SEC 13F Intelligence

TKRTIMKEN CO

CUSIP 887389104 · Yahoo Finance ↗ · Google Finance ↗

Timken Co (TKR) has 529 institutional holders in Filings Flow’s 13F database, together reporting 62.13M shares worth $6.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
529
Q1 2026
Reported Value
$6.0B
Ticker
TKR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 279Q4 ’18Q1 ’19: 304Q2 ’19: 320Q2 ’19Q3 ’19: 307Q2 ’21: 352Q2 ’21Q4 ’21: 312Q4 ’22: 374Q4 ’22Q4 ’25: 465Q1 ’26: 529Q1 ’26Q2 ’26: 27filingsflow.com
Total reported value
Q4 ’18: $6.0BQ4 ’18Q1 ’19: $42.4BQ2 ’19: $7.6BQ2 ’19Q3 ’19: $13.1BQ2 ’21: $17.1BQ2 ’21Q4 ’21: $12.0BQ4 ’22: $1.9BQ4 ’22Q4 ’25: $5.3BQ1 ’26: $6.0BQ1 ’26Q2 ’26: $53Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Owls Nest Partners IA, LLC$286M AUM13.24%$38M376.1KQ1 2026OLDER
PEREGRINE INVESTMENT MANAGEMENT INC$127M AUM5.53%$7M70.0KQ1 2026OLDER
Congruence Capital, LLC$298M AUM5.37%$16M159.2KQ1 2026OLDER
SOUTHERNSUN ASSET MANAGEMENT, LLC$690M AUM3.60%$28M370.0KQ3 2025OLDER
Shellback Capital, LP$703M AUM3.18%$33M396.1KQ4 2025OLDER
SMA Capital LLC$232M AUM2.87%$7M66.2KQ1 2026OLDER
Channing Capital Management, LLC$3.9B AUM2.40%$94M930.2KQ1 2026OLDER
Regents Gate Capital LLP$469M AUM2.18%$10M101.8KQ1 2026OLDER
Clean Energy Transition LLP$1.5B AUM2.17%$33M331.7KQ1 2026OLDER
Wealth High Governance Capital Ltda$333M AUM2.12%$7M70.2KQ2 2026
Wealth High Governance Asset Management Ltda.$641M AUM2.04%$13M129.8KQ2 2026
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM1.92%$19M185.8KQ1 2026OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM1.37%$6M59.3KQ1 2026OLDER
Albar Capital Partners LLP$618M AUM1.32%$8M80.9KQ1 2026OLDER
Mork Capital Management, LLC$141M AUM1.19%$2M16.6KQ1 2026OLDER
Buckland Partners Management Co LLC$165M AUM1.16%$2M19.0KQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM1.10%$16M163.6KQ1 2026OLDER
Phocas Financial Corp.$637M AUM1.10%$7M69.4KQ1 2026OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM1.06%$56M555.4KQ1 2026OLDER
COOKE & BIELER LP$8.8B AUM1.04%$92M913.9KQ1 2026OLDER
Holistic Financial Partners$269M AUM1.03%$3M27.7KQ1 2026OLDER
SECURITY NATIONAL BANK OF SO DAK$207M AUM0.84%$2M17.3KQ1 2026OLDER
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM0.83%$1M13.9KQ1 2026OLDER
SITTNER & NELSON, LLC$274M AUM0.78%$2M21.2KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.77%$6M64.2KQ1 2026OLDER
CRAMER ROSENTHAL MCGLYNN LLC$1.4B AUM0.76%$10M102.3KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.71%$1M14.4KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.65%$45M451.5KQ1 2026OLDER
Uncommon Cents Investing LLC$431M AUM0.65%$3M27.7KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.60%$709,0197.0KQ1 2026OLDER
Cartenna Capital, LP$2.7B AUM0.55%$15M150.0KQ1 2026OLDER
BECKER CAPITAL MANAGEMENT INC$3.4B AUM0.54%$18M182.9KQ1 2026OLDER
Taproot Management LP$530M AUM0.52%$3M27.6KQ1 2026OLDER
Slocum, Gordon & Co LLP$147M AUM0.52%$713,4228.5KQ4 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.50%$9M88.8KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.49%$157M1.57MQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.48%$118M1.17MQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.47%$1M12.5KQ1 2026OLDER
New England Research & Management, Inc.$257M AUM0.46%$996,13513.3KQ3 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.44%$5M36.5KQ2 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.44%$919,08012.5KQ4 2025OLDER
Oliver Luxxe Assets LLC$680M AUM0.41%$3M19.1KQ2 2026
Informed Momentum Co LLC$866M AUM0.40%$3M34.3KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.39%$38M378.2KQ1 2026OLDER
First National Advisers, LLC$683M AUM0.38%$3M37.1KQ3 2025OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM0.37%$14M137.5KQ1 2026OLDER
KTF INVESTMENTS, LLC$584M AUM0.35%$2M20.4KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.35%$11M111.0KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.35%$5M53.3KQ1 2026OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.34%$1M14.3KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.32%$17M171.4KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.31%$109M1.08MQ1 2026OLDER
JMN Financial LLC$102M AUM0.31%$310,8623.1KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.30%$83M824.9KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.30%$3M30.9KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.29%$6M54.9KQ1 2026OLDER
WESCAP Management Group, Inc.$508M AUM0.28%$1M14.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.28%$172M1.71MQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.27%$28M274.1KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.26%$507,8795.0KQ1 2026OLDER
EDMP, INC.$124M AUM0.26%$315,6893.1KQ1 2026OLDER
Redwood Family Wealth LLC$102M AUM0.25%$251,4252.5KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.23%$7M70.2KQ1 2026OLDER
Skylands Capital, LLC$763M AUM0.23%$2M17.6KQ1 2026OLDER
Burns Matteson Capital Management, LLC$273M AUM0.23%$615,5896.1KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.22%$3M28.3KQ1 2026OLDER
Vulcan Value Partners, LLC$3.8B AUM0.21%$11,646138.4KQ4 2025OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.21%$4M35.1KQ1 2026OLDER
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$11.4B AUM0.21%$23M233.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.20%$153M1.52MQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.19%$57M568.8KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.19%$28M276.6KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.18%$41M407.4KQ1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM0.18%$684,9476.8KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.18%$25M253.2KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.17%$3M36.4KQ3 2025OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM0.17%$10M97.5KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.17%$936,6089.3KQ1 2026OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.17%$2M16.3KQ1 2026OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.16%$22M216.6KQ1 2026OLDER
Lighthouse Financial LLC$166M AUM0.14%$233,9542.3KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.13%$4M40.4KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.13%$4M42.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.13%$43M424.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.13%$75M750.5KQ1 2026OLDER
Presper Financial Architects, LLC$168M AUM0.12%$217,2242.6KQ4 2025OLDER
Oak Thistle LLC$1.0B AUM0.12%$1M12.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.12%$29M284.1KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.12%$2M18.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.12%$184M1.83MQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.12%$16M159.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.12%$263,2433.1KQ4 2025OLDER
Sciencast Management LP$785M AUM0.10%$743,7098.8KQ4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.10%$2M23.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.10%$5M51.2KQ1 2026OLDER
VARCOV Co.$268M AUM0.10%$259,3702.6KQ1 2026OLDER
First Bank & Trust$680M AUM0.09%$630,1084.3KQ2 2026
Graham Capital Management, L.P.$4.1B AUM0.09%$4M37.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.09%$1M16.1KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.09%$19M191.9KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.09%$666,1766.6KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.09%$7M73.1KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.08%$6M69.9KQ4 2025OLDER
Sagewood Asset Management LP$319M AUM0.08%$269,6282.7KQ1 2026OLDER
Concentric Capital Strategies, LP$1.2B AUM0.08%$995,1409.9KQ1 2026OLDER
State of Wyoming$844M AUM0.08%$698,5596.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.08%$98M977.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$318,2033.2KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.08%$273,4502.7KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.07%$145M1.44MQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$888M AUM0.07%$598,4986.0KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.07%$92,524920Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.07%$40M396.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.07%$2M21.3KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.07%$56M750.6KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$421,6855.6KQ3 2025OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.07%$2M15.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.07%$47M464.6KQ1 2026OLDER
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM0.06%$6M60.5KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.06%$393,8323.9KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.06%$1M16.6KQ3 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.06%$11M126.4KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.06%$290M2.89MQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.06%$789,4527.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$599,3976.0KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.05%$248,6092.5KQ2 2026
Verition Fund Management LLC$15.4B AUM0.05%$13M158.9KQ4 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.05%$338,1149.1KQ4 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.05%$287,4723.4KQ4 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.05%$3M31.0KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.05%$3M37.4KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.04%$52M518.5KQ1 2026OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.04%$782,9377.8KQ1 2026OLDER
Royal Fund Management, LLC$1.1B AUM0.04%$465,7404.6KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.04%$4M39.1KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.04%$26M256.7KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$764,5337.6KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$516,8295.1KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.04%$454,5545.4KQ4 2025OLDER
CONNABLE OFFICE INC$1.0B AUM0.04%$427,8254.3KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$103,0841.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$245,3912.4KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.04%$12M117.7KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.04%$19M187.0KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.04%$3M33.9KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.04%$3M26.8KQ1 2026OLDER
Summit Financial Wealth Advisors, LLC$705M AUM0.04%$269,1252.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.04%$35M344.1KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.04%$578,5785.8KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.04%$447,0324.4KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.04%$188,5691.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.04%$30M298.3KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.03%$12M115.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$451,0564.5KQ1 2026OLDER
Optas, LLC$661M AUM0.03%$227,3882.3KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$683,2736.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.03%$64M632.8KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.03%$1M14.5KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.03%$1M10.4KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.03%$553,2046.6KQ4 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.03%$2M19.8KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M18.4KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.03%$3M36.4KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.03%$1M14.1KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.03%$3M24.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.03%$35M345.4KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.03%$353,7224.7KQ4 2025OLDER
Gen-Wealth Partners Inc$317M AUM0.03%$95,139946Q1 2026OLDER
SONA ASSET MANAGEMENT (US) LLC$4.7B AUM0.03%$1M14.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.03%$6M57.1KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.03%$5M51.0KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.03%$388,8033.9KQ1 2026OLDER
Hilltop National Bank$468M AUM0.03%$135,293931Q2 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.03%$524,3994.7KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.03%$35M343.5KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.03%$664,4418.8KQ3 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.03%$2M24.3KQ1 2026OLDER
Man Group plc$55.1B AUM0.03%$15M150.8KQ1 2026OLDER
Atlantic Private Wealth, LLC$153M AUM0.03%$42,253502Q4 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.03%$30,171300Q1 2026OLDER
COMERICA BANK$25.1B AUM0.03%$7M77.9KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.03%$17M168.2KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.03%$1M13.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M20.2KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.03%$812,8078.1KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$2M19.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.02%$14M138.6KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M27.5KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M19.7KQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.02%$402,2135.3KQ3 2025OLDER
KORNITZER CAPITAL MANAGEMENT INC /KS$4.6B AUM0.02%$1M10.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M24.6KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M14.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.02%$9M87.1KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.02%$1M10.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.02%$2M23.5KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.02%$237,0181.6KQ2 2026
Point72 Asset Management, L.P.$78.1B AUM0.02%$16M155.9KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.02%$839,3008.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M25.1KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$104M1.03MQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.02%$274,4833.7KQ3 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$469,8634.7KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$2M15.0KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.02%$120M1.19MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$25M247.7KQ1 2026OLDER
Fairway Wealth LLC$379M AUM0.02%$66,980666Q1 2026OLDER
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM0.02%$271,9263.6KQ3 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$330M3.28MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M13.1KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$567,4165.6KQ1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.02%$120,6841.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$183,6841.3KQ2 2026
MetLife Investment Management, LLC$19.6B AUM0.02%$3M31.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$23,005306Q3 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.02%$300,4604.0KQ3 2025OLDER
Alpine Bank Wealth Management$688M AUM0.02%$112,7701.5KQ3 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$5M45.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$549,9175.5KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M15.2KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.02%$1M10.0KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$276,0652.7KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$9M91.8KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.02%$237,8482.4KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.02%$1M13.2KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.02%$20,114200Q1 2026OLDER
GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM0.02%$259,4712.6KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.01%$239,5932.4KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$4M36.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$17M169.3KQ1 2026OLDER
OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM0.01%$263,9962.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$12M117.8KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$1M10.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$7M70.2KQ1 2026OLDER
BOKF, NA$6.5B AUM0.01%$861,49110.2KQ4 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$1M12.9KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M11.8KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M12.5KQ1 2026OLDER
Checchi Capital Advisers, LLC$2.0B AUM0.01%$235,4342.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$6M63.5KQ1 2026OLDER
COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM0.01%$242,3813.2KQ3 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.01%$209,5842.1KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.01%$128,5771.5KQ4 2025OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$34M338.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$656,6276.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$433,6905.2KQ4 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$37,784260Q2 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$73M729.4KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$486,4554.6KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M18.2KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$6M60.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$583M5.80MQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.01%$70,701703Q1 2026OLDER
FMR LLC$1.90T AUM0.01%$193M1.92MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$40M393.5KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.01%$217,1312.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M25.5KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.01%$72,612722Q1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$865,0048.6KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$855,1478.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$251,9522.6KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$733,0697.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$242,1031.7KQ2 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$14M142.3KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$14M144.1KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$935,27311.1KQ4 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$3M25.7KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$255,1462.5KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$2M29.1KQ3 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$474,5904.5KQ1 2026OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.01%$306,8393.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M78.2KQ1 2026OLDER
Quarry LP$558M AUM0.01%$46,061458Q1 2026OLDER
MTM Investment Management, LLC$316M AUM0.01%$25,746256Q1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M15.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$18M180.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M15.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M19.1KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$246,5302.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$546M6.49MQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$29M289.4KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.01%$22,729226Q1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M11.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$59M582.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$13M130.9KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$283,7082.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.01%$5M50.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$120M1.20MQ1 2026OLDER
Impax Asset Management Group plc$14.3B AUM0.01%$1M14.1KQ4 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$351,9953.5KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.01%$10,057100Q1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$603,0186.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$284M2.82MQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M14.1KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$17M164.1KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$286,7252.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$198M1.97MQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$59,436591Q1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M12.2KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$649,2806.5KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M19.8KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M11.4KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$89,809893Q1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$303,7213.0KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.01%$289,5412.9KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$72,612722Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$474,3104.7KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M14.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$19M184.0KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$251,9282.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M26.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$213,4102.1KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$1M13.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$762,9247.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$298,7243.0KQ2 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$46M457.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M10.5KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M10.5KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$349,0783.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M17.2KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM0.01%$297,4863.0KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$7M72.8KQ1 2026OLDER
Ramirez Asset Management, Inc.$832M AUM0.00%$40,228400Q1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$756,7907.5KQ2 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$201,1402.0KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$2M18.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$79M934.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$298,9083.0KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M53.8KQ1 2026OLDER
Carnegie Investment Counsel$5.1B AUM0.00%$252,1383.0KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$37,815376Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$1M13.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$375,3884.5KQ4 2025OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$209,2862.1KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$214,4682.5KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$141,7031.4KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$11,767117Q1 2026OLDER
City State Bank$385M AUM0.00%$17,097170Q1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.00%$7,74477Q1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.00%$252,2302.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$229,0982.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$11,922159Q3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$596,9835.9KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M11.3KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.00%$5,98959.5KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M36.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M36.1KQ1 2026OLDER
Rosenberg Matthew Hamilton$488M AUM0.00%$19,712196Q1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$36,607364Q1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.00%$292,4582.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$14M142.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$4M36.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M22.9KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$445,8454.4KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$24,334246Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$11M135.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$14,482144Q1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$435,5694.3KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$816,5288.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$48M478.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$341,9383.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$15M149.8KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$18M182.4KQ2 2026
HM PAYSON & CO$6.9B AUM0.00%$237,7482.4KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$266,4102.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$16M160.9KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$79,148787Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$22M218.7KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$17,901178Q1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$807,6489.6KQ2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$559,2705.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$187,2042.5KQ3 2025OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M16.8KQ2 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$490,9834.9KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$230,0112.7KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$395,7433.9KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.00%$13,678136Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$12M115.7KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.00%$264,5652.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$37,011368Q1 2026OLDER
Boston Partners$95.5B AUM0.00%$3M26.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$206,7722.1KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M19.3KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.00%$2M16.8KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$11,680116Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$3,63325Q2 2026
Sachetta, LLC$184M AUM0.00%$4,72747Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3M28.2KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$507,8785.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$8,75087Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M31.3KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$154,7771.5KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$202,2462.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$75,427750Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M15.7KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$10,410102Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$9M91.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M13.3KQ4 2025OLDER
MAIRS & POWER INC$9.8B AUM0.00%$201,1402.0KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$7,64476Q1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$3,63325Q2 2026
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$243,5592.9KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$67,083462Q2 2026
FIRST UNITED BANK & TRUST$308M AUM0.00%$6,01480Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$15M150.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M14.1KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$7,44274Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$385,3843.8KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$383,7743.8KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$21,120210Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$11,566115Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M13.1KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$2,81628Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M33.3KQ1 2026OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$1,91119Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$185,9531.8KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.00%$520,5505.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$965,1229.6KQ1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.00%$26,651265Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$216,2262.1KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$10,158101Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$595,9275.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M15.2KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$15,036200Q3 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$28,160280Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$327,9083.3KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$623,5346.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$133,6581.3KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$741,7497.5KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.00%$2M17.2KQ1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$3,62136Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$645,2576.4KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.00%$412,7394.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$31,310311Q1 2026OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.00%$369,9973.7KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$3,41934Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M28.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$21M221.9KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$32,222383Q4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$202,6492.0KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.00%$15,689156Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$5,83358Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$12,169121Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$8M77.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M46.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$10,631105.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$5,72168Q2 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$32,697225Q2 2026
ORG Partners LLC$568M AUM0.00%$6,89782Q4 2025OLDER
Sunrise Financial Services, LLC$141M AUM0.00%$1,71017Q1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$3,11831Q1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$6,03460Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M11.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M12.6KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$400,5024.0KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$231,5192.3KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$234,3363.1KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$5M45.6KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$285,8202.8KQ1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$5,43154Q1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$298,6933.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$981,8919.8KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$489,6375.8KQ4 2025OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$2743.6KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$9,15291Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$32,686325Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1,71017Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$1,43017Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$214,2822.5KQ4 2025OLDER
Coastline Trust Co$1.0B AUM0.00%$8,85088Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$445,8274.4KQ1 2026OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$4,22442Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$506,7725.0KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$143,0111.4KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$656,3827.8KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$628,5058.4KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$992,9289.9KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$2,69232Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$7M66.1KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$12,471124Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$503,7365.0KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,09413Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M39.7KQ1 2026OLDER
Your Advocates Ltd., LLP$328M AUM0.00%$2,10325Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$459,0524.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4,32543Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$150,4531.5KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,45310Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$991,4529.9KQ1 2026OLDER
Cromwell Holdings LLC$178M AUM0.00%$1,00610Q1 2026OLDER
EASTERN BANK$6.5B AUM0.00%$32,585324Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$15,908189Q4 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$218,9412.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M12.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$390,0103.9KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$207,5762.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$977,7429.7KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$4,62646Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$4,74848Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$336,6083.3KQ1 2026OLDER

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