GLOBAL X FDS
CUSIP 37954Y715
Global X Fds has 438 institutional holders in Filings Flow’s 13F database, together reporting 33.23M shares worth $1.1B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
438
Q1 2026
Reported Value
$1.1B
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 |
|---|---|---|---|---|
| TPG Financial Advisors, LLC$307M AUM | 2.36% | $7M | 218.5K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 2.01% | $2M | 25.5K | Q4 2025OLDER |
| Sage Capital Management, LLC$213M AUM | 1.47% | $3M | 94.4K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 1.25% | $7M | 215.2K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 1.18% | $3M | 98.8K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 1.00% | $12M | 373.4K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.97% | $1M | 32.6K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 0.91% | $1M | 35.1K | Q1 2026OLDER |
| APS Management Group, Inc.$130M AUM | 0.86% | $1M | 29.7K | Q2 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.86% | $7M | 182.8K | Q2 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.75% | $4M | 124.5K | Q1 2026OLDER |
| Koa Wealth Management, LLC$138M AUM | 0.59% | $815,219 | 24.5K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.55% | $1M | 41.4K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.55% | $4M | 96.6K | Q4 2025OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.47% | $775,067 | 21.9K | Q3 2025OLDER |
| Castleview Partners, LLC$195M AUM | 0.47% | $944,262 | 26.1K | Q4 2025OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.46% | $1M | 44.3K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.45% | $691,142 | 20.8K | Q1 2026OLDER |
| Arta Finance Wealth Management LLC$202M AUM | 0.45% | $917,736 | 27.6K | Q1 2026OLDER |
| Henson-Edgewater Management, LLC$157M AUM | 0.44% | $685,329 | 20.6K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.43% | $3M | 50.8K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.40% | $1M | 42.8K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.39% | $876,018 | 26.4K | Q1 2026OLDER |
| Alpha Wealth Funds, LLC$149M AUM | 0.37% | $593,303 | 16.4K | Q4 2025OLDER |
| Phoenix Wealth Advisors$253M AUM | 0.35% | $891,392 | 26.8K | Q1 2026OLDER |
| Estate Planners Group, LLC$208M AUM | 0.35% | $726,139 | 21.9K | Q1 2026OLDER |
| Sun Group Wealth Partners$127M AUM | 0.33% | $418,864 | 12.6K | Q1 2026OLDER |
| Mission Hills Financial Advisory, LLC$195M AUM | 0.32% | $633,807 | 19.1K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.29% | $975,309 | 25.7K | Q2 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.29% | $5M | 130.4K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.26% | $290,609 | 8.7K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.26% | $2M | 40.4K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.25% | $593,882 | 16.4K | Q4 2025OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.25% | $703,932 | 21.2K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.25% | $945,365 | 26.7K | Q3 2025OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.24% | $7M | 196.0K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.23% | $335,522 | 10.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.22% | $13M | 377.8K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 0.21% | $300,973 | 9.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.21% | $723,105 | 20.0K | Q4 2025OLDER |
| Alteri Wealth LLC$309M AUM | 0.20% | $603,659 | 18.2K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.18% | $233,200 | 6.6K | Q3 2025OLDER |
| COFG Advisors, LLC$404M AUM | 0.18% | $729,627 | 22.0K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 0.18% | $1M | 43.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.18% | $4M | 112.2K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.18% | $489,950 | 12.3K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.17% | $422,607 | 11.1K | Q2 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.16% | $525,625 | 14.5K | Q4 2025OLDER |
| Advantage Trust Co$223M AUM | 0.15% | $344,691 | 10.4K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.15% | $223,205 | 6.7K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.14% | $559,026 | 16.8K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 0.14% | $306,753 | 9.2K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.14% | $217,358 | 6.5K | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.14% | $231,169 | 6.5K | Q3 2025OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.13% | $217,452 | 6.5K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 0.13% | $204,203 | 6.1K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 0.12% | $339,841 | 10.2K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.11% | $398,375 | 10.5K | Q2 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.11% | $451,729 | 13.6K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.11% | $529,626 | 15.9K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.11% | $509,437 | 15.3K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.10% | $457,623 | 13.8K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 0.10% | $225,888 | 6.8K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.10% | $8M | 225.8K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.09% | $792,824 | 23.9K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.09% | $4M | 108.0K | Q4 2025OLDER |
| CGC Financial Services, LLC$346M AUM | 0.09% | $326,553 | 9.8K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.09% | $536,649 | 16.2K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 0.09% | $434,650 | 13.1K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.09% | $230,032 | 6.9K | Q1 2026OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.09% | $652,140 | 18.0K | Q4 2025OLDER |
| BCS Wealth Management$490M AUM | 0.08% | $400,566 | 12.1K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.08% | $577,640 | 17.4K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.08% | $99,660 | 3.0K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.08% | $5M | 143.8K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.08% | $232,540 | 7.0K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.08% | $580,819 | 17.5K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.08% | $213,880 | 6.4K | Q1 2026OLDER |
| Quantum Financial Planning Services, Inc.$278M AUM | 0.07% | $204,967 | 6.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.06% | $1M | 38.4K | Q4 2025OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.06% | $142,680 | 4.3K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.06% | $212,163 | 5.9K | Q4 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.06% | $221,997 | 6.7K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.06% | $179,454 | 5.4K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.06% | $4M | 114.7K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.06% | $4M | 113.5K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.06% | $691,389 | 18.2K | Q2 2026 |
| E&G Advisors, LP$449M AUM | 0.06% | $267,720 | 8.1K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.06% | $293,167 | 8.8K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.06% | $511,854 | 15.4K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.06% | $652,075 | 19.6K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.06% | $346,584 | 10.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $738,396 | 22.2K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.05% | $70,895 | 2.0K | Q3 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.05% | $511,787 | 15.4K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.05% | $1M | 36.7K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.05% | $472,721 | 14.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.05% | $2M | 55.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.05% | $206,114 | 6.2K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.05% | $1M | 34.3K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.05% | $732,981 | 22.1K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.05% | $12M | 359.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $411,828 | 12.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $15M | 464.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.05% | $230,115 | 6.9K | Q1 2026OLDER |
| Hancock Prospecting Pty Ltd$3.3B AUM | 0.05% | $2M | 45.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.05% | $600,535 | 18.1K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.04% | $663,532 | 20.0K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.04% | $318,879 | 9.6K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$665M AUM | 0.04% | $284,596 | 8.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.04% | $2M | 61.9K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 33.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.04% | $2M | 53.1K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.04% | $538,913 | 15.2K | Q3 2025OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.04% | $268,464 | 7.4K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.04% | $3M | 92.8K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.04% | $306,388 | 9.2K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.04% | $367,480 | 11.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $27M | 815.0K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.04% | $163,767 | 4.9K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.04% | $260,856 | 7.2K | Q4 2025OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.04% | $477,918 | 14.4K | Q1 2026OLDER |
| James J. Burns & Company, LLC$737M AUM | 0.04% | $263,595 | 7.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.04% | $41,628 | 1.1K | Q4 2025OLDER |
| CFG Wealth Management Services, Inc.$110M AUM | 0.04% | $39,034 | 1.2K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.04% | $212,120 | 6.4K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.03% | $273,392 | 7.5K | Q4 2025OLDER |
| CFO4Life Group, LLC$656M AUM | 0.03% | $224,337 | 6.8K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.03% | $1M | 30.1K | Q4 2025OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.03% | $400,855 | 11.3K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 43.0K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $450,551 | 13.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $557,668 | 15.7K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.03% | $2M | 65.3K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $864,351 | 26.0K | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.03% | $332,200 | 10.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.03% | $84,944 | 2.6K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.03% | $295,269 | 8.9K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.03% | $206,272 | 6.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 79.2K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.03% | $294,115 | 8.9K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.03% | $68,267 | 2.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 118.1K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.03% | $53,185 | 1.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $764,492 | 23.0K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.03% | $579,324 | 17.4K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.03% | $57,764 | 1.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $689,709 | 20.8K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 205.0K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.03% | $141,330 | 4.0K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $985,586 | 29.7K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.02% | $99,660 | 3.0K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $36,841 | 1.1K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $79,864 | 2.1K | Q2 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $32,556 | 980 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $1M | 30.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $1M | 32.8K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $412,222 | 12.4K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.02% | $91,355 | 2.8K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $244,147 | 7.3K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $481,004 | 14.5K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $283,782 | 7.8K | Q4 2025OLDER |
| Certified Advisory Corp$1.2B AUM | 0.02% | $235,781 | 7.1K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.02% | $4M | 107.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $490,161 | 14.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $79M | 2.37M | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.02% | $10M | 286.5K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $314,240 | 9.5K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.02% | $45,528 | 1.2K | Q2 2026 |
| Bramshill Investments, LLC$1.2B AUM | 0.02% | $232,540 | 7.0K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.02% | $182,444 | 5.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 37.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 27.2K | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $620,548 | 18.7K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.02% | $86,567 | 2.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $33,220 | 1.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 41.3K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.02% | $37,038 | 1.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 101.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $2M | 48.1K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $689,266 | 18.2K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $676,604 | 16.6K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $977,288 | 29.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 44.3K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $122,914 | 3.7K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.02% | $580,975 | 15.3K | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $6M | 183.8K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $243,449 | 7.3K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $554,010 | 16.7K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $799,000 | 24.1K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $212,698 | 6.4K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.02% | $6M | 170.2K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 175.1K | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.02% | $33,220 | 1.0K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $203,965 | 5.4K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $298,438 | 8.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 445.2K | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.02% | $22,137 | 611 | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $332,159 | 10.0K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $416,711 | 12.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.02% | $647,819 | 19.5K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.02% | $60,195 | 1.8K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $328,726 | 9.9K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $3M | 95.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $200,746 | 5.7K | Q3 2025OLDER |
| Quattro Advisors LLC$115M AUM | 0.01% | $17,578 | 485 | Q4 2025OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.01% | $237,063 | 6.7K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $846,878 | 25.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 68.1K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $214,911 | 6.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $26,326 | 792 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $179M | 5.39M | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $60,991 | 1.8K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $43,766 | 1.2K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $67M | 2.02M | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $257,507 | 7.8K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.01% | $92,152 | 2.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $468,535 | 14.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $5M | 138.1K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 100.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $8M | 254.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.01% | $205,037 | 6.1K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $367,846 | 10.0K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $89,199 | 2.5K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $273,544 | 8.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 31.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $484,820 | 14.6K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $463,220 | 13.9K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $19,301 | 581 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 222.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $35M | 1.06M | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 63.9K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $1M | 40.5K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $36,382 | 1.1K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $36,382 | 1.1K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $395,902 | 10.4K | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $93,515 | 2.8K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $234,838 | 6.4K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $11M | 334.3K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $13,287 | 1.4K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $222,029 | 6.7K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.01% | $21,927 | 660 | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.01% | $32,824 | 928 | Q3 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $340,505 | 10.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $45,952 | 1.4K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.01% | $10,615 | 293 | Q4 2025OLDER |
| JB Capital LLC$2.5B AUM | 0.01% | $228,625 | 6.3K | Q4 2025OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $24,882 | 749 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $329,210 | 9.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $266,915 | 8.0K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $24,426 | 735 | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $771,142 | 23.2K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.01% | $43,252 | 1.1K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $48,219 | 1.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $902,250 | 26.6K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.01% | $16,726 | 503 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $540,992 | 16.3K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.01% | $30,950 | 854 | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $117,766 | 3.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $433,731 | 13.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $130M | 3.59M | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $247,390 | 7.4K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $4M | 114.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $18M | 535.6K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $19,932 | 600 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $283,608 | 7.8K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 60.3K | Q2 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $17,440 | 525 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $12M | 355.8K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $560,187 | 16.9K | Q1 2026OLDER |
| CrossGen Wealth, LLC$114M AUM | 0.01% | $7,574 | 228 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $19,242 | 579 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $11M | 323.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $212,462 | 6.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $512,164 | 15.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $43M | 1.30M | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 40.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $991,336 | 29.8K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $19,202 | 578 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $514,021 | 15.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $88,961 | 2.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $307,883 | 8.1K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $99,610 | 3.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $490,759 | 14.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $6M | 194.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $358,552 | 10.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $411,372 | 11.2K | Q2 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.01% | $10,629 | 300 | Q4 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $356,744 | 10.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $10,021 | 302 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $16M | 484.3K | Q1 2026OLDER |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.01% | $7,126 | 214 | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.01% | $9,235 | 278 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $346,865 | 10.4K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $146,959 | 4.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 147.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $99,696 | 3.0K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $7,769 | 234 | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.01% | $9,688 | 250 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $41,027 | 1.2K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $650,979 | 19.6K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $419,392 | 11.8K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $325,853 | 9.8K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $13,487 | 406 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $11,086 | 306 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $599,386 | 18.0K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $63,650 | 1.9K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.00% | $20,538 | 618 | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $13,952 | 420 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $208,788 | 6.3K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 60.3K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 70.8K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $325,979 | 9.8K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $343,251 | 10.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 109.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $539,506 | 16.2K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $971,496 | 29.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 108.0K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $219,252 | 6.6K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $27,274 | 821 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 247.3K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $5,145 | 142 | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $209,350 | 6.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $11,527 | 347 | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $257,355 | 7.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $719,629 | 21.7K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $52,205 | 1.4K | Q2 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $15M | 451.2K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $343,895 | 9.5K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.00% | $9,979 | 282 | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $14,118 | 425 | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $7,674 | 231 | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $318,870 | 9.0K | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $37,940 | 1.0K | Q2 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $733,730 | 22.1K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $253,801 | 7.6K | Q1 2026OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $7,246 | 200 | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.00% | $3,623 | 100 | Q4 2025OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $7,967 | 225 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 78.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $17M | 517.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $353,263 | 10.6K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.00% | $10,688 | 295 | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $11,561 | 348 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 42.6K | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $420,731 | 12.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $120,864 | 3.6K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $9,833 | 296 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 299.1K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.00% | $6,879 | 207 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $149,327 | 4.1K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $208,685 | 5.8K | Q4 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $179,654 | 5.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $11M | 334.2K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $321,591 | 9.7K | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.00% | $2,658 | 80 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 111.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $81,889 | 2.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $492,918 | 14.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $244,369 | 6.7K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $15M | 437.9K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $12,397 | 373 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $14,994 | 414 | Q4 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $13,367 | 352 | Q2 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $217,682 | 6.1K | Q3 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 42.2K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $8,135 | 225 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $13,288 | 400 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $33,220 | 1.0K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $13,156 | 396 | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.00% | $11,195 | 337 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $54,895 | 1.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $153,520 | 4.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $3M | 77.5K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $14,923 | 240 | Q4 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $24,915 | 750 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,963 | 83 | Q3 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $358,173 | 10.8K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 32.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $339,146 | 8.9K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26M | 800.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $18,189 | 471 | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $2,391 | 66 | Q4 2025OLDER |
| CNB Bank$238M AUM | 0.00% | $3,721 | 112 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $334,296 | 10.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $16,449 | 495 | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $36,044 | 1.1K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $22,850 | 688 | Q2 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $1,994 | 60 | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $6,070 | 160 | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $251,523 | 7.6K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $28,303 | 852 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $324,077 | 8.9K | Q4 2025OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.00% | $2,675 | 81 | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $1,628 | 49 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $973,346 | 29.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $69,075 | 2.1K | Q2 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $11,561 | 348 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $23,254 | 700 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $11M | 322.7K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $10,734 | 323 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $683,081 | 20.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $2M | 59.3K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.00% | $2,481 | 70 | Q3 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $10,963 | 330 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $238,798 | 6.7K | Q3 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $4,418 | 133 | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $4,386 | 132 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $820,674 | 24.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $6,644 | 200 | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $1,761 | 53 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $51,110 | 1.5K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $5,616 | 169 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $644,931 | 19.4K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $489,105 | 13.5K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $13,830 | 416 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $3M | 78.9K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $180,517 | 5.4K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $29,865 | 899 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $29,138 | 768 | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $20,741 | 624 | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $3,654 | 110 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $17,252 | 509 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $12,491 | 376 | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.00% | $2,962 | 84 | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $207,852 | 5.7K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $231,220 | 6.4K | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $7,019 | 185 | Q2 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $75,163 | 2.3K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.00% | $1,014 | 31 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $15,348 | 462 | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $1,772 | 50 | Q3 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $6,843 | 206 | Q1 2026OLDER |
| Accordant Advisory Group Inc$161M AUM | 0.00% | $997 | 30 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $337,016 | 10.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $107,799 | 3.2K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $189,190 | 5.6K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.00% | $1,005 | 30 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $328,575 | 9.1K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $325,784 | 9.8K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $1,000 | 19 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $128,156 | 3.9K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $44,714 | 1.3K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $12,790 | 385 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $331,408 | 10.0K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $444,090 | 12.5K | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $952,351 | 28.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $889 | 25.1K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $45,412 | 1.4K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $1,434 | 43 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $323,254 | 9.7K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $591,273 | 16.9K | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,322 | 100 | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $33,220 | 1.0K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $997 | 30 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $10,464 | 315 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $5,685 | 171 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $229,218 | 6.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $64,015 | 1.9K | Q1 2026OLDER |
| NATIXIS$28.0B AUM | 0.00% | $97,065 | 3.0K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $180,860 | 5.0K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $219,252 | 6.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $230,911 | 7.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 67.9K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $78,551 | 2.4K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $801 | 24 | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $220,516 | 6.2K | Q3 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $11,461 | 345 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $32,190 | 969 | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $4,982 | 150 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $98,830 | 3.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 36.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $19,135 | 576 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $335,389 | 10.1K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $1,812 | 50 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,334 | 92 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $319,900 | 10.0K | Q2 2026 |
| Perkins Coie Trust Co$603M AUM | 0.00% | $566 | 16 | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $2,990 | 90 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $4,352 | 131 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $1,129 | 34 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,905 | 82 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $14,517 | 437 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $405 | 12 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $380 | 10 | Q2 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $664 | 20 | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $266 | 8 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $725 | 20 | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $667 | 20 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $41,890 | 1.3K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,960 | 59 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $582,205 | 17.5K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $292 | 8 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $121,552 | 3.7K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $71 | 2 | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $165 | 5 | Q4 2025OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $100 | 3 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $468,348 | 14.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $28,868 | 869 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $465 | 14 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.