SEC 13F Intelligence

SNYSANOFI SA

CUSIP 80105N105 · Yahoo Finance ↗ · Google Finance ↗

Sanofi SA (SNY) has 735 institutional holders in Filings Flow’s 13F database, together reporting 206.23M shares worth $9.7B as of Q1 2026. The largest reported holders are Dodge & Cox, Fisher Asset Management, LLC, and Bank Of America Corp /De/.

Institutional Holders
735
Q1 2026
Reported Value
$9.7B
Ticker
SNY
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 440Q4 ’18Q1 ’19: 424Q2 ’19: 427Q2 ’19Q3 ’19: 431Q2 ’21: 530Q2 ’21Q4 ’21: 562Q4 ’22: 602Q4 ’22Q4 ’25: 729Q1 ’26: 735Q1 ’26Q2 ’26: 42filingsflow.com
Total reported value
Q4 ’18: $11.1BQ4 ’18Q1 ’19: $11.3BQ2 ’19: $10.7BQ2 ’19Q3 ’19: $8.8BQ2 ’21: $10.3BQ2 ’21Q4 ’21: $25.1BQ4 ’22: $7.8BQ4 ’22Q4 ’25: $10.1BQ1 ’26: $9.7BQ1 ’26Q2 ’26: $211Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Regal Partners Ltd$1.8B AUM6.67%$123M2.55MQ1 2026OLDER
MANAGED ASSET PORTFOLIOS, LLC$834M AUM3.92%$33M678.4KQ1 2026OLDER
Mondrian Investment Partners LTD$6.7B AUM3.63%$243M5.04MQ1 2026OLDER
Callodine Capital Management, LP$1.4B AUM2.89%$33M698.0KQ3 2025OLDER
EQUITY INVESTMENT CORP$5.1B AUM2.51%$128M2.66MQ1 2026OLDER
SUPERSTRING CAPITAL MANAGEMENT LP$140M AUM2.34%$2M50.4KQ3 2025OLDER
Altrius Capital Management Inc$503M AUM2.12%$11M221.5KQ1 2026OLDER
SPHERA FUNDS MANAGEMENT LTD.$630M AUM2.06%$13M269.5KQ1 2026OLDER
Fusion Capital, LLC$371M AUM1.97%$7M151.5KQ1 2026OLDER
Vestal Point Capital, LP$3.6B AUM1.89%$67M1.40MQ1 2026OLDER
Strategic Planning, Inc.$199M AUM1.75%$3M72.3KQ1 2026OLDER
Goodman Financial Corp$582M AUM1.69%$10M204.1KQ1 2026OLDER
Sio Capital Management, LLC$697M AUM1.66%$12M239.7KQ1 2026OLDER
Taproot Management LP$530M AUM1.65%$10M210.4KQ4 2025OLDER
Willis Investment Counsel$1.8B AUM1.59%$29M604.0KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM1.45%$8M167.3KQ4 2025OLDER
NICHOLAS COMPANY, INC.$5.1B AUM1.42%$72M1.50MQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM1.39%$2M52.3KQ2 2026
GFS Advisors, LLC$1.6B AUM1.28%$10M163.0KQ1 2026OLDER
SSA SWISS ADVISORS AG$215M AUM1.27%$3M56.6KQ4 2025OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM1.27%$179M3.72MQ1 2026OLDER
Redwood Grove Capital, LLC$310M AUM1.27%$4M81.6KQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM1.08%$2M37.8KQ1 2026OLDER
GRANDFIELD & DODD, LLC$1.8B AUM1.05%$19M387.2KQ1 2026OLDER
Hutchinson Financial Advisors, INC$102M AUM1.04%$1M22.4KQ3 2025OLDER
XY Capital Ltd$101M AUM1.01%$2M33.3KQ4 2025OLDER
Raleigh Capital Management Inc.$290M AUM0.94%$3M56.8KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.94%$5M96.4KQ3 2025OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.93%$3M55.5KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.93%$284M5.89MQ1 2026OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.90%$15M316.9KQ1 2026OLDER
PFM Health Sciences, LP$1.1B AUM0.85%$9M176.4KQ4 2025OLDER
Guardian Partners Inc.$1.2B AUM0.82%$10M204.1KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.81%$58M1.19MQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.81%$11M233.6KQ1 2026OLDER
DODGE & COX$182.0B AUM0.78%$1.4B29.50MQ1 2026OLDER
Northwest Bancshares, Inc.$502M AUM0.78%$4M81.3KQ1 2026OLDER
Manhattan West Asset Management, LLC$511M AUM0.75%$4M79.2KQ1 2026OLDER
Glass Wealth Management Co LLC$258M AUM0.73%$2M38.9KQ1 2026OLDER
BECKER CAPITAL MANAGEMENT INC$3.4B AUM0.70%$24M496.4KQ1 2026OLDER
Arjuna Capital$393M AUM0.70%$3M57.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.70%$9M191.2KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.69%$692,92514.4KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.69%$2M34.6KQ1 2026OLDER
R Squared Ltd$182M AUM0.69%$1M26.0KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.64%$33M683.5KQ1 2026OLDER
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.63%$51M1.06MQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.63%$13M270.8KQ3 2025OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.61%$1M11.5KQ4 2025OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.57%$9M182.1KQ1 2026OLDER
Athena Wealth Management, LLC$122M AUM0.56%$679,86814.1KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.55%$5M107.3KQ1 2026OLDER
Storgate, LLC$127M AUM0.55%$698,03214.5KQ1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.54%$100M2.09MQ1 2026OLDER
Stelac Advisory Services LLC$494M AUM0.54%$3M56.6KQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.53%$3M60.0KQ1 2026OLDER
First Bank & Trust$680M AUM0.53%$4M83.9KQ2 2026
Old Port Advisors$434M AUM0.52%$2M46.6KQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.49%$5M96.1KQ1 2026OLDER
Providence Capital Advisors, LLC$613M AUM0.49%$3M62.6KQ1 2026OLDER
HF Advisory Group, LLC$323M AUM0.49%$2M37.3KQ2 2026
AUGUSTINE ASSET MANAGEMENT INC$444M AUM0.49%$2M45.0KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.48%$4M83.1KQ1 2026OLDER
Avantra Family Wealth, Inc.$134M AUM0.47%$629,52013.1KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.47%$4M75.0KQ1 2026OLDER
Meriwether Wealth & Planning, LLC$202M AUM0.46%$837,17617.4KQ1 2026OLDER
Hudson Portfolio Management LLC$119M AUM0.46%$540,82111.2KQ1 2026OLDER
TWIN CITY PRIVATE WEALTH, LLC$132M AUM0.45%$587,26712.2KQ1 2026OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.44%$757,52715.6KQ4 2025OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.44%$1M28.8KQ1 2026OLDER
Trivant Custom Portfolio Group, LLC$182M AUM0.42%$770,39816.0KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.41%$26M534.5KQ1 2026OLDER
Blume Capital Management, Inc.$588M AUM0.40%$2M48.5KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.39%$58M1.20MQ4 2025OLDER
Code Waechter LLC$168M AUM0.39%$649,90013.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.37%$229M4.75MQ1 2026OLDER
Burford Brothers, Inc.$244M AUM0.37%$859,18218.2KQ3 2025OLDER
CRUX WEALTH ADVISORS$261M AUM0.35%$924,76019.2KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.35%$495,09810.3KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.34%$8M163.6KQ1 2026OLDER
EagleClaw Capital Managment, LLC$714M AUM0.34%$2M50.8KQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.34%$4M80.7KQ1 2026OLDER
GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM0.32%$2M43.6KQ3 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.31%$111M2.31MQ1 2026OLDER
J.M. Arbour, LLC$104M AUM0.31%$323,4816.7KQ1 2026OLDER
SPWM Advisors LLC$115M AUM0.31%$357,0718.3KQ1 2026OLDER
MOTCO$1.1B AUM0.31%$3M69.4KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.29%$29M593.3KQ1 2026OLDER
ATLANTIC FAMILY WEALTH, LLC$138M AUM0.29%$404,8088.4KQ1 2026OLDER
Corient IA LLC$106M AUM0.29%$307,8706.4KQ1 2026OLDER
American State Bank (Iowa)$247M AUM0.29%$599,07012.4KQ1 2026OLDER
IFS Group,LLC$112M AUM0.29%$321,5056.7KQ1 2026OLDER
Keystone Financial Planning, Inc.$374M AUM0.28%$1M22.0KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.28%$530,94411.0KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.28%$94M1.94MQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.27%$12M243.5KQ1 2026OLDER
American Assets Investment Management, LLC$1.5B AUM0.26%$4M80.0KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.26%$13M265.1KQ1 2026OLDER
Thomasville National Bank$1.6B AUM0.26%$4M85.6KQ4 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.26%$14M300.0KQ1 2026OLDER
TI-TRUST, INC$168M AUM0.25%$420,7568.7KQ1 2026OLDER
Phillips Wealth Planners LLC$133M AUM0.25%$330,9487.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.25%$107M2.22MQ1 2026OLDER
Tranquilli Financial Advisor LLC$171M AUM0.25%$420,4198.7KQ1 2026OLDER
EPG Wealth Management LLC$369M AUM0.24%$903,13418.7KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM0.23%$641,28913.3KQ1 2026OLDER
BINGHAM PRIVATE WEALTH, LLC$126M AUM0.23%$286,2375.9KQ1 2026OLDER
Keystone Financial Services$341M AUM0.22%$764,44615.9KQ1 2026OLDER
Cohen Investment Advisors LLC$210M AUM0.22%$456,7469.5KQ1 2026OLDER
CERTIOR FINANCIAL GROUP, LLC$157M AUM0.21%$315,4266.5KQ4 2025OLDER
Alan B Lancz & Associates, Inc.$103M AUM0.21%$242,3005.0KQ4 2025OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.21%$2M33.5KQ1 2026OLDER
Kentucky Trust Co$191M AUM0.21%$400,3768.3KQ1 2026OLDER
CGN Advisors LLC$1.4B AUM0.21%$3M54.3KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.21%$4M89.6KQ1 2026OLDER
Leisure Capital Management$286M AUM0.21%$586,78512.2KQ1 2026OLDER
ADVISORTRUST PARTNERS, LLC$240M AUM0.20%$487,72610.1KQ1 2026OLDER
Colonial River Investments, LLC$279M AUM0.20%$561,39311.7KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.20%$2M42.0KQ1 2026OLDER
Stablepoint Partners, LLC$723M AUM0.20%$1M33.4KQ2 2026
Larry Mathis Financial Planning, LLC$112M AUM0.19%$216,1354.5KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.19%$1M31.7KQ3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.19%$291,5376.1KQ1 2026OLDER
Great Lakes Retirement, Inc.$967M AUM0.19%$2M37.6KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.19%$551M11.44MQ1 2026OLDER
RENAISSANCE GROUP LLC$2.4B AUM0.19%$4M92.5KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.18%$327,1426.8KQ1 2026OLDER
Brucke Financial, Inc.$197M AUM0.18%$334,0836.9KQ4 2025OLDER
TANG CAPITAL MANAGEMENT LLC$2.0B AUM0.18%$5M100.0KQ3 2025OLDER
Boston Partners$95.5B AUM0.18%$173M3.60MQ1 2026OLDER
Probity Advisors, Inc.$631M AUM0.18%$1M23.7KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.18%$1M26.0KQ1 2026OLDER
Persistent Asset Partners Ltd$268M AUM0.18%$479,1989.9KQ1 2026OLDER
Mezzasalma Advisors, LLC$391M AUM0.17%$656,01913.6KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.16%$266,1465.5KQ1 2026OLDER
GUARDIAN CAPITAL LP$3.8B AUM0.16%$6M125.3KQ1 2026OLDER
First County Bank /CT/$213M AUM0.16%$303,2626.3KQ4 2025OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.16%$2M43.4KQ1 2026OLDER
Investors Research Corp$523M AUM0.16%$818,72317.0KQ1 2026OLDER
JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM0.15%$1M25.6KQ1 2026OLDER
REGATTA CAPITAL GROUP, LLC$661M AUM0.15%$988,44420.5KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.15%$692,10614.4KQ1 2026OLDER
Cerro Pacific Wealth Advisors LLC$381M AUM0.15%$558,84011.6KQ1 2026OLDER
Manske Wealth Management$357M AUM0.15%$520,92210.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.14%$17M352.0KQ1 2026OLDER
Keudell/Morrison Wealth Management$489M AUM0.14%$679,47414.1KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.14%$5M102.9KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.14%$2M42.4KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.14%$860,88017.9KQ1 2026OLDER
PING CAPITAL MANAGEMENT, INC.$350M AUM0.14%$481,80010.0KQ1 2026OLDER
Wynn Capital, LLC$224M AUM0.14%$307,5797.2KQ2 2026
Forza Wealth Management, LLC$287M AUM0.14%$392,4268.1KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.14%$9M190.5KQ1 2026OLDER
Gallacher Capital Management LLC$261M AUM0.13%$349,4617.3KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.13%$2M38.1KQ1 2026OLDER
Paragon Private Wealth Management, LLC$320M AUM0.13%$424,0808.8KQ1 2026OLDER
Cherokee Insurance Co$263M AUM0.13%$347,5227.2KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.13%$6M130.2KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.13%$11M236.5KQ1 2026OLDER
Nolet Wealth Management, LLC$176M AUM0.13%$225,9624.7KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.13%$2M45.8KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.13%$3M54.7KQ4 2025OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.12%$398,6908.3KQ1 2026OLDER
Diameter Capital Partners LP$1.1B AUM0.12%$1M28.0KQ4 2025OLDER
Evelyn Partners Asset Management Ltd$406M AUM0.12%$501,74710.4KQ1 2026OLDER
GENESIS PRIVATE WEALTH, LLC$318M AUM0.12%$388,1388.1KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.12%$592,08412.3KQ1 2026OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.12%$4M81.4KQ1 2026OLDER
SEARLE & CO.$398M AUM0.12%$481,80010.0KQ1 2026OLDER
Park Place Capital Corp$499M AUM0.12%$603,35812.5KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.12%$717,43114.9KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.12%$8M157.3KQ1 2026OLDER
Harrington Investments, INC$190M AUM0.12%$224,3744.7KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.12%$337,4057.0KQ1 2026OLDER
First Affirmative Financial Network$258M AUM0.12%$296,6026.2KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.11%$2M31.6KQ1 2026OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.11%$5M110.1KQ1 2026OLDER
Lantz Financial LLC$546M AUM0.11%$609,09914.3KQ2 2026
Sunpointe, LLC$305M AUM0.11%$337,0197.0KQ1 2026OLDER
Richard C. Young & CO., LTD.$1.2B AUM0.11%$1M27.4KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.11%$33M680.0KQ4 2025OLDER
INTRUST BANK NA$1.2B AUM0.11%$1M27.6KQ1 2026OLDER
Carr Financial Group Corp$379M AUM0.11%$405,4658.4KQ4 2025OLDER
Cromwell Holdings LLC$178M AUM0.11%$188,5773.9KQ1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.10%$4M75.0KQ1 2026OLDER
Greenfield Seitz Capital Management, LLC$332M AUM0.10%$346,6557.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.10%$3M68.6KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.10%$781,33516.2KQ1 2026OLDER
Raab & Moskowitz Asset Management LLC$450M AUM0.10%$448,4119.3KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.10%$5M93.7KQ1 2026OLDER
Voya Financial Advisors, Inc.$1.0B AUM0.10%$971,87820.8KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.10%$1M29.0KQ1 2026OLDER
Whetstone Capital Advisors, LLC$288M AUM0.10%$278,1915.8KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.10%$416,2718.6KQ4 2025OLDER
Revisor Wealth Management LLC$362M AUM0.10%$347,5237.2KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.10%$242,4455.0KQ4 2025OLDER
Navigation Group, LLC$427M AUM0.09%$400,6298.3KQ1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.09%$3M54.7KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.09%$391,3668.1KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.09%$468,1179.7KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.09%$3M63.0KQ3 2025OLDER
MidWestOne Financial Group, Inc.$900M AUM0.09%$805,45416.6KQ4 2025OLDER
BANK OF STOCKTON$323M AUM0.09%$312,2286.4KQ4 2025OLDER
FULTON BANK, N.A.$3.3B AUM0.09%$3M68.2KQ2 2026
Aaron Wealth Advisors LLC$1.8B AUM0.09%$2M32.5KQ1 2026OLDER
PCM Encore, LLC$486M AUM0.09%$430,4888.9KQ1 2026OLDER
Newport Trust Company, LLC$40.7B AUM0.09%$36M738.0KQ1 2026OLDER
Hilltop National Bank$468M AUM0.09%$408,3429.6KQ2 2026
Bridgefront Capital, LLC$402M AUM0.09%$293,1126.2KQ3 2025OLDER
Ellevest, Inc.$719M AUM0.09%$616,27012.8KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.08%$517,30910.7KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.08%$345M7.17MQ1 2026OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.08%$230,2894.9KQ3 2025OLDER
New Republic Capital, LLC$297M AUM0.08%$313,1496.5KQ4 2025OLDER
Interchange Capital Partners, LLC$317M AUM0.08%$261,7324.7KQ1 2026OLDER
BankPlus Trust Department$374M AUM0.08%$308,3526.4KQ1 2026OLDER
FOCUSED ALPHA, LLC$324M AUM0.08%$264,4545.5KQ1 2026OLDER
Hara Capital LLC$200M AUM0.08%$163,2343.4KQ1 2026OLDER
FULLCIRCLE WEALTH LLC$284M AUM0.08%$227,2324.6KQ3 2025OLDER
Atria Investments, Inc$8.9B AUM0.08%$7M146.1KQ1 2026OLDER
West Family Investments, Inc.$285M AUM0.08%$219,5564.6KQ1 2026OLDER
Bard Financial Services, Inc.$911M AUM0.08%$695,02014.7KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.07%$179M3.71MQ1 2026OLDER
Bank OZK$283M AUM0.07%$210,4984.4KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.07%$394,5948.2KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.07%$696,68314.5KQ1 2026OLDER
Bulltick Wealth Management, LLC$453M AUM0.07%$328,4916.8KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.07%$186,9103.9KQ4 2025OLDER
Aspen Grove Capital, LLC$514M AUM0.07%$372,2387.7KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.07%$1M22.9KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.07%$4M79.0KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.07%$5M93.9KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.07%$306,0406.3KQ4 2025OLDER
DCF Advisers, LLC$375M AUM0.07%$264,9905.5KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.07%$21M426.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.07%$19M403.8KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.07%$3M61.3KQ1 2026OLDER
Planned Solutions, Inc.$306M AUM0.07%$216,2294.5KQ4 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.07%$1M26.9KQ1 2026OLDER
E&G Advisors, LP$449M AUM0.07%$308,2566.4KQ1 2026OLDER
BEACON FINANCIAL GROUP$1.0B AUM0.07%$674,10114.0KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.06%$479,0069.9KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$3M73.9KQ3 2025OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.06%$460,9869.6KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.06%$2M37.0KQ1 2026OLDER
Bond & Devick Financial Network, Inc.$358M AUM0.06%$224,2304.7KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.06%$6M115.7KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.06%$6M122.7KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.06%$108,0682.2KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.06%$4M78.4KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.06%$708,78114.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$1M26.9KQ4 2025OLDER
VIKING FUND MANAGEMENT LLC$976M AUM0.06%$578,16012.0KQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.06%$3M56.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.06%$184M3.81MQ1 2026OLDER
LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM0.06%$336,3937.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.06%$88M1.83MQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.05%$1M27.8KQ3 2025OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.05%$440,5099.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$103M2.15MQ1 2026OLDER
Foyston, Gordon & Payne Inc$434M AUM0.05%$229,0964.8KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.05%$40M833.8KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.05%$145,3803.0KQ4 2025OLDER
Argent Trust Co$2.9B AUM0.05%$2M31.2KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.05%$3M53.3KQ1 2026OLDER
Bank & Trust Co$148M AUM0.05%$74,9201.6KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.05%$4M87.9KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.05%$222,5444.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.05%$25M509.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.05%$186M3.86MQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.05%$9M194.9KQ1 2026OLDER
BANK OF HAWAII$1.9B AUM0.05%$942,50119.6KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.05%$30M622.6KQ1 2026OLDER
May Hill Capital, LLC$371M AUM0.05%$374,4987.7KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.05%$319M6.62MQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.05%$87,0081.8KQ4 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.05%$540,82111.2KQ1 2026OLDER
Patten Group, Inc.$575M AUM0.05%$279,2685.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.05%$27M562.9KQ1 2026OLDER
BSW Wealth Partners$819M AUM0.05%$391,8488.1KQ1 2026OLDER
FLC Capital Advisors$560M AUM0.05%$267,0625.5KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.05%$1M29.0KQ4 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.05%$62,5241.30MQ1 2026OLDER
Kendall Capital Management$488M AUM0.04%$218,7374.5KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.04%$769,48316.0KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.04%$214,1644.4KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.04%$1M22.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.04%$1M30.5KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.04%$3M69.3KQ4 2025OLDER
HOLDERNESS INVESTMENTS CO$498M AUM0.04%$213,7694.5KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.04%$11M224.1KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$251,5965.2KQ1 2026OLDER
Stokes Family Office, LLC$969M AUM0.04%$409,7238.5KQ1 2026OLDER
JGP Wealth Management, LLC$1.1B AUM0.04%$403,1878.3KQ4 2025OLDER
Archer Investment Corp$469M AUM0.04%$196,1894.1KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.04%$6M115.3KQ1 2026OLDER
Beacon Bank & Trust$518M AUM0.04%$212,7455.0KQ2 2026
TRUIST FINANCIAL CORP$74.2B AUM0.04%$30M629.2KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.04%$2M50.9KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.04%$88,0201.8KQ4 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.04%$2M41.5KQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$754M AUM0.04%$302,5226.3KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.04%$382,4057.9KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.04%$289,9506.1KQ3 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.04%$2M35.7KQ1 2026OLDER
Dorsey & Whitney Trust CO LLC$1.8B AUM0.04%$723,71215.0KQ1 2026OLDER
Leonard Rickey Investment Advisors P.L.L.C.$578M AUM0.04%$229,3444.8KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM0.04%$88,8931.8KQ2 2026
AssuredPartners Investment Advisors, LLC$919M AUM0.04%$361,3327.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.04%$438,33210.3KQ2 2026
Basecamp Wealth Advisors LLC$469M AUM0.04%$179,0113.7KQ2 2026
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.04%$2M37.0KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.04%$246,6755.4KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.04%$2M35.5KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.04%$578,95512.4KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.04%$358,3448.4KQ2 2026
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.04%$498,56710.3KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.04%$13M271.5KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.04%$94,2061.9KQ4 2025OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.04%$290,0886.8KQ2 2026
CWA Asset Management Group, LLC$2.9B AUM0.04%$991,68520.5KQ4 2025OLDER
&PARTNERS$20.2B AUM0.04%$7M151.9KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.04%$22M457.9KQ1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$589M AUM0.04%$208,4264.3KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.04%$96,3602.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.04%$2M33.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.03%$967,80520.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.03%$38M783.3KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.03%$3M60.0KQ1 2026OLDER
Maia Wealth LLC$591M AUM0.03%$202,7414.2KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.03%$232,4184.8KQ2 2026
NLB Skladi, upravljanje premozenja, d.o.o.$2.1B AUM0.03%$710,17314.7KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.03%$11M240.8KQ1 2026OLDER
Arista Wealth Management, LLC$927M AUM0.03%$313,7647.4KQ2 2026
Portside Wealth Group, LLC$738M AUM0.03%$248,2235.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.03%$32M678.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.03%$457M9.48MQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.03%$321,5056.7KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.03%$140,6372.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M57.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.03%$6M123.1KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.03%$1M28.8KQ1 2026OLDER
CDKV HOLDINGS LLC$114M AUM0.03%$36,135750Q1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.03%$497,49010.3KQ4 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.03%$2M44.2KQ1 2026OLDER
Wellington Grp LLC$300M AUM0.03%$94,2061.9KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.03%$19M396.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.03%$165M3.42MQ2 2026
Snowden Capital Advisors LLC$3.8B AUM0.03%$1M24.2KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.03%$346,3157.2KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.03%$99,9242.1KQ4 2025OLDER
COURIER CAPITAL LLC$1.8B AUM0.03%$538,55611.2KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.03%$327,9316.8KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.03%$642,13013.3KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.03%$2M36.1KQ1 2026OLDER
Symphony Financial, Ltd. Co.$755M AUM0.03%$214,3914.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.03%$106M2.21MQ1 2026OLDER
National Philanthropic Trust$3.8B AUM0.03%$1M21.4KQ2 2026
BENJAMIN EDWARDS INC$10.1B AUM0.03%$3M58.1KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.03%$2M39.2KQ1 2026OLDER
Indiana Trust & Investment Management Co$324M AUM0.03%$89,0371.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.03%$3M57.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.03%$25M527.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.03%$114M2.36MQ1 2026OLDER
WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM0.03%$334,1726.9KQ1 2026OLDER
Clark Asset Management, LLC$1.3B AUM0.03%$258,8255.3KQ4 2025OLDER
Gradient Investments LLC$7.2B AUM0.03%$2M34.8KQ4 2025OLDER
Advyzon Investment Management, LLC$1.1B AUM0.03%$298,5726.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.03%$152M3.16MQ1 2026OLDER
OARSMAN CAPITAL, INC.$806M AUM0.03%$204,5014.2KQ4 2025OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM0.03%$1M23.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.03%$37M767.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.03%$441M9.10MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$28M588.7KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.03%$712,05214.8KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M32.6KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.03%$233,5645.5KQ2 2026
Jain Global LLC$24.2B AUM0.03%$5M110.0KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.03%$3M56.9KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.03%$505,31210.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.03%$3M61.9KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.03%$556,04611.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.02%$92M1.91MQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$142M2.93MQ4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.02%$328,2496.8KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.02%$214,8784.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$5M113.0KQ4 2025OLDER
Rosenberg Matthew Hamilton$488M AUM0.02%$114,6682.4KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$678,44014.0KQ4 2025OLDER
Costello Asset Management, INC$289M AUM0.02%$67,4521.4KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.02%$9M189.1KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.02%$275,7636.5KQ2 2026
HighPoint Advisor Group LLC$2.4B AUM0.02%$488,69610.1KQ4 2025OLDER
ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM0.02%$291,8746.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$908,80418.9KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$1M26.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.02%$5M97.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.02%$2M34.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$13M271.1KQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.02%$208,7644.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.02%$202,3564.2KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$496,86210.3KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.02%$213,3005.0KQ2 2026
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$296,6446.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.02%$50,7341.1KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.02%$315,9166.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$4M86.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.02%$4M83.0KQ1 2026OLDER
Ledyard National Bank$1.2B AUM0.02%$235,1674.9KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.02%$24,090500Q1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.02%$37,918787Q1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.02%$640,74613.3KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.02%$54,7811.1KQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.02%$49,1901.0KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.02%$2M32.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.02%$1M25.8KQ1 2026OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.02%$230,0004.8KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$980,60720.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.02%$17M361.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.02%$1M21.4KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.02%$38M813.0KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.02%$10M200.0KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.02%$37M775.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$16M331.8KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.02%$746,88015.5KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$462,6179.6KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.02%$255,3055.4KQ3 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.02%$1M28.3KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.02%$61,9591.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$1M27.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.02%$262M5.60MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.02%$10M209.2KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.02%$121,4562.5KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.02%$307,4366.4KQ1 2026OLDER
Brentview Investment Management LLC$231M AUM0.02%$36,761763Q1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.02%$216,3204.5KQ1 2026OLDER
Bridgewater Advisors Inc.$1.7B AUM0.02%$264,1716.2KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.02%$252,9455.3KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.02%$200,5254.2KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.02%$290,3816.0KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.02%$393,2928.2KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.02%$314,9906.5KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.02%$675,43513.9KQ4 2025OLDER
RNC CAPITAL MANAGEMENT LLC$2.2B AUM0.02%$329,9166.8KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$31M642.3KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.01%$2M49.7KQ1 2026OLDER
Pingora Partners LLC$169M AUM0.01%$24,813515Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.01%$26,548551Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$91M1.88MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$110M2.28MQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$5M114.1KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$124M2.58MQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$3M60.2KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$124,1592.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.01%$21M434.1KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.01%$3M53.1KQ1 2026OLDER
DEARBORN PARTNERS LLC$1.8B AUM0.01%$277,6275.7KQ4 2025OLDER
Cornerstone Financial Management LLC$109M AUM0.01%$14,984311Q1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$1M24.6KQ1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.01%$25,677544Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$479,69310.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$4M77.5KQ2 2026
Tidal Investments LLC$47.4B AUM0.01%$6M136.0KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.01%$3M59.0KQ3 2025OLDER
ST GERMAIN D J CO INC$2.5B AUM0.01%$337,5017.0KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$15M304.8KQ1 2026OLDER
Fairscale Capital, LLC$145M AUM0.01%$18,880400Q3 2025OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.01%$16M337.5KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$9M181.9KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.01%$228,3254.7KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.01%$70,3911.5KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.01%$55,4551.2KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$214,0524.5KQ3 2025OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$151,1413.1KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.01%$225,7114.7KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.01%$2074.3KQ4 2025OLDER
GQG Partners LLC$63.1B AUM0.01%$8M164.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$112M2.33MQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.01%$62,9981.3KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$870,70918.1KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$80M1.66MQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$366,9397.6KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.01%$2M31.9KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.01%$203,8984.2KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$240,4185.0KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$16,808394Q2 2026
Hamrick Investment Counsel, llc$180M AUM0.01%$21,681450Q1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.01%$31,076645Q1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$1M22.3KQ1 2026OLDER
Prosperity Consulting Group, LLC$2.2B AUM0.01%$260,8955.4KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$329,4906.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$833,56217.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$50M1.03MQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.01%$127,6292.6KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$698,75714.5KQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$353,2737.3KQ4 2025OLDER
MTM Investment Management, LLC$316M AUM0.01%$35,653740Q1 2026OLDER
Addison Advisors LLC$452M AUM0.01%$51,0231.1KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$340,2477.1KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.01%$77,4261.6KQ1 2026OLDER

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