GLOBAL X FDS
CUSIP 37954Y293
Global X Fds has 336 institutional holders in Filings Flow’s 13F database, together reporting 31.03M shares worth $2.1B as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
336
Q1 2026
Reported Value
$2.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO$245M AUM | 9.97% | $24M | 330.6K | Q1 2026OLDER |
| Payne Capital Management, LLC$331M AUM | 9.36% | $31M | 418.2K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 5.64% | $10M | 129.3K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 5.08% | $50M | 673.2K | Q1 2026OLDER |
| Decker Wealth Management LLC$456M AUM | 4.90% | $22M | 369.0K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 4.83% | $17M | 224.9K | Q1 2026OLDER |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM | 4.15% | $8M | 105.8K | Q2 2026 |
| Curran Financial Partners, LLC$559M AUM | 4.09% | $23M | 309.2K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 3.55% | $5M | 73.6K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 2.75% | $5M | 74.2K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 2.18% | $10M | 136.6K | Q1 2026OLDER |
| SHARPEPOINT LLC$168M AUM | 1.41% | $2M | 32.1K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 1.35% | $3M | 39.7K | Q1 2026OLDER |
| Old Port Advisors$434M AUM | 1.34% | $6M | 78.8K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 1.32% | $5M | 71.3K | Q1 2026OLDER |
| Glassy Mountain Advisors, Inc.$322M AUM | 1.23% | $4M | 53.7K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.20% | $3M | 36.8K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 1.18% | $28M | 372.6K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 1.17% | $5M | 76.2K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 1.15% | $2M | 30.6K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 1.14% | $5M | 61.7K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.99% | $3M | 45.8K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.91% | $3M | 44.5K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 0.90% | $2M | 22.5K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.86% | $2M | 39.1K | Q3 2025OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.84% | $7M | 88.3K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.83% | $31M | 412.6K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.74% | $3M | 35.7K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.74% | $2M | 22.9K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.72% | $2M | 30.1K | Q1 2026OLDER |
| Essex LLC$566M AUM | 0.69% | $4M | 52.7K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.67% | $1M | 14.0K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.64% | $4M | 51.2K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.59% | $2M | 22.0K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.59% | $2M | 28.2K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.54% | $6M | 84.5K | Q1 2026OLDER |
| Stamos Capital Partners, L.P.$640M AUM | 0.53% | $3M | 45.6K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.53% | $960,185 | 13.0K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.51% | $9M | 120.5K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.51% | $1M | 19.5K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.51% | $740,287 | 10.0K | Q1 2026OLDER |
| Midwest Professional Planners, LTD.$425M AUM | 0.50% | $2M | 29.0K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.49% | $5M | 71.6K | Q2 2026 |
| Clear Trail Advisors, LLC$601M AUM | 0.49% | $3M | 39.8K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 0.49% | $972,945 | 13.2K | Q1 2026OLDER |
| Birch Capital Management, LLC$191M AUM | 0.49% | $931,052 | 12.6K | Q1 2026OLDER |
| Sageworth Trust Co of South Dakota$126M AUM | 0.49% | $613,480 | 8.3K | Q1 2026OLDER |
| Sunbeam Capital Management, LLC$175M AUM | 0.45% | $720,977 | 11.5K | Q3 2025OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.44% | $2M | 29.0K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.43% | $4M | 54.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.42% | $9M | 144.7K | Q4 2025OLDER |
| Tandem Financial, LLC$314M AUM | 0.37% | $1M | 15.9K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.36% | $2M | 24.2K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.35% | $2M | 24.2K | Q3 2025OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.34% | $3M | 37.3K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.33% | $2M | 23.2K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.32% | $3M | 33.9K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.30% | $3M | 45.5K | Q2 2026 |
| Seven Springs Wealth Group, LLC$432M AUM | 0.30% | $1M | 17.6K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.29% | $490,279 | 6.6K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.29% | $1M | 19.5K | Q2 2026 |
| Financial Partners Group, Inc$836M AUM | 0.29% | $2M | 32.7K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.29% | $3M | 37.0K | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 0.27% | $6M | 85.3K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.26% | $3M | 45.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.26% | $390,773 | 5.3K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.25% | $1M | 16.2K | Q3 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.25% | $12M | 155.9K | Q1 2026OLDER |
| Fielder Capital Group LLC$459M AUM | 0.23% | $1M | 14.1K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.22% | $4M | 56.7K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.22% | $4M | 52.0K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.22% | $3M | 41.1K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.22% | $431,091 | 5.8K | Q1 2026OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.21% | $618,885 | 8.4K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.21% | $3M | 44.7K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.20% | $2M | 31.4K | Q1 2026OLDER |
| Argent Advisors, Inc.$366M AUM | 0.19% | $698,068 | 9.4K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.19% | $291,471 | 3.9K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.19% | $8M | 113.6K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.18% | $478,318 | 6.5K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.18% | $4M | 59.9K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.18% | $656,491 | 10.8K | Q4 2025OLDER |
| Asset Allocation Strategies LLC$563M AUM | 0.17% | $943,697 | 12.8K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.17% | $3M | 39.8K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.16% | $671,524 | 9.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.16% | $1M | 19.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.16% | $10M | 132.9K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.15% | $9M | 121.8K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.14% | $824,192 | 13.9K | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.14% | $2M | 22.3K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.13% | $2M | 21.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.13% | $3M | 40.3K | Q1 2026OLDER |
| Verity & Verity, LLC$1.3B AUM | 0.13% | $2M | 23.5K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.13% | $291,195 | 3.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.13% | $4M | 70.5K | Q3 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.12% | $2M | 25.6K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.12% | $788,791 | 10.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.12% | $517,580 | 7.0K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.12% | $349,586 | 4.7K | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 0.12% | $442,531 | 6.0K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.12% | $709,824 | 9.6K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.12% | $560,317 | 7.6K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.12% | $931,800 | 12.6K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.11% | $2M | 27.1K | Q1 2026OLDER |
| Grandview Asset Management LLC$342M AUM | 0.11% | $370,260 | 5.0K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.11% | $2M | 32.2K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.10% | $214,594 | 3.4K | Q3 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.10% | $735,407 | 9.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.10% | $905,382 | 12.9K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.10% | $346,570 | 4.7K | Q2 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.10% | $249,626 | 4.1K | Q4 2025OLDER |
| Somerset Trust Co$354M AUM | 0.10% | $341,561 | 4.6K | Q2 2026 |
| Meramec Financial Planners, LLC$252M AUM | 0.10% | $240,093 | 3.4K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.09% | $928,042 | 12.6K | Q2 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $1M | 19.9K | Q3 2025OLDER |
| Cynosure Group, LLC$800M AUM | 0.08% | $638,472 | 8.6K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.08% | $283,410 | 3.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.08% | $14M | 183.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $8M | 111.2K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.07% | $1M | 18.7K | Q1 2026OLDER |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV$334M AUM | 0.07% | $247,116 | 3.3K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.07% | $105,734 | 1.4K | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 0.07% | $628,490 | 8.5K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.07% | $657,918 | 8.9K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.07% | $262,487 | 3.5K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.07% | $1M | 16.0K | Q2 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.07% | $3M | 34.3K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.06% | $562,091 | 7.6K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.06% | $209,012 | 3.3K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 42.0K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.06% | $1M | 17.4K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.06% | $352,546 | 4.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.06% | $3M | 52.4K | Q4 2025OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $762,913 | 10.3K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.05% | $261,270 | 3.5K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.05% | $203,335 | 2.8K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.05% | $57,603 | 782 | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $744,265 | 10.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $6M | 83.0K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $8M | 124.6K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.05% | $71,882 | 976 | Q2 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT$1.9B AUM | 0.05% | $908,427 | 12.3K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.04% | $3M | 38.5K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.04% | $200,747 | 2.7K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.04% | $369,901 | 5.0K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.04% | $414,064 | 5.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.04% | $366,003 | 5.0K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.04% | $9M | 128.0K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.04% | $29M | 398.3K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.04% | $248,603 | 3.4K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.04% | $651M | 10.75M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 21.0K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.04% | $475,435 | 6.4K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $1M | 17.8K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.03% | $2M | 25.6K | Q3 2025OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.03% | $257,913 | 3.5K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.03% | $111,575 | 1.5K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.03% | $605,412 | 8.2K | Q2 2026 |
| Field & Main Bank$344M AUM | 0.03% | $105,365 | 1.4K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 27.8K | Q3 2025OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.03% | $245,703 | 3.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $35M | 475.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.03% | $2M | 30.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $94M | 1.27M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $7M | 93.1K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 29.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $453,056 | 6.5K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.02% | $45M | 611.0K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.02% | $261,748 | 3.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $1M | 19.7K | Q3 2025OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.02% | $327,033 | 5.2K | Q3 2025OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.02% | $5M | 78.2K | Q4 2025OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.02% | $74,754 | 1.0K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $14M | 191.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.02% | $38M | 513.1K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.02% | $194,094 | 2.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $36,970 | 500 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $799,735 | 10.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 191.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $21M | 283.9K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.02% | $24,623 | 333 | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $291,758 | 4.0K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 17.2K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $286,275 | 4.7K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $986,850 | 13.3K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $79,116 | 1.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $231,727 | 3.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $12M | 159.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $192,611 | 2.6K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.02% | $143,802 | 1.9K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.02% | $726,182 | 11.6K | Q3 2025OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.02% | $776,001 | 10.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $12M | 159.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $14M | 189.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $15M | 196.7K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $627,442 | 8.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 189.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 71.1K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $539,207 | 7.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 57.0K | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $34,392 | 465 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 38.2K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.01% | $222,989 | 3.6K | Q3 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.01% | $217,662 | 2.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $173M | 2.33M | Q1 2026OLDER |
| Birch Hill Investment Advisors LLC$2.2B AUM | 0.01% | $270,936 | 3.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $60M | 809.7K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $557,508 | 7.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $234,981 | 3.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $35M | 467.4K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.01% | $740,278 | 9.9K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.01% | $333,762 | 5.5K | Q4 2025OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.01% | $214,705 | 2.9K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $269,955 | 3.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 36.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $786,130 | 10.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $13,309 | 180 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 25.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $257,913 | 3.5K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $209,480 | 2.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $139,229 | 1.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $815,776 | 11.0K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $125,420 | 2.0K | Q3 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $205,948 | 3.3K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $56M | 757.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $127,987 | 2.0K | Q3 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.01% | $12,348 | 167 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $135,203 | 2.2K | Q3 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.01% | $266,198 | 3.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $797,734 | 12.7K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 57.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $705,204 | 9.5K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $6M | 77.0K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 25.4K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $317,942 | 4.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $580,363 | 7.8K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $614,784 | 8.3K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.01% | $7,394 | 100 | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $13,337 | 180 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $4M | 57.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $29M | 391.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $36,970 | 500 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $23M | 317.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $467,296 | 6.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $262,339 | 3.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $384,931 | 5.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $3M | 46.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $162,151 | 2.2K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.01% | $53,311 | 721 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 14.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $737,922 | 10.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 15.5K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $857,926 | 11.6K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.01% | $6,729 | 91 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $702,948 | 9.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $30M | 408.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 35.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 59.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $332,001 | 4.5K | Q1 2026OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 0.00% | $205,331 | 2.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.00% | $262,303 | 3.6K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $697,245 | 11.5K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $5M | 66.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $294,965 | 4.0K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $384,488 | 5.2K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $258,333 | 3.5K | Q2 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.00% | $218,918 | 3.0K | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $31M | 415.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 39.4K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $36,748 | 497 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $22,921 | 310 | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $15,133 | 250 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $59,152 | 800 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $14,788 | 200 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 75.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 17.2K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $674,259 | 9.1K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $1M | 15.8K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $232,435 | 3.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 29.4K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $7,024 | 112 | Q3 2025OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $6M | 87.8K | Q3 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $8,059 | 109 | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $254,169 | 4.1K | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $25,805 | 349 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $230,619 | 3.1K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $4,125 | 56 | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 20.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $206,884 | 2.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $821,949 | 11.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $462,881 | 6.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $209,581 | 2.8K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $5,017 | 80 | Q3 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $29,132 | 394 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $24,770 | 335 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $424,489 | 5.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $29,391 | 405 | Q1 2026OLDER |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.00% | $244,002 | 3.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $30M | 398.0K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $294,549 | 4.7K | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $9,242 | 125 | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.00% | $6,489 | 107 | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $957,585 | 15.8K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 45.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $52,571 | 711 | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $14,197 | 192 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $71,944 | 973 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $11,091 | 150 | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $33,102 | 450 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $7,203 | 119 | Q4 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $13,014 | 176 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $311,710 | 5.0K | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $3,813 | 63 | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $7,098 | 96 | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $1,941 | 26 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $5,693 | 77 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $265,519 | 3.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $916,683 | 12.4K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $2,570 | 35 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $219,232 | 3.0K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $86,362 | 1.2K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $256,367 | 3.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $9,982 | 135 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $443,221 | 6.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $45,695 | 618 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $286,065 | 4.7K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $8,798 | 119 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $23,143 | 313 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $57,156 | 773 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $212,947 | 2.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $377,094 | 5.1K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $828,165 | 11.2K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.00% | $1,532 | 25 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $11,261 | 155 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $301,258 | 5.0K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $396,910 | 5.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $88,500 | 1.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $81,334 | 1.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $14,356 | 195 | Q2 2026 |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $3,935 | 65 | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $251,396 | 3.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 35.6K | Q1 2026OLDER |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $2,885 | 46 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 23.6K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $2,884 | 39 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $4,806 | 65 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,320 | 99 | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $12,866 | 174 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $165,330 | 2.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $6,064 | 82 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $398,167 | 5.4K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $14,599 | 199 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $297,444 | 4.9K | Q4 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $205,331 | 2.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $11,664 | 186 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $739,548 | 10.0K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,725 | 37 | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $10,426 | 141 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $605 | 10 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $19,705 | 327 | Q4 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $207,032 | 2.8K | Q1 2026OLDER |
| Grey Ledge Advisors, LLC$443M AUM | 0.00% | $238 | 3 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $337,832 | 4.6K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $710,228 | 9.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $6,655 | 90 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $80,594 | 1.1K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $296 | 4 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $22,321 | 302 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $102,037 | 1.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,503 | 47 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $1,257 | 17 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,215 | 57 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $10,721 | 145 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9,686 | 131 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $8,429 | 114 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $887 | 12 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.