GLOBAL X FDS
CUSIP 37954Y848
Global X Fds has 323 institutional holders in Filings Flow’s 13F database, together reporting 15.54M shares worth $1.4B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Jane Street Group, LLC, and Citadel Advisors LLC.
Institutional Holders
323
Q1 2026
Reported Value
$1.4B
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 |
|---|---|---|---|---|
| BFI Infinity Ltd.$178M AUM | 6.12% | $11M | 121.3K | Q1 2026OLDER |
| VMS Asset Management Limited$164M AUM | 3.55% | $6M | 64.6K | Q1 2026OLDER |
| Elite Wealth Management, Inc.$308M AUM | 3.11% | $10M | 106.4K | Q1 2026OLDER |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM | 2.43% | $6M | 63.9K | Q1 2026OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 2.34% | $3M | 38.7K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 2.27% | $29M | 327.4K | Q1 2026OLDER |
| Electrum Group LLC$1.1B AUM | 2.09% | $23M | 251.0K | Q1 2026OLDER |
| WIT Partners Advisory Pte. Ltd.$342M AUM | 2.01% | $7M | 76.5K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 1.98% | $3M | 36.8K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 1.96% | $21M | 247.2K | Q4 2025OLDER |
| Arlington Capital Management, Inc.$177M AUM | 1.91% | $3M | 37.2K | Q4 2025OLDER |
| WYNNEFIELD CAPITAL INC$148M AUM | 1.53% | $2M | 25.0K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 1.46% | $13M | 140.4K | Q1 2026OLDER |
| TORNO CAPITAL, LLC$725M AUM | 1.40% | $6M | 75.0K | Q4 2025OLDER |
| MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM | 1.36% | $18M | 200.2K | Q1 2026OLDER |
| GeoSphere Capital Management, LLC$229M AUM | 1.36% | $2M | 25.0K | Q3 2025OLDER |
| Kurv Investment Management LLC$173M AUM | 1.35% | $2M | 27.9K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 1.09% | $7M | 72.4K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.94% | $3M | 34.7K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.89% | $2M | 21.6K | Q2 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 0.89% | $4M | 39.2K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.86% | $5M | 56.1K | Q4 2025OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.85% | $1M | 14.9K | Q3 2025OLDER |
| Anson Capital, Inc.$146M AUM | 0.79% | $1M | 12.8K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.76% | $4M | 59.4K | Q3 2025OLDER |
| Encompass More Asset Management$597M AUM | 0.75% | $4M | 48.6K | Q4 2025OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.74% | $3M | 37.0K | Q2 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.74% | $68M | 753.0K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.71% | $868,608 | 10.4K | Q4 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.66% | $6M | 82.1K | Q3 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.60% | $5M | 55.6K | Q4 2025OLDER |
| Tradewinds, LLC.$310M AUM | 0.60% | $3M | 30.3K | Q4 2025OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.60% | $2M | 22.6K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.56% | $16M | 179.2K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 0.49% | $3M | 31.1K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.49% | $1M | 17.5K | Q2 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.46% | $867,188 | 10.4K | Q4 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.42% | $2M | 21.5K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.41% | $626,344 | 8.0K | Q2 2026 |
| RIA Advisory Group LLC$421M AUM | 0.36% | $2M | 17.0K | Q1 2026OLDER |
| BankChampaign, National Association$101M AUM | 0.36% | $367,154 | 1.3K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.32% | $808,891 | 9.7K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.31% | $4M | 45.8K | Q4 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.30% | $2M | 18.1K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.29% | $7M | 98.5K | Q3 2025OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.28% | $1M | 11.2K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.28% | $442,653 | 4.9K | Q1 2026OLDER |
| Guild Investment Management, Inc.$140M AUM | 0.26% | $360,320 | 4.0K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.26% | $3M | 29.5K | Q1 2026OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 0.25% | $269,790 | 3.0K | Q1 2026OLDER |
| Ion Asset Management Ltd.$911M AUM | 0.24% | $2M | 30.8K | Q3 2025OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.24% | $990,880 | 11.0K | Q1 2026OLDER |
| Robinson Value Management, Ltd.$180M AUM | 0.22% | $391,578 | 4.3K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.22% | $630,560 | 7.0K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.21% | $1M | 20.0K | Q3 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.20% | $43M | 600.2K | Q3 2025OLDER |
| ION Fund Management Ltd$707M AUM | 0.20% | $1M | 15.4K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.19% | $2M | 20.6K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.19% | $108M | 1.20M | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.19% | $357,008 | 4.6K | Q2 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC$319M AUM | 0.18% | $579,034 | 6.4K | Q1 2026OLDER |
| IvyRock Asset Management (HK) Ltd$178M AUM | 0.18% | $315,280 | 3.5K | Q1 2026OLDER |
| Three Cord True Wealth Management, LLC$180M AUM | 0.17% | $306,092 | 3.4K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.17% | $1M | 13.2K | Q1 2026OLDER |
| K.J. Harrison & Partners Inc$608M AUM | 0.16% | $976,197 | 10.8K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.16% | $1M | 14.0K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.15% | $4M | 48.3K | Q1 2026OLDER |
| Grand Central Investment Group$135M AUM | 0.15% | $207,184 | 2.3K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 0.14% | $1M | 12.9K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.14% | $863,738 | 9.8K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 0.14% | $250,168 | 2.8K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.14% | $234,834 | 3.0K | Q2 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.13% | $1M | 11.6K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.12% | $2M | 21.6K | Q3 2025OLDER |
| SFM, LLC$195M AUM | 0.12% | $234,471 | 3.0K | Q2 2026 |
| Midwest Financial Partners Investments, Inc.$189M AUM | 0.12% | $225,200 | 2.5K | Q1 2026OLDER |
| Ursa Fund Management, LLC$108M AUM | 0.12% | $3M | 33.8K | Q4 2025OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.12% | $2M | 18.5K | Q4 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.11% | $186,941 | 2.1K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.11% | $162,144 | 1.8K | Q1 2026OLDER |
| SPROTT INC.$3.4B AUM | 0.11% | $4M | 42.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.11% | $5M | 51.0K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.11% | $326,131 | 4.6K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.10% | $5M | 72.1K | Q3 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.10% | $2M | 21.0K | Q1 2026OLDER |
| MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM | 0.10% | $229,704 | 2.5K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.10% | $1M | 17.6K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 81.6K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.09% | $72M | 804.3K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.09% | $1M | 13.4K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.09% | $533,545 | 6.9K | Q2 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 0.08% | $766,226 | 10.7K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.08% | $4M | 47.0K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.08% | $367,707 | 4.1K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.08% | $397,991 | 4.4K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.08% | $2M | 19.0K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.08% | $1M | 11.3K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.08% | $222,192 | 2.5K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.07% | $460,305 | 5.1K | Q1 2026OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.07% | $15M | 164.3K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.07% | $488,685 | 5.4K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.07% | $81,703 | 907 | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.07% | $277,536 | 3.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $559,847 | 6.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.06% | $2M | 18.6K | Q1 2026OLDER |
| Diametric Capital, LP$385M AUM | 0.06% | $226,339 | 2.7K | Q4 2025OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.06% | $331,044 | 3.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.06% | $1M | 14.1K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 11.8K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.06% | $208,298 | 2.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.06% | $1M | 14.3K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.06% | $428,529 | 4.8K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.06% | $111,339 | 1.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $2M | 26.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.06% | $4M | 39.6K | Q1 2026OLDER |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.05% | $211,688 | 2.4K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.05% | $501,298 | 5.6K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.05% | $208,800 | 2.5K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $65M | 719.3K | Q1 2026OLDER |
| SIH Partners, LLLP$7.6B AUM | 0.05% | $4M | 41.8K | Q1 2026OLDER |
| AFFINITY WEALTH MANAGEMENT LLC$661M AUM | 0.05% | $343,723 | 4.1K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 23.1K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.05% | $216,904 | 2.6K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $396,687 | 4.8K | Q4 2025OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.05% | $1M | 15.9K | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.05% | $536,411 | 6.0K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.05% | $3M | 28.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 20.9K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.04% | $280,689 | 3.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $589,844 | 6.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 27.9K | Q4 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.04% | $503,097 | 5.6K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $652 | 7.8K | Q4 2025OLDER |
| Well Done, LLC$681M AUM | 0.04% | $262,003 | 3.1K | Q4 2025OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.04% | $218,042 | 3.0K | Q3 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.04% | $318,173 | 3.5K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.04% | $230,933 | 2.8K | Q4 2025OLDER |
| Trek Financial, LLC$1.9B AUM | 0.04% | $677,852 | 7.5K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.04% | $247,089 | 2.7K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.04% | $139,446 | 1.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $632,091 | 7.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.03% | $18M | 200.4K | Q1 2026OLDER |
| United Capital Management of KS, Inc.$660M AUM | 0.03% | $227,992 | 2.5K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $799,535 | 11.2K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.03% | $204M | 2.26M | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $965,591 | 10.7K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.03% | $27M | 296.7K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.03% | $3M | 33.8K | Q4 2025OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.03% | $495,440 | 5.5K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.03% | $405,360 | 4.5K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.03% | $5M | 53.1K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $229,704 | 2.5K | Q1 2026OLDER |
| Walleye Trading LLC$60.0B AUM | 0.03% | $18M | 196.3K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $19M | 208.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $749,770 | 8.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $32M | 352.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.03% | $259M | 2.87M | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.03% | $223M | 2.47M | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 49.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $5M | 50.1K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.03% | $202,410 | 2.2K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.03% | $81,522 | 905 | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.03% | $6M | 65.5K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 9.7K | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.03% | $4M | 51.2K | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.03% | $232,406 | 2.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $95M | 1.06M | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $895,936 | 9.9K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $237,184 | 3.1K | Q2 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.02% | $415,069 | 4.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 13.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 66.7K | Q1 2026OLDER |
| Caption Management, LLC$17.1B AUM | 0.02% | $3M | 39.3K | Q4 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.02% | $27,024 | 300 | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $207,731 | 2.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $6M | 65.9K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.02% | $250,815 | 3.2K | Q2 2026 |
| XML Financial, LLC$1.2B AUM | 0.02% | $261,232 | 2.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.02% | $54,048 | 600 | Q1 2026OLDER |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.02% | $225,200 | 2.5K | Q1 2026OLDER |
| BANQUE PICTET & CIE SA$14.2B AUM | 0.02% | $3M | 31.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.02% | $702,155 | 7.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 14.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 44.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 15.2K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $320,324 | 3.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $328,341 | 3.6K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $238,070 | 2.6K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.02% | $329,783 | 3.7K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $300,906 | 3.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $287,941 | 3.2K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.02% | $27M | 379.0K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $20,448 | 227 | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $413,557 | 4.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 149.6K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $35,131 | 390 | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.01% | $540,480 | 6.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 29.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $129,153 | 1.4K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.01% | $51,346 | 570 | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.01% | $27,024 | 300 | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.01% | $14,616 | 175 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 96.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $204,327 | 2.3K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $240,287 | 2.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $24,232 | 269 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $594,137 | 6.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $10M | 116.4K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $470,398 | 5.2K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $20,718 | 230 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 23.8K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $925,122 | 10.3K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $15M | 211.4K | Q3 2025OLDER |
| Maytree Asset Management Ltd$141M AUM | 0.01% | $15,133 | 168 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 38.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $152,969 | 1.6K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $45,040 | 500 | Q1 2026OLDER |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 0.01% | $72,064 | 800 | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $90,080 | 1.0K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $21M | 232.5K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.01% | $21,039 | 234 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $135,120 | 1.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $749,175 | 8.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $789,066 | 8.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $762,493 | 8.5K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $71,630 | 1.0K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $229,704 | 2.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $131,108 | 1.5K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $311,947 | 3.7K | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $527,540 | 5.9K | Q1 2026OLDER |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $225,869 | 2.5K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $3M | 38.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 135.3K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $219,525 | 2.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $608,425 | 8.5K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $82,603 | 917 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $17M | 191.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $585,250 | 6.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $122M | 1.47M | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $226,138 | 2.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $843,225 | 9.4K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.01% | $22,790 | 253 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 14.8K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $2M | 22.3K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $245,288 | 2.7K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $373,037 | 4.1K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $76,568 | 850 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $222,948 | 2.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $43M | 472.6K | Q1 2026OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.01% | $716,587 | 10.0K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $964,219 | 11.4K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.01% | $223,669 | 7.9K | Q2 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $341,096 | 4.1K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 36.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $31M | 345.8K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 45.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $765,060 | 8.5K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.01% | $30,519 | 394 | Q2 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $88,459 | 982 | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.01% | $15,133 | 168 | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.01% | $20,088 | 223 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $242,128 | 2.9K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $473,399 | 5.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $380,491 | 4.2K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $22,618 | 292 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $16M | 177.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 18.9K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $1M | 12.5K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $18,016 | 200 | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.00% | $1M | 13.5K | Q2 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $3M | 30.8K | Q1 2026OLDER |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $4,560 | 51 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 46.4K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.00% | $29,276 | 325 | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $16,845 | 187 | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $29,366 | 326 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $731,270 | 8.1K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $2M | 18.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $29,935 | 358 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $80,903 | 968 | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $254,543 | 2.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $397,381 | 4.3K | Q1 2026OLDER |
| Capula Management Ltd$14.1B AUM | 0.00% | $724,787 | 8.7K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $529,130 | 5.9K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.00% | $15,764 | 175 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $311,054 | 3.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $15M | 199.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $29M | 326.6K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $217,994 | 2.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $85,841 | 953 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $5,637 | 67 | Q4 2025OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $571,738 | 6.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $229,456 | 2.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $17,119 | 205 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $805,589 | 8.9K | Q2 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $1M | 15.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 26.7K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 21.8K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $3,783 | 42 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $77,844 | 864 | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $9,639 | 107 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $455,084 | 5.1K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $8,352 | 100 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $54,769 | 608 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $207,454 | 2.3K | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $250,590 | 3.0K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $258,996 | 3.1K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $478,486 | 5.7K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 46.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $11M | 117.2K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 20.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $8,860 | 95 | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $5,225 | 58 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $316,902 | 3.5K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $15,134 | 168 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $35,998 | 386 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $8M | 92.4K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $561,496 | 4.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $221,090 | 2.5K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $6,306 | 70 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 63.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $327,147 | 3.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $44,532 | 494 | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $2,338 | 28 | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $17,746 | 197 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $167,361 | 1.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 35.9K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $3M | 37.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 16.5K | Q4 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $11,614 | 150 | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $34,771 | 386 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $2M | 17.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 155.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 12.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 15.8K | Q1 2026OLDER |
| PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM | 0.00% | $130,616 | 1.4K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $34,951 | 388 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $175,505 | 1.9K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $9,008 | 100 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $9,683 | 125 | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $447,878 | 5.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $7,512 | 105 | Q3 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $2,792 | 31 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $283,762 | 3.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $12,161 | 135 | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $433,362 | 6.0K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $417,549 | 4.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $29,898 | 332 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $2M | 18.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $238,712 | 2.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $459,408 | 5.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $3,848 | 57 | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $367,526 | 4.1K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $9,008 | 100 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $27,024 | 300 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $12,251 | 136 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $55,309 | 614 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $55,940 | 621 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $12,946 | 155 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $220,390 | 2.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $20,899 | 232 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $3,758 | 45 | Q4 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $540,480 | 6.0K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $5,846 | 70 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $13,512 | 150 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,358 | 112 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $224,694 | 2.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $519,231 | 5.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 44.3K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $20,415 | 222 | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $17,907 | 250 | Q3 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $912 | 10 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $30,085 | 420 | Q3 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $432,384 | 4.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $727 | 8 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $186,466 | 2.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $20,358 | 226 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $485,638 | 5.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $1,253 | 15 | Q4 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $3,619 | 40 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $26,977 | 323 | Q4 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $215 | 3 | Q3 2025OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $387 | 5 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $13,692 | 152 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,351 | 15 | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $540 | 6 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,153 | 35 | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $104 | 1 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $459,360 | 5.5K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $96,478 | 1.1K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $1,348 | 16 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $668 | 8 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.