GLOBAL X FDS
CUSIP 37960A529
Global X Fds has 601 institutional holders in Filings Flow’s 13F database, together reporting 69.39M shares worth $4.3B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Mirae Asset Global Etfs Holdings Ltd..
Institutional Holders
601
Q1 2026
Reported Value
$4.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sterling Manor Financial, LLC$160M AUM | 4.77% | $8M | 107.7K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 4.65% | $37M | 494.8K | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 4.17% | $11M | 152.3K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 3.95% | $8M | 119.0K | Q1 2026OLDER |
| Buttonwood Financial Group, LLC$163M AUM | 3.59% | $6M | 82.3K | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 3.31% | $3M | 47.3K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 3.18% | $7M | 96.1K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 3.13% | $6M | 101.9K | Q2 2026 |
| Bensler, LLC$969M AUM | 3.00% | $29M | 409.8K | Q1 2026OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 2.84% | $55M | 780.7K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 2.56% | $6M | 90.1K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 2.54% | $53M | 744.0K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 2.53% | $6M | 84.3K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 2.46% | $3M | 42.9K | Q2 2026 |
| Decker Wealth Management LLC$456M AUM | 2.45% | $11M | 172.2K | Q1 2026OLDER |
| TTP Investments, Inc.$247M AUM | 2.45% | $6M | 82.8K | Q1 2026OLDER |
| Portfolio Strategies, Inc.$811M AUM | 2.43% | $20M | 277.7K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 2.40% | $9M | 120.2K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 2.32% | $2M | 35.2K | Q1 2026OLDER |
| EQ LLC$355M AUM | 2.32% | $8M | 116.2K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 2.30% | $2M | 34.6K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 2.24% | $11M | 160.2K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 2.24% | $3M | 38.6K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 2.10% | $9M | 129.4K | Q1 2026OLDER |
| Virtus Family Office LLC$117M AUM | 2.09% | $2M | 34.5K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 2.05% | $3M | 36.9K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 2.01% | $6M | 98.6K | Q2 2026 |
| Kelly Financial Services LLC$467M AUM | 2.01% | $9M | 157.3K | Q2 2026 |
| Henshaw Capital LLC$2.7B AUM | 2.00% | $54M | 762.0K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 1.99% | $6M | 91.0K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 1.98% | $4M | 55.9K | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 1.95% | $2M | 33.6K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 1.92% | $17M | 243.5K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 1.86% | $10M | 170.3K | Q2 2026 |
| ArborFi Advisors, LLC$122M AUM | 1.82% | $2M | 31.4K | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 1.80% | $3M | 49.6K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 1.77% | $5M | 69.4K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 1.75% | $5M | 76.5K | Q1 2026OLDER |
| Stonebrook Private Inc.$470M AUM | 1.74% | $8M | 115.3K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 1.72% | $8M | 117.8K | Q1 2026OLDER |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.66% | $5M | 75.0K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.62% | $3M | 44.9K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 1.62% | $14M | 192.6K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 1.56% | $10M | 139.5K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 1.55% | $2M | 34.8K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 1.54% | $3M | 36.8K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 1.54% | $16M | 228.5K | Q1 2026OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 1.52% | $6M | 81.5K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 1.52% | $9M | 158.3K | Q2 2026 |
| Avid Wealth Partners LLC$212M AUM | 1.51% | $3M | 45.0K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 1.50% | $15M | 208.3K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 1.47% | $33M | 469.6K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 1.47% | $4M | 63.3K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 1.43% | $10M | 155.0K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 1.43% | $11M | 152.6K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 1.39% | $8M | 115.7K | Q1 2026OLDER |
| Pioneer Family Office, LLC$156M AUM | 1.37% | $2M | 30.1K | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 1.36% | $4M | 60.2K | Q1 2026OLDER |
| FORTEM FINANCIAL GROUP, LLC$399M AUM | 1.35% | $5M | 75.9K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.31% | $8M | 110.2K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 1.29% | $2M | 24.6K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 1.27% | $3M | 47.6K | Q2 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 1.26% | $1M | 19.1K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 1.23% | $9M | 124.5K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 1.21% | $2M | 27.6K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.20% | $15M | 214.0K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.20% | $1M | 20.2K | Q2 2026 |
| HERBST GROUP, LLC$183M AUM | 1.18% | $2M | 36.3K | Q2 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 1.14% | $3M | 49.9K | Q2 2026 |
| Lauer Wealth, LLC$126M AUM | 1.14% | $1M | 19.1K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 1.13% | $2M | 24.5K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.13% | $10M | 145.4K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 1.10% | $5M | 71.6K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 1.09% | $2M | 21.0K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.08% | $19M | 268.0K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.07% | $2M | 23.3K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 1.04% | $2M | 32.8K | Q2 2026 |
| Austin Private Wealth, LLC$1.3B AUM | 1.03% | $14M | 213.8K | Q4 2025OLDER |
| M1 Capital Management LLC$217M AUM | 1.02% | $2M | 31.1K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 1.01% | $2M | 24.1K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 0.97% | $2M | 23.0K | Q3 2025OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.96% | $4M | 54.9K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.96% | $2M | 32.9K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.95% | $8M | 108.1K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.91% | $13M | 179.8K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.88% | $14M | 193.6K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.87% | $2M | 33.4K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.84% | $24M | 343.5K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.84% | $3M | 37.5K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.83% | $1M | 16.5K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.83% | $2M | 25.4K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.83% | $2M | 33.6K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 0.83% | $2M | 28.3K | Q4 2025OLDER |
| Stokes Family Office, LLC$969M AUM | 0.83% | $8M | 113.0K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.81% | $7M | 113.0K | Q2 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.79% | $1M | 16.3K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.78% | $1M | 20.4K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.78% | $3M | 37.0K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.74% | $4M | 53.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.72% | $7M | 102.5K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.71% | $2M | 24.5K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.71% | $3M | 42.9K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.69% | $786,552 | 10.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.68% | $70M | 982.4K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 0.68% | $4M | 59.3K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.68% | $2M | 24.2K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.67% | $2M | 22.6K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.66% | $6M | 79.3K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.65% | $7M | 102.2K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.64% | $6M | 81.8K | Q2 2026 |
| Owen LaRue, LLC$261M AUM | 0.63% | $2M | 23.3K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.62% | $948,192 | 13.4K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.61% | $5M | 76.4K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.60% | $2M | 27.9K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.60% | $2M | 22.6K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.59% | $2M | 32.1K | Q1 2026OLDER |
| First International Bank of Israel Ltd.$340M AUM | 0.59% | $1M | 19.1K | Q4 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.59% | $6M | 79.0K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.59% | $4M | 58.7K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.59% | $2M | 26.3K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.58% | $3M | 49.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.57% | $5M | 66.8K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.57% | $4M | 63.0K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.54% | $5M | 66.6K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.54% | $810,450 | 11.4K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.53% | $3M | 48.5K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.52% | $597,292 | 8.4K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.52% | $2M | 27.7K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.52% | $1M | 20.0K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 0.51% | $3M | 36.2K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.51% | $7M | 105.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.50% | $9M | 122.6K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.49% | $9M | 129.7K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.49% | $3M | 36.1K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.49% | $1M | 19.7K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.49% | $911,854 | 12.9K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.49% | $1M | 16.5K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.49% | $3M | 37.3K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.48% | $882,100 | 12.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.48% | $21M | 292.2K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.48% | $2M | 33.2K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.48% | $2M | 29.2K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.47% | $448,843 | 6.3K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.46% | $6M | 80.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.44% | $59M | 839.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.43% | $15M | 214.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.43% | $6M | 78.9K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.42% | $1M | 22.7K | Q4 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.42% | $2M | 24.0K | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.42% | $669,656 | 9.5K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.39% | $2M | 32.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.38% | $283M | 4.04M | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.38% | $1M | 19.9K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.37% | $1M | 14.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.37% | $6M | 85.3K | Q2 2026 |
| Cassilly Financial Group LLC$115M AUM | 0.36% | $418,806 | 5.9K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.36% | $1M | 15.5K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.35% | $544,477 | 7.7K | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.34% | $788,520 | 11.1K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.34% | $504,735 | 7.1K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.33% | $555,684 | 7.8K | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.32% | $844,059 | 11.9K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.32% | $549,364 | 7.8K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.32% | $3M | 40.2K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.32% | $424,402 | 6.0K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.32% | $2M | 29.0K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.30% | $561,620 | 7.9K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.30% | $907,697 | 14.0K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.30% | $637,418 | 9.0K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.30% | $574,867 | 8.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.30% | $55M | 770.9K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.28% | $427,207 | 6.0K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.28% | $361,950 | 19.0K | Q2 2026 |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 0.28% | $4M | 49.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.28% | $1M | 16.9K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.28% | $1M | 19.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.27% | $15M | 213.8K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.27% | $3M | 52.7K | Q2 2026 |
| Kercheville Advisors, LLC$313M AUM | 0.27% | $899,072 | 12.8K | Q3 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.27% | $5M | 65.3K | Q1 2026OLDER |
| ETF Store, Inc.$103M AUM | 0.27% | $275,624 | 3.9K | Q1 2026OLDER |
| Alteri Wealth LLC$309M AUM | 0.27% | $824,256 | 11.6K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.27% | $1M | 22.0K | Q2 2026 |
| Brown Miller Wealth Management, LLC$397M AUM | 0.26% | $1M | 17.3K | Q2 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.26% | $2M | 31.8K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.26% | $2M | 30.5K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 0.25% | $740,563 | 10.5K | Q1 2026OLDER |
| Clearview Wealth Advisors LLC$158M AUM | 0.25% | $398,912 | 6.2K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.25% | $12M | 174.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.25% | $22M | 308.3K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.25% | $16M | 262.9K | Q2 2026 |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.24% | $10M | 147.4K | Q3 2025OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.24% | $1M | 16.4K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.24% | $3M | 46.8K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.24% | $2M | 32.2K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.23% | $317,394 | 5.3K | Q2 2026 |
| APS Management Group, Inc.$130M AUM | 0.23% | $297,840 | 5.0K | Q2 2026 |
| Family Office Research LLC$230M AUM | 0.22% | $510,548 | 7.1K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.22% | $729,652 | 10.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.22% | $21M | 330.7K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.22% | $1M | 19.0K | Q4 2025OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.22% | $421,290 | 5.9K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.21% | $1M | 15.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.21% | $21M | 298.9K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.20% | $956,028 | 13.5K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 0.20% | $414,727 | 5.9K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.20% | $639,378 | 10.0K | Q2 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.20% | $328,069 | 4.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.19% | $7M | 101.6K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.19% | $1M | 15.0K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.19% | $421,423 | 5.9K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.19% | $3M | 35.8K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.19% | $384,378 | 5.4K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.19% | $360,363 | 5.1K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.19% | $380,628 | 5.4K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.18% | $3M | 36.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.18% | $2M | 26.4K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.18% | $2M | 31.0K | Q2 2026 |
| Balefire, LLC$613M AUM | 0.18% | $1M | 18.7K | Q2 2026 |
| Intrepid Financial Planning Group LLC$248M AUM | 0.18% | $444,521 | 6.3K | Q1 2026OLDER |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.18% | $270,396 | 3.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.17% | $32M | 455.0K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 0.17% | $594,985 | 8.4K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.17% | $2M | 33.5K | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.17% | $578,554 | 8.2K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.17% | $457,925 | 6.5K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$177M AUM | 0.17% | $301,603 | 5.1K | Q2 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.17% | $742,616 | 10.5K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.17% | $3M | 44.8K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.17% | $243,265 | 3.4K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.16% | $3M | 39.9K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.16% | $918,507 | 13.0K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 0.16% | $2M | 22.0K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.16% | $231,091 | 3.9K | Q2 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 0.16% | $558,300 | 7.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.16% | $438,783 | 6.2K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.15% | $232,922 | 3.3K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.15% | $201,540 | 2.8K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.15% | $229,522 | 3.2K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.15% | $177,100 | 2.5K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.15% | $1M | 20.7K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.15% | $829,536 | 11.7K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.14% | $326,875 | 4.6K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.14% | $210,720 | 3.0K | Q3 2025OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.14% | $574,841 | 8.1K | Q1 2026OLDER |
| Sonoma Allocations LLC$322M AUM | 0.14% | $437,671 | 7.1K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.13% | $1M | 15.0K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.13% | $571,750 | 8.1K | Q1 2026OLDER |
| PeakShares LLC$109M AUM | 0.13% | $139,767 | 2.0K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.13% | $346,979 | 4.9K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.13% | $3M | 51.7K | Q3 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.13% | $4M | 67.5K | Q2 2026 |
| RDA Financial Network$459M AUM | 0.13% | $573,873 | 9.6K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.12% | $34M | 482.0K | Q2 2026 |
| NVWM, LLC$449M AUM | 0.12% | $541,572 | 7.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $15M | 210.1K | Q1 2026OLDER |
| David J Yvars Group$212M AUM | 0.12% | $251,418 | 4.2K | Q2 2026 |
| XY Planning Network, Inc.$626M AUM | 0.12% | $739,282 | 10.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.12% | $6M | 104.9K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.11% | $5M | 63.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.11% | $3M | 43.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.11% | $2M | 31.8K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.11% | $373,149 | 5.0K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.11% | $291,719 | 4.1K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.11% | $1M | 14.8K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.11% | $218,369 | 2.9K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.11% | $265,718 | 3.8K | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.11% | $1M | 20.0K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.11% | $296,253 | 4.2K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.11% | $1M | 17.8K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.10% | $297,847 | 4.4K | Q3 2025OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.10% | $886,249 | 12.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.10% | $1M | 16.1K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.10% | $158,186 | 2.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.10% | $2M | 24.6K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.10% | $365,907 | 5.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.10% | $2M | 25.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.09% | $352M | 4.97M | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 86.0K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.09% | $223,087 | 3.1K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.09% | $256,766 | 4.3K | Q2 2026 |
| Activest Wealth Management$569M AUM | 0.09% | $487,122 | 6.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.09% | $58M | 821.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.08% | $2M | 33.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.08% | $2M | 25.4K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.08% | $598,173 | 8.4K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.08% | $286,548 | 4.0K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.08% | $234,482 | 3.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.07% | $197M | 2.78M | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.07% | $204,630 | 3.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.07% | $1M | 18.9K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 23.2K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.07% | $8M | 111.3K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.07% | $6M | 87.3K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.07% | $101,809 | 1.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.07% | $867,660 | 12.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.07% | $893,329 | 12.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $748,141 | 10.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.06% | $5M | 74.4K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.06% | $543,061 | 7.7K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 84.3K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.06% | $399,600 | 5.6K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.06% | $554,961 | 7.8K | Q1 2026OLDER |
| Phoenix Financial Ltd.$10.5B AUM | 0.06% | $7M | 93.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.06% | $3M | 48.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $22M | 314.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $12M | 168.3K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.06% | $535,196 | 7.6K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.06% | $274,630 | 3.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 83.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.06% | $1M | 16.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.06% | $240,156 | 4.0K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.06% | $3M | 37.2K | Q1 2026OLDER |
| Straight Path Wealth Management$374M AUM | 0.05% | $205,436 | 2.9K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.05% | $215,637 | 3.1K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.05% | $2M | 27.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 59.6K | Q1 2026OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 0.05% | $200,746 | 2.9K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 22.0K | Q1 2026OLDER |
| L & S Advisors Inc$795M AUM | 0.05% | $418,806 | 5.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $11M | 157.8K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.05% | $1M | 17.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.05% | $678M | 9.58M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $46M | 654.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 29.0K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 0.05% | $216,770 | 3.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 29.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.05% | $883,594 | 12.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.05% | $4M | 55.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $2M | 32.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 24.8K | Q1 2026OLDER |
| Strategic Advisors LLC$602M AUM | 0.05% | $279,171 | 3.9K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.05% | $1M | 20.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $413,014 | 6.9K | Q2 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.05% | $8M | 110.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.05% | $415,759 | 5.9K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 17.8K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $304,116 | 4.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 15.5K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $56,176 | 793 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.04% | $281,802 | 4.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $4M | 49.9K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.04% | $154,331 | 2.2K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 14.4K | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.04% | $2M | 33.9K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $311,200 | 4.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $41M | 578.7K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $460,956 | 6.5K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.04% | $130,941 | 1.8K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.04% | $130,941 | 1.8K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.04% | $126,166 | 1.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $718,612 | 10.1K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.04% | $42,079 | 594 | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.04% | $850,443 | 12.0K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.03% | $225,980 | 3.2K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $619,475 | 8.7K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $430,631 | 6.1K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.03% | $113,328 | 1.9K | Q2 2026 |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.03% | $209,299 | 2.7K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.03% | $1M | 17.2K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.03% | $451,527 | 7.6K | Q2 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.03% | $475,124 | 6.7K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.03% | $287,327 | 4.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 16.4K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.03% | $2M | 29.0K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $599,932 | 8.5K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.03% | $290,798 | 4.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 14.5K | Q1 2026OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.03% | $2M | 30.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $513,946 | 7.3K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.03% | $2M | 32.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.03% | $21M | 302.0K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.03% | $530,946 | 7.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 23.0K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.03% | $2M | 24.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $45M | 640.0K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $463,046 | 6.5K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.03% | $128,858 | 1.8K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $477,947 | 6.4K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 0.02% | $209,686 | 3.0K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $242,469 | 3.5K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $423,639 | 6.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 70.0K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.02% | $343,327 | 4.8K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $354,200 | 5.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $78M | 1.10M | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.02% | $238,872 | 3.4K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $647,077 | 9.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $534,594 | 7.5K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $342,248 | 4.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $364,162 | 5.2K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $4M | 50.5K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 228.9K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.02% | $1M | 14.7K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.02% | $507,994 | 7.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.02% | $136,557 | 1.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 81.8K | Q1 2026OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.02% | $265,357 | 3.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $723,028 | 12.1K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 50.5K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $289,409 | 4.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $275,128 | 3.9K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.02% | $611,439 | 8.7K | Q3 2025OLDER |
| Financial Life Planners$130M AUM | 0.02% | $26,228 | 370 | Q1 2026OLDER |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.02% | $226,805 | 3.2K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $74M | 1.04M | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $276,630 | 3.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $494,676 | 7.0K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 16.4K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.02% | $332,219 | 5.5K | Q2 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.02% | $35,525 | 502 | Q1 2026OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.02% | $37,899 | 535 | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.02% | $283,956 | 4.0K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $453,616 | 6.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 25.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $257M | 3.77M | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.02% | $358,234 | 5.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $999,361 | 14.1K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $364,188 | 5.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $297,607 | 4.2K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $428,697 | 6.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $324,966 | 4.6K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $291,496 | 4.2K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $758,854 | 12.7K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $814,948 | 11.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $412,942 | 6.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $70,138 | 955 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $73,461 | 1.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 14.7K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $1M | 19.2K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $202,007 | 2.9K | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $555,701 | 7.8K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.01% | $42,923 | 719 | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $287,506 | 4.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 16.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $218,122 | 3.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $265,114 | 3.7K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 28.6K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $15M | 218.8K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.01% | $31,608 | 450 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $677,804 | 10.5K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 14.5K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 52.5K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.01% | $2M | 33.0K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.01% | $18,064 | 255 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $7M | 94.5K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $19,206 | 271 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $700,343 | 9.9K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.01% | $123,333 | 1.7K | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.01% | $94,926 | 1.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 82.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $173M | 2.67M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $58M | 817.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $564,362 | 8.5K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $420,294 | 5.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $3M | 38.6K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.01% | $8M | 105.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $75M | 1.06M | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $529,244 | 7.5K | Q2 2026 |
| Curi Capital, LLC$5.6B AUM | 0.01% | $515,720 | 7.3K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $688,211 | 9.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $42,599 | 601 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $58M | 814.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $124,549 | 1.7K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $25,502 | 360 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 58.2K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $668,800 | 9.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 20.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 91.2K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 33.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $357,733 | 5.0K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.01% | $42,143 | 570 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $216,416 | 3.1K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $479,374 | 6.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 53.9K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $364,306 | 5.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $6M | 98.3K | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $18,704 | 264 | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.01% | $31,288 | 524 | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 81.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $6 | 92 | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $590,451 | 8.3K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.01% | $13,036 | 184 | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.01% | $4M | 61.1K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.01% | $6,092 | 86 | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $237,818 | 3.4K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $289,417 | 4.5K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $18,400 | 284 | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $317,406 | 4.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $160,311 | 2.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 16.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $310,711 | 4.4K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $13,672 | 193 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $95,378 | 1.3K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.00% | $14,097 | 199 | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $13,705 | 193 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.00% | $2M | 25.8K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $53,130 | 750 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $14M | 198.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $189,143 | 2.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.