SEC 13F Intelligence

YEXTYEXT INC

CUSIP 98585N106 · Yahoo Finance ↗ · Google Finance ↗

Yext Inc (YEXT) has 200 institutional holders in Filings Flow’s 13F database, together reporting 80.27M shares worth $309M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Lynrock Lake LP, and Blackrock, Inc..

Institutional Holders
200
Q1 2026
Reported Value
$309M
Ticker
YEXT
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 109Q4 ’18Q1 ’19: 132Q2 ’19: 126Q2 ’19Q3 ’19: 112Q2 ’21: 152Q2 ’21Q4 ’21: 146Q4 ’22: 155Q4 ’22Q4 ’25: 193Q1 ’26: 200Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $2.7BQ2 ’19: $2.1BQ2 ’19Q3 ’19: $2.3BQ2 ’21: $2.1BQ2 ’21Q4 ’21: $2.9BQ4 ’22: $268MQ4 ’22Q4 ’25: $723MQ1 ’26: $309MQ1 ’26Q2 ’26: $176,692filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Lead Edge Capital Management, LLC$408M AUM7.38%$30M7.84MQ1 2026OLDER
Tenzing Global Management, LLC$121M AUM5.39%$10M1.15MQ3 2025OLDER
Emmett Investment Management, LP$131M AUM4.95%$6M747.3KQ3 2025OLDER
Lynrock Lake LP$1.5B AUM4.78%$70M18.19MQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM1.55%$2M225.0KQ4 2025OLDER
EQUITEC PROPRIETARY MARKETS, LLC$187M AUM0.95%$2M462.2KQ1 2026OLDER
Maltin Wealth Management, Inc.$262M AUM0.58%$2M393.4KQ1 2026OLDER
HARVEST MANAGEMENT LLC$206M AUM0.52%$2M200.9KQ4 2025OLDER
Rangeley Capital, LLC$103M AUM0.37%$381,42099.3KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.34%$852,000100.0KQ3 2025OLDER
Informed Momentum Co LLC$866M AUM0.32%$3M335.4KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.23%$556,00369.0KQ4 2025OLDER
HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM0.20%$846,300105.0KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.18%$7M826.4KQ4 2025OLDER
Union Square Park Capital Management, LLC$176M AUM0.15%$426,00050.0KQ3 2025OLDER
Integrated Quantitative Investments LLC$551M AUM0.12%$560,67069.6KQ4 2025OLDER
Scientech Research LLC$120M AUM0.09%$111,22629.0KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.08%$540,78667.1KQ4 2025OLDER
Haven Private, LLC$230M AUM0.08%$172,94245.0KQ1 2026OLDER
MQS Management LLC$148M AUM0.05%$86,21810.7KQ4 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.05%$872,499226.0KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.05%$2M249.7KQ4 2025OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.04%$633,254164.9KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.04%$783,333204.0KQ1 2026OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.04%$139,57236.3KQ1 2026OLDER
Counterpoint Mutual Funds LLC$666M AUM0.03%$218,55056.9KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.03%$111,32929.0KQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.03%$357,44693.1KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$231,51060.3KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.03%$254,74829.9KQ3 2025OLDER
AXQ CAPITAL, LP$777M AUM0.03%$206,19653.7KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.03%$588,98869.1KQ3 2025OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$15M1.87MQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$479,37759.5KQ4 2025OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.02%$2M210.5KQ4 2025OLDER
SummitTX Capital, L.P.$3.2B AUM0.02%$723,69189.8KQ4 2025OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.02%$74,07719.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$454,898118.5KQ1 2026OLDER
NEEDHAM INVESTMENT MANAGEMENT LLC$2.0B AUM0.02%$255,60030.0KQ3 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$1M180.9KQ4 2025OLDER
Optas, LLC$661M AUM0.01%$87,56410.9KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$3M331.4KQ3 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$762,067198.5KQ1 2026OLDER
Able Wealth Management LLC$374M AUM0.01%$48,29612.6KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.01%$3M841.1KQ1 2026OLDER
Founders Capital Management$205M AUM0.01%$24,1803.0KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$3M902.3KQ1 2026OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.01%$211,20055.0KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.01%$710,400185.0KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$714,274186.0KQ1 2026OLDER
JBF Capital, Inc.$676M AUM0.01%$63,04516.4KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.01%$88,66011.0KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.01%$288,34675.1KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$8M961.5KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$599,317156.1KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.01%$2M426.7KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$182,89947.6KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$89,08823.2KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.01%$14,7421.8KQ4 2025OLDER
Aaron Wealth Advisors LLC$1.8B AUM0.01%$113,73514.1KQ4 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.01%$30,0137.8KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$82,14810.2KQ4 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$214,98356.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$560,840146.1KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$438,15854.4KQ4 2025OLDER
OP Asset Management Ltd$8.4B AUM0.00%$333,46641.4KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$483,60060.0KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$15M4.01MQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$2M399.9KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$722,71589.7KQ4 2025OLDER
Alberta Investment Management Corp$16.7B AUM0.00%$532,435138.7KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.00%$170,56220.0KQ3 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$46,9015.5KQ3 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$493,57861.2KQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$5M1.31MQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$3M666.8KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$1M286.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M466.3KQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$576,000150.0KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$2M528.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M761.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$19,5725.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$223,62527.7KQ4 2025OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$124,15132.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$122M15.18MQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.00%$49,53612.9KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$8M2.13MQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$1M317.0KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$379,13598.7KQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$572,160149.0KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.00%$218,88057.0KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$16,3083.5KQ2 2026
Quantinno Capital Management LP$59.9B AUM0.00%$806,761210.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$23M6.11MQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$296,44877.2KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$2,000585Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$107,64328.0KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$206,85353.9KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M258.2KQ4 2025OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$277,50172.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M631.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$32,5598.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$97,48225.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$2M395.2KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$149,33117.5KQ3 2025OLDER
Walleye Trading LLC$60.0B AUM0.00%$441,600115.0KQ1 2026OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$334,57287.1KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$26,6927.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$1,700200Q1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$112,46629.3KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$97,18725.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$1M331.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M594.5KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$188,92849.2KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$9M2.39MQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$87,83622.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$31M8.17MQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$5M1.21MQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$982,733255.9KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$21,3385.6KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$51,04913.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$37,6974.7KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$3M823.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4M946.8KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$3M732.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M815.3KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$481,867125.5KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$381,02899.2KQ1 2026OLDER
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$53,28413.9KQ1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$612,457159.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$11M2.87MQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.00%$1,317343Q1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.00%$38,40010.0KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M137.0KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$616,800160.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$14M3.53MQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M546.7KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$512,176133.4KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.00%$74,28519.3KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$239,10162.3KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$65381Q4 2025OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$48,54212.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M546.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$140,15236.5KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$140,03736.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$164,35242.8KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$9,0702.4KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$84,27321.9KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$280,75473.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$874,940227.8KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M330.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$195,22424.2KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$182,72021.4KQ3 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$6,0521.3KQ2 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$294,99676.8KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$91,82910.8KQ3 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$39,20310.2KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$404105Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$812,894211.7KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$3M826.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$118,66830.9KQ1 2026OLDER
Torren Management, LLC$201M AUM0.00%$31582Q1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$213,03224.8KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$106,33027.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M498.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$626163Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$80,44710.0KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M304.9KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$390,205101.6KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$85,39422.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$118,38730.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$171,50644.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$245,20363.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,671956Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$700,558182.4KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$458,061119.3KQ1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$818175Q2 2026
True Wealth Design, LLC$360M AUM0.00%$35893Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$1,075280Q1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$107,80428.1KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$113,15329.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$372,58397.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$52,40813.6KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$32384Q1 2026OLDER
ProShare Advisors LLC$67.5B AUM0.00%$56,49914.7KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M326.1KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$57,94915.1KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$120,19231.3KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$61,05615.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$38,0169.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$78,84420.5KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,370170Q4 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$87,47122.8KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$284,55274.1KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$58,88315.3KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$1,663441Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,160823Q2 2026
Amundi$367.1B AUM0.00%$195,11850.8KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$103,40426.9KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$2,527658Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$12,9413.4KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$394102.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$141,73916.6KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$33,5738.7KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$54067Q4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$79,95320.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$108,79428.3KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$595155Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,436374Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,805470Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$145,94838.0KQ2 2026
Quarry LP$558M AUM0.00%$11914Q3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$6,9811.8KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$85,88210.1KQ3 2025OLDER
CWM, LLC$38.1B AUM0.00%$9,3122.4KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.00%$9625Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$69386Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$3,8401.0KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$496Q4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1,548394Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$41,60310.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$2,304600Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$19349Q1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$19651Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$392102Q1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$8,2752.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,1871.3KQ3 2025OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$36345Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1,471383Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2,657692Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,283334Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$38099Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$753196Q1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$749Q3 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$12115Q4 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$10828Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,352352Q1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$82Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$15440Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1,897494Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9,0002.3KQ1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$81Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,903756Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,489376Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,033269Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$11931Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$14237Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$344Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$41Q1 2026OLDER

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