GOLDMAN SACHS ETF TR
CUSIP 381430529
Goldman Sachs Etf Tr has 368 institutional holders in Filings Flow’s 13F database, together reporting 59.43M shares worth $5.3B as of Q1 2026. The largest reported holders are Acr Alpine Capital Research, LLC, Morgan Stanley, and Envestnet Asset Management Inc.
Institutional Holders
368
Q1 2026
Reported Value
$5.3B
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 |
|---|---|---|---|---|
| Redwood Park Advisors LLC$150M AUM | 32.14% | $48M | 481.6K | Q1 2026OLDER |
| St. James Investment Company, LLC$638M AUM | 25.95% | $166M | 1.65M | Q1 2026OLDER |
| ACR Alpine Capital Research, LLC$6.7B AUM | 16.65% | $1.1B | 11.13M | Q1 2026OLDER |
| Tevis Investment Management$176M AUM | 11.89% | $21M | 208.4K | Q1 2026OLDER |
| Cannon Capital Management, Inc.$123M AUM | 11.67% | $14M | 143.3K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 11.66% | $16M | 162.9K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 10.29% | $88M | 883.0K | Q2 2026 |
| Bell Investment Advisors, Inc$639M AUM | 10.09% | $65M | 643.9K | Q1 2026OLDER |
| RESOLUTE CAPITAL, LLC$247M AUM | 7.45% | $18M | 183.5K | Q1 2026OLDER |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 7.04% | $15M | 147.9K | Q1 2026OLDER |
| VanWeelden Wealth Management, LLC$125M AUM | 6.80% | $9M | 85.1K | Q1 2026OLDER |
| Finhabits Advisors LLC$108M AUM | 6.68% | $7M | 72.3K | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 6.02% | $51M | 509.0K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 5.88% | $8M | 76.5K | Q1 2026OLDER |
| Spartan Planning & Wealth Management$135M AUM | 5.49% | $7M | 74.1K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 4.31% | $89M | 891.0K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 3.67% | $4M | 38.5K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 3.64% | $8M | 80.9K | Q1 2026OLDER |
| NorthStar Asset Management LLC /NJ/$207M AUM | 3.60% | $7M | 74.3K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 3.35% | $4M | 38.7K | Q1 2026OLDER |
| Salvus Wealth Management, LLC$172M AUM | 3.05% | $5M | 52.4K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 3.05% | $16M | 162.8K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 2.92% | $3M | 31.5K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 2.78% | $4M | 38.7K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 2.73% | $12M | 119.5K | Q1 2026OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 2.71% | $7M | 71.6K | Q1 2026OLDER |
| Waterway Wealth Management, LLC$452M AUM | 2.60% | $12M | 144.9K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 2.55% | $224M | 2.23M | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 2.54% | $11M | 113.5K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 2.45% | $3M | 28.6K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 2.41% | $17M | 174.0K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 2.29% | $7M | 66.5K | Q1 2026OLDER |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 2.20% | $4M | 40.0K | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 2.15% | $9M | 90.1K | Q4 2025OLDER |
| GatePass Capital, LLC$214M AUM | 2.12% | $5M | 45.5K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 2.03% | $9M | 92.6K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 1.90% | $3M | 30.8K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 1.88% | $6M | 62.4K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 1.88% | $18M | 175.1K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 1.73% | $2M | 17.4K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 1.63% | $23M | 231.9K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 1.61% | $14M | 142.8K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 1.60% | $5M | 45.6K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 1.57% | $115M | 1.14M | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 1.54% | $15M | 152.2K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 1.47% | $7M | 75.0K | Q2 2026 |
| Hardworking Capital Advisors, LLC$107M AUM | 1.36% | $1M | 14.5K | Q1 2026OLDER |
| Hara Capital LLC$200M AUM | 1.29% | $3M | 25.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 1.29% | $2M | 15.2K | Q4 2025OLDER |
| Blueprint Investment Partners LLC$980M AUM | 1.21% | $12M | 118.6K | Q1 2026OLDER |
| Baker Ellis Asset Management LLC$842M AUM | 1.20% | $10M | 100.6K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 1.17% | $2M | 21.3K | Q1 2026OLDER |
| Copley Financial Group, Inc.$166M AUM | 1.03% | $2M | 17.0K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 1.01% | $13M | 133.7K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.96% | $4M | 42.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.92% | $2M | 18.5K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.90% | $2M | 16.3K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.90% | $2M | 18.6K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 0.89% | $1M | 11.2K | Q3 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.88% | $2M | 19.1K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 0.83% | $2M | 20.1K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.82% | $5M | 45.9K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.81% | $12M | 121.5K | Q2 2026 |
| Goldstein Advisors, LLC$900M AUM | 0.78% | $7M | 70.2K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 0.75% | $1M | 12.4K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.75% | $1M | 14.8K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.73% | $3M | 28.6K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 0.71% | $2M | 20.2K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.70% | $3M | 26.4K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.65% | $3M | 34.1K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.64% | $5M | 53.1K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 0.64% | $861,834 | 8.6K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.60% | $2M | 15.4K | Q4 2025OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.58% | $4M | 42.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.57% | $26M | 255.4K | Q1 2026OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.57% | $854,020 | 8.5K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.56% | $5M | 51.5K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.56% | $2M | 19.6K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.53% | $16M | 161.9K | Q1 2026OLDER |
| Bravias Capital Group, LLC$153M AUM | 0.53% | $803,544 | 8.0K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 0.53% | $1M | 13.9K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.52% | $1M | 12.7K | Q4 2025OLDER |
| POTENTIA WEALTH$259M AUM | 0.50% | $1M | 12.9K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.49% | $5M | 48.7K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 0.47% | $6M | 64.8K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.46% | $2M | 17.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.46% | $7M | 71.8K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 0.45% | $594,928 | 5.9K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.44% | $16M | 157.9K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.44% | $3M | 29.7K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.44% | $3M | 28.2K | Q1 2026OLDER |
| Trevian Wealth Management LLC$203M AUM | 0.43% | $907,955 | 9.1K | Q4 2025OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.42% | $16M | 162.7K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.42% | $1M | 12.4K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.41% | $731,081 | 7.3K | Q3 2025OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.41% | $695,446 | 7.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.40% | $36M | 360.1K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.38% | $3M | 29.0K | Q1 2026OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.38% | $6M | 57.3K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.37% | $745,414 | 7.4K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.37% | $2M | 22.3K | Q1 2026OLDER |
| Sheets Smith Investment Management$154M AUM | 0.36% | $553,570 | 5.5K | Q3 2025OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.36% | $4M | 39.9K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.36% | $3M | 31.3K | Q1 2026OLDER |
| Selby Wealth Management, LLC$282M AUM | 0.36% | $1M | 10.0K | Q2 2026 |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.34% | $529,504 | 5.3K | Q1 2026OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.34% | $6M | 64.0K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.33% | $551,170 | 5.5K | Q4 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.32% | $525,096 | 5.2K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.32% | $2M | 16.9K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.31% | $2M | 15.1K | Q2 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.30% | $2M | 19.9K | Q1 2026OLDER |
| Five Oceans Advisors$311M AUM | 0.30% | $929,092 | 9.3K | Q2 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.29% | $3M | 29.4K | Q2 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC$578M AUM | 0.29% | $2M | 16.7K | Q1 2026OLDER |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.29% | $370,550 | 3.7K | Q3 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.29% | $1M | 14.2K | Q2 2026 |
| VVR Holdings LLC$194M AUM | 0.28% | $549,994 | 5.5K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.28% | $959,957 | 9.6K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.28% | $249,143 | 2.5K | Q3 2025OLDER |
| Peak Asset Management, LLC$567M AUM | 0.28% | $2M | 15.8K | Q1 2026OLDER |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM | 0.28% | $2M | 18.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.26% | $10M | 96.3K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.26% | $2M | 16.6K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.25% | $1M | 14.6K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.24% | $2M | 17.7K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.23% | $1M | 12.8K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.22% | $4M | 44.5K | Q1 2026OLDER |
| Intellectus Partners, LLC$490M AUM | 0.21% | $1M | 10.5K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.21% | $4M | 38.9K | Q2 2026 |
| Delta Investment Management, LLC$559M AUM | 0.21% | $1M | 11.6K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.21% | $421,199 | 4.2K | Q2 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.20% | $91M | 911.5K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.19% | $3M | 26.3K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.19% | $757,438 | 7.6K | Q3 2025OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.19% | $2M | 15.3K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.19% | $5M | 45.6K | Q1 2026OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 0.19% | $224,325 | 2.2K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.19% | $627,867 | 6.3K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.19% | $739,102 | 7.4K | Q1 2026OLDER |
| DiPaolo Financial Group, Inc.$153M AUM | 0.18% | $278,144 | 2.8K | Q2 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 0.18% | $302,274 | 3.0K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.18% | $1M | 11.2K | Q3 2025OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.17% | $604,246 | 6.0K | Q1 2026OLDER |
| Single Point Partners, LLC$503M AUM | 0.17% | $831,956 | 8.3K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.16% | $316,901 | 3.2K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.16% | $367,470 | 3.7K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.16% | $7M | 69.0K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.16% | $277,944 | 2.8K | Q2 2026 |
| Carr Financial Group Corp$379M AUM | 0.16% | $604,117 | 6.0K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.16% | $590,458 | 5.9K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.15% | $2M | 20.1K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 0.15% | $471,495 | 4.7K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.15% | $852,100 | 8.5K | Q1 2026OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.15% | $200,768 | 2.0K | Q1 2026OLDER |
| Stonekeep Investments, LLC$154M AUM | 0.15% | $227,031 | 2.3K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.14% | $209,380 | 2.1K | Q3 2025OLDER |
| GUYASUTA INVESTMENT ADVISORS INC$1.7B AUM | 0.14% | $2M | 24.8K | Q1 2026OLDER |
| Rock Point Advisors, LLC$370M AUM | 0.14% | $529,805 | 5.3K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.14% | $825,064 | 8.2K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.14% | $740,374 | 7.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.14% | $689,107 | 6.9K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.13% | $7M | 72.7K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 0.13% | $248,557 | 2.5K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.13% | $348,260 | 3.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.13% | $88M | 882.2K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.13% | $3M | 34.1K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 0.13% | $596,656 | 6.0K | Q1 2026OLDER |
| Ted Buchan & Co$275M AUM | 0.12% | $335,637 | 3.4K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.12% | $845,403 | 8.4K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.12% | $332,631 | 3.3K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.12% | $253,481 | 2.5K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.12% | $6M | 55.0K | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.12% | $806,029 | 8.0K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.12% | $445,044 | 4.4K | Q1 2026OLDER |
| Inscription Capital, LLC$951M AUM | 0.11% | $1M | 10.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.11% | $2M | 21.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.11% | $9M | 91.4K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.11% | $510,834 | 5.1K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.10% | $729,326 | 7.3K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.10% | $2M | 18.4K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.10% | $5M | 51.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.10% | $22M | 218.9K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.10% | $1M | 12.2K | Q3 2025OLDER |
| Cane Capital Partners, LLC$229M AUM | 0.10% | $230,437 | 2.3K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.10% | $235,973 | 2.4K | Q1 2026OLDER |
| TKG Advisors, LLC$242M AUM | 0.10% | $232,842 | 2.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.09% | $3M | 29.6K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.09% | $3M | 28.2K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.09% | $336,998 | 3.4K | Q4 2025OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.09% | $731,587 | 7.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.08% | $686,802 | 6.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.08% | $16M | 162.3K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.08% | $269,869 | 2.7K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.08% | $266,440 | 2.7K | Q4 2025OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.07% | $673,173 | 6.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.07% | $277M | 2.77M | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.07% | $530,306 | 5.3K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.07% | $269,580 | 2.7K | Q3 2025OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.07% | $589,819 | 5.9K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.07% | $2M | 22.1K | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.07% | $710,605 | 7.1K | Q1 2026OLDER |
| Hamilton Capital, LLC$1.9B AUM | 0.07% | $1M | 13.2K | Q1 2026OLDER |
| Warberg Asset Management LLC$600M AUM | 0.07% | $400,760 | 4.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $18M | 182.3K | Q2 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $532,810 | 5.3K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.07% | $75,543 | 754 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.06% | $927,282 | 9.3K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 0.06% | $238,953 | 2.4K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 0.06% | $470,177 | 4.7K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.06% | $214,899 | 2.1K | Q1 2026OLDER |
| EdgeRock Capital LLC$370M AUM | 0.06% | $214,407 | 2.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.06% | $2M | 24.7K | Q1 2026OLDER |
| Curated Wealth Partners LLC$794M AUM | 0.06% | $453,861 | 4.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.06% | $2M | 15.0K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.06% | $728,371 | 7.3K | Q4 2025OLDER |
| Encompass More Asset Management$597M AUM | 0.05% | $286,157 | 2.9K | Q3 2025OLDER |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 0.05% | $353,311 | 3.5K | Q3 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $8M | 82.5K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.05% | $430,641 | 4.3K | Q4 2025OLDER |
| TrueMark Investments, LLC$514M AUM | 0.05% | $275,435 | 2.8K | Q4 2025OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.05% | $651,536 | 6.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $185M | 1.84M | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.05% | $326,455 | 3.3K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.05% | $426,278 | 4.3K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $529,696 | 5.3K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.05% | $329,574 | 3.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $767,532 | 7.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 18.9K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.04% | $778,376 | 7.8K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.04% | $220,418 | 2.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.04% | $38M | 375.2K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.04% | $94,852 | 947 | Q2 2026 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.04% | $1M | 11.2K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.04% | $200,676 | 2.0K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.04% | $408,074 | 4.1K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $702,553 | 7.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $206M | 2.06M | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 40.8K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $426,409 | 4.3K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $722,470 | 7.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $40M | 398.2K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $512,372 | 5.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $517,534 | 5.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.04% | $2M | 21.9K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.04% | $184,951 | 1.8K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.03% | $2M | 18.6K | Q2 2026 |
| Maia Wealth LLC$591M AUM | 0.03% | $206,915 | 2.1K | Q3 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.03% | $217,398 | 2.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.03% | $601,404 | 6.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $24M | 238.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $6M | 61.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 25.3K | Q1 2026OLDER |
| BURNEY CO/$3.2B AUM | 0.03% | $995,889 | 9.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $381,375 | 3.8K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $28M | 278.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $488M | 4.88M | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.03% | $422,881 | 4.2K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $270,412 | 2.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $752,928 | 7.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 10.8K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.03% | $100,230 | 1.0K | Q3 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.03% | $2M | 23.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $42M | 418.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.02% | $211M | 2.10M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $887,760 | 8.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 161.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $135M | 1.34M | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.02% | $319,711 | 3.2K | Q2 2026 |
| EPG Wealth Management LLC$369M AUM | 0.02% | $80,052 | 799 | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.02% | $32,788 | 327 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 52.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $256M | 2.55M | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.02% | $1M | 14.1K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $121M | 1.20M | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.02% | $809,894 | 8.1K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 15.7K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $55,251 | 553 | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.02% | $1M | 14.7K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $8M | 78.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 20.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 31.3K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.02% | $4M | 38.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $947,172 | 9.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $868,521 | 8.7K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $90,703 | 905 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 11.0K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $676,383 | 6.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 80.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $256,707 | 2.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $5M | 45.9K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $231 | 2.3K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $281,671 | 2.8K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $47,590 | 475 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $518,283 | 5.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $1M | 10.8K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $290,551 | 2.9K | Q1 2026OLDER |
| TEXAS CAPITAL BANCSHARES INC/TX$254M AUM | 0.01% | $31,572 | 315 | Q3 2025OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $200,981 | 2.0K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $20,046 | 200 | Q3 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 39.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $52M | 515.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $227,514 | 2.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $723,273 | 7.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 40.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 20.9K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $336,638 | 3.4K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $13,992 | 140 | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $227,522 | 2.3K | Q3 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $23,645 | 236 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $282,331 | 2.8K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $826,132 | 8.2K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $811,913 | 8.1K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $123,938 | 1.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $385,907 | 3.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 16.2K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $747,302 | 7.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 49.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $7M | 74.3K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $480,332 | 4.8K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $343,051 | 3.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 10.4K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $23,986 | 240 | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $643,461 | 6.4K | Q3 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $235,176 | 2.3K | Q2 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $64,667 | 645 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.01% | $18,185 | 182 | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.01% | $55,105 | 550 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $432,210 | 4.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $290,150 | 2.9K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $343,325 | 3.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $464,681 | 4.6K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $64,222 | 641 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $146,478 | 1.5K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.01% | $15,832 | 158 | Q4 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $243,424 | 2.4K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.01% | $6,494 | 65 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $382,525 | 3.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 143.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $298,815 | 3.0K | Q4 2025OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $483,417 | 4.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 15.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 30.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $668,367 | 6.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $321,209 | 3.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 81.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $242,057 | 2.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $922,247 | 9.2K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $57,140 | 570 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $7M | 71.9K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.00% | $208,178 | 2.1K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 29.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $631,774 | 6.3K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $237,050 | 2.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 23.8K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $623,983 | 6.2K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $345,788 | 3.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $243,663 | 2.4K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $3,409 | 34 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $5,916 | 59 | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $104,298 | 1.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $12,889 | 129 | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $200,380 | 2.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $811,874 | 8.1K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $601,140 | 6.0K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $309,095 | 3.1K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $45,659 | 457 | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $215,407 | 2.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $270,212 | 2.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $71,614 | 715 | Q2 2026 |
| Haverford Trust Co$10.9B AUM | 0.00% | $219,868 | 2.2K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $809,714 | 8.1K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $983,665 | 9.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $68,759 | 688 | Q4 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $3,608 | 36 | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $212,173 | 2.1K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $323,129 | 3.2K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $4,008 | 40 | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $1,801 | 18 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 33.3K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $32,562 | 325 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $75,674 | 755 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $296,162 | 3.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $212,303 | 2.1K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.00% | $2,187 | 22 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $25,048 | 250 | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $24,646 | 246 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 110.5K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $36,269 | 362 | Q2 2026 |
| VISION FINANCIAL MARKETS LLC$102M AUM | 0.00% | $630 | 7 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $15,029 | 150 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $51,297 | 512 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $76,646 | 765 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $1,703 | 17 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $4,509 | 45 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $230,519 | 2.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $214,206 | 2.1K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $2,706 | 27 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,817 | 68 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $379,820 | 3.8K | Q1 2026OLDER |
| BROOKFIELD Corp /ON/$74.2B AUM | 0.00% | $139,264 | 1.4K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $400 | 4 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 13.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 10.0K | Q4 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $426 | 4 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $401 | 4 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $77,881 | 779 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $969 | 10 | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $301 | 3 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $200 | 2 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $18,134 | 181 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $100 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $11,393 | 114 | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $100 | 1 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $727,580 | 7.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $18,905 | 189 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $109,125 | 1.1K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $802 | 8 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $100 | 1 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,005 | 20 | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $100 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.