SUNBSUNBELT RENTALS HOLDINGS INC
CUSIP 866966104 · Yahoo Finance ↗ · Google Finance ↗
Sunbelt Rentals Holdings Inc (SUNB) has 21 institutional holders in Filings Flow’s 13F database, together reporting 298.26M shares worth $19.6B as of Q1 2026. The largest reported holders are Dodge & Cox, Vanguard Capital Management LLC, and Vanguard Portfolio Management LLC.
Institutional Holders
21
Q1 2026
Reported Value
$192M
Ticker
SUNB
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ABRAMS BISON INVESTMENTS, LLC$2.3B AUM | 35.38% | $818M | 12.56M | Q1 2026OLDER |
| LFL Advisers, LLC$332M AUM | 12.83% | $43M | 659.9K | Q1 2026OLDER |
| Dorsey Asset Management, LLC$1.3B AUM | 11.43% | $144M | 2.20M | Q1 2026OLDER |
| Metropolis Capital Ltd$3.0B AUM | 10.41% | $308M | 4.91M | Q1 2026OLDER |
| Lansing Management LP$151M AUM | 8.46% | $13M | 195.7K | Q1 2026OLDER |
| Rothschild & Co Wealth Management UK Ltd$6.5B AUM | 8.18% | $534M | 8.51M | Q1 2026OLDER |
| Broad Run Investment Management, LLC$568M AUM | 7.78% | $44M | 704.5K | Q1 2026OLDER |
| CNA FINANCIAL CORP$235M AUM | 6.92% | $16M | 250.0K | Q1 2026OLDER |
| Ruane, Cunniff & Goldfarb L.P.$6.0B AUM | 5.93% | $357M | 5.49M | Q1 2026OLDER |
| Crow's Nest Holdings LP$428M AUM | 5.67% | $24M | 372.6K | Q1 2026OLDER |
| Turtle Creek Asset Management Inc.$2.7B AUM | 5.36% | $143M | 2.20M | Q1 2026OLDER |
| GOODNOW INVESTMENT GROUP, LLC$913M AUM | 5.23% | $48M | 733.9K | Q1 2026OLDER |
| BloombergSen Inc.$1.3B AUM | 5.05% | $66M | 1.02M | Q1 2026OLDER |
| GARDNER RUSSO & QUINN LLC$8.5B AUM | 4.63% | $394M | 6.05M | Q1 2026OLDER |
| BECK MACK & OLIVER LLC$4.8B AUM | 4.53% | $220M | 3.38M | Q1 2026OLDER |
| AGMAN CAPITAL LLC$126M AUM | 4.47% | $6M | 89.4K | Q1 2026OLDER |
| Hyperion Capital Advisors LP$208M AUM | 3.92% | $8M | 125.2K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 3.43% | $585M | 92.1K | Q1 2026OLDER |
| CENTRAL SECURITIES CORP$1.2B AUM | 3.22% | $39M | 600.0K | Q1 2026OLDER |
| James Hambro & Partners LLP$2.6B AUM | 2.87% | $73M | 1.17M | Q1 2026OLDER |
| COOKE & BIELER LP$8.8B AUM | 2.06% | $182M | 2.82M | Q1 2026OLDER |
| DODGE & COX$182.0B AUM | 1.90% | $3.5B | 53.10M | Q1 2026OLDER |
| Burkett Asset Management Ltd$101M AUM | 1.88% | $2M | 29.4K | Q1 2026OLDER |
| Baader Bank Aktiengesellschaft$1.3B AUM | 1.60% | $20M | 325.7K | Q1 2026OLDER |
| EDENTREE ASSET MANAGEMENT Ltd$332M AUM | 1.59% | $5M | 80.9K | Q1 2026OLDER |
| FIDUCIARY MANAGEMENT INC /WI/$8.1B AUM | 1.55% | $125M | 1.92M | Q1 2026OLDER |
| Unisphere Establishment$11.9B AUM | 1.28% | $152M | 2.33M | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 1.18% | $2M | 35.7K | Q1 2026OLDER |
| Foyston, Gordon & Payne Inc$434M AUM | 1.03% | $4M | 68.7K | Q1 2026OLDER |
| HARRIS ASSOCIATES L P$75.0B AUM | 1.01% | $759M | 11.65M | Q1 2026OLDER |
| Canoe Financial LP$7.3B AUM | 1.00% | $73M | 1.13M | Q1 2026OLDER |
| MONTRUSCO BOLTON INVESTMENTS INC.$6.6B AUM | 0.86% | $57M | 1.00M | Q1 2026OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.86% | $30M | 461.7K | Q1 2026OLDER |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.85% | $5M | 76.8K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.84% | $2M | 33.0K | Q2 2026 |
| CAMBIAR INVESTORS LLC$2.2B AUM | 0.81% | $17M | 268.3K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.79% | $29M | 444.8K | Q1 2026OLDER |
| Black Creek Investment Management Inc.$1.9B AUM | 0.78% | $15M | 223.8K | Q1 2026OLDER |
| PineStone Asset Management Inc.$14.2B AUM | 0.67% | $96M | 1.47M | Q1 2026OLDER |
| Giverny Capital Inc.$2.7B AUM | 0.65% | $18M | 270.8K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.58% | $146M | 2.29M | Q2 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM | 0.56% | $34M | 543.2K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.53% | $63M | 963.4K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.52% | $4M | 57.6K | Q1 2026OLDER |
| denkapparat Operations GmbH$242M AUM | 0.52% | $1M | 19.8K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.48% | $6M | 99.4K | Q1 2026OLDER |
| Quilter Plc$5.7B AUM | 0.47% | $27M | 411.6K | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.45% | $533,738 | 8.2K | Q1 2026OLDER |
| ASR Vermogensbeheer N.V.$8.5B AUM | 0.43% | $37M | 587.0K | Q1 2026OLDER |
| AEGON ASSET MANAGEMENT UK PLC$7.5B AUM | 0.40% | $30M | 486.8K | Q1 2026OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.39% | $36M | 546.1K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.39% | $2M | 32.6K | Q1 2026OLDER |
| Councilmark Asset Management, LLC$174M AUM | 0.37% | $642,438 | 9.9K | Q1 2026OLDER |
| ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM | 0.35% | $165M | 2.53M | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.32% | $3M | 41.6K | Q1 2026OLDER |
| Andra AP-fonden$8.4B AUM | 0.31% | $26M | 5.5K | Q1 2026OLDER |
| Motley Fool Wealth Management, LLC$884M AUM | 0.31% | $3M | 42.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.28% | $2M | 29.9K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.28% | $81M | 1.25M | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.27% | $8M | 116.2K | Q1 2026OLDER |
| Titan Wealth (CI) Ltd$232M AUM | 0.26% | $609,346 | 9.7K | Q1 2026OLDER |
| Addenda Capital Inc.$3.6B AUM | 0.26% | $9M | 195.9K | Q1 2026OLDER |
| Intesa Sanpaolo S.p.A.$1.7B AUM | 0.24% | $4M | 62.1K | Q1 2026OLDER |
| Life Cycle Investment Partners Ltd$15.7B AUM | 0.23% | $36M | 565.2K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.23% | $427M | 6.61M | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.23% | $35M | 563.4K | Q1 2026OLDER |
| 111 Capital$406M AUM | 0.22% | $909,953 | 14.5K | Q1 2026OLDER |
| BAILLIE GIFFORD & CO$97.9B AUM | 0.20% | $195M | 3.11M | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.20% | $15M | 231.3K | Q1 2026OLDER |
| LYRICAL ASSET MANAGEMENT LP$6.6B AUM | 0.19% | $12M | 191.0K | Q1 2026OLDER |
| LOEWS CORP$11.9B AUM | 0.18% | $21M | 320.0K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.17% | $97M | 1.54M | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.16% | $78M | 1.19M | Q1 2026OLDER |
| AVIVA PLC$59.6B AUM | 0.14% | $86M | 1.38M | Q1 2026OLDER |
| WGI DM, LLC$1000M AUM | 0.14% | $1M | 21.4K | Q1 2026OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 0.14% | $7M | 137.1K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.13% | $703M | 11.22M | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.13% | $117M | 1.80M | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.13% | $6M | 92.4K | Q1 2026OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.13% | $105M | 1.68M | Q1 2026OLDER |
| Boussard & Gavaudan Investment Management LLP$1.1B AUM | 0.12% | $1M | 19.4K | Q1 2026OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.12% | $2M | 29.2K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.10% | $110M | 1.69M | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.10% | $658M | 10.11M | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.10% | $847,472 | 13.0K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.10% | $2M | 30.0K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.08% | $822,536 | 11.0K | Q2 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM | 0.08% | $1M | 22.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.08% | $465M | 7.14M | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.08% | $11M | 170.3K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.08% | $571,230 | 8.8K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.07% | $274M | 4.21M | Q1 2026OLDER |
| INTACT INVESTMENT MANAGEMENT INC.$3.5B AUM | 0.07% | $2M | 39.3K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.07% | $1.3B | 19.73M | Q1 2026OLDER |
| GROUPAMA ASSET MANAGMENT$6.8B AUM | 0.07% | $5M | 97.2K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.07% | $127M | 2.02M | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.06% | $254M | 3.98M | Q1 2026OLDER |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM | 0.06% | $40M | 615.7K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.06% | $3M | 44.0K | Q1 2026OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.06% | $3M | 47.2K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.06% | $52M | 823.6K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.06% | $104M | 1.66M | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.06% | $427,909 | 6.6K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.06% | $68M | 1.07M | Q1 2026OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.06% | $11M | 176.2K | Q1 2026OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.06% | $37M | 565.0K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.06% | $3M | 50.0K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.06% | $2M | 35.7K | Q1 2026OLDER |
| Westerkirk Capital Inc.$929M AUM | 0.05% | $507,702 | 7.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.05% | $6M | 93.7K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.05% | $2M | 37.7K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.05% | $11M | 170.8K | Q1 2026OLDER |
| Sienna Gestion$1.5B AUM | 0.05% | $771,010 | 12.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.05% | $3M | 43.9K | Q1 2026OLDER |
| Capital World Investors$732.9B AUM | 0.05% | $363M | 5.69M | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.05% | $3M | 46.4K | Q1 2026OLDER |
| APG Asset Management N.V.$31.6B AUM | 0.05% | $15M | 283.1K | Q1 2026OLDER |
| Bellecapital International Ltd.$554M AUM | 0.05% | $268,171 | 4.1K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.05% | $230,693 | 3.5K | Q1 2026OLDER |
| PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM | 0.05% | $15M | 230.1K | Q1 2026OLDER |
| Alvarez & Marsal Private Wealth Partners, LLC$712M AUM | 0.05% | $324,929 | 5.0K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.04% | $20M | 325.7K | Q1 2026OLDER |
| PBU - The Pension Fund of Early Childhood & Youth Educators$6.6B AUM | 0.04% | $3M | 47.1K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.04% | $13M | 203.6K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.04% | $2M | 28.9K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.04% | $156M | 2.48M | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.04% | $1.7B | 26.10M | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.04% | $1M | 20.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.04% | $179M | 2.86M | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.04% | $5M | 78.7K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.04% | $120M | 1.84M | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.04% | $13M | 207.8K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.04% | $6M | 87.5K | Q1 2026OLDER |
| Brave Warrior Advisors, LLC$4.0B AUM | 0.04% | $2M | 23.8K | Q1 2026OLDER |
| SEB Asset Management AB$23.4B AUM | 0.04% | $9M | 141.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.04% | $35M | 555.0K | Q1 2026OLDER |
| Cromwell Holdings LLC$178M AUM | 0.04% | $63,267 | 972 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.04% | $47M | 738.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $9M | 136.1K | Q1 2026OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.03% | $1M | 27.7K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.03% | $262,768 | 4.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $183M | 2.82M | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 0.03% | $6M | 95.1K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.03% | $895,769 | 13.8K | Q1 2026OLDER |
| Korea Investment CORP$48.3B AUM | 0.03% | $15M | 234.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $987,416 | 15.2K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.03% | $45M | 697.9K | Q1 2026OLDER |
| Utah Retirement Systems$9.8B AUM | 0.03% | $3M | 45.3K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.03% | $4M | 63.3K | Q1 2026OLDER |
| Numerai GP LLC$997M AUM | 0.03% | $287,893 | 4.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $29M | 442.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $530,028 | 8.1K | Q1 2026OLDER |
| Plato Investment Management Ltd$1.5B AUM | 0.03% | $424,344 | 6.8K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.03% | $446,778 | 6.9K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.03% | $511,151 | 7.9K | Q1 2026OLDER |
| OSLO PENSJONSFORSIKRING AS$643M AUM | 0.03% | $178,646 | 2.9K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.03% | $4M | 57.1K | Q1 2026OLDER |
| Mitsubishi UFJ Trust & Banking Corp$40.6B AUM | 0.03% | $10M | 160.7K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.03% | $1M | 17.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.02% | $38M | 799.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.02% | $99M | 1.53M | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.02% | $46,344 | 712 | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.02% | $955,596 | 15.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $875,277 | 11.7K | Q2 2026 |
| Elo Mutual Pension Insurance Co$6.1B AUM | 0.02% | $1M | 29.0K | Q1 2026OLDER |
| Raiffeisen Bank International AG$7.0B AUM | 0.02% | $2M | 31.9K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.02% | $1M | 21.1K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.02% | $20M | 324.5K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $423,345 | 6.5K | Q1 2026OLDER |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$298M AUM | 0.02% | $63,137 | 970 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 40.8K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $34,693 | 533 | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 44.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $21M | 328.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.02% | $9M | 195.4K | Q1 2026OLDER |
| Brown Shipley& Co Ltd$167M AUM | 0.02% | $32,545 | 500 | Q1 2026OLDER |
| FRANKLIN STREET ADVISORS INC /NC$1.8B AUM | 0.02% | $344,575 | 4.6K | Q2 2026 |
| Hardy Reed LLC$1.4B AUM | 0.02% | $260,360 | 4.0K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.02% | $8M | 131.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $124M | 1.91M | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.02% | $1M | 21.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $161M | 2.48M | Q1 2026OLDER |
| PKO Investment Management Joint-Stock Co$1.2B AUM | 0.02% | $217,652 | 3.5K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.02% | $211,860 | 2.8K | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.02% | $41M | 635.4K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $94,576 | 1.5K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.02% | $555,976 | 8.6K | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.02% | $1M | 21.7K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.02% | $1M | 18.4K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.02% | $829,465 | 13.1K | Q1 2026OLDER |
| Siemens Fonds Invest GmbH$1.7B AUM | 0.02% | $293,075 | 6.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $1M | 21.0K | Q1 2026OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.02% | $16M | 243.6K | Q1 2026OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.02% | $4M | 66.6K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.02% | $19M | 307.8K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.02% | $11M | 173.8K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.02% | $5M | 81.8K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.02% | $2M | 25.2K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 0.02% | $432,848 | 6.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $777,760 | 11.9K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $4M | 65.8K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.01% | $256,975 | 3.9K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $31M | 488.2K | Q1 2026OLDER |
| Munich Reinsurance Co Stock Corp in Munich$4.1B AUM | 0.01% | $559,510 | 8.9K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.01% | $4M | 59.5K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.01% | $2M | 39.8K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.01% | $16M | 256.1K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 0.01% | $36,450 | 560 | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $23M | 367.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $78M | 1.25M | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $47M | 738.1K | Q1 2026OLDER |
| Carmignac Gestion$6.5B AUM | 0.01% | $740,573 | 15.6K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $23M | 354.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $3M | 40.7K | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $32M | 560.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $23M | 367.4K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $404,550 | 6.2K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $26M | 393.5K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $547,223 | 8.4K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $4M | 62.6K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.01% | $916,988 | 14.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $382,581 | 5.9K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.01% | $35,800 | 550 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.01% | $10M | 161.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $236,208 | 3.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $117M | 1.79M | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.01% | $815,194 | 12.0K | Q1 2026OLDER |
| PINEBRIDGE INVESTMENTS LLC$11.9B AUM | 0.01% | $944,110 | 19.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.01% | $44,196 | 679 | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $643,794 | 9.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $20,504 | 315 | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $419,115 | 6.4K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.01% | $3M | 39.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 111.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $35M | 534.6K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $586,331 | 9.0K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $18M | 282.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $54M | 830.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 343.9K | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.01% | $417,097 | 6.4K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.01% | $5M | 77.4K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.01% | $7M | 103.8K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $20,829 | 320 | Q1 2026OLDER |
| Assenagon Asset Management S.A.$80.2B AUM | 0.01% | $5M | 61.9K | Q2 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $881,709 | 13.5K | Q2 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $254,047 | 3.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.01% | $2M | 26.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 48.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $8M | 129.2K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $201,524 | 3.1K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $45,563 | 700 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $121,791 | 1.6K | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $7,811 | 120 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 37.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7M | 113.0K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $304,882 | 4.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $773,920 | 11.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $370,818 | 5.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $63M | 986.3K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $7M | 117.1K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $297,917 | 4.6K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $701,801 | 10.8K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $514,276 | 7.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $24,731 | 392 | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $23,433 | 360 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 15.4K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $1M | 22.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $3M | 52.7K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $15,362 | 236 | Q1 2026OLDER |
| WESTPAC BANKING CORP$1.4B AUM | 0.00% | $47,918 | 765 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $10M | 158.7K | Q1 2026OLDER |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.00% | $414,181 | 6.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $35,984 | 481 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $217,596 | 3.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 35.0K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $221,892 | 3.4K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 16.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $18M | 281.9K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $1M | 16.4K | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.00% | $319,295 | 5.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $558,928 | 8.6K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $662,421 | 10.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $153,352 | 2.4K | Q2 2026 |
| ABN AMRO Bank N.V.$9.3B AUM | 0.00% | $252,708 | 4.0K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $577,868 | 8.9K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.00% | $306,704 | 4.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 98.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $307,941 | 4.7K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $203,471 | 3.1K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $644,823 | 10.3K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.00% | $2,604 | 40 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 48.6K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.00% | $1M | 17.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $31,764 | 488 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $26,556 | 408 | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $7,291 | 112 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $436,168 | 6.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $30M | 401.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 15.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $206,856 | 3.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $340,421 | 5.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 83.0K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $32M | 485.7K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $448,010 | 6.9K | Q1 2026OLDER |
| MACQUARIE GROUP LTD$16.8B AUM | 0.00% | $272,727 | 4.2K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $3,124 | 48 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $681,688 | 10.5K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 18.7K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $11,782 | 181 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $17,770 | 273 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 15.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $222,520 | 3.4K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $3,891 | 52 | Q2 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $2,798 | 43 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $792,804 | 12.2K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $203,016 | 3.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $8M | 126.8K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $28,640 | 440 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $33,196 | 510 | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $576,856 | 8.9K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $37,405 | 500 | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $33,197 | 510 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $1M | 19.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 108.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $600,527 | 9.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $515,922 | 8.0K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $8,379 | 112 | Q2 2026 |
| WPG Advisers, LLC$136M AUM | 0.00% | $1,041 | 16 | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.00% | $448,903 | 7.1K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $2,603 | 40 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $3,480 | 54 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $124,778 | 1.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $329,876 | 5.1K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $52,853 | 812 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $546,561 | 8.4K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $4,265 | 57 | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,435 | 160 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $31M | 474.7K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $3,711 | 57 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $16,012 | 246 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 28.5K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $1,172 | 18 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,693 | 26 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,823 | 28 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $5,047 | 80 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $253,395 | 3.9K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $5,237 | 70 | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $47,451 | 729 | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $215,657 | 3.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $380,059 | 5.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $24,341 | 374 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $4,947 | 76 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,018 | 31 | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $1,563 | 24 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $339,888 | 5.2K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $12,758 | 196 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $130,180 | 2.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $45,353 | 697 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $521 | 8 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $4,383 | 68 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $17,704 | 272 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,499 | 20 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $7,030 | 108 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $247 | 3.9K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $449 | 6 | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $1,042 | 16 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $13,158 | 208 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $1,822 | 28 | Q1 2026OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $1,367 | 21 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $521 | 8 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,124 | 48 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $18,876 | 290 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $67,626 | 1.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $449,121 | 6.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,289 | 20 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $21,946 | 337 | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,042 | 16 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $30,053 | 462 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $781 | 12 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,154 | 64 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $976 | 15 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $521 | 8 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $15,296 | 235 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $210,176 | 3.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,041 | 16 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $520 | 8 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $195 | 3 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $5,858 | 90 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $6,825 | 105 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $44,065 | 677 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,302 | 20 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $2,343 | 36 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $330 | 4 | Q2 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $240,833 | 3.7K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $261 | 4 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $846 | 13 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1,140 | 24 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.