SEC 13F Intelligence

SNNSMITH & NEPHEW PLC

CUSIP 83175M205 · Yahoo Finance ↗ · Google Finance ↗

Smith & Nephew PLC (SNN) has 277 institutional holders in Filings Flow’s 13F database, together reporting 32.43M shares worth $995M as of Q1 2026. The largest reported holders are River Road Asset Management, LLC, Goldman Sachs Group Inc, and Bank Of Montreal /Can/.

Institutional Holders
277
Q1 2026
Reported Value
$995M
Ticker
SNN
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 179Q4 ’18Q1 ’19: 195Q2 ’19: 195Q2 ’19Q3 ’19: 192Q2 ’21: 205Q2 ’21Q4 ’21: 198Q4 ’22: 183Q4 ’22Q4 ’25: 258Q1 ’26: 277Q1 ’26Q2 ’26: 18filingsflow.com
Total reported value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.3BQ2 ’19: $1.4BQ2 ’19Q3 ’19: $1.6BQ2 ’21: $2.6BQ2 ’21Q4 ’21: $2.5BQ4 ’22: $752MQ4 ’22Q4 ’25: $1.0BQ1 ’26: $995MQ1 ’26Q2 ’26: $23Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Transmarket Holdings LP$137M AUM5.78%$8M241.0KQ1 2026OLDER
Lorne Steinberg Wealth Management Inc.$422M AUM2.01%$8M266.4KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM1.68%$7M220.0KQ1 2026OLDER
Henry James International Management Inc.$334M AUM1.29%$4M149.9KQ2 2026
ABC ARBITRAGE SA$753M AUM1.23%$9M290.7KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM1.17%$103M3.24MQ1 2026OLDER
South Street Advisors LLC$690M AUM0.99%$7M215.3KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.90%$6M181.1KQ4 2025OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.87%$44M1.39MQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.85%$1M36.9KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.53%$10M300.6KQ4 2025OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.37%$30M953.1KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.30%$43M1.34MQ1 2026OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.28%$1M45.2KQ4 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.27%$1M33.8KQ4 2025OLDER
Miller Global Investments, LLC$121M AUM0.24%$295,07210.2KQ2 2026
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.22%$11M360.0KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM0.21%$586,73918.5KQ1 2026OLDER
Corient IA LLC$106M AUM0.18%$189,4096.0KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.17%$7M226.7KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.17%$6M173.3KQ1 2026OLDER
Seed Wealth Management, Inc.$145M AUM0.17%$240,5757.6KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.16%$213,5077.3KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.14%$2M69.9KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.14%$376,93611.9KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.13%$655,30420.6KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.12%$56M1.77MQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.12%$537,19118.6KQ2 2026
Plan A Wealth LLC$209M AUM0.11%$234,7277.4KQ1 2026OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM0.11%$6M171.6KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.11%$5M154.3KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.10%$622,15719.6KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.10%$7M209.0KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.10%$208,3785.7KQ3 2025OLDER
Ridgewood Investments LLC$244M AUM0.10%$239,1137.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.08%$3M93.3KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM0.08%$1M30.7KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.07%$242,1327.6KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.07%$21M580.2KQ3 2025OLDER
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.06%$2M55.4KQ1 2026OLDER
Heritage Investment Group, Inc.$661M AUM0.06%$417,78013.1KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.06%$1M28.8KQ3 2025OLDER
TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM0.05%$840,10426.4KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.05%$263,2978.3KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.04%$543,94117.1KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.04%$228,6537.0KQ4 2025OLDER
Marotta Asset Management$601M AUM0.04%$265,1789.2KQ2 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.04%$3M93.9KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.04%$293,7439.2KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.04%$9M275.5KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.03%$601,75418.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$1M34.9KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$998,47231.4KQ1 2026OLDER
Hara Capital LLC$200M AUM0.03%$62,1932.0KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$400,89611.0KQ3 2025OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M41.5KQ1 2026OLDER
Quadcap Wealth Management, LLC$879M AUM0.03%$259,4287.9KQ4 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$570,16517.9KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.03%$392,13312.3KQ1 2026OLDER
Perpetual Ltd$6.5B AUM0.03%$2M54.6KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.03%$71M2.24MQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.03%$351,96311.1KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.03%$3M80.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.03%$6M200.6KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M65.5KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.02%$276,1078.7KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$725,76022.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$541,97617.1KQ1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.02%$38,7281.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$236,3868.2KQ2 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$200,9456.3KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M52.8KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.02%$446,19114.0KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.02%$83,8622.6KQ2 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$29M911.7KQ1 2026OLDER
SCHARF INVESTMENTS, LLC$3.2B AUM0.02%$560,49817.6KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$1M44.7KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.02%$682,47621.5KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.02%$451,81614.2KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.02%$1M34.7KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$975,51630.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$851,60926.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$9M278.2KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.01%$1M40.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$239,7487.5KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.01%$254,2728.0KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$816,74625.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$426,39313.4KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$29,937942Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$539,07716.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$23M738.9KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$5M166.9KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.01%$27,068825Q4 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$506,12615.4KQ4 2025OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.01%$251,3456.9KQ3 2025OLDER
Brentview Investment Management LLC$231M AUM0.01%$22,246700Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$78M2.46MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M61.0KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$446,47813.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$28M888.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M58.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$866,83127.3KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$389,83712.1KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$983,11430.9KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$36,7381.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$390,98912.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$479,21115.1KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.01%$2M55.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$38,6441.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$33M1.05MQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$575,37718.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M153.4KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M193.0KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$8,989312Q2 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$204,2516.4KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$354,56911.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$11M343.5KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$92,4162.9KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$235,0757.3KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$15,732495Q1 2026OLDER
SATURNA CAPITAL CORP$7.1B AUM0.01%$390,98912.3KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$609,98919.2KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M32.7KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$229,9327.0KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$647,86720.4KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$411,55112.9KQ1 2026OLDER
EQUITY INVESTMENT CORP$5.1B AUM0.00%$230,1517.2KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$118,2364.1KQ2 2026
Intentional Wealth Strategies, LLC$107M AUM0.00%$4,672147Q1 2026OLDER
NFSG Corp$608M AUM0.00%$25,424800Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$89,4922.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$326,95310.3KQ1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.00%$4,809151Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$224,0916.2KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$15M463.5KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$39,1531.4KQ2 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$216,6456.6KQ4 2025OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$28,560787Q3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M127.7KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$260,3087.2KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$59M1.79MQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$95,2073.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$26M814.9KQ1 2026OLDER
JARISLOWSKY, FRASER Ltd$18.2B AUM0.00%$622,37317.1KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$7M204.7KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$4,481141Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$677,26421.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$16M517.7KQ2 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$11,600365Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$39M1.24MQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$171,3265.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M75.6KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$9,343294Q1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$232,5787.1KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$585,64118.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$28,508887Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$449,64214.1KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.00%$9,470298Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$422,42013.3KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$100,3933.2KQ1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$6M182.3KQ4 2025OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$23,835750Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M100.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M45.8KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$275,3708.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$120,4833.3KQ3 2025OLDER
Boston Partners$95.5B AUM0.00%$2M59.3KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$423,57513.3KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$3,750118Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$67,1362.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$11M337.1KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$387,39510.7KQ3 2025OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.00%$201,3316.3KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$584,50318.4KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$327,07810.3KQ1 2026OLDER
Clean Yield Group$355M AUM0.00%$5,742175Q4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$404,35012.3KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$10M326.3KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$2,57771Q3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M50.5KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2,69082Q4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,466155Q2 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$216,5406.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$73,8002.3KQ2 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$250,4387.6KQ4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,767150Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,36743Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$258,9448.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M37.3KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$866,24827.3KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$212,2276.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$576,95618.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$329,74110.1KQ4 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$8,263260Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$791,36225.1KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$2,06665Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$604,45619.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$989,26130.9KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$61,9061.9KQ4 2025OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$9,534300Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$261,1577.2KQ3 2025OLDER
FMR LLC$1.90T AUM0.00%$19M605.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,02095Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$231,9007.3KQ2 2026
Cetera Investment Advisers$94.0B AUM0.00%$770,85124.3KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$9,979314Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$14,110444Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$60,8271.9KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$191,8886.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M76.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$67,9152.1KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$4,965156Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$19,068600Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$496,56215.6KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$358,60311.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$42,8091.3KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$1,30341Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$125,5523.8KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M105.6KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$15,000472Q1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$2,873100Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$23,454738Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$9,287289Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$1,57248Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$311,1539.8KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$76,0172.4KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$205,0255.7KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$3M80.6KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$19,036599Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$403,38312.7KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$10,488289Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$814,19525.7KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$66721Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$8,227255Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$59118Q4 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$548,61817.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$328,98710.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$249,8507.9KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$46114.5KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$79525Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$469,00914.8KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,05196Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2,03464Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$18M568.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M75.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M148.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$162,7105.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$659,11720.7KQ1 2026OLDER
Burk Holdings LLC$233M AUM0.00%$63620Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$354,03911.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$227,0006.3KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M32.7KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$265,3638.3KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$422,51213.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$529,92516.7KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,15536Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M40.3KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$1,90760Q1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$260,7468.2KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,53549Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$5,939181Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$48,3711.5KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$9,026284Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,80656Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$32810Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$31,430989Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$695,68921.7KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,09766Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$42,6821.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$47,9691.5KQ1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.00%$1,43145Q1 2026OLDER
Key FInancial Inc$562M AUM0.00%$66721Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$66323Q2 2026
TD Capital Management LLC$1.1B AUM0.00%$1,24039Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$3M99.9KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$2027Q2 2026
UMB Bank, n.a.$7.2B AUM0.00%$7,850247Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$66821Q1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$68921Q4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$66821Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$953Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2,92492Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$185,2465.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$51,6791.6KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$83,0522.6KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,20838Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$66821Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$2548Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$302,1649.5KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$70922Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$89028Q1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.00%$3,664116Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$9,188289Q1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$43612Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,44150Q2 2026
Arlington Trust Co LLC$1.2B AUM0.00%$49017Q2 2026
Glen Eagle Advisors, LLC$714M AUM0.00%$2839Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$1595Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$268,7478.2KQ4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,843161Q3 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$34911Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$1,97763Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$41313Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$11,663367Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$2869Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$11,759370Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$2227Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,17637Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$1,74248Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$22,373704Q1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.00%$1464Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$14,459455Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$41413Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$2598Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$63620Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,71053Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2,62580Q4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$1595Q1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$2548Q1 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.