9B AUM0.11%$3M725.3KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.10%$416,96467.7KQ4 2025OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.10%$900,000100.0KQ3 2025OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.09%$440,10048.9KQ3 2025OLDER
Corient IA LLC$106M AUM0.09%$91,50621.3KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.08%$396,82592.5KQ1 2026OLDER
Oder Investment Management, LLC$130M AUM0.08%$99,36523.2KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.08%$16M2.54MQ4 2025OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM0.07%$2M501.0KQ1 2026OLDER
American Alpha Advisors, LLC$188M AUM0.07%$132,34730.9KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.07%$1M133.1KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M360.7KQ4 2025OLDER
Convergence Investment Partners, LLC$611M AUM0.06%$263,97929.3KQ3 2025OLDER
Garde Capital, Inc.$1.7B AUM0.06%$984,547229.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.06%$3M785.3KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.06%$723,209117.4KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.05%$353,89439.3KQ3 2025OLDER
State of Wyoming$844M AUM0.05%$460,034107.2KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.05%$198,05246.2KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.05%$1M336.5KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.05%$3M528.3KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M681.5KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.05%$169,85839.6KQ1 2026OLDER
Saudi Central Bank$4.7B AUM0.05%$2M527.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$6M1.38MQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.05%$4M911.7KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.05%$77M17.87MQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.04%$283,1101.9KQ2 2026
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.04%$8M1.82MQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.04%$622,050145.0KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.04%$8M1.81MQ1 2026OLDER
Alpine Global Management, LLC$668M AUM0.04%$182,95829.7KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.04%$326,88176.2KQ1 2026OLDER
MQS Management LLC$148M AUM0.04%$54,97612.8KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.04%$2M171.5KQ3 2025OLDER
COATUE MANAGEMENT LLC$29.1B AUM0.04%$11M2.50MQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.04%$87,63220.4KQ2 2026
Numerai GP LLC$997M AUM0.04%$361,04284.2KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.03%$49,88411.63MQ1 2026OLDER
Sage Capital Advisors,llc$482M AUM0.03%$162,69427.5KQ2 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$69,94711.4KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$218,87135.5KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.03%$615,615143.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$716,336167.0KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.03%$346,01080.7KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$3M311.4KQ3 2025OLDER
J. Goldman & Co LP$3.4B AUM0.03%$1M127.3KQ3 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.03%$2M369.6KQ1 2026OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.03%$858,712200.2KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.03%$5M1.10MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$2M492.6KQ1 2026OLDER
waypoint wealth counsel$193M AUM0.03%$52,75512.3KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$6M635.3KQ3 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$322,33452.3KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.03%$10M2.31MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.03%$6M1.42MQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$197,25846.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$465,03175.5KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$135,87731.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.02%$6M1.01MQ4 2025OLDER
MSA Advisors, LLC$333M AUM0.02%$78,14718.2KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.02%$46,59810.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.02%$56,0618.1KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.02%$2M502.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$378,98788.3KQ1 2026OLDER
Quadcap Wealth Management, LLC$879M AUM0.02%$189,55744.2KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.02%$202,00847.1KQ1 2026OLDER
Johnson & White Wealth Management, LLC$236M AUM0.02%$49,78511.6KQ1 2026OLDER
Investment Research Partners LLC$246M AUM0.02%$47,55511.1KQ1 2026OLDER
Pandora Wealth, Inc.$165M AUM0.02%$30,8005.0KQ4 2025OLDER
Compass Financial Group, INC/SD$715M AUM0.02%$127,46029.7KQ1 2026OLDER
111 Capital$406M AUM0.02%$80,96713.1KQ4 2025OLDER
Sankala Group LLC$122M AUM0.02%$20,6435.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$1M327.1KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$477,554111.3KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$4M913.6KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$20M4.71MQ1 2026OLDER
Parkside Investments, LLC$823M AUM0.02%$130,84530.5KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM0.02%$143,43315.9KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.02%$9M2.16MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M782.9KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.01%$68,48116.0KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$673,208156.9KQ1 2026OLDER
CORA CAPITAL ADVISORS LLC$302M AUM0.01%$43,18310.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$13M2.07MQ4 2025OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.01%$230,34653.7KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$315,04453.3KQ2 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M596.5KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.01%$1M128.7KQ3 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.01%$27,2274.4KQ4 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$1M176.4KQ4 2025OLDER
Longaeva Partners L.P.$2.7B AUM0.01%$330,80277.1KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M446.3KQ2 2026
GM Advisory Group, LLC$2.6B AUM0.01%$272,67330.3KQ3 2025OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.01%$43,43210.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M1.44MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$466,272108.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$10M2.34MQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.01%$3M725.3KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.01%$110,78818.0KQ4 2025OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.01%$156,22036.4KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$984,765229.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M551.7KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$3M352.5KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M246.4KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$124,07128.9KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$11M2.64MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M426.0KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.01%$86,65820.2KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.01%$92,40015.0KQ4 2025OLDER
Abundance Wealth Counselors$697M AUM0.01%$54,83912.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M954.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$51M11.97MQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.01%$2M563.4KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$81590.6KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$10M1.17MQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$543,260126.6KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M197.4KQ4 2025OLDER
PDT Partners, LLC$1.7B AUM0.01%$121,26128.3KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$315,09035.0KQ3 2025OLDER
Inscription Capital, LLC$951M AUM0.01%$65,64115.3KQ1 2026OLDER
Traynor Capital Management, Inc.$1.7B AUM0.01%$116,99329.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$16M3.73MQ1 2026OLDER
Meridian Wealth Advisors, LLC$756M AUM0.01%$51,56612.0KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$471,655109.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M303.4KQ4 2025OLDER
NATIXIS$28.0B AUM0.01%$1M161.5KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.01%$769,747179.4KQ1 2026OLDER
Capital World Investors$732.9B AUM0.01%$48M7.74MQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$40M9.27MQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$780,424181.9KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$283,09537.7KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$12M2.99MQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.01%$57,62813.4KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$842,01393.6KQ3 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$141,12415.7KQ3 2025OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.00%$114,24326.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$179,07341.7KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$3M643.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$867,451202.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$7M1.59MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$83M19.32MQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$34M7.90MQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$13M3.07MQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1M256.0KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.00%$73,69117.2KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$110,37612.3KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$135,25931.5KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$63,3287.0KQ3 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$632,685147.5KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.00%$245,30657.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$410,59295.7KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.00%$322,06534.6KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$106,50824.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$35M8.20MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$453,835105.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$9M2.13MQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$514,800120.0KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M544.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$23,2483.8KQ4 2025OLDER
Krilogy Financial LLC$3.1B AUM0.00%$112,27022.3KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.00%$135,52531.6KQ1 2026OLDER
DeepCurrents Investment Group LLC$3.1B AUM0.00%$108,90317.7KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$2M261.4KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$242M39.23MQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$190,00844.3KQ1 2026OLDER
KINTRA WEALTH, LLC$1.4B AUM0.00%$48,36511.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$5M1.24MQ1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.00%$54,63812.7KQ2 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$29M6.87MQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$842,207136.7KQ4 2025OLDER
Vision Retirement, LLC$373M AUM0.00%$12,3202.0KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.00%$60,81914.2KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$864,830201.6KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$401,02593.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M700.7KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.00%$42,656166.7KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$12M2.71MQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$3,561830Q1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.00%$421,82567.7KQ4 2025OLDER
Advocate Investing Services LLC$118M AUM0.00%$3,347780Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$473,667110.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$10M2.35MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$43M9.99MQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M381.7KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$167,25439.0KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.00%$78,92217.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M414.6KQ1 2026OLDER
Krane Funds Advisors LLC$2.4B AUM0.00%$60,37112.6KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.00%$133,11831.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$139M32.32MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$40M6.55MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$16M3.63MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$5M1.14MQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.00%$219,64851.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$9M2.17MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M470.9KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.00%$48,60611.3KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$294,41468.6KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M273.3KQ3 2025OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.00%$51,01211.9KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.00%$67,19910.9KQ4 2025OLDER
Swiss National Bank$173.8B AUM0.00%$3M795.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$77M17.97MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$15M3.40MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$137,09932.0KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.00%$74,51812.1KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$2M256.5KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M490.4KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$13,6943.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M2.09MQ2 2026
Verition Fund Management LLC$15.4B AUM0.00%$251,75958.7KQ1 2026OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.00%$14,000400.0KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$8M1.82MQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M562.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M350.0KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.00%$59,20213.8KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$301,55433.5KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$606,198141.3KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.00%$71,37316.6KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.00%$49,84611.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$13,1133.06MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$383,95589.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M266.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M336.7KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$2,475275Q3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M374.3KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M237.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$39M9.11MQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$109,89012.2KQ3 2025OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$95,43122.2KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$386,15190.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$453,393105.7KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$807,944132.0KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$571,102133.1KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$68,21911.5KQ2 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$114,34512.7KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$38,1728.9KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$1,716400Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$654,778152.6KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$24,0733.9KQ4 2025OLDER
M&T BANK CORP$29.2B AUM0.00%$327,53276.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$156,48236.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$19,4554.5KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$158,33136.9KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$2,952690Q1 2026OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.00%$226,65736.8KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$25,9984.4KQ2 2026
Mariner, LLC$85.7B AUM0.00%$823,468192.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$187,12230.4KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$427,18599.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$48,17211.2KQ1 2026OLDER
WINNOW WEALTH LLC$130M AUM0.00%$1,204172Q4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M444.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M1.12MQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$2,145500Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$3,172515Q4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$115,43826.9KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$4,2901.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$400,11787.4KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$66,05315.4KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$142,64333.3KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$161,49726.2KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$68,25015.9KQ1 2026OLDER
Phillip James Consulting Co.$132M AUM0.00%$1,00049Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$402,83193.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$26,6116.2KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.00%$81090Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$422,67568.6KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$25,8476.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$504,744117.7KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$71,64111.6KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$372,29260.4KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$791,784184.6KQ1 2026OLDER
RMG Wealth Management LLC$866M AUM0.00%$5,8571.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$399,59693.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M286.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$431,786100.6KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.00%$10,8712.5KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$2M398.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$422,27198.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$33,5545.4KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$74,48717.4KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$4M860.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$114,73626.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M1.64MQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$137,36822.3KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$379,64088.5KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$107,60625.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$428,863100.0KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$479,142111.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$130,35230.4KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$160,02237.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$50,74011.8KQ1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$116,37912.9KQ3 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$72,70316.9KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,652385Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M431.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$665,218155.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$304,54371.0KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.00%$90,00010.0KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$61,89010.0KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$79,28512.9KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$8M1.88MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$183,68542.8KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$243,75139.6KQ4 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$64,92515.1KQ1 2026OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.00%$1,115260Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$44,80910.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M339.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$891,291207.8KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$815190Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$264,67261.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$678,547158.4KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$858200Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$10,1582.4KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$247,91941.9KQ2 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$1,180170Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$200,89946.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$554,761127.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$307,15471.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$20,3284.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$77,08012.5KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$12,6813.0KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$1,475250Q2 2026
EQ WEALTH ADVISORS, LLC$171M AUM0.00%$43170Q4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$237,80855.4KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$429100Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$2,853665Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$134,83531.4KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$133,81831.2KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,859433Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M299.4KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$92,63021.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$2,145500Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$3,102723Q1 2026OLDER
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM0.00%$643150Q1 2026OLDER
Perkins Coie Trust Co$603M AUM0.00%$1,125125Q3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$196,03445.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$11,3992.7KQ2 2026
Winch Advisory Services, LLC$438M AUM0.00%$858200Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$2,574600Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$53,21712.4KQ2 2026
Cresset Asset Management, LLC$23.1B AUM0.00%$43,38010.1KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$5589Q3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$119,37827.8KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$734171Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$107,40125.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$32,1977.5KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$82,01619.1KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$96,58922.5KQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$33578Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$11,3692.6KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$975165Q2 2026
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$65373Q3 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$3,222751Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$55,08912.8KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$1,080120Q3 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1,728192Q3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$629102Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$36,4948.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$694,269112.7KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$153,20635.7KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$122,68128.8KQ1 2026OLDER
EFG International AG$4.7B AUM0.00%$6,2211.4KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,729403Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$15425Q4 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$73882Q3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$50,26211.7KQ1 2026OLDER
Turim 21 Investimentos Ltda.$399M AUM0.00%$472110Q1 2026OLDER
Newton One Investments LLC$368M AUM0.00%$429100Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M444.5KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$41296Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$406,86894.8KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$30170Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$99,98723.3KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$39,3816.4KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$18,5164.3KQ1 2026OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.00%$12930Q1 2026OLDER
Pillar Financial Advisors, LLC$171M AUM0.00%$15135Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$2,458399Q4 2025OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$1,800200Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$61,20614.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$695162Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$67575Q3 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$53,47912.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$19,4814.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$136,99331.9KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$15425Q4 2025OLDER
Amundi$367.1B AUM0.00%$235,99355.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$2,052333Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$22525Q3 2025OLDER
Copia Wealth Management$146M AUM0.00%$8620Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$33,0857.7KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$10725Q1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$17240Q1 2026OLDER
Archer Investment Corp$469M AUM0.00%$24640Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$34380Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$6014Q1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$23254Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$91,21821.3KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$4,286999Q1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.00%$9010Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,269317Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,757973Q3 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$499109Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$429100Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,430242Q2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$132,30830.8KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$27,17310.4KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$9923Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$58565Q3 2025OLDER
Activest Wealth Management$569M AUM0.00%$21550Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$2,205245Q3 2025OLDER
Purpose Unlimited Inc.$2.4B AUM0.00%$857200Q1 2026OLDER
North Capital, Inc.$118M AUM0.00%$455Q3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$482112Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$1,399326Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$4,941549Q3 2025OLDER
Financial Perspectives, Inc$358M AUM0.00%$10812Q3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$129,20630.1KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$25,7616.0KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$5212Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$28466Q1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$12529Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$579135Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$55,68512.6KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$429100Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$27965Q1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$626146Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$10517Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$27745Q4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$21550Q1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$8119Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$616100Q4 2025OLDER
CDKV HOLDINGS LLC$114M AUM0.00%$184Q1 2026OLDER

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