SEC 13F Intelligence

STAASTAAR SURGICAL CO

CUSIP 852312305 · Yahoo Finance ↗ · Google Finance ↗

Staar Surgical Co (STAA) has 187 institutional holders in Filings Flow’s 13F database, together reporting 448.0K shares worth $13M as of Q2 2026. The largest reported holders are Broadwood Capital Inc, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
187
Q2 2026
Reported Value
$992M
Ticker
STAA
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 156Q4 ’18Q1 ’19: 158Q2 ’19: 132Q2 ’19Q3 ’19: 126Q2 ’21: 257Q2 ’21Q4 ’21: 255Q4 ’22: 252Q4 ’22Q4 ’25: 198Q1 ’26: 187Q1 ’26Q2 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $1.7BQ2 ’19: $1.6BQ2 ’19Q3 ’19: $1.6BQ2 ’21: $52.0BQ2 ’21Q4 ’21: $26.4BQ4 ’22: $1.1BQ4 ’22Q4 ’25: $1.2BQ1 ’26: $992MQ1 ’26Q2 ’26: $13Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BROADWOOD CAPITAL INC$1.4B AUM21.25%$302M16.12MQ1 2026OLDER
Sand Grove Capital Management LLP$444M AUM10.88%$22M829.1KQ3 2025OLDER
Slotnik Capital, LLC$342M AUM5.33%$17M635.0KQ3 2025OLDER
Anatole Investment Management Ltd$716M AUM4.18%$30M1.60MQ1 2026OLDER
Defender Capital, LLC.$308M AUM4.02%$12M431.2KQ2 2026
AI-Squared Management Ltd$137M AUM3.65%$5M268.1KQ1 2026OLDER
BRIGHT VALLEY CAPITAL Ltd$153M AUM3.31%$5M272.0KQ1 2026OLDER
Madison Avenue Partners, LP$2.3B AUM1.99%$46M2.44MQ1 2026OLDER
KRYGER CAPITAL Ltd$1.3B AUM1.94%$17M623.9KQ3 2025OLDER
NEXPOINT ASSET MANAGEMENT, L.P.$1.5B AUM1.86%$21M797.6KQ3 2025OLDER
CRCM LP$141M AUM1.32%$2M100.0KQ1 2026OLDER
Freshford Capital Management, LLC$200M AUM1.17%$2M125.0KQ1 2026OLDER
AMERICAN CAPITAL MANAGEMENT INC$1.9B AUM0.88%$16M878.0KQ1 2026OLDER
ACT CAPITAL MANAGEMENT, LLC$127M AUM0.82%$1M55.5KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.72%$11M466.6KQ4 2025OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.67%$7M359.7KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.65%$7M246.8KQ3 2025OLDER
HARVEST MANAGEMENT LLC$206M AUM0.65%$2M87.7KQ4 2025OLDER
Topline Capital Management, LLC$605M AUM0.62%$7M297.7KQ4 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.62%$12M633.3KQ1 2026OLDER
Hunting Hill Global Capital, LLC$129M AUM0.62%$894,27638.7KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.56%$57M2.47MQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM0.44%$21M914.6KQ4 2025OLDER
Greenfield Seitz Capital Management, LLC$332M AUM0.43%$1M76.7KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.37%$3M133.7KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.27%$3M121.3KQ3 2025OLDER
Two Seas Capital LP$7.2B AUM0.27%$19M1.04MQ1 2026OLDER
Rangeley Capital, LLC$103M AUM0.23%$268,70010.0KQ3 2025OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM0.22%$2M90.0KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.20%$4M178.0KQ4 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.17%$2M67.9KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.15%$940,10550.3KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.10%$268,70010.0KQ3 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.10%$3M139.4KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.10%$401,11521.4KQ1 2026OLDER
Murchinson Ltd.$791M AUM0.09%$671,75025.0KQ3 2025OLDER
Symmetry Investments LP$913M AUM0.08%$923,60040.0KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.07%$579,86831.0KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.07%$674,65936.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.06%$325,43617.4KQ1 2026OLDER
GAM Holding AG$1.6B AUM0.05%$826,62235.8KQ4 2025OLDER
DV EQUITIES, LLC$558M AUM0.05%$270,15311.7KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.05%$37M1.60MQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M88.9KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$3M151.3KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.04%$1,07039.8KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.04%$529,28528.3KQ1 2026OLDER
Atika Capital Management LLC$796M AUM0.04%$440,66816.4KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.03%$5M219.4KQ4 2025OLDER
Sagefield Capital LP$1.4B AUM0.03%$294,76411.0KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.03%$2M129.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$986,52042.7KQ4 2025OLDER
Groupe la Francaise$7.3B AUM0.03%$2M80.8KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.03%$4M225.5KQ1 2026OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$305,18911.4KQ3 2025OLDER
LMR Partners LLP$45.4B AUM0.02%$13M558.6KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$4M148.6KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$609,28332.6KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.02%$218,99611.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$15M823.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$1M37.7KQ3 2025OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M86.7KQ4 2025OLDER
ORG Partners LLC$568M AUM0.02%$96,5154.2KQ4 2025OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.02%$1M51.9KQ4 2025OLDER
Soleus Capital Management, L.P.$2.5B AUM0.02%$374,00020.0KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.01%$1M50.2KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$187,00010.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M46.9KQ3 2025OLDER
TIG Advisors, LLC$2.2B AUM0.01%$240,13610.4KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$636,51134.0KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$362,74513.5KQ3 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M177.9KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$3M114.1KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$689,69925.7KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$317,91917.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$10M559.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M346.7KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M92.9KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$413,27022.1KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M67.7KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$225,41012.1KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$827,77244.3KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$671,36735.9KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$76,9504.1KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$4M159.8KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$3M157.0KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$630,26533.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M70.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$366,91013.7KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M135.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$24M1.27MQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$374,00020.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$412,36517.9KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$35,2681.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$15M820.8KQ1 2026OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$241,23012.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$249,45813.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$212,73111.4KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M48.0KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$5M242.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$20M1.07MQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$557,26029.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$125M6.67MQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M102.8KQ4 2025OLDER
Torren Management, LLC$201M AUM0.00%$4,179181Q4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.00%$52,1542.8KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$267,59011.6KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$40M2.12MQ1 2026OLDER
Blackstone Inc.$25.6B AUM0.00%$526,33722.8KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M129.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$75,6234.0KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$456,50424.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M59.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$974,45752.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$353,03718.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$246,9899.2KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$216,80811.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$52,5102.8KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$42,3181.5KQ2 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M322.1KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$456,46619.8KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$171,5919.2KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$98M4.23MQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$298,22715.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$901,28548.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M165.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$21M928.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$11M592.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M493.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$34M1.83MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$19M1.02MQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$230,02912.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$8M408.6KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$2M130.4KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$210,2589.1KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$923,66849.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$11,863587Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$248,28710.8KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$7M400.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$229,1488.5KQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$474,15725.4KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$25,6751.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$356,83319.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M231.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$32M1.69MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$3M137.9KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$206,22411.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$316,61016.9KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M64.0KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$676,88329.3KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$5M242.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$595,01531.8KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$1,04756Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$12,410642Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$138,3807.4KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$310,77811.6KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$450,83724.1KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$257,89213.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$1,34450Q3 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$164,2058.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$5,308185Q2 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M58.9KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M101.7KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$319,40413.8KQ4 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$5,610300Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M149.0KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$268,70010.0KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$300,67716.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$223,9509.7KQ4 2025OLDER
Investors Portfolio Services LLC$108M AUM0.00%$41314Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M97.6KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$205,85011.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$24,3851.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M82.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$398,46021.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$520,72027.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$440,66623.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$346,60415.0KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$550,56529.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$157,3428.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$214,09611.4KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$8,119283Q2 2026
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$4,410191Q4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$204,7858.9KQ4 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$17,017910Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$351,87818.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$353,09115.3KQ4 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$1,68390Q1 2026OLDER
Banque Transatlantique SA$4.2B AUM0.00%$7,447395Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$90139Q4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$685,61636.7KQ1 2026OLDER
Quarry LP$558M AUM0.00%$93550Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$5,591299Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$69,2463.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$62327Q2 2026
Sterling Capital Management LLC$5.3B AUM0.00%$6,564351Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$338,65718.1KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$3,254174Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$358,23619.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$96451.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$228,70112.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$67336Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,057110Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,36673Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$2,309100Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,582352Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1M64.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$6,433344Q1 2026OLDER
Amundi$367.1B AUM0.00%$304,64216.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,712145Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$48,7662.1KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,237122Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$945Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$43016Q3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$26214Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4,002214Q2 2026
CWM, LLC$38.1B AUM0.00%$23,0011.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$131,8167.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$270,53314.5KQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$683,97237.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$4,311223Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$41122Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$31,7341.7KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,061538Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$61,2243.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2158Q3 2025OLDER
Abound Wealth Management$440M AUM0.00%$1396Q4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$46,5252.5KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$123,1966.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$19,1861.0KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$5,236280Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$3,923146Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$13,427718Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$4,545243Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$39321Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$86046Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$321,05117.2KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$88,0004.7KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$46825Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$67029Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1689Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$65535Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$91649Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$191Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1396Q4 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$231Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$6,530365Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$87947Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,816142Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,309100Q4 2025OLDER

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