HARBOR ETF TRUST
CUSIP 41151J505
Harbor Etf Trust has 199 institutional holders in Filings Flow’s 13F database, together reporting 81.26M shares worth $2.5B as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Bank Of America Corp /De/, and Jpmorgan Chase & Co.
Institutional Holders
199
Q1 2026
Reported Value
$2.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Horizon Advisory Services, Inc.$195M AUM | 15.53% | $30M | 978.3K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 6.85% | $10M | 311.4K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 6.71% | $38M | 1.23M | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 6.65% | $15M | 469.1K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 5.11% | $8M | 249.9K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 5.02% | $104M | 3.35M | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 4.30% | $6M | 198.0K | Q1 2026OLDER |
| Choice Wealth Advisors LLC$285M AUM | 4.11% | $12M | 398.9K | Q2 2026 |
| tru Independence LLC$202M AUM | 3.55% | $7M | 231.5K | Q1 2026OLDER |
| Ellsworth Advisors, LLC$532M AUM | 3.36% | $18M | 577.3K | Q1 2026OLDER |
| Randall & Associates Wealth Management$148M AUM | 2.97% | $4M | 142.2K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 2.68% | $10M | 316.7K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 2.67% | $10M | 347.6K | Q2 2026 |
| Beta Wealth Group, Inc.$242M AUM | 2.41% | $6M | 188.1K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 2.31% | $20M | 684.5K | Q2 2026 |
| PLANWISER FINANCIAL, LLC$138M AUM | 2.30% | $3M | 101.6K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 2.20% | $4M | 126.0K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 1.89% | $5M | 147.9K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 1.84% | $15M | 487.5K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.69% | $3M | 136.0K | Q4 2025OLDER |
| Great Diamond Partners, LLC$520M AUM | 1.68% | $9M | 282.2K | Q1 2026OLDER |
| Opus Financial Solutions LLC$106M AUM | 1.64% | $2M | 56.0K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 1.61% | $7M | 231.1K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.57% | $4M | 119.0K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 1.47% | $7M | 212.3K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 1.38% | $2M | 70.1K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 1.34% | $3M | 91.0K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 1.29% | $18M | 573.7K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 1.11% | $6M | 189.6K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 1.07% | $5M | 152.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 1.05% | $19M | 622.8K | Q1 2026OLDER |
| GREAT LAKES ADVISORS, LLC$12.1B AUM | 0.99% | $119M | 3.83M | Q1 2026OLDER |
| CHANNEL WEALTH LLC$413M AUM | 0.89% | $4M | 118.4K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.89% | $4M | 130.1K | Q1 2026OLDER |
| D L CARLSON INVESTMENT GROUP INC$582M AUM | 0.89% | $5M | 166.1K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.85% | $1M | 41.7K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 0.84% | $3M | 84.9K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.75% | $6M | 209.6K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.74% | $859,566 | 27.7K | Q1 2026OLDER |
| Platform Technology Partners$519M AUM | 0.72% | $4M | 121.0K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.69% | $6M | 195.6K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.67% | $3M | 86.0K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.67% | $9M | 293.6K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.60% | $7M | 244.8K | Q2 2026 |
| OneAscent Family Office, LLC$143M AUM | 0.57% | $821,145 | 26.5K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.57% | $4M | 140.6K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.56% | $7M | 238.3K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.55% | $2M | 56.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.54% | $2M | 79.8K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.53% | $10M | 324.8K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.48% | $1M | 1.8K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 0.47% | $533,084 | 21.5K | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.46% | $23M | 749.2K | Q1 2026OLDER |
| Vavra Capital Management, LLC$103M AUM | 0.45% | $463,010 | 14.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.42% | $9M | 297.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.41% | $3M | 96.5K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.40% | $5M | 162.4K | Q1 2026OLDER |
| STAR Financial Bank$212M AUM | 0.40% | $846,976 | 27.3K | Q1 2026OLDER |
| Darden Wealth Group Inc$196M AUM | 0.37% | $734,161 | 23.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.36% | $12M | 380.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.36% | $31M | 1.20M | Q3 2025OLDER |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM | 0.35% | $519,079 | 16.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.32% | $41M | 1.34M | Q1 2026OLDER |
| SK Wealth Management, LLC$360M AUM | 0.28% | $1M | 32.2K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.27% | $2M | 53.2K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.26% | $1M | 40.2K | Q1 2026OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.23% | $706,439 | 22.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.22% | $3M | 92.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.22% | $915,973 | 29.5K | Q1 2026OLDER |
| 4J Wealth Management LLC$176M AUM | 0.21% | $365,574 | 11.8K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 0.17% | $598,896 | 19.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.17% | $36M | 1.15M | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.17% | $2M | 75.7K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.16% | $1M | 48.0K | Q1 2026OLDER |
| Synergy Asset Management, LLC$942M AUM | 0.16% | $2M | 49.8K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.16% | $2M | 71.4K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.16% | $499,015 | 17.0K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.16% | $6M | 174.7K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.15% | $3M | 91.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.15% | $2M | 74.5K | Q2 2026 |
| Aventura Private Wealth, LLC$273M AUM | 0.15% | $397,207 | 12.8K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.13% | $4M | 134.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.13% | $2M | 56.5K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.13% | $1M | 32.5K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.13% | $10M | 337.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.12% | $2M | 65.4K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.12% | $2M | 71.4K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.12% | $10M | 332.3K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.12% | $224,599 | 7.6K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.11% | $10M | 324.5K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.11% | $6M | 200.4K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 0.11% | $254,116 | 8.2K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.11% | $348,724 | 11.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.10% | $542M | 17.49M | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.10% | $1,676 | 67.5K | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.10% | $468,345 | 15.1K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.09% | $1M | 57.3K | Q4 2025OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.09% | $808,307 | 26.1K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.09% | $819,408 | 26.4K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.09% | $527,294 | 17.0K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.09% | $696,516 | 22.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.08% | $7M | 240.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.08% | $15M | 475.9K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.08% | $1M | 34.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 59.3K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.07% | $451,148 | 14.6K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.07% | $3M | 89.8K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.07% | $32M | 1.04M | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.06% | $1M | 39.4K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.06% | $213,938 | 6.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 92.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.06% | $7M | 220.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.05% | $146,940 | 4.7K | Q1 2026OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $261,755 | 8.4K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.05% | $362,631 | 11.7K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.05% | $49,275 | 1.6K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.05% | $475,514 | 19.2K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.05% | $2M | 61.6K | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $75M | 2.43M | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 130.7K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $469,522 | 15.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $39M | 1.25M | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $370,625 | 12.6K | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $29M | 933.5K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.04% | $538,096 | 18.3K | Q2 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.03% | $513,743 | 16.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $934,729 | 30.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 64.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 41.7K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.03% | $250,021 | 8.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $1M | 59.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 174.8K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $5M | 172.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $325M | 10.49M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $88M | 2.84M | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $500,386 | 16.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $69M | 2.24M | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $471,166 | 15.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 89.5K | Q1 2026OLDER |
| Fragasso Financial Advisors Inc$1.9B AUM | 0.02% | $382,063 | 13.0K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $304M | 9.82M | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $7M | 223.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $410,572 | 13.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $20,157 | 650 | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $323,589 | 10.4K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $503,354 | 16.2K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 32.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 134.2K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.02% | $1M | 34.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $422,077 | 13.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 35.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $599,516 | 19.3K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $502,331 | 16.2K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $2M | 60.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $11M | 364.7K | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.01% | $308,674 | 10.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $369,297 | 14.4K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 296.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 57.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 145.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $127,117 | 4.1K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $3M | 107.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $22,796 | 777 | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $445,806 | 13.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 174.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $169,494 | 5.5K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $40,313 | 1.3K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $521,664 | 16.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $715,377 | 23.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 129.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $574,871 | 18.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $261,817 | 8.4K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.01% | $16,803 | 677 | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $410,324 | 13.2K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $246,397 | 8.4K | Q2 2026 |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $49,392 | 2.0K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 65.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $18M | 581.1K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $780,912 | 31.5K | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $10,233 | 330 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $10,233 | 330 | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.00% | $14,110 | 455 | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 0.00% | $4,542 | 183 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $27,823 | 1.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $147,573 | 5.9K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 304.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 54.4K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $344,799 | 13.9K | Q4 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.00% | $6,760 | 218 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 36.6K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $92,255 | 3.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $95,418 | 3.1K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $941,123 | 30.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $650,001 | 21.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $14,594 | 588 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $347,455 | 14.0K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $434,109 | 14.0K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $5,117 | 165 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 136.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $329,729 | 10.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $71,902 | 2.3K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $37,584 | 1.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $1M | 40.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 43.6K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $92,131 | 3.0K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $1,117 | 36 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $1,862 | 75 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $15,505 | 500 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $374,419 | 15.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3,475 | 140 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,879 | 116 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7,173 | 289 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5,117 | 165 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $52,298 | 1.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.