SEC 13F Intelligence

WFRDWEATHERFORD INTL PLC

CUSIP G48833118 · Yahoo Finance ↗ · Google Finance ↗

Weatherford Intl PLC (WFRD) has 429 institutional holders in Filings Flow’s 13F database, together reporting 72.26M shares worth $6.8B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Portfolio Management LLC.

Institutional Holders
429
Q1 2026
Reported Value
$6.8B
Ticker
WFRD
Quarters Tracked
26

Ownership Trend

Institutional holders
Q4 ’19: 5Q4 ’19Q1 ’20: 4Q2 ’20: 5Q3 ’20: 4Q4 ’20: 5Q4 ’20Q1 ’21: 4Q2 ’21: 40Q3 ’21: 59Q4 ’21: 78Q4 ’21Q1 ’22: 105Q2 ’22: 118Q3 ’22: 126Q4 ’22: 190Q4 ’22Q1 ’23: 203Q2 ’23: 226Q3 ’23: 289Q4 ’23: 311Q4 ’23Q1 ’24: 342Q2 ’24: 387Q3 ’24: 361Q4 ’24: 345Q4 ’24Q1 ’25: 333Q2 ’25: 338Q3 ’25: 336Q4 ’25: 394Q4 ’25Q1 ’26: 429filingsflow.com
Total reported value
Q4 ’19: $2MQ4 ’19Q1 ’20: $441,000Q2 ’20: $199,000Q3 ’20: $143,000Q4 ’20: $437,000Q4 ’20Q1 ’21: $935,000Q2 ’21: $896MQ3 ’21: $1.1BQ4 ’21: $1.5BQ4 ’21Q1 ’22: $1.8BQ2 ’22: $1.1BQ3 ’22: $1.7BQ4 ’22: $2.3BQ4 ’22Q1 ’23: $2.8BQ2 ’23: $3.1BQ3 ’23: $4.1BQ4 ’23: $5.4BQ4 ’23Q1 ’24: $6.3BQ2 ’24: $6.7BQ3 ’24: $4.1BQ4 ’24: $3.8BQ4 ’24Q1 ’25: $3.2BQ2 ’25: $3.5BQ3 ’25: $5.0BQ4 ’25: $5.7BQ4 ’25Q1 ’26: $6.8Bfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ATLANTIC INVESTMENT MANAGEMENT, INC.$172M AUM11.69%$20M212.2KQ1 2026
Webs Creek Capital Management LP$578M AUM9.27%$54M566.0KQ1 2026
Sachem Head Capital Management LP$4.2B AUM5.75%$239M2.52MQ1 2026
Summit Street Capital Management, LLC$707M AUM4.75%$34M355.3KQ1 2026
Sourcerock Group LLC$2.5B AUM3.39%$50M729.3KQ3 2025OLDER
Oceanic Investment Management LTD$118M AUM2.81%$3M35.1KQ1 2026
Truxt Investmentos Ltda.$156M AUM2.56%$4M42.1KQ1 2026
Encompass Capital Advisors LLC$3.3B AUM1.91%$47M599.3KQ4 2025OLDER
Tejara Capital Ltd$303M AUM1.80%$4M77.3KQ2 2025OLDER
Penn Capital Management Company, LLC$1.3B AUM1.75%$23M238.0KQ1 2026
Turas Capital Management LP$392M AUM1.50%$4M57.3KQ4 2025OLDER
Sagefield Capital LP$1.4B AUM1.28%$18M188.2KQ1 2026
GeoSphere Capital Management, LLC$229M AUM1.09%$3M42.5KQ4 2025OLDER
Stanley-Laman Group, Ltd.$814M AUM0.89%$7M76.9KQ1 2026
Old West Investment Management, LLC$923M AUM0.85%$8M82.9KQ1 2026
DEPRINCE RACE & ZOLLO INC$5.3B AUM0.81%$42M537.9KQ4 2025OLDER
SummerHaven Investment Management, LLC$163M AUM0.79%$1M13.6KQ1 2026
Dockside LLC$397M AUM0.77%$3M32.4KQ1 2026
Yaupon Capital Management LP$3.2B AUM0.75%$21M266.5KQ4 2025OLDER
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.74%$108M1.38MQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.71%$69M725.5KQ1 2026
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.69%$205M2.17MQ1 2026
Canoe Financial LP$7.3B AUM0.68%$50M529.2KQ1 2026
Avos Capital Management, LLC$253M AUM0.68%$1M21.3KQ3 2025OLDER
Insight Wealth Strategies, LLC$896M AUM0.64%$6M60.2KQ1 2026
Lisanti Capital Growth, LLC$397M AUM0.59%$2M25.0KQ1 2026
WEST MICHIGAN ADVISORS, LLC$455M AUM0.58%$3M28.0KQ1 2026
Arbiter Partners Capital Management LLC$175M AUM0.54%$945,80010.0KQ1 2026
Dorsey Wright & Associates$807M AUM0.53%$4M44.9KQ1 2026
SIR Capital Management, L.P.$1.1B AUM0.50%$5M58.2KQ4 2025OLDER
Michels Family Financial, LLC$139M AUM0.46%$643,9956.8KQ1 2026
De Lisle Partners LLP$836M AUM0.45%$4M39.7KQ1 2026
DME Capital Management, LP$3.2B AUM0.43%$14M145.7KQ1 2026
LEUTHOLD GROUP, LLC$939M AUM0.41%$4M40.7KQ1 2026
Pureheart Capital Pte Ltd.$459M AUM0.33%$3M43.0KQ3 2025OLDER
Alessandra Capital Management, LLC$113M AUM0.31%$350,9194.5KQ1 2026
Oliver Luxxe Assets LLC$680M AUM0.31%$2M22.0KQ1 2026
Militia Capital Partners, LP$263M AUM0.30%$782,60010.0KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.28%$7M100.6KQ3 2025OLDER
Manatuck Hill Partners, LLC$370M AUM0.26%$945,80010.0KQ1 2026
WEDGE CAPITAL MANAGEMENT L L P/NC$5.4B AUM0.25%$13M142.2KQ1 2026
Oak Thistle LLC$1.0B AUM0.24%$2M21.6KQ4 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.23%$76M804.6KQ1 2026
New Age Alpha Advisors, LLC$2.1B AUM0.23%$5M51.7KQ1 2026
Lombard Odier Asset Management (USA) Corp$957M AUM0.21%$2M29.5KQ4 2025OLDER
Militia Capital Management LLC$454M AUM0.21%$945,80010.0KQ1 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM0.19%$2M20.6KQ1 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.18%$55M579.9KQ1 2026
iSAM Funds (UK) Ltd$203M AUM0.17%$474,4906.1KQ4 2025OLDER
GSA CAPITAL PARTNERS LLP$1.6B AUM0.17%$3M28.8KQ1 2026
FEDERATED HERMES, INC.$61.5B AUM0.17%$104M1.10MQ1 2026
Spire Wealth Management$3.3B AUM0.17%$5M51.3KQ1 2026
Gallacher Capital Management LLC$261M AUM0.16%$421,7245.4KQ4 2025OLDER
1858 WEALTH MANAGEMENT, LLC$142M AUM0.16%$216,9374.3KQ2 2025OLDER
Glenorchy Capital Ltd$1.7B AUM0.15%$3M27.6KQ1 2026
CX Institutional$3.5B AUM0.15%$5M52.5KQ1 2026
Barnes Dennig Private Wealth Management LLC$101M AUM0.15%$152,9361.6KQ1 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.15%$2M34.4KQ3 2025OLDER
COOKE & BIELER LP$8.8B AUM0.14%$12M129.0KQ1 2026
Fortis Capital Advisors, LLC$763M AUM0.14%$1M11.1KQ1 2026
CastleKnight Management LP$6.0B AUM0.13%$5M94.0KQ2 2025OLDER
XTX Topco Ltd$5.8B AUM0.13%$8M80.7KQ1 2026
Knights of Columbus Asset Advisors LLC$1.8B AUM0.13%$2M24.3KQ1 2026
Atom Investors LP$1.4B AUM0.13%$2M18.9KQ1 2026
Point72 Europe (London) LLP$2.0B AUM0.13%$3M38.1KQ3 2025OLDER
Mattson Financial Services, LLC$419M AUM0.12%$516,5965.5KQ1 2026
Alyeska Investment Group, L.P.$35.4B AUM0.12%$43M458.3KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.12%$167M1.76MQ1 2026
Strategic Global Advisors, LLC$625M AUM0.12%$727,08014.5KQ2 2025OLDER
Vest Financial, LLC$8.3B AUM0.12%$10M104.2KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$624,2596.7KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.11%$77M810.5KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.10%$20M211.8KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.10%$187M1.97MQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.10%$128M1.35MQ1 2026
Trexquant Investment LP$13.9B AUM0.10%$13M140.0KQ1 2026
Legacy Capital Group California, Inc.$263M AUM0.09%$378,6224.8KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.09%$9M111.1KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.09%$3M26.5KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.09%$5M48.4KQ1 2026
INCEPTIONR LLC$415M AUM0.09%$357,5123.8KQ1 2026
T. Rowe Price Investment Management, Inc.$145.2B AUM0.08%$119M1.26MQ1 2026
Bridgefront Capital, LLC$402M AUM0.08%$272,6944.0KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.08%$33M349.7KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.08%$489,6415.2KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.08%$2M23.2KQ1 2026
Crossmark Global Holdings, Inc.$6.8B AUM0.07%$5M49.9KQ1 2026
Cynosure Group, LLC$800M AUM0.07%$1M17.9KQ3 2025OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.07%$472,9005.0KQ1 2026
Impact Partnership Wealth, LLC$810M AUM0.07%$531,8975.6KQ1 2026
CenterBook Partners LP$1.9B AUM0.06%$1M12.6KQ1 2026
South Dakota Investment Council$5.2B AUM0.06%$3M34.9KQ1 2026
Dana Investment Advisors, Inc.$3.4B AUM0.06%$2M21.9KQ1 2026
Fieldview Capital Management, LLC$343M AUM0.06%$211,3862.2KQ1 2026
Monaco Asset Management SAM$542M AUM0.06%$992,23514.5KQ3 2025OLDER
CHILDRESS CAPITAL ADVISORS, LLC$555M AUM0.06%$327,4363.5KQ1 2026
Outlook Wealth Advisors, LLC$413M AUM0.06%$226,4924.5KQ2 2025OLDER
State of Wyoming$844M AUM0.06%$491,2495.2KQ1 2026
Legacy Wealth Asset Management, LLC$456M AUM0.06%$239,1932.5KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.06%$13M137.0KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.06%$5M48.8KQ1 2026
Vident Advisory, LLC$11.7B AUM0.06%$7M70.9KQ1 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.06%$4M50.0KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.05%$84M886.7KQ1 2026
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.05%$896,3349.5KQ1 2026
Alberta Investment Management Corp$16.7B AUM0.05%$8M89.1KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.05%$495,3155.2KQ1 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.05%$16M170.7KQ1 2026
State of Alaska, Department of Revenue$9.2B AUM0.05%$4M47.5KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.05%$37M393.0KQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.05%$506,3426.5KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.05%$4M64.6KQ3 2025OLDER
Boston Partners$95.5B AUM0.05%$43M455.1KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.04%$40M418.0KQ1 2026
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.04%$377M3.98MQ1 2026
United Capital Management of KS, Inc.$660M AUM0.04%$283,7403.0KQ1 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD$3.3B AUM0.04%$1M14.3KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$96M1.01MQ1 2026
Csenge Advisory Group$2.2B AUM0.04%$852,7649.0KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$504,5845.3KQ1 2026
Belpointe Asset Management LLC$2.7B AUM0.04%$1M11.1KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.04%$1M13.2KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.04%$1M13.5KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$271,1713.5KQ4 2025OLDER
Caption Management, LLC$17.1B AUM0.04%$6M67.0KQ1 2026
Jaffetilchin Investment Partners, LLC$1.7B AUM0.04%$620,6536.6KQ1 2026
GLOBEFLEX CAPITAL L P$661M AUM0.04%$237,1122.5KQ1 2026
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M20.8KQ1 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.03%$992,25912.7KQ4 2025OLDER
Weiss Asset Management LP$5.9B AUM0.03%$3M58.1KQ2 2025OLDER
AllSquare Wealth Management LLC$189M AUM0.03%$60,0701.2KQ2 2025OLDER
Headlands Technologies LLC$878M AUM0.03%$291,6853.1KQ1 2026
Capital Research Global Investors$644.6B AUM0.03%$214M2.26MQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.03%$810,69516.1KQ2 2025OLDER
Diversified Trust Co$5.4B AUM0.03%$2M18.4KQ1 2026
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.03%$17M250.3KQ3 2025OLDER
Gradient Investments LLC$7.2B AUM0.03%$2M21.7KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.03%$862,9489.1KQ1 2026
Ilex Capital Partners (UK) LLP$4.1B AUM0.03%$954,38119.0KQ2 2025OLDER
Entropy Technologies, LP$2.2B AUM0.03%$683,7197.2KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.03%$7M79.3KQ1 2026
180 WEALTH ADVISORS, LLC$997M AUM0.03%$273,1472.9KQ1 2026
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.03%$378,0004.0KQ1 2026
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.03%$422,7758.3KQ4 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.03%$24M256.0KQ1 2026
Pilgrim Partners Asia Pte Ltd$246M AUM0.03%$65,693960Q3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$21M219.1KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.03%$27M283.5KQ1 2026
Byrne Asset Management LLC$185M AUM0.03%$42,864852Q2 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.03%$134M1.42MQ1 2026
Retirement Systems of Alabama$30.0B AUM0.03%$8M87.9KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.03%$12M127.3KQ1 2026
Vestcor Inc$3.6B AUM0.03%$976,00010.3KQ1 2026
HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM0.03%$507,6115.4KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.03%$227M2.39MQ1 2026
AMALGAMATED BANK$13.1B AUM0.03%$3M34.8KQ1 2026
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.03%$162,1882.4KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M30.8KQ1 2026
Walleye Trading LLC$60.0B AUM0.02%$15M157.0KQ1 2026
Concentric Capital Strategies, LP$1.2B AUM0.02%$292,4413.1KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M26.4KQ1 2026
Ethic Inc.$6.4B AUM0.02%$2M16.4KQ1 2026
Hara Capital LLC$200M AUM0.02%$48,709515Q1 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.02%$14M145.6KQ1 2026
INTRUST BANK NA$1.2B AUM0.02%$286,5773.0KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M21.0KQ1 2026
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.02%$3M29.8KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.02%$30,488606Q2 2025OLDER
Invesco Ltd.$653.3B AUM0.02%$140M1.48MQ1 2026
Advisory Services Network, LLC$7.5B AUM0.02%$2M17.0KQ1 2026
Emerald Investment Advisers, LLC$1.1B AUM0.02%$235,2202.5KQ1 2026
Applied Finance Capital Management, LLC$1.3B AUM0.02%$279,0113.0KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M54.8KQ1 2026
Baird Financial Group, Inc.$64.0B AUM0.02%$13M139.9KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$40,716595Q3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$9M94.0KQ1 2026
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$499,9505.3KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$379M4.00MQ1 2026
PRAXIS INVESTMENT MANAGEMENT INC$1.6B AUM0.02%$322,0003.4KQ1 2026
Capital World Investors$732.9B AUM0.02%$142M1.50MQ1 2026
ALLIANZ SE$9.0B AUM0.02%$2M18.5KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M20.9KQ1 2026
American Trust$1.1B AUM0.02%$217,9122.3KQ1 2026
Abacus Wealth Partners, LLC$1.1B AUM0.02%$208,8332.2KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.02%$663,5678.5KQ4 2025OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.02%$23,645250Q1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M14.7KQ1 2026
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$266,8102.8KQ1 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.02%$3M35.4KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.02%$6M58.9KQ1 2026
FMR LLC$1.90T AUM0.02%$337M3.57MQ1 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$12.9B AUM0.02%$2M22.1KQ1 2026
Harvest Fund Management Co., Ltd$2.4B AUM0.02%$367,0003.9KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.02%$18M189.4KQ1 2026
LOOMIS SAYLES & CO L P$74.3B AUM0.02%$11M118.9KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.02%$17M212.1KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.02%$7M75.3KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$9M112.0KQ4 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$1M11.9KQ1 2026
DRW Securities, LLC$7.2B AUM0.01%$1M10.9KQ1 2026
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.01%$528,0405.6KQ1 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$1M13.1KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$75M794.7KQ1 2026
ALLSTATE CORP$9.4B AUM0.01%$1M13.2KQ1 2026
BlackRock, Inc.$5.72T AUM0.01%$754M7.98MQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.01%$14M149.9KQ1 2026
BROWN ADVISORY INC$60.9B AUM0.01%$8M83.7KQ1 2026
Dakota Wealth Management$4.6B AUM0.01%$600,5836.3KQ1 2026
Quarry LP$558M AUM0.01%$82,0161.0KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.01%$10M109.4KQ1 2026
Brooklyn Investment Group$3.2B AUM0.01%$391,6564.1KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.01%$621,7867.9KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M38.0KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$26M278.7KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$78M823.7KQ1 2026
Cornerstone Financial Management LLC$109M AUM0.01%$12,863136Q1 2026
Freestone Grove Partners LP$14.2B AUM0.01%$2M17.6KQ1 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM$49.2B AUM0.01%$6M61.0KQ1 2026
Clearbridge Investments, LLC$114.9B AUM0.01%$13M139.3KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$19M196.8KQ1 2026
F/m Investments LLC$1.5B AUM0.01%$290,3453.7KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$656,0076.9KQ1 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.01%$846,4918.9KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$2M19.7KQ1 2026
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$727,7937.7KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$42M445.7KQ1 2026
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.01%$4M43.7KQ1 2026
Interval Partners, LP$3.8B AUM0.01%$401,3984.2KQ1 2026
STEPHENS INC /AR/$8.0B AUM0.01%$817,32811.9KQ3 2025OLDER
ALGERT GLOBAL LLC$6.6B AUM0.01%$491,0009.8KQ2 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$533,5265.6KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M27.6KQ1 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$16M171.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$62M651.3KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$8M80.6KQ1 2026
HRT FINANCIAL LP$40.1B AUM0.01%$3M39.6KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$127,6841.4KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M66.0KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$156M1.65MQ1 2026
Signature Equity Partners, LLC$186M AUM0.01%$17,911189Q1 2026
FRED ALGER MANAGEMENT, LLC$22.8B AUM0.01%$2M42.1KQ2 2025OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$286,8613.0KQ1 2026
ING GROEP NV$16.4B AUM0.01%$2M30.7KQ2 2025OLDER
MAVERICK CAPITAL LTD$8.7B AUM0.01%$620,52412.3KQ2 2025OLDER
Truvestments Capital LLC$554M AUM0.01%$51,641546Q1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$4M39.8KQ1 2026
Treasurer of the State of North Carolina$31.8B AUM0.01%$3M30.1KQ1 2026
GAMMA Investing LLC$2.7B AUM0.01%$190,1062.0KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M18.0KQ1 2026
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$2M17.3KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$596M7.61MQ4 2025OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M21.5KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$323,3693.4KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M83.6KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.01%$461,8344.9KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$380,6854.0KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$15M160.2KQ1 2026
STATE STREET CORP$2.90T AUM0.01%$233M2.46MQ1 2026
Swiss National Bank$173.8B AUM0.01%$13M141.7KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.01%$537,4045.7KQ1 2026
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.01%$365,5523.9KQ1 2026
LMR Partners LLP$45.4B AUM0.01%$3M36.3KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.01%$7M76.8KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$305M3.23MQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$1M12.4KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$3M41.4KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$75,286796Q1 2026
Rokos Capital Management LLP$13.2B AUM0.01%$976,25510.3KQ1 2026
Nuveen, LLC$369.3B AUM0.01%$27M284.5KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$55M582.4KQ1 2026
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$213,8452.3KQ1 2026
Callan Family Office, LLC$4.4B AUM0.01%$312,6813.3KQ1 2026
Jump Financial, LLC$7.5B AUM0.01%$529,2705.6KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.01%$203,6312.2KQ1 2026
Essential Partners LLC$250M AUM0.01%$16,401326Q1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$52,965560Q1 2026
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$35M369.0KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$4M41.6KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M30.6KQ1 2026
Covestor Ltd$144M AUM0.01%$9,00095Q1 2026
Quantinno Capital Management LP$59.9B AUM0.01%$4M38.9KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.01%$5M106.7KQ2 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$3M34.1KQ1 2026
XPONANCE LLC$14.1B AUM0.01%$840,6278.9KQ1 2026
Voleon Capital Management LP$4.6B AUM0.01%$274,4712.9KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M15.8KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$18M192.8KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M73.5KQ1 2026
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.01%$22,132234Q1 2026
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.01%$55,704589Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M14.1KQ1 2026
Plato Investment Management Ltd$1.5B AUM0.01%$76,465808Q1 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.01%$229,8292.4KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$3M34.7KQ1 2026
Rise Advisors, LLC$284M AUM0.00%$13,679200Q3 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$393,6374.2KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M17.6KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M57.9KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$14M144.9KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M27.5KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$17M175.7KQ1 2026
AMERIFLEX GROUP, INC.$198M AUM0.00%$8,70192Q1 2026
Rakuten Securities, Inc.$241M AUM0.00%$10,404110Q1 2026
Empowered Funds, LLC$15.7B AUM0.00%$673,6947.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$29M302.5KQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$3M50.0KQ2 2025OLDER
Point72 Hong Kong Ltd$2.2B AUM0.00%$64,8691.3KQ2 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$553,9408.1KQ3 2025OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$9,422187Q2 2025OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$2M15.9KQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M46.5KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$290,2663.1KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$1M11.5KQ1 2026
Utah Retirement Systems$9.8B AUM0.00%$359,4043.8KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$8M89.3KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$207,3192.2KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$505,6245.3KQ1 2026
Matrix Trust Co$690M AUM0.00%$21,000223Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$297,1703.1KQ1 2026
Fortitude Family Office, LLC$448M AUM0.00%$15,133160Q1 2026
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$29,225309Q1 2026
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$219,0002.3KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.00%$478,2915.1KQ1 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$532,3915.6KQ1 2026
Godfrey Financial Associates, Inc.$117M AUM0.00%$3,78340Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15M163.5KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$6M67.3KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$42M442.1KQ1 2026
Point72 (DIFC) Ltd$1.5B AUM0.00%$80,6231.6KQ2 2025OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.00%$11,571230Q1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.00%$2M16.2KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$48M608.4KQ1 2026
Oakworth Capital, Inc.$1.9B AUM0.00%$53,249563Q1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.00%$4M55.2KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$11M118.8KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$88,433935Q1 2026
Pacer Advisors, Inc.$35.6B AUM0.00%$1M13.0KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$232,4852.5KQ1 2026
ALPS ADVISORS INC$21.3B AUM0.00%$540,9985.7KQ1 2026
Smithfield Trust Co$2.3B AUM0.00%$53,0001.0KQ2 2025OLDER
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$634,0006.7KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$633,5158.1KQ4 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$201,4412.6KQ4 2025OLDER
Magnetar Financial LLC$9.8B AUM0.00%$252,0753.2KQ4 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$2M24.8KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$453,0524.8KQ1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$50,575537Q1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$477,5436.1KQ4 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$923,00018.3KQ2 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$33,387353Q1 2026
NOMURA HOLDINGS INC$37.7B AUM0.00%$892,4579.4KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M14.3KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$910,0009.6KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$10M105.4KQ1 2026
Kilter Group LLC$232M AUM0.00%$5,20255Q1 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM0.00%$7M69.9KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.00%$225,4102.9KQ4 2025OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$8,22987Q1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4M42.5KQ1 2026
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$27,419545Q2 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M84.3KQ1 2026
Jain Global LLC$24.2B AUM0.00%$507,7055.4KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$420,1244.4KQ1 2026
NBC SECURITIES, INC.$1.3B AUM0.00%$26,860284Q1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$506,0035.3KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$232,6102.5KQ1 2026
Johnson Financial Group, Inc.$2.8B AUM0.00%$52,281764Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$741,9807.8KQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$522,7455.5KQ1 2026
Man Group plc$55.1B AUM0.00%$1M11.0KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$333,8683.5KQ1 2026
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$313,0404.0KQ4 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$969,91810.3KQ1 2026
Clearstead Trust, LLC$613M AUM0.00%$11,350120Q1 2026
Sachetta, LLC$184M AUM0.00%$3,40536Q1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M15.9KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M13.8KQ1 2026
NATIXIS ADVISORS, LLC$71.9B AUM0.00%$1M13.4KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$2M22.8KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$234,7792.5KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$7M74.3KQ1 2026
UMB Bank, n.a.$7.2B AUM0.00%$121,7241.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$7M77.6KQ1 2026
WPG Advisers, LLC$136M AUM0.00%$2,27024Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$25M271.3KQ1 2026
GABELLI FUNDS LLC$14.8B AUM0.00%$225,8193.3KQ3 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$4,25745Q1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$16,962178Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$97,2281.0KQ1 2026
REAP Financial Group, LLC$507M AUM0.00%$6,843100Q3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$156,0561.7KQ1 2026
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M32.4KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$13M135.2KQ1 2026
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$328,6663.5KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$1M13.9KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$963,79210.2KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$49,938528Q1 2026
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.00%$2,11327Q4 2025OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$25,347268Q1 2026
Creative Planning$147.4B AUM0.00%$2M20.2KQ1 2026
Capital Advisors, Ltd. LLC$880M AUM0.00%$11,000118Q1 2026
DnB Asset Management AS$28.0B AUM0.00%$335,0973.5KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M11.8KQ1 2026
Richard W. Paul & Associates, LLC$297M AUM0.00%$3,22064Q2 2025OLDER
Bare Financial Services, Inc$378M AUM0.00%$4,35146Q1 2026
Ensign Peak Advisors, Inc$53.7B AUM0.00%$609,1906.4KQ1 2026
US BANCORP \DE\$82.4B AUM0.00%$927,1689.8KQ1 2026
Mariner, LLC$85.7B AUM0.00%$940,74612.0KQ4 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$5,67560Q1 2026
Pineridge Advisors LLC$350M AUM0.00%$2,97959Q2 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$23,267246Q1 2026
Horizon Investments, LLC$8.9B AUM0.00%$94,9061.0KQ1 2026
Rossby Financial, LCC$489M AUM0.00%$5,18055Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M60.3KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$332,7494.3KQ4 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$766,0009.8KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$205,2903.0KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$8M79.4KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$898,0379.5KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$10,593112Q1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$8,89194Q1 2026
Investors Portfolio Services LLC$108M AUM0.00%$9769Q1 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$1M12.1KQ1 2026
Keating Financial Advisory Services, Inc.$619M AUM0.00%$5,29656Q1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$419,3764.4KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$224,1552.4KQ1 2026
Larson Financial Group LLC$3.1B AUM0.00%$23,550249Q1 2026
Banque Cantonale Vaudoise$2.7B AUM0.00%$19,000204Q1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$494,2425.2KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$44,960475Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$24,558259Q1 2026
Cromwell Holdings LLC$223M AUM0.00%$1,23013Q1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$166,8502.1KQ4 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$94,9581.0KQ1 2026
CVA Family Office, LLC$950M AUM0.00%$6,14865Q1 2026
STRS OHIO$25.2B AUM0.00%$159,1781.7KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$2,27024Q1 2026
Smartleaf Asset Management LLC$2.8B AUM0.00%$17,413188Q1 2026
Bruce G. Allen Investments, LLC$153M AUM0.00%$94610Q1 2026
Acumen Wealth Advisors, LLC$372M AUM0.00%$2,27024Q1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$399,4624.2KQ1 2026
KBC Group NV$39.9B AUM0.00%$224,0002.4KQ1 2026
NewSquare Capital LLC$1.2B AUM0.00%$7,345146Q2 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$106,4031.1KQ1 2026
MCF Advisors LLC$2.3B AUM0.00%$12,201129Q1 2026
Prestige Wealth Management Group LLC$509M AUM0.00%$2,64928Q1 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$4,02180Q2 2025OLDER
CIBC Asset Management Inc$40.9B AUM0.00%$212,1432.2KQ1 2026
Your Advocates Ltd., LLP$328M AUM0.00%$1,60817Q1 2026
Amundi$367.1B AUM0.00%$2M18.9KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$2M18.8KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$700,3647.4KQ1 2026
Turning Point Benefit Group, Inc.$157M AUM0.00%$76911Q3 2025OLDER
Avion Wealth$484M AUM0.00%$2,00023Q1 2026
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,93231Q1 2026
Rialto Wealth Management, LLC$445M AUM0.00%$1,79819Q1 2026
ProShare Advisors LLC$67.5B AUM0.00%$272,0122.9KQ1 2026
MV CAPITAL MANAGEMENT, INC.$1.0B AUM0.00%$4,06743Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$190,4842.0KQ1 2026
Robeco Institutional Asset Management B.V.$70.2B AUM0.00%$269,7422.9KQ1 2026
Anchor Investment Management, LLC$1.2B AUM0.00%$4,58567Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$17,214182Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M19.4KQ1 2026
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,32414Q1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$2,17623Q1 2026
Elyxium Wealth, LLC$312M AUM0.00%$1,17415Q4 2025OLDER
Solstein Capital, LLC$244M AUM0.00%$78310Q4 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$17,295221Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$821,2398.7KQ1 2026
Principia Wealth Advisory, LLC$160M AUM0.00%$4706Q4 2025OLDER
United Financial Planning Group LLC$169M AUM0.00%$4706Q4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$539,3435.7KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$151,6121.6KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$85,444918Q1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$272,5782.9KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$210,3462.2KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$163,1971.7KQ1 2026
Founders Capital Management$205M AUM0.00%$4735Q1 2026
Parkworth Wealth Management, Inc.$139M AUM0.00%$3026Q2 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$5676Q1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$1,63015Q1 2026
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$3,78440Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$364,2613.9KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$12,591184Q3 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$18,070191Q1 2026
NFSG Corp$608M AUM0.00%$1,23013Q1 2026
Vermillion Wealth Management, Inc.$255M AUM0.00%$4735Q1 2026
3 FACTOR INDEXING, LLC$118M AUM0.00%$1902Q1 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$5,08765Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$6,14865Q1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$61,477650Q1 2026
Allworth Financial LP$24.7B AUM0.00%$38,117403Q1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1,80519Q1 2026
Stone House Investment Management, LLC$558M AUM0.00%$8519Q1 2026
Bear Mountain Capital, Inc.$333M AUM0.00%$5015Q1 2026
Quaker Wealth Management, LLC$320M AUM0.00%$4735Q1 2026
MAI Capital Management$17.7B AUM0.00%$25,253267Q1 2026
Torren Management, LLC$201M AUM0.00%$2843Q1 2026
DekaBank Deutsche Girozentrale$60.6B AUM0.00%$83,000881Q1 2026
TFC Financial Management, Inc.$812M AUM0.00%$1,04111Q1 2026

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