SEC 13F Intelligence

WLYWILEY JOHN & SONS INC

CUSIP 968223206 · Yahoo Finance ↗ · Google Finance ↗

Wiley John & Sons Inc (WLY) has 247 institutional holders in Filings Flow’s 13F database, together reporting 41.91M shares worth $1.6B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Neuberger Berman Group LLC.

Institutional Holders
247
Q1 2026
Reported Value
$1.6B
Ticker
WLY
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 226Q4 ’18Q1 ’19: 216Q2 ’19: 220Q2 ’19Q3 ’19: 204Q2 ’21: 216Q2 ’21Q4 ’21: 225Q4 ’22: 208Q4 ’22Q4 ’25: 235Q1 ’26: 247Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $4.7BQ4 ’18Q1 ’19: $3.8BQ2 ’19: $3.6BQ2 ’19Q3 ’19: $7.6BQ2 ’21: $7.5BQ2 ’21Q4 ’21: $6.4BQ4 ’22: $778MQ4 ’22Q4 ’25: $1.2BQ1 ’26: $1.6BQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Access Investment Management LLC$376M AUM3.72%$14M366.5KQ1 2026OLDER
Clarkston Capital Partners, LLC$1.3B AUM2.74%$36M942.6KQ1 2026OLDER
Ophir Asset Management Pty Ltd$859M AUM2.47%$20M494.3KQ3 2025OLDER
Bastion Asset Management Inc.$328M AUM1.67%$3M71.9KQ3 2025OLDER
Intrinsic Edge Capital Management LLC$603M AUM1.55%$9M283.5KQ4 2025OLDER
NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM1.29%$16M410.6KQ1 2026OLDER
Madison Avenue Partners, LP$2.3B AUM1.12%$26M678.4KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.99%$30M780.8KQ1 2026OLDER
Brickwood Asset Management LLP$133M AUM0.77%$1M26.8KQ1 2026OLDER
SG Capital Management LLC$1.5B AUM0.74%$8M252.6KQ4 2025OLDER
Kendall Capital Management$488M AUM0.70%$3M90.0KQ1 2026OLDER
CLARK ESTATES INC/NY$416M AUM0.61%$3M67.0KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.49%$1M31.5KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.48%$1M38.2KQ4 2025OLDER
Uncommon Cents Investing LLC$431M AUM0.30%$1M33.7KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.27%$37M972.7KQ1 2026OLDER
MARTIN & CO INC /TN/$587M AUM0.26%$2M39.9KQ1 2026OLDER
Cardinal Capital Management$776M AUM0.25%$2M49.9KQ1 2026OLDER
Diametric Capital, LP$385M AUM0.21%$796,55620.9KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.16%$517,43613.6KQ1 2026OLDER
New Vernon Capital Holdings II LLC$136M AUM0.15%$204,7115.4KQ1 2026OLDER
Silverberg Bernstein Capital Management LLC$261M AUM0.15%$393,4168.1KQ2 2026
Optimist Retirement Group LLC$227M AUM0.14%$327,8518.6KQ1 2026OLDER
Penbrook Management LLC$132M AUM0.14%$202,3505.0KQ3 2025OLDER
iSAM Funds (UK) Ltd$203M AUM0.13%$267,2727.0KQ1 2026OLDER
Ancora Advisors LLC$4.7B AUM0.11%$5M135.0KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.10%$31M822.0KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.10%$1M35.9KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.09%$586,41119.1KQ4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.09%$115M3.02MQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.09%$31,9161.0KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.09%$571,42415.0KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.08%$2M65.6KQ4 2025OLDER
AdvisorShares Investments LLC$549M AUM0.08%$489,16112.1KQ3 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.08%$3M76.2KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.08%$266,5867.0KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.08%$46M1.21MQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.07%$1M34.6KQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.07%$91M2.38MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$333,7568.8KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.05%$876,30023.0KQ1 2026OLDER
Cannell & Spears LLC$5.1B AUM0.05%$3M67.4KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.04%$865,91028.3KQ4 2025OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M71.3KQ1 2026OLDER
ADIRONDACK TRUST CO$298M AUM0.03%$99,0342.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.03%$3M75.2KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.03%$1M29.0KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M57.0KQ4 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.03%$2M40.9KQ1 2026OLDER
CPC Advisors, LLC$617M AUM0.03%$250,8128.2KQ4 2025OLDER
Revolve Wealth Partners, LLC$965M AUM0.02%$239,1544.9KQ2 2026
XTX Topco Ltd$5.8B AUM0.02%$1M36.3KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.02%$61M1.59MQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.02%$389,42010.2KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.02%$5M139.3KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$352,56411.5KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$216,9035.7KQ1 2026OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.02%$5M144.2KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.02%$983,85625.8KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.02%$4M95.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$11M300.4KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$14M366.3KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$70M1.83MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$14M359.3KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$1M35.0KQ1 2026OLDER
GRANDFIELD & DODD, LLC$1.8B AUM0.01%$224,8115.6KQ3 2025OLDER
LOOMIS SAYLES & CO L P$74.3B AUM0.01%$9M241.5KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$681,99017.9KQ1 2026OLDER
KLINGENSTEIN FIELDS & CO LP$2.5B AUM0.01%$301,3337.9KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$323,8508.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$116,9092.4KQ2 2026
ProShare Advisors LLC$67.5B AUM0.01%$7M171.8KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M184.2KQ1 2026OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.01%$669,76017.6KQ1 2026OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.01%$2M40.7KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$446,27811.3KQ3 2025OLDER
State of Wyoming$844M AUM0.01%$68,0471.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$812,71121.3KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.01%$894,93123.5KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.01%$7,468196Q1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$30,6301.0KQ4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M34.5KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$156,3483.2KQ2 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$30M796.2KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$211,3405.5KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$12,221399Q4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.01%$8,839232Q1 2026OLDER
Centiva Capital, LP$13.6B AUM0.01%$715,06118.8KQ1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$3M100.8KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$95M2.50MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$5M118.7KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$502,99613.2KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$411,21310.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$31M816.5KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$5M134.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$4M98.9KQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$350,2539.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$4M111.8KQ1 2026OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$221,2095.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$869,09922.8KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.00%$327,15910.7KQ4 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$130,3924.3KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$28M747.6KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$7M175.8KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$235M6.16MQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$131,0643.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$8M196.9KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$390,67710.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M113.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$432,81611.4KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$513,77913.5KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$4M94.6KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$394,06910.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$264,9986.5KQ3 2025OLDER
Evercore Wealth Management, LLC$6.4B AUM0.00%$204,7785.1KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$83M2.18MQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$3,23985Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M104.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$149,7793.7KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$11M278.5KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$435,40711.4KQ1 2026OLDER
TRUST CO OF TOLEDO NA /OH/$1.1B AUM0.00%$26,670700Q1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$952,50025.0KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$517,00412.8KQ3 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$595,04515.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$5M126.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M38.4KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$208,4365.2KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$584,68315.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$37M970.8KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$2M56.0KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$21,565566Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$17M440.7KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$148M4.84MQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$15M403.6KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$364,49711.9KQ4 2025OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$25,909680Q1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$379,59010.0KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$124,5424.1KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$382,56210.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$11M299.8KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$3M83.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$694,80118.2KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$266,4337.0KQ2 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$66M1.72MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$286,9297.1KQ3 2025OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$15,240400Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$13M353.9KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$2,05754Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$10M263.3KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$23M614.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$3M82.5KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$669,18817.6KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$358,1409.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$15,190389Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$6M167.9KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$328,18610.7KQ4 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$556,98414.6KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$5M120.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$1M37.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$421,84311.1KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$11,430300Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$5M138.4KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$351,5119.2KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$681,68617.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$19M621.8KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$626,36516.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4M96.6KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$229,8576.0KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M54.5KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$227,6096.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$361,3179.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$280,7977.4KQ2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$717,34718.8KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$678,02817.8KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$2,32461Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$2M45.6KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M36.4KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$4M101.7KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$867,43021.4KQ3 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$817,51526.7KQ4 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$455,14311.9KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$390,90610.3KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$482,27112.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$583,55815.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$16M407.5KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$7,201189Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$425,75611.2KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$334,41810.9KQ4 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$601,02715.8KQ1 2026OLDER
Dogwood Wealth Management LLC$253M AUM0.00%$1,57839Q3 2025OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$377,2219.3KQ3 2025OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$224,3715.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$655,43417.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$3,04880Q1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$1M38.7KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$344,4008.5KQ3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$5,182136Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M34.1KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M44.2KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$233,9346.1KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$98132Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M149.4KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$13,375351Q1 2026OLDER
Quarry LP$558M AUM0.00%$2,21058Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$1,41037Q1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,48639Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$13,678359Q1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$779,22320.4KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$249,7816.2KQ3 2025OLDER
Rossby Financial, LCC$489M AUM0.00%$1,74245Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$7,582199Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$554,54614.6KQ1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,44838Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$78,8112.6KQ4 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$281,5597.4KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$266,2437.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2125.2KQ3 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$3,871100Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$1M28.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$147,7943.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$12,383325Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$17,564434Q3 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$1,84348.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$732,79618.1KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$695,54717.2KQ3 2025OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$4,572120Q1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$83822Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$203,6455.0KQ3 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$2296Q1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$1,67644Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3,31587Q1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$52,9591.4KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$64817Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$338,9768.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M35.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$11,354298Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$352,6159.3KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$81020Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$560,71714.7KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$9,220242Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$220,9045.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$4,420116Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$645,06516.9KQ2 2026
AdvisorNet Financial, Inc$1.9B AUM0.00%$1,90550Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$1624Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$3,951129Q4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,78447Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$53,0361.4KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$16,497433Q1 2026OLDER
Amundi$367.1B AUM0.00%$216,4465.7KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$99126Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,08643Q2 2026
MAI Capital Management$17.7B AUM0.00%$9,487249Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$20,574540Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$8,134201Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$11,202294Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$1,48639Q1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$2,11855Q1 2026OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$3439Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,79498Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1944Q2 2026
Rialto Wealth Management, LLC$445M AUM0.00%$1223Q3 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$762Q1 2026OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$762Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$40510Q3 2025OLDER
Abound Wealth Management$440M AUM0.00%$1153Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$21,755571Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,53250Q4 2025OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$76220Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$762Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$13,334350Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$1,13328Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$3,03575Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$24,917654Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$381Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$762Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$15,278401Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$391Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$26,327691Q2 2026
Atlantic Union Bankshares Corp$5.2B AUM0.00%$41911Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$120Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$33,000859Q1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$3,063100Q4 2025OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$622Q4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$391Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$3058Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1524Q2 2026
IFP Advisors, Inc$4.8B AUM0.00%$812Q4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3058Q1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$49016Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,22059Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$2769Q4 2025OLDER

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