YORWYORK WTR CO
CUSIP 987184108 · Yahoo Finance ↗ · Google Finance ↗
York Wtr Co (YORW) has 178 institutional holders in Filings Flow’s 13F database, together reporting 8.53M shares worth $257M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Zimmer Partners, LP.
Institutional Holders
178
Q1 2026
Reported Value
$257M
Ticker
YORW
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Teton Advisors, LLC$142M AUM | 0.68% | $961,307 | 31.6K | Q1 2026OLDER |
| Zimmer Partners, LP$4.1B AUM | 0.54% | $22M | 732.7K | Q1 2026OLDER |
| Johnson & White Wealth Management, LLC$236M AUM | 0.27% | $639,602 | 21.0K | Q1 2026OLDER |
| Penn Capital Management Company, LLC$1.3B AUM | 0.21% | $3M | 89.3K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.19% | $401,209 | 13.2K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.15% | $358,427 | 11.8K | Q1 2026OLDER |
| JOHN G ULLMAN & ASSOCIATES INC$754M AUM | 0.15% | $1M | 37.0K | Q1 2026OLDER |
| Odyssean, LLC$274M AUM | 0.14% | $396,185 | 13.0K | Q1 2026OLDER |
| INCEPTIONR LLC$415M AUM | 0.11% | $394,752 | 12.4K | Q4 2025OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.10% | $235,925 | 7.7K | Q1 2026OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.09% | $582,783 | 19.1K | Q1 2026OLDER |
| CenterBook Partners LP$1.9B AUM | 0.09% | $2M | 57.5K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.08% | $309,524 | 10.2K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 0.06% | $256,635 | 8.4K | Q3 2025OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.06% | $281,129 | 9.2K | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.05% | $394,487 | 13.0K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.05% | $852,600 | 28.0K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.04% | $770,263 | 25.3K | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.04% | $513,174 | 16.9K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.04% | $1M | 44.1K | Q1 2026OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.04% | $422,021 | 13.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.03% | $445,572 | 14.5K | Q2 2026 |
| Longview Financial Advisors LLC$184M AUM | 0.03% | $54,567 | 1.8K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.03% | $405,746 | 13.3K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.03% | $4M | 133.6K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.03% | $464,755 | 16.0K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.02% | $248,350 | 8.2K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.02% | $67,812 | 2.2K | Q1 2026OLDER |
| Atom Investors LP$1.4B AUM | 0.02% | $261,795 | 8.6K | Q3 2025OLDER |
| Sageworth Trust Co$2.3B AUM | 0.02% | $434,839 | 13.7K | Q4 2025OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $1M | 43.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $277,400 | 9.1K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.01% | $223,899 | 7.4K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $358,359 | 11.7K | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 204.0K | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $2M | 82.0K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $399,110 | 13.1K | Q3 2025OLDER |
| ProShare Advisors LLC$67.5B AUM | 0.01% | $6M | 191.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $74,438 | 2.4K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $436,683 | 14.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $410,489 | 12.9K | Q4 2025OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $15,225 | 500 | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $252,857 | 7.9K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $15,119 | 497 | Q3 2025OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $212,023 | 6.7K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.01% | $10M | 326.7K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $410,953 | 13.5K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $348,683 | 11.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $257,208 | 8.4K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $24,364 | 800 | Q1 2026OLDER |
| Cullen Capital Management, LLC$9.8B AUM | 0.00% | $359,523 | 11.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $322,588 | 10.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $478,187 | 15.7K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $292,655 | 9.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $118,604 | 3.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $443,230 | 14.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 57.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $231,450 | 7.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 111.8K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $93,360 | 3.1K | Q1 2026OLDER |
| STOREBRAND ASSET MANAGEMENT AS$9.6B AUM | 0.00% | $928,359 | 29.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $215,216 | 7.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $9M | 299.7K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.00% | $4,568 | 150 | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $226,764 | 7.1K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 57.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $21,639 | 706 | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $73,354 | 2.4K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $9M | 295.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $4M | 144.7K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $61,022 | 2.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 117.7K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $88,457 | 2.9K | Q2 2026 |
| City State Bank$385M AUM | 0.00% | $5,786 | 190 | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $503,119 | 16.4K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $9,011 | 288 | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $42,813 | 1.4K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $253,009 | 8.3K | Q1 2026OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $13,916 | 457 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 41.5K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $11,419 | 375 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $20M | 642.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $3,898 | 128 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $2M | 65.5K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $111,356 | 3.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $18,270 | 600 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $61,418 | 2.0K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $2,197 | 69 | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $698,371 | 22.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 146.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $914 | 30 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $640,181 | 21.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $24,178 | 794 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $5,187 | 170 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $3M | 93.3K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $656,206 | 21.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $261,505 | 8.6K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $10M | 344.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 148.2K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $33M | 1.08M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $276,811 | 8.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $376,113 | 12.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $4M | 118.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 156.3K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $3,045 | 100 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $34M | 1.08M | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $20M | 654.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $4M | 122.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $363,543 | 11.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $576,194 | 18.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $4,628 | 152 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $9M | 293.0K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,766 | 58 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $49,057 | 1.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $280,505 | 9.2K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $1,005 | 33 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,858 | 61 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $81,313 | 2.7K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $31,572 | 1.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $586,382 | 19.3K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $18,270 | 600 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 81.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $322,745 | 10.6K | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 44.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 45.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $583,940 | 19.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $10M | 324.9K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $589,482 | 19.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,011 | 294 | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $217,718 | 7.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $272,628 | 9.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $202,430 | 6.6K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $335 | 11 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $67,450 | 2.1K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $11,419 | 375 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $37,058 | 1.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $184,710 | 6.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $1,922 | 66 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 51.5K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $632 | 20 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $79,174 | 2.6K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $12,698 | 417 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $10,353 | 340 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 43.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $202,865 | 6.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 64.2K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,005 | 33 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,527 | 83 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $243,600 | 8.0K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $391,345 | 12.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $668,988 | 22.0K | Q2 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $244 | 8 | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $487 | 16 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,923 | 128 | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $68,197 | 2.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $298,044 | 9.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,305 | 75 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $290,919 | 9.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $217,911 | 7.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $593,897 | 19.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $278,022 | 9.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $673 | 21 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $91,320 | 3.0K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $11,841 | 386 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $807,098 | 26.5K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $302 | 9.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $78,804 | 2.6K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $457 | 15 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,791 | 223 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $56,467 | 1.9K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $23,751 | 780 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $138,000 | 4.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,096 | 36 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $15,316 | 503 | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $183 | 6 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $609 | 20 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $9,552 | 300 | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $3,898 | 128 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $2,527 | 83 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $609 | 20 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $192,288 | 6.2K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $17 | 561 | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,279 | 42 | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $61 | 2 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $25,121 | 825 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $304 | 10 | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $30 | 1 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $30 | 1 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $30 | 1 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1,126 | 37 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,015 | 99 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $5,085 | 167 | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $64 | 2 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.