SEC 13F Intelligence

T77LENDINGTREE INC

CUSIP 52603B107 · Yahoo Finance ↗ · Google Finance ↗

Lendingtree Inc (T77) has 177 institutional holders in Filings Flow’s 13F database, together reporting 10.99M shares worth $467M as of Q1 2026. The largest reported holders are Blackrock, Inc., Jennison Associates LLC, and Vanguard Group Inc.

Institutional Holders
177
Q1 2026
Reported Value
$467M
Ticker
T77
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 181Q4 ’18Q1 ’19: 200Q2 ’19: 232Q2 ’19Q3 ’19: 198Q2 ’21: 218Q2 ’21Q4 ’21: 196Q4 ’22: 132Q4 ’22Q4 ’25: 181Q1 ’26: 177Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $2.8BQ4 ’18Q1 ’19: $5.2BQ2 ’19: $6.5BQ2 ’19Q3 ’19: $5.7BQ2 ’21: $8.2BQ2 ’21Q4 ’21: $9.5BQ4 ’22: $93MQ4 ’22Q4 ’25: $606MQ1 ’26: $467MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Blue Grotto Capital, LLC$868M AUM3.19%$31M584.9KQ4 2025OLDER
G2 Investment Partners Management LLC$406M AUM1.85%$8M175.3KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM1.60%$28M647.0KQ1 2026OLDER
S SQUARED TECHNOLOGY, LLC$264M AUM1.47%$4M90.8KQ1 2026OLDER
Philadelphia Financial Management of San Francisco, LLC$346M AUM1.43%$13M251.5KQ4 2025OLDER
RPg Family Wealth Advisory, LLC$479M AUM1.06%$5M90.8KQ4 2025OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.84%$20M469.3KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.51%$1M21.8KQ3 2025OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.46%$15M339.7KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.45%$9M218.3KQ1 2026OLDER
JACOBS ASSET MANAGEMENT, LLC$167M AUM0.38%$643,20015.0KQ1 2026OLDER
Intellectus Partners, LLC$490M AUM0.29%$1M32.8KQ1 2026OLDER
VARCOV Co.$268M AUM0.21%$544,49110.3KQ4 2025OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.20%$945,05814.6KQ3 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.17%$777,18514.6KQ4 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.11%$1M28.8KQ2 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.07%$2M27.3KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.06%$14M320.7KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.06%$387,4817.7KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M42.5KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.05%$1M29.1KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.04%$243,1305.7KQ1 2026OLDER
Private Capital Management, LLC$1.0B AUM0.04%$420,7456.5KQ3 2025OLDER
ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM0.04%$266,7146.2KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$618,93014.4KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.03%$513,27412.0KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.03%$44M1.02MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.03%$695,47116.2KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.03%$265,4505.0KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$251,3473.9KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$1M17.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$508,4547.9KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$2M43.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M28.4KQ3 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$263,0615.0KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$1M33.2KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$11M260.3KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.02%$202,4853.8KQ4 2025OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$323,2287.5KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.02%$1M22.0KQ3 2025OLDER
EFG International AG$4.7B AUM0.02%$737,02217.2KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.01%$332,5036.3KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.01%$11M257.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M130.9KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$223,3195.2KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$8M177.5KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$1M34.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$867,37720.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$15,535240Q3 2025OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.01%$2M24.8KQ3 2025OLDER
State of Wyoming$844M AUM0.01%$80,3141.9KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$730,11817.0KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.01%$855,07019.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$2M49.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$8M182.0KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$2M36.8KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M45.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$291,2846.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$16M368.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$12M274.4KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M49.8KQ4 2025OLDER
Trexquant Investment LP$13.9B AUM0.01%$771,84018.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$24M554.7KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.01%$59,3021.1KQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$463,7977.2KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M86.3KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$77,5002.0KQ4 2025OLDER
ALLSTATE CORP$9.4B AUM0.00%$457,91610.7KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$609,26111.5KQ4 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$5,309100Q4 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$214,4005.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$467,73510.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$9M203.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$133,1423.1KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$759,44817.7KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.00%$277,8205.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$678,74815.8KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M31.2KQ4 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.00%$66,8011.0KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M52.4KQ3 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$24,687465Q4 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M71.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$12M277.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2M48.8KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M41.4KQ2 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$32,365500Q3 2025OLDER
Torren Management, LLC$201M AUM0.00%$4,20298Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$227,3314.3KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M27.5KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M33.4KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$599,91711.3KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$260,0656.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M19.4KQ4 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.00%$484,33011.3KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M32.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$2M52.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$280,0926.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$758,97617.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M232.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$40,050934Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$459,97410.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$302,6135.7KQ4 2025OLDER
Arizona State Retirement System$17.1B AUM0.00%$219,7583.4KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$4,460104Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M24.9KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$131,7703.1KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$422,6259.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$4M93.5KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$3,00270Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M152.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M15.9KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$591,74413.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$9M200.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$8M189.9KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$218,1393.4KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$521,93512.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M37.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M79.1KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$716,35316.7KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$234,2115.5KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$7,976186Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$47M1.09MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M21.9KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$588,62813.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$12M277.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,85450Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$23,027537Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1,32725Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$2,61661Q1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$368,3785.7KQ3 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$200,3623.8KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$4M92.1KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$181,2544.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$831,22919.4KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$977,66422.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$254,7075.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$37M704.7KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$20,840486Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$8,494160Q4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$4M92.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$420,8679.8KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$20M478.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$596,57713.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$465,16210.8KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$13,166312Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$882,38420.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$318,3407.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$300,0317.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M33.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$111,4882.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$14,236332Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$209,8635.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$8M183.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$229,2743.5KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,473101Q2 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$9,078171Q4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$11M249.9KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$214,4844.0KQ4 2025OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$204,1094.8KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,78865Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$110,3302.6KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$3869Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$23,850556Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$605,18514.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$6M134.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M45.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$196,8194.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,07225Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M33.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M82.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M82.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$284,4666.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M34.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$5,581126Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$4,417103Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$244,7443.8KQ3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$17,281403Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$6,604154Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$553,35710.4KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$2,00731Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$768,58117.9KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$159,1982.5KQ3 2025OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$49,6981.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$589,94413.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$408,7329.5KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$201,7423.8KQ4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$55713Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$457,53010.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$11,692277Q1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$3007Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$244,0534.6KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$31,854600Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$533,62912.4KQ2 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$55,2671.0KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,588107Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$20,864393Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$341,8398.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$258,2734.0KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$3,85990Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$17,881417Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$5,50385Q3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$2,33644Q4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,32931Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$154,7113.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$56613.2KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$16,139304Q4 2025OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$1293Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$848,85420.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$103,8552.4KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,54436Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$5,95192Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$6,647155Q1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1724Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$6,432150Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$44,5991.1KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2586Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$102,0002.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,233192Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$20,668482Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$64710Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$8152Q4 2025OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$1293Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$3007Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$431Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,32931Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$10,720250Q1 2026OLDER
RMG Wealth Management LLC$866M AUM0.00%$371Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$3869Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,02924Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$4,374102Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$531Q4 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$1664Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$431Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$651Q3 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$421Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,14450Q2 2026
US BANCORP \DE\$82.4B AUM0.00%$60014Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$1,50135Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2124Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$431Q1 2026OLDER

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