SEC 13F Intelligence

RELYREMITLY GLOBAL INC

CUSIP 75960P104 · Yahoo Finance ↗ · Google Finance ↗

Remitly Global Inc (RELY) has 289 institutional holders in Filings Flow’s 13F database, together reporting 173.18M shares worth $2.7B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Naspers Ltd.

Institutional Holders
289
Q1 2026
Reported Value
$2.7B
Ticker
RELY
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 58Q4 ’21Q4 ’22: 121Q4 ’22Q4 ’25: 276Q4 ’25Q1 ’26: 289Q1 ’26Q2 ’26: 11Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $5.2BQ4 ’21Q4 ’22: $821MQ4 ’22Q4 ’25: $2.4BQ4 ’25Q1 ’26: $2.7BQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NASPERS LTD$253M AUM83.28%$211M13.44MQ1 2026OLDER
LB Partners LLC$112M AUM21.48%$24M1.53MQ1 2026OLDER
Lead Edge Capital Management, LLC$408M AUM14.49%$59M3.77MQ1 2026OLDER
Ararat Capital Management LP$178M AUM8.95%$16M1.01MQ1 2026OLDER
Azora Capital LP$1.5B AUM2.50%$40M2.88MQ4 2025OLDER
Whetstone Capital Advisors, LLC$288M AUM2.49%$8M579.3KQ4 2025OLDER
CADIAN CAPITAL MANAGEMENT, LP$821M AUM1.25%$21M1.29MQ3 2025OLDER
LAKEWOOD CAPITAL MANAGEMENT, LP$1.6B AUM1.19%$19M1.20MQ1 2026OLDER
Palisades Investment Partners, LLC$255M AUM1.17%$3M189.9KQ1 2026OLDER
Capelight Capital Asset Management LP$134M AUM1.09%$1M100.0KQ4 2025OLDER
GENERATION INVESTMENT MANAGEMENT LLP$11.2B AUM1.08%$121M7.69MQ1 2026OLDER
STEINBERG ASSET MANAGEMENT LLC$154M AUM0.85%$1M83.8KQ1 2026OLDER
G2 Investment Partners Management LLC$406M AUM0.77%$3M199.4KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.69%$17M1.05MQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.67%$23M1.45MQ1 2026OLDER
Siren, L.L.C.$3.6B AUM0.67%$24M1.54MQ1 2026OLDER
Longaeva Partners L.P.$2.7B AUM0.65%$18M1.12MQ1 2026OLDER
Future Fund LLC$284M AUM0.58%$2M105.9KQ1 2026OLDER
Portolan Capital Management, LLC$1.9B AUM0.58%$11M698.2KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.51%$19M1.22MQ1 2026OLDER
Creek Drive Management Group LLC$433M AUM0.47%$2M147.5KQ2 2026
Odyssean, LLC$274M AUM0.47%$1M81.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.39%$10M662.0KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.37%$5M350.0KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM0.31%$4M260.1KQ4 2025OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.30%$8M495.0KQ3 2025OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.25%$3M189.2KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.22%$2M156.8KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.22%$11M680.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.21%$3M208.1KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.21%$8M504.2KQ3 2025OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.19%$185M11.82MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.18%$1M70.2KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.17%$5M337.5KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.17%$586,02737.4KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.17%$550,34635.1KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.16%$4M269.4KQ4 2025OLDER
Green Alpha Advisors, LLC$102M AUM0.16%$158,84710.1KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.15%$1M85.3KQ1 2026OLDER
CHANNEL WEALTH LLC$413M AUM0.15%$623,66639.8KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.15%$281,33517.3KQ3 2025OLDER
Seelaus Asset Management LLC$139M AUM0.14%$190,35912.1KQ1 2026OLDER
Scientech Research LLC$120M AUM0.14%$217,93015.8KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.12%$16M1.03MQ1 2026OLDER
VARCOV Co.$268M AUM0.12%$292,69821.2KQ4 2025OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.11%$720,83544.2KQ3 2025OLDER
Schneider Downs Wealth Management Advisors, LP$907M AUM0.11%$984,82962.8KQ1 2026OLDER
State of Wyoming$844M AUM0.11%$894,00557.1KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.10%$3M193.2KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.10%$30M1.94MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.10%$100M6.40MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.10%$559,08836.5KQ1 2026OLDER
RHS Financial, LLC$211M AUM0.09%$179,56111.0KQ3 2025OLDER
Neo Ivy Capital Management$379M AUM0.09%$562,57040.8KQ4 2025OLDER
OAK RIDGE INVESTMENTS LLC$1.5B AUM0.09%$1M82.6KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.08%$556,81835.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.08%$7M404.3KQ3 2025OLDER
R Squared Ltd$182M AUM0.07%$172,47010.6KQ3 2025OLDER
HAP TRADING, LLC$1.4B AUM0.07%$1M88.2KQ3 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.07%$5M310.0KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.07%$658,84640.4KQ3 2025OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.07%$643,66141.1KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.07%$42M2.71MQ1 2026OLDER
Badgley Phelps Wealth Managers, LLC$5.0B AUM0.06%$3M208.2KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.06%$9M569.7KQ1 2026OLDER
Auxano Advisors, LLC$501M AUM0.06%$315,25020.1KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.06%$278,53920.2KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.06%$2M96.8KQ3 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.06%$4M237.7KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.06%$204,15714.8KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$20,3271.5KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M155.4KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.05%$2M106.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.04%$626,80040.0KQ1 2026OLDER
VILLERE ST DENIS J & CO LLC$907M AUM0.04%$391,75025.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.04%$9M569.1KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$424,93927.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.04%$74M4.74MQ1 2026OLDER
M&G Plc$19.4B AUM0.04%$7M459.6KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$1M89.9KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.04%$2M129.7KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$522,74132.1KQ3 2025OLDER
111 Capital$406M AUM0.03%$177,21410.9KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.03%$622,60039.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$14M906.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$23M1.49MQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.03%$23M1.49MQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$64,4324.7KQ4 2025OLDER
Garde Capital, Inc.$1.7B AUM0.03%$465,07029.7KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$312,76322.7KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.03%$15M968.7KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.03%$3M206.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M202.8KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$300,26919.2KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$13M831.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$37M2.33MQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.02%$932,36559.5KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.02%$441,25228.2KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.02%$188,58812.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$17M1.22MQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$4M246.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$16M1.03MQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.02%$1M67.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$10M608.2KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.02%$504,78732.2KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$297,50818.3KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$4M234.7KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$4M230.4KQ3 2025OLDER
HighMark Wealth Management LLC$246M AUM0.02%$39,9582.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M258.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$529,09238.3KQ4 2025OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.02%$1M100.0KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$31M1.98MQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$298,21619.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M122.0KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$470,10030.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$2M153.3KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$352,85822.5KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$261,45416.7KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$808,57251.6KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$556,58034.1KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$9M539.8KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$49M3.14MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M66.1KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$242,38415.5KQ1 2026OLDER
Capital International Investors$426.5B AUM0.01%$41M2.64MQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M72.5KQ1 2026OLDER
Quarry LP$558M AUM0.01%$41,6792.6KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$99,4334.4KQ2 2026
FMR LLC$1.90T AUM0.01%$168M10.74MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$553,95634.0KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$46M2.90MQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$385,43524.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M131.2KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$207,92513.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$294,07918.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$5M327.7KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M94.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$31M1.99MQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$47,8242.9KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$409,17526.1KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M236.0KQ3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$77047.3KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$218,69114.0KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.01%$78,3505.0KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$206,29513.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$117M7.46MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$723,79746.2KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$253,19616.2KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$183,91911.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$81M5.15MQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$949,80660.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$2M159.5KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$363,81023.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$43M2.77MQ1 2026OLDER
NATIXIS$28.0B AUM0.01%$1M73.0KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$689,74744.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$19M1.24MQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$8M508.7KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$103,1796.3KQ3 2025OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.01%$31,5912.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$400,59025.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M75.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$19M1.19MQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$2M114.7KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$7M395.9KQ3 2025OLDER
Essential Partners LLC$250M AUM0.00%$11,694623Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$764,80648.8KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M198.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M262.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$243,51215.5KQ2 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$67M4.29MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$36M2.28MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$10M628.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$230M14.69MQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M107.7KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.00%$236,64314.5KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$589,08337.6KQ2 2026
Man Group plc$55.1B AUM0.00%$2M125.0KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$3M193.3KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1M78.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M208.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$22M1.41MQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$6,127391Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$24M1.56MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$221M16.05MQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$163,06111.8KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$25,6991.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M351.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$320,78120.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M120.0KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$2M117.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$239,87715.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$118M7.53MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3M212.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$713,46051.7KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M127.3KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$3,291210Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$23M1.46MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$16M1.01MQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$9,058578Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$313,40020.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$7M470.5KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$144,6039.2KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$612,69739.1KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$508,96232.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$987,13263.0KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$14,745941Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M105.9KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$231,50914.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M212.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M151.1KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$61M3.88MQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M64.0KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$279,14517.8KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$708,26845.2KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$5,738352Q3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M149.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$471,27530.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$64,2804.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M252.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$1M75.3KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$58,8883.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$48,5622.2KQ2 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$6M403.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$252,78816.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$426,97627.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$197,20712.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$350,27222.4KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M80.4KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$8,415537Q1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$4,952316Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M97.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$759,32148.5KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$290,25417.8KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$722,35646.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M665.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$855,58254.6KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$1M93.1KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$8M527.9KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$11,752750Q1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$3,902249Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$5,657361Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$5,296338Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$456,59229.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$218,43513.4KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,513288Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M135.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M338.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M81.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$584,96137.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M89.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$264,02416.8KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$938,44059.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$1M67.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$545,83334.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$836,66953.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$242,88017.6KQ4 2025OLDER
Founders Capital Management$205M AUM0.00%$1,725125Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M244.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$16,9551.1KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$441,54532.0KQ4 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$178,70111.4KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.00%$64,5294.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$9,910608Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$13M919.0KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$154,27011.2KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$470,10030.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$183,56813.3KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M89.7KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$17,2371.1KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$395,32425.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M102.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M186.6KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M64.0KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$86255Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$73647Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$231,15014.2KQ3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M70.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$642,74141.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$20,9201.3KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$304,18619.4KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$389,11824.8KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M75.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$4M232.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$388,78824.8KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$839,66153.6KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M88.9KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$215,42113.2KQ3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$22,1991.4KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$439,16728.0KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$9,653616Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$7,580465Q3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$36,1822.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,904138Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M411.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,431218.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$28,6131.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M66.5KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$191,95812.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$300,13218.4KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$44,3673.2KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$17,4251.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$13,978892Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$4,466285Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$18,6471.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$67,6794.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$246,85015.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$26,5231.7KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.00%$5,203377Q4 2025OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$32420Q3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$993,62063.4KQ2 2026
Marquette Asset Management, LLC$779M AUM0.00%$1,39062Q2 2026
Hillsdale Investment Management Inc.$3.7B AUM0.00%$5,705350Q3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$5,479397Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$60337Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$280,58617.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$8,970650Q4 2025OLDER
Garner Asset Management Corp$255M AUM0.00%$41430Q4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,053131Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$1,17675Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$97262Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$23,8501.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$33,5652.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$75,8434.8KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$70451Q4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$62728Q2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$193,99512.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$373,27523.8KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$59638Q1 2026OLDER
Amundi$367.1B AUM0.00%$292,79418.7KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$15710Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$36023Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$17,9261.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2,319148Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$58037Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$40417Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,211197Q3 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$22014Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$43,1552.8KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$78450Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$167,62210.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$176,15712.8KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$229,00014.6KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$10,076643Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$26,8901.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$87357Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$42527Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$65842Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$8,280600Q4 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1107Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$60527Q2 2026
Dunhill Financial, LLC$424M AUM0.00%$603Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$99472Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$19,1081.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,567100Q1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$554Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$14,009894Q2 2026
ASSETMARK, INC$49.0B AUM0.00%$1,645105Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$18511Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$23517Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2,946188Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$2132Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,53698Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$29021Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$161Q1 2026OLDER

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