SEC 13F Intelligence

TDCTERADATA CORP DEL

CUSIP 88076W103 · Yahoo Finance ↗ · Google Finance ↗

Teradata Corp Del (TDC) has 417 institutional holders in Filings Flow’s 13F database, together reporting 109.52M shares worth $2.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Lynrock Lake LP.

Institutional Holders
417
Q1 2026
Reported Value
$2.6B
Ticker
TDC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 310Q4 ’18Q1 ’19: 348Q2 ’19: 304Q2 ’19Q3 ’19: 298Q2 ’21: 320Q2 ’21Q4 ’21: 339Q4 ’22: 333Q4 ’22Q4 ’25: 391Q1 ’26: 417Q1 ’26Q2 ’26: 29filingsflow.com
Total reported value
Q4 ’18: $23.3BQ4 ’18Q1 ’19: $16.5BQ2 ’19: $15.6BQ2 ’19Q3 ’19: $14.6BQ2 ’21: $15.6BQ2 ’21Q4 ’21: $14.6BQ4 ’22: $1.7BQ4 ’22Q4 ’25: $2.8BQ1 ’26: $2.6BQ1 ’26Q2 ’26: $10Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lynrock Lake LP$1.5B AUM16.40%$240M9.35MQ1 2026OLDER
Archon Capital Management LLC$177M AUM5.01%$9M346.2KQ1 2026OLDER
Parsifal Capital Management, LP$849M AUM2.16%$18M714.9KQ1 2026OLDER
HARBER ASSET MANAGEMENT LLC$156M AUM2.04%$6M264.7KQ3 2025OLDER
WESTERLY CAPITAL MANAGEMENT, LLC$368M AUM1.50%$7M225.0KQ4 2025OLDER
Optimize Financial Inc$203M AUM1.02%$2M66.8KQ4 2025OLDER
Parrish Capital LLC$112M AUM0.91%$1M39.9KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.71%$5M185.6KQ1 2026OLDER
Convergence Investment Partners, LLC$611M AUM0.70%$4M167.3KQ1 2026OLDER
Lightrock Netherlands B.V.$468M AUM0.68%$3M124.9KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.60%$3M97.7KQ1 2026OLDER
Defiance ETFs, LLC$7.0B AUM0.49%$34M1.33MQ1 2026OLDER
Exit Wealth Advisors, LLC.$195M AUM0.39%$652,48121.4KQ4 2025OLDER
Marathon Asset Management Ltd$2.6B AUM0.34%$9M347.8KQ1 2026OLDER
VARCOV Co.$268M AUM0.32%$868,70333.9KQ1 2026OLDER
JMN Financial LLC$102M AUM0.29%$294,41211.5KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.29%$2M69.8KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.25%$1M54.6KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.24%$9M344.4KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.23%$255,37710.0KQ1 2026OLDER
Boston Trust Walden Corp$12.2B AUM0.23%$31M1.43MQ3 2025OLDER
UNICOM Systems, Inc.$1.5B AUM0.20%$2M93.4KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.20%$59M2.29MQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.18%$443,75414.6KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.17%$4M125.0KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.17%$1M39.6KQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM0.16%$357,23113.9KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.15%$3M123.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.13%$290,6419.5KQ4 2025OLDER
DGS Capital Management, LLC$609M AUM0.11%$690,11326.9KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.11%$1M66.1KQ3 2025OLDER
SORA INVESTORS LLC$1.1B AUM0.11%$1M45.0KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.11%$2M65.0KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.10%$34M1.32MQ1 2026OLDER
Impax Asset Management Group plc$14.3B AUM0.10%$14M547.0KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.10%$290,7396.5KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.09%$238,9547.8KQ4 2025OLDER
Boston Partners$95.5B AUM0.09%$82M3.22MQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.09%$275,36910.7KQ1 2026OLDER
WESTPORT ASSET MANAGEMENT INC$226M AUM0.08%$192,2257.5KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.08%$643,46725.1KQ1 2026OLDER
New Vernon Capital Holdings II LLC$136M AUM0.08%$103,2384.0KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.07%$24M1.09MQ3 2025OLDER
Gibbs Wealth Management$762M AUM0.07%$537,17921.0KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.07%$538,71721.0KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.06%$682,51126.6KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.06%$255,76210.0KQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.06%$461,34018.0KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.06%$1M40.5KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.06%$279,88813.0KQ3 2025OLDER
Inscription Capital, LLC$951M AUM0.06%$544,50921.2KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.06%$54M2.10MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.06%$33M1.29MQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.06%$482,17718.8KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$460,77618.0KQ1 2026OLDER
Portside Wealth Group, LLC$738M AUM0.05%$399,80215.6KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.05%$1M36.1KQ4 2025OLDER
One Wealth Advisors, LLC$803M AUM0.05%$397,34215.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.05%$258,94010.1KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.05%$2M97.4KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.04%$914,55535.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.04%$11M420.2KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$13M587.4KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M46.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.04%$2M85.8KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M92.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.04%$2M57.4KQ2 2026
Caitlin John, LLC$167M AUM0.04%$65,1772.5KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.04%$317,45312.4KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.04%$2M97.2KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.04%$12M453.9KQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.04%$295,3599.7KQ4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$3M120.8KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.03%$606,04723.6KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.03%$8M321.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$228,20010.6KQ3 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$343,26313.4KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.03%$20M763.4KQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.03%$206,4329.6KQ3 2025OLDER
ING GROEP NV$16.4B AUM0.03%$6M264.4KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M94.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.03%$22M847.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M158.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M68.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M139.6KQ1 2026OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.03%$20M769.3KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.03%$2M61.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.03%$59M2.36MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$23M888.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.03%$330,24315.4KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.02%$107M4.16MQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$2M66.4KQ1 2026OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$253,1739.9KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.02%$290,2769.5KQ4 2025OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.02%$3M117.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$5M205.8KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.02%$1M36.2KQ2 2026
TWINBEECH CAPITAL LP$965M AUM0.02%$221,8538.7KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.02%$35M1.37MQ1 2026OLDER
Essential Partners LLC$250M AUM0.02%$55,7082.5KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.02%$505,68214.6KQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$36M1.40MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$4M165.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$207,7616.0KQ2 2026
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M41.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.02%$17M653.6KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M54.8KQ1 2026OLDER
NATIXIS$28.0B AUM0.02%$4M176.9KQ3 2025OLDER
Kestra Investment Management, LLC$5.8B AUM0.02%$1M39.5KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.02%$14M541.0KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$676,38231.4KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$779,53825.6KQ4 2025OLDER
Smith Group Asset Management, LLC$2.0B AUM0.02%$314,76212.3KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$22M866.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.02%$11M420.0KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$1M58.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M80.6KQ4 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$5M251.2KQ3 2025OLDER
North Ridge Wealth Advisors, Inc.$178M AUM0.01%$25,6301.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$1M41.9KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M61.4KQ4 2025OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.01%$231,0407.6KQ4 2025OLDER
Abich Financial Wealth Management LLC$281M AUM0.01%$37,2121.7KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$236M9.21MQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.01%$245,2877.1KQ2 2026
FIL Ltd$128.7B AUM0.01%$16M728.7KQ3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$40,9571.2KQ2 2026
Horizon Investments, LLC$8.9B AUM0.01%$931,09930.6KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.01%$3M96.5KQ4 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$966,84037.7KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.01%$230,9776.7KQ2 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M89.7KQ1 2026OLDER
BOKF, NA$6.5B AUM0.01%$735,01728.7KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$107,3384.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$24,785967Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$49M1.91MQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$995,26438.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$490,25119.1KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M204.5KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M49.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M234.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$387,67915.1KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$407,25414.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M40.1KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$473,61515.6KQ4 2025OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$3M133.9KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$31M1.22MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$51M2.00MQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$246,6868.1KQ4 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$468,77318.3KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$585,69622.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$9M340.6KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.01%$5M175.6KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$241,6159.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$739,08324.3KQ4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$638,39224.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$195,6345.6KQ2 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M163.9KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$545,35521.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M59.7KQ4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$679,55133.2KQ2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$6M229.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$920,73235.9KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.01%$21,683846Q1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$289,59411.3KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$261,00312.1KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M451.5KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.01%$7,689300Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$715,07727.9KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.01%$92,2173.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$38M1.50MQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M193.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$96M3.15MQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$394M12.95MQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$46,4681.8KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$12M461.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$322M12.55MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$6M220.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$772,25730.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$36M1.40MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$405,39015.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M239.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M51.1KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M48.1KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$286,67910.9KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.01%$5,459213Q1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$4M115.6KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.00%$2M74.7KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$62,1022.4KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$17,147669Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$3M97.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$19M743.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$3M99.2KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$828,02932.3KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M42.9KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$8,097266Q4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$1M50.5KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$65M2.54MQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$30,7561.2KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M166.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$19M730.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$34M1.32MQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.00%$224,4938.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$15M576.4KQ1 2026OLDER
ENTRUST FINANCIAL LLC$143M AUM0.00%$5,357209Q1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.00%$259,29910.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M169.2KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$200,9407.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1M51.4KQ1 2026OLDER
Perpetual Ltd$7.0B AUM0.00%$242,3077.0KQ2 2026
Arizona State Retirement System$17.1B AUM0.00%$590,90023.1KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$281,3269.2KQ4 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$36,1051.0KQ2 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$37,5581.5KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$3M108.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$63,5372.5KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.00%$226,2617.4KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$4,216196Q3 2025OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$6,202242Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$369,45614.4KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$8,884413Q3 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.00%$427,08119.9KQ3 2025OLDER
Hickory Point Bank & Trust$152M AUM0.00%$4,767186Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$492,55819.2KQ2 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$273,37010.7KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$581,05027.0KQ3 2025OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$590,72023.0KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$259,97012.1KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$86M3.34MQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$90,7563.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$6M216.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$15M596.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$7M254.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$358,72316.7KQ3 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$384,45015.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$103M4.02MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$19M749.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M93.3KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$462,71815.2KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$254,3269.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$34M1.32MQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$758,23829.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$4M165.9KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$1M62.9KQ3 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.00%$306,12511.9KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$202,6396.7KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$17,290568Q4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$477,48718.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M40.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$302,56211.8KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.00%$264,70710.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$14M545.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$10,152293Q2 2026
Cerity Partners LLC$70.8B AUM0.00%$1M56.8KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$30,2951.2KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$28,5771.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$980,70438.5KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$402,08215.7KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$476,48718.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M53.4KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$506,99023.6KQ3 2025OLDER
PFS Partners, LLC$218M AUM0.00%$4,153162Q1 2026OLDER
OSSIAM$5.7B AUM0.00%$104,0324.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$503,93819.7KQ2 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$389,55015.2KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$2M80.2KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$5,126200Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M46.6KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$1M41.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$1M47.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$225,6988.8KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$2,563100Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$503,50119.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3M116.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$46,6981.8KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$845,68733.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$281,93011.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M223.8KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M131.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$20M799.5KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,870190Q1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$2,151100Q3 2025OLDER
Creative Planning$147.4B AUM0.00%$2M69.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M86.4KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2M69.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$446,98114.7KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$22M862.4KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$5,844228Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$468,07615.4KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$9,426367.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$5M176.5KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$25,6301.0KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$1,53860Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M141.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M121.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$416,74416.3KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$15,378600Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M324.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$220,6907.3KQ4 2025OLDER
Sachetta, LLC$184M AUM0.00%$1,64164Q1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$98432Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$790,87130.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$239,9597.9KQ4 2025OLDER
Amundi$367.1B AUM0.00%$3M120.7KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$1,91763Q4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$2,922114Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$29,2691.1KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$2,870112Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$24,810968Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M165.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M108.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$293,5339.6KQ4 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,64064Q1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.00%$7,484292Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$374,41212.3KQ4 2025OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$80732Q1 2026OLDER
Catherine Avery Investment Management LLC$223M AUM0.00%$77925Q4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$38,2141.5KQ2 2026
Marquette Asset Management, LLC$779M AUM0.00%$5,337154Q2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$379,97914.8KQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$3,434134Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$164,2636.4KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$1,89674Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M117.0KQ2 2026
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$5,357209Q1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$1,07642Q1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$2,845111Q1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.00%$3,230126Q1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$1,53860Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$498,28119.4KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$66726Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$823,54332.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$30,0131.2KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$306,40712.0KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,28289Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$422,03716.5KQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$1,17946Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$97438Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$486,66219.0KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$5,126200Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$384,19415.0KQ1 2026OLDER
Cromwell Holdings LLC$223M AUM0.00%$90126Q2 2026
SHP Wealth Management$1.3B AUM0.00%$5,357209Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,40994Q1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$2,666104Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$90,9873.5KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$66726Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$7,547299Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$18,429719Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,358131Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$7,586296Q1 2026OLDER
Leo H. Evart, Inc.$117M AUM0.00%$41016Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M97.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$63,1272.5KQ1 2026OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$28,3211.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$240,3307.9KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$6,788223Q4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$168,4926.6KQ1 2026OLDER
1 NORTH WEALTH SERVICES LLC$277M AUM0.00%$84633Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$84,5883.3KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$469,02918.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$31,7871.3KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$23,456800Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$392,58617.7KQ3 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$823.8KQ3 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$213,4229.9KQ3 2025OLDER
Key FInancial Inc$562M AUM0.00%$1,51259Q1 2026OLDER
Holos Integrated Wealth LLC$198M AUM0.00%$51720Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$9,381366Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$6,856277Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$6,766264Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$13,850455Q4 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,46157Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$9,044261Q2 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$73,3902.9KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$2,717106Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$56,6422.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$226,4437.4KQ4 2025OLDER
Scarborough Advisors, LLC$914M AUM0.00%$1,94876Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$38515Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$6,241205Q4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$12,302480Q1 2026OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.00%$1,52250Q4 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$61624Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$2,22987Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,41447Q1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.00%$1,04030Q2 2026
Fortitude Family Office, LLC$448M AUM0.00%$79531Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$12,687495Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$34,5491.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$118,3464.6KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$1,64164Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$7,663299Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$2,323108Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$261,50410.2KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,28250Q1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.00%$96528Q2 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$266,19310.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$409,26016.0KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$2319Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$2319Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$100,9823.9KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$2,28189Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$66,4332.6KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,10282Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$8,100316Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$3,05088Q2 2026
Turning Point Benefit Group, Inc.$157M AUM0.00%$2137Q4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,76768Q1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$38515Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$280,72611.0KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.00%$30812Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$18,428719Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,15345Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$1,58962Q1 2026OLDER
Davis Capital Management$169M AUM0.00%$1735Q2 2026
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.00%$1728Q3 2025OLDER
USA FINANCIAL FORMULAS$531M AUM0.00%$53821Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$1,12737Q4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$237,4889.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$61624Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$58,7702.3KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$66726Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2319Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$89835Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$33313Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$137,9844.5KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.00%$89035Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$4,677182Q1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$51624Q3 2025OLDER
MidFirst Bank$1.2B AUM0.00%$84633Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$1,59062Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$2,32267Q2 2026
Bogart Wealth, LLC$2.6B AUM0.00%$1,76869Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$76930Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,05141Q1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$58923Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$1,07650Q3 2025OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$2,563100Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2068Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$8,647402Q3 2025OLDER
Anfield Capital Management, LLC$363M AUM0.00%$1546Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$38515Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1034Q1 2026OLDER
Pacific Center for Financial Services$394M AUM0.00%$1546Q1 2026OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$2,15384Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,28250Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2,922114Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$5,895230Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$32013Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$48,3931.9KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.00%$1797Q1 2026OLDER
Activest Wealth Management$569M AUM0.00%$1224Q4 2025OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$442Q3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$10,201398Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,11952Q3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$512Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$3,178124Q1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$512Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$76930Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$61624Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$20,581803Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$97532Q4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$30812Q1 2026OLDER
MARYLAND CAPITAL ADVISORS INC.$312M AUM0.00%$351Q2 2026
EASTERN BANK$6.5B AUM0.00%$69320Q2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$1516Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$331Q1 2026OLDER
Cranbrook Wealth Management, LLC$492M AUM0.00%$351Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$16,634649Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$1546Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$261Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$432Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,71767Q1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$110Q1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$1566Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$63921Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$251Q1 2026OLDER

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