INVESCO ACTVELY MNGD ETC FD
CUSIP 46090F100
Invesco Actvely Mngd Etc Fd has 443 institutional holders in Filings Flow’s 13F database, together reporting 302.68M shares worth $5.1B as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Empower Advisory Group, LLC, and Lpl Financial LLC.
Institutional Holders
443
Q1 2026
Reported Value
$5.1B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Briaud Financial Planning Inc$381M AUM | 12.75% | $49M | 2.81M | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 8.55% | $13M | 742.6K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 7.74% | $16M | 935.5K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 5.21% | $6M | 346.4K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 5.18% | $12M | 718.7K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 4.90% | $12M | 692.0K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 4.85% | $17M | 992.1K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 4.26% | $19M | 1.11M | Q1 2026OLDER |
| M Wealth Management, LLC$119M AUM | 3.93% | $5M | 269.8K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 3.62% | $6M | 371.3K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 2.91% | $110M | 6.92M | Q2 2026 |
| LCW Services, LLC$201M AUM | 2.89% | $6M | 335.7K | Q1 2026OLDER |
| 3EDGE Asset Management, LP$2.1B AUM | 2.31% | $48M | 2.76M | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 2.20% | $9M | 541.4K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 2.20% | $9M | 512.7K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 2.17% | $3M | 218.4K | Q2 2026 |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 2.05% | $10M | 586.0K | Q1 2026OLDER |
| Randall & Associates Wealth Management$148M AUM | 1.93% | $3M | 165.7K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.82% | $4M | 272.2K | Q3 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.73% | $5M | 285.1K | Q1 2026OLDER |
| ALM First Financial Advisors, LLC$557M AUM | 1.66% | $9M | 535.1K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 1.59% | $41M | 2.39M | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 1.55% | $598M | 34.50M | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 1.53% | $6M | 353.5K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 1.51% | $9M | 512.1K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 1.47% | $2M | 176.8K | Q4 2025OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 1.42% | $4M | 254.8K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 1.35% | $2M | 142.0K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 1.31% | $2M | 110.7K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 1.29% | $8M | 420.3K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 1.23% | $5M | 260.3K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 1.09% | $16M | 948.1K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 1.09% | $2M | 133.1K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 1.07% | $2M | 95.5K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 1.04% | $7M | 416.0K | Q1 2026OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 1.01% | $29M | 1.68M | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 0.99% | $8M | 464.2K | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 0.93% | $1M | 66.4K | Q2 2026 |
| FSA Investment Group, LLC$248M AUM | 0.92% | $2M | 132.6K | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.92% | $1M | 102.6K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.92% | $2M | 126.2K | Q1 2026OLDER |
| Aletheian Wealth Advisors LLC$234M AUM | 0.85% | $2M | 125.9K | Q2 2026 |
| WEALTH MANAGEMENT RESOURCES, INC.$287M AUM | 0.82% | $3M | 189.0K | Q3 2025OLDER |
| JFG Wealth Management, LLC$511M AUM | 0.81% | $4M | 307.9K | Q3 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.80% | $3M | 144.7K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 0.76% | $14M | 784.6K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.76% | $6M | 329.5K | Q1 2026OLDER |
| Alhambra Investment Management LLC$217M AUM | 0.75% | $2M | 94.2K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 0.72% | $1M | 60.8K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.63% | $995,415 | 57.5K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.63% | $4M | 251.5K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.63% | $5M | 294.5K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.63% | $1M | 68.7K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.62% | $656,818 | 35.4K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 0.58% | $984,572 | 56.8K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.57% | $6M | 369.9K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.56% | $2M | 103.1K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.56% | $18M | 1.03M | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 0.54% | $610,911 | 35.3K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 0.50% | $2M | 99.1K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.50% | $2M | 103.6K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.49% | $913,786 | 52.8K | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 0.48% | $711,888 | 41.1K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.47% | $1M | 72.9K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.45% | $4M | 203.8K | Q1 2026OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 0.45% | $521,436 | 30.1K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.45% | $3M | 146.5K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.44% | $6M | 358.9K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.43% | $661,368 | 41.8K | Q2 2026 |
| IFS Group,LLC$112M AUM | 0.43% | $485,316 | 28.0K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.42% | $799,251 | 60.3K | Q4 2025OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.42% | $823,878 | 47.6K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.42% | $1M | 82.2K | Q2 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 0.40% | $672,346 | 38.8K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.39% | $37M | 2.15M | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.39% | $4M | 266.2K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.39% | $9M | 502.9K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.39% | $6M | 347.8K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.38% | $1M | 67.5K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.37% | $1M | 86.5K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.36% | $3M | 159.5K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 0.36% | $848,784 | 49.0K | Q1 2026OLDER |
| Avos Capital Management, LLC$253M AUM | 0.35% | $887,021 | 51.2K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.35% | $10M | 550.0K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.34% | $2M | 104.9K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.34% | $1M | 58.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.33% | $9M | 498.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.33% | $1.8B | 101.76M | Q2 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.33% | $315,536 | 18.2K | Q1 2026OLDER |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.32% | $537,336 | 31.0K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.31% | $339,905 | 19.6K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.29% | $1M | 85.2K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.25% | $558,058 | 32.2K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.24% | $1M | 64.1K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.24% | $2M | 90.0K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.24% | $2M | 134.9K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.23% | $1M | 61.2K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 0.23% | $1M | 73.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.22% | $13M | 779.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.22% | $396,490 | 22.9K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.22% | $1M | 70.2K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.21% | $2M | 140.5K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.20% | $564,130 | 32.6K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.20% | $855,371 | 49.4K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.20% | $2M | 108.3K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.20% | $560,488 | 41.7K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.20% | $16M | 947.2K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.19% | $428,064 | 24.7K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.19% | $1M | 79.7K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.19% | $3M | 145.2K | Q1 2026OLDER |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM | 0.18% | $206,645 | 11.9K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.18% | $195,159 | 14.7K | Q4 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.18% | $671,444 | 38.8K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.17% | $1M | 58.2K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.17% | $1M | 86.0K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.17% | $2M | 132.2K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.17% | $442,686 | 25.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.16% | $3M | 145.8K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.16% | $3M | 169.0K | Q1 2026OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.16% | $261,939 | 19.5K | Q3 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.16% | $2M | 94.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.15% | $3M | 172.4K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.15% | $576,063 | 33.3K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.15% | $282,410 | 15.7K | Q1 2026OLDER |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.15% | $506,096 | 31.9K | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.15% | $2M | 98.6K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.14% | $752,449 | 43.4K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.14% | $246,394 | 14.2K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.14% | $459,610 | 26.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.14% | $533M | 30.76M | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.14% | $492,642 | 28.4K | Q1 2026OLDER |
| Pacific Park Financial, Inc.$153M AUM | 0.14% | $214,855 | 12.4K | Q1 2026OLDER |
| Petros Family Wealth, LLC$140M AUM | 0.14% | $194,521 | 11.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.14% | $5M | 290.6K | Q2 2026 |
| TI-TRUST, INC$168M AUM | 0.13% | $217,747 | 12.6K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.13% | $15M | 868.6K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.12% | $417,291 | 24.1K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.12% | $1M | 62.5K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.12% | $140,088 | 10.4K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.12% | $10M | 603.3K | Q1 2026OLDER |
| C2C Wealth Management, LLC$128M AUM | 0.12% | $135,224 | 10.1K | Q3 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.12% | $809,620 | 46.7K | Q1 2026OLDER |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.12% | $2M | 122.4K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.11% | $661,497 | 41.7K | Q2 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.11% | $856,762 | 49.5K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.11% | $183,713 | 10.6K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.11% | $9M | 514.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.11% | $1M | 69.0K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.10% | $498,927 | 29.2K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.10% | $921,251 | 53.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.10% | $4M | 246.9K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 0.10% | $217,326 | 12.5K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.10% | $377,837 | 21.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.09% | $17M | 982.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.09% | $43M | 2.43M | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.08% | $127,421 | 7.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.08% | $2M | 133.0K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.08% | $209,898 | 12.1K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.08% | $211,091 | 12.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.08% | $3M | 168.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.08% | $31M | 1.79M | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.08% | $677,547 | 39.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.08% | $7M | 381.7K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.08% | $95M | 5.46M | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.08% | $357,867 | 19.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 81.6K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.08% | $1M | 70.5K | Q2 2026 |
| Warren Street Wealth Advisors, LLC$393M AUM | 0.08% | $309,959 | 17.9K | Q1 2026OLDER |
| Friedenthal Financial$217M AUM | 0.08% | $170,298 | 10.7K | Q2 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.08% | $7M | 414.2K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.08% | $37M | 2.11M | Q1 2026OLDER |
| Lunt Capital Management, Inc.$260M AUM | 0.08% | $199,474 | 11.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.08% | $7M | 392.7K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.07% | $134,686 | 10.2K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.07% | $3M | 153.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $4M | 211.6K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.07% | $522,013 | 30.1K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.07% | $13M | 737.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 115.3K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.07% | $145,565 | 11.0K | Q4 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.07% | $420,194 | 24.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.07% | $1M | 66.8K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.07% | $488,033 | 28.2K | Q1 2026OLDER |
| Paladin Partners, LLC$139M AUM | 0.07% | $90,947 | 5.3K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.06% | $1M | 83.6K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $269,828 | 15.6K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $3M | 156.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.06% | $1M | 62.7K | Q1 2026OLDER |
| FARMERS TRUST CO$637M AUM | 0.06% | $398,204 | 23.0K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.06% | $370,804 | 21.4K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $269,153 | 15.5K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.06% | $3M | 184.1K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.06% | $194,244 | 11.2K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$179M AUM | 0.06% | $102,553 | 6.5K | Q2 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.06% | $7M | 530.3K | Q3 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $534,901 | 39.4K | Q3 2025OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.05% | $176,927 | 13.2K | Q3 2025OLDER |
| Goepper Burkhardt LLC$299M AUM | 0.05% | $152,807 | 11.4K | Q3 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.05% | $84,071 | 4.9K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.05% | $121,825 | 7.0K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.04% | $299,864 | 17.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $481,780 | 33.2K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.04% | $576,635 | 33.3K | Q1 2026OLDER |
| IFS Advisors, LLC$194M AUM | 0.04% | $81,404 | 4.7K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.04% | $220,335 | 13.9K | Q2 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.04% | $108,147 | 8.2K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.04% | $5M | 383.2K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 110.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $1M | 70.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.04% | $2M | 121.8K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.04% | $250,811 | 14.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 91.8K | Q1 2026OLDER |
| B & T Capital Management DBA Alpha Capital Management$690M AUM | 0.04% | $244,472 | 14.1K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $492,828 | 28.5K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.03% | $233,560 | 13.5K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.03% | $192,494 | 11.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $12M | 666.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $30M | 1.73M | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.03% | $6M | 369.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 368.6K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.03% | $575,120 | 33.2K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.03% | $194,416 | 11.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 207.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $47M | 2.69M | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $357,342 | 22.5K | Q2 2026 |
| Evanson Financial, LLC$2.0B AUM | 0.03% | $561,923 | 35.4K | Q2 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.03% | $259,315 | 15.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $434 | 32.3K | Q3 2025OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.03% | $457,826 | 26.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $5M | 294.4K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.03% | $39,419 | 2.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $711,010 | 41.1K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.03% | $250,811 | 14.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $3M | 154.7K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.02% | $259,362 | 15.0K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.02% | $199,197 | 11.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 86.3K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $3M | 168.7K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.02% | $816,605 | 47.1K | Q1 2026OLDER |
| LEUTHOLD GROUP, LLC$939M AUM | 0.02% | $209,970 | 12.1K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.02% | $248,109 | 14.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 268.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $12M | 900.0K | Q3 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.02% | $73,229 | 4.2K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.02% | $62M | 3.57M | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $952,326 | 55.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $362,109 | 20.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 104.8K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.02% | $241,569 | 13.9K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $367,756 | 21.2K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.02% | $76,762 | 4.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $524,767 | 30.3K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.02% | $196,806 | 11.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 732.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $68M | 3.93M | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $288,406 | 16.7K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.02% | $201,362 | 11.6K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $422,847 | 24.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $992,025 | 74.9K | Q4 2025OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.02% | $679,897 | 39.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $949,345 | 54.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $253M | 19.08M | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $219,688 | 16.4K | Q3 2025OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $2M | 106.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $806,909 | 46.6K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $95M | 5.50M | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.01% | $147,566 | 11.0K | Q4 2025OLDER |
| NVWM, LLC$449M AUM | 0.01% | $64,725 | 3.7K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $238,394 | 18.0K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $5M | 268.4K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $620,887 | 35.8K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $265M | 19.99M | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 255.2K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $212,395 | 12.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $275,076 | 15.9K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.01% | $180,907 | 10.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 132.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $11M | 663.4K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $208,067 | 12.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $16,194 | 935 | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.01% | $26,387 | 2.0K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 378.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $377,922 | 21.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $220,734 | 12.7K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $1M | 82.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 567.1K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $168,822 | 12.7K | Q2 2026 |
| United Community Bank$300M AUM | 0.01% | $32,007 | 1.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $285,946 | 16.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $850,796 | 49.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $177,773 | 10.3K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $6M | 356.5K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $164,338 | 12.2K | Q3 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $844,158 | 63.7K | Q4 2025OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $217,279 | 12.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $311,270 | 19.6K | Q2 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 134.6K | Q1 2026OLDER |
| CONGRESS ASSET MANAGEMENT CO$16.3B AUM | 0.01% | $2M | 97.3K | Q2 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.01% | $23,382 | 1.4K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.01% | $17,614 | 1.0K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $212,413 | 12.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.01% | $145,958 | 10.9K | Q3 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $30,083 | 2.3K | Q4 2025OLDER |
| Sageworth Trust Co$2.3B AUM | 0.01% | $215,776 | 16.3K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.01% | $18M | 1.02M | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $31,297 | 2.4K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $231,519 | 13.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $230,488 | 13.3K | Q2 2026 |
| City State Bank$385M AUM | 0.01% | $33,705 | 1.9K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $13,354 | 771 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $186,554 | 10.8K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $46,918 | 3.5K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 315.5K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $175,356 | 10.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $711,246 | 41.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $485,861 | 28.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.01% | $519,288 | 30.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 244.3K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.01% | $31,176 | 1.8K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $11,171 | 645 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.01% | $77,746 | 5.8K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $185,490 | 13.8K | Q3 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $353,457 | 26.7K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.01% | $424,000 | 32.0K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $242,867 | 14.0K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $283,145 | 21.1K | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $15,085 | 1.1K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $261,601 | 15.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $376,252 | 22.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $2M | 107.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $582,824 | 33.6K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $20,004 | 1.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $85M | 4.90M | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $250,136 | 14.4K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.01% | $23,820 | 1.5K | Q2 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $224,470 | 16.7K | Q3 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.01% | $155M | 8.94M | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $30,116 | 2.3K | Q4 2025OLDER |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.01% | $12,384 | 715 | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.00% | $171,932 | 13.0K | Q4 2025OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $210,213 | 12.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $942,517 | 54.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $30M | 1.72M | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $468,818 | 27.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $299,989 | 17.3K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 193.9K | Q4 2025OLDER |
| Richardson Capital Management LLC$207M AUM | 0.00% | $8,300 | 618 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13M | 730.8K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $19,568 | 1.5K | Q3 2025OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.00% | $12,089 | 698 | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $166,950 | 12.6K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $202,587 | 11.7K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $203,752 | 11.8K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.00% | $23,399 | 1.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $224,953 | 16.8K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $205,952 | 11.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $7,280 | 542 | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 135.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $107,120 | 6.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $282,405 | 16.3K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $103,998 | 6.0K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 64.2K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 0.00% | $290,813 | 16.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $243,104 | 14.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 365.2K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.00% | $230,499 | 14.5K | Q2 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $36,251 | 2.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $41,074 | 2.4K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $4,314 | 249 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $67,045 | 5.1K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $5M | 392.0K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6M | 356.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1M | 72.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $33,531 | 1.9K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.00% | $3,152 | 182 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $579,219 | 33.4K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $622,481 | 35.9K | Q1 2026OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $16,377 | 1.2K | Q4 2025OLDER |
| LAM GROUP, INC.$182M AUM | 0.00% | $3,724 | 215 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $16,116 | 1.2K | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $558,094 | 32.2K | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $527,066 | 30.4K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $17M | 965.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 163.3K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 0.00% | $2,942 | 222 | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,620 | 209 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $10,210 | 589 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $98,793 | 5.7K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 575.2K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $178,606 | 10.3K | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.00% | $5,057 | 292 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $15M | 872.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $4,336 | 304 | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $32,035 | 1.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $220,707 | 12.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $18,291 | 1.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $9M | 510.4K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $4,190 | 312 | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $245,909 | 14.2K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $197,363 | 11.4K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $179,279 | 10.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 100.2K | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $176,305 | 13.3K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $115,247 | 6.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $111,557 | 6.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $8M | 618.2K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $856,448 | 49.4K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $5,335 | 308 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $122,300 | 7.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $55,424 | 3.2K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $8,677 | 501 | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $3,152 | 182 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $12,470 | 720 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $13,354 | 771 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $13,502 | 1.0K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $48,034 | 2.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $244,058 | 18.2K | Q3 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $1,316 | 76 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $602,996 | 34.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $13,622 | 787 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $469,814 | 27.1K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $918 | 53 | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $5,196 | 300 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $5,412 | 403 | Q3 2025OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.00% | $759 | 54 | Q2 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $2,875 | 166 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $577,674 | 33.4K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $2,338 | 135 | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $6,288 | 363 | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $3,224 | 203 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $474,909 | 27.4K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $1,920 | 143 | Q3 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,521 | 261 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 542.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $40,089 | 3.0K | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $6,511 | 410 | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $315,138 | 23.8K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 194.4K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $22,637 | 1.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $16,129 | 931 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $378,975 | 21.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $17,771 | 1.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $15,588 | 900 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $5,412 | 403 | Q3 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,047 | 66 | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $21,676 | 1.6K | Q3 2025OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $747 | 47 | Q2 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $6,062 | 350 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $58,905 | 3.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $2,268 | 122 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $12,644 | 730 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $2,477 | 143 | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $2,529 | 146 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $15,880 | 1.0K | Q2 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $6,859 | 396 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $6,166 | 356 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $1,080 | 68 | Q2 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.00% | $332 | 25 | Q4 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $1,060 | 80 | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $607,499 | 35.1K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $464 | 35 | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $2,564 | 148 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $151,141 | 11.3K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $44,234 | 2.6K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $1,940 | 112 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $2,840 | 164 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $6,616 | 382 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $1,088 | 81 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $647,543 | 37.4K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $4,271 | 318 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $191,022 | 11.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $398,360 | 23.0K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $3,464 | 200 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $13,458 | 777 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $179,608 | 10.4K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $547,901 | 31.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,399 | 181 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $3,738 | 280 | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $364 | 21 | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $1,365 | 103 | Q4 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $118 | 7 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $208 | 12 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $208 | 12 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $468 | 27 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $1,166 | 88 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $7,586 | 438 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $821 | 48 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $779 | 58 | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,144 | 66 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $12,332 | 712 | Q1 2026OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.00% | $173 | 10 | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $4,444 | 335 | Q4 2025OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.00% | $4 | 0 | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $15 | 1 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.