PWPPERELLA WEINBERG PARTNERS
CUSIP 71367G102 · Yahoo Finance ↗ · Google Finance ↗
Perella Weinberg Partners (PWP) has 162 institutional holders in Filings Flow’s 13F database, together reporting 75.02M shares worth $1.3B as of Q1 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and William Blair Investment Management, LLC.
Institutional Holders
162
Q1 2026
Reported Value
$1.3B
Ticker
PWP
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Grandeur Peak Global Advisors, LLC$427M AUM | 1.80% | $8M | 423.5K | Q1 2026 |
| Aristotle Capital Boston, LLC$1.6B AUM | 1.39% | $22M | 1.23M | Q1 2026 |
| Azora Capital LP$1.5B AUM | 1.18% | $26M | 1.34M | Q2 2025OLDER |
| Pier Capital, LLC$606M AUM | 0.78% | $5M | 260.2K | Q1 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.68% | $14M | 788.7K | Q1 2026 |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.59% | $19M | 1.02M | Q1 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.55% | $11M | 621.8K | Q1 2026 |
| Riverwater Partners LLC$300M AUM | 0.55% | $2M | 90.2K | Q1 2026 |
| Ranger Investment Management, L.P.$1.4B AUM | 0.48% | $7M | 367.9K | Q1 2026 |
| Portolan Capital Management, LLC$1.9B AUM | 0.43% | $7M | 352.9K | Q2 2025OLDER |
| FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM | 0.35% | $34M | 1.87M | Q1 2026 |
| Ceredex Value Advisors LLC$3.2B AUM | 0.33% | $11M | 580.9K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.26% | $36M | 1.96M | Q1 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM | 0.24% | $74M | 4.08M | Q1 2026 |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.17% | $18M | 972.0K | Q1 2026 |
| WASATCH ADVISORS LP$15.1B AUM | 0.14% | $20M | 1.12M | Q1 2026 |
| Lighthouse Investment Partners, LLC$2.9B AUM | 0.13% | $4M | 208.0K | Q3 2025OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.11% | $731,975 | 40.3K | Q1 2026 |
| Kings Path Partners LLC$248M AUM | 0.11% | $267,219 | 13.8K | Q2 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.10% | $24M | 1.35M | Q1 2026 |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.08% | $723,958 | 37.3K | Q2 2025OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.08% | $3M | 145.6K | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.07% | $47M | 2.61M | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.06% | $8M | 463.4K | Q1 2026 |
| Penn Capital Management Company, LLC$1.3B AUM | 0.06% | $726,618 | 40.0K | Q1 2026 |
| Bridgefront Capital, LLC$402M AUM | 0.05% | $195,231 | 11.3K | Q4 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.05% | $355,000 | 18.3K | Q2 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.04% | $2M | 84.0K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.04% | $3M | 130.3K | Q3 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $2M | 99.5K | Q3 2025OLDER |
| Alpine Global Management, LLC$668M AUM | 0.04% | $180,733 | 10.4K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM | 0.04% | $23M | 1.25M | Q1 2026 |
| Boston Partners$95.5B AUM | 0.04% | $36M | 1.98M | Q1 2026 |
| Interval Partners, LP$3.8B AUM | 0.04% | $2M | 105.8K | Q3 2025OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $411,124 | 22.6K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.03% | $663,500 | 31.1K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 64.7K | Q3 2025OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.03% | $370,863 | 20.4K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.03% | $62,149 | 3.6K | Q4 2025OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.03% | $22M | 1.05M | Q3 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $483,570 | 28.0K | Q4 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.02% | $1M | 59.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $12M | 688.3K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.02% | $2M | 95.5K | Q2 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 118.2K | Q2 2025OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.02% | $11M | 615.1K | Q1 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $8M | 445.7K | Q1 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $197,324 | 11.4K | Q4 2025OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.02% | $271,860 | 14.0K | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $15M | 832.4K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $615,187 | 31.7K | Q2 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $54M | 2.98M | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $17M | 989.8K | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $71M | 3.93M | Q1 2026 |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $86,414 | 5.0K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.01% | $9M | 476.6K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.01% | $11M | 610.6K | Q1 2026 |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $397,900 | 23.0K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.01% | $182M | 10.04M | Q1 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.01% | $2M | 121.6K | Q1 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $414,466 | 22.8K | Q1 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.01% | $3M | 165.6K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $36M | 1.97M | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $280,692 | 16.2K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $23M | 1.31M | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.01% | $47M | 2.60M | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $2M | 79.6K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 72.0K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $24M | 1.35M | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $378,929 | 20.9K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $6M | 316.9K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $661,532 | 36.4K | Q1 2026 |
| State of Wyoming$844M AUM | 0.01% | $42,767 | 2.4K | Q1 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM | 0.00% | $1M | 76.0K | Q4 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 76.3K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $248,974 | 13.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $33M | 1.84M | Q1 2026 |
| NATIXIS$28.0B AUM | 0.00% | $978,824 | 53.9K | Q1 2026 |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $662,913 | 36.5K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $278,530 | 16.1K | Q4 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $4M | 195.9K | Q2 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $15M | 853.0K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $255,802 | 14.1K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $94,341 | 5.2K | Q1 2026 |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $8,464 | 460 | Q1 2026 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $306,704 | 16.9K | Q1 2026 |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $243,217 | 13.4K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $562,250 | 32.5K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $8M | 460.3K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $5M | 279.0K | Q4 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $332,546 | 18.3K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $3M | 147.4K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $29M | 1.61M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $24M | 1.32M | Q1 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 86.4K | Q1 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $10M | 553.1K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $2,136 | 110 | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $87M | 4.78M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $800,026 | 41.2K | Q2 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $301,860 | 16.6K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $287,800 | 15.8K | Q1 2026 |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 131.9K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 535.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 154.5K | Q1 2026 |
| BAYBAN$115M AUM | 0.00% | $1,435 | 79 | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $50M | 2.76M | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 78.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 1.14M | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $45,055 | 2.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $286,377 | 16.6K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $32M | 1.77M | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $10,823 | 596 | Q1 2026 |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.00% | $1,242 | 64 | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $6,401 | 370 | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $257,872 | 14.2K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $33,596 | 1.9K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $595,490 | 32.8K | Q1 2026 |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $565,710 | 32.7K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $64M | 3.72M | Q4 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $421,766 | 23.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $501,508 | 27.6K | Q1 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $223,669 | 10.5K | Q3 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $222,496 | 12.3K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $441,399 | 22.7K | Q2 2025OLDER |
| AVIVA PLC$59.6B AUM | 0.00% | $465,522 | 21.8K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 59.4K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 237.6K | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $556,967 | 30.7K | Q1 2026 |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $256,074 | 14.1K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $545,792 | 25.6K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 147.0K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,272 | 70 | Q1 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $806,776 | 44.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 228.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $229,579 | 12.6K | Q1 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $382,359 | 21.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $773,253 | 42.6K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $476,010 | 27.5K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 56.2K | Q1 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $9M | 498.9K | Q1 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $274,942 | 15.1K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $509,860 | 28.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $249,139 | 13.7K | Q1 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $221,370 | 12.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $341,000 | 18.8K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $262,684 | 14.5K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,399 | 77 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $8,131 | 470 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $7,754 | 427 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 82.3K | Q1 2026 |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $196,632 | 11.4K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 56.8K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $319,331 | 15.0K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 92.4K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $662,549 | 36.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $252,188 | 13.9K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $174,194 | 10.1K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $866,557 | 50.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $7,748 | 443 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,840 | 542 | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $501,579 | 29.0K | Q4 2025OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $478,897 | 26.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 67.0K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 87.8K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,700 | 424 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $2,214 | 128 | Q4 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $182,145 | 10.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 82.6K | Q4 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $8,059 | 415 | Q2 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $196,201 | 10.8K | Q1 2026 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $195,147 | 10.7K | Q1 2026 |
| Quarry LP$558M AUM | 0.00% | $1,108 | 61 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 90.1K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $754,621 | 41.6K | Q1 2026 |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $7,700 | 424 | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $30,837 | 1.6K | Q2 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $6,875 | 388 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $811,589 | 44.7K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $1,925 | 106 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,252 | 124 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $392,681 | 21.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,921 | 271 | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $810,000 | 44.6K | Q1 2026 |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.00% | $426 | 20 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $4,794 | 264 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $364 | 20 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $5,652 | 291 | Q2 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $35,430 | 2.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $124,433 | 6.9K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $509 | 28 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $525 | 27 | Q2 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $247,066 | 13.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,312 | 733 | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $1,471 | 81 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $94,000 | 4.4K | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $12,621 | 695 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $104,420 | 5.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $655,087 | 37.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $81,705 | 4.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $220,000 | 12.1K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $3,134 | 147 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,562 | 86 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,176 | 68 | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $768 | 36 | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $128 | 7 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $39 | 2 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $10,351 | 570 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,530 | 85 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $436 | 24 | Q1 2026 |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $5,000 | 266 | Q2 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $173 | 10 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $363 | 20 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,562 | 86 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $1,217 | 67 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $1,038 | 60 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $326 | 17 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $254 | 14 | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $7,082 | 390 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,509 | 145 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.