MORGAN STANLEY ETF TRUST
CUSIP 61774R841
Morgan Stanley Etf Trust has 12 institutional holders in Filings Flow’s 13F database, together reporting 76.16M shares worth $3.8B as of Q1 2026. The largest reported holders are Morgan Stanley, Ameriprise Financial Inc, and Wells Fargo & Company/Mn.
Institutional Holders
12
Q1 2026
Reported Value
$372M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Prodigy Asset Management LLC$332M AUM | 34.77% | $115M | 2.28M | Q2 2026 |
| Valley Financial Group, Inc.$185M AUM | 14.22% | $26M | 519.2K | Q1 2026OLDER |
| Madrid Wealth Management, LLC$133M AUM | 9.54% | $13M | 249.2K | Q1 2026OLDER |
| Coign Capital Advisors LLC$190M AUM | 9.16% | $17M | 343.4K | Q1 2026OLDER |
| Provenance Wealth Advisors, LLC$945M AUM | 7.55% | $71M | 1.40M | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 7.03% | $12M | 234.7K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 5.75% | $24M | 469.8K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 5.49% | $8M | 154.1K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 4.88% | $14M | 282.1K | Q2 2026 |
| Wall Street Financial Group, Inc.$169M AUM | 4.18% | $7M | 139.0K | Q1 2026OLDER |
| Bouvel Investment Partners, LLC$345M AUM | 3.84% | $13M | 261.1K | Q1 2026OLDER |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 3.38% | $5M | 100.4K | Q1 2026OLDER |
| STEVENS CAPITAL PARTNERS$416M AUM | 2.88% | $12M | 235.9K | Q1 2026OLDER |
| PENNEY FINANCIAL, LLC$261M AUM | 2.71% | $7M | 139.0K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 2.69% | $24M | 465.3K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 2.44% | $15M | 288.7K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 2.04% | $17M | 328.0K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 2.02% | $10M | 204.5K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 1.87% | $7M | 130.7K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.86% | $4M | 74.0K | Q1 2026OLDER |
| Pinion Investment Advisors, LLC$428M AUM | 1.80% | $8M | 151.8K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 1.79% | $12M | 240.7K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 1.67% | $3M | 67.3K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.61% | $15M | 289.8K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 1.53% | $7M | 137.1K | Q1 2026OLDER |
| Asset Allocation Strategies LLC$563M AUM | 1.36% | $8M | 151.3K | Q1 2026OLDER |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 1.33% | $4M | 82.1K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 1.28% | $4M | 75.6K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 1.23% | $4M | 83.1K | Q1 2026OLDER |
| Evergreen Wealth Partners LLC$131M AUM | 1.21% | $2M | 31.3K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 1.20% | $6M | 111.4K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 1.06% | $2M | 46.7K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.94% | $9M | 168.1K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.91% | $1M | 26.1K | Q1 2026OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.89% | $1M | 28.4K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.87% | $6M | 115.0K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.82% | $24M | 472.6K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.67% | $3M | 64.6K | Q1 2026OLDER |
| Advisory Resource Group$581M AUM | 0.67% | $4M | 76.7K | Q1 2026OLDER |
| Gross & Hartman Investments LLC$192M AUM | 0.66% | $1M | 24.9K | Q1 2026OLDER |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.60% | $775,020 | 15.3K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.60% | $6M | 115.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.51% | $3M | 56.5K | Q4 2025OLDER |
| Helium Advisors LLC$105M AUM | 0.51% | $537,702 | 10.6K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.51% | $5M | 96.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.47% | $12M | 244.2K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.47% | $3M | 67.6K | Q3 2025OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.43% | $2M | 35.0K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.40% | $496,284 | 9.8K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.39% | $2M | 38.6K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.39% | $736,074 | 14.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.35% | $15M | 301.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.30% | $11M | 225.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.25% | $8M | 160.8K | Q2 2026 |
| ALPS ADVISORS INC$21.3B AUM | 0.24% | $52M | 1.02M | Q1 2026OLDER |
| Centerpoint Advisory Group$133M AUM | 0.24% | $320,742 | 6.3K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.22% | $5M | 88.4K | Q3 2025OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.22% | $980,846 | 19.3K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.21% | $3M | 63.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.19% | $12M | 236.9K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.18% | $2M | 33.0K | Q2 2026 |
| Tulsa Wealth Advisors, INC$570M AUM | 0.17% | $965,102 | 19.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.17% | $3M | 57.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.16% | $668,264 | 13.2K | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.16% | $165,547 | 3.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.15% | $105M | 2.06M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.15% | $6M | 126.2K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.15% | $1M | 25.9K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.14% | $241,063 | 4.8K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.14% | $2M | 43.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.13% | $3M | 50.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.13% | $3M | 65.0K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.13% | $876,047 | 17.3K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.12% | $541,453 | 10.7K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.12% | $139,663 | 2.7K | Q4 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.10% | $293,868 | 5.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $7M | 143.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.10% | $3M | 50.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.09% | $15M | 291.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.09% | $6M | 118.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.09% | $4M | 69.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.09% | $1.5B | 28.23M | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.08% | $151,235 | 3.0K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.07% | $415,746 | 8.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.07% | $6M | 108.1K | Q1 2026OLDER |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.07% | $497,781 | 9.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.07% | $13M | 253.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.07% | $300M | 5.90M | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.06% | $69,781 | 1.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 60.5K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.06% | $337,420 | 6.6K | Q1 2026OLDER |
| Members Trust Co$3.0B AUM | 0.06% | $2M | 35.9K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.06% | $507,500 | 10.0K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.06% | $700,350 | 13.8K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.06% | $776,242 | 15.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.05% | $449,037 | 8.9K | Q2 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.05% | $201,514 | 4.0K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $3M | 53.6K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.05% | $814,436 | 16.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.05% | $175M | 3.45M | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.05% | $205,227 | 4.0K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.04% | $52,526 | 1.0K | Q1 2026OLDER |
| EAGLE ROCK INVESTMENT COMPANY, LLC$808M AUM | 0.04% | $320,132 | 6.3K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.04% | $210M | 4.14M | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.04% | $66M | 1.29M | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 115.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $114M | 2.24M | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.04% | $451,929 | 8.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $32M | 632.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $612,040 | 12.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 133.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $22M | 435.8K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $46,843 | 923 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $80M | 1.58M | Q1 2026OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.02% | $385,418 | 7.5K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $34M | 676.4K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 35.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 57.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 258.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.02% | $7M | 128.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 44.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $590,280 | 11.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $531,441 | 10.5K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $328,678 | 6.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $4M | 72.7K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $722,325 | 14.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $181M | 3.57M | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.01% | $258,318 | 5.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $203M | 4.01M | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $462,985 | 9.0K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $913,257 | 18.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 40.3K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.01% | $292,066 | 5.8K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $212,105 | 4.1K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 33.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 44.3K | Q4 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $669,190 | 13.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $215,476 | 4.2K | Q4 2025OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 0.01% | $18,489 | 359 | Q4 2025OLDER |
| TruNorth Capital Management, LLC$522M AUM | 0.01% | $35,912 | 698 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $78,427 | 1.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.01% | $89,741 | 1.8K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.01% | $15,428 | 304 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 94.2K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.01% | $15,641 | 304 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $77,307 | 1.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 78.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 20.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $259,959 | 5.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3M | 53.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 64.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $411,577 | 8.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $542,924 | 10.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $324,495 | 6.3K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $972,929 | 19.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $20M | 386.3K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $253,237 | 4.9K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $290,352 | 5.7K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $57,937 | 1.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 54.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 29.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $10,191 | 200 | Q1 2026OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $25,883 | 510 | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $298,546 | 5.8K | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $8,881 | 175 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $207,720 | 4.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 118.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $737,245 | 14.5K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 137.3K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $1,578 | 31 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $33,443 | 650 | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 62.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 60.5K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $5,665 | 110 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $245,604 | 4.8K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $223,046 | 4.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $246,188 | 4.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $736,273 | 14.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,350 | 184 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $242,027 | 4.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $19,640 | 387 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $109,695 | 2.1K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,448 | 183 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $30,928 | 609 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,726 | 34 | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $2,386 | 47 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $8,745 | 172 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $336,043 | 6.6K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.00% | $53 | 1 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,350 | 66 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $32,857 | 638 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.