SEC 13F Intelligence

WBSWEBSTER FINL CORP

CUSIP 947890109 · Yahoo Finance ↗ · Google Finance ↗

Webster Finl Corp (WBS) has 535 institutional holders in Filings Flow’s 13F database, together reporting 145.47M shares worth $9.9B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
535
Q1 2026
Reported Value
$9.9B
Ticker
WBS
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 278Q4 ’18Q1 ’19: 274Q2 ’19: 276Q2 ’19Q3 ’19: 265Q2 ’21: 272Q2 ’21Q4 ’21: 283Q4 ’22: 432Q4 ’22Q4 ’25: 526Q1 ’26: 535Q1 ’26Q2 ’26: 28filingsflow.com
Total reported value
Q4 ’18: $19.5BQ4 ’18Q1 ’19: $20.7BQ2 ’19: $18.9BQ2 ’19Q3 ’19: $18.4BQ2 ’21: $45.2BQ2 ’21Q4 ’21: $37.3BQ4 ’22: $3.5BQ4 ’22Q4 ’25: $8.6BQ1 ’26: $9.9BQ1 ’26Q2 ’26: $45Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Sand Grove Capital Management LLP$444M AUM8.84%$39M565.8KQ1 2026OLDER
Stieven Capital Advisors, L.P.$468M AUM6.64%$36M569.0KQ4 2025OLDER
140 Summer Partners LP$1.6B AUM6.33%$86M1.36MQ4 2025OLDER
STRATEGIC VALUE BANK PARTNERS LLC$186M AUM6.01%$9M139.6KQ4 2025OLDER
Westchester Capital Management, LLC$2.2B AUM5.77%$127M1.83MQ1 2026OLDER
Slotnik Capital, LLC$342M AUM5.52%$19M272.0KQ1 2026OLDER
Petiole USA ltd$143M AUM4.95%$7M101.9KQ1 2026OLDER
Davis Asset Management, L.P.$3.5B AUM4.51%$126M2.00MQ4 2025OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM3.98%$84M1.22MQ1 2026OLDER
Kintayl Capital LP$192M AUM3.43%$7M94.8KQ1 2026OLDER
WATER ISLAND CAPITAL LLC$896M AUM3.22%$29M415.8KQ1 2026OLDER
Azora Capital LP$1.5B AUM3.03%$48M764.3KQ4 2025OLDER
NINE MASTS CAPITAL Ltd$693M AUM2.94%$20M293.3KQ1 2026OLDER
Sagefield Capital LP$1.4B AUM2.82%$39M565.0KQ1 2026OLDER
Polaris Capital Management, LLC$1.2B AUM2.80%$34M492.2KQ1 2026OLDER
FJ Capital Management LLC$888M AUM2.67%$24M384.7KQ4 2025OLDER
Absolute Gestao de Investimentos Ltda.$877M AUM2.37%$21M300.0KQ1 2026OLDER
Elizabeth Park Capital Advisors, Ltd.$130M AUM2.26%$3M43.5KQ4 2025OLDER
Yakira Capital Management, Inc.$342M AUM2.22%$8M109.5KQ1 2026OLDER
Nitorum Capital, L.P.$114M AUM2.05%$9M147.2KQ4 2025OLDER
AQR Arbitrage LLC$6.1B AUM2.03%$124M1.80MQ1 2026OLDER
TIG Advisors, LLC$2.2B AUM1.97%$43M615.0KQ1 2026OLDER
First Trust Capital Management L.P.$1.9B AUM1.82%$35M498.3KQ1 2026OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM1.70%$29M416.5KQ1 2026OLDER
WHITEBOX ADVISORS LLC$8.1B AUM1.64%$134M1.93MQ1 2026OLDER
HARVEST MANAGEMENT LLC$206M AUM1.46%$3M43.5KQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM1.35%$19M270.0KQ1 2026OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM1.31%$9M127.3KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM1.16%$50M726.1KQ1 2026OLDER
EJF Capital LP$142M AUM1.14%$2M31.9KQ4 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM1.07%$47M680.7KQ1 2026OLDER
TOWLE & CO$257M AUM1.05%$4M63.3KQ4 2025OLDER
SALZHAUER MICHAEL$212M AUM1.04%$3M40.3KQ4 2025OLDER
Stablepoint Partners, LLC$723M AUM0.99%$7M93.2KQ2 2026
Trust Investment Advisors$171M AUM0.90%$2M22.1KQ1 2026OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM0.89%$5M65.0KQ1 2026OLDER
Carlson Capital, L.P.$318M AUM0.85%$3M39.0KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.80%$79M1.14MQ1 2026OLDER
Gator Capital Management, LLC$489M AUM0.77%$4M60.7KQ4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.74%$37M535.0KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.73%$13M185.5KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.71%$3M39.4KQ1 2026OLDER
Artemis Investment Management LLP$9.4B AUM0.68%$56M893.8KQ4 2025OLDER
Kapitalo Investimentos Ltda$531M AUM0.68%$4M51.9KQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM0.67%$29M412.0KQ1 2026OLDER
Pentwater Capital Management LP$19.3B AUM0.67%$130M1.87MQ1 2026OLDER
Leeward Investments, LLC - MA$2.0B AUM0.65%$13M190.3KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.64%$155M2.23MQ1 2026OLDER
SAMLYN CAPITAL, LLC$5.9B AUM0.63%$39M626.9KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.61%$8M114.3KQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.57%$7M105.2KQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.54%$49M711.8KQ1 2026OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.53%$50M800.4KQ4 2025OLDER
Fortress Investment Group LLC$394M AUM0.52%$2M29.5KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.50%$10M172.1KQ3 2025OLDER
Cardinal Capital Management$776M AUM0.50%$4M55.6KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.48%$3M54.4KQ4 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.46%$675,41711.4KQ3 2025OLDER
SUTTON PLACE INVESTORS LLC$183M AUM0.44%$800,06611.5KQ1 2026OLDER
Houlihan Financial Resource Group, Ltd.$257M AUM0.42%$1M15.6KQ1 2026OLDER
BTG Pactual Asset Management US LLC$1.2B AUM0.42%$5M70.0KQ1 2026OLDER
Latitude Advisors, LLC$218M AUM0.40%$877,19112.6KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.40%$214M3.08MQ1 2026OLDER
ARIEL INVESTMENTS, LLC$8.9B AUM0.39%$36M579.0KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.36%$45M647.2KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.35%$5M76.8KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.34%$10M142.1KQ1 2026OLDER
Dana Investment Advisors, Inc.$3.4B AUM0.33%$11M160.7KQ1 2026OLDER
KAHN BROTHERS GROUP INC$564M AUM0.33%$2M29.8KQ4 2025OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.33%$2M32.9KQ3 2025OLDER
Orange Investment Advisors, Inc.$772M AUM0.33%$3M36.2KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.31%$867,25013.8KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.30%$46M660.3KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.29%$49M700.0KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.29%$83M1.20MQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.28%$4M51.1KQ1 2026OLDER
BW Gestao de Investimentos Ltda.$3.0B AUM0.27%$12M190.0KQ4 2025OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.27%$42M609.3KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.26%$15M235.1KQ4 2025OLDER
ADVISORY RESEARCH INC$813M AUM0.26%$2M31.0KQ1 2026OLDER
JOHN G ULLMAN & ASSOCIATES INC$754M AUM0.25%$2M27.6KQ1 2026OLDER
TRILLIUM ASSET MANAGEMENT, LLC$3.0B AUM0.24%$7M95.9KQ1 2026OLDER
BCGM Wealth Management, LLC$398M AUM0.23%$896,93115.1KQ3 2025OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.23%$584,3359.3KQ4 2025OLDER
Ulysses Management LLC$802M AUM0.23%$1M20.0KQ4 2025OLDER
South Shore Capital Advisors$137M AUM0.23%$314,3734.5KQ1 2026OLDER
Essential Partners LLC$250M AUM0.21%$528,5289.7KQ1 2026OLDER
Carmignac Gestion$6.5B AUM0.21%$13M194.0KQ2 2026
SeaCrest Wealth Management, LLC$903M AUM0.20%$2M23.9KQ2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.20%$151M2.17MQ1 2026OLDER
TORONTO DOMINION BANK$69.7B AUM0.19%$133M1.91MQ1 2026OLDER
Bard Financial Services, Inc.$911M AUM0.19%$2M28.8KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.19%$160M2.70MQ3 2025OLDER
Penbrook Management LLC$132M AUM0.18%$263,0894.2KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.18%$2M34.1KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.17%$56M803.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.17%$47M754.1KQ4 2025OLDER
CAMBIAR INVESTORS LLC$2.2B AUM0.17%$4M52.8KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.17%$110M1.58MQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.16%$26M374.0KQ1 2026OLDER
Machina Capital S.A.S.$508M AUM0.16%$801,03711.5KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.16%$97M1.39MQ1 2026OLDER
GROUPAMA ASSET MANAGMENT$6.8B AUM0.15%$10M148.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.15%$2M33.5KQ3 2025OLDER
NATIXIS$28.0B AUM0.15%$42M597.8KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.13%$18M255.9KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.13%$2M33.0KQ1 2026OLDER
M.E. ALLISON & CO., INC.$174M AUM0.13%$223,7572.9KQ2 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.13%$6M91.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.13%$305M4.40MQ1 2026OLDER
FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM0.13%$769,10411.1KQ1 2026OLDER
ANB BANK$247M AUM0.12%$308,7804.4KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.12%$221,7973.2KQ1 2026OLDER
Investmark Advisory Group LLC$234M AUM0.12%$280,4234.0KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.12%$323,7105.4KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.12%$68M986.6KQ1 2026OLDER
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.12%$22M346.5KQ4 2025OLDER
WETZEL INVESTMENT ADVISORS, INC.$252M AUM0.11%$277,6804.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.11%$52M831.5KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.11%$15M214.3KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.11%$700,24111.8KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.11%$15M221.8KQ1 2026OLDER
Retirement Systems of Alabama$30.0B AUM0.11%$32M463.0KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.11%$4M61.6KQ4 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.10%$6M79.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.10%$59M849.5KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.10%$1M22.9KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.10%$111M1.59MQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.10%$447,1897.1KQ4 2025OLDER
PAR CAPITAL MANAGEMENT INC$3.5B AUM0.10%$3M50.0KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.09%$26M417.4KQ4 2025OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.09%$28M409.2KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.09%$439M6.33MQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.09%$13M193.9KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.09%$1M23.1KQ3 2025OLDER
Trexquant Investment LP$13.9B AUM0.09%$10M153.7KQ4 2025OLDER
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.08%$33M471.6KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.08%$4M61.8KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.08%$1M21.0KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.08%$201,1542.9KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.08%$47M670.2KQ1 2026OLDER
One Charles Private Wealth Services, LLC$400M AUM0.08%$324,1654.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.08%$3M48.6KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.08%$36M519.5KQ1 2026OLDER
111 Capital$406M AUM0.08%$362,0945.8KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.08%$6M87.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.08%$3M42.3KQ4 2025OLDER
WEALTH EFFECTS LLC$282M AUM0.08%$211,7913.1KQ1 2026OLDER
Firestone Capital Management$480M AUM0.07%$353,5565.1KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.07%$10M146.0KQ1 2026OLDER
Sagewood Asset Management LP$319M AUM0.07%$227,4893.3KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.07%$78M1.13MQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.07%$189,8513.2KQ3 2025OLDER
FORA Capital, LLC$1.4B AUM0.07%$550,7888.8KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.07%$29M414.2KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.07%$422,4536.7KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.06%$898,98912.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.06%$2M29.7KQ1 2026OLDER
Mystic Asset Management, Inc.$431M AUM0.06%$272,9593.9KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.06%$8M135.7KQ3 2025OLDER
Sivia Capital Partners, LLC$516M AUM0.06%$322,0394.6KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.06%$3M45.8KQ1 2026OLDER
Benin Management CORP$445M AUM0.06%$277,6804.0KQ1 2026OLDER
PenderFund Capital Management Ltd.$639M AUM0.06%$395,6945.7KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.06%$1M18.4KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.06%$242,0673.8KQ4 2025OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.06%$39M561.0KQ1 2026OLDER
Sky Investment Group LLC$583M AUM0.06%$349,5995.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.06%$16M225.3KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.06%$2M27.1KQ1 2026OLDER
Paragon Capital Management Ltd$476M AUM0.06%$279,0964.0KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.06%$3M46.7KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.06%$337,1734.9KQ1 2026OLDER
Boston Partners$95.5B AUM0.06%$54M852.6KQ4 2025OLDER
WEBSTER BANK, N. A.$1.1B AUM0.06%$585,3498.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.06%$49M712.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.05%$357M5.14MQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M37.2KQ4 2025OLDER
Clearbridge Investments, LLC$114.9B AUM0.05%$60M864.0KQ1 2026OLDER
CenterBook Partners LP$1.9B AUM0.05%$1M16.7KQ4 2025OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.05%$18M286.3KQ4 2025OLDER
Frec Markets, Inc.$587M AUM0.05%$290,5234.2KQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.05%$4M61.8KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$522,0878.3KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.05%$242,9483.9KQ4 2025OLDER
Man Group plc$55.1B AUM0.05%$26M376.0KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.05%$2M22.8KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M53.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.05%$1M22.0KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.05%$60M868.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.05%$41M647.1KQ4 2025OLDER
DLD Asset Management, LP$1.1B AUM0.04%$485,1767.0KQ1 2026OLDER
SAGE RHINO CAPITAL LLC$535M AUM0.04%$234,3623.4KQ1 2026OLDER
Platform Technology Partners$519M AUM0.04%$223,0573.2KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$369,3145.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.04%$5M68.3KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.04%$300,3804.3KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.04%$3M48.8KQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM0.04%$242,8124.1KQ3 2025OLDER
Verdence Capital Advisors LLC$1.7B AUM0.04%$665,95710.6KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.04%$5M68.0KQ1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.04%$5M66.5KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.04%$260,4664.4KQ3 2025OLDER
UNION SAVINGS BANK$228M AUM0.04%$87,3301.3KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.04%$3M36.1KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.04%$8M116.2KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.04%$80M1.17MQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.04%$5M84.3KQ4 2025OLDER
Twin Tree Management, LP$4.7B AUM0.04%$4M64.6KQ4 2025OLDER
Curi Capital, LLC$5.6B AUM0.04%$2M28.6KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.03%$33M479.9KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.03%$50,981810Q4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.03%$28M406.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.03%$78M1.12MQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.03%$824,98711.9KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.03%$2M31.0KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$3M39.8KQ4 2025OLDER
COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM0.03%$641,25610.8KQ3 2025OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.03%$2M33.1KQ1 2026OLDER
HANCOCK WHITNEY CORP$5.8B AUM0.03%$2M23.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.03%$196M2.83MQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.03%$327,3854.7KQ1 2026OLDER
Curat Global, LLC$102M AUM0.03%$29,504425Q1 2026OLDER
Prana Capital Management, LP$3.3B AUM0.03%$789,89712.6KQ4 2025OLDER
E Fund Management (Hong Kong) Co., Ltd.$220M AUM0.03%$83,6221.3KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.03%$6M79.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$28M404.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.03%$527M7.58MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.03%$33M469.0KQ1 2026OLDER
Everhart Financial Group, Inc.$1.6B AUM0.03%$428,9455.6KQ2 2026
Counterpoint Mutual Funds LLC$666M AUM0.03%$342,2565.8KQ3 2025OLDER
WPG Advisers, LLC$136M AUM0.03%$36,168521Q1 2026OLDER
Kestra Investment Management, LLC$5.8B AUM0.03%$2M22.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.03%$81M1.29MQ1 2026OLDER
71 West Capital Partners$2.3B AUM0.03%$583,6148.4KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.03%$4M62.9KQ1 2026OLDER
First Eagle Investment Management, LLC$59.0B AUM0.03%$14M227.3KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$789,69211.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$211M3.03MQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.02%$260,9464.1KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.02%$624,8499.0KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.02%$3M45.6KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.02%$44M637.6KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.02%$5M73.9KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.02%$773,67610.1KQ2 2026
OSSIAM$5.7B AUM0.02%$2M27.5KQ3 2025OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.02%$618,6028.9KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$63,2001.2KQ1 2026OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.02%$363,5535.2KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.02%$2M27.6KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$2M22.1KQ1 2026OLDER
Fragasso Financial Advisors Inc$1.9B AUM0.02%$378,6615.0KQ2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.02%$29,066489Q3 2025OLDER
Medallion Wealth Advisors, LLC$306M AUM0.02%$61,159881Q1 2026OLDER
Polar Capital Holdings Plc$28.2B AUM0.02%$5M81.2KQ4 2025OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.02%$219,9233.2KQ1 2026OLDER
Hilltop National Bank$468M AUM0.02%$81,2561.3KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.02%$4M69.0KQ3 2025OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.02%$217,2063.5KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.02%$5M68.8KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M28.8KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.02%$289,2595.0KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.02%$540,9207.8KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.02%$211,6832.8KQ2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.02%$259M3.73MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.02%$2M27.4KQ4 2025OLDER
Central Pacific Bank - Trust Division$984M AUM0.02%$152,4412.4KQ4 2025OLDER
LRI Investments, LLC$1.1B AUM0.02%$210,5513.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.02%$5M67.3KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.02%$76M1.10MQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.02%$1M15.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.02%$1.0B14.94MQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.02%$10M138.9KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$1M21.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.02%$3M44.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M26.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.02%$69M1.00MQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.02%$25M356.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$169,5242.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.02%$95M1.37MQ1 2026OLDER
Voleon Capital Management LP$4.6B AUM0.02%$809,43711.7KQ1 2026OLDER
Wedmont Private Capital$3.1B AUM0.02%$536,5887.5KQ1 2026OLDER
Trust Point Inc.$1.2B AUM0.02%$202,2092.6KQ2 2026
GAMMA Investing LLC$2.7B AUM0.02%$459,2846.0KQ2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.02%$33M488.9KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.02%$298,7144.3KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.02%$62,478900Q1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.02%$5M67.3KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.02%$45M717.4KQ4 2025OLDER
State of Wyoming$844M AUM0.02%$129,8151.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$4M60.7KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.02%$1.0B16.50MQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.01%$162,0252.6KQ4 2025OLDER
North Dakota State Investment Board$2.3B AUM0.01%$332,5224.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$415M5.98MQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$3M40.4KQ1 2026OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$3M38.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$13M192.7KQ1 2026OLDER
JB Capital LLC$2.5B AUM0.01%$348,5115.0KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$23M327.4KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$642,7609.3KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.01%$25,061361Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$220M3.17MQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$18,952248Q2 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$25M359.8KQ1 2026OLDER
Venturi Wealth Management, LLC$2.2B AUM0.01%$292,6754.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$8M112.3KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$98M1.41MQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$825,61211.9KQ1 2026OLDER
Meiji Yasuda Asset Management Co Ltd.$2.0B AUM0.01%$258,2423.7KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.01%$400,1275.5KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$22M319.1KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$1M18.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$504M7.26MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$76M1.10MQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$399,8235.8KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$739,94410.7KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$483,6507.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$78M1.13MQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$256,1183.7KQ1 2026OLDER
TCI Wealth Advisors, Inc.$1.9B AUM0.01%$221,1733.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$324,8784.8KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$535,3179.0KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$571,3968.2KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.01%$3M48.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$10M149.3KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.01%$301,1444.3KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.01%$347,1005.0KQ1 2026OLDER
Capital International, Inc./CA/$13.0B AUM0.01%$1M21.9KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$412,6325.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M39.6KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$1M18.8KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$39M561.3KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.01%$61,060799Q2 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M46.6KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$574,5208.3KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.01%$158,2412.3KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$722,03710.4KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.01%$6M92.4KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$3M37.1KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.01%$27M389.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.01%$4M55.0KQ1 2026OLDER
CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM0.01%$583,5458.4KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$5M65.4KQ1 2026OLDER
United Financial Planning Group LLC$169M AUM0.01%$16,661240Q1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M19.9KQ1 2026OLDER
Circle Wealth Management, LLC$7.0B AUM0.01%$678,2339.8KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$401,2496.8KQ3 2025OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.01%$583,5809.3KQ4 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.01%$5M75.5KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$257,3403.7KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.01%$11M151.4KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$129,2101.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$639,72210.2KQ4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.01%$268,8643.9KQ1 2026OLDER
Meeder Advisory Services, Inc.$2.4B AUM0.01%$209,8573.0KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$504,5457.3KQ1 2026OLDER
Rise Advisors, LLC$284M AUM0.01%$24,221407Q3 2025OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$5M71.5KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$5M73.0KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.01%$30,357437Q1 2026OLDER
Community Bank, N.A.$840M AUM0.01%$69,4871.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.01%$3M40.3KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.01%$81,3871.1KQ2 2026
Creative Planning$147.4B AUM0.01%$12M171.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$483,9967.0KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.01%$523,4287.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$6M82.0KQ1 2026OLDER
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$362,5815.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$150M2.16MQ1 2026OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.01%$97,4001.4KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$142,6852.3KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$4M60.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$14M201.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$244,8443.5KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$206,3173.3KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.01%$649,4369.4KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.01%$17,841257Q1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M23.0KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M21.3KQ1 2026OLDER
GATEWAY INVESTMENT ADVISERS LLC$9.0B AUM0.01%$657,2289.5KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$5M74.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$119M1.88MQ1 2026OLDER
Evercore Wealth Management, LLC$6.4B AUM0.01%$431,9316.2KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.01%$23,464338Q1 2026OLDER
CHOREO, LLC$8.1B AUM0.01%$528,9867.6KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.01%$14,111203Q1 2026OLDER
Amundi$367.1B AUM0.01%$24M339.3KQ1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$394,5835.7KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M19.1KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M53.7KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$3M70.2KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$945,09615.9KQ3 2025OLDER
Blackstone Inc.$25.6B AUM0.01%$2M22.5KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$1M20.9KQ1 2026OLDER
Utah Retirement Systems$9.8B AUM0.01%$590,8348.5KQ1 2026OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$266,8264.2KQ4 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$16,661240Q1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.01%$480,3706.9KQ1 2026OLDER
BECK MACK & OLIVER LLC$4.8B AUM0.01%$283,9974.1KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$326,9105.2KQ4 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.01%$28M396.9KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$763,38111.0KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$496,4497.9KQ4 2025OLDER
Forum Financial Management, LP$7.1B AUM0.01%$433,2166.9KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.01%$3M58.1KQ3 2025OLDER
Sachetta, LLC$184M AUM0.01%$10,136146Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.01%$72,6131.0KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$246,2213.9KQ4 2025OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.01%$507,6607.3KQ1 2026OLDER
Ballentine Partners, LLC$7.2B AUM0.01%$362,0255.2KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$256,4814.1KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.01%$1M14.9KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$65,601945Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$6M82.4KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$616,3358.9KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.00%$200,9512.9KQ1 2026OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$7,608128Q3 2025OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.00%$219,4373.2KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$966,88213.9KQ1 2026OLDER
Douglass Winthrop Advisors, LLC$5.5B AUM0.00%$256,8543.7KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.00%$298,5064.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M17.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$59,216853Q1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$39,083563Q1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$25M394.5KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$93,9951.4KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$801,93111.6KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.00%$220,9643.2KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$664,1809.6KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$3M43.8KQ1 2026OLDER
V-Square Quantitative Management LLC$946M AUM0.00%$40,472583Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$8M118.2KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$6M100.0KQ3 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$15,620225Q1 2026OLDER
XTX Topco Ltd$5.8B AUM0.00%$231,4463.3KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.00%$6,62495Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$457,9066.6KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$341,0594.9KQ1 2026OLDER
Quarry LP$558M AUM0.00%$24,232385Q4 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$6M90.3KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$217,6353.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M45.8KQ1 2026OLDER
GREENLEAF TRUST$10.2B AUM0.00%$374,2435.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$6,986111Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$19M275.4KQ2 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$640,9719.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$7M106.8KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$484,8997.0KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$15M216.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M33.7KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$713,00210.3KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$3M47.5KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.00%$238,5973.4KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$81,3601.2KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.00%$47,553685Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$4M52.6KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$205,5083.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$14M204.1KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$292,2104.2KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$158,2762.3KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$180,0062.6KQ2 2026
EP Wealth Advisors, LLC$20.3B AUM0.00%$655,8119.4KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$47,345682Q1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M18.7KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.00%$4,87482Q3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$11,038159Q1 2026OLDER
OP Asset Management Ltd$8.4B AUM0.00%$233,6333.7KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M37.5KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$12,011173Q1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$471,6097.5KQ4 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$12,777203Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$2M34.8KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$2M21.7KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$15,620225Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$259,4614.1KQ4 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$9,025130Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$47,553685Q1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$8,937142Q4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$5M65.3KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M54.9KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$674,4859.7KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$390,6345.6KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$2M29.0KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$280,2134.0KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$7,948104Q2 2026
Bravera Wealth$222M AUM0.00%$5,27676Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$9M124.3KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M20.2KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$207,3153.0KQ1 2026OLDER
Bangor Savings Bank$1.4B AUM0.00%$30,568400Q2 2026
Millstone Evans Group, LLC$167M AUM0.00%$3,67953Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2,63838Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M21.5KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$4,30662Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$560,3478.1KQ1 2026OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$422,6976.1KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$49,345784Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$742,67910.7KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$262,8943.8KQ1 2026OLDER

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