SEC 13F Intelligence

SPBSPECTRUM BRANDS HOLDINGS INC

CUSIP 84790A105 · Yahoo Finance ↗ · Google Finance ↗

Spectrum Brands Holdings Inc (SPB) has 281 institutional holders in Filings Flow’s 13F database, together reporting 26.34M shares worth $1.8B as of Q1 2026. The largest reported holders are Pzena Investment Management LLC, Vanguard Group Inc, and Callodine Capital Management, LP.

Institutional Holders
281
Q1 2026
Reported Value
$1.8B
Ticker
SPB
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 195Q4 ’18Q1 ’19: 168Q2 ’19: 186Q2 ’19Q3 ’19: 260Q2 ’21: 256Q2 ’21Q4 ’21: 270Q4 ’22: 224Q4 ’22Q4 ’25: 250Q1 ’26: 281Q1 ’26Q2 ’26: 17filingsflow.com
Total reported value
Q4 ’18: $2.8BQ4 ’18Q1 ’19: $4.4BQ2 ’19: $4.6BQ2 ’19Q3 ’19: $5.8BQ2 ’21: $8.6BQ2 ’21Q4 ’21: $9.7BQ4 ’22: $1.4BQ4 ’22Q4 ’25: $1.5BQ1 ’26: $1.8BQ1 ’26Q2 ’26: $19Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Callodine Capital Management, LP$1.4B AUM10.56%$151M2.05MQ1 2026OLDER
MONIMUS CAPITAL MANAGEMENT, LP$361M AUM3.04%$11M148.8KQ1 2026OLDER
DME Capital Management, LP$3.2B AUM1.50%$48M650.4KQ1 2026OLDER
Newtyn Management, LLC$936M AUM1.46%$14M185.0KQ1 2026OLDER
Pullen Investment Management, LLC$199M AUM0.84%$2M22.6KQ1 2026OLDER
Portman Square Capital LLP$2.6B AUM0.82%$21M289.6KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.61%$27M361.4KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.60%$977,92513.3KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.56%$172M2.34MQ1 2026OLDER
VARCOV Co.$268M AUM0.56%$1M20.3KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.55%$10M134.2KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.33%$24M320.0KQ1 2026OLDER
IAT REINSURANCE CO LTD.$310M AUM0.30%$943,28612.8KQ1 2026OLDER
Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM0.29%$6M75.0KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.27%$45M607.5KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.25%$26M350.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.25%$13M170.2KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.22%$3M38.3KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.20%$7M100.6KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.19%$439,2017.4KQ4 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.15%$516,8918.7KQ4 2025OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.13%$2M32.0KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.13%$2M24.1KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.12%$18M240.6KQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.11%$5M84.8KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.09%$236,2274.5KQ3 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.09%$589,6008.0KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.09%$2M23.7KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$472,4656.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.08%$49M660.4KQ1 2026OLDER
Supplemental Annuity Collective Trust of NJ$355M AUM0.08%$313,1245.3KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.07%$301,3594.1KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M30.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.06%$533,60010.2KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.06%$124M1.69MQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.06%$9M115.4KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.06%$5M67.8KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$383,7327.3KQ3 2025OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.05%$3M36.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$549,8027.5KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.04%$7M93.6KQ2 2026
Interchange Capital Partners, LLC$317M AUM0.04%$221,4913.7KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.04%$93,1691.6KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.04%$36M490.4KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$330,8394.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.04%$432,7655.0KQ2 2026
GREAT LAKES ADVISORS, LLC$12.1B AUM0.04%$5M62.8KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.04%$305,8554.2KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.04%$3M35.0KQ1 2026OLDER
Optas, LLC$661M AUM0.04%$237,6843.2KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.04%$632,0518.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$16M221.5KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$582,4517.9KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.03%$17M232.3KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$278,0703.8KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.02%$187,6973.2KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.02%$4M55.0KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.02%$945,35012.8KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$333,5664.5KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.02%$205,9182.8KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.02%$221,7643.0KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$982,34713.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$265,6153.6KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.01%$412,7205.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$418,9115.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.01%$4M51.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$69M931.0KQ1 2026OLDER
LOGAN CAPITAL MANAGEMENT INC$2.3B AUM0.01%$321,6274.4KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$1M19.7KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.01%$1M17.5KQ4 2025OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$385,0977.3KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$10M117.1KQ2 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$436,8105.1KQ2 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M37.2KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$542,2776.5KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$256,8453.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M34.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$77M1.05MQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$3M40.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$26M353.4KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$302,0234.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$359,3614.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$16M212.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$11M153.5KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.01%$204,0002.8KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$839,57811.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$606,30111.5KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$59M799.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$303,7924.1KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$386,4275.2KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$2M30.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$212,3302.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$7M92.7KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$262,8883.6KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$320,5685.4KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.01%$22,037299Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$811,64115.5KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$39M529.9KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$48,790662Q1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$262,1513.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$107M1.45MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$209,0132.8KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$2M29.5KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M41.8KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$300,6234.1KQ1 2026OLDER
Boston Partners$95.5B AUM0.01%$5M66.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$5M64.9KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$10M137.6KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$464,84512.8KQ2 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$942,03312.8KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$368,2055.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$136,4921.9KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$340,7894.6KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$740,09510.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$5M74.6KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$11,055150Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M43.0KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M16.7KQ1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$4M56.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$419,4275.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$822,78711.2KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$331,2604.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$339,9784.6KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$717,8389.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$112,5551.5KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.00%$261,5995.0KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$17M233.4KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$5,80598Q4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$527,3227.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$299,2224.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$509,3299.7KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$720,7869.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$11M148.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M35.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$1M15.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$449,8656.1KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$25,427345Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$42M566.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$7M91.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M73.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M23.9KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$8,078110Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$136M1.85MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$17M231.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$155M2.62MQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$7,03282Q2 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$12M161.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M25.3KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$1M18.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M30.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$58,194985Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$12M157.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$8M109.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$857,13111.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$74M1.01MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M43.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M16.6KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$998,19313.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$3M43.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M15.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$874,80711.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$14M190.0KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$11,816200Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M19.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$21M284.5KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$311,0144.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$44M590.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$19,989271Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$917,19712.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M21.4KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,98054Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$326,9556.2KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$316,2474.3KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$7,884217Q3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M31.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M17.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$23,731322Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$313,1245.3KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$420,7535.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M18.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M65.0KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$394,6645.4KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$237,7563.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M74.6KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$117,9201.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$229,7233.1KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$1M18.1KQ1 2026OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.00%$2,04528Q1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$302,0234.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$783,43110.6KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$353,8256.7KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$309,4025.9KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$892,94912.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$55,275750Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$509,1976.9KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$273,6815.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$695,6519.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$3,83252Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M49.9KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$19M255.8KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$240,5563.3KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.00%$1,41824Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M38.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$469,4696.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$624,3868.5KQ1 2026OLDER
FSA Wealth Management LLC$273M AUM0.00%$2,36445Q3 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$206,3602.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$22,895267Q2 2026
Invesco Ltd.$653.3B AUM0.00%$6M74.9KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$23,126314Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$4,66679Q4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$3,09642Q1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$1,45817Q2 2026
MORGAN STANLEY$1.67T AUM0.00%$13M221.4KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$2,94840Q1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$1,10321Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$19,678267Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$499,2446.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$702,9519.5KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$38,103517Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$840,48711.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$4,84265.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M22.7KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$1,32718Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$140,2511.9KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$14,814201Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$5167Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M24.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$2,43233Q1 2026OLDER
Quarry LP$558M AUM0.00%$2,43233Q1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$6639Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$232,0083.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$45,347610Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$159,4322.2KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$1,47725Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M84.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$267,9743.6KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$590,4108.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M23.2KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$8,181111Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$11,940162Q1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$3,83252Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$311,1614.2KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$170,8372.3KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$5908Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$234,6943.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$486,4206.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$649,1068.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$288,0203.9KQ1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.00%$89317Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$13,635185Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$368,7215.0KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,76924Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$378,6487.2KQ3 2025OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$70912Q4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,18220Q2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M26.2KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.00%$73710Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$201,0232.7KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$2,35832Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$88412Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$11,350154Q2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$119,8182.0KQ4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$5,44192Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$51,074693Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$429,2295.8KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$12,603171Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$9,637163Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$41,706706Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$655,8568.9KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$269,0783.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,47420Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$257,9503.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$8,773167Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$25,501346Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$760,79210.3KQ2 2026
LPL Financial LLC$376.6B AUM0.00%$455,5168.7KQ3 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,47420Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$46,431630Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$73710Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$95913Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$26,114354Q2 2026
Elequin Capital, LP$1.2B AUM0.00%$1,03214Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$63,382860Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$15,063204Q1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.00%$1583Q3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$73710Q1 2026OLDER
BFSG, LLC$1.1B AUM0.00%$5898Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$29,849404Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$8,181111Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$5167Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$31,175423Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$8,660158Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,11513Q2 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$4426Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$3685Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$3715Q1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$2213Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$25,055340Q1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$3434Q2 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3695Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,47420Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,17916Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1482Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$6,92894Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$4426Q1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$2,79837Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$15,336208Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$861Q2 2026
MATHER GROUP, LLC.$10.0B AUM0.00%$5167Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$741Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$531Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$6639Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1783Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,42260Q2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$531Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$2114Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$5898Q1 2026OLDER

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