STGWSTAGWELL INC
CUSIP 85256A109 · Yahoo Finance ↗ · Google Finance ↗
Stagwell Inc (STGW) has 180 institutional holders in Filings Flow’s 13F database, together reporting 103.66M shares worth $646M as of Q1 2026. The largest reported holders are Hotchkis & Wiley Capital Management LLC, Madison Avenue Partners, LP, and Blackrock, Inc..
Institutional Holders
180
Q1 2026
Reported Value
$646M
Ticker
STGW
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ADW Capital Management, LLC$257M AUM | 14.67% | $38M | 6.00M | Q1 2026OLDER |
| Madison Avenue Partners, LP$2.3B AUM | 2.19% | $50M | 8.01M | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 1.92% | $10M | 1.56M | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 1.06% | $14M | 2.16M | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 1.04% | $2M | 315.7K | Q1 2026OLDER |
| Stanley Capital Management, LLC$598M AUM | 1.00% | $6M | 950.3K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$1.8B AUM | 0.70% | $13M | 2.04M | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.45% | $145M | 23.06M | Q1 2026OLDER |
| Pacific Ridge Capital Partners, LLC$462M AUM | 0.33% | $2M | 243.1K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.25% | $566,100 | 90.0K | Q1 2026OLDER |
| Optimize Financial Inc$203M AUM | 0.21% | $421,663 | 67.0K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.21% | $12M | 1.73M | Q1 2026OLDER |
| VARCOV Co.$268M AUM | 0.18% | $467,577 | 95.6K | Q4 2025OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.18% | $3M | 409.1K | Q1 2026OLDER |
| Kanen Wealth Management LLC$278M AUM | 0.18% | $496,835 | 79.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.13% | $328,338 | 52.2K | Q1 2026OLDER |
| 9823 Capital, L.P.$132M AUM | 0.13% | $176,830 | 28.1K | Q1 2026OLDER |
| First Pacific Advisors, LP$7.1B AUM | 0.11% | $7M | 1.19M | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.10% | $243,693 | 49.8K | Q4 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.10% | $551,633 | 87.7K | Q1 2026OLDER |
| 683 Capital Management, LLC$1.9B AUM | 0.10% | $2M | 305.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.10% | $5M | 780.4K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.08% | $350,000 | 71.7K | Q4 2025OLDER |
| Net Worth Advisory Group$482M AUM | 0.06% | $277,728 | 44.2K | Q1 2026OLDER |
| Huber Capital Management LLC$647M AUM | 0.05% | $340,615 | 60.5K | Q3 2025OLDER |
| Counterpoint Mutual Funds LLC$666M AUM | 0.05% | $358,390 | 59.2K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $382,130 | 60.8K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.04% | $437,771 | 69.6K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.04% | $1M | 276.8K | Q4 2025OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $288,870 | 51.3K | Q3 2025OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.03% | $217,005 | 34.5K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.02% | $23M | 3.58M | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.02% | $243,385 | 38.7K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.02% | $136,920 | 28.0K | Q4 2025OLDER |
| CastleKnight Management LP$6.0B AUM | 0.02% | $1M | 199.4K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.02% | $56,477 | 9.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 454.9K | Q2 2026 |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $190,184 | 30.2K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $278,370 | 44.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $106,710 | 21.8K | Q4 2025OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.01% | $297,488 | 60.8K | Q4 2025OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.01% | $2M | 299.9K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.01% | $49,995 | 10.2K | Q4 2025OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $354,858 | 72.6K | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $8M | 1.32M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 1.59M | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $845,540 | 134.4K | Q1 2026OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.01% | $430,886 | 76.5K | Q3 2025OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.01% | $55,154 | 11.3K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $32M | 5.04M | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $640,511 | 101.8K | Q1 2026OLDER |
| Kemnay Advisory Services Inc.$622M AUM | 0.01% | $35,910 | 5.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $73,689 | 11.7K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.00% | $70,375 | 12.5K | Q3 2025OLDER |
| ARS Investment Partners, LLC$2.3B AUM | 0.00% | $108,456 | 14.6K | Q2 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $4M | 655.0K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $1M | 200.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $267,847 | 47.6K | Q3 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $563,903 | 89.7K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.00% | $62,200 | 10.0K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $444,012 | 90.8K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $28M | 4.38M | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.00% | $73,580 | 11.7K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $3M | 537.8K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 673.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $272,420 | 43.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $327,099 | 52.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $3M | 461.4K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 304.8K | Q3 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $2M | 300.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 757.7K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $6,290 | 1.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 371.8K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 271.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 2.08M | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $379,300 | 60.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $60,680 | 9.6K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $13,486 | 2.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $166,666 | 26.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $130,958 | 20.8K | Q1 2026OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $259,713 | 53.1K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $169,025 | 26.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $855,560 | 136.0K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $6,290 | 1.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $50,592 | 10.3K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $349,019 | 71.4K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $934,398 | 148.6K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $290,491 | 46.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $10M | 1.66M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $929,888 | 147.8K | Q1 2026OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.00% | $126,322 | 20.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $48,332 | 7.7K | Q1 2026OLDER |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.00% | $227,591 | 36.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $5M | 751.7K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $201,129 | 32.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $598,946 | 95.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 253.3K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $18M | 2.88M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $17M | 2.69M | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $87,997 | 14.0K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $286,195 | 45.5K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $7M | 1.13M | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $6M | 906.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $49M | 7.82M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $1M | 229.6K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $225,182 | 35.8K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 201.4K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $195,613 | 31.1K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $2M | 243.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 188.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $671,533 | 106.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $827,089 | 131.5K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $26M | 4.19M | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $137,755 | 24.5K | Q3 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $90,643 | 16.1K | Q3 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $159,766 | 25.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $338,217 | 53.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 509.0K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $2M | 305.4K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $786 | 125 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $195,305 | 31.1K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $14M | 2.30M | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $275,830 | 56.4K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $848,610 | 173.5K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $560 | 89 | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $526,360 | 83.7K | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $63,693 | 10.1K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $195,669 | 31.1K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $151,501 | 24.1K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $120,812 | 24.7K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $321,476 | 51.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $34,328 | 7.0K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 600.3K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $193,210 | 30.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $28M | 5.67M | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $69,300 | 12.3K | Q3 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $194,298 | 30.9K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $7M | 1.09M | Q1 2026OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.00% | $241,869 | 38.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $218,754 | 34.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 208.1K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $1,554 | 247 | Q1 2026OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $79,078 | 12.6K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 213.5K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $68,934 | 12.2K | Q3 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $315,607 | 50.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 270.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $320,620 | 51.0K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,070 | 170 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $204,285 | 32.5K | Q1 2026OLDER |
| Freestone Grove Partners LP$14.2B AUM | 0.00% | $32,934 | 5.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $702,323 | 111.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $555,130 | 88.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $92,800 | 14.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $535 | 85 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 174.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $3,315 | 527 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $617 | 98 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $524,599 | 107.3K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $68,033 | 10.8K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $68,756 | 10.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $836,545 | 133.0K | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $278,194 | 44.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $5,221 | 830 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $125,888 | 20.0K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $109,974 | 17.5K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $558,879 | 88.9K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $122,680 | 19.5K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $183,353 | 29.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $4,013 | 638 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $5,265 | 837 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $226,626 | 36.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $26,162 | 5.3K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $3,359 | 534 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $144,727 | 23.0K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $249,399 | 39.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $69,001 | 11.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $758 | 120.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $4,453 | 708 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $15,365 | 2.7K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 272.0K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $514 | 105 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $147,966 | 23.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $270,502 | 43.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,746 | 235 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $878,896 | 139.7K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $16,184 | 2.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $14,704 | 3.0K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $32,255 | 5.1K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $121,497 | 24.8K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $119,535 | 19.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $61,902 | 11.0K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $379 | 51 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $17,687 | 2.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $129,700 | 20.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $112,264 | 17.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $950 | 151 | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $6,479 | 1.0K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $139 | 22 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $4,296 | 683 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,791 | 288 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $736 | 117 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $45,000 | 7.2K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $13 | 2 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $806 | 128 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $333 | 68 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $59,249 | 9.4K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $26 | 4 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $629 | 100 | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $44 | 7 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,868 | 774 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $94 | 15 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,429 | 235 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $7 | 1 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $252 | 40 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.