GLOBAL X FDS
CUSIP 37954Y483
Global X Fds has 431 institutional holders in Filings Flow’s 13F database, together reporting 105.00M shares worth $1.8B as of Q1 2026. The largest reported holders are Global X Japan Co., Ltd., Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
431
Q1 2026
Reported Value
$1.8B
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 |
|---|---|---|---|---|
| Global X Japan Co., Ltd.$1.9B AUM | 13.91% | $271M | 15.78M | Q1 2026OLDER |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 7.24% | $20M | 1.15M | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 6.93% | $14M | 788.8K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 4.39% | $38M | 2.08M | Q2 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 4.14% | $10M | 580.2K | Q2 2026 |
| Beta Wealth Group, Inc.$242M AUM | 3.73% | $9M | 525.9K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 3.00% | $5M | 271.5K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 2.19% | $5M | 276.7K | Q1 2026OLDER |
| Anchor Capital Management Group Inc$144M AUM | 2.02% | $3M | 169.5K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 1.77% | $3M | 157.4K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 1.71% | $2M | 114.6K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 1.68% | $7M | 415.8K | Q1 2026OLDER |
| APS Management Group, Inc.$117M AUM | 1.55% | $2M | 105.8K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 1.51% | $3M | 203.8K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 1.47% | $7M | 390.2K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 1.38% | $2M | 123.0K | Q3 2025OLDER |
| Note Advisors, LLC$200M AUM | 1.28% | $3M | 149.4K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 1.21% | $2M | 118.0K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 1.16% | $1M | 70.7K | Q3 2025OLDER |
| Mission Financial Group, LLC$108M AUM | 1.06% | $1M | 67.0K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 1.04% | $2M | 101.8K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.91% | $5M | 294.7K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.86% | $5M | 305.0K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.85% | $18M | 1.02M | Q1 2026OLDER |
| Benchmark Financial, LLC$111M AUM | 0.81% | $900,375 | 52.5K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.78% | $2M | 126.7K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.63% | $2M | 100.0K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.60% | $2M | 90.0K | Q3 2025OLDER |
| Collier Financial$131M AUM | 0.60% | $782,333 | 45.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.58% | $2M | 114.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.57% | $8M | 478.0K | Q1 2026OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.57% | $821,069 | 49.1K | Q3 2025OLDER |
| RDA Financial Network$459M AUM | 0.57% | $3M | 141.2K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.54% | $16M | 940.6K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.53% | $1M | 83.7K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.51% | $637,383 | 37.2K | Q2 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.49% | $20M | 1.19M | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.49% | $1M | 77.4K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.48% | $592,442 | 32.1K | Q2 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.45% | $881,552 | 51.4K | Q1 2026OLDER |
| Jupiter Wealth Management LLC$253M AUM | 0.44% | $1M | 62.0K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.43% | $2M | 88.3K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.42% | $2M | 135.7K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.40% | $1M | 74.5K | Q2 2026 |
| HF Advisory Group, LLC$323M AUM | 0.39% | $1M | 69.1K | Q2 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.39% | $594,059 | 34.6K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.36% | $2M | 126.4K | Q1 2026OLDER |
| WEALTH EFFECTS LLC$282M AUM | 0.36% | $1M | 58.9K | Q1 2026OLDER |
| NISSAY ASSET MANAGEMENT CORP /JAPAN$18.9B AUM | 0.35% | $68M | 3.85M | Q4 2025OLDER |
| Genesis Financial Group, LLC$158M AUM | 0.34% | $531,886 | 31.0K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.32% | $346,944 | 218.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.32% | $12M | 676.4K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.32% | $3M | 175.2K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.31% | $2M | 118.1K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.31% | $3M | 158.5K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.29% | $8M | 507.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.29% | $628,945 | 36.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.27% | $24M | 1.39M | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.27% | $1M | 65.8K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.27% | $277,515 | 16.2K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.27% | $679,085 | 39.6K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.26% | $622,661 | 36.3K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.26% | $12M | 673.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.26% | $18M | 1.03M | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 0.26% | $412,551 | 22.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.25% | $5M | 315.9K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.25% | $2M | 123.6K | Q1 2026OLDER |
| Bay Capital Advisors, LLC$162M AUM | 0.24% | $396,994 | 23.1K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.22% | $311,290 | 18.2K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.22% | $1M | 59.6K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.22% | $1M | 63.0K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.21% | $2M | 115.2K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.21% | $343,853 | 20.2K | Q3 2025OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.21% | $831,861 | 48.5K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.20% | $332,820 | 19.4K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.20% | $273,690 | 15.2K | Q4 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.20% | $1M | 59.0K | Q4 2025OLDER |
| ALPHA CAPITAL ADVISORS INC /ADV$105M AUM | 0.20% | $207,858 | 12.1K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 0.20% | $325,130 | 19.0K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.19% | $358,379 | 20.9K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.18% | $542,969 | 31.7K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.18% | $286,491 | 16.7K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.18% | $2M | 97.9K | Q1 2026OLDER |
| TLWM$615M AUM | 0.18% | $1M | 59.1K | Q2 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.17% | $2M | 119.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.17% | $764,549 | 41.5K | Q2 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.17% | $778,440 | 45.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.17% | $11M | 641.4K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.17% | $261,023 | 15.2K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 0.16% | $175,839 | 10.3K | Q1 2026OLDER |
| Northstar Advisory Group, LLC$269M AUM | 0.16% | $429,166 | 25.0K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.16% | $479,861 | 28.0K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.16% | $1M | 65.6K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.15% | $184,609 | 10.9K | Q3 2025OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 0.15% | $379,493 | 22.1K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.15% | $184,300 | 10.0K | Q2 2026 |
| Pacific Park Financial, Inc.$153M AUM | 0.15% | $226,209 | 13.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.15% | $809,737 | 47.2K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.14% | $2M | 140.3K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.14% | $2M | 111.4K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.14% | $227,713 | 13.4K | Q3 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.14% | $1M | 70.7K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.14% | $278,739 | 16.3K | Q1 2026OLDER |
| Blue Chip Partners, LLC$1.4B AUM | 0.13% | $2M | 106.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.13% | $5M | 249.1K | Q2 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.13% | $284,405 | 16.6K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.13% | $203,399 | 11.9K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.13% | $208,562 | 12.2K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.12% | $381,112 | 22.2K | Q1 2026OLDER |
| Westend Capital Management, LLC$333M AUM | 0.12% | $405,769 | 23.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.12% | $44M | 2.56M | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.11% | $205,800 | 12.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.11% | $3M | 173.5K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.11% | $434,011 | 24.6K | Q4 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.11% | $1M | 84.7K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.10% | $534,699 | 29.2K | Q2 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.10% | $141,505 | 8.3K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.10% | $216,439 | 12.6K | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.10% | $421,393 | 24.6K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.10% | $2M | 104.8K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.10% | $213,591 | 12.5K | Q1 2026OLDER |
| Reliant Wealth Planning$331M AUM | 0.10% | $317,424 | 18.0K | Q4 2025OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.10% | $420,175 | 24.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.10% | $3M | 171.9K | Q4 2025OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.10% | $347,054 | 19.7K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 167.4K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.09% | $315,749 | 18.4K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $377,036 | 22.0K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.09% | $262,015 | 15.3K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.09% | $877,266 | 51.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.09% | $4M | 223.7K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.09% | $341,397 | 19.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.09% | $4M | 224.6K | Q4 2025OLDER |
| ADE, LLC$209M AUM | 0.09% | $181,734 | 10.6K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.09% | $996,713 | 54.1K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.08% | $2M | 127.7K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.08% | $2M | 103.2K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.08% | $112,555 | 6.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.08% | $3M | 171.1K | Q1 2026OLDER |
| Tulsa Wealth Advisors, INC$570M AUM | 0.08% | $464,991 | 27.1K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.08% | $195,780 | 11.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.08% | $1M | 87.0K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 0.08% | $185,609 | 10.1K | Q2 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $3M | 193.0K | Q4 2025OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.08% | $3M | 190.1K | Q3 2025OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.07% | $382,910 | 22.3K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 115.5K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.07% | $889,255 | 51.9K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.07% | $297,083 | 17.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.07% | $214,873 | 12.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.07% | $991,941 | 57.8K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.07% | $190,209 | 11.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $928,147 | 54.1K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.06% | $237,313 | 12.9K | Q2 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.06% | $194,611 | 11.4K | Q3 2025OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.06% | $325,141 | 19.0K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.06% | $178,873 | 10.1K | Q4 2025OLDER |
| IBEX WEALTH ADVISORS$1.1B AUM | 0.06% | $628,781 | 36.7K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.06% | $878,303 | 49.7K | Q2 2026 |
| First Citizens Asset Management, Inc.$178M AUM | 0.06% | $103,272 | 6.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $214M | 12.48M | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.06% | $632,270 | 36.9K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.06% | $219,846 | 12.8K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.06% | $635,692 | 37.4K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.06% | $3M | 172.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $107,136 | 6.2K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.05% | $176,406 | 10.4K | Q3 2025OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.05% | $320,375 | 18.1K | Q4 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.05% | $192,708 | 10.9K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.05% | $2M | 107.4K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.05% | $190,486 | 11.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.05% | $4M | 240.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $35M | 2.02M | Q1 2026OLDER |
| CYPRESS FINANCIAL PLANNING LLC$413M AUM | 0.05% | $208,480 | 11.3K | Q2 2026 |
| Clark Wealth Partners$149M AUM | 0.05% | $74,997 | 4.4K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.05% | $1M | 65.1K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.05% | $106,658 | 6.0K | Q4 2025OLDER |
| Strategic Advisors LLC$602M AUM | 0.05% | $304,479 | 17.9K | Q3 2025OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.05% | $359,727 | 21.1K | Q3 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.05% | $64,415 | 3.8K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 0.05% | $276,412 | 16.1K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.05% | $262,545 | 15.3K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.05% | $85,750 | 5.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.04% | $7M | 388.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $806,179 | 47.0K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.04% | $728,500 | 42.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $4M | 232.1K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.04% | $306,128 | 17.9K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.04% | $240,735 | 14.0K | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 0.04% | $254,810 | 15.0K | Q3 2025OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.04% | $310,872 | 18.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 85.5K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.04% | $258,829 | 15.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $632,524 | 36.9K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $505,502 | 28.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $518,272 | 30.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 85.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $685,057 | 39.9K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.04% | $190,546 | 11.2K | Q3 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.04% | $481,364 | 28.1K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.04% | $287,289 | 16.8K | Q1 2026OLDER |
| Truepoint, Inc.$4.5B AUM | 0.04% | $2M | 98.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.04% | $5M | 287.1K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.04% | $1M | 64.4K | Q4 2025OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.04% | $223,903 | 13.2K | Q3 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.04% | $958,828 | 52.0K | Q2 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $409,954 | 23.9K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.04% | $218,285 | 12.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $34M | 1.98M | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $287,828 | 16.8K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $282,976 | 16.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $2M | 93.5K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.03% | $59,357 | 3.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 174.9K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.03% | $39,445 | 2.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 83.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 510.4K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.03% | $284,759 | 16.6K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $106,684 | 6.0K | Q4 2025OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.03% | $672,674 | 39.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 237.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 667.0K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.03% | $307,294 | 17.9K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.03% | $23M | 1.38M | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.03% | $404,175 | 23.6K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.03% | $104,977 | 5.9K | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.03% | $46,665 | 2.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $995,076 | 58.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $402,549 | 23.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $1M | 56.8K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 94.5K | Q4 2025OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.03% | $2M | 104.9K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 128.0K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.03% | $52,248 | 295.7K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $631,707 | 36.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $432,132 | 25.9K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 0.03% | $212,403 | 12.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $399,660 | 21.7K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $342,138 | 20.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 91.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $666,629 | 38.9K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 309.9K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $37,730 | 2.2K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $3M | 201.6K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $550,960 | 32.1K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.02% | $194,001 | 11.3K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $575,557 | 33.6K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.02% | $668,850 | 39.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 365.5K | Q2 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.02% | $182,534 | 10.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 76.8K | Q1 2026OLDER |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 0.02% | $171,500 | 10.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $476,374 | 27.8K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.02% | $175,004 | 10.2K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $188,387 | 11.1K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 73.1K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 116.8K | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 0.02% | $216,262 | 11.7K | Q2 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $87,654 | 5.1K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $341,836 | 19.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 218.1K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $356,600 | 20.8K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $180,409 | 10.5K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.02% | $1M | 69.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $204,465 | 11.6K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $306,534 | 17.9K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.02% | $1M | 86.9K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.02% | $55,802 | 3.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 182.7K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.02% | $32,231 | 1.8K | Q4 2025OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $208,098 | 12.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 74.9K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $213,089 | 12.4K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.02% | $38,588 | 225.0K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $265,629 | 15.5K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.01% | $41,160 | 2.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $11M | 612.7K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $1M | 57.1K | Q2 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $51,947 | 3.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $46M | 2.69M | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 464.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $253,730 | 14.8K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.01% | $100,142 | 5.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $1M | 65.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $223,418 | 13.0K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.01% | $185,643 | 10.8K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.01% | $230,282 | 13.6K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 86.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $272,960 | 15.9K | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.01% | $27,440 | 1.6K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.01% | $163,519 | 9.5K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $223,036 | 13.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $69M | 4.00M | Q2 2026 |
| Private Advisory Group LLC$1.5B AUM | 0.01% | $194,601 | 11.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $408,669 | 22.2K | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $565,018 | 31.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $117,913 | 6.9K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $597,832 | 34.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $202M | 11.40M | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $38,211 | 2.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 72.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 138.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $502,459 | 29.3K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $208,700 | 11.8K | Q4 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $20,321 | 1.1K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $421,960 | 23.9K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $550,601 | 32.1K | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.01% | $24,010 | 1.4K | Q2 2026 |
| Investors Research Corp$523M AUM | 0.01% | $54,949 | 3.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $575,856 | 33.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $45M | 2.62M | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $27,894 | 1.5K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $265,843 | 15.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $298,816 | 17.4K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.01% | $23,953 | 1.3K | Q2 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $420,899 | 23.8K | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 239.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 571.9K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $247,786 | 14.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $825,797 | 48.2K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $50,404 | 2.9K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $200,421 | 11.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $621,285 | 36.2K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.01% | $3M | 167.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $233,963 | 13.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $395,956 | 23.1K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.01% | $22M | 1.30M | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.01% | $26,505 | 1.5K | Q4 2025OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $181,648 | 10.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 70.4K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $187,804 | 10.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 290.4K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $267,253 | 14.5K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $108,246 | 6.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $26,505 | 1.5K | Q4 2025OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $295,648 | 17.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $84M | 4.89M | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 264.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 190.4K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $183,215 | 11.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $21M | 1.22M | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $502,459 | 29.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $30M | 1.74M | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $263,876 | 15.5K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $216,827 | 12.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $189,791 | 11.1K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $7,554 | 440 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 69.5K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $35,158 | 2.0K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $9,060 | 528 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $132,030 | 7.9K | Q1 2026OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $11,233 | 655 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $70,780 | 4.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $515,083 | 30.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $29M | 1.68M | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $58,756 | 3.4K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $249,305 | 14.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 200.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $206,808 | 11.2K | Q2 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $253,849 | 14.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $713,644 | 41.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $13,074 | 762 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $13,074 | 762 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $142,427 | 7.7K | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $158,584 | 9.3K | Q3 2025OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.00% | $12,172 | 716 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $17,250 | 1.0K | Q1 2026OLDER |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $257,343 | 15.0K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.00% | $187,415 | 10.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $25,515 | 1.5K | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $114,905 | 6.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $64,366 | 3.8K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $5,695 | 315 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $27,440 | 1.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $100,960 | 5.5K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $204,655 | 11.6K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $121,257 | 7.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $195,270 | 11.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 100.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 254.8K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.00% | $3,430 | 200 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $868,425 | 50.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $213,226 | 12.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $30,572 | 1.8K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $7M | 402.1K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $67,159 | 3.9K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $557,049 | 32.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 12.28M | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 191.3K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $450,621 | 26.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $503,921 | 29.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 67.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $685,509 | 40.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $976,474 | 56.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $267,626 | 15.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $191,655 | 11.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $334,528 | 19.5K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $88,918 | 5.1K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $19,225 | 1.1K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $34,300 | 2.0K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $47,197 | 2.8K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $2,808 | 159 | Q4 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $7,975 | 465 | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $2,582 | 151 | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $4,009 | 234 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $206,760 | 12.1K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $14,406 | 840 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $18,865 | 1.1K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $13,583 | 792 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $10,514 | 595 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $7,951 | 450 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $254,895 | 14.9K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $5,934 | 322 | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $4,288 | 250 | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $17,322 | 1.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $307,024 | 17.9K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $12,740 | 691 | Q2 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $351,232 | 20.5K | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $1,898 | 111 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $38,588 | 2.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 336.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $650,742 | 41.1K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $8,609 | 502 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $304,936 | 17.7K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,092 | 175 | Q4 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $1,821 | 106 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $651,201 | 38.0K | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $8,987 | 524 | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $3,602 | 210 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $2,761 | 161 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 315.5K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1M | 59.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $521,377 | 30.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $371,051 | 21.6K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $2,092 | 122 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 453.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $20,580 | 1.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $82,663 | 4.8K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $262,612 | 14.9K | Q4 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $623,533 | 36.7K | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $27,216 | 1.6K | Q3 2025OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $403 | 23 | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $1,063 | 62 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $9,192 | 536 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $1,029 | 60 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 135.9K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $3,430 | 200 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $9,998 | 583 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $14,136 | 800 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $139,815 | 7.9K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $545 | 32 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $2,454 | 143 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $412 | 24 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 88.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,430 | 200 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $7,751 | 451 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $113,242 | 6.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $188,913 | 11.1K | Q3 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $1,839 | 107 | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $306 | 18 | Q3 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $300,567 | 17.7K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $565,183 | 33.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $213,381 | 12.4K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $798 | 46 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $59,094 | 3.5K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $115,668 | 6.8K | Q3 2025OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $343 | 20 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $8,575 | 500 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,321 | 77 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $14,526 | 847 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $23,378 | 1.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $3,379 | 197 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $52 | 3 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $180,364 | 10.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $271,325 | 15.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,796 | 286 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $7,718 | 450 | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1,256 | 71 | Q4 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $3 | 0 | Q3 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $530 | 30 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.