SEC 13F Intelligence

TRUPTRUPANION INC

CUSIP 898202106 · Yahoo Finance ↗ · Google Finance ↗

Trupanion Inc (TRUP) has 201 institutional holders in Filings Flow’s 13F database, together reporting 33.55M shares worth $859M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Capital World Investors.

Institutional Holders
201
Q1 2026
Reported Value
$859M
Ticker
TRUP
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 135Q4 ’18Q1 ’19: 137Q2 ’19: 128Q2 ’19Q3 ’19: 116Q2 ’21: 213Q2 ’21Q4 ’21: 237Q4 ’22: 197Q4 ’22Q4 ’25: 212Q1 ’26: 201Q1 ’26Q2 ’26: 8filingsflow.com
Total reported value
Q4 ’18: $4.5BQ4 ’18Q1 ’19: $1.6BQ2 ’19: $1.7BQ2 ’19Q3 ’19: $4.6BQ2 ’21: $15.7BQ2 ’21Q4 ’21: $12.6BQ4 ’22: $1.2BQ4 ’22Q4 ’25: $1.3BQ1 ’26: $859MQ1 ’26Q2 ’26: $15Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Kopion Asset Management, LLC$158M AUM8.19%$13M523.0KQ2 2026
GREENLEA LANE CAPITAL MANAGEMENT, LLC$344M AUM5.78%$20M776.5KQ1 2026OLDER
RENAISSANCERE HOLDINGS LTD$406M AUM1.66%$7M263.0KQ1 2026OLDER
Lagoda Investment Management, L.P.$162M AUM1.56%$3M98.5KQ1 2026OLDER
Redmond Asset Management, LLC$366M AUM0.47%$2M44.4KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.37%$1M47.6KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.36%$912,57524.4KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.29%$4M87.1KQ3 2025OLDER
Hosking Partners LLP$2.8B AUM0.28%$8M303.0KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.24%$1M56.6KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.23%$4M85.3KQ3 2025OLDER
Optimize Financial Inc$203M AUM0.22%$444,59017.4KQ1 2026OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.17%$2M71.7KQ1 2026OLDER
OmniStar Financial Group, Inc.$193M AUM0.16%$272,0586.3KQ3 2025OLDER
Polar Capital Holdings Plc$28.2B AUM0.15%$42M1.63MQ1 2026OLDER
Numerai GP LLC$997M AUM0.13%$1M52.2KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.13%$815,71221.8KQ4 2025OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.13%$1M26.9KQ3 2025OLDER
R Squared Ltd$182M AUM0.13%$228,7238.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.10%$415,70216.2KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.09%$1M29.6KQ4 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.08%$2M66.4KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.06%$218,1745.0KQ3 2025OLDER
PDT Partners, LLC$1.7B AUM0.06%$1M42.1KQ1 2026OLDER
State of Wyoming$844M AUM0.05%$453,93717.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M167.8KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M43.8KQ3 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$513,07120.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.04%$6M223.1KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.04%$199,2614.6KQ3 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.03%$977,09838.2KQ1 2026OLDER
DEERFIELD MANAGEMENT COMPANY, L.P.$8.5B AUM0.03%$2M66.4KQ4 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$809,81218.7KQ3 2025OLDER
CHECK CAPITAL MANAGEMENT INC/CA$3.4B AUM0.03%$1M40.7KQ1 2026OLDER
Liontrust Investment Partners LLP$5.9B AUM0.03%$2M60.6KQ1 2026OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.02%$526,15720.5KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$43,3491.2KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.02%$243,2046.5KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.02%$18M694.2KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.02%$317,4218.5KQ4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.02%$327,04012.8KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$8M315.2KQ1 2026OLDER
TOKIO MARINE ASSET MANAGEMENT CO LTD$2.8B AUM0.01%$407,33310.9KQ4 2025OLDER
Capital World Investors$732.9B AUM0.01%$97M3.78MQ1 2026OLDER
Laurion Capital Management LP$2.3B AUM0.01%$353,4459.5KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$4M163.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$489,94519.1KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$43,5371.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M346.3KQ1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.01%$11M441.5KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.01%$50,5292.0KQ1 2026OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$684,14626.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$245,6529.6KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$384,15015.0KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$252,82910.6KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$911,25535.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$679,63926.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$234,1455.4KQ3 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$456,34517.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M34.2KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$208,6534.8KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$518,42320.2KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.00%$262,9357.0KQ4 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.00%$2M97.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$18M702.1KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$10,846291Q1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$4M169.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$175,4574.1KQ3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$51,2202.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$2M79.3KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$224,5748.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$17,676473Q4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$530,12720.7KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$229,5949.0KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$380,53914.9KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$590,23323.0KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$198,7087.8KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M93.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$79,4173.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$139M5.44MQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$45M1.76MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M165.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$262,91210.3KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M49.0KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M97.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M70.9KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.00%$541,79014.5KQ4 2025OLDER
Bank of Jackson Hole Trust$207M AUM0.00%$4,111110Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$75,0372.9KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$332,2578.9KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$131M3.51MQ4 2025OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.00%$3,47593Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$4M150.9KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$35M1.35MQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$17,671690Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M57.5KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$4M163.7KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$424,92116.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$29M787.5KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$315,77112.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M239.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$998,79039.0KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$220,6538.6KQ1 2026OLDER
Sherman Asset Management, Inc.$109M AUM0.00%$1,63964Q1 2026OLDER
NATIXIS$28.0B AUM0.00%$407,33310.9KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$22M878.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$6M220.2KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$227,9038.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$1M48.3KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$347,8779.3KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$257,79010.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$94,7573.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$8M318.2KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M356.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$34M1.32MQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$909,79535.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$29,9721.2KQ2 2026
COMERICA BANK$25.1B AUM0.00%$278,5477.5KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$15M590.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$852,35233.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$214,4078.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$632,87424.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$9M358.5KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$4,508176Q1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$8,170319Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M72.3KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$2M63.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$37M1.45MQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M60.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M188.7KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$2,894113Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$46,5081.8KQ2 2026
Walleye Trading LLC$60.0B AUM0.00%$560,55015.0KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$3M107.3KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$242,2969.5KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$336,82313.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$533,42014.3KQ4 2025OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$253,3609.9KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$176,7096.9KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$194,4837.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$743,20229.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$2M73.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$211,3858.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$2M50.6KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$848,25433.1KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$445,46017.4KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$295,2607.9KQ4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$7,683300Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$289,54711.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$4M138.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M46.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M124.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M95.1KQ2 2026
Legal & General Group Plc$432.4B AUM0.00%$2M76.5KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$250,4669.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M128.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$299,76511.7KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$13,829540Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$194,3237.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M59.7KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M73.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$402,94815.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$746,73629.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$305,55211.9KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M78.6KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M59.4KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$4,187112Q4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$478,90718.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,30835Q2 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$156,7304.2KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$371,60114.5KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$250,7536.7KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$2,626106Q2 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$87134Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$6,684261Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$37,0581.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$6,787265Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$208,4875.6KQ4 2025OLDER
Clearstead Trust, LLC$613M AUM0.00%$1,16927Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$113,0443.0KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$347,65613.6KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$503,56311.6KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$382,83814.9KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$94837Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M104.7KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$58923Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$2,945115Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$53,3972.1KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$205,7534.8KQ3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,01239.5KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$6,172241Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$41111Q4 2025OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$1285Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,69066Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$1,20647Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$937,04436.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$338,79313.2KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$1295Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,43992Q4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$35914Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$7,474200Q4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$51,0152.0KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$56,3422.2KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$46118Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$467,00018.3KQ1 2026OLDER
Amundi$367.1B AUM0.00%$245,7155.8KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$19,131747Q1 2026OLDER
First Pacific Financial$777M AUM0.00%$43310Q3 2025OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$33313Q1 2026OLDER
Aviso Financial Inc.$2.8B AUM0.00%$1,28050Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$64,8442.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$27,7591.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$22,844892Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,00639Q1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$51320Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$61,7972.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$71,5652.8KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$43217Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$6,173241Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1245Q2 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$30712Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$82219Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$1,28150Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$56322Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$11,064432Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$11,396445Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$84533Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,32352Q1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$773Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$19,208750Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$56322Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$2,868112Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$512Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$311Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1494Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$43310Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3468Q3 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$261Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,38354Q2 2026
ASSETMARK, INC$49.0B AUM0.00%$1546Q1 2026OLDER

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