ARCCARES CAPITAL CORP
CUSIP 04010L103 · Yahoo Finance ↗ · Google Finance ↗
Ares Capital Corp (ARCC) has 799 institutional holders in Filings Flow’s 13F database, together reporting 246.80M shares worth $4.2B as of Q1 2026. The largest reported holders are Morgan Stanley, Ubs Group AG, and Strs Ohio.
Institutional Holders
799
Q1 2026
Reported Value
$4.2B
Ticker
ARCC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Muzinich & Co., Inc.$286M AUM | 14.00% | $40M | 2.22M | Q1 2026OLDER |
| SAGE ADVISORS, LLC$151M AUM | 12.82% | $19M | 955.5K | Q4 2025OLDER |
| Melia Wealth LLC$207M AUM | 7.12% | $15M | 815.9K | Q1 2026OLDER |
| Estate Planners Group, LLC$208M AUM | 5.88% | $12M | 679.4K | Q1 2026OLDER |
| Smith Asset Management Co., LLC$127M AUM | 5.10% | $6M | 349.8K | Q2 2026 |
| Challenger Wealth Management$125M AUM | 3.24% | $4M | 225.2K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 3.12% | $6M | 345.8K | Q2 2026 |
| ARES MANAGEMENT LLC$1.5B AUM | 3.10% | $47M | 2.61M | Q1 2026OLDER |
| Enstar Group LTD$217M AUM | 3.01% | $7M | 363.4K | Q1 2026OLDER |
| McGowan Group Asset Management, Inc.$785M AUM | 2.96% | $24M | 1.17M | Q3 2025OLDER |
| Generali Asset Management SPA SGR$4.8B AUM | 2.84% | $136M | 7.55M | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 2.67% | $7M | 385.3K | Q1 2026OLDER |
| BRUNI J V & CO /CO$958M AUM | 2.41% | $23M | 1.28M | Q1 2026OLDER |
| Baugh & Associates, LLC$232M AUM | 2.37% | $5M | 304.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 2.28% | $47M | 2.66M | Q1 2026OLDER |
| Progeny 3, Inc.$1.9B AUM | 2.14% | $40M | 2.22M | Q1 2026OLDER |
| Partners Group Holding AG$1.4B AUM | 2.00% | $36M | 1.77M | Q3 2025OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 1.85% | $3M | 163.5K | Q1 2026OLDER |
| LFG Wealth Partners, LLC$166M AUM | 1.78% | $3M | 164.0K | Q2 2026 |
| Trinity Financial Advisors LLC$389M AUM | 1.78% | $7M | 374.0K | Q2 2026 |
| Prairiewood Capital, LLC$346M AUM | 1.78% | $6M | 341.7K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 1.60% | $13M | 708.8K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 1.55% | $7M | 387.0K | Q1 2026OLDER |
| Taylor Frigon Capital Management LLC$176M AUM | 1.38% | $2M | 134.5K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 1.36% | $4M | 209.4K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 1.27% | $23M | 1.28M | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 1.24% | $4M | 192.8K | Q2 2026 |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 1.23% | $12M | 604.0K | Q3 2025OLDER |
| Cottage Street Advisors LLC$231M AUM | 1.23% | $3M | 157.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 1.20% | $2M | 128.6K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 1.19% | $2M | 133.6K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 1.15% | $2M | 96.9K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 1.13% | $1M | 76.8K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 1.12% | $10M | 579.7K | Q1 2026OLDER |
| EWG Elevate Inc.$320M AUM | 1.03% | $3M | 161.5K | Q3 2025OLDER |
| Gilbert & Cook, Inc.$774M AUM | 1.03% | $8M | 442.2K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 1.02% | $6M | 331.5K | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 1.02% | $13M | 716.0K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.99% | $4M | 219.5K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.97% | $62M | 3.37M | Q2 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.88% | $56M | 3.12M | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.84% | $2M | 110.7K | Q1 2026OLDER |
| Michael & Susan Dell Foundation$2.8B AUM | 0.84% | $24M | 1.32M | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.83% | $1M | 72.3K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.83% | $71M | 3.93M | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.81% | $1M | 55.9K | Q2 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.77% | $15M | 807.4K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.76% | $7M | 377.6K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.75% | $189M | 10.50M | Q1 2026OLDER |
| Ayrshire Capital Management LLC$193M AUM | 0.75% | $1M | 80.4K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.74% | $7M | 363.8K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 0.72% | $4M | 236.1K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.71% | $13M | 747.6K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.70% | $1M | 59.2K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.69% | $4M | 212.1K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.69% | $5M | 289.2K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 0.67% | $1M | 63.4K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.67% | $3M | 165.2K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 0.66% | $787,517 | 43.7K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 0.65% | $882,778 | 45.3K | Q3 2025OLDER |
| Sculati Wealth Management, LLC$271M AUM | 0.65% | $2M | 97.7K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.63% | $3M | 172.0K | Q1 2026OLDER |
| DELPHI FINANCIAL GROUP, INC.$222M AUM | 0.63% | $1M | 77.0K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.62% | $915,146 | 50.8K | Q1 2026OLDER |
| Eos Management, L.P.$233M AUM | 0.61% | $1M | 78.5K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 0.60% | $5M | 225.9K | Q3 2025OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.59% | $5M | 262.3K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.59% | $4M | 212.5K | Q1 2026OLDER |
| Clayton Partners LLC$138M AUM | 0.58% | $809,200 | 40.0K | Q4 2025OLDER |
| Mirador Capital Partners LP$817M AUM | 0.58% | $5M | 257.1K | Q2 2026 |
| Ascent Capital Management, LLC$125M AUM | 0.58% | $725,388 | 35.5K | Q3 2025OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.58% | $47M | 2.60M | Q1 2026OLDER |
| Granite FO LLC$189M AUM | 0.57% | $1M | 57.7K | Q2 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.56% | $912,657 | 50.6K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.54% | $1M | 82.0K | Q1 2026OLDER |
| Welch Financial Planning, LLC$139M AUM | 0.54% | $753,867 | 41.8K | Q1 2026OLDER |
| Altshuler Shaham Ltd$5.5B AUM | 0.54% | $30M | 1.65M | Q1 2026OLDER |
| Mallini Complete Financial Planning LLC$140M AUM | 0.53% | $741,704 | 40.0K | Q2 2026 |
| Register Financial Advisors LLC$271M AUM | 0.53% | $1M | 79.0K | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.52% | $765,234 | 42.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.51% | $2M | 121.5K | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.51% | $3M | 174.2K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 0.51% | $12M | 654.6K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.48% | $1M | 75.1K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.48% | $2M | 102.5K | Q2 2026 |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.46% | $1M | 78.8K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.46% | $28M | 1.58M | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 0.45% | $1M | 62.6K | Q1 2026OLDER |
| Stiles Financial Services Inc$327M AUM | 0.45% | $1M | 81.3K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.44% | $2M | 91.9K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.43% | $6M | 352.2K | Q1 2026OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.42% | $2M | 101.7K | Q1 2026OLDER |
| Elemental Capital Partners LLC$235M AUM | 0.41% | $966,647 | 53.6K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.41% | $3M | 188.4K | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.41% | $7M | 391.3K | Q1 2026OLDER |
| QTR Family Wealth, LLC$240M AUM | 0.40% | $917,126 | 45.9K | Q4 2025OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.40% | $1M | 50.1K | Q3 2025OLDER |
| Bell Bank$2.4B AUM | 0.40% | $9M | 517.3K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.39% | $744,026 | 36.5K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.39% | $6M | 315.2K | Q1 2026OLDER |
| Liberty Mutual Group Asset Management Inc.$1.2B AUM | 0.39% | $5M | 267.4K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.38% | $1M | 60.5K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.38% | $3M | 148.4K | Q1 2026OLDER |
| Severin Investments, LLC$116M AUM | 0.37% | $433,695 | 24.1K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 0.37% | $386,955 | 21.5K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.37% | $1M | 60.2K | Q4 2025OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.37% | $3M | 161.9K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.36% | $835,191 | 46.3K | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 0.36% | $579,092 | 30.2K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.36% | $1M | 67.8K | Q2 2026 |
| Everstar Asset Management, LLC$188M AUM | 0.36% | $678,042 | 37.7K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.36% | $584,835 | 32.5K | Q1 2026OLDER |
| Sciencast Management LP$785M AUM | 0.35% | $3M | 125.0K | Q4 2025OLDER |
| VISTA FINANCE, LLC$126M AUM | 0.34% | $434,340 | 24.1K | Q1 2026OLDER |
| PARK CIRCLE Co$108M AUM | 0.33% | $360,400 | 20.0K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.33% | $4M | 219.4K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.33% | $900,891 | 50.0K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.33% | $1M | 79.7K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.33% | $51M | 2.83M | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.33% | $2M | 103.1K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.33% | $818,722 | 45.4K | Q1 2026OLDER |
| LGT Fund Management Co Ltd.$2.3B AUM | 0.32% | $7M | 412.5K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.32% | $367,158 | 20.4K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.31% | $572,586 | 31.8K | Q1 2026OLDER |
| NEW SOUTH CAPITAL MANAGEMENT INC$2.1B AUM | 0.31% | $7M | 361.0K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.31% | $2M | 83.8K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.31% | $1M | 76.6K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.31% | $19M | 1.06M | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.30% | $9M | 446.6K | Q4 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.30% | $769,070 | 42.7K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.30% | $1M | 55.5K | Q1 2026OLDER |
| Div Capital Phoenix Assets Ltd$434M AUM | 0.30% | $1M | 57.7K | Q4 2025OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.29% | $1M | 69.0K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.29% | $439,129 | 24.4K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.29% | $6M | 319.3K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 0.29% | $342,380 | 19.0K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.28% | $4M | 206.3K | Q1 2026OLDER |
| Second Line Capital, LLC$528M AUM | 0.28% | $1M | 67.0K | Q3 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.28% | $1M | 70.0K | Q3 2025OLDER |
| Werlinich Asset Management, LLC$262M AUM | 0.28% | $720,446 | 38.9K | Q2 2026 |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.27% | $3M | 144.3K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.27% | $21M | 1.18M | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.27% | $313,733 | 17.4K | Q1 2026OLDER |
| Marble Wealth, LLC$571M AUM | 0.27% | $2M | 84.2K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.27% | $4M | 248.0K | Q1 2026OLDER |
| Bank OZK$283M AUM | 0.26% | $741,811 | 41.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.26% | $4M | 229.0K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.26% | $4M | 197.4K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.26% | $3M | 151.1K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.26% | $985,878 | 54.7K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.25% | $2M | 112.2K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.25% | $1M | 49.7K | Q4 2025OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.25% | $426,590 | 21.1K | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.25% | $11M | 575.6K | Q1 2026OLDER |
| Generation Capital Management LLC$137M AUM | 0.24% | $376,278 | 18.6K | Q4 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.24% | $372,761 | 19.6K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.24% | $822,613 | 45.6K | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.24% | $5M | 286.5K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.24% | $855,659 | 47.1K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.23% | $457,700 | 25.4K | Q1 2026OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.23% | $386,659 | 21.5K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.23% | $561,830 | 30.3K | Q2 2026 |
| Baron Financial Group, LLC$210M AUM | 0.23% | $481,353 | 26.0K | Q2 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.23% | $775,887 | 43.1K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 0.22% | $644,011 | 31.8K | Q4 2025OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.22% | $289,511 | 16.1K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.22% | $7M | 365.1K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.22% | $2M | 138.6K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 0.22% | $421,578 | 23.4K | Q1 2026OLDER |
| S&T BANK/PA$268M AUM | 0.21% | $575,884 | 32.0K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.21% | $983,623 | 48.6K | Q4 2025OLDER |
| Steadtrust LLC$198M AUM | 0.21% | $269,669 | 12.3K | Q4 2025OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.21% | $584,773 | 31.6K | Q2 2026 |
| BankPlus Wealth Management LLC$194M AUM | 0.21% | $406,055 | 22.5K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.21% | $534,101 | 29.6K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.21% | $1M | 50.6K | Q4 2025OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 0.20% | $594,871 | 33.0K | Q1 2026OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.20% | $240,166 | 13.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.20% | $1M | 58.2K | Q2 2026 |
| FLC Capital Advisors$560M AUM | 0.20% | $1M | 62.2K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.20% | $3M | 157.7K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.20% | $336,559 | 17.8K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.20% | $826,037 | 45.8K | Q1 2026OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.20% | $479,228 | 26.6K | Q1 2026OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.20% | $309,879 | 17.2K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.20% | $1M | 65.9K | Q2 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD$185M AUM | 0.19% | $354,868 | 19.7K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.19% | $1M | 56.4K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.19% | $5M | 269.1K | Q1 2026OLDER |
| DCM Advisors, LLC$220M AUM | 0.19% | $414,061 | 25.0K | Q1 2026OLDER |
| Scientech Research LLC$120M AUM | 0.19% | $537,008 | 26.3K | Q3 2025OLDER |
| Clearwave Capital, LLC$146M AUM | 0.19% | $272,464 | 15.1K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.18% | $307,097 | 17.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.18% | $272,408 | 15.1K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.18% | $907,603 | 50.4K | Q1 2026OLDER |
| Reliant Investment Partners, LLC$121M AUM | 0.18% | $215,079 | 11.9K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.18% | $1M | 62.6K | Q1 2026OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.18% | $630,700 | 35.0K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.17% | $175,875 | 9.8K | Q1 2026OLDER |
| Rayburn West Financial Services LLC$170M AUM | 0.17% | $287,185 | 15.9K | Q1 2026OLDER |
| Miller Global Investments, LLC$121M AUM | 0.17% | $203,237 | 11.0K | Q2 2026 |
| Kentucky Trust Co$191M AUM | 0.16% | $311,674 | 17.3K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.16% | $232,325 | 12.5K | Q2 2026 |
| JUPITER ASSET MANAGEMENT LTD$18.8B AUM | 0.16% | $30M | 1.73M | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.16% | $645,134 | 35.8K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.16% | $842,720 | 46.8K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.16% | $696,329 | 38.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.16% | $9M | 460.3K | Q2 2026 |
| Encompass More Asset Management$597M AUM | 0.16% | $938,031 | 52.1K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.16% | $948,227 | 52.6K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.16% | $3M | 154.8K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.15% | $229,020 | 11.0K | Q1 2026OLDER |
| Permanens Capital L.P.$776M AUM | 0.15% | $1M | 65.5K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.15% | $415,257 | 22.4K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.15% | $8M | 417.0K | Q1 2026OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.15% | $643,476 | 31.8K | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.15% | $196,185 | 10.89M | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.15% | $3M | 153.9K | Q2 2026 |
| Access Investment Management LLC$376M AUM | 0.15% | $552,764 | 30.7K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.15% | $822,081 | 45.6K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 0.15% | $204,367 | 3.5K | Q2 2026 |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 0.14% | $377,681 | 21.0K | Q1 2026OLDER |
| Samjo Management, LLC$231M AUM | 0.14% | $333,370 | 18.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.14% | $4M | 226.0K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.14% | $350,161 | 17.3K | Q4 2025OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.14% | $2M | 102.3K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.14% | $354,075 | 19.6K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.14% | $503,549 | 27.7K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.14% | $350,299 | 19.4K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.14% | $817,404 | 45.4K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.14% | $386,569 | 19.1K | Q3 2025OLDER |
| Successful Portfolios LLC$181M AUM | 0.14% | $246,961 | 13.8K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.14% | $3M | 154.3K | Q2 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.14% | $341,847 | 16.7K | Q3 2025OLDER |
| COFG Advisors, LLC$404M AUM | 0.13% | $545,689 | 30.3K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.13% | $19M | 1.04M | Q1 2026OLDER |
| LGT Group Foundation$8.2B AUM | 0.13% | $11M | 609.7K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.13% | $341,169 | 16.9K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.13% | $6M | 346.6K | Q1 2026OLDER |
| First National Bank of Mount Dora, Trust Investment Services$499M AUM | 0.13% | $666,412 | 36.0K | Q2 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.13% | $8M | 440.2K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.13% | $367,642 | 19.3K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.13% | $1M | 68.0K | Q3 2025OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.13% | $7M | 365.7K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.13% | $901,000 | 50.0K | Q1 2026OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.13% | $540,600 | 30.0K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 0.13% | $545,177 | 30.3K | Q1 2026OLDER |
| Baldwin Investment Management, LLC$856M AUM | 0.13% | $1M | 60.2K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.12% | $296,916 | 16.5K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.12% | $945,371 | 46.3K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.12% | $1M | 76.3K | Q2 2026 |
| Activest Wealth Management$569M AUM | 0.12% | $682,136 | 37.9K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.12% | $1M | 76.9K | Q1 2026OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.12% | $430,408 | 23.9K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.12% | $4M | 223.1K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.12% | $1M | 67.7K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.12% | $3M | 191.1K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.12% | $408,497 | 20.2K | Q4 2025OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.12% | $7M | 380.4K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.11% | $225,899 | 12.5K | Q1 2026OLDER |
| Watts Gwilliam & Co., LLC$620M AUM | 0.11% | $703,754 | 34.5K | Q3 2025OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.11% | $299,721 | 14.7K | Q3 2025OLDER |
| Balboa Wealth Partners$596M AUM | 0.11% | $673,353 | 37.4K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.11% | $618,686 | 34.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.11% | $2M | 118.4K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.11% | $4M | 191.6K | Q4 2025OLDER |
| Canal Capital Management, LLC$739M AUM | 0.11% | $806,441 | 44.8K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 0.11% | $208,780 | 11.6K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 0.11% | $534,113 | 29.6K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.11% | $2M | 77.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.11% | $822,809 | 45.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.11% | $132M | 7.31M | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.11% | $987,489 | 54.8K | Q1 2026OLDER |
| Havemeyer Place LP$867M AUM | 0.10% | $906,875 | 50.3K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.10% | $377,513 | 20.9K | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.10% | $10M | 566.4K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.10% | $1M | 75.0K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.10% | $234,260 | 13.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.10% | $8M | 469.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.10% | $5M | 262.4K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.10% | $392,361 | 19.4K | Q4 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.10% | $1M | 76.0K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.10% | $3M | 166.4K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.10% | $14M | 801.3K | Q1 2026OLDER |
| Highlander Partners, L.P.$256M AUM | 0.10% | $252,280 | 14.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.10% | $2M | 97.0K | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.10% | $422,905 | 23.5K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.09% | $329,188 | 18.3K | Q1 2026OLDER |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.09% | $2M | 102.0K | Q4 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.09% | $5M | 264.0K | Q2 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.09% | $285,130 | 15.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.09% | $451,059 | 25.0K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $3M | 188.3K | Q2 2026 |
| Callodine Capital Management, LP$1.4B AUM | 0.09% | $1M | 50.0K | Q3 2025OLDER |
| Prostatis Group LLC$391M AUM | 0.09% | $347,280 | 19.3K | Q1 2026OLDER |
| Sterling Group Wealth Management, LLC$211M AUM | 0.09% | $187,606 | 10.4K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.09% | $320,688 | 17.8K | Q1 2026OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.09% | $202,184 | 11.2K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.09% | $3M | 144.2K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.09% | $220,395 | 10.9K | Q4 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.09% | $656,814 | 32.2K | Q3 2025OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.09% | $388,061 | 21.5K | Q1 2026OLDER |
| Core Wealth Partners LLC$235M AUM | 0.08% | $197,863 | 10.7K | Q2 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.08% | $225,881 | 12.5K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.08% | $32M | 1.78M | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.08% | $208,381 | 11.6K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.08% | $303,497 | 14.9K | Q3 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.08% | $980,973 | 54.4K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.08% | $3M | 158.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.08% | $2M | 137.6K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.08% | $465,136 | 25.8K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.08% | $482,093 | 26.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $669,101 | 37.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.08% | $3M | 168.0K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.08% | $141,769 | 7.9K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 0.08% | $293,149 | 16.3K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.08% | $235,420 | 12.7K | Q2 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.08% | $3M | 184.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.07% | $6M | 335.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.07% | $41M | 2.29M | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.07% | $527,536 | 29.3K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.07% | $345,768 | 19.2K | Q1 2026OLDER |
| WINTON GROUP Ltd$2.9B AUM | 0.07% | $2M | 113.3K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.07% | $7M | 371.4K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 0.07% | $215,357 | 10.6K | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.07% | $12M | 645.9K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.07% | $3M | 168.3K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.07% | $269,507 | 15.0K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.07% | $792,285 | 44.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $64M | 3.53M | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.07% | $198,941 | 11.0K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.07% | $296,163 | 14.6K | Q3 2025OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.06% | $2M | 99.8K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.06% | $2M | 119.8K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.06% | $179,299 | 9.9K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.06% | $150,295 | 8.3K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.06% | $211,522 | 9.7K | Q4 2025OLDER |
| Intrua Financial, LLC$969M AUM | 0.06% | $583,555 | 32.4K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.06% | $427,218 | 23.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $2M | 96.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.06% | $6M | 350.8K | Q1 2026OLDER |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.06% | $2M | 111.3K | Q2 2026 |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 0.06% | $201,572 | 11.2K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.06% | $278,463 | 15.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $369,636 | 19.8K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.06% | $236,631 | 11.7K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.06% | $22M | 1.14M | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.06% | $267,597 | 14.8K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $381,707 | 21.2K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.05% | $729,346 | 40.5K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.05% | $629,691 | 34.9K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.05% | $55,862 | 3.1K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.05% | $2M | 106.5K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.05% | $1M | 72.1K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $7M | 398.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.05% | $1M | 77.0K | Q2 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.05% | $231,000 | 11.4K | Q4 2025OLDER |
| Platform Technology Partners$519M AUM | 0.05% | $243,913 | 12.1K | Q4 2025OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.05% | $326,162 | 18.1K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.05% | $860,077 | 47.7K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.05% | $326,350 | 16.1K | Q4 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.05% | $294,568 | 16.3K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.05% | $294,306 | 14.5K | Q4 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $218,416 | 10.7K | Q3 2025OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $338,867 | 18.8K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.05% | $2M | 89.8K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 165.2K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.05% | $73,323 | 4.1K | Q1 2026OLDER |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.05% | $26M | 1.44M | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.05% | $312,491 | 17.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $33M | 1.82M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.05% | $532,847 | 29.6K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.05% | $1M | 70.0K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.05% | $262,029 | 14.5K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.05% | $2M | 91.8K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.05% | $644,893 | 31.6K | Q3 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.05% | $298,138 | 14.7K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.05% | $290,104 | 16.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.05% | $732,162 | 40.6K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.05% | $294,551 | 16.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $408,916 | 22.1K | Q2 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.04% | $412,501 | 22.5K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.04% | $688,274 | 38.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.04% | $1M | 79.2K | Q2 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.04% | $392,659 | 21.8K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.04% | $220,755 | 10.8K | Q3 2025OLDER |
| Westend Capital Management, LLC$333M AUM | 0.04% | $147,133 | 8.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.04% | $53,776 | 3.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $48M | 2.64M | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.04% | $265,330 | 13.0K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $2M | 88.8K | Q1 2026OLDER |
| FORA Capital, LLC$1.4B AUM | 0.04% | $239,858 | 11.8K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $8M | 435.1K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.04% | $194,487 | 10.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 142.4K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.04% | $2M | 95.5K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.04% | $551,960 | 30.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $453,084 | 25.1K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.04% | $888,350 | 43.5K | Q3 2025OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.04% | $180,200 | 10.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $8M | 430.1K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.04% | $223,325 | 12.1K | Q2 2026 |
| Headlands Technologies LLC$878M AUM | 0.04% | $343,389 | 19.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.04% | $258M | 14.34M | Q1 2026OLDER |
| Erste Asset Management GmbH$10.8B AUM | 0.04% | $4M | 194.0K | Q3 2025OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.04% | $1M | 56.3K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.04% | $368,419 | 20.4K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.04% | $262,719 | 14.6K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.04% | $66,638 | 3.7K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.04% | $363,735 | 20.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $7M | 407.4K | Q1 2026OLDER |
| Oakwell Private Wealth Management, LLC$560M AUM | 0.04% | $200,026 | 11.1K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.04% | $445,307 | 24.7K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $466,211 | 25.9K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.03% | $2M | 85.5K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $11M | 632.5K | Q1 2026OLDER |
| Port Capital LLC$2.2B AUM | 0.03% | $774,860 | 43.0K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.03% | $360,400 | 20.0K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.03% | $222,814 | 12.6K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $269,497 | 13.2K | Q3 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.03% | $1M | 79.7K | Q1 2026OLDER |
| Alpha Omega Wealth Management LLC$617M AUM | 0.03% | $205,010 | 11.4K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.03% | $76,919 | 4.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $8M | 459.8K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.03% | $120,572 | 6.7K | Q1 2026OLDER |
| BURLING WEALTH PARTNERS, LLC$618M AUM | 0.03% | $208,106 | 10.3K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 165.5K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.03% | $82,892 | 4.6K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.03% | $795,583 | 44.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $646,000 | 35.8K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.03% | $87,505 | 4.9K | Q1 2026OLDER |
| Osbon Capital Management LLC$123M AUM | 0.03% | $38,455 | 2.1K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.03% | $325,687 | 18.1K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.03% | $8M | 391.9K | Q2 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.03% | $3M | 143.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $420,340 | 23.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $20M | 1.09M | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $259,063 | 12.7K | Q3 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $431,791 | 23.3K | Q2 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $965,201 | 53.6K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.03% | $34,897 | 1.7K | Q4 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.03% | $187,676 | 10.4K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.03% | $80,477 | 4.5K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.03% | $211,813 | 11.4K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 69.8K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.03% | $1M | 60.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 67.5K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $262,169 | 12.8K | Q3 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.03% | $360,232 | 20.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 339.6K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.03% | $614,800 | 30.4K | Q4 2025OLDER |
| Promus Capital, LLC$157M AUM | 0.03% | $44,555 | 2.2K | Q3 2025OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.03% | $271,535 | 13.3K | Q3 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $358,038 | 19.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $26M | 1.42M | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 76.1K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 278.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 161.7K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.03% | $45,050 | 2.5K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.03% | $334,007 | 18.5K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.03% | $10M | 497.0K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.03% | $1M | 62.5K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.03% | $33M | 1.64M | Q4 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.03% | $456,288 | 22.6K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $469,128 | 26.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 386.7K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $469,357 | 26.0K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 0.03% | $414,136 | 23.0K | Q1 2026OLDER |
| CIDEL ASSET MANAGEMENT INC$2.1B AUM | 0.03% | $529,960 | 28.6K | Q2 2026 |
| Cerity Partners LLC$70.8B AUM | 0.03% | $18M | 1.00M | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $193,751 | 10.8K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $344,308 | 19.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $3M | 186.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.02% | $108M | 5.98M | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.02% | $296,980 | 16.0K | Q2 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $43,787 | 2.2K | Q4 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.02% | $344,092 | 19.1K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $1M | 57.3K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $358,477 | 17.6K | Q3 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $476,811 | 26.5K | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $128,807 | 7.1K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.02% | $46,852 | 2.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $16M | 961.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 94.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $21M | 1.16M | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $376,127 | 20.9K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.02% | $76,513 | 4.2K | Q1 2026OLDER |
| Neo Ivy Capital Management$379M AUM | 0.02% | $144,482 | 7.1K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $486,577 | 27.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $8M | 436.7K | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.02% | $23,431 | 1.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 149.4K | Q4 2025OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.02% | $421,329 | 20.8K | Q4 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.02% | $254,821 | 14.1K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.02% | $678,312 | 37.3K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.02% | $27,030 | 1.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $236,133 | 12.7K | Q2 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.02% | $891,990 | 49.5K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $36M | 1.99M | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $212,543 | 11.5K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.