COLUMBIA ETF TR I
CUSIP 19761L706
Columbia Etf Tr I has 174 institutional holders in Filings Flow’s 13F database, together reporting 96.25M shares worth $3.7B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Ameriprise Financial Inc, and Raymond James Financial Inc.
Institutional Holders
174
Q1 2026
Reported Value
$3.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Three Cord True Wealth Management, LLC$180M AUM | 14.42% | $26M | 665.8K | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 12.02% | $32M | 829.1K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 10.90% | $20M | 506.1K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 8.62% | $45M | 1.16M | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 7.60% | $39M | 1.03M | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 5.40% | $65M | 1.66M | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 4.33% | $18M | 460.8K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 3.74% | $34M | 862.3K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.65% | $6M | 145.3K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 3.55% | $7M | 190.5K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 3.43% | $89M | 2.29M | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 3.29% | $82M | 2.10M | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 2.44% | $8M | 207.7K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 2.42% | $4M | 111.7K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 2.37% | $13M | 337.0K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 2.34% | $4M | 93.2K | Q2 2026 |
| Scarborough Advisors, LLC$914M AUM | 2.30% | $21M | 538.2K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 1.97% | $2M | 55.7K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 1.97% | $20M | 487.0K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 1.90% | $7M | 174.8K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 1.71% | $10M | 236.5K | Q2 2026 |
| Brown Financial Advisors$264M AUM | 1.69% | $4M | 114.8K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 1.47% | $13M | 338.0K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 1.44% | $104M | 2.41M | Q2 2026 |
| Heck Capital Advisors, LLC$1.3B AUM | 1.24% | $17M | 429.9K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 1.19% | $38M | 972.3K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 1.08% | $5M | 128.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 1.06% | $27M | 701.2K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 1.02% | $5M | 108.5K | Q2 2026 |
| Bensler, LLC$969M AUM | 0.99% | $10M | 245.3K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.92% | $16M | 422.2K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.84% | $21M | 530.9K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.83% | $4M | 94.5K | Q2 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.82% | $1M | 34.2K | Q3 2025OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.82% | $3M | 66.8K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.76% | $1M | 36.5K | Q1 2026OLDER |
| Cedrus Wealth Group LLC$108M AUM | 0.75% | $816,269 | 20.0K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.73% | $2M | 50.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.69% | $61M | 1.57M | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.66% | $18M | 455.6K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.62% | $870,466 | 22.3K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.55% | $2M | 59.5K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.54% | $656,618 | 16.8K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 0.53% | $924,795 | 23.7K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.52% | $1M | 33.3K | Q2 2026 |
| Pines Wealth Management, LLC$309M AUM | 0.52% | $2M | 41.2K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.51% | $791,124 | 20.3K | Q1 2026OLDER |
| SMITH SHELLNUT WILSON LLC /ADV$260M AUM | 0.51% | $1M | 32.8K | Q3 2025OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 0.46% | $1M | 27.5K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.44% | $9M | 243.6K | Q2 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.43% | $3M | 68.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.37% | $5M | 112.6K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.37% | $3M | 64.5K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.34% | $954,320 | 24.5K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 0.32% | $499,178 | 12.8K | Q1 2026OLDER |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.31% | $318,810 | 7.9K | Q4 2025OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.30% | $7M | 189.7K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.29% | $852,857 | 21.9K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.27% | $3M | 73.6K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.26% | $1M | 27.4K | Q4 2025OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.25% | $749,018 | 19.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.24% | $3M | 83.7K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.24% | $244,481 | 6.1K | Q3 2025OLDER |
| Oxinas Partners, LLC$254M AUM | 0.22% | $569,132 | 13.2K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.21% | $782M | 20.07M | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.20% | $3M | 73.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.20% | $5M | 136.8K | Q2 2026 |
| Keystone Financial Services, LLC$149M AUM | 0.20% | $301,267 | 7.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.20% | $16M | 417.6K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.19% | $783,654 | 20.1K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.19% | $2M | 46.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.18% | $127M | 3.26M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.17% | $118M | 3.04M | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.17% | $572,772 | 14.7K | Q1 2026OLDER |
| Dean, Jacobson Financial Services, LLC$163M AUM | 0.16% | $255,825 | 6.6K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.14% | $235,127 | 6.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.14% | $13M | 327.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.14% | $587M | 15.07M | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.14% | $414,591 | 10.6K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 0.12% | $234,245 | 6.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.12% | $7M | 187.7K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.12% | $214,110 | 5.5K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 0.11% | $364,327 | 9.3K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.11% | $427,883 | 11.0K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.10% | $239,557 | 5.9K | Q3 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.09% | $883,287 | 22.7K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.09% | $205,572 | 5.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.08% | $7M | 192.4K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.08% | $665,533 | 16.5K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.07% | $2M | 38.8K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.07% | $221M | 5.67M | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.07% | $201,901 | 4.7K | Q2 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.06% | $636,386 | 14.7K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $56M | 1.43M | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.06% | $2M | 50.4K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.06% | $204,200 | 5.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $15M | 372.9K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.05% | $103,506 | 2.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $19M | 477.8K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $961,360 | 24.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.05% | $10M | 223.9K | Q2 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.05% | $249,433 | 6.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $2M | 63.8K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.04% | $49,539 | 1.2K | Q4 2025OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.03% | $303,404 | 7.8K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.03% | $237,906 | 6.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 176.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $274,185 | 7.0K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $576,865 | 14.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $375,022 | 9.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 142.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $14M | 344.7K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.03% | $39,669 | 1.0K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $415,568 | 10.7K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $983,141 | 24.1K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 80.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $96M | 2.47M | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 85.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 33.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $580,437 | 14.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $220M | 5.65M | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $33M | 874.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $336,709 | 8.6K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $334,020 | 8.6K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $204,928 | 5.0K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $213M | 5.22M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $14M | 347.2K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.01% | $12,201 | 313 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $573,653 | 14.7K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.01% | $62,669 | 1.4K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $46M | 1.17M | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $200,566 | 4.9K | Q4 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $453,179 | 11.2K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $9M | 243.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $25,298 | 649 | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.01% | $10,758 | 276 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $57,846 | 1.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $284,671 | 7.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $382,576 | 9.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 26.2K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $16,294 | 418 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $33M | 848.9K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $105,449 | 2.6K | Q4 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $265,181 | 6.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 190.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $203,943 | 5.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $202,158 | 5.0K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $59,300 | 1.5K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 51.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $146,386 | 3.6K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $38,655 | 958 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 49.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $34M | 895.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $284,458 | 7.0K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $255,397 | 6.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $531,429 | 13.6K | Q2 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $298,977 | 7.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 28.2K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $55,685 | 1.4K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $510,053 | 13.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $269,625 | 6.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 119.1K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 36.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $35,862 | 920 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $237,322 | 5.8K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $4,415 | 102 | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $519,720 | 13.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $311,645 | 8.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $164,778 | 4.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $1,182 | 30 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,080 | 79 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $438,648 | 11.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 48.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $55,235 | 1.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $35,862 | 920 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 42.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $300,224 | 7.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,588 | 106 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,444 | 114 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $195 | 5 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,952 | 152 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $12,941 | 332 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $245,457 | 6.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $31,488 | 771 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $204,275 | 5.0K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $480,061 | 12.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $13,147 | 337 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $88,874 | 2.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $29,547 | 758 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,561 | 117 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3,586 | 92 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.