DBX ETF TR
CUSIP 233051200
Dbx Etf Tr has 431 institutional holders in Filings Flow’s 13F database, together reporting 122.74M shares worth $5.9B as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Ameriprise Financial Inc, and Northwestern Mutual Wealth Management Co.
Institutional Holders
431
Q1 2026
Reported Value
$5.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Williams Financial, LLC$172M AUM | 17.48% | $17M | 365.0K | Q3 2025OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 12.24% | $75M | 1.53M | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 11.72% | $46M | 924.4K | Q1 2026OLDER |
| Wealth Advisory Team LLC$113M AUM | 9.48% | $11M | 223.0K | Q4 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 8.38% | $27M | 490.0K | Q2 2026 |
| O'Brien Wealth Partners LLC$756M AUM | 7.63% | $58M | 1.20M | Q4 2025OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 7.57% | $74M | 1.50M | Q1 2026OLDER |
| Capital Developers, LLC$111M AUM | 7.28% | $8M | 163.6K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 6.85% | $35M | 716.0K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 6.80% | $28M | 556.9K | Q1 2026OLDER |
| Whitaker-Myers Wealth Managers, LTD.$599M AUM | 6.48% | $39M | 709.8K | Q2 2026 |
| Financial Insights, Inc.$309M AUM | 6.35% | $20M | 396.7K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 6.23% | $9M | 182.1K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 5.96% | $9M | 179.2K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 5.70% | $6M | 126.9K | Q1 2026OLDER |
| Blankinship & Foster, LLC$452M AUM | 5.70% | $26M | 521.6K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 5.41% | $27M | 556.2K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 5.21% | $6M | 125.0K | Q2 2026 |
| Wellington Grp LLC$300M AUM | 4.37% | $13M | 272.9K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 4.36% | $19M | 353.9K | Q2 2026 |
| Carter Financial Group, INC.$162M AUM | 4.23% | $7M | 138.4K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 4.20% | $21M | 433.0K | Q1 2026OLDER |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 4.06% | $16M | 314.8K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 3.65% | $5M | 110.2K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 3.31% | $6M | 145.0K | Q3 2025OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 3.25% | $5M | 96.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 3.22% | $38M | 763.5K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 3.08% | $4M | 89.2K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 2.93% | $7M | 149.6K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 2.92% | $6M | 115.2K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 2.58% | $9M | 188.9K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 2.57% | $4M | 78.3K | Q2 2026 |
| Wagner Wealth Management, Corp$111M AUM | 2.44% | $3M | 55.1K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 2.43% | $4M | 73.4K | Q1 2026OLDER |
| Oath Planning, LLC$113M AUM | 2.24% | $3M | 51.1K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 2.12% | $5M | 92.4K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 1.96% | $11M | 219.8K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 1.94% | $6M | 130.1K | Q1 2026OLDER |
| Chesapeake Wealth Management$326M AUM | 1.73% | $6M | 113.8K | Q1 2026OLDER |
| Integrated Capital Management, LLC$237M AUM | 1.71% | $4M | 82.3K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 1.60% | $4M | 78.5K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 1.59% | $3M | 68.7K | Q1 2026OLDER |
| Chris Bulman Inc$228M AUM | 1.58% | $4M | 73.0K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 1.54% | $11M | 216.3K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 1.49% | $13M | 256.5K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 1.37% | $4M | 77.8K | Q4 2025OLDER |
| Next Level Private LLC$511M AUM | 1.32% | $7M | 122.9K | Q2 2026 |
| Investors Research Corp$523M AUM | 1.24% | $7M | 131.8K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 1.24% | $5M | 98.4K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 1.23% | $2M | 32.7K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 1.20% | $5M | 89.4K | Q2 2026 |
| Illumine Investment Management, LLC$130M AUM | 1.18% | $2M | 31.2K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 1.16% | $74M | 1.50M | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 1.11% | $2M | 30.9K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.11% | $11M | 227.8K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 1.04% | $3M | 60.5K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.98% | $13M | 270.5K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.98% | $13M | 271.8K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.96% | $13M | 272.5K | Q1 2026OLDER |
| Hillcrest Wealth Advisors - NY, LLC$247M AUM | 0.90% | $2M | 45.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.85% | $45M | 816.6K | Q2 2026 |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.80% | $2M | 31.1K | Q1 2026OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.77% | $2M | 43.2K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.76% | $2M | 33.8K | Q2 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.75% | $3M | 64.1K | Q3 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.70% | $7M | 134.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.70% | $113M | 2.29M | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.63% | $2M | 31.2K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.63% | $7M | 146.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.62% | $7M | 136.2K | Q2 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.57% | $1M | 22.9K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.55% | $5M | 103.7K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.51% | $790,696 | 16.0K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.49% | $499,812 | 10.1K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.47% | $3M | 57.8K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.45% | $2M | 33.7K | Q1 2026OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.44% | $540,622 | 10.9K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.40% | $1M | 24.9K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.38% | $1M | 28.1K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.37% | $1M | 25.7K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.37% | $3M | 67.9K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.37% | $10M | 199.8K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.37% | $5M | 84.2K | Q2 2026 |
| BCS Wealth Management$490M AUM | 0.37% | $2M | 36.5K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.35% | $2M | 32.8K | Q1 2026OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.35% | $1M | 21.2K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.33% | $3M | 54.4K | Q2 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.33% | $18M | 354.8K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.32% | $571,953 | 11.6K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.30% | $615,420 | 12.5K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.28% | $295,559 | 6.0K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 0.28% | $644,176 | 13.0K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$367M AUM | 0.28% | $1M | 18.8K | Q2 2026 |
| Precision Wealth Strategies, LLC$301M AUM | 0.28% | $830,669 | 16.8K | Q1 2026OLDER |
| Powerhouse Assets LLC$115M AUM | 0.28% | $316,160 | 6.4K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 0.27% | $559,060 | 11.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.27% | $6M | 123.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.26% | $182M | 3.69M | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.26% | $3M | 54.8K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.25% | $687,648 | 13.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.25% | $47M | 954.1K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 0.25% | $740,082 | 15.0K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 0.25% | $339,694 | 6.9K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 0.24% | $637,545 | 12.9K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.24% | $705,547 | 14.3K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.23% | $9M | 179.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.23% | $5M | 103.9K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.23% | $374M | 7.57M | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.22% | $3M | 63.4K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.22% | $275,010 | 5.6K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 0.21% | $1M | 30.3K | Q1 2026OLDER |
| Impact Investors, Inc$144M AUM | 0.21% | $302,229 | 6.1K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.21% | $1M | 21.4K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.20% | $1M | 25.5K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.20% | $383,000 | 7.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.20% | $10M | 202.3K | Q1 2026OLDER |
| Carson Advisory Inc.$193M AUM | 0.20% | $378,750 | 7.7K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 0.20% | $390,458 | 7.9K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.20% | $1M | 28.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.19% | $12M | 240.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.19% | $48M | 987.9K | Q4 2025OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.18% | $1M | 28.8K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.18% | $1M | 23.7K | Q3 2025OLDER |
| Fortitude Financial, LLC$111M AUM | 0.17% | $320,853 | 6.5K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.17% | $3M | 56.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.17% | $468,708 | 9.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.17% | $714M | 14.44M | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.16% | $928,571 | 19.3K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.16% | $456,357 | 9.2K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.16% | $884,162 | 19.0K | Q3 2025OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.16% | $930,251 | 18.8K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.15% | $1M | 21.7K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.15% | $576,909 | 11.7K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.15% | $3M | 66.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.15% | $14M | 276.1K | Q1 2026OLDER |
| WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM | 0.15% | $2M | 28.5K | Q2 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.15% | $270,218 | 5.5K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.14% | $2M | 37.6K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.14% | $215,962 | 4.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.13% | $5M | 87.2K | Q2 2026 |
| Advisor Resource Council$309M AUM | 0.13% | $378,243 | 7.9K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.13% | $5M | 101.7K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.13% | $439,353 | 8.9K | Q1 2026OLDER |
| Clarity Capital Advisors, LLC$215M AUM | 0.13% | $281,993 | 5.7K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.13% | $2M | 49.8K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.13% | $2M | 32.2K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 0.13% | $308,305 | 6.2K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.12% | $173,543 | 3.5K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.12% | $484,229 | 9.8K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.12% | $317,996 | 6.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.12% | $11M | 217.2K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.12% | $708,841 | 14.3K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.12% | $966,255 | 19.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.12% | $5M | 103.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.12% | $58M | 1.17M | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.12% | $403,580 | 8.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.12% | $1.0B | 20.71M | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.12% | $1M | 25.9K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.11% | $1,872 | 38.9K | Q4 2025OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.11% | $207,480 | 4.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.11% | $3M | 53.7K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.11% | $738,925 | 15.0K | Q1 2026OLDER |
| Auxano Advisors, LLC$501M AUM | 0.11% | $540,930 | 10.9K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.11% | $296,400 | 6.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.11% | $2M | 35.0K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.10% | $270,465 | 5.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.10% | $14M | 276.4K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.10% | $9M | 176.6K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.10% | $263,598 | 5.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.10% | $1M | 28.8K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.10% | $596,851 | 12.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.10% | $3M | 52.8K | Q2 2026 |
| Vigilare Wealth Management$326M AUM | 0.10% | $322,863 | 5.9K | Q2 2026 |
| COMMERCE BANK$20.7B AUM | 0.10% | $20M | 409.9K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.10% | $788,194 | 14.2K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.09% | $5M | 105.3K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.09% | $312,751 | 6.3K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.09% | $207,131 | 4.5K | Q3 2025OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.09% | $749,506 | 15.6K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.09% | $10M | 194.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.09% | $87M | 1.75M | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.09% | $248,115 | 5.3K | Q3 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.09% | $5M | 87.4K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.09% | $4M | 76.0K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.09% | $377,861 | 7.6K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.09% | $11M | 227.1K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.09% | $803,244 | 16.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.08% | $46M | 927.4K | Q1 2026OLDER |
| Safeguard Investment Advisory Group, LLC$362M AUM | 0.08% | $297,780 | 6.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.08% | $4M | 80.0K | Q2 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.08% | $7M | 145.4K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $882,580 | 17.9K | Q1 2026OLDER |
| SHAYNE & JACOBS, LLC$337M AUM | 0.08% | $265,830 | 4.9K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.08% | $681,030 | 12.5K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.07% | $3M | 58.5K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $361,363 | 7.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.07% | $49M | 987.2K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.07% | $699,264 | 12.8K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.07% | $6M | 114.6K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.07% | $2M | 30.6K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.07% | $2M | 39.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.07% | $4M | 71.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.07% | $5M | 101.5K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.07% | $2M | 67.5K | Q2 2026 |
| Aspen Grove Capital, LLC$514M AUM | 0.07% | $335,673 | 6.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.06% | $2M | 47.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $14M | 277.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.06% | $2M | 40.8K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.06% | $326,247 | 7.0K | Q3 2025OLDER |
| Sageworth Trust Co$2.3B AUM | 0.06% | $1M | 29.3K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.06% | $586,329 | 11.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 73.0K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.06% | $280,584 | 5.9K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $211M | 4.26M | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.05% | $300,747 | 6.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $204M | 4.13M | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.05% | $36M | 725.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 43.7K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.05% | $336,649 | 6.8K | Q1 2026OLDER |
| Goodman Financial Corp$582M AUM | 0.05% | $296,647 | 6.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.05% | $2M | 30.1K | Q2 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.05% | $302,526 | 6.1K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.05% | $219,583 | 4.4K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.05% | $764,529 | 15.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $18M | 360.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $7M | 155.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $34M | 693.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.05% | $1M | 27.5K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.05% | $1M | 27.5K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 0.05% | $61,256 | 1.2K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.05% | $1M | 23.9K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.04% | $449,022 | 9.1K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.04% | $866,456 | 17.5K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $231,785 | 4.7K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.04% | $36M | 721.2K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $401,122 | 7.3K | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $29M | 590.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $127M | 2.57M | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.04% | $103,522 | 848 | Q3 2025OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.04% | $776,766 | 15.7K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 0.04% | $213,897 | 4.4K | Q4 2025OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.04% | $543,499 | 11.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $22M | 453.2K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.03% | $488,941 | 9.9K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.03% | $517,169 | 10.5K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $119,928 | 2.4K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.03% | $602,915 | 12.5K | Q4 2025OLDER |
| BITTERROOT CAPITAL ADVISORS LLC$165M AUM | 0.03% | $55,427 | 1.1K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.03% | $477,204 | 9.7K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.03% | $43,324 | 877 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $294,787 | 6.0K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.03% | $439,166 | 8.9K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $3M | 56.0K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $579,018 | 11.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 38.7K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $493,882 | 10.0K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $455,694 | 9.1K | Q4 2025OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.03% | $619,573 | 11.3K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $160M | 3.24M | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.03% | $560,258 | 11.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $769,438 | 15.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 106.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 25.1K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 20.8K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.03% | $2M | 35.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $30M | 607.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.03% | $127,943 | 2.3K | Q2 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.03% | $2M | 32.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $461,933 | 9.4K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.03% | $235,835 | 4.8K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.03% | $429,780 | 8.7K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 27.0K | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.02% | $445,934 | 9.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $1M | 24.5K | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.02% | $1M | 23.0K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.02% | $189,449 | 3.8K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.02% | $3M | 65.4K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 35.2K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.02% | $49,206 | 1.1K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $317M | 6.42M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $4M | 76.0K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.02% | $43M | 875.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $294,028 | 6.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $693,642 | 13.8K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $367M | 7.64M | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.02% | $59M | 1.19M | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $66,493 | 1.3K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $1M | 24.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 88.4K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $523,154 | 11.3K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $863,166 | 17.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $228,623 | 4.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $732,446 | 14.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $13M | 270.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $1M | 27.3K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.02% | $1M | 21.9K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $662,812 | 13.4K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.02% | $34,061 | 708 | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $903,057 | 18.3K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.02% | $76,274 | 1.5K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.02% | $408,143 | 8.3K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $305,775 | 6.2K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.02% | $456,057 | 9.1K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $441,982 | 8.9K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.02% | $257,917 | 5.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 25.5K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $16 | 340 | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $300,572 | 6.1K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $235,969 | 5.1K | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $977,178 | 19.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 59.3K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $166,725 | 3.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 51.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $738,616 | 15.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 21.2K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.01% | $203,366 | 4.4K | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.01% | $191,178 | 3.9K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $47,177 | 955 | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $220,126 | 4.5K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.01% | $267,011 | 5.5K | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 25.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $487,188 | 9.9K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $873,368 | 17.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 59.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $63M | 1.27M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $233,440 | 4.7K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.01% | $25,787 | 522 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $207,826 | 4.2K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $287,131 | 6.0K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $321,000 | 6.5K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $400,570 | 7.3K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $287,899 | 5.8K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.01% | $35,505 | 738 | Q4 2025OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $230,657 | 5.0K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $64M | 1.29M | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $52,759 | 1.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 160.6K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.01% | $44,196 | 809 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $504,724 | 10.5K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $7M | 148.5K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.01% | $92,377 | 1.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $814,706 | 16.5K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.01% | $214,321 | 4.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $216,116 | 4.0K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $166,296 | 3.5K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $164,547 | 3.3K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $242,789 | 4.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $408,949 | 8.3K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $259,350 | 5.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $15M | 312.8K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 31.3K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.01% | $11,187 | 241 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $79,213 | 1.6K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.01% | $14,860 | 272 | Q2 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $391,556 | 7.9K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.01% | $9,534 | 193 | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $252,198 | 5.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $15M | 310.6K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $520,725 | 10.5K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $392,517 | 7.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 71.6K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.01% | $66,492 | 1.3K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.01% | $29,987 | 646 | Q3 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $649,052 | 13.5K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 70.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $730,769 | 14.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 26.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $284,939 | 5.8K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $26,627 | 539 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $451,664 | 9.1K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.01% | $864,796 | 17.5K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $202,845 | 4.2K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 59.4K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $56,958 | 1.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $276,403 | 5.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 21.0K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $58,490 | 1.2K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $398,961 | 8.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $26,460 | 550 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $527,444 | 10.7K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $9,561 | 175 | Q2 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $21,885 | 443 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $351,185 | 7.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $546,562 | 11.1K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $39,040 | 841 | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $746,715 | 15.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 23.2K | Q2 2026 |
| Glenview Trust Co$6.4B AUM | 0.00% | $260,535 | 5.3K | Q1 2026OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $7,452 | 151 | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $295,812 | 6.0K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $209,950 | 4.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $122,364 | 2.5K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $288,941 | 5.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $167,713 | 3.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $122,967 | 2.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $37,148 | 680 | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 22.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 60.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 23.1K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $5,286 | 107 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $10,670 | 216 | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $10,374 | 210 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $60,763 | 1.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $16,351 | 331 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $219,781 | 4.4K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $24,255 | 491 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $221,954 | 4.5K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $22,082 | 447 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $490,641 | 9.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $355,384 | 7.2K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $444,600 | 9.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $203,366 | 4.4K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $271,551 | 5.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $63,298 | 1.3K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $417,780 | 9.0K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 310.1K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $15,056 | 313 | Q4 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $24,700 | 500 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 53.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $8,184 | 163 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $26,551 | 486 | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $442,031 | 8.9K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $7,757 | 142 | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $287,443 | 5.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $9M | 191.0K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $46,272 | 847 | Q2 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $5,928 | 120 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $432,437 | 8.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $320,780 | 6.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20M | 417.9K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $43,620 | 883 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 35.7K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $5,026 | 92 | Q2 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $8,820 | 190 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $171,319 | 3.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $515,018 | 10.7K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,335 | 108 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $3,804 | 77 | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $209,209 | 4.2K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $19,563 | 396 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $143,234 | 2.9K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $528,827 | 10.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $8,102 | 164 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $17,438 | 353 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,657 | 138 | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $1M | 25.1K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $4,248 | 86 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $12,350 | 250 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $8,757 | 182 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $19,636 | 423 | Q3 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $7,015 | 142 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $77,196 | 1.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $26,083 | 528 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $643,373 | 13.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $2M | 43.7K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $2,470 | 50 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 65.6K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $279 | 6 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,927 | 39 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $10,062 | 200 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $121,079 | 2.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $43,274 | 876 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $410,438 | 8.3K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $1,491 | 31 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $472,906 | 9.6K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $13,091 | 265 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $150,472 | 3.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,037 | 21 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $148 | 3 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $186 | 4 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $21,261 | 430 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $18,525 | 375 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $529,913 | 10.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $326,362 | 6.8K | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3,112 | 63 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $3,897 | 81 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.