SEC 13F Intelligence

RIGTRANSOCEAN LTD

CUSIP H8817H100 · Yahoo Finance ↗ · Google Finance ↗

Transocean Ltd (RIG) has 528 institutional holders in Filings Flow’s 13F database, together reporting 900.07M shares worth $6.0B as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP.

Institutional Holders
528
Q1 2026
Reported Value
$6.0B
Ticker
RIG
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 379Q1 ’19Q2 ’19: 335Q3 ’19: 330Q4 ’19: 322Q1 ’20: 252Q1 ’20Q2 ’20: 241Q3 ’20: 200Q4 ’20: 204Q1 ’21: 238Q1 ’21Q2 ’21: 257Q3 ’21: 251Q4 ’21: 264Q1 ’22: 288Q1 ’22Q2 ’22: 280Q3 ’22: 285Q4 ’22: 342Q1 ’23: 372Q1 ’23Q2 ’23: 367Q3 ’23: 397Q4 ’23: 405Q1 ’24: 400Q1 ’24Q2 ’24: 398Q3 ’24: 400Q4 ’24: 422Q1 ’25: 391Q1 ’25Q2 ’25: 415Q3 ’25: 439Q4 ’25: 457Q1 ’26: 528Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $2.2BQ1 ’19Q2 ’19: $1.8BQ3 ’19: $1.1BQ4 ’19: $1.8BQ1 ’20: $293MQ1 ’20Q2 ’20: $340MQ3 ’20: $151MQ4 ’20: $385MQ1 ’21: $651MQ1 ’21Q2 ’21: $1.1BQ3 ’21: $846MQ4 ’21: $642MQ1 ’22: $1.3BQ1 ’22Q2 ’22: $910MQ3 ’22: $704MQ4 ’22: $1.5BQ1 ’23: $2.4BQ1 ’23Q2 ’23: $2.6BQ3 ’23: $3.1BQ4 ’23: $2.6BQ1 ’24: $2.8BQ1 ’24Q2 ’24: $2.6BQ3 ’24: $1.8BQ4 ’24: $1.6BQ1 ’25: $1.6BQ1 ’25Q2 ’25: $1.6BQ3 ’25: $2.3BQ4 ’25: $3.2BQ1 ’26: $6.0BQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BlackRock, Inc.$5.72T AUM0.01%$586M88.37MQ1 2026
VANGUARD GROUP INC$6.90T AUM0.01%$401M97.01MQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.07%$324M48.82MQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.02%$311M46.86MQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.25%$308M46.46MQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.01%$294M44.27MQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.16%$269M40.54MQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.02%$223M33.61MQ1 2026
Slate Path Capital LP$6.7B AUM2.96%$199M30.06MQ1 2026
Capital World Investors$732.9B AUM0.03%$196M29.58MQ1 2026
STATE STREET CORP$2.90T AUM0.01%$166M24.98MQ1 2026
Pilgrim Global Advisors LLC$772M AUM20.53%$159M23.91MQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$156M23.47MQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.08%$151M22.76MQ1 2026
MORGAN STANLEY$1.66T AUM0.01%$144M21.69MQ1 2026
VAN ECK ASSOCIATES CORP$133.2B AUM0.11%$140M21.14MQ1 2026
Dalal Street, LLC$423M AUM31.97%$135M20.39MQ1 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.44%$110M16.54MQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.11%$106M16.04MQ1 2026
Elliott Investment Management L.P.$20.1B AUM0.52%$104M15.63MQ1 2026
TWO SIGMA ADVISERS, LP$0 AUM0.18%$92M22.21MQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$86M12.98MQ1 2026
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.31%$84M12.66MQ1 2026
GENDELL JEFFREY L$7.3B AUM1.06%$78M11.70MQ1 2026
FIL Ltd$128.7B AUM0.06%$75M11.24MQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$65M9.81MQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.01%$60M9.07MQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.08%$58M8.76MQ1 2026
Ghisallo Capital Management LLC$3.6B AUM1.89%$58M18.50MQ3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$57M8.60MQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.10%$54M8.17MQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.01%$54M8.14MQ1 2026
DRIEHAUS CAPITAL MANAGEMENT LLC$13.6B AUM0.35%$48M7.21MQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.01%$43M6.51MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.01%$43M6.41MQ1 2026
UBS Group AG$666.3B AUM0.01%$42M6.35MQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.05%$38M5.75MQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.01%$38M5.70MQ1 2026
Squarepoint Ops LLC$85.1B AUM0.04%$37M5.55MQ1 2026
CWA Asset Management Group, LLC$2.9B AUM1.17%$35M5.20MQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.06%$34M5.20MQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$31M4.70MQ1 2026
Walleye Trading LLC$60.0B AUM0.05%$31M4.64MQ1 2026
Empyrean Capital Partners, LP$3.1B AUM0.99%$30M4.57MQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$30M4.49MQ1 2026
ION Fund Management Ltd$707M AUM4.21%$30M4.49MQ1 2026
Nuveen, LLC$369.3B AUM0.01%$30M4.48MQ1 2026
Solus Alternative Asset Management LP$372M AUM7.97%$30M4.47MQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$26M3.25MQ1 2026
FMR LLC$1.90T AUM0.00%$26M3.93MQ1 2026
Yaupon Capital Management LP$3.2B AUM0.98%$26M8.25MQ3 2025OLDER
PEAK6 LLC$42.6B AUM0.06%$25M3.74MQ1 2026
CLOUGH CAPITAL PARTNERS L P$1.0B AUM2.30%$24M3.61MQ1 2026
Canoe Financial LP$7.3B AUM0.32%$24M3.57MQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.01%$22M3.28MQ1 2026
Rokos Capital Management LLP$13.2B AUM0.16%$21M3.17MQ1 2026
Penn Capital Management Company, LLC$1.3B AUM1.62%$21M3.15MQ1 2026
Man Group plc$55.1B AUM0.04%$21M3.15MQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$21M3.13MQ1 2026
Jump Financial, LLC$7.5B AUM0.27%$21M3.10MQ1 2026
Trexquant Investment LP$13.9B AUM0.15%$20M3.08MQ1 2026
Madison Asset Management, LLC$8.1B AUM0.25%$20M3.03MQ1 2026
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM0.66%$20M3.00MQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.01%$19M2.92MQ1 2026
Ninepoint Partners LP$904M AUM2.47%$19M6.00MQ3 2025OLDER
Zimmer Partners, LP$4.1B AUM0.49%$18M4.46MQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.05%$18M3.03MQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$18M2.66MQ1 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM0.61%$17M2.60MQ1 2026
Quadrature Capital Ltd$8.4B AUM0.20%$17M2.59MQ1 2026
PRIMECAP MANAGEMENT CO/CA/$127.0B AUM0.01%$17M2.57MQ1 2026
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.06%$17M2.51MQ1 2026
TIG Advisors, LLC$2.2B AUM0.77%$17M2.50MQ1 2026
Contrarius Group Holdings Ltd$1.8B AUM0.93%$16M2.47MQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.05%$16M2.38MQ1 2026
Invesco Ltd.$653.3B AUM0.00%$16M2.36MQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.02%$14M2.18MQ1 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.03%$13M2.03MQ1 2026
Burkehill Global Management, LP$2.0B AUM0.66%$13M2.00MQ1 2026
Ion Asset Management Ltd.$911M AUM1.44%$13M4.20MQ3 2025OLDER
Swiss National Bank$173.8B AUM0.01%$13M1.96MQ1 2026
LMR Partners LLP$45.4B AUM0.03%$12M1.78MQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.34%$12M1.77MQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.01%$11M2.70MQ4 2025OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.01%$11M1.65MQ1 2026
Forvis Mazars Wealth Advisors, LLC$5.3B AUM0.21%$11M1.64MQ1 2026
Creative Planning$147.4B AUM0.01%$10M1.58MQ1 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.07%$10M2.52MQ4 2025OLDER
Trek Financial, LLC$1.9B AUM0.55%$10M1.57MQ1 2026
Neuberger Berman Group LLC$131.4B AUM0.01%$10M1.56MQ1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$10M1.47MQ1 2026
HRT FINANCIAL LP$40.1B AUM0.02%$9M1.43MQ1 2026
Packer & Co Ltd$267M AUM3.48%$9M1.41MQ1 2026
ALGERT GLOBAL LLC$6.6B AUM0.14%$9M1.39MQ1 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$9M1.38MQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.01%$9M1.37MQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$9M1.34MQ1 2026
Lloyd Harbor Capital Management, LLC$245M AUM3.59%$9M1.32MQ1 2026
Hosking Partners LLP$2.8B AUM0.31%$9M1.32MQ1 2026
SEVEN GRAND MANAGERS, LLC$1.5B AUM0.70%$9M2.75MQ3 2025OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.04%$8M2.67MQ3 2025OLDER
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.01%$8M1.23MQ1 2026
THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM0.02%$8M1.22MQ1 2026
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.08%$8M1.22MQ1 2026
RHUMBLINE ADVISERS$116.9B AUM0.01%$8M1.18MQ1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.01%$8M1.16MQ1 2026
ICON ADVISERS INC/CO$433M AUM1.61%$7M1.80MQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.09%$7M1.11MQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.02%$7M1.11MQ1 2026
Kailix Advisors LLC$114M AUM10.91%$7M2.72MQ2 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM0.00%$7M1.04MQ1 2026
CREDIT AGRICOLE S A$38.1B AUM0.02%$7M1.02MQ1 2026
Alphadyne Asset Management LP$5.8B AUM0.12%$7M1.01MQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.67%$7M1.00MQ1 2026
WHITEBOX ADVISORS LLC$8.1B AUM0.08%$7M1.00MQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M966.8KQ1 2026
Monolith Management Ltd$332M AUM1.93%$6M966.0KQ1 2026
Legal & General Group Plc$432.4B AUM0.00%$6M963.0KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$6M958.4KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$6M942.1KQ1 2026
Paloma Partners Management Co$510M AUM1.03%$6M2.00MQ3 2025OLDER
Oxbow Advisors, LLC$1.2B AUM0.52%$6M925.4KQ1 2026
GLAZER CAPITAL, LLC$4.7B AUM0.13%$6M757.5KQ1 2026
LONESTAR CAPITAL MANAGEMENT LLC$671M AUM0.89%$6M900.0KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.02%$6M876.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.01%$6M875.7KQ1 2026
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$6M860.5KQ1 2026
CASTLEARK MANAGEMENT LLC$3.0B AUM0.18%$6M837.1KQ1 2026
Soviero Asset Management, LP$200M AUM2.68%$5M810.0KQ1 2026
VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM0.00%$5M779.0KQ1 2026
Voleon Capital Management LP$4.6B AUM0.11%$5M772.4KQ1 2026
Glenorchy Capital Ltd$1.7B AUM0.29%$5M750.5KQ1 2026
STEADFAST CAPITAL MANAGEMENT LP$2.9B AUM0.08%$5M1.16MQ4 2025OLDER
Maven Securities LTD$5.2B AUM0.12%$5M1.50MQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.19%$5M697.1KQ1 2026
FRANKLIN RESOURCES INC$408.3B AUM0.00%$5M686.9KQ1 2026
KEATING INVESTMENT COUNSELORS INC$404M AUM1.12%$5M682.9KQ1 2026
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$4M669.9KQ1 2026
XTX Topco Ltd$5.8B AUM0.08%$4M661.4KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$4M1.05MQ1 2026
Informed Momentum Co LLC$866M AUM0.47%$4M617.5KQ1 2026
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4M609.1KQ1 2026
Polar Asset Management Partners Inc.$5.0B AUM0.04%$4M1.27MQ3 2025OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M940.6KQ4 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.06%$4M549.1KQ1 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$4M875.9KQ4 2025OLDER
Corigliano Investment Advisers, LLC$256M AUM1.38%$4M533.9KQ1 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM0.00%$3M520.0KQ1 2026
Empowered Funds, LLC$15.7B AUM0.02%$3M503.5KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.02%$3M503.2KQ1 2026
CITIGROUP INC$234.5B AUM0.00%$3M493.0KQ1 2026
Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM0.74%$3M484.6KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$3M483.0KQ1 2026
Aventail Capital Group, LP$2.1B AUM0.14%$3M1.00MQ3 2025OLDER
Sourcerock Group LLC$2.5B AUM0.21%$3M1.00MQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$3M976.0KQ3 2025OLDER
Janus Henderson Group Ltd.$209.4B AUM0.00%$3M444.6KQ1 2026
Verition Fund Management LLC$15.4B AUM0.02%$3M440.5KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$3M435.5KQ1 2026
Mariner, LLC$85.7B AUM0.00%$3M428.6KQ1 2026
Sculptor Capital LP$9.6B AUM0.03%$3M424.6KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$3M418.4KQ1 2026
Bridgewater Associates, LP$22.4B AUM0.01%$3M418.4KQ1 2026
Tejara Capital Ltd$303M AUM1.45%$3M889.1KQ3 2025OLDER
MUHLENKAMP & CO INC$380M AUM0.86%$3M1.06MQ2 2025OLDER
RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM0.28%$3M411.4KQ1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.01%$3M411.0KQ1 2026
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$3M409.6KQ1 2026
INVESTMENT HOUSE LLC$1.9B AUM0.14%$3M407.8KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$3M406.7KQ1 2026
Walleye Capital LLC$24.0B AUM0.01%$3M395.4KQ1 2026
GSA CAPITAL PARTNERS LLP$1.6B AUM0.15%$2M372.4KQ1 2026
Crystal Cove Asset Management, LLC$83M AUM2.96%$2M371.8KQ1 2026
Mitsubishi UFJ Trust & Banking Corp$40.6B AUM0.01%$2M367.8KQ1 2026
Tidal Investments LLC$47.4B AUM0.01%$2M366.4KQ1 2026
Blackstone Inc.$25.6B AUM0.01%$2M750.0KQ3 2025OLDER
Holocene Advisors, LP$41.5B AUM0.01%$2M750.0KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M350.9KQ1 2026
Marnell Management LLC$288M AUM0.78%$2M339.3KQ1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.01%$2M338.8KQ1 2026
Caitong International Asset Management Co., Ltd$541M AUM0.41%$2M334.9KQ1 2026
Advisory Services Network, LLC$7.5B AUM0.03%$2M332.2KQ1 2026
BEACONLIGHT CAPITAL, LLC$190M AUM1.14%$2M326.9KQ1 2026
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.03%$2M319.3KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M319.0KQ1 2026
DANSKE BANK A/S$41.5B AUM0.01%$2M999.6KQ1 2026
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$2M293.7KQ1 2026
180 WEALTH ADVISORS, LLC$997M AUM0.22%$2M287.3KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$2M284.6KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$2M448.1KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M276.1KQ1 2026
Arizona State Retirement System$17.1B AUM0.01%$2M272.3KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$2M251.9KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M251.2KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$2M244.7KQ1 2026
Vanguard Investments Australia, Ltd.$34.6B AUM0.00%$2M242.3KQ1 2026
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.02%$2M240.6KQ1 2026
Fort Baker Capital Management LP$1.3B AUM0.25%$2M500.0KQ3 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.02%$2M232.8KQ1 2026
HBK INVESTMENTS L P$9.9B AUM0.02%$1M475.0KQ3 2025OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.11%$1M221.9KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.01%$1M218.2KQ1 2026
Lighthouse Investment Partners, LLC$2.9B AUM0.05%$1M213.0KQ1 2026
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.02%$1M332.7KQ4 2025OLDER
STEVENS CAPITAL MANAGEMENT LP$649M AUM0.21%$1M207.1KQ1 2026
ALLSTATE CORP$9.4B AUM0.01%$1M202.9KQ1 2026
Main Street Financial Solutions, LLC$1.3B AUM0.10%$1M325.0KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.12%$1M321.2KQ4 2025OLDER
PFG Investments, LLC$2.1B AUM0.06%$1M197.5KQ1 2026
SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM0.00%$1M185.2KQ1 2026
Arvin Capital Management LP$819M AUM0.15%$1M182.0KQ1 2026
Ballentine Partners, LLC$7.2B AUM0.02%$1M181.6KQ1 2026
Cedar Wealth Management, LLC$344M AUM0.33%$1M171.9KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1M170.4KQ1 2026
FOUNDATION RESOURCE MANAGEMENT INC$889M AUM0.13%$1M169.3KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M166.6KQ1 2026
Diametric Capital, LP$385M AUM0.39%$1M334.1KQ3 2025OLDER
Pictet Asset Management Holding SA$94.8B AUM0.00%$1M157.1KQ1 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$1M156.2KQ1 2026
Gifford Fong Associates$501M AUM0.21%$1M250.0KQ4 2025OLDER
MASO CAPITAL PARTNERS Ltd$61M AUM1.69%$1M330.0KQ3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$1M154.5KQ1 2026
Jefferies Financial Group Inc.$14.6B AUM0.01%$991,530149.6KQ1 2026
Quinn Opportunity Partners LLC$1.9B AUM0.04%$987,070239.0KQ4 2025OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$982,168148.1KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.02%$971,588146.5KQ1 2026
DRW Securities, LLC$7.2B AUM0.01%$957,756144.5KQ1 2026
Marex Group Ltd$15.8B AUM0.01%$942,222142.1KQ1 2026
Monashee Investment Management LLC$184M AUM0.47%$936,000300.0KQ3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$934,750141.0KQ1 2026
Amundi$367.1B AUM0.00%$930,580140.4KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$928,000140.0KQ1 2026
Vinva Investment Management Ltd$8.1B AUM0.01%$912,04794.0KQ1 2026
Turas Capital Management LP$392M AUM0.30%$904,883219.1KQ4 2025OLDER
Diversified Trust Co$5.4B AUM0.02%$904,245136.4KQ1 2026
Triasima Portfolio Management inc.$661M AUM0.14%$900,718135.9KQ1 2026
ProShare Advisors LLC$67.5B AUM0.00%$893,234134.7KQ1 2026
Havemeyer Place LP$867M AUM0.18%$890,841215.7KQ4 2025OLDER
Counterpoint Mutual Funds LLC$666M AUM0.13%$884,449133.4KQ1 2026
ExodusPoint Capital Management, LP$12.6B AUM0.01%$873,933211.6KQ4 2025OLDER
Numerai GP LLC$997M AUM0.09%$864,937130.5KQ1 2026
CWM, LLC$38.1B AUM0.00%$864,807130.4KQ1 2026
PROFUND ADVISORS LLC$2.7B AUM0.03%$851,842128.5KQ1 2026
Quantitative Investment Management, LLC$963M AUM0.08%$804,000194.9KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.03%$801,761120.9KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$789,619191.2KQ4 2025OLDER
Jain Global LLC$24.2B AUM0.00%$770,518186.6KQ4 2025OLDER
CANADA LIFE ASSURANCE Co$55.8B AUM0.00%$762,000114.5KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$745,398114.9KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.02%$731,243110.3KQ1 2026
Vestmark Advisory Solutions, Inc.$9.0B AUM0.01%$721,834108.9KQ1 2026
Privium Fund Management B.V.$480M AUM0.15%$706,785106.6KQ1 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$686,662104.2KQ1 2026
Fruth Investment Management$401M AUM0.17%$681,000102.8KQ1 2026
Beirne Wealth Consulting Services, LLC$503M AUM0.19%$663,265100.0KQ1 2026
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.06%$663,000100.0KQ1 2026
K.J. Harrison & Partners Inc$608M AUM0.11%$663,000100.0KQ1 2026
Banque Cantonale Vaudoise$2.7B AUM0.02%$650,00098.1KQ1 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.4B AUM0.02%$648,075883.4KQ4 2025OLDER
Essex LLC$566M AUM0.11%$644,90797.3KQ1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$641,36696.7KQ1 2026
XPONANCE LLC$14.1B AUM0.00%$636,13595.9KQ1 2026
Old West Investment Management, LLC$923M AUM0.07%$629,85095.0KQ1 2026
Eschler Asset Management LLP$100M AUM0.62%$623,22094.0KQ1 2026
DLD Asset Management, LP$1.1B AUM0.05%$621,750150.0KQ4 2025OLDER
Regal Partners Ltd$1.8B AUM0.03%$613,89292.6KQ1 2026
Merrion Investment Management Co, LLC$211M AUM0.33%$613,27092.5KQ1 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$592,16089.3KQ1 2026
Virtu Financial LLC$2.4B AUM0.03%$586,000187.9KQ3 2025OLDER
Moors & Cabot, Inc.$2.3B AUM0.03%$584,10388.1KQ1 2026
FORA Capital, LLC$1.4B AUM0.04%$561,65384.7KQ1 2026
Abel Hall, LLC$469M AUM0.12%$560,79984.6KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$554,66683.7KQ1 2026
STRS OHIO$25.2B AUM0.00%$552,27983.3KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$551,98783.3KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$544,51282.1KQ1 2026
nVerses Capital, LLC$110M AUM0.49%$543,16981.9KQ1 2026
MinichMacGregor Wealth Management, LLC$567M AUM0.09%$530,40080.0KQ1 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$25.5B AUM0.00%$530,00080.0KQ1 2026
Vontobel Holding Ltd.$29.1B AUM0.00%$519,81978.4KQ1 2026
Murphy Pohlad Asset Management LLC$279M AUM0.18%$502,55475.8KQ1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.02%$500,25375.5KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$491,64874.2KQ1 2026
Callan Family Office, LLC$4.4B AUM0.01%$489,12873.8KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$484,62073.1KQ1 2026
State of Wyoming$844M AUM0.06%$471,93071.2KQ1 2026
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.12%$471,26771.1KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.01%$467,30970.5KQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$429,08764.7KQ1 2026
Kingsview Wealth Management, LLC$7.3B AUM0.01%$414,11062.5KQ1 2026
Deuterium Capital Management, LLC$86M AUM0.46%$397,80060.0KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$395,32759.6KQ1 2026
BW Gestao de Investimentos Ltda.$3.0B AUM0.02%$388,500150.0KQ2 2025OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$380,50957.4KQ1 2026
Vise Technologies, Inc.$5.1B AUM0.01%$372,60490.2KQ1 2026
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM0.07%$372,313143.8KQ2 2025OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.01%$363,89454.9KQ1 2026
Independent Advisor Alliance$9.3B AUM0.00%$363,67654.9KQ1 2026
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.03%$362,659116.2KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.00%$362,52254.7KQ1 2026
SG Americas Securities, LLC$92.9B AUM0.00%$359,00054.2KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$340,74551.4KQ1 2026
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.03%$331,70650.0KQ1 2026
Graham Capital Management, L.P.$4.1B AUM0.01%$319,51348.2KQ1 2026
OPPENHEIMER & CO INC$8.2B AUM0.00%$318,62548.1KQ1 2026
Scientech Research LLC$120M AUM0.20%$318,39477.1KQ4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$317,57147.9KQ1 2026
SMITH, MOORE & CO.$1.4B AUM0.02%$315,32947.6KQ1 2026
CI INVESTMENTS INC.$20.6B AUM0.00%$312,000100.0KQ3 2025OLDER
OXFORD ASSET MANAGEMENT LLP$232M AUM0.11%$311,16775.3KQ4 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$311,12646.9KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$300,21472.7KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.02%$297,97345.8KQ1 2026
Brevan Howard Capital Management LP$11.3B AUM0.00%$295,61244.6KQ1 2026
Summit Financial, LLC$7.8B AUM0.00%$292,61544.1KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$291,14343.9KQ1 2026
OneDigital Investment Advisors LLC$10.2B AUM0.00%$288,74343.6KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$286,64143.2KQ1 2026
Wellspring Financial Advisors, LLC$1.3B AUM0.02%$286,37043.2KQ1 2026
CenterBook Partners LP$1.9B AUM0.02%$286,24443.2KQ1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$278,79142.0KQ1 2026
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$278,005107.3KQ2 2025OLDER
Arax Advisory Partners$3.5B AUM0.01%$276,74341.8KQ1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$275,51041.6KQ1 2026
Dauntless Investment Group, LLC$151M AUM0.47%$271,950105.0KQ2 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$268,28340.5KQ1 2026
Valeo Financial Advisors, LLC$4.7B AUM0.01%$262,55839.6KQ1 2026
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$262,01839.5KQ1 2026
Traynor Capital Management, Inc.$1.7B AUM0.02%$261,39539.3KQ1 2026
M&T BANK CORP$29.2B AUM0.00%$261,30839.4KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$260,05737.5KQ1 2026
LCM Capital Management Inc$199M AUM0.13%$258,72239.0KQ1 2026
COURIER CAPITAL LLC$1.8B AUM0.01%$256,10438.6KQ1 2026
Janney Montgomery Scott LLC$40.4B AUM0.00%$256,00038.6KQ1 2026
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$255,19138.5KQ1 2026
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$253,97461.5KQ4 2025OLDER
Atom Investors LP$1.4B AUM0.02%$246,76479.1KQ3 2025OLDER
BAILARD, INC.$4.4B AUM0.01%$245,73559.5KQ4 2025OLDER
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM0.03%$243,98436.8KQ1 2026
SCOTIA CAPITAL INC.$24.3B AUM0.00%$236,14057.2KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$234,31635.3KQ1 2026
Cornerstone Investment Partners, LLC$2.4B AUM0.01%$234,02656.7KQ4 2025OLDER
Resonant Capital Advisors, LLC$1.9B AUM0.01%$229,29934.6KQ1 2026
PINNACLE ASSOCIATES LTD$7.8B AUM0.00%$228,97934.5KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$228,78735.9KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$226,45434.2KQ1 2026
MACKENZIE FINANCIAL CORP$83.3B AUM0.00%$219,44053.2KQ4 2025OLDER
VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM0.00%$219,30353.1KQ4 2025OLDER
JAG CAPITAL MANAGEMENT, LLC$889M AUM0.02%$214,47432.3KQ1 2026
KBC Group NV$39.9B AUM0.00%$213,00032.2KQ1 2026
Private Advisor Group, LLC$21.3B AUM0.00%$211,33931.9KQ1 2026
Blueshift Asset Management, LLC$330M AUM0.06%$211,00031.8KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$210,70131.8KQ1 2026
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$209,53531.6KQ1 2026
&PARTNERS$20.2B AUM0.00%$209,11631.5KQ1 2026
Caption Management, LLC$17.1B AUM0.00%$206,50050.0KQ4 2025OLDER
Freedom Day Solutions, LLC$373M AUM0.06%$204,99330.9KQ1 2026
SilverOak Wealth Management LLC$632M AUM0.03%$203,89230.8KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$203,28131.3KQ1 2026
Wellington Shields & Co., LLC$392M AUM0.05%$201,70430.4KQ1 2026
Semanteon Capital Management, LP$7M AUM2.68%$199,96730.2KQ1 2026
one8zero8, LLC$449M AUM0.04%$198,90030.0KQ1 2026
Rehmann Capital Advisory Group$1.9B AUM0.01%$198,90030.0KQ1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$197,34229.8KQ1 2026
Magnetar Financial LLC$9.8B AUM0.00%$196,02929.6KQ1 2026
Capital Investment Counsel, Inc$816M AUM0.02%$195,91729.6KQ1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$195,71829.5KQ1 2026
AMALGAMATED BANK$13.1B AUM0.00%$194,00029.2KQ1 2026
111 Capital$406M AUM0.05%$192,76729.1KQ1 2026
DnB Asset Management AS$28.0B AUM0.00%$188,70328.5KQ1 2026
Interval Partners, LP$3.8B AUM0.00%$188,43828.4KQ1 2026
SeaCrest Wealth Management, LLC$903M AUM0.02%$187,09928.2KQ1 2026
Simmons Bank$1.5B AUM0.01%$185,64028.0KQ1 2026
THOMPSON DAVIS & CO., INC.$150M AUM0.12%$185,30927.9KQ1 2026
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.04%$183,93627.7KQ1 2026
Swiss Life Asset Management Ltd$20.4B AUM0.00%$182,55844.2KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$181,17827.3KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$180,91327.3KQ1 2026
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$180,76027.3KQ1 2026
Savant Capital, LLC$20.7B AUM0.00%$177,95626.8KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$177,60426.8KQ1 2026
Marathon Trading Investment Management LLC$3.7B AUM0.00%$175,69526.5KQ1 2026
Sender Co & Partners, Inc.$165M AUM0.02%$174,83956.0KQ3 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.03%$174,13026.3KQ1 2026
Centiva Capital, LP$13.6B AUM0.00%$172,81826.1KQ1 2026
Merit Financial Group, LLC$13.5B AUM0.00%$172,16826.0KQ1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$171,22625.8KQ1 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.01%$169,23725.5KQ1 2026
LRI Investments, LLC$1.1B AUM0.01%$167,68625.3KQ1 2026
Rathbones Group PLC$48.4B AUM0.00%$167,50025.3KQ1 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$244M AUM0.07%$166,57925.1KQ1 2026
HB Wealth Management, LLC$15.5B AUM0.00%$165,27324.9KQ1 2026
Forum Financial Management, LP$7.1B AUM0.00%$163,97839.7KQ4 2025OLDER
NWAM LLC$1.7B AUM0.01%$163,54724.7KQ1 2026
CSS LLC/IL$2.1B AUM0.01%$159,12024.0KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$158,15923.9KQ1 2026
Directional Asset Management$109M AUM0.14%$157,76638.2KQ4 2025OLDER
Townsend & Associates, Inc$1.2B AUM0.01%$157,56026.0KQ1 2026
Willis Johnson & Associates, Inc.$1.7B AUM0.01%$153,81123.2KQ1 2026
BRAVE ASSET MANAGEMENT INC$467M AUM0.04%$152,49023.0KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.02%$151,63522.9KQ1 2026
Bayforest Capital Ltd$89M AUM0.17%$150,64022.7KQ1 2026
Sargent Investment Group, LLC$759M AUM0.02%$149,17522.5KQ1 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$146,56221.5KQ1 2026
R Squared Ltd$182M AUM0.08%$145,81422.0KQ1 2026
WINTON GROUP Ltd$2.9B AUM0.01%$143,20821.6KQ1 2026
Advisory Alpha, LLC$3.7B AUM0.00%$141,49442.9KQ3 2025OLDER
MEANS INVESTMENT CO., INC.$1.1B AUM0.01%$139,23021.0KQ1 2026
Pallas Capital Advisors LLC$2.7B AUM0.01%$138,35520.9KQ1 2026
Meeder Advisory Services, Inc.$2.4B AUM0.01%$137,67920.8KQ1 2026
Atria Investments, Inc$8.9B AUM0.00%$136,50520.6KQ1 2026
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$136,15420.5KQ1 2026
PharVision Advisers, LLC$10M AUM1.37%$134,84820.3KQ1 2026
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.00%$134,41720.3KQ1 2026
Cooper Financial Group$1.2B AUM0.01%$134,18520.2KQ1 2026
Clear Harbor Asset Management, LLC$1.4B AUM0.01%$133,92620.2KQ1 2026
Zullo Investment Group, Inc.$264M AUM0.05%$133,92620.2KQ1 2026
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.01%$132,60020.0KQ1 2026
RAINIER FAMILY WEALTH INC$149M AUM0.09%$131,63919.9KQ1 2026
MQS Management LLC$148M AUM0.09%$131,26119.8KQ1 2026
Farringdon Capital, Ltd.$457M AUM0.03%$129,55719.5KQ1 2026
Prosperitas Financial LLC$268M AUM0.05%$128,42319.4KQ1 2026
DGS Capital Management, LLC$609M AUM0.02%$126,70619.1KQ1 2026
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$126,63319.1KQ1 2026
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$124,98230.3KQ4 2025OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.01%$119,40618.0KQ1 2026
CHOREO, LLC$8.1B AUM0.00%$118,82317.9KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$118,08017.8KQ1 2026
Greenfield Seitz Capital Management, LLC$332M AUM0.04%$117,84817.8KQ1 2026
PETRA FINANCIAL ADVISORS INC$162M AUM0.07%$115,61417.4KQ1 2026
Institute for Wealth Management, LLC.$938M AUM0.01%$114,95736.8KQ3 2025OLDER
Petrus Trust Company, LTA$915M AUM0.01%$114,72936.8KQ3 2025OLDER
Ullmann Wealth Partners Group, LLC$963M AUM0.01%$114,08917.2KQ1 2026
Fideuram Asset Management (Ireland) dac$787M AUM0.01%$113,02223.2KQ1 2026
Left Brain Wealth Management, LLC$255M AUM0.04%$112,71017.0KQ1 2026
CLIENT 1ST ADVISORY GROUP, LLC$329M AUM0.03%$112,24616.9KQ1 2026
Ethic Inc.$6.4B AUM0.00%$112,14616.9KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$111,05916.8KQ1 2026
Bryce Point Capital, LLC$82M AUM0.14%$110,82635.5KQ3 2025OLDER
MGO ONE SEVEN LLC$5.0B AUM0.00%$107,96316.3KQ1 2026
Pinnacle Wealth Planning Services, Inc.$968M AUM0.01%$106,97516.1KQ1 2026
Brooklyn Investment Group$3.2B AUM0.00%$106,28216.0KQ1 2026
VICUS CAPITAL$1.4B AUM0.01%$105,78816.0KQ1 2026
Ipswich Investment Management Co., Inc.$426M AUM0.02%$102,76515.5KQ1 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$101,16415.3KQ1 2026
CFG Wealth Management Services, Inc.$110M AUM0.09%$99,66215.0KQ1 2026
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.02%$99,45015.0KQ1 2026
Avant Capital LLC$142M AUM0.07%$99,45015.0KQ1 2026
AXQ CAPITAL, LP$777M AUM0.01%$98,60114.9KQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$95,79430.2KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.00%$95,57114.4KQ1 2026
WEALTH ALLIANCE, LLC$1.0B AUM0.01%$95,56514.4KQ1 2026
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.00%$95,39214.4KQ1 2026
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$87,87213.1KQ1 2026
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.00%$87,61613.2KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$87,58313.2KQ1 2026
PHILADELPHIA TRUST CO$1.4B AUM0.01%$87,00013.1KQ1 2026
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.00%$86,88027.8KQ3 2025OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$86,78416.1KQ4 2025OLDER
SOUTHERN CAPITAL ADVISORS, LLC$214M AUM0.04%$86,19013.0KQ1 2026
Mutual Advisors, LLC$4.7B AUM0.00%$85,83212.9KQ1 2026
Headlands Technologies LLC$878M AUM0.01%$84,83112.8KQ1 2026
Financial Advocates Investment Management$178M AUM0.01%$83,95432.4KQ2 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$83,60312.6KQ1 2026
Catalyst Funds Management Pty Ltd$591M AUM0.01%$83,53812.6KQ1 2026
Revolve Wealth Partners, LLC$965M AUM0.01%$83,18712.5KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.01%$83,07412.5KQ1 2026
Calamos Advisors LLC$28.2B AUM0.00%$82,54412.4KQ1 2026
BEACON FINANCIAL GROUP$1.0B AUM0.01%$82,16712.4KQ1 2026
LaFleur & Godfrey LLC$803M AUM0.01%$81,54912.3KQ1 2026
Innovative Asset Advisors Group, LLC$173M AUM0.05%$79,97112.1KQ1 2026
Ground Swell Capital, LLC$51M AUM0.16%$79,93812.1KQ1 2026
Avestar Capital, LLC$1.6B AUM0.01%$79,29512.0KQ1 2026
SIG BROKERAGE, LP$3.8B AUM0.00%$78,47019.0KQ4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$78,36011.8KQ1 2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC$117M AUM0.04%$77,70030.0KQ2 2025OLDER
LexAurum Advisors, LLC$771M AUM0.01%$77,57111.7KQ1 2026
ANTIPODES PARTNERS Ltd$5.2B AUM0.00%$77,50024.8KQ3 2025OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.00%$76,92518.6KQ4 2025OLDER
Sterneck Capital Management, LLC$223M AUM0.03%$76,44618.5KQ4 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$75,85411.4KQ1 2026
SUMMIT SECURITIES GROUP LLC$810M AUM0.01%$74,87428.9KQ2 2025OLDER
JMN Financial LLC$102M AUM0.07%$74,73311.3KQ1 2026
Verum Partners LLC$527M AUM0.01%$73,50711.1KQ1 2026
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.00%$73,22811.0KQ1 2026
VestGen Advisors, LLC$3.8B AUM0.00%$72,66611.1KQ1 2026
Financial Sense Advisors, Inc.$493M AUM0.01%$72,06210.9KQ1 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$756M AUM0.01%$72,00010.9KQ1 2026
Tradition Wealth Management, LLC$1.4B AUM0.01%$70,35110.6KQ1 2026
Corient IA LLC$106M AUM0.05%$70,20022.5KQ3 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$69,89310.5KQ1 2026
Annandale Capital, LLC$709M AUM0.01%$69,00016.6KQ4 2025OLDER
INCEPTIONR LLC$415M AUM0.02%$68,82216.7KQ4 2025OLDER
Orchard Capital Management, LLC$96M AUM0.07%$67,52710.2KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.00%$66,91710.1KQ1 2026
McGowan Group Asset Management, Inc.$785M AUM0.01%$66,30010.0KQ1 2026
Keudell/Morrison Wealth Management$489M AUM0.01%$66,30010.0KQ1 2026
Inscription Capital, LLC$951M AUM0.01%$66,30010.0KQ1 2026
Smithfield Trust Co$2.3B AUM0.00%$66,00025.3KQ2 2025OLDER
Skaana Management L.P.$296M AUM0.02%$62,36315.1KQ4 2025OLDER

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