AMPLIFY ETF TR
CUSIP 032108607
Amplify Etf Tr has 249 institutional holders in Filings Flow’s 13F database, together reporting 1.15M shares worth $63M as of Q2 2026. The largest reported holders are Morgan Stanley, Concurrent Investment Advisors, LLC, and Lpl Financial LLC.
Institutional Holders
249
Q2 2026
Reported Value
$357M
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 |
|---|---|---|---|---|
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 4.50% | $7M | 135.2K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 3.97% | $6M | 128.8K | Q1 2026OLDER |
| GERBER, LLC$179M AUM | 2.50% | $4M | 89.7K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 1.36% | $2M | 31.6K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 1.05% | $3M | 50.7K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.95% | $4M | 80.1K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.90% | $4M | 78.6K | Q4 2025OLDER |
| Cedrus Wealth Group LLC$108M AUM | 0.69% | $745,316 | 13.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.67% | $39M | 585.4K | Q3 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.56% | $4M | 54.4K | Q3 2025OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.53% | $859,023 | 17.2K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.51% | $5M | 95.4K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.48% | $35M | 551.6K | Q2 2026 |
| Kaizen Financial Strategies$236M AUM | 0.47% | $1M | 19.1K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.42% | $436,352 | 8.3K | Q4 2025OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.41% | $504,162 | 8.9K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.38% | $426,106 | 7.5K | Q4 2025OLDER |
| Paladin Wealth, LLC$172M AUM | 0.37% | $635,945 | 10.2K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.33% | $5M | 89.2K | Q3 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.30% | $1M | 7.2K | Q4 2025OLDER |
| Eagle Strategies LLC$837M AUM | 0.28% | $2M | 47.8K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 0.28% | $363,698 | 6.4K | Q4 2025OLDER |
| CLG LLC$403M AUM | 0.27% | $1M | 19.2K | Q4 2025OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 0.24% | $319,454 | 6.4K | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 0.23% | $559,914 | 11.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.23% | $4M | 78.6K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.21% | $1M | 29.1K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.19% | $1M | 29.7K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 0.18% | $496,588 | 10.0K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.17% | $315,569 | 5.5K | Q4 2025OLDER |
| ARWA LLC$202M AUM | 0.16% | $321,979 | 6.0K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.16% | $4M | 76.0K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.15% | $746,602 | 15.0K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.15% | $538,705 | 10.1K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.15% | $3M | 47.4K | Q3 2025OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.14% | $1M | 25.5K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.13% | $230,973 | 4.1K | Q4 2025OLDER |
| Oxinas Partners, LLC$219M AUM | 0.12% | $218,014 | 3.3K | Q3 2025OLDER |
| MATAURO, LLC$692M AUM | 0.12% | $801,175 | 16.1K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.11% | $337,638 | 5.4K | Q2 2026 |
| Brown Financial Advisors$264M AUM | 0.11% | $279,384 | 5.6K | Q1 2026OLDER |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.10% | $585,796 | 10.3K | Q4 2025OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.10% | $392,055 | 7.9K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.10% | $247,699 | 4.4K | Q4 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.10% | $1M | 21.1K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.10% | $628,633 | 11.1K | Q4 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.09% | $295,915 | 4.4K | Q3 2025OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.09% | $278,761 | 4.9K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.08% | $2M | 43.9K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.07% | $361,771 | 7.3K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $688,047 | 10.8K | Q2 2026 |
| LRI Investments, LLC$1.1B AUM | 0.06% | $711,436 | 14.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.06% | $5M | 101.8K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.05% | $227,560 | 4.0K | Q4 2025OLDER |
| Apeiron RIA LLC$431M AUM | 0.05% | $233,943 | 3.2K | Q3 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.05% | $425,952 | 8.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 25.3K | Q2 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.05% | $1M | 19.2K | Q3 2025OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.05% | $289,217 | 5.8K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 0.05% | $219,405 | 3.3K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 42.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $798,838 | 16.0K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 0.04% | $340,402 | 6.8K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.04% | $1M | 27.5K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $703,915 | 14.1K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.04% | $344,337 | 6.9K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $251,254 | 5.0K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.04% | $90,517 | 1.5K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $209,972 | 4.0K | Q4 2025OLDER |
| Advisors Preferred, LLC$679M AUM | 0.03% | $203,873 | 3.0K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 23.6K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $1M | 24.0K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.03% | $249,797 | 5.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $580,517 | 11.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $402,714 | 8.1K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $375 | 6.6K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $215,913 | 2.9K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $480,267 | 8.4K | Q4 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $427,146 | 8.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $780,290 | 13.7K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $816,927 | 12.8K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $289,135 | 5.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $273,407 | 5.5K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $254,578 | 5.1K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $548,899 | 8.3K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $290,111 | 4.3K | Q3 2025OLDER |
| Copia Wealth Management$146M AUM | 0.02% | $24,756 | 497 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $602,350 | 12.1K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $224,118 | 4.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 45.1K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $270,079 | 4.6K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.02% | $80,448 | 1.2K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 64.5K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.01% | $215,563 | 4.3K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $275,649 | 5.5K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $100,119 | 2.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 24.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $685,705 | 12.1K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $896,501 | 18.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $807,029 | 16.2K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $53,350 | 1.1K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $172,076 | 3.5K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $31,189 | 626 | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $332,126 | 5.3K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $38M | 765.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $789,607 | 15.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $563,907 | 9.8K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $13,408 | 300 | Q3 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.01% | $29,371 | 590 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $261,230 | 4.2K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 22.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 67.9K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $15,889 | 319 | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $204,804 | 3.6K | Q4 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $342,920 | 5.5K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 169.8K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.01% | $11,287 | 227 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $58,527 | 1.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $244,045 | 4.9K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $9,661 | 194 | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.01% | $17,858 | 359 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 148.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $688,771 | 13.8K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.01% | $158,034 | 3.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $317,143 | 6.4K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $22,473 | 451 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $131,698 | 2.6K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $632,088 | 12.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $278,180 | 5.6K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $32,218 | 645 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $229,404 | 3.7K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $268,348 | 5.4K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $324,302 | 6.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 83.4K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $67,493 | 1.4K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.01% | $5,953 | 120 | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $302,240 | 6.1K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $3M | 54.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $149,089 | 3.1K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $16,393 | 245 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $89M | 1.56M | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $418,531 | 8.4K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.00% | $21,169 | 425 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $283,045 | 5.7K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $6,276 | 126 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $24M | 478.5K | Q2 2026 |
| Park Place Capital Corp$499M AUM | 0.00% | $22,265 | 447 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $17,384 | 349 | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.00% | $538,446 | 10.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 22.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 53.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $807,819 | 16.2K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $11,115 | 177 | Q2 2026 |
| Apella Capital, LLC$7.1B AUM | 0.00% | $281,191 | 4.6K | Q2 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $6,077 | 122 | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.00% | $237,068 | 4.1K | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $4,483 | 90 | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $7,472 | 150 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $6,518 | 131 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 32.2K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 60.6K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 24.4K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $294,507 | 5.9K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $12,796 | 257 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $49,378 | 737 | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $680,128 | 13.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $399,334 | 8.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 23.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $552,486 | 11.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $225,678 | 4.5K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $9,962 | 200 | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.00% | $5,823 | 116 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $10,111 | 203 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $275,896 | 5.5K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $23,411 | 470 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $18,985 | 381 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $13,273 | 212 | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $32,030 | 643 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $114,066 | 2.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 47.3K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $4,981 | 100 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $7,422 | 149 | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $4,000 | 83 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 157.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 23.7K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.00% | $5,689 | 100 | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $19,442 | 290 | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $84,096 | 1.7K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $22,026 | 442 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $336,229 | 6.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $52,804 | 1.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $278,932 | 4.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 36.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 53.1K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $25,503 | 512 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $331,848 | 5.0K | Q3 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $5,928 | 119 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $755,077 | 15.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $377,344 | 7.6K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $13,997 | 281 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $932,996 | 16.4K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 47.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $26,187 | 524 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $246,559 | 5.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $127,456 | 2.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $50,308 | 1.0K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $4,981 | 100 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 132.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $143,503 | 2.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $21,495 | 432 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $954,667 | 19.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $1,245 | 25 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $214,112 | 4.3K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $21,718 | 436 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $14,893 | 299 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $13,352 | 235 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $226,889 | 4.0K | Q4 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $4,483 | 90 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $2,568 | 41 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $146,698 | 2.2K | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $4,981 | 100 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 130.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $46,079 | 925 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $69,286 | 1.4K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $31,381 | 630 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $7,456 | 139 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $43,086 | 865 | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $569,773 | 8.5K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $211,849 | 4.3K | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $5,878 | 118 | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $39,051 | 784 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,196 | 24 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $333,528 | 6.7K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $1,444 | 29 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $24,656 | 495 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $5,031 | 101 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $7,123 | 143 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $700,174 | 14.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $316,431 | 6.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $15,407 | 246 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 28.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $393,321 | 7.9K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $3,736 | 75 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,829 | 438 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $266,484 | 5.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $272,359 | 5.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 44.0K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $2,180 | 32 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $37,884 | 761 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $3,537 | 71 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $415,338 | 6.2K | Q3 2025OLDER |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $10,958 | 220 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $51,516 | 1.0K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $1,073 | 16 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 41.2K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $20,559 | 335 | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $1,028 | 18 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $313 | 5 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $114,314 | 2.3K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 22.4K | Q1 2026OLDER |
| Groupe la Francaise$7.3B AUM | 0.00% | $14,830 | 260 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $144,050 | 2.9K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,395 | 28 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $42,072 | 845 | Q2 2026 |
| Glassman Wealth Services$736M AUM | 0.00% | $1,073 | 16 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $769,465 | 15.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $2,439 | 49 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $5,729 | 115 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $31,023 | 623 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $8,119 | 163 | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $548 | 11 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $126,319 | 2.5K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $498 | 10 | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $220,392 | 3.9K | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $28,242 | 567 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $59,273 | 1.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,160 | 20 | Q4 2025OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $368 | 7 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $83,482 | 1.7K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $747 | 15 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $221,359 | 3.9K | Q4 2025OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $57 | 1 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,533 | 91 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $32,177 | 646 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.00% | $67 | 1 | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $2,982 | 60 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $113,382 | 2.0K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $118,920 | 2.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,441 | 49 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $3,335 | 67 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,422 | 25 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,276 | 40 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $19,074 | 383 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $50 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.