SEC 13F Intelligence

XNCRXENCOR INC

CUSIP 98401F105 · Yahoo Finance ↗ · Google Finance ↗

Xencor Inc (XNCR) has 201 institutional holders in Filings Flow’s 13F database, together reporting 84.35M shares worth $992M as of Q1 2026. The largest reported holders are Blackrock, Inc., Primecap Management Co/Ca/, and Vanguard Group Inc.

Institutional Holders
201
Q1 2026
Reported Value
$992M
Ticker
XNCR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 93Q4 ’18Q1 ’19: 96Q2 ’19: 93Q2 ’19Q3 ’19: 125Q2 ’21: 160Q2 ’21Q4 ’21: 160Q4 ’22: 179Q4 ’22Q4 ’25: 204Q1 ’26: 201Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $7.2BQ4 ’18Q1 ’19: $8.5BQ2 ’19: $10.9BQ2 ’19Q3 ’19: $9.1BQ2 ’21: $11.3BQ2 ’21Q4 ’21: $12.8BQ4 ’22: $554MQ4 ’22Q4 ’25: $1.2BQ1 ’26: $992MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Defilade Capital Management, L.P.$712M AUM2.94%$22M1.41MQ4 2025OLDER
BVF INC/IL$3.1B AUM2.74%$86M7.13MQ1 2026OLDER
Velan Capital Investment Management LP$160M AUM1.89%$3M250.0KQ1 2026OLDER
JOHNSON & JOHNSON$652M AUM1.38%$9M748.1KQ1 2026OLDER
EcoR1 Capital, LLC$2.4B AUM1.12%$26M2.18MQ1 2026OLDER
Lynx1 Capital Management LP$633M AUM1.02%$6M536.4KQ1 2026OLDER
TCG Crossover Management, LLC$3.5B AUM0.85%$30M2.45MQ1 2026OLDER
RTW INVESTMENTS, LP$10.0B AUM0.81%$82M6.78MQ1 2026OLDER
RA CAPITAL MANAGEMENT, L.P.$9.4B AUM0.63%$59M4.90MQ1 2026OLDER
DCF Advisers, LLC$375M AUM0.33%$1M103.7KQ1 2026OLDER
Seven Fleet Capital Management LP$318M AUM0.30%$964,80080.0KQ2 2026
Rhenman & Partners Asset Management AB$810M AUM0.24%$3M165.8KQ4 2025OLDER
BRAIDWELL LP$3.0B AUM0.22%$7M459.2KQ4 2025OLDER
Essex LLC$566M AUM0.21%$1M98.7KQ1 2026OLDER
Deep Track Capital, LP$6.1B AUM0.18%$6M549.4KQ3 2025OLDER
HighVista Strategies LLC$362M AUM0.18%$639,72353.0KQ1 2026OLDER
Nantahala Capital Management, LLC$2.7B AUM0.12%$3M264.6KQ1 2026OLDER
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.10%$125M10.34MQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.09%$305,02225.3KQ1 2026OLDER
BAKER BROS. ADVISORS LP$17.4B AUM0.08%$13M1.10MQ1 2026OLDER
TEMA ETFS LLC$1.5B AUM0.07%$925,59760.5KQ4 2025OLDER
ADAR1 Capital Management, LLC$1.7B AUM0.07%$1M93.7KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.06%$9M720.4KQ1 2026OLDER
Virtus Investment Advisers, LLC$363M AUM0.05%$199,06216.5KQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.05%$214,74117.8KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.05%$507,53342.1KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.05%$301,72919.7KQ4 2025OLDER
Erste Asset Management GmbH$10.8B AUM0.05%$5M430.2KQ1 2026OLDER
WINTON GROUP Ltd$2.9B AUM0.04%$1M104.7KQ1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.04%$512,89842.5KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.04%$152,57213.0KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.03%$524,92443.5KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.03%$752,87864.2KQ3 2025OLDER
Atom Investors LP$1.4B AUM0.03%$379,60632.4KQ3 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.03%$7M620.8KQ1 2026OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.02%$2M138.1KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.02%$6M487.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M92.1KQ1 2026OLDER
iSAM Funds (UK) Ltd$203M AUM0.02%$91,9407.8KQ3 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.02%$361,80030.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.02%$263,33217.2KQ4 2025OLDER
PROFUND ADVISORS LLC$2.7B AUM0.02%$444,47136.9KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$96,1478.2KQ3 2025OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$4M293.1KQ1 2026OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.01%$156,96113.0KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.01%$3M193.1KQ4 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$139,35211.9KQ3 2025OLDER
Aberdeen Group plc$61.9B AUM0.01%$7M558.8KQ3 2025OLDER
Entropy Technologies, LP$2.2B AUM0.01%$183,19912.0KQ4 2025OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.01%$3M255.5KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.01%$777,38266.3KQ3 2025OLDER
TORONTO DOMINION BANK$69.7B AUM0.01%$6M491.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$584,21048.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$10M805.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$708,73058.8KQ1 2026OLDER
Louisiana State Employees Retirement System$5.7B AUM0.01%$382,30231.7KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$1M99.9KQ3 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.01%$939,45261.4KQ4 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$52,0514.3KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$168,10513.9KQ1 2026OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.00%$1M103.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$55,3843.4KQ2 2026
Diversified Trust Co$5.4B AUM0.00%$259,62721.5KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$579,76048.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$4M400.0KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$514,76942.7KQ1 2026OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.00%$138,61710.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M200.0KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$536,56144.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$911,49575.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$177,47011.0KQ2 2026
ALPS ADVISORS INC$21.3B AUM0.00%$720,00659.7KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$732,55247.8KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$16M1.29MQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$7M609.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$13M1.07MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$157M13.04MQ1 2026OLDER
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$196,72316.3KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M216.7KQ3 2025OLDER
Maryland State Retirement & Pension System$4.9B AUM0.00%$125,06210.4KQ1 2026OLDER
Boreal Capital Management LLC$123M AUM0.00%$3,015250Q1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$208,34917.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$478,96339.7KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$194,63612.7KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$42M3.50MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$4M347.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$59,5223.7KQ2 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$70,9735.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$18,8201.56MQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$79,6926.6KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$1M93.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$13M1.08MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$407,98134.8KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$212,58217.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$52M4.35MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$2M170.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$127,00410.5KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$110M7.17MQ4 2025OLDER
HighMark Wealth Management LLC$246M AUM0.00%$3,618300Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$6M471.1KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$364,97330.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$23M1.51MQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$22M1.82MQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$14,4751.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$8M696.9KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$9M744.5KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$688,34957.1KQ1 2026OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.00%$337,09028.0KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$894,73174.2KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$148,32612.3KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M175.2KQ1 2026OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$212,96817.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$995,37182.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$9M763.8KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$260,49917.0KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$251,31521.4KQ3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$612,66040.0KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$449,06637.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$528,44543.8KQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$165,59613.7KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$847,24055.3KQ4 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$14,3881.2KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$37M3.10MQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$168,39414.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M162.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M223.7KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M395.9KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$975,64280.9KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$164,29313.6KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.00%$206,03317.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$5M377.7KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$173,90914.8KQ3 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$315,30926.1KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$1M98.8KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$3M218.4KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$465,97438.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$457,97238.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$155,57412.9KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$749,81862.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$1M104.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$28,1482.3KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$495,30441.1KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$179,27214.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$367,97530.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$489,32941.7KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$3M263.8KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,701141Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$2M134.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$222,32718.4KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$286,65824.4KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$205,23717.0KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$199,94316.6KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$717,00758.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M128.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M72.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$225,79918.7KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.00%$8,454701Q1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$378,60031.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M366.1KQ1 2026OLDER
GF FUND MANAGEMENT CO. LTD.$6.0B AUM0.00%$19,2121.6KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$229,00719.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$120,75710.0KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$85,0597.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M121.3KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$1,18298Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$253,20021.0KQ1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$171,89214.3KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$89374Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$1,41788Q2 2026
GHP Investment Advisors, Inc.$2.4B AUM0.00%$5,645468Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$7,695638Q1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$24120Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$97,84318.5KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$5,198458Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$333,17027.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$98982Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$153,12612.7KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$70446Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M201.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$14,9861.2KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$289,39124.0KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$129,52410.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$33,6482.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$196,84316.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$262,76321.8KQ1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$67,2595.6KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$496,67941.2KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$181,20215.0KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$22,4281.9KQ3 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$336,23327.9KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$59951Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$261,23121.7KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,003249Q1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$6,295522Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$130,62210.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$444,46529.0KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1,483123Q1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$978Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M111.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$249,01520.6KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$328,43027.2KQ2 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$77264Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$98,9026.5KQ4 2025OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$1,852115Q2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$295,57519.3KQ4 2025OLDER
Amundi$367.1B AUM0.00%$134,50011.4KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$24,8322.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$69,5885.8KQ1 2026OLDER
Davis Capital Management$169M AUM0.00%$644Q2 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$338,15028.0KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$22319Q3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$18,3721.2KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,07270Q4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2,677222Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$53943Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3,883322Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$736Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$46,1303.8KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$55546Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$11,746974Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$66355Q1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$3222Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$7,296605Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$18412Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$48,0003.9KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$25321Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$25321Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$35029Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$81Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$36431Q3 2025OLDER
Hughes Financial Services, LLC$651M AUM0.00%$121Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,206100Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,754320Q3 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$24120Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$121Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$121Q3 2025OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$121Q1 2026OLDER

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