SEC 13F Intelligence

ZETAZETA GLOBAL HOLDINGS CORP

CUSIP 98956A105 · Yahoo Finance ↗ · Google Finance ↗

Zeta Global Holdings Corp (ZETA) has 394 institutional holders in Filings Flow’s 13F database, together reporting 179.63M shares worth $2.8B as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Portfolio Management LLC.

Institutional Holders
394
Q1 2026
Reported Value
$2.8B
Ticker
ZETA
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 52Q2 ’21Q4 ’21: 54Q4 ’21Q4 ’22: 124Q4 ’22Q4 ’25: 378Q4 ’25Q1 ’26: 394Q1 ’26Q2 ’26: 21Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $364MQ2 ’21Q4 ’21: $674MQ4 ’21Q4 ’22: $319MQ4 ’22Q4 ’25: $3.7BQ4 ’25Q1 ’26: $2.8BQ1 ’26Q2 ’26: $9MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Greenvale Capital LLP$912M AUM18.15%$166M10.40MQ1 2026OLDER
BWCP, LP$656M AUM10.95%$72M4.51MQ1 2026OLDER
P2 Capital Partners, LLC$210M AUM6.94%$15M915.0KQ1 2026OLDER
Samjo Management, LLC$231M AUM3.35%$8M486.6KQ1 2026OLDER
HAHN CAPITAL MANAGEMENT LLC$159M AUM2.81%$4M280.6KQ1 2026OLDER
Contour Asset Management LLC$3.1B AUM2.62%$81M5.06MQ1 2026OLDER
1492 Capital Management LLC$263M AUM2.49%$7M410.3KQ1 2026OLDER
Manatuck Hill Partners, LLC$370M AUM2.36%$9M550.0KQ1 2026OLDER
DISCIPLINED GROWTH INVESTORS INC /MN$4.9B AUM2.00%$98M6.15MQ1 2026OLDER
BLUE JEAN FINANCIAL LLC$121M AUM1.73%$2M131.7KQ1 2026OLDER
Battery Management Corp.$426M AUM1.72%$9M455.4KQ3 2025OLDER
RPG Investment Advisory, LLC$829M AUM1.46%$12M759.8KQ1 2026OLDER
Fortress Investment Group LLC$394M AUM1.32%$10M500.0KQ3 2025OLDER
CALIFORNIA FIRST LEASING CORP$312M AUM1.29%$4M253.2KQ1 2026OLDER
UDINE WEALTH MANAGEMENT, INC.$205M AUM1.22%$2,587127.1KQ4 2025OLDER
Penn Capital Management Company, LLC$1.3B AUM1.03%$13M833.8KQ1 2026OLDER
MinichMacGregor Wealth Management, LLC$567M AUM0.98%$5M264.8KQ4 2025OLDER
Themes Management Co LLC$162M AUM0.92%$1M60.4KQ4 2025OLDER
Ophir Asset Management Pty Ltd$859M AUM0.92%$8M495.1KQ1 2026OLDER
PERKINS CAPITAL MANAGEMENT INC$107M AUM0.83%$889,92855.9KQ1 2026OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.83%$4M231.8KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.82%$8M502.8KQ1 2026OLDER
Granahan Investment Management, LLC$2.1B AUM0.79%$16M1.02MQ1 2026OLDER
Granite Investment Partners, LLC$1.6B AUM0.69%$11M700.2KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.66%$2M112.2KQ1 2026OLDER
Neo Ivy Capital Management$379M AUM0.65%$2M154.6KQ1 2026OLDER
GatePass Capital, LLC$214M AUM0.63%$1M85.0KQ1 2026OLDER
Lisanti Capital Growth, LLC$397M AUM0.61%$2M150.9KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.60%$4M216.9KQ3 2025OLDER
Generali Investments, Management Co LLC$430M AUM0.56%$2M151.4KQ1 2026OLDER
FULLER & THALER ASSET MANAGEMENT, INC.$29.7B AUM0.55%$164M8.05MQ4 2025OLDER
Yorktown Management & Research Co Inc$120M AUM0.51%$610,53238.4KQ1 2026OLDER
Bastion Asset Management Inc.$328M AUM0.50%$2M105.6KQ1 2026OLDER
Hidden Lake Asset Management LP$331M AUM0.48%$2M92.3KQ4 2025OLDER
Stanley-Laman Group, Ltd.$814M AUM0.46%$4M233.7KQ1 2026OLDER
Stephens Investment Management Group LLC$7.3B AUM0.44%$32M2.03MQ1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.44%$1M64.0KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.43%$1M64.2KQ1 2026OLDER
Sphera Management Technology Funds Ltd$178M AUM0.42%$1M60.0KQ4 2025OLDER
Portolan Capital Management, LLC$1.9B AUM0.41%$8M486.3KQ1 2026OLDER
OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM0.41%$14M871.1KQ1 2026OLDER
Harbour Capital Advisors, LLC$525M AUM0.40%$2M114.6KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.37%$6M356.1KQ1 2026OLDER
PENNINGTON PARTNERS & CO., LLC$292M AUM0.36%$1M65.9KQ1 2026OLDER
Nicholas Investment Partners, LP$1.4B AUM0.33%$5M224.9KQ4 2025OLDER
PEREGRINE CAPITAL MANAGEMENT LLC$2.7B AUM0.32%$9M550.1KQ1 2026OLDER
Scientech Research LLC$120M AUM0.32%$387,20624.3KQ1 2026OLDER
Mandatum Life Insurance Co Ltd$445M AUM0.31%$1M88.0KQ1 2026OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.31%$2M123.2KQ1 2026OLDER
NEXT CENTURY GROWTH INVESTORS LLC$1.4B AUM0.30%$4M264.0KQ1 2026OLDER
MMA ASSET MANAGEMENT LLC$284M AUM0.29%$823,62151.7KQ1 2026OLDER
PDT Partners, LLC$1.7B AUM0.29%$5M307.2KQ1 2026OLDER
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM0.28%$11M662.0KQ1 2026OLDER
SYMMETRY PEAK MANAGEMENT LLC$359M AUM0.27%$1M50.0KQ4 2025OLDER
Petros Family Wealth, LLC$140M AUM0.27%$322,01316.2KQ3 2025OLDER
CONNORS INVESTOR SERVICES INC$1.1B AUM0.26%$3M179.2KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.26%$600,16837.7KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.25%$2M82.8KQ1 2026OLDER
BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM0.25%$576,23029.0KQ3 2025OLDER
Eddie Patel Inc$130M AUM0.23%$311,17515.3KQ4 2025OLDER
Secure Asset Management, LLC$632M AUM0.23%$1M90.1KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.22%$476,07229.9KQ1 2026OLDER
MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM0.21%$2M126.4KQ2 2026
Cavalier Investments, LLC$3.7B AUM0.17%$2M104.9KQ3 2025OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.17%$1M54.6KQ3 2025OLDER
VARCOV Co.$268M AUM0.17%$428,02221.0KQ4 2025OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.17%$634,79832.3KQ2 2026
Skylands Capital, LLC$763M AUM0.16%$1M79.0KQ1 2026OLDER
Left Brain Wealth Management, LLC$255M AUM0.16%$512,64625.8KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.16%$631,25731.0KQ4 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.16%$835,80052.5KQ1 2026OLDER
CASTLEARK MANAGEMENT LLC$3.0B AUM0.15%$5M256.3KQ4 2025OLDER
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$354M AUM0.15%$516,34932.4KQ1 2026OLDER
Qsemble Capital Management, LP$1.3B AUM0.13%$2M105.8KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.13%$317,92320.0KQ1 2026OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.13%$39M2.44MQ1 2026OLDER
Guided Capital Wealth Management, LLC$152M AUM0.11%$159,20010.0KQ1 2026OLDER
Orion Capital Management LLC$290M AUM0.10%$302,48019.0KQ1 2026OLDER
TWINBEECH CAPITAL LP$965M AUM0.10%$986,91362.0KQ1 2026OLDER
CastleKnight Management LP$6.0B AUM0.10%$6M383.4KQ1 2026OLDER
Palouse Capital Management, Inc.$160M AUM0.10%$161,8098.2KQ2 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM0.10%$18M1.14MQ1 2026OLDER
Odyssean, LLC$274M AUM0.10%$262,09116.5KQ1 2026OLDER
Zurich Insurance Group Ltd/FI$12.7B AUM0.09%$13M631.2KQ3 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.09%$4M195.7KQ4 2025OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.09%$2M143.4KQ1 2026OLDER
ARDSLEY ADVISORY PARTNERS LP$784M AUM0.09%$695,45035.0KQ3 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.09%$3M197.3KQ1 2026OLDER
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$30.3B AUM0.08%$25M1.59MQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.08%$8M409.5KQ3 2025OLDER
Garden State Investment Advisory Services LLC$455M AUM0.08%$372,14623.4KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.08%$274,15817.2KQ1 2026OLDER
Oasis Advisors, LLC$509M AUM0.08%$399,14425.1KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.08%$20M1.27MQ1 2026OLDER
DGS Capital Management, LLC$609M AUM0.07%$454,51628.6KQ1 2026OLDER
Argos Wealth Advisors, LLC$348M AUM0.07%$254,03516.0KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.07%$27M1.36MQ3 2025OLDER
Mill Creek Capital Advisors, LLC$4.9B AUM0.07%$3M219.8KQ1 2026OLDER
Weiss Asset Management LP$5.9B AUM0.07%$6M295.8KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.07%$93M5.87MQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.07%$4M255.3KQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.07%$1M69.2KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.07%$5M250.0KQ3 2025OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.07%$999,18549.1KQ2 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.06%$1M51.1KQ4 2025OLDER
FRONTIER CAPITAL MANAGEMENT CO LLC$9.7B AUM0.06%$6M293.5KQ4 2025OLDER
Havemeyer Place LP$867M AUM0.06%$541,08934.0KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM0.06%$598,60837.6KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.06%$668,00342.0KQ1 2026OLDER
Blueshift Asset Management, LLC$330M AUM0.06%$191,62912.0KQ1 2026OLDER
Quent Capital, LLC$1.4B AUM0.06%$818,30451.4KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.06%$569,00828.9KQ2 2026
Optas, LLC$661M AUM0.06%$336,14116.9KQ3 2025OLDER
Fieldview Capital Management, LLC$343M AUM0.06%$193,69912.2KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.05%$2M142.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.05%$4M248.9KQ1 2026OLDER
Proem Advisors LLC$1.7B AUM0.05%$875,60055.0KQ1 2026OLDER
Annex Advisory Services, LLC$5.3B AUM0.05%$3M174.5KQ1 2026OLDER
Itau Unibanco Holding S.A.$4.3B AUM0.05%$2M133.1KQ1 2026OLDER
INCEPTIONR LLC$415M AUM0.05%$203,12312.8KQ1 2026OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.05%$1M51.8KQ4 2025OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.05%$7M415.5KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.05%$820,35851.5KQ1 2026OLDER
Entropy Technologies, LP$2.2B AUM0.05%$857,04042.1KQ4 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.05%$10M489.0KQ3 2025OLDER
Abel Hall, LLC$469M AUM0.04%$207,67613.0KQ1 2026OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.04%$282,82514.2KQ3 2025OLDER
Hodges Capital Management Inc.$1.2B AUM0.04%$508,75025.0KQ4 2025OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.04%$386,22224.4KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.04%$375,90323.6KQ1 2026OLDER
TORNO CAPITAL, LLC$725M AUM0.04%$496,75025.0KQ3 2025OLDER
Leo Wealth, LLC$1.4B AUM0.04%$516,90932.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.04%$37M2.30MQ1 2026OLDER
JT Stratford LLC$786M AUM0.03%$270,26813.3KQ4 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.03%$1M92.0KQ1 2026OLDER
Investors Portfolio Services LLC$108M AUM0.03%$36,4242.3KQ1 2026OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.03%$1M71.1KQ3 2025OLDER
Defiance ETFs, LLC$7.0B AUM0.03%$2M143.1KQ1 2026OLDER
Divisadero Street Capital Management, LP$2.4B AUM0.03%$743,89337.4KQ3 2025OLDER
HAP TRADING, LLC$1.4B AUM0.03%$459,50337.3KQ3 2025OLDER
Crawford Fund Management, LLC$520M AUM0.03%$244,20012.0KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.03%$13M835.9KQ1 2026OLDER
Investment Research & Advisory Group, Inc.$286M AUM0.03%$90,2124.4KQ4 2025OLDER
Quaker Wealth Management, LLC$320M AUM0.03%$94,6295.9KQ1 2026OLDER
Evanson Financial, LLC$2.0B AUM0.03%$602,44430.6KQ2 2026
Clearbridge Investments, LLC$114.9B AUM0.03%$33M2.09MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.03%$6M300.0KQ3 2025OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.03%$350,24022.0KQ1 2026OLDER
Evanson Asset Management, LLC$1.9B AUM0.03%$487,34330.6KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$2M124.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.03%$931,97358.5KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.03%$15M961.6KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$3M190.1KQ1 2026OLDER
Diversified Trust Co$5.4B AUM0.02%$1M82.3KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.02%$590,45737.1KQ1 2026OLDER
Regal Partners Ltd$1.8B AUM0.02%$407,00020.0KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$240,59811.8KQ4 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$368,32523.1KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.02%$11M687.9KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.02%$814,73851.2KQ1 2026OLDER
MEANS INVESTMENT CO., INC.$1.1B AUM0.02%$216,95313.6KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.02%$16M1.01MQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.02%$3M161.4KQ1 2026OLDER
TOWER BRIDGE ADVISORS$1.0B AUM0.02%$184,67211.6KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM0.02%$40,7002.0KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.02%$29,8051.5KQ3 2025OLDER
Capital World Investors$732.9B AUM0.02%$128M8.06MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.02%$914,65144.9KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$14M708.3KQ4 2025OLDER
National Philanthropic Trust$3.8B AUM0.02%$599,45168.0KQ2 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$11M698.7KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.02%$73,8374.6KQ1 2026OLDER
Kemnay Advisory Services Inc.$622M AUM0.02%$95,4886.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$116M7.27MQ1 2026OLDER
State of Wyoming$844M AUM0.01%$121,2157.6KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.01%$17,5601.1KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.01%$203,27010.2KQ3 2025OLDER
Caption Management, LLC$17.1B AUM0.01%$2M140.0KQ1 2026OLDER
DnB Asset Management AS$28.0B AUM0.01%$4M176.4KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$984,25461.8KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$59,6103.0KQ3 2025OLDER
Alphadyne Asset Management LP$5.8B AUM0.01%$704,81044.3KQ1 2026OLDER
Essential Partners LLC$250M AUM0.01%$29,3541.9KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.01%$206,96013.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$77M4.86MQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$10M653.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$23M1.48MQ1 2026OLDER
WEXFORD CAPITAL LP$690M AUM0.01%$78,6704.0KQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$6M357.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.01%$205M12.87MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$6M397.6KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$3M129.1KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$87M5.49MQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.01%$2M138.4KQ1 2026OLDER
SCS Capital Management LLC$9.4B AUM0.01%$927,84958.3KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.01%$2M131.8KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.01%$38,2082.4KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$198,70010.0KQ3 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$9M554.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$46M2.86MQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$85M5.31MQ1 2026OLDER
Fulcrum Asset Management LLP$662M AUM0.01%$62,5574.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M114.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.01%$925,97158.2KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$2M143.4KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$583,35736.6KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$274,14217.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$628,72539.5KQ1 2026OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.01%$1M68.8KQ4 2025OLDER
Game Plan Financial Advisors, LLC$222M AUM0.01%$18,4671.2KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.01%$30M1.91MQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.01%$9M553.7KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$18M1.10MQ1 2026OLDER
United Community Bank$300M AUM0.01%$23,8801.5KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$903,57156.8KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$422,86726.6KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$14M868.2KQ1 2026OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.01%$441,68427.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.01%$1M70.0KQ1 2026OLDER
CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM0.01%$8,587422Q4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$10M465.8KQ3 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.01%$850,95653.5KQ1 2026OLDER
Bravera Wealth$222M AUM0.01%$15,235957Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.01%$469M23.05MQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$41M2.60MQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$641,29031.5KQ4 2025OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.01%$1M63.0KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$4M191.9KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$14M909.4KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.01%$324,50116.4KQ3 2025OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.01%$204,59310.4KQ2 2026
Vise Technologies, Inc.$5.1B AUM0.01%$295,52314.5KQ1 2026OLDER
Catalyst Capital Advisors LLC$5.4B AUM0.01%$310,44019.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$22M1.41MQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$27,5201.4KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$7M417.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$206,35513.0KQ1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.01%$519,64432.6KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.01%$47,7603.0KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$221,99810.9KQ4 2025OLDER
DV EQUITIES, LLC$558M AUM0.01%$29,0191.4KQ4 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.01%$38,6812.2KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.01%$1M77.7KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$521,82632.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$82M5.14MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.01%$286M17.98MQ1 2026OLDER
Arizona State Retirement System$17.1B AUM0.00%$826,28051.9KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$3M176.4KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$70,5033.9KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$35M2.22MQ1 2026OLDER
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$6M380.1KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$2M126.2KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$400,41925.2KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$61M3.85MQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$177,59439.3KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$6M378.4KQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.00%$669,48442.1KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$4M189.9KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$18M1.11MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$27M1.69MQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$245,42315.4KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$15,124950Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4M227.5KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$15,862806Q2 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$6M349.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$143M9.00MQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$4M253.6KQ1 2026OLDER
Swiss National Bank$173.8B AUM0.00%$6M373.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$861,27254.1KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M153.2KQ1 2026OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$8,294521Q1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$253,97216.0KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.00%$2M114.7KQ1 2026OLDER
Vinva Investment Management Ltd$8.1B AUM0.00%$250,8218.1KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$8,703438Q3 2025OLDER
ARMISTICE CAPITAL, LLC$5.6B AUM0.00%$175,07211.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$808,27450.8KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.00%$330,61120.8KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$15M941.7KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$3M166.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$78M4.88MQ1 2026OLDER
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$662,27241.6KQ1 2026OLDER
Clear Street Group Inc.$24.6B AUM0.00%$637,59640.0KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$881,36355.4KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$13M830.9KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$311,58719.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$6M355.0KQ1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$5,683357Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$893,43056.1KQ1 2026OLDER
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M169.6KQ1 2026OLDER
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$776,68948.8KQ1 2026OLDER
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$2M155.9KQ1 2026OLDER
XPONANCE LLC$14.1B AUM0.00%$305,87119.2KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M98.7KQ1 2026OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.00%$1M55.3KQ3 2025OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$9,544469Q2 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M77.5KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$476,67729.9KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M70.4KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$220,98613.9KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$4M226.7KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$528,79933.2KQ2 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$469,54823.6KQ3 2025OLDER
Creative Planning$147.4B AUM0.00%$3M173.8KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M57.2KQ3 2025OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$36,9181.9KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$883,75156.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$30M1.47MQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.00%$2,388150Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$240,35411.8KQ4 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$236,71414.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$16,199796Q4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$210,72510.4KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$5M238.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9M558.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$55,0543.5KQ1 2026OLDER
Freestone Grove Partners LP$14.2B AUM0.00%$214,67210.5KQ4 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$5M293.8KQ1 2026OLDER
Bridgewater Associates, LP$22.4B AUM0.00%$419,49520.6KQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$17,023865Q2 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$680,97842.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M107.2KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$27,7641.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$38,5532.0KQ2 2026
Mariner, LLC$85.7B AUM0.00%$1M74.2KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$171,82510.8KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$253,19215.9KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$1,640103Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$334,08221.0KQ1 2026OLDER
Blume Capital Management, Inc.$588M AUM0.00%$7,960500Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M79.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.00%$80,2375.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$904,48256.8KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$498,58331.3KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$13,914707Q2 2026
Blackstone Inc.$25.6B AUM0.00%$337,50421.2KQ1 2026OLDER
WPG Advisers, LLC$136M AUM0.00%$1,751110Q1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$419,52626.4KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$207,82013.1KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$222,58810.9KQ4 2025OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$356,08322.4KQ1 2026OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$253,84612.5KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$236,17314.8KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$625,17839.3KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$249,38715.7KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$303,17514.9KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$337,66816.6KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$4M274.4KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$679,35442.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M76.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$776,72048.8KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$2,952150Q2 2026
M&T BANK CORP$29.2B AUM0.00%$311,73019.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$32,0312.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$33,3502.1KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$556,22934.9KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$1,70984Q4 2025OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.00%$187,23511.8KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4M272.2KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,232203Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$19,1361.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M179.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$149,9999.4KQ1 2026OLDER
Cornerstone Financial Management LLC$109M AUM0.00%$90757Q1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$1,987100Q3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$540,73134.0KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.00%$1,879118Q1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.00%$82,9264.1KQ4 2025OLDER
ProShare Advisors LLC$67.5B AUM0.00%$485,57530.5KQ1 2026OLDER
HighMark Wealth Management LLC$246M AUM0.00%$1,751110Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M82.6KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$3,120196Q1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$170,53510.7KQ2 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$222,08413.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$10M703.9KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$532,44433.4KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$3,661180Q4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$538,09633.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M65.5KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$1M80.3KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$329,95520.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$19,9801.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M152.1KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$2M151.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M128.4KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.00%$1,00050Q1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$2,580164Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$30,9771.6KQ3 2025OLDER
Quarry LP$558M AUM0.00%$2,802176Q1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$289,81018.4KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$7,960500Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$36,9202.0KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$5,254330Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M186.3KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$122,5847.7KQ1 2026OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$427,61126.9KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3,687231.6KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$3,051206Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$21,7471.4KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$302,76619.0KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$184,16311.6KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$765,13148.1KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$791,15654.4KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$263,75016.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$10,204689Q1 2026OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$194,22412.2KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$984,92361.9KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M116.1KQ2 2026
Geneos Wealth Management Inc.$4.3B AUM0.00%$14,328900Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$38224Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$13,978878Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M75.3KQ1 2026OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$242,36211.7KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$261,80416.4KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$167,95610.6KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$1,25879Q1 2026OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$391,23424.6KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$2,700171Q1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$5,477344Q1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$177,81011.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$15,251958Q1 2026OLDER
Marquette Asset Management, LLC$779M AUM0.00%$1,54597Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$3,146200Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$1,17874Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$185,42111.6KQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$76448Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$2,420152Q1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$1,14772Q1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$2,287144Q1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$265,25916.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$17,5231.1KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.00%$14,328900Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$3M188.6KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$3,773237Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$37,5712.4KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,19475Q1 2026OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$6,050380Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$237,40815.0KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$84453Q1 2026OLDER
Hughes Financial Services, LLC$651M AUM0.00%$76448Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$191,18412.0KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$1,640103Q1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$3,444175Q2 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,975202Q2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$79650Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$78,0564.9KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$5,254330Q2 2026
TRUST CO OF VERMONT$2.4B AUM0.00%$2,239110Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$29,8681.9KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$1,11955Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$16,7001.0KQ1 2026OLDER
CVA Family Office, LLC$950M AUM0.00%$49431Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$149,6489.4KQ1 2026OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$49225Q2 2026
Bear Mountain Capital, Inc.$333M AUM0.00%$1639Q1 2026OLDER
TD Capital Management LLC$1.1B AUM0.00%$52926Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$44,5762.8KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$4,792301Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$58,4182.9KQ3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$11,986589Q4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$623Q1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$57629Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$83541Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$9,264582Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1117Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$1117Q1 2026OLDER
DANSKE BANK A/S$41.5B AUM0.00%$1,592100Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$79650Q1 2026OLDER
Activest Wealth Management$569M AUM$00Q1 2026OLDER

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