SEC 13F Intelligence

RIORIO TINTO PLC

CUSIP 767204100 · Yahoo Finance ↗ · Google Finance ↗

Rio Tinto PLC (RIO) has 927 institutional holders in Filings Flow’s 13F database, together reporting 127.97M shares worth $11.5B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, State Farm Mutual Automobile Insurance Co, and Goldman Sachs Group Inc.

Institutional Holders
927
Q1 2026
Reported Value
$11.5B
Ticker
RIO
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 344Q4 ’18Q1 ’19: 360Q2 ’19: 384Q2 ’19Q3 ’19: 349Q2 ’21: 575Q2 ’21Q4 ’21: 560Q4 ’22: 645Q4 ’22Q4 ’25: 853Q1 ’26: 927Q1 ’26Q2 ’26: 51filingsflow.com
Total reported value
Q4 ’18: $8.7BQ4 ’18Q1 ’19: $6.2BQ2 ’19: $6.5BQ2 ’19Q3 ’19: $5.9BQ2 ’21: $16.3BQ2 ’21Q4 ’21: $16.3BQ4 ’22: $5.0BQ4 ’22Q4 ’25: $10.0BQ1 ’26: $11.5BQ1 ’26Q2 ’26: $159Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Palliser Capital (UK) Ltd$129M AUM75.10%$97M1.04MQ1 2026OLDER
Journey Advisory Group, LLC$1.2B AUM11.97%$162M2.46MQ3 2025OLDER
Foresight Global Investors, Inc.$154M AUM8.09%$12M133.5KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM6.51%$80M998.7KQ4 2025OLDER
QSM Asset Management Ltd$204M AUM6.08%$12M135.1KQ1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM3.75%$4M46.1KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM3.47%$26M279.8KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM2.77%$16M175.3KQ1 2026OLDER
Transmarket Holdings LP$137M AUM2.56%$4M43.8KQ1 2026OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM2.27%$11M174.4KQ3 2025OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM2.27%$5M52.0KQ1 2026OLDER
Kapitalo Investimentos Ltda$531M AUM2.24%$12M127.8KQ1 2026OLDER
Impala Asset Management LLC$215M AUM2.03%$3M40.2KQ4 2025OLDER
Altshuler Shaham Ltd$5.5B AUM1.93%$107M1.14MQ1 2026OLDER
Oak Harvest Investment Services$958M AUM1.92%$18M197.6KQ1 2026OLDER
HARDING LOEVNER LP$9.7B AUM1.89%$184M1.97MQ1 2026OLDER
Trust Investment Advisors$171M AUM1.87%$3M34.3KQ1 2026OLDER
SSA SWISS ADVISORS AG$215M AUM1.80%$4M48.4KQ4 2025OLDER
COMMONS CAPITAL, LLC$120M AUM1.61%$2M30.0KQ4 2025OLDER
Deltroit Asset Management (UK) LLP$623M AUM1.60%$10M107.0KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM1.60%$82M874.7KQ1 2026OLDER
Ovata Capital Management Ltd$715M AUM1.52%$8M100.4KQ4 2025OLDER
Greenline Partners, LLC$930M AUM1.45%$14M144.8KQ1 2026OLDER
Live Oak Investment Partners$169M AUM1.38%$2M25.0KQ1 2026OLDER
SHARPEPOINT LLC$168M AUM1.37%$2M24.6KQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM1.33%$40M425.0KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM1.32%$6M61.2KQ1 2026OLDER
MILFORD FUNDS LTD$4.8B AUM1.31%$63M671.3KQ1 2026OLDER
Davis Capital Management$148M AUM1.26%$2M20.0KQ1 2026OLDER
ABBINGTON INVESTMENT GROUP$172M AUM1.24%$2M22.8KQ1 2026OLDER
ALLEN WEALTH MANAGEMENT, LLC$200M AUM1.22%$2M26.0KQ1 2026OLDER
Old West Investment Management, LLC$923M AUM1.20%$11M118.8KQ1 2026OLDER
KEMPNER CAPITAL MANAGEMENT INC.$106M AUM1.20%$1M16.8KQ4 2025OLDER
Shilanski & Associates, Inc.$376M AUM1.11%$4M63.5KQ3 2025OLDER
Blume Capital Management, Inc.$588M AUM1.07%$6M67.7KQ1 2026OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM1.06%$1M15.8KQ1 2026OLDER
LFG Wealth Partners, LLC$166M AUM1.06%$2M18.8KQ2 2026
Northwest Bancshares, Inc.$502M AUM1.04%$5M56.0KQ1 2026OLDER
Manske Wealth Management$357M AUM0.96%$3M36.6KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.92%$7M71.0KQ2 2026
AQR Arbitrage LLC$6.1B AUM0.90%$43M536.1KQ4 2025OLDER
Stelac Advisory Services LLC$494M AUM0.90%$4M48.4KQ1 2026OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM0.89%$1M16.0KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.86%$5M50.1KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.84%$3M28.8KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM0.84%$4M46.0KQ1 2026OLDER
Disciplined Investors, L.L.C.$168M AUM0.83%$1M14.9KQ1 2026OLDER
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM0.80%$1.0B10.93MQ1 2026OLDER
CAPITAL ADVISORS INC/OK$6.2B AUM0.79%$49M529.6KQ1 2026OLDER
FORBES J M & CO LLP$1.2B AUM0.77%$9M98.1KQ1 2026OLDER
ADVOCATE GROUP LLC$639M AUM0.77%$5M52.8KQ1 2026OLDER
CENTRAL VALLEY ADVISORS, LLC$366M AUM0.77%$3M30.1KQ1 2026OLDER
Vanguard Capital Wealth Advisors$108M AUM0.76%$954,91811.9KQ4 2025OLDER
OPAL CAPITAL LLC$565M AUM0.76%$4M46.0KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.75%$10M107.4KQ1 2026OLDER
Steadtrust LLC$198M AUM0.72%$1M15.0KQ2 2026
Family Legacy, Inc.$333M AUM0.71%$2M25.4KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.69%$2M21.6KQ1 2026OLDER
Segment Wealth Management, LLC$1.7B AUM0.68%$12M124.4KQ1 2026OLDER
Eagle Bluffs Wealth Management LLC$257M AUM0.67%$2M17.8KQ1 2026OLDER
Old Port Advisors$434M AUM0.66%$3M30.7KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.64%$2M20.0KQ2 2026
Aegis Wealth Management LLC$175M AUM0.64%$1M12.0KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.64%$1.9B20.14MQ1 2026OLDER
VPR Management LLC$250M AUM0.63%$2M17.0KQ1 2026OLDER
Cadence Wealth Management LLC$240M AUM0.63%$2M16.2KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.63%$61M656.9KQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.62%$22M234.3KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM0.62%$4M47.6KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.62%$4M40.3KQ1 2026OLDER
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.62%$960,88710.3KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM0.61%$11M120.2KQ1 2026OLDER
Hamilton Point Investment Advisors, LLC$649M AUM0.61%$4M41.2KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.61%$977,02710.5KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.60%$1M12.2KQ1 2026OLDER
FCG Investment Co$228M AUM0.60%$1M14.6KQ1 2026OLDER
Astra Wealth Partners LLC$168M AUM0.60%$1M12.7KQ4 2025OLDER
Bell Bank$2.4B AUM0.59%$14M149.6KQ1 2026OLDER
WESTBOURNE INVESTMENTS, INC.$210M AUM0.59%$1M13.2KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.58%$27M287.6KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.57%$9M96.8KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.57%$7M71.7KQ1 2026OLDER
Corps Capital Advisors, LLC$115M AUM0.56%$647,9926.9KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.56%$18M191.2KQ1 2026OLDER
Dickmeyer Boyce Financial Management, Inc.$170M AUM0.56%$947,36010.2KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.56%$135M1.44MQ1 2026OLDER
MITCHELL & PAHL PRIVATE WEALTH, LLC$246M AUM0.54%$1M14.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.54%$395M4.24MQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.52%$5M52.3KQ1 2026OLDER
McAlvany Wealth Management LLC$148M AUM0.51%$760,1048.6KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.51%$7M74.6KQ1 2026OLDER
Oakum Bay Capital LLC$187M AUM0.49%$918,9069.8KQ1 2026OLDER
Vectors Research Management, LLC$342M AUM0.48%$2M17.6KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.48%$187M2.00MQ1 2026OLDER
Ridge Creek Global, Inc$118M AUM0.46%$548,0795.9KQ1 2026OLDER
Amanah Holdings Trust$908M AUM0.46%$4M45.0KQ1 2026OLDER
Leisure Capital Management$286M AUM0.45%$1M13.8KQ1 2026OLDER
FCA CORP /TX$354M AUM0.45%$2M17.1KQ1 2026OLDER
IVC Wealth Advisors LLC$230M AUM0.45%$1M11.1KQ1 2026OLDER
Yaupon Capital Management LP$3.2B AUM0.44%$12M153.0KQ4 2025OLDER
Passumpsic Savings Bank$183M AUM0.44%$804,78210.1KQ4 2025OLDER
RAELIPSKIE PARTNERSHIP$236M AUM0.43%$1M11.0KQ1 2026OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.43%$6M60.1KQ1 2026OLDER
KITCHING PARTNERS, LLC$109M AUM0.43%$466,4505.0KQ1 2026OLDER
Evelyn Partners Asset Management Ltd$406M AUM0.42%$2M18.2KQ1 2026OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM0.42%$1M13.8KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.42%$1M11.7KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.41%$1M10.9KQ1 2026OLDER
Wealth Management Partners, LLC$350M AUM0.40%$1M15.0KQ1 2026OLDER
O'Brien Greene & Co. Inc$353M AUM0.40%$1M15.1KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.40%$2M26.5KQ1 2026OLDER
Dorato Capital Management$135M AUM0.39%$524,8375.3KQ1 2026OLDER
Burford Brothers, Inc.$244M AUM0.38%$925,1999.9KQ1 2026OLDER
SPX Gestao de Recursos Ltda$1.2B AUM0.38%$5M48.6KQ1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.38%$870,0179.3KQ1 2026OLDER
Ellsworth Advisors, LLC$532M AUM0.37%$2M21.3KQ1 2026OLDER
Corient IA LLC$106M AUM0.37%$389,0194.2KQ1 2026OLDER
S Harris Financial Group, LLC$110M AUM0.36%$394,8724.2KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.35%$3M35.4KQ1 2026OLDER
American Institute for Advanced Investment Management, LLP$154M AUM0.35%$537,8195.8KQ1 2026OLDER
Core Wealth Partners LLC$215M AUM0.35%$746,3208.0KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.34%$11M117.8KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.33%$457,5874.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.33%$11M113.0KQ1 2026OLDER
JMN Financial LLC$102M AUM0.33%$334,3693.6KQ1 2026OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.33%$7M72.8KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.33%$3M37.0KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.33%$1M16.6KQ4 2025OLDER
LMCG INVESTMENTS, LLC$1.7B AUM0.32%$5M57.6KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM0.32%$872,2619.3KQ1 2026OLDER
Comprehensive Money Management Services LLC$152M AUM0.31%$474,1935.1KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.30%$10M102.6KQ1 2026OLDER
Compass Wealth Management LLC$405M AUM0.30%$1M12.9KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.29%$1M13.6KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.29%$2M24.0KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.29%$10M105.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.29%$10M126.1KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.28%$4M46.8KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.28%$4M37.8KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.28%$6M62.9KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.28%$6M69.6KQ1 2026OLDER
Castellan Group$726M AUM0.28%$2M21.5KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.27%$1M11.9KQ1 2026OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.27%$817,2208.8KQ1 2026OLDER
Columbus Macro, LLC$936M AUM0.26%$2M26.6KQ1 2026OLDER
Oppenheimer & Close, LLC$159M AUM0.26%$419,8054.5KQ1 2026OLDER
Aspen Wealth Strategies, LLC$187M AUM0.26%$493,6905.3KQ1 2026OLDER
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$331M AUM0.26%$858,9089.2KQ1 2026OLDER
Hudson Portfolio Management LLC$119M AUM0.26%$306,4583.3KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.26%$230M2.47MQ1 2026OLDER
Naviter Wealth, LLC$801M AUM0.26%$2M21.4KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.25%$4M54.8KQ4 2025OLDER
Cohen Investment Advisors LLC$210M AUM0.25%$533,9925.7KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.25%$387,6214.2KQ1 2026OLDER
Addenda Capital Inc.$3.6B AUM0.25%$9M91.6KQ1 2026OLDER
HFG Advisors, Inc.$142M AUM0.25%$349,7443.7KQ1 2026OLDER
Legal Advantage Investments, Inc.$194M AUM0.24%$466,4505.0KQ1 2026OLDER
Walker Asset Management, LLC$185M AUM0.24%$442,7804.7KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.24%$4M43.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.24%$20M249.4KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.23%$9M95.3KQ1 2026OLDER
Wright Wealth LLC$149M AUM0.23%$345,2673.7KQ1 2026OLDER
Henry James International Management Inc.$334M AUM0.23%$765,3268.1KQ2 2026
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.23%$2M17.1KQ1 2026OLDER
Purkiss Capital Advisors LLC$227M AUM0.22%$511,2395.5KQ1 2026OLDER
DKM Wealth Management, Inc.$139M AUM0.22%$303,1933.3KQ1 2026OLDER
Jackson Hole Capital Partners, LLC$605M AUM0.22%$1M14.2KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.22%$2M23.9KQ1 2026OLDER
Columbia Asset Management$525M AUM0.22%$1M12.2KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.22%$1M14.1KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.21%$1M11.0KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.21%$550,4345.9KQ1 2026OLDER
Te Ahumairangi Investment Management Ltd$597M AUM0.21%$1M13.4KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.21%$18M195.8KQ1 2026OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.20%$785,7858.3KQ2 2026
Qtron Investments LLC$738M AUM0.20%$2M16.1KQ1 2026OLDER
VectorGlobal IAG, Inc.$385M AUM0.20%$778,8788.3KQ2 2026
Titan Wealth (CI) Ltd$232M AUM0.20%$466,3255.0KQ1 2026OLDER
TT Capital Management LLC$121M AUM0.20%$250,8373.1KQ4 2025OLDER
ALLIUM FINANCIAL ADVISORS, LLC$125M AUM0.20%$248,0622.7KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.20%$928,88910.0KQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM0.20%$209,9032.3KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.20%$558,1546.0KQ1 2026OLDER
United Community Bank$300M AUM0.20%$586,6086.3KQ1 2026OLDER
LOUISBOURG INVESTMENTS INC.$529M AUM0.20%$1M11.1KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.19%$14M150.3KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.19%$3M30.8KQ1 2026OLDER
Philip James Wealth Mangement, LLC$870M AUM0.19%$2M18.1KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.19%$604,5196.5KQ1 2026OLDER
POTENTIA WEALTH$259M AUM0.19%$498,6345.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.19%$6M65.0KQ1 2026OLDER
Tandem Financial, LLC$314M AUM0.19%$589,0256.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.19%$346M3.71MQ1 2026OLDER
EADS & HEALD WEALTH MANAGEMENT$201M AUM0.19%$372,8804.0KQ1 2026OLDER
Brucke Financial, Inc.$197M AUM0.18%$337,4064.2KQ4 2025OLDER
Clearwave Capital, LLC$146M AUM0.18%$268,9552.9KQ1 2026OLDER
HEADINVEST, LLC$488M AUM0.18%$886,2559.5KQ1 2026OLDER
Violich Capital Management, Inc.$855M AUM0.18%$2M16.4KQ1 2026OLDER
LongView Wealth Management$398M AUM0.18%$708,7007.2KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.18%$960,88710.3KQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.18%$3M33.2KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.18%$10M108.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.17%$229M2.45MQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.17%$26M276.3KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.17%$728,4727.8KQ1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.17%$16M170.7KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.17%$784,7868.3KQ2 2026
Delta Investment Management, LLC$559M AUM0.17%$989,58812.4KQ4 2025OLDER
Investors Research Corp$523M AUM0.17%$937,55111.7KQ4 2025OLDER
ANCHYRA PARTNERS LLC$330M AUM0.17%$553,3035.9KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.17%$71M765.1KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.17%$407,4914.4KQ1 2026OLDER
OneAscent Family Office, LLC$143M AUM0.17%$238,5432.6KQ1 2026OLDER
Autumn Glory Partners, LLC$272M AUM0.17%$452,9234.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.17%$60,263753Q4 2025OLDER
Providence First Trust Co$284M AUM0.16%$462,4395.0KQ1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.16%$662,8257.1KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.16%$3M30.0KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM0.16%$396,9604.3KQ1 2026OLDER
Recurrent Investment Advisors LLC$1.7B AUM0.15%$3M27.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.15%$13M140.5KQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.14%$738,5777.9KQ1 2026OLDER
MQS Management LLC$148M AUM0.14%$246,7453.7KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.14%$90M965.8KQ1 2026OLDER
Financial Sense Advisors, Inc.$493M AUM0.14%$825,12512.5KQ3 2025OLDER
SATURNA CAPITAL CORP$7.1B AUM0.14%$10M107.3KQ1 2026OLDER
Sharp Wealth Advisory, LLC$203M AUM0.14%$283,9753.0KQ1 2026OLDER
Optivise Advisory Services LLC$165M AUM0.14%$230,9542.5KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.14%$20M212.5KQ1 2026OLDER
Stonekeep Investments, LLC$154M AUM0.14%$210,1412.3KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.14%$660,9217.0KQ1 2026OLDER
Excelsior Advisor Network LLC$263M AUM0.13%$352,8233.8KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.13%$536,3795.8KQ1 2026OLDER
Triangle Securities Wealth Management$441M AUM0.13%$584,6796.3KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.13%$1M14.6KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.13%$1M12.8KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.13%$167,9201.8KQ1 2026OLDER
Bramshill Investments, LLC$1.2B AUM0.13%$1M15.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.12%$267,1403.3KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.12%$5M57.5KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.12%$1M11.1KQ1 2026OLDER
TICINO WEALTH$288M AUM0.12%$344,7433.6KQ1 2026OLDER
Solitude Financial Services$338M AUM0.12%$404,0964.1KQ1 2026OLDER
XXI WEALTH, LLC$177M AUM0.12%$208,2232.2KQ1 2026OLDER
BOURNE LENT ASSET MANAGEMENT INC$272M AUM0.12%$317,1863.4KQ1 2026OLDER
Plan A Wealth LLC$209M AUM0.12%$242,3642.6KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.12%$372,5724.0KQ1 2026OLDER
May Hill Capital, LLC$371M AUM0.11%$421,9185.3KQ1 2026OLDER
Ariadne Wealth Management, LP$223M AUM0.11%$250,0452.6KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.11%$809,35412.3KQ3 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.11%$1M11.5KQ2 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.11%$7M79.3KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.11%$629,0546.7KQ1 2026OLDER
DJE Kapital AG$4.5B AUM0.11%$5M54.8KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$678,18710.3KQ3 2025OLDER
Smith Thornton Advisors LLC$199M AUM0.11%$209,4362.2KQ1 2026OLDER
PRINCETON CAPITAL MANAGEMENT LLC$367M AUM0.10%$381,8364.1KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.10%$830,2818.9KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.10%$720,6837.7KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.10%$155,0481.7KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.10%$4M38.6KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.10%$6M63.5KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.10%$211,6943.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.10%$23M251.7KQ1 2026OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.10%$434,4524.7KQ1 2026OLDER
COURIER CAPITAL LLC$1.8B AUM0.10%$2M18.6KQ1 2026OLDER
New Millennium Group LLC$231M AUM0.10%$223,6072.8KQ4 2025OLDER
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM0.10%$3M28.3KQ1 2026OLDER
STEPH & CO$351M AUM0.10%$336,0313.6KQ1 2026OLDER
RH Tailwind Management, LLC$781M AUM0.10%$746,3208.0KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.10%$3M35.4KQ2 2026
One Wealth Advisors, LLC$803M AUM0.10%$764,0458.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.10%$828M8.88MQ1 2026OLDER
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.09%$2M21.1KQ1 2026OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.09%$292,8373.1KQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.09%$242,5542.6KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.09%$9M94.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.09%$20M214.7KQ1 2026OLDER
Fractal Investments LLC$845M AUM0.09%$764,9788.2KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.09%$2M16.4KQ1 2026OLDER
Cumberland Partners Ltd$1.3B AUM0.09%$1M12.7KQ1 2026OLDER
L & S Advisors Inc$795M AUM0.09%$712,4567.6KQ1 2026OLDER
CoreCommodity Management, LLC$538M AUM0.09%$479,6975.1KQ1 2026OLDER
Corecam Pte. Ltd.$231M AUM0.09%$203,3502.2KQ1 2026OLDER
Montz Harcus Wealth Management LLC$248M AUM0.09%$214,5672.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.09%$17M184.0KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.08%$146,9891.6KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM0.08%$6M61.2KQ1 2026OLDER
Left Brain Wealth Management, LLC$255M AUM0.08%$209,8092.2KQ1 2026OLDER
Dixon Mitchell Investment Counsel Inc.$2.9B AUM0.08%$2M25.4KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.08%$242,7652.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.08%$893,0639.4KQ2 2026
STEPHENS INC /AR/$8.0B AUM0.08%$6M68.6KQ1 2026OLDER
MONARCH CAPITAL MANAGEMENT INC$409M AUM0.08%$326,3533.4KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.08%$2M24.0KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.08%$1M12.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$575,4967.2KQ4 2025OLDER
Advocate Investing Services LLC$118M AUM0.08%$93,2901.0KQ1 2026OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM0.08%$3M27.1KQ1 2026OLDER
Octavia Wealth Advisors, LLC$1.0B AUM0.08%$816,1668.5KQ1 2026OLDER
Gemmer Asset Management LLC$1.3B AUM0.08%$983,18310.5KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.08%$1M11.6KQ1 2026OLDER
WNY Asset Management, LLC$967M AUM0.08%$739,9987.9KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.08%$965,83110.4KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.08%$49M524.6KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.08%$387,1544.2KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM0.07%$14M145.3KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.07%$437,9034.7KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.07%$1M16.9KQ4 2025OLDER
TIEMANN INVESTMENT ADVISORS, LLC$255M AUM0.07%$186,5802.0KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.07%$83M892.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.07%$8M90.8KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.07%$150M1.73MQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.07%$192M2.06MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.07%$4M39.8KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.07%$84,427905Q1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.07%$1M13.2KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.07%$372,3204.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.07%$143M1.44MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.07%$161M1.73MQ1 2026OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.07%$2M20.3KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.07%$1M13.5KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.07%$177,2762.2KQ4 2025OLDER
Castle Rock Wealth Management, LLC$509M AUM0.07%$345,5513.7KQ2 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.07%$967,76212.2KQ4 2025OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.07%$16M172.3KQ1 2026OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.07%$2M16.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.07%$6M62.7KQ1 2026OLDER
Alphadyne Asset Management LP$5.8B AUM0.06%$4M40.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.06%$11M114.1KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.06%$541,0825.8KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.06%$238,3562.6KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.06%$2M23.0KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.06%$12M126.9KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.06%$7M110.2KQ3 2025OLDER
Modera Wealth Management, LLC$8.3B AUM0.06%$5M57.1KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.06%$463,7315.0KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.06%$692,5547.4KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.06%$2M21.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.06%$2M22.1KQ1 2026OLDER
55 North Private Wealth, LLC$508M AUM0.06%$313,1743.3KQ2 2026
Monument Capital Management$399M AUM0.06%$245,9122.6KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.06%$10M112.5KQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$754M AUM0.06%$461,5064.9KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.06%$38M403.2KQ1 2026OLDER
one8zero8, LLC$449M AUM0.06%$270,5412.9KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.06%$5M49.9KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.06%$283,9463.5KQ4 2025OLDER
FineMark National Bank & Trust$3.2B AUM0.06%$2M23.6KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.06%$274,4233.4KQ2 2026
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.06%$3M27.3KQ1 2026OLDER
Aspire Capital Advisors LLC$444M AUM0.06%$253,5492.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.06%$337,0005.1KQ3 2025OLDER
Legacy Edge Advisors, LLC$951M AUM0.06%$542,2955.8KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.06%$151,6901.6KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.06%$96,7541.0KQ1 2026OLDER
BEARING POINT CAPITAL, LLC$638M AUM0.06%$354,5023.8KQ1 2026OLDER
VISTA INVESTMENT PARTNERS LLC$397M AUM0.06%$219,5732.3KQ2 2026
Jaffetilchin Investment Partners, LLC$1.7B AUM0.06%$924,7849.9KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.05%$60M640.1KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.05%$309,2823.3KQ2 2026
Aventura Private Wealth, LLC$273M AUM0.05%$149,3571.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.05%$46M494.4KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.05%$5M48.2KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.05%$220,6312.4KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.05%$202,6362.5KQ4 2025OLDER
Inspire Advisors, LLC$1.2B AUM0.05%$645,7396.9KQ1 2026OLDER
Keudell/Morrison Wealth Management$489M AUM0.05%$256,5482.8KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.05%$526,7155.6KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.05%$2M22.1KQ1 2026OLDER
Barry Investment Advisors, LLC$478M AUM0.05%$245,4732.6KQ2 2026
OPTIMUM INVESTMENT ADVISORS$252M AUM0.05%$128,7201.9KQ3 2025OLDER
Accurate Wealth Management, LLC$831M AUM0.05%$420,6854.3KQ1 2026OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.05%$4M38.2KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.05%$617,1136.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.05%$2M23.7KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.05%$2M20.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.05%$53M564.2KQ1 2026OLDER
Hexagon Capital Partners LLC$683M AUM0.05%$331,3663.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.05%$4M39.1KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.05%$1M15.3KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.05%$568,5386.0KQ2 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.05%$3M29.7KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.05%$950,34510.2KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.05%$267,7803.3KQ4 2025OLDER
Asset Allocation Strategies LLC$563M AUM0.05%$269,9192.9KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.05%$11M114.2KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.05%$772,6288.3KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.05%$111,9481.2KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.05%$28M305.1KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.05%$1M17.6KQ3 2025OLDER
Banco BTG Pactual S.A.$1.1B AUM0.05%$541,0825.8KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.05%$139,9341.5KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.05%$830,1398.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.05%$414M4.44MQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.05%$18M180.6KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.05%$10M127.7KQ4 2025OLDER
Legend Capital Advisors LLC$160M AUM0.05%$72,299775Q1 2026OLDER
Caprock Group, LLC$4.1B AUM0.05%$2M26.7KQ4 2025OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.04%$220,7242.4KQ1 2026OLDER
Ramsay, Stattman, Vela & Price, Inc.$506M AUM0.04%$224,3622.4KQ1 2026OLDER
Aspen Wealth Management LLC$501M AUM0.04%$220,8912.4KQ1 2026OLDER
Everest Financial Group LLC$607M AUM0.04%$267,2722.9KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.04%$4M42.4KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.04%$241,9252.6KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.04%$2M16.8KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM0.04%$336,812255Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.04%$180,4541.9KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.04%$874,89713.3KQ3 2025OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.04%$2M21.0KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.04%$390,2114.2KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.04%$1M12.0KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.04%$536,4955.8KQ1 2026OLDER
Summit Financial Wealth Advisors, LLC$705M AUM0.04%$287,9863.1KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.04%$310,0033.3KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.04%$2M23.6KQ1 2026OLDER
Calydon Capital$613M AUM0.04%$244,6582.6KQ1 2026OLDER
LGT Group Foundation$8.2B AUM0.04%$3M34.6KQ1 2026OLDER
Abundance Wealth Counselors$697M AUM0.04%$273,2462.9KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.04%$3M37.1KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.04%$1M15.1KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.04%$2M25.6KQ1 2026OLDER
Aprio Wealth Management, LLC$1.8B AUM0.04%$703,4507.5KQ1 2026OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.04%$373,1604.0KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.04%$290,5983.1KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$270,2572.8KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.04%$771,1699.6KQ4 2025OLDER
Westend Capital Management, LLC$333M AUM0.04%$125,2881.3KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.04%$368,4964.0KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.04%$104,2051.1KQ1 2026OLDER
Hudock, Inc.$680M AUM0.04%$252,2242.7KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.04%$46,645500Q1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.04%$2M16.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.04%$3M32.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.04%$2M23.4KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.04%$339,5653.6KQ2 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.04%$4M40.0KQ1 2026OLDER
Hilltop National Bank$468M AUM0.04%$171,0641.8KQ2 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$20M210.4KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.04%$2M23.6KQ1 2026OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.04%$221,0042.4KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.04%$645,2886.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.04%$978,80011.0KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.04%$209,1562.2KQ1 2026OLDER
Mraz, Amerine & Associates, Inc.$678M AUM0.03%$236,1172.5KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$49M520.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.03%$949,50510.2KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.03%$123,2361.3KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.03%$81,443873Q1 2026OLDER
Thrive Wealth Management, LLC$787M AUM0.03%$262,6712.8KQ2 2026
PROFUND ADVISORS LLC$2.7B AUM0.03%$901,4619.7KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.03%$3M28.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$157M1.68MQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.03%$2M16.4KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.03%$4M40.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.03%$47M505.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.03%$2M22.2KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.03%$358,2343.8KQ1 2026OLDER
Genus Capital Management Inc.$873M AUM0.03%$275,1122.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M100.1KQ3 2025OLDER
CVA Family Office, LLC$950M AUM0.03%$298,5283.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.03%$19M200.3KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.03%$593,5166.4KQ1 2026OLDER
UHLMANN PRICE SECURITIES, LLC$1.5B AUM0.03%$455,7634.9KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$340,1353.6KQ1 2026OLDER
NWAM LLC$1.7B AUM0.03%$528,9545.7KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.03%$392,0194.2KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.03%$911,3139.8KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.03%$605,8466.5KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.03%$58,026622Q1 2026OLDER
KINTRA WEALTH, LLC$1.4B AUM0.03%$424,5104.5KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.03%$574,9446.1KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.03%$2M17.5KQ1 2026OLDER
Florida Trust Wealth Management Co$3.6B AUM0.03%$1M11.3KQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.03%$494,5874.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.03%$283,6023.0KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.03%$559,7406.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.03%$1M15.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$23M283.4KQ4 2025OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$243,7172.6KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.03%$5M53.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.03%$56M595.5KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.03%$299,4613.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.03%$6M61.1KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$290,3193.1KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.03%$204,7722.2KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.03%$48,884524Q1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.03%$85,1351.1KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.03%$457M5.70MQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.03%$1M12.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.03%$325,5313.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.03%$7M78.8KQ2 2026
Mayflower Financial Advisors, LLC$1.2B AUM0.03%$307,2883.2KQ2 2026
Bedel Financial Consulting, Inc.$888M AUM0.03%$233,0652.5KQ1 2026OLDER
BALLAST ADVISORS LLC$344M AUM0.03%$90,113966Q2 2026
Henshaw Capital LLC$2.7B AUM0.03%$702,2877.5KQ1 2026OLDER
Stonegate Investment Group, LLC$4.3B AUM0.03%$1M17.0KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.03%$3M35.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.03%$159M1.71MQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.03%$17M186.5KQ1 2026OLDER

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