SEC 13F Intelligence

QA4AGENTHERM INC

CUSIP 37253A103 · Yahoo Finance ↗ · Google Finance ↗

Gentherm Inc (QA4A) has 234 institutional holders in Filings Flow’s 13F database, together reporting 30.85M shares worth $854M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
234
Q1 2026
Reported Value
$854M
Ticker
QA4A
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 178Q4 ’18Q1 ’19: 177Q2 ’19: 166Q2 ’19Q3 ’19: 153Q2 ’21: 197Q2 ’21Q4 ’21: 230Q4 ’22: 207Q4 ’22Q4 ’25: 243Q1 ’26: 234Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $12.0BQ4 ’18Q1 ’19: $2.3BQ2 ’19: $1.9BQ2 ’19Q3 ’19: $2.0BQ2 ’21: $4.8BQ2 ’21Q4 ’21: $10.5BQ4 ’22: $892MQ4 ’22Q4 ’25: $1.1BQ1 ’26: $854MQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Trigran Investments, Inc.$418M AUM8.96%$37M1.35MQ1 2026OLDER
Harvey Partners, LLC$1.3B AUM2.73%$34M1.23MQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM2.60%$3M100.0KQ1 2026OLDER
Global Alpha Capital Management Ltd.$1.7B AUM1.99%$33M1.19MQ1 2026OLDER
Bastion Asset Management Inc.$328M AUM1.89%$6M210.2KQ1 2026OLDER
Divisar Capital Management LLC$392M AUM1.13%$4M159.0KQ1 2026OLDER
Bridge City Capital, LLC$361M AUM0.50%$2M65.0KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.50%$3M113.1KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.40%$652,21923.5KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.37%$26M924.1KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.34%$1M42.1KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.20%$2M73.6KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.20%$2M76.7KQ1 2026OLDER
Edenbrook Capital, LLC$321M AUM0.20%$1M29.0KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.16%$6M206.4KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.14%$164,0294.5KQ4 2025OLDER
VARCOV Co.$268M AUM0.14%$364,14013.1KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.13%$14M490.1KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.11%$331,8769.1KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.11%$33M1.17MQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM0.10%$164,4784.8KQ2 2026
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.10%$1M35.8KQ2 2026
ICON ADVISERS INC/CO$433M AUM0.10%$465,53612.8KQ4 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.10%$457,02512.6KQ4 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.09%$27M968.8KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.09%$575,15515.8KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$2M49.3KQ4 2025OLDER
NUANCE INVESTMENTS, LLC$717M AUM0.07%$721,06421.2KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.07%$3M98.0KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.07%$7M237.2KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.06%$3M107.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.06%$236,4368.5KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.06%$10M349.9KQ1 2026OLDER
Guinness Atkinson Asset Management Inc$200M AUM0.06%$112,3424.0KQ1 2026OLDER
PALLADIEM, LLC$105M AUM0.05%$52,4861.4KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$518,43018.7KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$609,29921.9KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.04%$49,8271.4KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$217,0306.4KQ3 2025OLDER
Headlands Technologies LLC$878M AUM0.03%$400,10611.0KQ4 2025OLDER
State of Wyoming$844M AUM0.03%$269,9389.7KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$227,6766.3KQ4 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.03%$266,5707.8KQ2 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$247,3258.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$111,1383.3KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M69.1KQ1 2026OLDER
MAIRS & POWER INC$9.8B AUM0.02%$2M52.9KQ4 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.02%$834,51130.0KQ1 2026OLDER
PARADIGM CAPITAL MANAGEMENT INC/NY$2.6B AUM0.02%$416,70015.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$13M458.9KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$374,76613.5KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$7M253.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M271.5KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$15,691460Q2 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M95.5KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$7M241.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$21M762.4KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$889,03426.1KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M109.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$41M1.47MQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$15M554.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$585,90821.1KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$627,31017.2KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$404,56014.6KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$708,39025.5KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$282,4948.3KQ3 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$375,03013.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M36.3KQ2 2026
Illinois Municipal Retirement Fund$7.9B AUM0.01%$489,45617.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$278,4497.7KQ4 2025OLDER
Man Group plc$55.1B AUM0.01%$3M122.6KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.01%$864,00025.4KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$369,11313.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$205,2397.4KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$317,58011.4KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$451,92516.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$479,17717.2KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$738,25426.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$1M50.2KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$146,9285.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$690,99419.0KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$732,96520.2KQ4 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$18,946682Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$3M94.2KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$1M43.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$612,16022.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M113.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$111,8473.3KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.00%$46,1171.4KQ2 2026
Carnegie Investment Counsel$5.1B AUM0.00%$204,3227.4KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$7,238199Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$860,95023.7KQ4 2025OLDER
Ethic Inc.$6.4B AUM0.00%$220,9116.1KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$111,1764.0KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$898,09532.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$13M482.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$245,0208.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$9M318.0KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$835,51230.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$3M106.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$25,947934Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$50M1.80MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$225,6858.1KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$258,9939.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$4M136.8KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$192,4886.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$5M164.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$477,81617.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$246,9368.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$614,65316.9KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$130M4.70MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$14M521.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$70,7282.5KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$319,47011.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$515,06918.5KQ1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$8,334300Q1 2026OLDER
Boston Partners$95.5B AUM0.00%$2M59.3KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M38.7KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M85.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M175.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$234,4088.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$21,819786Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$460,67616.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M112.5KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$4,473161Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M81.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$114,7044.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$121M3.33MQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M59.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$4,159147Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M49.2KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M47.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M44.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$10M368.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$945,74234.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$8M300.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M112.8KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$618,29017.0KQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M195.8KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$24,030865Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$232,9358.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$8M303.2KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$841,90130.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$21M771.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M43.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$600,63221.6KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.00%$13,624400Q3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$2M51.8KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M340.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$35M1.24MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$43,9481.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$798,84228.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M211.1KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$209,4337.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$18M486.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$572,79120.6KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$40,0111.2KQ2 2026
High Note Wealth, LLC$509M AUM0.00%$5,165142Q4 2025OLDER
Costello Asset Management, INC$289M AUM0.00%$2,778100Q1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M59.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M109.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$552,82219.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$36M1.28MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$796,11928.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M40.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$715,00225.7KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$320,44211.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$335,30512.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$183,3486.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$39,8921.4KQ2 2026
Bare Financial Services, Inc$378M AUM0.00%$2,69597Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M93.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$338,06112.2KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$214,2677.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$378,61413.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$9M307.8KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$441,20412.1KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M181.8KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$483,26213.3KQ4 2025OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$10,668384Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M80.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M129.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$180,6536.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$27,752999Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M44.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$565,43420.4KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$260,6049.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M70.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$167,1806.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$667,72024.0KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$4,695169Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$50018Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$704,11225.3KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$215,4205.9KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$312,74811.3KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$712,09125.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$61,5052.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M58.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$228,2188.2KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$233,2416.4KQ4 2025OLDER
Quarry LP$558M AUM0.00%$1,77864Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$6,612238Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,32068Q2 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$4,084147Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M137.5KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$2,50090Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$326,08211.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M36.2KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$229,1578.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$6,417231Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$721,75226.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,01928Q4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$52,1991.9KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$69525Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$399,13414.4KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,38338Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,11240Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$88,3133.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$17,126606Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$14,029505Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,13941Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$566,79015.6KQ4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$1,00036Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$2,52891Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$69119Q2 2026
CITIGROUP INC$234.5B AUM0.00%$339,52712.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,23344.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$283,41210.2KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$52819Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$28,4751.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,16778Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$330,44311.9KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$66724Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$61418Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$435,78415.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$26,308947Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$30,6411.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$5,279155Q3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$28,1381.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,862103Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$396,72714.3KQ2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$206,2195.7KQ4 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$843Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$75027Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1114Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$8,945322Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$3,417123Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$94234Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$2186Q4 2025OLDER
Trust Co$1.1B AUM0.00%$44416Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$347,22212.5KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$21,557776Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$44516Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$56,6712.0KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$1395Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$97235Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$23,113832Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,08339Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$59922Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,38950Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$345,81212.4KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$61122Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2918Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$8,778316Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$66724Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$1093Q4 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$281Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$201Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$68220Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$97235Q2 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1676Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6,842247Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1114Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2918Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,637100Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,66760Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$732Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2557Q4 2025OLDER

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