ARK ETF TR
CUSIP 00214Q401
Ark Etf Tr has 227 institutional holders in Filings Flow’s 13F database, together reporting 4.36M shares worth $521M as of Q1 2026. The largest reported holders are Morgan Stanley, Foundations Investment Advisors, LLC, and Bank Of America Corp /De/.
Institutional Holders
227
Q1 2026
Reported Value
$521M
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 |
|---|---|---|---|---|
| EWG Elevate Inc.$320M AUM | 3.51% | $11M | 64.3K | Q3 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 3.43% | $12M | 103.4K | Q1 2026OLDER |
| Vienna Asset Management LLC$129M AUM | 1.78% | $2M | 19.0K | Q1 2026OLDER |
| Wealth Management Partners, LLC$350M AUM | 1.18% | $4M | 34.1K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 1.04% | $3M | 21.4K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.90% | $4M | 31.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.90% | $72M | 599.7K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.88% | $1M | 10.6K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.79% | $5M | 30.8K | Q3 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.77% | $2M | 13.0K | Q3 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.75% | $2M | 13.0K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.67% | $7M | 55.5K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.60% | $733,381 | 6.1K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.51% | $1M | 6.5K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.51% | $1M | 10.7K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.48% | $2M | 12.5K | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.46% | $889,619 | 7.4K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.39% | $4M | 33.9K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.38% | $395,763 | 3.3K | Q4 2025OLDER |
| Gradient Investments LLC$7.2B AUM | 0.38% | $25M | 204.8K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.37% | $767,321 | 6.4K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.36% | $1M | 10.8K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.34% | $3M | 22.8K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.28% | $412,245 | 3.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.27% | $1M | 17.6K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.25% | $769,647 | 6.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.23% | $4M | 36.7K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.21% | $975,371 | 5.6K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.21% | $1M | 10.5K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.19% | $349,769 | 2.9K | Q1 2026OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.19% | $224,938 | 1.9K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.19% | $671,677 | 5.6K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.17% | $247,854 | 2.1K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.16% | $241,220 | 2.0K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.14% | $1M | 9.6K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 0.14% | $276,405 | 1.9K | Q4 2025OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.14% | $392,270 | 2.5K | Q3 2025OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.12% | $235,911 | 1.6K | Q4 2025OLDER |
| W ADVISORS, LLC$195M AUM | 0.12% | $244,947 | 1.7K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.12% | $3M | 23.1K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.11% | $260,879 | 2.2K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.11% | $275,826 | 1.9K | Q2 2026 |
| Brown Financial Advisors$264M AUM | 0.10% | $266,066 | 2.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.09% | $257,346 | 1.7K | Q4 2025OLDER |
| Blueshift Asset Management, LLC$330M AUM | 0.08% | $269,443 | 2.2K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.08% | $470,500 | 3.9K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.08% | $484,422 | 4.0K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.07% | $2M | 10.3K | Q3 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.07% | $100,407 | 832 | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.06% | $224,898 | 1.3K | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 23.1K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.06% | $492,051 | 2.8K | Q3 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.06% | $560,837 | 4.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $15M | 126.0K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.05% | $105,534 | 875 | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.05% | $213,339 | 1.2K | Q3 2025OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.05% | $448,428 | 3.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 15.7K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $81,717 | 468 | Q4 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $465,917 | 3.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $2M | 10.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $15M | 126.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.04% | $357,278 | 2.0K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $251,307 | 1.7K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $947,150 | 7.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $931,131 | 7.7K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $319,259 | 2.2K | Q2 2026 |
| Financial Perspectives, Inc$358M AUM | 0.04% | $126,404 | 1.0K | Q1 2026OLDER |
| Kennebec Savings Bank$111M AUM | 0.03% | $34,922 | 200 | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.03% | $207,613 | 1.5K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $3M | 22.7K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $272,119 | 1.8K | Q4 2025OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.03% | $5M | 43.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 9.1K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $495,060 | 4.1K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.03% | $403,440 | 3.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $234,345 | 1.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $296,488 | 1.7K | Q3 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $529,987 | 4.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $313,231 | 2.2K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $460,169 | 3.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $322,790 | 2.2K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $1M | 8.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $287,187 | 2.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $577,102 | 4.8K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $374,224 | 2.5K | Q4 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $3M | 21.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $35,942 | 298 | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.02% | $242,766 | 1.7K | Q2 2026 |
| Serenus Wealth Advisors, LLC$501M AUM | 0.02% | $96,392 | 96.4K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.02% | $215,469 | 1.2K | Q3 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $82,498 | 684 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $117,596 | 975 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 29.1K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $296,098 | 2.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $420,638 | 2.4K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $319,984 | 2.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 10.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $226,765 | 1.5K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $492,044 | 4.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $398,712 | 3.3K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.01% | $36,183 | 300 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 9.0K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.01% | $45,011 | 305 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 20.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $251,728 | 2.1K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $310,913 | 2.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 66.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $980,559 | 8.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $19M | 155.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $104,690 | 868 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 66.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $304,273 | 2.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $281,016 | 2.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $225,158 | 1.9K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $36,183 | 300 | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $277,822 | 1.9K | Q4 2025OLDER |
| Abound Wealth Management$504M AUM | 0.01% | $38,587 | 320 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $718,057 | 6.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 6.3K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $29M | 237.7K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.01% | $57,944 | 400 | Q2 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.01% | $206,564 | 1.2K | Q3 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $223,739 | 1.3K | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $56,217 | 466 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $115M | 780.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $238,826 | 1.6K | Q2 2026 |
| Vision Retirement, LLC$373M AUM | 0.01% | $24,524 | 166 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 50.4K | Q1 2026OLDER |
| Bleichroeder LP$579M AUM | 0.01% | $36,183 | 300 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $252,656 | 1.4K | Q3 2025OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $53,672 | 445 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $62,278 | 430 | Q2 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $19,796 | 134 | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $3M | 21.1K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.01% | $10,252 | 85 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $208,173 | 1.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 16.2K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $7,533 | 52 | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $158,958 | 1.1K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $277,636 | 1.9K | Q2 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $14,842 | 85 | Q3 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $6M | 49.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $292,129 | 2.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $361,830 | 3.0K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.00% | $79,241 | 657 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $263,654 | 2.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $555,052 | 3.8K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $303,801 | 2.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 31.3K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $248,261 | 2.1K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $9,440 | 78 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 26.9K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $5,910 | 49 | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.00% | $9,604 | 55 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $29M | 243.2K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $3M | 14.5K | Q3 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $200,802 | 1.1K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $329,047 | 2.7K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 26.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $4,824 | 40 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $17,222 | 142 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 91.7K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $200,701 | 1.4K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $2M | 10.2K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $99,386 | 686 | Q2 2026 |
| Sankala Group LLC$122M AUM | 0.00% | $3,384 | 29 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $167,626 | 960 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 11.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $37M | 307.4K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $18,092 | 150 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $7,387 | 50 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $84,686 | 485 | Q3 2025OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $6,031 | 50 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $15,559 | 129 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $12,078 | 100 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $227,001 | 1.3K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $493,735 | 4.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 27.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $373,609 | 2.5K | Q4 2025OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $11,760 | 81 | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $448,307 | 3.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $11M | 89.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 13.4K | Q3 2025OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.00% | $1,900 | 16 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $207,417 | 1.7K | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.00% | $6,149 | 51 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $437,219 | 3.6K | Q2 2026 |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $10,252 | 70 | Q2 2026 |
| Hartford Financial Management Inc.$392M AUM | 0.00% | $5,634 | 47 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $13M | 104.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $916,915 | 7.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $75,944 | 514 | Q4 2025OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $134,056 | 1.1K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $14,631 | 101 | Q2 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $61,391 | 509 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $2,955 | 20 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $77,655 | 643 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $12,061 | 100 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $202,867 | 1.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,061 | 100 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $13,629 | 113 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $22,796 | 189 | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $2,619 | 15 | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $21,467 | 177 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $248,701 | 2.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $21,665 | 180 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $639,233 | 5.3K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $71,522 | 593 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $227,832 | 1.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 30.4K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $3,694 | 25 | Q4 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $1,206 | 10 | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.00% | $844 | 7 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $3,477 | 24 | Q2 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $26,075 | 180 | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $541,697 | 4.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $73,120 | 603 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $117,414 | 973 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $2,955 | 20 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $8,563 | 71 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $209,707 | 1.2K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $211,428 | 1.3K | Q4 2025OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $41,128 | 341 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $356,663 | 3.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $3,015 | 25 | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $1,620 | 9 | Q3 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $1,206 | 10 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $574,466 | 4.8K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $1,809 | 15 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $24,966 | 207 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $279,895 | 2.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17,488 | 145 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 23.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $1,447 | 12 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $7,478 | 62 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $6,996 | 58 | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $1,978 | 13 | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $3,102 | 21 | Q4 2025OLDER |
| EFG International AG$4.7B AUM | 0.00% | $18,444 | 125 | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $226,993 | 1.3K | Q3 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $289,464 | 2.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $6,873 | 46 | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $4,221 | 35 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $57,910 | 480 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $1,206 | 10 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $451,939 | 3.7K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $81,542 | 677 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $1,207 | 10 | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $1,033 | 7 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,693 | 64 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $519,242 | 4.3K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $16,283 | 135 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $209,579 | 1.7K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $873,050 | 5.0K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 10.4K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $6,031 | 50 | Q1 2026OLDER |
| Perkins Coie Trust Co$603M AUM | 0.00% | $698 | 4 | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $3,319 | 29 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $16,403 | 136 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $29,130 | 241 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $709,669 | 5.9K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $15,076 | 125 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $312,383 | 2.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $4,442 | 37 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $12,557 | 85 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $30,273 | 251 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,851 | 13 | Q4 2025OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $241 | 2 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $83,742 | 694 | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $290 | 2 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $13,146 | 109 | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $30 | 0 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $40,525 | 336 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $10,252 | 85 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $7,977 | 54 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $179,003 | 1.6K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $12,784 | 106 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $29,327 | 243 | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $724 | 6 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $9,890 | 82 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $15 | 0 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,669 | 47 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,630 | 40 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,048 | 6 | Q3 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $5,171 | 35 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $362 | 3 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,206 | 10 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $51,398 | 426 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $5,318 | 36 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.