SEC 13F Intelligence

SCISERVICE CORP INTL

CUSIP 817565104 · Yahoo Finance ↗ · Google Finance ↗

Service Corp Intl (SCI) has 556 institutional holders in Filings Flow’s 13F database, together reporting 126.75M shares worth $9.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Baillie Gifford & Co.

Institutional Holders
556
Q1 2026
Reported Value
$9.5B
Ticker
SCI
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 345Q4 ’18Q1 ’19: 350Q2 ’19: 332Q2 ’19Q3 ’19: 334Q2 ’21: 394Q2 ’21Q4 ’21: 469Q4 ’22: 480Q4 ’22Q4 ’25: 543Q1 ’26: 556Q1 ’26Q2 ’26: 31filingsflow.com
Total reported value
Q4 ’18: $431.7BQ4 ’18Q1 ’19: $396.2BQ2 ’19: $305.2BQ2 ’19Q3 ’19: $287.2BQ2 ’21: $410.3BQ2 ’21Q4 ’21: $40.2BQ4 ’22: $4.2BQ4 ’22Q4 ’25: $8.7BQ1 ’26: $9.5BQ1 ’26Q2 ’26: $94Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Catawba River Capital$208M AUM4.48%$9M112.4KQ1 2026OLDER
DUDLEY & SHANLEY, INC.$662M AUM4.22%$28M367.8KQ2 2026
Coho Partners, Ltd.$779M AUM3.61%$28M338.4KQ3 2025OLDER
Turtle Creek Asset Management Inc.$2.7B AUM3.59%$96M1.16MQ1 2026OLDER
Castlefield Investment Partners LLP$131M AUM3.39%$4M53.7KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM2.58%$504M6.11MQ1 2026OLDER
LRT Capital Management, LLC$107M AUM2.01%$2M26.1KQ1 2026OLDER
Global Alpha Capital Management Ltd.$1.7B AUM1.73%$29M347.6KQ1 2026OLDER
Bell Asset Management Ltd$340M AUM1.23%$4M50.8KQ1 2026OLDER
Nordwand Advisors, LLC$572M AUM1.08%$6M75.1KQ1 2026OLDER
2Xideas AG$255M AUM1.03%$3M31.9KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM0.89%$4M49.8KQ1 2026OLDER
Mirabaud Asset Management Ltd$121M AUM0.82%$993,81012.2KQ1 2026OLDER
8 KNOTS MANAGEMENT, LLC$868M AUM0.79%$7M84.1KQ3 2025OLDER
COMGEST GLOBAL INVESTORS S.A.S.$4.6B AUM0.75%$34M414.6KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.73%$710M8.61MQ1 2026OLDER
JLB & ASSOCIATES INC$696M AUM0.63%$4M53.0KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.62%$34M409.8KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.62%$9M112.2KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM0.60%$7M88.0KQ2 2026
Round Hill Asset Management$153M AUM0.55%$833,76410.1KQ1 2026OLDER
BDF-GESTION$747M AUM0.53%$4M30.0KQ2 2026
EntryPoint Capital, LLC$341M AUM0.45%$1M14.8KQ4 2025OLDER
Pettee Investors, Inc.$194M AUM0.42%$810,30010.0KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.41%$50M602.8KQ1 2026OLDER
Southeast Asset Advisors, LLC$913M AUM0.38%$3M42.1KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.38%$547,4396.63MQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.37%$409,2495.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.37%$5M66.5KQ4 2025OLDER
Stanley-Laman Group, Ltd.$814M AUM0.37%$3M36.3KQ1 2026OLDER
Swedbank AB$95.1B AUM0.36%$344M4.17MQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.36%$49M597.0KQ1 2026OLDER
LETSON INVESTMENT MANAGEMENT, INC.$260M AUM0.35%$907,36211.0KQ1 2026OLDER
Consolidated Investment Group LLC$922M AUM0.35%$3M38.6KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.34%$29M355.0KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.34%$17M210.1KQ1 2026OLDER
IAMS WEALTH MANAGEMENT, LLC$332M AUM0.34%$1M14.9KQ2 2026
B&I Capital AG$294M AUM0.32%$922,07811.1KQ3 2025OLDER
Corient IA LLC$106M AUM0.31%$333,3404.0KQ1 2026OLDER
HARRELL INVESTMENT PARTNERS, LLC$461M AUM0.30%$1M18.3KQ2 2026
FIRST MANHATTAN CO. LLC.$36.1B AUM0.27%$96M1.16MQ1 2026OLDER
Argent Trust Co$2.9B AUM0.26%$8M94.2KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.26%$3M33.0KQ1 2026OLDER
Monument Capital Management$399M AUM0.26%$1M12.5KQ1 2026OLDER
CLOUGH CAPITAL PARTNERS L P$1.0B AUM0.25%$3M31.7KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.25%$1M12.3KQ1 2026OLDER
Aurdan Capital Management, LLC$333M AUM0.25%$823,78010.0KQ1 2026OLDER
Westerkirk Capital Inc.$929M AUM0.24%$2M27.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.24%$862,27011.1KQ4 2025OLDER
IMS Capital Management$217M AUM0.23%$503,1116.0KQ3 2025OLDER
S Harris Financial Group, LLC$110M AUM0.23%$250,0023.0KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.22%$5M57.7KQ1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.22%$569,7326.9KQ1 2026OLDER
Tranquility Partners, LLC$265M AUM0.21%$567,0096.9KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.21%$306,9153.7KQ3 2025OLDER
Perpetual Ltd$7.0B AUM0.21%$15M192.8KQ2 2026
Erste Asset Management GmbH$10.8B AUM0.21%$22M274.3KQ1 2026OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.21%$3M40.2KQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.20%$14M166.4KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.19%$793,5859.5KQ3 2025OLDER
MQS Management LLC$148M AUM0.19%$320,1454.1KQ4 2025OLDER
46 Peaks LLC$137M AUM0.18%$239,7583.1KQ4 2025OLDER
BUCKHEAD CAPITAL MANAGEMENT LLC$265M AUM0.18%$464,9445.6KQ1 2026OLDER
PensionDanmark Pensionsforsikringsaktieselskab$11.0B AUM0.17%$19M245.3KQ2 2026
Lee Financial Co$709M AUM0.17%$1M14.6KQ1 2026OLDER
Maia Wealth LLC$591M AUM0.17%$979,64111.9KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.16%$1M14.9KQ4 2025OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM0.15%$211,2962.5KQ3 2025OLDER
InTrack Investment Management Inc$175M AUM0.14%$247,5303.0KQ1 2026OLDER
FIL Ltd$128.7B AUM0.13%$173M2.09MQ1 2026OLDER
Atom Investors LP$1.4B AUM0.13%$2M21.2KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.13%$122M1.47MQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.12%$132M1.62MQ1 2026OLDER
Point Windward Advisors Inc.$200M AUM0.12%$246,0043.0KQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.12%$208,1732.5KQ1 2026OLDER
Knollwood Investment Advisory, LLC$992M AUM0.12%$1M15.7KQ3 2025OLDER
Brookmont Capital Management$179M AUM0.12%$207,0192.5KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.11%$143M1.73MQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.11%$314,9994.0KQ4 2025OLDER
Barnes Wealth Management Group, Inc$197M AUM0.11%$209,2452.5KQ1 2026OLDER
PATRON PARTNERS, LLC$226M AUM0.11%$239,2792.9KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.10%$286,8523.7KQ4 2025OLDER
THOMAS STORY & SON LLC$261M AUM0.10%$264,0323.2KQ1 2026OLDER
Cadent Capital Advisors, LLC$386M AUM0.10%$389,0504.7KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.10%$2M26.0KQ4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.10%$17M210.3KQ1 2026OLDER
Quintet Private Bank (Europe) S.A.$1.5B AUM0.09%$1M17.1KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.09%$3M34.3KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.09%$27M327.9KQ1 2026OLDER
Fairfield Financial Advisors, LTD$290M AUM0.09%$258,8613.1KQ1 2026OLDER
Caerus Investment Advisors, LLC$240M AUM0.09%$212,2982.6KQ2 2026
Gotham Asset Management, LLC$32.7B AUM0.08%$28M334.3KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.08%$52M625.6KQ1 2026OLDER
AIRE ADVISORS, LLC$547M AUM0.08%$453,8055.5KQ1 2026OLDER
UNIVERSITY OF CHICAGO$323M AUM0.08%$268,1583.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.08%$3M40.0KQ4 2025OLDER
RBF Capital, LLC$2.0B AUM0.08%$2M20.0KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.08%$10M123.6KQ1 2026OLDER
Compass Advisory Group LLC$374M AUM0.08%$298,9343.6KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.08%$542,8336.6KQ1 2026OLDER
Silverleafe Capital Partners, LLC$367M AUM0.08%$284,8503.8KQ2 2026
Coppell Advisory Solutions LLC$170M AUM0.08%$781,21310.0KQ4 2025OLDER
Founders Capital Management$205M AUM0.07%$148,5181.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.07%$15M186.4KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.07%$223,2802.7KQ3 2025OLDER
Global Financial Private Client, LLC$306M AUM0.07%$212,7932.6KQ1 2026OLDER
Ascent Wealth Partners, LLC$860M AUM0.07%$598,0327.2KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.07%$9M114.4KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.07%$27M331.3KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.07%$6M72.0KQ1 2026OLDER
FINANCIAL MANAGEMENT NETWORK INC$653M AUM0.07%$431,2755.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.07%$25M301.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.07%$2M25.7KQ1 2026OLDER
TCM Advisors, LLC$1.4B AUM0.06%$876,09110.6KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.06%$2M20.7KQ1 2026OLDER
Encompass More Asset Management$597M AUM0.06%$322,0613.9KQ3 2025OLDER
LGT Fund Management Co Ltd.$2.3B AUM0.06%$1M17.0KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.06%$226,0352.9KQ4 2025OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$9M112.0KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M40.4KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.06%$796,3879.7KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.06%$103M1.25MQ1 2026OLDER
AMF Tjanstepension AB$15.1B AUM0.05%$8M99.5KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.05%$54,328659Q1 2026OLDER
MASTERINVEST Kapitalanlage GmbH$962M AUM0.05%$509,9946.2KQ1 2026OLDER
PLIMOTH TRUST CO LLC$447M AUM0.05%$235,9792.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.05%$161M2.07MQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.05%$14M165.1KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.05%$1M15.0KQ1 2026OLDER
Delta Investment Management, LLC$559M AUM0.05%$282,0193.4KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.05%$279,6853.4KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$4M53.4KQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM0.05%$1M17.8KQ2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.05%$38M484.6KQ4 2025OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.05%$228,9612.8KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.05%$52M627.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.05%$299M3.63MQ1 2026OLDER
JACOBSON & SCHMITT ADVISORS, LLC$551M AUM0.04%$247,5303.0KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.04%$2M24.9KQ4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$52M629.9KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.04%$1M15.0KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.04%$6M73.6KQ4 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.04%$312,9073.8KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$4M42.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M57.9KQ1 2026OLDER
SIMON QUICK ADVISORS, LLC$2.2B AUM0.04%$893,31710.7KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.04%$548,1646.6KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.04%$351,1624.3KQ1 2026OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.04%$1M16.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$189M2.29MQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$3M31.2KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.04%$26M318.0KQ1 2026OLDER
CADINHA & CO LLC$537M AUM0.04%$205,8622.5KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.04%$259,6193.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.03%$20M246.3KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$332,9284.0KQ1 2026OLDER
Horst & Graben Wealth Management LLC$729M AUM0.03%$245,0322.8KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$842,92210.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.03%$271,1803.5KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.03%$60M722.4KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.03%$2M23.0KQ1 2026OLDER
Capital International Investors$426.5B AUM0.03%$135M1.63MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M28.6KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M16.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$577M7.00MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$26M312.0KQ3 2025OLDER
CenterBook Partners LP$1.9B AUM0.03%$613,8587.9KQ4 2025OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.03%$2M29.2KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.03%$533,3456.5KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M68.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.03%$87M1.06MQ1 2026OLDER
AlTi Global, Inc.$4.6B AUM0.03%$1M15.8KQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.03%$66,998812Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$12M148.8KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$797,8419.7KQ1 2026OLDER
Sargent Investment Group, LLC$759M AUM0.03%$208,1732.5KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.03%$2M26.1KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.03%$1M13.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$31M374.1KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.03%$33M394.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.03%$496M6.01MQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M22.0KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.03%$270,0603.3KQ1 2026OLDER
BBR PARTNERS, LLC$1.8B AUM0.03%$462,7165.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.03%$15M187.2KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.03%$70,051849Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.03%$12M150.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$55M666.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$23M281.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$833,51610.1KQ1 2026OLDER
SNS Financial Group, LLC$1.2B AUM0.02%$277,7303.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$14M168.5KQ1 2026OLDER
PALLADIEM, LLC$105M AUM0.02%$25,020300Q1 2026OLDER
Empirical Finance, LLC$2.1B AUM0.02%$489,3675.9KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.02%$458,5716.0KQ2 2026
Compound Planning, Inc.$3.3B AUM0.02%$735,0178.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.02%$55,596683Q1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.02%$784,69010.1KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$7M85.6KQ4 2025OLDER
Graves Light Lenhart Wealth, Inc.$1.1B AUM0.02%$210,6482.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M26.9KQ1 2026OLDER
BNP PARIBAS$3.1B AUM0.02%$677,6558.2KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.02%$512,8006.2KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$35M425.7KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.02%$24M292.3KQ1 2026OLDER
NATIXIS$28.0B AUM0.02%$4M53.7KQ3 2025OLDER
Procyon Advisors, LLC$2.3B AUM0.02%$479,8486.3KQ2 2026
Banco Santander, S.A.$12.4B AUM0.02%$3M35.4KQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.2B14.25MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$11M129.9KQ1 2026OLDER
Trust Co$1.1B AUM0.02%$214,1132.6KQ1 2026OLDER
STEPH & CO$351M AUM0.02%$69,721845Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$474,2675.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.02%$1M15.9KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.02%$2M22.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M38.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$298M3.61MQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$3023.9KQ4 2025OLDER
Trust Point Inc.$1.2B AUM0.02%$224,6092.7KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$71M858.9KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.02%$1M13.5KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$247,4963.0KQ3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.02%$546,9376.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$95M1.15MQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.02%$716,1188.6KQ3 2025OLDER
AGF MANAGEMENT LTD$22.3B AUM0.02%$4M46.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M21.1KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.02%$3M37.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$534,3356.5KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.02%$2M26.0KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.02%$333,0464.0KQ3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$27M322.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.02%$3M32.6KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M18.2KQ1 2026OLDER
FAYEZ SAROFIM & CO$39.1B AUM0.02%$6M74.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M46.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$256M3.28MQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.02%$26M319.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.0B13.42MQ4 2025OLDER
Proficio Capital Partners LLC$1.9B AUM0.02%$283,1743.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$4M54.4KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M34.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$111M1.34MQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M33.5KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$9M110.6KQ3 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$14M164.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$8M97.6KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$328,9674.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$950,35011.5KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.01%$8M105.9KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$401,9894.9KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.01%$685,5688.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$3M33.0KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$265,0223.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$23M277.5KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.01%$2M19.3KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.01%$927,53210.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$8M93.5KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.01%$1M12.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$84M1.01MQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M40.4KQ4 2025OLDER
Axiom Investment Management LLC$131M AUM0.01%$16,502200Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$363M4.40MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M39.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$81M984.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$495M6.00MQ1 2026OLDER
Asset Planning,Inc$141M AUM0.01%$17,162208Q1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$36,972461Q1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$686,3188.3KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$252,1443.2KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$384,0854.7KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.01%$9M103.2KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.01%$21,783264Q1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M16.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$908,02311.0KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$542,0916.6KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$37,504481Q4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.01%$255,3683.1KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M39.7KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.01%$27,275350Q4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M30.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M17.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$140,3501.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M28.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$374,4304.5KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$812,3119.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$46M559.9KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$44,053565Q2 2026
PROFUND ADVISORS LLC$2.7B AUM0.01%$250,7483.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M51.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$19M227.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M78.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$10M124.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$24,460294Q3 2025OLDER
Quarry LP$558M AUM0.01%$56,060719Q4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$12,566151Q3 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$32M384.0KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.01%$498,3606.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M44.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M35.2KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.01%$493,9286.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$114M1.38MQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$374,5134.5KQ1 2026OLDER
Icon Wealth Advisors, LLC$1.5B AUM0.01%$120,5921.4KQ3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$9M107.3KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$70,654849Q3 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.01%$71,880871Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M26.2KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$310,7333.8KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$347,3674.2KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$222,0292.8KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$202,8892.7KQ2 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$47,031570Q1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$373,0754.5KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$320,8453.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$240,8472.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$39M475.6KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$305,7823.7KQ1 2026OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.01%$210,5192.7KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$379,4634.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$330,7834.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$3M35.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$8M97.2KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$347,7494.5KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$961,57211.7KQ1 2026OLDER
Amundi$367.1B AUM0.01%$25M297.8KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$907,28011.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$58M696.9KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$247,0353.0KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$20,628250Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M12.4KQ2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$21M253.3KQ1 2026OLDER
NFSG Corp$608M AUM0.01%$39,013473Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M17.2KQ3 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M16.0KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$352,0764.5KQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$2M28.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$304,3803.7KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$484,7465.9KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$400,2205.1KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M39.6KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$9,894120Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$8,00397Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$3M40.1KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.01%$82,5101.0KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$53,433642Q3 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$23M275.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$583,7947.0KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.01%$44,833575Q4 2025OLDER
Richardson Capital Management LLC$207M AUM0.01%$11,139135Q1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$50,661614Q1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$2M21.8KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.01%$10,396126Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$658,5138.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$1M17.1KQ2 2026
Magnetar Financial LLC$9.8B AUM0.01%$515,9286.6KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$933,44311.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$277,8633.4KQ2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$12M149.9KQ4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$21M250.9KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$629,2147.6KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$48,763591Q1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.00%$302,5053.6KQ3 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$202,5572.4KQ3 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M39.6KQ1 2026OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.00%$13,082159Q1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.00%$573,4697.4KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$362,3014.4KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$415,8595.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$2M19.2KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.00%$334,1664.0KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$358,7614.3KQ3 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$360,5334.6KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$36,718445.0KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$268,4883.3KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$336,9934.3KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$551,2516.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$15M183.4KQ1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.00%$28,628344Q3 2025OLDER
Elyxium Wealth, LLC$312M AUM0.00%$14,268183Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$108,4681.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M13.9KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$306,1053.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$16M198.8KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$274,4503.3KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$572,9536.9KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$5,65968Q3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M35.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M29.6KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$10M127.1KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$730,7918.9KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$8,499103Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$3M40.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$228,6352.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$13M159.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$712,8048.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$832,69110.1KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$33,169402Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$48,351586Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$669,5088.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$288,1373.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$13M161.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M202.4KQ2 2026
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$6,23075Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$839,29210.2KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$147,7751.8KQ1 2026OLDER
Pathway Financial Advisers, LLC$354M AUM0.00%$10,362125Q3 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$7,83895Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M27.0KQ1 2026OLDER
Lavaca Capital LLC$564M AUM0.00%$16,750203Q1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$225,4902.9KQ4 2025OLDER
Aristotle Capital Management, LLC$47.8B AUM0.00%$1M17.3KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M34.8KQ4 2025OLDER
LONDON CO OF VIRGINIA$16.2B AUM0.00%$446,8745.4KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M46.4KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$132,5731.6KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$220,1142.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$35,233427Q1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.00%$229,5752.8KQ3 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$12,926156Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$5M59.0KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$230,8632.8KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$40,347489Q1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.00%$217,6612.6KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$474,8865.7KQ3 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$7,01485Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$286,0733.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$5M61.5KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$4,37453Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M13.7KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$50,496612Q1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$857,33210.3KQ3 2025OLDER
HOEY INVESTMENTS, INC$693M AUM0.00%$16,007194Q1 2026OLDER
Chevy Chase Trust Holdings, LLC$34.7B AUM0.00%$796,3049.7KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$8,829107Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M19.0KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$19M234.3KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$1M14.8KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$587,6367.1KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$27,475333Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$24,753300Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M23.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$257,1453.3KQ4 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$326,5754.0KQ1 2026OLDER
Commonwealth Retirement Investments LLC$323M AUM0.00%$6,23880Q4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$27,085328Q1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$493,0806.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$30M371.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$139,3591.7KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$7,34489Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$21,497283Q2 2026
Mariner, LLC$85.7B AUM0.00%$1M17.4KQ3 2025OLDER
West Branch Capital LLC$430M AUM0.00%$7,25293Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$3M33.1KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$216,6962.6KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$4,56455Q1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$60,540797Q2 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$2M24.1KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$51,333658Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$4M44.2KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$4,20851Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$7,42690Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$421,0385.4KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$351,3544.3KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$305,1363.9KQ4 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$21,713263Q1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.00%$4,41153Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$315,2133.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$10M119.9KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$200,3232.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M18.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M108.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$512,4956.2KQ3 2025OLDER
Sachetta, LLC$184M AUM0.00%$2,80634Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$134,1611.6KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$369,2414.5KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$4064.9KQ3 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$8,994109Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M34.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M41.3KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$266,9203.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$377,0114.6KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.00%$203,2752.6KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$88,6681.1KQ1 2026OLDER
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM0.00%$355,3704.3KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$359,0714.3KQ3 2025OLDER
CVA Family Office, LLC$950M AUM0.00%$12,624153Q1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$12,294149Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$18,306241Q2 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$235,5022.9KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$3,79646Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$16,419199Q1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.00%$3,96048Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$9,984121Q1 2026OLDER
Osbon Capital Management LLC$123M AUM0.00%$1,48518Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$805,3199.8KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M21.8KQ1 2026OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.00%$4,95160Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$601,7457.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$6,76682Q1 2026OLDER

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