SEC 13F Intelligence

VCTRVICTORY CAP HLDGS INC DEL

CUSIP 92645B103 · Yahoo Finance ↗ · Google Finance ↗

Victory Cap Hldgs Inc Del (VCTR) has 323 institutional holders in Filings Flow’s 13F database, together reporting 49.70M shares worth $3.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Crestview Partners II GP, L.P..

Institutional Holders
323
Q1 2026
Reported Value
$3.0B
Ticker
VCTR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 44Q4 ’18Q1 ’19: 55Q2 ’19: 57Q2 ’19Q3 ’19: 67Q2 ’21: 91Q2 ’21Q4 ’21: 109Q4 ’22: 142Q4 ’22Q4 ’25: 304Q1 ’26: 323Q1 ’26Q2 ’26: 13filingsflow.com
Total reported value
Q4 ’18: $96MQ4 ’18Q1 ’19: $1.9BQ2 ’19: $173MQ2 ’19Q3 ’19: $2.2BQ2 ’21: $1.4BQ2 ’21Q4 ’21: $4.2BQ4 ’22: $360MQ4 ’22Q4 ’25: $3.0BQ1 ’26: $3.0BQ1 ’26Q2 ’26: $33Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Crestview Partners II GP, L.P.$341M AUM78.65%$268M4.10MQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM3.44%$71M1.09MQ1 2026OLDER
JB CAPITAL PARTNERS LP$581M AUM2.73%$16M241.8KQ1 2026OLDER
Gator Capital Management, LLC$489M AUM1.74%$8M129.8KQ1 2026OLDER
Steamboat Capital Partners, LLC$403M AUM1.38%$6M85.0KQ1 2026OLDER
Laurus Global Equity Management Inc.$102M AUM1.24%$1M19.4KQ1 2026OLDER
Kendall Capital Management$488M AUM1.19%$6M88.9KQ1 2026OLDER
Aurora Investment Counsel$180M AUM1.15%$2M34.0KQ3 2025OLDER
CM Management, LLC$120M AUM1.09%$1M20.0KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM1.05%$22M339.0KQ1 2026OLDER
TRAVELERS COMPANIES, INC.$127M AUM0.90%$1M21.6KQ4 2025OLDER
Pembroke Management, LTD$691M AUM0.78%$5M82.7KQ1 2026OLDER
Annex Advisory Services, LLC$5.3B AUM0.73%$39M591.8KQ1 2026OLDER
GS Investments, Inc.$175M AUM0.59%$1M15.6KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.59%$34M526.6KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.58%$7M83.6KQ2 2026
HAMILTON LANE ADVISORS LLC$140M AUM0.53%$955,75015.1KQ4 2025OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.52%$6M88.0KQ1 2026OLDER
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM0.51%$4M57.8KQ1 2026OLDER
Huntleigh Advisors, Inc.$585M AUM0.50%$3M44.5KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.48%$10M149.1KQ1 2026OLDER
FORMULA GROWTH LTD$222M AUM0.40%$879,13413.4KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.39%$1M20.6KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.38%$38M583.4KQ1 2026OLDER
ARGENT CAPITAL MANAGEMENT LLC$3.2B AUM0.37%$12M179.7KQ1 2026OLDER
Directional Asset Management$109M AUM0.37%$402,1056.1KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.30%$3M36.4KQ2 2026
Impax Asset Management Group plc$14.3B AUM0.30%$43M650.0KQ1 2026OLDER
Scientech Research LLC$120M AUM0.30%$355,2295.4KQ1 2026OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.29%$1M15.8KQ2 2026
VISTA FINANCE, LLC$126M AUM0.28%$354,0505.4KQ1 2026OLDER
Windmill Hill Asset Management Ltd$321M AUM0.27%$872,78313.3KQ1 2026OLDER
Bard Financial Services, Inc.$911M AUM0.26%$2M36.0KQ3 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.23%$1M16.9KQ4 2025OLDER
MorganRosel Wealth Management, LLC$254M AUM0.20%$501,3157.7KQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.19%$234,8172.8KQ2 2026
Kaizen Financial Strategies$236M AUM0.18%$436,6236.1KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.17%$475,2097.3KQ3 2025OLDER
Select Equity Group, L.P.$19.5B AUM0.16%$40M616.7KQ3 2025OLDER
EntryPoint Capital, LLC$341M AUM0.16%$555,8608.5KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.15%$4M63.9KQ3 2025OLDER
Sendero Wealth Management, LLC$904M AUM0.15%$1M21.1KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.15%$242,6033.7KQ1 2026OLDER
Livforsakringsbolaget Skandia, Omsesidigt$2.6B AUM0.14%$4M56.1KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.14%$339,0555.2KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.13%$641,3189.9KQ3 2025OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM0.13%$654,80010.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.12%$6M84.1KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.11%$2M29.3KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$489,4297.5KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.08%$338,7285.2KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.08%$741,50211.4KQ3 2025OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.08%$24M365.1KQ1 2026OLDER
Planned Solutions, Inc.$306M AUM0.08%$232,1923.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.07%$268,2594.3KQ4 2025OLDER
DAGCO, INC.$461M AUM0.07%$335,6785.1KQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.07%$3M48.1KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.07%$2M32.1KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.07%$2M26.8KQ1 2026OLDER
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM0.07%$5M73.1KQ1 2026OLDER
Moran Wealth Management, LLC$3.3B AUM0.06%$2M32.4KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.06%$8M115.8KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$9M137.2KQ4 2025OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.06%$516,8997.9KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.06%$392,6486.8KQ4 2025OLDER
Amundi$367.1B AUM0.05%$200M3.05MQ1 2026OLDER
Fort Point Capital Partners LLC$825M AUM0.05%$430,5966.6KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.05%$13M195.6KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$16M240.0KQ1 2026OLDER
Jasper Ridge Partners, L.P.$4.5B AUM0.05%$2M31.7KQ3 2025OLDER
PFG Advisors$2.1B AUM0.05%$932,74314.2KQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.05%$276,1954.2KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.05%$7M102.2KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.04%$839,38812.8KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.04%$2M24.2KQ4 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.04%$3M38.5KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM0.04%$1M21.5KQ1 2026OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.04%$335,2585.1KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$615,5069.8KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.03%$615,3169.4KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$177,3852.7KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.03%$235,2043.6KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.03%$444,6896.9KQ3 2025OLDER
FIL Ltd$128.7B AUM0.03%$37M572.4KQ1 2026OLDER
Swedbank AB$95.1B AUM0.03%$27M410.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.03%$4M66.3KQ2 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.03%$414,0966.3KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M16.0KQ3 2025OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$215,2983.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M22.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.03%$15M232.7KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M21.1KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.02%$4M61.3KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.02%$20M310.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$114M1.74MQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.02%$2M28.6KQ1 2026OLDER
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.02%$1M18.7KQ1 2026OLDER
Comprehensive Financial Management LLC$3.0B AUM0.02%$784,82612.1KQ3 2025OLDER
Capital World Investors$732.9B AUM0.02%$158M2.42MQ1 2026OLDER
State of Wyoming$844M AUM0.02%$181,3802.8KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.02%$200,0413.1KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M25.0KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$275,2124.2KQ1 2026OLDER
Clark Wealth Partners$149M AUM0.02%$30,645468Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.02%$4M66.1KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.02%$2M27.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$25M379.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.02%$5M74.8KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.02%$12M179.2KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$1M17.8KQ3 2025OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.02%$3M39.9KQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.02%$220,6023.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.02%$65M993.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.01%$282,4814.3KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$804,99112.3KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$782,62812.1KQ3 2025OLDER
F/m Investments LLC$1.5B AUM0.01%$201,1283.1KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$8M125.0KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.01%$3M41.2KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$2M23.1KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.01%$512,8598.1KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$21M321.3KQ1 2026OLDER
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM0.01%$521,9668.1KQ3 2025OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$829,50112.7KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$713,33910.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$297,9994.6KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$454,3666.9KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M27.9KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$870,49113.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$7M108.9KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M24.8KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M232.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$456M6.97MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M70.8KQ3 2025OLDER
Vident Advisory, LLC$11.7B AUM0.01%$885,42013.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$242,2763.7KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$603,9329.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$751,71011.5KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$338,3365.2KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$821,05412.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$27M409.1KQ1 2026OLDER
Clayton Financial Group LLC$195M AUM0.01%$9,520147Q3 2025OLDER
CONTRAVISORY INVESTMENT MANAGEMENT, INC.$566M AUM0.01%$39,172466Q2 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$130M1.99MQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$802,98112.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M121.7KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.01%$29,597452Q1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$556,9078.5KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M38.3KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$213,8123.4KQ4 2025OLDER
Caprock Group, LLC$4.1B AUM0.01%$252,6193.5KQ3 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$32M495.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$3M52.6KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$39M588.5KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$833,29812.7KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$54,938839Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$3M51.4KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$22M331.3KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$206,7203.2KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$57,749687Q2 2026
Aquatic Capital Management LLC$3.5B AUM0.01%$178,8912.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M40.8KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M33.0KQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.00%$203,9943.1KQ3 2025OLDER
COMERICA BANK$25.1B AUM0.00%$1M19.7KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$7M103.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$66M1.01MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$76M1.17MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$344,5565.3KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$780,71811.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$304M4.81MQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$6M97.9KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$121M1.84MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$36M548.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$417,5006.4KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$355,7535.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$30M465.3KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$768,67011.7KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M48.2KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$73,6651.1KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$260,9384.0KQ1 2026OLDER
Glenview Trust Co$6.4B AUM0.00%$236,1863.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$147M2.24MQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$615,1289.8KQ4 2025OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M52.7KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$4M68.7KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M28.8KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$3M51.2KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$20,626315Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$88,1791.0KQ2 2026
Swiss National Bank$173.8B AUM0.00%$6M85.6KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$22,722347Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$17M254.7KQ2 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M27.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.00%$9,433163Q1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$3M39.3KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$12M185.1KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.00%$1M16.6KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$53M815.4KQ1 2026OLDER
Forum Financial Management, LP$7.1B AUM0.00%$215,5783.4KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M22.7KQ1 2026OLDER
Anfield Capital Management, LLC$363M AUM0.00%$9,795150Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$41,318631Q1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$958,73414.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$3M40.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$226,4503.5KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$615,5129.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$709,41110.8KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M34.5KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$9M131.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M15.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$15M222.6KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M38.5KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$740,64411.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$12M182.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M24.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M21.1KQ4 2025OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.00%$367,3435.6KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$275,6714.2KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$5,95991Q1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$4,65071Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$11,721179Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M21.1KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$20,893332Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$31M487.9KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$4M58.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$6,941106Q1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$2,68541Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$11M161.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M112.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M111.6KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$305,7324.7KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$5M80.9KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$969,11214.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$168,2612.6KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$9,019105Q2 2026
STRS OHIO$25.2B AUM0.00%$392,8806.0KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$314,2394.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$1M15.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M25.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$9M141.1KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M16.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1M17.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$983,90215.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M50.0KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$200,8863.1KQ3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$681,94010.8KQ4 2025OLDER
MASECO LLP$3.2B AUM0.00%$30,255479Q4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$334,3775.3KQ4 2025OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$245,7363.9KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$244,2213.9KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M89.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$91,6721.4KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$605,8309.4KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M56.7KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$1,24419Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M16.2KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$36,276554Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$46,295707Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M32.2KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$13,755212Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M15.8KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$3,60155Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$13,817219Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$2,17233Q1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$3M41.2KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$6,693103Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$80,8681.2KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$43,675667Q1 2026OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$19,671304Q3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M41.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$598,6649.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M35.9KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$6,688106Q4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$906,81913.8KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$2,01724Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$17,156262Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$505,1787.7KQ1 2026OLDER
Quarry LP$558M AUM0.00%$3,49754Q3 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,40552Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$487,2457.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M19.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$460,5217.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$24,097368Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$55,868854Q1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$277,3734.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$41,334631Q1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$130,3282.0KQ3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$6,613101Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$548,0558.4KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$80,8681.2KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$72111Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M128.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$502,2847.7KQ1 2026OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$209,6013.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,83428Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$16,828257Q1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$435,5736.7KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$242,2763.7KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$4,12563Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$24,285375Q3 2025OLDER
Binnacle Investments Inc$170M AUM0.00%$64810Q3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,19148.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$4,78173Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$19,120292Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$627,7589.8KQ3 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$533,5978.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M19.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$680,66510.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$216,2203.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$16,763256Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M39.2KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$2,01824Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$144,0922.2KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$63710Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$5689Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$7,988122Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$220,9953.4KQ1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$85113Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$511,9237.8KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,89829Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$13,161201Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,14448Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$64,891991Q1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$7,596116Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$37,651575Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$85213Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$5909Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$3275Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$2624Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$33,067505Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$668,75410.6KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$78612Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$85213Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$2,09532Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$3285Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,01431Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$1963Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,72259Q4 2025OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$1262Q4 2025OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$51,926793Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$88,3261.4KQ4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,83328Q1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$13,293203Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1312Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1,76827Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$76,9491.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$76,6041.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$7,203110Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$7,992122Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$15,060230Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$12,618200Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$8,054123Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$6,624105Q4 2025OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$1,44122Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4587Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$371Q4 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$651Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,03616Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$3936Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$469Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,46139Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$1,57725Q4 2025OLDER

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