DIMENSIONAL ETF TRUST
CUSIP 25434V666
Dimensional Etf Trust has 366 institutional holders in Filings Flow’s 13F database, together reporting 134.86M shares worth $4.8B as of Q1 2026. The largest reported holders are Savant Capital, LLC, Corient Private Wealth LLC, and Coldstream Capital Management Inc.
Institutional Holders
366
Q1 2026
Reported Value
$4.8B
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 |
|---|---|---|---|---|
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 15.80% | $24M | 667.2K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 14.18% | $28M | 781.8K | Q1 2026OLDER |
| Tumwater Wealth Management, LLC$249M AUM | 12.85% | $32M | 894.9K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 12.06% | $33M | 931.6K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 10.95% | $107M | 3.00M | Q1 2026OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 10.09% | $28M | 791.4K | Q1 2026OLDER |
| Team Hewins, LLC$337M AUM | 10.02% | $34M | 944.4K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 8.60% | $32M | 908.2K | Q1 2026OLDER |
| Tilson Financial Group, Inc.$333M AUM | 8.37% | $28M | 781.3K | Q1 2026OLDER |
| Golden Bell Financial Planning LLC$125M AUM | 7.84% | $10M | 275.4K | Q1 2026OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 7.82% | $34M | 913.7K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 7.63% | $11M | 291.1K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 6.96% | $41M | 1.14M | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 6.94% | $64M | 1.80M | Q1 2026OLDER |
| Summit Financial Strategies, Inc.$1.3B AUM | 6.78% | $86M | 2.41M | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 6.46% | $15M | 427.0K | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 6.25% | $11M | 299.6K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 5.62% | $13M | 367.1K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 5.30% | $20M | 554.4K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 5.20% | $21M | 599.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 5.19% | $112M | 3.14M | Q1 2026OLDER |
| Disciplined Investments, LLC$279M AUM | 5.10% | $14M | 397.6K | Q1 2026OLDER |
| Trinity Financial Advisors LLC$389M AUM | 4.79% | $19M | 471.0K | Q2 2026 |
| Mustard Seed Financial, LLC$167M AUM | 4.77% | $8M | 222.8K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 4.65% | $41M | 1.03M | Q2 2026 |
| WPWealth LLP$654M AUM | 4.51% | $29M | 825.7K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 4.44% | $8M | 229.0K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 4.21% | $158M | 4.00M | Q2 2026 |
| McCartney Wealth Management LLC$119M AUM | 4.09% | $5M | 135.9K | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 4.08% | $13M | 363.2K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 4.07% | $12M | 351.2K | Q4 2025OLDER |
| First Financial Group Corp$122M AUM | 3.99% | $5M | 137.0K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 3.99% | $9M | 238.6K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 3.97% | $22M | 617.6K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 3.96% | $36M | 1.01M | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 3.79% | $15M | 422.0K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 3.74% | $53M | 1.48M | Q1 2026OLDER |
| Sterling Wealth Management, Inc.$364M AUM | 3.73% | $14M | 380.1K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 3.68% | $6M | 154.7K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 3.66% | $50M | 1.41M | Q1 2026OLDER |
| VeraBank, N.A.$546M AUM | 3.62% | $20M | 554.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 3.56% | $736M | 20.62M | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 3.51% | $10M | 304.9K | Q1 2026OLDER |
| DBK Financial Counsel, LLC$132M AUM | 3.49% | $5M | 129.2K | Q2 2026 |
| BOS Asset Management, LLC$392M AUM | 3.48% | $14M | 381.4K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 3.44% | $25M | 691.2K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 3.19% | $5M | 141.7K | Q1 2026OLDER |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$112M AUM | 3.12% | $4M | 98.2K | Q1 2026OLDER |
| Cordant, Inc.$246M AUM | 3.04% | $7M | 209.4K | Q1 2026OLDER |
| Johnson Wealth Management, LLC$207M AUM | 3.01% | $6M | 174.7K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 2.96% | $15M | 427.3K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 2.88% | $5M | 149.5K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 2.86% | $128M | 3.59M | Q1 2026OLDER |
| West Financial Advisors, LLC$659M AUM | 2.83% | $19M | 471.4K | Q2 2026 |
| SB Capital Management Inc$273M AUM | 2.81% | $8M | 224.0K | Q4 2025OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 2.78% | $6M | 165.9K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 2.71% | $10M | 286.9K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 2.69% | $33M | 916.4K | Q1 2026OLDER |
| Level Financial Advisors$392M AUM | 2.65% | $10M | 290.6K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 2.54% | $15M | 432.2K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 2.43% | $6M | 154.4K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 2.39% | $9M | 260.2K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 2.39% | $27M | 762.2K | Q1 2026OLDER |
| VANCE WEALTH, LLC$346M AUM | 2.34% | $8M | 227.3K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 2.34% | $8M | 205.2K | Q2 2026 |
| Strategent Financial, LLC$147M AUM | 2.30% | $3M | 94.9K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 2.22% | $25M | 696.8K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 2.20% | $49M | 1.37M | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 2.15% | $4M | 111.5K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 2.11% | $30M | 843.2K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 2.10% | $5M | 139.6K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 2.02% | $164M | 4.59M | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 1.99% | $4M | 115.8K | Q1 2026OLDER |
| Wolfstich Capital, LLC$114M AUM | 1.99% | $2M | 64.9K | Q1 2026OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 1.96% | $6M | 161.8K | Q1 2026OLDER |
| Sprinkle Financial Consultants LLC$255M AUM | 1.93% | $5M | 124.5K | Q2 2026 |
| Mills Wealth Advisors LLC$318M AUM | 1.79% | $6M | 143.8K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 1.73% | $88M | 2.58M | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 1.71% | $14M | 382.4K | Q1 2026OLDER |
| Vannoy Advisory Group, Inc.$158M AUM | 1.61% | $3M | 71.4K | Q1 2026OLDER |
| Financial Harvest, LLC$170M AUM | 1.61% | $3M | 76.6K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.56% | $3M | 96.9K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 1.49% | $2M | 63.5K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 1.47% | $47M | 1.33M | Q1 2026OLDER |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 1.45% | $4M | 119.5K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 1.43% | $32M | 906.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 1.40% | $4M | 113.3K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 1.36% | $1M | 39.8K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 1.33% | $30M | 838.1K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 1.29% | $3M | 84.4K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 1.28% | $2M | 57.8K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 1.25% | $2M | 59.0K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 1.23% | $3M | 95.4K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 1.19% | $5M | 128.7K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 1.18% | $24M | 611.5K | Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 1.18% | $9M | 248.8K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 1.15% | $21M | 601.1K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 1.12% | $6M | 174.6K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 1.12% | $1M | 35.0K | Q2 2026 |
| Vantage Point Financial LLC$285M AUM | 1.07% | $3M | 85.6K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 1.04% | $5M | 130.1K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 1.00% | $11M | 295.2K | Q1 2026OLDER |
| CLG LLC$403M AUM | 1.00% | $4M | 112.7K | Q1 2026OLDER |
| Porter White Investment Advisors, Inc.$250M AUM | 0.95% | $2M | 66.6K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.89% | $6M | 168.9K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.89% | $4M | 110.0K | Q2 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.87% | $4M | 104.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.87% | $61M | 1.54M | Q2 2026 |
| Summit Wealth Group, LLC$436M AUM | 0.84% | $4M | 102.1K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 0.83% | $3M | 77.8K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.82% | $822,616 | 23.0K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.81% | $940,132 | 26.3K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.80% | $10M | 284.8K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.78% | $4M | 118.0K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.78% | $3M | 84.2K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.78% | $2M | 63.5K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.76% | $3M | 91.7K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.73% | $3M | 93.6K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.73% | $3M | 80.6K | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.70% | $2M | 42.4K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.68% | $7M | 202.1K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.67% | $808,796 | 22.6K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.66% | $893,858 | 25.0K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.65% | $1M | 32.0K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.65% | $846,644 | 23.7K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.64% | $11M | 312.6K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.64% | $1M | 28.4K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 0.62% | $1M | 30.2K | Q1 2026OLDER |
| Disciplined Equity Management, Inc.$199M AUM | 0.61% | $1M | 34.0K | Q1 2026OLDER |
| Ponta Wealth Partners, LLC$124M AUM | 0.57% | $707,308 | 19.8K | Q1 2026OLDER |
| L.K. Benson & Company, P.C.$302M AUM | 0.57% | $2M | 48.1K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.56% | $11M | 294.7K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 0.52% | $554,112 | 15.5K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.52% | $6M | 164.2K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.51% | $2M | 65.8K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 0.51% | $2M | 52.7K | Q4 2025OLDER |
| PCA Investment Advisory Services Inc.$300M AUM | 0.50% | $2M | 42.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.49% | $100M | 2.79M | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.48% | $667,956 | 18.7K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 0.47% | $1M | 32.2K | Q2 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.45% | $11M | 311.1K | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.44% | $44M | 1.24M | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.41% | $78M | 2.19M | Q1 2026OLDER |
| Momentous Wealth Management, Inc.$175M AUM | 0.40% | $707,313 | 19.8K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.40% | $3M | 67.4K | Q2 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.40% | $1M | 32.8K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.40% | $1M | 31.3K | Q1 2026OLDER |
| Pacific Asset Management, LLC$179M AUM | 0.39% | $705,396 | 19.8K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.38% | $852,377 | 25.9K | Q3 2025OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.37% | $790,834 | 22.1K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.36% | $13M | 372.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.36% | $91M | 2.55M | Q1 2026OLDER |
| Drucker Wealth 3.0, LLC$573M AUM | 0.36% | $2M | 57.1K | Q1 2026OLDER |
| AIRE ADVISORS, LLC$547M AUM | 0.35% | $2M | 54.3K | Q1 2026OLDER |
| Twin Cities Retirement Group LLC$117M AUM | 0.35% | $411,255 | 10.4K | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.35% | $242M | 6.77M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.33% | $33M | 936.8K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.32% | $1M | 33.6K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.31% | $1M | 41.3K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.31% | $2M | 58.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.31% | $14M | 373.7K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.31% | $660,635 | 18.5K | Q1 2026OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.31% | $2M | 62.7K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.30% | $2M | 57.6K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.30% | $516,676 | 14.5K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 0.30% | $1M | 28.4K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.29% | $512,264 | 14.3K | Q1 2026OLDER |
| TrustWell Financial Advisors, LLC$106M AUM | 0.29% | $307,427 | 8.6K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 0.28% | $475,721 | 10.9K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.28% | $6M | 160.6K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.28% | $519,585 | 14.6K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.28% | $325,392 | 9.1K | Q1 2026OLDER |
| Prosperity Advisers, LLC$120M AUM | 0.27% | $320,857 | 9.0K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.27% | $4M | 106.5K | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 0.26% | $312,077 | 8.7K | Q1 2026OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.26% | $553,189 | 15.5K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.25% | $1M | 28.9K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$169M AUM | 0.25% | $414,879 | 11.6K | Q1 2026OLDER |
| Parkshore Wealth Management, Inc.$299M AUM | 0.23% | $678,100 | 19.0K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.22% | $5M | 153.7K | Q1 2026OLDER |
| Cannon Financial Strategists, Inc.$761M AUM | 0.22% | $2M | 46.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.22% | $12M | 331.9K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.22% | $415,414 | 11.6K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.21% | $588,453 | 16.5K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.21% | $402,268 | 12.2K | Q3 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.20% | $4M | 107.5K | Q1 2026OLDER |
| My Personal CFO, LLC$228M AUM | 0.19% | $491,065 | 14.9K | Q3 2025OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 0.19% | $533,007 | 14.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.18% | $6M | 158.2K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.18% | $803,904 | 22.5K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.18% | $1M | 33.6K | Q1 2026OLDER |
| Mullaney, Keating & Wright, Inc.$184M AUM | 0.18% | $325,053 | 9.1K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.17% | $19M | 532.2K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.17% | $2M | 62.7K | Q1 2026OLDER |
| Lauer Wealth, LLC$126M AUM | 0.17% | $211,543 | 5.8K | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.17% | $570,552 | 14.4K | Q2 2026 |
| Sensible Money, LLC$329M AUM | 0.16% | $527,450 | 14.8K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.16% | $8M | 233.5K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.16% | $565,039 | 15.1K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.16% | $573,253 | 16.1K | Q1 2026OLDER |
| Haven Private, LLC$230M AUM | 0.15% | $353,350 | 9.9K | Q1 2026OLDER |
| SECURITY NATIONAL BANK OF SO DAK$207M AUM | 0.15% | $308,713 | 8.6K | Q1 2026OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.14% | $352,815 | 9.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.14% | $131M | 3.67M | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.14% | $609,752 | 17.1K | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 0.13% | $307,749 | 8.6K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.13% | $2M | 65.1K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.13% | $5M | 122.8K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.12% | $4M | 110.1K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.12% | $4M | 115.0K | Q4 2025OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.12% | $1M | 36.2K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.11% | $243,578 | 6.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.11% | $77M | 2.17M | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.11% | $41M | 1.14M | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.11% | $689,774 | 19.3K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 0.11% | $236,186 | 6.9K | Q4 2025OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.10% | $2M | 69.0K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.10% | $1M | 28.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.10% | $4M | 101.6K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.10% | $616,499 | 17.3K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.10% | $173,479 | 4.9K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.10% | $2M | 49.7K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.10% | $386,795 | 10.8K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 0.09% | $440,033 | 12.3K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.09% | $1M | 33.1K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.09% | $4M | 123.3K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.09% | $546,107 | 16.6K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.08% | $77M | 2.16M | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.08% | $8M | 238.5K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 0.08% | $209,149 | 5.9K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.08% | $402,201 | 10.2K | Q2 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.08% | $345,407 | 9.6K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.08% | $965,401 | 27.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.08% | $4M | 102.9K | Q2 2026 |
| LPWM LLC$396M AUM | 0.08% | $303,821 | 8.5K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.08% | $329,780 | 9.2K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.08% | $6M | 176.9K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.08% | $253,362 | 7.1K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.07% | $390,525 | 10.9K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.07% | $1M | 30.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.07% | $614,272 | 15.5K | Q2 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.07% | $6M | 163.9K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.06% | $353,993 | 9.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.06% | $8M | 225.1K | Q1 2026OLDER |
| Pioneer Wealth Management Group$414M AUM | 0.06% | $248,153 | 6.3K | Q2 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.06% | $198,794 | 5.8K | Q4 2025OLDER |
| Wealth Management Nebraska$987M AUM | 0.06% | $578,288 | 16.2K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.06% | $2M | 47.0K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.06% | $716,922 | 20.1K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.06% | $575,940 | 14.6K | Q2 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.06% | $390,868 | 10.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.06% | $4M | 117.7K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.06% | $224,180 | 6.6K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.06% | $534,257 | 15.0K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.06% | $671,598 | 18.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 163.4K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.06% | $344,913 | 9.7K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $1M | 32.7K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $13M | 356.3K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.05% | $260,976 | 7.3K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.05% | $128,253 | 3.7K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.05% | $25M | 686.2K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.05% | $344,705 | 9.7K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.05% | $871,967 | 24.4K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.05% | $603,795 | 15.3K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.05% | $41M | 1.14M | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.04% | $446,268 | 12.5K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.04% | $760,623 | 21.3K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.04% | $599,500 | 16.8K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.04% | $219,438 | 6.1K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.04% | $158,267 | 4.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $7M | 201.5K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.04% | $216,117 | 6.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.04% | $1M | 31.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.04% | $229,609 | 5.8K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.04% | $517,469 | 14.5K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.04% | $238,748 | 7.3K | Q3 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.03% | $301,927 | 8.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $238,864 | 6.7K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $3M | 80.4K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 34.9K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.03% | $477,594 | 12.8K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.03% | $16M | 441.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $388,746 | 10.9K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.03% | $201,940 | 5.9K | Q4 2025OLDER |
| Keel Point, LLC$1.5B AUM | 0.03% | $442,174 | 12.4K | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 49.5K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $293,036 | 8.2K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.03% | $244,820 | 6.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 181.6K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $8M | 226.6K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.02% | $315,040 | 9.2K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 126.4K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.02% | $96,870 | 2.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.02% | $4M | 117.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $973,383 | 27.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $14M | 380.3K | Q1 2026OLDER |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $212,082 | 5.9K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.02% | $267,698 | 7.5K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $275,881 | 7.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.02% | $52M | 1.46M | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 69.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 45.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $65M | 1.81M | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $263,392 | 6.7K | Q2 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $768,873 | 21.5K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.01% | $211,225 | 5.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $21M | 581.9K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $34,778 | 974 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 271.7K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $30,389 | 851 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $553,586 | 16.2K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $732,520 | 20.5K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 66.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.01% | $234,971 | 7.1K | Q3 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $439,840 | 12.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $332,139 | 9.3K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $17,522 | 533 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 290.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 51.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $400,720 | 10.1K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $919,874 | 25.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $363,987 | 10.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $8M | 213.6K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $23,247 | 651 | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $626,385 | 18.3K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $370,224 | 11.3K | Q3 2025OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $309,747 | 9.4K | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.01% | $623,309 | 15.8K | Q2 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $42,317 | 1.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $231,743 | 6.5K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $28M | 784.6K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $40,389 | 1.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $38,651 | 1.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $207,380 | 5.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $2M | 63.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 48.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 192.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 103.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $22M | 615.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $112,940 | 3.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $14,213 | 398 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $69,064 | 1.9K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $325,291 | 9.1K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $34,210 | 958 | Q1 2026OLDER |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $30,318 | 849 | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.00% | $258,068 | 7.8K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $173,875 | 4.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $337,943 | 9.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 74.9K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $238,828 | 6.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $359,301 | 10.9K | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 99.5K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $207,586 | 6.1K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $139,491 | 3.9K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $28,531 | 834 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $267,964 | 7.8K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $369,092 | 10.8K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 43.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $34M | 958.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $136,943 | 4.0K | Q4 2025OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.00% | $11,811 | 359 | Q3 2025OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $40,956 | 1.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $438,519 | 12.3K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $10,775 | 315 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $227,436 | 6.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $739,268 | 20.7K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.00% | $1,786 | 50 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15M | 423.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 147.5K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $28,040 | 785 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $601,138 | 17.6K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 42.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $8,213 | 230 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $103,773 | 2.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $85,276 | 2.4K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $5,575 | 141 | Q2 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.00% | $2,258 | 66 | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,250 | 35 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $57,207 | 1.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $8,047 | 225 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $388,775 | 10.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $350,270 | 9.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 31.6K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $32,172 | 978 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 30.8K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $85,704 | 2.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $734,662 | 20.6K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $208 | 6 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $520,368 | 15.2K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $5,714 | 160 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $5,679 | 166 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $41,980 | 1.3K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $13,853 | 393 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $9,677 | 271 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $104,722 | 2.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $261,754 | 7.3K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $411 | 12 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,714 | 160 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6,466 | 189 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.