SEC 13F Intelligence

SSDSIMPSON MFG INC

CUSIP 829073105 · Yahoo Finance ↗ · Google Finance ↗

Simpson Mfg Inc (SSD) has 456 institutional holders in Filings Flow’s 13F database, together reporting 41.07M shares worth $6.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Kayne Anderson Rudnick Investment Management LLC, and Vanguard Group Inc.

Institutional Holders
456
Q1 2026
Reported Value
$6.8B
Ticker
SSD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 204Q4 ’18Q1 ’19: 197Q2 ’19: 195Q2 ’19Q3 ’19: 192Q2 ’21: 269Q2 ’21Q4 ’21: 283Q4 ’22: 290Q4 ’22Q4 ’25: 434Q1 ’26: 456Q1 ’26Q2 ’26: 18filingsflow.com
Total reported value
Q4 ’18: $3.2BQ4 ’18Q1 ’19: $3.9BQ2 ’19: $4.2BQ2 ’19Q3 ’19: $5.2BQ2 ’21: $26.8BQ2 ’21Q4 ’21: $32.4BQ4 ’22: $1.7BQ4 ’22Q4 ’25: $6.6BQ1 ’26: $6.8BQ1 ’26Q2 ’26: $71Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
North Berkeley Wealth Management, LLC$189M AUM7.22%$14M79.6KQ1 2026OLDER
Maren Capital LLC$1.9B AUM4.58%$88M510.4KQ1 2026OLDER
ValueAct Holdings, L.P.$5.7B AUM4.20%$240M1.40MQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM3.55%$157M914.7KQ1 2026OLDER
Port Capital LLC$2.2B AUM3.11%$70M408.1KQ1 2026OLDER
Berkeley, Inc$298M AUM2.18%$6M37.8KQ1 2026OLDER
Conestoga Capital Advisors, LLC$5.0B AUM2.07%$104M605.3KQ1 2026OLDER
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM1.96%$667M3.89MQ1 2026OLDER
Ranger Investment Management, L.P.$1.4B AUM1.92%$27M154.9KQ1 2026OLDER
Cornerstone Capital, Inc.$1.0B AUM1.81%$18M105.7KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM1.24%$132M689.9KQ3 2025OLDER
SNYDER CAPITAL MANAGEMENT L P$5.2B AUM1.03%$53M309.1KQ1 2026OLDER
Westview Management dba Westview Investment Advisors$192M AUM1.02%$2M11.5KQ1 2026OLDER
FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM0.92%$75M434.2KQ1 2026OLDER
LRT Capital Management, LLC$107M AUM0.92%$989,3895.8KQ1 2026OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.92%$5M30.0KQ1 2026OLDER
DISCIPLINED GROWTH INVESTORS INC /MN$4.9B AUM0.85%$41M241.6KQ1 2026OLDER
RIVERBRIDGE PARTNERS LLC$4.1B AUM0.76%$31M181.0KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.75%$3M20.3KQ1 2026OLDER
VELA Investment Management, LLC$436M AUM0.64%$3M16.4KQ1 2026OLDER
Illumine Investment Management, LLC$130M AUM0.62%$805,9724.7KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM0.55%$44M254.5KQ1 2026OLDER
Potrero Capital Research LLC$163M AUM0.50%$1M9.1KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.48%$49M285.8KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.43%$14M79.8KQ1 2026OLDER
Sierra Legacy Group$131M AUM0.39%$516,5763.0KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.37%$26M150.9KQ1 2026OLDER
MQS Management LLC$148M AUM0.37%$548,1543.2KQ1 2026OLDER
SeaBridge Investment Advisors LLC$591M AUM0.37%$2M12.6KQ1 2026OLDER
Impact Capital Partners LLC$331M AUM0.33%$1M6.4KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.30%$967,6906.0KQ4 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.28%$13M76.9KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.28%$731,9594.3KQ1 2026OLDER
Petros Family Wealth, LLC$140M AUM0.27%$385,4592.2KQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM0.26%$23M135.8KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.26%$8M48.1KQ1 2026OLDER
EULAV Asset Management$3.1B AUM0.25%$8M46.2KQ1 2026OLDER
Yorktown Management & Research Co Inc$120M AUM0.25%$318,1741.9KQ3 2025OLDER
D.B. Root & Company, LLC$419M AUM0.25%$1M6.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.25%$147M857.9KQ1 2026OLDER
River Road Asset Management, LLC$8.8B AUM0.23%$20M119.0KQ1 2026OLDER
DF DENT & CO INC$5.2B AUM0.23%$12M68.7KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.22%$686,4804.0KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.22%$7M38.4KQ1 2026OLDER
Peterson Wealth Services$405M AUM0.21%$861,1275.0KQ1 2026OLDER
Genesee Capital Advisors, LLC$239M AUM0.21%$504,8492.9KQ1 2026OLDER
Tannin Capital LLC$138M AUM0.21%$289,6951.7KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.20%$9M52.2KQ1 2026OLDER
Ipswich Investment Management Co., Inc.$426M AUM0.20%$852,2655.0KQ1 2026OLDER
Mirador Capital Partners LP$817M AUM0.19%$2M7.4KQ2 2026
WHITTIER TRUST CO$8.9B AUM0.18%$16M97.5KQ1 2026OLDER
DIVERSIFIED MANAGEMENT INC$583M AUM0.18%$1M6.2KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.18%$864,9315.2KQ3 2025OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM0.18%$16M91.8KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.17%$8M50.7KQ1 2026OLDER
Marin Bay Wealth Advisors, LLC$166M AUM0.17%$288,3221.7KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.17%$4M25.8KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.17%$3M16.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.17%$4M25.1KQ3 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.16%$5M30.5KQ1 2026OLDER
Robeco Schweiz AG$4.7B AUM0.16%$8M44.0KQ1 2026OLDER
SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM0.16%$661,9383.9KQ1 2026OLDER
RMR Capital Management, LLC$138M AUM0.16%$216,7561.3KQ1 2026OLDER
Numerai GP LLC$997M AUM0.15%$1M6.4KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.15%$297,0741.8KQ3 2025OLDER
Riverwater Partners LLC$300M AUM0.15%$356,0202.1KQ3 2025OLDER
Interval Partners, LP$3.8B AUM0.15%$9M53.8KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$3M19.0KQ4 2025OLDER
PFW Advisors LLC$318M AUM0.14%$442,7802.6KQ1 2026OLDER
Scientech Research LLC$120M AUM0.14%$219,9221.4KQ4 2025OLDER
Curated Wealth Partners LLC$794M AUM0.14%$1M6.4KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.13%$546,9533.2KQ1 2026OLDER
Select Equity Group, L.P.$19.5B AUM0.11%$21M122.5KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.10%$2M13.3KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.10%$130M760.1KQ1 2026OLDER
Quantum Private Wealth, LLC$324M AUM0.10%$310,8041.8KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.10%$878,1605.2KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.10%$420,0002.6KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.09%$2M13.3KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.09%$7M43.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.09%$52M304.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.09%$8M44.6KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.09%$300,8501.8KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.09%$52M303.6KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.08%$7M39.2KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.08%$514,7723.1KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.08%$20M123.4KQ4 2025OLDER
EntryPoint Capital, LLC$341M AUM0.08%$203,6311.2KQ3 2025OLDER
GENESIS PRIVATE WEALTH, LLC$318M AUM0.08%$241,9841.4KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.08%$281,9721.6KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.07%$537,3723.3KQ4 2025OLDER
Rachor Investment Advisory Services, LLC$190M AUM0.07%$141,304823Q1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.07%$2M13.0KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.07%$890,0785.2KQ1 2026OLDER
Mayfair Advisory Group, LLC$286M AUM0.07%$206,4591.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.07%$100M582.2KQ1 2026OLDER
Wellington Shields & Co., LLC$392M AUM0.07%$276,3081.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.07%$43M251.4KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.07%$10M59.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.07%$22M125.7KQ1 2026OLDER
Cadence Bank$1.7B AUM0.06%$1M6.8KQ4 2025OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.06%$621,6083.6KQ1 2026OLDER
Balboa Wealth Partners$596M AUM0.06%$380,6532.2KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.06%$9M54.9KQ1 2026OLDER
Sendero Wealth Management, LLC$904M AUM0.06%$513,6593.0KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.05%$216,3701.3KQ4 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.05%$4M24.0KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.05%$73M423.7KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$338,2802.1KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M7.2KQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.05%$2M9.4KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.05%$4M23.9KQ1 2026OLDER
Henshaw Capital LLC$2.7B AUM0.04%$1M7.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$455,9942.7KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.04%$838,8794.9KQ1 2026OLDER
Roundview Capital LLC$1.6B AUM0.04%$669,6623.9KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.04%$27M157.5KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.04%$111M648.0KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$493,2602.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M7.6KQ1 2026OLDER
Harfst & Associates, Inc.$560M AUM0.04%$200,6181.2KQ3 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.04%$481,0522.8KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.04%$1M6.1KQ1 2026OLDER
IFC Advisors LLC$699M AUM0.04%$255,3711.5KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.04%$777,4394.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M12.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.04%$275,7931.6KQ1 2026OLDER
Hilltop National Bank$468M AUM0.03%$159,315761Q2 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.03%$41M247.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.03%$18M106.1KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.03%$383,9491.8KQ2 2026
Hardy Reed LLC$1.4B AUM0.03%$443,6382.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.03%$2M9.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$149M870.4KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.03%$83,751488Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M42.5KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$3M15.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M15.4KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.03%$34M199.5KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$9M50.8KQ1 2026OLDER
Aureus Asset Management, LLC$1.5B AUM0.03%$433,8552.5KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.03%$444,6672.6KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$234,9481.4KQ1 2026OLDER
Capital International Investors$426.5B AUM0.03%$114M663.2KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.03%$2M13.8KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.03%$488,6022.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M18.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.03%$7M38.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$28M163.2KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M12.3KQ1 2026OLDER
Banque Transatlantique SA$4.2B AUM0.02%$1M6.0KQ1 2026OLDER
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM0.02%$31M181.9KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.02%$254,5121.5KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$2M9.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.02%$454M2.65MQ1 2026OLDER
Byrne Asset Management LLC$185M AUM0.02%$43,964210Q2 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$10M60.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.02%$5M27.5KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.02%$206,8021.2KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$6M32.9KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$1M6.9KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.02%$262,9441.3KQ2 2026
ALPS ADVISORS INC$21.3B AUM0.02%$4M26.2KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$435,4852.7KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$525,5003.1KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.02%$745,5174.3KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$163,039950Q1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M8.5KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.02%$299,6491.7KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.02%$691,9064.5KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$4M20.5KQ1 2026OLDER
Man Group plc$55.1B AUM0.02%$10M57.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$331M1.93MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$55M324.1KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.02%$489,4163.0KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$4M24.3KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.02%$2M9.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$3M17.0KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M109.4KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$103,279617Q3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.02%$22,172129.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$243M1.51MQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$16M94.8KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$66,364411Q2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$30M179.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$8M49.6KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$2M9.2KQ3 2025OLDER
SPRUCEGROVE INVESTMENT MANAGEMENT LTD$625M AUM0.01%$85,810500Q1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$838,7094.9KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M17.7KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.01%$22,482131Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$4M24.3KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$445,3542.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$87M506.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$100M581.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$68M397.8KQ2 2026
Horizon Investments, LLC$8.9B AUM0.01%$1M6.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$692M4.03MQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$920,9135.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M11.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$44M258.1KQ1 2026OLDER
Full Sail Capital, LLC$1.8B AUM0.01%$204,1341.2KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$60,753354Q1 2026OLDER
Millstone Evans Group, LLC$167M AUM0.01%$18,535108Q1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$326,9361.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$296,2301.4KQ2 2026
World Investment Advisors$6.2B AUM0.01%$639,9713.7KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M6.1KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$209,8911.2KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$716,3424.2KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M23.9KQ1 2026OLDER
STEPH & CO$351M AUM0.01%$34,878216Q4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$30M173.8KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.01%$2M11.9KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M7.2KQ1 2026OLDER
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.01%$235,9781.4KQ1 2026OLDER
Y.D. More Investments Ltd$2.6B AUM0.01%$245,2451.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$652M4.04MQ4 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$4M20.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$51M296.6KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$813,6884.9KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M14.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$57,322334Q1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.01%$210,0631.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M10.4KQ1 2026OLDER
Tower View Wealth Management LLC$195M AUM0.01%$17,691103Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M15.7KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$372,8642.2KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M9.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$5M29.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M47.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$492,7212.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$14M82.5KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$16M92.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$135M787.7KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$976,0035.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$71M414.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M5.9KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$14M82.1KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$320M1.86MQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$772,7934.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$252,6251.5KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$13M74.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$907,9615.3KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$1M5.9KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$239,3331.4KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$267,3841.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$743,8574.4KQ3 2025OLDER
Argent Trust Co$2.9B AUM0.01%$224,1371.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.01%$163,681954Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$218M1.27MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$8M43.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$8M46.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$81,018387Q2 2026
Compound Planning, Inc.$3.3B AUM0.01%$231,0071.3KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$25,743150Q1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$339,9792.0KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$2M11.6KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$285,2321.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$259,1461.5KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.01%$1M7.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$940,6495.5KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$340,3412.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$6M35.8KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$303,0811.8KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$435,3992.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M6.9KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.01%$226,0611.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M21.1KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M9.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$95M568.2KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$314,9231.8KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$361,7302.2KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.01%$22M129.1KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$342,6232.0KQ3 2025OLDER
Magnetar Financial LLC$9.8B AUM0.01%$587,7513.6KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$395,8752.4KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$25M144.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$7M38.4KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$4M23.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M6.6KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$3M20.1KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$14,81688Q3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$3M21.0KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M10.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$30M173.4KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$234,7761.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$3M20.2KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$807,3004.7KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$1M6.3KQ4 2025OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$280,6351.7KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M12.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$3M19.7KQ1 2026OLDER
Quarry LP$558M AUM0.00%$30,033186Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$89,071519Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$6,16135.9KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$254,4771.6KQ4 2025OLDER
Park Place Capital Corp$499M AUM0.00%$21,796127Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M13.3KQ1 2026OLDER
PineStone Asset Management Inc.$14.2B AUM0.00%$602,3863.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$1M7.4KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$222,7631.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$35,276205.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$222,3391.3KQ3 2025OLDER
Capital World Investors$732.9B AUM0.00%$30M172.8KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$379,9672.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$13,90281Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$85,810500Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$9M51.2KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$20,081120Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$50M291.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$13M77.5KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$2M10.6KQ4 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$344,0712.0KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$684,5764.1KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M23.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$16M90.7KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$30,205176Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$13,73180Q1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$253,3831.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M35.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$59,724348Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$41,175255Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$100,739587Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$143,818838Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M10.8KQ4 2025OLDER
Clayton Financial Group LLC$195M AUM0.00%$4,02024Q3 2025OLDER
BAHL & GAYNOR INC$19.8B AUM0.00%$580,5903.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$209,4451.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$8M52.0KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$207,1661.3KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$524,6423.1KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$5,16732Q4 2025OLDER
Meramec Financial Planners, LLC$252M AUM0.00%$6,32735Q1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$503,5332.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M20.1KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$160,465935Q1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$4,18720Q2 2026
UMB Bank, n.a.$7.2B AUM0.00%$161,151939Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M55.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$21,109123Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$64,491399Q4 2025OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$570,2943.3KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M6.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M8.9KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$413,4332.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$761,3064.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M9.8KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$222,4201.3KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$333,8011.9KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$7,20842Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$8M44.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$14M80.5KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.00%$248,3411.5KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$853,4835.1KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$11M65.5KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$258,8031.5KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$265,8391.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$219,6871.3KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$94,391550Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M23.2KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M16.7KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$427,1622.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M18.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M58.9KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$2,09410Q2 2026
Richardson Capital Management LLC$207M AUM0.00%$3,08918Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$6,52238Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$45,396265Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$11,67168Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$91,473533Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$390,0922.3KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$14,43984Q1 2026OLDER
Cache Advisors, LLC$866M AUM0.00%$10,98464Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$920,2825.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$33,271199Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M6.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M28.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M6.5KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$3,43220Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$5,64533Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$204,5721.2KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.00%$4,97729Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$963,8185.6KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.00%$204,5711.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$757,3614.4KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$6M35.9KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$57,972359Q4 2025OLDER
Tidal Investments LLC$47.4B AUM0.00%$487,2292.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M11.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$720,7604.2KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$277,6201.6KQ2 2026
Private Wealth Management Group, LLC$381M AUM0.00%$3,77622Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M34.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$582,0913.5KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M11.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M46.5KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$118,246689Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1,5459Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$1,2928Q4 2025OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$4,60622Q2 2026
Walleye Trading LLC$60.0B AUM0.00%$513,6003.1KQ3 2025OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM0.00%$1,3738Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$35,182205Q1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$463,3742.7KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$397,4722.3KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$265,7001.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$76,721449Q1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$101,942594Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$421,9212.6KQ4 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$248,5831.4KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$9,78257Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$663,9983.9KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$411,7162.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$366,6982.3KQ4 2025OLDER
Spire Wealth Management$2.9B AUM0.00%$19,857116Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$169,904990Q1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$384,6002.2KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$1841.1KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$34,668202Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$4,11924Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$420,0392.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M7.3KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$484,3112.8KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$8,21048Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$2,23113Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$525,5533.1KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$228,0831.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,43220Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$11,46471Q4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$20,09896Q2 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$631,2183.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$402,2772.3KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$1,77611Q4 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$8585Q1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.00%$575,8953.4KQ3 2025OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$6864Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,0306Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$108,979635Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$26,459158Q3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$285,2321.7KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$764,0524.5KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$7,38043Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$17,162100Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$123,476735Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$6874Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$2,05912Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$20,105117Q2 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$85,558530Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$1M7.5KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$6874Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M6.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$469,1682.8KQ3 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$1,71610Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,2017Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$10,81967Q4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$3,43220Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$8,37350Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$51,830302Q1 2026OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$322,9402.0KQ4 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$759,1864.4KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$3,94723Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$227,7731.3KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$2,40314Q1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$6934Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$382,5332.2KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$34,162204Q3 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5153Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$5153Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$8595Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$1,99612Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$6864Q1 2026OLDER
Amundi$367.1B AUM0.00%$631,3903.7KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$6,17836Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$8595Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$43,077251Q1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$1,5739Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,3738Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$118,761692Q1 2026OLDER
North Capital, Inc.$118M AUM0.00%$1671Q3 2025OLDER
MidFirst Bank$1.2B AUM0.00%$1,5459Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$3112Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$31,406183Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$21,101126Q3 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$10,81063Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$6874Q1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$6864Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$128,200747Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$1,71610Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$25,743150Q1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$3432Q1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$36,555213Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$1,1927Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$26,773156Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$5023Q3 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$6864Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$4192Q2 2026
Blue Trust, Inc.$8.7B AUM0.00%$3,43220Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,0056Q3 2025OLDER
DANSKE BANK A/S$41.5B AUM0.00%$16,147100Q4 2025OLDER

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