SEC 13F Intelligence

TPBTURNING PT BRANDS INC

CUSIP 90041L105 · Yahoo Finance ↗ · Google Finance ↗

Turning Pt Brands Inc (TPB) has 238 institutional holders in Filings Flow’s 13F database, together reporting 18.72M shares worth $1.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.

Institutional Holders
238
Q1 2026
Reported Value
$1.5B
Ticker
TPB
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 70Q4 ’18Q1 ’19: 85Q2 ’19: 89Q2 ’19Q3 ’19: 81Q2 ’21: 116Q2 ’21Q4 ’21: 113Q4 ’22: 99Q4 ’22Q4 ’25: 242Q1 ’26: 238Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $112MQ4 ’18Q1 ’19: $241MQ2 ’19: $260MQ2 ’19Q3 ’19: $162MQ2 ’21: $840MQ2 ’21Q4 ’21: $899MQ4 ’22: $162MQ4 ’22Q4 ’25: $1.8BQ1 ’26: $1.5BQ1 ’26Q2 ’26: $8Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FIRST SABREPOINT CAPITAL MANAGEMENT LP$276M AUM12.60%$35M400.0KQ1 2026OLDER
Pillsbury Lake Capital LLC$221M AUM6.67%$15M170.1KQ1 2026OLDER
Harspring Capital Management, LLC$190M AUM5.79%$11M126.8KQ1 2026OLDER
AWH Capital, L.P.$110M AUM5.47%$6M69.5KQ1 2026OLDER
Prospect Capital Advisors, LLC$180M AUM5.04%$9M104.5KQ1 2026OLDER
Veradace Capital Management LLC$112M AUM4.84%$5M62.7KQ1 2026OLDER
GUARDIAN POINT CAPITAL, LP$243M AUM4.47%$11M125.0KQ1 2026OLDER
CANNELL CAPITAL LLC$163M AUM3.82%$6M71.7KQ1 2026OLDER
4D Advisors, LLC$158M AUM3.58%$6M65.0KQ1 2026OLDER
APIS CAPITAL ADVISORS, LLC$648M AUM3.40%$22M254.0KQ1 2026OLDER
RIPOSTE CAPITAL LLC$392M AUM3.32%$13M150.0KQ1 2026OLDER
Potrero Capital Research LLC$163M AUM2.59%$4M48.5KQ1 2026OLDER
Ballast Asset Management, LP$225M AUM2.58%$6M66.9KQ1 2026OLDER
FINDELL CAPITAL MANAGEMENT LLC$341M AUM2.41%$8M95.0KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM2.34%$29M265.2KQ4 2025OLDER
G2 Investment Partners Management LLC$406M AUM2.22%$11M111.0KQ3 2025OLDER
Aristides Capital LLC$462M AUM1.94%$9M103.2KQ1 2026OLDER
Capelight Capital Asset Management LP$134M AUM1.81%$2M28.0KQ1 2026OLDER
ArrowMark Colorado Holdings LLC$3.8B AUM1.72%$65M745.4KQ1 2026OLDER
SWP Investment Management LLC$145M AUM1.50%$2M25.6KQ2 2026
Maple Rock Capital Partners Inc.$3.1B AUM1.23%$38M436.0KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM1.07%$26M295.6KQ1 2026OLDER
Madison Avenue Partners, LP$2.3B AUM0.93%$21M247.7KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.91%$2M22.0KQ4 2025OLDER
GatePass Capital, LLC$214M AUM0.81%$2M20.0KQ1 2026OLDER
Copeland Capital Management, LLC$4.5B AUM0.79%$35M407.2KQ1 2026OLDER
Militia Capital Management LLC$454M AUM0.76%$3M40.0KQ2 2026
Access Investment Management LLC$376M AUM0.75%$3M32.3KQ1 2026OLDER
Junto Capital Management LP$4.7B AUM0.44%$21M241.7KQ1 2026OLDER
Fund 1 Investments, LLC$872M AUM0.43%$4M39.4KQ3 2025OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.41%$11M103.5KQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.41%$56M642.7KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.38%$5M56.8KQ1 2026OLDER
Bronte Capital Management Pty Ltd.$1.0B AUM0.37%$4M42.9KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.30%$2M23.3KQ1 2026OLDER
Ceredex Value Advisors LLC$3.2B AUM0.29%$9M107.4KQ1 2026OLDER
BankChampaign, National Association$101M AUM0.27%$273,9272.5KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.26%$3M29.2KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM0.26%$5M58.9KQ1 2026OLDER
PARTHENON LLC$875M AUM0.25%$2M25.5KQ1 2026OLDER
MUFG Securities EMEA plc$6.7B AUM0.21%$8M85.6KQ3 2025OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.20%$7M61.9KQ4 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.20%$2M23.5KQ1 2026OLDER
Standard General L.P.$336M AUM0.17%$953,4868.8KQ4 2025OLDER
DCF Advisers, LLC$375M AUM0.16%$607,5307.0KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.16%$983,33111.3KQ1 2026OLDER
SIERRA SUMMIT ADVISORS LLC$688M AUM0.15%$981,3469.1KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.13%$1M16.7KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.13%$7M86.1KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.13%$3M30.0KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.12%$317,5383.2KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.10%$18M204.3KQ1 2026OLDER
Informed Momentum Co LLC$866M AUM0.08%$713,9358.2KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.08%$1M16.2KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.08%$5M54.2KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$308,7232.8KQ4 2025OLDER
VIRTUS ADVISERS, LLC$215M AUM0.07%$148,8451.7KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.07%$301,1352.8KQ4 2025OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.07%$867,90010.0KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM0.07%$1M11.7KQ1 2026OLDER
ANDERSON HOAGLAND & CO$1.3B AUM0.06%$769,9059.1KQ2 2026
CenterBook Partners LP$1.9B AUM0.06%$1M11.4KQ4 2025OLDER
AdvisorShares Investments LLC$549M AUM0.06%$346,8803.2KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.06%$2M22.5KQ1 2026OLDER
Vest Financial, LLC$8.3B AUM0.05%$4M48.3KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$293,4163.0KQ3 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.05%$812,3549.4KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.05%$6M72.3KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.04%$10M118.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.04%$60M689.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.04%$2M25.8KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.04%$3M38.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$45M515.0KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$3M30.8KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$76,639707Q4 2025OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.03%$858,1799.9KQ1 2026OLDER
Legacy Financial Advisors, Inc.$715M AUM0.03%$217,2342.0KQ4 2025OLDER
Keystone Financial Group$1.5B AUM0.03%$420,7564.8KQ1 2026OLDER
Prescott General Partners LLC$1.4B AUM0.03%$379,4003.5KQ4 2025OLDER
MACKAY SHIELDS LLC$2.7B AUM0.03%$737,3376.8KQ4 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.03%$1M16.9KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.03%$3M39.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$334,5423.4KQ3 2025OLDER
Cornerstone Capital, Inc.$1.0B AUM0.02%$246,6102.3KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.02%$41M377.6KQ4 2025OLDER
Violich Capital Management, Inc.$855M AUM0.02%$210,2961.9KQ4 2025OLDER
State of Wyoming$844M AUM0.02%$197,1002.3KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$913,03110.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M19.3KQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.02%$32,030369.1KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.02%$2M23.6KQ3 2025OLDER
First Financial Bank - Trust Division$1.4B AUM0.02%$235,7722.8KQ2 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.02%$32M365.5KQ1 2026OLDER
USA FINANCIAL FORMULAS$531M AUM0.01%$80,472814Q3 2025OLDER
Hilltop Holdings Inc.$1.1B AUM0.01%$264,4512.7KQ3 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$6M70.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$441,1884.1KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$11M131.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$293,0033.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$9M91.6KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$11M124.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$6M71.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$514,5785.9KQ1 2026OLDER
Phoenix Financial Ltd.$10.5B AUM0.01%$1M12.4KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M23.4KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$932,64510.7KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M33.0KQ4 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.01%$1M13.1KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$39M453.8KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$242,9292.8KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$352,8423.3KQ4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$13M145.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$6M70.8KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.01%$17,358200Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$4M44.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$262,2793.0KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$3M30.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M16.8KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$651,9667.5KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.01%$807,4079.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$281,5693.3KQ2 2026
Sunbelt Securities, Inc.$1.6B AUM0.01%$88,2651.0KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$7,42114Q3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$6M68.7KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$3M32.7KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$203,7962.3KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M11.6KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$496,1474.6KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$14M156.7KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$503,8165.8KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$200,3312.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$11M123.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$874,32210.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$3M31.4KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$1M10.0KQ4 2025OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$27,208251Q4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M12.3KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$36M412.1KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$449,6595.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$124,1101.4KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$1M12.6KQ4 2025OLDER
Intentional Wealth Strategies, LLC$107M AUM0.00%$4,07947Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$20M229.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$38,843458Q2 2026
HighTower Advisors, LLC$94.2B AUM0.00%$3M36.6KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$289,8493.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$52M601.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M22.3KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$864,5318.7KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$2M22.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$117,6011.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$25,579294.7KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$11M130.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$216,5832.0KQ4 2025OLDER
Man Group plc$55.1B AUM0.00%$1M16.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$429,6975.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$42M385.1KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M22.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M61.5KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$46M524.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$157M1.45MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$128M1.47MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$3M37.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$13M155.0KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$15M177.6KQ1 2026OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$4,16648Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$7M80.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$25M290.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$16M185.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$35M399.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$64,946735Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$14M159.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M35.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$71M816.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$11M123.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$244,8352.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$893,85010.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M22.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$25M289.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M12.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M17.2KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$32,199371Q1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$245,6342.3KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$7M77.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M53.0KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1M13.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$33M383.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$393,5934.5KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$371,7323.4KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$28,411335Q2 2026
Cornerstone Planning Group LLC$749M AUM0.00%$7,78097Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$747,6098.6KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$1,90922Q1 2026OLDER
Boston Partners$95.5B AUM0.00%$942,3208.7KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$2M20.9KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$653,6267.5KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.00%$237,2642.4KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$6M67.5KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$497,6545.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$987,06311.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$252,9122.3KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M10.8KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$390,2403.6KQ4 2025OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,62615Q4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$477,3455.5KQ1 2026OLDER
Quarry LP$558M AUM0.00%$4,22739Q4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$762,3638.8KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$206,6472.4KQ1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$16,700154Q4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$9,21485Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M17.9KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$4M46.0KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$541,4585.0KQ4 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$7819Q1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$260,1103.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$214,8052.5KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$987,84411.4KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$38,970449Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$14,147163Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$123,6911.1KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$330,5933.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M24.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$388,6464.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M16.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$15,188175Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M23.7KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$251,2623.4KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$633,5677.3KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$312,4443.6KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$253,1662.9KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$487,5834.5KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$351,7434.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$7127.2KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$1,30215Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$231,0352.7KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$683,4477.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$15,188175Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$6,51675Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$1M14.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$263,5813.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M12.7KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$46,780539Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M16.8KQ1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1,27315Q2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$16,028184Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$233,2052.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$6,72578Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$125,7141.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$744,4838.6KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$287,3623.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M13.2KQ2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$350,1114.0KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$355,4924.1KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$12,852130Q3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$7819Q1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$4345Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,90922Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,34050Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,25726Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$4345Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$387,4304.5KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1,21514Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$205,8662.4KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$86710Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,47517Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$86810Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$229,1052.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$6,25284Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$2,77732Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,95123Q2 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$1121Q4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1742Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,16820Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,27215Q2 2026
STRS OHIO$25.2B AUM0.00%$8,679100Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$5,29561Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$6,94980Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$871Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$5,20760Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$3,90645Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2,08324Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$991Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,56218Q2 2026
ASSETMARK, INC$49.0B AUM0.00%$2,69031Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$7,11782Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$8,02594Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1081Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$86810Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$8,50286Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1081Q4 2025OLDER

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