TRINTRINITY CAP INC
CUSIP 896442308 · Yahoo Finance ↗ · Google Finance ↗
Trinity Cap Inc (TRIN) has 163 institutional holders in Filings Flow’s 13F database, together reporting 19.96M shares worth $263M as of Q1 2026. The largest reported holders are Melia Wealth LLC, Sound Income Strategies, LLC, and Ubs Group AG.
Institutional Holders
163
Q1 2026
Reported Value
$263M
Ticker
TRIN
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Melia Wealth LLC$207M AUM | 9.24% | $19M | 1.30M | Q1 2026OLDER |
| GraniteShares Advisors LLC$139M AUM | 1.90% | $3M | 212.5K | Q3 2025OLDER |
| Sovereign's Capital Management, LLC$136M AUM | 1.50% | $2M | 138.9K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.83% | $17M | 1.16M | Q1 2026OLDER |
| QVT Financial LP$1.4B AUM | 0.54% | $7M | 503.5K | Q1 2026OLDER |
| ARES MANAGEMENT LLC$1.5B AUM | 0.53% | $8M | 545.7K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.42% | $3M | 195.0K | Q4 2025OLDER |
| EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM | 0.39% | $8M | 549.3K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.36% | $2M | 136.8K | Q4 2025OLDER |
| EMERALD ADVISERS, LLC$3.2B AUM | 0.36% | $11M | 766.2K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.32% | $2M | 105.5K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.29% | $1M | 98.7K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.27% | $3M | 201.6K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.27% | $414,991 | 28.3K | Q4 2025OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.23% | $800,371 | 54.4K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.22% | $402,480 | 27.4K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.18% | $6M | 346.2K | Q2 2026 |
| Birchview Capital, LP$176M AUM | 0.17% | $294,200 | 20.0K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 0.16% | $764,920 | 52.0K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.16% | $1M | 86.5K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 0.16% | $273,270 | 15.3K | Q2 2026 |
| Values First Advisors, Inc.$192M AUM | 0.14% | $271,263 | 18.4K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.14% | $1M | 84.4K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.13% | $222,901 | 15.2K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.13% | $199,090 | 13.5K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.13% | $547,646 | 37.4K | Q4 2025OLDER |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.10% | $5M | 330.6K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.09% | $150,654 | 10.2K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.09% | $169,028 | 11.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.08% | $5M | 326.5K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 0.08% | $100,120 | 4.0K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.07% | $170,477 | 11.6K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $660,023 | 37.4K | Q2 2026 |
| Bramshill Investments, LLC$1.2B AUM | 0.06% | $701,755 | 47.7K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.06% | $181,920 | 12.0K | Q4 2025OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.06% | $372,295 | 25.3K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.06% | $216,636 | 14.8K | Q4 2025OLDER |
| First Financial Bank - Trust Division$1.4B AUM | 0.05% | $762,526 | 42.6K | Q2 2026 |
| Calydon Capital$613M AUM | 0.05% | $332,417 | 22.6K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.05% | $232,000 | 15.8K | Q4 2025OLDER |
| Accel Wealth Management$383M AUM | 0.05% | $196,819 | 13.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 101.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 87.9K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.03% | $367,890 | 20.6K | Q2 2026 |
| Trexquant Investment LP$13.9B AUM | 0.03% | $3M | 174.6K | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $512,234 | 34.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $539,273 | 36.7K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.02% | $703,400 | 46.4K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.02% | $180,977 | 12.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $108,251 | 7.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $488,181 | 33.2K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 124.5K | Q4 2025OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.02% | $1M | 70.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $653,006 | 44.4K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $323,267 | 22.1K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $3M | 178.8K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $263,655 | 17.0K | Q3 2025OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.02% | $177,866 | 12.1K | Q4 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.02% | $481,605 | 32.7K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.02% | $22,733 | 1.55M | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 643.6K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $272,915 | 18.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $140,069 | 9.5K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.01% | $867,719 | 48.5K | Q2 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $103,367 | 7.0K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $50,161 | 3.4K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $182,786 | 12.4K | Q2 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $20,364 | 1.4K | Q4 2025OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $26,478 | 1.8K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $14,710 | 1.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $208,403 | 14.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $14,622 | 994 | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $715,641 | 48.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $130,359 | 8.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $355,982 | 24.2K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $706,374 | 48.0K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $588,400 | 40.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $4M | 287.1K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $567,115 | 38.6K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.01% | $191,230 | 13.0K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $64,799 | 4.2K | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $8M | 559.4K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $7M | 445.2K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $254,661 | 17.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 433.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 75.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $223,592 | 15.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 72.1K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $365,749 | 24.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $646,387 | 43.9K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $4M | 242.7K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $971,726 | 62.8K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $821,515 | 55.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $316,986 | 21.5K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $22,264 | 1.5K | Q1 2026OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.00% | $164,578 | 11.2K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $161,810 | 11.0K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.00% | $149,525 | 10.2K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 218.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $565,022 | 38.4K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $179,859 | 12.2K | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $15,480 | 1.0K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 146.9K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $5M | 330.9K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $394,640 | 26.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11M | 740.8K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $815,743 | 55.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $399,335 | 27.1K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $622,039 | 42.5K | Q4 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $419,224 | 28.6K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $283,667 | 19.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 115.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $36,775 | 2.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 1.04M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $594,859 | 40.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $24,786 | 1.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $49,000 | 3.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $14M | 951.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 101.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $446,521 | 30.4K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 79.0K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $164,550 | 11.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $191,912 | 13.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 420.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $248,261 | 16.9K | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $12M | 791.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $26,673 | 1.8K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 79.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 196.6K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $85,832 | 6.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 349.9K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $9,829 | 668.1K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $944,823 | 64.2K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $251,051 | 17.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $272,342 | 17.0K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $77,677 | 5.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $29,920 | 2.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $77,816 | 5.3K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $5,655 | 386 | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $945,029 | 64.2K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $20,510 | 1.4K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $504,194 | 34.3K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $246,120 | 16.8K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $14,710 | 1.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 147.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $302,291 | 20.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $170,753 | 11.6K | Q2 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $176,520 | 12.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 251.8K | Q1 2026OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.00% | $170,451 | 11.0K | Q3 2025OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $12,861 | 895 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $199,058 | 13.5K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $284,800 | 19.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $160,500 | 10.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $194,968 | 13.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $94,586 | 6.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $17,624 | 1.2K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $224,145 | 15.3K | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $9,594 | 600 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $252,486 | 17.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 300.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 93.4K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,150 | 622 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $937,186 | 63.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $11,768 | 800 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $202,880 | 13.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 112.4K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 190.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 106.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $162,526 | 11.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $769,000 | 52.3K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $25,007 | 1.7K | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $85 | 5.8K | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $172,870 | 11.8K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $412 | 28 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $4M | 293.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $36,775 | 2.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $10,297 | 700 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $10,836 | 700 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $33,006 | 2.3K | Q4 2025OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $21,330 | 1.4K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $1M | 90.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $105,353 | 7.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,092 | 76 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $80,552 | 5.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $259,970 | 17.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $7,355 | 500 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $44,130 | 3.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,471 | 100 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $4,075 | 277 | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $212,456 | 14.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $362 | 25 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,074 | 209 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $76,448 | 5.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $9,321 | 652 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $368 | 25 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $29 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.