1
Bank of America
$1.37B
0.1%
+0.3%
3.48M
Jun 30, 2026
2
Morgan Stanley
$917.3M
<0.1%
-15.4%
2.33M
Jun 30, 2026
3
Barings Filing dated Sep 30, 2026
$629.5M
10.8%
+11.5%
1.76M
Sep 30, 2026
4
Envestnet Asset Management
$425.6M
0.1%
-1.5%
1.08M
Jun 30, 2026
5
Goldman Sachs Group
$380.5M
<0.1%
+0.8%
965.9K
Jun 30, 2026
6
Cassaday & Co. Wealth Management Filing dated Sep 30, 2026
$331.7M
5.9%
-1.9%
929.3K
Sep 30, 2026
7
Wells Fargo
$277.7M
<0.1%
-3.5%
705.0K
Jun 30, 2026
8
LPL Financial
$235.8M
0.1%
+3.7%
598.5K
Jun 30, 2026
9
PNC Financial Services Group
$233.5M
0.1%
-3.9%
592.6K
Jun 30, 2026
10
TIAA-CREF Individual & Institutional Services
$215.3M
0.7%
-5.1%
546.5K
Jun 30, 2026
11
Fidelity (FMR)
$209.4M
<0.1%
+48.6%
531.6K
Jun 30, 2026
12
Healthcare of Ontario Pension Plan Trust Fund
$202.3M
0.3%
+25.1%
513.5K
Jun 30, 2026
13
UBS Group
$201.4M
<0.1%
-2.3%
511.2K
Jun 30, 2026
14
D.A. Davidson & Co. Filing dated Sep 30, 2026
$195.3M
1.0%
-0.6%
547.2K
Sep 30, 2026
15
TIAA Wealth Investment Management
$182.8M
1.2%
+0.4%
468.4K
Jun 30, 2026
16
Raymond James Financial
$171.0M
<0.1%
+0.2%
433.9K
Jun 30, 2026
17
Cohen Klingenstein Filing dated Sep 30, 2026
$168.3M
4.8%
-2.6%
471.6K
Sep 30, 2026
18
Commonwealth Equity Services
$167.6M
0.2%
-1.7%
425.3K
Jun 30, 2026
19
Northern Trust
$162.7M
<0.1%
-4.1%
412.9K
Jun 30, 2026
20
JPMorgan Chase
$155.0M
<0.1%
+2.8%
397.1K
Jun 30, 2026