MITSUBISHI UFJ FINANCIAL GRO
CUSIP 606822104
Mitsubishi Ufj Financial Gro has 535 institutional holders in Filings Flow’s 13F database, together reporting 338.51M shares worth $5.6B as of Q1 2026. The largest reported holders are Fisher Asset Management, LLC, Aristotle Capital Management, LLC, and Goldman Sachs Group Inc.
Institutional Holders
535
Q1 2026
Reported Value
$5.6B
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 |
|---|---|---|---|---|
| XY Capital Ltd$101M AUM | 6.92% | $7M | 411.4K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 2.43% | $14M | 853.9K | Q4 2025OLDER |
| FULCRUM WEALTH ADVISORS, LLC$121M AUM | 2.22% | $3M | 157.7K | Q1 2026OLDER |
| Aviso Financial Inc.$2.8B AUM | 2.08% | $58M | 3.45M | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 1.83% | $873M | 51.46M | Q1 2026OLDER |
| Henry James International Management Inc.$334M AUM | 1.77% | $6M | 296.7K | Q2 2026 |
| TODD ASSET MANAGEMENT LLC$5.1B AUM | 1.35% | $69M | 4.06M | Q1 2026OLDER |
| AUGUSTINE ASSET MANAGEMENT INC$444M AUM | 1.34% | $6M | 350.5K | Q1 2026OLDER |
| Permanens Capital L.P.$776M AUM | 1.26% | $10M | 575.6K | Q1 2026OLDER |
| Altman Advisors, Inc.$241M AUM | 1.25% | $3M | 177.2K | Q1 2026OLDER |
| JCIC Asset Management Inc.$326M AUM | 0.97% | $3M | 186.5K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.91% | $5M | 282.5K | Q1 2026OLDER |
| Alaethes Wealth, LLC$351M AUM | 0.89% | $3M | 198.4K | Q4 2025OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.86% | $2M | 98.8K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.79% | $9M | 558.2K | Q1 2026OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.68% | $8M | 512.7K | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.60% | $3M | 138.0K | Q2 2026 |
| DMC Group, LLC$148M AUM | 0.60% | $890,467 | 52.5K | Q1 2026OLDER |
| Themes Management Co LLC$162M AUM | 0.59% | $960,604 | 56.6K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.57% | $9M | 593.2K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.55% | $1.6B | 95.69M | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.55% | $5M | 309.5K | Q1 2026OLDER |
| MITCHELL CAPITAL MANAGEMENT CO$545M AUM | 0.55% | $3M | 176.0K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.52% | $2M | 88.7K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.51% | $5M | 280.0K | Q1 2026OLDER |
| Naviter Wealth, LLC$801M AUM | 0.50% | $4M | 235.8K | Q1 2026OLDER |
| Alphadyne Asset Management LP$5.8B AUM | 0.49% | $28M | 1.65M | Q1 2026OLDER |
| Dorsey Wright & Associates$807M AUM | 0.47% | $4M | 223.0K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.40% | $698,641 | 41.2K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.40% | $719,126 | 44.0K | Q1 2026OLDER |
| Qtron Investments LLC$738M AUM | 0.35% | $3M | 154.2K | Q1 2026OLDER |
| First National Bank of Hutchinson$157M AUM | 0.33% | $514,242 | 30.3K | Q1 2026OLDER |
| Cetera Trust Company, N.A$177M AUM | 0.32% | $560,349 | 33.0K | Q1 2026OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.31% | $2M | 101.8K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.31% | $1M | 63.1K | Q2 2026 |
| Burns Matteson Capital Management, LLC$273M AUM | 0.30% | $831,140 | 49.0K | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.30% | $105M | 6.19M | Q1 2026OLDER |
| PALLADIEM, LLC$105M AUM | 0.30% | $312,137 | 17.2K | Q1 2026OLDER |
| Storgate, LLC$127M AUM | 0.28% | $360,137 | 21.2K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.27% | $9M | 528.1K | Q1 2026OLDER |
| Five Oceans Advisors$276M AUM | 0.26% | $731,611 | 43.1K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.26% | $673,040 | 39.7K | Q1 2026OLDER |
| EWA, LLC$441M AUM | 0.25% | $1M | 65.8K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.25% | $642,281 | 37.8K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.24% | $1M | 67.6K | Q1 2026OLDER |
| Dauntless Investment Group, LLC$151M AUM | 0.23% | $292,030 | 18.4K | Q4 2025OLDER |
| Cromwell Holdings LLC$178M AUM | 0.23% | $409,554 | 24.1K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.22% | $619,931 | 36.5K | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.22% | $6M | 354.3K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.21% | $14M | 855.1K | Q1 2026OLDER |
| Sivia Capital Partners, LLC$516M AUM | 0.21% | $1M | 63.9K | Q1 2026OLDER |
| Harbour Capital Advisors, LLC$525M AUM | 0.21% | $1M | 62.0K | Q1 2026OLDER |
| BINGHAM PRIVATE WEALTH, LLC$126M AUM | 0.20% | $257,605 | 15.2K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.20% | $7M | 389.5K | Q1 2026OLDER |
| Livet Wealth, LLC$157M AUM | 0.20% | $310,500 | 18.3K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 0.19% | $639,430 | 37.7K | Q1 2026OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.19% | $1M | 85.2K | Q1 2026OLDER |
| THORNBURG INVESTMENT MANAGEMENT INC$9.6B AUM | 0.19% | $18M | 1.08M | Q1 2026OLDER |
| SEVEN MILE ADVISORY$139M AUM | 0.17% | $239,582 | 14.1K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.17% | $714,655 | 42.1K | Q1 2026OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.17% | $192,337 | 11.3K | Q1 2026OLDER |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.17% | $882,983 | 52.0K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.16% | $267,027 | 16.8K | Q3 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.16% | $2M | 115.7K | Q1 2026OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.16% | $29M | 1.70M | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.16% | $7M | 436.2K | Q4 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.15% | $14M | 824.1K | Q1 2026OLDER |
| Portside Wealth Group, LLC$738M AUM | 0.15% | $1M | 64.2K | Q1 2026OLDER |
| BTC Capital Management, Inc.$1.5B AUM | 0.15% | $2M | 126.4K | Q1 2026OLDER |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.14% | $178,185 | 10.5K | Q1 2026OLDER |
| Accuvest Global Advisors$107M AUM | 0.14% | $221,000 | 13.9K | Q3 2025OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.13% | $2M | 139.5K | Q1 2026OLDER |
| Campbell & CO Investment Adviser LLC$1.8B AUM | 0.13% | $3M | 172.3K | Q4 2025OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.13% | $1M | 79.6K | Q1 2026OLDER |
| XXI WEALTH, LLC$177M AUM | 0.13% | $228,213 | 13.4K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.13% | $4M | 241.8K | Q1 2026OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.13% | $909,922 | 53.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.12% | $1M | 68.9K | Q2 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.12% | $4M | 229.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.12% | $7M | 401.4K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.12% | $5M | 314.6K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 0.12% | $277,079 | 15.8K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.12% | $644,707 | 38.0K | Q1 2026OLDER |
| FOX RUN MANAGEMENT, L.L.C.$572M AUM | 0.12% | $771,592 | 48.4K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.12% | $2M | 135.7K | Q1 2026OLDER |
| Shilanski & Associates, Inc.$376M AUM | 0.11% | $426,140 | 26.7K | Q3 2025OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.11% | $1M | 67.0K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.11% | $11M | 635.6K | Q1 2026OLDER |
| Frec Markets, Inc.$587M AUM | 0.11% | $643,231 | 37.9K | Q1 2026OLDER |
| MQS Management LLC$148M AUM | 0.11% | $181,280 | 11.4K | Q4 2025OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.10% | $530,765 | 26.7K | Q2 2026 |
| First Affirmative Financial Network$258M AUM | 0.10% | $265,553 | 15.6K | Q1 2026OLDER |
| Clearbridge Investments, LLC$114.9B AUM | 0.10% | $118M | 6.95M | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.10% | $262,864 | 16.6K | Q4 2025OLDER |
| SmartHarvest Portfolios, LLC$240M AUM | 0.10% | $244,215 | 14.4K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.10% | $665,021 | 39.2K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.10% | $350,939 | 17.6K | Q2 2026 |
| Brown Financial Advisors$264M AUM | 0.10% | $258,131 | 15.2K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.10% | $5M | 311.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.10% | $3M | 184.1K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.10% | $449,964 | 28.4K | Q2 2026 |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.10% | $2M | 146.8K | Q3 2025OLDER |
| May Hill Capital, LLC$371M AUM | 0.09% | $350,141 | 22.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.09% | $19M | 1.09M | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.09% | $194,900 | 11.5K | Q1 2026OLDER |
| Canopy Partners, LLC$291M AUM | 0.09% | $252,293 | 14.9K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.09% | $342,013 | 20.2K | Q1 2026OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.08% | $59M | 3.45M | Q1 2026OLDER |
| WRAPMANAGER INC$288M AUM | 0.08% | $240,312 | 14.2K | Q1 2026OLDER |
| Linden Thomas Advisory Services, LLC$1.0B AUM | 0.08% | $862,772 | 50.8K | Q1 2026OLDER |
| Trust Point Inc.$1.2B AUM | 0.08% | $976,457 | 49.1K | Q2 2026 |
| Gradient Investments LLC$7.2B AUM | 0.08% | $6M | 301.7K | Q2 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.08% | $5M | 281.1K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.08% | $1M | 66.2K | Q1 2026OLDER |
| apricus wealth, LLC$205M AUM | 0.08% | $158,600 | 10.0K | Q4 2025OLDER |
| Limestone Investment Advisors LP$1.2B AUM | 0.08% | $1M | 59.2K | Q1 2026OLDER |
| Flatrock Wealth Partners LLC$208M AUM | 0.08% | $163,435 | 10.3K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.08% | $8M | 469.8K | Q1 2026OLDER |
| Third View Private Wealth, LLC$730M AUM | 0.08% | $570,396 | 33.6K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.08% | $675,422 | 39.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.08% | $5M | 291.2K | Q1 2026OLDER |
| FACTORY MUTUAL INSURANCE CO$8.9B AUM | 0.08% | $7M | 394.3K | Q1 2026OLDER |
| Te Ahumairangi Investment Management Ltd$597M AUM | 0.07% | $435,688 | 25.7K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.07% | $3M | 196.3K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.07% | $525,879 | 28.9K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.07% | $4M | 227.2K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.07% | $511,403 | 32.1K | Q3 2025OLDER |
| SELDON CAPITAL LP$272M AUM | 0.07% | $191,303 | 11.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.07% | $3M | 170.2K | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.07% | $1M | 76.8K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.07% | $8M | 474.5K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.07% | $41M | 2.40M | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.07% | $207,102 | 12.2K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.07% | $5M | 322.0K | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.07% | $3M | 179.9K | Q1 2026OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.07% | $274,405 | 16.2K | Q1 2026OLDER |
| FIL Ltd$128.7B AUM | 0.06% | $82M | 4.85M | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.06% | $258,589 | 15.2K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.06% | $648,862 | 38.2K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.06% | $242,559 | 15.2K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 100.4K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.06% | $63M | 3.69M | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.06% | $1M | 67.0K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.06% | $1M | 81.1K | Q1 2026OLDER |
| RIVERSEDGE ADVISORS, LLC$618M AUM | 0.06% | $348,258 | 20.5K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.06% | $15M | 911.0K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.05% | $1M | 71.0K | Q2 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.05% | $1M | 84.6K | Q1 2026OLDER |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.05% | $312,078 | 18.4K | Q1 2026OLDER |
| Gibbs Wealth Management$762M AUM | 0.05% | $389,275 | 22.9K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 0.05% | $142,345 | 8.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 263.1K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $367,876 | 21.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $6M | 333.5K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.05% | $466,437 | 27.5K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.05% | $4M | 255.0K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.05% | $769,810 | 45.4K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.05% | $16M | 895.8K | Q1 2026OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.05% | $1M | 60.0K | Q1 2026OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.05% | $363,277 | 21.4K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.05% | $175,094 | 11.0K | Q4 2025OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.05% | $181,171 | 10.7K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.05% | $1M | 77.7K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.04% | $1M | 85.0K | Q4 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $822,801 | 48.5K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.04% | $776,666 | 45.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.04% | $2M | 109.1K | Q1 2026OLDER |
| E Fund Management (Hong Kong) Co., Ltd.$220M AUM | 0.04% | $126,257 | 6.9K | Q4 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.04% | $496,545 | 31.3K | Q4 2025OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.04% | $2M | 91.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 66.7K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.04% | $745,685 | 43.9K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.04% | $680,614 | 36.6K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC /UT$462M AUM | 0.04% | $186,561 | 11.8K | Q4 2025OLDER |
| RNC CAPITAL MANAGEMENT LLC$2.2B AUM | 0.04% | $883,354 | 55.7K | Q4 2025OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.04% | $868,542 | 51.2K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $10M | 578.1K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.04% | $386,712 | 22.8K | Q1 2026OLDER |
| WESTFIELD CAPITAL MANAGEMENT CO LP$23.8B AUM | 0.04% | $9M | 516.1K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.04% | $361,620 | 18.2K | Q2 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 59.2K | Q4 2025OLDER |
| Keel Point, LLC$1.5B AUM | 0.04% | $581,260 | 36.6K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.03% | $644,714 | 38.0K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.03% | $2M | 127.5K | Q1 2026OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.03% | $3M | 159.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $243,752 | 15.4K | Q4 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.03% | $2M | 106.7K | Q2 2026 |
| DENALI ADVISORS LLC$900M AUM | 0.03% | $294,786 | 17.4K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.03% | $95,445 | 11.2K | Q3 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $126,240 | 7.4K | Q1 2026OLDER |
| Independent Solutions Wealth Management, LLC$679M AUM | 0.03% | $215,383 | 12.7K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $423,640 | 25.0K | Q1 2026OLDER |
| Henshaw Capital LLC$2.7B AUM | 0.03% | $824,114 | 48.6K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.03% | $74,329 | 4.4K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.03% | $190,212 | 11.9K | Q3 2025OLDER |
| Main Street Research LLC$1.7B AUM | 0.03% | $516,703 | 30.4K | Q1 2026OLDER |
| a16z Perennial Management, L.P.$1.2B AUM | 0.03% | $358,203 | 21.1K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.03% | $329,430 | 18.3K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.03% | $57M | 3.37M | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.03% | $345,112 | 17.4K | Q2 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $802,647 | 47.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $244M | 14.38M | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.03% | $492,028 | 29.0K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.03% | $2M | 117.8K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.03% | $420,109 | 24.8K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.03% | $178,911 | 11.2K | Q3 2025OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.03% | $539,137 | 31.8K | Q1 2026OLDER |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.03% | $516,092 | 30.4K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.03% | $2M | 138.7K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.03% | $463,683 | 29.2K | Q4 2025OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.03% | $2M | 84.4K | Q1 2026OLDER |
| ALTA CAPITAL MANAGEMENT LLC/$1.3B AUM | 0.03% | $332,747 | 19.6K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.03% | $194M | 11.42M | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.03% | $298,329 | 17.6K | Q1 2026OLDER |
| ABN AMRO INVESTMENT SOLUTIONS$7.7B AUM | 0.03% | $2M | 114.8K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.02% | $807,222 | 47.6K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 145.2K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.02% | $183,781 | 10.8K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.02% | $85,817 | 5.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $86M | 5.09M | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.02% | $195,953 | 11.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 77.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.02% | $76,179 | 4.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 100.4K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.02% | $93,709 | 5.5K | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 0.02% | $380,569 | 22.4K | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.02% | $260,354 | 15.3K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $710,975 | 41.9K | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 100.7K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.02% | $227,482 | 11.4K | Q2 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $22M | 1.28M | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 63.2K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.02% | $1M | 81.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $13M | 792.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $107M | 6.32M | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.02% | $990,505 | 58.4K | Q1 2026OLDER |
| Iron Gate Global Advisors LLC$947M AUM | 0.02% | $174,536 | 10.3K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $202,367 | 11.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 196.3K | Q1 2026OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.02% | $187,960 | 11.1K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $2M | 90.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $6M | 374.2K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.02% | $260,685 | 15.4K | Q1 2026OLDER |
| BAMCO INC /NY/$33.1B AUM | 0.02% | $6M | 336.5K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.02% | $534,378 | 29.0K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.02% | $5M | 295.6K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $158,600 | 10.0K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 100.6K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.02% | $9M | 568.9K | Q4 2025OLDER |
| WINDWARD CAPITAL MANAGEMENT CO /CA$1.2B AUM | 0.02% | $203,861 | 12.0K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.02% | $2M | 98.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $891,595 | 56.2K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $10M | 568.2K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.02% | $1M | 61.9K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.02% | $238,328 | 14.0K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.02% | $739,649 | 37.2K | Q2 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.02% | $850,672 | 50.1K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $28,801 | 1.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $539,317 | 27.1K | Q2 2026 |
| Neuberger Berman Group LLC$131.4B AUM | 0.02% | $20M | 1.19M | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $208M | 12.23M | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $22M | 1.32M | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.02% | $29,154 | 1.7K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.02% | $16M | 966.4K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $16,122 | 950 | Q1 2026OLDER |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.01% | $223,529 | 13.2K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $315,566 | 19.9K | Q4 2025OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.01% | $198,719 | 11.7K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.01% | $198,413 | 11.7K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $678,677 | 40.0K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $495,185 | 29.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $3M | 175.8K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $206,180 | 13.0K | Q2 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $850,349 | 50.1K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.01% | $153,222 | 9.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $124,152 | 7.3K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.01% | $183,649 | 10.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $14M | 839.5K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 79.1K | Q4 2025OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $197,120 | 11.3K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $885,589 | 52.2K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $3M | 140.0K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $21,773 | 1.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 132.3K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $1M | 59.2K | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.01% | $18,092 | 1.1K | Q3 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $708,226 | 41.7K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $9M | 583.2K | Q3 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $172,330 | 10.2K | Q1 2026OLDER |
| Retirement Wealth Solutions LLC$181M AUM | 0.01% | $22,059 | 1.1K | Q2 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.01% | $204,047 | 12.0K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $26M | 1.55M | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $2M | 113.0K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $37,979 | 2.2K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 126.3K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $175,673 | 10.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $23M | 1.41M | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $423,995 | 25.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $749,947 | 44.2K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.01% | $18,682 | 1.2K | Q3 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.01% | $17,882 | 738 | Q4 2025OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $402,474 | 20.2K | Q2 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $196,370 | 12.4K | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $443,401 | 26.1K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $274,171 | 16.2K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.01% | $62,267 | 3.9K | Q4 2025OLDER |
| Sepio Capital, LP$1.8B AUM | 0.01% | $179,101 | 10.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $7M | 424.0K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $126,308 | 7.4K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $749,497 | 44.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $1M | 87.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $6M | 382.1K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $175,317 | 10.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $5M | 318.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 69.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $403,750 | 23.8K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $56,952 | 3.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $7M | 441.6K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.01% | $1M | 60.0K | Q1 2026OLDER |
| Inlight Wealth Management, LLC$270M AUM | 0.01% | $23,790 | 1.5K | Q4 2025OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $760,485 | 47.7K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 475.1K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $388,120 | 22.9K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 69.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $313,300 | 18.5K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $17M | 1.01M | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $192,610 | 11.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $345,916 | 20.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $43M | 2.54M | Q2 2026 |
| Manchester Capital Management LLC$694M AUM | 0.01% | $59,967 | 3.8K | Q3 2025OLDER |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.01% | $1M | 65.7K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.01% | $31,598 | 1.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 437.3K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.01% | $66,194 | 3.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $862,517 | 50.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $289,237 | 17.0K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $309,143 | 18.2K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $25,241 | 1.3K | Q2 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $610,616 | 36.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $373,849 | 22.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $24M | 1.43M | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $142M | 8.37M | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $2M | 119.4K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.01% | $32,160 | 1.9K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.01% | $7,823 | 461 | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $463,104 | 27.3K | Q1 2026OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.01% | $9M | 525.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 359.5K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.01% | $161,772 | 10.2K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $204,014 | 12.0K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $19,128 | 1.2K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $166,303 | 10.4K | Q3 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $402,648 | 23.7K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $287,441 | 18.0K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.01% | $33M | 1.94M | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.01% | $10,369 | 611 | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $199,482 | 11.8K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.01% | $2M | 137.1K | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $73,766 | 4.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $110M | 6.90M | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $333,732 | 19.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $36,129 | 2.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 208.4K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.01% | $9,833 | 620 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 324.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $117,195 | 6.9K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $252,446 | 14.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $39M | 2.27M | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.01% | $8M | 476.4K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $226,991 | 13.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $44M | 2.57M | Q1 2026OLDER |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297.5B AUM | 0.01% | $18M | 1.13M | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.01% | $1M | 76.9K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $5M | 294.2K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $314,097 | 18.5K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $185,737 | 10.9K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $684,535 | 40.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.01% | $957,719 | 56.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $9,809 | 578 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.01% | $33M | 1.95M | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $32,268 | 1.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $270,680 | 16.0K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $424,090 | 25.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $52,369 | 3.1K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 77.7K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $260,000 | 15.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 194.0K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $460,817 | 27.2K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $10,483 | 661 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $389,131 | 22.9K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 0.00% | $6,788 | 400 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $21,569 | 1.3K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $217,662 | 12.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $21M | 1.22M | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $23M | 1.36M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $261,643 | 15.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 927.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $387,109 | 22.8K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $30,850 | 1.7K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $4M | 229.8K | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $17,335 | 1.1K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $293,699 | 17.3K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.00% | $166,509 | 10.4K | Q3 2025OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $25,422 | 1.5K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $884,384 | 55.8K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $28,120 | 1.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 164.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 63.4K | Q2 2026 |
| Guerra Advisors Inc$271M AUM | 0.00% | $10,504 | 659 | Q3 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $40,734 | 2.0K | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $785,778 | 46.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $237,207 | 14.0K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.00% | $9,079 | 535 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $11,031 | 650 | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.00% | $226,023 | 13.3K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.00% | $201,196 | 11.9K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $260,252 | 15.3K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $280,284 | 13.9K | Q2 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $490,874 | 28.9K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.00% | $8,061 | 475 | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $302,864 | 17.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $17,594 | 994 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $2M | 122.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $207,521 | 11.7K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $26,423 | 1.7K | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $13,186 | 777 | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $290,848 | 17.1K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $5,125 | 302 | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $17,037 | 1.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $707,307 | 41.7K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $189M | 11.12M | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $838,612 | 52.6K | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $6M | 325.4K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $56,816 | 3.3K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3M | 168.1K | Q1 2026OLDER |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $1M | 75.4K | Q1 2026OLDER |
| JARISLOWSKY, FRASER Ltd$18.2B AUM | 0.00% | $557,071 | 34.9K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $4M | 210.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $12,820 | 755 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $2M | 107.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46M | 2.84M | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7M | 396.2K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $7,660 | 483 | Q4 2025OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $28,582 | 1.4K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $259,236 | 15.3K | Q1 2026OLDER |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $1M | 78.0K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $42,793 | 2.7K | Q3 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $22,842 | 1.3K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $160,963 | 10.1K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 108.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $263,554 | 15.5K | Q1 2026OLDER |
| Swiss Life Asset Management Ltd$20.4B AUM | 0.00% | $540,851 | 31.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $352,179 | 20.8K | Q1 2026OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.00% | $176,352 | 10.4K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $9,062 | 534 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $9,062 | 534 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 83.2K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $6,246 | 368 | Q1 2026OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $12,575 | 741 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $22,977 | 1.4K | Q1 2026OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $9,317 | 549 | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $173,592 | 10.2K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $508,506 | 30.0K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $719,426 | 42.4K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $217,284 | 12.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $31,682 | 1.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $189,776 | 11.2K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $4,161 | 261 | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $414,032 | 24.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $526,392 | 31.0K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $18,107 | 1.1K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $5,669 | 285 | Q2 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $460,422 | 27.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $165,253 | 9.7K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $14M | 838.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $738,400 | 43.5K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $2,461 | 145 | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $415,492 | 26.1K | Q3 2025OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $281,397 | 16.6K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.00% | $9,401 | 554 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $723,575 | 42.6K | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.00% | $3,394 | 200 | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 0.00% | $3,156 | 186 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $38,505 | 2.2K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $20,575 | 1.2K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,649 | 215 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $373,415 | 22.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $162,141 | 10.2K | Q4 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,153 | 386 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $878,726 | 51.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $315,676 | 18.6K | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $2,036 | 120 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $72,292 | 4.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $547,722 | 32.3K | Q1 2026OLDER |
| Sumitomo Mitsui Trust Group, Inc.$154.5B AUM | 0.00% | $3M | 151.1K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $5,753 | 339 | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $5,773 | 364 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4M | 249.8K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $34,025 | 2.0K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.00% | $12,996 | 751 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.