SEC 13F Intelligence

RGRSTURM RUGER & CO INC

CUSIP 864159108 · Yahoo Finance ↗ · Google Finance ↗

Sturm Ruger & Co Inc (RGR) has 189 institutional holders in Filings Flow’s 13F database, together reporting 9.70M shares worth $376M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Renaissance Technologies LLC.

Institutional Holders
189
Q1 2026
Reported Value
$376M
Ticker
RGR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 185Q4 ’18Q1 ’19: 193Q2 ’19: 173Q2 ’19Q3 ’19: 157Q2 ’21: 219Q2 ’21Q4 ’21: 218Q4 ’22: 195Q4 ’22Q4 ’25: 186Q1 ’26: 189Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.9BQ2 ’19Q3 ’19: $1.5BQ2 ’21: $4.4BQ2 ’21Q4 ’21: $3.6BQ4 ’22: $189MQ4 ’22Q4 ’25: $310MQ1 ’26: $376MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
JRM Investment Counsel, LLC$375M AUM4.24%$16M397.0KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM1.05%$1M36.3KQ1 2026OLDER
Rangeley Capital, LLC$103M AUM0.95%$1M35.1KQ4 2025OLDER
SummerHaven Investment Management, LLC$163M AUM0.52%$845,93921.1KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM0.27%$962,16024.0KQ1 2026OLDER
INTERCAPITAL, LLC$299M AUM0.27%$801,80020.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.22%$500,52515.3KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.17%$596,86014.9KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM0.16%$746,04122.9KQ4 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.13%$322,9658.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.13%$467,77714.3KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.09%$12M353.8KQ4 2025OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.07%$4M94.0KQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.06%$105,4502.8KQ2 2026
Proficio Capital Partners LLC$1.9B AUM0.06%$1M26.5KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.06%$539,21013.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.04%$28M710.2KQ1 2026OLDER
NOVEM GROUP$873M AUM0.04%$373,0789.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.03%$217,2205.0KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M31.8KQ1 2026OLDER
Oakum Bay Capital LLC$187M AUM0.03%$65,3002.0KQ4 2025OLDER
Unison Advisors LLC$1.3B AUM0.03%$417,37710.4KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.03%$5M125.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M36.9KQ1 2026OLDER
Petrus Trust Company, LTA$915M AUM0.03%$229,1305.3KQ3 2025OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.02%$93,0492.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$637,47215.9KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.02%$2M49.2KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.02%$328,4578.2KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$149,8563.7KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.02%$2M66.1KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$20M497.8KQ1 2026OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.02%$1M30.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$915,05422.8KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$238,7766.0KQ1 2026OLDER
North Capital, Inc.$118M AUM0.01%$15,215350Q3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$2M43.3KQ1 2026OLDER
Financial Life Planners$130M AUM0.01%$14,967373Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M146.8KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M63.1KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M27.1KQ1 2026OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$230,7895.3KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M31.4KQ1 2026OLDER
Cypress Capital Management LLC (WY)$108M AUM0.01%$8,018200Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$13M333.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$750,76518.7KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$15,868442Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$69,1901.8KQ2 2026
Ballentine Partners, LLC$7.2B AUM0.01%$413,2699.5KQ3 2025OLDER
Ancora Advisors LLC$4.7B AUM0.01%$272,5628.3KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.01%$405,48711.1KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$435,09710.9KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$321,6787.4KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$128,6893.2KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$5M122.8KQ1 2026OLDER
MAIRS & POWER INC$9.8B AUM0.00%$481,08012.0KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.00%$204,4595.1KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.00%$362,4538.3KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M102.4KQ1 2026OLDER
MRP Capital Investments, LLC$115M AUM0.00%$5,034126Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$962,08024.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$5,434125Q3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$958,15123.9KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$215,5155.4KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$23,2781.4KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$19M476.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M66.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$16M397.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M46.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$220,7476.8KQ4 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$219,5205.5KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M44.4KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$297,5087.4KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$20M506.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$858,33219.7KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$703,86921.6KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$1M39.5KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$378,74011.6KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$14M358.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$67,4321.7KQ1 2026OLDER
Curat Global, LLC$102M AUM0.00%$2,17450Q3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$156,6223.6KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$225,7756.9KQ4 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$2,04351Q1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$67,5121.7KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M87.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$134,5323.4KQ1 2026OLDER
GGM Financial LLC$217M AUM0.00%$3,52181Q3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M78.1KQ3 2025OLDER
Mechanics Financial Corp$239M AUM0.00%$4,009100Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M47.2KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M232.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$309,3347.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$316,1107.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M240.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$416,93610.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$40,0071.1KQ2 2026
Compass Financial Services Inc$231M AUM0.00%$3,265100Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M76.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$217,6495.4KQ2 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$29,124892Q4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$18,774459Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$49,5111.2KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$141,7983.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$57,9301.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$212,9604.9KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$849,70821.2KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$4,009100Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$4M104.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$15M363.8KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$52,2401.6KQ4 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$1,40335Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$51M1.28MQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M121.8KQ1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.00%$3,78594Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$713,51716.4KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$6M140.7KQ1 2026OLDER
Mascoma Wealth Management LLC$484M AUM0.00%$4,009100Q1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$84221Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$6M140.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M42.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M28.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$26M643.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$752,68218.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M47.1KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$6,890168Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$470,23210.8KQ3 2025OLDER
Estabrook Capital Management$685M AUM0.00%$4,009100Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$2M48.4KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.00%$1,52338Q1 2026OLDER
Your Advocates Ltd., LLP$328M AUM0.00%$1,68442Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$24,472698Q4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$145,9283.6KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$4,415102Q3 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$50013Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$13M323.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$264,6956.1KQ3 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$30M915.0KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M93.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$686,74217.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$138,6713.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M197.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$202,8555.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$346,2538.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M36.2KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$262,9506.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$395,0479.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$308,9289.5KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$221,3844.9KQ3 2025OLDER
City State Bank$385M AUM0.00%$1,28332Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$487,34312.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$6M148.7KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$215,4906.6KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M39.1KQ2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$211,6585.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M47.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M63.8KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$273,8616.3KQ3 2025OLDER
Costello Asset Management, INC$289M AUM0.00%$80220Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$14,833370Q2 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$121,1523.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$8,339208Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$13,350333Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$5M119.0KQ1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$95524Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M28.5KQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.00%$40110Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$3,28782Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$79,0532.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$631,61419.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$237,5645.5KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$381,9379.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M69.5KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$3218Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,20330Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M55.7KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$10,423260Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$219,7525.1KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$101,7232.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$4,370109Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$310,3467.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,84546Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$260,8666.5KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$6,014150Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$499,67312.5KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$39,048974Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$3,41685Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,52088Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$8,018200Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$483,24512.1KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$65215Q3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$335,4158.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$25,013766Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,72443Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$179,1584.4KQ1 2026OLDER
Networth Advisors, LLC$141M AUM0.00%$1203Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$16,036400Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$191,7104.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$18,048450Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2817Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$12,388309Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$812Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$3,265100Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,36334Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$32,633814Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$1,72443Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$1,07733Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$49412.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$4,347100Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$83,1462.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,92448Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$16,519380Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,93990Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$215,6045.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$3,24781Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2416Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,78241Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,60440Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$40110Q1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$1,56439Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$6,530200Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$812Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$12,187304Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$9,994249Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$52212Q3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,72893Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$20,807519Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$11,305282Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$42513Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$1,08725Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$18,321457Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$1644Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$70417Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$401Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$3,298101Q4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$2416Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$802Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$65315Q3 2025OLDER
Torren Management, LLC$201M AUM0.00%$60Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,04551Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1634Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1604Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$401Q1 2026OLDER

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