BONDBLOXX ETF TRUST
CUSIP 09789C812
Bondbloxx Etf Trust has 184 institutional holders in Filings Flow’s 13F database, together reporting 19.48M shares worth $868M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Prime Capital Investment Advisors, LLC, and Gradient Investments LLC.
Institutional Holders
184
Q1 2026
Reported Value
$868M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Northland Capital Management LLC$183M AUM | 14.20% | $26M | 566.2K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 5.62% | $8M | 182.5K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 4.30% | $7M | 158.6K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 4.20% | $28M | 602.8K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 3.77% | $7M | 156.2K | Q2 2026 |
| Chatterton & Associates Inc.$143M AUM | 2.96% | $4M | 91.9K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 2.78% | $20M | 441.9K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 2.31% | $3M | 58.0K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 2.12% | $3M | 55.1K | Q2 2026 |
| One Wealth Advisors, LLC$803M AUM | 2.07% | $17M | 362.8K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 2.06% | $4M | 77.7K | Q2 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 1.88% | $2M | 43.8K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 1.78% | $9M | 191.4K | Q4 2025OLDER |
| TSA Wealth Managment LLC$309M AUM | 1.74% | $5M | 117.6K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 1.72% | $23M | 499.8K | Q4 2025OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 1.60% | $2M | 35.3K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 1.44% | $3M | 61.3K | Q2 2026 |
| THEORY FINANCIAL LLC$285M AUM | 1.43% | $4M | 89.0K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 1.30% | $2M | 44.3K | Q4 2025OLDER |
| M1 Capital Management LLC$217M AUM | 1.24% | $3M | 58.7K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 1.20% | $87M | 1.90M | Q2 2026 |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 1.11% | $2M | 43.0K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.08% | $2M | 33.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 1.05% | $91M | 1.99M | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 1.02% | $4M | 92.8K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.99% | $3M | 57.1K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.99% | $1M | 32.5K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.86% | $3M | 70.6K | Q1 2026OLDER |
| Range Financial Group LLC$298M AUM | 0.81% | $2M | 52.5K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.78% | $2M | 33.2K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 0.78% | $4M | 86.3K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.76% | $10M | 223.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.69% | $71M | 1.54M | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.67% | $1M | 26.8K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.64% | $5M | 109.9K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.63% | $2M | 35.6K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.60% | $615,964 | 13.2K | Q4 2025OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.59% | $2M | 40.9K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.55% | $929,032 | 20.3K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.54% | $5M | 107.1K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.53% | $778,267 | 17.0K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.53% | $19M | 407.5K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.52% | $3M | 58.4K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.51% | $6M | 129.7K | Q2 2026 |
| Apeiron RIA LLC$431M AUM | 0.48% | $2M | 44.8K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.43% | $3M | 55.6K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.42% | $906,194 | 19.8K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.40% | $2M | 41.2K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.39% | $1M | 23.0K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.38% | $1M | 23.1K | Q3 2025OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.36% | $2M | 33.7K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 0.34% | $371,940 | 8.1K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.34% | $2M | 38.0K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.34% | $736,420 | 16.1K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.31% | $1M | 31.1K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.31% | $350,221 | 7.7K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.30% | $4M | 91.1K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.30% | $1M | 27.2K | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.29% | $944,959 | 20.6K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.28% | $2M | 43.5K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 0.28% | $615,098 | 13.5K | Q2 2026 |
| XY Planning Network, Inc.$626M AUM | 0.27% | $2M | 37.3K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.27% | $1M | 26.3K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.27% | $6M | 120.9K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.27% | $568,802 | 12.4K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.26% | $602,474 | 13.1K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.25% | $428,837 | 9.4K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.25% | $344,163 | 7.6K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.25% | $4M | 96.7K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.24% | $352,234 | 7.7K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.24% | $3M | 74.3K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.22% | $609,755 | 13.3K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.22% | $300,245 | 6.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.21% | $979,150 | 21.5K | Q2 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.20% | $18M | 394.0K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.20% | $2M | 44.0K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.20% | $311,715 | 6.8K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.20% | $931,050 | 20.3K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.17% | $248,166 | 5.4K | Q2 2026 |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.16% | $2M | 37.0K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.14% | $878,555 | 19.3K | Q2 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.14% | $365,552 | 8.0K | Q2 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.14% | $535,569 | 11.7K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.14% | $1M | 32.3K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.14% | $355,874 | 7.8K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.14% | $6M | 124.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.13% | $5M | 114.8K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.13% | $297,952 | 6.5K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.13% | $1M | 30.3K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.13% | $1M | 22.8K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.13% | $259,492 | 5.7K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.12% | $223,982 | 4.8K | Q4 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.12% | $782,275 | 16.9K | Q4 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.11% | $2M | 35.9K | Q2 2026 |
| Legacy Capital Group California, Inc.$263M AUM | 0.11% | $286,396 | 6.2K | Q1 2026OLDER |
| Strait & Sound Wealth Management LLC$269M AUM | 0.09% | $247,805 | 5.4K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.09% | $1M | 30.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.08% | $294,788 | 6.4K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.08% | $1M | 23.7K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.08% | $628,452 | 13.7K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.08% | $205,361 | 4.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.07% | $5M | 102.9K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.07% | $258,798 | 5.5K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $1M | 24.9K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.06% | $495,105 | 10.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 64.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.06% | $12M | 251.3K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.06% | $488,545 | 10.6K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.06% | $601,867 | 13.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.06% | $2M | 40.7K | Q2 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.06% | $461,498 | 10.1K | Q2 2026 |
| PSI Advisors, LLC$418M AUM | 0.05% | $228,841 | 5.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 28.2K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.05% | $417,887 | 9.1K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.05% | $1M | 31.3K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $644,757 | 14.1K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $537,066 | 11.7K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.04% | $718,097 | 15.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $138M | 3.00M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $24M | 525.3K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $415,939 | 9.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.03% | $287,313 | 6.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $782,275 | 16.9K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $4M | 94.4K | Q2 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.03% | $93,726 | 2.0K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.03% | $93,726 | 2.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 37.2K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $104,295 | 2.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 60.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $535,785 | 11.7K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.02% | $35,633 | 777 | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $26,507 | 578 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 25.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $271,758 | 6.0K | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.02% | $299,237 | 6.5K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.02% | $335 | 7.2K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $5M | 106.3K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $632,203 | 13.8K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $501,915 | 10.9K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 33.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $850,316 | 18.4K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $618,575 | 13.5K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.01% | $201,861 | 4.3K | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 42.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 76.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 42.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $679,994 | 14.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 102.3K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.01% | $220,015 | 4.8K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 159.3K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.01% | $187,679 | 4.1K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.01% | $124,151 | 2.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 40.9K | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $253,331 | 5.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $534,773 | 11.7K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $6,466 | 141 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $76M | 1.66M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 25.6K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $8,222 | 179 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 59.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $796,726 | 17.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $152,026 | 3.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $94,806 | 2.1K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $37M | 815.1K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $11,511 | 251 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 27.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $418,053 | 9.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $297,451 | 6.5K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.00% | $6,512 | 142 | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $203,680 | 4.4K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $57,340 | 1.3K | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $8,127 | 178 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $596,776 | 13.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $50,125 | 1.1K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $43,170 | 934 | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $248,573 | 5.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $17,380 | 379 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 22.8K | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $16,917 | 366 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 51.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $70,074 | 1.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $44,938 | 980 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $338,255 | 7.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $352,388 | 7.7K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $6,237 | 136 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 67.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $2,155 | 47 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $2,359 | 52 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $221,370 | 4.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 32.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 41.2K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 24.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $643,000 | 14.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $33,787 | 731 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $63,837 | 1.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $786 | 17 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,201 | 48 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $140,607 | 3.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $33,687 | 728 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $6,382 | 139 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $183 | 4 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.