SEC 13F Intelligence

QSQUANTUMSCAPE CORP

CUSIP 74767V109 · Yahoo Finance ↗ · Google Finance ↗

Quantumscape Corp (QS) has 428 institutional holders in Filings Flow’s 13F database, together reporting 238.81M shares worth $1.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and D. E. Shaw & Co., Inc..

Institutional Holders
428
Q1 2026
Reported Value
$1.5B
Ticker
QS
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 269Q2 ’21Q4 ’21: 327Q4 ’21Q4 ’22: 313Q4 ’22Q4 ’25: 445Q4 ’25Q1 ’26: 428Q1 ’26Q2 ’26: 23Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $4.1BQ2 ’21Q4 ’21: $6.7BQ4 ’21Q4 ’22: $353MQ4 ’22Q4 ’25: $2.1BQ4 ’25Q1 ’26: $1.5BQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Capricorn Investment Group LLC$602M AUM13.08%$79M11.50MQ1 2026OLDER
Arthedge Capital Management, LLC$115M AUM4.68%$5M848.0KQ1 2026OLDER
Hel Ved Capital Management Ltd$844M AUM3.53%$17M1.36MQ3 2025OLDER
GUARDIAN INVESTMENT MANAGEMENT$127M AUM2.44%$3M39.6KQ1 2026OLDER
Board of Trustees of The Leland Stanford Junior University$849M AUM2.12%$18M1.46MQ3 2025OLDER
CANNELL CAPITAL LLC$163M AUM1.13%$2M2.2KQ4 2025OLDER
Green Alpha Advisors, LLC$102M AUM0.86%$868,771136.2KQ1 2026OLDER
GMT CAPITAL CORP$2.2B AUM0.65%$14M1.16MQ3 2025OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM0.42%$2M369.7KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.28%$20M3.07MQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.27%$3M403.0KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.23%$2M124.2KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.22%$548,54052.6KQ4 2025OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.17%$746,058116.9KQ1 2026OLDER
Yeomans Consulting Group, Inc.$341M AUM0.16%$470,25032.2KQ3 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.16%$2M210.0KQ2 2026
Crawford Fund Management, LLC$520M AUM0.14%$752,840118.0KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.14%$446,60070.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.14%$164,73225.8KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.13%$10M1.56MQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.12%$8M1.26MQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.12%$8M1.25MQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.11%$218,83434.3KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.11%$5M500.0KQ4 2025OLDER
Invenomic Capital Management LP$2.2B AUM0.11%$2M362.4KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.11%$430,12067.4KQ1 2026OLDER
Archvest Wealth Advisors, Inc.$155M AUM0.10%$149,93023.5KQ1 2026OLDER
COATUE MANAGEMENT LLC$29.1B AUM0.09%$27M4.29MQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.09%$407,54739.1KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.09%$715,849112.2KQ1 2026OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.09%$2M180.4KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.09%$1M191.1KQ1 2026OLDER
DUTCH ASSET Corp$149M AUM0.09%$128,57620.2KQ1 2026OLDER
Lighthouse Financial LLC$166M AUM0.09%$142,27422.3KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.08%$737,081115.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.08%$137M21.48MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.08%$51M8.05MQ1 2026OLDER
Masso Torrence Wealth Management Inc.$240M AUM0.08%$189,72815.4KQ3 2025OLDER
Birchcreek Wealth Management, LLC$208M AUM0.08%$163,74925.7KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.08%$1M99.8KQ3 2025OLDER
Compass Financial Group, INC/SD$715M AUM0.07%$516,78081.0KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.07%$296,21146.4KQ1 2026OLDER
Adams Wealth Management$455M AUM0.07%$329,11231.3KQ4 2025OLDER
Rakuten Securities, Inc.$241M AUM0.07%$167,12426.2KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.07%$957,000150.0KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.07%$2M255.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.07%$1M225.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.06%$80M12.58MQ1 2026OLDER
CacheTech Inc.$519M AUM0.06%$329,11231.3KQ4 2025OLDER
R Squared Ltd$182M AUM0.06%$122,97711.8KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.06%$726,184113.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.05%$23M3.56MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$586,02991.9KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.05%$201,40819.3KQ4 2025OLDER
Strategic Equity Management$266M AUM0.05%$135,78711.0KQ3 2025OLDER
LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM0.05%$765,600120.0KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.05%$11M1.78MQ1 2026OLDER
Armor Investment Advisors, LLC$278M AUM0.05%$128,69720.2KQ1 2026OLDER
TriaGen Wealth Management LLC$366M AUM0.05%$177,14914.4KQ3 2025OLDER
Bay Rivers Group$293M AUM0.04%$120,71116.0KQ2 2026
Trexquant Investment LP$13.9B AUM0.04%$4M413.6KQ4 2025OLDER
STRATEGY ASSET MANAGERS LLC$609M AUM0.04%$231,65836.3KQ1 2026OLDER
S.E.E.D. Planning Group LLC$344M AUM0.04%$127,60020.0KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$634,83960.9KQ4 2025OLDER
CSS LLC/IL$2.1B AUM0.04%$738,166115.7KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.03%$61,8039.7KQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.03%$487,14890.4KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.03%$4M429.5KQ4 2025OLDER
United Capital Management of KS, Inc.$660M AUM0.03%$246,40020.0KQ3 2025OLDER
Marex Group Ltd$15.8B AUM0.03%$5M822.4KQ1 2026OLDER
Sovereign Financial Group, Inc.$576M AUM0.03%$189,58118.2KQ4 2025OLDER
SWP FINANCIAL LLC$196M AUM0.03%$63,80010.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$25M3.90MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M542.8KQ3 2025OLDER
Cobblestone Asset Management LLC$222M AUM0.03%$67,53910.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$1M128.3KQ4 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.03%$2M288.1KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$310,60448.7KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.03%$250,51139.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$25M3.97MQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M1.05MQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.03%$462,66537.6KQ3 2025OLDER
Savvy Advisors, Inc.$3.7B AUM0.02%$899,733141.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M464.0KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$718,120112.6KQ1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.02%$105,08610.1KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.02%$30M2.44MQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.02%$70,01411.0KQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.02%$63,80010.0KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.02%$5M786.7KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.02%$253,36224.3KQ4 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$216,09220.7KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$164,98025.9KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$237,28319.3KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.02%$3M242.1KQ4 2025OLDER
Opal Wealth Advisors, LLC$442M AUM0.02%$75,76311.9KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.02%$158,78810.4KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.02%$605,36694.9KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.01%$184,06917.7KQ4 2025OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$406,57839.0KQ4 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.01%$141,12622.1KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.01%$119,55518.7KQ1 2026OLDER
Wealth Management Nebraska$987M AUM0.01%$133,91021.0KQ1 2026OLDER
Family Legacy Financial Solutions, LLC$164M AUM0.01%$17,2481.4KQ3 2025OLDER
LFA - Lugano Financial Advisors SA$197M AUM0.01%$24,6402.0KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$4M336.1KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$286,88945.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M215.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$426,08057.0KQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM0.01%$119,72611.5KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$6M886.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M189.8KQ1 2026OLDER
Greenline Partners, LLC$930M AUM0.01%$95,70015.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M343.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.01%$109,86810.5KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$86M13.43MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$1M213.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M791.9KQ1 2026OLDER
RPG Investment Advisory, LLC$829M AUM0.01%$77,38312.1KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.01%$9M1.41MQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.01%$30,0124.7KQ1 2026OLDER
CDKV HOLDINGS LLC$114M AUM0.01%$10,2081.6KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$620,78097.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M211.3KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M100.0KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$13M2.06MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$20M3.16MQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.01%$80,65612.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$50M7.88MQ1 2026OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.01%$182,17528.6KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$172,71327.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M313.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$37M5.74MQ1 2026OLDER
KINTRA WEALTH, LLC$1.4B AUM0.01%$103,43316.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M617.4KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.01%$302,18029.0KQ4 2025OLDER
Onyx Bridge Wealth Group LLC$930M AUM0.01%$65,39510.3KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$651,264102.1KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$231,01122.2KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.01%$116M11.13MQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$22,2401.4KQ4 2025OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$102,32916.0KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$316,58030.4KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$427M40.96MQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$355,78755.8KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$15,3422.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$115M18.03MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$485,30576.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M169.1KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$2M378.1KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.01%$929,90289.2KQ4 2025OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.01%$241,26637.8KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$31,9455.0KQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.01%$157,59812.8KQ3 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$227,45821.8KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$1M210.8KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$120,90118.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$3M481.5KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$214,80833.7KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.01%$79,95412.5KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$217,55834.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$4M598.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M502.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$18M2.88MQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.00%$144,18822.9KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.00%$6,112958Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M533.7KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.00%$67,46210.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M360.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$733,132114.9KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.00%$38,7596.1KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.00%$13,7172.1KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$286,94523.3KQ3 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.00%$125,15512.0KQ4 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$10,9231.4KQ2 2026
Whipplewood Advisors, LLC$193M AUM0.00%$7,5921.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$26M4.07MQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$104,28716.3KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$33M5.25MQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.00%$136,04721.3KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$67,9606.5KQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.00%$83,63513.1KQ1 2026OLDER
Amundi$367.1B AUM0.00%$13M1.96MQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.00%$141,87222.2KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.00%$120,30218.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$133M20.88MQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M491.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$53M8.35MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$262,16741.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M366.9KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$6,3801.0KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$249,51539.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$201,57031.6KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.00%$168,77722.3KQ2 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$364,79657.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M824.9KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$5,423850Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$19M2.92MQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.00%$76,76312.0KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$5,116491Q4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$197,57631.0KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$132,44110.8KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$133,05520.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$834,715130.8KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$21,3163.3KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$17,9602.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$139M21.81MQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$7,6561.2KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M179.7KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$185,24717.8KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$591,42692.7KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$186,68529.3KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$25,4772.4KQ4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$17,0612.4KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$94,18214.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.00%$160,44715.4KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$91,99810.2KQ4 2025OLDER
Orion Capital Management LLC$290M AUM0.00%$6,3801.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$953,306149.4KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$222,27334.8KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$6,6601.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M393.5KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$67,57110.6KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$11,2861.8KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.00%$66,11010.4KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.00%$124,43210.1KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$227,51121.8KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M224.9KQ1 2026OLDER
EVENTIDE ASSET MANAGEMENT, LLC$6.0B AUM0.00%$120,31220.2KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$174,84427.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M359.6KQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$31,2603.0KQ4 2025OLDER
Future Financial Wealth Managment LLC$155M AUM0.00%$3,080250Q3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$658,110103.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$13M1.96MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M2.25MQ1 2026OLDER
Quarry LP$558M AUM0.00%$12,0561.2KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$471,97374.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$195,88631.5KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$17,3471.4KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$96,21715.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$304,26429.2KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$403,34432.7KQ3 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$481,17375.4KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$3,696300Q3 2025OLDER
Creative Planning$147.4B AUM0.00%$2M385.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$48M7.55MQ1 2026OLDER
Prudent Man Investment Management, Inc.$297M AUM0.00%$4,898470Q1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$99,42615.6KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$3,190500Q1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$152,11823.8KQ1 2026OLDER
Investors Research Corp$523M AUM0.00%$8,328676Q3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$4M671.2KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$6M885.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$209,46232.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$82,72513.0KQ2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$407,74563.9KQ2 2026
GAMMA Investing LLC$2.7B AUM0.00%$38,7755.1KQ2 2026
Quantinno Capital Management LP$59.9B AUM0.00%$855,284134.1KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$648,163101.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$8M1.20MQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$3,828600Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$447,93974.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$640,093100.3KQ1 2026OLDER
Stephens Consulting, LLC$309M AUM0.00%$4,283411Q4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$588,23692.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$5M791.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$288,00045.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M997.0KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$7,6101.0KQ2 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$75,57211.8KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$742,843116.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$178,53617.1KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M218.7KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$2,367371Q1 2026OLDER
REAP Financial Group, LLC$507M AUM0.00%$6,3801.0KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$104,20010.0KQ4 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.00%$3,190500Q1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$3,892610Q1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$289,20545.3KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$78,39112.3KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$291,99645.8KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$16,0012.5KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$84,74613.3KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$84,07713.2KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$154,91815.6KQ1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$2,845446Q1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$9,1861.2KQ2 2026
Vontobel Holding Ltd.$29.1B AUM0.00%$263,08641.2KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$2,084200Q4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$481,72875.5KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$236,51937.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$176,23527.6KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$142,25522.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$33,0425.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$105,31516.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$128,76120.2KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$5,748901Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$6M987.5KQ1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$3,637570Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$230,90536.2KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$260,14321.3KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$158,17924.8KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$73,81711.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$869,109136.2KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$2,093328Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$91,27914.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$139,33921.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$645,998101.3KQ1 2026OLDER
Vision Retirement, LLC$373M AUM0.00%$2,490239Q1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$1,333209Q1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$161,27425.3KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M190.8KQ1 2026OLDER
Sawyer & Company, Inc$260M AUM0.00%$1,691265Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$101,48015.9KQ2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$163,46825.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M186.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$163,04313.2KQ3 2025OLDER
SYNTAX RESEARCH, INC.$157M AUM0.00%$957150Q1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$1,276200Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$507,84879.6KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$19,6562.6KQ2 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$9,30470.9KQ1 2026OLDER
Financial Avengers, Inc.$219M AUM0.00%$1,276200Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$94,32814.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$104,83610.1KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$537,11384.2KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$759119.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$65,79110.3KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$5,417849Q1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.00%$63,9586.1KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M178.7KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$5,691892Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$17,6552.8KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1,365214Q1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$7,6561.2KQ1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$3,126300Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$29,5512.8KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M354.8KQ1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.00%$1,031166Q1 2026OLDER
Raiffeisen Bank International AG$7.0B AUM0.00%$36,1625.7KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$3,229506Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$551,21852.9KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$141,92013.6KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$31,5644.9KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$894140Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M141.8KQ1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$9,1681.4KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$1,276200Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,172155Q2 2026
Baird Financial Group, Inc.$64.0B AUM0.00%$292,26845.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$97,15015.2KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$263,31041.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$424,55166.5KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$1,18396Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M220.1KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$6,2101.0KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$1,270199Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$198,61231.2KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$111,74617.5KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$82,23912.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$13,2902.1KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$19,8683.1KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$127,95720.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$393,22261.6KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$9,6661.5KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$4,970779Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$269,83221.9KQ3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$141,34322.2KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$14,8652.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,929458.8KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,276200Q1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$1,18396Q3 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$15,3952.4KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.00%$47975Q1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$798125Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$283,92627.2KQ4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$4,164653Q1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.00%$4,168400Q4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$151,67414.6KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,334128Q2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$5,423850Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$68,59110.8KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$47763Q2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$557,77890.0KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$377,87459.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$59,9989.4KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$638100Q1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$47,0087.4KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$6,5081.0KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$31950Q1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$52269Q2 2026
Advisory Services Network, LLC$7.5B AUM0.00%$17,5892.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$40,7946.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$4M599.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$57,3105.5KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$3M489.8KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$9,5701.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$81,49812.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M186.7KQ2 2026
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$15,6301.5KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$342,69553.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$147,79123.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$209,07332.8KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,355130Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$616,69796.7KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,876180Q4 2025OLDER
Provenance Wealth Advisors, LLC$945M AUM0.00%$1,914300Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$2,138335Q1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$638100Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$798125Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$182,32528.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,417136Q4 2025OLDER
ORG Partners LLC$568M AUM0.00%$1,083104Q4 2025OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$35434Q4 2025OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.00%$25640Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$377,76660.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$11,4901.8KQ1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.00%$746117Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$45,9427.2KQ1 2026OLDER
Missouri Trust & Investment Co$341M AUM0.00%$57490Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$4,613774Q1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$11,9202.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$338,95053.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$111,73117.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$121,08619.0KQ1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$3,031246Q3 2025OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$1,398219Q1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$22335Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$26842Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,832287Q1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$77,14112.1KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$1,595250Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,048321Q1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$1,735272Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$136,52121.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$497,90278.0KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$6,875558Q3 2025OLDER
EASTERN BANK$6.5B AUM0.00%$7,371975Q2 2026
Cerity Partners LLC$70.8B AUM0.00%$79,54012.4KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$2,552400Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$47,9324.6KQ4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$20,2671.6KQ3 2025OLDER
Torren Management, LLC$201M AUM0.00%$19831Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$284,11444.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$219,68234.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$121,58419.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$232,85836.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,729271Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$30,3824.8KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.00%$9,378900Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2,593343Q2 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$12,7602.0KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,563339Q2 2026
Navalign, LLC$396M AUM0.00%$26125Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$52,3738.2KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3,190500Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$4,286672Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$62698Q1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$67,61510.6KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$1,232100Q3 2025OLDER
IAG Wealth Partners, LLC$896M AUM0.00%$51080Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$320,00050.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$77,01912.1KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$19130Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$46,7977.3KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$13,3922.1KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$20831Q1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$21133Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$16,4862.7KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$84,03713.2KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$49177Q1 2026OLDER
Crews Bank & Trust$766M AUM0.00%$31950Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$88,31913.8KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$47274Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$81,33812.7KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$50048Q4 2025OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$19130Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$32331Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$3,216504Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$52150Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$2,646368Q1 2026OLDER
Bradley & Co. Private Wealth Management, LLC$190M AUM0.00%$6410Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$683110Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$116,78618.3KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$12820Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$37030Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$14,1452.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,180185Q1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$18818Q4 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$31950Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$10316Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$10216Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$1,359213Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$60658Q4 2025OLDER
EFG International AG$4.7B AUM0.00%$923145Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$84,79013.3KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$9315Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$41740Q4 2025OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$8313Q1 2026OLDER

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