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AUM Movers

13F filers ranked by absolute change in total portfolio value. Comparing Jun 30, 2026 (3 months ago) to Mar 31, 2026.

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Top Growers

Biggest AUM gain · Mar 2026 → Jun 2026
25 filers
# Filer Δ AUM % Change
1 BlackRock, Inc. +$983,417,507,056 +17.7%
2 VANGUARD CAPITAL MANAGEMENT LLC +$659,701,131,926 +16.4%
3 Invesco Ltd. +$604,041,332,129 +93.2%
4 STATE STREET CORP +$474,536,155,469 +16.4%
5 FMR LLC +$367,655,000,956 +19.9%
6 JANE STREET GROUP, LLC +$355,904,129,207 +49.2%
7 VANGUARD PORTFOLIO MANAGEMENT LLC +$322,114,234,808 +16.9%
8 CITADEL ADVISORS LLC +$284,854,225,831 +48.7%
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP +$276,915,853,410 +32.7%
10 GEODE CAPITAL MANAGEMENT, LLC +$271,666,007,753 +16.9%
11 GOLDMAN SACHS GROUP INC +$201,427,550,779 +25.2%
12 PRICE T ROWE ASSOCIATES INC /MD/ +$126,247,346,028 +14.7%
13 Capital World Investors +$115,137,975,698 +15.8%
14 Alphabet Inc. +$95,066,487,055 +2367.4%
15 Valor Management LLC +$86,010,013,354 +47550.0%
16 SG Americas Securities, LLC +$81,594,355,678 +92.3%
17 Capital Research Global Investors +$75,163,956,334 +11.6%
18 DIMENSIONAL FUND ADVISORS LP +$73,094,830,004 +15.3%
19 NORTHERN TRUST CORP +$70,636,568,643 +9.7%
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC +$65,848,311,049 +13.8%
21 AQR CAPITAL MANAGEMENT LLC +$64,132,529,683 +29.3%
22 VANGUARD FIDUCIARY TRUST CO +$59,536,313,189 +15.0%
23 Capital International Investors +$55,894,281,391 +13.0%
24 Amundi +$49,191,269,351 +13.4%
25 ROYAL BANK OF CANADA +$48,298,065,369 +9.2%

Top Shrinkers

Biggest AUM loss · Mar 2026 → Jun 2026
25 filers
# Filer Δ AUM % Change
1 Mirae Asset Global Investments Co., Ltd. −$251,805,764,496 -84.6%
2 BANK OF AMERICA CORP /DE/ −$138,743,924,236 -12.5%
3 LPL Financial LLC −$131,940,391,032 -45.0%
4 ENVESTNET ASSET MANAGEMENT INC −$87,647,499,129 -34.1%
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO −$57,067,532,110 -60.6%
6 Creative Planning −$56,171,432,507 -49.0%
7 RAYMOND JAMES FINANCIAL INC −$47,646,936,705 -17.2%
8 JONES FINANCIAL COMPANIES LLLP −$43,818,955,822 -37.1%
9 Rakuten Investment Management, Inc. −$37,649,628,895 -77.0%
10 DekaBank Deutsche Girozentrale −$37,067,078,051 -62.1%
11 Financial Engines Advisors L.L.C. −$35,764,235,057 -97.8%
12 Betterment LLC −$29,458,381,737 -71.0%
13 Cetera Investment Advisers −$28,376,254,252 -39.0%
14 COMMONWEALTH EQUITY SERVICES, LLC −$28,314,830,968 -48.9%
15 Focus Partners Wealth −$26,681,127,419 -34.3%
16 WELLS FARGO & COMPANY/MN −$22,012,702,767 -5.2%
17 LMR Partners LLP −$21,667,573,147 -53.5%
18 MERCER GLOBAL ADVISORS INC /ADV −$20,870,615,371 -40.0%
19 Vanguard Global Advisers, LLC −$20,445,815,622 -11.0%
20 HighTower Advisors, LLC −$20,214,016,850 -24.7%
21 OSAIC HOLDINGS, INC. −$19,404,045,862 -33.4%
22 California Public Employees Retirement System −$18,526,768,085 -11.4%
23 Wealthfront Advisers LLC −$17,419,374,577 -48.5%
24 ASSETMARK, INC −$17,030,442,061 -45.2%
25 Empower Advisory Group, LLC −$17,008,033,488 -50.5%

Computed Sep 17, 2026 at 18:41 UTC