SEC 13F Intelligence

W3UWESTERN UN CO

CUSIP 959802109 · Yahoo Finance ↗ · Google Finance ↗

Western Un Co (W3U) has 507 institutional holders in Filings Flow’s 13F database, together reporting 309.25M shares worth $2.6B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
507
Q1 2026
Reported Value
$2.6B
Ticker
W3U
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 499Q4 ’18Q1 ’19: 503Q2 ’19: 483Q2 ’19Q3 ’19: 497Q2 ’21: 528Q2 ’21Q4 ’21: 498Q4 ’22: 471Q4 ’22Q4 ’25: 474Q1 ’26: 507Q1 ’26Q2 ’26: 25filingsflow.com
Total reported value
Q4 ’18: $49.0BQ4 ’18Q1 ’19: $83.0BQ2 ’19: $83.5BQ2 ’19Q3 ’19: $155.3BQ2 ’21: $102.5BQ2 ’21Q4 ’21: $65.0BQ4 ’22: $2.3BQ4 ’22Q4 ’25: $2.9BQ1 ’26: $2.6BQ1 ’26Q2 ’26: $22Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Brickwood Asset Management LLP$133M AUM23.17%$31M3.54MQ1 2026OLDER
CONTINENTAL ADVISORS LLC$196M AUM6.35%$12M1.43MQ1 2026OLDER
Ranmore Fund Management Ltd$757M AUM5.77%$44M5.00MQ1 2026OLDER
Fourth Sail Capital LP$608M AUM3.87%$24M2.59MQ4 2025OLDER
Discerene Group LP$946M AUM3.39%$32M3.67MQ1 2026OLDER
TSP Capital Management Group, LLC$410M AUM2.33%$10M1.09MQ1 2026OLDER
Meridiem Capital Partners LP$1.5B AUM1.90%$32M3.39MQ4 2025OLDER
J. Goldman & Co LP$3.4B AUM1.44%$50M5.68MQ1 2026OLDER
Optimist Retirement Group LLC$227M AUM1.08%$2M281.8KQ1 2026OLDER
Waycross Investment Management Co$105M AUM0.89%$936,526107.3KQ1 2026OLDER
Gilman Hill Asset Management, LLC$731M AUM0.89%$7M844.5KQ2 2026
PARK CIRCLE Co$108M AUM0.83%$899,277103.0KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.74%$5M504.3KQ4 2025OLDER
Mork Capital Management, LLC$141M AUM0.62%$873,000100.0KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.59%$2M202.5KQ1 2026OLDER
First Nebraska Trust Co$591M AUM0.55%$3M170.1KQ2 2026
Friedenthal Financial$217M AUM0.54%$1M122.5KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.52%$2M246.0KQ1 2026OLDER
1834 INVESTMENT ADVISORS CO$801M AUM0.51%$4M471.1KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.50%$9M1.02MQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.47%$6M604.1KQ4 2025OLDER
ICON ADVISERS INC/CO$433M AUM0.44%$2M220.5KQ4 2025OLDER
WBI INVESTMENTS, LLC$362M AUM0.40%$1M167.7KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.40%$11M1.30MQ1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.29%$509,35563.7KQ3 2025OLDER
Michels Family Financial, LLC$139M AUM0.26%$362,18941.5KQ1 2026OLDER
JMN Financial LLC$102M AUM0.25%$257,25029.5KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.24%$1M169.7KQ3 2025OLDER
TRED AVON FAMILY WEALTH, LLC$301M AUM0.22%$668,84976.6KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.22%$2M258.3KQ1 2026OLDER
Odyssean, LLC$274M AUM0.21%$584,15966.9KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.21%$517,25259.3KQ1 2026OLDER
Scientech Research LLC$120M AUM0.21%$330,12335.5KQ4 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.20%$916,650105.0KQ1 2026OLDER
Arnhold LLC$1.4B AUM0.17%$2M271.0KQ1 2026OLDER
Park Capital Management, LLC / WI$170M AUM0.17%$177,31520.3KQ1 2026OLDER
denkapparat Operations GmbH$242M AUM0.17%$416,31647.7KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.17%$1M116.3KQ1 2026OLDER
ParaFi Capital LP$462M AUM0.16%$559,53160.1KQ4 2025OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.15%$284,12132.5KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.14%$24M2.75MQ1 2026OLDER
EDMP, INC.$124M AUM0.14%$175,18520.1KQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.14%$721,77690.3KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.14%$550,77663.1KQ1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.13%$523,14059.9KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.13%$750,10285.8KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.13%$4M480.5KQ1 2026OLDER
REXFORD CAPITAL INC$140M AUM0.13%$179,50620.6KQ1 2026OLDER
RAMSEY QUANTITATIVE SYSTEMS$112M AUM0.12%$138,33818.0KQ2 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.12%$147M16.81MQ1 2026OLDER
Tweedy, Browne Co LLC$1.3B AUM0.12%$2M173.5KQ1 2026OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.12%$589,17667.5KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.12%$7M814.4KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.12%$3M347.3KQ4 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.12%$4M436.7KQ4 2025OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.11%$520,38659.6KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.10%$145,13616.6KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.10%$287,47430.9KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.10%$1M121.0KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.10%$341,63139.1KQ1 2026OLDER
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.10%$960,300110.0KQ1 2026OLDER
William B. Walkup & Associates, Inc.$167M AUM0.10%$159,44115.1KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.09%$90M10.31MQ1 2026OLDER
Curat Global, LLC$102M AUM0.09%$95,76811.0KQ1 2026OLDER
Carolina Wealth Advisors, LLC$255M AUM0.09%$233,48730.3KQ2 2026
Numerai GP LLC$997M AUM0.09%$752,53780.8KQ4 2025OLDER
NOVEM GROUP$873M AUM0.09%$764,44795.7KQ3 2025OLDER
SEVEN MILE ADVISORY$139M AUM0.09%$123,63414.2KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.09%$19M2.15MQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.09%$525,38360.2KQ1 2026OLDER
LB Partners LLC$112M AUM0.09%$93,10010.0KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.09%$3M311.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.08%$27M3.13MQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.08%$553,72663.4KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.08%$193,03822.1KQ1 2026OLDER
NDVR, Inc.$121M AUM0.08%$98,32310.6KQ4 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.08%$2M263.0KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.08%$199,99825.0KQ3 2025OLDER
Peak Wealth Management LLC$122M AUM0.08%$91,66510.5KQ1 2026OLDER
MSH Capital Advisors LLC$472M AUM0.07%$353,39940.5KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.07%$7M379.0KQ2 2026
Impact Partnership Wealth, LLC$810M AUM0.07%$576,15966.0KQ1 2026OLDER
DLD Asset Management, LP$1.1B AUM0.07%$931,500100.0KQ4 2025OLDER
Outlook Wealth Advisors, LLC$413M AUM0.07%$279,61332.0KQ1 2026OLDER
Fideuram Asset Management (Ireland) dac$787M AUM0.06%$506,30153.6KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.06%$598,35464.3KQ4 2025OLDER
Samalin Investment Counsel, LLC$282M AUM0.06%$179,87720.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.06%$151,28218.0KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.06%$147,88616.9KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.05%$466,60153.4KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.05%$386,06948.3KQ3 2025OLDER
Baron Wealth Management LLC$386M AUM0.05%$174,53420.0KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.05%$166,56819.1KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.05%$89,0419.6KQ4 2025OLDER
FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM0.05%$156,40717.9KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM0.05%$2M189.0KQ3 2025OLDER
Longaeva Partners L.P.$2.7B AUM0.05%$1M148.2KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.05%$133,29716.7KQ3 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.05%$206,84023.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.04%$32M3.69MQ1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.04%$3M286.9KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.04%$202,74623.2KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.04%$25M2.86MQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.04%$93M10.70MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.04%$5M546.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$36M4.14MQ1 2026OLDER
Delta Investment Management, LLC$559M AUM0.04%$199,32522.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$44M5.02MQ1 2026OLDER
CHICAGO TRUST Co NA$626M AUM0.03%$216,72224.8KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$511,06464.0KQ3 2025OLDER
TWINBEECH CAPITAL LP$965M AUM0.03%$475,74151.1KQ4 2025OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$76,1848.2KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.03%$1M133.8KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M299.5KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$10M1.14MQ1 2026OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.03%$135,48115.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.03%$26M2.92MQ1 2026OLDER
Provenance Wealth Advisors, LLC$945M AUM0.03%$279,36032.0KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.03%$156,30217.9KQ1 2026OLDER
INFRASTRUCTURE CAPITAL ADVISORS, LLC$1.4B AUM0.03%$404,95946.4KQ1 2026OLDER
FLORIDA FINANCIAL ADVISORS, LLC$418M AUM0.03%$102,58011.3KQ4 2025OLDER
Ifrah Financial Services, Inc.$378M AUM0.03%$104,08811.9KQ1 2026OLDER
Kendall Capital Management$488M AUM0.03%$133,32515.3KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.03%$483,73855.4KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.03%$125,69714.4KQ1 2026OLDER
Kentucky Trust Co$191M AUM0.03%$49,5345.7KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$35M3.97MQ1 2026OLDER
BARR E S & CO$1.7B AUM0.02%$463,59249.8KQ4 2025OLDER
Bard Financial Services, Inc.$911M AUM0.02%$217,32827.2KQ3 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$2M163.6KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.02%$664,23462.8KQ1 2026OLDER
Accurate Wealth Management, LLC$831M AUM0.02%$182,09320.5KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.02%$2M241.4KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.02%$1M141.0KQ1 2026OLDER
Frec Markets, Inc.$587M AUM0.02%$126,34914.5KQ1 2026OLDER
Krane Funds Advisors LLC$2.4B AUM0.02%$503,79957.4KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.02%$27,8403.2KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$5M551.5KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.02%$573,75365.7KQ1 2026OLDER
Capital Research Global Investors$644.6B AUM0.02%$128M14.65MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$9M983.8KQ1 2026OLDER
AIRE ADVISORS, LLC$547M AUM0.02%$108,04212.4KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.02%$431,96149.5KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.02%$129,43816.2KQ3 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.02%$1M156.4KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M283.6KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.02%$122,64915.3KQ3 2025OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.02%$12M1.34MQ1 2026OLDER
AUXIER ASSET MANAGEMENT LLC$696M AUM0.02%$129,64914.9KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$1M158.9KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.02%$416,08147.7KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.02%$2M231.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.02%$90,00610.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.02%$834,472108.4KQ2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.02%$13M1.45MQ1 2026OLDER
GERMAN AMERICAN BANCORP, INC.$1.2B AUM0.02%$183,66121.0KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.02%$365,35141.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$483,72360.5KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$2M198.4KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$96M10.96MQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$141,15516.2KQ1 2026OLDER
Hickory Point Bank & Trust$152M AUM0.01%$21,8252.5KQ1 2026OLDER
Quarry LP$558M AUM0.01%$80,2379.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$69M7.90MQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$11M1.25MQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M381.4KQ3 2025OLDER
Focus Partners Wealth$89.9B AUM0.01%$12M1.36MQ1 2026OLDER
Occidental Asset Management, LLC$844M AUM0.01%$111,51712.8KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$891,603102.1KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$2M236.0KQ4 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M375.7KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$163,63520.5KQ3 2025OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$79,2699.1KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$722,38182.7KQ1 2026OLDER
Qtron Investments LLC$738M AUM0.01%$91,67410.5KQ1 2026OLDER
Claro Advisors Inc.$830M AUM0.01%$103,11011.8KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.01%$2M189.7KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$5M561.7KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.01%$207,66123.8KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M275.3KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.01%$93,10010.0KQ4 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$546,47262.6KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.01%$7M772.5KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$244,06226.2KQ4 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.01%$347,64537.3KQ4 2025OLDER
Dakota Wealth Management$4.6B AUM0.01%$496,89556.9KQ1 2026OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$4M481.2KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$2M173.5KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$768,14388.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$2M199.0KQ1 2026OLDER
Strategies Wealth Advisors, LLC$995M AUM0.01%$104,76012.0KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.01%$3M390.5KQ3 2025OLDER
WealthCollab, LLC$243M AUM0.01%$25,0992.9KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$862,06198.7KQ1 2026OLDER
Able Wealth Management LLC$374M AUM0.01%$37,23314.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$40M4.62MQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$2M210.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$6M657.2KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$142,37815.3KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$204,12223.4KQ1 2026OLDER
Morningstar Investment Management LLC$1.6B AUM0.01%$150,13917.2KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$472,80650.8KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$924,027105.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$2M174.9KQ1 2026OLDER
Principle Wealth Partners LLC$1.7B AUM0.01%$153,06317.5KQ1 2026OLDER
BURNEY CO/$3.2B AUM0.01%$273,75531.4KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.01%$634,77672.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$158M18.08MQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.01%$575,18472.0KQ3 2025OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.01%$85,85310.7KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$940,396107.7KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M379.8KQ3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.01%$288,38733.0KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.01%$104,76012.0KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$64,4547.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$57M6.58MQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$632,56079.2KQ3 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$355,82046.2KQ2 2026
Smallwood Wealth Investment Management, LLC$190M AUM0.01%$14,0461.6KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$437,37350.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$8M916.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M482.6KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$13M1.54MQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$724,43283.0KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$62M7.09MQ1 2026OLDER
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.01%$16,6661.9KQ1 2026OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.01%$132,65215.2KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M843.8KQ3 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$32,7594.1KQ3 2025OLDER
Robeco Institutional Asset Management B.V.$70.2B AUM0.01%$5M536.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.01%$4M456.4KQ3 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$25,0223.0KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$142,22218.5KQ2 2026
Compound Planning, Inc.$3.3B AUM0.01%$197,99622.7KQ1 2026OLDER
Siemens Fonds Invest GmbH$1.7B AUM0.01%$105,16212.0KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M127.8KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$205,43626.7KQ2 2026
Main Street Financial Solutions, LLC$1.3B AUM0.01%$91,37411.4KQ3 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$581,74166.6KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$354,13740.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$25M2.82MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.01%$9M995.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.01%$6M742.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$189,36821.7KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M320.5KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.01%$193,26224.2KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$231,22326.5KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$10M1.18MQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$380,43643.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$1M142.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$81M8.65MQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M385.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$321M34.47MQ4 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$390,27048.9KQ3 2025OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.00%$96,16012.0KQ3 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.00%$124,38015.6KQ3 2025OLDER
CIDEL ASSET MANAGEMENT INC$2.1B AUM0.00%$94,99012.3KQ2 2026
BENJAMIN EDWARDS INC$10.1B AUM0.00%$459,58152.6KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$3M291.7KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.00%$143,29416.4KQ1 2026OLDER
Investors Research Corp$523M AUM0.00%$23,5712.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$24M2.79MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$762,17387.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$17M1.97MQ1 2026OLDER
GoalVest Advisory LLC$539M AUM0.00%$22,4272.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$70M8.00MQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$104,77712.0KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$199,50822.9KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.00%$273,90431.4KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$935,612107.2KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$3M288.8KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.00%$5,238600Q1 2026OLDER
North Dakota State Investment Board$2.3B AUM0.00%$106,25511.4KQ4 2025OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.00%$80,53110.1KQ3 2025OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$43,3935.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$1M116.5KQ4 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.00%$113,22813.0KQ1 2026OLDER
Field & Main Bank$344M AUM0.00%$13,0951.5KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.00%$105,60212.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$217M24.89MQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.00%$142,67216.2KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.00%$102,94411.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$24M2.78MQ1 2026OLDER
Baader Bank Aktiengesellschaft$1.3B AUM0.00%$57,16311.6KQ3 2025OLDER
Alpine Bank Wealth Management$688M AUM0.00%$26,0643.3KQ3 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$1M128.9KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$152,71417.5KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$317,54536.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$32M3.68MQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$24M2.72MQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$26,1903.0KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M383.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$686,18778.6KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2M207.8KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.00%$5,500630Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$98M11.28MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$187,69920.2KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$422,62745.4KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$120,63315.1KQ3 2025OLDER
Caldwell Trust Co$1.1B AUM0.00%$36,8674.2KQ1 2026OLDER
STOCK YARDS BANK & TRUST CO$3.2B AUM0.00%$104,76012.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$503,03257.6KQ2 2026
Intentional Wealth Strategies, LLC$107M AUM0.00%$3,422392Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M296.3KQ1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$3,702424Q1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$141,69014.9KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$5M629.2KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$12,5891.4KQ1 2026OLDER
TCTC Holdings, LLC$3.5B AUM0.00%$109,99812.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$124M14.19MQ1 2026OLDER
Quotient Wealth Partners, LLC$3.8B AUM0.00%$117,54113.5KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M154.6KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$24,6722.6KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M238.5KQ1 2026OLDER
Diversify Advisory Services, LLC$655M AUM0.00%$95,91510.3KQ4 2025OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.00%$121,65213.9KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.00%$614,15976.9KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$17M1.92MQ1 2026OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.00%$92,09310.5KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$860,17698.5KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$2M198.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$2M227.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.00%$1M130.6KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$301,07234.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$677,86972.8KQ4 2025OLDER
Sigma Planning Corp$3.6B AUM0.00%$97,50110.5KQ4 2025OLDER
&PARTNERS$20.2B AUM0.00%$494,49753.1KQ4 2025OLDER
Pinnacle Bancorp, Inc.$339M AUM0.00%$8,7301.0KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$104,70211.8KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$121,60013.9KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M194.8KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$12,2221.4KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$139,02915.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$8,9231.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$34M3.84MQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M798.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M316.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$6M652.2KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M123.2KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$185,81521.3KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$14,6061.7KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.00%$145,13616.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$61,0697.9KQ2 2026
CAXTON ASSOCIATES LLP$4.4B AUM0.00%$99,05911.3KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$29,5853.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$2,409276Q1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M161.6KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$195,17322.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$70,0148.0KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$95,72411.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$502,09757.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M225.2KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$4M461.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M554.3KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$696,75079.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$12M1.43MQ1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$26,8883.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$9M1.04MQ1 2026OLDER
Nalls Sherbakoff Group, LLC$148M AUM0.00%$2,797350Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$127,96414.7KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.00%$2,020240Q1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$16,8931.9KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$4,269489Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$92,98310.7KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$31,6273.4KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$1M118.2KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$93,92610.8KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$428,26046.0KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$310,95335.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M827.2KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.00%$2,890331Q1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$13,0951.5KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$223,16124.0KQ4 2025OLDER
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM0.00%$5,212597Q1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$4,802550Q1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$211,68524.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$314,03636.0KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.00%$149,10017.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$743,91585.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$57,2166.6KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$19,0772.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$109,84812.6KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$3,677421Q1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$89,27610.2KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$204,49223.4KQ1 2026OLDER
Avalon Trust Co$1.5B AUM0.00%$20,9522.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$5M600.3KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$2M242.6KQ3 2025OLDER
Signature Resources Capital Management, LLC$211M AUM0.00%$2,898332Q1 2026OLDER
Amundi$367.1B AUM0.00%$5M576.5KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$1M108.4KQ4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$48,3215.5KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$2,244257Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$7,7151.0KQ2 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$103,68811.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$41,2324.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$179,78520.6KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$167,01719.1KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$100,38111.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$23,2222.7KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$639,39273.2KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$93,69810.1KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$230,10028.8KQ3 2025OLDER
City State Bank$385M AUM0.00%$4,321495Q1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$2,078238Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$111,39412.0KQ4 2025OLDER
Mosley Wealth Management$221M AUM0.00%$2,397300Q1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$123,66014.2KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$534,35757.4KQ4 2025OLDER
Kilter Group LLC$232M AUM0.00%$2,419277Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$963,550110.4KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$56,8916.5KQ2 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$366,84742.0KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$713,63281.7KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$182,82022.9KQ3 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$280,17232.1KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15M1.70MQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.00%$6,627759Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$4M450.9KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$8,547979Q1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$1M161.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$240,85427.6KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$244,99028.1KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$144,97416.6KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$26,3232.8KQ4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$21,5702.5KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$2,025232Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$9,3101.0KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M168.5KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$6,984800Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M161.3KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,306379Q1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$135,36014.5KQ4 2025OLDER
Noble Wealth Management PBC$223M AUM0.00%$1,525198Q2 2026
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$28,5033.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$121,27713.0KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$103,04911.8KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$4,121472Q1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$302,42534.6KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.00%$375,97747.1KQ3 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$270,38631.0KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$2M222.4KQ1 2026OLDER
West Branch Capital LLC$430M AUM0.00%$2,410276Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M149.4KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$1,528175Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$6,914792Q1 2026OLDER
Basepoint Wealth LLC$175M AUM0.00%$1,066122Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$111,65712.8KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$917105Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$223,80425.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$61,3517.3KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$12,4141.4KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$8,249975Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$8,6851.1KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M342.8KQ2 2026
Magnetar Financial LLC$9.8B AUM0.00%$92,12511.5KQ3 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$10,0881.3KQ3 2025OLDER
PEAK6 LLC$42.6B AUM0.00%$234,64526.9KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$260,18029.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$6,076696Q1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.00%$506.2KQ3 2025OLDER
Your Advocates Ltd., LLP$328M AUM0.00%$1,598200Q3 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$149,51017.1KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$1,000170Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$1M167.7KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$1,677192Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$594,35668.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$475,70154.5KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$122,81314.1KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$13,0951.5KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$901117Q2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$345,74839.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M213.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$467,43053.5KQ1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.00%$2,073237Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$162,60518.6KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$6,556751Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$796,94191.3KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$364,73941.8KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$121,10513.0KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$96,47511.1KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$2M243.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$7M802.0KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$46353Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$348,61539.9KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,431393Q1 2026OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$64774Q1 2026OLDER
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$3,650418Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$1,825196Q4 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$187,89621.5KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$4,095469Q1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.00%$16,0631.8KQ1 2026OLDER
DV EQUITIES, LLC$558M AUM0.00%$1,862200Q4 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$58567Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,257144Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$1,371157Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2,568294.0KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2,162237Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$13,9781.6KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$78690Q1 2026OLDER

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