FIDELITY COVINGTON TRUST
CUSIP 316092600
Fidelity Covington Trust has 362 institutional holders in Filings Flow’s 13F database, together reporting 17.29M shares worth $1.2B as of Q1 2026. The largest reported holders are Charles Schwab Investment Management Inc, Lido Advisors, LLC, and Ae Wealth Management LLC.
Institutional Holders
362
Q1 2026
Reported Value
$1.2B
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 |
|---|---|---|---|---|
| TTP Investments, Inc.$247M AUM | 7.24% | $18M | 230.9K | Q2 2026 |
| Buttonwood Financial Advisors Inc.$299M AUM | 4.76% | $14M | 202.2K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 4.06% | $12M | 171.4K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 2.93% | $15M | 218.3K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 2.88% | $6M | 89.9K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 2.75% | $11M | 156.6K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 2.64% | $16M | 204.2K | Q2 2026 |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 1.74% | $22M | 306.5K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 1.68% | $2M | 26.1K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 1.61% | $15M | 213.8K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.52% | $4M | 56.5K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 1.50% | $2M | 24.5K | Q2 2026 |
| Jacobs Equity LLC$112M AUM | 1.46% | $2M | 23.1K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 1.33% | $2M | 22.0K | Q4 2025OLDER |
| Aspetuck Financial Management LLC$146M AUM | 1.33% | $2M | 27.6K | Q1 2026OLDER |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC$499M AUM | 1.31% | $7M | 100.0K | Q3 2025OLDER |
| Beckerman Institutional, LLC$188M AUM | 1.28% | $2M | 34.4K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.89% | $4M | 55.3K | Q2 2026 |
| High Point Wealth Management, LLC$104M AUM | 0.88% | $915,082 | 13.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.84% | $7M | 93.4K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.82% | $1M | 19.1K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.80% | $14M | 216.3K | Q3 2025OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.79% | $2M | 31.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.72% | $13M | 186.2K | Q1 2026OLDER |
| BLUE JEAN FINANCIAL LLC$121M AUM | 0.69% | $833,203 | 11.8K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.68% | $5M | 73.2K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 0.65% | $4M | 54.5K | Q4 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 0.62% | $5M | 73.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.52% | $97M | 1.38M | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.48% | $3M | 36.0K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.47% | $978,074 | 13.9K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.46% | $152M | 2.16M | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.46% | $485,020 | 6.9K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.42% | $845,164 | 12.0K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.41% | $2M | 19.6K | Q2 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.39% | $2M | 22.2K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.39% | $478,925 | 6.8K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.39% | $593,276 | 8.4K | Q1 2026OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.39% | $7M | 99.4K | Q1 2026OLDER |
| Signature Wealth Management Partners, LLC$199M AUM | 0.38% | $767,583 | 10.9K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.37% | $404,248 | 5.7K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.36% | $430,533 | 6.1K | Q1 2026OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.36% | $774,599 | 11.0K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.35% | $6M | 86.0K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.33% | $3M | 41.2K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.30% | $640,448 | 9.1K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.30% | $66M | 937.7K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.29% | $535,369 | 7.6K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.28% | $657,029 | 0 | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 0.28% | $895,096 | 11.6K | Q2 2026 |
| Partnership Wealth Management, LLC$131M AUM | 0.28% | $365,369 | 5.2K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.27% | $547,260 | 7.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.26% | $761,305 | 10.8K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.26% | $409,214 | 5.8K | Q1 2026OLDER |
| Ipsen Advisor Group LLC$143M AUM | 0.26% | $370,204 | 5.3K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.26% | $393,946 | 5.6K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.25% | $15M | 216.4K | Q1 2026OLDER |
| HRC WEALTH MANAGEMENT, LLC$212M AUM | 0.23% | $493,004 | 7.0K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 0.23% | $869,449 | 11.3K | Q2 2026 |
| Valley Brook Capital Group, Inc.$149M AUM | 0.22% | $325,152 | 4.6K | Q1 2026OLDER |
| DEFINE FINANCIAL, LLC$184M AUM | 0.22% | $398,183 | 5.7K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 0.21% | $326,832 | 4.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.21% | $7M | 93.9K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.21% | $734,181 | 10.4K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.20% | $353,709 | 5.0K | Q1 2026OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.20% | $207,567 | 3.0K | Q1 2026OLDER |
| Court Place Advisors, LLC$332M AUM | 0.20% | $648,986 | 9.7K | Q3 2025OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.19% | $321,545 | 4.6K | Q1 2026OLDER |
| VCI Wealth Management LLC$361M AUM | 0.19% | $687,496 | 9.8K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.19% | $421,816 | 6.3K | Q3 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.18% | $701,092 | 9.4K | Q4 2025OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.18% | $256,808 | 3.6K | Q1 2026OLDER |
| Xcel Wealth Management, LLC$362M AUM | 0.17% | $627,189 | 8.9K | Q1 2026OLDER |
| Crumly & Associates Inc.$522M AUM | 0.17% | $885,829 | 11.5K | Q2 2026 |
| WARNER FINANCIAL, INC$340M AUM | 0.16% | $551,119 | 7.1K | Q2 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.16% | $467,595 | 6.6K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.16% | $2M | 30.8K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.16% | $3M | 44.1K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.15% | $529,134 | 7.4K | Q1 2026OLDER |
| Bayshore Capital Advisors, LLC$237M AUM | 0.14% | $337,517 | 4.8K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.14% | $424,438 | 6.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.14% | $8M | 112.3K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 0.14% | $336,973 | 4.8K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.13% | $613,610 | 8.7K | Q1 2026OLDER |
| Monte Financial Group, LLC$282M AUM | 0.13% | $371,360 | 5.3K | Q1 2026OLDER |
| TOUNJIAN ADVISORY PARTNERS, LLC$277M AUM | 0.13% | $361,832 | 5.1K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.13% | $2M | 26.7K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.12% | $180,687 | 2.3K | Q2 2026 |
| Centennial Wealth Advisory LLC$413M AUM | 0.11% | $472,154 | 6.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.11% | $2M | 24.1K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.11% | $1M | 15.7K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.10% | $581,826 | 8.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.10% | $4M | 51.5K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.10% | $508,850 | 7.2K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.10% | $361,881 | 5.1K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.10% | $460,258 | 6.5K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.10% | $471,830 | 6.7K | Q1 2026OLDER |
| MCRAE CAPITAL MANAGEMENT INC$482M AUM | 0.09% | $453,470 | 6.4K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.09% | $2M | 29.4K | Q2 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.09% | $8M | 114.2K | Q1 2026OLDER |
| Eley Financial Management, Inc$277M AUM | 0.08% | $234,598 | 3.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.08% | $81,448 | 1.2K | Q4 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.08% | $492,309 | 7.0K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.08% | $321,307 | 4.2K | Q2 2026 |
| Certified Advisory Corp$1.2B AUM | 0.08% | $996,985 | 12.9K | Q2 2026 |
| Charter Oak Capital Management, LLC$1.3B AUM | 0.08% | $1M | 14.6K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.08% | $373,894 | 5.3K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 0.08% | $276,374 | 3.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $347,555 | 4.5K | Q2 2026 |
| Woodside Wealth Management LLC$128M AUM | 0.08% | $98,566 | 1.5K | Q3 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.08% | $332,862 | 4.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.08% | $20M | 287.9K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.08% | $257,351 | 3.6K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.07% | $253,092 | 3.6K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.07% | $3M | 42.4K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.07% | $501,808 | 7.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.06% | $1M | 14.4K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.06% | $5M | 72.3K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.06% | $2M | 32.5K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.06% | $823,238 | 11.7K | Q1 2026OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.06% | $204,441 | 2.8K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $534,388 | 6.9K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $1M | 21.3K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.05% | $898,301 | 12.8K | Q1 2026OLDER |
| STOCK YARDS BANK & TRUST CO$3.2B AUM | 0.05% | $2M | 24.3K | Q1 2026OLDER |
| M. Kulyk & Associates, LLC$536M AUM | 0.05% | $252,803 | 3.6K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $4M | 52.8K | Q1 2026OLDER |
| Artemis Wealth Advisors, LLC$662M AUM | 0.04% | $277,721 | 3.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 40.4K | Q1 2026OLDER |
| TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM | 0.04% | $507,043 | 7.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $29M | 407.9K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $749,424 | 10.7K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.04% | $140,632 | 2.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 106.3K | Q1 2026OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.04% | $208,578 | 2.8K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $661,226 | 9.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 14.8K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $206,743 | 2.8K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.04% | $395,071 | 5.6K | Q1 2026OLDER |
| Commonwealth Financial Services, LLC$632M AUM | 0.04% | $222,056 | 3.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 32.1K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.03% | $408,508 | 5.8K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.03% | $34 | 455 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.03% | $239,787 | 3.4K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.03% | $44,819 | 637 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $155,355 | 2.2K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.03% | $285,105 | 4.1K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.03% | $36,802 | 523 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.03% | $199M | 2.83M | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.03% | $59,750 | 848 | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 0.03% | $359,964 | 5.1K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.03% | $35,180 | 500 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $391,343 | 5.6K | Q1 2026OLDER |
| River Wealth Advisors LLC$871M AUM | 0.03% | $254,000 | 3.6K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.03% | $223,435 | 3.2K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.03% | $70,641 | 1.0K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.03% | $896,390 | 12.7K | Q1 2026OLDER |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 0.03% | $486,188 | 6.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 38.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $469,783 | 6.7K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $393,318 | 5.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $16M | 234.3K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.02% | $89,905 | 1.3K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.02% | $213,421 | 3.0K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.02% | $42,385 | 582 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 88.7K | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $659,913 | 8.9K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 25.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.02% | $746,646 | 10.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 43.7K | Q1 2026OLDER |
| Asset Planning,Inc$141M AUM | 0.02% | $28,566 | 406 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.02% | $659,617 | 8.5K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $352,151 | 4.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 192.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $366,334 | 5.2K | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.02% | $235,899 | 3.2K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $205,099 | 2.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 21.9K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $30,678 | 413 | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 34.5K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $366,772 | 5.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $37,386 | 531 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $721,120 | 10.2K | Q1 2026OLDER |
| SVB WEALTH LLC$1.5B AUM | 0.02% | $276,830 | 3.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $225,421 | 3.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $66M | 938.1K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.02% | $62,101 | 836 | Q4 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $262,795 | 4.1K | Q3 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $239,225 | 3.4K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $291,994 | 4.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $692,286 | 23.0K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 215.3K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $283,152 | 4.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $324,066 | 4.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $756,792 | 10.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 109.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $3M | 39.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 16.7K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.01% | $36,446 | 518 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $318,168 | 4.5K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.01% | $253,072 | 3.4K | Q4 2025OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $703,906 | 10.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $757,348 | 10.8K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $32,717 | 465 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $484,834 | 6.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 67.7K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $35,606 | 532 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $341,410 | 4.9K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $578,670 | 8.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $679,182 | 8.8K | Q2 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $411,307 | 5.8K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $451,144 | 5.8K | Q2 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 0.01% | $291,713 | 4.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $204,644 | 2.9K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.01% | $28,181 | 395 | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $321,756 | 4.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $104,203 | 1.5K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.01% | $33,435 | 500 | Q3 2025OLDER |
| Sankala Group LLC$122M AUM | 0.01% | $12,057 | 174 | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $260,259 | 3.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $577,931 | 8.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 15.5K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $337,235 | 4.8K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.01% | $19,490 | 277 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.01% | $63,043 | 896 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $125,101 | 1.8K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $203,542 | 2.9K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $33,984 | 483 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $222,989 | 3.0K | Q4 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $202,992 | 2.7K | Q4 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $211,150 | 3.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $284,002 | 4.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $405,899 | 5.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $303,298 | 4.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $133,240 | 1.9K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $90,964 | 1.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $669,446 | 9.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $23M | 333.9K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.01% | $13,157 | 187 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.01% | $51,996 | 700 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $10M | 140.6K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $7,036 | 100 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 93.1K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.01% | $9,362 | 140 | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $70,360 | 1.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $19M | 266.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $64,686 | 919 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $26,946 | 380 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $51,100 | 687 | Q4 2025OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.01% | $9,007 | 128 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $9,358 | 133 | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $335,754 | 5.0K | Q3 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $214,292 | 2.9K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $5,488 | 78 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $413,673 | 5.9K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $366,046 | 5.2K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $26,748 | 400 | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $571,040 | 8.1K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.00% | $16,787 | 226 | Q4 2025OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.00% | $6,262 | 89 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $46,350 | 600 | Q2 2026 |
| EPG Wealth Management LLC$369M AUM | 0.00% | $14,192 | 202 | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $234,514 | 3.3K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $13,439 | 191 | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $34,737 | 468 | Q4 2025OLDER |
| Evergreen Advisors, LLC$426M AUM | 0.00% | $15,036 | 214 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $11,291 | 152 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $178,363 | 2.5K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $56,148 | 798 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $71,432 | 961 | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $293,123 | 4.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $20,193 | 287 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $267,872 | 3.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $578,148 | 8.2K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.00% | $3,337 | 47 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $40,189 | 601 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $101,275 | 1.3K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $48,267 | 686 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $249,723 | 3.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 18.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 86.6K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.00% | $11,034 | 165 | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 29.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $473,101 | 6.7K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $21,108 | 300 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $37M | 492.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $140,731 | 2.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $29,548 | 420 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 156.9K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $9,850 | 140 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $41,723 | 593 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $3,448 | 49 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $23,219 | 330 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $7,647 | 108 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $215,419 | 2.9K | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $435,993 | 6.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 36.3K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $8,351 | 108 | Q2 2026 |
| Operose Advisors LLC$431M AUM | 0.00% | $7,036 | 100 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $958,111 | 13.6K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $5,770 | 82 | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,111 | 30 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $19,349 | 275 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 40.4K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $31,731 | 451 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $264,767 | 3.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $4,222 | 60 | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $2,321 | 33 | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $6,473 | 92 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $54,715 | 778 | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $321,756 | 4.6K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $7,529 | 107 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $267,037 | 3.6K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $995,774 | 14.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $20,318 | 289 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $35,180 | 500 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $11,328 | 161 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $55,752 | 751 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $376,074 | 5.3K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $2,009 | 26 | Q2 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $268,282 | 3.8K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.00% | $1,829 | 26 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $651,213 | 9.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $763,022 | 10.8K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $1,421 | 20 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $3,307 | 47 | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $3,870 | 55 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $3,566 | 48 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $186,815 | 2.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $703,803 | 9.5K | Q4 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $16,352 | 232 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 118.4K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.00% | $3,863 | 52 | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,292 | 61 | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $226,630 | 3.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 74.0K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $3,640 | 49 | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $351,167 | 5.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 41.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $7,036 | 100 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $28,144 | 400 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 47.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $281,972 | 4.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $267,369 | 3.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 39.5K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $42,216 | 600 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $145,645 | 2.1K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $267,185 | 3.6K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $11,213 | 163 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $8M | 108.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $279,486 | 3.9K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $4,714 | 67 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $42,216 | 600 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $69,726 | 991 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 85.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 20.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 38.9K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $3,518 | 50 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $209,110 | 3.0K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.00% | $1,486 | 20 | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $710,031 | 10.1K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $581 | 8 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,181 | 31 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $1,829 | 26 | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $386 | 5 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $281 | 4 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $14,072 | 200 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $137,835 | 2.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,286 | 19.2K | Q3 2025OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $1,197 | 17 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $205,955 | 2.9K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $334 | 5 | Q3 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $563 | 8 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $65,318 | 879 | Q4 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $704 | 10 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $13,439 | 191 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $4,292 | 61 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $15,761 | 224 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $15,729 | 235 | Q3 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $915 | 13 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,783 | 24 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $42,923 | 610 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $9,850 | 140 | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $1,829 | 26 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $211 | 3 | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $386 | 5 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $84,524 | 1.2K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $224,589 | 3.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $222,760 | 3.2K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $85,422 | 1.1K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $704 | 10 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $19,138 | 272 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $20,129 | 286 | Q1 2026OLDER |
| West Branch Capital LLC$430M AUM | 0.00% | $75 | 1 | Q3 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $14,142 | 201 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $88 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $332,114 | 4.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $211 | 3 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,206 | 74 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11,750 | 167 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $563 | 8 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $37 | 1 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $4,925 | 70 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $3 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.