SEC 13F Intelligence

ETF SER SOLUTIONS

CUSIP 26922A842

Etf Ser Solutions has 164 institutional holders in Filings Flow’s 13F database, together reporting 15.83M shares worth $387M as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Susquehanna International Group, LLP, and Citadel Advisors LLC.

Institutional Holders
164
Q1 2026
Reported Value
$387M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 25Q4 ’18Q1 ’19: 24Q2 ’19: 24Q2 ’19Q3 ’19: 21Q2 ’21: 293Q2 ’21Q4 ’21: 277Q4 ’22: 238Q4 ’22Q4 ’25: 170Q1 ’26: 164Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $40MQ4 ’18Q1 ’19: $35MQ2 ’19: $32MQ2 ’19Q3 ’19: $16MQ2 ’21: $19.2BQ2 ’21Q4 ’21: $4.6BQ4 ’22: $254MQ4 ’22Q4 ’25: $402MQ1 ’26: $387MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Risk Paradigm Group, LLC$117M AUM1.85%$2M88.0KQ1 2026OLDER
RAFFLES ASSOCIATES LP$115M AUM1.60%$2M75.0KQ1 2026OLDER
WASHINGTON GROWTH STRATEGIES LLC$153M AUM1.25%$2M77.4KQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.82%$9M380.0KQ1 2026OLDER
RPg Family Wealth Advisory, LLC$479M AUM0.45%$2M88.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.41%$12M423.2KQ4 2025OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.28%$3M139.4KQ3 2025OLDER
First Growth Capital LLC$111M AUM0.27%$299,50011.9KQ1 2026OLDER
Econ Financial Services Corp$215M AUM0.26%$518,59318.5KQ4 2025OLDER
Fielder Capital Group LLC$459M AUM0.19%$858,35634.9KQ1 2026OLDER
South Shore Capital Advisors$137M AUM0.18%$252,6309.0KQ4 2025OLDER
Realta Investment Advisors$288M AUM0.18%$556,74019.8KQ4 2025OLDER
PING CAPITAL MANAGEMENT, INC.$350M AUM0.18%$615,75025.0KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.17%$1M50.2KQ2 2026
Quadrature Capital Ltd$8.4B AUM0.16%$16M571.9KQ4 2025OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.15%$5M200.0KQ3 2025OLDER
LEUTHOLD GROUP, LLC$939M AUM0.14%$1M51.5KQ3 2025OLDER
WealthCare Investment Partners, LLC$360M AUM0.11%$404,46016.0KQ1 2026OLDER
MARYLAND CAPITAL ADVISORS INC.$295M AUM0.10%$293,64510.5KQ4 2025OLDER
Carrera Capital Advisors$649M AUM0.09%$555,50522.6KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.08%$853.0KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.08%$37M1.49MQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.07%$87,3962.6KQ2 2026
Concentric Capital Strategies, LP$1.2B AUM0.07%$812,79033.0KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.06%$609,66724.8KQ1 2026OLDER
Pandora Wealth, Inc.$165M AUM0.06%$105,7244.3KQ3 2025OLDER
Nova Wealth Management, Inc.$154M AUM0.05%$81,9933.3KQ1 2026OLDER
Interval Partners, LP$3.8B AUM0.05%$3M127.0KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$412,18316.7KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.04%$25M1.03MQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.04%$29M1.03MQ4 2025OLDER
Fortis Group Advisors, LLC$605M AUM0.04%$241,7958.7KQ4 2025OLDER
CVA Family Office, LLC$950M AUM0.04%$355,38614.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.04%$77M1.33MQ1 2026OLDER
HBK INVESTMENTS L P$9.9B AUM0.04%$4M147.9KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.03%$1M53.4KQ4 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.03%$5M222.5KQ3 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.03%$1M46.7KQ1 2026OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.03%$323,02413.1KQ1 2026OLDER
MARINER INVESTMENT GROUP LLC$346M AUM0.03%$104,000200.0KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.03%$1M46.3KQ4 2025OLDER
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM0.03%$445,16918.1KQ1 2026OLDER
Cascade Financial Partners, LLC$970M AUM0.03%$276,9959.9KQ4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.03%$1M44.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM0.03%$6M250.0KQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.02%$228,6028.1KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$517,85018.4KQ4 2025OLDER
LMR Partners LLP$45.4B AUM0.02%$11M432.3KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.02%$562,43922.8KQ3 2025OLDER
Sovran Advisors, LLC$1.3B AUM0.02%$274,61210.8KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$297,50612.1KQ1 2026OLDER
Global Trust Asset Management, LLC$262M AUM0.02%$53,3331.9KQ4 2025OLDER
Cooper Financial Group$1.2B AUM0.02%$241,8867.3KQ2 2026
NOMURA HOLDINGS INC$37.7B AUM0.02%$7M290.0KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$4M169.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$164M6.64MQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.02%$4M169.0KQ1 2026OLDER
Cache Advisors, LLC$866M AUM0.02%$147,7806.0KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.02%$22M877.3KQ3 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.02%$2478.8KQ4 2025OLDER
SFMG, LLC$1.5B AUM0.01%$208,4448.5KQ1 2026OLDER
Graney & King, LLC$186M AUM0.01%$24,6301.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$80M3.26MQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.01%$118,3114.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$113M4.58MQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.01%$484,37419.7KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$123,1505.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$26M1.06MQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$444,32215.8KQ4 2025OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.01%$4M150.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.01%$24M975.2KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$64,6542.6KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.01%$73,9503.0KQ3 2025OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.01%$11,084450Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$1M41.7KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM0.01%$12,315500Q1 2026OLDER
CNB Bank$238M AUM0.01%$17,734720Q1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$201,2627.2KQ4 2025OLDER
HighMark Wealth Management LLC$246M AUM0.01%$17,332704Q1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.01%$7,143290Q1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.01%$9,713292Q2 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$339,79510.2KQ2 2026
AdvisorNet Financial, Inc$1.9B AUM0.01%$122,6575.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$3M138.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.01%$42M1.70MQ1 2026OLDER
HHM Wealth Advisors, LLC$869M AUM0.01%$52,7092.1KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$5M191.2KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.01%$1M51.3KQ3 2025OLDER
Darwin Wealth Management, LLC$321M AUM0.01%$19,271782Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$447,96918.2KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.01%$6,905246Q4 2025OLDER
Maven Securities LTD$5.2B AUM0.01%$301,45312.2KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.01%$52,2892.1KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$354,42414.4KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$49,2602.0KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$519,50621.1KQ1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM0.01%$24,6501.0KQ3 2025OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$10M351.8KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$222,2988.0KQ4 2025OLDER
Squarepoint Ops LLC$85.1B AUM0.01%$5M183.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.01%$79M3.34MQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$73,9503.0KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M107.1KQ4 2025OLDER
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$6,675271Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$57,0182.3KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$14,035500Q4 2025OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$9,860400Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$28M1.15MQ1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$12,340501Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$56M1.98MQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$1M52.1KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$210,1117.5KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M113.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$2M92.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$763,02431.0KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.00%$474,89119.3KQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM0.00%$4,141168Q3 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$223,6668.0KQ4 2025OLDER
Venturi Wealth Management, LLC$2.2B AUM0.00%$56,1402.0KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$67,9782.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$77,0233.1KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$9M375.5KQ1 2026OLDER
JDM Financial Group LLC$259M AUM0.00%$6,158250Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$48,6701.9KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$216,8468.8KQ3 2025OLDER
Founders Financial Alliance, LLC$555M AUM0.00%$12,315500Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M61.4KQ1 2026OLDER
SOUTHERN MICHIGAN BANK & TRUST$261M AUM0.00%$5,419220Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$517,27418.4KQ4 2025OLDER
BANQUE PICTET & CIE SA$14.2B AUM0.00%$270,93011.0KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$295,30410.6KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$656,95626.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M51.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$96,2523.4KQ4 2025OLDER
Strive Financial Group ,LLC$189M AUM0.00%$3,000125Q1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M59.7KQ4 2025OLDER
North Ridge Wealth Advisors, Inc.$178M AUM0.00%$2,710110Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$262,9329.4KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$46,1531.9KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$173,5437.0KQ1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$4,500183Q1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$219,2497.8KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$44,2361.8KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$230,6609.4KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$220,5479.0KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$7,726297Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$281,00411.4KQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.00%$1,24344Q4 2025OLDER
Rathbones Group PLC$50.6B AUM0.00%$227,8279.3KQ2 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$2M96.9KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$462,56616.5KQ4 2025OLDER
Dunhill Financial, LLC$424M AUM0.00%$3,349136Q1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$621,44625.2KQ1 2026OLDER
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM0.00%$11,084450Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$74,6733.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M89.4KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$27,0931.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$136,82630.0KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$286,89011.6KQ1 2026OLDER
Synergy Investment Management, LLC$306M AUM0.00%$1,72470Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.00%$6,158250Q1 2026OLDER
Anchor Investment Management, LLC$1.2B AUM0.00%$6,208252Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$7M276.8KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$73,5003.0KQ3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$14,067501Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M101.8KQ2 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$12,315500Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$161,9645.8KQ4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$709,61528.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$378,48015.4KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$5,443221Q1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.00%$1,23250Q1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.00%$3,098110Q4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$254,5308.7KQ4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$11,394343Q2 2026
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$4,593186Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$58,8862.4KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$1,82374Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$170,1936.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$279,71811.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$423,56417.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$312,11412.7KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M44.9KQ4 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$7,389300Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$413,75916.8KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$12,783519Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$97,4914.0KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$7,389300Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$61,7542.2KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$192,3607.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$499,98920.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$823,98333.5KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$53,7052.2KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$54222Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$16,798682Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$200,7408.1KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$62125Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$62125Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$929,00037.7KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,746233Q1 2026OLDER
Archer Investment Corp$469M AUM0.00%$67127Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$1,59664Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$529,15121.5KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$62025Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$7,821317Q1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$24,187982Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$60,9592.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$6,084247Q2 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$4,560185Q3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$11,765478Q1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.00%$93638Q1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.00%$1235Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$50,4792.0KQ1 2026OLDER
MCF Advisors LLC$2.3B AUM0.00%$1,23250Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$12,195495Q2 2026
Kozak & Associates, Inc.$576M AUM0.00%$2357Q2 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$6,755274Q3 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$30,4181.2KQ3 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$1967Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$229,0029.3KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$994Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$33,2011.3KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$8,891361Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$2,33083Q4 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$80,8913.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,08645Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$70Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$251Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.