BLACKROCK ETF TRUST
CUSIP 09290C855
Blackrock Etf Trust has 300 institutional holders in Filings Flow’s 13F database, together reporting 100.71M shares worth $3.9B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Lpl Financial LLC, and Jpmorgan Chase & Co.
Institutional Holders
300
Q1 2026
Reported Value
$3.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Buttonwood Financial Group, LLC$163M AUM | 3.47% | $6M | 137.4K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 3.33% | $3M | 81.8K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 2.43% | $20M | 400.4K | Q2 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 2.38% | $3M | 69.9K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 2.36% | $3M | 61.3K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 2.26% | $7M | 131.6K | Q2 2026 |
| Keystone Financial Services$341M AUM | 2.19% | $7M | 181.5K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 2.11% | $19M | 462.8K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 2.08% | $51M | 1.25M | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 2.06% | $3M | 63.8K | Q2 2026 |
| Town Capital LLC$124M AUM | 2.01% | $2M | 60.4K | Q2 2026 |
| A4 Wealth Advisors LLC$122M AUM | 1.96% | $2M | 58.3K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 1.95% | $6M | 154.1K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 1.82% | $2M | 44.7K | Q1 2026OLDER |
| Kelly Financial Services LLC$467M AUM | 1.76% | $8M | 163.3K | Q2 2026 |
| SWMG, LLC$350M AUM | 1.73% | $6M | 147.4K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 1.73% | $3M | 81.6K | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 1.70% | $3M | 72.9K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 1.70% | $12M | 263.7K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 1.66% | $3M | 68.4K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 1.65% | $4M | 89.4K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 1.61% | $4M | 109.0K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.50% | $3M | 71.8K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 1.50% | $9M | 185.8K | Q2 2026 |
| TSA Wealth Managment LLC$309M AUM | 1.41% | $4M | 106.5K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 1.40% | $2M | 36.6K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.39% | $13M | 309.6K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 1.38% | $6M | 146.7K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 1.36% | $8M | 194.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 1.35% | $21M | 442.2K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 1.29% | $3M | 57.3K | Q2 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.28% | $3M | 62.9K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 1.20% | $2M | 39.0K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.20% | $1M | 34.8K | Q2 2026 |
| BCGM Wealth Management, LLC$398M AUM | 1.19% | $5M | 115.5K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 1.18% | $4M | 90.8K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.17% | $5M | 110.0K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 1.13% | $1M | 33.0K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.11% | $9M | 216.1K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 1.10% | $2M | 41.5K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.10% | $2M | 41.4K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 1.09% | $7M | 168.5K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.08% | $2M | 37.8K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 1.05% | $2M | 40.7K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 1.01% | $1M | 31.9K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 1.01% | $1M | 25.6K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.98% | $2M | 35.4K | Q2 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.91% | $6M | 157.2K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.88% | $9M | 214.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.85% | $3M | 82.5K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 0.81% | $2M | 48.6K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.76% | $3M | 64.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.75% | $136M | 3.30M | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.75% | $8M | 184.6K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.74% | $1M | 26.5K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.72% | $1M | 34.5K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.72% | $6M | 139.1K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.67% | $19M | 470.5K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.66% | $3M | 82.6K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.64% | $2M | 44.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.59% | $60M | 1.46M | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.58% | $819,024 | 19.9K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.55% | $2M | 44.8K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.55% | $830,259 | 20.2K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.55% | $2M | 40.3K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.55% | $2M | 43.6K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.54% | $1M | 36.1K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.53% | $5M | 114.9K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.52% | $3M | 56.8K | Q2 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.52% | $1M | 32.1K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.50% | $867,271 | 17.2K | Q2 2026 |
| BCU Wealth Advisors, LLC$301M AUM | 0.47% | $1M | 28.4K | Q2 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.46% | $5M | 115.8K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.44% | $4M | 96.3K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.43% | $1M | 33.7K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.43% | $688,375 | 16.8K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.43% | $405,261 | 9.9K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.42% | $3M | 66.3K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.42% | $761,335 | 18.5K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.41% | $4M | 85.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.41% | $1.5B | 37.73M | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.41% | $5M | 94.3K | Q2 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.40% | $2M | 53.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.40% | $17M | 419.8K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.38% | $965,896 | 23.5K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.38% | $2M | 46.2K | Q2 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.38% | $714,217 | 15.2K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.37% | $1M | 33.8K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.37% | $1M | 28.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.36% | $139M | 3.38M | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.35% | $3M | 68.5K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.34% | $3M | 53.3K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.34% | $13M | 262.9K | Q2 2026 |
| Trek Financial, LLC$1.9B AUM | 0.34% | $6M | 157.2K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.34% | $511,238 | 12.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.34% | $4M | 92.4K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.33% | $640,783 | 15.6K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.32% | $6M | 135.9K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.32% | $500,952 | 12.2K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.32% | $534,031 | 13.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.30% | $108M | 2.63M | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.29% | $3M | 63.5K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.28% | $825,760 | 20.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.28% | $3M | 56.3K | Q2 2026 |
| Asempa Wealth Advisors$115M AUM | 0.27% | $315,646 | 7.6K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.26% | $353,071 | 7.0K | Q2 2026 |
| GatePass Capital, LLC$214M AUM | 0.26% | $553,653 | 13.5K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.24% | $707,309 | 17.2K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.24% | $426,778 | 10.4K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.24% | $6M | 148.0K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.24% | $538,591 | 13.1K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.23% | $2M | 50.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.23% | $21M | 503.6K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.23% | $1M | 28.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.22% | $35M | 864.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.22% | $40M | 980.2K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.22% | $905,963 | 18.0K | Q2 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.21% | $757,229 | 18.4K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.21% | $303,034 | 6.0K | Q2 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.20% | $397,871 | 9.7K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.20% | $2M | 39.2K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.19% | $246,442 | 6.0K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.18% | $372,948 | 9.1K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.18% | $1M | 26.0K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.18% | $821,535 | 16.3K | Q2 2026 |
| Key Capital Management, INC$151M AUM | 0.18% | $266,644 | 6.5K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.17% | $320,761 | 7.8K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.16% | $313,904 | 7.6K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.16% | $503,191 | 10.2K | Q2 2026 |
| VestGen Investment Management$181M AUM | 0.16% | $281,795 | 6.9K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.15% | $426,572 | 10.4K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.15% | $472,519 | 11.5K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.15% | $232,235 | 5.7K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.15% | $745,778 | 14.8K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.15% | $2M | 51.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.15% | $40M | 980.5K | Q2 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.14% | $2M | 58.2K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.13% | $577,304 | 14.1K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.13% | $2M | 55.6K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.13% | $400,491 | 8.0K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 0.12% | $185,531 | 3.7K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.12% | $711,570 | 17.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.12% | $462M | 11.25M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.12% | $4M | 78.0K | Q2 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.12% | $682,237 | 16.6K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.12% | $4M | 89.1K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.11% | $6M | 137.3K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.11% | $502,374 | 12.2K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.11% | $533,698 | 13.0K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.11% | $382,212 | 9.3K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.11% | $493,592 | 9.8K | Q2 2026 |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.11% | $406,939 | 8.1K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.11% | $6M | 113.4K | Q2 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.11% | $20M | 475.5K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.10% | $3M | 74.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.10% | $1M | 31.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.10% | $1M | 35.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.10% | $4M | 75.9K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.10% | $429,529 | 10.5K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.10% | $6M | 135.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.09% | $5M | 127.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 155.7K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.09% | $569,546 | 13.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.09% | $10M | 254.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $81M | 1.96M | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.09% | $340,264 | 8.3K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.09% | $220,451 | 5.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.08% | $250,959 | 6.1K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.08% | $230,440 | 5.6K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.08% | $2M | 44.1K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.08% | $275,923 | 6.7K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.08% | $2M | 37.9K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.08% | $311,488 | 6.2K | Q2 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.08% | $1M | 24.3K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.08% | $2M | 41.9K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.07% | $305,527 | 7.4K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.07% | $3M | 73.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 66.7K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.07% | $4M | 103.1K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.06% | $1M | 25.6K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 132.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.06% | $2M | 38.9K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $1M | 34.9K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.06% | $359,120 | 8.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.05% | $5M | 116.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $3M | 65.7K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $328,040 | 7.9K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.05% | $230,593 | 5.6K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.05% | $569,789 | 13.9K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.05% | $367,692 | 9.0K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.05% | $370,156 | 8.4K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.05% | $366,173 | 8.9K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.05% | $565,643 | 13.8K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.04% | $229,879 | 5.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 51.7K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $753,831 | 18.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.04% | $761,253 | 18.5K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.04% | $125,974 | 3.1K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 32.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 105.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.04% | $2M | 40.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $548,199 | 13.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 66.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.04% | $40,321 | 982 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 78.3K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $592,255 | 14.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $25M | 598.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $2M | 38.7K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.03% | $293,333 | 7.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.03% | $2M | 47.8K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.03% | $212,982 | 4.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 93.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 37.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $20M | 479.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $6M | 136.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 51.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $29M | 704.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $3M | 81.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 86.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $294,811 | 7.2K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 51.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $428,009 | 10.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $17M | 424.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $437,869 | 10.7K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $349,010 | 8.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $775,254 | 18.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $17M | 411.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 32.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $592,953 | 14.9K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.02% | $65,127 | 1.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $65,127 | 1.6K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $207,978 | 4.1K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 81.7K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $69,885 | 1.7K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $721,096 | 17.6K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 32.9K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $440,903 | 10.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $398,028 | 9.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $311,563 | 7.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $73M | 1.79M | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $661,356 | 16.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $207M | 5.23M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $285,790 | 7.0K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.01% | $337,431 | 8.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 140.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $22,091 | 538 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 57.2K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $228,376 | 5.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 120.8K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $271,120 | 6.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 58.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $269,313 | 6.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $293,538 | 7.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $499,497 | 12.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $248,979 | 4.9K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $649,733 | 15.8K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $16,958 | 413 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $183,210 | 4.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $58,429 | 1.4K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $422,590 | 10.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $253,176 | 6.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $247,581 | 5.8K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $440,984 | 10.7K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $13,591 | 331 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $313,904 | 7.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $111,437 | 2.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $55,513 | 1.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $578,701 | 11.5K | Q2 2026 |
| Networth Advisors, LLC$141M AUM | 0.00% | $3,983 | 97 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 43.3K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $44,080 | 875 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $153M | 3.72M | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 46.9K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $32,520 | 792 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 267.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 26.1K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $22,314 | 443 | Q2 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $4,968 | 121 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 24.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $582,395 | 14.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,748 | 140 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $1,068 | 26 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,505 | 61 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $5,215 | 127 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $662,051 | 16.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $231,250 | 5.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $33,546 | 817 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 25.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,807 | 44 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $1,397 | 34 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $656 | 16 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $38,162 | 950 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $116,323 | 2.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $177,899 | 4.2K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $2,464 | 60 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $18,272 | 445 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $29,522 | 719 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $27,510 | 670 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.