SEC 13F Intelligence

TMHCTAYLOR MORRISON HOME CORP

CUSIP 87724P106 · Yahoo Finance ↗ · Google Finance ↗

Taylor Morrison Home Corp (TMHC) has 447 institutional holders in Filings Flow’s 13F database, together reporting 95.30M shares worth $5.3B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
447
Q1 2026
Reported Value
$5.3B
Ticker
TMHC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 145Q4 ’18Q1 ’19: 135Q2 ’19: 154Q2 ’19Q3 ’19: 192Q2 ’21: 244Q2 ’21Q4 ’21: 251Q4 ’22: 283Q4 ’22Q4 ’25: 450Q1 ’26: 447Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $2.9BQ4 ’18Q1 ’19: $5.8BQ2 ’19: $4.9BQ2 ’19Q3 ’19: $6.3BQ2 ’21: $11.7BQ2 ’21Q4 ’21: $12.1BQ4 ’22: $1.3BQ4 ’22Q4 ’25: $5.5BQ1 ’26: $5.3BQ1 ’26Q2 ’26: $26Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BRUNI J V & CO /CO$958M AUM4.82%$46M793.0KQ1 2026OLDER
MUHLENKAMP & CO INC$380M AUM2.43%$9M158.6KQ1 2026OLDER
DONALD SMITH & CO., INC.$5.6B AUM1.75%$97M1.67MQ1 2026OLDER
Bayhunt Capital LLC$106M AUM1.49%$2M26.7KQ1 2026OLDER
Steamboat Capital Partners, LLC$403M AUM1.46%$6M100.8KQ1 2026OLDER
Factorial Partners, LLC$138M AUM1.37%$2M32.5KQ1 2026OLDER
EMG Holdings, L.P.$397M AUM1.31%$2M30.0KQ4 2025OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM1.21%$26M439.5KQ1 2026OLDER
LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM1.10%$4M54.5KQ3 2025OLDER
Hodges Capital Management Inc.$1.2B AUM1.02%$12M212.2KQ1 2026OLDER
Penn Capital Management Company, LLC$1.3B AUM1.01%$13M199.4KQ3 2025OLDER
Long Pond Capital, LP$1.0B AUM0.97%$10M174.4KQ1 2026OLDER
KTF INVESTMENTS, LLC$584M AUM0.87%$5M87.7KQ1 2026OLDER
Cornerstone Select Advisors, LLC$160M AUM0.82%$1M22.4KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.63%$6M89.9KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.58%$1M20.1KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.51%$9M157.7KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.46%$136M2.33MQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.43%$6M103.4KQ4 2025OLDER
Junto Capital Management LP$4.7B AUM0.43%$21M314.4KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.42%$57M861.9KQ3 2025OLDER
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$10.0B AUM0.42%$42M716.9KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.40%$12M205.7KQ1 2026OLDER
SummerHaven Investment Management, LLC$163M AUM0.40%$647,39611.1KQ1 2026OLDER
Sone Capital Management, LLC$1.2B AUM0.32%$4M65.0KQ1 2026OLDER
Kendall Capital Management$488M AUM0.32%$2M26.6KQ1 2026OLDER
Sanchez Gaunt Capital Management, LLC$160M AUM0.31%$493,5208.5KQ1 2026OLDER
Corus Family Wealth Advisors$123M AUM0.29%$353,6926.1KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.27%$9M150.3KQ1 2026OLDER
MQS Management LLC$148M AUM0.27%$395,9746.8KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.26%$8M136.1KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.26%$3M44.6KQ4 2025OLDER
GREENHAVEN ASSOCIATES INC$6.1B AUM0.26%$16M270.6KQ1 2026OLDER
BOS Asset Management, LLC$392M AUM0.25%$919,72615.6KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.23%$6M111.1KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.23%$149M2.55MQ1 2026OLDER
Scientech Research LLC$120M AUM0.22%$644,5229.8KQ3 2025OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.22%$3M49.2KQ3 2025OLDER
CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM0.21%$397,3826.7KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.21%$7M118.4KQ4 2025OLDER
Cannell & Spears LLC$5.1B AUM0.20%$10M158.0KQ3 2025OLDER
Lisanti Capital Growth, LLC$397M AUM0.19%$799,45513.6KQ4 2025OLDER
Interval Partners, LP$3.8B AUM0.18%$7M116.1KQ1 2026OLDER
Numerai GP LLC$997M AUM0.18%$2M30.3KQ1 2026OLDER
TFB Advisors LLC$191M AUM0.18%$334,4145.7KQ1 2026OLDER
Farringdon Capital, Ltd.$457M AUM0.17%$666,17310.1KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.17%$562,4718.5KQ3 2025OLDER
Hilton Capital Management, LLC$1.3B AUM0.16%$2M36.8KQ4 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.16%$248,7263.8KQ3 2025OLDER
denkapparat Operations GmbH$242M AUM0.16%$391,4896.7KQ1 2026OLDER
SEVEN MILE ADVISORY$139M AUM0.16%$222,5353.8KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.16%$4M74.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.16%$2M31.6KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.16%$13M215.4KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.15%$56,044952Q4 2025OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.15%$13M228.3KQ1 2026OLDER
HUDSON EDGE INVESTMENT PARTNERS INC.$684M AUM0.15%$1M17.4KQ1 2026OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.14%$2M25.9KQ1 2026OLDER
Bayview Asset Management, LLC$260M AUM0.13%$349,4406.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.13%$1M17.9KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.13%$856,15013.0KQ3 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.12%$755,83913.0KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.12%$5M82.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.12%$289,4644.9KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.12%$2M26.3KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.12%$4M66.3KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.11%$377,1046.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$624,79010.9KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.11%$158,1452.72MQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.11%$559,8039.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.11%$17M283.4KQ2 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.10%$61M1.05MQ1 2026OLDER
INNEALTA CAPITAL, LLC$161M AUM0.10%$208,5263.2KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.10%$1M21.1KQ3 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.10%$2M26.1KQ4 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.10%$87M1.32MQ3 2025OLDER
INCEPTIONR LLC$415M AUM0.10%$364,1706.2KQ4 2025OLDER
111 Capital$406M AUM0.10%$397,4306.8KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.10%$32M554.5KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.10%$5M78.8KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.09%$2M36.0KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.09%$46M791.7KQ1 2026OLDER
Huber Capital Management LLC$647M AUM0.09%$599,40610.3KQ1 2026OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.09%$407,6807.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.09%$950,12513.2KQ2 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.08%$181M3.12MQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.08%$8M143.4KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.08%$24M408.6KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.08%$1M25.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.08%$373M6.41MQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.08%$148M2.53MQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.07%$908,36815.6KQ1 2026OLDER
Paulson Wealth Management Inc.$427M AUM0.06%$270,4674.6KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.06%$20M342.7KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$2M24.4KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.06%$414,9366.9KQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.06%$866,78113.1KQ3 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.06%$2M42.5KQ1 2026OLDER
LOEWS CORP$11.9B AUM0.05%$7M100.0KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.05%$250,9564.3KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.05%$16M273.5KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.05%$948,96316.3KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.05%$1M22.4KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.05%$1M17.6KQ1 2026OLDER
Unison Advisors LLC$1.3B AUM0.05%$645,24111.1KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.05%$2M34.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$1M20.1KQ1 2026OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.05%$4M60.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.05%$28M483.8KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$14M235.4KQ4 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.05%$2M26.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.05%$12M208.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$6M107.9KQ1 2026OLDER
Aristides Capital LLC$462M AUM0.04%$202,3263.5KQ1 2026OLDER
Gallagher Fiduciary Advisors, LLC$2.6B AUM0.04%$1M19.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.04%$68M1.17MQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.04%$578,9059.9KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.04%$1M20.4KQ4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.04%$4M63.8KQ1 2026OLDER
Sciencast Management LP$785M AUM0.04%$298,1185.1KQ4 2025OLDER
Triad Wealth Partners, LLC$1.3B AUM0.04%$517,0558.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.04%$71M1.22MQ1 2026OLDER
Rodgers Brothers Inc.$866M AUM0.04%$317,4085.5KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$88M1.51MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$4M70.8KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$10M171.7KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.03%$3M57.7KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$214,8853.3KQ3 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.03%$8M140.3KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$7M104.6KQ3 2025OLDER
OSSIAM$5.7B AUM0.03%$2M31.8KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.03%$2M38.9KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.03%$131,6232.0KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.03%$27M467.9KQ1 2026OLDER
Boston Partners$95.5B AUM0.03%$30M515.2KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M128.2KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$224,9423.8KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$27M457.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M99.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.03%$6M111.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M28.3KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.03%$544,0789.3KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.03%$8M133.8KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.03%$84M1.43MQ1 2026OLDER
MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM0.03%$397,3736.8KQ4 2025OLDER
Laurion Capital Management LP$2.3B AUM0.03%$695,60811.8KQ4 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.03%$757,24512.9KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.03%$4M61.3KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.02%$210,9453.6KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.02%$361,3446.1KQ4 2025OLDER
First Eagle Investment Management, LLC$59.0B AUM0.02%$14M240.2KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$400,0226.8KQ4 2025OLDER
Genus Capital Management Inc.$873M AUM0.02%$201,5293.1KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.02%$312,2835.4KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.02%$8M136.9KQ1 2026OLDER
BTC Capital Management, Inc.$1.5B AUM0.02%$324,3925.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$67,1251.1KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M30.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$2M29.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$11M188.7KQ1 2026OLDER
Strategic Investment Advisors / MI$1.4B AUM0.02%$295,0445.1KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$6M100.0KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M21.9KQ1 2026OLDER
Asset Planning,Inc$141M AUM0.02%$26,404400Q3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M40.2KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$655,37511.3KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$230,4354.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M32.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.02%$4M73.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.02%$1M17.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$19M332.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M16.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M17.5KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.02%$3M46.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.02%$105M1.80MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$1M24.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$13M223.1KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.02%$722,17612.4KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.02%$764,89813.0KQ4 2025OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$414,7857.1KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$394,0806.0KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.02%$27M456.0KQ1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.02%$338,9625.1KQ3 2025OLDER
State of Wyoming$844M AUM0.02%$131,1562.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$18M312.0KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$4M63.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M20.1KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.02%$970,97716.7KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.01%$174,7203.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M107.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$1M21.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$4M60.7KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$9M149.3KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$259M4.45MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$784M13.47MQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$336,3945.8KQ1 2026OLDER
Miller Capital Partners, Inc.$208M AUM0.01%$27,082465Q1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M25.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M22.2KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M20.4KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$12M204.3KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$81M1.39MQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.01%$5M87.9KQ1 2026OLDER
Ruffer LLP$2.4B AUM0.01%$221,9923.4KQ3 2025OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.01%$688,73011.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$597,00110.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$48M826.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$184M3.01MQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$560,8878.5KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$82M1.41MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$95M1.63MQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$6M102.6KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$341,3875.8KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M25.4KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$287,7564.9KQ4 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.01%$11,066190Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$1M19.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$15M229.7KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M32.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$7M115.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$37M629.5KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$507,5768.6KQ4 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$306,6345.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M26.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$259M4.45MQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$24,886377Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M87.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$11M187.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$59M1.00MQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$57,4391.0KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$396,5196.8KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$26M440.8KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$6M108.8KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.01%$9M154.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$31M524.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$313,9725.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$553M9.40MQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$76,9931.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$6M108.9KQ1 2026OLDER
Cetera Trust Company, N.A$177M AUM0.01%$13,803237Q1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$5M80.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M28.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$42M716.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M34.1KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$767,02113.2KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$222,4193.8KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$203,5493.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$18,610303Q1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$201,1323.0KQ3 2025OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M37.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$370,1075.2KQ2 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$300,7765.1KQ4 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$293,3545.0KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$1M24.5KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M23.5KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$94,2331.6KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$464,9888.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M115.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$209,3183.2KQ3 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$11M185.3KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$11M193.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$116M1.97MQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$5M82.8KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$316,1275.4KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$279,7504.2KQ3 2025OLDER
Sachetta, LLC$184M AUM0.01%$12,347212Q1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$11M193.7KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$202,0353.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M19.3KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$874,99815.0KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$5M88.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$26M452.4KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M26.0KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$242M4.16MQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$4,61669.9KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.01%$22,714390Q1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$347,8686.0KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.01%$86,1951.5KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$34,828598Q1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$210,1073.6KQ4 2025OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$396,6146.8KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$365,6886.3KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$829,86214.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$99M1.70MQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$242,2573.7KQ3 2025OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$1M19.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$11M181.0KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$7M122.0KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M21.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$12M197.7KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$26,404400Q3 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$385,0836.6KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$227,9513.9KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$3M49.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$5M92.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M56.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$19M323.6KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$21,664368Q2 2026
Jain Global LLC$24.2B AUM0.00%$926,79015.7KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$7M112.9KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$119,0881.7KQ2 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M87.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$2M39.5KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$15,483263Q4 2025OLDER
CWM, LLC$38.1B AUM0.00%$2M28.0KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$40,069688Q1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M24.6KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M32.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M66.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$2M28.4KQ4 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$1M19.7KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$393,5866.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$3M51.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M28.4KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$624,02210.6KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$18M303.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$267,4964.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$185,6693.2KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$4,60979.1KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$16,735287Q1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$252,6704.3KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M33.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$21M368.3KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$245,4824.2KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.00%$307,6435.3KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$19,627337Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$874,29915.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$59,9871.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$86,6161.5KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$5,946101Q4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$9M159.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M33.4KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$99,3571.7KQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$243,9674.2KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$209,9553.6KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.00%$239,6163.6KQ3 2025OLDER
Kilter Group LLC$232M AUM0.00%$6,698115Q1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.00%$200,4063.0KQ3 2025OLDER
&PARTNERS$20.2B AUM0.00%$554,7948.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$37M643.7KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$80,2681.2KQ3 2025OLDER
Morse Asset Management, Inc$481M AUM0.00%$13,104225Q1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$5,47594Q1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$1M17.6KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M25.1KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$355,3816.1KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$4,89284Q1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.00%$3M57.1KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.00%$10,250176Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$525,2099.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$39M679.7KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$765,74013.1KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$4,89284Q1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$283,0464.9KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$199,4133.4KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$9,785168Q1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$5,41793Q1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$307,2745.3KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$4,06269Q4 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$14,095242Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M68.6KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.00%$175,1383.0KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$4M68.5KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$201,0423.5KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$45,951789Q1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$360,1576.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$471,7448.1KQ1 2026OLDER
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM0.00%$241,8643.7KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$15,085259Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$293,6465.0KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$374,1786.4KQ4 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$2,79648Q1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$239,9494.1KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$1M20.4KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$364,0455.5KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$8M130.1KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$37,157638Q1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$221,1963.8KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$11,881204Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$343,0345.9KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$7,455128Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M58.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$932,03716.0KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$87,3021.5KQ2 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$17,464301Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$8M140.8KQ2 2026
ProShare Advisors LLC$67.5B AUM0.00%$1M17.8KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$3,66963Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$737,70112.7KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$72,5471.2KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.00%$5,41693Q1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$228,4173.9KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$16,482283Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M21.3KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$4,01969Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$955,88616.4KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$278,5034.8KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$4006.8KQ4 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$349,7896.0KQ1 2026OLDER
Key FInancial Inc$562M AUM0.00%$6,989120Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$13,803237Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$818,52412.4KQ3 2025OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$1,65023Q2 2026
CVA Family Office, LLC$950M AUM0.00%$11,066190Q1 2026OLDER
Community Bank, N.A.$840M AUM0.00%$9,109138Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$74,3721.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$947,39016.3KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$285,1434.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$893,41515.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$884,89915.2KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$845,29514.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M132.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$64,2971.1KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$161,5922.4KQ3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$3,61162Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$797,83013.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M44.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$6,487111.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$194,6963.3KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$926,65715.9KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$5M93.9KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$75713Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$3M44.1KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$222,2563.4KQ3 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$54,908937Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$6,799103Q3 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.00%$233,4784.0KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$22,813318Q2 2026
Allworth Financial LP$24.7B AUM0.00%$144,7722.5KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$10,309177Q1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$694,93012.1KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.00%$329,8715.7KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$81514Q1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.00%$49738Q3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$7,580130Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$280,8334.8KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$1M21.8KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$27,023464Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,92233Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$359,8666.2KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$8,772149Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$110,2641.9KQ4 2025OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$4,48477Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$58210Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$14,885255Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M18.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$41,400710Q1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$660,10010.0KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$213,3913.7KQ1 2026OLDER
Quarry LP$558M AUM0.00%$2,23738Q4 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$310,1285.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$1M21.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$276,3484.7KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,38841Q1 2026OLDER
Operose Advisors LLC$431M AUM0.00%$1,39824Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$103,3711.8KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$4,31074Q1 2026OLDER
Binnacle Investments Inc$170M AUM0.00%$5288Q3 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$4,53377Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$119,9742.1KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$11,066190Q1 2026OLDER
Addison Advisors LLC$452M AUM0.00%$1,28222Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M27.2KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,04818Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$81614Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$64111Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$45,194776Q1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.00%$93,4751.6KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$251,8953.8KQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$116,4802.0KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$3536Q4 2025OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$4718Q4 2025OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,57922Q2 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,86432Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$4,76881Q4 2025OLDER
American Capital Advisory, LLC$248M AUM0.00%$4668Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$33,837581Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$69912Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$295,5095.1KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$31,333538Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$225,8963.4KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$41,176707Q1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.00%$43653Q3 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$9,439143Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$579,72110.0KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$5,18389Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$2,94450Q4 2025OLDER
EASTERN BANK$6.5B AUM0.00%$8,609120Q2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$109,8411.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,98034Q1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$3,53360Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$70,6441.2KQ4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2915Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$1,39824Q1 2026OLDER
Valued Wealth Advisors LLC$247M AUM0.00%$2334Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$59510Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$12,347212Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,82765Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$75713Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$1,28122Q1 2026OLDER

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