GQ9SPDR GOLD TR
CUSIP 78463V107 · Yahoo Finance ↗ · Google Finance ↗
Spdr Gold Tr (GQ9) has 3,108 institutional holders in Filings Flow’s 13F database, together reporting 138.19M shares worth $57.0B as of Q1 2026. The largest reported holders are Jane Street Group, LLC, Ctc LLC, and Lmr Partners LLP.
Institutional Holders
3,108
Q1 2026
Reported Value
$57.0B
Ticker
GQ9
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Marino Management, LLC$547M AUM | 87.01% | $476M | 1.11M | Q1 2026OLDER |
| Stenham Asset Management Ltd$206M AUM | 67.93% | $140M | 325.0K | Q1 2026OLDER |
| Starr Indemnity & Liability Co$394M AUM | 66.41% | $261M | 607.4K | Q1 2026OLDER |
| C V STARR & CO INC$192M AUM | 56.41% | $108M | 251.4K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 51.00% | $23.2B | 53.84M | Q1 2026OLDER |
| Alamea Verwaltungs GmbH$135M AUM | 41.79% | $56M | 131.1K | Q1 2026OLDER |
| Pureheart Capital Pte Ltd.$459M AUM | 36.30% | $323M | 909.0K | Q3 2025OLDER |
| Bleichroeder LP$579M AUM | 35.33% | $204M | 475.0K | Q1 2026OLDER |
| Sagil Capital LLP$263M AUM | 34.64% | $152M | 383.7K | Q4 2025OLDER |
| VISTA FINANCE, LLC$126M AUM | 34.24% | $43M | 100.2K | Q1 2026OLDER |
| PPSC Investment Service Corp$1.3B AUM | 26.54% | $336M | 782.0K | Q1 2026OLDER |
| Castle Hook Partners LP$23.4B AUM | 25.39% | $6.0B | 138.3K | Q1 2026OLDER |
| Fore Capital, LLC$162M AUM | 25.26% | $77M | 195.0K | Q4 2025OLDER |
| BRIGADE CAPITAL MANAGEMENT, LP$806M AUM | 23.94% | $79M | 200.0K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 23.84% | $3.5B | 8.09M | Q1 2026OLDER |
| Briaud Financial Planning Inc$381M AUM | 22.37% | $85M | 198.3K | Q1 2026OLDER |
| Corecam AG$117M AUM | 21.58% | $25M | 137.3K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 20.13% | $45M | 104.2K | Q1 2026OLDER |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.$139M AUM | 18.76% | $26M | 60.8K | Q1 2026OLDER |
| Corecam Pte. Ltd.$231M AUM | 17.92% | $41M | 96.1K | Q1 2026OLDER |
| D. SCOTT NEAL, INC.$216M AUM | 16.72% | $36M | 101.7K | Q3 2025OLDER |
| Brown University$102M AUM | 16.69% | $17M | 39.5K | Q1 2026OLDER |
| Spider Management Company, LLC$351M AUM | 16.44% | $58M | 133.9K | Q1 2026OLDER |
| Comprehensive Financial Management LLC$3.0B AUM | 16.38% | $494M | 1.15M | Q1 2026OLDER |
| BCM ADVISORS, LLC$507M AUM | 15.80% | $80M | 193.1K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 15.77% | $56M | 130.3K | Q1 2026OLDER |
| Portman Square Capital LLP$2.6B AUM | 14.39% | $374M | 868.5K | Q1 2026OLDER |
| CTC LLC$217.2B AUM | 14.01% | $30.4B | 813.7K | Q1 2026OLDER |
| INTREPID FAMILY OFFICE LLC$124M AUM | 13.92% | $17M | 40.0K | Q1 2026OLDER |
| WS MANAGEMENT LLLP$1.1B AUM | 12.94% | $147M | 340.7K | Q1 2026OLDER |
| Targeted Financial Services LLC$122M AUM | 12.77% | $16M | 36.2K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 12.42% | $169M | 392.9K | Q1 2026OLDER |
| LTS Liquid Investments LLC$107M AUM | 12.37% | $13M | 30.7K | Q1 2026OLDER |
| COBALT CAPITAL MANAGEMENT, INC.$179M AUM | 12.05% | $22M | 50.0K | Q1 2026OLDER |
| Mader & Shannon Wealth Management, Inc.$214M AUM | 11.68% | $25M | 67.9K | Q2 2026 |
| Arizona PSPRS Trust$2.7B AUM | 11.46% | $312M | 724.1K | Q1 2026OLDER |
| Bayshore Capital Advisors, LLC$237M AUM | 11.43% | $27M | 62.9K | Q1 2026OLDER |
| Independent Wealth Advisors LLC$102M AUM | 11.21% | $11M | 26.5K | Q1 2026OLDER |
| HARVARD MANAGEMENT CO INC$1.8B AUM | 11.01% | $200M | 464.4K | Q1 2026OLDER |
| Bracebridge Capital, LLC$3.7B AUM | 11.00% | $410M | 953.5K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 10.98% | $17M | 40.7K | Q1 2026OLDER |
| BRIGHT FINANCIAL ADVISORS, INC.$218M AUM | 10.90% | $24M | 55.3K | Q1 2026OLDER |
| FLAX POND CAPITAL, LLC$124M AUM | 10.86% | $13M | 31.4K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 10.39% | $14M | 31.8K | Q1 2026OLDER |
| Jain Global LLC$24.2B AUM | 10.13% | $2.5B | 5.70M | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 9.95% | $19M | 45.0K | Q1 2026OLDER |
| DIMENSION CAPITAL MANAGEMENT LLC$713M AUM | 9.80% | $70M | 162.3K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 9.71% | $20M | 47.0K | Q1 2026OLDER |
| swisspartners Advisors Ltd$159M AUM | 9.59% | $15M | 35.7K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 9.57% | $179M | 415.5K | Q1 2026OLDER |
| Sugar Maple Asset Management, LLC$165M AUM | 9.50% | $16M | 36.4K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 9.47% | $12M | 28.7K | Q1 2026OLDER |
| Sicart Associates LLC$389M AUM | 9.30% | $36M | 84.1K | Q1 2026OLDER |
| Catawba River Capital$208M AUM | 8.99% | $19M | 42.7K | Q1 2026OLDER |
| Krane Financial Solutions LLC$147M AUM | 8.89% | $13M | 30.4K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 8.66% | $124M | 288.2K | Q1 2026OLDER |
| STERLING INVESTMENT MANAGEMENT, LLC$167M AUM | 8.50% | $14M | 32.9K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 8.40% | $61M | 142.9K | Q1 2026OLDER |
| Simplify Asset Management Inc.$6.5B AUM | 8.31% | $451M | 1.27M | Q3 2025OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 8.30% | $29M | 67.1K | Q1 2026OLDER |
| Evelyn Partners Investment Management (Europe) Ltd$291M AUM | 8.15% | $24M | 55.0K | Q1 2026OLDER |
| NORTHCAPE WEALTH MANAGEMENT, LLC$367M AUM | 8.12% | $30M | 69.3K | Q1 2026OLDER |
| Client First Capital LLC$231M AUM | 7.74% | $18M | 41.5K | Q1 2026OLDER |
| Rock Creek Group LLC$988M AUM | 7.66% | $76M | 175.9K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 7.64% | $10M | 22.7K | Q1 2026OLDER |
| Members Advisory Group LLC$292M AUM | 7.60% | $22M | 51.5K | Q1 2026OLDER |
| Hunting Hill Global Capital, LLC$129M AUM | 7.58% | $10M | 22.7K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 7.57% | $17M | 0 | Q1 2026OLDER |
| OmniStar Financial Group, Inc.$193M AUM | 7.55% | $15M | 33.8K | Q1 2026OLDER |
| Portfolio Design Labs, LLC$562M AUM | 7.40% | $42M | 96.7K | Q1 2026OLDER |
| Rothschild Capital Partners, LLC$408M AUM | 7.34% | $30M | 69.6K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 7.33% | $16M | 43.8K | Q2 2026 |
| DBA TRADING, LLC$201M AUM | 7.24% | $11M | 28.4K | Q4 2025OLDER |
| SHERMAN PORFOLIOS, LLC$1.3B AUM | 7.22% | $94M | 218.8K | Q1 2026OLDER |
| Redwood Park Advisors LLC$150M AUM | 7.22% | $11M | 25.2K | Q1 2026OLDER |
| Humankind Investments LLC$175M AUM | 7.11% | $16M | 40.0K | Q4 2025OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 7.10% | $26M | 60.4K | Q1 2026OLDER |
| Cerity Partners OCIO LLC$1.7B AUM | 7.03% | $117M | 272.3K | Q1 2026OLDER |
| ARMOR ADVISORS, L.L.C.$298M AUM | 6.94% | $21M | 48.0K | Q1 2026OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 6.92% | $262M | 608.4K | Q1 2026OLDER |
| PINKERTON WEALTH, LLC$1.1B AUM | 6.90% | $76M | 191.3K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 6.87% | $14M | 31.4K | Q1 2026OLDER |
| CPR Investments Inc.$150M AUM | 6.80% | $10M | 23.7K | Q1 2026OLDER |
| Fullerton Fund Management Co Ltd.$1.2B AUM | 6.76% | $84M | 196.1K | Q1 2026OLDER |
| Cadence Wealth Management LLC$240M AUM | 6.72% | $16M | 37.4K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 6.64% | $67M | 156.0K | Q1 2026OLDER |
| SMA Capital LLC$232M AUM | 6.63% | $14M | 35.0K | Q4 2025OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 6.53% | $26M | 61.6K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 6.48% | $10M | 24.3K | Q1 2026OLDER |
| Gitterman Wealth Management, LLC$436M AUM | 6.37% | $28M | 78.3K | Q3 2025OLDER |
| ACORN CREEK CAPITAL LLC$280M AUM | 6.32% | $18M | 41.2K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 6.31% | $7M | 17.1K | Q1 2026OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 6.30% | $10M | 23.9K | Q1 2026OLDER |
| Omnia Family Wealth, LLC$373M AUM | 6.25% | $23M | 63.3K | Q2 2026 |
| MinichMacGregor Wealth Management, LLC$567M AUM | 6.22% | $35M | 81.9K | Q1 2026OLDER |
| STRATEGIC INVESTMENT MANAGEMENT, LLC$239M AUM | 6.07% | $15M | 33.8K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 6.03% | $9M | 21.6K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 5.98% | $29M | 67.5K | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 5.91% | $14M | 32.3K | Q2 2026 |
| Arch Global Advisors, LLC$192M AUM | 5.90% | $11M | 26.3K | Q1 2026OLDER |
| Gunderson Capital Management LLC$239M AUM | 5.87% | $13M | 32.9K | Q4 2025OLDER |
| Sharp Wealth Advisory, LLC$203M AUM | 5.83% | $12M | 27.4K | Q1 2026OLDER |
| Ripple Effect Asset Management LP$679M AUM | 5.82% | $30M | 83.8K | Q3 2025OLDER |
| Knoll Capital Management, LLC$180M AUM | 5.82% | $13M | 32.0K | Q4 2025OLDER |
| Bulltick Wealth Management, LLC$453M AUM | 5.81% | $26M | 61.1K | Q1 2026OLDER |
| OMC Financial Services LTD$258M AUM | 5.81% | $15M | 34.8K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 5.78% | $9M | 24.8K | Q2 2026 |
| WJ Financial Advisors LLC$124M AUM | 5.77% | $7M | 16.6K | Q1 2026OLDER |
| Your Advocates Ltd., LLP$328M AUM | 5.76% | $19M | 43.9K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 5.63% | $28M | 64.8K | Q1 2026OLDER |
| O'Domhnaill Enterprises, Inc.$124M AUM | 5.41% | $7M | 15.6K | Q1 2026OLDER |
| Greenbush Financial Group, LLC$302M AUM | 5.41% | $16M | 37.9K | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 5.38% | $61M | 142.5K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 5.38% | $7M | 17.0K | Q1 2026OLDER |
| Alexis Investment Partners, LLC$145M AUM | 5.37% | $14M | 36.2K | Q4 2025OLDER |
| Alpha Advisors, LLC/VA$127M AUM | 5.37% | $7M | 15.8K | Q1 2026OLDER |
| Carr Financial Group Corp$379M AUM | 5.34% | $20M | 47.0K | Q1 2026OLDER |
| Grand Central Investment Group$135M AUM | 5.20% | $7M | 16.3K | Q1 2026OLDER |
| Geneva Partners, LLC$208M AUM | 5.18% | $15M | 36.7K | Q4 2025OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 5.14% | $254M | 590.1K | Q1 2026OLDER |
| Hiddenite Capital Partners LP$381M AUM | 5.14% | $40M | 100.0K | Q4 2025OLDER |
| Pinpoint Asset Management (Singapore) Pte. Ltd.$433M AUM | 5.13% | $22M | 51.6K | Q1 2026OLDER |
| waypoint wealth counsel$193M AUM | 5.09% | $10M | 22.9K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 5.03% | $12M | 27.4K | Q1 2026OLDER |
| Expressive Wealth LLC$105M AUM | 5.03% | $5M | 12.2K | Q1 2026OLDER |
| RoundAngle Advisors LLC$134M AUM | 4.98% | $7M | 15.5K | Q1 2026OLDER |
| Waratah Capital Advisors Ltd.$2.6B AUM | 4.90% | $129M | 299.0K | Q1 2026OLDER |
| Independent Family Office, LLC$243M AUM | 4.81% | $12M | 27.2K | Q1 2026OLDER |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 4.77% | $196M | 550.0K | Q3 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 4.77% | $12M | 27.5K | Q1 2026OLDER |
| Three Bridge Wealth Advisors, LLC$364M AUM | 4.75% | $17M | 40.2K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 4.74% | $8M | 19.2K | Q1 2026OLDER |
| Bosman Wealth Management, LLC$114M AUM | 4.73% | $5M | 12.5K | Q1 2026OLDER |
| FFG Partners, LLC$352M AUM | 4.70% | $17M | 44.9K | Q2 2026 |
| University of Illinois Foundation$487M AUM | 4.66% | $23M | 52.8K | Q1 2026OLDER |
| Allie Family Office LLC$228M AUM | 4.64% | $11M | 24.6K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 4.64% | $7M | 17.1K | Q1 2026OLDER |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 4.57% | $5M | 11.9K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 4.55% | $16M | 37.5K | Q1 2026OLDER |
| Lee Financial Co$709M AUM | 4.52% | $32M | 74.5K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 4.52% | $19M | 43.1K | Q1 2026OLDER |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 4.50% | $54M | 126.2K | Q1 2026OLDER |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 4.49% | $12M | 28.9K | Q1 2026OLDER |
| BRIGHT VALLEY CAPITAL Ltd$153M AUM | 4.49% | $7M | 16.0K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 4.47% | $7M | 15.8K | Q1 2026OLDER |
| Guardian Capital, LLC$105M AUM | 4.46% | $5M | 10.8K | Q1 2026OLDER |
| McBroom & Associates, LLC$180M AUM | 4.45% | $8M | 18.6K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 4.36% | $8M | 21.8K | Q3 2025OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 4.31% | $9M | 21.9K | Q2 2026 |
| 5th Street Advisors, LLC$232M AUM | 4.31% | $10M | 23.3K | Q1 2026OLDER |
| Marin Bay Wealth Advisors, LLC$166M AUM | 4.28% | $7M | 16.5K | Q1 2026OLDER |
| Richard C. Young & CO., LTD.$1.2B AUM | 4.26% | $51M | 119.5K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 4.26% | $10M | 23.8K | Q1 2026OLDER |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 4.25% | $17M | 39.9K | Q1 2026OLDER |
| ROI Financial Advisors, LLC$167M AUM | 4.25% | $7M | 16.5K | Q1 2026OLDER |
| GRAYBILL WEALTH MANAGEMENT, LTD.$328M AUM | 4.24% | $14M | 32.3K | Q1 2026OLDER |
| ACT WEALTH MANAGEMENT, LLC$340M AUM | 4.21% | $14M | 38.9K | Q2 2026 |
| Three Seasons Wealth, LLC$262M AUM | 4.20% | $11M | 25.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 4.19% | $32.5B | 75.60M | Q1 2026OLDER |
| RS CRUM INC.$517M AUM | 4.18% | $22M | 50.3K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 4.18% | $8M | 18.8K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 4.18% | $74M | 173.1K | Q1 2026OLDER |
| AAF Wealth Management, LLC$244M AUM | 4.17% | $10M | 23.6K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 4.11% | $13M | 29.5K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 4.10% | $18M | 41.7K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 4.08% | $28M | 64.6K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 4.06% | $7M | 15.8K | Q1 2026OLDER |
| Emmett Investment Management, LP$131M AUM | 4.04% | $5M | 12.1K | Q1 2026OLDER |
| Lokken Investment Group LLC$291M AUM | 4.02% | $12M | 33.0K | Q3 2025OLDER |
| Townsend & Associates, Inc$1.2B AUM | 3.98% | $46M | 105.9K | Q1 2026OLDER |
| SSA SWISS ADVISORS AG$215M AUM | 3.97% | $9M | 21.5K | Q4 2025OLDER |
| IronBridge Private Wealth, LLC$310M AUM | 3.97% | $12M | 28.6K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 3.96% | $10M | 22.5K | Q1 2026OLDER |
| Norris Financial Group, LLC$108M AUM | 3.91% | $4M | 29.7K | Q2 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 3.89% | $99M | 269.4K | Q2 2026 |
| Nishkama Capital, LLC$1.6B AUM | 3.89% | $97M | 245.0K | Q4 2025OLDER |
| Oppenheimer & Close, LLC$159M AUM | 3.88% | $6M | 14.3K | Q1 2026OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 3.87% | $4M | 10.4K | Q1 2026OLDER |
| Eddie Patel Inc$130M AUM | 3.87% | $5M | 11.7K | Q1 2026OLDER |
| Artesa Financial Group, LLC$105M AUM | 3.86% | $4M | 9.4K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 3.82% | $5M | 13.0K | Q2 2026 |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 3.80% | $12M | 28.0K | Q1 2026OLDER |
| Marks Wealth, LLC$380M AUM | 3.79% | $12M | 34.5K | Q3 2025OLDER |
| Ellsworth Advisors, LLC$532M AUM | 3.78% | $20M | 46.7K | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 3.77% | $9M | 24.2K | Q2 2026 |
| Hamilton Wealth, LLC$513M AUM | 3.76% | $19M | 44.9K | Q2 2026 |
| Tiptree Advisors, LLC$172M AUM | 3.75% | $6M | 15.0K | Q1 2026OLDER |
| Kessler Investment Group, LLC$211M AUM | 3.74% | $8M | 18.4K | Q1 2026OLDER |
| E&G Advisors, LP$449M AUM | 3.73% | $17M | 38.9K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 3.71% | $17M | 39.3K | Q1 2026OLDER |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 3.71% | $6M | 77.0K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 3.70% | $20M | 54.9K | Q3 2025OLDER |
| Zeit Capital LLC$149M AUM | 3.67% | $5M | 12.8K | Q1 2026OLDER |
| Narus Financial Partners, LLC$382M AUM | 3.66% | $14M | 32.4K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 3.65% | $5M | 12.3K | Q1 2026OLDER |
| Independence Wealth Advisors, LLC$188M AUM | 3.64% | $7M | 15.9K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 3.63% | $4M | 9.7K | Q1 2026OLDER |
| Westover Capital Advisors, LLC$543M AUM | 3.60% | $20M | 45.5K | Q1 2026OLDER |
| Intrinsic Edge Capital Management LLC$603M AUM | 3.57% | $22M | 50.0K | Q1 2026OLDER |
| GLR Partners, LLC$183M AUM | 3.50% | $6M | 14.9K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 3.47% | $11M | 26.7K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 3.46% | $7M | 16.8K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 3.45% | $6M | 14.9K | Q1 2026OLDER |
| Broyhill Asset Management, LLC$108M AUM | 3.44% | $4M | 8.7K | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 3.44% | $8M | 19.0K | Q1 2026OLDER |
| McAlvany Wealth Management LLC$148M AUM | 3.40% | $5M | 12.2K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 3.38% | $155M | 360.6K | Q1 2026OLDER |
| Ciovacco Capital Management LLC$172M AUM | 3.38% | $6M | 13.5K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 3.37% | $13M | 35.3K | Q2 2026 |
| Chatterton & Associates Inc.$143M AUM | 3.35% | $5M | 10.9K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 3.35% | $29M | 67.7K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 3.33% | $1.4B | 3.30M | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 3.32% | $15M | 34.3K | Q1 2026OLDER |
| MACROVIEW INVESTMENT MANAGEMENT LLC$144M AUM | 3.30% | $5M | 11.0K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 3.28% | $5M | 12.6K | Q1 2026OLDER |
| VMS Asset Management Limited$164M AUM | 3.26% | $8M | 21.4K | Q4 2025OLDER |
| BRIDGER MANAGEMENT, LLC$128M AUM | 3.26% | $6M | 17.0K | Q3 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 3.25% | $18M | 41.3K | Q1 2026OLDER |
| Biltmore Wealth Management, LLC$281M AUM | 3.24% | $9M | 21.2K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 3.21% | $30M | 75.5K | Q4 2025OLDER |
| Ewing Morris & Co. Investment Partners Ltd.$222M AUM | 3.20% | $7M | 16.5K | Q1 2026OLDER |
| Helium Advisors LLC$105M AUM | 3.18% | $3M | 7.8K | Q1 2026OLDER |
| Perennial Advisors, LLC$587M AUM | 3.18% | $19M | 43.4K | Q1 2026OLDER |
| CHARTER RESEARCH & INVESTMENT GROUP, INC.$150M AUM | 3.17% | $5M | 11.1K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 3.15% | $10M | 23.4K | Q1 2026OLDER |
| South Shore Capital Advisors$137M AUM | 3.14% | $4M | 10.0K | Q1 2026OLDER |
| Central Asset Investments & Management Holdings (HK) Ltd$108M AUM | 3.14% | $5M | 12.2K | Q4 2025OLDER |
| Elite Wealth Management, Inc.$308M AUM | 3.10% | $10M | 22.2K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 3.10% | $59M | 136.0K | Q1 2026OLDER |
| Whitefort Capital Management, LP$339M AUM | 3.10% | $10M | 24.4K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 3.08% | $30M | 70.3K | Q1 2026OLDER |
| Pointe Capital Management LLC$202M AUM | 3.08% | $6M | 14.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 3.06% | $132M | 307.0K | Q1 2026OLDER |
| GoalFusion Wealth Management, LLC$220M AUM | 3.06% | $7M | 15.7K | Q1 2026OLDER |
| Polymer Capital Management (HK) LTD$1.2B AUM | 3.05% | $35M | 82.0K | Q1 2026OLDER |
| LRT Capital Management, LLC$107M AUM | 3.05% | $3M | 7.6K | Q1 2026OLDER |
| GKV Capital Management Co., Inc.$267M AUM | 3.05% | $8M | 18.9K | Q1 2026OLDER |
| DSG Capital Advisors, LLC$625M AUM | 3.04% | $19M | 44.2K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 3.03% | $7M | 16.3K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 2.99% | $19M | 50.6K | Q2 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 2.96% | $10M | 23.3K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 2.95% | $6M | 14.7K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 2.93% | $86M | 199.8K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 2.92% | $127M | 295.2K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 2.91% | $28M | 65.5K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 2.90% | $6M | 14.6K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 2.88% | $5M | 0 | Q1 2026OLDER |
| DDFG, Inc$464M AUM | 2.87% | $13M | 31.0K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 2.87% | $32M | 74.1K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 2.86% | $28M | 64.5K | Q1 2026OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 2.86% | $23M | 53.9K | Q1 2026OLDER |
| Blue Fin Capital, Inc.$610M AUM | 2.85% | $17M | 40.4K | Q1 2026OLDER |
| Baron Financial Group, LLC$210M AUM | 2.81% | $6M | 16.0K | Q2 2026 |
| Consolidated Portfolio Review Corp$1.1B AUM | 2.80% | $31M | 71.2K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 2.79% | $9M | 20.8K | Q1 2026OLDER |
| Investment Management Trust, LLC$103M AUM | 2.78% | $3M | 6.6K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 2.76% | $3M | 7.3K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 2.75% | $17M | 39.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 2.75% | $231M | 537.1K | Q1 2026OLDER |
| Canton Hathaway, LLC$496M AUM | 2.72% | $13M | 31.3K | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 2.70% | $174M | 404.1K | Q1 2026OLDER |
| BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM | 2.69% | $37M | 86.0K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 2.67% | $38M | 87.4K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 2.67% | $186M | 433.0K | Q1 2026OLDER |
| Teucrium Investment Advisors, LLC$129M AUM | 2.66% | $2M | 6.1K | Q4 2025OLDER |
| Allen Investment Management, LLC$8.1B AUM | 2.65% | $214M | 498.5K | Q1 2026OLDER |
| Wallington Asset Management, LLC$752M AUM | 2.64% | $20M | 46.2K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 2.64% | $10M | 24.3K | Q1 2026OLDER |
| Cavalier Investments, LLC$3.7B AUM | 2.63% | $97M | 226.1K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 2.63% | $21M | 48.2K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 2.62% | $4M | 8.4K | Q1 2026OLDER |
| Park Edge Advisors, LLC$434M AUM | 2.62% | $11M | 26.4K | Q1 2026OLDER |
| Violich Capital Management, Inc.$855M AUM | 2.61% | $22M | 51.9K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 2.60% | $3M | 8.1K | Q4 2025OLDER |
| NVWM, LLC$449M AUM | 2.58% | $12M | 26.9K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 2.57% | $8M | 19.0K | Q1 2026OLDER |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$420M AUM | 2.56% | $11M | 25.0K | Q1 2026OLDER |
| SHUTTLEWORTH & Co$111M AUM | 2.56% | $3M | 6.6K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 2.54% | $38M | 89.4K | Q2 2026 |
| Itau Unibanco Holding S.A.$4.3B AUM | 2.54% | $109M | 254.0K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 2.52% | $6M | 13.1K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 2.51% | $11M | 29.9K | Q2 2026 |
| China Universal Asset Management Co., Ltd.$1.3B AUM | 2.50% | $33M | 76.8K | Q1 2026OLDER |
| MUHLENKAMP & CO INC$380M AUM | 2.50% | $10M | 22.1K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 2.46% | $6M | 13.0K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 2.44% | $7M | 19.6K | Q2 2026 |
| Latitude Advisors, LLC$218M AUM | 2.42% | $5M | 12.3K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 2.42% | $5M | 10.7K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 2.42% | $4M | 9.5K | Q1 2026OLDER |
| Knollwood Investment Advisory, LLC$992M AUM | 2.41% | $24M | 55.6K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 2.40% | $17M | 39.0K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 2.40% | $3M | 7.6K | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 2.40% | $14.8B | 34.44M | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 2.40% | $15M | 36.0K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 2.39% | $7M | 15.2K | Q1 2026OLDER |
| Valiant Capital Management, L.P.$1.7B AUM | 2.38% | $42M | 106.1K | Q4 2025OLDER |
| Alaethes Wealth, LLC$351M AUM | 2.36% | $8M | 19.3K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 2.36% | $7M | 15.9K | Q1 2026OLDER |
| CMG Global Holdings, LLC$210M AUM | 2.36% | $5M | 11.5K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 2.33% | $4M | 9.4K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 2.32% | $5M | 14.0K | Q2 2026 |
| Sage Investment Advisers LLC$149M AUM | 2.31% | $3M | 9.3K | Q2 2026 |
| Smart Money Group LLC$344M AUM | 2.31% | $8M | 18.4K | Q1 2026OLDER |
| Gouws Capital LLC$189M AUM | 2.28% | $4M | 10.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 2.27% | $10M | 27.6K | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 2.27% | $1.2B | 2.84M | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 2.27% | $64M | 147.9K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 2.27% | $6M | 15.0K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 2.25% | $17M | 40.1K | Q1 2026OLDER |
| Taylor & Morgan Wealth Management, LLC$175M AUM | 2.25% | $4M | 9.2K | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 2.24% | $83M | 192.9K | Q1 2026OLDER |
| OFC FINANCIAL PLANNING, LLC$102M AUM | 2.23% | $2M | 5.3K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 2.21% | $2M | 5.4K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 2.20% | $3M | 6.2K | Q1 2026OLDER |
| FreeGulliver LLC$237M AUM | 2.19% | $5M | 12.1K | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 2.19% | $19M | 43.7K | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 2.18% | $103M | 240.2K | Q1 2026OLDER |
| HAMEL ASSOCIATES, INC.$351M AUM | 2.17% | $8M | 17.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 2.17% | $19.4B | 45.01M | Q1 2026OLDER |
| TSP Capital Management Group, LLC$410M AUM | 2.14% | $9M | 20.4K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 2.12% | $6M | 13.7K | Q1 2026OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 2.12% | $9M | 21.4K | Q1 2026OLDER |
| Kassira Wealth Management LLC$109M AUM | 2.07% | $2M | 5.2K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 2.07% | $8M | 18.8K | Q1 2026OLDER |
| Orin Green Financial, LLC$244M AUM | 2.05% | $5M | 11.6K | Q1 2026OLDER |
| VectorGlobal IAG, Inc.$385M AUM | 2.05% | $8M | 18.3K | Q2 2026 |
| EVEXIA WEALTH LLC$364M AUM | 2.04% | $7M | 17.1K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 2.01% | $4M | 9.8K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 2.01% | $5M | 12.5K | Q1 2026OLDER |
| Texas Bank & Trust Co$266M AUM | 2.00% | $5M | 12.3K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 1.99% | $5M | 11.1K | Q1 2026OLDER |
| Fox Hill Wealth Management$208M AUM | 1.99% | $4M | 9.6K | Q1 2026OLDER |
| Sequent Planning LLC$414M AUM | 1.98% | $8M | 19.1K | Q1 2026OLDER |
| Arkfeld Wealth Strategies, L.L.C.$316M AUM | 1.98% | $6M | 14.2K | Q1 2026OLDER |
| Bellwether Advisors, LLC$590M AUM | 1.98% | $12M | 27.1K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 1.96% | $11M | 114.9K | Q1 2026OLDER |
| Third Point LLC$2.1B AUM | 1.96% | $41M | 95.0K | Q1 2026OLDER |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 1.96% | $23M | 53.9K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 1.96% | $3M | 6.0K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 1.95% | $20M | 53.8K | Q2 2026 |
| SpringVest Wealth Management LLC$146M AUM | 1.95% | $3M | 6.6K | Q1 2026OLDER |
| Brendel Financial Advisors LLC$202M AUM | 1.94% | $4M | 9.1K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 1.94% | $3M | 7.0K | Q1 2026OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 1.93% | $12M | 27.6K | Q1 2026OLDER |
| Flagship Private Wealth, LLC$246M AUM | 1.93% | $5M | 11.0K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 1.92% | $2.7B | 7.57M | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 1.92% | $34M | 79.6K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 1.92% | $2M | 4.8K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.91% | $3M | 7.2K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 1.91% | $6M | 13.0K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 1.91% | $56M | 130.7K | Q1 2026OLDER |
| Monolith Management Ltd$332M AUM | 1.91% | $6M | 14.7K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.90% | $29M | 68.4K | Q1 2026OLDER |
| ANCHYRA PARTNERS LLC$330M AUM | 1.90% | $6M | 14.6K | Q1 2026OLDER |
| Bell & Brown Wealth Advisors, LLC$311M AUM | 1.89% | $6M | 14.8K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 1.89% | $9M | 21.4K | Q1 2026OLDER |
| Pine Ridge Advisers LLC$1.6B AUM | 1.89% | $31M | 71.2K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 1.85% | $5M | 11.5K | Q1 2026OLDER |
| Oliver Luxxe Assets LLC$680M AUM | 1.85% | $13M | 34.1K | Q2 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 1.85% | $3M | 6.8K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 1.84% | $2M | 5.6K | Q1 2026OLDER |
| J2 Capital Management Inc$146M AUM | 1.84% | $3M | 6.2K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 1.81% | $14M | 32.8K | Q1 2026OLDER |
| Cranbrook Wealth Management, LLC$492M AUM | 1.81% | $9M | 20.6K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 1.81% | $27M | 61.7K | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 1.80% | $2M | 5.3K | Q1 2026OLDER |
| Elevation Advisory Partners LLC$107M AUM | 1.80% | $2M | 4.0K | Q1 2026OLDER |
| COMMONS CAPITAL, LLC$120M AUM | 1.79% | $2M | 5.0K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 1.79% | $1.1B | 2.46M | Q1 2026OLDER |
| Mainstream Capital Management LLC$149M AUM | 1.79% | $3M | 6.2K | Q1 2026OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 1.78% | $4M | 8.8K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.77% | $3M | 6.4K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 1.77% | $219M | 509.5K | Q1 2026OLDER |
| CLOVERFIELDS CAPITAL GROUP, LP$309M AUM | 1.77% | $5M | 12.7K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 1.76% | $4M | 9.5K | Q1 2026OLDER |
| Carrhae Capital LLP$3.3B AUM | 1.75% | $58M | 135.8K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 1.74% | $3M | 7.0K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.74% | $4M | 13.3K | Q2 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 1.74% | $669M | 1.56M | Q1 2026OLDER |
| J.Safra Asset Management Corp$1.9B AUM | 1.74% | $32M | 74.8K | Q1 2026OLDER |
| BigSur Wealth Management LLC$356M AUM | 1.73% | $6M | 14.3K | Q1 2026OLDER |
| WHITE PINE CAPITAL LLC$355M AUM | 1.72% | $6M | 14.2K | Q1 2026OLDER |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 1.72% | $24M | 56.2K | Q1 2026OLDER |
| AUA CAPITAL MANAGEMENT, LLC$196M AUM | 1.72% | $3M | 7.8K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 1.72% | $19M | 43.2K | Q1 2026OLDER |
| Terra Nova Asset Management LLC$135M AUM | 1.72% | $2M | 5.4K | Q1 2026OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 1.72% | $5M | 11.3K | Q1 2026OLDER |
| Granite Bay Wealth Management, LLC$470M AUM | 1.71% | $8M | 18.7K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 1.71% | $5M | 10.5K | Q1 2026OLDER |
| Cruiser Capital Advisors, LLC$257M AUM | 1.71% | $4M | 10.2K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 1.70% | $4M | 9.7K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 1.70% | $3M | 6.8K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 1.69% | $23M | 52.4K | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 1.69% | $18M | 41.4K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 1.68% | $19M | 45.0K | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 1.67% | $3M | 6.5K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 1.66% | $7M | 17.7K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 1.66% | $5M | 10.8K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.66% | $5M | 11.0K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 1.66% | $4M | 8.8K | Q1 2026OLDER |
| KADENSA CAPITAL Ltd$718M AUM | 1.66% | $16M | 45.2K | Q3 2025OLDER |
| CrossGen Wealth, LLC$114M AUM | 1.64% | $2M | 4.3K | Q1 2026OLDER |
| Addison Capital Co$562M AUM | 1.64% | $9M | 21.5K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 1.64% | $10M | 23.3K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 1.63% | $184M | 427.6K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 1.63% | $3M | 6.4K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 1.63% | $16M | 36.4K | Q1 2026OLDER |
| Fortis Capital Management LLC$977M AUM | 1.62% | $16M | 36.8K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 1.61% | $4M | 9.1K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 1.61% | $4M | 11.4K | Q3 2025OLDER |
| Quantum Capital Management, LLC / NJ$781M AUM | 1.61% | $13M | 29.2K | Q1 2026OLDER |
| Concentrum Wealth Management$339M AUM | 1.61% | $5M | 12.7K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 1.61% | $2M | 5.8K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 1.59% | $6M | 13.6K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 1.59% | $6M | 14.0K | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 1.57% | $42M | 98.7K | Q1 2026OLDER |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 1.57% | $4M | 10.4K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 1.55% | $2M | 5.1K | Q2 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.54% | $6M | 13.1K | Q1 2026OLDER |
| Pullen Investment Management, LLC$199M AUM | 1.54% | $3M | 7.1K | Q1 2026OLDER |
| London & Capital Asset Management Ltd$9.2B AUM | 1.53% | $141M | 327.3K | Q1 2026OLDER |
| NEUMEIER POMA INVESTMENT COUNSEL LLC$1.2B AUM | 1.53% | $19M | 43.2K | Q1 2026OLDER |
| Vienna Asset Management LLC$129M AUM | 1.53% | $2M | 4.6K | Q1 2026OLDER |
| Left Brain Wealth Management, LLC$255M AUM | 1.53% | $4M | 9.0K | Q1 2026OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 1.52% | $2M | 5.3K | Q1 2026OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 1.52% | $194M | 488.9K | Q4 2025OLDER |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 1.52% | $12M | 28.2K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.49% | $2M | 5.1K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 1.49% | $18M | 42.8K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 1.48% | $38M | 103.8K | Q2 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 1.48% | $19M | 44.7K | Q1 2026OLDER |
| Hollow Brook Wealth Management LLC$392M AUM | 1.48% | $6M | 13.5K | Q1 2026OLDER |
| Hansen & Associates Financial Group, Inc.$186M AUM | 1.48% | $3M | 6.4K | Q1 2026OLDER |
| Pacific Point Advisors, LLC$190M AUM | 1.48% | $3M | 6.5K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 1.48% | $5M | 12.2K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 1.47% | $13M | 31.3K | Q1 2026OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 1.46% | $9M | 1.6K | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 1.46% | $1.2B | 2.87M | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 1.46% | $306M | 862.0K | Q3 2025OLDER |
| Milestones Private Investment Advisors LLC$114M AUM | 1.46% | $2M | 3.9K | Q1 2026OLDER |
| PEDDOCK CAPITAL ADVISORS, LLC$453M AUM | 1.46% | $7M | 15.4K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 1.45% | $4M | 10.4K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 1.44% | $205M | 475.7K | Q1 2026OLDER |
| LAVELLE CAPITAL LP$158M AUM | 1.44% | $2M | 5.7K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 1.43% | $9M | 22.7K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.42% | $3M | 6.0K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 1.42% | $12M | 27.5K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 1.41% | $4M | 8.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 1.41% | $13M | 34.6K | Q2 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 1.41% | $87M | 202.8K | Q1 2026OLDER |
| Clare Market Investments LLC$478M AUM | 1.41% | $7M | 15.7K | Q1 2026OLDER |
| Summerhill Capital Management lnc.$115M AUM | 1.41% | $2M | 3.8K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 1.41% | $4M | 9.2K | Q1 2026OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 1.40% | $3M | 7.4K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 1.40% | $2M | 4.3K | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 1.40% | $3M | 6.2K | Q1 2026OLDER |
| Skylands Capital, LLC$763M AUM | 1.40% | $11M | 24.7K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 1.39% | $4M | 8.8K | Q1 2026OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 1.39% | $199M | 469.9K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 1.38% | $3.2B | 7.54M | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 1.38% | $4M | 10.1K | Q1 2026OLDER |
| OAK FAMILY ADVISORS, LLC$355M AUM | 1.38% | $5M | 11.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 1.38% | $124M | 288.9K | Q1 2026OLDER |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 1.38% | $2M | 3.6K | Q1 2026OLDER |
| DCF Advisers, LLC$375M AUM | 1.38% | $5M | 12.0K | Q1 2026OLDER |
| FIDUCIARY FAMILY OFFICE, LLC$351M AUM | 1.38% | $5M | 11.2K | Q1 2026OLDER |
| Breachway Investments LLC$104M AUM | 1.37% | $1M | 3.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 1.37% | $269M | 625.3K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 1.37% | $3M | 7.0K | Q1 2026OLDER |
| Daytona Street Capital LLC$130M AUM | 1.36% | $2M | 4.0K | Q1 2026OLDER |
| Sterling Financial Planning, Inc.$337M AUM | 1.36% | $5M | 10.7K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.36% | $3M | 7.0K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 1.36% | $5M | 10.8K | Q1 2026OLDER |
| LS Investment Advisors, LLC$668M AUM | 1.36% | $9M | 21.1K | Q1 2026OLDER |
| Fortune Financial Group, Inc.$111M AUM | 1.35% | $1,376 | 2.8K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 1.35% | $2M | 5.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 1.34% | $26M | 60.4K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 1.34% | $35M | 93.7K | Q2 2026 |
| DME Capital Management, LP$3.2B AUM | 1.34% | $43M | 99.6K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 1.34% | $3M | 7.7K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 1.34% | $2M | 3.9K | Q4 2025OLDER |
| RIK SAYLOR FINANCIAL, INC.$132M AUM | 1.34% | $2M | 4.1K | Q1 2026OLDER |
| Financial Guidance Group, Inc.$249M AUM | 1.33% | $3M | 7.7K | Q1 2026OLDER |
| Aries Wealth Management$455M AUM | 1.33% | $6M | 14.1K | Q1 2026OLDER |
| WESTCO ADVISORY SERVICES INC /ADV$163M AUM | 1.33% | $2M | 5.5K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 1.32% | $6M | 13.1K | Q1 2026OLDER |
| Smart Portfolios, LLC$100M AUM | 1.32% | $1M | 3.1K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 1.32% | $2M | 5.4K | Q2 2026 |
| Cercano Management LLC$2.3B AUM | 1.31% | $34M | 96.3K | Q3 2025OLDER |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC$567M AUM | 1.31% | $7M | 17.2K | Q1 2026OLDER |
| Arcus Capital Partners, LLC$278M AUM | 1.31% | $4M | 8.4K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 1.30% | $5M | 12.7K | Q1 2026OLDER |
| Montis Financial, LLC$484M AUM | 1.30% | $6M | 14.6K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 1.30% | $4M | 10.2K | Q1 2026OLDER |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 1.30% | $17M | 39.0K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 1.29% | $3M | 6.7K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 1.29% | $115M | 268.2K | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 1.29% | $9M | 21.7K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 1.29% | $37M | 85.4K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 1.29% | $4M | 10.8K | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.