LUCID GROUP INC
CUSIP 549498103
Lucid Group Inc has 4 institutional holders in Filings Flow’s 13F database, together reporting 86.0K shares worth $208,267 as of Q1 2026. The largest reported holders are Public Investment Fund, Vanguard Group Inc, and Ubs Group AG.
Institutional Holders
4
Q1 2026
Reported Value
$208,267
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| PUBLIC INVESTMENT FUND$12.0B AUM | 15.69% | $3.7B | 1770.89M | Q2 2025OLDER |
| Skaana Management L.P.$296M AUM | 0.63% | $2M | 980.2K | Q2 2025OLDER |
| III Capital Management$344M AUM | 0.43% | $2M | 1.13M | Q2 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.34% | $36M | 17.25M | Q2 2025OLDER |
| Scientech Research LLC$120M AUM | 0.19% | $790,666 | 374.7K | Q2 2025OLDER |
| Crawford Fund Management, LLC$520M AUM | 0.14% | $751,160 | 356.0K | Q2 2025OLDER |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 0.13% | $3M | 1.54M | Q2 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.12% | $8M | 3.86M | Q2 2025OLDER |
| R Squared Ltd$182M AUM | 0.11% | $192,029 | 91.0K | Q2 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.09% | $61M | 29.11M | Q2 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.09% | $5M | 2.15M | Q2 2025OLDER |
| PIAR LLC$128M AUM | 0.08% | $72,697 | 30.0K | Q2 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.08% | $669,138 | 317.1K | Q2 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.07% | $8M | 3.61M | Q2 2025OLDER |
| LINDEN ADVISORS LP$17.9B AUM | 0.06% | $10M | 4.68M | Q2 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.06% | $211,481 | 100.2K | Q2 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $482,956 | 228.9K | Q2 2025OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.06% | $3M | 1.26M | Q2 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.05% | $8M | 3.62M | Q2 2025OLDER |
| SoundStone Italy S.r.l.$135M AUM | 0.05% | $107,610 | 51.0K | Q2 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.05% | $26M | 12.31M | Q2 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.05% | $37M | 17.45M | Q2 2025OLDER |
| Krane Funds Advisors LLC$2.4B AUM | 0.05% | $1M | 587.8K | Q2 2025OLDER |
| Ghisallo Capital Management LLC$3.6B AUM | 0.05% | $2M | 827.8K | Q2 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.04% | $63M | 29.81M | Q2 2025OLDER |
| Portman Square Capital LLP$2.6B AUM | 0.04% | $1M | 653.7K | Q2 2025OLDER |
| ARISTEIA CAPITAL, L.L.C.$4.8B AUM | 0.04% | $1M | 685.9K | Q2 2025OLDER |
| 111 Capital$406M AUM | 0.04% | $225,797 | 107.0K | Q2 2025OLDER |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$3.7B AUM | 0.04% | $3M | 2.97M | Q2 2025OLDER |
| Point72 (DIFC) Ltd$1.5B AUM | 0.03% | $904,720 | 428.8K | Q2 2025OLDER |
| Capital Square, LLC$217M AUM | 0.03% | $62,780 | 27.4K | Q2 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.03% | $27M | 12.65M | Q2 2025OLDER |
| Alpine Global Management, LLC$668M AUM | 0.03% | $121,325 | 57.5K | Q2 2025OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.03% | $197,485 | 93.6K | Q2 2025OLDER |
| Fermata Advisors, LLC$495M AUM | 0.03% | $100,780 | 47.8K | Q2 2025OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.03% | $90,570 | 42.9K | Q2 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.03% | $4M | 2.08M | Q2 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.02% | $48M | 22.96M | Q2 2025OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 0.02% | $34,762 | 16.5K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $116M | 54.90M | Q2 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.02% | $738,500 | 350.0K | Q2 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $221,238 | 104.9K | Q2 2025OLDER |
| Ilex Capital Partners (UK) LLP$4.1B AUM | 0.02% | $547,408 | 259.4K | Q2 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 1.00M | Q2 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.02% | $423,032 | 200.5K | Q2 2025OLDER |
| COATUE MANAGEMENT LLC$29.1B AUM | 0.02% | $6M | 2.95M | Q2 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.02% | $330,107 | 156.4K | Q2 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.02% | $84,400 | 40.0K | Q2 2025OLDER |
| AZZAD ASSET MANAGEMENT INC /ADV$989M AUM | 0.02% | $144,655 | 68.6K | Q2 2025OLDER |
| Polymer Capital Management (US) LLC$988M AUM | 0.02% | $128,442 | 60.9K | Q2 2025OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.02% | $23,927 | 11.3K | Q2 2025OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.01% | $25,320 | 12.0K | Q2 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $8M | 3.58M | Q2 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.01% | $3M | 1.54M | Q2 2025OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.01% | $21,111 | 10.0K | Q2 2025OLDER |
| Mine & Arao Wealth Creation & Management, LLC.$238M AUM | 0.01% | $30,595 | 14.5K | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $27M | 12.63M | Q2 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.01% | $105,677 | 50.1K | Q2 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $14M | 6.81M | Q2 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.01% | $39,246 | 18.6K | Q2 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $242,650 | 115.0K | Q2 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.01% | $656,985 | 311.4K | Q2 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 1.03M | Q2 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 475.4K | Q2 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $342,725 | 162.4K | Q2 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $37M | 17.64M | Q2 2025OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 0.01% | $40,000 | 18.9K | Q2 2025OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.01% | $94,950 | 45.0K | Q2 2025OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.01% | $21,172 | 10.0K | Q2 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.01% | $11,061 | 5.2K | Q2 2025OLDER |
| Solitude Financial Services$338M AUM | 0.01% | $21,100 | 10.0K | Q2 2025OLDER |
| Shay Capital LLC$1.2B AUM | 0.01% | $66,450 | 31.5K | Q2 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $256,633 | 121.6K | Q2 2025OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.01% | $46,471 | 22.0K | Q2 2025OLDER |
| Clean Yield Group$355M AUM | 0.01% | $24,491 | 11.6K | Q2 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $207,774 | 85.9K | Q1 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.01% | $24,151 | 11.4K | Q2 2025OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $389,626 | 183.8K | Q2 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $552,360 | 261.8K | Q2 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $867,476 | 411.1K | Q2 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.01% | $4M | 1.75M | Q2 2025OLDER |
| WHITEBOX ADVISORS LLC$8.1B AUM | 0.01% | $299,831 | 142.1K | Q2 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.01% | $38,301 | 18.2K | Q2 2025OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.01% | $1M | 708.1K | Q2 2025OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.01% | $32,184 | 15.3K | Q2 2025OLDER |
| D'Orazio & Associates, Inc.$772M AUM | 0.01% | $38,508 | 18.3K | Q2 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $9M | 4.49M | Q2 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.01% | $26,248 | 12.4K | Q2 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $108,897 | 51.6K | Q2 2025OLDER |
| Tidal Investments LLC$47.4B AUM | 0.01% | $832,674 | 394.6K | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $135,610 | 64.3K | Q2 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $2M | 714.6K | Q2 2025OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.00% | $23,000 | 10.0K | Q2 2025OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.00% | $33,365 | 15.8K | Q2 2025OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.00% | $35,870 | 17.0K | Q2 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $65,106 | 30.9K | Q2 2025OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.00% | $34,309 | 16.6K | Q2 2025OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.00% | $86,803 | 41.1K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $32M | 15.19M | Q2 2025OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.00% | $164,052 | 76.0K | Q2 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $2M | 920.2K | Q2 2025OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $387,459 | 183.6K | Q2 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $7M | 3.40M | Q2 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $750,960 | 355.9K | Q2 2025OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.00% | $21,744 | 10.3K | Q2 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.00% | $98,537 | 46.7K | Q2 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $11,618 | 5.5K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $21M | 10.10M | Q2 2025OLDER |
| VIRGINIA RETIREMENT SYSTEMS ET Al$16.8B AUM | 0.00% | $598,185 | 283.5K | Q2 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $178,793 | 84.7K | Q2 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.00% | $30,508 | 14.5K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $144,819 | 68.6K | Q2 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $235M | 111.24M | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $21M | 9.78M | Q2 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3M | 1.23M | Q2 2025OLDER |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.00% | $42,200 | 20.0K | Q2 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 1.62M | Q2 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.00% | $21,522 | 10.2K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $48M | 22.64M | Q2 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $10,682 | 449 | Q3 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $13,715 | 6.5K | Q2 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.00% | $71,238 | 33.8K | Q2 2025OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.00% | $21,699 | 10.3K | Q2 2025OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.00% | $82,550 | 39.1K | Q2 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $19,074 | 9.0K | Q2 2025OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.00% | $26,046 | 12.3K | Q2 2025OLDER |
| HAP Trading, LLC$1.1B AUM | 0.00% | $32,051 | 75.5K | Q2 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $12,660 | 6.0K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $311,840 | 103.3K | Q2 2025OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $5M | 2.33M | Q2 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $724,198 | 343.2K | Q2 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $2M | 738.3K | Q2 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $813,800 | 385.7K | Q2 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $452,644 | 214.5K | Q2 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $35,843 | 17.0K | Q2 2025OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.00% | $41,713 | 19.8K | Q2 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $12,928 | 5.7K | Q2 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 1.12M | Q2 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.00% | $280,698 | 133.0K | Q2 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.00% | $30,456 | 14.4K | Q2 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $15M | 6.91M | Q2 2025OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2M | 1.05M | Q2 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $9,442 | 4.5K | Q2 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $2M | 714.7K | Q2 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $174,478 | 82.7K | Q2 2025OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $25,497 | 12.1K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $500,287 | 237.1K | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $11M | 4.98M | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 1.37M | Q2 2025OLDER |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$162.5B AUM | 0.00% | $4M | 1.77M | Q2 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $541,004 | 256.4K | Q2 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 612.4K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $153,243 | 72.6K | Q2 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $15,439 | 7.3K | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $113M | 53.68M | Q2 2025OLDER |
| Maryland State Retirement & Pension System$4.9B AUM | 0.00% | $97,482 | 46.2K | Q2 2025OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.00% | $21,103 | 10.0K | Q2 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $7M | 3.28M | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $9M | 4.44M | Q2 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.00% | $24,062 | 11.4K | Q2 2025OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $46,000 | 21.6K | Q2 2025OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.00% | $2,110 | 1.0K | Q2 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $13M | 6.11M | Q2 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.00% | $41,154 | 18.1K | Q2 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $46M | 21.97M | Q2 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $1M | 603.2K | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 681.1K | Q2 2025OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $34,815 | 16.5K | Q2 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $676,778 | 320.7K | Q2 2025OLDER |
| Valued Wealth Advisors LLC$247M AUM | 0.00% | $3,165 | 1.5K | Q2 2025OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $390,662 | 185.1K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 798.8K | Q2 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 902.6K | Q2 2025OLDER |
| Graypoint LLC$1.8B AUM | 0.00% | $28,633 | 13.6K | Q2 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $27,453 | 13.0K | Q2 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.00% | $69,324 | 32.9K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22M | 10.25M | Q2 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.00% | $57,797 | 27.4K | Q2 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $441,847 | 209.4K | Q2 2025OLDER |
| S.A. Mason LLC$266M AUM | 0.00% | $3,165 | 1.5K | Q2 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $23,630 | 11.2K | Q2 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $342,786 | 162.5K | Q2 2025OLDER |
| Utah Retirement Systems$9.8B AUM | 0.00% | $138,553 | 65.7K | Q2 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $560,709 | 265.7K | Q2 2025OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $584,449 | 277.0K | Q2 2025OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $52,820 | 25.0K | Q3 2025OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.00% | $2M | 794.4K | Q2 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 3.27M | Q2 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $52,965 | 25.1K | Q2 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.00% | $34,473 | 16.3K | Q2 2025OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.00% | $21,290 | 10.1K | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $49,285 | 23.4K | Q2 2025OLDER |
| BARR E S & CO$1.7B AUM | 0.00% | $21,143 | 10.0K | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $87,633 | 41.5K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18M | 8.49M | Q2 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $5,460 | 2.7K | Q2 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $35,207 | 16.7K | Q2 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $52,953 | 25.1K | Q2 2025OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.00% | $5,497 | 2.6K | Q2 2025OLDER |
| Caption Management, LLC$17.1B AUM | 0.00% | $97,482 | 46.2K | Q2 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $128,284 | 60.8K | Q2 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $95,319 | 45.2K | Q2 2025OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $272,589 | 129.2K | Q2 2025OLDER |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.00% | $2,701 | 1.1K | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $475,934 | 225.6K | Q2 2025OLDER |
| Financial Freedom, LLC$201M AUM | 0.00% | $1,861 | 882 | Q2 2025OLDER |
| Global X Japan Co., Ltd.$1.9B AUM | 0.00% | $11,562 | 486 | Q3 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $8,177 | 3.9K | Q2 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $32,241 | 15.3K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 4.71M | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $37,192 | 12.7K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $171,254 | 81.2K | Q2 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.00% | $23,839 | 11.3K | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $5M | 2.56M | Q2 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $79,249 | 37.6K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $54,438 | 22.1K | Q2 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $31,650 | 15.0K | Q2 2025OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $56,417 | 26.7K | Q2 2025OLDER |
| Bank & Trust Co$148M AUM | 0.00% | $1,055 | 500 | Q2 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $11,185 | 5.3K | Q2 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $1,583 | 750 | Q2 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $1,688 | 800 | Q2 2025OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $887,103 | 420.4K | Q2 2025OLDER |
| Foster Group, Inc.$3.8B AUM | 0.00% | $21,914 | 10.4K | Q2 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $3,112 | 1.5K | Q2 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $1,055 | 500 | Q2 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $690,392 | 327.2K | Q2 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.00% | $23,197 | 11.0K | Q2 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $559,072 | 267.3K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 958.3K | Q2 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $280,841 | 133.1K | Q2 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $3M | 1.28M | Q2 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $33,581 | 15.9K | Q2 2025OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $190,037 | 89.9K | Q2 2025OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $4,936 | 2.3K | Q2 2025OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.00% | $1,654 | 784 | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $24,566 | 12.4K | Q4 2025OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.00% | $23,210 | 11.0K | Q2 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $36,602 | 17.3K | Q2 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $429,265 | 203.4K | Q2 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $685,159 | 324.7K | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $32,660 | 15.5K | Q2 2025OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $25,166 | 11.9K | Q2 2025OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $2,110 | 1.0K | Q2 2025OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $190,506 | 90.3K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $11,035 | 5.2K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $429,000 | 203.1K | Q2 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $29,017 | 13.8K | Q2 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $169,699 | 80.4K | Q2 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $971 | 460 | Q2 2025OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $1M | 528.7K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $65,716 | 31.1K | Q2 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $4,615 | 2.2K | Q2 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $37,030 | 17.6K | Q2 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $3,014 | 1.4K | Q2 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $30,173 | 14.3K | Q2 2025OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $87,829 | 41.6K | Q2 2025OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $2,480 | 1.2K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $60,259 | 28.6K | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $389,417 | 184.6K | Q2 2025OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $2,553 | 1.2K | Q2 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $234,109 | 111.0K | Q2 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $65,456 | 32.2K | Q2 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $29,690 | 1.2K | Q3 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $40,868 | 19.4K | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $40,611 | 19.2K | Q2 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $44,112 | 20.9K | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $10,755 | 5.1K | Q2 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $78,038 | 37.0K | Q2 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $4,790 | 1.6K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $301,478 | 152.3K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $9,137 | 2.7K | Q2 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $25,435 | 12.1K | Q2 2025OLDER |
| Sachetta, LLC$184M AUM | 0.00% | $1,051 | 498 | Q2 2025OLDER |
| PEOPLES FINANCIAL SERVICES CORP.$211M AUM | 0.00% | $840 | 400 | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 1.44M | Q2 2025OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $51,231 | 24.3K | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $79,490 | 37.7K | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $8,725 | 4.1K | Q2 2025OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $24,368 | 11.5K | Q2 2025OLDER |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $686 | 325 | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $17,129 | 720 | Q3 2025OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $376,466 | 178.4K | Q2 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $856,156 | 405.8K | Q2 2025OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $1,055 | 500 | Q2 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $105,500 | 50.0K | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.00% | $45,213 | 21.4K | Q2 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $78,654 | 37.3K | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $17,243 | 8.2K | Q2 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $23,763 | 11.3K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $218,691 | 9.9K | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $382,641 | 181.3K | Q2 2025OLDER |
| CGC Financial Services, LLC$346M AUM | 0.00% | $958 | 454 | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $191,660 | 90.8K | Q2 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $810 | 384 | Q2 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $1,055 | 500 | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $649,059 | 307.6K | Q2 2025OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.00% | $27,787 | 13.2K | Q2 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $2,110 | 1.0K | Q2 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $528 | 250 | Q2 2025OLDER |
| WORLDQUANT MILLENNIUM ADVISORS LLC$25.9B AUM | 0.00% | $59,012 | 28.0K | Q2 2025OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $292,845 | 138.8K | Q2 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $981 | 465 | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $4,416 | 2.1K | Q2 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $21,522 | 10.2K | Q2 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $265,463 | 125.8K | Q2 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $838 | 397 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 608.1K | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,552 | 3.1K | Q2 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $327 | 155 | Q2 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $198,688 | 94.2K | Q2 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $43,664 | 20.7K | Q2 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $139,176 | 66.0K | Q2 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $606 | 287 | Q2 2025OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $62,650 | 29.7K | Q2 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $37,746 | 17.9K | Q2 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,865 | 884 | Q2 2025OLDER |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $2,201 | 1.0K | Q2 2025OLDER |
| Amundi$367.1B AUM | 0.00% | $640,449 | 312.4K | Q2 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $59,000 | 28.0K | Q2 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.00% | $254 | 120 | Q2 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $650,032 | 308.1K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $632,572 | 299.8K | Q2 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $2M | 863.8K | Q2 2025OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.00% | $105,500 | 50.0K | Q2 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $174,068 | 82.5K | Q2 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $23,149 | 11.0K | Q2 2025OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $300,681 | 142.5K | Q2 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $1,334 | 632 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $63,000 | 2.7K | Q3 2025OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $584 | 277 | Q2 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $428 | 18 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $139,695 | 66.2K | Q2 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $475 | 225 | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,769 | 4.2K | Q2 2025OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $476 | 20 | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $317,909 | 150.7K | Q2 2025OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $384 | 182 | Q2 2025OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $633 | 300 | Q2 2025OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.00% | $211 | 100 | Q2 2025OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.00% | $211 | 100 | Q2 2025OLDER |
| Trifecta Capital Advisors, LLC$646M AUM | 0.00% | $950 | 450 | Q2 2025OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,221 | 579 | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $22,419 | 10.6K | Q2 2025OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.00% | $243 | 80 | Q2 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $38,908 | 18.4K | Q2 2025OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $1,055 | 500 | Q2 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $447 | 212 | Q2 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $1,266 | 600 | Q2 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $1,977 | 937 | Q2 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $1,583 | 750 | Q2 2025OLDER |
| DnB Asset Management AS$28.0B AUM | 0.00% | $32,380 | 15.3K | Q2 2025OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $211 | 100 | Q2 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $32,682 | 15.5K | Q2 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $53,035 | 25.1K | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 841.9K | Q2 2025OLDER |
| Gould Capital, LLC$165M AUM | 0.00% | $169 | 80 | Q2 2025OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $211 | 100 | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $17,106 | 8.1K | Q2 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $2,522 | 1.2K | Q2 2025OLDER |
| Tower View Wealth Management LLC$195M AUM | 0.00% | $211 | 100 | Q2 2025OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $190 | 90 | Q2 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $90,308 | 42.8K | Q2 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $956 | 453 | Q2 2025OLDER |
| BNP PARIBAS$3.1B AUM | 0.00% | $3,165 | 1.5K | Q2 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $54,712 | 25.9K | Q2 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $249,400 | 118.2K | Q2 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $44,380 | 21.1K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $30,000 | 14.3K | Q2 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $3,129 | 1.5K | Q2 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $549 | 260 | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $21,128 | 10.0K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $4,315 | 2.0K | Q2 2025OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $886 | 420 | Q2 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.00% | $141 | 67 | Q2 2025OLDER |
| Parkworth Wealth Management, Inc.$139M AUM | 0.00% | $106 | 50 | Q2 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $40,630 | 19.3K | Q2 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $211 | 100 | Q2 2025OLDER |
| Friedenthal Financial$217M AUM | 0.00% | $138 | 65 | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $42,318 | 20.1K | Q2 2025OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $27,000 | 12.7K | Q2 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $13,593 | 6.4K | Q2 2025OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.00% | $922 | 437 | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,112 | 527 | Q2 2025OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $188 | 89 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $7,632 | 3.6K | Q2 2025OLDER |
| Financial Perspectives, Inc$358M AUM | 0.00% | $214 | 9 | Q3 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $111,820 | 53.0K | Q2 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $2,532 | 1.2K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $38,297 | 18.1K | Q2 2025OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $260 | 123 | Q2 2025OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $766 | 363 | Q2 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $580 | 275 | Q2 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $1,709 | 810 | Q2 2025OLDER |
| Bear Mountain Capital, Inc.$333M AUM | 0.00% | $122 | 40 | Q2 2025OLDER |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $148 | 70 | Q2 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $32,768 | 15.5K | Q2 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $3,806 | 160 | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $445 | 211 | Q2 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $1,063 | 504 | Q2 2025OLDER |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.00% | $48 | 23 | Q2 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $95 | 45 | Q2 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $65 | 31 | Q2 2025OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $106 | 50 | Q2 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $60 | 28 | Q2 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $38,965 | 18.5K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $39,470 | 18.6K | Q2 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $939 | 445 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $15,171 | 7.2K | Q2 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $27,319 | 13.0K | Q2 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $87,228 | 41.3K | Q2 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $317 | 150 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $36,643 | 17.4K | Q2 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.00% | $66 | 7 | Q1 2026 |
| WINNOW WEALTH LLC$130M AUM | 0.00% | $22 | 9 | Q2 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,114 | 528 | Q2 2025OLDER |
| RAELIPSKIE PARTNERSHIP$236M AUM | 0.00% | $42 | 20 | Q2 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $101 | 48 | Q2 2025OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.00% | $349 | 165 | Q2 2025OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $40 | 19 | Q2 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $697 | 330 | Q2 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $1,139 | 540 | Q2 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $351 | 166 | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $62,829 | 29.8K | Q2 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $4,000 | 2.0K | Q2 2025OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $106 | 50 | Q2 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $81 | 38 | Q2 2025OLDER |
| Skandinaviska Enskilda Banken AB (publ)$4.3B AUM | 0.00% | $2,680 | 1.3K | Q2 2025OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $95 | 45 | Q2 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $411 | 195 | Q2 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $28 | 13 | Q2 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $85 | 40 | Q2 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $596 | 282 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $127 | 60 | Q2 2025OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $27 | 13 | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,739 | 4.6K | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $113,066 | 53.6K | Q2 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $68 | 32 | Q2 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $62 | 29 | Q2 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $57 | 27 | Q2 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $32 | 16 | Q3 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $84 | 40 | Q2 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $106 | 50 | Q2 2025OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $5 | 2 | Q2 2025OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $11 | 5 | Q2 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $59 | 28 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $167 | 7 | Q3 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $8 | 4 | Q2 2025OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $74 | 35 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.