SEC 13F Intelligence

SANASANA BIOTECHNOLOGY INC

CUSIP 799566104 · Yahoo Finance ↗ · Google Finance ↗

Sana Biotechnology Inc (SANA) has 200 institutional holders in Filings Flow’s 13F database, together reporting 163.91M shares worth $471M as of Q1 2026. The largest reported holders are FMR LLC, Flagship Pioneering, LLC, and Vanguard Group Inc.

Institutional Holders
200
Q1 2026
Reported Value
$471M
Ticker
SANA
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 65Q2 ’21Q4 ’21: 90Q4 ’21Q4 ’22: 106Q4 ’22Q4 ’25: 201Q4 ’25Q1 ’26: 200Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $1.5BQ2 ’21Q4 ’21: $1.6BQ4 ’21Q4 ’22: $266MQ4 ’22Q4 ’25: $641MQ4 ’25Q1 ’26: $471MQ1 ’26Q2 ’26: $502,003Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Flagship Pioneering, LLC$1.2B AUM6.20%$72M25.00MQ1 2026OLDER
Omega Fund Management, LLC$163M AUM1.49%$2M843.8KQ1 2026OLDER
GREAT POINT PARTNERS LLC$435M AUM0.92%$3M700.0KQ4 2025OLDER
Integral Health Asset Management, LLC$2.1B AUM0.44%$9M3.20MQ1 2026OLDER
Alphabet Inc.$4.0B AUM0.20%$8M2.81MQ1 2026OLDER
Optimize Financial Inc$203M AUM0.20%$405,230140.7KQ1 2026OLDER
VARCOV Co.$268M AUM0.10%$264,17164.9KQ4 2025OLDER
Clearline Capital LP$1.9B AUM0.09%$2M524.5KQ3 2025OLDER
Marex Group Ltd$15.8B AUM0.07%$12M4.00MQ1 2026OLDER
Ovata Capital Management Ltd$715M AUM0.07%$355,000100.0KQ3 2025OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.05%$2M685.1KQ1 2026OLDER
Modus Advisors, LLC$363M AUM0.04%$158,40055.0KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.04%$152,79053.1KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM0.04%$42,60012.0KQ3 2025OLDER
Palumbo Wealth Management LLC$410M AUM0.04%$168,36258.5KQ1 2026OLDER
Clarius Group, LLC$1.8B AUM0.04%$675,885166.1KQ4 2025OLDER
Trace Wealth Advisors, LLC$133M AUM0.03%$46,08016.0KQ1 2026OLDER
Viewpoint Capital Management LLC$214M AUM0.03%$67,81023.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.03%$67,90416.7KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.02%$163,90456.9KQ1 2026OLDER
Prodigy Asset Management LLC$332M AUM0.02%$69,97520.1KQ2 2026
Headlands Technologies LLC$878M AUM0.02%$178,71862.1KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.02%$19M6.61MQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.02%$29M10.22MQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.02%$118,19433.3KQ3 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$452,511157.1KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.01%$4M1.32MQ1 2026OLDER
BFSG, LLC$1.1B AUM0.01%$146,88051.0KQ1 2026OLDER
Redwood Park Advisors LLC$150M AUM0.01%$20,5647.1KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.01%$136,13547.3KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.01%$123,73630.4KQ4 2025OLDER
Banque Cantonale Vaudoise$2.7B AUM0.01%$261,00090.7KQ1 2026OLDER
HOEY INVESTMENTS, INC$693M AUM0.01%$63,36022.0KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.01%$173,08860.1KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.01%$63,36022.0KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.01%$969,929336.8KQ1 2026OLDER
BIT Capital GmbH$2.1B AUM0.01%$236,06058.0KQ4 2025OLDER
Activest Wealth Management$569M AUM0.01%$46,94416.3KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.01%$74,42018.3KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$482,409167.5KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.01%$89,84522.1KQ4 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M1.45MQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M309.4KQ4 2025OLDER
FMR LLC$1.90T AUM0.01%$108M37.43MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$317,693110.3KQ1 2026OLDER
BAKER BROS. ADVISORS LP$17.4B AUM0.01%$894,191310.5KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.00%$30,66610.6KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.00%$42,10614.6KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.00%$40,13511.5KQ2 2026
Pallas Capital Advisors LLC$2.7B AUM0.00%$113,02639.2KQ1 2026OLDER
Foguth Wealth Management, LLC.$857M AUM0.00%$35,74210.8KQ2 2026
Jump Financial, LLC$7.5B AUM0.00%$312,408108.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$1M353.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M1.03MQ1 2026OLDER
E Fund Management Co., Ltd.$3.4B AUM0.00%$128,00444.4KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$861,063242.6KQ3 2025OLDER
Essential Partners LLC$250M AUM0.00%$9,0093.3KQ1 2026OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.00%$275,89295.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$126,89644.1KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$259,69290.2KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$5,7602.0KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.00%$39,93811.3KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M1.20MQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M642.1KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$28,80010.0KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$540,654187.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$158,22444.6KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$71,00020.0KQ3 2025OLDER
SCS Capital Management LLC$9.4B AUM0.00%$234,00081.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.00%$47,98916.7KQ1 2026OLDER
LYELL WEALTH MANAGEMENT, LP$1.4B AUM0.00%$30,24010.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$7,1722.5KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.00%$109,97038.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$26,0359.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M1.59MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M664.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$314,81577.3KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$63,68822.1KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.00%$28,80010.0KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$43,20015.0KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$129,60345.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M1.12MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$177,57861.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$152,09352.8KQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.00%$44,06415.3KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$235,77066.4KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$120,71241.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$38,62413.4KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$14,4005.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$127,42644.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$9M3.18MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$30M10.54MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$273,63477.1KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$227,27555.8KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$191,66766.6KQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$2,035500Q4 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$214,68660.5KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$215,50274.8KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.00%$93,77726.4KQ3 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$136,96447.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.00%$35,20512.2KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M1.06MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$12M4.18MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$41M14.24MQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$383,567133.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$69,74019.6KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$170,41259.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$285,86399.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$243,20284.4KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$9,1503.0KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$6,1861.5KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$8M2.95MQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$322,321111.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$43M10.46MQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$62,30021.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$4M1.37MQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$2,8801.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M1.36MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$986,688342.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M591.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M1.48MQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$1,063369Q1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$75,04726.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$408,298143.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$522,991181.6KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$114,40632.2KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$21M7.43MQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$237,29282.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$471,050163.6KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$35,66312.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$136,57047.4KQ2 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$572,232198.7KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$40,33214.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$104,25636.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$198,51562.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$341,208118.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$777191Q4 2025OLDER
EFG International AG$4.7B AUM0.00%$20,3505.0KQ4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,808975Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M769.8KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$32,63011.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$15,5525.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$288,236100.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$108,06637.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$5M1.29MQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$43,43015.1KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$9,7483.4KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$17,1596.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$14,7145.1KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$14,4355.0KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$50,48814.2KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,469510Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$64,77722.5KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$328,04280.6KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$5M1.71MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$941,680327.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$39,83111.2KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$292,804101.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M569.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$760,866186.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M442.6KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$78,99327.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M685.9KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$44,48510.9KQ4 2025OLDER
Pineridge Advisors LLC$350M AUM0.00%$710200Q3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$229,06779.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$36,96812.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$838,852291.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$5,2381.3KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$6,1292.1KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$43,58612.3KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$115,72740.2KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$864300Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$111,19438.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$10,1003.5KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$104,41736.3KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$76,83326.7KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$125,83943.7KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$667,313231.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M785.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$4,2631.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$177,79961.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$29,09110.1KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$205,03172.2KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$147,97241.8KQ3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$9,3173.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$68,46123.8KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$28,80010.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$92,54032.1KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$429149Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$173,73660.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$54,81519.0KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$30,50010.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$72,76325.3KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$49,70014.0KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$20,9615.2KQ4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$364,081126.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$75,40126.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$164,50057.1KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$167,29358.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$45,62815.8KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$173,92660.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$4,0701.0KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,5952.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$78,60919.3KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$39,64313.8KQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$355100Q3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$598207.5KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$111,36938.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$44,67011.0KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$47,99111.8KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$441,835153.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$36,41512.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,426532Q1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$50,88417.7KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$893310Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$217,96575.7KQ2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$536186Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$166,77857.9KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$3,0141.0KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$54,78319.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$31,86911.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$104,85236.4KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$41,26214.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$639222Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$90,95031.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$34,68412.0KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$3,6571.0KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$288100Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$57,05919.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$3,5201.2KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$24,4036.0KQ4 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$40,01513.9KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$25,3959.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$1,993692Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$2,8801.0KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$8,5313.0KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$3767Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$35,00012.3KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$341100Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6322Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,999694Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,616561Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$164Q4 2025OLDER

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