FEZSPDR INDEX SHS FDS
CUSIP 78463X202 · Yahoo Finance ↗ · Google Finance ↗
Spdr Index Shs Fds (FEZ) has 330 institutional holders in Filings Flow’s 13F database, together reporting 38.86M shares worth $2.1B as of Q1 2026. The largest reported holders are Barclays PLC, Flow Traders U.S. LLC, and Morgan Stanley.
Institutional Holders
330
Q1 2026
Reported Value
$2.1B
Ticker
FEZ
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Piedmont Capital Management, LLC$197M AUM | 12.23% | $24M | 382.4K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 10.51% | $146M | 2.35M | Q1 2026 |
| SSA SWISS ADVISORS AG$215M AUM | 3.00% | $6M | 100.1K | Q4 2025OLDER |
| Allie Family Office LLC$228M AUM | 2.99% | $7M | 110.1K | Q1 2026 |
| Arch Global Advisors, LLC$192M AUM | 2.77% | $5M | 85.4K | Q1 2026 |
| MATAURO, LLC$692M AUM | 2.55% | $18M | 284.8K | Q1 2026 |
| WASHINGTON GROWTH STRATEGIES LLC$180M AUM | 2.40% | $4M | 59.1K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 2.27% | $4M | 71.9K | Q1 2026 |
| TTP Investments, Inc.$247M AUM | 2.13% | $5M | 82.4K | Q1 2026 |
| Climber Capital SA$153M AUM | 2.13% | $3M | 62.0K | Q1 2026 |
| Del-Sette Capital Management, LLC$167M AUM | 2.04% | $3M | 54.8K | Q1 2026 |
| FOREFRONT WEALTH MANAGEMENT INC.$139M AUM | 1.93% | $3M | 41.8K | Q4 2025OLDER |
| Private Wealth Advisors, LLC$356M AUM | 1.88% | $7M | 107.5K | Q1 2026 |
| Upper Left Wealth Management, LLC$169M AUM | 1.77% | $3M | 48.3K | Q1 2026 |
| Robinhood Asset Management, LLC$1.4B AUM | 1.76% | $24M | 390.7K | Q1 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 1.73% | $10M | 164.7K | Q1 2026 |
| Karnit Road Accident Victims Compensation Fund$170M AUM | 1.60% | $3M | 43.8K | Q1 2026 |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 1.47% | $2M | 36.1K | Q1 2026 |
| Demars Financial Group, LLC$304M AUM | 1.44% | $4M | 70.5K | Q1 2026 |
| Edenbrook Capital, LLC$321M AUM | 1.28% | $6M | 100.0K | Q2 2025OLDER |
| Financial Enhancement Group LLC$839M AUM | 1.27% | $10M | 151.4K | Q1 2026 |
| Black Maple Capital Management LP$179M AUM | 1.10% | $2M | 31.8K | Q1 2026 |
| ASHFORD CAPITAL MANAGEMENT INC$809M AUM | 1.08% | $9M | 141.2K | Q1 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 1.01% | $9M | 145.6K | Q1 2026 |
| Millington Financial Advisors, LLC$237M AUM | 0.97% | $2M | 35.1K | Q1 2026 |
| Sandbox Financial Partners, LLC$356M AUM | 0.92% | $3M | 52.9K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.88% | $16M | 254.7K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.88% | $4M | 61.1K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.87% | $8M | 126.8K | Q1 2026 |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.85% | $3M | 45.3K | Q1 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.82% | $3M | 46.2K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.70% | $12M | 189.2K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.70% | $2M | 29.0K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.62% | $10M | 156.3K | Q1 2026 |
| SYKON CAPITAL LLC$300M AUM | 0.59% | $2M | 28.3K | Q1 2026 |
| Addison Capital Co$562M AUM | 0.57% | $3M | 51.5K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.57% | $9M | 151.4K | Q2 2025OLDER |
| Graypoint LLC$1.8B AUM | 0.56% | $10M | 166.0K | Q2 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.56% | $5M | 81.3K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.55% | $35M | 571.8K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 0.55% | $6M | 88.1K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.53% | $2M | 28.5K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.50% | $8M | 129.4K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.48% | $1M | 20.6K | Q4 2025OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.47% | $20M | 321.2K | Q1 2026 |
| Milestone Asset Management Group, LLC$171M AUM | 0.46% | $781,365 | 12.6K | Q1 2026 |
| Eagle Strategies LLC$837M AUM | 0.40% | $3M | 53.9K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.39% | $567,970 | 9.1K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.38% | $2M | 41.8K | Q2 2025OLDER |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.37% | $817,173 | 12.7K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.35% | $3M | 43.2K | Q1 2026 |
| KG Capital Management$139M AUM | 0.34% | $473,422 | 7.6K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.34% | $3M | 41.4K | Q1 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM | 0.34% | $4M | 70.2K | Q1 2026 |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.31% | $680,645 | 11.0K | Q1 2026 |
| Cordoba Advisory Partners LLC$362M AUM | 0.31% | $1M | 17.8K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 0.30% | $981,143 | 16.4K | Q2 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.30% | $3M | 45.5K | Q2 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.29% | $552,000 | 8.9K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.29% | $8M | 125.7K | Q1 2026 |
| ALTERNA WEALTH MANAGEMENT, INC$174M AUM | 0.28% | $338,181 | 5.4K | Q3 2025OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.27% | $643,900 | 10.0K | Q4 2025OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.27% | $16M | 250.0K | Q1 2026 |
| Directional Asset Management$109M AUM | 0.26% | $286,627 | 4.6K | Q1 2026 |
| Gradient Capital Advisors, LLC$432M AUM | 0.25% | $961,309 | 15.5K | Q1 2026 |
| Stablepoint Partners, LLC$723M AUM | 0.25% | $2M | 26.8K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.24% | $13M | 205.1K | Q1 2026 |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.24% | $202,903 | 3.4K | Q2 2025OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.23% | $531,135 | 8.2K | Q4 2025OLDER |
| Creekside Partners$243M AUM | 0.23% | $554,105 | 8.9K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.22% | $2M | 31.2K | Q4 2025OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.22% | $2M | 24.4K | Q3 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.22% | $2M | 40.5K | Q2 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.21% | $873M | 14.06M | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.21% | $6M | 101.4K | Q1 2026 |
| Circle Wealth Management, LLC$7.0B AUM | 0.20% | $14M | 229.7K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.20% | $418,056 | 6.7K | Q1 2026 |
| DeepCurrents Investment Group LLC$3.1B AUM | 0.20% | $6M | 1.0K | Q1 2026 |
| Successful Portfolios LLC$181M AUM | 0.20% | $387,171 | 5.8K | Q4 2025OLDER |
| Eddie Patel Inc$130M AUM | 0.20% | $262,031 | 4.1K | Q4 2025OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.19% | $33M | 529.2K | Q1 2026 |
| WEALTHGARDEN F.S. LLC$147M AUM | 0.19% | $227,488 | 3.9K | Q2 2025OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.18% | $255,374 | 4.1K | Q3 2025OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.18% | $500,818 | 8.1K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.18% | $1M | 20.5K | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 0.18% | $4M | 62.0K | Q1 2026 |
| VEGA INVESTMENT SOLUTIONS$418M AUM | 0.16% | $691,493 | 11.7K | Q2 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.16% | $1M | 23.5K | Q1 2026 |
| Sincerus Advisory, LLC$147M AUM | 0.16% | $207,987 | 3.4K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.16% | $2M | 40.2K | Q3 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.16% | $38M | 605.4K | Q1 2026 |
| National Wealth Management Group, LLC$269M AUM | 0.14% | $372,347 | 6.0K | Q3 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.14% | $198,656 | 3.2K | Q1 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.14% | $273,462 | 4.4K | Q1 2026 |
| MRA Advisory Group$276M AUM | 0.13% | $324,616 | 5.2K | Q1 2026 |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.13% | $267,379 | 4.3K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.13% | $4M | 57.8K | Q1 2026 |
| SFG Wealth Management, LLC.$243M AUM | 0.12% | $206,713 | 3.5K | Q2 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.12% | $416,497 | 7.0K | Q2 2025OLDER |
| TRUE Private Wealth Advisors$1.0B AUM | 0.12% | $1M | 20.3K | Q1 2026 |
| Global Endowment Management, LP$896M AUM | 0.12% | $1M | 17.2K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.12% | $1M | 20.8K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.12% | $359,952 | 5.8K | Q1 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$742M AUM | 0.12% | $856,704 | 13.8K | Q1 2026 |
| Financial Partners Group, LLC$276M AUM | 0.11% | $317,047 | 5.3K | Q2 2025OLDER |
| Claro Advisors Inc.$830M AUM | 0.11% | $944,115 | 15.2K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.11% | $66M | 1.07M | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.11% | $928,344 | 15.0K | Q1 2026 |
| Invst, LLC$886M AUM | 0.11% | $852,228 | 14.3K | Q3 2025OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.11% | $1M | 16.3K | Q1 2026 |
| WBH ADVISORY INC$1.3B AUM | 0.10% | $1M | 22.0K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.10% | $734,406 | 11.8K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.10% | $2M | 35.8K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.10% | $3M | 43.8K | Q4 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.09% | $23M | 371.4K | Q1 2026 |
| Graham Capital Management, L.P.$4.1B AUM | 0.09% | $6M | 100.0K | Q2 2025OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.09% | $408,749 | 6.6K | Q3 2025OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.07% | $205,884 | 3.3K | Q1 2026 |
| Ameliora Wealth Management Ltd.$314M AUM | 0.07% | $231,558 | 3.7K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.07% | $256,204 | 4.1K | Q1 2026 |
| BigSur Wealth Management LLC$356M AUM | 0.07% | $248,320 | 4.0K | Q1 2026 |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.07% | $10M | 170.0K | Q2 2025OLDER |
| Friedenthal Financial$217M AUM | 0.07% | $124,239 | 2.1K | Q2 2025OLDER |
| Avondale Wealth Management$203M AUM | 0.07% | $119,460 | 2.0K | Q2 2025OLDER |
| RDA Financial Network$459M AUM | 0.07% | $245,490 | 4.1K | Q2 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.07% | $2M | 28.8K | Q1 2026 |
| GRIFFIN ASSET MANAGEMENT, INC.$887M AUM | 0.07% | $579,951 | 9.3K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 0.06% | $1M | 21.9K | Q2 2025OLDER |
| 71 West Capital Partners$2.3B AUM | 0.06% | $1M | 23.3K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.06% | $2M | 27.1K | Q1 2026 |
| Edge Wealth Management LLC$594M AUM | 0.06% | $350,690 | 5.6K | Q1 2026 |
| OPAL CAPITAL LLC$565M AUM | 0.06% | $236,616 | 4.9K | Q4 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.06% | $233,359 | 3.8K | Q1 2026 |
| SEARLE & CO.$398M AUM | 0.06% | $223,488 | 3.6K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.05% | $503,469 | 8.1K | Q1 2026 |
| CHAPIN DAVIS, INC.$569M AUM | 0.05% | $235,283 | 3.8K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.05% | $2M | 26.1K | Q1 2026 |
| NFSG Corp$608M AUM | 0.05% | $298,053 | 4.8K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.05% | $318,889 | 5.1K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.04% | $3M | 41.7K | Q1 2026 |
| Bellecapital International Ltd.$554M AUM | 0.04% | $250,477 | 3.9K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 55.2K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.04% | $576,269 | 9.3K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.04% | $9M | 149.8K | Q1 2026 |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 0.04% | $293,266 | 4.7K | Q1 2026 |
| Waterfront Wealth Inc.$545M AUM | 0.04% | $222,246 | 3.6K | Q1 2026 |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.04% | $204,761 | 3.2K | Q4 2025OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.04% | $943,976 | 15.2K | Q3 2025OLDER |
| BCS Wealth Management$490M AUM | 0.04% | $380,020 | 5.9K | Q4 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.04% | $23M | 373.2K | Q1 2026 |
| IPG Investment Advisors LLC$582M AUM | 0.04% | $219,515 | 3.5K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.04% | $427,235 | 6.9K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.04% | $4M | 63.6K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.04% | $786,414 | 12.7K | Q1 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.04% | $20M | 314.7K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 22.0K | Q1 2026 |
| Hyposwiss Advisors SA$101M AUM | 0.04% | $36,627 | 590 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $513,462 | 8.1K | Q1 2026 |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.03% | $235,904 | 3.8K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.03% | $19M | 300.0K | Q1 2026 |
| BOCHK Asset Management Ltd$483M AUM | 0.03% | $128,780 | 2.0K | Q4 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.03% | $2M | 49.7K | Q2 2025OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.03% | $342,682 | 5.5K | Q1 2026 |
| Twin Tree Management, LP$4.7B AUM | 0.03% | $2M | 25.8K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.03% | $4M | 62.1K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $1M | 16.8K | Q1 2026 |
| Allianz Asset Management GmbH$95.4B AUM | 0.03% | $31M | 500.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 271.1K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $369,198 | 6.2K | Q2 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 17.0K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $588,218 | 9.8K | Q2 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.03% | $80,756 | 1.3K | Q3 2025OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.03% | $85,670 | 1.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 75.6K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 31.0K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $265,269 | 4.3K | Q1 2026 |
| CFM WEALTH PARTNERS LLC$667M AUM | 0.03% | $200,382 | 3.1K | Q4 2025OLDER |
| SIG BROKERAGE, LP$3.8B AUM | 0.03% | $1M | 17.5K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.03% | $121,696 | 2.0K | Q1 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.03% | $9M | 150.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $718,152 | 11.6K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.03% | $14M | 232.3K | Q1 2026 |
| FULTON BANK, N.A.$3.3B AUM | 0.02% | $688,156 | 11.1K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.02% | $4M | 60.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $442,382 | 7.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.02% | $209M | 3.37M | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.02% | $361,740 | 5.8K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $2M | 37.3K | Q3 2025OLDER |
| Bensler, LLC$969M AUM | 0.02% | $224,645 | 3.6K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.02% | $191,674 | 3.2K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $152M | 2.44M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 253.8K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.02% | $826,703 | 12.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 74.0K | Q1 2026 |
| Copia Wealth Management$146M AUM | 0.02% | $30,605 | 493 | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.02% | $6M | 96.7K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $48,918 | 788 | Q1 2026 |
| Founders Capital Management$205M AUM | 0.02% | $41,283 | 665 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.02% | $124M | 2.00M | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.02% | $452,913 | 7.3K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 42.0K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.02% | $857,224 | 13.3K | Q4 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.02% | $114,724 | 1.8K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.02% | $19,000 | 300 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $100M | 1.61M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $71M | 1.14M | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $332,290 | 5.2K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.02% | $11M | 176.8K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $673,506 | 10.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 76.2K | Q1 2026 |
| Bank of New Hampshire$437M AUM | 0.02% | $76,420 | 1.2K | Q1 2026 |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.02% | $246,728 | 4.0K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $735,835 | 11.9K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $273,200 | 4.4K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $252,328 | 4.1K | Q3 2025OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $202,830 | 3.1K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $37M | 598.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.02% | $11M | 179.9K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $1M | 22.1K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $210M | 3.39M | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.02% | $9M | 147.9K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.01% | $1M | 19.6K | Q1 2026 |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $267,903 | 4.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 82.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $133,743 | 2.2K | Q3 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $229,944 | 3.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.01% | $121M | 1.94M | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $831,872 | 13.4K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $12M | 200.2K | Q2 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.01% | $45,395 | 705 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $220M | 3.41M | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $4M | 58.0K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $99M | 1.59M | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $461,875 | 7.4K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $24,832 | 400 | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $1M | 21.3K | Q2 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $271,600 | 4.4K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.01% | $1M | 23.9K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $431,518 | 7.0K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $280,725 | 4.5K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $234,440 | 3.9K | Q2 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $35M | 549.7K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $991,959 | 16.0K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.01% | $39,454 | 613 | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $308,183 | 5.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 117.7K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.01% | $399,112 | 6.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $112,924 | 1.8K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $580,927 | 9.0K | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $418,775 | 7.0K | Q2 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $209,912 | 3.3K | Q4 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.01% | $15,706 | 253 | Q1 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.01% | $278,292 | 4.5K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $18M | 111.9K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 25.6K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $28,856 | 448 | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $338,584 | 5.5K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $19,472 | 302 | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $609,541 | 9.8K | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $26,236 | 422 | Q1 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.01% | $14,775 | 238 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.01% | $368,445 | 5.9K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $330,514 | 5.3K | Q1 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $264,631 | 4.3K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $571,996 | 9.2K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $222,280 | 3.6K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 0.01% | $19,712 | 317 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 188.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $153,945 | 4.9K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.01% | $2M | 26.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 105.4K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $259,685 | 3.9K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $331,770 | 5.2K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $566,045 | 9.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $38M | 611.0K | Q1 2026 |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.01% | $2M | 40.1K | Q2 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.01% | $19M | 311.6K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 24.4K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.01% | $635,115 | 10.2K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 20.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 98.0K | Q1 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.01% | $5M | 80.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 17.9K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.01% | $7,636 | 123 | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $345,227 | 5.6K | Q1 2026 |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $276,901 | 4.3K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 59.1K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.01% | $296,661 | 4.7K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.01% | $8M | 136.2K | Q3 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $308,041 | 5.0K | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.01% | $1M | 20.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $248,666 | 4.0K | Q1 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $10,923 | 175 | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $232,981 | 3.9K | Q3 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.01% | $902,705 | 14.5K | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $333,089 | 5.2K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 293.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 16.9K | Q2 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $135,706 | 2.3K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $425,359 | 6.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $702,721 | 11.3K | Q1 2026 |
| Credential Securities Inc.$440M AUM | 0.01% | $22,775 | 625 | Q2 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $15,929 | 267 | Q2 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $899,010 | 14.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $364,959 | 5.7K | Q4 2025OLDER |
| NATIXIS$28.0B AUM | 0.00% | $1M | 21.3K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $866,582 | 14.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $932,938 | 15.0K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 56.7K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $567,535 | 9.1K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $2M | 38.5K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $25,586 | 412 | Q1 2026 |
| Evercore Wealth Management, LLC$6.4B AUM | 0.00% | $301,530 | 4.9K | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $595,157 | 9.2K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $67M | 1.13M | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $290,534 | 4.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 67.3K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10M | 164.2K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $374,042 | 6.3K | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $322,699 | 5.2K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $1M | 18.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $700,574 | 11.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 205.1K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $28,122 | 453 | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $310,400 | 5.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $6M | 95.9K | Q3 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $338,332 | 5.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $297,600 | 4.8K | Q1 2026 |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $14,713 | 237 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $115,220 | 1.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 24.6K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $173,700 | 2.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $13M | 213.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 33.0K | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $190,370 | 3.20M | Q2 2025OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $2M | 38.1K | Q2 2025OLDER |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $405,879 | 6.7K | Q1 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $4M | 56.1K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $2M | 37.7K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $104,766 | 1.8K | Q2 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $672,360 | 10.4K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 37.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 30.8K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $249,934 | 4.0K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $71,827 | 1.2K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $61,782 | 1.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $520,505 | 8.4K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $339,885 | 5.5K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $130,198 | 2.0K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $43,456 | 700 | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 16.6K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $4M | 67.0K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.00% | $18,624 | 300 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $9,622 | 155 | Q1 2026 |
| JDM Financial Group LLC$259M AUM | 0.00% | $4,121 | 69 | Q2 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,628 | 44 | Q2 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $26,136 | 421 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $625,384 | 9.9K | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $4,097 | 66 | Q1 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $253,969 | 4.1K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $6,022 | 97 | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $270,668 | 4.2K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $317,788 | 5.1K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $992,100 | 16.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 32.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $205,681 | 3.4K | Q2 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $15,683 | 253 | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $3M | 53.5K | Q1 2026 |
| CREDIT AGRICOLE S A$38.1B AUM | 0.00% | $511,601 | 8.2K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $207,658 | 3.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $609,005 | 9.8K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $125,774 | 2.0K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $20,176 | 325 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 17.4K | Q1 2026 |
| Morse Asset Management, Inc$481M AUM | 0.00% | $4,656 | 75 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $2,918 | 47 | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $10,057 | 162 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 33.1K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $13,045 | 210 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $54,473 | 877 | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $3,725 | 60 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $19,317 | 300 | Q4 2025OLDER |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.00% | $1,242 | 20 | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $215,009 | 3.3K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $26,508 | 427 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $734,497 | 11.4K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $78,319 | 1.2K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1M | 20.9K | Q2 2025OLDER |
| Semmax Financial Advisors Inc.$388M AUM | 0.00% | $2,621 | 44 | Q2 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $14,465 | 233 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $13,364 | 212 | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $363,039 | 6.1K | Q2 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $261,020 | 4.4K | Q2 2025OLDER |
| Keystone Global Partners, LLC$265M AUM | 0.00% | $1,075 | 18 | Q2 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $4,421 | 74 | Q2 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $450,730 | 7.0K | Q4 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $2,499 | 42 | Q2 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $312,635 | 5.0K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $10,554 | 170 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $121,491 | 2.0K | Q1 2026 |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1M | 22.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $405,168 | 6.5K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 22.6K | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 20.9K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $339,565 | 5.7K | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $322,691 | 5.2K | Q1 2026 |
| Amundi$367.1B AUM | 0.00% | $1M | 18.5K | Q3 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $21,728 | 350 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $549,595 | 8.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $121,366 | 2.0K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $1,606 | 26 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $44,263 | 713 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $7,139 | 115 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $683 | 11 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $39,800 | 641 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,987 | 32 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,821 | 142 | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,117 | 18 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $1,561 | 25 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $46,250 | 745 | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $902 | 14 | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $3M | 43.4K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,987 | 32 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $7,201 | 116 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $13,901 | 224 | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $17,507 | 282 | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $3,290 | 53 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 17.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $26,446 | 426 | Q1 2026 |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $807 | 13 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $517 | 8 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,676 | 27 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $3,417 | 55 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $18,029 | 280 | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $1,066 | 17 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $82,566 | 1.3K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $869 | 14 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $179 | 3 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7,636 | 123 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $16,762 | 270 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $39,302 | 658 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.