SEC 13F Intelligence

TNDMTANDEM DIABETES CARE INC

CUSIP 875372203 · Yahoo Finance ↗ · Google Finance ↗

Tandem Diabetes Care Inc (TNDM) has 272 institutional holders in Filings Flow’s 13F database, together reporting 79.39M shares worth $1.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Ubs Group AG.

Institutional Holders
272
Q1 2026
Reported Value
$1.5B
Ticker
TNDM
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 171Q4 ’18Q1 ’19: 232Q2 ’19: 231Q2 ’19Q3 ’19: 243Q2 ’21: 280Q2 ’21Q4 ’21: 359Q4 ’22: 277Q4 ’22Q4 ’25: 265Q1 ’26: 272Q1 ’26Q2 ’26: 16filingsflow.com
Total reported value
Q4 ’18: $9.1BQ4 ’18Q1 ’19: $11.7BQ2 ’19: $11.2BQ2 ’19Q3 ’19: $12.0BQ2 ’21: $15.5BQ2 ’21Q4 ’21: $38.2BQ4 ’22: $1.6BQ4 ’22Q4 ’25: $1.5BQ1 ’26: $1.5BQ1 ’26Q2 ’26: $16Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Paradice Investment Management LLC$532M AUM7.35%$39M2.04MQ1 2026OLDER
BEACONLIGHT CAPITAL, LLC$190M AUM2.56%$5M253.9KQ1 2026OLDER
First Light Asset Management, LLC$1.1B AUM2.26%$25M1.31MQ1 2026OLDER
Defilade Capital Management, L.P.$712M AUM2.05%$15M761.9KQ2 2026
Sessa Capital IM, L.P.$5.5B AUM1.65%$91M4.73MQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM1.58%$59M3.10MQ1 2026OLDER
DAFNA Capital Management LLC$440M AUM1.55%$7M355.2KQ1 2026OLDER
Kent Lake PR LLC$198M AUM1.53%$3M250.0KQ3 2025OLDER
SECTOR GAMMA AS$423M AUM1.21%$5M267.1KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.80%$3M165.3KQ1 2026OLDER
Nierenberg Investment Management Company, LLC$201M AUM0.76%$2M79.5KQ1 2026OLDER
FORMULA GROWTH LTD$222M AUM0.61%$1M70.8KQ1 2026OLDER
Soleus Capital Management, L.P.$2.5B AUM0.61%$15M783.0KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.37%$31M2.55MQ3 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.32%$44M2.30MQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.27%$654,08034.1KQ1 2026OLDER
VARCOV Co.$268M AUM0.19%$509,19426.6KQ1 2026OLDER
BROWN CAPITAL MANAGEMENT LLC$704M AUM0.18%$4M363.4KQ3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.18%$26M1.33MQ1 2026OLDER
MN Wealth Advisors, LLC$206M AUM0.15%$302,66513.8KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.13%$13M696.6KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.12%$29M1.52MQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.11%$2M93.8KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.10%$984,68651.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.10%$12M632.9KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.09%$2M174.7KQ3 2025OLDER
Legato Capital Management LLC$1.1B AUM0.09%$960,12950.1KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.09%$534,57527.9KQ1 2026OLDER
MIZUHO MARKETS AMERICAS LLC$3.7B AUM0.08%$3M157.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.08%$208,3049.5KQ4 2025OLDER
Cinctive Capital Management LP$1.5B AUM0.08%$1M63.8KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.08%$8M397.2KQ1 2026OLDER
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.08%$1M72.9KQ1 2026OLDER
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.07%$5M258.2KQ1 2026OLDER
Prosperitas Financial LLC$268M AUM0.07%$191,70010.0KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.06%$4M206.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.05%$273,07714.2KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$517,78227.0KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$344,37018.0KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.04%$84,3484.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$250,52811.4KQ4 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.04%$376,25424.9KQ2 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.04%$3M220.5KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$243,05612.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$916,99575.5KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.03%$5M249.3KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$972,48344.2KQ4 2025OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.03%$267,24913.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.03%$36M1.86MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M77.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$28M1.44MQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$5M439.2KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$7M615.2KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M88.5KQ4 2025OLDER
Holocene Advisors, LP$41.5B AUM0.02%$9M477.4KQ1 2026OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.02%$32M1.66MQ1 2026OLDER
BAILLIE GIFFORD & CO$97.9B AUM0.02%$21M1.09MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M111.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.02%$13M653.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.02%$139M7.23MQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.02%$207,20113.7KQ2 2026
XTX Topco Ltd$5.8B AUM0.02%$1M60.8KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$227,67418.8KQ3 2025OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.02%$2M123.9KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$15M804.1KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$5M242.6KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.01%$8M434.0KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$2M107.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$10M510.5KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.01%$164,14513.5KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$3M163.7KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$35,0631.8KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$910,32441.4KQ4 2025OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$219,24711.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$723,53337.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$577,01730.1KQ1 2026OLDER
IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.3B AUM0.01%$143,87111.9KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$15M783.9KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$781,96340.8KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$408,93421.3KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M56.7KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$447,44723.3KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$6M262.8KQ4 2025OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.01%$573,45826.1KQ4 2025OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.01%$95,8505.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$241,78011.0KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$44M2.28MQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$325,98514.8KQ4 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$802,64841.9KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.01%$182,1349.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$734,90138.3KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$4M183.0KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$58,9093.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$15M761.7KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$249,05713.0KQ1 2026OLDER
Quarry LP$558M AUM0.00%$31,5861.4KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$43M2.22MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$7M342.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$175,3489.1KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.00%$376,16617.1KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$216,6139.9KQ4 2025OLDER
Torren Management, LLC$201M AUM0.00%$8,330379Q4 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$353,68618.4KQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$3M150.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$77M3.99MQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$65,7723.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$2M94.3KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$297,23115.5KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M123.8KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$325,08526.8KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$743,94938.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$20M1.04MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$205M10.69MQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$747,76439.0KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$6M331.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$238,07212.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$107,0845.6KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$201,93710.5KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$479,25025.0KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$542,90624.7KQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M47.9KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M186.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$354,74118.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$6M331.9KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M87.4KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M79.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$3M133.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$46M2.08MQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$11M553.6KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$207,6459.4KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$844,03238.4KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$161M7.34MQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$9M471.7KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$30,7681.6KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.00%$262,62913.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$158,6138.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$357,00318.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M76.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M193.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$32M1.68MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M208.7KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M363.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$12M642.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$471,36521.4KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$12,1371.0KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$816,22042.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$237,49712.4KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$43,8032.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$14M706.6KQ1 2026OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.00%$48,9022.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$51M2.66MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M58.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M84.3KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M95.3KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$32,2061.7KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$10,313538Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$1M69.4KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$321,42316.8KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.00%$313,27616.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M133.3KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$2M118.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$58M3.04MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M55.2KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$320,68714.6KQ4 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$31,0171.6KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$14,441776Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M243.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$474,86024.8KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$9,495432Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$6M336.3KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$227,85511.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$996,09252.0KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,969207Q1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$277,96514.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$241,88712.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M58.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$323,76216.9KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$280,78314.6KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$19,0981.6KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$24,8081.6KQ2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$636,65833.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$6M294.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$411,64622.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$433,34122.6KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$586,96630.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$25,3441.3KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$6,154321Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M125.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$632,79133.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$14M714.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M206.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M155.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,722142Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$3M168.5KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$355,64218.6KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.00%$1,917100Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$7,457389Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M293.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M92.9KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M58.4KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$387,46420.2KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$19,1701.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M68.3KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$58,7063.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M121.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$382,40319.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M373.2KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M73.1KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$17,5651.2KQ2 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$288,34415.0KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$23,5791.2KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$398,82926.4KQ2 2026
Larson Financial Group LLC$3.1B AUM0.00%$15,413804Q1 2026OLDER
Man Group plc$55.1B AUM0.00%$280,94812.8KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$516,52126.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$550,60128.7KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$276,04814.4KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$4,950328Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$7M349.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$594,21650.4KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$5,924309Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,85997Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$14,340748Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M60.6KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$2,300120Q1 2026OLDER
NATIXIS$28.0B AUM0.00%$105,4355.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$336,52917.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$323,97316.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$641,62033.5KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$2,389122Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$8,617440Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$202,32110.6KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$516,80427.0KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$10,669707Q2 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$9,202480Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$571,32829.8KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$90660Q2 2026
JPL Wealth Management, LLC$435M AUM0.00%$1,17061Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$717,62937.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$240,38910.9KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M105.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,47677Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$308,04316.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$13,188600Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$399,06320.8KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$206,34610.8KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$80542Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,917100Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$53,3312.8KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$4,601240Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$23112Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$96,4635.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$8,416439Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$87940Q4 2025OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$79065Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,31768.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$565,18929.5KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$208,3269.5KQ4 2025OLDER
Accordant Advisory Group Inc$161M AUM0.00%$23112Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$9,144477Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$208,62710.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,550133Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$8,511444Q1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$55025Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$604,42631.5KQ2 2026
Banque Cantonale Vaudoise$2.7B AUM0.00%$3237Q3 2025OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$69136Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$7,989658Q3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$77740Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$2,684140Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$5,080265Q2 2026
Golden State Wealth Management, LLC$915M AUM0.00%$78641Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$342,54917.9KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$1,07456Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$4,625381Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$49,6072.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$33,5481.8KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$34,7941.8KQ1 2026OLDER
Amundi$367.1B AUM0.00%$241,83012.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$3,911204Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$76640Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$75010Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$42,3462.2KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1,07749Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$12,365645Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$562.9KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$60750Q3 2025OLDER
Elequin Capital, LP$1.2B AUM0.00%$46024Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$55,6502.9KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$18112Q2 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$25,8411.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,32369Q1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$15813Q3 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$95950Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$6,671348Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$1,15060Q1 2026OLDER
Abound Wealth Management$440M AUM0.00%$965Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$2,125175Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$4,006330Q3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$28215Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$31,3241.6KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$1768Q4 2025OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$28815Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$4,352227Q2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$53728Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,300433Q1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$1109Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$26814Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,167113Q1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.00%$242Q3 2025OLDER
EASTERN BANK$6.5B AUM0.00%$48332Q2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1,64975Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$191Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$46221Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$191Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1538Q2 2026
Activest Wealth Management$569M AUM$00Q1 2026OLDER

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