SEC 13F Intelligence

ZIMZIM INTEGRATED SHIPPING SERV

CUSIP M9T951109 · Yahoo Finance ↗ · Google Finance ↗

Zim Integrated Shipping Serv (ZIM) has 256 institutional holders in Filings Flow’s 13F database, together reporting 49.88M shares worth $1.3B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Meitav Investment House Ltd, and American Century Companies Inc.

Institutional Holders
256
Q1 2026
Reported Value
$1.3B
Ticker
ZIM
Quarters Tracked
21

Ownership Trend

Institutional holders
Q1 ’21: 46Q1 ’21Q2 ’21: 102Q3 ’21: 128Q4 ’21: 164Q4 ’21Q1 ’22: 251Q2 ’22: 250Q3 ’22: 217Q3 ’22Q4 ’22: 213Q1 ’23: 211Q2 ’23: 167Q2 ’23Q3 ’23: 174Q4 ’23: 176Q1 ’24: 172Q1 ’24Q2 ’24: 189Q3 ’24: 200Q4 ’24: 217Q4 ’24Q1 ’25: 211Q2 ’25: 246Q3 ’25: 217Q3 ’25Q4 ’25: 221Q1 ’26: 256filingsflow.com
Total reported value
Q1 ’21: $642MQ1 ’21Q2 ’21: $1.8BQ3 ’21: $2.5BQ4 ’21: $2.5BQ4 ’21Q1 ’22: $3.2BQ2 ’22: $2.1BQ3 ’22: $884MQ3 ’22Q4 ’22: $486MQ1 ’23: $479MQ2 ’23: $200MQ2 ’23Q3 ’23: $160MQ4 ’23: $195MQ1 ’24: $287MQ1 ’24Q2 ’24: $928MQ3 ’24: $1.2BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $672MQ2 ’25: $1.0BQ3 ’25: $650MQ3 ’25Q4 ’25: $1.2BQ1 ’26: $1.3Bfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$112M4.25MQ1 2026
MEITAV INVESTMENT HOUSE LTD$9.1B AUM1.13%$103M3.91MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$101M3.84MQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$94M3.58MQ1 2026
Yelin Lapidot Holdings Management Ltd.$480M AUM17.94%$86M3.27MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.12%$77M2.94MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$60M2.27MQ1 2026
Walleye Trading LLC$60.0B AUM0.10%$58M2.20MQ1 2026
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM0.21%$44M1.66MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$42M1.60MQ1 2026
STATE STREET CORP$2.90T AUM0.00%$38M1.44MQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.07%$34M2.13MQ2 2025OLDER
Greenvale Capital LLP$912M AUM2.90%$32M1.50MQ4 2025OLDER
ALPINE ASSOCIATES MANAGEMENT INC.$1.7B AUM1.84%$31M1.18MQ1 2026
ODDO BHF ASSET MANAGEMENT SAS$2.5B AUM1.19%$30M1.15MQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.03%$29M1.10MQ1 2026
Y.D. More Investments Ltd$2.6B AUM1.05%$27M1.02MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.03%$25M951.0KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.03%$24M920.1KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.02%$24M917.1KQ1 2026
CAUSEWAY CAPITAL MANAGEMENT LLC$8.1B AUM0.29%$23M889.5KQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.08%$22M1.34MQ2 2025OLDER
EQUITEC PROPRIETARY MARKETS, LLC$187M AUM10.93%$20M776.4KQ1 2026
Sparta 24 Ltd.$87M AUM17.47%$20M962.0KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$20M763.7KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$18M690.3KQ1 2026
Clal Insurance Enterprises Holdings Ltd$16.6B AUM0.11%$18M690.0KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$18M832.7KQ1 2026
CITIGROUP INC$234.5B AUM0.01%$17M663.9KQ1 2026
AQR Arbitrage LLC$6.1B AUM0.27%$16M623.8KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.01%$16M622.1KQ1 2026
Magnetar Financial LLC$9.8B AUM0.16%$16M595.3KQ1 2026
Capula Management Ltd$14.1B AUM0.11%$16M594.8KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$15M723.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$15M581.0KQ1 2026
Ion Asset Management Ltd.$911M AUM0.84%$15M947.3KQ2 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$14M542.0KQ1 2026
WOLVERINE TRADING, LLC$138.7B AUM0.01%$14M1.03MQ3 2025OLDER
NOMURA HOLDINGS INC$37.7B AUM0.04%$13M506.6KQ1 2026
LMR Partners LLP$45.4B AUM0.02%$11M418.4KQ1 2026
GROUP ONE TRADING LLC$52.2B AUM0.02%$11M406.5KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$11M406.1KQ1 2026
Harel Insurance Investments & Financial Services Ltd.$14.7B AUM0.07%$10M391.8KQ1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$10M374.7KQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.06%$10M368.1KQ1 2026
DME Capital Management, LP$3.2B AUM0.29%$9M354.5KQ1 2026
WATER ISLAND CAPITAL LLC$896M AUM0.98%$9M331.8KQ1 2026
Verition Fund Management LLC$15.4B AUM0.06%$9M328.3KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$9M323.7KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.01%$9M323.7KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.06%$8M307.9KQ1 2026
Weiss Asset Management LP$5.9B AUM0.12%$7M276.4KQ1 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.27%$7M273.9KQ1 2026
Sagil Capital LLP$263M AUM2.72%$7M271.5KQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$7M257.9KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$7M255.8KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.02%$7M249.8KQ1 2026
Grantham, Mayo, Van Otterloo & Co. LLC$39.1B AUM0.02%$6M245.6KQ1 2026
Swiss National Bank$173.8B AUM0.00%$6M238.4KQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.02%$6M236.7KQ1 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.03%$6M415.9KQ3 2025OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$6M208.8KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$5M207.8KQ1 2026
Hartree Partners, LP$467M AUM1.13%$5M200.0KQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.37%$5M386.5KQ3 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.06%$5M192.8KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M191.6KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$5M183.5KQ1 2026
Jump Financial, LLC$7.5B AUM0.06%$5M176.2KQ1 2026
Invesco Ltd.$653.3B AUM0.00%$5M173.9KQ1 2026
Walleye Capital LLC$24.0B AUM0.02%$5M171.4KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$4M166.9KQ1 2026
Vestcor Inc$3.6B AUM0.12%$4M164.6KQ1 2026
UBS Group AG$666.3B AUM0.00%$4M162.3KQ1 2026
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$4M154.2KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.01%$4M153.9KQ1 2026
MANGROVE PARTNERS IM, LLC$1.2B AUM0.29%$4M135.0KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.01%$3M129.8KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.06%$3M129.4KQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3M127.0KQ1 2026
Man Group plc$55.1B AUM0.01%$3M113.9KQ1 2026
Tidal Investments LLC$47.4B AUM0.01%$3M112.8KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$3M111.8KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$3M109.4KQ1 2026
SPHERA FUNDS MANAGEMENT LTD.$630M AUM0.44%$3M106.0KQ1 2026
CWA Asset Management Group, LLC$2.9B AUM0.09%$3M104.9KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3M104.7KQ1 2026
Sculptor Capital LP$9.6B AUM0.03%$3M124.6KQ4 2025OLDER
Soviero Asset Management, LP$200M AUM1.32%$3M100.0KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M98.5KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$3M95.3KQ1 2026
SIG BROKERAGE, LP$3.8B AUM0.07%$2M94.0KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$2M90.2KQ1 2026
NINE MASTS CAPITAL Ltd$693M AUM0.34%$2M90.1KQ1 2026
FMR LLC$1.90T AUM0.00%$2M85.1KQ1 2026
Quadrature Capital Ltd$8.4B AUM0.04%$2M135.9KQ2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$2M80.9KQ1 2026
Astoria Portfolio Advisors LLC.$470M AUM0.48%$2M74.2KQ4 2025OLDER
VestGen Advisors, LLC$3.8B AUM0.08%$2M129.0KQ2 2025OLDER
Kennondale Capital Management LLC$139M AUM1.38%$2M72.5KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M69.5KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$2M63.7KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$2M60.5KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$2M60.0KQ1 2026
SBI Securities Co., Ltd.$3.6B AUM0.04%$2M59.8KQ1 2026
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2M57.7KQ1 2026
Kintayl Capital LP$192M AUM0.78%$2M57.1KQ1 2026
Arista Wealth Management, LLC$927M AUM0.18%$1M69.1KQ4 2025OLDER
Rangeley Capital, LLC$103M AUM1.41%$1M55.0KQ1 2026
TIG Advisors, LLC$2.2B AUM0.07%$1M53.8KQ1 2026
Bulltick Wealth Management, LLC$453M AUM0.35%$1M88.0KQ2 2025OLDER
GM Advisory Group, LLC$2.6B AUM0.06%$1M100.0KQ3 2025OLDER
Value Base Ltd.$127M AUM0.99%$1M62.0KQ4 2025OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$1M49.9KQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.00%$1M49.8KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M48.6KQ1 2026
Summit Financial, LLC$7.8B AUM0.02%$1M47.1KQ1 2026
PEAK6 LLC$42.6B AUM0.00%$1M47.1KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M46.4KQ1 2026
CSS LLC/IL$2.1B AUM0.06%$1M45.6KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$1M43.3KQ1 2026
Virtu Financial LLC$2.4B AUM0.06%$1M84.1KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1M43.4KQ1 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.05%$1M52.5KQ4 2025OLDER
Quantitative Investment Management, LLC$963M AUM0.11%$1M52.0KQ4 2025OLDER
HRT FINANCIAL LP$40.1B AUM0.00%$1M50.0KQ4 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.01%$1M48.9KQ4 2025OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$1M64.1KQ2 2025OLDER
Marex Group Ltd$15.8B AUM0.01%$1M38.2KQ1 2026
Kovack Advisors, Inc.$1.9B AUM0.05%$919,32834.9KQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$907,07234.4KQ1 2026
Autumn Glory Partners, LLC$272M AUM0.33%$895,90034.0KQ1 2026
Redhawk Wealth Advisors, Inc.$1.0B AUM0.10%$881,30233.4KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$845,32032.2KQ1 2026
NAVELLIER & ASSOCIATES INC$960M AUM0.10%$845,15952.5KQ2 2025OLDER
GABELLI FUNDS LLC$14.8B AUM0.01%$835,29531.7KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$824,22831.3KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$808,12130.7KQ1 2026
Mint Tower Capital Management B.V.$1.1B AUM0.07%$791,00030.0KQ1 2026
Polar Asset Management Partners Inc.$5.0B AUM0.02%$790,50030.0KQ1 2026
Quantbot Technologies LP$2.4B AUM0.03%$787,73329.9KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$784,07829.8KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$777,22029.5KQ1 2026
SIERRA SUMMIT ADVISORS LLC$688M AUM0.11%$773,76829.4KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.10%$772,05529.3KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$771,33629.3KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$769,15329.2KQ1 2026
Inspire Investing, LLC$1.7B AUM0.08%$767,97647.7KQ2 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.07%$758,93328.8KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$746,39955.1KQ3 2025OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.73%$745,70528.3KQ1 2026
Caption Management, LLC$17.1B AUM0.00%$737,80028.0KQ1 2026
Unison Advisors LLC$1.3B AUM0.06%$737,37928.0KQ1 2026
Scientech Research LLC$120M AUM0.18%$736,48845.8KQ2 2025OLDER
X-Square Capital, LLC$297M AUM0.23%$734,00054.2KQ3 2025OLDER
GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM0.11%$728,57827.6KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.06%$721,62127.4KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.01%$712,59334.0KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$705,04726.8KQ1 2026
Counterpoint Mutual Funds LLC$666M AUM0.10%$692,80647.5KQ4 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$692,21526.3KQ1 2026
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.11%$684,77432.3KQ4 2025OLDER
ALGERT GLOBAL LLC$6.6B AUM0.01%$684,00032.2KQ4 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$681,60125.9KQ1 2026
Centiva Capital, LP$13.6B AUM0.01%$676,58542.0KQ2 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$674,85125.6KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$654,08624.8KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$637,32924.2KQ1 2026
Nebula Research & Development LLC$0 AUM0.05%$634,38039.4KQ2 2025OLDER
RK Capital Management, LLC/FL$2.6B AUM0.02%$629,76523.9KQ1 2026
Pictet Asset Management Holding SA$94.8B AUM0.00%$593,61322.5KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$591,23722.4KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$587,73022.3KQ1 2026
Vident Advisory, LLC$11.7B AUM0.01%$587,55222.3KQ1 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$584,95236.4KQ2 2025OLDER
FORA Capital, LLC$1.4B AUM0.07%$582,72126.5KQ4 2025OLDER
HARVEST MANAGEMENT LLC$206M AUM0.28%$574,43021.8KQ1 2026
Phoenix Financial Ltd.$10.5B AUM0.01%$561,46921.7KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$550,08320.9KQ1 2026
Corton Capital Inc.$41M AUM1.34%$543,93840.1KQ3 2025OLDER
FIFTH LANE CAPITAL, LP$82M AUM0.54%$542,00040.0KQ3 2025OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.01%$536,72420.4KQ1 2026
Mariner, LLC$85.7B AUM0.00%$532,85020.2KQ1 2026
Ionic Capital Management LLC$1.4B AUM0.04%$527,00020.0KQ1 2026
Optimize Financial Inc$203M AUM0.25%$506,16623.8KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.02%$500,26219.0KQ1 2026
Sciencast Management LP$785M AUM0.10%$497,79230.9KQ2 2025OLDER
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$493,00018.7KQ1 2026
Skandinaviska Enskilda Banken AB (publ)$4.3B AUM0.00%$492,35430.6KQ2 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$482,04618.3KQ1 2026
U S GLOBAL INVESTORS INC$858M AUM0.05%$481,36435.5KQ3 2025OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$476,69822.5KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$462,37517.5KQ1 2026
Chung Wu Investment Group, LLC$116M AUM0.38%$445,31516.9KQ1 2026
Bayesian Capital Management, LP$82M AUM0.07%$438,82327.3KQ2 2025OLDER
Jain Global LLC$24.2B AUM0.00%$437,02020.6KQ4 2025OLDER
MBE Wealth Management, LLC$241M AUM0.18%$427,96216.2KQ1 2026
IHT Wealth Management, LLC$4.3B AUM0.01%$427,10020.1KQ4 2025OLDER
FNY Investment Advisers, LLC$278M AUM0.19%$425,00016.2KQ1 2026
CIBC Private Wealth Group LLC$59.2B AUM0.00%$424,74920.0KQ4 2025OLDER
HUB Investment Partners, LLC$4.2B AUM0.01%$424,31416.1KQ1 2026
BESSEMER GROUP INC$63.6B AUM0.00%$424,00031.3KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$422,62816.0KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.01%$417,93419.7KQ4 2025OLDER
SG Americas Securities, LLC$92.9B AUM0.00%$403,00025.1KQ2 2025OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.01%$402,99715.3KQ1 2026
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$395,81424.6KQ2 2025OLDER
Essex LLC$566M AUM0.07%$388,84714.8KQ1 2026
Trexquant Investment LP$13.9B AUM0.00%$387,27328.6KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$377,01614.3KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$368,10914.0KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$367,00013.9KQ1 2026
IFP Advisors, Inc$4.8B AUM0.01%$358,20213.6KQ1 2026
R Squared Ltd$182M AUM0.20%$356,46313.5KQ1 2026
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$356,32913.5KQ1 2026
L2 Asset Management, LLC$1.1B AUM0.03%$351,27013.3KQ1 2026
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.03%$341,88021.2KQ2 2025OLDER
CIDEL ASSET MANAGEMENT INC$2.1B AUM0.02%$326,42012.4KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$325,52212.4KQ1 2026
Signal Advisors Wealth, LLC$1.5B AUM0.02%$323,26212.3KQ1 2026
COMMONS CAPITAL, LLC$120M AUM0.24%$321,80020.0KQ2 2025OLDER
One68 Global Capital, LLC$31M AUM1.01%$313,09111.9KQ1 2026
Greenland Capital Management LP$787M AUM0.04%$312,01011.8KQ1 2026
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.26%$307,96214.5KQ4 2025OLDER
Amundi$367.1B AUM0.00%$305,68611.6KQ1 2026
Qsemble Capital Management, LP$1.3B AUM0.02%$300,44714.2KQ4 2025OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$298,73011.3KQ1 2026
Cannon Global Investment Management, LLC$51M AUM0.75%$297,22014.0KQ4 2025OLDER
Baron Wealth Management LLC$386M AUM0.09%$295,55411.2KQ1 2026
Headlands Technologies LLC$878M AUM0.02%$293,88713.8KQ4 2025OLDER
Sigma Planning Corp$3.6B AUM0.01%$291,17411.1KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$286,92610.9KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$286,12010.9KQ1 2026
Plan Group Financial, LLC$426M AUM0.07%$279,03510.6KQ1 2026
Independent Advisor Alliance$9.3B AUM0.01%$278,35717.3KQ2 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$276,05413.0KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$274,49620.3KQ3 2025OLDER
LEUTHOLD GROUP, LLC$939M AUM0.03%$271,25612.8KQ4 2025OLDER
State of Wyoming$844M AUM0.03%$270,81012.8KQ4 2025OLDER
DLK Investment Management, LLC$253M AUM0.11%$270,27210.3KQ1 2026
PenderFund Capital Management Ltd.$639M AUM0.04%$260,8659.9KQ1 2026
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.00%$256,88312.1KQ4 2025OLDER
Connecticut Capital Management Group, LLC$106M AUM0.24%$252,7769.6KQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$251,14811.8KQ4 2025OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.17%$249,9519.5KQ1 2026
AFFINITY WEALTH MANAGEMENT LLC$661M AUM0.04%$249,3509.5KQ1 2026
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$247,2169.4KQ1 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$238,7059.1KQ1 2026
Total Clarity Wealth Management, Inc.$426M AUM0.06%$238,39917.6KQ3 2025OLDER
Creative Planning$147.4B AUM0.00%$237,3059.0KQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$233,5668.9KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.01%$230,67517.0KQ3 2025OLDER
Bridgefront Capital, LLC$402M AUM0.06%$228,36514.2KQ2 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$218,8898.3KQ1 2026
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$216,80016.0KQ3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$210,8648.0KQ1 2026
PATTEN & PATTEN INC/TN$1.7B AUM0.01%$210,8008.0KQ1 2026
REGATTA CAPITAL GROUP, LLC$661M AUM0.03%$209,12615.4KQ3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$206,9797.9KQ1 2026
Base Wealth Management LLC$179M AUM0.11%$204,6118.2KQ1 2026
PharVision Advisers, LLC$10M AUM0.11%$203,49415.0KQ3 2025OLDER
Janney Montgomery Scott LLC$40.4B AUM0.00%$201,0007.6KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$197,6257.5KQ1 2026
Annex Advisory Services, LLC$5.3B AUM0.00%$189,89811.8KQ2 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$186,43413.8KQ3 2025OLDER
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$184,1918.7KQ4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$184,1617.1KQ1 2026
Plato Investment Management Ltd$1.5B AUM0.01%$182,01711.4KQ2 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.02%$181,36611.3KQ2 2025OLDER
SeaCrest Wealth Management, LLC$903M AUM0.02%$178,43811.1KQ2 2025OLDER
Tortoise Investment Management, LLC$1.2B AUM0.02%$176,15013.0KQ3 2025OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$173,98212.8KQ3 2025OLDER
Blueshift Asset Management, LLC$330M AUM0.05%$169,58910.5KQ2 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$167,93412.4KQ3 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.00%$160,90010.0KQ2 2025OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.03%$147,3366.9KQ4 2025OLDER
Composition Wealth, LLC$7.3B AUM0.00%$135,50010.0KQ3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$129,2474.9KQ1 2026
National Philanthropic Trust$3.8B AUM0.00%$119,33511.8KQ1 2026
Bayforest Capital Ltd$89M AUM0.11%$94,2543.6KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$93,2003.5KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$87,7983.3KQ1 2026
EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM0.00%$87,3503.3KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$86,7183.3KQ1 2026
Triumph Capital Management$491M AUM0.02%$86,4023.3KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$82,2123.1KQ1 2026
Founders Capital Management$205M AUM0.04%$76,4152.9KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$71,8992.8KQ1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$68,9842.6KQ1 2026
Legacy Wealth Managment, LLC/ID$201M AUM0.03%$60,6052.3KQ1 2026
ASSETMARK, INC$49.0B AUM0.00%$59,3402.3KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.01%$55,5722.1KQ1 2026
Covestor Ltd$144M AUM0.03%$55,0002.8KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$52,7002.0KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$52,6862.0KQ1 2026
Pilgrim Partners Asia Pte Ltd$246M AUM0.02%$48,7803.6KQ3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$46,4811.8KQ1 2026
Sunrise Financial Services, LLC$141M AUM0.03%$42,4602.0KQ4 2025OLDER
Altshuler Shaham Ltd$5.5B AUM0.00%$39,7891.5KQ1 2026
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$38,8661.5KQ1 2026
Lodestone Wealth Management LLC$252M AUM0.01%$35,7411.4KQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$35,3881.3KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$35,1311.3KQ1 2026
Quarry LP$558M AUM0.01%$33,6992.5KQ3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$29,1101.1KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$26,7342.0KQ3 2025OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$26,0281.2KQ4 2025OLDER
PIN OAK INVESTMENT ADVISORS INC$141M AUM0.02%$26,0001.0KQ1 2026
Legacy Investment Solutions, LLC$192M AUM0.01%$25,7441.6KQ2 2025OLDER
HOEY INVESTMENTS, INC$693M AUM0.00%$25,4761.2KQ4 2025OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.02%$24,216919Q1 2026
CWM, LLC$38.1B AUM0.00%$21,792827Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$20,922794Q1 2026
Mowery & Schoenfeld Wealth Management, LLC$65M AUM0.04%$20,5071.5KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$20,3491.5KQ3 2025OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$19,9321.3KQ2 2025OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$19,473739Q1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$18,129688Q1 2026
Grove Bank & Trust$1.0B AUM0.00%$16,0901.0KQ2 2025OLDER
WINNOW WEALTH LLC$130M AUM0.01%$15,972726Q4 2025OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$15,929990Q2 2025OLDER
FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM0.00%$15,2981.1KQ3 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$15,158714Q4 2025OLDER
Manchester Capital Management LLC$694M AUM0.00%$13,808524Q1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$13,358506Q1 2026
EASTERN BANK$6.5B AUM0.00%$12,195900Q3 2025OLDER
Kiker Wealth Management, LLC$209M AUM0.01%$12,003746Q2 2025OLDER
HANTZ FINANCIAL SERVICES, INC.$6.6B AUM0.00%$10,000361Q1 2026
BARCLAYS PLC$416.3B AUM0.00%$9,512361Q1 2026
Transce3nd, LLC$11M AUM0.00%$9,091565Q2 2025OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$8,045500Q2 2025OLDER
Hamrick Investment Counsel, llc$180M AUM0.00%$7,905300Q1 2026
Anfield Capital Management, LLC$363M AUM0.00%$7,273276Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$6,746256Q1 2026
NFSG Corp$608M AUM0.00%$6,603311Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$6,588250Q1 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.00%$6,369300Q4 2025OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$5,876223Q1 2026
Sound Income Strategies, LLC$2.1B AUM0.00%$5,527213Q1 2026
Kozak & Associates, Inc.$576M AUM0.00%$5,439205Q1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$5,270200Q1 2026
WEBSTER BANK, N. A.$1.1B AUM0.00%$5,033191Q1 2026
First Command Advisory Services, Inc.$14.8B AUM0.00%$4,664177Q1 2026
Rakuten Securities, Inc.$241M AUM0.00%$4,163158Q1 2026
Truvestments Capital LLC$554M AUM0.00%$3,624138Q1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$3,399129Q1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.00%$3,388250Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,162120Q1 2026
Pacer Advisors, Inc.$35.6B AUM0.00%$3,000112Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$2,740104Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$2,675126Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$2,662101Q1 2026
Intesa Sanpaolo S.p.A.$1.7B AUM0.00%$2,635100Q1 2026
IAG Wealth Partners, LLC$896M AUM0.00%$2,55697Q1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$2,51595Q1 2026
MRP Capital Investments, LLC$115M AUM0.00%$2,123100Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2,03896Q4 2025OLDER
WealthCollab, LLC$243M AUM0.00%$1,76667Q1 2026
WHITTIER TRUST CO$8.9B AUM0.00%$1,609100Q2 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$1,31850Q1 2026
Ascentis Independent Advisors$1.3B AUM0.00%$1,31750Q1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$1,23847Q1 2026
Stone House Investment Management, LLC$558M AUM0.00%$1,05440Q1 2026
Financial Connections Group, Inc.$288M AUM0.00%$1,00050Q1 2026
CX Institutional$3.5B AUM0.00%$1,00050Q4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.00%$95059Q2 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$77248Q2 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$73828Q1 2026
Groupe la Francaise$7.3B AUM0.00%$63755Q3 2025OLDER
Iron Horse Wealth Management, LLC$339M AUM0.00%$61138Q2 2025OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$54240Q3 2025OLDER
REAP Financial Group, LLC$507M AUM0.00%$52720Q1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$50519Q1 2026
Bruce G. Allen Investments, LLC$153M AUM0.00%$50119Q1 2026
Bell Investment Advisors, Inc$639M AUM0.00%$50119Q1 2026
MJT & Associates Financial Advisory Group, Inc.$151M AUM0.00%$27917Q2 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$27210Q1 2026
Game Plan Financial Advisors, LLC$222M AUM0.00%$23411Q4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$2118Q1 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$1586Q1 2026
Cornerstone Planning Group LLC$749M AUM0.00%$863Q1 2026
Accordant Advisory Group Inc$161M AUM0.00%$643Q4 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$532Q1 2026
ATTICUS WEALTH MANAGEMENT, LLC$369M AUM0.00%$171Q2 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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