SEC 13F Intelligence

SHOOMADDEN STEVEN LTD

CUSIP 556269108 · Yahoo Finance ↗ · Google Finance ↗

Madden Steven Ltd (SHOO) has 277 institutional holders in Filings Flow’s 13F database, together reporting 76.21M shares worth $2.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and FMR LLC.

Institutional Holders
277
Q1 2026
Reported Value
$2.5B
Ticker
SHOO
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 212Q4 ’18Q1 ’19: 211Q2 ’19: 199Q2 ’19Q3 ’19: 207Q2 ’21: 196Q2 ’21Q4 ’21: 238Q4 ’22: 216Q4 ’22Q4 ’25: 285Q1 ’26: 277Q1 ’26Q2 ’26: 17filingsflow.com
Total reported value
Q4 ’18: $26.0BQ4 ’18Q1 ’19: $16.4BQ2 ’19: $15.9BQ2 ’19Q3 ’19: $16.8BQ2 ’21: $7.5BQ2 ’21Q4 ’21: $8.8BQ4 ’22: $981MQ4 ’22Q4 ’25: $3.2BQ1 ’26: $2.5BQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Nixon Capital, LLC$293M AUM5.14%$15M443.9KQ1 2026OLDER
NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM3.12%$38M1.11MQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM2.16%$29M866.3KQ1 2026OLDER
Fund 1 Investments, LLC$872M AUM1.79%$16M459.7KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM1.61%$55M1.63MQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM1.29%$4M94.6KQ4 2025OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.79%$46M1.35MQ1 2026OLDER
FORMULA GROWTH LTD$222M AUM0.68%$2M42.2KQ4 2025OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.66%$11M337.1KQ1 2026OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.62%$3M84.0KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.61%$990,12529.2KQ1 2026OLDER
Broad Peak Investment Advisers Pte Ltd$493M AUM0.60%$3M80.4KQ4 2025OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.59%$1M41.7KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.52%$2M52.5KQ4 2025OLDER
Nicholas Investment Partners, LP$1.4B AUM0.47%$6M191.2KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.42%$9M252.6KQ1 2026OLDER
VARCOV Co.$268M AUM0.38%$1M29.8KQ1 2026OLDER
Dean Capital Management$241M AUM0.36%$866,21525.5KQ1 2026OLDER
Governors Lane LP$1.6B AUM0.34%$6M138.4KQ4 2025OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.34%$15M434.7KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.32%$3M99.2KQ1 2026OLDER
Shellback Capital, LP$703M AUM0.28%$3M71.0KQ4 2025OLDER
Ceredex Value Advisors LLC$3.2B AUM0.25%$8M196.5KQ4 2025OLDER
ICON ADVISERS INC/CO$433M AUM0.24%$1M27.0KQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.24%$36M858.0KQ4 2025OLDER
Scientech Research LLC$120M AUM0.23%$271,5978.0KQ1 2026OLDER
Hodges Capital Management Inc.$1.2B AUM0.21%$3M75.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.20%$3M102.6KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.19%$14M398.9KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.17%$1M36.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.16%$94M2.79MQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.16%$2M50.7KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.16%$421,98112.6KQ3 2025OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.13%$24M708.1KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.13%$22M659.0KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.13%$111M3.32MQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.12%$484,31511.6KQ4 2025OLDER
Verity Asset Management, Inc.$238M AUM0.11%$346,71910.4KQ3 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.11%$4M96.3KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.10%$2M47.3KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.10%$665,91719.9KQ3 2025OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.09%$27M794.1KQ1 2026OLDER
FIRST NATIONAL BANK SIOUX FALLS$366M AUM0.08%$309,8258.1KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$531,66215.9KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.07%$268,6206.5KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.07%$2M69.3KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.07%$17M494.3KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.06%$4M100.9KQ4 2025OLDER
State of Wyoming$844M AUM0.06%$502,35514.8KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.06%$1M32.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.06%$177,5826.7KQ1 2026OLDER
Sciencast Management LP$785M AUM0.06%$298,2738.9KQ3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.06%$33M967.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.05%$13M389.5KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.05%$2M36.1KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.05%$68,5022.02MQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.04%$586,88717.3KQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM0.04%$416,15010.0KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.04%$452,12710.9KQ4 2025OLDER
Round Rock Advisors LLC$654M AUM0.04%$245,3435.9KQ4 2025OLDER
Boston Partners$95.5B AUM0.03%$29M694.6KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$9M259.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$2M45.2KQ1 2026OLDER
Signature Resources Capital Management, LLC$211M AUM0.02%$48,8791.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$5M146.6KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$2M41.4KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$17M498.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M32.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.02%$17M506.2KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.02%$6M178.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$614,02314.7KQ4 2025OLDER
STRS OHIO$25.2B AUM0.02%$4M129.1KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M39.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$80M2.35MQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$162,1693.9KQ2 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$1M43.5KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$200,9476.0KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.02%$420,32610.0KQ2 2026
Capital Research Global Investors$644.6B AUM0.02%$84M2.03MQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$5,496132Q4 2025OLDER
FMR LLC$1.90T AUM0.01%$271M8.00MQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.01%$9M260.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$22M640.8KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$432,91410.3KQ2 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$62M1.82MQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$127,4373.0KQ2 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$109,3583.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$339,57410.0KQ1 2026OLDER
Americana Partners, LLC$3.9B AUM0.01%$363,1848.7KQ4 2025OLDER
ALLSTATE CORP$9.4B AUM0.01%$926,66027.3KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$999,11429.5KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M40.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$35M1.03MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$61M1.79MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$153M3.67MQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$774,79423.1KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$267,9126.4KQ4 2025OLDER
Blume Capital Management, Inc.$588M AUM0.01%$50,8801.5KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$200,9085.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$7M193.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$17M515.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$941,28027.8KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$150M4.43MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$659,37119.4KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.01%$295,0368.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$4M120.1KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$564,42916.6KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$357,17810.5KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$238,3895.7KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$45M1.33MQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$447,50510.7KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M39.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$59M1.73MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$445,59010.7KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$667,00319.7KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$275,8718.1KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$847,15225.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$16,115672Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M353.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$366M10.80MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$15M447.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$203,5206.0KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$267,8077.9KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$266,9966.4KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$7M202.1KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$20,895616Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$668,39419.7KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$633,55818.7KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$543,63616.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$341M8.18MQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$245,5275.8KQ2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M81.0KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$222,8995.4KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$69M2.02MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$16M471.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$16M478.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$676,94120.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M38.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$21M616.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M48.7KQ4 2025OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$264,0347.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$8M234.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$22M655.3KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.00%$83,3322.5KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$116,5163.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M44.9KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$10M300.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$26M769.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M109.0KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$3M60.9KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$30M879.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$993,31429.3KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$2M56.4KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$228,9365.5KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M73.5KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M58.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$94M2.76MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$282,0458.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$254,4007.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M75.1KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M56.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$609,47518.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M85.1KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$745,66017.9KQ4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$16,756398Q2 2026
Swiss National Bank$173.8B AUM0.00%$5M143.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$110M3.25MQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$4M118.5KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M125.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$413,18012.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$100,4373.0KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$11M315.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M53.4KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$222,7096.7KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$5M135.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M30.9KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$447,47313.2KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$8,243243Q1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$322,2409.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$544,41616.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M36.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$773,68622.8KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$270,8428.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$449,54410.8KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M67.3KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$12,211360Q1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$755,05818.1KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$279,8408.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$46,6401.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$25M751.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$610,25518.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$274,9218.1KQ2 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$224,4496.7KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$244,0207.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M215.3KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$18,932557Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M122.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$230,6566.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M33.7KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$993,45229.7KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$72,0802.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$679,48620.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$74,9632.2KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M179.4KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$256,2897.7KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$566,49816.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$729,41621.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$35,4911.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M293.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$318,4299.5KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M180.8KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$82,4932.4KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$224,7735.4KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$15,842467Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$221,4726.5KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$296,3218.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$8,744210Q4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$206,3685.0KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$617,91018.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$544,72416.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$7M214.8KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$129,0843.1KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$37,932901Q2 2026
FIRST HORIZON CORP$2.4B AUM0.00%$23,303687Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,970176Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,91356Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M39.0KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$2M65.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M31.7KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$6,242184Q1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$211,8646.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$611,61618.1KQ1 2026OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.00%$2,70665Q4 2025OLDER
Man Group plc$55.1B AUM0.00%$454,90113.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$31,237933Q3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$24,999737Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$216,1386.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$803,40319.3KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M64.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$192,4965.7KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$13,951410Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$386,68811.4KQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$8,403251Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$49,2191.2KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$33,937815Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$32,224950Q2 2026
ProShare Advisors LLC$67.5B AUM0.00%$379,29411.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$987,78429.1KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$8,921263Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M71.4KQ2 2026
WPG Advisers, LLC$136M AUM0.00%$61118Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$293,3788.6KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$412,77212.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$595,83817.6KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$62515Q4 2025OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$6,662160Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,83254Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M193.4KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$42511Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,35740Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$289,2188.6KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$343,74510.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$7,734228Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$249,3717.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$25,610755Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$179,6405.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,15593Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,25637Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,77181.7KQ1 2026OLDER
Amundi$367.1B AUM0.00%$1M32.9KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,18735Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$37411Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,64149Q3 2025OLDER
Quarry LP$558M AUM0.00%$1,27238Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$155,8484.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$254,7657.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$553,94816.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$253,3987.5KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$19,029561Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$81,8152.4KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,57447Q3 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$1,22236Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$298,9378.8KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$558,37916.7KQ3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,33332Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$43,4101.0KQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$267,9687.9KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$298,1248.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$17,612517Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$39,1101.2KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$4,164100Q4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,58347Q3 2025OLDER
Neo Ivy Capital Management$379M AUM0.00%$50815Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$20,285598Q1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$1,95747Q4 2025OLDER
MidFirst Bank$1.2B AUM0.00%$1,22136Q1 2026OLDER
Davis Capital Management$169M AUM0.00%$1684Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$279,1136.7KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$78,1852.3KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,69650Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$345,24110.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$331,9759.8KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$15,331452Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$45,1791.1KQ4 2025OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1434Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$61118Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$12,589376Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$56,6461.7KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$682Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$1,10333Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$19,334570Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$12,212360Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,62439Q4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$37411Q1 2026OLDER
Trust Co$1.1B AUM0.00%$47514Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1695Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,45943Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1023Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$1023Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1694Q2 2026
Rialto Wealth Management, LLC$445M AUM0.00%$1364Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$155,0004.5KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$2377Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,54046Q3 2025OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1023Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$14,413425Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$37,2821.1KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$2,74881Q1 2026OLDER
MARYLAND CAPITAL ADVISORS INC.$312M AUM0.00%$431Q2 2026
CURIO WEALTH, LLC$293M AUM0.00%$341Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$391Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$3,935116Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1674Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$11,091327Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,03560Q2 2026
Hughes Financial Services, LLC$651M AUM0.00%$341Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$1,32339Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$231Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$70817Q4 2025OLDER

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