| UBS Group AG |
Zurich, Switzerland |
Q3 2025 |
8,864 |
$511.63B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
Chicago, IL |
Q3 2025 |
2,271 |
$460.52B |
| US BANCORP \DE\ |
Minneapolis, MN |
Q3 2025 |
3,982 |
$84.37B |
| Beteiligungs- und Servicegesellschaft mbH Universal |
Frankfurt Am Main, Germany |
Q3 2025 |
2,026 |
$60.04B |
| USS Investment Management Ltd |
London |
Q3 2025 |
526 |
$20.79B |
| UniSuper Management Pty Ltd |
Melbourne, Victoria, Australia |
Q3 2025 |
676 |
$16.33B |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
Irving, TX |
Q3 2025 |
1,193 |
$13.9B |
| Establishment Unisphere |
Vaduz, Liechtenstein |
Q3 2025 |
61 |
$12.75B |
| Utah Retirement Systems |
Salt Lake City, UT |
Q3 2025 |
987 |
$10.3B |
| UMB Bank, n.a. |
Kansas City, MO |
Q3 2025 |
2,152 |
$6.8B |
| Uber Technologies, Inc |
San Francisco, CA |
Q3 2025 |
6 |
$6.33B |
| Union Bancaire Privee, UBP SA |
Geneva 1, Switzerland |
Q4 2025 |
501 |
$6.31B |
| U.S. Capital Wealth Advisors, LLC |
Austin, TX |
Q3 2025 |
931 |
$3.72B |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
Melbourne, Australia |
Q3 2025 |
110 |
$2.74B |
| UNITED STATES STEEL & CARNEGIE PENSION FUND |
New York, NY |
Q3 2017 |
50 |
$2.19B |
| UNIVEST FINANCIAL Corp |
Souderton, PA |
Q3 2025 |
260 |
$1.79B |
| Unigestion Holding SA |
Geneva, Switzerland |
Q1 2025 |
161 |
$1.7B |
| USCA RIA LLC |
Houston, TX |
Q2 2021 |
570 |
$1.65B |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
San Antonio, TX |
Q3 2025 |
20 |
$1.43B |
| United Asset Strategies, Inc. |
Garden City, NY |
Q3 2025 |
250 |
$1.25B |
| Universities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme |
Liverpool, United Kingdom |
Q2 2021 |
0 |
$1.18B |
| Unison Advisors LLC |
Providence, RI |
Q4 2025 |
177 |
$1.14B |
| UNICOM Systems, Inc. |
Las Vegas, NV |
Q4 2025 |
22 |
$1.02B |
| Uniplan Investment Counsel, Inc. |
Milwaukee, WI |
Q3 2025 |
181 |
$1.02B |
| Ullmann Wealth Partners Group, LLC |
Jacksonville Beach, FL |
Q3 2025 |
150 |
$915.22M |
| UNC Management Company, Inc. |
Chapel Hill, NC |
Q3 2025 |
4 |
$888.99M |
| U S GLOBAL INVESTORS INC |
San Antonio, TX |
Q3 2025 |
133 |
$882.33M |
| UNITED BANK |
Vienna, VA |
Q3 2025 |
128 |
$839.05M |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
Austin, TX |
Q3 2025 |
210 |
$792.42M |
| United Advisor Group, LLC |
Cincinnati, OH |
Q3 2025 |
450 |
$743.18M |
| United Capital Management of KS, Inc. |
Salina, KS |
Q3 2025 |
117 |
$735.04M |
| UNIQUE WEALTH, LLC |
Tampa, FL |
Q4 2025 |
185 |
$716.23M |
| UG Investment Advisers Ltd. |
Taipei |
Q3 2025 |
13 |
$638.81M |
| USA FINANCIAL FORMULAS |
Ada, MI |
Q4 2025 |
414 |
$549.63M |
| United American Securities Inc. (d/b/a UAS Asset Management) |
New York, NY |
Q3 2025 |
14 |
$472.57M |
| Ulysses Management LLC |
New York, NY |
Q3 2025 |
38 |
$429.41M |
| Uniting Wealth Partners, LLC |
Mission, KS |
Q3 2025 |
199 |
$423.74M |
| UNIO CAPITAL LLC |
Princeton, NJ |
Q3 2025 |
21 |
$419.74M |
| Uncommon Cents Investing LLC |
Janesville, WI |
Q4 2025 |
207 |
$413.14M |
| US GLOBAL INVESTORS FUNDS |
Portland, ME |
Q4 2013 |
258 |
$396.29M |
| UPTICK PARTNERS, LLC |
Nacogdoches, TX |
Q3 2025 |
231 |
$380.88M |
| UNTITLED INVESTMENTS LP |
New York, NY |
Q3 2025 |
18 |
$370.46M |
| United Wealth Management, LLC |
Charlottesville, VA |
Q3 2025 |
23 |
$367.49M |
| Unified Trust Company, N.A. |
Lexington, KY |
Q3 2021 |
83 |
$339.29M |
| United Community Bank |
Greenville, SC |
Q3 2025 |
590 |
$322.95M |
| Union Heritage Capital, LLC |
Detroit, MI |
Q3 2025 |
63 |
$308.31M |
| USAdvisors Wealth Management, LLC |
Eden Prairie, MN |
Q3 2025 |
134 |
$289.48M |
| United Bank |
Zebulon, GA |
Q3 2025 |
119 |
$287.76M |
| University of Illinois Foundation |
Champaign, IL |
Q3 2025 |
12 |
$283.22M |
| UNITED BANK, INC. |
Parkersburg, WV |
Q3 2017 |
110 |
$251.58M |
| UNION SAVINGS BANK |
Litchfield, CT |
Q2 2025 |
282 |
$217.68M |
| Urban Financial Advisory Corp |
Chicago, IL |
Q3 2025 |
51 |
$214.68M |
| Unison Asset Management LLC |
Aventura, FL |
Q3 2025 |
32 |
$213.98M |
| UDINE WEALTH MANAGEMENT, INC. |
Boca Raton, FL |
Q4 2025 |
35 |
$211.59M |
| UNIVERSITY OF CHICAGO |
Chicago, IL |
Q3 2025 |
11 |
$204.62M |
| Unconventional Investor, LLC |
Portsmouth, NH |
Q3 2025 |
45 |
$199.39M |
| Unique Wealth Strategies, LLC |
Burr Ridge, IL |
Q2 2024 |
672 |
$195.34M |
| UBP Investment Advisors SA |
Geneva, Switzerland |
Q3 2022 |
80 |
$194.18M |
| Union Bancaire Privee Asset Management LLC |
New York, NY |
Q1 2021 |
37 |
$189.05M |
| UNDERHILL INVESTMENT MANAGEMENT LLC |
Greenbrae, CA |
Q1 2019 |
20 |
$189.02M |
| UHLMANN PRICE SECURITIES, LLC |
Skokie, IL |
Q4 2025 |
195 |
$168.72M |
| Upper Left Wealth Management, LLC |
Tampa, FL |
Q4 2025 |
66 |
$164.04M |
| United Financial Planning Group LLC |
Hauppauge, NY |
Q3 2025 |
221 |
$156.06M |
| U S WEALTH GROUP, LLC. |
Woodbury, NY |
Q3 2025 |
41 |
$153.04M |
| University of Wisconsin Foundation |
Madison, WI |
Q3 2025 |
9 |
$147.26M |
| Union Square Park Capital Management, LLC |
New York, NY |
Q3 2025 |
45 |
$146.42M |
| UNIONVIEW, LLC |
Seattle, WA |
Q4 2024 |
91 |
$136.43M |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
Pittsburgh, PA |
Q3 2025 |
87 |
$133.43M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
Pittsburgh, PA |
Q3 2025 |
2 |
$125.64M |
| Ulland Investment Advisors, LLC |
Minneapolis, MN |
Q4 2025 |
214 |
$124.93M |
| US Asset Management LLC |
Pittsburgh, PA |
Q3 2025 |
115 |
$121.72M |
| Uptown Financial Advisors LLC |
Dallas, TX |
Q3 2025 |
70 |
$113.75M |
| Unified Investment Management |
Atlanta, GA |
Q3 2025 |
136 |
$100.21M |
| Unterberg Capital LLC |
New York, NY |
Q3 2018 |
18 |
$77.65M |
| Ursa Fund Management, LLC |
Danville, CA |
Q3 2025 |
11 |
$71.59M |
| OF NOTRE DAME DU LAC UNIVERSITY |
South Bend, IN |
Q3 2024 |
1 |
$66.82M |
| UNITED FIRE GROUP INC |
Cedar Rapids, IA |
Q4 2023 |
21 |
$55.02M |
| USA MUTUALS ADVISORS, INC. |
Dallas, TX |
Q4 2020 |
12 |
$54.97M |
| University of Tennessee |
Knoxville, TN |
Q4 2019 |
1 |
$38.13M |
| Urban Wealth Management, LLC |
El Segundo, CA |
Q2 2022 |
343 |
$29.68M |
| L.L.C. Ulys |
New York, NY |
Q1 2021 |
1 |
$25.37M |
| Union Investments & Development Ltd. |
Tel Aviv, Israel |
Q3 2024 |
30 |
$15.84M |
| UNITED MARITIME CAPITAL LLC |
New York, NY |
Q3 2022 |
26 |
$15.21M |
| Upfront Ventures Management, LLC |
Santa Monica, CA |
Q4 2023 |
1 |
$7.57M |
| University of Maryland Foundation, Inc. |
Adelphi, MD |
Q3 2025 |
2 |
$5.29M |
| USCF Advisers LLC |
Walnut Creek, CA |
Q3 2025 |
20 |
$996K |
| UAN Services, LLC |
Sugar Land, TX |
Q3 2025 |
0 |
$0 |
| UBS AG |
Zurich, Switzerland |
Q3 2025 |
0 |
$0 |
| UBS AG NEW YORK BRANCH |
Chicago, IL |
Q4 2020 |
0 |
$0 |
| UBS Asset Management Switzerland Inc. |
Zurich, Switzerland |
Q2 2025 |
0 |
$0 |
| UBS Bank (Canada) |
Toronto, Ontario, Canada |
Q3 2025 |
0 |
$0 |
| UBS BRASIL ADMINISTRADORA DE VALORES MOBILIARIOS LTDA. |
Sao Paulo, Brazil |
Q3 2025 |
0 |
$0 |
| EUROPE SE UBS |
Frankfurt, Germany |
Q3 2025 |
0 |
$0 |
| UBS FINANCIAL SERVICES INC |
New York, NY |
Q3 2025 |
0 |
$0 |
| UBS Gestion SGIIC LTD |
Madrid, Spain |
Q2 2022 |
0 |
$0 |
| La Maison La Gestion UBS |
Paris, France |
Q3 2025 |
0 |
$0 |
| UBS (Monaco) S.A. |
Monaco, Monaco |
Q3 2025 |
0 |
$0 |
| UBS Securities Japan Co., Ltd. |
Tokyo, Japan |
Q4 2022 |
0 |
$0 |
| UBS SECURITIES LLC |
New York, NY |
Q3 2025 |
0 |
$0 |
| UBS SuMi TRUST Wealth Management Co., Ltd. |
Tokyo, Japan |
Q3 2025 |
0 |
$0 |
| UBS Switzerland AG |
Zurich, Switzerland |
Q3 2025 |
0 |
$0 |
| UCLA Foundation |
Los Angeles, CA |
Q3 2025 |
0 |
$0 |
| BVK Kapitalverwaltungsgesellschaft mbH UI |
Frankfurt Am Main, Germany |
Q3 2025 |
0 |
$0 |
| Ulrich Consultants & Investment Group, LLC |
Albuquerque, NM |
Q3 2025 |
0 |
$0 |
| UMC Benefit Board, Inc. |
Glenview, IL |
Q3 2025 |
0 |
$0 |
| Unicom Capital LLC |
Denver, CO |
Q3 2025 |
0 |
$0 |
| Unified Global Alternatives, a distinct business unit of UBS Asset Management (Americas) LLC |
New York, NY |
Q3 2025 |
0 |
$0 |
| UNION ASSET MANAGEMENT HOLDING AG |
Frankfurt, Germany |
Q3 2025 |
0 |
$0 |
| UNION BANK & TRUST CO /NE/ |
Lincoln, NE |
Q3 2025 |
0 |
$0 |
| Union Investment Institutional GmbH |
Frankfurt A. M., Germany |
Q3 2025 |
0 |
$0 |
| Union Investment Privatfonds GmbH |
Frankfurt A. M., Germany |
Q3 2025 |
0 |
$0 |
| Union Point Advisors, LLC |
San Mateo, CA |
Q2 2015 |
0 |
$0 |
| Square GP 2004 L.L.C. Union |
New York, NY |
Q3 2016 |
0 |
$0 |
| Union Square GP 2008, L.L.C. |
New York, NY |
Q3 2019 |
0 |
$0 |
| Union Square Opportunity GP, L.L.C. |
New York, NY |
Q3 2016 |
0 |
$0 |
| Uniplan Real Estate Advisors, Inc. |
Union Grove, WI |
Q3 2018 |
0 |
$0 |
| United Capital Financial Partners, LLC |
Irving, TX |
Q3 2025 |
0 |
$0 |
| UNITED COMMUNITY BANKS INC |
Greenville, SC |
Q3 2025 |
0 |
$0 |
| UNITED INSURANCE CO OF AMERICA |
Chicago, IL |
Q1 2022 |
0 |
$0 |
| Universal-Investment-Gesellschaft mbH |
Frankfurt Am Main, Germany |
Q3 2025 |
0 |
$0 |
| Universal-Investment Ireland Fund Management Ltd. |
Dublin 1, Ireland |
Q3 2025 |
0 |
$0 |
| Universal-Investment-Luxembourg S.A. |
Grevenmacher, Luxembourg |
Q3 2025 |
0 |
$0 |
| University of Massachusetts Foundation, Inc. |
Newton, MA |
Q3 2025 |
0 |
$0 |
| University of Southern California |
Los Angeles, CA |
Q3 2014 |
0 |
$0 |
| Univest Bank & Trust Co. |
Souderton, PA |
Q3 2025 |
0 |
$0 |
| Upstart Wealth Management, LLC |
New York, NY |
Q3 2025 |
0 |
$0 |
| Urquijo Gestion, S.A S.G.I.I.C |
Madrid, Spain |
Q4 2023 |
0 |
$0 |
| USAA Asset Management Co |
San Antonio, TX |
Q2 2019 |
0 |
$0 |
| USAA CAPITAL CORP |
San Antonio, TX |
Q3 2023 |
0 |
$0 |
| USAA Casualty Insurance Co |
San Antonio, TX |
Q3 2025 |
0 |
$0 |
| USAA General Indemnity Co |
San Antonio, TX |
Q3 2025 |
0 |
$0 |
| USAA INVESTMENT CORP |
San Antonio, TX |
Q1 2020 |
0 |
$0 |
| USAA INVESTMENT MANAGEMENT CO |
San Antonio, TX |
Q1 2020 |
0 |
$0 |
| U.S. BANCORP ADVISORS, LLC |
Glendale, CA |
Q3 2025 |
0 |
$0 |
| U.S. BANCORP ASSET MANAGEMENT INC |
Minneapolis, MN |
Q3 2025 |
0 |
$0 |
| U.S. BANCORP INVESTMENTS, INC. |
Saint Paul, MN |
Q3 2025 |
0 |
$0 |
| US BANK NATIONAL ASSOCIATION |
Minneapolis, MN |
Q3 2025 |
0 |
$0 |
| US FINANCIAL ADVISORS, LLC |
Braintree, MA |
Q3 2025 |
0 |
$0 |
| U.S. Investment CORP |
Wayne, PA |
Q3 2025 |
0 |
$0 |
| U.S. TRUST Co OF DELAWARE |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| Utah Peaks Capital Inc |
Park City, UT |
Q2 2023 |
0 |
$0 |
| UWW Holdings, LLC |
Boston, MA |
Q3 2019 |
0 |
$0 |