SEC 13F Intelligence

SIMOSILICON MOTION TECHNOLOGY CO

CUSIP 82706C108 · Yahoo Finance ↗ · Google Finance ↗

Silicon Motion Technology Co (SIMO) has 270 institutional holders in Filings Flow’s 13F database, together reporting 26.97M shares worth $2.7B as of Q1 2026. The largest reported holders are FMR LLC, Reinhart Partners, LLC., and Hawk Ridge Capital Management LP.

Institutional Holders
270
Q1 2026
Reported Value
$2.7B
Ticker
SIMO
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 127Q4 ’18Q1 ’19: 126Q2 ’19: 117Q2 ’19Q3 ’19: 106Q2 ’21: 174Q2 ’21Q4 ’21: 200Q4 ’22: 174Q4 ’22Q4 ’25: 237Q1 ’26: 270Q1 ’26Q2 ’26: 22filingsflow.com
Total reported value
Q4 ’18: $3.3BQ4 ’18Q1 ’19: $775MQ2 ’19: $867MQ2 ’19Q3 ’19: $740MQ2 ’21: $1.5BQ2 ’21Q4 ’21: $7.3BQ4 ’22: $739MQ4 ’22Q4 ’25: $2.3BQ1 ’26: $2.7BQ1 ’26Q2 ’26: $363Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Kite Lake Capital Management (UK) LLP$125M AUM40.76%$51M452.6KQ1 2026OLDER
HIGHLAND PEAK CAPITAL, LLC$373M AUM13.38%$50M444.5KQ1 2026OLDER
REINHART PARTNERS, LLC.$4.4B AUM7.35%$322M966.1KQ2 2026
Wolf Hill Capital Management, LP$1.0B AUM6.33%$65M580.9KQ1 2026OLDER
HERALD INVESTMENT MANAGEMENT Ltd$718M AUM5.75%$41M367.7KQ1 2026OLDER
Prospect Capital Advisors, LLC$180M AUM5.13%$9M82.2KQ1 2026OLDER
HAWK RIDGE CAPITAL MANAGEMENT LP$2.8B AUM4.79%$132M1.17MQ1 2026OLDER
Ophir Asset Management Pty Ltd$859M AUM4.67%$40M357.0KQ1 2026OLDER
APIS CAPITAL ADVISORS, LLC$648M AUM4.32%$28M249.2KQ1 2026OLDER
SCALAR GAUGE MANAGEMENT, LLC$104M AUM4.22%$4M39.0KQ1 2026OLDER
NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM3.96%$48M428.2KQ1 2026OLDER
Pertento Partners LLP$1.4B AUM3.39%$46M412.5KQ1 2026OLDER
AIGH Capital Management LLC$733M AUM3.06%$22M200.0KQ1 2026OLDER
Think Investments LP$762M AUM2.99%$27M289.3KQ4 2025OLDER
Analog Century Management LP$2.1B AUM2.89%$60M538.7KQ1 2026OLDER
Heights Point Management, LP$108M AUM2.75%$3M34.8KQ4 2025OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM1.56%$13M133.0KQ3 2025OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM1.53%$10M102.7KQ1 2026OLDER
1492 Capital Management LLC$263M AUM1.48%$4M41.7KQ4 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM1.44%$28M252.1KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM1.38%$51M456.4KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM1.30%$57M506.7KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM1.20%$34M300.0KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM1.06%$22M195.3KQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.94%$57M503.5KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.94%$32M282.6KQ1 2026OLDER
THAMES CAPITAL MANAGEMENT LLC$558M AUM0.93%$5M46.3KQ1 2026OLDER
UNICOM Systems, Inc.$1.5B AUM0.90%$14M41.2KQ2 2026
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.86%$13M143.6KQ4 2025OLDER
SG Capital Management LLC$1.5B AUM0.80%$8M90.4KQ4 2025OLDER
BRIAN LOW FINANCIAL GROUP, LLC$147M AUM0.80%$1M10.5KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.77%$13M116.9KQ1 2026OLDER
Skylands Capital, LLC$763M AUM0.72%$6M49.2KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.72%$3M25.3KQ1 2026OLDER
Melqart Asset Management (UK) Ltd$1.0B AUM0.61%$6M55.1KQ1 2026OLDER
Clearline Capital LP$1.9B AUM0.61%$12M132.9KQ4 2025OLDER
Ramirez Asset Management, Inc.$832M AUM0.61%$5M32.4KQ1 2026OLDER
SORA INVESTORS LLC$1.1B AUM0.60%$7M58.2KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.58%$7M21.1KQ2 2026
Potrero Capital Research LLC$163M AUM0.57%$5M51.9KQ3 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.51%$8M80.9KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.49%$5M48.1KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM0.47%$676,7107.3KQ4 2025OLDER
Henry James International Management Inc.$334M AUM0.44%$1M4.4KQ2 2026
CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM0.42%$12M110.0KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.42%$57M510.0KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.36%$1M12.3KQ1 2026OLDER
Mirador Capital Partners LP$817M AUM0.36%$3M8.7KQ2 2026
Cinctive Capital Management LP$1.5B AUM0.35%$7M78.0KQ3 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.33%$1M4.5KQ2 2026
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.31%$31M272.4KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.31%$2M21.2KQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.31%$6M69.0KQ4 2025OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.26%$577,0505.1KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.21%$871,45624.1KQ4 2025OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.21%$805,9922.4KQ2 2026
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.20%$3M23.4KQ1 2026OLDER
OAK ASSOCIATES LTD /OH/$1.5B AUM0.19%$3M25.5KQ1 2026OLDER
Camelot Portfolios, LLC$143M AUM0.17%$234,7562.1KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.17%$5M49.0KQ4 2025OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.16%$6M53.0KQ1 2026OLDER
HARVEST MANAGEMENT LLC$206M AUM0.16%$331,2563.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.14%$88M782.0KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.14%$2M17.2KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.13%$9M77.3KQ1 2026OLDER
Numerai GP LLC$997M AUM0.12%$1M11.1KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.12%$12M107.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.11%$63M560.1KQ1 2026OLDER
Fund 1 Investments, LLC$872M AUM0.11%$1M10.7KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.11%$66M700.0KQ3 2025OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.11%$393,0153.5KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.11%$2M18.7KQ1 2026OLDER
ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM0.11%$8M73.1KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.10%$5M43.0KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.10%$71M631.6KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.10%$653,2577.0KQ4 2025OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.10%$1M9.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.09%$24M210.3KQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.09%$646,5665.8KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.09%$1M9.6KQ1 2026OLDER
Monolith Management Ltd$332M AUM0.09%$199,1012.1KQ3 2025OLDER
Cadence Bank$1.7B AUM0.09%$1M16.0KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.09%$3M24.4KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.08%$764,9922.3KQ2 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.08%$6M57.8KQ1 2026OLDER
State of Wyoming$844M AUM0.08%$708,5506.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.08%$4M39.4KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.08%$18M160.9KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.08%$88,148785Q1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.07%$601,0885.4KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.07%$719,0747.8KQ4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.06%$3M28.2KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.06%$319,8893.4KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.06%$4M36.8KQ1 2026OLDER
M&G Plc$19.4B AUM0.05%$10M92.2KQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.05%$1M11.2KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.05%$454,8874.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.05%$1M9.9KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.05%$2M14.9KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.05%$8M83.9KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.04%$43M381.9KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.04%$2M22.4KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.04%$39M351.5KQ1 2026OLDER
Aspen Grove Capital, LLC$514M AUM0.04%$224,3432.0KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM0.04%$547,9754.9KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.04%$254,9252.8KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.04%$736,7046.6KQ1 2026OLDER
Hardy Reed LLC$1.4B AUM0.04%$562,5735.0KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.04%$482,6621.4KQ2 2026
North Star Investment Management Corp.$1.7B AUM0.04%$606,3665.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.04%$9M76.8KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.04%$204,1431.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.03%$20M175.7KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.03%$12M103.2KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$686,5367.4KQ4 2025OLDER
Boston Partners$95.5B AUM0.03%$31M272.8KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.03%$19M168.4KQ1 2026OLDER
Financial Enhancement Group LLC$839M AUM0.03%$266,664800Q2 2026
MARSHALL WACE, LLP$100.4B AUM0.03%$31M276.6KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.03%$21M188.7KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.03%$6M61.8KQ4 2025OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.03%$384,0754.1KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.03%$3M27.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.03%$48M425.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$32M281.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M13.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$22M203.4KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.02%$336,8703.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$3M25.7KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.02%$393,0153.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$382M3.40MQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.02%$87,666263Q2 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$44M395.8KQ1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.02%$183,332550Q2 2026
CANANDAIGUA NATIONAL CORP$1.1B AUM0.02%$203,8061.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$968,8388.6KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.02%$443,0963.9KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$5M47.0KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.02%$2M20.7KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$1M12.9KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.02%$2M18.6KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$210,4311.9KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.02%$38,853346Q1 2026OLDER
COOPER INVESTORS PTY LTD$218M AUM0.02%$34,333103Q2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.02%$18M157.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$380,6631.1KQ2 2026
CVA Family Office, LLC$950M AUM0.01%$118,3541.1KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M10.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$10M85.0KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.01%$15M138.6KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$6M49.4KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$496,2844.4KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$12M109.1KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.01%$27,810300Q4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M9.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$1M10.5KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.01%$2M16.0KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$827,4657.4KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.01%$3M23.9KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$6M54.7KQ1 2026OLDER
Foster Group, Inc.$3.8B AUM0.01%$306,997921Q2 2026
Advisors Asset Management, Inc.$6.0B AUM0.01%$482,0614.3KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$24M210.3KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$479,6034.3KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M15.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$47M418.3KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$905,9568.1KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$30,543272Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$44,354395Q1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M12.2KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$480,4894.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$44M391.9KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$4M34.2KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$34M304.3KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$8M72.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$58,952525Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$4M36.0KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$233,3392.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$486,8744.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$184,967791Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$9M102.0KQ4 2025OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$24,143215Q1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$371,6803.3KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$25,265225Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$110,381983Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M27.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$595,5865.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M20.5KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$4,60441Q1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.00%$449,2684.0KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$338,8913.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$130,1941.2KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$1M16.1KQ4 2025OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$99,999300Q2 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$13M117.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$18,752167Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$29M259.0KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M24.1KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$474,2014.2KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.00%$254,1122.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$165,9651.5KQ2 2026
Merit Financial Group, LLC$13.5B AUM0.00%$386,8383.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$174,4991.6KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$449,1604.0KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$9,54585Q1 2026OLDER
MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM0.00%$5,06145Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$211,1051.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M15.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8M68.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M28.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M11.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$17M152.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$430,8573.8KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$393,6893.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$13M116.7KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$98,141874Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M14.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$27M244.4KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.00%$2,35821Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2,58723.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$104,8441.1KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M125.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M80.4KQ2 2026
Bell Investment Advisors, Inc$639M AUM0.00%$10,44393Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$205,3781.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$58,054517Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$12,016107Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$25M264.9KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$3,59332Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M19.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$116,8381.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$943,5108.4KQ1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.00%$7,74969Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$471,6184.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$795,5757.1KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M10.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M39.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$920,5448.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M49.0KQ1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$2,01318Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$61,852551Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$86,916743Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$291,4202.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$315,9842.8KQ1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$1,68415Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$149,0301.6KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$485,4744.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M15.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M18.5KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$6,06454Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,95153Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$4,44247Q3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$379,2033.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$497,3254.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$294,3122.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$607,2645.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$838,8067.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$379,0243.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$788,0307.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M28.3KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$211,7151.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$10M90.2KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$110,031941Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$5M43.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$74,112660Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$82,308733Q2 2026
Glen Eagle Advisors, LLC$714M AUM0.00%$2,02118Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$18,185161Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$460,1974.1KQ1 2026OLDER
EFG International AG$4.7B AUM0.00%$12,352110Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$241,0692.1KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,79716Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$337,6443.6KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$207,0002.2KQ3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$12,325130Q3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2,36021Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$839,4507.5KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$5,31147Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5,95153Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$16,323140Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$578,0776.2KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$425,2433.8KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$482,6234.3KQ1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$22,683202Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$8M75.7KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$7026Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,94144Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M16.2KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$413,1093.7KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$5,50249Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$42,112375Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$162,8841.7KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$6,17655Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$8,30974Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$6336Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$35,596317Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$10,197110Q4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$58,952525Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$2,80825Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,0119Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$2482Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM$00Q1 2026OLDER

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