SEC 13F Intelligence

ZTOZTO EXPRESS CAYMAN INC

CUSIP 98980A105 · Yahoo Finance ↗ · Google Finance ↗

Zto Express Cayman Inc (ZTO) has 176 institutional holders in Filings Flow’s 13F database, together reporting 59.91M shares worth $1.4B as of Q1 2026. The largest reported holders are Pzena Investment Management LLC, Goldman Sachs Group Inc, and Serenity Capital Management Pte. Ltd..

Institutional Holders
176
Q1 2026
Reported Value
$1.4B
Ticker
ZTO
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 132Q4 ’18Q1 ’19: 156Q2 ’19: 162Q2 ’19Q3 ’19: 170Q2 ’21: 205Q2 ’21Q4 ’21: 224Q4 ’22: 220Q4 ’22Q4 ’25: 156Q1 ’26: 176Q1 ’26Q2 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $3.5BQ4 ’18Q1 ’19: $42.1BQ2 ’19: $33.9BQ2 ’19Q3 ’19: $42.4BQ2 ’21: $82.3BQ2 ’21Q4 ’21: $92.3BQ4 ’22: $4.5BQ4 ’22Q4 ’25: $1.2BQ1 ’26: $1.4BQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SERENITY CAPITAL MANAGEMENT PTE. LTD.$414M AUM30.72%$127M5.06MQ1 2026OLDER
PLATINUM INVESTMENT MANAGEMENT LTD$397M AUM12.65%$50M1.99MQ1 2026OLDER
Virtus Family Office LLC$117M AUM4.59%$5M213.9KQ1 2026OLDER
XY Capital Ltd$101M AUM1.67%$3M165.0KQ3 2025OLDER
Aurora Investment Counsel$180M AUM1.50%$3M149.4KQ3 2025OLDER
ICON ADVISERS INC/CO$433M AUM1.40%$6M240.0KQ1 2026OLDER
TODD ASSET MANAGEMENT LLC$5.1B AUM0.84%$43M1.71MQ1 2026OLDER
BRILLIANCE ASSET MANAGEMENT LTD$339M AUM0.83%$3M112.4KQ1 2026OLDER
TB Alternative Assets Ltd.$623M AUM0.73%$5M254.9KQ3 2025OLDER
Legacy Wealth Asset Management, LLC$456M AUM0.70%$3M136.9KQ4 2025OLDER
Portman Square Capital LLP$2.6B AUM0.61%$16M631.9KQ1 2026OLDER
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.61%$188M7.46MQ1 2026OLDER
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC$246M AUM0.45%$1M70.8KQ4 2025OLDER
Temasek Holdings (Private) Ltd$30.5B AUM0.34%$104M4.15MQ1 2026OLDER
DUMAC, INC.$820M AUM0.30%$2M96.8KQ1 2026OLDER
Long Corridor Asset Management Ltd$411M AUM0.28%$1M46.0KQ1 2026OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.24%$16M642.0KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.21%$26M1.34MQ3 2025OLDER
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM0.15%$1M72.3KQ3 2025OLDER
HARDING LOEVNER LP$9.7B AUM0.13%$17M892.0KQ3 2025OLDER
Taikang Asset Management (Hong Kong) Co Ltd$1.0B AUM0.12%$1M49.1KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.11%$9M339.1KQ1 2026OLDER
SmartHarvest Portfolios, LLC$240M AUM0.11%$261,74910.4KQ1 2026OLDER
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.10%$442,06117.6KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.07%$785,80731.2KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.07%$24,5671.2KQ4 2025OLDER
U S GLOBAL INVESTORS INC$858M AUM0.07%$562,09622.3KQ1 2026OLDER
FOX RUN MANAGEMENT, L.L.C.$572M AUM0.06%$414,35521.6KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.06%$58M2.32MQ1 2026OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.06%$266,67410.6KQ1 2026OLDER
PROFUND ADVISORS LLC$2.7B AUM0.05%$1M57.9KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.05%$13M509.1KQ1 2026OLDER
Erste Asset Management GmbH$10.8B AUM0.04%$4M214.9KQ3 2025OLDER
MACKENZIE FINANCIAL CORP$83.3B AUM0.04%$32M1.29MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$509,71624.4KQ4 2025OLDER
STOREBRAND ASSET MANAGEMENT AS$9.6B AUM0.03%$3M123.1KQ2 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.03%$5M178.9KQ1 2026OLDER
One Wealth Advisors, LLC$803M AUM0.03%$250,09913.0KQ3 2025OLDER
Fisher Asset Management, LLC$294.9B AUM0.03%$91M3.63MQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.03%$969,72538.5KQ1 2026OLDER
Maven Securities LTD$5.2B AUM0.03%$2M61.5KQ1 2026OLDER
MANNING & NAPIER ADVISORS LLC$7.1B AUM0.03%$2M78.1KQ1 2026OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.03%$117,3896.1KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.02%$16M618.8KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.02%$794,99531.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.02%$54M2.15MQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.02%$315,95912.6KQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.02%$217,19310.4KQ4 2025OLDER
Callan Family Office, LLC$4.4B AUM0.02%$612,40331.9KQ3 2025OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.02%$496,74225.9KQ3 2025OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$247,04612.9KQ3 2025OLDER
DRW Securities, LLC$7.2B AUM0.02%$692,56633.2KQ4 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$14M556.3KQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.02%$2M82.3KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$145M5.76MQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.02%$10M396.2KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.02%$7M280.0KQ1 2026OLDER
BRANDES INVESTMENT PARTNERS, LP$14.1B AUM0.02%$2M88.8KQ1 2026OLDER
PDS Planning, Inc$1.5B AUM0.01%$215,6068.6KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.01%$13M525.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.01%$2M62.6KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$599,62728.7KQ4 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$2M68.0KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$23M920.4KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$720,03734.5KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$23M922.6KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.01%$225,1468.9KQ1 2026OLDER
AVIVA PLC$59.6B AUM0.01%$7M262.8KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$360,29914.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$613,77024.4KQ1 2026OLDER
Swiss Life Asset Management Ltd$20.4B AUM0.01%$2M84.1KQ1 2026OLDER
Systematic Alpha Investments, LLC$2.8B AUM0.01%$269,31910.7KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.01%$39M1.57MQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$42M1.65MQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.01%$1M60.0KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$823,68832.7KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$17M658.7KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$72,6973.5KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.01%$5M184.2KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.01%$937,93948.9KQ3 2025OLDER
UBS Group AG$666.3B AUM0.01%$49M1.93MQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.01%$333,15013.2KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.01%$32,6301.6KQ2 2026
MORGAN STANLEY$1.67T AUM0.01%$114M5.46MQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.01%$2M91.6KQ1 2026OLDER
Ethic Inc.$6.4B AUM0.01%$430,98917.1KQ1 2026OLDER
QRG CAPITAL MANAGEMENT, INC.$9.7B AUM0.01%$653,01125.9KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$219,6998.7KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.01%$968,91938.5KQ1 2026OLDER
Quantbot Technologies LP$2.4B AUM0.01%$140,6255.6KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.01%$1M45.3KQ1 2026OLDER
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$2M82.1KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$17,165894Q3 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$5M211.4KQ1 2026OLDER
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.00%$312,55914.0KQ2 2026
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$42,1591.7KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.00%$896,58246.7KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$266,03412.7KQ4 2025OLDER
DnB Asset Management AS$28.0B AUM0.00%$1M52.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$28M1.11MQ1 2026OLDER
CHOREO, LLC$8.1B AUM0.00%$337,24417.3KQ3 2025OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.00%$666,27834.7KQ3 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$521,01920.7KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$192,3747.6KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$330,89815.8KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$28M1.12MQ1 2026OLDER
Alberta Investment Management Corp$16.7B AUM0.00%$345,60018.0KQ3 2025OLDER
Swedbank AB$95.1B AUM0.00%$3M123.9KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$6M245.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$3M109.8KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$277,88214.5KQ3 2025OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.00%$222,10210.6KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$359,22914.3KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$512,17020.3KQ1 2026OLDER
ROYAL LONDON ASSET MANAGEMENT LTD$47.7B AUM0.00%$1M53.7KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$586,07623.3KQ1 2026OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$239,2169.5KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$3M121.3KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$486,14425.3KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$305,37212.1KQ1 2026OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.00%$8,303371Q2 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$4M159.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$132,7975.3KQ2 2026
Larson Financial Group LLC$3.1B AUM0.00%$67,9342.7KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$54,6002.2KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$222,0338.8KQ1 2026OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$930,00036.9KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$1M51.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$14M550.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$21M835.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M143.9KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$87,8683.5KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$650,06625.8KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$12,761507Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$53,1442.5KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$310,49712.3KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$9,917394Q1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$255,92410.2KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$5,774258Q2 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$1M57.3KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M163.8KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$602,57023.9KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3,952157Q1 2026OLDER
WealthCollab, LLC$243M AUM0.00%$2,49299Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$854,87434.0KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$267,93510.6KQ1 2026OLDER
AXA Investment Managers S.A.$37.1B AUM0.00%$345,29318.0KQ3 2025OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$231,2639.2KQ1 2026OLDER
Clearstead Trust, LLC$613M AUM0.00%$5,338278Q3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$5M285.5KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$25M1.00MQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$572,62629.8KQ3 2025OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$1M53.7KQ3 2025OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$363,61018.9KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$265,04610.5KQ1 2026OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$612,46224.3KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$254,91910.0KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$2,844113Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$3M124.7KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$326,97313.5KQ1 2026OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$2,920116Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$4,933196Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$607,83024.1KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$9,766388Q1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$2M67.6KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$51523Q2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$987,06739.2KQ1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$2,593103Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$64,2082.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$12,887512Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$1,48659Q1 2026OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$47,6971.9KQ1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$3,751149Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$30,3711.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$1M47.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M62.6KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$4,707187Q1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$357,86714.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$62,1452.5KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$7,833350Q2 2026
PROFFITT & GOODSON INC$649M AUM0.00%$1,63285Q3 2025OLDER
MidFirst Bank$1.2B AUM0.00%$2,794111Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$396,93515.8KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$313,12016.0KQ3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$211,9168.4KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$1,06643Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$12M479.2KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$13,958727Q3 2025OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$65,1152.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$2,08193Q2 2026
IMA Advisory Services, Inc.$1.0B AUM0.00%$1,78771Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$65,3922.6KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$2,19087Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$394,28815.7KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$1,71168Q1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$968,28938.5KQ1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$21,0051.1KQ3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$169,9986.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$54,3682.2KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$2,361113Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$53,3602.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$1,17161Q3 2025OLDER
Washington Trust Advisors, Inc.$1.2B AUM0.00%$95350Q3 2025OLDER
LRI Investments, LLC$1.1B AUM0.00%$88546Q3 2025OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$220,84910.6KQ4 2025OLDER
Leonteq Securities AG$2.7B AUM0.00%$1,78771Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$205,57510.7KQ3 2025OLDER
Amundi$367.1B AUM0.00%$218,11210.4KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$78031Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$4,934196Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,71382Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$10,018398Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$1577Q2 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.00%$40316Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$57923Q1 2026OLDER
Rakuten Securities, Inc.$241M AUM0.00%$583Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$3,859201Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,48559Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$1,68468Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$98,5663.9KQ2 2026
RHUMBLINE ADVISERS$116.9B AUM0.00%$21,367849Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$86445Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$224,4288.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,09083Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$2,970118Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$5,664295Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$15,983635Q2 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$1,51161Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$55,0142.3KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,902155Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$9,917394Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$77032Q1 2026OLDER

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