SEC 13F Intelligence

UEURBAN EDGE PPTYS

CUSIP 91704F104 · Yahoo Finance ↗ · Google Finance ↗

Urban Edge Pptys (UE) has 247 institutional holders in Filings Flow’s 13F database, together reporting 125.03M shares worth $2.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and FMR LLC.

Institutional Holders
247
Q1 2026
Reported Value
$2.5B
Ticker
UE
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 193Q4 ’18Q1 ’19: 192Q2 ’19: 172Q2 ’19Q3 ’19: 168Q2 ’21: 176Q2 ’21Q4 ’21: 175Q4 ’22: 163Q4 ’22Q4 ’25: 231Q1 ’26: 247Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $8.4BQ4 ’18Q1 ’19: $12.3BQ2 ’19: $6.8BQ2 ’19Q3 ’19: $9.8BQ2 ’21: $11.6BQ2 ’21Q4 ’21: $12.8BQ4 ’22: $515MQ4 ’22Q4 ’25: $2.3BQ1 ’26: $2.5BQ1 ’26Q2 ’26: $5Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Bayhunt Capital LLC$106M AUM8.07%$9M443.9KQ1 2026OLDER
Resolution Capital Ltd$4.8B AUM1.66%$79M3.94MQ1 2026OLDER
MQS Management LLC$148M AUM0.61%$1M54.2KQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.52%$71M3.55MQ1 2026OLDER
Vert Asset Management LLC$365M AUM0.37%$1M59.5KQ2 2026
HEITMAN REAL ESTATE SECURITIES LLC$1.4B AUM0.32%$4M221.4KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.17%$952,37547.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.16%$420,27020.5KQ3 2025OLDER
APG Asset Management US Inc.$13.0B AUM0.13%$17M892.7KQ4 2025OLDER
May Hill Capital, LLC$371M AUM0.12%$441,29323.0KQ1 2026OLDER
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$6.7B AUM0.07%$5M237.2KQ3 2025OLDER
JENNISON ASSOCIATES LLC$145.4B AUM0.06%$92M4.59MQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$666,21333.3KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.06%$2M111.2KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.05%$185,8749.3KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.05%$2M97.6KQ3 2025OLDER
ALTFEST L J & CO INC$935M AUM0.04%$411,54820.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.04%$3M137.8KQ1 2026OLDER
DENALI ADVISORS LLC$900M AUM0.04%$362,69118.9KQ4 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.04%$10M505.7KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.04%$361,35818.1KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.04%$8M418.0KQ4 2025OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.04%$312,66715.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$2M71.2KQ2 2026
Alyeska Investment Group, L.P.$35.4B AUM0.03%$11M562.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.03%$4M175.2KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$9M450.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.03%$21M1.05MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.02%$799,32040.0KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$5M232.6KQ3 2025OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$656,93134.2KQ4 2025OLDER
FMR LLC$1.90T AUM0.02%$377M18.89MQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M55.9KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M56.7KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$6M280.6KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$723,48237.7KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M65.7KQ1 2026OLDER
Metis Global Partners, LLC$4.1B AUM0.02%$659,40033.0KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$283M14.15MQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$10M478.0KQ1 2026OLDER
STRS OHIO$25.2B AUM0.01%$3M169.3KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.01%$694,02534.7KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$674,82533.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$27M1.36MQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$39M1.95MQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.01%$3M173.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$54M2.72MQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.01%$4M195.3KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$12M622.4KQ1 2026OLDER
PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM0.01%$262,67713.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$2M76.6KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M65.9KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M88.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$86,1344.3KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$97,1484.2KQ2 2026
DRW Securities, LLC$7.2B AUM0.01%$626,09331.3KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$26M1.29MQ1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.01%$238,44111.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M109.1KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$11,371497Q2 2026
BlackRock, Inc.$5.72T AUM0.01%$460M23.04MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$672,10733.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$51M2.57MQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$261,19913.1KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$65,8143.3KQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$691,98734.6KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$37M1.87MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$575,10428.8KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$48,7132.4KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$763,43638.2KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$368,01218.4KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$1M73.3KQ1 2026OLDER
BROOKFIELD Corp /ON/$74.2B AUM0.01%$6M276.2KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$2M111.9KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$44M2.18MQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$2M115.6KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$5M268.6KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$12M612.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$212,46710.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$97,6484.8KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$557,37827.2KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$7M366.2KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$205,90910.7KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$262,11912.8KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$165,9037.3KQ2 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$6M314.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$674,34533.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$392M20.41MQ4 2025OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.01%$1M55.8KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$3M163.8KQ1 2026OLDER
Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM0.01%$656,80332.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M118.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$143M7.15MQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$781,41740.7KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$25M1.25MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$176,5438.8KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$34M1.69MQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$13M633.2KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$958,38546.8KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$68M3.38MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$16M814.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$690,68934.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$26M1.32MQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$410,62820.1KQ3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M113.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$11,552608Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$16M810.9KQ1 2026OLDER
UniSuper Management Pty Ltd$15.3B AUM0.00%$531,46826.6KQ1 2026OLDER
IFM Investors Pty Ltd$12.0B AUM0.00%$412,60720.7KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.00%$232,84711.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$7M371.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$20,8591.0KQ1 2026OLDER
Hilltop National Bank$468M AUM0.00%$15,650684Q2 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$287,99214.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$937,80246.9KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M148.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M127.9KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$298,92115.0KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$991,94749.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M248.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$114M5.68MQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$13M672.8KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M96.8KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$203,1879.9KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$2M81.2KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$278,73413.6KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$23M1.15MQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$5M232.3KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$325,47315.9KQ3 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M133.5KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.00%$410,10920.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$482,96923.6KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$547,45227.4KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$427,33621.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$20,7371.0KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$3M139.8KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M84.0KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$492,08824.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$241,77812.1KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$454,08522.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$401,90819.6KQ3 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M59.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$10M522.2KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$84,2564.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$325,97416.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$850,48244.3KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$277,75713.6KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$3M174.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$25M1.29MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$349,51017.5KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.00%$885,71344.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$353,66617.7KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$2M102.1KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$231,48912.1KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$655,56432.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$855,44242.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$848,55142.5KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M172.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$30,5431.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$302,41715.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$4,316216Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,096205Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$307,33315.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M225.4KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.00%$94,91010.8KQ2 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M156.5KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$1M55.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$1M71.8KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$815,74340.8KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$440,90321.6KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$92,2884.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$203,73810.0KQ3 2025OLDER
Quarry LP$558M AUM0.00%$3,787185Q3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$52,6672.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$10M501.7KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,04451Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M509.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$556,48727.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,2391.1KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$38,0221.9KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$6,960340Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$62,1763.1KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$395,44419.8KQ1 2026OLDER
Amundi$367.1B AUM0.00%$2M107.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$249,39012.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$214,43710.7KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$329,02016.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M53.4KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$11,324569Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M50.3KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$71735.9KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$6,814341Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M198.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$698,34035.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M50.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$2,245117Q2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$452,12722.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$26,2711.4KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$445,93422.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$934,26546.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$285,59114.3KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,029102Q1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$357,38217.9KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$198,5219.9KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$91449Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$5,574279Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$2,178109Q1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.00%$1,73976Q2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,016150.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$636,60331.9KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$6,533327Q1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$4,416221Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$497,50224.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$12,126530Q2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$957,93546.8KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$54,1462.7KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1,83992Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$36018Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M59.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$6,094305Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$13,566679Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M64.3KQ2 2026
West Branch Capital LLC$430M AUM0.00%$90247Q4 2025OLDER
Creative Planning$147.4B AUM0.00%$331,34816.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$360,75918.1KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$15,225762Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$768,45138.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$10,290515Q2 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$233,31811.7KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$655,40632.8KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,24757Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$2,436119Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,235262Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$800,00040.0KQ1 2026OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$40020Q1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$1,69885Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M53.6KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$67633Q3 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$95,8644.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$40020Q1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$97949Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$18,976927Q3 2025OLDER
Davis Capital Management$169M AUM0.00%$1607Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$253,74612.7KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$51,3092.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$146,9937.4KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1548Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$13,667684Q1 2026OLDER
FIL Ltd$128.7B AUM0.00%$79,6404.0KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$24012Q1 2026OLDER
Sachetta, LLC$184M AUM0.00%$1005Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$13,367669Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$43,3372.2KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$22,7971.1KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,39970Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$40321Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$1427Q1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$50025Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$45723Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$23012Q4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,49473Q3 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$59930Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$8,511426Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$51,8082.6KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$965Q4 2025OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$69935Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$27,6201.4KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$402Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1407Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$26013Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$79940Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$6,407313Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$1809Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$59531Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$59930Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$24012Q1 2026OLDER

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