SEC 13F Intelligence

SDGRSCHRODINGER INC

CUSIP 80810D103 · Yahoo Finance ↗ · Google Finance ↗

Schrodinger Inc (SDGR) has 227 institutional holders in Filings Flow’s 13F database, together reporting 65.66M shares worth $736M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Gates Foundation Trust.

Institutional Holders
227
Q1 2026
Reported Value
$736M
Ticker
SDGR
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 203Q2 ’21Q4 ’21: 195Q4 ’21Q4 ’22: 153Q4 ’22Q4 ’25: 220Q4 ’25Q1 ’26: 227Q1 ’26Q2 ’26: 7Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $17.3BQ2 ’21Q4 ’21: $9.8BQ4 ’21Q4 ’22: $583MQ4 ’22Q4 ’25: $1.2BQ4 ’25Q1 ’26: $736MQ1 ’26Q2 ’26: $855,006Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Tejara Capital Ltd$303M AUM1.46%$4M388.8KQ1 2026OLDER
Prosight Management, LP$610M AUM0.95%$6M510.6KQ1 2026OLDER
Rubric Capital Management LP$9.4B AUM0.72%$68M6.00MQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM0.53%$568,00050.0KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.52%$40M2.25MQ4 2025OLDER
Amova Asset Management Americas, Inc.$7.1B AUM0.51%$36M3.19MQ1 2026OLDER
Parkman Healthcare Partners LLC$970M AUM0.51%$5M298.9KQ4 2025OLDER
Verity Asset Management, Inc.$238M AUM0.50%$1M65.7KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.46%$2M138.6KQ1 2026OLDER
Slow Capital, Inc.$770M AUM0.28%$2M131.3KQ4 2025OLDER
GATES FOUNDATION TRUST$31.7B AUM0.25%$79M6.98MQ1 2026OLDER
BRANDYWINE MANAGERS, LLC$170M AUM0.19%$323,26028.5KQ1 2026OLDER
ARK Investment Management LLC$12.9B AUM0.18%$23M2.07MQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.13%$855,21847.8KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.13%$2M86.3KQ3 2025OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.13%$523,69646.1KQ1 2026OLDER
TrueMark Investments, LLC$514M AUM0.10%$519,22045.7KQ1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.10%$240,09313.4KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.10%$1M123.0KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.10%$352,54019.7KQ4 2025OLDER
Palumbo Wealth Management LLC$410M AUM0.09%$288,66414.4KQ3 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.07%$898,65679.1KQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.07%$1M101.5KQ1 2026OLDER
PERCEPTIVE ADVISORS LLC$5.1B AUM0.06%$4M202.4KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.06%$123,08610.8KQ1 2026OLDER
Sciencast Management LP$785M AUM0.06%$295,16314.7KQ3 2025OLDER
Odyssean, LLC$274M AUM0.05%$130,25411.5KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.05%$399,53519.9KQ3 2025OLDER
PORTLAND INVESTMENT COUNSEL INC.$312M AUM0.04%$113,60010.0KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.04%$145,76012.8KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.03%$2M199.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.03%$188,90516.6KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.03%$358,90520.1KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M181.3KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.03%$924,70481.4KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.02%$36M3.19MQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$242,13013.5KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$38,9771.9KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$680,47738.1KQ4 2025OLDER
United Advisor Group, LLC$811M AUM0.02%$154,70013.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M203.4KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$154,3027.7KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$1M119.4KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$905,31279.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$8M681.1KQ1 2026OLDER
CGC Financial Services, LLC$346M AUM0.01%$47,9514.2KQ1 2026OLDER
ANTIPODES PARTNERS Ltd$5.2B AUM0.01%$647,39557.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M550.5KQ1 2026OLDER
Quarry LP$558M AUM0.01%$48,1642.4KQ3 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$2M171.7KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$30M2.68MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$20M1.11MQ4 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M95.3KQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.01%$9M801.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$4M330.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$220,69113.6KQ2 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M310.7KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.01%$173,32015.3KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$1M120.0KQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.01%$607,68834.0KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$2M200.7KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$240,71114.8KQ2 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$964,04184.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$278,05924.5KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$532,41329.8KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$370,20620.7KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$30M2.66MQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$91,2224.7KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$1M120.1KQ1 2026OLDER
Connecticut Wealth Management, LLC$2.4B AUM0.01%$131,50311.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M221.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$3M185.0KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.00%$282,86424.9KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.00%$1M96.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$208,88818.4KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$4M248.1KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$47,5642.9KQ2 2026
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.00%$279,45624.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$562,79749.5KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M212.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M174.1KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$329,54229.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M246.8KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$586,25651.6KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$225,61012.6KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$25,7642.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$44M3.86MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M444.2KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$192,72217.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$82246Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$15M1.32MQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$584,23351.4KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.00%$364,26920.4KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M106.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$10M883.6KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$172,91115.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$5M416.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$110M9.68MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$145,40812.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$370,46132.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$116M6.46MQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$3M274.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$53,4374.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$415,84436.6KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M159.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$177,12515.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M176.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M155.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$138,89912.2KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$327,52028.8KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$48,6214.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$49,2804.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$21M1.19MQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$408,65336.0KQ1 2026OLDER
Purpose Unlimited Inc.$2.4B AUM0.00%$29,6722.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$201,25417.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M397.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$12,7611.1KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.00%$193,12017.0KQ1 2026OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.00%$6,248550Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$6,419565Q1 2026OLDER
Sawyer & Company, Inc$260M AUM0.00%$2,613230Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M68.6KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$9M752.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$420,42237.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$15M1.35MQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$299,04126.3KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M88.2KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,07995Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M509.7KQ1 2026OLDER
ALERUS FINANCIAL NA$2.0B AUM0.00%$17,8801.0KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$216,81512.1KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$7M573.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$25M2.19MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M127.2KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$131,48111.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$657,63057.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$157,64313.9KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.00%$22,7202.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$668,39037.4KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$30M2.60MQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$387,97221.7KQ4 2025OLDER
CWM, LLC$38.1B AUM0.00%$280,45624.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$695,01661.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$531,83046.8KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$608,52153.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$699,80439.1KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M533.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$674,39859.4KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$455,94025.5KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$3M302.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$20,3461.8KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$155,63213.7KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$343,92219.2KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M315.7KQ1 2026OLDER
Gen-Wealth Partners Inc$317M AUM0.00%$1,534135Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$138,32012.2KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$159,31314.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$762,72267.1KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$45540Q1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,267163Q3 2025OLDER
BFSG, LLC$1.1B AUM0.00%$4,544400Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$397,84835.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$462,21640.7KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M68.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M125.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$2M208.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M136.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$7,498660Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$195,71510.9KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$505,63444.5KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$12,903794Q2 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$176,67115.6KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$53025Q3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M120.9KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$193,12017.0KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$211,79618.6KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$151,40913.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$153,02813.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$567,48950.0KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$34130Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$504,15744.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$188,12216.6KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$9,293818Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$15,4841.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$193,01117.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$519,51545.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$7,248638Q1 2026OLDER
Compass Financial Services Inc$231M AUM0.00%$50128Q4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$584,81932.7KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M282.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$590,24352.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$165,05114.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$4,317380Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$629,40255.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$62555Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$321,76028.3KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$175,22815.4KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,886166Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,02390Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$260,80323.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$131,58311.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$790,00069.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$26815Q4 2025OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$45440Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$65958Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$227,55812.7KQ4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$73145Q2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M145.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$115,99710.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$464,37440.9KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$41223Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$91880.7KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$56,7205.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$10,869941Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$118,3545.9KQ3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$214,34110.7KQ3 2025OLDER
Avalon Trust Co$1.5B AUM0.00%$1,193105Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$15,367766Q3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$4,146365Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,443127Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$19,8231.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$16,9951.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$46,6644.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$330,96329.1KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$469,16841.3KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$2,272200Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$3,862340Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$88,3597.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$159,50614.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1015Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$2,107105Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$22,0461.2KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$19,4941.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$120,62010.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,522134Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$2,227196Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$25022Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5,124451Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$603Q3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,443127Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$51,7334.7KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$20418Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$86343Q3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$75066Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,07995Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$37634Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$10,985967Q1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$191.0KQ4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,885337Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$18216Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$34130Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$7,157630Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$28425Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,511133Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$116,45510.3KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$161Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$232Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$5,878293Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$17015Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$11510Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1,271112Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$603Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$362Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$181Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$895Q4 2025OLDER

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