J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q761
J P Morgan Exchange Traded F has 452 institutional holders in Filings Flow’s 13F database, together reporting 76.88M shares worth $4.5B as of Q1 2026. The largest reported holders are Savant Capital, LLC, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
452
Q1 2026
Reported Value
$4.5B
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 |
|---|---|---|---|---|
| hemming& Wealth Management, Inc.$143M AUM | 18.96% | $27M | 442.8K | Q1 2026OLDER |
| Mason & Associates Inc$516M AUM | 17.50% | $87M | 1.38M | Q3 2025OLDER |
| Strategent Financial, LLC$147M AUM | 15.80% | $23M | 379.4K | Q1 2026OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 12.73% | $182M | 2.97M | Q1 2026OLDER |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 12.18% | $33M | 534.4K | Q1 2026OLDER |
| Warren Street Wealth Advisors, LLC$393M AUM | 10.60% | $42M | 679.2K | Q1 2026OLDER |
| Tull Financial Group, Inc.$224M AUM | 9.21% | $21M | 336.4K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 8.99% | $58M | 953.7K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 8.68% | $76M | 1.25M | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 7.48% | $12M | 197.0K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 7.46% | $73M | 1.02M | Q2 2026 |
| Vertex Planning Partners, LLC$515M AUM | 7.40% | $38M | 621.2K | Q1 2026OLDER |
| REDW Wealth LLC$251M AUM | 7.14% | $18M | 292.1K | Q1 2026OLDER |
| LAWOOD & CO$108M AUM | 6.86% | $7M | 120.5K | Q1 2026OLDER |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$340M AUM | 6.57% | $22M | 364.5K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 6.10% | $9M | 123.0K | Q2 2026 |
| Madson Wealth Advisors Inc$120M AUM | 5.72% | $7M | 112.1K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 5.63% | $46M | 745.6K | Q1 2026OLDER |
| Alpha Zero LLC$198M AUM | 5.54% | $11M | 178.6K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 5.08% | $22M | 360.9K | Q1 2026OLDER |
| Intellus Advisors LLC$732M AUM | 4.83% | $35M | 576.7K | Q1 2026OLDER |
| Sanchez Wealth Management Group$462M AUM | 4.83% | $22M | 364.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 4.65% | $117M | 1.92M | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 4.53% | $69M | 952.8K | Q2 2026 |
| Cornerstone Wealth, LLC/TN$178M AUM | 4.38% | $8M | 118.8K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 4.28% | $10M | 155.0K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 4.17% | $17M | 270.4K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 4.05% | $6M | 80.2K | Q2 2026 |
| Waterway Wealth Management, LLC$452M AUM | 3.91% | $18M | 317.4K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 3.86% | $36M | 580.4K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 3.85% | $32M | 444.1K | Q2 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 3.80% | $5M | 73.7K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 3.73% | $14M | 227.4K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$313M AUM | 3.63% | $6M | 167.1K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 3.57% | $8M | 134.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 3.38% | $700M | 11.42M | Q1 2026OLDER |
| MBA Advisors LLC$260M AUM | 3.19% | $8M | 135.4K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 3.15% | $4M | 68.0K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 3.12% | $61M | 987.3K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 3.07% | $12M | 187.6K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 2.89% | $8M | 129.8K | Q3 2025OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 2.75% | $5M | 78.4K | Q1 2026OLDER |
| Weil Company, Inc.$445M AUM | 2.61% | $12M | 189.9K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 2.50% | $5M | 72.7K | Q4 2025OLDER |
| Tandem Financial, LLC$314M AUM | 2.50% | $8M | 128.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 2.43% | $9M | 141.0K | Q4 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 2.41% | $10M | 167.4K | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 2.35% | $15M | 231.1K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 2.32% | $3M | 52.2K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 2.30% | $12M | 190.2K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 2.28% | $5M | 82.7K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 2.22% | $34M | 533.2K | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 2.17% | $81M | 1.32M | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 2.10% | $5M | 74.6K | Q1 2026OLDER |
| Navalign, LLC$396M AUM | 2.02% | $8M | 130.4K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 2.01% | $5M | 74.8K | Q1 2026OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 1.97% | $15M | 248.2K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 1.97% | $6M | 97.1K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 1.88% | $2M | 34.6K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.85% | $3M | 54.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 1.84% | $58M | 950.2K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.83% | $5M | 75.8K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 1.79% | $4M | 60.2K | Q1 2026OLDER |
| Andina Capital Management, LLC$113M AUM | 1.65% | $2M | 30.5K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.61% | $3M | 40.9K | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 1.59% | $2M | 34.5K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 1.58% | $4M | 67.2K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 1.51% | $5M | 86.9K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 1.43% | $13M | 210.8K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 1.35% | $78M | 1.27M | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 1.23% | $13M | 207.8K | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 1.17% | $10M | 167.1K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.14% | $3M | 52.0K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 1.14% | $1M | 21.0K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 1.07% | $2M | 31.0K | Q1 2026OLDER |
| Fulcrum Capital LLC$461M AUM | 1.02% | $5M | 76.4K | Q1 2026OLDER |
| Illumine Investment Management, LLC$130M AUM | 0.97% | $1M | 20.5K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.93% | $11M | 174.1K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.91% | $6M | 101.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.83% | $30M | 491.6K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.82% | $12M | 196.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.81% | $8M | 123.3K | Q1 2026OLDER |
| Jefferson Bridge Capital, LLC$101M AUM | 0.80% | $810,538 | 13.2K | Q1 2026OLDER |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.79% | $3M | 41.9K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.74% | $6M | 92.5K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.74% | $53M | 865.8K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.71% | $25M | 348.3K | Q2 2026 |
| Valued Retirements, Inc.$102M AUM | 0.69% | $705,309 | 11.5K | Q1 2026OLDER |
| Flavin Financial Services, Inc.$149M AUM | 0.69% | $1M | 16.7K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.67% | $5M | 80.9K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.66% | $6M | 91.7K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.66% | $826,410 | 13.5K | Q1 2026OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 0.65% | $706,224 | 11.2K | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.64% | $13M | 208.1K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.64% | $6M | 90.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.64% | $6M | 95.0K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.63% | $1M | 15.1K | Q2 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.62% | $736,272 | 12.0K | Q1 2026OLDER |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.62% | $986,240 | 15.6K | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.61% | $27M | 438.4K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.61% | $1M | 22.9K | Q1 2026OLDER |
| ENZI WEALTH$288M AUM | 0.61% | $2M | 28.5K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.59% | $2M | 26.9K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.59% | $10M | 156.6K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 0.59% | $1M | 22.7K | Q2 2026 |
| Columbus Macro, LLC$936M AUM | 0.56% | $5M | 85.5K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.55% | $3M | 51.5K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.54% | $1M | 17.2K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.48% | $31M | 510.9K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.48% | $4M | 71.3K | Q1 2026OLDER |
| IRON Financial LLC$229M AUM | 0.47% | $1M | 17.5K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.47% | $1M | 18.3K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.47% | $3M | 50.8K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.46% | $2M | 29.2K | Q2 2026 |
| Keystone Global Partners, LLC$265M AUM | 0.45% | $1M | 16.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.44% | $29M | 469.3K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.43% | $19M | 305.5K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.43% | $3M | 51.5K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.43% | $998,593 | 16.3K | Q1 2026OLDER |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 0.42% | $1M | 15.1K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.41% | $626,568 | 10.2K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.41% | $32M | 479.3K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.40% | $1M | 16.0K | Q2 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 0.39% | $455,997 | 7.4K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.39% | $1M | 17.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.38% | $10M | 159.8K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.37% | $696,914 | 11.0K | Q4 2025OLDER |
| Emprise Bank$271M AUM | 0.37% | $1M | 13.8K | Q2 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 0.36% | $1M | 23.4K | Q4 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.36% | $694,808 | 9.6K | Q2 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.35% | $10M | 169.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.34% | $1M | 16.8K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.33% | $3M | 47.2K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.32% | $4M | 58.3K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.32% | $2M | 31.5K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.31% | $2M | 40.3K | Q1 2026OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.31% | $2M | 25.2K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.31% | $1M | 20.9K | Q1 2026OLDER |
| IFS Group,LLC$112M AUM | 0.30% | $340,415 | 5.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 0.30% | $726,826 | 11.9K | Q1 2026OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 0.27% | $695,553 | 11.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.26% | $8M | 117.1K | Q2 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.26% | $2M | 26.3K | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 0.25% | $455,426 | 7.4K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.25% | $1M | 22.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.25% | $15M | 237.9K | Q1 2026OLDER |
| Merited Wealth, LLC$121M AUM | 0.25% | $298,567 | 4.9K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.25% | $3M | 53.1K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.24% | $6M | 104.5K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.24% | $258,323 | 4.2K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.23% | $1M | 17.4K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.23% | $404,712 | 6.6K | Q1 2026OLDER |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.23% | $320,336 | 5.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.23% | $35M | 559.8K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.23% | $777,415 | 12.7K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.22% | $222,801 | 3.6K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.22% | $4M | 58.3K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.22% | $1M | 18.0K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.22% | $5M | 79.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.22% | $19M | 309.3K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.21% | $253,313 | 4.1K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.21% | $4M | 54.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.21% | $3M | 47.1K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.21% | $5M | 81.4K | Q1 2026OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.21% | $243,032 | 4.0K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.21% | $527,965 | 8.6K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.20% | $4M | 57.0K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.20% | $584,768 | 9.5K | Q1 2026OLDER |
| American Financial Advisors, LLC$750M AUM | 0.19% | $1M | 23.6K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.19% | $908,655 | 14.8K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.19% | $575,105 | 9.4K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.18% | $379,743 | 6.2K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.18% | $367,638 | 5.8K | Q1 2026OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.18% | $223,010 | 3.6K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.18% | $762,690 | 12.4K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.18% | $511,533 | 8.3K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.17% | $968,366 | 15.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.17% | $10M | 156.3K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.17% | $48M | 785.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.17% | $44M | 718.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.16% | $4M | 67.0K | Q2 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.16% | $2M | 35.0K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.16% | $2M | 33.8K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.15% | $2M | 30.4K | Q1 2026OLDER |
| KEYVANTAGE WEALTH, LLC$227M AUM | 0.15% | $335,456 | 5.5K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.15% | $224,054 | 3.7K | Q1 2026OLDER |
| REICON WEALTH ADVISORS, LLC$132M AUM | 0.14% | $185,432 | 3.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.14% | $126M | 2.05M | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.14% | $360,821 | 5.7K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.12% | $2M | 31.5K | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.12% | $4M | 60.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.12% | $2M | 30.2K | Q3 2025OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.12% | $484,367 | 7.9K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.12% | $205,422 | 3.4K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.12% | $140,420 | 2.3K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.12% | $280,395 | 4.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.12% | $1M | 21.2K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.12% | $1M | 16.9K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.12% | $217,541 | 3.5K | Q3 2025OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.11% | $214,195 | 3.5K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.11% | $190,183 | 3.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.11% | $1M | 15.4K | Q2 2026 |
| Private Wealth Partners, LLC$1.3B AUM | 0.11% | $1M | 22.3K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.11% | $604,186 | 9.9K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.10% | $359,335 | 5.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.10% | $3M | 45.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.10% | $27M | 442.8K | Q2 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.09% | $4M | 49.5K | Q2 2026 |
| Cooper Financial Group$1.2B AUM | 0.09% | $1M | 15.5K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.09% | $4M | 69.9K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.09% | $234,151 | 3.7K | Q3 2025OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.09% | $692,977 | 11.3K | Q1 2026OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 0.09% | $429,792 | 7.0K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.09% | $249,604 | 4.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.09% | $2M | 27.0K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.09% | $317,944 | 5.2K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.09% | $620,926 | 10.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.08% | $11M | 172.9K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.08% | $8M | 136.4K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.08% | $2M | 34.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.08% | $2M | 25.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $53M | 871.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.08% | $3M | 35.7K | Q2 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.08% | $454,320 | 7.4K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.08% | $277,109 | 4.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.08% | $2M | 37.4K | Q4 2025OLDER |
| Lokken Investment Group LLC$291M AUM | 0.07% | $217,108 | 3.5K | Q3 2025OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.07% | $551,420 | 9.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.07% | $14M | 223.0K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.07% | $484,489 | 7.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $8M | 122.1K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.07% | $546,852 | 8.9K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.07% | $2M | 37.0K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.07% | $242,497 | 4.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.07% | $6M | 98.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.07% | $2M | 21.8K | Q2 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.07% | $14M | 223.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $63M | 1.03M | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.07% | $33M | 530.6K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.07% | $4M | 48.8K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.07% | $247M | 4.03M | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.06% | $300,100 | 4.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $12M | 194.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.06% | $46M | 743.0K | Q1 2026OLDER |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC.$822M AUM | 0.06% | $514,017 | 8.4K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.06% | $1M | 20.3K | Q3 2025OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.06% | $211,731 | 3.4K | Q4 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.06% | $2M | 34.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $5M | 78.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.06% | $1M | 19.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.06% | $5M | 77.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.06% | $8M | 128.6K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 0.06% | $312,977 | 5.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 45.3K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.06% | $14M | 225.7K | Q1 2026OLDER |
| Hamilton Capital, LLC$1.9B AUM | 0.06% | $1M | 17.7K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.06% | $2M | 28.8K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.05% | $38M | 607.4K | Q4 2025OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.05% | $266,681 | 4.3K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.05% | $681,105 | 11.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 29.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.05% | $911,031 | 14.9K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.05% | $519,836 | 8.5K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 42.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.05% | $513,858 | 8.4K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.05% | $874,055 | 14.3K | Q1 2026OLDER |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.05% | $204,564 | 3.3K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.05% | $471,696 | 7.5K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.05% | $77M | 1.26M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.05% | $288,147 | 4.0K | Q2 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.05% | $373,688 | 5.2K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.05% | $7M | 121.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 150.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 51.1K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.04% | $477,070 | 7.8K | Q1 2026OLDER |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.04% | $452,967 | 6.3K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $15M | 239.6K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.04% | $2M | 31.5K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.04% | $40,471 | 660 | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.04% | $739,895 | 12.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 35.1K | Q4 2025OLDER |
| Winthrop Advisory Group LLC$1.2B AUM | 0.04% | $477,811 | 7.8K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.04% | $352,896 | 5.8K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.04% | $281,397 | 4.6K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.04% | $216,604 | 3.4K | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.04% | $210,049 | 3.3K | Q3 2025OLDER |
| New Republic Capital, LLC$297M AUM | 0.04% | $117,579 | 1.9K | Q3 2025OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.04% | $962,911 | 15.7K | Q1 2026OLDER |
| Longview Financial Advisors LLC$184M AUM | 0.04% | $64,632 | 1.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $255,437 | 4.0K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $19M | 317.9K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.03% | $213,701 | 3.5K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $623,949 | 10.2K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 21.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $755,644 | 12.3K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $1M | 17.3K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $293,969 | 4.1K | Q2 2026 |
| Ellevest, Inc.$719M AUM | 0.03% | $233,813 | 3.8K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.03% | $208,046 | 3.3K | Q3 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $560,655 | 9.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $100M | 1.64M | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $356,413 | 4.9K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.03% | $657,722 | 10.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 37.6K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.03% | $386,071 | 6.3K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.03% | $367,920 | 6.0K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.03% | $149,330 | 2.1K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 0.03% | $41,066 | 604 | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.03% | $224,983 | 3.7K | Q1 2026OLDER |
| Lavaca Capital LLC$564M AUM | 0.03% | $147,730 | 2.4K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.03% | $401,033 | 6.5K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 0.03% | $200,133 | 641 | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.03% | $210,453 | 3.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $24M | 384.2K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $17M | 285.2K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.02% | $39,004 | 620 | Q3 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.02% | $325,776 | 5.3K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.02% | $24,528 | 400 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 23.8K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.02% | $56,619 | 900 | Q3 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $30,415 | 496 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.02% | $506,072 | 8.0K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $1M | 20.8K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.02% | $284,358 | 4.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.02% | $83,947 | 1.4K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.02% | $27,323 | 34.2K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 24.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $270,421 | 4.4K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $280,043 | 4.6K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.02% | $217,478 | 3.5K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.02% | $332,048 | 5.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 38.3K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $55,434 | 904 | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.02% | $23,109 | 320 | Q2 2026 |
| Operose Advisors LLC$431M AUM | 0.02% | $78,673 | 1.3K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $636,886 | 10.1K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $897,549 | 14.2K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $425,279 | 6.9K | Q2 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $271,794 | 4.5K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.02% | $34,946 | 555 | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.02% | $52,245 | 852 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.02% | $75,608 | 1.2K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.02% | $39,325 | 622 | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $3M | 43.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $54M | 875.6K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.01% | $69,675 | 964 | Q2 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 18.4K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.01% | $334,349 | 5.3K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 49.5K | Q4 2025OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $364,118 | 5.9K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $491,051 | 8.0K | Q1 2026OLDER |
| Saratoga Research & Investment Management$1.8B AUM | 0.01% | $208,856 | 3.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $593,925 | 8.2K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $10M | 164.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $472,839 | 7.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $187M | 2.96M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $11M | 186.4K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $641,652 | 10.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $97,527 | 1.6K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $21M | 343.5K | Q1 2026OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $518,109 | 8.4K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $6M | 101.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $878,949 | 14.3K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 113.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $239,954 | 3.9K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $281,397 | 4.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $527,843 | 8.6K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $16,000 | 255 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 25.0K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.01% | $214,620 | 3.5K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $22,144 | 352 | Q3 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.01% | $37,451 | 611 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 19.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $406,108 | 6.6K | Q1 2026OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.01% | $12,071 | 197 | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $379,537 | 6.2K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $531,633 | 8.7K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $866,697 | 14.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $996,695 | 16.3K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $85M | 1.39M | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $96M | 1.61M | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $24,283 | 396 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.01% | $12,571 | 205 | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $60,643 | 839 | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $253,850 | 4.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $214,988 | 3.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 45.2K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $290,723 | 4.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $165,380 | 2.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $70,673 | 1.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $452,809 | 7.4K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $15,479 | 245 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $594,436 | 9.7K | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.00% | $214,927 | 3.5K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $435,286 | 7.1K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $344,986 | 5.6K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $22M | 366.7K | Q2 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $57,641 | 940 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $470,594 | 7.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $257,648 | 4.1K | Q4 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $214,654 | 3.4K | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $11,480 | 182 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $687,298 | 11.2K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $56,745 | 902 | Q3 2025OLDER |
| City State Bank$385M AUM | 0.00% | $13,184 | 215 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $677,341 | 11.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 304.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 77.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $14,656 | 239 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $46,710 | 762 | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.00% | $14,528 | 201 | Q2 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $82,071 | 1.3K | Q4 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 20.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $13,256 | 210 | Q4 2025OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $6,378 | 104 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $216,344 | 3.5K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.00% | $3,046 | 48 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $75,677 | 1.0K | Q2 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $12,264 | 200 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $45,193 | 737 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $57,753 | 964 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 22.2K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $645,393 | 10.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 19.1K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $4,423 | 70 | Q4 2025OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $29,311 | 478 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $433,374 | 7.1K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1M | 16.8K | Q4 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $18,721 | 259 | Q2 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $37,160 | 606 | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $351,171 | 4.9K | Q2 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $7,972 | 130 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $84,990 | 1.4K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 30.1K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $9M | 146.6K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $327,152 | 5.4K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $952,851 | 15.5K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.00% | $1,817 | 30 | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $14,456 | 200 | Q2 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $14,717 | 240 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 16.8K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $70,763 | 1.2K | Q2 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $50,839 | 818 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $694,388 | 11.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $14,656 | 239 | Q2 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 26.4K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $4,783 | 78 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $141,771 | 2.3K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $2,337 | 38 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $94,065 | 1.5K | Q1 2026OLDER |
| ROGCO, LP$300M AUM | 0.00% | $2,208 | 36 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $12,693 | 207 | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $5,090 | 83 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $11,497 | 187 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $534,313 | 8.5K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $347,490 | 5.5K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $268,325 | 4.2K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $237,063 | 3.9K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $11,349 | 180 | Q3 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $9,382 | 153 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $753,401 | 12.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 37.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 23.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $511,347 | 8.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $239,455 | 3.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 39.9K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $3,189 | 52 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $1,517 | 24 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $59,121 | 964 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $634,318 | 10.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $503,253 | 8.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $79,081 | 1.3K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $1,573 | 25 | Q3 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $319,817 | 5.1K | Q4 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $432 | 7 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 37.8K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,802 | 62 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,963 | 63 | Q3 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $40,011 | 636 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $16,174 | 256 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $669,982 | 10.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $11,774 | 192 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $4,906 | 80 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $290,393 | 4.6K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $84,806 | 1.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $206,464 | 3.4K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $123 | 2 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $11,119 | 181 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $419,061 | 6.8K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $62 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.