INVESCO EXCHANGE TRADED FD T
CUSIP 46137V100
Invesco Exchange Traded Fd T has 563 institutional holders in Filings Flow’s 13F database, together reporting 24.75M shares worth $4.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Lpl Financial LLC.
Institutional Holders
563
Q1 2026
Reported Value
$4.0B
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 |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 12.49% | $15M | 87.8K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 6.54% | $7M | 41.4K | Q1 2026OLDER |
| SEARCY FINANCIAL SERVICES INC /ADV$270M AUM | 6.51% | $18M | 105.9K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 5.08% | $6M | 35.6K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 5.05% | $9M | 51.6K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 4.26% | $12M | 71.0K | Q1 2026OLDER |
| Presidio Capital Management, LLC$344M AUM | 4.11% | $14M | 85.4K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 3.33% | $7M | 43.0K | Q1 2026OLDER |
| FISCHER INVESTMENT STRATEGIES, LLC$171M AUM | 3.20% | $5M | 33.1K | Q2 2026 |
| Henson-Edgewater Management, LLC$157M AUM | 3.12% | $5M | 29.6K | Q1 2026OLDER |
| Beacon Harbor Wealth Advisors, Inc.$477M AUM | 3.02% | $13M | 83.2K | Q3 2025OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 2.69% | $11M | 63.6K | Q1 2026OLDER |
| Turn8 Private Wealth Inc.$160M AUM | 2.56% | $4M | 24.7K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 2.48% | $3M | 19.9K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 2.41% | $8M | 46.6K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 2.37% | $5M | 29.5K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.20% | $57M | 325.3K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 2.00% | $10M | 61.2K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 1.99% | $26M | 156.0K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 1.88% | $6M | 34.9K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 1.86% | $2M | 13.1K | Q1 2026OLDER |
| McNaughton Wealth Management, LLC$282M AUM | 1.82% | $5M | 28.9K | Q2 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV$730M AUM | 1.81% | $13M | 79.8K | Q1 2026OLDER |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 1.80% | $28M | 166.2K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.80% | $3M | 16.1K | Q1 2026OLDER |
| Green Ridge Wealth Planning LLC$238M AUM | 1.70% | $4M | 22.8K | Q2 2026 |
| Detalus Advisors, LLC$438M AUM | 1.64% | $7M | 43.3K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.57% | $2M | 14.6K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 1.56% | $5M | 31.6K | Q1 2026OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 1.51% | $12M | 72.0K | Q1 2026OLDER |
| BECK CAPITAL MANAGEMENT, LLC$437M AUM | 1.51% | $7M | 39.8K | Q1 2026OLDER |
| Uniting Wealth Partners, LLC$470M AUM | 1.45% | $7M | 41.0K | Q1 2026OLDER |
| Spectrum Strategic Capital Management, LLC$186M AUM | 1.44% | $3M | 16.1K | Q1 2026OLDER |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 1.28% | $5M | 27.9K | Q2 2026 |
| Northstar Financial Companies, Inc.$126M AUM | 1.24% | $2M | 9.4K | Q1 2026OLDER |
| CMH Wealth Management LLC$655M AUM | 1.16% | $8M | 43.0K | Q2 2026 |
| SageGuard Financial Group, LLC$646M AUM | 1.12% | $7M | 43.6K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.07% | $2M | 11.0K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 1.06% | $7M | 43.9K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 1.04% | $2M | 10.1K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 0.99% | $3M | 19.8K | Q1 2026OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.98% | $2M | 10.1K | Q1 2026OLDER |
| Ferguson Shapiro LLC$342M AUM | 0.97% | $3M | 18.7K | Q2 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.93% | $1M | 6.6K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.92% | $53M | 337.8K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.91% | $66M | 399.7K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 0.84% | $875,559 | 5.3K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.82% | $1M | 7.6K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.81% | $1M | 7.5K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.80% | $7M | 42.0K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.80% | $4M | 23.4K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.80% | $3M | 20.9K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.79% | $55M | 332.6K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.75% | $12M | 70.5K | Q1 2026OLDER |
| City Center Advisors, LLC$123M AUM | 0.75% | $925,039 | 5.2K | Q2 2026 |
| M3 Wealth Management, LLC$123M AUM | 0.72% | $910,960 | 5.8K | Q4 2025OLDER |
| Financial Partners Group, Inc$836M AUM | 0.69% | $6M | 34.6K | Q1 2026OLDER |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 0.67% | $929,743 | 5.6K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.67% | $2M | 9.9K | Q2 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.66% | $2M | 14.7K | Q4 2025OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.64% | $3M | 16.1K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 0.60% | $998,401 | 6.0K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.60% | $5M | 30.6K | Q3 2025OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.58% | $3M | 21.0K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.57% | $6M | 35.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.54% | $595,664 | 3.8K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.53% | $16M | 95.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.51% | $949,658 | 5.7K | Q1 2026OLDER |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 0.50% | $46M | 275.5K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.46% | $958,209 | 5.8K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.46% | $3M | 15.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.44% | $10M | 60.3K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.44% | $4M | 24.3K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.42% | $2M | 10.1K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.42% | $3M | 22.9K | Q1 2026OLDER |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.42% | $807,789 | 4.9K | Q1 2026OLDER |
| Valley Brook Capital Group, Inc.$149M AUM | 0.40% | $600,833 | 3.6K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 0.40% | $2M | 9.2K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 0.39% | $1M | 9.0K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 0.38% | $1M | 8.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.38% | $7M | 42.6K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.38% | $813,090 | 4.9K | Q1 2026OLDER |
| Exit Wealth Advisors, LLC.$195M AUM | 0.37% | $719,806 | 4.3K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.37% | $1M | 8.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.36% | $21M | 125.6K | Q1 2026OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.36% | $1M | 8.4K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.36% | $3M | 18.8K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.35% | $15M | 91.2K | Q1 2026OLDER |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.33% | $939,188 | 5.7K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 0.33% | $335 | 2.0K | Q4 2025OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.31% | $839,617 | 4.8K | Q2 2026 |
| EFG International AG$4.7B AUM | 0.30% | $14M | 85.9K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.30% | $816,073 | 4.9K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.30% | $439,298 | 2.7K | Q2 2026 |
| Fulcrum Equity Management$136M AUM | 0.30% | $310,623 | 2.0K | Q4 2025OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.30% | $1M | 7.0K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.30% | $5M | 29.3K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.29% | $4M | 25.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.29% | $5M | 32.5K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.28% | $1M | 7.1K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.28% | $331,400 | 2.0K | Q1 2026OLDER |
| Prosperity Financial Group, Inc.$271M AUM | 0.28% | $750,734 | 4.5K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.27% | $3M | 20.7K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.27% | $1M | 8.5K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.26% | $304,060 | 1.8K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.26% | $824,026 | 5.0K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.25% | $2M | 12.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.25% | $6M | 34.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.24% | $7M | 40.4K | Q1 2026OLDER |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.24% | $820,878 | 5.0K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.24% | $3M | 19.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.24% | $1M | 6.7K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.24% | $786,858 | 4.7K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.24% | $1M | 6.0K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.23% | $381,110 | 2.3K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.23% | $2M | 9.9K | Q4 2025OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.23% | $2M | 13.5K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.23% | $13M | 75.5K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.22% | $4M | 24.0K | Q1 2026OLDER |
| ARRIEN INVESTMENTS, INC.$184M AUM | 0.22% | $399,337 | 2.4K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.21% | $1M | 7.9K | Q1 2026OLDER |
| FLOYD FINANCIAL GROUP LLC$150M AUM | 0.21% | $308,398 | 1.7K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.20% | $287,885 | 1.7K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 0.20% | $214,753 | 1.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.20% | $36M | 216.2K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.19% | $2M | 11.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.19% | $5M | 31.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.19% | $2M | 14.4K | Q1 2026OLDER |
| KG Capital Management$139M AUM | 0.19% | $264,126 | 1.6K | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.18% | $252,693 | 1.5K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.18% | $1M | 6.1K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.18% | $265,387 | 1.6K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.17% | $355,427 | 2.1K | Q1 2026OLDER |
| BFI Infinity Ltd.$178M AUM | 0.17% | $308,225 | 1.9K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.17% | $364,540 | 2.2K | Q1 2026OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.16% | $298,260 | 1.8K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.16% | $291,879 | 1.8K | Q1 2026OLDER |
| Blue Zone Wealth Advisors, LLC$491M AUM | 0.15% | $755,261 | 4.6K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.15% | $209,947 | 1.3K | Q1 2026OLDER |
| ADVOCATE GROUP LLC$639M AUM | 0.15% | $977,630 | 5.9K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.15% | $299,738 | 1.8K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.15% | $887,820 | 5.3K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 0.14% | $478,607 | 2.9K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.14% | $569,345 | 3.4K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.14% | $501,409 | 3.0K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.14% | $270,859 | 1.6K | Q1 2026OLDER |
| Wellington Shields & Co., LLC$392M AUM | 0.14% | $531,766 | 3.2K | Q1 2026OLDER |
| Chokshi & Queen Wealth Advisors, Inc$187M AUM | 0.14% | $253,024 | 1.5K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.14% | $662,800 | 4.0K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.13% | $515,004 | 3.3K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.13% | $13M | 82.1K | Q4 2025OLDER |
| VVR Holdings LLC$194M AUM | 0.13% | $253,909 | 1.5K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.13% | $2M | 12.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.13% | $20M | 128.6K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.13% | $2M | 9.9K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.13% | $266,780 | 1.6K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.13% | $190,850 | 1.2K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.12% | $1M | 5.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.12% | $3M | 19.3K | Q2 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.12% | $38M | 246.7K | Q3 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.12% | $2M | 10.4K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.12% | $3M | 15.9K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.12% | $348,363 | 2.2K | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.12% | $653,612 | 4.2K | Q4 2025OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.11% | $452,933 | 2.6K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.11% | $4M | 20.0K | Q2 2026 |
| Veracity Capital LLC$280M AUM | 0.11% | $301,912 | 1.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.10% | $6M | 34.5K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.10% | $582,507 | 3.7K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.10% | $206,131 | 1.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.10% | $220,878 | 1.3K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.10% | $191,074 | 1.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.10% | $19M | 114.2K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.10% | $1M | 8.1K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.10% | $309,528 | 1.9K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.10% | $944,159 | 5.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.10% | $25M | 153.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.10% | $591,861 | 3.6K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.09% | $795,360 | 4.8K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.09% | $2M | 10.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.09% | $2M | 11.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.09% | $1.2B | 7.42M | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $19M | 115.4K | Q1 2026OLDER |
| IAM Advisory, LLC$446M AUM | 0.09% | $397,803 | 2.4K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.09% | $230,403 | 1.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.09% | $828,062 | 5.3K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.09% | $326M | 1.97M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.09% | $81M | 491.3K | Q1 2026OLDER |
| Prasad Wealth Partners, LLC$367M AUM | 0.09% | $315,017 | 1.9K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.08% | $420,992 | 2.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.08% | $2M | 14.4K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.08% | $212,471 | 1.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.08% | $2M | 14.7K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.08% | $214,140 | 1.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.08% | $1M | 6.6K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.08% | $10M | 64.6K | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.08% | $710,190 | 4.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.08% | $1M | 6.7K | Q4 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.08% | $508,536 | 3.1K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.08% | $289,644 | 1.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 30.4K | Q1 2026OLDER |
| Triton Wealth Management, PLLC$270M AUM | 0.08% | $208,756 | 1.2K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.08% | $367,382 | 2.1K | Q2 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.08% | $1M | 6.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.08% | $2M | 12.3K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.07% | $213,422 | 1.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.07% | $1M | 6.2K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $588,287 | 3.5K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.07% | $546,692 | 3.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.07% | $1M | 7.8K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.07% | $210,108 | 1.3K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.07% | $200,526 | 1.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.06% | $44M | 266.8K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.06% | $76,834 | 463 | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.06% | $360,121 | 2.0K | Q2 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.06% | $354,929 | 2.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $58M | 352.5K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.06% | $345,232 | 2.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 23.0K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.06% | $361,975 | 2.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 9.5K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.06% | $200,712 | 1.1K | Q2 2026 |
| Mission Creek Capital Partners, Inc.$501M AUM | 0.06% | $298,148 | 1.8K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.06% | $737,092 | 4.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $21M | 128.6K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.06% | $783,283 | 4.7K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.06% | $246,955 | 1.4K | Q2 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.06% | $1M | 6.1K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.06% | $287,158 | 1.7K | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.06% | $1M | 7.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 29.5K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.05% | $548,461 | 3.1K | Q2 2026 |
| Pacific Capital Wealth Advisors, Inc.$663M AUM | 0.05% | $353,300 | 2.0K | Q2 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.05% | $945,550 | 5.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 61.8K | Q1 2026OLDER |
| LongView Wealth Management$398M AUM | 0.05% | $206,252 | 1.2K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 9.9K | Q2 2026 |
| Round Rock Advisors LLC$654M AUM | 0.05% | $337,620 | 2.0K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.05% | $179,581 | 1.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.05% | $2M | 10.2K | Q2 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.05% | $3M | 19.2K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.05% | $213,709 | 1.3K | Q1 2026OLDER |
| Tempo Wealth, LLC$573M AUM | 0.05% | $280,735 | 1.7K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.05% | $2M | 9.5K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.05% | $60,812 | 367 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $34M | 203.7K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.05% | $444,243 | 2.7K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.05% | $699,781 | 4.2K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.05% | $2M | 10.1K | Q2 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.05% | $1M | 6.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.05% | $826,527 | 4.7K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.05% | $455,580 | 2.6K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.04% | $1M | 6.2K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.04% | $1M | 10.7K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $387,030 | 2.2K | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.04% | $326,098 | 2.0K | Q1 2026OLDER |
| IFC Advisors LLC$699M AUM | 0.04% | $285,667 | 1.7K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.04% | $2M | 11.2K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.04% | $447,556 | 2.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 8.7K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.04% | $283,016 | 1.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.04% | $675,986 | 4.3K | Q4 2025OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.04% | $271,748 | 1.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.04% | $1M | 7.8K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.04% | $2M | 13.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 8.4K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $376,663 | 2.4K | Q4 2025OLDER |
| Strategic Advisors LLC$602M AUM | 0.04% | $222,654 | 1.3K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.04% | $273,552 | 1.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $27M | 164.3K | Q1 2026OLDER |
| HCR Wealth Advisors$964M AUM | 0.04% | $352,962 | 2.1K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.04% | $40,597 | 245 | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.04% | $2M | 10.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $3M | 18.6K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.03% | $605,352 | 3.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $3M | 16.7K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.03% | $345,261 | 2.1K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $3M | 18.4K | Q3 2025OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 0.03% | $279,110 | 1.6K | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.03% | $87,585 | 495 | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $9M | 52.8K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 8.9K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.03% | $254,630 | 1.4K | Q2 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $1M | 6.2K | Q1 2026OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.03% | $202,085 | 1.3K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 11.6K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.03% | $2M | 9.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 24.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $514,998 | 3.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 10.7K | Q4 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 14.0K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.03% | $281,898 | 1.7K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.03% | $471,931 | 2.8K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $600,552 | 3.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $482,187 | 2.9K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $958,326 | 5.4K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $88M | 528.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $361,226 | 2.2K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.03% | $106,877 | 645 | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.03% | $34,300 | 207 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 10.7K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.03% | $350,456 | 2.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.03% | $93,665 | 598 | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $567,689 | 3.4K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $660,407 | 4.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $17M | 105.2K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.02% | $72,028 | 435 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.02% | $7M | 41.4K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.02% | $48,984 | 296 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $349,060 | 2.0K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 7.2K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.02% | $615,119 | 3.7K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $231,922 | 1.4K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.02% | $134,239 | 810 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $11M | 69.0K | Q1 2026OLDER |
| BIRCHBROOK, INC.$213M AUM | 0.02% | $49,462 | 280 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $122M | 737.0K | Q2 2026 |
| ADIRONDACK TRUST CO$298M AUM | 0.02% | $67,605 | 408 | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.02% | $335,647 | 2.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 17.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $29,826 | 180 | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $516,441 | 3.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $873,302 | 5.3K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.02% | $678,969 | 4.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $19M | 117.2K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $858,572 | 5.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $444,945 | 2.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $23M | 140.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $92M | 557.2K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $466,280 | 2.8K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $413,919 | 2.5K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.02% | $249,042 | 1.6K | Q4 2025OLDER |
| McMillan Office, Inc.$782M AUM | 0.02% | $165,700 | 1.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 17.1K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.02% | $361,515 | 2.3K | Q4 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.02% | $103,917 | 627 | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $282,174 | 1.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $134M | 811.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $336M | 2.14M | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $22,370 | 135 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $683,347 | 4.1K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.02% | $32,645 | 210 | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 8.5K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $304,209 | 1.9K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $691,739 | 4.2K | Q1 2026OLDER |
| United Asset Strategies, Inc.$1.3B AUM | 0.02% | $231,317 | 1.4K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.02% | $49,495 | 316 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $38M | 228.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 10.8K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.02% | $168,186 | 1.0K | Q1 2026OLDER |
| KWMG, LLC$1.4B AUM | 0.02% | $231,412 | 1.3K | Q2 2026 |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.02% | $316,936 | 2.0K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $3M | 20.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $794,034 | 4.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $464,954 | 2.8K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.02% | $226,843 | 1.4K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.02% | $125,383 | 2.6K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $309,198 | 1.9K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.02% | $16,570 | 100 | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.02% | $28,859 | 251 | Q3 2025OLDER |
| Abound Wealth Management$440M AUM | 0.02% | $66,035 | 399 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $645,236 | 3.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $24M | 144.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $1M | 7.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 47.6K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.01% | $302,734 | 1.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $1M | 6.3K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.01% | $213,587 | 1.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $260,068 | 1.7K | Q3 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $216,279 | 1.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $219,005 | 1.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $149,847 | 904 | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.01% | $232,643 | 1.4K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $78,858 | 476 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 9.8K | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.01% | $27,724 | 177 | Q4 2025OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.01% | $36,123 | 218 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 7.2K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $37,271 | 225 | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $2M | 14.3K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $82,850 | 500 | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $389,620 | 2.2K | Q4 2025OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.01% | $306,993 | 1.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 6.4K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.01% | $228,003 | 1.4K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.01% | $31,483 | 190 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 13.0K | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.01% | $209,571 | 1.3K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $233,657 | 1.4K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.01% | $33,803 | 204 | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $620,621 | 3.8K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $336,205 | 2.0K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.01% | $751,364 | 4.5K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.01% | $196,189 | 1.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $497,432 | 3.0K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.01% | $22,204 | 134 | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.01% | $803,825 | 5.1K | Q4 2025OLDER |
| Financial Avengers, Inc.$219M AUM | 0.01% | $21,547 | 130 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $37M | 221.0K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $278,542 | 1.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $392,623 | 2.4K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $119,966 | 724 | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.01% | $33,306 | 201 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $2M | 10.2K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $214,570 | 1.3K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $3M | 18.7K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.01% | $99,420 | 600 | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.01% | $35,448 | 214 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 19.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $600,768 | 3.6K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $155,344 | 938 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $672,805 | 4.1K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $239,934 | 1.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $733,776 | 4.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 30.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 15.2K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $53,310 | 322 | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $14,748 | 89 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.01% | $115,162 | 695 | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $12,428 | 75 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.01% | $105,220 | 635 | Q1 2026OLDER |
| Philadelphia Investment Partners, LLC$147M AUM | 0.01% | $9,942 | 60 | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $244,917 | 1.5K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.01% | $9,942 | 60 | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.01% | $16,736 | 101 | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $28,501 | 172 | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $399,454 | 2.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.01% | $6M | 34.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $655,345 | 3.9K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.01% | $200,135 | 1.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $478,211 | 2.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $95,953 | 579 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $33M | 201.0K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.01% | $5M | 29.0K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.01% | $298,260 | 1.8K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $283,774 | 1.7K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $214,667 | 1.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $300,566 | 1.8K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $3M | 18.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $962,386 | 5.8K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $16,574 | 100 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $16,574 | 100 | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $388,932 | 2.3K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $285,374 | 1.7K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $9,279 | 56 | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $1M | 6.7K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $3M | 16.5K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.00% | $387,000 | 2.3K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $15,350 | 98 | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $3M | 16.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 18.5K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $360,239 | 2.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $344,456 | 2.1K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $331,400 | 2.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $166,811 | 1.1K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 11.2K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $10,108 | 61 | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.00% | $10,349 | 61 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $301,841 | 1.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 12.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $423,527 | 2.6K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $289,341 | 1.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $365,793 | 2.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 18.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $634,326 | 3.8K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $699,088 | 4.2K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $83,016 | 501 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $16,574 | 100 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $946,313 | 5.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $739,369 | 4.5K | Q1 2026OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.00% | $62,138 | 375 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $28,003 | 169 | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $46,635 | 300 | Q3 2025OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $4,971 | 30 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $448,888 | 2.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $260,754 | 1.6K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $207,663 | 1.3K | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $3,811 | 23 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $75,076 | 425 | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $688,769 | 4.4K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $113,173 | 683 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $49,710 | 300 | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $17,931 | 101 | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $70,769 | 442 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $822,413 | 5.0K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 0.00% | $22,535 | 136 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $19,055 | 115 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 9.4K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.00% | $3,811 | 23 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $104,723 | 632 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $142,833 | 862 | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $13,256 | 80 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $5,468 | 33 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $23,848 | 135 | Q2 2026 |
| Costello Asset Management, INC$289M AUM | 0.00% | $6,068 | 37 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $24,855 | 150 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $20,712 | 125 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $11,102 | 67 | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $9,942 | 60 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $10,771 | 65 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.