INVESCO EXCHANGE TRADED FD T
CUSIP 46137V357
Invesco Exchange Traded Fd T has 2,183 institutional holders in Filings Flow’s 13F database, together reporting 13.50M shares worth $2.6B as of Q2 2026. The largest reported holders are Morgan Stanley, Northwestern Mutual Wealth Management Co, and Bank Of America Corp /De/.
Institutional Holders
2,183
Q2 2026
Reported Value
$55.8B
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 |
|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP$2.7B AUM | 38.92% | $1.0B | 5.47M | Q1 2026OLDER |
| Trust Co of Tennessee$537M AUM | 35.43% | $190M | 991.5K | Q1 2026OLDER |
| EMORY UNIVERSITY$267M AUM | 35.37% | $95M | 492.7K | Q1 2026OLDER |
| Schusterman Interests, LLC$391M AUM | 30.66% | $120M | 625.0K | Q1 2026OLDER |
| GR FINANCIAL GROUP, LLC$301M AUM | 30.12% | $91M | 473.2K | Q1 2026OLDER |
| Freedom Together Foundation$762M AUM | 27.70% | $211M | 1.10M | Q1 2026OLDER |
| Naman Capital Ltda$360M AUM | 22.83% | $82M | 428.0K | Q1 2026OLDER |
| North Peak Capital Management, LLC$601M AUM | 22.37% | $263M | 1.37M | Q4 2025OLDER |
| LTG Capital LLC$131M AUM | 21.96% | $29M | 149.8K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 21.68% | $62M | 320.9K | Q1 2026OLDER |
| MUSTICO FINANCIAL GROUP, INC.$143M AUM | 21.19% | $30M | 151.0K | Q1 2026OLDER |
| Bayview Asset Management, LLC$260M AUM | 21.05% | $55M | 285.0K | Q1 2026OLDER |
| PartnerRe Asset Management CORP$142M AUM | 21.01% | $30M | 139.7K | Q2 2026 |
| PJT Investments Corp.$252M AUM | 18.86% | $48M | 248.0K | Q1 2026OLDER |
| Spider Management Company, LLC$351M AUM | 18.79% | $66M | 343.2K | Q1 2026OLDER |
| Moment Partners, LLC$561M AUM | 17.85% | $100M | 521.3K | Q1 2026OLDER |
| Vanderbilt University$526M AUM | 17.10% | $90M | 469.0K | Q1 2026OLDER |
| Partnership Wealth Management, LLC$131M AUM | 16.89% | $22M | 115.4K | Q1 2026OLDER |
| Endurance Services Ltd$594M AUM | 16.52% | $98M | 511.0K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 15.53% | $26M | 123.2K | Q2 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 15.49% | $254M | 1.32M | Q1 2026OLDER |
| FSA Investment Group, LLC$248M AUM | 15.10% | $38M | 195.4K | Q1 2026OLDER |
| Stephenson & Company, Inc.$184M AUM | 14.17% | $26M | 136.1K | Q1 2026OLDER |
| Kopp Family Office, LLC$163M AUM | 13.92% | $23M | 106.7K | Q2 2026 |
| SimpliFi, Inc.$238M AUM | 13.79% | $33M | 171.1K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 12.25% | $42M | 219.1K | Q1 2026OLDER |
| Copos Capital S.a r.l.$143M AUM | 12.13% | $17M | 90.7K | Q4 2025OLDER |
| LeConte Wealth Management, LLC$155M AUM | 12.04% | $19M | 97.1K | Q1 2026OLDER |
| BROGAN FINANCIAL, INC.$227M AUM | 11.55% | $26M | 136.8K | Q1 2026OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 11.42% | $17M | 86.1K | Q1 2026OLDER |
| Japan Science & Technology Agency$4.8B AUM | 11.35% | $546M | 2.84M | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 10.84% | $45M | 232.5K | Q1 2026OLDER |
| Wealth Forward, LLC$177M AUM | 10.80% | $19M | 99.7K | Q1 2026OLDER |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 10.72% | $15M | 75.9K | Q1 2026OLDER |
| Element Squared LLC$177M AUM | 10.48% | $19M | 96.9K | Q1 2026OLDER |
| Davis Investment Partners, LLC$283M AUM | 10.16% | $29M | 149.9K | Q1 2026OLDER |
| University of Illinois Foundation$487M AUM | 10.13% | $49M | 257.2K | Q1 2026OLDER |
| Davidson Kahn Capital Management, LLC$188M AUM | 10.10% | $19M | 98.6K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 10.00% | $30M | 156.1K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 9.60% | $21M | 109.1K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 9.41% | $17M | 90.1K | Q1 2026OLDER |
| Visualize Group LP$243M AUM | 9.27% | $23M | 117.3K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 9.19% | $16M | 85.1K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 9.09% | $90M | 467.9K | Q1 2026OLDER |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 9.09% | $67M | 351.5K | Q1 2026OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 9.04% | $42M | 219.2K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 8.95% | $20M | 103.9K | Q1 2026OLDER |
| Jacksonville Wealth Management, LLC$148M AUM | 8.90% | $13M | 68.7K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 8.86% | $29M | 149.3K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 8.86% | $25M | 129.9K | Q1 2026OLDER |
| Granby Capital Management, LLC$174M AUM | 8.80% | $15M | 80.0K | Q1 2026OLDER |
| TOMS Capital Investment Management LP$3.8B AUM | 8.80% | $379M | 2.00M | Q3 2025OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 8.73% | $21M | 107.5K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 8.64% | $13M | 69.4K | Q1 2026OLDER |
| Consolidated Investment Group LLC$922M AUM | 8.62% | $79M | 414.2K | Q1 2026OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 8.54% | $20M | 105.1K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 8.44% | $48M | 250.4K | Q1 2026OLDER |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 8.28% | $26M | 129.0K | Q1 2026OLDER |
| M3 Wealth Management, LLC$123M AUM | 8.25% | $10M | 52.8K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 8.22% | $22M | 115.6K | Q1 2026OLDER |
| FIRST INTERSTATE BANK$1.8B AUM | 8.21% | $146M | 761.2K | Q1 2026OLDER |
| Fund 1 Investments, LLC$872M AUM | 8.20% | $67M | 350.0K | Q4 2025OLDER |
| Carlton Hofferkamp & Jenks Wealth Management, LLC$299M AUM | 8.14% | $24M | 120.9K | Q1 2026OLDER |
| Seneca House Advisors$252M AUM | 8.12% | $20M | 106.5K | Q1 2026OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 8.01% | $49M | 257.1K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 7.96% | $20M | 106.8K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 7.94% | $13M | 65.5K | Q1 2026OLDER |
| SPC Financial, Inc.$1.3B AUM | 7.86% | $101M | 530.4K | Q3 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 7.83% | $27M | 140.4K | Q4 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 7.71% | $66M | 344.6K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 7.67% | $39M | 202.9K | Q1 2026OLDER |
| SYKON CAPITAL LLC$300M AUM | 7.65% | $23M | 119.5K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 7.43% | $35M | 182.0K | Q1 2026OLDER |
| Roth Financial Partners LLC$293M AUM | 7.19% | $21M | 109.8K | Q1 2026OLDER |
| Vectors Research Management, LLC$342M AUM | 7.19% | $25M | 128.3K | Q1 2026OLDER |
| CHAI TRUST CO LLC$1.2B AUM | 7.15% | $84M | 1.87M | Q1 2026OLDER |
| Requisite Capital Management, LLC$537M AUM | 7.08% | $38M | 197.9K | Q1 2026OLDER |
| FORTRESS FINANCIAL GROUP, LLC$135M AUM | 7.05% | $10M | 49.6K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 6.94% | $26M | 137.0K | Q1 2026OLDER |
| Solidarity Wealth, LLC$521M AUM | 6.91% | $36M | 187.4K | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 6.83% | $50M | 261.0K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 6.81% | $31M | 164.3K | Q4 2025OLDER |
| Sterling Manor Financial, LLC$160M AUM | 6.64% | $11M | 55.3K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 6.40% | $31M | 159.5K | Q1 2026OLDER |
| Elk River Wealth Management LLC$602M AUM | 6.24% | $38M | 195.7K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 6.18% | $8M | 42.5K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 6.15% | $18M | 95.9K | Q1 2026OLDER |
| Cercano Management LLC$2.3B AUM | 6.14% | $142M | 741.4K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 6.08% | $13M | 66.6K | Q1 2026OLDER |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 6.07% | $10M | 51.4K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 6.02% | $59M | 306.4K | Q1 2026OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 6.01% | $22M | 114.5K | Q1 2026OLDER |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC$113M AUM | 5.98% | $7M | 34.0K | Q4 2025OLDER |
| Tandem Wealth Advisors LLC$224M AUM | 5.98% | $13M | 69.8K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 5.90% | $26M | 137.9K | Q1 2026OLDER |
| GREENBERG FINANCIAL GROUP$242M AUM | 5.71% | $14M | 72.1K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 5.71% | $92M | 477.9K | Q2 2026 |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 5.69% | $9M | 48.5K | Q1 2026OLDER |
| Wealth Care LLC$113M AUM | 5.59% | $6M | 32.8K | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 5.54% | $22M | 116.9K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 5.50% | $27M | 138.6K | Q1 2026OLDER |
| Ehrenkranz Partners L.P.$126M AUM | 5.43% | $7M | 35.8K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 5.37% | $7M | 37.1K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 5.34% | $117M | 608.0K | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 5.33% | $25M | 128.5K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 5.30% | $8M | 40.9K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 5.29% | $63M | 294.5K | Q2 2026 |
| GRANVILLE CAPITAL, INC.$191M AUM | 5.27% | $10M | 52.5K | Q1 2026OLDER |
| Bracebridge Capital, LLC$3.7B AUM | 5.27% | $100M | 529.1K | Q3 2025OLDER |
| WFA Asset Management Corp$184M AUM | 5.24% | $10M | 53.8K | Q3 2025OLDER |
| Walker Financial Services, Inc.$292M AUM | 5.16% | $15M | 78.6K | Q1 2026OLDER |
| PMG Wealth Management, Inc.$139M AUM | 5.12% | $7M | 37.0K | Q1 2026OLDER |
| Grange Capital, LLC$100M AUM | 5.12% | $5M | 26.8K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 5.11% | $17M | 87.3K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 5.10% | $5M | 27.8K | Q1 2026OLDER |
| MASON STREET ADVISORS, LLC$1.0B AUM | 5.02% | $51M | 267.8K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 5.02% | $22M | 113.5K | Q1 2026OLDER |
| Bell Bank$2.4B AUM | 5.00% | $118M | 614.3K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 4.81% | $7M | 46.2K | Q1 2026OLDER |
| RFP Financial Group LLC$184M AUM | 4.80% | $9M | 46.0K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 4.79% | $18M | 91.8K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 4.78% | $23M | 114.1K | Q1 2026OLDER |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 4.75% | $32M | 168.4K | Q4 2025OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 4.75% | $9M | 45.6K | Q1 2026OLDER |
| Private Wealth Group, LLC$259M AUM | 4.74% | $12M | 57.7K | Q2 2026 |
| One Day In July LLC$1.2B AUM | 4.74% | $59M | 308.5K | Q1 2026OLDER |
| PATTON FUND MANAGEMENT, INC.$589M AUM | 4.68% | $28M | 143.5K | Q1 2026OLDER |
| Peak Financial Management, Inc.$394M AUM | 4.63% | $18M | 95.1K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 4.62% | $71M | 370.4K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 4.61% | $11M | 56.5K | Q2 2026 |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 4.56% | $14M | 74.8K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 4.48% | $16M | 85.5K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 4.43% | $7M | 34.4K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 4.38% | $60M | 279.9K | Q2 2026 |
| Ballast, Inc.$432M AUM | 4.32% | $19M | 97.3K | Q1 2026OLDER |
| Mendota Financial Group, LLC$161M AUM | 4.25% | $7M | 32.3K | Q2 2026 |
| McHugh Group, LLC$169M AUM | 4.25% | $7M | 37.4K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 4.25% | $9M | 47.5K | Q4 2025OLDER |
| Compton Wealth Advisory Group, LLC$449M AUM | 4.23% | $19M | 98.7K | Q1 2026OLDER |
| Hi-Line Capital Management, LLC$318M AUM | 4.22% | $13M | 69.9K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 4.20% | $6M | 28.7K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 4.18% | $13M | 67.3K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 4.14% | $9M | 44.7K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 4.12% | $9M | 49.1K | Q4 2025OLDER |
| Fire Capital Management LLC$214M AUM | 4.03% | $9M | 44.9K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 4.00% | $32M | 167.8K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 3.99% | $27M | 128.4K | Q2 2026 |
| CMG Global Holdings, LLC$210M AUM | 3.99% | $8M | 43.6K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 3.98% | $40M | 187.4K | Q2 2026 |
| Baring Financial LLC$182M AUM | 3.96% | $6M | 30.6K | Q3 2025OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 3.91% | $13M | 67.4K | Q1 2026OLDER |
| COFG Advisors, LLC$404M AUM | 3.90% | $16M | 82.2K | Q1 2026OLDER |
| LCW Services, LLC$201M AUM | 3.89% | $8M | 40.8K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 3.87% | $8M | 39.3K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 3.86% | $15M | 69.8K | Q2 2026 |
| One William Street Capital Management, L.P.$1.2B AUM | 3.85% | $29M | 150.0K | Q4 2025OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 3.84% | $13M | 68.1K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 3.82% | $11M | 55.6K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 3.80% | $4M | 20.0K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 3.79% | $11M | 49.6K | Q2 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 3.77% | $397M | 2.07M | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 3.71% | $859M | 4.47M | Q1 2026OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 3.70% | $5M | 27.5K | Q1 2026OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 3.68% | $39M | 201.2K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 3.66% | $26M | 136.6K | Q1 2026OLDER |
| Diesslin Group, Inc.$259M AUM | 3.66% | $9M | 44.6K | Q2 2026 |
| Black Maple Capital Management LP$179M AUM | 3.64% | $7M | 34.0K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 3.61% | $25M | 130.1K | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 3.60% | $18M | 95.7K | Q1 2026OLDER |
| Gambit Capital Management, LLC$145M AUM | 3.58% | $5M | 27.1K | Q1 2026OLDER |
| Kera Capital Partners, Inc.$815M AUM | 3.57% | $29M | 151.4K | Q1 2026OLDER |
| MKP Capital Management, L.L.C.$3.0B AUM | 3.56% | $100M | 522.0K | Q4 2025OLDER |
| Permanent Capital Management, LP$643M AUM | 3.56% | $23M | 112.5K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 3.55% | $5M | 26.4K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 3.48% | $25M | 129.1K | Q1 2026OLDER |
| Ruggaard & Associates LLC$252M AUM | 3.45% | $9M | 45.3K | Q1 2026OLDER |
| Lumbard & Kellner, LLC$289M AUM | 3.43% | $10M | 51.6K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 3.42% | $8M | 40.6K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 3.42% | $31M | 162.7K | Q1 2026OLDER |
| RMR Capital Management, LLC$138M AUM | 3.39% | $5M | 24.4K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 3.33% | $66M | 343.7K | Q1 2026OLDER |
| Cannon Advisors, Inc.$135M AUM | 3.33% | $4M | 23.4K | Q1 2026OLDER |
| Courage Miller Partners, LLC$354M AUM | 3.31% | $12M | 61.2K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 3.30% | $9M | 48.0K | Q1 2026OLDER |
| Hegarty Advisors, LLC$127M AUM | 3.28% | $4M | 21.7K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 3.27% | $17M | 91.1K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 3.26% | $23M | 121.1K | Q1 2026OLDER |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM | 3.25% | $690M | 3.60M | Q4 2025OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 3.23% | $11M | 58.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 3.20% | $5.2B | 27.09M | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 3.16% | $365M | 1.90M | Q1 2026OLDER |
| Ally Financial Inc.$804M AUM | 3.13% | $25M | 131.0K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 3.12% | $148M | 770.0K | Q1 2026OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 3.11% | $11M | 56.6K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 3.10% | $7M | 34.9K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 3.08% | $11M | 49.8K | Q2 2026 |
| Fluent Financial, LLC$280M AUM | 3.07% | $9M | 40.4K | Q2 2026 |
| Peak Asset Management, LLC$567M AUM | 3.07% | $17M | 90.6K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 3.04% | $11M | 59.4K | Q1 2026OLDER |
| Performa Ltd (US), LLC$442M AUM | 3.03% | $13M | 69.7K | Q1 2026OLDER |
| Baltimore-Washington Financial Advisors, Inc.$2.3B AUM | 3.03% | $70M | 365.3K | Q1 2026OLDER |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS$1.0B AUM | 3.01% | $31M | 162.4K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 3.01% | $14M | 73.6K | Q1 2026OLDER |
| MANCHESTER FINANCIAL INC$521M AUM | 3.00% | $16M | 81.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 2.92% | $99M | 465.3K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 2.92% | $39M | 202.9K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 2.90% | $1.3B | 6.60M | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 2.89% | $16M | 85.5K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 2.89% | $5M | 25.2K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 2.88% | $8M | 39.2K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 2.87% | $18M | 93.5K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 2.87% | $7M | 34.2K | Q2 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 2.86% | $6M | 32.1K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 2.85% | $5M | 26.0K | Q1 2026OLDER |
| Lord & Richards Wealth Management, LLC$114M AUM | 2.85% | $3M | 16.9K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 2.82% | $7M | 36.5K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 2.81% | $5M | 26.9K | Q1 2026OLDER |
| DUPONT CAPITAL MANAGEMENT CORP$879M AUM | 2.80% | $25M | 128.4K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 2.75% | $37M | 194.7K | Q1 2026OLDER |
| DEFINED WEALTH MANAGEMENT, LLC$171M AUM | 2.75% | $5M | 24.4K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 2.74% | $9M | 45.3K | Q1 2026OLDER |
| Perbak Capital Partners LLP$406M AUM | 2.74% | $11M | 58.0K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 2.72% | $25M | 129.1K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 2.71% | $8M | 43.5K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 2.71% | $3M | 15.8K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 2.70% | $12M | 59.3K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 2.67% | $11M | 56.8K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 2.66% | $7M | 35.2K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 2.64% | $10M | 52.4K | Q1 2026OLDER |
| Lakeshore Financial Planning, Inc.$276M AUM | 2.64% | $7M | 38.0K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 2.64% | $16M | 78.4K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 2.64% | $7M | 34.0K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 2.63% | $5M | 27.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 2.62% | $111M | 576.5K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 2.62% | $124M | 583.9K | Q2 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 2.60% | $6M | 32.3K | Q1 2026OLDER |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 2.57% | $6M | 32.3K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 2.56% | $22M | 114.7K | Q1 2026OLDER |
| Petrus Trust Company, LTA$915M AUM | 2.53% | $23M | 120.8K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 2.53% | $15M | 70.4K | Q2 2026 |
| Lunt Capital Management, Inc.$260M AUM | 2.51% | $7M | 34.1K | Q1 2026OLDER |
| Atlas Private Wealth Advisors$425M AUM | 2.51% | $11M | 55.6K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 2.51% | $46M | 241.9K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 2.50% | $21M | 98.1K | Q2 2026 |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 2.50% | $5M | 27.2K | Q1 2026OLDER |
| Raab & Moskowitz Asset Management LLC$450M AUM | 2.49% | $11M | 58.3K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 2.48% | $80M | 415.1K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 2.47% | $7M | 38.3K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 2.44% | $8M | 37.5K | Q2 2026 |
| Lifestyle Asset Management, Inc.$306M AUM | 2.43% | $7M | 38.7K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 2.43% | $5M | 26.9K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 2.42% | $2M | 12.9K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 2.42% | $2M | 12.7K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 2.41% | $14M | 73.2K | Q1 2026OLDER |
| Roger Wittlin Investment Advisory, LLC$122M AUM | 2.41% | $3M | 15.4K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 2.38% | $24M | 113.7K | Q2 2026 |
| EASTERN BANK$6.5B AUM | 2.38% | $156M | 731.3K | Q2 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 2.38% | $71M | 372.5K | Q1 2026OLDER |
| Tandem Investment Partners LLC$118M AUM | 2.38% | $3M | 14.6K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 2.37% | $5M | 27.5K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 2.36% | $52M | 273.1K | Q1 2026OLDER |
| CHEMUNG CANAL TRUST CO$494M AUM | 2.35% | $12M | 60.6K | Q1 2026OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 2.34% | $5M | 23.6K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 2.31% | $4M | 20.6K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 2.30% | $16M | 82.6K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 2.28% | $3M | 15.8K | Q1 2026OLDER |
| VIAWEALTH, LLC$180M AUM | 2.26% | $4M | 21.1K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 2.25% | $11M | 55.0K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 2.25% | $11M | 56.2K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 2.24% | $10M | 50.3K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 2.23% | $3M | 15.1K | Q1 2026OLDER |
| Phoenix Wealth Advisors$253M AUM | 2.22% | $6M | 29.3K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 2.19% | $14M | 76.7K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 2.19% | $9M | 46.5K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 2.17% | $638,452 | 3.5K | Q3 2025OLDER |
| GFS Advisors, LLC$1.6B AUM | 2.17% | $17M | 113.9K | Q1 2026OLDER |
| McAlister, Sweet & Associates, Inc.$161M AUM | 2.17% | $3M | 18.1K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 2.12% | $3M | 14.7K | Q2 2026 |
| Meridian Financial Advisors, LLC$183M AUM | 2.12% | $4M | 20.2K | Q1 2026OLDER |
| Financial Planning Hawaii, Inc.$170M AUM | 2.12% | $4M | 18.7K | Q1 2026OLDER |
| Commerce Advisors, LLC$119M AUM | 2.11% | $3M | 13.1K | Q1 2026OLDER |
| BCWM, LLC$353M AUM | 2.10% | $7M | 38.7K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 2.10% | $56M | 290.2K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 2.08% | $4M | 23.0K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 2.08% | $5M | 27.6K | Q1 2026OLDER |
| Parkside Investments, LLC$823M AUM | 2.07% | $17M | 88.8K | Q1 2026OLDER |
| Junto Capital Management LP$4.7B AUM | 2.06% | $98M | 509.6K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 2.05% | $29M | 152.0K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 2.04% | $30M | 156.4K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 2.04% | $8M | 42.1K | Q1 2026OLDER |
| Battery Global Advisors, LLC$186M AUM | 2.04% | $4M | 19.7K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 2.02% | $3M | 15.9K | Q1 2026OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 2.00% | $6M | 29.1K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 1.99% | $139M | 723.9K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 1.99% | $5M | 23.5K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 1.98% | $327M | 1.71M | Q4 2025OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 1.96% | $8M | 42.8K | Q1 2026OLDER |
| Schrum Private Wealth Management LLC$131M AUM | 1.96% | $3M | 13.4K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 1.96% | $5M | 25.8K | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 1.96% | $14M | 74.7K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 1.96% | $9M | 45.8K | Q1 2026OLDER |
| QUEST INVESTMENT MANAGEMENT LLC$857M AUM | 1.96% | $17M | 87.3K | Q1 2026OLDER |
| Generali Investments CEE, investicni spolecnost, a.s.$1.9B AUM | 1.95% | $37M | 194.0K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 1.95% | $6M | 30.5K | Q1 2026OLDER |
| First Washington CORP$353M AUM | 1.94% | $7M | 38.2K | Q3 2025OLDER |
| TPG Advisors LLC$160M AUM | 1.94% | $3M | 16.2K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 1.94% | $14M | 74.8K | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 1.93% | $19M | 100.5K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 1.92% | $5M | 26.2K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 1.92% | $6M | 29.0K | Q1 2026OLDER |
| EXCALIBUR MANAGEMENT CORP$278M AUM | 1.90% | $5M | 27.6K | Q1 2026OLDER |
| Arvest Bank Trust Division$1.8B AUM | 1.90% | $35M | 182.4K | Q1 2026OLDER |
| Farnam Financial LLC$122M AUM | 1.88% | $2M | 11.9K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 1.86% | $4M | 17.3K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.86% | $15M | 76.1K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 1.85% | $3M | 17.6K | Q1 2026OLDER |
| Hudson Oak Wealth Advisory LLC$115M AUM | 1.85% | $2M | 11.1K | Q1 2026OLDER |
| 14B Captial Management LP$124M AUM | 1.85% | $2M | 12.0K | Q4 2025OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 1.84% | $10M | 52.7K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 1.83% | $16M | 85.9K | Q1 2026OLDER |
| FCA CORP /TX$354M AUM | 1.82% | $6M | 33.7K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 1.82% | $9M | 45.6K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 1.82% | $7M | 34.4K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 1.81% | $3M | 17.3K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 1.80% | $5M | 24.0K | Q1 2026OLDER |
| CEERA INVESTMENTS, LLC$228M AUM | 1.80% | $4M | 21.4K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 1.80% | $49M | 257.0K | Q1 2026OLDER |
| Blue Capital, Inc.$153M AUM | 1.80% | $3M | 14.3K | Q1 2026OLDER |
| Royal Harbor Partners, LLC$295M AUM | 1.78% | $5M | 27.4K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 1.78% | $24M | 124.9K | Q1 2026OLDER |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM | 1.78% | $349M | 1.82M | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 1.75% | $9M | 45.2K | Q1 2026OLDER |
| BostonPremier Wealth LLC$194M AUM | 1.75% | $3M | 17.7K | Q1 2026OLDER |
| Meadow Creek Wealth Advisors LLC$155M AUM | 1.75% | $3M | 14.1K | Q1 2026OLDER |
| Laraway Financial Advisors Inc$142M AUM | 1.74% | $2M | 12.9K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 1.73% | $8M | 38.0K | Q2 2026 |
| BigSur Wealth Management LLC$356M AUM | 1.72% | $6M | 32.0K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 1.71% | $6M | 32.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 1.71% | $87M | 453.8K | Q1 2026OLDER |
| FourWorld Capital Management LLC$196M AUM | 1.71% | $3M | 17.5K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 1.69% | $151M | 787.6K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 1.69% | $41M | 213.0K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 1.69% | $22M | 116.7K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 1.69% | $3M | 15.4K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.68% | $3M | 16.3K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.67% | $3M | 15.0K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 1.67% | $2M | 10.0K | Q2 2026 |
| ASL Financial, LLC$125M AUM | 1.67% | $2M | 10.9K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 1.66% | $6M | 31.3K | Q1 2026OLDER |
| Counterweight Ventures, LLC$178M AUM | 1.65% | $3M | 15.3K | Q1 2026OLDER |
| Lexington Hill Partners, LLC$206M AUM | 1.65% | $3M | 16.0K | Q2 2026 |
| Forge Financial Services LLC$987M AUM | 1.64% | $16M | 84.3K | Q1 2026OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 1.63% | $26M | 137.2K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 1.63% | $30M | 158.0K | Q1 2026OLDER |
| Ironwood Financial, llc$573M AUM | 1.63% | $9M | 48.6K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 1.61% | $5M | 26.6K | Q1 2026OLDER |
| Factorial Partners, LLC$138M AUM | 1.60% | $2M | 11.5K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 1.59% | $3M | 13.7K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 1.58% | $2M | 8.4K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 1.57% | $7M | 37.0K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 1.56% | $3M | 14.9K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 1.56% | $14M | 70.5K | Q1 2026OLDER |
| Keystone Global Partners, LLC$225M AUM | 1.54% | $3M | 18.0K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM | 1.53% | $5M | 25.1K | Q1 2026OLDER |
| Maltin Wealth Management, Inc.$262M AUM | 1.52% | $4M | 20.7K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 1.51% | $1M | 6.8K | Q4 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.51% | $2M | 11.9K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 1.51% | $32M | 169.0K | Q1 2026OLDER |
| Alpha Financial Partners LLC$169M AUM | 1.50% | $2M | 12.1K | Q3 2025OLDER |
| CenterStar Asset Management, LLC$797M AUM | 1.50% | $5M | 27.8K | Q4 2025OLDER |
| Family Manage LLC$834M AUM | 1.49% | $12M | 64.8K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 1.49% | $2M | 9.2K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 1.48% | $4M | 18.4K | Q1 2026OLDER |
| Riverbend Wealth Management, LLC$175M AUM | 1.48% | $3M | 13.4K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 1.48% | $129M | 680.6K | Q3 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 1.47% | $27M | 138.7K | Q1 2026OLDER |
| Gilbert Capital Group, Inc.$129M AUM | 1.47% | $2M | 9.9K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 1.45% | $5M | 25.9K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 1.45% | $22M | 112.3K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 1.44% | $3M | 18.4K | Q2 2026 |
| Investment Research Partners LLC$246M AUM | 1.44% | $4M | 18.5K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 1.44% | $4M | 21.7K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 1.43% | $2M | 12.8K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.43% | $3M | 12.3K | Q2 2026 |
| Focused Wealth Management, Inc$964M AUM | 1.43% | $14M | 71.8K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 1.43% | $4M | 21.0K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 1.42% | $6M | 31.6K | Q1 2026OLDER |
| JBF Capital, Inc.$676M AUM | 1.42% | $10M | 50.0K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 1.42% | $6M | 31.6K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 1.41% | $6M | 29.9K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 1.41% | $4M | 22.6K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 1.40% | $45M | 234.3K | Q1 2026OLDER |
| Sepio Capital, LP$1.8B AUM | 1.40% | $26M | 134.2K | Q1 2026OLDER |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 1.40% | $12M | 63.4K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 1.40% | $5M | 27.2K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 1.38% | $4M | 21.9K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 1.37% | $10M | 49.6K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 1.37% | $6M | 33.7K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 1.37% | $3M | 14.3K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 1.37% | $4M | 19.0K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 1.36% | $9M | 48.9K | Q1 2026OLDER |
| Teramo Advisors, LLC$474M AUM | 1.36% | $5M | 26.3K | Q3 2025OLDER |
| Saxony Capital Management, LLC$172M AUM | 1.36% | $2M | 12.2K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 1.36% | $2M | 12.1K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 1.36% | $128M | 666.6K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.36% | $12M | 63.9K | Q1 2026OLDER |
| SANDERS MORRIS HARRIS LLC$172M AUM | 1.35% | $9M | 44.5K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 1.35% | $2M | 9.1K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 1.34% | $8M | 43.3K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 1.34% | $6M | 32.0K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 1.34% | $15M | 78.4K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 1.34% | $2M | 11.7K | Q1 2026OLDER |
| Madison Park Capital Advisors, LLC$140M AUM | 1.33% | $2M | 7.9K | Q2 2026 |
| Bigelow Investment Advisors, LLC$250M AUM | 1.33% | $3M | 17.3K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.33% | $19M | 97.2K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.33% | $4M | 19.5K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 1.33% | $15M | 75.7K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 1.32% | $9M | 45.0K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 1.32% | $48M | 248.2K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 1.32% | $18M | 94.7K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 1.31% | $3M | 15.5K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 1.30% | $11M | 59.6K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 1.30% | $6M | 33.3K | Q4 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 1.28% | $42M | 217.5K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 1.27% | $5M | 27.4K | Q1 2026OLDER |
| Tudor Financial Inc.$196M AUM | 1.27% | $2M | 12.9K | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 1.26% | $6M | 32.7K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 1.26% | $29M | 153.3K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 1.26% | $2M | 9.5K | Q1 2026OLDER |
| CoreFirst Bank & Trust$189M AUM | 1.26% | $2M | 12.4K | Q2 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 1.26% | $344M | 1.79M | Q1 2026OLDER |
| DIVERSIFIED MANAGEMENT INC$583M AUM | 1.24% | $7M | 37.8K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 1.24% | $6M | 31.5K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 1.24% | $2M | 9.3K | Q1 2026OLDER |
| EPIQ PARTNERS, LLC$236M AUM | 1.24% | $3M | 13.7K | Q2 2026 |
| VISIONARY HORIZONS, LLC$203M AUM | 1.24% | $3M | 13.1K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 1.23% | $5M | 24.2K | Q1 2026OLDER |
| Renasant Bank$141M AUM | 1.22% | $2M | 9.0K | Q1 2026OLDER |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 1.22% | $5M | 26.8K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 1.22% | $6M | 28.8K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.22% | $6M | 31.7K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 1.21% | $6M | 33.0K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 1.21% | $7M | 36.8K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 1.20% | $4M | 19.2K | Q1 2026OLDER |
| CAPE ANN SAVINGS BANK$199M AUM | 1.20% | $2M | 12.5K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 1.20% | $17M | 91.1K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 1.20% | $2M | 8.8K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 1.20% | $10M | 49.8K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 1.20% | $2M | 12.1K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 1.19% | $2M | 10.1K | Q1 2026OLDER |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 1.18% | $22M | 116.8K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.18% | $3M | 16.3K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 1.18% | $3M | 14.0K | Q1 2026OLDER |
| Fortune Financial Advisors, LLC$196M AUM | 1.18% | $2M | 12.0K | Q1 2026OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 1.18% | $162M | 841.9K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 1.17% | $2M | 11.9K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 1.16% | $5M | 23.5K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 1.16% | $127M | 660.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 1.14% | $17M | 86.8K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 1.14% | $4M | 20.3K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 1.13% | $16M | 80.9K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 1.13% | $3M | 14.6K | Q1 2026OLDER |
| Great Diamond Partners, LLC$520M AUM | 1.12% | $6M | 30.4K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 1.11% | $2M | 10.5K | Q1 2026OLDER |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 1.10% | $4M | 20.8K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 1.09% | $6M | 29.6K | Q1 2026OLDER |
| Ironsides Asset Advisors, LLC$399M AUM | 1.09% | $4M | 22.6K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 1.08% | $16M | 73.0K | Q2 2026 |
| Crumly & Associates Inc.$522M AUM | 1.08% | $6M | 26.5K | Q2 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 1.06% | $1M | 6.6K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 1.06% | $9M | 47.8K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 1.06% | $2M | 10.9K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 1.05% | $4M | 20.4K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 1.05% | $24M | 123.3K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 1.05% | $2M | 10.3K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.05% | $2M | 8.1K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.04% | $2M | 11.0K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 1.03% | $22M | 116.8K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 1.03% | $6M | 30.0K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 1.03% | $2M | 8.3K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 1.03% | $6M | 29.6K | Q2 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 1.02% | $18M | 95.5K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 1.02% | $1M | 6.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 1.02% | $14M | 74.9K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 1.02% | $21M | 111.0K | Q1 2026OLDER |
| Rokos Capital Management LLP$13.2B AUM | 1.02% | $135M | 701.8K | Q1 2026OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 1.02% | $5M | 24.0K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 1.02% | $9M | 40.1K | Q2 2026 |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 1.02% | $6M | 33.2K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 1.01% | $2M | 8.7K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 1.00% | $14M | 71.4K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 1.00% | $4M | 21.6K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 1.00% | $6M | 29.2K | Q2 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.99% | $20M | 103.3K | Q1 2026OLDER |
| Elgethun Capital Management$605M AUM | 0.99% | $6M | 31.1K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.98% | $25M | 127.7K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.98% | $7M | 34.5K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.98% | $1M | 5.3K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.98% | $13M | 69.9K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 0.97% | $3M | 16.9K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.