GLOBAL X FDS
CUSIP 37954Y632
Global X Fds has 564 institutional holders in Filings Flow’s 13F database, together reporting 83.80M shares worth $3.9B as of Q1 2026. The largest reported holders are Pnc Financial Services Group, Inc., Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
564
Q1 2026
Reported Value
$3.9B
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 |
|---|---|---|---|---|
| Marks Wealth, LLC$380M AUM | 6.39% | $21M | 418.8K | Q3 2025OLDER |
| Arch Global Advisors, LLC$192M AUM | 4.48% | $9M | 184.1K | Q1 2026OLDER |
| Taylor Securities Services, Inc.$214M AUM | 4.08% | $9M | 187.5K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 3.63% | $10M | 214.7K | Q1 2026OLDER |
| VISTA FINANCE, LLC$126M AUM | 3.51% | $5M | 104.5K | Q4 2025OLDER |
| Madrona Financial Services, LLC$457M AUM | 3.31% | $15M | 324.1K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 2.79% | $13M | 277.0K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 2.45% | $17M | 338.0K | Q4 2025OLDER |
| PRUDENT INVESTORS NETWORK, INC.$459M AUM | 2.39% | $11M | 235.5K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 2.25% | $35M | 748.9K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 2.20% | $6M | 131.7K | Q1 2026OLDER |
| Hancock Prospecting Pty Ltd$3.3B AUM | 2.09% | $70M | 1.49M | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 1.93% | $5M | 70.1K | Q2 2026 |
| Cooper Financial Group$1.2B AUM | 1.88% | $23M | 345.8K | Q2 2026 |
| Estate Planners Group, LLC$208M AUM | 1.77% | $4M | 79.0K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 1.74% | $6M | 119.7K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 1.57% | $2M | 33.9K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 1.56% | $9M | 139.0K | Q2 2026 |
| Centurion Wealth Management LLC$418M AUM | 1.56% | $7M | 99.5K | Q2 2026 |
| 5T Wealth, LLC$253M AUM | 1.55% | $4M | 84.0K | Q1 2026OLDER |
| BYRNE FINANCIAL FREEDOM, LLC$209M AUM | 1.52% | $3M | 68.2K | Q1 2026OLDER |
| ArborFi Advisors, LLC$122M AUM | 1.52% | $2M | 39.9K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 1.50% | $9M | 172.8K | Q4 2025OLDER |
| Curtis Advisory Group, LLC$464M AUM | 1.44% | $7M | 142.9K | Q1 2026OLDER |
| Aspen Wealth Strategies, LLC$187M AUM | 1.37% | $3M | 54.9K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 1.34% | $4M | 83.1K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 1.27% | $7M | 156.4K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 1.24% | $7M | 151.4K | Q1 2026OLDER |
| James Reed Financial Services, Inc.$116M AUM | 1.23% | $1M | 30.4K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 1.16% | $4M | 64.8K | Q2 2026 |
| Antonelli Financial Advisors, LLC$145M AUM | 1.14% | $2M | 35.5K | Q1 2026OLDER |
| Larry Mathis Financial Planning, LLC$124M AUM | 1.03% | $1M | 19.4K | Q2 2026 |
| Quadcap Wealth Management, LLC$879M AUM | 1.02% | $9M | 193.0K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 1.01% | $1M | 24.2K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 1.01% | $3M | 58.8K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 0.97% | $2M | 51.9K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.96% | $1M | 19.0K | Q2 2026 |
| Bravera Wealth$222M AUM | 0.93% | $2M | 44.2K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.91% | $1M | 30.2K | Q1 2026OLDER |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 0.82% | $3M | 68.5K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.81% | $4M | 77.2K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.76% | $4M | 79.0K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.76% | $14M | 302.9K | Q1 2026OLDER |
| Greenland Capital Management LP$787M AUM | 0.75% | $7M | 151.4K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.73% | $1.3B | 27.17M | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.73% | $2M | 31.3K | Q3 2025OLDER |
| Granite Group Advisors, LLC$165M AUM | 0.70% | $1M | 24.2K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.69% | $2M | 50.1K | Q1 2026OLDER |
| HMS Capital Management, LLC$259M AUM | 0.68% | $2M | 37.8K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.65% | $5M | 102.4K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.64% | $709,104 | 15.2K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.63% | $3M | 59.7K | Q1 2026OLDER |
| Clarendon Private LLC$130M AUM | 0.56% | $734,000 | 15.7K | Q1 2026OLDER |
| Bienville Capital Management, LLC$550M AUM | 0.56% | $3M | 66.1K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 0.56% | $584,355 | 12.5K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.55% | $3M | 71.4K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.54% | $1M | 17.5K | Q2 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.54% | $5M | 68.7K | Q2 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.53% | $1M | 21.9K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.52% | $3M | 46.4K | Q2 2026 |
| Mission Financial Group, LLC$108M AUM | 0.51% | $554,301 | 11.9K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.51% | $1M | 28.0K | Q3 2025OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.50% | $4M | 90.6K | Q1 2026OLDER |
| Fosun International Ltd$399M AUM | 0.49% | $2M | 41.7K | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.48% | $712,386 | 15.3K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.47% | $9M | 196.8K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 0.47% | $580,545 | 12.4K | Q2 2026 |
| WILLNER & HELLER, LLC$160M AUM | 0.45% | $714,312 | 10.9K | Q2 2026 |
| NOVEM GROUP$873M AUM | 0.44% | $4M | 81.9K | Q1 2026OLDER |
| NovaPoint Capital, LLC$399M AUM | 0.43% | $2M | 37.0K | Q1 2026OLDER |
| BOCHK Asset Management Ltd$483M AUM | 0.42% | $2M | 44.0K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.41% | $10M | 214.1K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.40% | $908,775 | 19.5K | Q1 2026OLDER |
| Hudson Portfolio Management LLC$119M AUM | 0.40% | $474,914 | 10.2K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.38% | $572,408 | 12.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.37% | $5M | 98.2K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 0.36% | $635,488 | 13.6K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.35% | $511,597 | 11.0K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.35% | $3M | 44.5K | Q2 2026 |
| Colonial River Investments, LLC$279M AUM | 0.35% | $966,023 | 20.7K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 0.34% | $586,361 | 12.6K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.34% | $6M | 127.0K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.33% | $2M | 36.9K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.33% | $3M | 58.4K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.32% | $490,702 | 10.5K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.32% | $626,957 | 13.4K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 0.30% | $854,014 | 18.3K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 0.29% | $1M | 25.3K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.29% | $447,640 | 9.6K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.29% | $352,359 | 7.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.29% | $22M | 481.1K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.28% | $407,926 | 8.7K | Q1 2026OLDER |
| Somerset Trust Co$354M AUM | 0.28% | $988,611 | 15.1K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.28% | $8M | 169.2K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.27% | $1M | 21.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.27% | $838,802 | 18.0K | Q1 2026OLDER |
| AAFMAA Wealth Management & Trust LLC$286M AUM | 0.27% | $767,440 | 11.7K | Q2 2026 |
| Essex LLC$566M AUM | 0.27% | $2M | 32.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.25% | $4M | 76.9K | Q1 2026OLDER |
| Sage Investment Advisers LLC$149M AUM | 0.25% | $371,287 | 5.7K | Q2 2026 |
| Kropog Financial Group, LLC$123M AUM | 0.25% | $320,247 | 6.3K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.25% | $893,424 | 18.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.24% | $269,675 | 4.1K | Q2 2026 |
| Core Wealth Partners LLC$235M AUM | 0.23% | $544,197 | 8.3K | Q2 2026 |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.23% | $2M | 34.6K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.23% | $490,735 | 10.5K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.22% | $4M | 69.0K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.21% | $2M | 131.0K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.21% | $1M | 28.8K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.21% | $2M | 39.2K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.21% | $3M | 61.1K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.21% | $319,291 | 6.8K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.20% | $1M | 24.3K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.20% | $794,417 | 17.0K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.20% | $414,243 | 8.9K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.20% | $607,923 | 13.0K | Q1 2026OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.20% | $286,850 | 6.1K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.19% | $385,331 | 8.3K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.19% | $521,024 | 11.2K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.19% | $774,726 | 16.6K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.19% | $666,978 | 13.1K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.19% | $2M | 52.3K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.18% | $2M | 35.1K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.18% | $583,720 | 11.5K | Q4 2025OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.18% | $281,006 | 6.0K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.18% | $593,329 | 9.0K | Q2 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.18% | $982,564 | 21.1K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.17% | $587,855 | 12.6K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.17% | $315,787 | 6.8K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.17% | $749,894 | 16.1K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.17% | $486,936 | 10.4K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.17% | $344,565 | 7.4K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.17% | $270,453 | 5.8K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.17% | $1M | 22.1K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.17% | $2M | 50.7K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.17% | $1M | 29.2K | Q1 2026OLDER |
| AtlasMark Financial, Inc$155M AUM | 0.17% | $258,928 | 5.1K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.16% | $215,059 | 3.3K | Q2 2026 |
| J2 Capital Management Inc$146M AUM | 0.16% | $220,885 | 4.3K | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.16% | $189,779 | 4.1K | Q1 2026OLDER |
| Center For Asset Management LLC$201M AUM | 0.16% | $315,841 | 6.8K | Q1 2026OLDER |
| Northern Financial Advisors Inc$137M AUM | 0.16% | $295,747 | 6.0K | Q3 2025OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.15% | $228,683 | 4.9K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.15% | $1M | 27.9K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.15% | $876,490 | 18.8K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.15% | $1M | 23.3K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.15% | $905,546 | 19.4K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.14% | $855,741 | 18.3K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 0.14% | $250,618 | 5.4K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.14% | $331,890 | 7.1K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.14% | $480,316 | 10.3K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.14% | $459,000 | 7.0K | Q2 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.14% | $2M | 43.4K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.14% | $311,680 | 6.7K | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.13% | $1M | 28.4K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.13% | $838,129 | 17.9K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.13% | $284,732 | 6.1K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.13% | $428,944 | 9.2K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.13% | $18M | 380.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.12% | $4M | 79.2K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.12% | $208,848 | 4.5K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.12% | $891,022 | 19.1K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.12% | $4M | 82.9K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.12% | $1M | 26.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.12% | $1M | 25.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.12% | $8M | 178.7K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.12% | $1M | 20.3K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.12% | $227,619 | 3.5K | Q2 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.12% | $292,048 | 6.3K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.11% | $2M | 43.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.11% | $2M | 33.7K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 0.11% | $735,136 | 15.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.11% | $6M | 134.7K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.11% | $1M | 23.0K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 0.11% | $263,639 | 5.6K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.10% | $656,960 | 14.1K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $27M | 587.8K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.10% | $411,205 | 8.8K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.10% | $6M | 135.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.10% | $2M | 52.7K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.09% | $406,120 | 8.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.09% | $854,530 | 18.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.09% | $1M | 26.3K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 0.09% | $206,104 | 4.1K | Q4 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.09% | $200,134 | 3.9K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.08% | $2M | 39.0K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 0.08% | $823,586 | 17.6K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.08% | $234,149 | 5.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.08% | $3M | 44.7K | Q2 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.08% | $1M | 17.5K | Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.08% | $1M | 23.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.08% | $2M | 37.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $22M | 462.1K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.08% | $73M | 1.56M | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.08% | $1M | 25.3K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.08% | $232,763 | 4.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.08% | $4M | 63.1K | Q2 2026 |
| ADVOCATE GROUP LLC$665M AUM | 0.08% | $490,362 | 10.5K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.08% | $916,553 | 19.6K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.08% | $339,953 | 5.2K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.07% | $2M | 43.1K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.07% | $812,478 | 17.4K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $578,961 | 12.4K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.07% | $405,535 | 6.2K | Q2 2026 |
| Range Financial Group LLC$298M AUM | 0.07% | $203,135 | 4.0K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $3M | 74.7K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.07% | $302,298 | 6.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $593,129 | 12.7K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.07% | $875,046 | 15.7K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.07% | $226,256 | 4.8K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.07% | $72,198 | 1.5K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.07% | $2M | 47.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.07% | $6M | 126.5K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.07% | $218,279 | 4.3K | Q4 2025OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.07% | $637,512 | 13.7K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.07% | $92,640 | 2.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.07% | $8M | 177.4K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.06% | $223,302 | 4.4K | Q4 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.06% | $208,592 | 3.2K | Q2 2026 |
| Westover Capital Advisors, LLC$543M AUM | 0.06% | $335,650 | 7.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.06% | $232M | 4.97M | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.06% | $362,206 | 7.8K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.06% | $275,353 | 5.9K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $286,454 | 5.6K | Q4 2025OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.06% | $256,685 | 5.5K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.06% | $209,780 | 4.2K | Q3 2025OLDER |
| WorthPointe, LLC$369M AUM | 0.06% | $211,182 | 4.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.06% | $5M | 97.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.06% | $800,442 | 12.2K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $18M | 383.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.05% | $796,467 | 17.1K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $234,312 | 4.6K | Q4 2025OLDER |
| Keel Point, LLC$1.5B AUM | 0.05% | $819,838 | 17.6K | Q2 2026 |
| Dorato Capital Management$135M AUM | 0.05% | $70,730 | 1.4K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.05% | $1M | 25.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.05% | $983,507 | 21.1K | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.05% | $18M | 383.1K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $298,688 | 6.4K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.05% | $67,162 | 1.4K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.05% | $25M | 528.9K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $964,359 | 20.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $80M | 1.72M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 224.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 57.8K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.05% | $253,885 | 3.9K | Q2 2026 |
| Tradewinds, LLC.$310M AUM | 0.05% | $202,067 | 4.0K | Q4 2025OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.05% | $517,532 | 7.9K | Q2 2026 |
| RDA Financial Network$459M AUM | 0.05% | $218,941 | 3.3K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $4M | 89.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $34M | 720.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $747,132 | 16.0K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.05% | $210,118 | 4.5K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.05% | $327,157 | 7.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.05% | $16M | 352.1K | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 0.05% | $315,303 | 6.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 101.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.05% | $1M | 30.1K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $348,002 | 7.0K | Q3 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.04% | $243,897 | 5.2K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.04% | $406,266 | 8.7K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.04% | $1M | 24.4K | Q1 2026OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.04% | $847,091 | 12.9K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 35.4K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $56,471 | 1.2K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.04% | $200,671 | 3.9K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.04% | $322,164 | 6.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $19M | 409.7K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.04% | $1M | 22.7K | Q2 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.04% | $133,438 | 2.9K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $259,589 | 5.1K | Q4 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.04% | $632,379 | 13.6K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $75,372 | 1.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $989,007 | 21.2K | Q2 2026 |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.04% | $299,345 | 5.9K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 21.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.04% | $348,666 | 7.1K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $21M | 441.2K | Q1 2026OLDER |
| SNS Financial Group, LLC$1.2B AUM | 0.04% | $420,125 | 9.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $24M | 516.3K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.04% | $3M | 65.8K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.03% | $96,118 | 1.5K | Q2 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $645,386 | 13.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.03% | $90M | 1.82M | Q3 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 26.6K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.03% | $77,285 | 1.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $6M | 121.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $3M | 60.4K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $308,093 | 4.7K | Q2 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.03% | $38,783 | 831 | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.03% | $1M | 28.7K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 38.9K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.03% | $286,974 | 6.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $654,547 | 14.0K | Q1 2026OLDER |
| B&D White Capital Company, LLC$809M AUM | 0.03% | $255,688 | 5.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $343,462 | 5.4K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $551,438 | 11.8K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.03% | $345,872 | 7.4K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.03% | $770,097 | 16.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $411M | 8.80M | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.03% | $39M | 826.4K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.03% | $129,510 | 2.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 27.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 22.2K | Q1 2026OLDER |
| Financial Advisory Corp$754M AUM | 0.03% | $215,989 | 3.3K | Q2 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.03% | $376,743 | 5.7K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $1M | 22.8K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.03% | $187M | 4.00M | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 85.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $1M | 32.0K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.03% | $434,432 | 9.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 35.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $592,782 | 12.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $978,138 | 21.0K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.03% | $247,444 | 5.3K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $638,066 | 13.7K | Q2 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.03% | $229,067 | 4.9K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.03% | $900,731 | 19.3K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.03% | $33,389 | 715 | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.03% | $41,350 | 886 | Q1 2026OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.03% | $162,412 | 3.5K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $431,414 | 9.2K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.02% | $376,627 | 8.1K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $299,345 | 5.9K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $2M | 33.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $644,274 | 13.8K | Q1 2026OLDER |
| Jackson Wealth Management, LLC$972M AUM | 0.02% | $228,000 | 4.9K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.02% | $227,003 | 4.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $381,221 | 8.2K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $411,641 | 8.8K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $412,368 | 8.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 39.4K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $856,467 | 18.4K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.02% | $464,060 | 7.1K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 64.8K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.02% | $267,033 | 4.1K | Q2 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $435,342 | 9.3K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.02% | $28,002 | 600 | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $279,105 | 4.3K | Q2 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $344,598 | 7.4K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $382,647 | 8.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $932,823 | 18.3K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $484,339 | 10.4K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.02% | $28,702 | 615 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $505,249 | 10.8K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $666,404 | 14.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $443,009 | 9.5K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.02% | $337,079 | 7.2K | Q2 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $267,064 | 5.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $954,831 | 20.5K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.02% | $37,176 | 797 | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.02% | $37,424 | 802 | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $262,685 | 5.2K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $826,853 | 17.7K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.02% | $291,595 | 6.2K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $289,647 | 4.4K | Q2 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.02% | $296,033 | 4.5K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.02% | $102,823 | 2.2K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.02% | $13M | 286.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $457,191 | 9.8K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $330,097 | 7.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $86,502 | 1.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $56M | 1.20M | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $447,657 | 9.6K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.02% | $200,524 | 3.9K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $798,477 | 17.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $532,783 | 11.4K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.02% | $537,766 | 8.2K | Q2 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $242,505 | 4.9K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $297,506 | 6.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 42.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 25.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $666,529 | 14.3K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.02% | $139,102 | 2.7K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $959,684 | 20.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $784,630 | 12.0K | Q2 2026 |
| STEPH & CO$351M AUM | 0.02% | $53,671 | 1.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 24.3K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.01% | $103,841 | 2.2K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $361,557 | 7.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $636,225 | 13.6K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.01% | $32,669 | 700 | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.01% | $276,240 | 5.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $245M | 4.82M | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $47,351 | 931 | Q4 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $276,660 | 5.9K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $288,092 | 5.8K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 27.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $5M | 99.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 58.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $15M | 323.0K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $186,680 | 4.0K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $402,015 | 8.6K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $686,230 | 11.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $185,933 | 4.0K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.01% | $263,424 | 4.0K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $71M | 1.51M | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $406,779 | 8.7K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $317,956 | 6.4K | Q3 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $405,283 | 8.7K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 41.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $12M | 254.6K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $428,011 | 9.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $450,739 | 9.7K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $57,684 | 1.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $229,414 | 4.9K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 22.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.01% | $186,167 | 4.0K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.01% | $60,484 | 1.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $384,094 | 8.2K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $303,774 | 4.6K | Q2 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $391,235 | 8.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 47.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $66M | 1.41M | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 0.01% | $210,357 | 4.1K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $382,247 | 5.8K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $624,457 | 12.3K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $973,054 | 19.1K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 34.2K | Q2 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $145,203 | 3.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $232,842 | 4.6K | Q4 2025OLDER |
| Copia Wealth Management$146M AUM | 0.01% | $15,494 | 332 | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $399,681 | 6.5K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.01% | $25,248 | 541 | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.01% | $262,320 | 5.7K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $251,979 | 5.1K | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $35,043 | 689 | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $848,134 | 18.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 38.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 38.3K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.01% | $32,669 | 700 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $67,215 | 1.4K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $334,811 | 7.2K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $290,308 | 5.7K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $558,256 | 12.0K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $54,137 | 1.2K | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.01% | $18,762 | 402 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $1M | 22.7K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $12,928 | 277 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 39.7K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $394,745 | 8.0K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $16M | 360.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $732,556 | 15.7K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $19,941 | 427 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $7M | 145.2K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $23,848 | 511 | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$637M AUM | 0.01% | $35,462 | 718 | Q3 2025OLDER |
| Avalon Trust Co$1.5B AUM | 0.01% | $111,128 | 2.3K | Q3 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $19,841 | 402 | Q3 2025OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $585,475 | 12.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $26M | 550.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 29.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 93.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $551,837 | 11.8K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $3M | 67.1K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $367,589 | 7.9K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $18,978 | 407 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $659,467 | 14.1K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $19,041 | 408 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $378,069 | 8.1K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $9,137 | 185 | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.01% | $22,887 | 450 | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $285,836 | 4.4K | Q2 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $240,569 | 5.2K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $110,990 | 2.4K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $53,437 | 1.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 86.6K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $10,172 | 200 | Q4 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $26,532 | 569 | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $5M | 100.4K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $160,171 | 3.4K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $636,831 | 13.6K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $21,842 | 468 | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.00% | $381,434 | 8.2K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $36,086 | 550 | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $101,321 | 2.2K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $461,893 | 9.9K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $328,070 | 7.0K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $133,018 | 2.6K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $527,191 | 11.3K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $346,525 | 7.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $68M | 1.51M | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $13,254 | 284 | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $297,130 | 6.4K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $355,722 | 7.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $686,049 | 14.7K | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.00% | $205,815 | 4.4K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $321,292 | 6.9K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.00% | $7,310 | 148 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 61.7K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $63,730 | 1.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $9M | 188.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $935,620 | 18.4K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $660,474 | 14.2K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $346,991 | 7.4K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $889,439 | 19.1K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $223,923 | 4.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $697,202 | 14.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 27.0K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $35,018 | 709 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.