SEC 13F Intelligence

TEXTEREX CORP NEW

CUSIP 880779103 · Yahoo Finance ↗ · Google Finance ↗

Terex Corp New (TEX) has 467 institutional holders in Filings Flow’s 13F database, together reporting 112.22M shares worth $6.5B as of Q1 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
467
Q1 2026
Reported Value
$6.5B
Ticker
TEX
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 223Q4 ’18Q1 ’19: 245Q2 ’19: 220Q2 ’19Q3 ’19: 212Q2 ’21: 247Q2 ’21Q4 ’21: 261Q4 ’22: 293Q4 ’22Q4 ’25: 356Q1 ’26: 467Q1 ’26Q2 ’26: 21filingsflow.com
Total reported value
Q4 ’18: $6.0BQ4 ’18Q1 ’19: $9.7BQ2 ’19: $11.7BQ2 ’19Q3 ’19: $4.5BQ2 ’21: $34.9BQ2 ’21Q4 ’21: $33.3BQ4 ’22: $1.0BQ4 ’22Q4 ’25: $3.9BQ1 ’26: $6.5BQ1 ’26Q2 ’26: $53Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lodge Hill Capital, LLC$518M AUM4.85%$27M529.5KQ3 2025OLDER
Minneapolis Portfolio Management Group, LLC$942M AUM4.06%$38M646.8KQ1 2026OLDER
Drum Hill Capital, LLC$109M AUM2.64%$3M48.7KQ1 2026OLDER
Ballast Asset Management, LP$225M AUM2.24%$5M85.1KQ1 2026OLDER
Solas Capital Management, LLC$174M AUM2.17%$4M71.7KQ4 2025OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM1.75%$10M136.5KQ2 2026
Curated Wealth Partners LLC$794M AUM1.69%$13M226.9KQ1 2026OLDER
Mork Capital Management, LLC$141M AUM1.47%$2M35.0KQ1 2026OLDER
SMA Capital LLC$232M AUM1.33%$3M52.1KQ1 2026OLDER
HANSEATIC MANAGEMENT SERVICES INC$104M AUM1.03%$1M18.3KQ1 2026OLDER
MOODY ALDRICH PARTNERS LLC$557M AUM1.03%$6M79.3KQ2 2026
Nautilus Advisors LLC$146M AUM0.99%$1M24.5KQ1 2026OLDER
Cascade Investment Advisors, Inc.$169M AUM0.97%$2M27.8KQ1 2026OLDER
Phocas Financial Corp.$637M AUM0.92%$6M99.7KQ1 2026OLDER
Bragg Financial Advisors, Inc$3.2B AUM0.80%$25M430.5KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.79%$12M199.0KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.74%$1M22.1KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.72%$34M577.5KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.68%$47M802.6KQ1 2026OLDER
Wolf Hill Capital Management, LP$1.0B AUM0.57%$6M100.0KQ1 2026OLDER
ICON ADVISERS INC/CO$433M AUM0.55%$3M49.0KQ3 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.54%$10M163.4KQ1 2026OLDER
FAGAN ASSOCIATES, INC.$719M AUM0.52%$4M63.5KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM0.51%$7M112.3KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.47%$6M109.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.44%$63M1.06MQ1 2026OLDER
Corient IA LLC$106M AUM0.44%$467,7777.9KQ1 2026OLDER
Barnett & Company, Inc.$129M AUM0.43%$558,4959.4KQ1 2026OLDER
Waterfront Wealth Inc.$545M AUM0.43%$2M39.7KQ3 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.42%$4M70.0KQ1 2026OLDER
Capricorn Fund Managers Ltd$641M AUM0.40%$3M43.9KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM0.37%$6M107.4KQ1 2026OLDER
RD Lewis Holdings, Inc.$115M AUM0.36%$417,0546.5KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.35%$11M188.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.35%$2M36.4KQ1 2026OLDER
Jones Kertz & Associates, Inc.$188M AUM0.35%$652,16811.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.34%$3M56.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.30%$42M713.9KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.30%$88M1.49MQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.29%$728,28912.3KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.28%$38M642.4KQ1 2026OLDER
Exit Wealth Advisors, LLC.$195M AUM0.26%$509,8098.6KQ1 2026OLDER
ADVISORY RESEARCH INC$813M AUM0.25%$2M35.0KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.23%$13M223.1KQ1 2026OLDER
Persium Advisors, LLC$127M AUM0.21%$272,1564.6KQ1 2026OLDER
Oxford Wealth Group, LLC$183M AUM0.21%$390,1936.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.19%$7M127.6KQ4 2025OLDER
RPG Investment Advisory, LLC$829M AUM0.19%$2M26.4KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.19%$2M31.4KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.18%$5M100.6KQ4 2025OLDER
Diligent Investors, LLC$404M AUM0.18%$718,65612.2KQ1 2026OLDER
Optivise Advisory Services LLC$165M AUM0.18%$292,5485.0KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.18%$221,6253.8KQ1 2026OLDER
Boussard & Gavaudan Investment Management LLP$1.1B AUM0.17%$2M41.8KQ4 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.17%$2M27.9KQ2 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.17%$50M853.6KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.16%$6M100.1KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.15%$663,62012.4KQ4 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.15%$4M75.3KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.15%$808,37013.7KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.15%$792,17613.4KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.14%$5M86.3KQ4 2025OLDER
Virtue Capital Management, LLC$657M AUM0.13%$827,76915.1KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.12%$1M19.1KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.12%$15M289.4KQ4 2025OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.12%$2M26.6KQ1 2026OLDER
Brucke Financial, Inc.$197M AUM0.12%$233,9184.0KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.11%$87M1.48MQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.11%$779,11613.2KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.11%$438,8777.4KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.11%$66M1.11MQ1 2026OLDER
E. Ohman J:or Asset Management AB$3.8B AUM0.11%$4M70.7KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.11%$1M22.9KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.10%$6M106.6KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.10%$3M50.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.09%$320,0275.4KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.09%$1M21.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.09%$37M626.1KQ1 2026OLDER
AVISO WEALTH MANAGEMENT$222M AUM0.09%$204,6233.8KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.08%$4M58.3KQ2 2026
Liberty Capital Management, Inc.$537M AUM0.08%$446,0438.4KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.08%$3M45.6KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.08%$2M42.5KQ3 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.08%$158M2.67MQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.08%$68M1.33MQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.08%$12M200.7KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.07%$808,37013.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.07%$2M40.2KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.07%$1M19.5KQ1 2026OLDER
Kendall Capital Management$488M AUM0.06%$274,4555.3KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.06%$15M259.9KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.06%$585,8589.9KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.06%$281,7304.8KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.06%$211,4603.6KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$9M160.9KQ4 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.06%$10M183.0KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.06%$7M113.1KQ1 2026OLDER
Koss-Olinger Consulting, LLC$1.2B AUM0.05%$651,46711.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.05%$263M4.44MQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.05%$3M49.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.05%$1.0B17.05MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.05%$39M660.2KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$412,9327.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.05%$24M416.9KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM0.05%$160,1612.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$37M621.0KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.05%$934,20317.5KQ4 2025OLDER
Voleon Capital Management LP$4.6B AUM0.04%$2M34.4KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.04%$1M18.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.04%$10M173.4KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.04%$222M3.75MQ1 2026OLDER
Planning Center, Inc.$987M AUM0.04%$405,9586.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.04%$73M1.24MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$61M1.04MQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.04%$112M1.90MQ1 2026OLDER
Confluence Wealth Services, Inc.$2.6B AUM0.04%$968,11816.4KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.04%$114M2.13MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M55.7KQ4 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$2M37.0KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.04%$105M1.77MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$7M115.3KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$466,9158.7KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.03%$1M20.1KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M33.0KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$3M57.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$41M696.7KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.03%$2M26.0KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$3M43.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.03%$382,9557.5KQ3 2025OLDER
RiverPark Advisors, LLC$276M AUM0.03%$79,7851.4KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.03%$311,3985.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.03%$2M27.4KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.03%$333,4116.2KQ4 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$8M139.4KQ1 2026OLDER
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM0.03%$207,7373.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.03%$7M125.0KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M18.4KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.03%$12M211.1KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$6M95.3KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.03%$299,5195.1KQ1 2026OLDER
Limestone Investment Advisors LP$1.2B AUM0.02%$256,860250.0KQ4 2025OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$358,6786.1KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.02%$544,31610.2KQ4 2025OLDER
Composition Wealth, LLC$7.3B AUM0.02%$2M29.8KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.02%$709,20012.0KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$254,6624.3KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$147M2.49MQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.02%$65,3461.3KQ3 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$23M380.8KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.02%$846,07614.3KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M33.6KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.02%$737,35212.6KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$2M25.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.02%$7M123.3KQ1 2026OLDER
Quarry LP$558M AUM0.02%$123,9922.1KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.02%$620,55010.5KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.02%$33,687570Q1 2026OLDER
CONNABLE OFFICE INC$1.0B AUM0.02%$226,0644.2KQ4 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$12M196.9KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.02%$3M46.1KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$495,2588.4KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.02%$27,659468Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$344M5.81MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M23.3KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$537,1019.1KQ1 2026OLDER
Blue Chip Partners, LLC$1.4B AUM0.02%$250,1344.2KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.02%$11M215.0KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$20M343.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$40M678.3KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$5M80.9KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.02%$1M24.3KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$239,8904.5KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.02%$426,1707.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$610,14810.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.02%$3M52.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M30.4KQ1 2026OLDER
LYELL WEALTH MANAGEMENT, LP$1.4B AUM0.02%$205,2004.0KQ3 2025OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.02%$1M19.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$3M54.4KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$91,4871.5KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$95M1.61MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$465,5517.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$829M14.03MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$31M547.4KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$684,14211.6KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.01%$269,0234.6KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$131,3202.2KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.01%$376,7626.4KQ1 2026OLDER
GW HENSSLER & ASSOCIATES LTD$2.1B AUM0.01%$272,8064.6KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$964,21716.3KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$24M402.0KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$8M146.6KQ4 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M19.0KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.01%$38,651654Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$9M146.5KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.01%$211,0463.6KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M20.2KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$995,54016.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$45M759.2KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$380,4276.4KQ1 2026OLDER
Perpetual Ltd$7.0B AUM0.01%$790,93310.9KQ2 2026
Perigon Wealth Management, LLC$5.5B AUM0.01%$613,68410.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$7M118.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$82M1.39MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M31.2KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$1M24.6KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M20.5KQ1 2026OLDER
GREENHAVEN ASSOCIATES INC$6.1B AUM0.01%$645,49010.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$11M194.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$169M2.86MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$966,87616.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$55M934.0KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.01%$65M1.10MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$778,64313.2KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.01%$1M24.3KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.01%$2M46.8KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.01%$65M1.10MQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M43.3KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.01%$14M242.6KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.01%$211,9333.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$35M589.8KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$4M61.6KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$80M1.36MQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.01%$2M41.9KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$10M176.1KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$909,90415.4KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$240,7144.1KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$437,8238.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M28.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M27.3KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$243M4.12MQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$846,71415.9KQ4 2025OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.01%$402,9446.8KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$528,4878.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M131.1KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$358,7376.1KQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.01%$10,676200Q4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M121.7KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.01%$18,972321Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$5M79.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$899,70115.2KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$13M224.5KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$348,8675.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$10,978214Q3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$301M5.09MQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M206.2KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M31.0KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$8M155.0KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$598,87011.2KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$926,86515.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$969,53616.4KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$219,9884.1KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$282,0594.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$11M188.9KQ1 2026OLDER
Community Financial Services Group, LLC$686M AUM0.01%$44,655650Q2 2026
Kilter Group LLC$232M AUM0.01%$15,012254Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$7M132.6KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.01%$1M21.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$165,7732.3KQ2 2026
Curat Global, LLC$102M AUM0.01%$5,338100Q4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M46.0KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.01%$315,8374.4KQ2 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M25.0KQ1 2026OLDER
Decker Retirement Planning Inc.$221M AUM0.01%$12,707215Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$5M92.7KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$1M28.7KQ3 2025OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$889,04115.0KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$2M26.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$29M493.9KQ2 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$6M105.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$89M1.67MQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$3M57.5KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$6M103.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$5M82.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M26.2KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.01%$291,5994.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$35M584.1KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$412,5067.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$347M6.50MQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M46.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$21,867370Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M28.3KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.00%$218,8584.1KQ4 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$451,4697.6KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M33.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M62.4KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$259,0364.4KQ1 2026OLDER
NVWM, LLC$449M AUM0.00%$19,494380Q3 2025OLDER
STRS OHIO$25.2B AUM0.00%$1M18.4KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$619,95910.5KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$141,7402.0KQ2 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M49.6KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$5,55594Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$2M26.2KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$230,7263.9KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$53,722909Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$44,502753Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$4,61078Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$9,852211Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$7,328124Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$217,7663.7KQ2 2026
Atria Investments, Inc$8.9B AUM0.00%$348,6395.9KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$5M84.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M93.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M33.4KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$247,8654.2KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.00%$204,1913.5KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,84265Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$287,5534.9KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$253,0074.3KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$17M282.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$37,426517Q2 2026
Owl Creek Wealth Partners LLC$281M AUM0.00%$9,397159Q1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$21,658370Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$11M181.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$11,761199Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M23.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M44.9KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$11,584196Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$85,9811.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M28.0KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$1M21.2KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$214,8293.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.00%$959,01616.2KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M18.6KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$211,6354.1KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$145,6822.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$560,1509.5KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$361,7496.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M26.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M24.0KQ1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$11,407193Q1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$315,6365.9KQ4 2025OLDER
GREENLEAF TRUST$10.2B AUM0.00%$251,8254.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$118,2592.0KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$34,665750Q4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M28.1KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$21,276360Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$10M165.7KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.00%$790,81713.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$261,1374.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$10M161.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M33.4KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$266,9005.0KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M109.6KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$357,6466.7KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$33M598.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$471,3828.0KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.00%$9,752165Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M47.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$28M467.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$314,6485.3KQ2 2026
Walleye Trading LLC$60.0B AUM0.00%$1M20.4KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$22,459380Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$65,0101.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$398,2486.7KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$236,8134.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M21.6KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M50.4KQ3 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$1M20.8KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$233,0313.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$10M173.7KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$320,5005.4KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$291,0084.9KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$157,5612.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M19.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$435,5317.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$7M113.6KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$2,89649Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$896,84315.2KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$257,3214.4KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$135,4592.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$444,6697.5KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M46.3KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$411,5137.0KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$872,43214.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M50.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M20.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$405,6347.6KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$5,26089Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$97,5741.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M94.7KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$81,3621.6KQ3 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$384,6236.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M20.9KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$8,393142Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$84,4541.4KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$36,891691Q4 2025OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$2,17230Q2 2026
Key FInancial Inc$562M AUM0.00%$6,678113Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$22,694384Q1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$160,1612.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M18.1KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$478,7108.1KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$14,865252Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$97,1021.6KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$227,8264.3KQ4 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$5,36589Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$3,79071Q4 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$3,84265Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$622,32310.5KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$47,399802Q1 2026OLDER
Navalign, LLC$396M AUM0.00%$4,00475Q4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$919,80315.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$9M146.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M32.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M58.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$7,705130.4KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$6,088103Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M18.4KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$20,685350Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M49.7KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$7,269123Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$137,6442.3KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$577,5849.8KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4,78781Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M30.3KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$202,1233.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$578,7079.8KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.00%$1,07120Q4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$14,480245Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$69,3571.2KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.00%$76813Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$22,281377Q1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$2,74847Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,09318Q1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$92318Q3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$280,3114.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$4,78781Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$23,640400Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$152,7742.6KQ1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.00%$1,39424Q1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$2,06935Q1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$4147Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$4,90683Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,47825Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$72,3981.2KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$963,68416.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,65531Q2 2026
J.Safra Asset Management Corp$1.9B AUM0.00%$6,442109Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$208,7413.5KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,71429Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$675,27212.0KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$4,64277Q1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$219,6223.7KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$6,797115Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$319,5985.4KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$547,0879.3KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$77015Q3 2025OLDER
MidFirst Bank$1.2B AUM0.00%$3,30956Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$9,515161Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$10,062139Q2 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$216,9914.0KQ4 2025OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$92318Q3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,01034Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$132,2802.2KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$7,712107Q2 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$128,1882.2KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$1,41924Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$88715Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M25.9KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$1,06418Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,31056Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$45,626772Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$70912Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$2,77847Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$93,3191.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$10,815183Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$9,021169Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$134,6892.3KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$241,2474.1KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$51,417870Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$33,569568Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$1,77330Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$2965Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$144,1262.7KQ4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$17,238336Q3 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$76913Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$217,9613.7KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$5329Q1 2026OLDER
Amundi$367.1B AUM0.00%$233,9184.0KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,00517Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$26,004440Q1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.00%$3,67667Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1182Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$12,780216Q2 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$12,411210Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$7,329124Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$77015Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$19,857372Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$5,335104Q3 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$1332Q1 2026OLDER
MARYLAND CAPITAL ADVISORS INC.$312M AUM0.00%$731Q2 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$6,507118Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$591Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$28,545483Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$46,216782Q2 2026
DANSKE BANK A/S$41.5B AUM0.00%$5,910100Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,47825Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1773Q1 2026OLDER

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