STRATASYS LTD
CUSIP M85548101
Stratasys Ltd has 148 institutional holders in Filings Flow’s 13F database, together reporting 40.02M shares worth $313M as of Q1 2026. The largest reported holders are Rubric Capital Management LP, Neuberger Berman Group LLC, and Phoenix Financial Ltd..
Institutional Holders
148
Q1 2026
Reported Value
$313M
Ticker
unmapped
private placement or foreign
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kopion Asset Management, LLC$158M AUM | 5.63% | $7M | 926.8K | Q1 2026 |
| FORMULA GROWTH LTD$222M AUM | 2.82% | $6M | 800.0K | Q1 2026 |
| TSP Capital Management Group, LLC$410M AUM | 2.12% | $9M | 1.11M | Q1 2026 |
| RPG Investment Advisory, LLC$829M AUM | 1.07% | $9M | 1.13M | Q1 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM | 0.91% | $976,250 | 125.0K | Q1 2026 |
| Tejara Capital Ltd$303M AUM | 0.79% | $2M | 305.0K | Q1 2026 |
| Invenomic Capital Management LP$2.2B AUM | 0.73% | $16M | 2.04M | Q1 2026 |
| Rubric Capital Management LP$9.4B AUM | 0.66% | $62M | 8.00M | Q1 2026 |
| Ulysses Management LLC$802M AUM | 0.54% | $4M | 555.0K | Q1 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC.$463M AUM | 0.51% | $2M | 210.0K | Q3 2025OLDER |
| Kultura Capital Management LP$638M AUM | 0.40% | $650,000 | 74.9K | Q4 2025OLDER |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.28% | $937,466 | 81.7K | Q2 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.27% | $2M | 223.9K | Q1 2026 |
| Clearline Capital LP$1.9B AUM | 0.26% | $5M | 608.7K | Q4 2025OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.25% | $27M | 3.44M | Q1 2026 |
| Penn Capital Management Company, LLC$1.3B AUM | 0.20% | $3M | 327.4K | Q1 2026 |
| VARCOV Co.$268M AUM | 0.18% | $456,993 | 52.6K | Q4 2025OLDER |
| Monaco Asset Management SAM$542M AUM | 0.17% | $998,200 | 115.0K | Q4 2025OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.16% | $11M | 1.42M | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.16% | $18M | 2.13M | Q4 2025OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.12% | $816,801 | 104.6K | Q1 2026 |
| Values First Advisors, Inc.$192M AUM | 0.11% | $210,245 | 26.9K | Q1 2026 |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.10% | $14M | 1.84M | Q1 2026 |
| MQS Management LLC$148M AUM | 0.10% | $179,999 | 15.7K | Q2 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.07% | $294,974 | 25.7K | Q1 2026 |
| Teton Advisors, Inc.$164M AUM | 0.07% | $114,700 | 10.0K | Q2 2025OLDER |
| Douglas Lane & Associates, LLC$6.9B AUM | 0.06% | $4M | 570.6K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.06% | $5M | 633.4K | Q1 2026 |
| ACT CAPITAL MANAGEMENT, LLC$127M AUM | 0.06% | $78,100 | 10.0K | Q1 2026 |
| OXFORD ASSET MANAGEMENT LLP$232M AUM | 0.06% | $166,595 | 19.2K | Q4 2025OLDER |
| Teton Advisors, LLC$142M AUM | 0.05% | $78,100 | 10.0K | Q1 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.05% | $560,883 | 71.8K | Q1 2026 |
| Counterpoint Mutual Funds LLC$666M AUM | 0.04% | $258,550 | 33.1K | Q1 2026 |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.03% | $162,400 | 14.5K | Q3 2025OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.03% | $517,295 | 66.2K | Q1 2026 |
| RBF Capital, LLC$2.0B AUM | 0.03% | $546,700 | 70.0K | Q1 2026 |
| Virtu Financial LLC$2.4B AUM | 0.03% | $473,000 | 42.3K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.03% | $34M | 4.32M | Q1 2026 |
| ARK Investment Management LLC$12.9B AUM | 0.03% | $3M | 416.4K | Q1 2026 |
| INCEPTIONR LLC$415M AUM | 0.02% | $99,960 | 12.8K | Q1 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.02% | $202,720 | 18.1K | Q3 2025OLDER |
| STATE OF MICHIGAN RETIREMENT SYSTEM$18.9B AUM | 0.02% | $4M | 500.0K | Q1 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $265,829 | 34.0K | Q1 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.02% | $121,607 | 14.0K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $117,869 | 10.5K | Q3 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $214,396 | 24.7K | Q4 2025OLDER |
| CenterBook Partners LP$1.9B AUM | 0.02% | $310,658 | 39.8K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.02% | $144,305 | 18.5K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.02% | $264,000 | 33.8K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.02% | $3M | 281.9K | Q2 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $327,709 | 28.6K | Q2 2025OLDER |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.02% | $194,000 | 22.3K | Q4 2025OLDER |
| Focused Wealth Management, Inc$964M AUM | 0.01% | $140,000 | 12.5K | Q3 2025OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.01% | $1M | 190.1K | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.01% | $1M | 182.1K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $782,468 | 100.2K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $2M | 249.7K | Q1 2026 |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.01% | $83,100 | 10.0K | Q3 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $312,385 | 36.0K | Q4 2025OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.01% | $16,219 | 1.4K | Q2 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.01% | $3M | 416.5K | Q1 2026 |
| NFSG Corp$608M AUM | 0.01% | $44,908 | 5.8K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.01% | $614,413 | 53.6K | Q2 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $453,971 | 39.6K | Q2 2025OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $164,479 | 21.1K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.01% | $1M | 121.6K | Q2 2025OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $718,809 | 92.0K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $188,143 | 24.1K | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $1M | 145.2K | Q1 2026 |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.00% | $87,035 | 11.1K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.00% | $143,221 | 18.0K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $136,355 | 17.5K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.00% | $619,000 | 79.2K | Q1 2026 |
| Hurley Capital, LLC$187M AUM | 0.00% | $7,810 | 1.0K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 323.4K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.00% | $26,096 | 2.3K | Q3 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $745,964 | 95.5K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $3M | 430.7K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $354,160 | 45.3K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 209.6K | Q1 2026 |
| Phillip James Consulting Co.$132M AUM | 0.00% | $4,000 | 639 | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $302,120 | 27.0K | Q3 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $9M | 1.22M | Q1 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $2M | 216.5K | Q1 2026 |
| DnB Asset Management AS$28.0B AUM | 0.00% | $499,614 | 64.0K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.00% | $131,905 | 11.5K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $433,141 | 49.9K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $209,440 | 18.7K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $54,162 | 6.9K | Q1 2026 |
| Capital World Investors$732.9B AUM | 0.00% | $11M | 1.36M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/$127.0B AUM | 0.00% | $2M | 165.1K | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $590,000 | 52.6K | Q3 2025OLDER |
| FNY Investment Advisers, LLC$278M AUM | 0.00% | $3,000 | 300 | Q2 2025OLDER |
| POLEN CAPITAL MANAGEMENT LLC$14.5B AUM | 0.00% | $282,039 | 32.5K | Q4 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $368,659 | 32.9K | Q3 2025OLDER |
| Pingora Partners LLC$169M AUM | 0.00% | $1,736 | 200 | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $1M | 120.5K | Q3 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $462,649 | 59.2K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $487,000 | 62.4K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 425.4K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $3,617 | 463 | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $191,455 | 24.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 557.9K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $6,248 | 800 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $505,070 | 44.0K | Q2 2025OLDER |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.00% | $2,000 | 300 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 529.4K | Q1 2026 |
| Pacer Advisors, Inc.$35.6B AUM | 0.00% | $218,000 | 27.9K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $3,905 | 500 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $545,941 | 69.9K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $1,096 | 98 | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $29,733 | 3.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $25,754 | 3.0K | Q4 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $781 | 100 | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $97,858 | 11.3K | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $173,000 | 22.2K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $336,353 | 43.1K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $1,147 | 100 | Q2 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $12M | 1.57M | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $233,995 | 30.0K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,124 | 400 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $8,012 | 923 | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $846,439 | 97.5K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $603,599 | 69.5K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $1,602 | 143 | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $101,022 | 12.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $79,373 | 10.2K | Q1 2026 |
| Man Group plc$55.1B AUM | 0.00% | $197,930 | 22.8K | Q4 2025OLDER |
| State of Alaska, Department of Revenue$9.2B AUM | 0.00% | $31,000 | 4.0K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $20,665 | 2.6K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $522,825 | 66.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $23,430 | 3.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 356.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 143.4K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $4,218 | 486 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $10,379 | 1.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 146.5K | Q1 2026 |
| Towne Trust Company, N.A$311M AUM | 0.00% | $781 | 100 | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.00% | $1,078 | 138 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $268,282 | 34.4K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $656,354 | 58.6K | Q3 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $140,869 | 18.0K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $4M | 466.6K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $1M | 133.4K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.00% | $228,962 | 26.4K | Q4 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $83,918 | 10.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $252,716 | 32.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 200.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12,613 | 1.6K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $2,294 | 200 | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $167,095 | 14.6K | Q2 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $1,147 | 100 | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $7,810 | 1.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $139,160 | 12.4K | Q3 2025OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $312 | 40 | Q1 2026 |
| MOTCO$1.1B AUM | 0.00% | $1,562 | 200 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,734 | 350 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $305,348 | 39.1K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $169,000 | 21.7K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $784,241 | 100.4K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $128,760 | 16.5K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $482,228 | 61.7K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,064 | 95 | Q3 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $390 | 34 | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $853,477 | 109.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $60,483 | 7.7K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $437 | 56 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,422 | 124 | Q2 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $781 | 100 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $21,376 | 2.7K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $328 | 42 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $12,122 | 1.6K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $348 | 40 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $594,084 | 76.1K | Q1 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $11,232 | 1.3K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $260,917 | 33.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,477 | 439 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $117,806 | 15.1K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,562 | 200 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $5,600 | 500 | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $3,142 | 274 | Q2 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $451,168 | 57.8K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $113,639 | 13.1K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,179 | 151 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $742 | 100 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $836 | 107 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $17,472 | 665 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $46,291 | 6.1K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $451 | 57 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $1M | 159.6K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $20,462 | 2.6K | Q1 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $4,096 | 380 | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $477 | 55 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $22,469 | 2.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $35,052 | 3.1K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,164 | 405 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $11,738 | 1.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,101 | 269 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,296 | 166 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1,945 | 249 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $156 | 20 | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $1,648 | 190 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $78 | 10 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $22 | 2 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16,000 | 2.1K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $4,741 | 607 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2,941 | 377 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13,669 | 1.8K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $297 | 38 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $648 | 83 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $224 | 20 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $26 | 3 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,469 | 198 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $62 | 8 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $8 | 1 | Q1 2026 |
| Activest Wealth Management$569M AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.