INVESCO EXCHANGE TRADED FD T
CUSIP 46137V282
Invesco Exchange Traded Fd T has 409 institutional holders in Filings Flow’s 13F database, together reporting 41.59M shares worth $1.9B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Wells Fargo & Company/Mn, and Morgan Stanley.
Institutional Holders
409
Q1 2026
Reported Value
$1.9B
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 |
|---|---|---|---|---|
| Davis Investment Partners, LLC$283M AUM | 20.05% | $57M | 1.25M | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 9.98% | $86M | 1.47M | Q1 2026OLDER |
| Aventus Investment Advisors, Inc.$118M AUM | 7.91% | $9M | 206.5K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 7.14% | $49M | 1.09M | Q3 2025OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 6.53% | $15M | 338.0K | Q1 2026OLDER |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM | 6.05% | $7M | 150.4K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 4.09% | $15M | 331.7K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 3.39% | $8M | 132.8K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 3.31% | $77M | 1.70M | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 3.25% | $7M | 157.4K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 2.72% | $5M | 101.9K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 2.60% | $4M | 95.2K | Q1 2026OLDER |
| Paller Financial Services Inc$134M AUM | 2.49% | $3M | 51.6K | Q2 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 2.35% | $7M | 145.5K | Q1 2026OLDER |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 2.28% | $4M | 99.2K | Q1 2026OLDER |
| Arch Global Advisors, LLC$192M AUM | 2.24% | $4M | 94.8K | Q1 2026OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 2.22% | $2M | 52.0K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 2.14% | $4M | 87.4K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 2.00% | $11M | 242.4K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.89% | $6M | 125.3K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 1.71% | $6M | 128.3K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 1.67% | $23M | 473.8K | Q1 2026OLDER |
| FRG Family Wealth Advisors LLC$611M AUM | 1.49% | $9M | 200.9K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 1.42% | $3M | 57.4K | Q1 2026OLDER |
| Sage Capital Advisors,llc$482M AUM | 1.31% | $6M | 97.8K | Q2 2026 |
| Activest Wealth Management$569M AUM | 1.19% | $7M | 149.8K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 1.19% | $3M | 64.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 1.09% | $20M | 449.3K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 1.04% | $6M | 122.6K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 1.01% | $4M | 97.8K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.94% | $4M | 83.0K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.93% | $2M | 39.2K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 0.92% | $2M | 40.4K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 0.90% | $4M | 78.1K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.86% | $10M | 228.2K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.82% | $2M | 54.9K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.82% | $3M | 68.6K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.81% | $1M | 31.3K | Q1 2026OLDER |
| Creegan & Nassoura Financial Group, LLC$154M AUM | 0.78% | $1M | 26.5K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.75% | $7M | 144.2K | Q1 2026OLDER |
| Ethos Capital Management, Inc.$117M AUM | 0.74% | $865,812 | 19.1K | Q1 2026OLDER |
| Abbot Financial Management, Inc.$239M AUM | 0.73% | $2M | 38.5K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.67% | $885,042 | 19.6K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.64% | $839,573 | 18.6K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.62% | $27M | 605.4K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.61% | $933,248 | 14.6K | Q2 2026 |
| Virtus Family Office LLC$117M AUM | 0.59% | $634,418 | 14.2K | Q3 2025OLDER |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.58% | $907,463 | 20.1K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.52% | $1M | 23.5K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.52% | $3M | 59.0K | Q3 2025OLDER |
| Patten Group, Inc.$575M AUM | 0.51% | $3M | 65.1K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.51% | $656,270 | 14.5K | Q1 2026OLDER |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.50% | $8M | 181.8K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.47% | $970,827 | 21.4K | Q1 2026OLDER |
| Crescent Sterling, Ltd.$112M AUM | 0.46% | $513,227 | 8.0K | Q2 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.45% | $5M | 70.6K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.45% | $4M | 62.7K | Q2 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 0.42% | $2M | 25.9K | Q2 2026 |
| Biltmore Family Office, LLC$716M AUM | 0.40% | $3M | 63.4K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.39% | $466,836 | 7.2K | Q2 2026 |
| Prostatis Group LLC$391M AUM | 0.39% | $2M | 33.9K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 0.38% | $1M | 26.6K | Q3 2025OLDER |
| Kaizen Financial Strategies$236M AUM | 0.38% | $904,522 | 17.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.38% | $6M | 129.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.37% | $26M | 568.9K | Q1 2026OLDER |
| Monument Capital Management$399M AUM | 0.36% | $1M | 32.0K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.35% | $1M | 31.0K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 0.35% | $720,766 | 15.9K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.35% | $638,084 | 14.0K | Q4 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.32% | $3M | 75.8K | Q1 2026OLDER |
| Secure Asset Management, LLC$632M AUM | 0.32% | $2M | 44.8K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.32% | $5M | 114.6K | Q1 2026OLDER |
| Halter Ferguson Financial Inc.$455M AUM | 0.32% | $1M | 31.5K | Q2 2026 |
| Apriem Advisors$1.0B AUM | 0.31% | $3M | 71.6K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.29% | $19M | 412.5K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.29% | $1M | 25.9K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.29% | $1M | 22.5K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.27% | $2M | 40.0K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 0.27% | $940,299 | 20.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.27% | $25M | 545.8K | Q1 2026OLDER |
| Allen Capital Group, LLC$1.1B AUM | 0.26% | $3M | 63.4K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.25% | $2M | 37.1K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.25% | $1M | 20.5K | Q2 2026 |
| Van Diest Capital, LLC$127M AUM | 0.25% | $315,478 | 7.0K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 0.25% | $2M | 25.2K | Q2 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.25% | $712,804 | 15.7K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.24% | $248,249 | 5.5K | Q1 2026OLDER |
| MITCHELL SINKLER & STARR/PA$217M AUM | 0.24% | $515,964 | 11.4K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.24% | $359,265 | 5.6K | Q2 2026 |
| TCFG Investment Advisors, LLC$267M AUM | 0.24% | $633,147 | 14.0K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.24% | $633,147 | 14.0K | Q1 2026OLDER |
| Crane Advisory, LLC$668M AUM | 0.24% | $2M | 31.0K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.23% | $2M | 43.5K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.22% | $294,891 | 6.5K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.22% | $2M | 30.9K | Q2 2026 |
| SEVEN MILE ADVISORY$139M AUM | 0.22% | $305,505 | 6.8K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.22% | $2M | 36.4K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.22% | $2M | 43.0K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.22% | $855,272 | 18.9K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.21% | $355,291 | 7.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.21% | $8M | 185.6K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.21% | $407,599 | 9.1K | Q3 2025OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.21% | $703,489 | 15.5K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.19% | $3M | 68.4K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 0.19% | $296,700 | 4.6K | Q2 2026 |
| Williamson Legacy Group, LLC$133M AUM | 0.19% | $249,564 | 5.5K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.19% | $553,666 | 12.2K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.18% | $393,485 | 8.7K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.18% | $974,863 | 21.9K | Q3 2025OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.18% | $559,868 | 12.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.17% | $5M | 84.8K | Q2 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.17% | $587,898 | 12.9K | Q4 2025OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.16% | $258,231 | 5.7K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.16% | $959,101 | 21.2K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.15% | $6M | 130.4K | Q1 2026OLDER |
| DMC Group, LLC$148M AUM | 0.15% | $224,728 | 4.9K | Q4 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.15% | $1M | 30.0K | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 0.14% | $2M | 35.0K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.14% | $256,335 | 5.8K | Q4 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.13% | $299,700 | 6.6K | Q1 2026OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.13% | $3M | 59.3K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.13% | $1M | 25.4K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 0.13% | $357,102 | 7.9K | Q1 2026OLDER |
| Chicago Wealth Management, Inc.$251M AUM | 0.13% | $313,898 | 6.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.12% | $408,695 | 6.3K | Q2 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.12% | $2M | 37.3K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 0.12% | $214,985 | 4.8K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.12% | $2M | 44.4K | Q3 2025OLDER |
| Clayton Financial Group LLC$195M AUM | 0.12% | $226,300 | 5.0K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.12% | $333,114 | 7.4K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.11% | $645,216 | 14.1K | Q4 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.10% | $3M | 58.8K | Q1 2026OLDER |
| PURE PORTFOLIOS HOLDINGS LLC$332M AUM | 0.10% | $343,477 | 7.5K | Q4 2025OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.10% | $222,089 | 4.9K | Q4 2025OLDER |
| Sankala Group LLC$122M AUM | 0.10% | $125,205 | 2.8K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.10% | $645,904 | 14.3K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.10% | $437,303 | 9.7K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.10% | $114,711 | 2.5K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.09% | $395,571 | 8.7K | Q1 2026OLDER |
| Purus Wealth Management, LLC$314M AUM | 0.09% | $286,548 | 6.3K | Q1 2026OLDER |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.09% | $247,120 | 5.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.08% | $9M | 195.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.08% | $3M | 46.3K | Q2 2026 |
| Allred Capital Management, LLC$275M AUM | 0.08% | $229,740 | 5.1K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 0.08% | $364,532 | 8.1K | Q1 2026OLDER |
| Atlantic Private Wealth, LLC$153M AUM | 0.08% | $120,016 | 2.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.08% | $314,212 | 6.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.08% | $6M | 126.4K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.07% | $246,802 | 5.5K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.07% | $418,655 | 9.3K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.07% | $200,244 | 4.4K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.07% | $6M | 138.2K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.07% | $704,805 | 15.6K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 0.06% | $285,138 | 6.3K | Q1 2026OLDER |
| OLIO Financial Planning$361M AUM | 0.06% | $223,449 | 4.9K | Q1 2026OLDER |
| Aviance Capital Partners, LLC$854M AUM | 0.06% | $522,753 | 11.6K | Q1 2026OLDER |
| Seal Cove Capital, LLC$107M AUM | 0.06% | $64,078 | 1.4K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.06% | $1M | 27.1K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.06% | $58,838 | 1.3K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.06% | $75,385 | 1.7K | Q3 2025OLDER |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.06% | $2M | 42.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.06% | $33M | 719.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $631,694 | 14.0K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 0.06% | $253,320 | 5.6K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.05% | $222,900 | 5.0K | Q3 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.05% | $441,828 | 9.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $36M | 792.7K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.05% | $470,659 | 10.4K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.05% | $615,084 | 13.6K | Q1 2026OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 0.05% | $269,342 | 6.0K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.05% | $225,705 | 5.0K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $618,345 | 13.7K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.05% | $271,343 | 6.0K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $4M | 79.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $2M | 40.7K | Q4 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.04% | $994,999 | 22.0K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.04% | $7M | 148.3K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.04% | $208,965 | 4.6K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.04% | $61,284 | 1.4K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.04% | $325,142 | 7.2K | Q1 2026OLDER |
| Triangle Securities Wealth Management$441M AUM | 0.04% | $200,472 | 4.4K | Q4 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 0.04% | $279,027 | 4.3K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $790,318 | 17.2K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.04% | $344,828 | 7.6K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.04% | $54,896 | 1.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $464,096 | 10.3K | Q1 2026OLDER |
| Finley Financial, LLC$248M AUM | 0.04% | $103,200 | 1.6K | Q2 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $737,235 | 16.3K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $226,344 | 5.0K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.04% | $633,640 | 14.0K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.04% | $528,864 | 11.7K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.04% | $374,196 | 6.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.04% | $342,482 | 7.6K | Q1 2026OLDER |
| Oak Harvest Investment Services$958M AUM | 0.04% | $339,445 | 7.5K | Q1 2026OLDER |
| Gryphon Financial Partners LLC$976M AUM | 0.03% | $339,450 | 7.5K | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.03% | $69,700 | 1.5K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $260,069 | 5.7K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.03% | $2M | 38.1K | Q1 2026OLDER |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $843,144 | 13.1K | Q2 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 31.4K | Q1 2026OLDER |
| First National Advisers, LLC$683M AUM | 0.03% | $224,942 | 5.0K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.03% | $1M | 26.0K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.03% | $228,110 | 5.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.03% | $90,520 | 2.0K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $273,823 | 6.0K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.03% | $8M | 182.2K | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.03% | $310,936 | 6.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $458,887 | 10.1K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.03% | $389,161 | 8.6K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $433,447 | 10.0K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 59.7K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.03% | $857,270 | 18.9K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.03% | $181,040 | 4.0K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.03% | $39,331 | 869 | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $238,326 | 5.2K | Q4 2025OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.03% | $300,345 | 6.6K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.02% | $253,094 | 5.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.02% | $6M | 134.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $7M | 144.1K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $321,230 | 7.0K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.02% | $452,600 | 10.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $90M | 1.99M | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $587,778 | 13.0K | Q2 2026 |
| PFG Advisors$2.1B AUM | 0.02% | $481,900 | 10.6K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.02% | $501,918 | 11.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 22.8K | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.02% | $242,594 | 5.4K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $263,518 | 5.8K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.02% | $600,600 | 13.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $109M | 2.42M | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $314,205 | 7.0K | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.02% | $532,165 | 11.8K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $542,233 | 12.0K | Q1 2026OLDER |
| FineMark National Bank & Trust$3.2B AUM | 0.02% | $639,870 | 14.1K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $24M | 520.4K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.02% | $266,627 | 5.9K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $343,071 | 7.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $17M | 386.2K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.02% | $473,470 | 10.5K | Q1 2026OLDER |
| SRH ADVISORS, LLC$349M AUM | 0.02% | $64,767 | 1.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 293.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $901,227 | 19.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 84.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $58M | 1.27M | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.02% | $580,500 | 9.0K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $6M | 126.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $237M | 5.23M | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.02% | $492,882 | 10.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 341.7K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.01% | $217,110 | 4.8K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $227,206 | 5.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $3M | 58.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $527,279 | 11.7K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $40,734 | 900 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 33.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $195,435 | 3.0K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $12M | 255.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 23.2K | Q3 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $384,256 | 8.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $219,602 | 4.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $263,379 | 5.8K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.01% | $35,755 | 790 | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $685,586 | 15.1K | Q4 2025OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $345,786 | 7.6K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.01% | $305,767 | 6.8K | Q1 2026OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.01% | $399,047 | 8.8K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.01% | $224,800 | 801 | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $15,158 | 257 | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $422,664 | 7.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $236,891 | 5.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 67.5K | Q2 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.01% | $45,510 | 1.0K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $670,357 | 14.8K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.01% | $13,694 | 212 | Q2 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.01% | $26,748 | 600 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $5M | 111.6K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.01% | $724,160 | 16.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $68M | 1.50M | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $296,578 | 8.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $57M | 1.26M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $605,995 | 13.4K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $205,071 | 4.6K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $280,132 | 6.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $402,268 | 7.6K | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $242,367 | 5.4K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $233,538 | 5.2K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 34.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $123,495 | 2.7K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $68,343 | 1.5K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $388,347 | 8.6K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $219,200 | 4.9K | Q3 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $227,658 | 5.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $5M | 110.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 36.6K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $383,805 | 8.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $664,779 | 14.7K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $253,100 | 5.0K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $57,954 | 1.3K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 34.7K | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $77,847 | 1.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 191.4K | Q1 2026OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.01% | $989,343 | 21.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 98.1K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 0.01% | $15,929 | 350 | Q4 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.01% | $321,133 | 7.0K | Q4 2025OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $438,900 | 9.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 114.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $570,140 | 12.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 23.7K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 30.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 27.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $445,359 | 9.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 25.3K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $225,668 | 5.0K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $383,221 | 8.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 86.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $97M | 2.13M | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $284,882 | 6.3K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $22,630 | 500 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $482,924 | 10.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $200,284 | 4.4K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $360,360 | 8.0K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $182,896 | 4.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $4M | 93.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $713,900 | 15.8K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.01% | $535,878 | 11.8K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $434,496 | 9.6K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $450,325 | 9.9K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $34,809 | 769 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 26.9K | Q4 2025OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.00% | $203,908 | 4.5K | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $297,215 | 6.6K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $45,260 | 1.0K | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $165,392 | 3.7K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $165,622 | 3.7K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2M | 34.9K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $841,836 | 18.6K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $57,933 | 1.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $19M | 417.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $9M | 202.7K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $849,394 | 18.8K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 32.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $360,354 | 8.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $264,159 | 5.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $228,005 | 5.0K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $314,087 | 6.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 61.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $81,887 | 1.8K | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $101,835 | 2.3K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.00% | $205,345 | 4.5K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.00% | $84,636 | 1.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 280.7K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $29M | 638.9K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $237,901 | 5.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $50M | 1.15M | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $135,780 | 3.0K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $213,084 | 4.7K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $257,129 | 5.7K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $48,008 | 1.1K | Q2 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $375,658 | 8.3K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $30,756 | 680 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $7,266 | 161 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $38,018 | 840 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $9,887 | 218 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $31,229 | 690 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $16,379 | 362 | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $245,348 | 5.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 86.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $7,921 | 175 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $425,851 | 9.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $70,486 | 1.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $204,267 | 4.5K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $67,890 | 1.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $310,804 | 7.0K | Q3 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $80,052 | 1.8K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 26.7K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $270,325 | 5.9K | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $600,600 | 13.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $6,827 | 150 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $43,224 | 955 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $23,137 | 519 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $123,453 | 2.7K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $9,459 | 209 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $636,853 | 14.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $30,826 | 677 | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $53,285 | 1.2K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.00% | $4,979 | 110 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $33,417 | 738 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $853,641 | 18.8K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 67.6K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $5,431 | 120 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $785,125 | 17.3K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $53,090 | 1.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $316,820 | 7.0K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $3,168 | 70 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $235,261 | 5.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $849,131 | 18.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $203,896 | 4.5K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $503,461 | 11.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $20,717 | 451 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $330,264 | 7.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $274,744 | 6.0K | Q4 2025OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $9,052 | 200 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 40.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $176,514 | 3.9K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $963,309 | 21.3K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $7,694 | 170 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $173,862 | 3.9K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 28.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $491,508 | 10.8K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $39,965 | 883 | Q2 2026 |
| City State Bank$385M AUM | 0.00% | $2,716 | 60 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $15,389 | 340 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $6,065 | 134 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $512,561 | 11.3K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $7,830 | 173 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $345,289 | 7.6K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $4,300 | 95 | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.00% | $3,168 | 70 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $695,057 | 15.4K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $20,639 | 456 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $13,374 | 300 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 47.3K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $27,156 | 600 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $4,130 | 89 | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $3,004 | 66 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 36.5K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $158,629 | 3.4K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $2,309 | 51 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $591,000 | 13.1K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $2,293 | 51 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $3,076 | 69 | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,413 | 75 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $395,256 | 8.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 36.3K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $2,716 | 60 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $4,515 | 70 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $439,067 | 9.7K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $3M | 60.7K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $224,817 | 5.0K | Q3 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $884,335 | 19.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $697,004 | 15.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $332,073 | 7.3K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $10,410 | 230 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $7,536 | 166 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $52,864 | 1.2K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $150,490 | 3.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $16,294 | 360 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $230,826 | 5.1K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $14,483 | 320 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $33,658 | 755 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $376,284 | 8.3K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $5,114 | 113 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.