NUSHARES ETF TR
CUSIP 67092P300
Nushares Etf Tr has 281 institutional holders in Filings Flow’s 13F database, together reporting 842.5K shares worth $37M as of Q2 2026. The largest reported holders are Bank Of America Corp /De/, Tiaa-Cref Individual & Institutional Services, LLC, and Jpmorgan Chase & Co.
Institutional Holders
281
Q2 2026
Reported Value
$1.6B
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 |
|---|---|---|---|---|
| Forefront Analytics, LLC$110M AUM | 8.10% | $9M | 195.7K | Q1 2026OLDER |
| Invera Wealth Advisors, LLC$156M AUM | 2.02% | $3M | 69.3K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.85% | $3M | 58.1K | Q1 2026OLDER |
| rebel Financial LLC$231M AUM | 1.76% | $4M | 89.3K | Q1 2026OLDER |
| LongView Asset Management LLC$143M AUM | 1.63% | $2M | 51.8K | Q4 2025OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 1.61% | $12M | 270.2K | Q4 2025OLDER |
| Ramiah Investment Group$275M AUM | 1.46% | $207,057 | 5.8K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 1.42% | $4M | 81.1K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.28% | $2M | 37.6K | Q2 2026 |
| Plum Street Advisors, LLC$289M AUM | 1.22% | $4M | 77.5K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 1.02% | $7M | 148.6K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.84% | $217M | 4.78M | Q1 2026OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.76% | $2M | 52.8K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.74% | $1M | 32.3K | Q1 2026OLDER |
| Shotwell Rutter Baer Inc$170M AUM | 0.70% | $1M | 26.1K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.68% | $4M | 90.4K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.51% | $655,109 | 14.4K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.48% | $4M | 86.4K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.48% | $738,784 | 16.2K | Q1 2026OLDER |
| Laurel Wealth Planning LLC$190M AUM | 0.46% | $865,365 | 19.0K | Q1 2026OLDER |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 0.45% | $851,620 | 18.7K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.40% | $2M | 42.2K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.38% | $690,000 | 15.2K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.35% | $1M | 29.0K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.34% | $1M | 27.1K | Q1 2026OLDER |
| Clarity Wealth Development LLC$123M AUM | 0.34% | $420,693 | 9.2K | Q1 2026OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.34% | $3M | 71.4K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.34% | $6M | 122.0K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.34% | $8M | 186.1K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.32% | $1M | 32.1K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.32% | $614,718 | 13.5K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.32% | $18M | 401.4K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.31% | $525,571 | 11.6K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.31% | $9M | 205.5K | Q4 2025OLDER |
| VICUS CAPITAL$1.4B AUM | 0.29% | $4M | 87.8K | Q1 2026OLDER |
| Strategic Point Investment Advisors, LLC$767M AUM | 0.29% | $2M | 44.6K | Q2 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.29% | $482,755 | 10.6K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.28% | $1M | 28.5K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.26% | $314,132 | 6.9K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.25% | $518,200 | 11.4K | Q1 2026OLDER |
| Clearview Wealth Management LLC$141M AUM | 0.25% | $350,578 | 7.7K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.24% | $538,550 | 11.8K | Q1 2026OLDER |
| Kelsey Financial, LLC$114M AUM | 0.23% | $273,499 | 6.1K | Q4 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.23% | $1M | 35.7K | Q4 2025OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 0.23% | $243,065 | 5.5K | Q3 2025OLDER |
| Revolve Wealth Partners, LLC$965M AUM | 0.23% | $2M | 44.6K | Q2 2026 |
| Winter & Associates, Inc.$133M AUM | 0.23% | $306,140 | 6.1K | Q2 2026 |
| EASTERN BANK$6.5B AUM | 0.22% | $14M | 288.1K | Q2 2026 |
| Milestone Investment Advisors LLC$414M AUM | 0.22% | $905,792 | 19.9K | Q1 2026OLDER |
| Trademark Financial Management, LLC$204M AUM | 0.20% | $417,129 | 9.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.20% | $10M | 216.8K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.20% | $2M | 54.9K | Q1 2026OLDER |
| CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM | 0.19% | $2M | 46.0K | Q2 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.19% | $2M | 47.6K | Q1 2026OLDER |
| STALEY CAPITAL ADVISERS INC$2.4B AUM | 0.19% | $5M | 100.0K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.18% | $7M | 143.0K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.17% | $234,962 | 5.2K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.17% | $2M | 46.1K | Q2 2026 |
| WealthShield Partners, LLC$898M AUM | 0.15% | $1M | 30.2K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.14% | $874,578 | 19.1K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.14% | $234,189 | 5.1K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.13% | $568,113 | 12.5K | Q1 2026OLDER |
| Ledyard National Bank$1.2B AUM | 0.13% | $2M | 33.3K | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 0.13% | $585,813 | 12.9K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.13% | $423,570 | 9.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.12% | $3M | 69.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $23M | 505.7K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.12% | $462,599 | 10.2K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.12% | $5M | 108.7K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 0.11% | $239,148 | 5.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.11% | $551,621 | 12.0K | Q1 2026OLDER |
| Riverwater Partners LLC$300M AUM | 0.11% | $315,725 | 6.9K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.10% | $2M | 33.5K | Q1 2026OLDER |
| Sentinel Advisory Group, LLC$205M AUM | 0.10% | $208,527 | 4.6K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.10% | $946,423 | 20.8K | Q1 2026OLDER |
| Wescott Financial Advisory Group, LLC$1.1B AUM | 0.10% | $1M | 24.4K | Q1 2026OLDER |
| Rede Wealth, LLC$278M AUM | 0.09% | $263,354 | 5.8K | Q1 2026OLDER |
| DeDora Capital, Inc.$408M AUM | 0.09% | $370,143 | 8.1K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.09% | $293,566 | 6.5K | Q1 2026OLDER |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM | 0.09% | $193,284 | 4.2K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.08% | $642,415 | 14.1K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.08% | $484,769 | 10.7K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.08% | $84,949 | 1.9K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.08% | $228,638 | 5.0K | Q1 2026OLDER |
| Legacy Financial Advisors, Inc.$715M AUM | 0.08% | $567,658 | 12.5K | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 0.08% | $290,199 | 6.4K | Q1 2026OLDER |
| FIRST BUSINESS FINANCIAL SERVICES, INC.$1.1B AUM | 0.08% | $861,361 | 18.9K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.07% | $215,616 | 4.7K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.07% | $334,975 | 7.4K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.07% | $511,170 | 11.7K | Q3 2025OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.07% | $877,877 | 19.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.07% | $51M | 1.12M | Q1 2026OLDER |
| WARNER FINANCIAL, INC$340M AUM | 0.07% | $237,987 | 4.8K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.07% | $628,285 | 13.8K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 0.07% | $601,619 | 13.2K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 29.9K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 0.06% | $284,923 | 6.3K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.06% | $484,948 | 10.7K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.06% | $228,865 | 5.0K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.06% | $791,620 | 17.4K | Q1 2026OLDER |
| Concord Asset Management, LLC/VA$592M AUM | 0.06% | $309,112 | 7.1K | Q3 2025OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.06% | $449,211 | 9.9K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.06% | $62,881 | 1.4K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.05% | $5M | 107.0K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.05% | $223,405 | 4.9K | Q1 2026OLDER |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.05% | $277,927 | 6.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.05% | $4M | 98.3K | Q1 2026OLDER |
| SAGE FINANCIAL GROUP INC$1.5B AUM | 0.05% | $758,485 | 16.7K | Q1 2026OLDER |
| Kelman-Lazarov, Inc.$698M AUM | 0.05% | $324,006 | 7.1K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.04% | $162,511 | 3.7K | Q3 2025OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.04% | $390,537 | 7.7K | Q2 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.04% | $345,345 | 7.6K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 0.04% | $329,784 | 7.2K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.04% | $551,633 | 12.1K | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.04% | $118,619 | 2.6K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.04% | $129,474 | 2.9K | Q4 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.04% | $66,157 | 1.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $539M | 11.86M | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $366,821 | 8.1K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.04% | $89,386 | 2.0K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.04% | $212,986 | 4.7K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.04% | $287,518 | 2.9K | Q4 2025OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.04% | $417,918 | 9.2K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.04% | $373,692 | 8.2K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.04% | $815,133 | 17.9K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.04% | $338,520 | 7.4K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.04% | $25M | 540.6K | Q1 2026OLDER |
| Boston Common Asset Management, LLC$1.7B AUM | 0.04% | $587,137 | 13.0K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $235,877 | 5.4K | Q3 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.03% | $1M | 30.4K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.03% | $365,502 | 8.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.03% | $8M | 184.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $944,671 | 20.8K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.03% | $7M | 145.2K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.03% | $2M | 45.6K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.03% | $476,205 | 9.5K | Q2 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.03% | $2M | 47.5K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.03% | $435,317 | 9.7K | Q2 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $272,418 | 6.0K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.03% | $219,394 | 4.9K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $926,312 | 20.4K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.03% | $316,987 | 6.3K | Q2 2026 |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $208,800 | 4.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $631,097 | 13.9K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.03% | $205,114 | 4.5K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $230,139 | 5.1K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.03% | $248,942 | 5.5K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $570,115 | 12.5K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.03% | $344,390 | 7.6K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $722,222 | 15.9K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.03% | $1M | 24.6K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.02% | $2M | 47.0K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.02% | $247,975 | 5.5K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.02% | $234,780 | 5.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $86M | 1.90M | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $739,852 | 14.8K | Q2 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $31,987 | 703 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $273,683 | 6.0K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.02% | $99,333 | 2.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 71.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.02% | $384,157 | 8.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $11M | 252.1K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.02% | $1M | 30.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $953,226 | 20.9K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.02% | $4M | 86.1K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.02% | $228,638 | 5.0K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $467,146 | 10.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.02% | $52,553 | 1.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 23.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $4M | 82.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $4M | 95.2K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.02% | $1M | 27.4K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $877,934 | 19.5K | Q4 2025OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.02% | $462,213 | 10.3K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $550,378 | 11.0K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $733,688 | 16.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $367,490 | 8.1K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $781,908 | 17.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $48M | 1.05M | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $790,236 | 17.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $576,113 | 12.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $11M | 230.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $6M | 125.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 49.8K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $58,604 | 1.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $203,977 | 4.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $267,573 | 5.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $460,054 | 9.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $758,303 | 16.7K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 46.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $811,095 | 17.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $374,374 | 8.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 21.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $17,531 | 400 | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $489,193 | 10.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 26.5K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $596,842 | 13.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $545,545 | 12.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 173.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 22.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 167.2K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $27,682 | 608 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $27,682 | 608 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $428,722 | 9.4K | Q1 2026OLDER |
| Investors Portfolio Services LLC$108M AUM | 0.01% | $8,093 | 178 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 41.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $5M | 109.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $34,853 | 766 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $223,360 | 4.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $277,008 | 6.1K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $353,444 | 7.8K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $21,246 | 425 | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $324,385 | 6.5K | Q2 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $223,269 | 4.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $231,231 | 5.1K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $224,618 | 4.5K | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $91M | 2.04M | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $268,541 | 5.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 47.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $1M | 24.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $85,449 | 1.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $467,925 | 10.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.00% | $214,534 | 4.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $437,360 | 9.6K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $167,804 | 3.7K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $265,629 | 5.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $354,855 | 7.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $20M | 438.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 29.0K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $6,837 | 156 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $24M | 516.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $11M | 250.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $180,817 | 4.0K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $16,655 | 380 | Q3 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $237,419 | 5.2K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 0.00% | $5,041 | 111 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $56M | 1.23M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $546,819 | 12.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $19,565 | 430 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $29,765 | 660 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $354,764 | 7.8K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $8,109 | 180 | Q4 2025OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.00% | $3,234 | 71 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $97,830 | 2.0K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $70,430 | 1.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $487,730 | 10.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $11M | 232.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 35.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 53.6K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $10,602 | 233 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $362,762 | 8.0K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $28,893 | 635 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $82,492 | 1.8K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $165,529 | 3.6K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $21,567 | 474 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $279,761 | 6.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $788,203 | 17.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 25.6K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 49.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $212,485 | 4.7K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $3,543 | 78 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $575,360 | 12.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 40.1K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $334,636 | 7.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 121.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $307,192 | 6.8K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $627,636 | 13.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $630,266 | 13.9K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $65,434 | 1.5K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $149,104 | 3.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $93,821 | 2.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 76.4K | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $537,085 | 11.8K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $117,150 | 2.7K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $145,241 | 3.2K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $28,517 | 633 | Q4 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $3,322 | 73 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $42,952 | 944 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $110,474 | 2.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $18,889 | 431 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $6M | 126.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $11,921 | 272 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $165,120 | 3.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,735 | 170 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $338,611 | 7.4K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $1,911 | 42 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 36.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $33,670 | 740 | Q1 2026OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $15 | 339 | Q3 2025OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $10,846 | 238 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $641,095 | 14.1K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $63,336 | 1.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $205,888 | 4.5K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $9,646 | 212 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $8,236 | 181 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4,550 | 100 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,547 | 56 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.