BXSLBLACKSTONE SECD LENDING FD
CUSIP 09261X102 · Yahoo Finance ↗ · Google Finance ↗
Blackstone Secd Lending Fd (BXSL) has 376 institutional holders in Filings Flow’s 13F database, together reporting 81.03M shares worth $1.9B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Ubs Group AG.
Institutional Holders
376
Q1 2026
Reported Value
$1.9B
Ticker
BXSL
Quarters Tracked
18
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.01% | $142M | 6.00M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $136M | 5.76M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $112M | 4.73M | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 4.22% | $103M | 3.36M | Q2 2025OLDER |
| STRS OHIO$25.2B AUM | 0.38% | $95M | 4.00M | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.22% | $84M | 3.56M | Q1 2026 |
| Blackstone Inc.$25.6B AUM | 0.30% | $76M | 3.21M | Q1 2026 |
| Ensign Peak Advisors, Inc$53.7B AUM | 0.11% | $62M | 2.60M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.09% | $60M | 2.53M | Q1 2026 |
| Generali Asset Management SPA SGR$4.8B AUM | 1.24% | $60M | 2.52M | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $55M | 2.30M | Q1 2026 |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.34% | $53M | 2.22M | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.04% | $50M | 2.12M | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 1.94% | $40M | 1.72M | Q1 2026 |
| CCLA Investment Management$6.2B AUM | 0.54% | $34M | 1.29M | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $34M | 1.42M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $34M | 1.42M | Q1 2026 |
| Creative Planning$147.4B AUM | 0.02% | $32M | 1.36M | Q1 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P.$328M AUM | 9.03% | $30M | 1.25M | Q1 2026 |
| Muzinich & Co., Inc.$286M AUM | 9.85% | $28M | 1.19M | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.10% | $23M | 951.3K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $23M | 749.2K | Q2 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.02% | $23M | 870.0K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $23M | 957.1K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.01% | $21M | 896.5K | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.23% | $21M | 867.5K | Q1 2026 |
| Empyrean Capital Partners, LP$3.1B AUM | 0.70% | $20M | 765.0K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $20M | 842.1K | Q1 2026 |
| ARES MANAGEMENT LLC$1.5B AUM | 1.26% | $19M | 805.7K | Q1 2026 |
| Progeny 3, Inc.$1.9B AUM | 0.98% | $18M | 772.2K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $18M | 761.0K | Q1 2026 |
| Altshuler Shaham Ltd$5.5B AUM | 0.32% | $18M | 750.0K | Q1 2026 |
| QVT Financial LP$1.4B AUM | 1.30% | $18M | 749.6K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.02% | $17M | 727.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 682.9K | Q1 2026 |
| Allen Investment Management, LLC$8.1B AUM | 0.20% | $16M | 666.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 628.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $15M | 627.2K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $14M | 609.1K | Q1 2026 |
| Border to Coast Pensions Partnership Ltd$5.9B AUM | 0.24% | $14M | 600.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $14M | 579.0K | Q1 2026 |
| NAN FUNG TRINITY (HK) Ltd$911M AUM | 1.36% | $14M | 524.1K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.01% | $13M | 569.6K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $13M | 569.4K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.01% | $11M | 480.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 474.7K | Q1 2026 |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.93% | $10M | 404.7K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $9M | 357.4K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.32% | $9M | 287.1K | Q1 2026 |
| John & Kathleen Schreiber Foundation$98M AUM | 9.27% | $9M | 381.6K | Q1 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC$973M AUM | 0.90% | $9M | 370.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 367.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 339.4K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.04% | $8M | 331.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 317.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 315.5K | Q1 2026 |
| M&G Plc$19.4B AUM | 0.04% | $7M | 300.0K | Q1 2026 |
| POTENTIA WEALTH$259M AUM | 2.73% | $7M | 274.8K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $7M | 299.1K | Q1 2026 |
| LGT CAPITAL PARTNERS LTD.$1.9B AUM | 0.31% | $7M | 229.0K | Q2 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $7M | 282.7K | Q1 2026 |
| LaFleur & Godfrey LLC$803M AUM | 0.82% | $7M | 279.4K | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.05% | $7M | 277.0K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $6M | 266.5K | Q1 2026 |
| SHIKIAR ASSET MANAGEMENT INC$347M AUM | 1.81% | $6M | 264.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 264.3K | Q1 2026 |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.59% | $6M | 235.7K | Q3 2025OLDER |
| Bayview Asset Management, LLC$260M AUM | 1.41% | $6M | 232.0K | Q4 2025OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 5.29% | $6M | 257.3K | Q1 2026 |
| Prota Financial, LLC$152M AUM | 4.27% | $6M | 225.2K | Q1 2026 |
| Columbus Macro, LLC$936M AUM | 0.63% | $6M | 248.0K | Q1 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.29% | $6M | 244.3K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 238.6K | Q1 2026 |
| HBK INVESTMENTS L P$9.9B AUM | 0.06% | $6M | 233.8K | Q1 2026 |
| SFMG, LLC$1.5B AUM | 0.37% | $6M | 232.9K | Q1 2026 |
| Bell Bank$2.4B AUM | 0.23% | $6M | 232.9K | Q1 2026 |
| Aberdeen Group plc$61.9B AUM | 0.01% | $5M | 203.5K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $5M | 203.2K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 217.6K | Q1 2026 |
| DENALI ADVISORS LLC$900M AUM | 0.54% | $5M | 204.1K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.38% | $5M | 191.7K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.03% | $5M | 190.4K | Q1 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.22% | $5M | 172.7K | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.07% | $5M | 190.0K | Q1 2026 |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.15% | $4M | 187.2K | Q1 2026 |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.69% | $4M | 181.2K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 2.12% | $4M | 166.5K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $4M | 145.5K | Q3 2025OLDER |
| King Wealth Management Group$800M AUM | 0.47% | $4M | 148.1K | Q4 2025OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.02% | $4M | 143.0K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 156.1K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.02% | $4M | 141.7K | Q3 2025OLDER |
| Americana Partners, LLC$3.9B AUM | 0.09% | $4M | 154.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $4M | 149.7K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 149.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 147.7K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.12% | $3M | 146.0K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.05% | $3M | 144.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 141.8K | Q1 2026 |
| Naviter Wealth, LLC$801M AUM | 0.42% | $3M | 136.4K | Q1 2026 |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.79% | $3M | 126.3K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.26% | $3M | 139.1K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.05% | $3M | 137.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 131.3K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.29% | $3M | 128.7K | Q1 2026 |
| Parkwood LLC$1.1B AUM | 0.27% | $3M | 127.6K | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.04% | $3M | 127.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.05% | $3M | 113.8K | Q4 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.16% | $3M | 96.0K | Q2 2025OLDER |
| QTR Family Wealth, LLC$240M AUM | 1.21% | $3M | 120.1K | Q1 2026 |
| Hedeker Wealth, LLC$474M AUM | 0.61% | $3M | 121.4K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.20% | $3M | 111.9K | Q1 2026 |
| Quantbot Technologies LP$2.4B AUM | 0.09% | $3M | 104.2K | Q4 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.53% | $3M | 112.9K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.01% | $3M | 101.3K | Q4 2025OLDER |
| Pillsbury Lake Capital LLC$221M AUM | 0.93% | $3M | 100.7K | Q4 2025OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 1.15% | $3M | 0 | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.06% | $3M | 107.9K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 108.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $3M | 107.4K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.06% | $3M | 96.6K | Q3 2025OLDER |
| GenTrust, LLC$2.3B AUM | 0.11% | $3M | 102.9K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 102.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $2M | 103.9K | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.39% | $2M | 100.7K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.07% | $2M | 99.9K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 0.70% | $2M | 87.7K | Q3 2025OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.62% | $2M | 90.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 93.8K | Q1 2026 |
| Guilbault Capital LLC$91M AUM | 2.43% | $2M | 93.8K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.03% | $2M | 93.6K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.19% | $2M | 83.5K | Q4 2025OLDER |
| Osbon Capital Management LLC$123M AUM | 1.76% | $2M | 90.8K | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.76% | $2M | 87.0K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.05% | $2M | 84.1K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.22% | $2M | 84.6K | Q1 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM | 0.09% | $2M | 75.6K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 1.02% | $2M | 82.9K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.23% | $2M | 82.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 81.8K | Q1 2026 |
| IMMERSION CORP$145M AUM | 1.30% | $2M | 79.2K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.12% | $2M | 78.1K | Q1 2026 |
| Stronghold Wealth Management L.L.C.$66M AUM | 2.82% | $2M | 78.8K | Q1 2026 |
| Legacy Wealth Advisors, LLC$196M AUM | 0.95% | $2M | 78.2K | Q1 2026 |
| Magnetar Financial LLC$9.8B AUM | 0.01% | $2M | 68.2K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.13% | $2M | 66.6K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 73.8K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.11% | $2M | 71.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 71.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.06% | $2M | 70.8K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.02% | $2M | 64.3K | Q3 2025OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.12% | $2M | 63.3K | Q3 2025OLDER |
| Steadtrust LLC$198M AUM | 0.98% | $2M | 60.7K | Q4 2025OLDER |
| Truvestments Capital LLC$554M AUM | 0.29% | $2M | 67.3K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 67.0K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 66.9K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 65.6K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.02% | $2M | 59.2K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.10% | $2M | 65.4K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $2M | 58.8K | Q4 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.24% | $2M | 59.3K | Q3 2025OLDER |
| Lansforsakringar Fondforvaltning AB (publ)$19.1B AUM | 0.01% | $2M | 64.9K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.11% | $2M | 64.7K | Q1 2026 |
| Barnett & Company, Inc.$129M AUM | 1.16% | $1M | 63.1K | Q1 2026 |
| Nicholas Investment Partners, LP$1.4B AUM | 0.13% | $1M | 48.6K | Q2 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $1M | 62.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 59.9K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.12% | $1M | 61.6K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.05% | $1M | 61.3K | Q1 2026 |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.33% | $1M | 55.0K | Q4 2025OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.12% | $1M | 61.0K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $1M | 60.5K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.07% | $1M | 60.0K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $1M | 59.2K | Q1 2026 |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.29% | $1M | 59.1K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.02% | $1M | 58.9K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.04% | $1M | 58.7K | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.37% | $1M | 51.3K | Q3 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.24% | $1M | 51.8K | Q4 2025OLDER |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.15% | $1M | 55.4K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.20% | $1M | 55.0K | Q1 2026 |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.02% | $1M | 54.2K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.00% | $1M | 54.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 54.7K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 47.9K | Q4 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $1M | 47.9K | Q4 2025OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.07% | $1M | 52.9K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $1M | 52.8K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.11% | $1M | 47.0K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 52.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $1M | 51.3K | Q1 2026 |
| Marble Wealth, LLC$571M AUM | 0.21% | $1M | 51.0K | Q1 2026 |
| Adams Asset Advisors, LLC$891M AUM | 0.13% | $1M | 50.2K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $1M | 50.0K | Q1 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 0.08% | $1M | 49.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 49.8K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.06% | $1M | 49.5K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 36.6K | Q2 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 47.0K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.05% | $1M | 45.4K | Q1 2026 |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.81% | $1M | 46.9K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 42.1K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 46.0K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.19% | $1M | 45.9K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 34.4K | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $1M | 40.0K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 43.9K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $1M | 43.8K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 38.7K | Q4 2025OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.36% | $1M | 41.7K | Q1 2026 |
| DELPHI MANAGEMENT INC /MA/$84M AUM | 1.21% | $1M | 42.6K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $1M | 32.7K | Q2 2025OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.00% | $1M | 42.5K | Q1 2026 |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.45% | $1M | 42.3K | Q1 2026 |
| Capstone Wealth Management Group LLC$163M AUM | 0.61% | $996,165 | 42.0K | Q1 2026 |
| Fortis Capital Advisors, LLC$763M AUM | 0.13% | $965,841 | 40.8K | Q1 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.12% | $957,905 | 40.4K | Q1 2026 |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.14% | $950,230 | 40.1K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $942,032 | 39.8K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.12% | $939,597 | 30.6K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $933,987 | 35.8K | Q3 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.21% | $924,028 | 39.0K | Q1 2026 |
| Wellington Shields & Co., LLC$392M AUM | 0.24% | $923,563 | 39.0K | Q1 2026 |
| Fieldview Capital Management, LLC$343M AUM | 0.26% | $902,755 | 38.1K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.04% | $902,275 | 38.1K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.21% | $899,699 | 38.0K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $897,590 | 34.1K | Q4 2025OLDER |
| Callodine Capital Management, LP$1.4B AUM | 0.06% | $888,375 | 37.5K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $859,237 | 36.3K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.30% | $849,488 | 32.4K | Q3 2025OLDER |
| TT Capital Management LLC$121M AUM | 0.70% | $846,918 | 35.8K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.07% | $842,410 | 32.3K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $838,782 | 35.4K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.05% | $830,174 | 35.0K | Q1 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.05% | $828,226 | 35.0K | Q1 2026 |
| Massar Capital Management, LP$934M AUM | 0.09% | $815,339 | 34.4K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.09% | $811,857 | 34.3K | Q1 2026 |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.04% | $782,100 | 30.0K | Q3 2025OLDER |
| MQS Management LLC$148M AUM | 0.44% | $760,749 | 29.2K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $754,404 | 31.8K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.04% | $741,000 | 31.3K | Q1 2026 |
| Closed-End Fund Advisors, Inc.$98M AUM | 0.75% | $734,058 | 31.0K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.00% | $729,297 | 30.8K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $723,864 | 27.5K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $717,545 | 30.2K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.13% | $709,989 | 30.0K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.60% | $706,801 | 29.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $703,029 | 29.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $690,373 | 29.1K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $686,299 | 29.0K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $679,441 | 27.8K | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.06% | $679,406 | 28.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $675,641 | 28.5K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $674,572 | 25.6K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $671,446 | 28.3K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $667,181 | 28.2K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.14% | $665,553 | 27.2K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.40% | $649,130 | 27.4K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.21% | $648,702 | 21.1K | Q2 2025OLDER |
| North Ground Capital$83M AUM | 0.77% | $640,601 | 27.0K | Q1 2026 |
| Ascent Capital Management, LLC$125M AUM | 0.51% | $633,254 | 24.3K | Q3 2025OLDER |
| PARK CIRCLE Co$108M AUM | 0.52% | $625,680 | 24.0K | Q3 2025OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $619,808 | 23.5K | Q4 2025OLDER |
| Platform Technology Partners$519M AUM | 0.12% | $617,351 | 26.1K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $612,576 | 25.9K | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $601,252 | 25.4K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $600,494 | 25.3K | Q1 2026 |
| Vienna Asset Management LLC$129M AUM | 0.36% | $600,162 | 23.0K | Q3 2025OLDER |
| Bayshore Capital Advisors, LLC$237M AUM | 0.25% | $592,250 | 25.0K | Q1 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.01% | $583,958 | 24.6K | Q1 2026 |
| Millennium Capital Advisors, LLC$162M AUM | 0.35% | $572,418 | 24.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $569,294 | 24.0K | Q1 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.25% | $565,812 | 23.9K | Q1 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.15% | $561,524 | 23.7K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $561,327 | 18.3K | Q2 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $558,787 | 17.7K | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $553,896 | 23.4K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $552,688 | 23.3K | Q1 2026 |
| EVERPAR ADVISORS LLC$352M AUM | 0.19% | $549,006 | 23.2K | Q1 2026 |
| AXA S.A.$256M AUM | 0.00% | $546,243 | 17.8K | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $543,729 | 20.7K | Q4 2025OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.35% | $543,212 | 22.9K | Q1 2026 |
| Epoch Investment Partners, Inc.$16.5B AUM | 0.00% | $539,649 | 20.7K | Q3 2025OLDER |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.15% | $531,618 | 22.4K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $530,892 | 22.4K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.01% | $522,750 | 17.0K | Q2 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.02% | $521,180 | 22.0K | Q1 2026 |
| ArchPoint Investors$420M AUM | 0.12% | $513,660 | 21.0K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $509,359 | 21.5K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $509,027 | 21.5K | Q1 2026 |
| Mainstream Capital Management LLC$149M AUM | 0.37% | $506,114 | 16.5K | Q2 2025OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.23% | $502,447 | 19.3K | Q3 2025OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.05% | $498,369 | 18.4K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.06% | $497,656 | 21.0K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $495,964 | 20.9K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $489,838 | 20.7K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $486,853 | 20.6K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $486,640 | 20.5K | Q1 2026 |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.02% | $485,408 | 20.5K | Q1 2026 |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.04% | $480,979 | 20.3K | Q1 2026 |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.29% | $478,538 | 20.2K | Q1 2026 |
| AXA Investment Managers S.A.$37.1B AUM | 0.00% | $476,560 | 18.3K | Q3 2025OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.08% | $475,308 | 18.2K | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $470,081 | 19.8K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $465,298 | 19.6K | Q1 2026 |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.13% | $461,955 | 19.5K | Q1 2026 |
| Windsor Advisory Group, LLC$120M AUM | 0.41% | $456,983 | 17.4K | Q4 2025OLDER |
| Nebula Research & Development LLC$0 AUM | 0.04% | $455,039 | 14.8K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $453,298 | 17.7K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $450,375 | 16.6K | Q4 2025OLDER |
| Sage Investment Counsel LLC$90M AUM | 0.49% | $445,395 | 18.8K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.06% | $443,630 | 17.0K | Q3 2025OLDER |
| Axiom Investment Management LLC$131M AUM | 0.33% | $438,266 | 18.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $432,911 | 18.3K | Q1 2026 |
| Allie Family Office LLC$228M AUM | 0.19% | $427,581 | 18.0K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $423,683 | 17.9K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.28% | $423,601 | 17.9K | Q1 2026 |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $417,039 | 17.6K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $411,541 | 15.8K | Q3 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $409,993 | 15.3K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.06% | $407,083 | 15.6K | Q3 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$232M AUM | 0.13% | $402,260 | 15.4K | Q3 2025OLDER |
| Commerce Advisors, LLC$119M AUM | 0.34% | $399,887 | 16.9K | Q1 2026 |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 0.23% | $397,939 | 16.8K | Q1 2026 |
| London & Capital Asset Management Ltd$9.2B AUM | 0.00% | $397,378 | 16.8K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $393,349 | 16.6K | Q1 2026 |
| FLC Capital Advisors$560M AUM | 0.07% | $390,500 | 14.8K | Q4 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $388,000 | 14.9K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $384,681 | 14.6K | Q4 2025OLDER |
| MARINER INVESTMENT GROUP LLC$346M AUM | 0.11% | $384,375 | 325.0K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.02% | $384,017 | 16.2K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $382,944 | 16.2K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $380,357 | 12.4K | Q2 2025OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.36% | $379,609 | 16.0K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.01% | $378,068 | 16.0K | Q1 2026 |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.29% | $376,529 | 15.9K | Q1 2026 |
| Permanens Capital L.P.$776M AUM | 0.05% | $376,073 | 15.4K | Q1 2026 |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $372,763 | 15.7K | Q1 2026 |
| Tranquility Partners, LLC$265M AUM | 0.14% | $369,041 | 15.6K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $365,797 | 15.4K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $358,088 | 13.6K | Q4 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.02% | $355,350 | 15.0K | Q1 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/$864.9B AUM | 0.00% | $352,000 | 14.9K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $348,816 | 14.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $348,175 | 14.7K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $346,667 | 14.6K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $346,182 | 14.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $346,016 | 14.6K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $345,874 | 14.6K | Q1 2026 |
| Legacy PCG, LLC$19M AUM | 1.85% | $343,979 | 14.5K | Q1 2026 |
| Monument Capital Management$399M AUM | 0.09% | $341,633 | 14.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $340,015 | 14.4K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $331,660 | 14.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $327,832 | 13.8K | Q1 2026 |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.12% | $326,295 | 12.5K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $325,796 | 13.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $322,322 | 10.5K | Q2 2025OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.04% | $322,095 | 12.4K | Q3 2025OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.14% | $321,758 | 13.6K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $315,000 | 12.1K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $313,338 | 10.2K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $312,190 | 13.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $310,182 | 13.1K | Q1 2026 |
| Seelaus Asset Management LLC$142M AUM | 0.22% | $309,155 | 13.1K | Q1 2026 |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $303,564 | 12.8K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.03% | $301,181 | 12.7K | Q1 2026 |
| ARMISTICE CAPITAL, LLC$5.6B AUM | 0.00% | $300,478 | 11.4K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $299,878 | 12.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $296,393 | 12.5K | Q1 2026 |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.08% | $296,125 | 12.5K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $295,966 | 12.1K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.04% | $294,396 | 12.4K | Q1 2026 |
| CM WEALTH ADVISORS LLC$470M AUM | 0.07% | $294,306 | 10.9K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $289,683 | 11.0K | Q4 2025OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $286,182 | 11.7K | Q1 2026 |
| CV Advisors LLC$366M AUM | 0.08% | $284,991 | 12.0K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.05% | $284,280 | 12.0K | Q1 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.08% | $284,280 | 12.0K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.02% | $284,042 | 12.0K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $282,181 | 9.2K | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $282,148 | 11.9K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $279,163 | 11.8K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $277,836 | 11.7K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.02% | $277,742 | 11.7K | Q1 2026 |
| Evolution Wealth Advisors, LLC$981M AUM | 0.04% | $277,124 | 10.6K | Q3 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $275,039 | 11.9K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $266,749 | 11.3K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $264,204 | 11.2K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $264,185 | 11.2K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $263,251 | 8.6K | Q2 2025OLDER |
| PATRICK M SWEENEY & ASSOCIATES, INC$156M AUM | 0.17% | $262,348 | 11.1K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $262,248 | 11.1K | Q1 2026 |
| MOSAIC FINANCIAL GROUP, LLC$141M AUM | 0.18% | $261,000 | 9.9K | Q4 2025OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.07% | $258,850 | 9.8K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $258,362 | 8.4K | Q2 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.04% | $255,401 | 9.7K | Q4 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $253,720 | 10.7K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.03% | $249,930 | 10.6K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $249,062 | 10.1K | Q1 2026 |
| TCV Trust & Wealth Management, Inc.$1.2B AUM | 0.02% | $248,981 | 10.5K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $248,360 | 8.1K | Q2 2025OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.16% | $246,186 | 9.3K | Q4 2025OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.2B AUM | 0.02% | $243,925 | 10.3K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $242,810 | 10.4K | Q1 2026 |
| Catalyst Funds Management Pty Ltd$591M AUM | 0.04% | $241,259 | 10.2K | Q1 2026 |
| Harbour Capital Advisors, LLC$525M AUM | 0.05% | $238,674 | 9.9K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.02% | $234,630 | 9.0K | Q3 2025OLDER |
| Glenview Trust Co$6.4B AUM | 0.00% | $234,531 | 9.9K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $234,000 | 9.9K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.05% | $233,270 | 7.6K | Q2 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $230,242 | 7.1K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $230,059 | 9.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $228,196 | 7.4K | Q2 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $227,897 | 9.6K | Q1 2026 |
| Capital Planning Advisors, LLC$692M AUM | 0.03% | $227,187 | 9.6K | Q1 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.05% | $223,871 | 9.4K | Q1 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.01% | $222,473 | 9.4K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $220,996 | 8.5K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $220,270 | 9.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $219,326 | 9.0K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $218,704 | 8.3K | Q4 2025OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.03% | $216,959 | 8.2K | Q4 2025OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.02% | $216,800 | 8.0K | Q4 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $216,448 | 8.2K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $216,254 | 8.3K | Q3 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $216,090 | 8.2K | Q4 2025OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $215,250 | 7.0K | Q2 2025OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $212,911 | 9.0K | Q1 2026 |
| Advisor OS, LLC$1.4B AUM | 0.02% | $212,547 | 9.0K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $211,042 | 8.0K | Q4 2025OLDER |
| Core Wealth Partners LLC$235M AUM | 0.10% | $210,651 | 8.9K | Q1 2026 |
| Brucke Financial, Inc.$197M AUM | 0.11% | $207,336 | 8.8K | Q1 2026 |
| Cascade Financial Partners, LLC$970M AUM | 0.02% | $205,296 | 6.7K | Q2 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $204,919 | 8.7K | Q1 2026 |
| Vines Capital Management, LLC$101M AUM | 0.20% | $202,170 | 8.5K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $201,500 | 8.5K | Q1 2026 |
| A4 Wealth Advisors LLC$122M AUM | 0.16% | $201,010 | 8.5K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $200,843 | 7.7K | Q3 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.05% | $187,317 | 7.9K | Q1 2026 |
| Wellington Shields Capital Management, LLC$666M AUM | 0.03% | $187,112 | 7.9K | Q1 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.05% | $186,440 | 7.9K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $183,849 | 7.8K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.04% | $180,495 | 7.6K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $176,546 | 7.4K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 0.11% | $169,455 | 6.5K | Q3 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.09% | $167,023 | 6.3K | Q4 2025OLDER |
| AREX Capital Management, LP$61M AUM | 0.27% | $165,830 | 7.0K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.06% | $152,151 | 6.4K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.07% | $147,612 | 6.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $140,576 | 5.9K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $131,000 | 5.5K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.07% | $130,000 | 5.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $124,061 | 5.2K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $123,283 | 5.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $121,910 | 5.1K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $117,125 | 4.9K | Q1 2026 |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.00% | $94,760 | 4.0K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $87,079 | 3.7K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $84,550 | 3.6K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $78,177 | 3.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $77,987 | 3.3K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.06% | $72,018 | 3.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $70,354 | 2.7K | Q4 2025OLDER |
| Investors Research Corp$523M AUM | 0.01% | $68,109 | 2.9K | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $67,807 | 2.9K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $67,404 | 2.2K | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $60,528 | 2.6K | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.06% | $60,228 | 2.5K | Q1 2026 |
| Security National Bank$838M AUM | 0.01% | $55,672 | 2.4K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $51,360 | 2.2K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.02% | $48,529 | 2.0K | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.01% | $47,380 | 2.0K | Q1 2026 |
| Titiun Yejiel$99M AUM | 0.05% | $47,380 | 2.0K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $47,001 | 2.0K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.03% | $46,053 | 1.9K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $45,674 | 1.9K | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.02% | $43,204 | 1.4K | Q2 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $42,927 | 1.8K | Q1 2026 |
| Fairman Group, LLC$117M AUM | 0.03% | $35,491 | 1.5K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $32,692 | 1.4K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.01% | $31,708 | 1.2K | Q4 2025OLDER |
| OSTERWEIS CAPITAL MANAGEMENT INC$1.9B AUM | 0.00% | $30,134 | 1.3K | Q1 2026 |
| BI Asset Management Fondsmaeglerselskab A/S$9.6B AUM | 0.00% | $30,000 | 1.3K | Q1 2026 |
| Point72 (DIFC) Ltd$1.5B AUM | 0.00% | $29,459 | 1.1K | Q3 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $29,073 | 945 | Q2 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.02% | $28,428 | 1.2K | Q1 2026 |
| CKW FINANCIAL GROUP$917M AUM | 0.00% | $26,000 | 1.0K | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $25,803 | 980 | Q1 2026 |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $24,460 | 1.0K | Q1 2026 |
| LM Advisors LLC$6M AUM | 0.38% | $23,988 | 587 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $23,690 | 1.0K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $21,064 | 889 | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.01% | $20,972 | 682 | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $20,309 | 779 | Q3 2025OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $18,952 | 800 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $18,450 | 600 | Q2 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $18,450 | 600 | Q2 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $16,424 | 630 | Q3 2025OLDER |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.01% | $16,180 | 500 | Q2 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $15,008 | 570 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.