ENICENEL CHILE SA
CUSIP 29278D105 · Yahoo Finance ↗ · Google Finance ↗
Enel Chile SA (ENIC) has 174 institutional holders in Filings Flow’s 13F database, together reporting 47.18M shares worth $186M as of Q1 2026. The largest reported holders are Blackrock, Inc., Brandes Investment Partners, LP, and State Street Corp.
Institutional Holders
174
Q1 2026
Reported Value
$186M
Ticker
ENIC
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.00% | $47M | 11.86M | Q1 2026 |
| BRANDES INVESTMENT PARTNERS, LP$14.1B AUM | 0.17% | $24M | 6.01M | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $18M | 4.64M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $12M | 3.07M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $11M | 2.69M | Q1 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.02% | $8M | 1.92M | Q1 2026 |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.37% | $4M | 1.09M | Q1 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.01% | $4M | 1.08M | Q1 2026 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $4M | 928.3K | Q1 2026 |
| Candriam S.C.A.$19.3B AUM | 0.02% | $3M | 928.0K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 654.0K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $2M | 590.3K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $2M | 553.1K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 523.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 477.9K | Q1 2026 |
| Raiffeisen Bank International AG$7.0B AUM | 0.03% | $2M | 457.5K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $2M | 408.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 402.8K | Q1 2026 |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $1M | 361.0K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $1M | 360.1K | Q3 2025OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $1M | 365.3K | Q1 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.02% | $1M | 348.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $1M | 339.0K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.11% | $1M | 316.0K | Q1 2026 |
| CWA Asset Management Group, LLC$2.9B AUM | 0.04% | $1M | 315.6K | Q1 2026 |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $1M | 314.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 306.4K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 305.0K | Q1 2026 |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $1M | 327.0K | Q2 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.02% | $1M | 288.9K | Q1 2026 |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.00% | $1M | 286.4K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 280.6K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 271.9K | Q1 2026 |
| Robeco Institutional Asset Management B.V.$70.2B AUM | 0.00% | $1M | 270.9K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 253.9K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.07% | $984,900 | 245.0K | Q1 2026 |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.22% | $954,614 | 245.4K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $864,436 | 219.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $796,700 | 202.2K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.02% | $790,608 | 200.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $781,067 | 198.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $738,530 | 187.4K | Q1 2026 |
| STRS OHIO$25.2B AUM | 0.00% | $715,559 | 181.6K | Q1 2026 |
| Lingohr Asset Management GmbH$57M AUM | 1.23% | $703,000 | 180.7K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $697,786 | 177.1K | Q1 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.03% | $693,463 | 178.3K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $650,726 | 165.2K | Q1 2026 |
| Jump Financial, LLC$7.5B AUM | 0.01% | $635,916 | 161.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $609,396 | 151.6K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $605,481 | 153.7K | Q1 2026 |
| Qtron Investments LLC$738M AUM | 0.07% | $514,572 | 130.6K | Q1 2026 |
| Legal & General Group Plc$432.4B AUM | 0.00% | $503,843 | 128.0K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $495,148 | 125.7K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $494,466 | 135.7K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $494,084 | 125.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $485,546 | 123.2K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $468,300 | 118.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $461,866 | 117.2K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $443,309 | 112.5K | Q1 2026 |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.00% | $443,309 | 112.5K | Q1 2026 |
| Perpetual Ltd$7.0B AUM | 0.01% | $441,280 | 112.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $429,968 | 109.1K | Q1 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $381,175 | 96.7K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.01% | $368,165 | 93.4K | Q1 2026 |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.02% | $355,999 | 90.4K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $353,351 | 89.7K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $305,852 | 77.6K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $295,054 | 74.9K | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $287,951 | 73.1K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $287,620 | 73.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $275,893 | 66.8K | Q1 2026 |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $265,513 | 67.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $261,356 | 66.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $259,725 | 65.9K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $257,046 | 65.2K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $251,687 | 63.9K | Q1 2026 |
| Ethic Inc.$6.4B AUM | 0.00% | $247,204 | 62.7K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $237,375 | 60.2K | Q1 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $230,849 | 58.6K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $224,001 | 56.9K | Q1 2026 |
| Mondrian Investment Partners LTD$6.7B AUM | 0.00% | $217,173 | 55.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $215,675 | 54.7K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $206,614 | 52.4K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $197,894 | 50.2K | Q1 2026 |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $195,105 | 49.5K | Q1 2026 |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $192,138 | 48.8K | Q1 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.05% | $185,933 | 47.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $175,736 | 44.6K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $172,848 | 43.9K | Q1 2026 |
| SPX Gestao de Recursos Ltda$1.2B AUM | 0.01% | $167,828 | 42.6K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $146,690 | 37.2K | Q1 2026 |
| Carrera Capital Advisors$649M AUM | 0.02% | $142,642 | 36.2K | Q1 2026 |
| Ariadne Wealth Management, LP$223M AUM | 0.06% | $142,076 | 36.1K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $140,756 | 36.2K | Q3 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $139,519 | 35.4K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $136,817 | 34.7K | Q1 2026 |
| TWO SIGMA ADVISERS, LP$0 AUM | 0.00% | $136,680 | 34.0K | Q4 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.01% | $135,335 | 34.3K | Q1 2026 |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $134,903 | 34.2K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $131,367 | 33.3K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $126,339 | 32.5K | Q3 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $124,402 | 32.0K | Q3 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.01% | $124,004 | 31.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $121,062 | 30.8K | Q1 2026 |
| GABELLI FUNDS LLC$14.8B AUM | 0.00% | $110,320 | 28.0K | Q1 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 0.02% | $104,761 | 26.6K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $101,789 | 25.8K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.01% | $99,895 | 25.4K | Q1 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $97,417 | 24.7K | Q1 2026 |
| Centiva Capital, LP$13.6B AUM | 0.00% | $97,137 | 25.0K | Q3 2025OLDER |
| Bensler, LLC$969M AUM | 0.01% | $96,829 | 24.6K | Q1 2026 |
| Tuttle Capital Management, LLC$61M AUM | 0.20% | $92,046 | 22.9K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $89,209 | 22.6K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.01% | $88,653 | 22.5K | Q1 2026 |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.01% | $87,563 | 22.2K | Q1 2026 |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $84,863 | 21.5K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.02% | $84,833 | 21.5K | Q1 2026 |
| Argos Wealth Advisors, LLC$348M AUM | 0.02% | $84,462 | 21.4K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $80,262 | 20.4K | Q1 2026 |
| CHELSEA COUNSEL CO$225M AUM | 0.04% | $78,800 | 20.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $76,275 | 19.0K | Q4 2025OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.01% | $76,178 | 19.6K | Q3 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $74,000 | 19.0K | Q1 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $73,493 | 18.7K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.00% | $72,976 | 18.5K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $72,000 | 18.2K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.02% | $69,647 | 17.7K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $69,033 | 17.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $68,974 | 17.5K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $68,464 | 17.0K | Q4 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.01% | $68,316 | 17.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $67,776 | 17.2K | Q1 2026 |
| Plan A Wealth LLC$209M AUM | 0.03% | $66,058 | 16.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $64,551 | 16.4K | Q1 2026 |
| Glenorchy Capital Ltd$1.7B AUM | 0.00% | $57,363 | 14.6K | Q1 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $56,834 | 14.4K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $56,263 | 14.3K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $55,638 | 14.3K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.00% | $55,436 | 14.1K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $54,998 | 14.0K | Q1 2026 |
| DGS Capital Management, LLC$609M AUM | 0.01% | $54,975 | 14.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $52,887 | 13.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $51,739 | 13.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $49,523 | 13.0K | Q1 2026 |
| TMB Capital Partners, LLC$297M AUM | 0.02% | $48,096 | 12.2K | Q1 2026 |
| Lesa Sroufe & Co$147M AUM | 0.03% | $48,000 | 12.2K | Q1 2026 |
| Intelligence Driven Advisers, LLC$574M AUM | 0.01% | $46,780 | 11.9K | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $46,019 | 11.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $45,472 | 11.5K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $44,630 | 11.1K | Q4 2025OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.02% | $43,381 | 11.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $43,068 | 10.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $42,728 | 10.6K | Q4 2025OLDER |
| PDS Planning, Inc$1.5B AUM | 0.00% | $42,635 | 10.8K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $42,438 | 10.8K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.00% | $42,130 | 10.7K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $41,945 | 10.6K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $41,437 | 10.5K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $41,395 | 10.1K | Q1 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.00% | $40,979 | 10.4K | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $40,720 | 10.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $39,937 | 10.3K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $39,905 | 9.7K | Q1 2026 |
| AXQ CAPITAL, LP$777M AUM | 0.01% | $39,719 | 10.1K | Q1 2026 |
| Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM | 0.00% | $31,120 | 8.0K | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $30,740 | 8.4K | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $28,478 | 7.2K | Q1 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$2.8B AUM | 0.00% | $27,615 | 7.0K | Q1 2026 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $25,000 | 6.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $24,105 | 6.1K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $23,983 | 6.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $19,838 | 5.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $15,895 | 4.1K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $13,810 | 3.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $13,195 | 3.3K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $13,065 | 3.3K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $12,062 | 3.1K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $7,293 | 1.9K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,249 | 1.6K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $5,871 | 1.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5,677 | 1.4K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4,844 | 1.2K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $4,685 | 1.2K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,109 | 1.0K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $3,984 | 1.0K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $2,726 | 692 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2,502 | 635 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $2,242 | 569 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,929 | 496 | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,900 | 482 | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $1,368 | 347 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,295 | 333 | Q3 2025OLDER |
| SIERRA OCEAN, LLC$122M AUM | 0.00% | $1,271 | 350 | Q2 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $1,108 | 281 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1,072 | 272 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,060 | 269 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $889 | 221 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $763 | 199 | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $729 | 185 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $651 | 162 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $634 | 161 | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $490 | 135 | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $394 | 98 | Q4 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $268 | 68 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $225 | 57 | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $123 | 31 | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $86 | 22 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $75 | 19 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.