ARK ETF TR
CUSIP 00214Q104
Ark Etf Tr has 586 institutional holders in Filings Flow’s 13F database, together reporting 41.53M shares worth $2.8B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Encompass Capital Advisors LLC, and Jane Street Group, LLC.
Institutional Holders
586
Q1 2026
Reported Value
$2.8B
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 |
|---|---|---|---|---|
| Encompass Capital Advisors LLC$3.3B AUM | 21.03% | $597M | 6.92M | Q3 2025OLDER |
| L1 Global Manager Pty Ltd$149M AUM | 10.07% | $15M | 200.0K | Q4 2025OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 8.15% | $26M | 383.0K | Q1 2026OLDER |
| Foxhaven Asset Management, LP$3.2B AUM | 7.95% | $345M | 4.00M | Q3 2025OLDER |
| GERBER, LLC$179M AUM | 6.35% | $11M | 168.3K | Q1 2026OLDER |
| Invenomic Capital Management LP$2.2B AUM | 5.01% | $104M | 1.20M | Q3 2025OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 4.34% | $32M | 420.1K | Q4 2025OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 3.76% | $8M | 116.4K | Q1 2026OLDER |
| Birnam Oak Advisors, LP$441M AUM | 3.57% | $16M | 180.0K | Q3 2025OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 3.11% | $7M | 96.4K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 3.04% | $4M | 51.8K | Q3 2025OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 2.98% | $4M | 51.0K | Q1 2026OLDER |
| HIGHLAND PEAK CAPITAL, LLC$373M AUM | 2.53% | $8M | 100.0K | Q4 2025OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 2.51% | $4M | 43.5K | Q2 2026 |
| GFS Advisors, LLC$1.6B AUM | 2.36% | $19M | 149.0K | Q1 2026OLDER |
| NBZ Investment Advisors LLC$229M AUM | 2.16% | $5M | 73.3K | Q1 2026OLDER |
| Edenbrook Capital, LLC$321M AUM | 2.15% | $12M | 150.0K | Q4 2025OLDER |
| EWG Elevate Inc.$320M AUM | 1.99% | $6M | 73.7K | Q3 2025OLDER |
| Diameter Capital Partners LP$1.1B AUM | 1.90% | $20M | 300.0K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 1.75% | $514,733 | 7.3K | Q3 2025OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 1.70% | $2M | 30.3K | Q2 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 1.58% | $6M | 89.0K | Q1 2026OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 1.52% | $2M | 25.6K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 1.46% | $3M | 41.7K | Q1 2026OLDER |
| Hidden Lake Asset Management LP$331M AUM | 1.38% | $11M | 125.0K | Q3 2025OLDER |
| Fortitude Financial, LLC$111M AUM | 1.35% | $2M | 3.3K | Q3 2025OLDER |
| Quarry LP$558M AUM | 1.34% | $6M | 70.8K | Q3 2025OLDER |
| Valtrion Capital Management, LLC$106M AUM | 1.23% | $1M | 19.3K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 1.20% | $5M | 71.1K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 1.18% | $1M | 21.5K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 1.14% | $6M | 92.4K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 1.12% | $1M | 16.3K | Q4 2025OLDER |
| PERISCOPE CAPITAL INC.$902M AUM | 1.10% | $7M | 80.0K | Q3 2025OLDER |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 1.03% | $43M | 500.0K | Q3 2025OLDER |
| AYAL Capital Advisors Ltd$369M AUM | 1.00% | $4M | 54.5K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.99% | $1M | 20.5K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 0.98% | $1M | 16.9K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.96% | $2M | 35.1K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.91% | $1M | 16.4K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.89% | $2M | 29.1K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.87% | $3M | 43.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.82% | $3M | 37.2K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.80% | $2M | 27.3K | Q1 2026OLDER |
| Anson Funds Management LP$2.3B AUM | 0.78% | $9M | 100.0K | Q3 2025OLDER |
| Lokken Investment Group LLC$291M AUM | 0.76% | $2M | 25.7K | Q3 2025OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.73% | $10M | 143.8K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.71% | $2M | 24.2K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.69% | $2M | 20.3K | Q2 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.68% | $2M | 31.3K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.65% | $9M | 138.0K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.62% | $2M | 24.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.58% | $17M | 258.8K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.54% | $1M | 19.6K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 0.51% | $620,544 | 9.2K | Q1 2026OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.50% | $31M | 400.0K | Q4 2025OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.50% | $787,491 | 11.7K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.50% | $14M | 176.6K | Q4 2025OLDER |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.48% | $564,526 | 8.4K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.47% | $1M | 13.8K | Q4 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.46% | $200M | 2.95M | Q1 2026OLDER |
| LuminArx Capital Management LP$136M AUM | 0.42% | $446,400 | 35.0K | Q4 2025OLDER |
| Shay Capital LLC$1.2B AUM | 0.40% | $5M | 70.0K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.39% | $975,512 | 14.4K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.39% | $2M | 21.9K | Q2 2026 |
| Polymer Capital Management (US) LLC$988M AUM | 0.38% | $4M | 55.0K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.36% | $703,105 | 8.7K | Q2 2026 |
| CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM | 0.36% | $10M | 155.0K | Q1 2026OLDER |
| Phillips Wealth Planners LLC$133M AUM | 0.36% | $474,898 | 5.9K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.36% | $543,579 | 8.0K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.35% | $15M | 200.0K | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.35% | $17M | 251.5K | Q1 2026OLDER |
| VELA Investment Management, LLC$436M AUM | 0.35% | $2M | 22.5K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 0.33% | $467,443 | 6.1K | Q4 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.33% | $1M | 20.6K | Q1 2026OLDER |
| New World Advisors LLC$569M AUM | 0.32% | $2M | 26.8K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.31% | $1M | 19.0K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.30% | $496,387 | 7.3K | Q1 2026OLDER |
| Estate Planners Group, LLC$208M AUM | 0.29% | $602,700 | 8.9K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.29% | $4,724 | 61.4K | Q4 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.28% | $794,723 | 11.8K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.28% | $762,550 | 11.3K | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 0.28% | $347,142 | 5.1K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.25% | $618,449 | 9.2K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.23% | $673,952 | 5.6K | Q3 2025OLDER |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.23% | $9M | 1.1K | Q3 2025OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.23% | $287,073 | 3.6K | Q2 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.23% | $1M | 16.0K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.23% | $107M | 1.59M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.22% | $9M | 107.4K | Q3 2025OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.21% | $622,216 | 9.2K | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.21% | $293,205 | 4.3K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.21% | $380,194 | 5.6K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.21% | $408,789 | 6.0K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.21% | $2M | 31.8K | Q1 2026OLDER |
| Sender Co & Partners, Inc.$165M AUM | 0.20% | $2M | 21.5K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.20% | $5M | 67.5K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.20% | $2M | 23.1K | Q1 2026OLDER |
| BW Gestao de Investimentos Ltda.$3.0B AUM | 0.20% | $6M | 87.6K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.20% | $1M | 15.4K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.20% | $1M | 21.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.19% | $2M | 23.1K | Q1 2026OLDER |
| SimpliFi, Inc.$238M AUM | 0.19% | $433,226 | 5.0K | Q3 2025OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.18% | $1M | 17.0K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 0.18% | $722,402 | 10.7K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.18% | $674,886 | 10.0K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.18% | $635,821 | 9.4K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.18% | $31M | 454.9K | Q1 2026OLDER |
| Heritage Wealth Management, Inc. /CA/$181M AUM | 0.18% | $323,351 | 4.8K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.18% | $366,825 | 5.4K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.18% | $874,392 | 10.1K | Q3 2025OLDER |
| Ruggaard & Associates LLC$252M AUM | 0.18% | $470,767 | 5.5K | Q3 2025OLDER |
| First Financial Group Corp$122M AUM | 0.18% | $202,891 | 2.4K | Q3 2025OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.17% | $270,360 | 4.0K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.17% | $2M | 21.9K | Q2 2026 |
| Heritage Wealth Management, Inc.$202M AUM | 0.17% | $348,900 | 5.2K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 0.17% | $769,200 | 10.0K | Q4 2025OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.17% | $294,081 | 4.4K | Q1 2026OLDER |
| Lauer Wealth, LLC$126M AUM | 0.17% | $215,091 | 3.1K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 0.17% | $202,770 | 3.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.17% | $5M | 78.7K | Q1 2026OLDER |
| 683 Capital Management, LLC$1.9B AUM | 0.17% | $3M | 37.5K | Q3 2025OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.17% | $278,538 | 4.1K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.17% | $1M | 18.1K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.17% | $1M | 20.7K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.17% | $3M | 44.0K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.17% | $260,019 | 3.8K | Q1 2026OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 0.16% | $954,910 | 11.1K | Q3 2025OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 0.16% | $222,395 | 2.6K | Q3 2025OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.16% | $245,960 | 3.6K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.16% | $210,881 | 3.1K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.15% | $208,915 | 2.7K | Q4 2025OLDER |
| Interval Partners, LP$3.8B AUM | 0.15% | $9M | 109.6K | Q3 2025OLDER |
| Collar Capital Management, LLC$155M AUM | 0.15% | $238,187 | 3.5K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.15% | $445,351 | 6.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.15% | $663,738 | 9.8K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.15% | $1M | 15.3K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 0.15% | $203,738 | 2.6K | Q4 2025OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.15% | $300,603 | 4.4K | Q1 2026OLDER |
| Legacy Wealth Advisors, LLC$196M AUM | 0.15% | $287,258 | 4.3K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.15% | $1M | 15.5K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.15% | $407,474 | 5.3K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.14% | $2M | 26.0K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 0.14% | $483,789 | 6.0K | Q2 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.14% | $9M | 120.0K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.14% | $493,475 | 7.1K | Q1 2026OLDER |
| Yarbrough Capital, LLC$2.9B AUM | 0.13% | $4M | 56.2K | Q4 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.13% | $211,090 | 2.4K | Q3 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.13% | $1M | 15.2K | Q1 2026OLDER |
| Thayer Partners, LLC / MA$210M AUM | 0.13% | $263,601 | 3.9K | Q1 2026OLDER |
| Diligent Investors, LLC$404M AUM | 0.12% | $490,961 | 5.7K | Q3 2025OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.12% | $214,991 | 2.8K | Q4 2025OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.12% | $343,217 | 4.5K | Q4 2025OLDER |
| OxenFree Capital LLC$218M AUM | 0.12% | $219,111 | 2.4K | Q3 2025OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.12% | $279,439 | 3.2K | Q3 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.12% | $1M | 15.1K | Q1 2026OLDER |
| Cladis Investment Advisory, LLC$182M AUM | 0.12% | $213,453 | 2.8K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.12% | $710,033 | 10.5K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.12% | $23M | 300.0K | Q4 2025OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.12% | $377,538 | 4.9K | Q4 2025OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.12% | $295,776 | 4.4K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.12% | $2M | 27.7K | Q1 2026OLDER |
| Luxor Capital Group, LP$1.4B AUM | 0.11% | $2M | 28.0K | Q3 2025OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.11% | $405,737 | 6.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.11% | $26M | 380.3K | Q1 2026OLDER |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.11% | $8M | 100.0K | Q4 2025OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.11% | $32M | 376.4K | Q3 2025OLDER |
| Chronos Wealth Management, LLC$207M AUM | 0.11% | $220,065 | 2.5K | Q3 2025OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 0.11% | $217,735 | 2.5K | Q3 2025OLDER |
| Voss Capital, LP$1.9B AUM | 0.11% | $2M | 25.0K | Q3 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.11% | $212,841 | 3.1K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.10% | $696,041 | 10.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.10% | $4M | 64.2K | Q1 2026OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.10% | $218,586 | 3.2K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 0.10% | $726,720 | 10.8K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.10% | $346,642 | 5.1K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.10% | $209,536 | 2.4K | Q3 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.10% | $203,784 | 3.0K | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.10% | $222,827 | 2.6K | Q3 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.10% | $132,950 | 2.0K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.10% | $2M | 26.2K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 0.10% | $238,299 | 3.0K | Q4 2025OLDER |
| Latitude Advisors, LLC$218M AUM | 0.10% | $211,447 | 2.5K | Q3 2025OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.09% | $279,181 | 3.2K | Q3 2025OLDER |
| EFG International AG$4.7B AUM | 0.09% | $4M | 64.2K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.09% | $910,572 | 13.5K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 23.8K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.09% | $1M | 18.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.09% | $8M | 119.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.09% | $6M | 83.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 28.5K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.09% | $231,546 | 3.0K | Q4 2025OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.09% | $186,005 | 2.8K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.09% | $2M | 27.8K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.09% | $275,652 | 4.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.09% | $626,513 | 8.1K | Q4 2025OLDER |
| Greenfield Savings Bank$264M AUM | 0.08% | $201,079 | 2.3K | Q3 2025OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.08% | $510,595 | 6.6K | Q4 2025OLDER |
| Maven Securities LTD$5.2B AUM | 0.08% | $4M | 62.1K | Q1 2026OLDER |
| Gilbert & Cook, Inc.$774M AUM | 0.08% | $623,863 | 7.2K | Q3 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.08% | $426,898 | 6.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.08% | $17M | 251.5K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.08% | $198,861 | 2.3K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.08% | $382,221 | 5.7K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.08% | $827,977 | 12.3K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.08% | $474,681 | 7.0K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.08% | $1M | 17.0K | Q4 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.08% | $241,897 | 5.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.08% | $2M | 23.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.08% | $679M | 10.05M | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.08% | $513,314 | 7.6K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.07% | $733,789 | 10.9K | Q1 2026OLDER |
| J. Goldman & Co LP$3.4B AUM | 0.07% | $3M | 33.5K | Q3 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.07% | $204,972 | 3.0K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.07% | $253,125 | 3.7K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.07% | $87,326 | 1.3K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.07% | $144M | 850.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.07% | $486,310 | 7.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.07% | $541M | 8.01M | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.07% | $222,530 | 2.9K | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.07% | $424,871 | 6.3K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.07% | $219,541 | 3.2K | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.07% | $301,451 | 4.5K | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.07% | $582,288 | 8.6K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.07% | $490,739 | 6.1K | Q2 2026 |
| Eisler Capital Management Ltd.$22.6B AUM | 0.07% | $15M | 179.1K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 42.7K | Q1 2026OLDER |
| Adams Wealth Management$455M AUM | 0.07% | $299,626 | 4.4K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.06% | $2M | 36.0K | Q1 2026OLDER |
| Navigation Group, LLC$427M AUM | 0.06% | $268,457 | 4.0K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.06% | $468,366 | 6.1K | Q4 2025OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.06% | $359,944 | 5.3K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.06% | $361,674 | 5.4K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 0.06% | $258,144 | 3.4K | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.06% | $94,288 | 1.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 26.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.06% | $20M | 259.5K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 66.2K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.06% | $635,828 | 9.4K | Q1 2026OLDER |
| Legend Capital Advisors LLC$160M AUM | 0.06% | $95,910 | 1.4K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.06% | $448,209 | 6.6K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.06% | $84,488 | 1.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.06% | $135M | 2.00M | Q1 2026OLDER |
| CacheTech Inc.$519M AUM | 0.06% | $299,626 | 4.4K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.06% | $952,988 | 14.1K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.06% | $639,870 | 9.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.06% | $896,585 | 13.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.06% | $2M | 33.3K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.06% | $393,089 | 5.8K | Q1 2026OLDER |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$7.3B AUM | 0.06% | $3M | 38.0K | Q3 2025OLDER |
| ARK Investment Management LLC$12.9B AUM | 0.05% | $7M | 104.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 64.8K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.05% | $777,706 | 11.5K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.05% | $608,378 | 9.0K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.05% | $385,958 | 5.7K | Q1 2026OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.05% | $451,704 | 6.7K | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 0.05% | $225,529 | 2.9K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $757,250 | 11.1K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.05% | $570,760 | 6.8K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.05% | $1M | 18.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.05% | $727,404 | 10.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.05% | $315M | 4.67M | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.05% | $7M | 101.9K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.05% | $210,658 | 2.4K | Q3 2025OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.05% | $227,547 | 2.6K | Q3 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.05% | $75,419 | 1.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $656,704 | 9.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.05% | $2M | 23.1K | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 27.1K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $352,169 | 5.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.05% | $424M | 6.27M | Q1 2026OLDER |
| DLD Asset Management, LP$1.1B AUM | 0.05% | $652,252 | 8.5K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.05% | $79M | 1.17M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $519,091 | 7.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $797,602 | 11.8K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.05% | $240,418 | 3.6K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.04% | $19M | 283.1K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $405,157 | 5.0K | Q2 2026 |
| Trust Co$1.1B AUM | 0.04% | $476,847 | 7.1K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.04% | $697,069 | 11.0K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.04% | $153,302 | 2.0K | Q4 2025OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.04% | $275,835 | 4.1K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.04% | $4M | 51.4K | Q4 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.04% | $2M | 29.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $537,345 | 7.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 16.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.04% | $1M | 19.8K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.04% | $213,192 | 3.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.04% | $357,240 | 5.3K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.04% | $263,451 | 3.4K | Q4 2025OLDER |
| TCP Asset Management, LLC$778M AUM | 0.04% | $221,618 | 2.6K | Q3 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $740,540 | 10.6K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.04% | $23M | 338.9K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.04% | $3M | 48.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $142M | 2.10M | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.04% | $926,989 | 13.7K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.04% | $457,500 | 6.8K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $321,323 | 4.8K | Q1 2026OLDER |
| Carrera Capital Advisors$649M AUM | 0.04% | $204,963 | 2.4K | Q3 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.04% | $98,996 | 1.3K | Q4 2025OLDER |
| Requisite Capital Management, LLC$537M AUM | 0.04% | $216,786 | 2.5K | Q3 2025OLDER |
| Graney & King, LLC$186M AUM | 0.04% | $67,454 | 998 | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.04% | $3M | 35.2K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.04% | $10M | 148.2K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.04% | $470,128 | 7.0K | Q1 2026OLDER |
| Forge Financial Services LLC$987M AUM | 0.04% | $354,171 | 5.2K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.04% | $408,244 | 6.0K | Q1 2026OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.04% | $224,380 | 2.6K | Q3 2025OLDER |
| Covenant Asset Management, LLC$664M AUM | 0.04% | $235,214 | 3.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.03% | $31M | 454.0K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.03% | $227,475 | 3.4K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $323,592 | 4.8K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.03% | $55,086 | 815 | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $676,530 | 10.0K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $296,282 | 4.4K | Q1 2026OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.03% | $581,950 | 8.6K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $562,153 | 7.3K | Q4 2025OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.03% | $235,935 | 3.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $219M | 3.24M | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $222,299 | 2.9K | Q4 2025OLDER |
| KPP Advisory Services LLC$689M AUM | 0.03% | $225,952 | 3.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $22M | 330.4K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 30.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.03% | $2M | 28.3K | Q2 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.03% | $42,942 | 635 | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.03% | $211,453 | 2.7K | Q4 2025OLDER |
| EagleClaw Capital Managment, LLC$714M AUM | 0.03% | $226,562 | 3.4K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.03% | $524,134 | 6.8K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.03% | $327,203 | 4.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 16.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $121,465 | 1.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $22M | 323.2K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.03% | $15M | 200.0K | Q4 2025OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.03% | $82,460 | 1.2K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.03% | $1M | 19.8K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $799,353 | 10.4K | Q4 2025OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.03% | $202,639 | 2.3K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.03% | $83,201 | 1.2K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.03% | $215,838 | 2.8K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $530,239 | 7.9K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $440,929 | 5.5K | Q2 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.03% | $7M | 78.4K | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.03% | $63,265 | 936 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $10M | 152.5K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.03% | $4M | 57.6K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.03% | $257,605 | 3.3K | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.03% | $492,664 | 7.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $924,427 | 13.7K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.03% | $242,243 | 3.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $1M | 20.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $978,974 | 14.5K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.03% | $340,856 | 5.0K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $234,561 | 3.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $414M | 5.38M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $7M | 96.3K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $1M | 16.3K | Q2 2026 |
| Elequin Capital, LP$1.2B AUM | 0.02% | $447,379 | 5.2K | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 16.6K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.02% | $925,719 | 11.5K | Q2 2026 |
| Concentric Capital Strategies, LP$1.2B AUM | 0.02% | $535,060 | 6.2K | Q3 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $415,543 | 6.1K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $84,617 | 1.3K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.02% | $1M | 14.8K | Q3 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.02% | $11M | 156.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $123M | 1.82M | Q2 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.02% | $210,315 | 2.4K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 42.7K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.02% | $32,984 | 488 | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $1M | 14.4K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.02% | $1M | 15.4K | Q4 2025OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $486,494 | 7.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.02% | $200,678 | 3.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $576,221 | 8.5K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.02% | $769,514 | 11.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 32.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 286.0K | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $482,526 | 7.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $736,303 | 9.1K | Q2 2026 |
| Activest Wealth Management$569M AUM | 0.02% | $116,525 | 1.7K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.02% | $204,531 | 2.4K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 13.1K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $14M | 185.1K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $752,074 | 11.1K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.02% | $242,460 | 3.0K | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 0.02% | $26,090 | 386 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $4M | 53.1K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.02% | $223,550 | 2.9K | Q4 2025OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.02% | $27,709 | 409 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.02% | $195,971 | 2.4K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 36.9K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.02% | $72,166 | 1.1K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.02% | $37,783 | 559 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.02% | $284,824 | 4.2K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $319,404 | 4.7K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 41.1K | Q2 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $265,941 | 3.5K | Q2 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $557,265 | 8.2K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $1M | 17.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.02% | $265,902 | 3.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $57M | 841.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 242.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.02% | $14M | 175.9K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $215,904 | 2.8K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $326,122 | 4.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $430,684 | 6.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $255,627 | 3.0K | Q3 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $852,567 | 12.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $711,390 | 10.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $226,427 | 3.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 18.4K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $204,865 | 3.0K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.02% | $62,520 | 925 | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.02% | $337,950 | 5.0K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $251,639 | 2.9K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $2M | 32.0K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $1M | 19.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $13M | 197.1K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $234,107 | 3.5K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.02% | $2M | 25.0K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $15 | 195 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 77.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $266,442 | 3.9K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $63,603 | 941 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $13M | 199.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $608,137 | 9.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $439,972 | 6.5K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $3M | 50.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $451,009 | 5.6K | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $11M | 159.8K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $418,585 | 6.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $61,034 | 903 | Q1 2026OLDER |
| Candriam S.C.A.$20.1B AUM | 0.01% | $3M | 35.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $44,152 | 574 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $864,385 | 12.8K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $209,753 | 3.1K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.01% | $185,212 | 32.2K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $223,973 | 3.3K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.01% | $24,084 | 298 | Q2 2026 |
| Caitlin John, LLC$167M AUM | 0.01% | $21,291 | 315 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 105.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.01% | $7M | 100.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $328,893 | 4.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $365,139 | 4.7K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $200,741 | 2.6K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.01% | $5M | 69.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $285,636 | 4.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 15.5K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.01% | $25,955 | 384 | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $315,862 | 4.1K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $717,014 | 10.6K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $34,696 | 513 | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 21.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $632,212 | 8.2K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $212,590 | 3.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $152M | 2.25M | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $144,981 | 2.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $204,013 | 2.4K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $443,759 | 6.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $970,145 | 14.4K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.01% | $13,051 | 151 | Q3 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $41,906 | 620 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $3M | 37.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $233,833 | 3.5K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $319,264 | 4.1K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.01% | $27,036 | 400 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $191,956 | 2.8K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.01% | $4M | 66.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $535,502 | 7.9K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $222,212 | 2.7K | Q2 2026 |
| Navalign, LLC$396M AUM | 0.01% | $38,579 | 502 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $995,082 | 14.5K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $210,056 | 2.7K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $6M | 86.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $723,145 | 10.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $432,644 | 6.4K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.01% | $229,122 | 3.0K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $278,775 | 4.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $994,181 | 14.7K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.01% | $42,244 | 625 | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $302,465 | 4.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $450,495 | 6.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $171,553 | 2.2K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $301,969 | 3.9K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $19M | 283.2K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $283,274 | 3.2K | Q3 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $22,153 | 288 | Q4 2025OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $235,961 | 3.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $347,745 | 4.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $385,423 | 5.7K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $10,356 | 1.6K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $379,816 | 5.6K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $552,056 | 8.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $2M | 31.1K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 0.01% | $14,396 | 213 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $216,223 | 2.8K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $676,830 | 10.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $113M | 1.78M | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $299,243 | 3.5K | Q3 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $440,078 | 6.5K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.01% | $7,416 | 110 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $92,937 | 1.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.