SEC 13F Intelligence

SASEABRIDGE GOLD INC

CUSIP 811916105 · Yahoo Finance ↗ · Google Finance ↗

Seabridge Gold Inc (SA) has 195 institutional holders in Filings Flow’s 13F database, together reporting 44.22M shares worth $1.3B as of Q1 2026. The largest reported holders are Kopernik Global Investors, LLC, Van Eck Associates Corp, and Tidal Investments LLC.

Institutional Holders
195
Q1 2026
Reported Value
$1.3B
Ticker
SA
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 77Q2 ’19Q3 ’19: 86Q4 ’19: 100Q1 ’20: 79Q2 ’20: 85Q2 ’20Q3 ’20: 98Q4 ’20: 103Q1 ’21: 97Q2 ’21: 102Q2 ’21Q3 ’21: 100Q4 ’21: 103Q1 ’22: 119Q2 ’22: 119Q2 ’22Q3 ’22: 107Q4 ’22: 114Q1 ’23: 112Q2 ’23: 121Q2 ’23Q3 ’23: 119Q4 ’23: 123Q1 ’24: 140Q2 ’24: 142Q2 ’24Q3 ’24: 149Q4 ’24: 163Q1 ’25: 154Q2 ’25: 173Q2 ’25Q3 ’25: 156Q4 ’25: 194Q1 ’26: 195filingsflow.com
Total reported value
Q2 ’19: $160MQ2 ’19Q3 ’19: $157MQ4 ’19: $156MQ1 ’20: $106MQ2 ’20: $269MQ2 ’20Q3 ’20: $296MQ4 ’20: $401MQ1 ’21: $301MQ2 ’21: $347MQ2 ’21Q3 ’21: $303MQ4 ’21: $352MQ1 ’22: $369MQ2 ’22: $236MQ2 ’22Q3 ’22: $234MQ4 ’22: $309MQ1 ’23: $320MQ2 ’23: $300MQ2 ’23Q3 ’23: $260MQ4 ’23: $320MQ1 ’24: $423MQ2 ’24: $384MQ2 ’24Q3 ’24: $494MQ4 ’24: $326MQ1 ’25: $368MQ2 ’25: $561MQ2 ’25Q3 ’25: $1.0BQ4 ’25: $1.3BQ1 ’26: $1.3Bfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Kopernik Global Investors, LLC$1.4B AUM14.51%$208M7.33MQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.14%$185M6.54MQ1 2026
Tidal Investments LLC$47.4B AUM0.25%$117M4.12MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$73M2.58MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$70M2.37MQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$64M2.25MQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.10%$63M2.21MQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$55M1.96MQ1 2026
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM1.37%$47M1.66MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$47M1.65MQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$38M1.36MQ1 2026
PAULSON & CO. INC.$3.1B AUM1.49%$30M2.07MQ2 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.04%$30M1.04MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$24M837.9KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$22M784.0KQ1 2026
VAN DEN BERG MANAGEMENT I, INC$436M AUM4.28%$19M658.0KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$16M555.3KQ1 2026
Amundi$367.1B AUM0.00%$15M526.9KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$14M493.9KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.06%$13M445.8KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$13M443.3KQ1 2026
Crawford Fund Management, LLC$520M AUM2.37%$12M434.7KQ1 2026
FMR LLC$1.90T AUM0.00%$12M433.9KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$12M414.0KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.01%$11M481.2KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$11M393.0KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M356.0KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.02%$10M351.3KQ1 2026
Knoll Capital Management, LLC$180M AUM4.99%$9M317.0KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M313.6KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$9M309.2KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M290.7KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$8M281.4KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.01%$8M275.6KQ1 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.39%$8M265.8KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$7M240.0KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$7M238.2KQ1 2026
UBS Group AG$666.3B AUM0.00%$6M209.0KQ1 2026
Bleakley Financial Group, LLC$6.4B AUM0.08%$5M189.6KQ1 2026
MEDICI CAPITAL LLC$81M AUM3.85%$5M221.4KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$5M184.2KQ1 2026
HATCH COVE CAPITAL, LLC$262M AUM2.02%$5M127.3KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$5M177.1KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M171.5KQ1 2026
Swiss National Bank$173.8B AUM0.00%$5M166.2KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5M163.0KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$4M146.4KQ1 2026
Walleye Trading LLC$60.0B AUM0.01%$4M145.6KQ1 2026
Summit Financial, LLC$7.8B AUM0.05%$4M145.1KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.01%$4M139.0KQ1 2026
SIG North Trading, ULC$5.0B AUM0.08%$4M134.5KQ1 2026
FNY Investment Advisers, LLC$278M AUM1.64%$4M132.6KQ1 2026
Strait & Sound Wealth Management LLC$269M AUM1.35%$4M128.0KQ1 2026
ELEVATUS WELATH MANAGEMENT$191M AUM0.86%$3M105.9KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3M109.5KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.01%$3M104.0KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$3M99.7KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M98.1KQ1 2026
Penbrook Management LLC$132M AUM2.06%$3M96.0KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M91.6KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$3M91.2KQ1 2026
Jump Financial, LLC$7.5B AUM0.03%$3M88.7KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M87.1KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$2M81.6KQ1 2026
CIBC Asset Management Inc$40.9B AUM0.01%$2M81.3KQ1 2026
Everstar Asset Management, LLC$188M AUM1.14%$2M75.7KQ1 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0B AUM0.01%$2M73.2KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M72.3KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.01%$2M70.1KQ1 2026
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.18%$2M61.8KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M61.1KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M59.3KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M59.7KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$2M59.5KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$2M58.3KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.03%$1M52.6KQ1 2026
XTX Topco Ltd$5.8B AUM0.03%$1M51.5KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M51.3KQ1 2026
ARMOR ADVISORS, L.L.C.$298M AUM0.49%$1M51.1KQ1 2026
Trexquant Investment LP$13.9B AUM0.01%$1M59.1KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.06%$1M49.8KQ1 2026
SPROTT INC.$3.4B AUM0.04%$1M49.4KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$1M48.0KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$1M45.1KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M46.5KQ1 2026
TMB Capital Partners, LLC$297M AUM0.44%$1M46.2KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M44.1KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M44.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M46.0KQ1 2026
Catalyst Funds Management Pty Ltd$591M AUM0.32%$1M79.7KQ2 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M40.6KQ1 2026
U S GLOBAL INVESTORS INC$858M AUM0.13%$1M40.0KQ1 2026
Diametric Capital, LP$385M AUM0.30%$1M37.9KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.03%$1M39.6KQ1 2026
PKO Investment Management Joint-Stock Co$1.2B AUM0.09%$1M38.4KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M37.7KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M37.3KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$988,47132.8KQ1 2026
PEAK6 LLC$42.6B AUM0.00%$979,20434.6KQ1 2026
MACQUARIE GROUP LTD$16.8B AUM0.00%$928,01763.9KQ2 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.00%$895,20431.6KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.01%$892,16830.2KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$877,37831.0KQ1 2026
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.01%$869,94629.4KQ4 2025OLDER
Rossby Financial, LCC$489M AUM0.17%$831,73527.4KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$820,00028.9KQ1 2026
CWM, LLC$38.1B AUM0.00%$809,39028.6KQ1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.08%$804,63133.3KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$746,97451.4KQ2 2025OLDER
Privium Fund Management B.V.$480M AUM0.15%$703,62624.8KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$702,91724.8KQ1 2026
PDT Partners, LLC$1.7B AUM0.04%$675,59723.8KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$669,00023.6KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$652,01823.0KQ1 2026
Alberta Investment Management Corp$16.7B AUM0.00%$650,87522.9KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$641,75822.7KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$616,21220.8KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$609,25223.7KQ1 2026
LMR Partners LLP$45.4B AUM0.00%$580,80040.0KQ2 2025OLDER
De Lisle Partners LLP$836M AUM0.08%$580,40040.0KQ2 2025OLDER
Numerai GP LLC$997M AUM0.06%$573,12020.2KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$543,18819.2KQ1 2026
Eschler Asset Management LLP$100M AUM0.36%$532,62018.0KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$522,22118.4KQ1 2026
Virtu Financial LLC$2.4B AUM0.02%$516,00018.2KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$513,07917.8KQ1 2026
J. Goldman & Co LP$3.4B AUM0.01%$510,12018.0KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$507,87118.0KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$489,68617.3KQ1 2026
Jain Global LLC$24.2B AUM0.00%$480,24016.2KQ4 2025OLDER
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM0.13%$456,13216.1KQ1 2026
SummitTX Capital, L.P.$3.2B AUM0.02%$444,31230.6KQ2 2025OLDER
Uniting Wealth Partners, LLC$470M AUM0.09%$440,12015.5KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.01%$437,42815.4KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$423,43614.3KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$421,62814.2KQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$417,73214.7KQ1 2026
Nebula Research & Development LLC$0 AUM0.03%$401,58027.7KQ2 2025OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.17%$378,79713.4KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$367,71013.0KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$354,27324.4KQ2 2025OLDER
Investment Management Corp of Ontario$7.8B AUM0.00%$345,12512.2KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$331,40811.2KQ1 2026
One Capital Management, LLC$3.6B AUM0.01%$311,17311.0KQ1 2026
Astoria Portfolio Advisors LLC.$470M AUM0.07%$309,84010.3KQ1 2026
Axiom Investment Management LLC$131M AUM0.23%$308,90610.9KQ1 2026
AVALON CAPITAL MANAGEMENT$354M AUM0.07%$304,77710.3KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$299,01510.6KQ1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$290,00020.0KQ2 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$283,80615.7KQ2 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$283,40010.0KQ1 2026
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$281,1059.5KQ4 2025OLDER
Callahan Advisors, LLC$1.2B AUM0.02%$275,9189.7KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$275,8979.3KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$274,3609.7KQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$272,0009.7KQ1 2026
Mariner, LLC$85.7B AUM0.00%$271,1749.6KQ1 2026
Krilogy Financial LLC$3.1B AUM0.01%$270,9258.6KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$264,6149.3KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.01%$262,3439.3KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$261,0409.2KQ1 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.00%$255,0609.0KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.03%$242,00016.7KQ2 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$232,3888.2KQ1 2026
Marshall Financial Group, LLC$625M AUM0.04%$228,3648.1KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$222,6947.5KQ4 2025OLDER
Cadence Bank$1.7B AUM0.01%$214,4097.2KQ4 2025OLDER
Oxbow Advisors, LLC$1.2B AUM0.02%$210,7087.4KQ1 2026
Fermata Advisors, LLC$495M AUM0.05%$207,5447.0KQ4 2025OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.00%$207,1307.0KQ4 2025OLDER
Waterloo Capital, L.P.$1.4B AUM0.01%$207,1307.0KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$206,9107.3KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$205,3517.2KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$204,0207.2KQ1 2026
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$201,7817.1KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.04%$198,47613.7KQ2 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$186,17512.8KQ2 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$166,5335.6KQ4 2025OLDER
DV Trading LLC$4M AUM0.00%$157,6565.3KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.00%$154,1425.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$153,1805.2KQ4 2025OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM0.07%$152,09710.5KQ2 2025OLDER
FIL Ltd$128.7B AUM0.00%$148,7855.3KQ1 2026
Root Financial Partners, LLC$2.2B AUM0.01%$141,7005.0KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$127,5874.5KQ1 2026
Caption Management, LLC$17.1B AUM0.00%$119,0284.2KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.01%$113,3604.0KQ1 2026
Leonteq Securities AG$2.7B AUM0.00%$113,3204.0KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$103,0163.6KQ1 2026
Arax Advisory Partners$3.5B AUM0.00%$99,1903.5KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$96,9303.2KQ1 2026
CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM0.00%$96,3563.4KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$89,4983.2KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$86,4943.1KQ1 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$85,0203.0KQ1 2026
Physician Wealth Advisors, Inc.$719M AUM0.01%$85,0203.0KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.00%$73,0895.0KQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$68,6642.4KQ1 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$66,9112.4KQ1 2026
Titiun Yejiel$99M AUM0.07%$66,4012.3KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$58,2922.0KQ4 2025OLDER
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$52,0001.8KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$50,4811.7KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$47,0161.7KQ1 2026
Blue Trust, Inc.$8.7B AUM0.00%$46,8741.7KQ1 2026
Evelyn Partners Asset Management Ltd$406M AUM0.01%$42,5181.5KQ1 2026
Banque Cantonale Vaudoise$2.7B AUM0.00%$39,0001.3KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.03%$33,5831.2KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$33,4981.2KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$32,9321.2KQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.00%$29,0001.2KQ3 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.01%$28,3401.0KQ1 2026
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.00%$27,5881.9KQ2 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$25,6701.0KQ1 2026
PERRITT CAPITAL MANAGEMENT INC$60M AUM0.01%$24,1501.0KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$19,320800Q3 2025OLDER
ORG Partners LLC$568M AUM0.00%$17,754600Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$17,237665Q1 2026
Ascentis Independent Advisors$1.3B AUM0.00%$17,004600Q1 2026
Caitlin John, LLC$167M AUM0.01%$17,004600Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$16,794600Q1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.01%$16,210572Q1 2026
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$14,851524Q1 2026
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$14,490600Q3 2025OLDER
Creekmur Asset Management LLC$1M AUM0.00%$14,466599Q3 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$13,178465Q1 2026
LRI Investments, LLC$1.1B AUM0.00%$12,526442Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$12,073426Q1 2026
Allworth Financial LP$24.7B AUM0.00%$11,705413Q1 2026
Hurley Capital, LLC$187M AUM0.01%$11,393402Q1 2026
Luminist Capital LLC$75M AUM0.01%$10,297700Q2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$9,523336Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$9,494335Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$8,712600Q2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$8,644305Q1 2026
Stone House Investment Management, LLC$558M AUM0.00%$8,332294Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$7,907279Q1 2026
HHM Wealth Advisors, LLC$996M AUM0.00%$7,794275Q1 2026
Parvin Asset Management, LLC$139M AUM0.01%$7,538266Q1 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.01%$7,538266Q1 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$7,457252Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$7,397250Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$7,368260Q1 2026
OPTIMA CAPITAL LLC$215M AUM0.00%$5,918200Q4 2025OLDER
Hilltop National Bank$468M AUM0.00%$5,300187Q1 2026
Quintet Private Bank (Europe) S.A.$1.5B AUM0.00%$4,347300Q2 2025OLDER
City State Bank$385M AUM0.00%$3,630250Q2 2025OLDER
Brooklyn Investment Group$3.2B AUM0.00%$3,267225Q2 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,117110Q1 2026
New England Capital Financial Advisors LLC$365M AUM0.00%$2,988101Q4 2025OLDER
Key Capital Management, INC$151M AUM0.00%$2,834100Q1 2026
Aventura Private Wealth, LLC$273M AUM0.00%$2,66494Q1 2026
GODSEY & GIBB, INC$1.1B AUM0.00%$2,324160Q2 2025OLDER
SWAN Capital LLC$272M AUM0.00%$2,26780Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$2,134147Q2 2025OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$2,12675Q1 2026
Pacifica Partners Inc.$301M AUM0.00%$1,900135Q2 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,89967Q1 2026
MCF Advisors LLC$2.3B AUM0.00%$1,84365Q1 2026
DecisionPoint Financial, LLC$464M AUM0.00%$1,72961Q1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,70160Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$1,452100Q2 2025OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,41750Q1 2026
Aviso Financial Inc.$2.8B AUM0.00%$1,41650Q1 2026
Credential Qtrade Securities Inc.$1.9B AUM0.00%$75650Q2 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$65345Q2 2025OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$53737Q2 2025OLDER
Strategic Advocates LLC$23M AUM0.00%$301Q4 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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