SEC 13F Intelligence

UECURANIUM ENERGY CORP

CUSIP 916896103 · Yahoo Finance ↗ · Google Finance ↗

Uranium Energy Corp (UEC) has 397 institutional holders in Filings Flow’s 13F database, together reporting 384.10M shares worth $5.2B as of Q1 2026. The largest reported holders are Price T Rowe Associates Inc /Md/, Vanguard Group Inc, and Blackrock, Inc..

Institutional Holders
397
Q1 2026
Reported Value
$5.2B
Ticker
UEC
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 78Q2 ’19Q3 ’19: 65Q4 ’19: 73Q1 ’20: 67Q2 ’20: 69Q2 ’20Q3 ’20: 74Q4 ’20: 89Q1 ’21: 103Q2 ’21: 110Q2 ’21Q3 ’21: 128Q4 ’21: 144Q1 ’22: 156Q2 ’22: 151Q2 ’22Q3 ’22: 166Q4 ’22: 178Q1 ’23: 206Q2 ’23: 194Q2 ’23Q3 ’23: 218Q4 ’23: 230Q1 ’24: 259Q2 ’24: 264Q2 ’24Q3 ’24: 268Q4 ’24: 317Q1 ’25: 321Q2 ’25: 333Q2 ’25Q3 ’25: 343Q4 ’25: 390Q1 ’26: 397filingsflow.com
Total reported value
Q2 ’19: $27MQ2 ’19Q3 ’19: $16MQ4 ’19: $20MQ1 ’20: $9MQ2 ’20: $15MQ2 ’20Q3 ’20: $20MQ4 ’20: $41MQ1 ’21: $89MQ2 ’21: $77MQ2 ’21Q3 ’21: $119MQ4 ’21: $158MQ1 ’22: $332MQ2 ’22: $220MQ2 ’22Q3 ’22: $292MQ4 ’22: $336MQ1 ’23: $295MQ2 ’23: $388MQ2 ’23Q3 ’23: $725MQ4 ’23: $1.2BQ1 ’24: $1.2BQ2 ’24: $1.2BQ2 ’24Q3 ’24: $1.3BQ4 ’24: $1.5BQ1 ’25: $1.3BQ2 ’25: $2.3BQ2 ’25Q3 ’25: $4.6BQ4 ’25: $4.4BQ1 ’26: $5.2Bfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.12%$1.0B75.55MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$552M47.25MQ4 2025OLDER
BlackRock, Inc.$5.72T AUM0.01%$506M37.51MQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.62%$460M34.10MQ1 2026
STATE STREET CORP$2.90T AUM0.01%$340M25.20MQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.24%$322M23.84MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$315M23.33MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$292M21.64MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$172M12.71MQ1 2026
ALPS ADVISORS INC$21.3B AUM0.60%$128M9.47MQ1 2026
NORGES BANK$0 AUM0.01%$118M10.10MQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.83%$113M8.33MQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.03%$81M6.91MQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$76M5.64MQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$66M4.91MQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$64M4.71MQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$58M4.30MQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$55M4.07MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$53M3.96MQ1 2026
UBS Group AG$666.3B AUM0.01%$46M3.38MQ1 2026
CAXTON ASSOCIATES LLP$4.4B AUM1.03%$46M3.38MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$45M3.36MQ1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$44M3.28MQ1 2026
Encompass Capital Advisors LLC$3.3B AUM1.21%$41M3.00MQ1 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM4.53%$30M2.25MQ1 2026
Goehring & Rozencwajg Associates, LLC$1.9B AUM1.60%$30M2.20MQ1 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.01%$29M2.07MQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$27M1.97MQ1 2026
TimesSquare Capital Management, LLC$5.9B AUM0.41%$24M1.78MQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$24M1.74MQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$23M1.73MQ1 2026
FMR LLC$1.90T AUM0.00%$22M1.66MQ1 2026
CANADA LIFE ASSURANCE Co$55.8B AUM0.04%$22M1.65MQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$22M1.61MQ1 2026
SEGRA CAPITAL MANAGEMENT, LLC$248M AUM5.99%$22M3.19MQ2 2025OLDER
WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM0.09%$21M1.57MQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.06%$19M1.44MQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$19M1.40MQ1 2026
T. Rowe Price Investment Management, Inc.$145.2B AUM0.01%$18M1.33MQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.03%$17M1.29MQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$17M1.28MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$17M1.28MQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.22%$17M1.27MQ1 2026
Vident Advisory, LLC$11.7B AUM0.15%$17M1.27MQ1 2026
SG Americas Securities, LLC$92.9B AUM0.02%$16M1.21MQ1 2026
HRT FINANCIAL LP$40.1B AUM0.04%$16M1.21MQ1 2026
Extract Advisors LLC$287M AUM4.21%$16M1.39MQ4 2025OLDER
Man Group plc$55.1B AUM0.03%$15M1.12MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$14M1.15MQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.01%$14M1.06MQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$14M1.05MQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.01%$14M975.0KQ3 2025OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.20%$13M993.3KQ1 2026
LMR Partners LLP$45.4B AUM0.03%$13M960.0KQ1 2026
Swiss National Bank$173.8B AUM0.01%$13M956.7KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.09%$12M906.6KQ1 2026
Woodline Partners LP$26.4B AUM0.06%$11M1.61MQ2 2025OLDER
Temasek Holdings (Private) Ltd$30.5B AUM0.03%$10M769.4KQ1 2026
SPROTT INC.$3.4B AUM0.29%$10M749.2KQ1 2026
Philadelphia Financial Management of San Francisco, LLC$346M AUM1.17%$10M1.46MQ2 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$10M722.8KQ1 2026
NATIXIS$28.0B AUM0.04%$9M650.0KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.01%$9M641.9KQ1 2026
Eisler Capital Management Ltd.$22.6B AUM0.04%$9M623.0KQ3 2025OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$9M638.5KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M633.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M619.3KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$8M618.3KQ1 2026
Summit Financial, LLC$7.8B AUM0.11%$8M613.4KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M598.2KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$8M597.6KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M560.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$7M522.1KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.02%$7M585.5KQ4 2025OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$7M502.8KQ1 2026
Lloyd Harbor Capital Management, LLC$245M AUM2.76%$7M500.0KQ1 2026
Murchinson Ltd.$791M AUM0.85%$7M500.0KQ3 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$6M463.0KQ1 2026
GENERAL AMERICAN INVESTORS CO INC$1.5B AUM0.40%$6M454.9KQ1 2026
Freestone Grove Partners LP$14.2B AUM0.04%$6M519.4KQ4 2025OLDER
Neo Ivy Capital Management$379M AUM0.94%$6M509.3KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M440.4KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$6M430.7KQ3 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$6M414.7KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M803.7KQ2 2025OLDER
PineBridge Investments, L.P.$13.5B AUM0.04%$5M408.8KQ3 2025OLDER
Regal Partners Ltd$1.8B AUM0.31%$5M465.8KQ4 2025OLDER
DnB Asset Management AS$28.0B AUM0.02%$5M383.8KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M377.0KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$5M369.0KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$5M349.6KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.01%$5M333.4KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$4M332.2KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M324.3KQ1 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$4M332.9KQ1 2026
Mountaineer Partners Management, LLC$201M AUM2.49%$4M321.0KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M310.2KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$4M342.0KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.01%$4M291.0KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$4M282.1KQ1 2026
SIR Capital Management, L.P.$1.1B AUM0.34%$4M559.5KQ2 2025OLDER
Creative Planning$147.4B AUM0.00%$4M280.1KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.05%$4M276.0KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.01%$4M278.3KQ3 2025OLDER
Informed Momentum Co LLC$866M AUM0.43%$4M274.8KQ1 2026
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.01%$4M296.3KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.02%$4M261.1KQ1 2026
Cresset Asset Management, LLC$23.1B AUM0.02%$3M258.2KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M243.3KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M224.2KQ1 2026
Nicholas Investment Partners, LP$1.4B AUM0.22%$3M222.7KQ1 2026
Holocene Advisors, LP$41.5B AUM0.01%$3M214.1KQ1 2026
SPX Gestao de Recursos Ltda$1.2B AUM0.24%$3M215.0KQ3 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M212.4KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$3M211.7KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M204.1KQ1 2026
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.09%$3M192.9KQ1 2026
Riggs Asset Managment Co. Inc.$486M AUM0.54%$3M192.6KQ1 2026
De Lisle Partners LLP$836M AUM0.31%$2M208.8KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M178.7KQ1 2026
Boundless Plain Holdings Ltd$304M AUM0.79%$2M178.5KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M178.4KQ1 2026
PEAK6 LLC$42.6B AUM0.01%$2M177.8KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.07%$2M176.3KQ1 2026
Rathbones Group PLC$48.4B AUM0.00%$2M176.2KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M175.5KQ1 2026
BOKF, NA$6.5B AUM0.04%$2M172.0KQ1 2026
SHELL ASSET MANAGEMENT CO$996M AUM0.08%$2M338.3KQ2 2025OLDER
ALGERT GLOBAL LLC$6.6B AUM0.03%$2M168.0KQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.00%$2M169.6KQ3 2025OLDER
FIL Ltd$128.7B AUM0.00%$2M167.4KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$2M159.8KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M158.7KQ1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$2M157.4KQ1 2026
Pacer Advisors, Inc.$35.6B AUM0.01%$2M156.9KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$2M154.1KQ1 2026
Handelsbanken Fonder AB$30.0B AUM0.01%$2M153.6KQ1 2026
Banque Cantonale Vaudoise$2.7B AUM0.07%$2M145.9KQ1 2026
Marex Group Ltd$15.8B AUM0.01%$2M143.4KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M142.0KQ1 2026
CenterBook Partners LP$1.9B AUM0.10%$2M141.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M141.6KQ1 2026
Numerai GP LLC$997M AUM0.19%$2M137.8KQ1 2026
HUB Investment Partners, LLC$4.2B AUM0.04%$2M137.1KQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.02%$2M135.0KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M134.4KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$2M133.6KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$2M132.9KQ1 2026
One River Asset Management, LLC$273M AUM0.49%$2M134.2KQ3 2025OLDER
SeaBridge Investment Advisors LLC$591M AUM0.30%$2M131.3KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$2M131.1KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$2M148.5KQ4 2025OLDER
Black Swift Group, LLC$571M AUM0.31%$2M130.1KQ3 2025OLDER
Massar Capital Management, LP$934M AUM0.22%$2M125.4KQ3 2025OLDER
One Capital Management, LLC$3.6B AUM0.04%$2M120.3KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M119.2KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M113.8KQ1 2026
BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM0.01%$2M131.2KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M111.0KQ1 2026
Greenwich Wealth Management LLC$2.4B AUM0.06%$1M108.1KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$1M108.0KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M106.4KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1M105.7KQ1 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$1M105.0KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$1M104.4KQ3 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$1M101.0KQ1 2026
Lisanti Capital Growth, LLC$397M AUM0.37%$1M197.7KQ2 2025OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.06%$1M100.0KQ3 2025OLDER
Ninepoint Partners LP$904M AUM0.15%$1M112.6KQ4 2025OLDER
SPWM Advisors LLC$115M AUM1.22%$1M110.0KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M93.5KQ1 2026
Financial Security Advisor, Inc.$544M AUM0.23%$1M92.3KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M91.5KQ1 2026
Ancora Advisors LLC$4.7B AUM0.03%$1M87.7KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1M86.5KQ1 2026
Ghisallo Capital Management LLC$3.6B AUM0.05%$1M100.0KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$1M86.4KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$1M99.3KQ4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1M85.7KQ1 2026
GARNET EQUITY CAPITAL HOLDINGS, INC.$642M AUM0.18%$1M85.0KQ1 2026
Riverwater Partners LLC$300M AUM0.44%$1M97.4KQ4 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$1M84.8KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M97.9KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M83.1KQ1 2026
Jump Financial, LLC$7.5B AUM0.01%$1M82.1KQ1 2026
MFG WEALTH MANAGEMENT, INC.$140M AUM0.93%$1M161.9KQ2 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M79.8KQ1 2026
Baader Bank Aktiengesellschaft$1.3B AUM0.07%$1M84.3KQ3 2025OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$1M78.3KQ3 2025OLDER
TANAKA CAPITAL MANAGEMENT INC$60M AUM1.73%$1M77.1KQ1 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.02%$1M76.8KQ1 2026
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.07%$1M75.0KQ1 2026
Altshuler Shaham Ltd$5.5B AUM0.02%$987,17473.1KQ1 2026
Amundi$367.1B AUM0.00%$956,15170.8KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.22%$955,00081.8KQ4 2025OLDER
PINEBRIDGE INVESTMENTS LLC$11.9B AUM0.01%$947,99770.2KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$934,47269.2KQ1 2026
SIG BROKERAGE, LP$3.8B AUM0.03%$933,80070.0KQ3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$932,28369.1KQ1 2026
Themes Management Co LLC$162M AUM0.57%$921,96968.3KQ1 2026
Quantessence Capital LLC$21M AUM0.29%$908,52168.1KQ3 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.02%$904,03277.4KQ4 2025OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.02%$894,30866.2KQ1 2026
Brooklyn Investment Group$3.2B AUM0.03%$891,87866.1KQ1 2026
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.10%$876,00075.0KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$847,84062.8KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$846,49362.7KQ1 2026
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$835,71657.8KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$835,42162.1KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.01%$828,23961.4KQ1 2026
Kercheville Advisors, LLC$313M AUM0.26%$817,42560.5KQ1 2026
Acasta Partners UK LLP$189M AUM0.31%$810,00060.0KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$807,70059.8KQ1 2026
NAVELLIER & ASSOCIATES INC$960M AUM0.08%$788,23858.4KQ1 2026
ALLSTATE CORP$9.4B AUM0.01%$786,83458.3KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.08%$781,73758.6KQ3 2025OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.55%$747,09055.3KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$743,76955.1KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$736,11454.5KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$728,00053.9KQ1 2026
Kaizen Financial Strategies$236M AUM0.31%$727,84748.0KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$701,68052.0KQ1 2026
Virtu Financial LLC$2.4B AUM0.03%$698,00059.8KQ4 2025OLDER
Cambria Investment Management, L.P.$1.8B AUM0.04%$691,87551.3KQ1 2026
Anson Funds Management LP$2.3B AUM0.10%$680,000100.0KQ2 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$667,41349.4KQ1 2026
Freedom Investment Management, Inc.$337M AUM0.05%$654,21996.2KQ2 2025OLDER
Quantitative Investment Management, LLC$963M AUM0.07%$637,00047.2KQ1 2026
Orion Resource Partners LP$219M AUM0.23%$636,10547.7KQ3 2025OLDER
XPONANCE LLC$14.1B AUM0.00%$635,45947.1KQ1 2026
Entropy Technologies, LP$2.2B AUM0.05%$624,31246.8KQ3 2025OLDER
STRS OHIO$25.2B AUM0.00%$623,70046.2KQ1 2026
FORA Capital, LLC$1.4B AUM0.08%$622,89453.3KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.05%$607,50045.0KQ1 2026
SIH Partners, LLLP$7.6B AUM0.01%$596,77851.1KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$589,23443.6KQ1 2026
EAGLE GLOBAL ADVISORS LLC$2.8B AUM0.02%$585,90043.4KQ1 2026
Deuterium Capital Management, LLC$86M AUM0.66%$564,77341.8KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$563,72448.3KQ4 2025OLDER
Knights of Columbus Asset Advisors LLC$1.8B AUM0.03%$558,63041.4KQ1 2026
Harbour Capital Advisors, LLC$525M AUM0.11%$552,25942.1KQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$550,27340.8KQ1 2026
EMERALD ADVISERS, LLC$3.2B AUM0.02%$548,12741.1KQ3 2025OLDER
Legato Capital Management LLC$1.1B AUM0.05%$544,22540.3KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$534,26339.6KQ1 2026
Palo Duro Investment Partners, LP$515M AUM0.10%$527,86439.1KQ1 2026
SANDLER CAPITAL MANAGEMENT$193M AUM0.27%$526,60839.0KQ1 2026
Empowered Funds, LLC$15.7B AUM0.00%$510,36837.8KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.02%$507,91137.6KQ1 2026
Lombard Odier Asset Management (Europe) Ltd$1.8B AUM0.03%$502,98537.7KQ3 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$496,00436.7KQ1 2026
Disciplined Investors, L.L.C.$168M AUM0.32%$490,56042.0KQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$489,70932.3KQ1 2026
CIBC Bancorp USA Inc.$74.4B AUM0.00%$482,01835.7KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$466,68234.6KQ1 2026
Vanguard Capital Wealth Advisors$108M AUM0.43%$465,75034.5KQ1 2026
Vontobel Holding Ltd.$29.1B AUM0.00%$465,45334.5KQ1 2026
Magnetar Financial LLC$9.8B AUM0.00%$448,53833.2KQ1 2026
Spire Wealth Management$3.3B AUM0.02%$448,20033.2KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.00%$446,09033.4KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$440,22232.6KQ1 2026
Composition Wealth, LLC$7.3B AUM0.01%$439,19632.5KQ1 2026
Lombard Odier Asset Management (USA) Corp$957M AUM0.04%$438,22237.5KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$437,50832.4KQ1 2026
MMCAP International Inc. SPC$1.2B AUM0.04%$436,52332.3KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$429,63831.8KQ1 2026
REX Advisers, LLC$33M AUM1.75%$414,120170.0KQ4 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$411,75030.5KQ1 2026
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.09%$411,62735.2KQ4 2025OLDER
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.00%$408,00030.3KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$406,51230.1KQ1 2026
Quantbot Technologies LP$2.4B AUM0.02%$395,55029.3KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.01%$392,33729.1KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$390,63628.9KQ1 2026
CAISSE DES DEPOTS ET CONSIGNATIONS$6.1B AUM0.01%$388,41828.8KQ1 2026
Clear Creek Financial Management, LLC$1.3B AUM0.03%$387,30228.7KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$384,65828.6KQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$376,09632.2KQ4 2025OLDER
Balboa Wealth Partners$596M AUM0.06%$375,57027.8KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$369,01831.6KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$358,90426.6KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$357,44226.6KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$356,51226.7KQ3 2025OLDER
Independent Wealth Network Inc.$337M AUM0.11%$356,25226.4KQ1 2026
Sigma Planning Corp$3.6B AUM0.01%$337,82725.0KQ1 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM0.22%$337,50025.0KQ1 2026
Alpine Global Management, LLC$668M AUM0.07%$333,50025.0KQ3 2025OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$333,27524.7KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$332,10024.6KQ1 2026
Ascent Wealth Partners, LLC$860M AUM0.04%$330,91224.5KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.01%$328,72524.4KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$324,00024.0KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$322,23323.9KQ1 2026
Blackstone Inc.$25.6B AUM0.00%$320,26123.7KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.01%$319,82623.7KQ1 2026
Abel Hall, LLC$469M AUM0.07%$318,92423.6KQ1 2026
Callan Family Office, LLC$4.4B AUM0.01%$315,86423.4KQ1 2026
TRIGLAV INVESTMENTS, D.O.O.$1.4B AUM0.02%$314,87423.3KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$314,09926.7KQ4 2025OLDER
FourThought Financial Partners, LLC$1.2B AUM0.03%$311,72923.4KQ3 2025OLDER
Harel Insurance Investments & Financial Services Ltd.$14.7B AUM0.00%$309,00022.9KQ1 2026
Round Rock Advisors LLC$654M AUM0.05%$306,92322.7KQ1 2026
&PARTNERS$20.2B AUM0.00%$305,68122.6KQ1 2026
Catalyst Funds Management Pty Ltd$591M AUM0.04%$293,48022.0KQ3 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.04%$292,18121.6KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$288,81221.3KQ1 2026
Rossby Financial, LCC$489M AUM0.06%$288,74521.5KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$285,21521.1KQ1 2026
FIDUCIARY TRUST CO$8.5B AUM0.00%$282,82520.9KQ1 2026
Clear Street Group Inc.$24.6B AUM0.00%$282,31220.9KQ1 2026
ALPINE WOODS CAPITAL INVESTORS, LLC$417M AUM0.07%$281,19220.8KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.01%$279,54923.9KQ4 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$277,87120.6KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$276,68823.7KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$276,22420.5KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$274,29720.6KQ3 2025OLDER
Coppell Advisory Solutions LLC$170M AUM0.03%$273,06423.2KQ4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$272,93521.1KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$271,30120.1KQ1 2026
TMB Capital Partners, LLC$297M AUM0.09%$270,00020.0KQ1 2026
CIBC Asset Management Inc$40.9B AUM0.00%$268,40719.9KQ1 2026
AlphaQuest LLC$0 AUM0.01%$265,49822.7KQ4 2025OLDER
Summit X, LLC$0 AUM0.05%$264,54438.9KQ2 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$263,84419.5KQ1 2026
VARCOV Co.$268M AUM0.10%$260,92022.3KQ4 2025OLDER
Scientech Research LLC$120M AUM0.21%$253,77318.8KQ1 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.13%$252,30017.4KQ1 2026
State of Wyoming$844M AUM0.03%$251,79318.9KQ3 2025OLDER
Fort Sheridan Advisors LLC$828M AUM0.03%$249,29118.5KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$244,59318.1KQ1 2026
MGO ONE SEVEN LLC$5.0B AUM0.00%$243,02718.0KQ1 2026
Fulcrum Asset Management LLP$662M AUM0.04%$242,95119.4KQ1 2026
BAILARD, INC.$4.4B AUM0.01%$241,86617.9KQ1 2026
New Harbor Financial Group, LLC$567M AUM0.04%$240,63817.8KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$237,91117.6KQ1 2026
Csenge Advisory Group$2.2B AUM0.01%$236,93917.6KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.00%$226,55716.8KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$225,47716.7KQ1 2026
Pilgrim Partners Asia Pte Ltd$246M AUM0.09%$224,10016.6KQ1 2026
Foster Group, Inc.$3.8B AUM0.01%$222,07219.0KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$218,70016.2KQ1 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$215,42016.0KQ1 2026
SCP Investment, LP$90M AUM0.24%$213,30015.8KQ1 2026
Heritage Family Offices, LLP$225M AUM0.09%$213,09815.8KQ1 2026
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$213,00315.8KQ1 2026
KBC Group NV$39.9B AUM0.00%$210,00015.6KQ1 2026
Aberdeen Group plc$61.9B AUM0.00%$209,61515.5KQ1 2026
Main Street Financial Solutions, LLC$1.3B AUM0.01%$208,14515.6KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$206,46915.3KQ1 2026
AE Wealth Management LLC$18.5B AUM0.00%$204,35715.1KQ1 2026
Financial Sense Advisors, Inc.$493M AUM0.05%$204,00030.0KQ2 2025OLDER
AMALGAMATED BANK$13.1B AUM0.00%$203,00015.0KQ1 2026
J. Team Financial, Inc.$89M AUM0.23%$201,87915.0KQ1 2026
Ausbil Investment Management Ltd$201M AUM0.10%$201,45015.0KQ1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$197,88314.7KQ1 2026
Mariner, LLC$85.7B AUM0.00%$194,95216.7KQ4 2025OLDER
FLOW TRADERS U.S. LLC$3.2B AUM0.01%$194,00014.5KQ3 2025OLDER
CacheTech Inc.$519M AUM0.04%$193,83316.4KQ4 2025OLDER
Adams Wealth Management$455M AUM0.04%$193,83316.4KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$192,99014.3KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$191,55216.4KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$188,09414.1KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$186,71616.0KQ4 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.05%$184,23027.1KQ2 2025OLDER
Krilogy Financial LLC$3.1B AUM0.01%$183,14812.1KQ1 2026
Perigon Wealth Management, LLC$5.5B AUM0.00%$180,90013.4KQ1 2026
Wealthfront Advisers LLC$45.6B AUM0.00%$179,32013.3KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$177,30913.1KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$177,18813.1KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$175,68913.0KQ1 2026
Suncoast Equity Management$833M AUM0.02%$175,50013.0KQ1 2026
Strategic Financial Concepts, LLC$405M AUM0.04%$174,70525.1KQ1 2026
Advisory Alpha, LLC$3.7B AUM0.00%$171,01812.7KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$171,00412.7KQ1 2026
Forum Financial Management, LP$7.1B AUM0.00%$170,02614.6KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$168,03524.7KQ2 2025OLDER
Nebula Research & Development LLC$0 AUM0.01%$167,57224.6KQ2 2025OLDER
Commonwealth Financial Services, LLC$632M AUM0.03%$161,66312.0KQ1 2026
Lifeworks Advisors, LLC$779M AUM0.02%$159,48312.0KQ3 2025OLDER
nVerses Capital, LLC$110M AUM0.14%$156,20811.6KQ1 2026
Blackhawk Capital Partners, LLC$273M AUM0.06%$155,25011.5KQ1 2026
Blueshift Asset Management, LLC$330M AUM0.04%$154,84213.3KQ4 2025OLDER
AXQ CAPITAL, LP$777M AUM0.02%$154,23811.4KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$152,40013.0KQ4 2025OLDER
Powell Investment Advisors, LLC$290M AUM0.05%$151,79411.2KQ1 2026
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.01%$146,46210.8KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$144,35313.1KQ4 2025OLDER
Pettinga Financial Advisors LLC$624M AUM0.03%$143,58610.6KQ1 2026
Moors & Cabot, Inc.$2.3B AUM0.01%$143,24910.6KQ1 2026
Apollon Wealth Management, LLC$6.2B AUM0.00%$143,20121.1KQ2 2025OLDER
Jain Global LLC$24.2B AUM0.00%$141,23710.5KQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$140,00010.3KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$139,11910.3KQ1 2026
Generali Investments, Management Co LLC$430M AUM0.03%$138,95820.5KQ2 2025OLDER
MQS Management LLC$148M AUM0.08%$136,52420.1KQ2 2025OLDER
LeConte Wealth Management, LLC$155M AUM0.09%$135,94510.1KQ1 2026
Semus Wealth Partners LLC$179M AUM0.08%$135,00010.0KQ1 2026
Apexium Financial, LP$2.1B AUM0.01%$133,40010.0KQ3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$132,65011.4KQ4 2025OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$128,58511.0KQ1 2026
Saxony Capital Management, LLC$172M AUM0.08%$126,58810.8KQ4 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$123,48110.6KQ4 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$122,06017.9KQ2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$121,0969.0KQ1 2026
WEDBUSH SECURITIES INC$3.4B AUM0.00%$121,00017.8KQ2 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$119,42817.6KQ2 2025OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.00%$119,2458.8KQ1 2026
HOURGLASS CAPITAL, LLC$480M AUM0.03%$116,80010.0KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.00%$116,80010.0KQ4 2025OLDER
Total Wealth Planning, LLC$47M AUM0.25%$116,80010.0KQ4 2025OLDER
SHELTON WEALTH MANAGEMENT, LLC$229M AUM0.05%$109,22216.1KQ2 2025OLDER
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$107,0009.2KQ4 2025OLDER
Banque Transatlantique SA$4.2B AUM0.00%$105,9627.8KQ1 2026
DekaBank Deutsche Girozentrale$60.6B AUM0.00%$103,00013.9KQ4 2025OLDER
NFSG Corp$608M AUM0.02%$102,9387.6KQ1 2026
Gainplan LLC$254M AUM0.05%$101,72115.0KQ2 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$101,05114.9KQ2 2025OLDER
Manchester Capital Management LLC$694M AUM0.01%$100,9847.6KQ3 2025OLDER
Phoenix Financial Ltd.$10.5B AUM0.00%$98,62314.6KQ2 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$96,35614.2KQ2 2025OLDER
Ascentis Wealth Management, LLC$508M AUM0.02%$95,1108.1KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$93,4408.0KQ4 2025OLDER
Accredited Investors Inc.$1.9B AUM0.01%$90,44013.3KQ2 2025OLDER
Sender Co & Partners, Inc.$165M AUM0.03%$88,35213.0KQ2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$86,5026.4KQ1 2026
Brookwood Investment Group LLC$810M AUM0.01%$84,64612.4KQ2 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$83,6466.7KQ1 2026
CVA Family Office, LLC$950M AUM0.01%$81,7976.1KQ1 2026
N.E.W. Advisory Services LLC$1.3B AUM0.01%$78,3005.8KQ1 2026
GAMMA Investing LLC$2.7B AUM0.00%$78,2605.8KQ1 2026
Clarius Group, LLC$1.8B AUM0.00%$77,22811.4KQ2 2025OLDER
Cornerstone National Bank & Trust Co$271M AUM0.03%$76,5515.7KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$71,8345.3KQ1 2026
Integrated Advisors Network LLC$1.9B AUM0.00%$71,40010.5KQ2 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$70,81410.6KQ4 2025OLDER
EASTERN BANK$6.5B AUM0.00%$70,7275.2KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$69,1075.1KQ1 2026
Andrew Hill Investment Advisors, Inc.$112M AUM0.05%$68,00010.0KQ2 2025OLDER
OARSMAN CAPITAL, INC.$806M AUM0.01%$68,00010.0KQ2 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$65,8134.9KQ1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.01%$62,0844.7KQ3 2025OLDER
Sachetta, LLC$184M AUM0.02%$60,0304.5KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$58,9824.4KQ1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$58,4554.3KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$56,9834.3KQ1 2026
Founders Capital Management$205M AUM0.03%$56,9034.2KQ1 2026
Intesa Sanpaolo Wealth Management$410M AUM0.01%$56,0254.2KQ1 2026
Operose Advisors LLC$431M AUM0.01%$54,0004.0KQ1 2026
EFG International AG$4.7B AUM0.00%$53,9604.0KQ1 2026
Longview Financial Advisors, Inc.$171M AUM0.03%$51,7193.8KQ1 2026
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$50,0043.7KQ1 2026
Kemnay Advisory Services Inc.$622M AUM0.01%$46,7243.5KQ1 2026
HAP TRADING, LLC$1.4B AUM0.00%$46,34615.3KQ3 2025OLDER
PenderFund Capital Management Ltd.$639M AUM0.01%$44,5503.3KQ1 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$44,4403.3KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$41,7693.1KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$41,5523.1KQ1 2026
Strategic Advocates LLC$23M AUM0.18%$40,5003.0KQ1 2026
Optiver Holding B.V.$289.5B AUM0.00%$36,3133.1KQ4 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$35,1532.8KQ1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$33,3502.5KQ3 2025OLDER
Stone House Investment Management, LLC$558M AUM0.00%$27,3042.0KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$26,4872.0KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$25,2861.9KQ1 2026
Forum Finance Group S.A.$184M AUM0.01%$24,0002.3KQ1 2026
Kings Path Partners LLC$248M AUM0.01%$23,6233.5KQ2 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$22,7641.7KQ1 2026
GoalVest Advisory LLC$539M AUM0.00%$21,1951.6KQ1 2026
Key FInancial Inc$562M AUM0.00%$20,2501.5KQ1 2026
Ascentis Independent Advisors$1.3B AUM0.00%$19,8581.5KQ1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$19,6161.5KQ1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$18,9031.4KQ3 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$18,0361.3KQ1 2026
Dunhill Financial, LLC$424M AUM0.00%$17,6101.3KQ1 2026
Vision Retirement, LLC$373M AUM0.00%$17,1931.5KQ1 2026
Rosenberg Matthew Hamilton$488M AUM0.00%$16,8751.3KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$16,0791.2KQ1 2026
IFC & Insurance Marketing, Inc.$114M AUM0.02%$16,0001.4KQ4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$15,7101.4KQ4 2025OLDER
Uniplan Investment Counsel, Inc.$974M AUM0.00%$15,2852.2KQ2 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$15,0801.1KQ1 2026
Headlands Technologies LLC$878M AUM0.00%$14,1922.1KQ2 2025OLDER
Bear Mountain Capital, Inc.$333M AUM0.00%$13,617900Q1 2026
American Capital Advisory, LLC$248M AUM0.01%$13,5001.0KQ1 2026
ADIRONDACK TRUST CO$336M AUM0.00%$13,5001.0KQ1 2026
Bogart Wealth, LLC$2.6B AUM0.00%$13,095970Q1 2026
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$11,880880Q1 2026
Groupe la Francaise$7.3B AUM0.00%$11,556980Q3 2025OLDER
Avalon Trust Co$1.5B AUM0.00%$10,125750Q1 2026
Kestra Investment Management, LLC$5.8B AUM0.00%$7,6861.3KQ2 2025OLDER
HM PAYSON & CO$6.9B AUM0.00%$7,169531Q1 2026
CHELSEA COUNSEL CO$225M AUM0.00%$7,020520Q1 2026
Covestor Ltd$144M AUM0.00%$7,000541Q1 2026
DANSKE BANK A/S$41.5B AUM0.00%$6,750500Q1 2026
Medallion Wealth Advisors, LLC$306M AUM0.00%$6,750500Q1 2026
ORG Partners LLC$568M AUM0.00%$6,657570Q4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$6,254920Q2 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$6,073893Q1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$5,967442Q1 2026
Tradewinds Capital Management, LLC$504M AUM0.00%$5,940440Q1 2026

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