SEC 13F Intelligence

WSBCWESBANCO INC

CUSIP 950810101 · Yahoo Finance ↗ · Google Finance ↗

Wesbanco Inc (WSBC) has 316 institutional holders in Filings Flow’s 13F database, together reporting 71.66M shares worth $2.5B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Dimensional Fund Advisors LP.

Institutional Holders
316
Q1 2026
Reported Value
$2.5B
Ticker
WSBC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 153Q4 ’18Q1 ’19: 163Q2 ’19: 164Q2 ’19Q3 ’19: 162Q2 ’21: 191Q2 ’21Q4 ’21: 185Q4 ’22: 201Q4 ’22Q4 ’25: 300Q1 ’26: 316Q1 ’26Q2 ’26: 15filingsflow.com
Total reported value
Q4 ’18: $2.5BQ4 ’18Q1 ’19: $2.9BQ2 ’19: $3.1BQ2 ’19Q3 ’19: $3.3BQ2 ’21: $3.5BQ2 ’21Q4 ’21: $4.6BQ4 ’22: $368MQ4 ’22Q4 ’25: $2.3BQ1 ’26: $2.5BQ1 ’26Q2 ’26: $30Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Rhino Investment Partners, Inc$359M AUM6.75%$24M703.7KQ1 2026OLDER
Glendon Capital Management LP$805M AUM3.89%$31M909.1KQ1 2026OLDER
EJF Capital LP$142M AUM2.74%$4M112.7KQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM1.95%$27M784.0KQ1 2026OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM1.62%$8M237.9KQ1 2026OLDER
WESBANCO BANK INC$3.6B AUM1.47%$53M1.54MQ1 2026OLDER
Fieldview Capital Management, LLC$343M AUM1.01%$3M100.0KQ1 2026OLDER
1492 Capital Management LLC$263M AUM0.96%$3M73.5KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.95%$8M243.8KQ1 2026OLDER
Bridge City Capital, LLC$361M AUM0.78%$3M82.0KQ1 2026OLDER
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$192M AUM0.76%$1M42.6KQ1 2026OLDER
Hood River Capital Management LLC$10.0B AUM0.70%$69M2.01MQ1 2026OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM0.61%$2M50.0KQ3 2025OLDER
Aristotle Capital Boston, LLC$1.6B AUM0.61%$10M285.7KQ1 2026OLDER
SCHULHOFF & CO INC$243M AUM0.60%$1M42.3KQ1 2026OLDER
BRANT POINT INVESTMENT MANAGEMENT LLC$776M AUM0.53%$4M118.1KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.46%$32M928.8KQ1 2026OLDER
VARCOV Co.$268M AUM0.43%$1M32.6KQ4 2025OLDER
Gator Capital Management, LLC$489M AUM0.43%$2M60.4KQ1 2026OLDER
Emerald Investment Advisers, LLC$1.1B AUM0.43%$5M137.3KQ1 2026OLDER
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.42%$1M29.8KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.41%$20M584.8KQ1 2026OLDER
Appalachian Capital Management Ltd$125M AUM0.37%$464,94413.5KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.33%$52M1.50MQ1 2026OLDER
Odyssean, LLC$274M AUM0.33%$890,73925.8KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.30%$2M71.3KQ1 2026OLDER
Atlas Wealth LLC$334M AUM0.28%$928,47126.9KQ1 2026OLDER
Invenomic Capital Management LP$2.2B AUM0.27%$6M172.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.27%$8M240.8KQ1 2026OLDER
EARNEST PARTNERS LLC$24.3B AUM0.24%$59M1.72MQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.23%$133M3.85MQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.22%$510,31414.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.20%$2M66.8KQ1 2026OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.19%$5M151.6KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.19%$4M124.6KQ1 2026OLDER
Atom Investors LP$1.4B AUM0.18%$3M73.0KQ1 2026OLDER
Fourthstone LLC$590M AUM0.18%$1M30.1KQ1 2026OLDER
F/m Investments LLC$1.5B AUM0.17%$5M137.6KQ4 2025OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.15%$3M90.9KQ1 2026OLDER
Avalon Advisory Group$248M AUM0.14%$355,63611.1KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.13%$116M3.62MQ3 2025OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.12%$1M36.6KQ2 2026
Canton Hathaway, LLC$496M AUM0.11%$543,63115.8KQ1 2026OLDER
Bayview Asset Management, LLC$260M AUM0.10%$258,6757.5KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.10%$2M58.9KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.09%$482,08114.0KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.09%$13M390.1KQ2 2026
DiNuzzo Private Wealth, Inc.$928M AUM0.08%$784,16622.7KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.07%$634,61618.4KQ1 2026OLDER
Kentucky Trust Co$191M AUM0.07%$132,1313.8KQ1 2026OLDER
Bill Few Associates, Inc.$470M AUM0.07%$317,4208.1KQ2 2026
Abel Hall, LLC$469M AUM0.06%$292,7518.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.06%$2M44.3KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.06%$356,23510.3KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.06%$2M74.6KQ4 2025OLDER
PARTHENON LLC$875M AUM0.05%$444,05912.9KQ1 2026OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.05%$2M48.4KQ1 2026OLDER
Curran Financial Partners, LLC$559M AUM0.04%$232,7137.0KQ4 2025OLDER
CenterBook Partners LP$1.9B AUM0.04%$873,84626.3KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.04%$512,97014.9KQ1 2026OLDER
Legato Capital Management LLC$1.1B AUM0.04%$450,99113.1KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.04%$314,7919.1KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$188M5.45MQ1 2026OLDER
BARR E S & CO$1.7B AUM0.04%$671,31419.5KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$510,59316.0KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.04%$214,1856.3KQ1 2026OLDER
McMillan Office, Inc.$782M AUM0.04%$284,5438.3KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.04%$3M81.8KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.03%$507,90715.3KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.03%$3M99.3KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.03%$440,31513.8KQ3 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.03%$950,94327.6KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.03%$334,2789.7KQ1 2026OLDER
Philip James Wealth Mangement, LLC$870M AUM0.03%$270,5747.8KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.03%$21M612.9KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.03%$2M50.2KQ3 2025OLDER
Numerai GP LLC$997M AUM0.03%$207,8646.5KQ3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$26M761.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.03%$958,02927.8KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.03%$369,72710.6KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.03%$2M67.6KQ1 2026OLDER
Hilltop National Bank$468M AUM0.03%$121,7353.1KQ2 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.02%$385,80111.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$30M864.7KQ1 2026OLDER
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.02%$379,39011.0KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.02%$23M668.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.02%$872,45925.3KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.02%$139,5664.2KQ4 2025OLDER
Waldron Private Wealth LLC$2.6B AUM0.02%$420,57813.0KQ3 2025OLDER
JUPITER ASSET MANAGEMENT LTD$18.8B AUM0.02%$3M89.2KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M61.3KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.02%$248,3287.2KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.02%$3M98.6KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.02%$279,4377.6KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.02%$20,556596Q1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$558,90317.5KQ3 2025OLDER
Ancora Advisors LLC$4.7B AUM0.01%$644,68718.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$9M270.0KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.01%$3M108.0KQ3 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$614,79217.6KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$23,558683Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.01%$686,42019.9KQ1 2026OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$745,29421.6KQ1 2026OLDER
BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM0.01%$286,8198.3KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$25M724.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$1M37.8KQ4 2025OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$60M1.74MQ1 2026OLDER
AMG National Trust Bank$4.6B AUM0.01%$501,31214.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.01%$2M56.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$656,64020.6KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$10M290.0KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$2M47.2KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$583,74316.9KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.01%$7M197.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.01%$2M55.2KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M184.0KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.01%$620,82018.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M52.8KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$33M968.6KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.01%$2M69.9KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$165M4.77MQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.01%$2M61.4KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$763,94822.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$272,9547.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$73M2.11MQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.01%$29,972869Q1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M61.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$26M761.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$904,08626.2KQ1 2026OLDER
Turning Point Benefit Group, Inc.$157M AUM0.01%$14,725443Q4 2025OLDER
HBK Sorce Advisory LLC$5.0B AUM0.01%$384,09511.2KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$764,26422.2KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$258,2626.6KQ2 2026
Opal Wealth Advisors, LLC$442M AUM0.01%$32,249935Q1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$268,6128.1KQ4 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$572,81016.6KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$445,85212.9KQ1 2026OLDER
Cullen Capital Management, LLC$9.8B AUM0.01%$634,30618.4KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$15,847501Q1 2026OLDER
BAILARD, INC.$4.4B AUM0.01%$282,8688.9KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$231,4976.7KQ1 2026OLDER
Boston Partners$95.5B AUM0.01%$6M165.6KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$201,7855.2KQ2 2026
Weiss Asset Management LP$5.9B AUM0.01%$413,63912.4KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$38M1.10MQ1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.01%$491,34514.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$3M95.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$21M621.5KQ1 2026OLDER
Callan Family Office, LLC$4.4B AUM0.01%$240,9477.0KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.01%$909,88126.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$84M2.43MQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.01%$6,78340Q3 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$208,1588.3KQ4 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$3M100.8KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$991,72829.4KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$326M9.82MQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$775,66622.5KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$263M7.62MQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$131M3.77MQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$3M76.3KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.00%$223,3066.7KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.00%$252,9787.6KQ4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$24M683.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$59M1.70MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$31M895.2KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M167.3KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$396,08311.5KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$8M218.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M104.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$1M41.7KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$7M189.3KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$149M4.32MQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$325,1209.8KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M119.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$23M661.8KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$306,1798.9KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$9,972300Q4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M71.2KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.00%$4,483130Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$370,49210.7KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$678,00419.7KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.00%$20,763602Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$68,9912.0KQ1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.00%$12,348358Q1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$603,16117.5KQ1 2026OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$221,0836.9KQ3 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$53,3911.5KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$780,61222.6KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$20,681596Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$4M126.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$200,5255.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M81.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$32,629836Q2 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$736,74821.2KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M53.2KQ1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$125,6593.6KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$71,5031.8KQ2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$14M405.2KQ2 2026
FMR LLC$1.90T AUM0.00%$48M1.38MQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M113.4KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M84.1KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M58.3KQ1 2026OLDER
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.00%$68,9802.0KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$8M245.6KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$221,7986.4KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$309,7899.0KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$748,74321.7KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$435,50512.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M44.4KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$1M29.2KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$387,59912.1KQ3 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$519,97115.1KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M58.7KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$246,1647.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$104,5393.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M47.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$61,7021.8KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$825,10423.9KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$322,42910.1KQ3 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$235,0846.8KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$227,4386.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$206,5616.0KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$39,5601.1KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$106,4213.1KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$3,863112Q1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$399,41212.5KQ3 2025OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$846,86724.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$14M405.1KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M38.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M85.0KQ3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7M197.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$2M43.9KQ1 2026OLDER
Barnes Dennig Private Wealth Management LLC$101M AUM0.00%$1,27740Q3 2025OLDER
COMERICA BANK$25.1B AUM0.00%$333,20310.0KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M44.6KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$571,84416.6KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2M60.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$229,9796.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$331,6159.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$19M577.6KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$222,0566.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$72,7682.3KQ3 2025OLDER
UBS Group AG$666.3B AUM0.00%$8M230.9KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M62.7KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M78.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$31,167924Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$643,10518.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$3M103.3KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$212,0056.4KQ4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$209,5966.1KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$17M514.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$208,3156.3KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M86.4KQ1 2026OLDER
EMERALD ADVISERS, LLC$3.2B AUM0.00%$29,834865Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$490,68914.2KQ1 2026OLDER
Independence Bank of Kentucky$789M AUM0.00%$6,898200Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$16,383475Q1 2026OLDER
Kimelman & Baird, LLC$1.2B AUM0.00%$10,347300Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$753,01221.8KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$34,5011.0KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$1,55445Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$501,93814.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$416,52713.0KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$3M75.2KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$2,58775Q1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$6,553190Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$8,554248Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3M84.4KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M40.6KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$466,14013.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M80.9KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$121,6543.8KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$513,90114.9KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$154,5614.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$229,6137.2KQ3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$107,0843.1KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$570,49916.5KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$933,34629.2KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$549,04615.9KQ1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$5,269165Q3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M67.5KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$6,174179Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$491,60114.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$2,36071Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$10,795313Q1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$383,02511.5KQ4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$989,62228.7KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$2,06960Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,968115.0KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$858,56024.9KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M51.1KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$3,863112Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$21,522624Q2 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M67.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$25,661744Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$11,985347Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$63,2551.8KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,96657Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,20864Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$783,95822.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$213,7356.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$661,72519.2KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$89726Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$1,41441Q1 2026OLDER
Glen Eagle Advisors, LLC$714M AUM0.00%$1,62147Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$120,7363.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M33.3KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$342,8279.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$20,856604Q1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$249,5357.2KQ1 2026OLDER
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM0.00%$48,1141.4KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$53,3911.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M38.2KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$2,52679Q3 2025OLDER
UMB Bank, n.a.$7.2B AUM0.00%$10,140294Q1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$4,691136Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$6,882207Q4 2025OLDER
HFM Investment Advisors, LLC$260M AUM0.00%$3109Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$30,020861Q1 2026OLDER
STRS OHIO$25.2B AUM0.00%$27,592800Q1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$1,39642Q4 2025OLDER
Bay Harbor Wealth Management, LLC$386M AUM0.00%$38311Q1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$1,77051Q1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$37,2491.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$179,8875.4KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$7,150218Q3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$44,5741.4KQ3 2025OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$3119Q1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$1735Q1 2026OLDER
Amundi$367.1B AUM0.00%$223,2546.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$49,4931.4KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$1384Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$4,484130Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$2768Q1 2026OLDER
CURIO WEALTH, LLC$293M AUM0.00%$1384Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$1,44942Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$48015Q3 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,36635Q2 2026
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,277182Q1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1033Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$75922Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$10,381301Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$622Q3 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$1,03530Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$9,307280Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$621Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$35710Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,69078Q2 2026
Optiver Holding B.V.$289.5B AUM0.00%$27,661802Q2 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$692Q1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$1,24236Q1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1043Q1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$4,622134Q1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$321Q3 2025OLDER
Siena Capital Partners GP, LLC$385M AUM$00Q3 2025OLDER

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