SEC 13F Intelligence

USFDUS FOODS HLDG CORP

CUSIP 912008109 · Yahoo Finance ↗ · Google Finance ↗

US Foods Hldg Corp (USFD) has 673 institutional holders in Filings Flow’s 13F database, together reporting 231.54M shares worth $19.9B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Boston Partners.

Institutional Holders
673
Q1 2026
Reported Value
$19.9B
Ticker
USFD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 257Q4 ’18Q1 ’19: 262Q2 ’19: 255Q2 ’19Q3 ’19: 290Q2 ’21: 271Q2 ’21Q4 ’21: 283Q4 ’22: 293Q4 ’22Q4 ’25: 637Q1 ’26: 673Q1 ’26Q2 ’26: 49filingsflow.com
Total reported value
Q4 ’18: $22.8BQ4 ’18Q1 ’19: $22.9BQ2 ’19: $28.5BQ2 ’19Q3 ’19: $37.4BQ2 ’21: $46.1BQ2 ’21Q4 ’21: $35.3BQ4 ’22: $4.0BQ4 ’22Q4 ’25: $16.6BQ1 ’26: $19.9BQ1 ’26Q2 ’26: $98Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Pertento Partners LLP$1.4B AUM12.50%$171M1.85MQ1 2026OLDER
CLEARFIELD CAPITAL MANAGEMENT LP$188M AUM11.40%$21M232.2KQ1 2026OLDER
Atalan Capital Partners, LP$1.1B AUM8.93%$97M1.05MQ1 2026OLDER
Tensile Capital Management LP$698M AUM7.14%$50M541.0KQ1 2026OLDER
Avantyr Capital Partners, LP$2.1B AUM7.09%$148M1.60MQ1 2026OLDER
Dorsal Capital Management, LP$2.6B AUM5.16%$193M2.52MQ3 2025OLDER
Ararat Capital Management LP$178M AUM5.14%$9M99.0KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM4.89%$32M817.2KQ4 2025OLDER
Chescapmanager LLC$1.1B AUM4.36%$49M528.5KQ1 2026OLDER
South Street Advisors LLC$690M AUM3.60%$25M269.5KQ1 2026OLDER
D1 Capital Partners L.P.$11.2B AUM3.52%$395M4.28MQ1 2026OLDER
LONE PINE CAPITAL LLC$12.5B AUM2.79%$350M3.80MQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM2.68%$21M126.3KQ1 2026OLDER
Tradewinds, LLC.$310M AUM2.27%$7M75.7KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM2.18%$231M2.97MQ3 2025OLDER
Clarkston Capital Partners, LLC$1.3B AUM2.04%$27M289.6KQ1 2026OLDER
MAKENA CAPITAL MANAGEMENT LLC$866M AUM2.02%$17M223.4KQ4 2025OLDER
Robbins Farley$226M AUM1.85%$4M45.4KQ1 2026OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM1.74%$10M96.1KQ2 2026
COOKSON PEIRCE & CO INC$2.4B AUM1.69%$40M433.4KQ1 2026OLDER
OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM1.68%$33M354.1KQ1 2026OLDER
Boston Partners$95.5B AUM1.58%$1.5B16.39MQ1 2026OLDER
Avalon Trust Co$1.5B AUM1.51%$22M237.3KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM1.18%$37M406.3KQ1 2026OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM1.15%$70M930.0KQ4 2025OLDER
COMMUNITY TRUST & INVESTMENT CO$1.9B AUM1.03%$20M194.6KQ2 2026
Longbow Finance SA$552M AUM1.02%$10M134.9KQ3 2025OLDER
KR Capital LP$499M AUM1.00%$5M54.0KQ1 2026OLDER
Strategic Global Advisors, LLC$625M AUM0.95%$6M64.6KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.94%$1M18.9KQ3 2025OLDER
SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM0.93%$37M396.0KQ1 2026OLDER
GLENVIEW CAPITAL MANAGEMENT, LLC$4.0B AUM0.89%$35M384.0KQ1 2026OLDER
Oliver Luxxe Assets LLC$680M AUM0.87%$6M57.8KQ2 2026
Dean Capital Management$241M AUM0.86%$2M22.4KQ1 2026OLDER
Distillate Capital Partners LLC$1.9B AUM0.83%$16M213.5KQ4 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.82%$114M1.23MQ1 2026OLDER
KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM0.76%$6M85.0KQ4 2025OLDER
CORBYN INVESTMENT MANAGEMENT INC/MD$300M AUM0.76%$2M24.6KQ1 2026OLDER
Reliant Investment Partners, LLC$121M AUM0.74%$894,8989.7KQ1 2026OLDER
Savoir Faire Capital Management, L.P.$166M AUM0.69%$1M12.5KQ1 2026OLDER
Aurora Investment Counsel$180M AUM0.63%$1M15.9KQ4 2025OLDER
PARADIGM ASSET MANAGEMENT CO LLC$426M AUM0.60%$3M27.7KQ1 2026OLDER
AFFINITY INVESTMENT ADVISORS, LLC$160M AUM0.59%$950,31610.3KQ1 2026OLDER
DEAN INVESTMENT ASSOCIATES, LLC$710M AUM0.58%$4M44.5KQ1 2026OLDER
COZAD ASSET MANAGEMENT INC$1.3B AUM0.55%$7M76.2KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.51%$3M30.0KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM0.46%$2M26.9KQ1 2026OLDER
WRIGHT INVESTORS SERVICE INC$318M AUM0.45%$1M15.5KQ1 2026OLDER
Strategic Planning, Inc.$199M AUM0.45%$895,6369.7KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.45%$278M3.02MQ1 2026OLDER
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM0.43%$13M135.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.42%$1M13.7KQ1 2026OLDER
Sovereign's Capital Management, LLC$136M AUM0.42%$564,3256.1KQ1 2026OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.42%$2M26.6KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.38%$24M316.3KQ4 2025OLDER
Bridgefront Capital, LLC$402M AUM0.36%$1M16.1KQ3 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.36%$523,1765.67MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.36%$560M6.08MQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.34%$70M761.8KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.33%$1M12.5KQ1 2026OLDER
Triangle Securities Wealth Management$504M AUM0.32%$2M15.8KQ2 2026
Optimize Financial Inc$203M AUM0.32%$649,2517.0KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.31%$5M58.4KQ1 2026OLDER
Sciencast Management LP$785M AUM0.31%$2M21.6KQ3 2025OLDER
Keebeck Wealth Management$889M AUM0.31%$3M29.8KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.29%$364M3.95MQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.28%$27M291.2KQ1 2026OLDER
HMS Capital Management, LLC$259M AUM0.28%$732,4247.9KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.28%$58M626.6KQ1 2026OLDER
Unisphere Establishment$11.9B AUM0.27%$33M353.0KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.27%$1.5B15.75MQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.27%$9M95.5KQ1 2026OLDER
SIRIOS CAPITAL MANAGEMENT L P$825M AUM0.26%$2M23.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.26%$74M985.3KQ4 2025OLDER
B. Metzler seel. Sohn & Co. AG$10.8B AUM0.26%$28M301.9KQ1 2026OLDER
First American Bank$1.6B AUM0.26%$4M44.7KQ1 2026OLDER
EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM0.25%$2M19.6KQ2 2026
Mount Lucas Management LP$271M AUM0.24%$651,3717.1KQ1 2026OLDER
MorganRosel Wealth Management, LLC$254M AUM0.23%$590,4216.4KQ1 2026OLDER
Dorsey Wright & Associates$807M AUM0.23%$2M20.1KQ1 2026OLDER
HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM0.22%$6M60.0KQ2 2026
WINTON GROUP Ltd$2.9B AUM0.22%$6M84.2KQ4 2025OLDER
PARNASSUS INVESTMENTS, LLC$34.1B AUM0.22%$75M810.1KQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.21%$6M68.9KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.21%$12M130.4KQ1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.21%$60M652.2KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.21%$641,9019.8KQ1 2026OLDER
Kaufman Rossin Wealth, LLC$174M AUM0.20%$354,0943.8KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.20%$38M411.9KQ1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.20%$17M225.7KQ1 2026OLDER
NDVR, Inc.$121M AUM0.20%$240,0453.2KQ4 2025OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.19%$15M164.8KQ1 2026OLDER
Legacy Capital Group California, Inc.$263M AUM0.19%$504,2045.5KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.19%$653,4927.1KQ1 2026OLDER
Kesler, Norman & Wride, LLC$581M AUM0.19%$1M12.0KQ1 2026OLDER
Sessa Capital IM, L.P.$5.5B AUM0.19%$10M110.7KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.19%$1M15.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.18%$21M232.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.18%$6M66.9KQ1 2026OLDER
Scientech Research LLC$120M AUM0.17%$481,6336.3KQ3 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.16%$11M119.8KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.16%$16M206.8KQ4 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.16%$1M13.1KQ3 2025OLDER
BIRCH FINANCIAL GROUP, LLC$171M AUM0.15%$260,9352.8KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.15%$3M41.3KQ4 2025OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.15%$481,5216.4KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.15%$15M164.3KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.15%$15M190.3KQ3 2025OLDER
Lindenwold Advisors, INC$212M AUM0.15%$313,3764.1KQ4 2025OLDER
ARQ WEALTH ADVISORS, LLC$555M AUM0.14%$803,6118.7KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.14%$4M50.0KQ3 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.14%$6M67.5KQ1 2026OLDER
Chico Wealth RIA$164M AUM0.14%$235,3202.6KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.14%$43M465.1KQ1 2026OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.14%$19M210.6KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.14%$84M914.5KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.14%$5M57.1KQ1 2026OLDER
Havemeyer Place LP$867M AUM0.13%$683,0779.1KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.13%$43M469.3KQ1 2026OLDER
Tower Wealth Partners, Inc.$181M AUM0.13%$239,3772.6KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.13%$449,4346.0KQ4 2025OLDER
Murphy, Middleton, Hinkle & Parker, Inc.$216M AUM0.13%$267,4133.3KQ4 2025OLDER
XXI WEALTH, LLC$177M AUM0.13%$227,6662.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.13%$5M64.9KQ4 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.12%$2M23.3KQ4 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.12%$17M184.3KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.12%$1M13.8KQ1 2026OLDER
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.12%$358M3.83MQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.12%$487,4225.3KQ1 2026OLDER
R Squared Ltd$182M AUM0.12%$271,3883.5KQ3 2025OLDER
Impax Asset Management Group plc$14.3B AUM0.12%$17M180.0KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.12%$4M40.6KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.11%$1M13.2KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.11%$471,2855.1KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.11%$451,8294.9KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.11%$4M51.8KQ3 2025OLDER
Nilsine Partners, LLC$1.3B AUM0.11%$1M15.2KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.11%$3M36.8KQ1 2026OLDER
KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM0.10%$595,0316.5KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.10%$671,8548.9KQ4 2025OLDER
Louisiana State Employees Retirement System$5.7B AUM0.10%$6M63.9KQ1 2026OLDER
AlphaCentric Advisors LLC$100M AUM0.10%$102,8141.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.10%$61M660.0KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.10%$1M13.4KQ3 2025OLDER
Oxinas Partners, LLC$254M AUM0.10%$252,3532.5KQ2 2026
Suncoast Equity Management$833M AUM0.10%$822,9748.9KQ1 2026OLDER
Capital World Investors$732.9B AUM0.10%$717M7.78MQ1 2026OLDER
Revolve Wealth Partners, LLC$965M AUM0.10%$926,6929.1KQ2 2026
Requisite Capital Management, LLC$537M AUM0.09%$557,5647.3KQ3 2025OLDER
Kera Capital Partners, Inc.$815M AUM0.09%$759,4428.2KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.09%$250M2.71MQ1 2026OLDER
United Asset Strategies, Inc.$1.3B AUM0.09%$1M12.5KQ1 2026OLDER
TWIN CAPITAL MANAGEMENT INC$776M AUM0.09%$735,6509.8KQ4 2025OLDER
SEEDS INVESTOR LLC$735M AUM0.09%$667,7607.2KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.09%$1M17.3KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.09%$8M84.5KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.09%$6M60.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.09%$4M47.0KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.09%$564M6.12MQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.08%$110M1.20MQ1 2026OLDER
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM0.08%$575,7596.2KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.08%$1M14.3KQ3 2025OLDER
Ellevest, Inc.$719M AUM0.08%$597,1526.5KQ1 2026OLDER
Davis Investment Partners, LLC$283M AUM0.08%$227,5742.5KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.08%$734,4538.0KQ1 2026OLDER
Bull Harbor Capital LLC$373M AUM0.08%$286,9583.1KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.08%$3M29.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.08%$9M96.2KQ1 2026OLDER
Revisor Wealth Management LLC$362M AUM0.07%$215,4232.9KQ3 2025OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.07%$115M1.24MQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.07%$6M68.4KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.07%$9M96.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.07%$157M1.72MQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.07%$620,2398.1KQ3 2025OLDER
ONTARIO TEACHERS PENSION PLAN BOARD$3.5B AUM0.07%$3M41.6KQ4 2025OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.07%$5M49.4KQ1 2026OLDER
STRS OHIO$25.2B AUM0.07%$17M186.4KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$712,6917.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.07%$1.3B13.78MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.07%$316M3.42MQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.06%$200M2.65MQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.06%$963,04110.4KQ1 2026OLDER
NFSG Corp$608M AUM0.06%$390,6944.2KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.06%$3M29.9KQ1 2026OLDER
First Bank & Trust$680M AUM0.06%$436,0964.3KQ2 2026
CIBC Private Wealth Group LLC$59.2B AUM0.06%$37M496.2KQ4 2025OLDER
JAG CAPITAL MANAGEMENT, LLC$889M AUM0.06%$550,9556.0KQ1 2026OLDER
CAMDEN NATIONAL BANK$739M AUM0.06%$457,4545.0KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.06%$4M40.4KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.06%$327,8993.6KQ1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.06%$25M270.0KQ1 2026OLDER
Hook Mill Capital Partners, LP$1.1B AUM0.06%$674,8857.3KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.06%$1M16.2KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.06%$3M34.5KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$201,8482.2KQ1 2026OLDER
Numerai GP LLC$997M AUM0.06%$586,1796.4KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.06%$394,2105.1KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.06%$1M17.4KQ4 2025OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.06%$36M389.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.06%$43M462.3KQ1 2026OLDER
Cornerstone Investment Partners, LLC$2.4B AUM0.06%$1M14.7KQ1 2026OLDER
Optas, LLC$661M AUM0.06%$369,9464.0KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.06%$65M703.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.06%$2M20.1KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.06%$4M45.3KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.06%$3M34.1KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.05%$441,0404.8KQ1 2026OLDER
Sivia Capital Partners, LLC$516M AUM0.05%$282,9923.1KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.05%$478,4775.2KQ1 2026OLDER
Cordatus Wealth Management LLC$420M AUM0.05%$235,5663.1KQ4 2025OLDER
Polymer Capital Management (US) LLC$988M AUM0.05%$529,3785.7KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.05%$47M513.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.05%$2M26.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.05%$2M17.1KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.05%$18M198.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.05%$10M112.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.05%$94M1.02MQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.05%$10M108.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.05%$941M10.20MQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM0.05%$724,7717.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.05%$409,8814.45MQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.05%$670,4597.3KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.05%$1M13.5KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.05%$27M296.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.05%$55M591.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.05%$518,2035.1KQ2 2026
Sowell Financial Services LLC$2.7B AUM0.05%$1M13.6KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.05%$30M396.2KQ4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.04%$2M21.0KQ1 2026OLDER
Friedenthal Financial$217M AUM0.04%$87,0411.1KQ3 2025OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.04%$4M46.3KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.04%$41M449.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.04%$188M2.04MQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.04%$2M27.0KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.04%$2M22.4KQ4 2025OLDER
SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM0.04%$450,1694.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.04%$46M503.4KQ1 2026OLDER
Marks Group Wealth Management, Inc$1.0B AUM0.04%$443,8074.8KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.04%$127M1.38MQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.04%$1M13.4KQ2 2026
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.04%$10M138.5KQ4 2025OLDER
Claro Advisors Inc.$830M AUM0.04%$346,9873.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.04%$22M241.2KQ1 2026OLDER
Capital International Investors$426.5B AUM0.04%$172M1.86MQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.04%$102,2501.0KQ2 2026
Nemes Rush Group LLC$1.1B AUM0.04%$419,5564.5KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.04%$10M111.6KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.04%$226,2832.5KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.04%$211,2532.3KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.04%$222,9642.9KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.04%$63M682.5KQ1 2026OLDER
Dynasty Wealth Management, LLC$11.5B AUM0.04%$4M47.1KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.04%$46M505.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.04%$11M124.7KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$4M45.4KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.04%$3M28.0KQ1 2026OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.04%$203,4152.2KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.04%$17M180.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.04%$2M20.7KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.04%$2M17.3KQ1 2026OLDER
Archer Investment Corp$469M AUM0.04%$169,2051.8KQ1 2026OLDER
LVW Advisors, LLC$1.0B AUM0.04%$378,0614.1KQ1 2026OLDER
State of Wyoming$844M AUM0.04%$301,7113.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.04%$127,2501.4KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.03%$332,8783.6KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.03%$3M36.5KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$49,343644Q3 2025OLDER
Werba Rubin Papier Wealth Management$718M AUM0.03%$244,2642.6KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.03%$5M57.5KQ2 2026
UNIQUE WEALTH, LLC$723M AUM0.03%$241,2503.2KQ4 2025OLDER
Abacus Wealth Partners, LLC$1.1B AUM0.03%$368,8404.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.03%$6M61.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.03%$1.9B20.44MQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.03%$417,2684.5KQ1 2026OLDER
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.03%$611,0766.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$4M48.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.03%$126M1.37MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.03%$17M184.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$14M150.8KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.03%$200,0962.2KQ1 2026OLDER
STEPH & CO$351M AUM0.03%$110,2831.2KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.03%$1M13.7KQ4 2025OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.03%$202,8622.2KQ1 2026OLDER
TECTONIC ADVISORS LLC$1.9B AUM0.03%$577,8806.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.03%$486M5.27MQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.03%$600,8406.5KQ1 2026OLDER
Capital International Sarl$6.1B AUM0.03%$2M20.0KQ1 2026OLDER
CERTUITY, LLC$1.5B AUM0.03%$448,3594.9KQ1 2026OLDER
Wellspring Financial Advisors, LLC$1.3B AUM0.03%$391,0634.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.03%$3M31.9KQ1 2026OLDER
NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM0.03%$5M59.0KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.03%$1M15.5KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.03%$1M13.6KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.03%$115M1.24MQ1 2026OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.03%$765,3438.3KQ1 2026OLDER
UBS Group AG$666.3B AUM0.03%$184M1.99MQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.03%$1M12.3KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.03%$2M26.4KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.03%$79,762865Q1 2026OLDER
Clearbridge Investments, LLC$114.9B AUM0.03%$31M337.0KQ1 2026OLDER
INTRUST BANK NA$1.2B AUM0.03%$328,8193.6KQ1 2026OLDER
Mechanics Bank Trust Department$808M AUM0.03%$215,2362.1KQ2 2026
State of Tennessee, Department of Treasury$29.8B AUM0.03%$8M85.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.03%$709,5136.9KQ2 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.03%$7M74.0KQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.03%$51,638560Q1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.03%$5M55.3KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.03%$5M53.1KQ1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.03%$597,7976.5KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.03%$832,9339.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.03%$24M260.9KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.03%$2M18.4KQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.02%$37,007483Q1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.02%$771,1138.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$948,56410.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$134M1.45MQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M24.9KQ1 2026OLDER
Quarry LP$558M AUM0.02%$136,4711.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$6M81.2KQ4 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.02%$45M492.3KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.02%$30M322.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.02%$158M1.71MQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$5M58.4KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.02%$1M15.7KQ1 2026OLDER
Aaron Wealth Advisors LLC$2.0B AUM0.02%$472,3954.6KQ2 2026
VANGUARD GROUP INC$6.90T AUM0.02%$1.6B21.88MQ4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.02%$7M71.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.02%$114M1.24MQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.02%$293,4123.2KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.02%$469,1645.1KQ1 2026OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$17M188.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.02%$41M441.1KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.02%$14M147.4KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.02%$2M16.4KQ2 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.02%$38M408.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$75M815.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.02%$174M1.89MQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.02%$6M59.9KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.02%$913M9.90MQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.02%$345,5684.6KQ4 2025OLDER
STANCE CAPITAL LLC$206M AUM0.02%$46,105500Q1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.02%$121,2561.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.02%$1M11.1KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.02%$634M6.88MQ1 2026OLDER
Quantum Financial Advisors, LLC$1.0B AUM0.02%$221,0652.2KQ2 2026
Rosenberg Matthew Hamilton$488M AUM0.02%$105,9491.1KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$2M19.7KQ1 2026OLDER
Thomasville National Bank$1.6B AUM0.02%$347,9034.6KQ4 2025OLDER
Scarborough Advisors, LLC$914M AUM0.02%$195,8542.1KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.02%$3M32.6KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.02%$1M11.3KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.02%$2M27.0KQ1 2026OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.02%$212,5892.3KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.02%$236,7952.6KQ1 2026OLDER
Kathmere Capital Management, LLC$1.6B AUM0.02%$330,1123.6KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.02%$1M14.6KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$370,7764.0KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.02%$819,10310.7KQ3 2025OLDER
NORDEN GROUP LLC$1.0B AUM0.02%$204,1522.2KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.02%$944,69110.2KQ1 2026OLDER
WADDELL & ASSOCIATES, LLC$2.0B AUM0.02%$393,3563.8KQ2 2026
Weiss Asset Management LP$5.9B AUM0.02%$2M20.6KQ3 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.02%$5M50.8KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.02%$2M20.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.02%$5M51.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.02%$8M88.8KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.02%$3M39.1KQ4 2025OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.02%$16M178.8KQ1 2026OLDER
Clark Wealth Partners$149M AUM0.02%$25,543277Q1 2026OLDER
ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM0.02%$311,4853.4KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.02%$747,6398.1KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.02%$770,8758.4KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.02%$2M16.3KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.02%$930,95512.4KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$40M428.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.02%$4M47.8KQ1 2026OLDER
Woodbridge CO LTD$27.8B AUM0.02%$7M87.2KQ4 2025OLDER
GLOBALT Investments LLC / GA$2.8B AUM0.02%$454,5034.9KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.02%$222,6872.4KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$6M76.7KQ4 2025OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.02%$19M201.1KQ1 2026OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.02%$391,7595.1KQ3 2025OLDER
Regal Investment Advisors LLC$1.7B AUM0.02%$273,7343.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$11M120.0KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.02%$206,3012.7KQ4 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.02%$6M63.8KQ1 2026OLDER
Tredje AP-fonden$18.3B AUM0.02%$2M24.6KQ3 2025OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.02%$225,1772.4KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.01%$268,2392.9KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$5M55.7KQ1 2026OLDER
FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM0.01%$208,5792.3KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$677,7447.3KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$224,1523.0KQ4 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$31M331.0KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$2.1B AUM0.01%$301,3302.9KQ2 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M14.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.01%$5M68.8KQ3 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$370,9944.8KQ3 2025OLDER
Intentional Wealth Strategies, LLC$107M AUM0.01%$15,215165Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.01%$188,4772.0KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.01%$492,0546.4KQ3 2025OLDER
Banque Transatlantique SA$4.2B AUM0.01%$577,6036.3KQ1 2026OLDER
Mendota Financial Group, LLC$161M AUM0.01%$18,389240Q3 2025OLDER
Twin Tree Management, LP$4.7B AUM0.01%$3M42.8KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M37.2KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$4M41.4KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$228M3.02MQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$369,9474.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$12M129.4KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$593,4166.4KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$538,1617.6KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$10M133.3KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$7M75.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$196M2.16MQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$410,6484.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$46M497.8KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$2M17.9KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$5M50.6KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$1M11.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$1M13.1KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$104M1.13MQ1 2026OLDER
GC Wealth Management RIA, LLC$1.7B AUM0.01%$362,9494.7KQ3 2025OLDER
Reflection Asset Management$141M AUM0.01%$16,796223Q1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.01%$226,6522.5KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.01%$342,8373.7KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$668,1648.9KQ4 2025OLDER
WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM0.01%$3M40.1KQ4 2025OLDER
Symmetry Partners, LLC$1.8B AUM0.01%$203,7842.2KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$467,4485.1KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$7M76.0KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.01%$2M25.3KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.01%$4M42.5KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.01%$346,1843.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.01%$9M97.3KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.01%$486,8145.3KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.01%$552,0626.0KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$30,112393Q3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$317,7764.2KQ4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.01%$17,704192Q1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M21.9KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$140M1.52MQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$426,1024.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.01%$7M77.5KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$274,4373.0KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.01%$17,894175Q2 2026
Hudson Bay Capital Management LP$29.0B AUM0.01%$3M30.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$832,32310.9KQ3 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.01%$13M144.2KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$479,6876.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$1M14.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$8M109.3KQ4 2025OLDER
V-Square Quantitative Management LLC$946M AUM0.01%$86,309936Q1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.01%$499,6865.4KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.01%$6M76.6KQ3 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$554,0626.0KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$17M187.8KQ1 2026OLDER
Richardson Capital Management LLC$207M AUM0.01%$18,442200Q1 2026OLDER
Man Group plc$55.1B AUM0.01%$5M52.7KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M38.7KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.01%$16,782182Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$36M388.5KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.01%$3M29.8KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$203,2312.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$8M85.5KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$28,585310Q1 2026OLDER
CHILTON INVESTMENT CO INC.$4.3B AUM0.01%$403,7155.4KQ4 2025OLDER
WESTPAC BANKING CORP$1.4B AUM0.01%$120,1501.3KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$8M85.6KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$2M18.1KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.01%$2M21.2KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$506,9956.6KQ3 2025OLDER
Byrne Asset Management LLC$185M AUM0.01%$13,025170Q3 2025OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$342,3384.5KQ3 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.01%$9M122.0KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.01%$19M201.0KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$10,604115Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$5M60.1KQ3 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$293,1363.2KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$323,1043.5KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$546,6215.9KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M43.8KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$7M70.7KQ1 2026OLDER
Dakota Wealth Management$4.6B AUM0.01%$349,4763.8KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M31.2KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.01%$219,0912.4KQ1 2026OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$27,386297Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$31M341.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$4M44.9KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$701,1347.6KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$565,8946.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$36M392.9KQ2 2026
Centiva Capital, LP$13.6B AUM0.01%$920,80910.0KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$392,7244.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$1M13.1KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$216,2832.4KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.01%$589,5906.4KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$54,865595Q1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.01%$273,3043.6KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$491,3235.3KQ1 2026OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$1M14.7KQ4 2025OLDER

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