ARK ETF TR
CUSIP 00214Q302
Ark Etf Tr has 222 institutional holders in Filings Flow’s 13F database, together reporting 27.90M shares worth $736M as of Q1 2026. The largest reported holders are Suvretta Capital Management, LLC, Jpmorgan Chase & Co, and Morgan Stanley.
Institutional Holders
222
Q1 2026
Reported Value
$736M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Humankind Investments LLC$175M AUM | 5.82% | $10M | 386.0K | Q1 2026OLDER |
| SUVRETTA CAPITAL MANAGEMENT, LLC$3.9B AUM | 4.95% | $242M | 8.34M | Q4 2025OLDER |
| Midwest Financial Partners Investments, Inc.$189M AUM | 2.93% | $6M | 209.4K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.61% | $13M | 186.8K | Q1 2026OLDER |
| Client First Investment Management LLC$237M AUM | 1.09% | $3M | 61.3K | Q2 2026 |
| Transcendent Capital Group LLC$219M AUM | 0.85% | $2M | 68.2K | Q3 2025OLDER |
| Norris Financial Group, LLC$108M AUM | 0.65% | $887,744 | 10.0K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.63% | $916,614 | 21.8K | Q2 2026 |
| Fulcrum Equity Management$136M AUM | 0.62% | $841,200 | 20.0K | Q2 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.55% | $5M | 188.6K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.51% | $602,376 | 22.8K | Q1 2026OLDER |
| Lauer Wealth, LLC$126M AUM | 0.50% | $629,702 | 22.6K | Q1 2026OLDER |
| 683 Capital Management, LLC$1.9B AUM | 0.48% | $9M | 350.0K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.46% | $1M | 43.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.39% | $3M | 28.2K | Q2 2026 |
| ORACLE INVESTMENT MANAGEMENT INC$168M AUM | 0.34% | $564,915 | 19.5K | Q4 2025OLDER |
| Prospect Financial Services LLC$164M AUM | 0.27% | $437,357 | 16.6K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.22% | $6M | 195.2K | Q3 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.18% | $1M | 44.3K | Q3 2025OLDER |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM | 0.17% | $2M | 85.2K | Q1 2026OLDER |
| Vienna Asset Management LLC$129M AUM | 0.16% | $289,700 | 10.0K | Q4 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.16% | $2M | 76.0K | Q4 2025OLDER |
| Atom Investors LP$1.4B AUM | 0.16% | $2M | 75.4K | Q3 2025OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.16% | $493,592 | 18.7K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.15% | $2M | 72.3K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.15% | $394,144 | 9.4K | Q2 2026 |
| Eddie Patel Inc$130M AUM | 0.15% | $203,359 | 7.0K | Q4 2025OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.14% | $388,892 | 12.9K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.14% | $738,938 | 25.5K | Q4 2025OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.14% | $833,322 | 28.8K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.14% | $20M | 750.8K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.14% | $354,099 | 8.4K | Q2 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.11% | $348,056 | 13.2K | Q1 2026OLDER |
| VUB Generali dochodkova spravcovska spolocnost, a.s.$127M AUM | 0.11% | $142,668 | 5.4K | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.11% | $2M | 54.3K | Q3 2025OLDER |
| Next Capital Management LLC$330M AUM | 0.10% | $344,675 | 13.0K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.10% | $996,481 | 34.4K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.10% | $189,379 | 7.2K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.10% | $250,836 | 6.0K | Q2 2026 |
| Summit Investment Advisory Services, LLC$269M AUM | 0.09% | $244,918 | 9.3K | Q1 2026OLDER |
| PING CAPITAL MANAGEMENT, INC.$350M AUM | 0.09% | $317,040 | 12.0K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.09% | $911,701 | 34.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.09% | $6M | 206.3K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.08% | $3M | 122.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $720,870 | 27.3K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 0.08% | $280,748 | 10.6K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.07% | $392,773 | 13.6K | Q4 2025OLDER |
| Bellecapital International Ltd.$554M AUM | 0.07% | $446,125 | 16.1K | Q3 2025OLDER |
| JBF Capital, Inc.$676M AUM | 0.07% | $475,560 | 18.0K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 0.06% | $226,367 | 8.6K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.06% | $541,372 | 20.5K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.06% | $26M | 994.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.06% | $358,757 | 13.6K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.05% | $5M | 164.3K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 55.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.05% | $245,521 | 9.3K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.04% | $413,982 | 14.3K | Q4 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.04% | $376,610 | 13.0K | Q4 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.04% | $1M | 49.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $539,230 | 20.4K | Q1 2026OLDER |
| DDD Partners, LLC$1.5B AUM | 0.03% | $445,758 | 16.9K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.03% | $6M | 229.2K | Q3 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.03% | $125,918 | 4.8K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.03% | $277,700 | 10.0K | Q3 2025OLDER |
| Indivisible Partners$1.1B AUM | 0.03% | $233,703 | 8.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $1M | 40.6K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.02% | $223,382 | 8.0K | Q3 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $40,608 | 1.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 77.1K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $50M | 1.90M | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.02% | $55,854 | 1.9K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 25.9K | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.02% | $381,769 | 14.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 137.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.02% | $39M | 1.49M | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.02% | $2M | 75.0K | Q3 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.02% | $18,595 | 704 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $976,320 | 37.0K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.02% | $36,644 | 1.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 152.1K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.02% | $204,835 | 7.1K | Q3 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 0.02% | $20,513 | 776 | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $220,607 | 8.3K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.02% | $16,671 | 631 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $731,755 | 27.7K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $262,115 | 9.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $303,883 | 11.5K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.01% | $49,090 | 1.9K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $8M | 311.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $349,326 | 13.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $822,585 | 31.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $426,909 | 10.2K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 39.4K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.01% | $16,962 | 642 | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $2M | 63.4K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $179M | 7.23M | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $253,372 | 8.7K | Q4 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $254,689 | 9.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $377,040 | 14.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 143.4K | Q1 2026OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $2M | 74.6K | Q3 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $18,328 | 660 | Q4 2025OLDER |
| Kennebec Savings Bank$111M AUM | 0.01% | $9,886 | 356 | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 50.1K | Q3 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $333,817 | 12.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $7M | 248.3K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $75M | 2.86M | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $12,715 | 481 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $57,068 | 2.2K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.01% | $10,568 | 400 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 42.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $286,753 | 10.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $166,507 | 5.7K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 81.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $330,843 | 12.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 53.1K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $232,522 | 8.8K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $3M | 88.4K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $43,092 | 1.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $117M | 4.03M | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $54M | 2.05M | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $41M | 1.56M | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $8,930 | 338 | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.01% | $1M | 42.1K | Q1 2026OLDER |
| STEMPOINT CAPITAL LP$1.0B AUM | 0.01% | $30,000 | 200.0K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $22M | 840.1K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $9,775 | 370 | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.01% | $9,908 | 375 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $49M | 1.87M | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $3M | 94.9K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $28,970 | 1.0K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $3M | 130.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $26M | 976.8K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $221,644 | 7.7K | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $1M | 50.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $363,830 | 13.8K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $6M | 212.7K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $213,298 | 7.7K | Q3 2025OLDER |
| Bleichroeder LP$579M AUM | 0.00% | $21,797 | 825 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $289,687 | 10.4K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $24M | 907.1K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $20,053 | 759 | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.00% | $28,930 | 1.1K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $36,556 | 869 | Q2 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $31,153 | 1.2K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $9,127 | 217 | Q2 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 54.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 67.7K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 73.5K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $530,803 | 20.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 101.9K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $20,291 | 768 | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.00% | $9,708 | 351 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 100.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 250.0K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $18,494 | 700 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $8,020 | 304 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $558,635 | 21.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 67.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $926,253 | 35.1K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1M | 45.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $204,470 | 7.1K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $636,524 | 24.1K | Q2 2026 |
| Pacific Center for Financial Services$394M AUM | 0.00% | $8,774 | 332 | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $7,952 | 301 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $8,587 | 325 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $564,648 | 21.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $4M | 134.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $26,420 | 1.0K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $4,306 | 163 | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $12,786 | 300 | Q2 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $7,325 | 277 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 59.6K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $14,214 | 538 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $23M | 873.7K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $3,039 | 115 | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $2,351 | 89 | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.00% | $29,036 | 1.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,897 | 100 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $839,290 | 31.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 182.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $22,577 | 813 | Q3 2025OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.00% | $178,949 | 6.8K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $36,857 | 1.4K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,246 | 85 | Q1 2026OLDER |
| Palisade Asset Management, LLC$996M AUM | 0.00% | $13,330 | 480 | Q3 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $953,762 | 36.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $85,495 | 3.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $74,901 | 2.8K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $21,797 | 825 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $216,605 | 8.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 44.6K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $12,774 | 460 | Q3 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $9,273 | 351 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 47.8K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $2,642 | 100 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $71,872 | 2.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $12,569 | 476 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $29,274 | 1.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $426,716 | 15.6K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $2,801 | 106 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $15,360 | 567 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $4,304 | 155 | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $8,676 | 312 | Q3 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $3,112 | 74 | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $89,537 | 3.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $36,460 | 1.4K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $2,777 | 100 | Q3 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $47,368 | 1.9K | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.00% | $4,096 | 155 | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.00% | $9,763 | 337 | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $2,748 | 104 | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $1,437 | 59 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $29,300 | 1.1K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $228,903 | 8.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $993,033 | 34.3K | Q4 2025OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.00% | $664 | 25 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $12,458 | 430 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 42.8K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $2,986 | 113 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $270,664 | 9.3K | Q4 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $528 | 20 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,215 | 803 | Q2 2026 |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $3,963 | 150 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $1,159 | 40 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $266,814 | 9.2K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $20,911 | 753 | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 47.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $77,560 | 2.9K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $860,981 | 31.0K | Q3 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $1,242 | 47 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $75,496 | 2.6K | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $2,527 | 91 | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $13,210 | 500 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $246,245 | 8.5K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $1,453 | 55 | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $740 | 28 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 51.9K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $6,684 | 253 | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $661 | 25 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $22,729 | 839 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $37,253 | 1.4K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $8,632 | 326 | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.00% | $305 | 11 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $20,335 | 770 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $532 | 20 | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $319 | 11 | Q4 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $870 | 30 | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $1,722 | 62 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $10,082 | 348 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $15,852 | 600 | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $617 | 28 | Q3 2025OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $1,635 | 62 | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $528 | 20 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $28,683 | 1.0K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $25,865 | 979 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $204,919 | 7.8K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $902 | 34 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $1,850 | 70 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $167,159 | 6.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $55,456 | 2.1K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $8,190 | 310 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $1,534 | 58 | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 0.00% | $278 | 10 | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $1,321 | 50 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $379,885 | 15.6K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $3,593 | 136 | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $1,881 | 65 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $80,634 | 3.1K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $145 | 5 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,442 | 168 | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $232 | 8 | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $978 | 37 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $18,807 | 695 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $126,381 | 4.6K | Q3 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $1,321 | 50 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $5,047 | 191 | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $132 | 5 | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $397 | 15 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $396 | 15 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $467 | 17 | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $637 | 22 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,321 | 50 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,009 | 24 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $22,272 | 843 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $670 | 27 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $18,356 | 661 | Q3 2025OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $1,393 | 60 | Q3 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $1,733 | 55 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $28,745 | 1.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $889 | 32 | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $84 | 2 | Q2 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $16 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,028 | 70 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $13,210 | 500 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $29 | 1 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,876 | 75 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $10,092 | 382 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.