SEC 13F Intelligence

STAGSTAG INDUSTRIAL INC

CUSIP 85254J102 · Yahoo Finance ↗ · Google Finance ↗

Stag Industrial Inc (STAG) has 527 institutional holders in Filings Flow’s 13F database, together reporting 169.84M shares worth $6.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
527
Q1 2026
Reported Value
$6.0B
Ticker
STAG
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 233Q4 ’18Q1 ’19: 247Q2 ’19: 251Q2 ’19Q3 ’19: 272Q2 ’21: 359Q2 ’21Q4 ’21: 407Q4 ’22: 413Q4 ’22Q4 ’25: 531Q1 ’26: 527Q1 ’26Q2 ’26: 28filingsflow.com
Total reported value
Q4 ’18: $10.3BQ4 ’18Q1 ’19: $15.9BQ2 ’19: $18.3BQ2 ’19Q3 ’19: $23.4BQ2 ’21: $53.3BQ2 ’21Q4 ’21: $63.8BQ4 ’22: $2.3BQ4 ’22Q4 ’25: $6.2BQ1 ’26: $6.0BQ1 ’26Q2 ’26: $63Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Bayhunt Capital LLC$106M AUM5.56%$6M159.8KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM2.08%$81M2.25MQ1 2026OLDER
VIRGINIA WEALTH MANAGEMENT GROUP, INC.$187M AUM1.81%$3M94.0KQ1 2026OLDER
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM1.78%$25M685.3KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM1.69%$114M3.17MQ1 2026OLDER
Bridge Creek Capital Management LLC$360M AUM1.41%$5M143.4KQ3 2025OLDER
Aristotle Capital Boston, LLC$1.6B AUM1.29%$21M577.7KQ1 2026OLDER
Aegis Wealth Management, Inc.$127M AUM1.23%$2M43.4KQ1 2026OLDER
Eliot Finkel Investment Counsel, LLC$184M AUM1.16%$2M59.2KQ1 2026OLDER
Vert Asset Management LLC$315M AUM1.10%$3M95.8KQ1 2026OLDER
Guardian Wealth Management, Inc.$183M AUM1.06%$2M53.8KQ1 2026OLDER
Dean Capital Management$241M AUM0.83%$2M55.6KQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.78%$16M438.3KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.76%$92M2.55MQ1 2026OLDER
MQS Management LLC$148M AUM0.65%$967,20126.8KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.64%$45M1.25MQ1 2026OLDER
PACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.0B AUM0.60%$18M500.0KQ1 2026OLDER
J.M. Arbour, LLC$104M AUM0.60%$623,08517.3KQ1 2026OLDER
MILLER HOWARD INVESTMENTS INC /NY$3.7B AUM0.58%$21M587.0KQ1 2026OLDER
Motley Fool Wealth Management, LLC$884M AUM0.57%$5M138.8KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.56%$4M109.9KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.56%$54M1.50MQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.51%$123M3.41MQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.49%$14M388.2KQ1 2026OLDER
Friedenthal Financial$199M AUM0.48%$933,88825.4KQ4 2025OLDER
CORNERCAP INVESTMENT COUNSEL INC$203M AUM0.39%$785,96621.4KQ4 2025OLDER
Mizuho Markets Cayman LP$1.9B AUM0.38%$7M203.6KQ4 2025OLDER
Sage Capital Management, LLC$213M AUM0.35%$747,27420.7KQ1 2026OLDER
Values First Advisors, Inc.$192M AUM0.31%$585,90116.2KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.29%$33M922.3KQ1 2026OLDER
Kaizen Financial Strategies$236M AUM0.28%$657,03516.9KQ1 2026OLDER
SPIRIT OF AMERICA MANAGEMENT CORP/NY$507M AUM0.28%$1M39.0KQ1 2026OLDER
Collaborative Fund Advisors, LLC$162M AUM0.26%$418,18811.6KQ1 2026OLDER
Whalen Wealth Management Inc.$187M AUM0.26%$436,67812.4KQ3 2025OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.25%$798,15222.1KQ1 2026OLDER
TICINO WEALTH$288M AUM0.25%$714,73619.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.25%$1M28.4KQ1 2026OLDER
LITTLE HOUSE CAPITAL LLC$387M AUM0.24%$954,32626.0KQ4 2025OLDER
PENNINGTON PARTNERS & CO., LLC$292M AUM0.23%$682,93718.7KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.23%$1M29.5KQ3 2025OLDER
Foresight Group Ltd Liability Partnership$566M AUM0.23%$1M35.5KQ1 2026OLDER
44 WEALTH MANAGEMENT LLC$286M AUM0.22%$637,75717.7KQ1 2026OLDER
PEAK FINANCIAL ADVISORS LLC$226M AUM0.21%$480,66113.3KQ1 2026OLDER
Campion Asset Management$147M AUM0.20%$301,7508.4KQ1 2026OLDER
Avantra Family Wealth, Inc.$134M AUM0.20%$266,0877.4KQ1 2026OLDER
BOKF, NA$6.5B AUM0.19%$12M338.8KQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM0.19%$630,79817.5KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.18%$2M56.8KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.18%$6M157.2KQ4 2025OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.18%$11M292.5KQ1 2026OLDER
SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM0.17%$1M30.3KQ1 2026OLDER
VARCOV Co.$268M AUM0.17%$438,43711.9KQ4 2025OLDER
Cascade Financial Partners, LLC$970M AUM0.17%$2M45.5KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.17%$11M312.7KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.16%$1M33.6KQ4 2025OLDER
Woodline Partners LP$26.4B AUM0.16%$43M1.19MQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.16%$29M808.0KQ1 2026OLDER
Drucker Wealth 3.0, LLC$573M AUM0.16%$908,80325.2KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.16%$2M43.0KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.15%$8M229.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$3M83.6KQ4 2025OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.14%$350,0069.9KQ3 2025OLDER
Greenland Capital Management LP$787M AUM0.14%$1M30.0KQ1 2026OLDER
BCO Wealth Management LLC$166M AUM0.13%$223,5726.2KQ1 2026OLDER
DoubleLine ETF Adviser LP$263M AUM0.13%$348,5209.7KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.13%$2M41.1KQ2 2026
EntryPoint Capital, LLC$341M AUM0.13%$431,56612.0KQ1 2026OLDER
APG Asset Management US Inc.$13.0B AUM0.13%$16M452.1KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.12%$1M33.3KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM0.12%$408,52411.3KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.12%$818,63422.7KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.12%$485,74713.2KQ4 2025OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.12%$7M189.1KQ1 2026OLDER
Carson Advisory Inc.$193M AUM0.11%$216,3246.0KQ1 2026OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.11%$415,48311.5KQ1 2026OLDER
1492 Capital Management LLC$263M AUM0.11%$282,8197.8KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.10%$3M86.2KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.09%$2M58.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.09%$28M784.7KQ1 2026OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.09%$232,3086.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.08%$21M569.9KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.08%$2M57.7KQ4 2025OLDER
Register Financial Advisors LLC$271M AUM0.08%$210,2925.8KQ1 2026OLDER
Outlook Wealth Advisors, LLC$413M AUM0.08%$341,9259.3KQ4 2025OLDER
Somerset Trust Co$354M AUM0.07%$261,7776.9KQ2 2026
MetLife Investment Management, LLC$19.6B AUM0.07%$14M398.9KQ1 2026OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.07%$7M195.3KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.07%$6M158.6KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.07%$2M56.7KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.07%$701,04418.8KQ4 2025OLDER
Glenmede Investment Management, LP$20.7B AUM0.07%$14M404.4KQ3 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.07%$154,4294.2KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.07%$11M305.5KQ4 2025OLDER
Motley Fool Asset Management LLC$2.3B AUM0.07%$2M42.7KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.06%$19M519.6KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.06%$966,42025.4KQ2 2026
GLENMEDE TRUST CO NA$20.4B AUM0.06%$12M345.3KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.06%$333,6699.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$1M28.7KQ1 2026OLDER
Shepherd Financial Partners LLC$1.1B AUM0.06%$613,99517.0KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.06%$9M245.1KQ2 2026
Dynamic Technology Lab Private Ltd$615M AUM0.06%$352,7399.8KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.06%$1M34.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.06%$41M1.14MQ1 2026OLDER
ANCHOR CAPITAL ADVISORS LLC$3.5B AUM0.06%$2M55.1KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.06%$264,3567.3KQ2 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC$9.7B AUM0.06%$5M147.8KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.05%$300,9188.5KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.05%$236,8816.4KQ4 2025OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.05%$2M49.5KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.05%$729,07820.2KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.05%$18M497.1KQ3 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.05%$4M99.1KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$13M355.3KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.05%$311,9998.8KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.05%$61M1.69MQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.05%$2M48.0KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.05%$599,24416.6KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.05%$329,6999.1KQ1 2026OLDER
PineBridge Investments, L.P.$13.5B AUM0.05%$6M171.9KQ3 2025OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.04%$400,26611.1KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.04%$440,82612.0KQ4 2025OLDER
Metis Global Partners, LLC$4.1B AUM0.04%$2M50.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$254,9087.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$132M3.60MQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.04%$16M444.9KQ3 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$4M98.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.04%$146M4.05MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M35.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$8M231.5KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.04%$511,33014.2KQ1 2026OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.04%$4M123.1KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.04%$6M152.7KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.04%$5M137.8KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.04%$25M692.5KQ1 2026OLDER
Gold Investment Management Ltd.$323M AUM0.04%$119,0343.3KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.04%$646,05117.9KQ1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.04%$370,33610.3KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.04%$2M55.4KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.03%$625,24417.3KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.03%$585,81415.9KQ4 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.03%$12M325.3KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.03%$3M93.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$607M16.84MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.03%$10M275.8KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.03%$334,6089.3KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M53.8KQ3 2025OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.03%$588,97916.3KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.03%$2M64.9KQ4 2025OLDER
COMMERCE BANK$20.7B AUM0.03%$6M172.9KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M73.2KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.03%$976,75727.1KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.03%$2M44.6KQ1 2026OLDER
STRS OHIO$25.2B AUM0.03%$7M206.2KQ1 2026OLDER
Canton Hathaway, LLC$496M AUM0.03%$144,2404.0KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.03%$1M33.7KQ3 2025OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.03%$836,73623.2KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$8M234.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.03%$11M302.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.03%$514M14.25MQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$3M92.2KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.03%$73,5301.9KQ2 2026
Consolidated Portfolio Review Corp$1.1B AUM0.03%$210,0326.0KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.03%$2M62.0KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$7M187.5KQ1 2026OLDER
SRH ADVISORS, LLC$349M AUM0.03%$90,1502.5KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.03%$4M119.8KQ1 2026OLDER
Bank of New Hampshire$437M AUM0.03%$111,7863.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$20M570.9KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$388,26111.0KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.03%$3M82.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.02%$5M132.7KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.02%$462,73112.8KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$3M86.8KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$2M42.8KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$228,3606.0KQ2 2026
J.Safra Asset Management Corp$1.9B AUM0.02%$421,93311.7KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$108M2.98MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$24M659.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$71M1.96MQ1 2026OLDER
Hilltop National Bank$468M AUM0.02%$101,8872.7KQ2 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$759,10719.9KQ2 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$507,76114.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$131M3.62MQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.02%$41M1.14MQ1 2026OLDER
AllSquare Wealth Management LLC$189M AUM0.02%$37,0191.0KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$11M323.7KQ3 2025OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.02%$369,43010.2KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M39.2KQ1 2026OLDER
Clean Yield Group$355M AUM0.02%$65,6221.8KQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.02%$2M50.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$18M506.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.0B28.64MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.02%$6M170.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M44.3KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$788,16321.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$96,4972.7KQ1 2026OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.02%$1M29.1KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.02%$2M69.3KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$1M39.6KQ3 2025OLDER
BTC Capital Management, Inc.$1.5B AUM0.02%$246,9396.8KQ1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.02%$247,0307.0KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$1M40.6KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M523.7KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$12M325.0KQ1 2026OLDER
TCW GROUP INC$13.3B AUM0.02%$2M57.9KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.02%$28,380787Q1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.02%$2M53.3KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.02%$49,7461.3KQ4 2025OLDER
Entropy Technologies, LP$2.2B AUM0.02%$330,8149.2KQ1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.02%$3M84.6KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.02%$421,65011.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$497,66513.8KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.01%$204,6825.8KQ3 2025OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.01%$371,21310.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$9M235.9KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.01%$75,2932.1KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M55.1KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$946M25.72MQ4 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$568,42015.5KQ4 2025OLDER
PROATHLETE WEALTH MANAGEMENT LLC$361M AUM0.01%$48,8771.4KQ1 2026OLDER
Hoese & Co LLP$135M AUM0.01%$18,030500Q1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$2M45.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$6M162.6KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$610,71216.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$484,93513.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$1M27.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M35.9KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M31.4KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M83.7KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.01%$1M35.4KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$334M9.17MQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$9M259.8KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$3M82.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$27M721.6KQ4 2025OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.01%$969,09927.5KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$352,7739.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$43M1.19MQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$234,1316.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M51.3KQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$71,0252.0KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M30.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$57M1.59MQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$394,35210.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$3M79.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$10M267.3KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$65,2511.8KQ3 2025OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$228,2446.3KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.01%$4M97.1KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$462,54212.8KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$235,7246.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$92,3502.6KQ1 2026OLDER
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$2.5B AUM0.01%$238,7536.6KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$252,2387.0KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.01%$10,818300Q1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.01%$1M30.6KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.01%$1M38.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$69M1.90MQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$48M1.33MQ2 2026
North Dakota State Investment Board$2.3B AUM0.01%$241,5876.6KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$144M4.00MQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$36M1.00MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$704,50419.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M46.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$38M1.04MQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$14M385.5KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.01%$36,7601.0KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$1M31.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$8M219.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M221.5KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$254,8427.1KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.01%$2M47.0KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$474,36913.2KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M426.5KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$39M1.09MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$13M352.8KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.01%$350,8529.7KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$565,31615.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$309M8.57MQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$13M369.5KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.01%$554,27815.4KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$257,7657.0KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$424,71511.6KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$16M457.2KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$222,0576.2KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$27,370759Q1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$367,44410.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M41.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$6M156.3KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.01%$841,89323.3KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$211,3035.6KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$14M380.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$42M1.17MQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$100M2.78MQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$1M35.0KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.01%$12M337.8KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M32.5KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$304,9598.5KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$706,94119.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M41.1KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$495,35713.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$308,7468.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$820,29322.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$3M95.7KQ1 2026OLDER
Chicago Capital, LLC$3.7B AUM0.01%$212,7545.9KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$718,42419.9KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.01%$1M29.6KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$761,33621.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$3M95.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$631,04817.5KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$7,284202Q1 2026OLDER
Man Group plc$55.1B AUM0.01%$3M81.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$363,34610.3KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$6M167.2KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M74.9KQ1 2026OLDER
Coastline Trust Co$1.0B AUM0.01%$50,4841.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$1M33.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$237,2756.6KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$224,6186.2KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$8M208.2KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$318,8788.8KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$379,81810.4KQ1 2026OLDER
S&T BANK/PA$268M AUM0.00%$12,477346Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$11M301.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$333,9879.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1M35.6KQ2 2026
GAMMA Investing LLC$2.7B AUM0.00%$124,0763.3KQ2 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.00%$243,5096.4KQ2 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$28M779.0KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$13,775382Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$139,0803.9KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$273,2947.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$17,381482Q1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$3M75.1KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$397,55211.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$225,8446.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$16M440.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$428,10411.9KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M67.4KQ1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$7,058200Q3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$5M133.9KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$210,3805.7KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$59,0941.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M30.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M166.2KQ1 2026OLDER
AEW CAPITAL MANAGEMENT L P$1.4B AUM0.00%$55,9651.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$54M1.50MQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$13,126364Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$1M34.3KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$77,5322.2KQ3 2025OLDER
Financial Avengers, Inc.$219M AUM0.00%$8,241229Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$6M154.4KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$328,6939.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$355,8049.9KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.00%$218,2805.9KQ4 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$270,5577.5KQ1 2026OLDER
Norinchukin Bank, The$8.6B AUM0.00%$305,1768.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$15M425.5KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$5M126.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$124,9103.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M66.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$5M130.9KQ1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$5,887163Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$907,53424.8KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$9,320264Q3 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$597,50616.6KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$8,411221Q2 2026
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$296,0288.1KQ4 2025OLDER
HHM Wealth Advisors, LLC$869M AUM0.00%$28,488790Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$85,5612.4KQ3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$2M43.5KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,253118.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$176,0814.9KQ2 2026
NewEdge Wealth, LLC$8.4B AUM0.00%$260,5537.2KQ1 2026OLDER
Three Bearings Fiduciary Advisors, Inc.$112M AUM0.00%$3,46190Q2 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$233,1196.5KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$381,01010.6KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$872,39924.2KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.00%$23,538667Q3 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$396,80411.0KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$207,8135.8KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$8M212.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$567,36815.7KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M72.7KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$4,930134Q4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M54.6KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$213,0795.9KQ1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$21,996610Q1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$241,2186.7KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$53,5721.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$17M471.1KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$669,12918.6KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$6,852190Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$3M88.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$14M378.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$40M1.09MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$578,05016.4KQ3 2025OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$8,857243Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$7M190.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$2M61.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M35.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M38.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M45.0KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$2M46.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$25,005657Q2 2026
Magnetar Financial LLC$9.8B AUM0.00%$228,2436.2KQ4 2025OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$24,413677Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$19M523.4KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$2M50.7KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$426,98611.8KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$384,53810.7KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$311,7758.6KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$43,4721.2KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$201,7205.6KQ1 2026OLDER
West Branch Capital LLC$373M AUM0.00%$7,429206Q1 2026OLDER
Global X Japan Co., Ltd.$1.9B AUM0.00%$37,8271.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M30.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$116,1303.3KQ3 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M57.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M34.8KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$108,9013.0KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$409,29611.2KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$156,4284.3KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$9,953276Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$663,40718.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$57,0831.6KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$3,24590Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M40.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M98.2KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$101,7612.8KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$302,7888.6KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M141.2KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$4,264116Q4 2025OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$18,454502Q4 2025OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$987,71627.4KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$249,8696.8KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$9,287244Q2 2026
CENTRAL TRUST Co$5.1B AUM0.00%$80,2702.2KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$20,230561Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M78.6KQ1 2026OLDER
MOTCO$1.1B AUM0.00%$16,505449Q4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$651,06318.1KQ1 2026OLDER
Archer Investment Corp$469M AUM0.00%$6,887191Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$9,304258Q1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$405,13411.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M76.2KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$694,01119.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$482,89913.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M139.3KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$760,00021.1KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$501,01813.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$77,9622.2KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M30.2KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$215,1536.0KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$6,043169Q3 2025OLDER
AGF MANAGEMENT LTD$22.3B AUM0.00%$248,1296.9KQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.00%$1,55143Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$881,52424.4KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$184,7415.1KQ1 2026OLDER
Amundi$367.1B AUM0.00%$4M105.9KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$11,431317Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$5M149.0KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$7,032195Q1 2026OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.00%$233,2006.5KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$335,2129.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$637,16817.7KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$547,57115.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$476,38913.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$173,9534.8KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$10,097280Q1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.00%$258,7677.2KQ1 2026OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$21,636600Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$709,28819.3KQ4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$84,0562.3KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$4,255118Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$97427Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3,606100Q1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$225,8326.1KQ4 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$250,9796.8KQ4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$190,3975.3KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$1,73148Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M29.1KQ3 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$454,35612.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$10,061279Q1 2026OLDER
Richard W. Paul & Associates, LLC$297M AUM0.00%$2,13258Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$123,5423.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,70547Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$635,05917.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$5,725158.8KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$2,31864Q1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$7,212200Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$11,900330Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M71.0KQ1 2026OLDER
BROOKFIELD Corp /ON/$74.2B AUM0.00%$510,29314.5KQ3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$25,242700Q1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$5,841162Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$88224Q4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.00%$14,063390Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$36,0601.0KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$91125Q1 2026OLDER

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