SEC 13F Intelligence

WHWYNDHAM HOTELS & RESORTS INC

CUSIP 98311A105 · Yahoo Finance ↗ · Google Finance ↗

Wyndham Hotels & Resorts Inc (WH) has 429 institutional holders in Filings Flow’s 13F database, together reporting 79.85M shares worth $5.9B 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
$5.9B
Ticker
WH
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 370Q4 ’18Q1 ’19: 369Q2 ’19: 375Q2 ’19Q3 ’19: 353Q2 ’21: 334Q2 ’21Q4 ’21: 383Q4 ’22: 389Q4 ’22Q4 ’25: 415Q1 ’26: 429Q1 ’26Q2 ’26: 17filingsflow.com
Total reported value
Q4 ’18: $9.4BQ4 ’18Q1 ’19: $14.2BQ2 ’19: $20.5BQ2 ’19Q3 ’19: $13.7BQ2 ’21: $21.2BQ2 ’21Q4 ’21: $31.3BQ4 ’22: $2.9BQ4 ’22Q4 ’25: $5.7BQ1 ’26: $5.9BQ1 ’26Q2 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
GRS Advisors, LLC$1.0B AUM6.05%$61M753.6KQ1 2026OLDER
Long Pond Capital, LP$1.0B AUM5.44%$57M701.7KQ1 2026OLDER
RBO & CO LLC$620M AUM3.62%$22M276.1KQ1 2026OLDER
Ilex Capital Partners (UK) LLP$4.1B AUM2.79%$113M1.39MQ1 2026OLDER
TREMBLANT CAPITAL GROUP$3.1B AUM2.65%$82M1.01MQ1 2026OLDER
Benchstone Capital Management LP$860M AUM2.53%$22M268.1KQ1 2026OLDER
Orvieto Partners, L.P.$117M AUM2.43%$3M35.0KQ1 2026OLDER
Darwins River Capital, LP$187M AUM2.17%$4M50.0KQ1 2026OLDER
Sophron Capital Management L.P.$339M AUM2.02%$7M84.4KQ1 2026OLDER
Burgundy Asset Management Ltd.$10.6B AUM2.01%$213M2.45MQ3 2025OLDER
LRT Capital Management, LLC$107M AUM1.86%$2M24.6KQ1 2026OLDER
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC$172M AUM1.58%$3M33.4KQ1 2026OLDER
Dockside LLC$397M AUM1.52%$6M74.5KQ1 2026OLDER
Gates Capital Management, Inc.$3.7B AUM1.49%$56M746.8KQ4 2025OLDER
DEPRINCE RACE & ZOLLO INC$5.3B AUM1.47%$78M957.6KQ1 2026OLDER
Champlain Investment Partners, LLC$7.9B AUM1.42%$112M1.38MQ1 2026OLDER
Findlay Park Partners LLP$7.2B AUM1.40%$100M1.24MQ1 2026OLDER
Savoir Faire Capital Management, L.P.$166M AUM1.37%$2M28.0KQ1 2026OLDER
Masterton Capital Management, LP$110M AUM1.17%$1M15.8KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.93%$36M438.5KQ1 2026OLDER
Harvey Partners, LLC$1.3B AUM0.78%$10M121.0KQ1 2026OLDER
TimesSquare Capital Management, LLC$5.9B AUM0.74%$44M540.2KQ1 2026OLDER
WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM0.69%$812,30010.0KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.66%$10M124.1KQ1 2026OLDER
Paloma Partners Management Co$510M AUM0.65%$3M41.0KQ1 2026OLDER
LANDMARK INVESTMENT PARTNERS, L.P.$139M AUM0.63%$2M25.7KQ3 2025OLDER
Copeland Capital Management, LLC$4.5B AUM0.60%$27M333.1KQ1 2026OLDER
Leith Wheeler Investment Counsel Ltd.$1.2B AUM0.59%$7M87.8KQ1 2026OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.53%$187M2.30MQ1 2026OLDER
Numerai GP LLC$997M AUM0.41%$3M45.1KQ4 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.41%$58M708.8KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.39%$72M891.7KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.31%$10M121.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.29%$723,4198.9KQ1 2026OLDER
III Capital Management$344M AUM0.28%$964,52511.9KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.28%$4M48.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.26%$444,8225.9KQ4 2025OLDER
Boston Partners$95.5B AUM0.26%$246M3.02MQ1 2026OLDER
Capricorn Fund Managers Ltd$641M AUM0.25%$1M13.9KQ4 2025OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.25%$357,3564.40MQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.24%$5M59.1KQ1 2026OLDER
Oak Thistle LLC$1.0B AUM0.24%$2M19.9KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.24%$11M136.8KQ3 2025OLDER
Longaeva Partners L.P.$2.7B AUM0.24%$6M79.7KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.24%$2M24.4KQ3 2025OLDER
Tranquilli Financial Advisor LLC$171M AUM0.23%$400,3834.9KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.23%$588,3107.8KQ4 2025OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.21%$1M14.0KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.21%$872,00410.7KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.20%$6M75.2KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.20%$2M19.4KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.19%$855,00011.3KQ4 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.18%$838,95010.5KQ3 2025OLDER
Concentric Capital Strategies, LP$1.2B AUM0.17%$2M25.6KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.17%$2M20.0KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.17%$13M163.1KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.15%$116M1.43MQ1 2026OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.14%$13M156.6KQ1 2026OLDER
FACTORY MUTUAL INSURANCE CO$8.9B AUM0.14%$13M154.7KQ1 2026OLDER
Perbak Capital Partners LLP$406M AUM0.13%$436,3595.8KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.13%$4M46.4KQ1 2026OLDER
Marnell Management LLC$288M AUM0.13%$377,4764.6KQ1 2026OLDER
AXQ CAPITAL, LP$777M AUM0.12%$541,5397.2KQ4 2025OLDER
Round Rock Advisors LLC$654M AUM0.12%$796,4609.8KQ1 2026OLDER
Bridgefront Capital, LLC$402M AUM0.12%$483,8066.0KQ1 2026OLDER
WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM0.12%$322,2394.0KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.12%$35M435.6KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.11%$37M460.7KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.11%$27M337.0KQ1 2026OLDER
Lighthouse Investment Partners, LLC$2.9B AUM0.11%$4M45.0KQ3 2025OLDER
Impax Asset Management Group plc$14.3B AUM0.10%$15M180.0KQ1 2026OLDER
AdvisorShares Investments LLC$549M AUM0.09%$520,3596.4KQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM0.09%$237,6812.9KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.09%$327,7044.3KQ4 2025OLDER
Qsemble Capital Management, LP$1.3B AUM0.09%$1M14.6KQ1 2026OLDER
LECAP ASSET MANAGEMENT LTD$266M AUM0.09%$250,6463.1KQ3 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.09%$2M18.9KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$554,1866.9KQ3 2025OLDER
Uncommon Cents Investing LLC$431M AUM0.08%$360,9054.4KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.08%$12M144.8KQ1 2026OLDER
WBI INVESTMENTS, LLC$362M AUM0.08%$317,8994.0KQ3 2025OLDER
THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM0.08%$8M96.1KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.08%$279,6753.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.08%$3M46.1KQ4 2025OLDER
Keystone Financial Services$341M AUM0.08%$260,8303.2KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.08%$305,5873.8KQ1 2026OLDER
Tributary Capital Management, LLC$1.0B AUM0.07%$738,3819.1KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.07%$2M20.3KQ4 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.07%$330,0674.1KQ3 2025OLDER
Verition Fund Management LLC$15.4B AUM0.07%$10M128.7KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.07%$17M213.5KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.06%$173M2.13MQ1 2026OLDER
PAR CAPITAL MANAGEMENT INC$3.5B AUM0.06%$2M27.0KQ3 2025OLDER
Apollo Management Holdings, L.P.$7.6B AUM0.06%$5M58.9KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.06%$9M121.5KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.06%$61M748.5KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.06%$2M19.5KQ3 2025OLDER
NATIXIS$28.0B AUM0.06%$16M217.9KQ4 2025OLDER
First National Advisers, LLC$683M AUM0.06%$396,4844.9KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.06%$1M15.4KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.06%$976,95312.0KQ1 2026OLDER
Holocene Advisors, LP$41.5B AUM0.06%$23M281.0KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.05%$7M90.4KQ1 2026OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.05%$9M113.8KQ3 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.05%$11M135.6KQ1 2026OLDER
FIRST NATIONAL BANK OF OMAHA$3.2B AUM0.05%$2M19.5KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.05%$23M280.8KQ1 2026OLDER
PEDDOCK CAPITAL ADVISORS, LLC$453M AUM0.05%$209,5732.6KQ1 2026OLDER
FORA Capital, LLC$1.4B AUM0.04%$252,1643.2KQ3 2025OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.04%$11M133.9KQ1 2026OLDER
PERSONAL CFO SOLUTIONS, LLC$712M AUM0.04%$295,8373.6KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.04%$5M59.9KQ1 2026OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.04%$5M58.3KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.04%$5M67.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.04%$54,332680Q3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.04%$22M269.1KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.04%$89M1.10MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.04%$33M406.7KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.04%$9M115.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.03%$1M13.9KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM0.03%$514,1576.4KQ3 2025OLDER
Frec Markets, Inc.$587M AUM0.03%$202,5062.5KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$441,5275.5KQ3 2025OLDER
MCMORGAN & CO LLC$618M AUM0.03%$208,7612.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.03%$2M28.0KQ1 2026OLDER
WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM0.03%$16M211.1KQ4 2025OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.03%$240,0203.0KQ3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.03%$26M315.4KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.03%$20M243.9KQ1 2026OLDER
AVITY INVESTMENT MANAGEMENT INC.$1.6B AUM0.03%$437,4245.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$3M31.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.03%$195M2.40MQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$2M21.9KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.03%$2M20.6KQ1 2026OLDER
Aberdeen Group plc$61.9B AUM0.03%$19M229.5KQ1 2026OLDER
Allegheny Financial Group$742M AUM0.03%$220,7022.7KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.03%$2M24.9KQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.03%$48,738600Q1 2026OLDER
Capital Research Global Investors$644.6B AUM0.03%$183M2.25MQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.03%$6M77.4KQ3 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.03%$86,2891.1KQ4 2025OLDER
Trust Point Inc.$1.2B AUM0.03%$302,9833.7KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$7M88.5KQ3 2025OLDER
Retirement Systems of Alabama$30.0B AUM0.03%$8M92.6KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.02%$15M182.1KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$1M16.3KQ3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$320,9914.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.02%$111M1.37MQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.02%$1M17.3KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$924,72211.4KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.02%$3M31.0KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.02%$2M22.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$9M113.5KQ1 2026OLDER
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM0.02%$1M16.9KQ1 2026OLDER
Sherman Asset Management, Inc.$109M AUM0.02%$20,741255Q1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$42,616564Q4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.02%$174,5632.1KQ1 2026OLDER
Applied Finance Capital Management, LLC$1.3B AUM0.02%$238,4102.9KQ1 2026OLDER
COMMERCE BANK$20.7B AUM0.02%$4M45.1KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.02%$447,2525.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$328,3094.1KQ3 2025OLDER
FIL Ltd$128.7B AUM0.02%$21M265.0KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$3M40.1KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.02%$1M15.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.02%$19M237.0KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.02%$14M174.7KQ3 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.02%$87M1.07MQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$2M28.9KQ1 2026OLDER
Capital International Investors$426.5B AUM0.02%$66M817.9KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.02%$19M233.1KQ1 2026OLDER
FineMark National Bank & Trust$3.2B AUM0.02%$484,5666.4KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$284M3.50MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$14M167.1KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$459,3565.7KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.01%$3M35.2KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$15M182.7KQ1 2026OLDER
ALLSTATE CORP$9.4B AUM0.01%$1M15.7KQ1 2026OLDER
SYSTEMATIC FINANCIAL MANAGEMENT LP$4.4B AUM0.01%$584,8567.2KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$854,52410.5KQ1 2026OLDER
Nova Wealth Management, Inc.$154M AUM0.01%$20,470252Q1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$281,9733.5KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.01%$5M58.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$217M2.87MQ1 2026OLDER
Capital International Sarl$6.1B AUM0.01%$791,2619.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.01%$81M991.4KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$20M263.1KQ4 2025OLDER
REXFORD CAPITAL INC$140M AUM0.01%$16,246200Q1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.01%$6M76.0KQ1 2026OLDER
BAMCO INC /NY/$33.1B AUM0.01%$4M56.1KQ4 2025OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$419,1725.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$72M886.0KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$599M7.37MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$2M27.0KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$56M691.9KQ1 2026OLDER
Financial Freedom, LLC$201M AUM0.01%$19,983246Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$39M479.1KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$2M20.8KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$2M29.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$64M791.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$286,5243.8KQ4 2025OLDER
Harvest Portfolios Group Inc.$6.1B AUM0.01%$573,1597.1KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$509,9576.4KQ3 2025OLDER
Modera Wealth Management, LLC$8.3B AUM0.01%$772,4989.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.01%$68M842.7KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.01%$1M15.6KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$412,5685.1KQ1 2026OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.01%$845,63426.8KQ2 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$76M939.5KQ1 2026OLDER
NICOLET BANKSHARES INC$2.7B AUM0.01%$237,1922.9KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$3M40.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M12.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$131M1.63MQ1 2026OLDER
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$247,1833.0KQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.01%$1M18.5KQ4 2025OLDER
Northwest & Ethical Investments L.P.$4.3B AUM0.01%$355,7364.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$556M7.35MQ4 2025OLDER
SITTNER & NELSON, LLC$274M AUM0.01%$21,689267Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.01%$6M69.6KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.01%$2M18.9KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.01%$5M69.7KQ4 2025OLDER
STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM0.01%$1M18.2KQ1 2026OLDER
Bank Pictet & Cie (Europe) AG$4.7B AUM0.01%$389,4334.9KQ3 2025OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.01%$2M29.0KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$125M1.54MQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$100,4011.2KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$7M89.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.01%$32M391.8KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.01%$52,800650Q1 2026OLDER
PineStone Asset Management Inc.$14.2B AUM0.01%$1M13.2KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$239,7322.9KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$14M169.8KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$2M26.8KQ1 2026OLDER
Venture Visionary Partners LLC$3.0B AUM0.01%$218,7522.7KQ1 2026OLDER
GC Wealth Management RIA, LLC$2.4B AUM0.01%$220,5242.8KQ3 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$242,0663.0KQ1 2026OLDER
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM0.01%$12M143.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$4M52.4KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.01%$28,431350Q1 2026OLDER
Binnacle Investments Inc$170M AUM0.01%$11,985150Q3 2025OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$6M78.8KQ3 2025OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.01%$473,6525.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.01%$12M149.4KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$16M201.4KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.01%$28M348.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$2M21.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$274M3.37MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.01%$195M2.41MQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.01%$7M88.8KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.01%$2M29.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$13M166.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$8,854109Q1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$580,0747.7KQ4 2025OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$2M19.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M20.7KQ4 2025OLDER
Owl Creek Wealth Partners LLC$281M AUM0.01%$17,221212Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M57.1KQ3 2025OLDER
Nuveen, LLC$369.3B AUM0.01%$22M271.8KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$2M22.7KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.01%$84,1541.0KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$597,9347.4KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.01%$287,4733.5KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.01%$156,4621.9KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$220,4582.7KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$1M18.0KQ3 2025OLDER
FMR LLC$1.90T AUM0.01%$107M1.32MQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$498,7356.1KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$79,747947Q2 2026
Geneos Wealth Management Inc.$4.3B AUM0.01%$239,0602.9KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$241,3343.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$2M29.7KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.01%$93,4151.1KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$6M70.8KQ1 2026OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.01%$239,4662.9KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$3M33.5KQ1 2026OLDER
Retirement Wealth Solutions LLC$181M AUM0.00%$7,43193Q3 2025OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.00%$395,1354.9KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$203,7252.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1M15.8KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M67.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$22,064292Q2 2026
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$472,3525.8KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$20,336241Q2 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$518,6436.9KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$12,544157Q3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.00%$698,4978.6KQ2 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.00%$202,5062.5KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$36,229446Q1 2026OLDER
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM0.00%$510,4836.8KQ4 2025OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$449,0395.5KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$4M54.2KQ4 2025OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$1M18.3KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.00%$208,0302.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$451,9965.5KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.00%$2M19.9KQ4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$15M188.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M26.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$108,4551.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$8M100.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M43.3KQ1 2026OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.00%$2M30.0KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$18,331225Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$4M52.5KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$6,41779Q1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$8M96.0KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$537,9056.6KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$305,1693.8KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$166,8462.1KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M18.4KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$56,536696Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$38,432481Q3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.00%$2M29.4KQ1 2026OLDER
Sachetta, LLC$184M AUM0.00%$6,25577Q1 2026OLDER
Perkins Coie Trust Co$603M AUM0.00%$17,817223Q3 2025OLDER
Utah Retirement Systems$9.8B AUM0.00%$318,9093.9KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$567,8797.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$43M530.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15M181.9KQ1 2026OLDER
State of Wyoming$844M AUM0.00%$25,831318Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$13M159.0KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$210,1322.8KQ4 2025OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$4,32753Q1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$20,055251Q3 2025OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$246,9713.1KQ3 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$441,5765.4KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M34.5KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$24,369300Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$186,3632.3KQ1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$12,834158Q1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M98.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$280,2523.7KQ4 2025OLDER
Pacific Center for Financial Services$394M AUM0.00%$8,936110Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M43.2KQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$41,671513Q1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$1M16.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M85.6KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$1M18.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$39,965492Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M14.4KQ1 2026OLDER
Bruce G. Allen Investments, LLC$153M AUM0.00%$3,08738Q1 2026OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$37,727448Q2 2026
Elyxium Wealth, LLC$312M AUM0.00%$7,25496Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$9M105.4KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$374,4704.6KQ1 2026OLDER
Amundi$367.1B AUM0.00%$6M79.4KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$19,044234Q1 2026OLDER
Coastline Trust Co$1.0B AUM0.00%$16,246200Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$11,636145Q1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.00%$14,476200Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$84,6271.1KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$432,1275.7KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$2M23.8KQ1 2026OLDER
Quarry LP$558M AUM0.00%$9,143121Q4 2025OLDER
Frazier Financial Advisors, LLC$181M AUM0.00%$2,45030Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M23.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M30.3KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.00%$10,722132Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$2M28.1KQ3 2025OLDER
Savant Capital, LLC$20.7B AUM0.00%$251,7323.1KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$15,271188Q1 2026OLDER
Walleye Trading LLC$60.0B AUM0.00%$685,0138.4KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$74,001911Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$59,379731Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$601,1027.4KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$686,1088.5KQ3 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$305,9123.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$717,0568.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$994,08012.2KQ1 2026OLDER
City State Bank$385M AUM0.00%$4,06250Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$5,28065Q1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$24,694304Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$207,1372.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$56,861700Q2 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$965,09411.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M18.3KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.00%$1,78822Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$31,228384Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$253,6813.1KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$404,2005.0KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$4,88458Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$17,708218Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$9,010107Q2 2026
SageView Advisory Group, LLC$3.0B AUM0.00%$23,877316Q4 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$487,8676.0KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.00%$2,43730Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$725,6258.9KQ1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$18,361243Q4 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$54,343669Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$7M80.2KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.00%$8,765116Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$126,8821.6KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$2,84335Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$10,265126Q1 2026OLDER
CBIZ Investment Advisory Services, LLC$2.7B AUM0.00%$18,769248Q4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$524,8756.5KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$5,88772.5KQ1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$8,123100Q1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.00%$1,28417Q4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$5,36266Q1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M15.7KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,84335Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$865,84410.7KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$304,8196.6KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$6,90585Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$571,3727.0KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,65545Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$5,60569Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$19,213237Q1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.00%$1,59820Q3 2025OLDER
STRS OHIO$25.2B AUM0.00%$143,7771.8KQ1 2026OLDER
BAYBAN$115M AUM0.00%$6508Q1 2026OLDER
North Capital, Inc.$118M AUM0.00%$7199Q3 2025OLDER
Cromwell Holdings LLC$178M AUM0.00%$97512Q1 2026OLDER
COUNTRY TRUST BANK$5.3B AUM0.00%$30,224400Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M13.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M36.3KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$97512Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$124,1201.5KQ1 2026OLDER
Grove Bank & Trust$1.0B AUM0.00%$5,05360Q2 2026
CIBC Asset Management Inc$40.9B AUM0.00%$202,9942.5KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$166,9932.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$187,9712.3KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$9,423116Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$22,866281Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$816,83310.1KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$301,4493.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$264,3223.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M20.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$735,3759.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M40.1KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$12,022148Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,27916Q3 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$3,62748Q4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$5,83973Q3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$271,8703.3KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$215,7242.9KQ4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$246,0463.0KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$7,556100Q4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$260,6673.2KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$187,9932.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$80,0481.1KQ4 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$25,436317Q1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$263,6733.2KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$12,547149Q2 2026
Bay Harbor Wealth Management, LLC$386M AUM0.00%$1,13714Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$13,748165Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$191,7442.4KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$1,78822Q1 2026OLDER
BOKF, NA$6.5B AUM0.00%$15,980200Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$377,5924.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$692,5678.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$1M14.8KQ2 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$42,987538Q3 2025OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$2883.8KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$145,8081.8KQ1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$16,246200Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$31,142383Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$2,07325Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$4065Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$2,35629Q1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$5697Q1 2026OLDER
Kilter Group LLC$232M AUM0.00%$3254Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$115,5901.4KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$5486Q1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$3254Q1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$4075Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$52,892700Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$29,893368Q1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.00%$1,86823Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$16,977209Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$25,587315Q2 2026
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$2403Q3 2025OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$33,304410Q1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,91824Q3 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$7589Q2 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$6508Q1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$81210Q1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$1632Q1 2026OLDER
DUNCKER STREETT & CO INC$526M AUM0.00%$3284Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1171.5KQ3 2025OLDER
Stonehage Fleming Financial Services Holdings Ltd$2.7B AUM0.00%$1,62420Q1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$18,595230Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$2443Q1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.00%$761Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$12,672156Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,62520Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$3,57444Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$4876Q1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$801Q3 2025OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$48,007591Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$811Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$1,78722Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$4005Q3 2025OLDER
NBT BANK N A /NY$1.5B AUM0.00%$4065Q1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.00%$2433Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,03125Q1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$1512Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$1622Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4065Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$811Q1 2026OLDER
TFC Financial Management, Inc.$812M AUM0.00%$821Q1 2026OLDER

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