SEC 13F Intelligence

RIVNRIVIAN AUTOMOTIVE INC

CUSIP 76954A103 · Yahoo Finance ↗ · Google Finance ↗

Rivian Automotive Inc (RIVN) has 800 institutional holders in Filings Flow’s 13F database, together reporting 664.52M shares worth $9.9B as of Q1 2026. The largest reported holders are Amazon Com Inc, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
800
Q1 2026
Reported Value
$9.9B
Ticker
RIVN
Quarters Tracked
5

Ownership Trend

Institutional holders
Q4 ’21: 462Q4 ’21Q4 ’22: 563Q4 ’22Q4 ’25: 783Q4 ’25Q1 ’26: 800Q1 ’26Q2 ’26: 42Q2 ’26filingsflow.com
Total reported value
Q4 ’21: $157.0BQ4 ’21Q4 ’22: $3.0BQ4 ’22Q4 ’25: $13.8BQ4 ’25Q1 ’26: $9.9BQ1 ’26Q2 ’26: $57MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
AMAZON COM INC$2.6B AUM90.57%$2.4B158.36MQ1 2026OLDER
SOMA EQUITY PARTNERS LP$1.4B AUM6.34%$86M5.71MQ1 2026OLDER
Alpine Global Management, LLC$668M AUM6.00%$40M2.66MQ1 2026OLDER
VALUEWORKS LLC$367M AUM5.05%$19M1.23MQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM4.03%$39M2.56MQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM2.84%$38M1.95MQ4 2025OLDER
INTERCAPITAL, LLC$299M AUM1.92%$6M382.4KQ1 2026OLDER
Barrier Capital Management, LLC$114M AUM1.89%$3M130.2KQ4 2025OLDER
Andrew Hill Investment Advisors, Inc.$112M AUM1.88%$2M139.9KQ1 2026OLDER
Green Alpha Advisors, LLC$102M AUM1.83%$2M123.5KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM1.43%$148M9.85MQ1 2026OLDER
Baron Wealth Management LLC$386M AUM1.41%$5M314.0KQ2 2026
READYSTATE ASSET MANAGEMENT LP$2.2B AUM1.36%$30M2.02MQ1 2026OLDER
UDINE WEALTH MANAGEMENT, INC.$205M AUM1.15%$2M157.0KQ1 2026OLDER
Longitude (Cayman) Ltd.$244M AUM0.94%$2M152.0KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.90%$5M311.9KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.87%$30M1.99MQ1 2026OLDER
New Insight Wealth Advisors$279M AUM0.79%$2M146.6KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.68%$2M154.3KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.67%$660M43.82MQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.64%$53M3.55MQ1 2026OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.62%$7M432.0KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.61%$13M890.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.61%$27M1.38MQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.59%$2M149.5KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.58%$5M241.9KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.54%$247M16.41MQ1 2026OLDER
Sculptor Capital LP$9.6B AUM0.52%$50M3.29MQ1 2026OLDER
Atika Capital Management LLC$796M AUM0.50%$5M2.4KQ4 2025OLDER
Covalis Capital LLP$1.6B AUM0.50%$8M540.9KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.49%$4M300.0KQ3 2025OLDER
Tyro Capital Management LLC$921M AUM0.42%$4M257.4KQ2 2026
Aquatic Capital Management LLC$3.5B AUM0.41%$14M958.9KQ1 2026OLDER
WHITEBOX ADVISORS LLC$8.1B AUM0.41%$29M1.46MQ4 2025OLDER
Telemark Asset Management, LLC$1.1B AUM0.39%$4M200.0KQ4 2025OLDER
Trans-Canada Capital Inc.$1.4B AUM0.39%$6M434.5KQ3 2025OLDER
SOL Capital Management CO$206M AUM0.38%$4,271216.7KQ4 2025OLDER
Endure Capital Management, LLC$146M AUM0.37%$545,649266.3KQ1 2026OLDER
Triumph Capital Management$491M AUM0.35%$2M113.7KQ1 2026OLDER
Causey Wealth LLC$205M AUM0.34%$701,42547.8KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.33%$4M203.6KQ4 2025OLDER
Genus Capital Management Inc.$873M AUM0.33%$3M192.1KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.32%$6M399.8KQ1 2026OLDER
Gryphon Financial Partners LLC$976M AUM0.31%$3M186.9KQ3 2025OLDER
Odyssean, LLC$274M AUM0.31%$841,53655.9KQ1 2026OLDER
Scientech Research LLC$120M AUM0.29%$467,93523.7KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.29%$4M262.7KQ3 2025OLDER
MUFG Securities EMEA plc$6.7B AUM0.28%$24M1.23MQ4 2025OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.28%$10M683.0KQ1 2026OLDER
WS MANAGEMENT LLLP$1.1B AUM0.27%$3M200.0KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.26%$164M10.92MQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.25%$8M520.0KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.25%$1M76.7KQ1 2026OLDER
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.25%$15M750.0KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.24%$16M1.09MQ1 2026OLDER
Carrera Capital Advisors$649M AUM0.24%$2M103.5KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.21%$3M214.1KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.20%$948,15063.0KQ1 2026OLDER
Rydar Equities, Inc.$129M AUM0.20%$256,67817.1KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.19%$6M394.5KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.19%$915,79360.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.19%$235M15.60MQ1 2026OLDER
1248 Management, LLC$216M AUM0.18%$393,93426.2KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.17%$2M106.7KQ4 2025OLDER
S-Bank Fund Management Ltd$671M AUM0.17%$1M74.9KQ1 2026OLDER
Evansbrook LLC$150M AUM0.16%$241,92916.1KQ2 2026
NINE MASTS CAPITAL Ltd$693M AUM0.16%$1M313.0KQ1 2026OLDER
Johnson & White Wealth Management, LLC$236M AUM0.16%$376,25025.0KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.16%$641,25042.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.16%$121M8.04MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.15%$32M2.21MQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.15%$530,73126.9KQ4 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.15%$42M2.14MQ4 2025OLDER
STEINBERGANNA WEALTH MANAGEMENT$208M AUM0.15%$306,53820.4KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.15%$3M204.0KQ1 2026OLDER
SLT Holdings LLC$148M AUM0.14%$203,17513.5KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.14%$327,51821.8KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.14%$1M70.0KQ3 2025OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.13%$851,33356.6KQ1 2026OLDER
Torrey Growth & Income Advisors$239M AUM0.13%$320,76122.0KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.13%$4M246.9KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.13%$726,22049.5KQ3 2025OLDER
ALTERNA WEALTH MANAGEMENT, INC$132M AUM0.13%$168,15411.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.13%$209M13.92MQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.12%$898,57945.6KQ4 2025OLDER
Sagefield Capital LP$1.4B AUM0.12%$2M107.8KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.11%$65M4.34MQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.11%$9M475.0KQ4 2025OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.11%$1M57.8KQ4 2025OLDER
Private Wealth Advisors, LLC$356M AUM0.11%$380,13325.3KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.10%$16M1.09MQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.10%$39M2.28MQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.10%$2M103.4KQ1 2026OLDER
Dockside LLC$397M AUM0.10%$398,78026.5KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.10%$5M311.3KQ1 2026OLDER
BankPlus Wealth Management LLC$194M AUM0.10%$186,93612.4KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.10%$2M143.7KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.10%$620,74731.5KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.09%$735,22348.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.09%$379,18525.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.09%$214M14.19MQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.09%$1M73.2KQ1 2026OLDER
HITE Hedge Asset Management LLC$1.8B AUM0.09%$2M103.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.09%$24M1.23MQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.08%$66M4.36MQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.08%$262,86317.5KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$546,14037.2KQ3 2025OLDER
R Squared Ltd$182M AUM0.08%$186,53912.7KQ3 2025OLDER
EFG International AG$4.7B AUM0.08%$4M247.4KQ1 2026OLDER
Krane Funds Advisors LLC$2.4B AUM0.08%$2M124.2KQ1 2026OLDER
BlackDiamond Wealth Management, LLC$208M AUM0.07%$153,34410.2KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.07%$161,03510.7KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.07%$3M225.2KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.07%$3M177.6KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM0.07%$197,10010.0KQ4 2025OLDER
Independent Wealth Network Inc.$337M AUM0.07%$236,81415.7KQ1 2026OLDER
BEAM WEALTH ADVISORS, INC.$402M AUM0.07%$253,31312.9KQ4 2025OLDER
Impax Asset Management Group plc$14.3B AUM0.07%$10M650.0KQ1 2026OLDER
PERISCOPE CAPITAL INC.$902M AUM0.07%$602,40040.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.07%$15M978.2KQ1 2026OLDER
Bell & Brown Wealth Advisors, LLC$311M AUM0.06%$197,29913.4KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.06%$853,47056.7KQ1 2026OLDER
Gould Capital, LLC$165M AUM0.06%$105,7267.0KQ1 2026OLDER
Cypress Capital, LLC$351M AUM0.06%$220,73814.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$683,08945.4KQ1 2026OLDER
CV Advisors LLC$366M AUM0.06%$218,84914.9KQ3 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.06%$1M76.5KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.06%$3M198.4KQ1 2026OLDER
Sloy Dahl & Holst, LLC$728M AUM0.06%$422,92128.1KQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM0.06%$855,05035.0KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.06%$156,40010.4KQ1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.06%$291,60919.4KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.06%$118,728155.2KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.05%$55M3.66MQ1 2026OLDER
Saba Capital Management, L.P.$3.6B AUM0.05%$2M130.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$316,00021.5KQ3 2025OLDER
Clarius Group, LLC$1.8B AUM0.05%$936,79747.5KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.05%$14M699.4KQ4 2025OLDER
Metis Global Partners, LLC$4.1B AUM0.05%$2M144.2KQ1 2026OLDER
Clarity Wealth Advisors, LLC$486M AUM0.05%$252,37316.8KQ1 2026OLDER
Sharper & Granite LLC$293M AUM0.05%$150,50010.0KQ1 2026OLDER
Skaana Management L.P.$296M AUM0.05%$150,50010.0KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.05%$7M335.7KQ4 2025OLDER
Lagoda Investment Management, L.P.$162M AUM0.05%$86,7244.4KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.05%$445M29.60MQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.05%$93,8056.4KQ1 2026OLDER
USS Investment Management Ltd$25.6B AUM0.05%$13M841.9KQ1 2026OLDER
Seneschal Advisors, LLC$135M AUM0.05%$66,5214.4KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.05%$732,75937.2KQ2 2026
Caitlin John, LLC$167M AUM0.05%$79,5405.3KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.05%$459,02530.5KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.05%$492,75025.0KQ4 2025OLDER
111 Capital$406M AUM0.05%$243,83516.6KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.05%$4M257.7KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.05%$644,65242.8KQ1 2026OLDER
PKO Investment Management Joint-Stock Co$1.2B AUM0.05%$541,80036.0KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.05%$2M104.4KQ1 2026OLDER
First Pacific Financial$777M AUM0.04%$349,13023.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.04%$295M19.62MQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.04%$274,08713.9KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M340.7KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.04%$41M2.70MQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.04%$17M1.11MQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.04%$25M1.69MQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.04%$197M13.11MQ1 2026OLDER
ORG Partners LLC$568M AUM0.04%$231,78911.8KQ4 2025OLDER
Shay Capital LLC$1.2B AUM0.04%$394,20020.0KQ4 2025OLDER
ING GROEP NV$16.4B AUM0.04%$8M510.9KQ3 2025OLDER
TRUEFG, LLC$377M AUM0.04%$150,50010.0KQ1 2026OLDER
ELEMENT POINTE ADVISORS, LLC$530M AUM0.04%$205,93010.4KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.04%$21M1.41MQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.04%$392.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.04%$299M19.84MQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.04%$1M92.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.04%$16M1.07MQ1 2026OLDER
Capital International Investors$426.5B AUM0.04%$154M10.21MQ1 2026OLDER
Ethos Financial Group, LLC$1.4B AUM0.04%$492,75025.0KQ1 2026OLDER
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.04%$2M144.1KQ1 2026OLDER
Osbon Capital Management LLC$123M AUM0.04%$43,8082.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.04%$220M14.64MQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.04%$510,76134.8KQ3 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.03%$1M74.8KQ4 2025OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.03%$1M69.0KQ1 2026OLDER
MBL Wealth, LLC$1.3B AUM0.03%$410,95420.9KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$46M3.06MQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.03%$9M565.3KQ1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.03%$60,2614.1KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$69M4.73MQ1 2026OLDER
U S GLOBAL INVESTORS INC$858M AUM0.03%$278,92019.0KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.03%$43M2.84MQ3 2025OLDER
Regal Investment Advisors LLC$1.7B AUM0.03%$538,65135.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.03%$5M301.3KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.03%$397,93726.4KQ1 2026OLDER
North Ridge Wealth Advisors, Inc.$178M AUM0.03%$54,8433.6KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.03%$233,27515.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M247.8KQ1 2026OLDER
OSSIAM$5.7B AUM0.03%$2M112.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$5M345.9KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$543M36.09MQ1 2026OLDER
Fairman Group, LLC$117M AUM0.03%$33,5312.2KQ1 2026OLDER
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.3B AUM0.03%$5M348.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.03%$52,8863.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M189.2KQ1 2026OLDER
AIRE ADVISORS, LLC$547M AUM0.03%$152,75810.2KQ1 2026OLDER
Amundi$367.1B AUM0.03%$102M6.81MQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.03%$851,77056.6KQ1 2026OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.03%$367,09918.6KQ4 2025OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.03%$193,87412.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M100.4KQ1 2026OLDER
HCR Wealth Advisors$964M AUM0.03%$252,59916.8KQ1 2026OLDER
LBP AM SA$7.3B AUM0.03%$2M127.0KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.03%$35,0672.3KQ1 2026OLDER
CNB Bank$238M AUM0.03%$60,2004.0KQ1 2026OLDER
Watts Gwilliam & Co., LLC$620M AUM0.03%$156,97310.7KQ3 2025OLDER
Hodges Capital Management Inc.$1.2B AUM0.02%$301,00020.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$14M955.4KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$5M348.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$1M63.4KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.02%$6M389.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.02%$47M3.10MQ1 2026OLDER
PFS Partners, LLC$218M AUM0.02%$52,4053.5KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.02%$346,25023.0KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.02%$690,56455.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.6B81.41MQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$112M7.44MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$22M1.48MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$48M891.6KQ1 2026OLDER
Abacus Planning Group, Inc.$743M AUM0.02%$170,98311.4KQ1 2026OLDER
Capital World Investors$732.9B AUM0.02%$165M10.95MQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.02%$4M268.7KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.02%$9M609.0KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.02%$3M175.8KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.02%$503,85933.5KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.02%$29,5651.5KQ4 2025OLDER
Tidemark, LLC$393M AUM0.02%$84,1755.6KQ1 2026OLDER
FISHMAN JAY A LTD/MI$1.1B AUM0.02%$239,29515.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$330M22.78MQ1 2026OLDER
ASR Vermogensbeheer N.V.$8.5B AUM0.02%$2M119.7KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.02%$663,44939.8KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$9M603.3KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.02%$8M383.3KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.02%$2M109.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.02%$3M207.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.02%$35M2.33MQ1 2026OLDER
OARSMAN CAPITAL, INC.$806M AUM0.02%$161,69710.7KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.02%$2M85.8KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.02%$2M131.0KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.02%$264,41217.6KQ1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.02%$42,1702.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.02%$83M5.52MQ1 2026OLDER
Claro Advisors Inc.$830M AUM0.02%$165,53511.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$78M5.17MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$11M703.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.02%$2M140.3KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M128.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.02%$19M1.24MQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.02%$1M77.0KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.02%$522,00034.6KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.02%$221,56614.7KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$777,12251.6KQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.02%$283,79214.6KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M215.8KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.02%$11M746.4KQ1 2026OLDER
GAM Holding AG$1.6B AUM0.02%$304,47820.7KQ3 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.02%$1M62.7KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$163M10.83MQ1 2026OLDER
Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM0.02%$4M236.8KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.02%$290,92516.8KQ2 2026
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$4M245.8KQ1 2026OLDER
Falcon Wealth Planning$1.5B AUM0.02%$265,71117.7KQ1 2026OLDER
Circle Wealth Management, LLC$7.0B AUM0.02%$1M83.4KQ1 2026OLDER
APG Asset Management N.V.$31.6B AUM0.02%$6M431.4KQ1 2026OLDER
CHAPMAN FINANCIAL GROUP, LLC$140M AUM0.02%$24,8331.6KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.02%$5M330.1KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.02%$543,73835.9KQ1 2026OLDER
VICUS CAPITAL$1.4B AUM0.02%$237,45915.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.02%$20M1.34MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.02%$6M396.2KQ1 2026OLDER
Korea Investment CORP$48.3B AUM0.02%$8M552.5KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M106.9KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$178,72011.9KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.02%$42,2612.8KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.02%$4M282.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.02%$4M276.8KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$255,51817.6KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.02%$307,55520.4KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.02%$5M361.9KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$25M1.65MQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.02%$151,44810.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.02%$67M4.46MQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.02%$30,1002.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$115M7.66MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$606M40.26MQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.02%$212,74714.1KQ1 2026OLDER
PFG Advisors$2.1B AUM0.02%$309,60515.7KQ4 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.02%$6M376.2KQ1 2026OLDER
Swedbank AB$95.1B AUM0.01%$14M943.1KQ1 2026OLDER
OSTRUM ASSET MANAGEMENT$1.8B AUM0.01%$258,43917.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$924,29661.4KQ1 2026OLDER
TruNorth Capital Management, LLC$522M AUM0.01%$73,0335.0KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$469,88031.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$241M12.22MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$230M15.31MQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M414.1KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$3M149.7KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$812M53.97MQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$232,67815.8KQ3 2025OLDER
Clark Wealth Partners$149M AUM0.01%$20,8601.4KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.01%$15,0501.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$74,4985.0KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$321,61921.4KQ1 2026OLDER
SteelPeak Wealth, LLC$3.3B AUM0.01%$444,78829.6KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.01%$241,43016.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$779,87251.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$1M79.7KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M90.1KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$1M96.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$784,78252.1KQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.01%$493,64032.8KQ1 2026OLDER
Pacifica Partners Inc.$301M AUM0.01%$29,1151.5KQ4 2025OLDER
HAP TRADING, LLC$1.4B AUM0.01%$183,018323.0KQ3 2025OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$537,78836.6KQ3 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$344,65322.9KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.01%$193,92312.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$83M5.52MQ1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.01%$26,1271.7KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M179.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$2M116.0KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.01%$126,0657.3KQ2 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$15M967.6KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M73.1KQ4 2025OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.01%$404,60426.9KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.01%$173,52711.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$9M582.2KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$190,92412.7KQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.01%$35,0672.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$386,43925.7KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$10M689.8KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.01%$3M151.1KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$586,40839.0KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$667,95141.6KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$7M472.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.01%$53,0363.5KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$288,75719.7KQ3 2025OLDER
Traynor Capital Management, Inc.$1.7B AUM0.01%$200,74013.9KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$2M159.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M90.5KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$525,30534.9KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.01%$33,6222.2KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M232.8KQ1 2026OLDER
Soltis Investment Advisors LLC$1.6B AUM0.01%$179,06711.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$42M2.77MQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$620,13241.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$2M104.4KQ1 2026OLDER
Bear Mountain Capital, Inc.$333M AUM0.01%$36,8962.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$830,76055.2KQ1 2026OLDER
Investment Management Corp of Ontario$7.8B AUM0.01%$855,42756.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$6M402.3KQ1 2026OLDER
Lombard Odier Asset Management (Switzerland) SA$2.6B AUM0.01%$289,08019.2KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.01%$3M170.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$451,50030.0KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.01%$612,07531.1KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.01%$310M20.60MQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.01%$152,12910.4KQ3 2025OLDER
Wealthfront Advisers LLC$45.6B AUM0.01%$5M319.9KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$32,3582.1KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$17M1.10MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$390,81826.0KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$317,31421.1KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.01%$15M984.5KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$709,72847.2KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$688,43245.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.01%$30M1.98MQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$233,30515.5KQ1 2026OLDER
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.01%$2M109.4KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.01%$37,9862.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$4M244.8KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M567.2KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$449,13325.9KQ2 2026
PFG Investments, LLC$2.1B AUM0.01%$203,23513.5KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.01%$163,65410.9KQ1 2026OLDER
Saudi Central Bank$4.7B AUM0.01%$441,25129.3KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$200,13510.2KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$726,88548.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$247,91414.3KQ2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$22M1.46MQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$4M286.4KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.01%$2M102.6KQ1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.01%$26,1351.7KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.01%$3M192.8KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M149.4KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$1M73.0KQ1 2026OLDER
Catherine Avery Investment Management LLC$223M AUM0.01%$9,909745Q4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$143,0509.5KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$358,03023.8KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$21,3411.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$9M622.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$234,22315.6KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.01%$329,65019.0KQ2 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$2M104.1KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$176,64211.7KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$1M73.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$448,85622.8KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$5M355.6KQ1 2026OLDER
McAdam, LLC$2.2B AUM0.01%$173,39111.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$42M2.82MQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$41M2.74MQ2 2026
Sterling Capital Management LLC$5.3B AUM0.01%$403,19026.8KQ1 2026OLDER
Trask Adam Roland$106M AUM0.01%$7,901525Q1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.01%$45,1503.0KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.01%$24,2611.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$18,1231.3KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$20,2581.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$809,96153.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M215.8KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$5M320.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$131M8.69MQ1 2026OLDER
Quarry LP$558M AUM0.01%$43,5792.2KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.01%$5M320.2KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$178,53811.9KQ2 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$19,434986Q4 2025OLDER
Community Financial Services Group, LLC$686M AUM0.01%$46,3522.7KQ2 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.01%$517,64534.4KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$16,1791.1KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.01%$911,00062.0KQ3 2025OLDER
WCG Wealth Advisors LLC$3.6B AUM0.01%$227,89015.1KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$199,39713.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.01%$6M400.5KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$404,08926.9KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$187,07212.4KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$265,44917.6KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$170,02011.3KQ1 2026OLDER
Welch Group, LLC$2.7B AUM0.01%$166,69411.1KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.01%$9,466629Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M108.4KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.01%$472,14931.4KQ1 2026OLDER
OSLO PENSJONSFORSIKRING AS$643M AUM0.01%$39,4912.6KQ1 2026OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.01%$469,57827.1KQ2 2026
Brooklyn Investment Group$3.2B AUM0.01%$196,62813.1KQ1 2026OLDER
Osmosis Investment Management UK Ltd$3.7B AUM0.01%$227,85715.1KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.01%$179,09511.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$40M2.65MQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$480,31631.9KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.01%$3M209.5KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.01%$96,8326.4KQ1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.01%$629,54241.8KQ1 2026OLDER
BIRCHBROOK, INC.$213M AUM0.01%$12,319710Q2 2026
Foster Group, Inc.$3.8B AUM0.01%$214,49812.4KQ2 2026
Ballentine Partners, LLC$7.2B AUM0.01%$405,52226.9KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.01%$12,772648Q4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$4M260.9KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.01%$58,1053.3KQ2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$15M982.8KQ1 2026OLDER
Abound Wealth Management$440M AUM0.01%$24,1161.6KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.01%$349,01023.2KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$248,54216.5KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.01%$10,610705Q1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$511,97134.0KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.01%$16,1491.1KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$203,64410.3KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$3M197.2KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$2M102.0KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$428,39828.5KQ1 2026OLDER
Candriam S.C.A.$20.1B AUM0.01%$1M52.5KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$7,148412Q2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$1M93.1KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$461,59130.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$1M66.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$579,49038.5KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$3M229.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$3M169.2KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$27,8321.6KQ2 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$214,66310.9KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M227.3KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$384,73825.6KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$113,3135.7KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$17,9101.2KQ1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.00%$64,0583.3KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$237,09512.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$299,48019.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$4M192.7KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.00%$7,663522Q3 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$393,65926.8KQ3 2025OLDER
AustralianSuper Pty Ltd$19.2B AUM0.00%$855,78856.9KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$275,43818.3KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$23,3431.6KQ1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$17,3081.1KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$409,05027.2KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$351,49923.4KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$2M110.2KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$241,65116.1KQ2 2026
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$211,15214.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$16M1.08MQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$59M3.92MQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$5,709379.3KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$187,34212.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$13M893.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$636,00342.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$13M638.6KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.00%$448,40222.8KQ2 2026

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