NEOS ETF TRUST
CUSIP 78433H675
Neos Etf Trust has 26 institutional holders in Filings Flow’s 13F database, together reporting 16.40M shares worth $794M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Susquehanna International Group, LLP, and Goldman Sachs Group Inc.
Institutional Holders
26
Q1 2026
Reported Value
$61M
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 |
|---|---|---|---|---|
| Second Half Financial Partners, LLC$222M AUM | 11.18% | $25M | 499.5K | Q1 2026OLDER |
| URS Advisory LLC$137M AUM | 8.01% | $11M | 220.5K | Q1 2026OLDER |
| MADDEN SECURITIES Corp$333M AUM | 6.39% | $21M | 427.4K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 5.30% | $6M | 123.7K | Q1 2026OLDER |
| Cascade Wealth Advisors, Inc$228M AUM | 4.88% | $11M | 196.7K | Q1 2026OLDER |
| Palacios Wealth Management, LLC$160M AUM | 4.75% | $8M | 140.3K | Q1 2026OLDER |
| Estate Planners Group, LLC$208M AUM | 3.36% | $7M | 140.9K | Q1 2026OLDER |
| Foguth Wealth Management, LLC.$857M AUM | 3.25% | $28M | 486.4K | Q2 2026 |
| Eddie Patel Inc$130M AUM | 3.22% | $4M | 84.5K | Q1 2026OLDER |
| RiverTree Advisors, LLC$158M AUM | 2.94% | $5M | 93.3K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 2.63% | $7M | 144.8K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 2.27% | $4M | 85.7K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 1.99% | $3M | 60.7K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 1.89% | $8M | 153.4K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.88% | $6M | 103.4K | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 1.35% | $19M | 372.5K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 1.30% | $3M | 68.0K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 1.23% | $2M | 38.4K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 1.23% | $5M | 103.3K | Q1 2026OLDER |
| PVG ASSET MANAGEMENT CORP$173M AUM | 1.16% | $342,277 | 6.6K | Q3 2025OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 1.11% | $7M | 133.0K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 1.04% | $14M | 276.4K | Q1 2026OLDER |
| Gainplan LLC$254M AUM | 1.00% | $3M | 44.6K | Q2 2026 |
| CAP Partners, LLC$177M AUM | 0.89% | $2M | 31.7K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.83% | $2M | 36.8K | Q1 2026OLDER |
| Nearwater Capital Markets, Ltd$4.2B AUM | 0.82% | $35M | 700.0K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.80% | $4M | 70.0K | Q1 2026OLDER |
| Vann Equity Management LLC$140M AUM | 0.78% | $1M | 22.0K | Q1 2026OLDER |
| Grant Private Wealth Management Inc$237M AUM | 0.76% | $1M | 29.0K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.72% | $3M | 66.4K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 0.67% | $1M | 21.7K | Q2 2026 |
| Teamwork Financial Advisors, LLC$1.1B AUM | 0.67% | $7M | 130.1K | Q2 2026 |
| BG Investment Services, LLC$120M AUM | 0.62% | $744,948 | 15.0K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.56% | $649,448 | 13.1K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.53% | $3M | 65.5K | Q1 2026OLDER |
| Clay Northam Wealth Management, LLC$178M AUM | 0.51% | $903,310 | 18.2K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.44% | $4M | 83.4K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.44% | $952,624 | 19.2K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.42% | $2M | 29.7K | Q2 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.41% | $2M | 37.3K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.38% | $1M | 28.3K | Q1 2026OLDER |
| RED CRANE WEALTH MANAGEMENT, LLC$122M AUM | 0.36% | $437,396 | 8.8K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.35% | $399,210 | 7.4K | Q4 2025OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.34% | $3M | 49.2K | Q4 2025OLDER |
| Alpha Financial Partners LLC$169M AUM | 0.34% | $576,553 | 11.6K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.34% | $2M | 39.3K | Q1 2026OLDER |
| Waycross Investment Management Co$105M AUM | 0.32% | $366,096 | 6.8K | Q4 2025OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.32% | $2M | 43.3K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.32% | $2M | 34.6K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.30% | $18M | 369.5K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 0.29% | $306,573 | 6.2K | Q1 2026OLDER |
| ENTREWEALTH, LLC$223M AUM | 0.29% | $645,970 | 13.0K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.29% | $799,314 | 16.1K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.27% | $1M | 23.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.26% | $6M | 112.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.25% | $1M | 19.5K | Q2 2026 |
| Fulcrum Equity Management$136M AUM | 0.25% | $337,821 | 5.9K | Q2 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.23% | $2M | 41.3K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.23% | $1M | 25.3K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.22% | $3M | 57.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.21% | $13M | 257.5K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.20% | $28M | 553.8K | Q1 2026OLDER |
| Lifestyle Asset Management, Inc.$306M AUM | 0.20% | $574,845 | 10.6K | Q3 2025OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.19% | $470,316 | 9.5K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.19% | $2M | 39.0K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.18% | $346,748 | 7.0K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.18% | $240,301 | 4.8K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.18% | $921,765 | 22.4K | Q1 2026OLDER |
| Uniplan Investment Counsel, Inc.$974M AUM | 0.16% | $2M | 31.8K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.16% | $6M | 118.7K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 0.16% | $620,430 | 12.5K | Q2 2026 |
| Capital Planning LLC$307M AUM | 0.16% | $477,869 | 9.6K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.16% | $288,321 | 5.8K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.15% | $317,768 | 6.4K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.15% | $241,493 | 4.4K | Q2 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.15% | $609,000 | 12.3K | Q1 2026OLDER |
| Hibernia Wealth Partners, LLC$338M AUM | 0.14% | $480,178 | 9.7K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.14% | $390,596 | 7.9K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.13% | $871,936 | 16.8K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 202.7K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.12% | $279,258 | 5.6K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.12% | $1M | 28.6K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.12% | $1M | 27.8K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.12% | $2M | 45.2K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.12% | $651,492 | 13.1K | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.11% | $252,773 | 5.1K | Q1 2026OLDER |
| Sunpointe, LLC$305M AUM | 0.11% | $342,911 | 6.9K | Q1 2026OLDER |
| RIDGECREST WEALTH PARTNERS, LLC$181M AUM | 0.11% | $201,975 | 3.8K | Q4 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.11% | $986,352 | 17.4K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.10% | $6M | 112.5K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.10% | $239,506 | 4.8K | Q1 2026OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.10% | $202,189 | 4.1K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.10% | $263,197 | 5.3K | Q1 2026OLDER |
| Midwest Financial Group LLC$234M AUM | 0.10% | $228,574 | 4.6K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.09% | $8M | 155.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.09% | $2M | 38.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.09% | $3M | 55.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.09% | $2M | 48.3K | Q1 2026OLDER |
| Genesee Capital Advisors, LLC$239M AUM | 0.09% | $206,904 | 4.2K | Q1 2026OLDER |
| Horizon Investment Services, LLC$288M AUM | 0.09% | $238,622 | 4.4K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.08% | $4M | 67.9K | Q4 2025OLDER |
| Rockport Wealth LLC$549M AUM | 0.08% | $450,390 | 9.1K | Q1 2026OLDER |
| NEW WAVE WEALTH ADVISORS LLC$288M AUM | 0.08% | $203,180 | 3.7K | Q3 2025OLDER |
| Sonoma Allocations LLC$322M AUM | 0.08% | $251,237 | 4.5K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 40.4K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.07% | $746,095 | 15.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.07% | $5M | 108.4K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.07% | $304,152 | 6.1K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.07% | $507,832 | 10.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.07% | $2M | 34.1K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.06% | $298,140 | 6.0K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 0.06% | $348,476 | 7.0K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.06% | $578,961 | 11.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.06% | $5M | 105.7K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.06% | $2M | 38.9K | Q1 2026OLDER |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.06% | $2M | 50.2K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $494,316 | 9.1K | Q3 2025OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.06% | $235,315 | 4.4K | Q4 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.06% | $1M | 25.0K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.05% | $364,877 | 6.7K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.05% | $980,980 | 19.7K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.05% | $306,836 | 6.2K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.05% | $724,481 | 14.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $274,702 | 5.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.05% | $1M | 20.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $10M | 207.7K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $781,798 | 15.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 28.6K | Q2 2026 |
| Balboa Wealth Partners$596M AUM | 0.05% | $279,854 | 5.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.04% | $276,587 | 5.6K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 24.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $640,630 | 12.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 35.3K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.04% | $175,157 | 3.5K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 27.6K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.04% | $1M | 26.7K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.04% | $1M | 25.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $455,176 | 9.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 65.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.04% | $639,128 | 12.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 24.5K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 80.7K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.04% | $370,461 | 6.5K | Q2 2026 |
| NOVEM GROUP$873M AUM | 0.04% | $308,813 | 6.2K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.04% | $213,667 | 4.3K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.03% | $521,165 | 10.5K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.03% | $874,499 | 17.6K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $856,056 | 17.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $272,141 | 5.5K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 28.2K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $405,431 | 8.2K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 33.2K | Q1 2026OLDER |
| Falcon Wealth Planning$1.5B AUM | 0.03% | $352,354 | 6.5K | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $3M | 51.2K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $443,418 | 7.8K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 224.4K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $530,938 | 10.7K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.03% | $3M | 53.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.03% | $90,752 | 1.8K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $624,053 | 12.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $217,294 | 4.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $108M | 2.16M | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.03% | $759,802 | 15.3K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.03% | $232,350 | 4.7K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.03% | $99,380 | 2.0K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.03% | $92,225 | 1.9K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.02% | $100,573 | 2.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 44.5K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $416,899 | 8.4K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $5M | 95.4K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.02% | $374,375 | 7.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $701,216 | 14.1K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.02% | $357,768 | 7.2K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.02% | $519,019 | 10.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $39,806 | 739 | Q4 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $226,586 | 4.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $296,972 | 6.0K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $215,252 | 4.3K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $1M | 22.7K | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.01% | $231,846 | 4.3K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $177,724 | 3.6K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $21,680 | 400 | Q3 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $210,586 | 4.2K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $900,024 | 18.1K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $2M | 30.7K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $189,717 | 3.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $656,593 | 11.6K | Q2 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $223,605 | 4.5K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 23.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 67.7K | Q2 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $67,376 | 1.3K | Q4 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $432,186 | 8.7K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 72.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 23.6K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $576,857 | 11.6K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.01% | $27,876 | 561 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $371,706 | 7.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $439,274 | 8.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 50.7K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 27.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $440,055 | 8.9K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.01% | $50,474 | 1.0K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $534,544 | 10.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $483,906 | 9.0K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 30.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $339,499 | 6.8K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $627,253 | 12.6K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $445,288 | 9.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 26.7K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $8M | 156.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $117,268 | 2.4K | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $61,951 | 1.2K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $266,736 | 5.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $59M | 1.18M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 94.1K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $302,209 | 6.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $253,916 | 5.1K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $133,965 | 2.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $56,260 | 1.0K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $184,323 | 3.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $735,467 | 14.8K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.01% | $9,938 | 200 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $33M | 655.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $47M | 947.2K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $481,943 | 9.7K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $16,817 | 312 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $279,012 | 5.6K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $243,431 | 4.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $935,502 | 18.8K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $388,268 | 7.2K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $619,275 | 12.5K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $864,364 | 17.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $154,186 | 3.1K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.00% | $205,974 | 3.6K | Q2 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $6,021 | 106 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 273.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $837,525 | 16.9K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $255,616 | 5.1K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.00% | $255,835 | 4.8K | Q4 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $719,910 | 14.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 45.1K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $648,206 | 13.0K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $276,178 | 5.6K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $68,672 | 1.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $24M | 489.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $268,317 | 5.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $247,208 | 5.0K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $10,899 | 202 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $11M | 216.8K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $622,665 | 12.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $16M | 323.3K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $860,427 | 15.9K | Q4 2025OLDER |
| IFS Advisors, LLC$194M AUM | 0.00% | $4,969 | 100 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $10,027 | 185 | Q3 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $8,298 | 167 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $153,691 | 3.1K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $10,249 | 206 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $238,700 | 4.8K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $7,810 | 145 | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $93,859 | 1.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 41.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $16M | 327.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 37.5K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 27.5K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $479,700 | 9.7K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $2M | 43.9K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $425,435 | 7.9K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 23.3K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $14,148 | 250 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $618,952 | 12.5K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $20,870 | 420 | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $50,933 | 1.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 23.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $22M | 416.8K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $5,386 | 100 | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $27,156 | 547 | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $10,506 | 185 | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $23,627 | 476 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $209,178 | 4.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $483,981 | 9.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $100,125 | 2.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $404,048 | 8.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $30,009 | 604 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $16,756 | 337 | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $238,480 | 4.4K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $311,289 | 6.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $555,739 | 11.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $13,118 | 264 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $319,528 | 6.4K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $1M | 20.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $361,572 | 7.3K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $755 | 15 | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.00% | $475 | 10 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $26,336 | 530 | Q1 2026OLDER |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $531 | 11 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $194,238 | 3.9K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $19,876 | 400 | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $114,386 | 2.3K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $11,203 | 208 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $57,144 | 1.1K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $497 | 10 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $269,350 | 5.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $17,242 | 347 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $28,838 | 580 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $111,894 | 53.0K | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $1,077 | 20 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $252,524 | 5.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $249 | 5 | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $208,002 | 4.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $80,647 | 1.6K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $231,515 | 4.7K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $28,274 | 569 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $9,495 | 190 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $41,690 | 839 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $1,193 | 24 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $497 | 10 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $188,510 | 3.5K | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $162 | 3 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12,024 | 242 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $60,301 | 1.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $497 | 10 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1,599 | 33 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.