SEC 13F Intelligence

SPXCSPX TECHNOLOGIES INC

CUSIP 78473E103 · Yahoo Finance ↗ · Google Finance ↗

Spx Technologies Inc (SPXC) has 473 institutional holders in Filings Flow’s 13F database, together reporting 47.93M shares worth $9.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Capital International Investors.

Institutional Holders
473
Q1 2026
Reported Value
$9.0B
Ticker
SPXC
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 216Q4 ’22Q4 ’25: 457Q4 ’25Q1 ’26: 473Q1 ’26Q2 ’26: 31Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $874MQ4 ’22Q4 ’25: $8.7BQ4 ’25Q1 ’26: $9.0BQ1 ’26Q2 ’26: $38MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Palisades Investment Partners, LLC$255M AUM9.68%$25M123.4KQ1 2026OLDER
Port Capital LLC$2.2B AUM4.09%$92M460.3KQ1 2026OLDER
Highlander Partners, L.P.$256M AUM4.09%$10M52.3KQ1 2026OLDER
Catawba River Capital$208M AUM3.82%$8M39.1KQ1 2026OLDER
Aperture Investors, LLC$791M AUM3.23%$26M127.8KQ1 2026OLDER
SCHWERIN BOYLE CAPITAL MANAGEMENT INC$788M AUM3.04%$24M120.0KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM2.90%$20M97.7KQ1 2026OLDER
Congruence Capital, LLC$298M AUM2.72%$8M40.6KQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM2.63%$131M657.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM1.82%$498M2.49MQ1 2026OLDER
GENEVA CAPITAL MANAGEMENT LLC$4.7B AUM1.65%$78M388.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM1.53%$69M345.7KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM1.19%$31M155.6KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM1.16%$43M217.4KQ1 2026OLDER
SEVEN GRAND MANAGERS, LLC$1.5B AUM1.14%$14M75.0KQ3 2025OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM1.13%$6M25.6KQ2 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.95%$446M2.23MQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.93%$29M145.9KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.93%$29M147.3KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.90%$19M93.1KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM0.81%$31M156.6KQ4 2025OLDER
SAMLYN CAPITAL, LLC$5.9B AUM0.80%$47M233.2KQ1 2026OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.78%$2M8.6KQ1 2026OLDER
EFG Asset Management (North America) Corp.$773M AUM0.74%$6M30.8KQ3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.73%$2M12.3KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.72%$9M44.9KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.71%$6M31.7KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.67%$18M90.8KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.63%$9M46.6KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.58%$46M229.6KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.52%$126M632.4KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.51%$10M49.0KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.50%$2M9.4KQ3 2025OLDER
TritonPoint Partners, LLC$272M AUM0.50%$1M6.8KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.49%$17M83.4KQ1 2026OLDER
Severin Investments, LLC$116M AUM0.48%$553,7072.8KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.45%$539,8382.7KQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.44%$858,7424.3KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.43%$4M17.7KQ2 2026
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.41%$56M279.7KQ1 2026OLDER
De Lisle Partners LLP$836M AUM0.40%$3M16.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.37%$5M26.2KQ4 2025OLDER
Scientech Research LLC$120M AUM0.36%$576,3732.9KQ4 2025OLDER
CIM, LLC$692M AUM0.34%$2M11.9KQ1 2026OLDER
Elser Financial Planning, Inc$2.1B AUM0.34%$282,8269.4KQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.32%$1M5.7KQ4 2025OLDER
Ghisallo Capital Management LLC$3.6B AUM0.31%$9M50.0KQ3 2025OLDER
Robeco Schweiz AG$4.7B AUM0.30%$14M71.7KQ1 2026OLDER
Grandeur Peak Global Advisors, LLC$427M AUM0.30%$1M6.4KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.29%$806,9383.3KQ2 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.28%$166M831.2KQ1 2026OLDER
Zimmer Partners, LP$4.1B AUM0.28%$13M70.0KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.28%$1M5.9KQ4 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.27%$8M41.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.27%$4M20.9KQ1 2026OLDER
Cadent Capital Advisors, LLC$386M AUM0.27%$1M5.2KQ4 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.23%$258,3221.3KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.22%$10M52.2KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.22%$1M7.2KQ1 2026OLDER
Drum Hill Capital, LLC$109M AUM0.21%$223,9331.1KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.20%$698,1903.5KQ1 2026OLDER
Burkehill Global Management, LP$2.0B AUM0.20%$4M20.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.19%$272M1.36MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.19%$161M859.9KQ3 2025OLDER
GUIDANCE CAPITAL, INC$446M AUM0.18%$749,7503.5KQ4 2025OLDER
AXIOM INVESTORS LLC /DE$9.0B AUM0.18%$16M81.6KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.18%$883,0964.7KQ3 2025OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.17%$13M67.9KQ3 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.17%$24M117.6KQ1 2026OLDER
Numerai GP LLC$997M AUM0.17%$2M8.4KQ1 2026OLDER
Optimize Financial Inc$203M AUM0.17%$343,0971.7KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.16%$522,6432.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.15%$1M5.6KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.15%$11M57.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.15%$41M202.8KQ1 2026OLDER
LEIGH BALDWIN & CO., LLC$154M AUM0.15%$228,9311.1KQ1 2026OLDER
MQS Management LLC$148M AUM0.14%$232,8701.2KQ4 2025OLDER
Capital International Investors$426.5B AUM0.14%$578M2.89MQ1 2026OLDER
PYA Waltman Capital, LLC$361M AUM0.13%$478,0572.4KQ1 2026OLDER
Hidden Cove Wealth Management, LLC$156M AUM0.13%$202,7391.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.13%$6M26.3KQ2 2026
Regency Capital Management Inc.\DE$224M AUM0.13%$305,8921.5KQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.13%$3M13.5KQ1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.13%$30M149.3KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.12%$4M18.0KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.12%$719,7843.6KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.12%$7M39.9KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.12%$159M797.7KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.12%$8M38.9KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.12%$470,9412.4KQ4 2025OLDER
Integrated Investment Consultants, LLC$471M AUM0.12%$543,6372.7KQ2 2026
Segment Wealth Management, LLC$1.7B AUM0.11%$2M9.5KQ1 2026OLDER
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.11%$25M126.4KQ1 2026OLDER
EFG International AG$4.7B AUM0.11%$5M25.8KQ1 2026OLDER
EAGLE WEALTH STRATEGIES LLC$262M AUM0.11%$288,0751.2KQ2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.11%$78M388.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.10%$26M131.3KQ4 2025OLDER
Diametric Capital, LP$385M AUM0.10%$395,8812.0KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.09%$34M169.8KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.09%$56M280.3KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.09%$214,4641.1KQ4 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$487,0732.6KQ1 2026OLDER
Richard Bernstein Advisors LLC$3.4B AUM0.09%$3M14.7KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.08%$4M21.4KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.08%$7M36.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.08%$3M13.2KQ1 2026OLDER
DARA CAPITAL US, INC.$105M AUM0.08%$84,974425Q1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.08%$5M27.5KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.08%$27M135.9KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.08%$360,0921.8KQ1 2026OLDER
AustralianSuper Pty Ltd$19.2B AUM0.08%$14M72.3KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.08%$5M22.6KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.08%$2M12.2KQ1 2026OLDER
Ellevest, Inc.$719M AUM0.07%$534,2402.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.07%$153M765.2KQ1 2026OLDER
First Bank & Trust$680M AUM0.07%$491,0762.0KQ2 2026
Diversified Trust Co$5.4B AUM0.07%$4M18.8KQ1 2026OLDER
Beacon Capital Management, LLC$567M AUM0.07%$391,8822.0KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.07%$255,3231.3KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.07%$41M206.4KQ1 2026OLDER
MINDSET WEALTH MANAGEMENT, LLC$372M AUM0.07%$244,1271.2KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.06%$2M10.5KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.06%$89,158445.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.06%$5M25.7KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.06%$243,2731.2KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.06%$18M87.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.06%$382M1.91MQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.06%$580,4262.9KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.06%$504,8492.5KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.06%$2M9.2KQ1 2026OLDER
Hilltop National Bank$468M AUM0.05%$255,4671.0KQ2 2026
Entropy Technologies, LP$2.2B AUM0.05%$1M5.8KQ1 2026OLDER
Stanley-Laman Group, Ltd.$814M AUM0.05%$435,0692.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.05%$57M293.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.05%$10M51.6KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.05%$867,9404.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.05%$3M14.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$1M6.1KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$301,9091.5KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.05%$252,1531.4KQ3 2025OLDER
Capital World Investors$732.9B AUM0.05%$349M1.75MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.05%$89M445.4KQ1 2026OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.05%$491,5472.5KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.05%$25M126.6KQ1 2026OLDER
Round Rock Advisors LLC$654M AUM0.05%$302,1091.5KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.05%$237,1671.1KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$4M18.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.04%$41M203.8KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.04%$7M36.6KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.04%$29M147.2KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.04%$374,9121.9KQ4 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.04%$5M28.9KQ3 2025OLDER
AdvisorShares Investments LLC$549M AUM0.04%$219,1341.1KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M12.0KQ1 2026OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.04%$411,4772.1KQ1 2026OLDER
HOMESTEAD ADVISERS CORP$3.7B AUM0.04%$1M7.2KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.04%$23M114.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$113M565.1KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$3M16.7KQ4 2025OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.04%$376,4871.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$170M849.2KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.04%$4M20.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$3M14.9KQ1 2026OLDER
Goelzer Investment Management, Inc.$2.1B AUM0.03%$719,7843.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$15M76.0KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.03%$2M11.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.03%$9M46.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.03%$153,246766Q2 2026
Ares Financial Consulting, LLC$139M AUM0.03%$45,356185Q2 2026
Wellington Grp LLC$300M AUM0.03%$97,029485Q1 2026OLDER
State of Wyoming$844M AUM0.03%$266,1201.3KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$815,2954.4KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.03%$112M559.1KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$746,1763.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$29M144.2KQ4 2025OLDER
CAMBIENT FAMILY OFFICE, LLC$716M AUM0.03%$205,9381.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$342,7031.7KQ4 2025OLDER
Laurion Capital Management LP$2.3B AUM0.03%$749,0253.7KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.03%$1M7.1KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M10.2KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.03%$329,5011.6KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.03%$565,6302.8KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.03%$315,7051.6KQ1 2026OLDER
Financial Partners Group, Inc$836M AUM0.03%$218,6341.1KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$168,561902Q3 2025OLDER
M&T BANK CORP$29.2B AUM0.03%$8M37.9KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.03%$309,1591.3KQ2 2026
Procyon Advisors, LLC$2.3B AUM0.03%$581,2982.4KQ2 2026
RHUMBLINE ADVISERS$116.9B AUM0.02%$29M144.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M12.4KQ1 2026OLDER
PFG Advisors$2.1B AUM0.02%$493,2522.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$2M7.6KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$247,1271.2KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.02%$3M14.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.02%$1M6.1KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.02%$210,6631.1KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$876,5374.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M13.2KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$296,4201.6KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$13M64.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.2B6.23MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$23M116.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$966,9104.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$90M449.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.02%$178,837894.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$34M170.7KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.02%$902,9294.5KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.02%$454,8642.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.02%$336,4991.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.02%$9M47.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$127M634.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M9.6KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.02%$299,3101.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$75M374.2KQ1 2026OLDER
Aristotle Atlantic Partners, LLC$2.1B AUM0.02%$388,2831.9KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.02%$223,1331.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$55M281.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$9M45.0KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$24,095129Q3 2025OLDER
CreativeOne Wealth, LLC$4.3B AUM0.02%$711,3873.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M9.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M24.2KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$123M614.8KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.02%$5M26.7KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M13.7KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$727,5823.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.02%$251M1.26MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.02%$416,2991.7KQ2 2026
PROFUND ADVISORS LLC$2.7B AUM0.02%$421,6732.1KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$3M17.2KQ3 2025OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.02%$242,1281.2KQ2 2026
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M22.2KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$1M7.9KQ3 2025OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M6.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$1.0B5.05MQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.01%$6M30.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$35,045209Q1 2026OLDER
SUMMITRY LLC$2.8B AUM0.01%$392,0832.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$738,3414.0KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$73M366.3KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$363,2911.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$11M55.2KQ1 2026OLDER
Amundi$367.1B AUM0.01%$50M247.6KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.01%$324,7031.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M12.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M12.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M16.4KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$5M23.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$15M76.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$12M58.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$356M1.78MQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$983,9064.9KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$510,4462.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$64M322.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$11M54.7KQ1 2026OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.01%$504,1192.7KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$101M505.7KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$229,9311.1KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.01%$956,4874.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$20M98.5KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.01%$820,3393.3KQ2 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$3M14.1KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.01%$214,9351.1KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.01%$33M164.2KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M7.2KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$907,3274.5KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.01%$244,1271.2KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.01%$2M12.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$22M109.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$2M11.7KQ1 2026OLDER
Palisade Asset Management, LLC$996M AUM0.01%$112,068600Q3 2025OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.01%$676,7143.7KQ3 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$1M6.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$196M982.8KQ1 2026OLDER
Yarbrough Capital, LLC$2.9B AUM0.01%$331,4991.7KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.01%$13,79669Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$3M12.8KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M7.0KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$324,9031.6KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$414,8762.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M6.8KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$286,1141.4KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$205,6621.0KQ4 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$382,0851.9KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$16,79584Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$14M70.8KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$55,183276Q1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$590,6223.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$21M104.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$498,4502.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$2M10.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M11.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M19.3KQ1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.01%$84,975425Q1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$5M25.8KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M5.1KQ1 2026OLDER
Copia Wealth Management$146M AUM0.01%$11,99660Q1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$13M66.8KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$216,9351.1KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$298,5111.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$9M47.2KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$2M8.2KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.01%$13,99670Q1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$5M24.4KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$9M44.9KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.01%$159,670855Q3 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$200,0411.1KQ3 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$670,7273.6KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$85,564349Q2 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$341,8971.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$27M135.5KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$563,6312.8KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$918,9244.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M6.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M10.3KQ4 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$4M20.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$50,785254Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$819,3544.1KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$85,974430Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$16,99791Q3 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$540,6382.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$92M481.5KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$501,7502.5KQ4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.01%$45,587228Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M6.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$92M460.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M5.7KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$281,7001.1KQ2 2026
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$69,873285Q2 2026
BARCLAYS PLC$416.3B AUM0.00%$20M100.6KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$469,2592.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$11M55.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$3M12.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$3M13.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M16.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$63M316.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$10M51.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$7M33.5KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$913,5254.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$21M106.1KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$335,5001.7KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$4M20.5KQ4 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$1M6.9KQ4 2025OLDER
Park Place Capital Corp$499M AUM0.00%$21,594108Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M11.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$843,3474.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$27M133.7KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$408,8772.0KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$323,2501.6KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$58,208400Q4 2025OLDER
Man Group plc$55.1B AUM0.00%$2M10.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$337,6991.7KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$655,8043.3KQ1 2026OLDER
SEB Asset Management AB$23.4B AUM0.00%$848,1424.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$11M54.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.00%$227,1241.2KQ3 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$119,002485Q2 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$13,99670Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$20,34983Q2 2026
DRW Securities, LLC$7.2B AUM0.00%$245,1261.2KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$919,7244.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$878,1364.4KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M5.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$14M67.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$787,2363.9KQ4 2025OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$638,5923.2KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M6.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$274,9181.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$429,2712.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M8.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$546,4402.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M13.8KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.00%$200,0601.0KQ4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$10,99755Q1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$8,75768Q1 2026OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.00%$326,0981.6KQ4 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$75,646405Q3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$332,7001.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$14M72.5KQ2 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$15,44663Q2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$978,8064.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$5M26.2KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$2M9.0KQ1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$26,234107Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$514,2462.6KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$62,581313Q1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$206,7381.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M10.5KQ1 2026OLDER
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$620,9863.1KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$81,574408Q1 2026OLDER
&PARTNERS$20.2B AUM0.00%$499,0502.5KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$666,2023.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M11.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$495,8512.5KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$21,993110Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$14,99675Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M8.2KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M8.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$303,9091.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$21,394107Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$227,3361.1KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$28,591143Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$19M95.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M8.8KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$669,7993.4KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$41,851206Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$539,4382.7KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$40,213201Q4 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$290,5131.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$51,873272Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$2M8.2KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$154,354772Q1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M10.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$634,6103.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M45.6KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$323,3451.3KQ2 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$999,7005.0KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$1,6168Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$7,39837Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M6.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$978,8834.9KQ1 2026OLDER
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM0.00%$360,8921.8KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$5,99830Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$15,99580Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$45,917228Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$89,573448Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$283,1151.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3M12.7KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$4,40122Q4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$90,972455Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$243,9281.2KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$3,59918Q1 2026OLDER
Richardson Capital Management LLC$207M AUM0.00%$2,39912Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$7,39837Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$16,19681Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$298,4101.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$62,381312Q2 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$157,953790Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$4M21.0KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$2,00010Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$2,00010Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$40,943167Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$2M9.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$68,607343Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$46,508249Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$22,393112Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$11,39461Q3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$498,15714.8KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$282,8851.4KQ4 2025OLDER
Cromwell Holdings LLC$223M AUM0.00%$2,2079Q2 2026
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.00%$388,9171.9KQ4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$451,2652.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$604,6233.0KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$9,19746Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$644,8073.2KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$9,47048Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,19826Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$8,99745Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$48,385242Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M6.8KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$13,99670Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$21,407107Q4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$592,0652.9KQ4 2025OLDER
Guerra Advisors Inc$271M AUM0.00%$1,86810Q3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$280,9161.4KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.00%$980,9064.9KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$3,92321Q3 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$390,0671.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$454,2632.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M20.0KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$4,38623Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$529,8952.8KQ3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$187,242977Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$10,39752Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$6,59933Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,8009Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,0005Q1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$1,3077Q3 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$303,7091.5KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$284,9151.4KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,59913Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M17.8KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$82,975415Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$458,4622.3KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$215,9181.2KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$239,9281.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$580,1742.9KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$994,5015.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$98,770494Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$196,941985Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$645,2873.2KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,6258Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$188,256941Q4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$8004Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$8004Q1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$239,9281.2KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$837,9494.2KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,40012Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$3,19916Q1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$23,393117Q1 2026OLDER

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