GOLDMAN SACHS ETF TR
CUSIP 381430438
Goldman Sachs Etf Tr has 181 institutional holders in Filings Flow’s 13F database, together reporting 789.7K shares worth $71M as of Q2 2026. The largest reported holders are Integrated Wealth Concepts LLC, Members Trust Co, and Morgan Stanley.
Institutional Holders
181
Q2 2026
Reported Value
$999M
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 |
|---|---|---|---|---|
| MTC Wealth Management LLC$211M AUM | 4.00% | $8M | 99.6K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 3.82% | $9M | 104.9K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 3.76% | $36M | 428.8K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 3.06% | $92M | 1.09M | Q1 2026OLDER |
| Wilkins Miller Wealth Management, LLC$165M AUM | 3.00% | $5M | 58.5K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 2.49% | $16M | 190.3K | Q1 2026OLDER |
| HANSEATIC MANAGEMENT SERVICES INC$104M AUM | 2.15% | $2M | 26.5K | Q1 2026OLDER |
| Nautilus Advisors LLC$146M AUM | 1.61% | $2M | 27.8K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 1.58% | $25M | 296.6K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 1.50% | $13M | 151.6K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 1.42% | $12M | 126.9K | Q2 2026 |
| Vantage Financial Partners, LLC$493M AUM | 1.30% | $6M | 75.4K | Q4 2025OLDER |
| Miller Capital Partners, Inc.$208M AUM | 1.29% | $3M | 31.8K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 1.25% | $8M | 100.0K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 1.17% | $6M | 70.3K | Q1 2026OLDER |
| CROBAN$213M AUM | 1.06% | $2M | 26.5K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.95% | $2M | 22.6K | Q2 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.95% | $8M | 88.8K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.81% | $102M | 1.20M | Q1 2026OLDER |
| Sound Financial Strategies Group, LLC$147M AUM | 0.61% | $890,708 | 10.5K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.58% | $7M | 87.7K | Q3 2025OLDER |
| Westshore Wealth, LLC$285M AUM | 0.58% | $2M | 19.5K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.56% | $1M | 16.8K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.51% | $904,924 | 10.6K | Q3 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.50% | $4M | 47.8K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.48% | $506,605 | 6.0K | Q1 2026OLDER |
| Barnett & Company, Inc.$129M AUM | 0.44% | $568,492 | 6.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.43% | $15M | 155.0K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.38% | $19M | 219.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.36% | $46M | 543.3K | Q1 2026OLDER |
| Paragon Capital Management LLC$202M AUM | 0.35% | $703,355 | 8.3K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.33% | $792,333 | 9.4K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 0.32% | $740,521 | 8.7K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 0.30% | $2M | 21.9K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.30% | $506,267 | 6.0K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.29% | $628,569 | 7.4K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.28% | $1M | 15.9K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 0.28% | $5M | 57.8K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.27% | $5M | 59.0K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.27% | $4M | 46.1K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.25% | $4M | 47.5K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.23% | $861,670 | 10.1K | Q4 2025OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.22% | $2M | 19.4K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.22% | $5M | 56.5K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.21% | $1M | 16.6K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.21% | $493,906 | 5.8K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.21% | $460,889 | 5.4K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.21% | $575,230 | 6.1K | Q2 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.21% | $3M | 37.5K | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.20% | $765,264 | 9.0K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.19% | $248,957 | 2.6K | Q2 2026 |
| Accelerate Investment Advisors LLC$150M AUM | 0.19% | $285,279 | 3.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.18% | $19M | 221.0K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.18% | $3M | 34.9K | Q3 2025OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.17% | $462,797 | 5.5K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.16% | $7M | 77.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.15% | $4M | 48.5K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.15% | $13M | 156.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.14% | $8M | 90.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.14% | $843,098 | 10.0K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.13% | $3M | 29.9K | Q1 2026OLDER |
| Security National Bank$687M AUM | 0.13% | $909,418 | 10.7K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.13% | $379,700 | 4.5K | Q1 2026OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.13% | $4M | 49.6K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.13% | $1M | 12.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.12% | $3M | 30.9K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.11% | $524,496 | 6.2K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.11% | $223,744 | 2.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.11% | $6M | 58.8K | Q2 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.10% | $502,877 | 5.9K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.09% | $263,118 | 3.1K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.09% | $263,118 | 3.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.08% | $1M | 13.2K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.08% | $232,815 | 2.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.07% | $3M | 32.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $5M | 55.2K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.07% | $649,232 | 6.9K | Q2 2026 |
| CVA Family Office, LLC$950M AUM | 0.06% | $599,984 | 7.1K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.06% | $980,701 | 11.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.06% | $1M | 12.5K | Q4 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.06% | $878,674 | 10.4K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.06% | $355,291 | 4.2K | Q1 2026OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.05% | $89,148 | 1.1K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.05% | $186,982 | 2.2K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.05% | $1M | 12.7K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.05% | $257,840 | 3.0K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.05% | $9M | 101.0K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.05% | $208,335 | 2.2K | Q2 2026 |
| Private Wealth Partners, LLC$1.3B AUM | 0.05% | $596,006 | 7.0K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.04% | $214,162 | 2.5K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $2M | 20.2K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.04% | $306,116 | 3.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 11.9K | Q2 2026 |
| Breakwater Capital Group$833M AUM | 0.04% | $318,007 | 3.4K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 16.6K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.03% | $386,981 | 4.6K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.03% | $982,852 | 11.6K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $314,663 | 3.7K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.02% | $101,679 | 1.2K | Q4 2025OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $314,825 | 3.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.02% | $213,936 | 2.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 34.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 20.5K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $351,170 | 4.1K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $325,687 | 3.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $54M | 633.7K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $3M | 38.6K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.02% | $283,103 | 3.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 104.9K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $277,845 | 3.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $281,959 | 3.3K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $216,705 | 2.5K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.01% | $27,113 | 320 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 12.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 34.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $400,611 | 4.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 80.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $122,181 | 1.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $9M | 107.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $20M | 235.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $361,728 | 4.3K | Q4 2025OLDER |
| Fairman Group, LLC$117M AUM | 0.01% | $13,546 | 160 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $129,261 | 1.4K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $639,156 | 7.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 86.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $516,222 | 6.1K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $34M | 400.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $34M | 407.5K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $135,456 | 1.6K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $362,251 | 4.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 22.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $228,582 | 2.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $240,604 | 2.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.01% | $96,904 | 1.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $33M | 390.8K | Q2 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $27,091 | 320 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $20M | 241.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.01% | $8M | 88.8K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $40,299 | 476 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $79M | 927.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $5M | 58.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $887,625 | 10.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 34.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $392,020 | 4.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $53M | 628.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $595,329 | 7.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $708,594 | 8.4K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $36,142 | 425 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1M | 17.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 36.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $274,512 | 3.2K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 25.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 32.3K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $74,317 | 878 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $20,429 | 240 | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $247,644 | 2.9K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $239,926 | 2.8K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $3,149 | 37 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $399,895 | 4.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $254,168 | 3.0K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $4,847 | 57 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 123.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 16.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $19,725 | 233 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $286,743 | 3.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $235,186 | 2.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $78,322 | 921 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 83.9K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $708,030 | 8.3K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $45,886 | 542 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $218,640 | 2.6K | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $573,672 | 6.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $671,114 | 7.8K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $27,915 | 330 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $2M | 26.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,164 | 96 | Q3 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $32,476 | 384 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $18,710 | 221 | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $12,784 | 151 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $384,362 | 4.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $259,593 | 3.0K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $421,393 | 5.0K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $25,398 | 300 | Q2 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $9,313 | 110 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $819,001 | 9.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 33.4K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $25,373 | 296 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 26.0K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 19.7K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $67,897 | 802 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $412,379 | 4.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 43.8K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $2,117 | 25 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $777,656 | 9.1K | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $14,054 | 166 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $1,718 | 20 | Q4 2025OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.00% | $85 | 1 | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.00% | $170 | 2 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,289 | 98 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,572 | 54 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $3,302 | 39 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $295,024 | 3.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $3,745 | 44 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3,725 | 44 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $6,469 | 76 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8,383 | 101 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3,660 | 43 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.