SEC 13F Intelligence

VANECK ETF TRUST

CUSIP 92189F106

Vaneck Etf Trust has 1,164 institutional holders in Filings Flow’s 13F database, together reporting 163.40M shares worth $14.7B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Bank Of Montreal /Can/, and Jane Street Group, LLC.

Institutional Holders
1,164
Q1 2026
Reported Value
$14.7B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 363Q4 ’18Q1 ’19: 387Q2 ’19: 393Q2 ’19Q3 ’19: 430Q2 ’21: 637Q2 ’21Q4 ’21: 637Q4 ’22: 654Q4 ’22Q4 ’25: 1,113Q1 ’26: 1,164Q1 ’26Q2 ’26: 97filingsflow.com
Total reported value
Q4 ’18: $184.0BQ4 ’18Q1 ’19: $16.0BQ2 ’19: $35.0BQ2 ’19Q3 ’19: $106.5BQ2 ’21: $101.9BQ2 ’21Q4 ’21: $45.2BQ4 ’22: $4.4BQ4 ’22Q4 ’25: $12.8BQ1 ’26: $14.7BQ1 ’26Q2 ’26: $455Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RIT CAPITAL PARTNERS PLC$374M AUM23.59%$88M962.0KQ1 2026OLDER
Forest Hill Capital, LLC$152M AUM16.72%$25M277.5KQ1 2026OLDER
Crocodile Capital Partners GmbH$147M AUM10.25%$17M200.0KQ4 2025OLDER
Vanderbilt University$526M AUM10.12%$53M580.4KQ1 2026OLDER
Panview Capital Ltd$467M AUM9.39%$44M478.1KQ1 2026OLDER
Madrid Financial Services$169M AUM8.13%$14M150.1KQ1 2026OLDER
Fore Capital, LLC$162M AUM7.95%$13M140.0KQ1 2026OLDER
WS MANAGEMENT LLLP$1.1B AUM7.22%$82M891.4KQ1 2026OLDER
III Capital Management$344M AUM7.21%$25M270.6KQ1 2026OLDER
Grand Central Investment Group$135M AUM7.20%$10M106.1KQ1 2026OLDER
Piedmont Capital Management, LLC$197M AUM7.09%$14M148.0KQ1 2026OLDER
NORTHEAST PLANNING ASSOCIATES, INC. / NH /$149M AUM6.78%$10M110.1KQ1 2026OLDER
AVALON CAPITAL MANAGEMENT$354M AUM6.53%$23M251.9KQ1 2026OLDER
New Harbor Financial Group, LLC$567M AUM6.49%$37M401.4KQ1 2026OLDER
ARP Global Capital Ltd$170M AUM6.47%$11M120.0KQ1 2026OLDER
Ion Asset Management Ltd.$911M AUM6.08%$55M724.7KQ3 2025OLDER
Marks Wealth, LLC$380M AUM5.59%$18M237.0KQ3 2025OLDER
Drum Hill Capital, LLC$109M AUM5.46%$6M64.7KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM5.39%$223M2.43MQ1 2026OLDER
KEYSTONE INVESTORS PTE LTD$1.1B AUM5.16%$57M669.8KQ4 2025OLDER
SAVA PENZISKO DRUSHTVO A.D. SKOPJE$327M AUM4.99%$16M178.2KQ1 2026OLDER
Lombard Odier Asset Management (USA) Corp$957M AUM4.92%$53M617.5KQ4 2025OLDER
Tandem Financial, LLC$314M AUM4.89%$15M167.5KQ1 2026OLDER
Situational Awareness LP$13.7B AUM4.73%$196M600.0KQ3 2025OLDER
LSP Investment Advisors, LLC$138M AUM4.70%$6M70.5KQ1 2026OLDER
Dauntless Investment Group, LLC$151M AUM4.58%$6M67.2KQ4 2025OLDER
CULTIVAR CAPITAL, INC.$155M AUM4.52%$7M93.0KQ2 2026
BFI Infinity Ltd.$178M AUM4.48%$7M83.9KQ4 2025OLDER
Fielder Capital Group LLC$459M AUM4.42%$20M220.9KQ1 2026OLDER
Point Nemo Capital, LLC$152M AUM4.34%$7M71.7KQ1 2026OLDER
Evelyn Partners Asset Management Ltd$406M AUM4.20%$17M185.6KQ1 2026OLDER
Pinnacle Wealth Management Group, Inc.$204M AUM3.84%$8M85.3KQ1 2026OLDER
Kercheville Advisors, LLC$313M AUM3.81%$12M129.8KQ1 2026OLDER
Richmond Investment Services, LLC$619M AUM3.78%$23M255.1KQ1 2026OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM3.78%$17M187.6KQ1 2026OLDER
Barry Investment Advisors, LLC$478M AUM3.73%$18M236.3KQ2 2026
Arlington Capital Management, Inc.$177M AUM3.69%$6M70.0KQ4 2025OLDER
Chicago Wealth Management, Inc.$251M AUM3.67%$9M100.3KQ1 2026OLDER
RHODES INVESTMENT ADVISORS INC /ADV$116M AUM3.65%$4M46.1KQ1 2026OLDER
Guild Investment Management, Inc.$140M AUM3.59%$5M54.7KQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM3.40%$26M303.9KQ4 2025OLDER
Comprehensive Wealth Management, LLC$198M AUM3.28%$6M70.6KQ1 2026OLDER
MOON CAPITAL MANAGEMENT LP$166M AUM3.28%$5M59.1KQ1 2026OLDER
Mader & Shannon Wealth Management, Inc.$214M AUM3.15%$7M89.2KQ2 2026
DV EQUITIES, LLC$558M AUM3.04%$17M197.3KQ4 2025OLDER
RAHLFS CAPITAL, LLC$136M AUM2.98%$4M44.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM2.89%$700M7.63MQ1 2026OLDER
IronBridge Private Wealth, LLC$310M AUM2.87%$9M97.0KQ1 2026OLDER
VMS Asset Management Limited$164M AUM2.84%$7M86.0KQ4 2025OLDER
Capstone Wealth Management Group LLC$163M AUM2.77%$5M49.1KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM2.73%$137M1.35MQ1 2026OLDER
Volterra Technologies LP$823M AUM2.70%$22M242.2KQ1 2026OLDER
First Washington CORP$353M AUM2.66%$9M102.3KQ1 2026OLDER
Atika Capital Management LLC$796M AUM2.65%$21M81.5KQ1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM2.63%$3M32.8KQ1 2026OLDER
SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM2.55%$5M52.9KQ1 2026OLDER
Whitcomb & Hess, Inc.$463M AUM2.54%$12M155.9KQ2 2026
BlueCrest Capital Management Ltd$1.7B AUM2.50%$42M461.2KQ1 2026OLDER
SHUFRO ROSE & CO LLC$1.5B AUM2.48%$36M397.2KQ1 2026OLDER
ION Fund Management Ltd$707M AUM2.45%$21M244.6KQ4 2025OLDER
Inlight Wealth Management, LLC$270M AUM2.44%$7M77.5KQ4 2025OLDER
Hedges Asset Management LLC$142M AUM2.41%$3M39.9KQ4 2025OLDER
Sterling Investment Advisors, Ltd.$552M AUM2.27%$13M136.3KQ1 2026OLDER
Valiant Capital Management, L.P.$1.7B AUM2.24%$39M425.2KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM2.24%$551M6.00MQ1 2026OLDER
Hiddenite Capital Partners LP$381M AUM2.22%$17M200.0KQ4 2025OLDER
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM2.20%$29M310.7KQ1 2026OLDER
Fosun International Ltd$399M AUM2.18%$9M94.6KQ1 2026OLDER
Anson Capital, Inc.$146M AUM2.17%$3M34.5KQ1 2026OLDER
Capital Wealth Alliance, LLC$221M AUM2.16%$5M52.5KQ1 2026OLDER
ABBINGTON INVESTMENT GROUP$172M AUM2.10%$4M39.3KQ1 2026OLDER
Clearwater Capital Advisors, LLC$1.2B AUM2.09%$26M281.8KQ1 2026OLDER
Nokomis Capital, L.L.C.$349M AUM2.03%$7M77.0KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM2.02%$2M27.1KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM1.99%$56M613.1KQ1 2026OLDER
Gemsstock Ltd.$949M AUM1.97%$19M204.1KQ1 2026OLDER
Valence8 US LP$286M AUM1.96%$6M61.2KQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM1.96%$83M904.0KQ1 2026OLDER
Nan Shan Life Insurance Co., Ltd.$2.8B AUM1.95%$54M586.4KQ1 2026OLDER
Fortress Wealth Management, Inc.$225M AUM1.94%$4M57.2KQ3 2025OLDER
Versant Capital Management, Inc$1.1B AUM1.91%$21M281.7KQ2 2026
Dynamic Wealth Strategies, LLC$173M AUM1.83%$3M34.5KQ1 2026OLDER
Fortis Advisors, LLC$200M AUM1.75%$4M38.1KQ1 2026OLDER
Elliott Investment Management L.P.$20.1B AUM1.67%$335M3.65MQ1 2026OLDER
GLOBALT Investments LLC / GA$2.8B AUM1.61%$45M491.2KQ1 2026OLDER
GeoSphere Capital Management, LLC$229M AUM1.60%$4M40.0KQ1 2026OLDER
LFA - Lugano Financial Advisors SA$197M AUM1.60%$3M34.2KQ1 2026OLDER
Camarda Financial Advisors, LLC$190M AUM1.58%$3M32.8KQ1 2026OLDER
Polymer Capital Management (US) LLC$988M AUM1.58%$16M170.0KQ1 2026OLDER
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM1.56%$3M32.0KQ2 2026
BRIDGER MANAGEMENT, LLC$128M AUM1.56%$3M37.8KQ3 2025OLDER
DCF Advisers, LLC$375M AUM1.53%$6M62.5KQ1 2026OLDER
RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM1.52%$15M160.2KQ1 2026OLDER
Payne Capital LLC$109M AUM1.51%$1M19.5KQ3 2025OLDER
Koa Wealth Management, LLC$138M AUM1.50%$2M22.6KQ1 2026OLDER
MOULTON WEALTH MANAGEMENT, INC$152M AUM1.48%$2M29.6KQ2 2026
Pekin Hardy Strauss, Inc.$957M AUM1.48%$14M153.9KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM1.47%$18M231.6KQ3 2025OLDER
Cassady Wealth & Retirement Planning, LLC$193M AUM1.45%$3M31.6KQ1 2026OLDER
Strategic Financial Concepts, LLC$405M AUM1.44%$6M64.1KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM1.44%$3M37.2KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM1.42%$3M23.7KQ4 2025OLDER
MARCO INVESTMENT MANAGEMENT LLC$1.3B AUM1.42%$19M204.7KQ1 2026OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM1.40%$2M27.3KQ4 2025OLDER
NCM Capital Management, LLC$279M AUM1.38%$4M42.1KQ1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM1.37%$4M49.2KQ3 2025OLDER
SANDERS MORRIS HARRIS LLC$172M AUM1.34%$867,2559.5KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM1.32%$627M6.83MQ1 2026OLDER
Kurv Investment Management LLC$173M AUM1.31%$2M26.3KQ1 2026OLDER
Westover Capital Advisors, LLC$543M AUM1.28%$7M75.8KQ1 2026OLDER
Trademark Financial Management, LLC$204M AUM1.26%$3M28.1KQ1 2026OLDER
Uniting Wealth Partners, LLC$470M AUM1.26%$6M64.3KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM1.25%$10M110.2KQ1 2026OLDER
P SCHOENFELD ASSET MANAGEMENT LP$184M AUM1.25%$2M25.0KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM1.22%$111M1.21MQ1 2026OLDER
BEACON ADVISORS HOLDINGS, LLC$187M AUM1.22%$2M24.8KQ1 2026OLDER
CLG LLC$403M AUM1.20%$5M52.6KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM1.19%$250M3.28MQ3 2025OLDER
Lane Generational LLC$126M AUM1.18%$1M16.2KQ1 2026OLDER
Echo45 Advisors LLC$178M AUM1.16%$2M22.5KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM1.15%$4M41.3KQ1 2026OLDER
Constant Guidance Financial LLC$145M AUM1.14%$1M18.8KQ3 2025OLDER
Twin Tree Management, LP$4.7B AUM1.14%$54M588.1KQ1 2026OLDER
FORTE ASSET MANAGEMENT LLC$228M AUM1.14%$3M28.2KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM1.10%$7M71.9KQ1 2026OLDER
LONESTAR CAPITAL MANAGEMENT LLC$671M AUM1.09%$7M80.0KQ1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM1.08%$125M1.36MQ1 2026OLDER
CASTLE WEALTH MANAGEMENT LLC$309M AUM1.06%$3M35.7KQ1 2026OLDER
Benchmark Investment Advisors LLC$172M AUM1.06%$2M19.9KQ1 2026OLDER
Blume Capital Management, Inc.$588M AUM1.02%$6M65.6KQ1 2026OLDER
RIA Advisory Group LLC$421M AUM1.02%$4M46.9KQ1 2026OLDER
Beirne Wealth Consulting Services, LLC$503M AUM1.01%$5M67.1KQ2 2026
PCG Wealth Advisors, LLC$395M AUM1.01%$4M43.3KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM1.00%$5M54.3KQ1 2026OLDER
Independent Family Office, LLC$243M AUM1.00%$2M26.5KQ1 2026OLDER
SFG Wealth Management, LLC.$243M AUM0.99%$2M26.2KQ1 2026OLDER
Southeast Asset Advisors, LLC$913M AUM0.98%$10M120.3KQ4 2025OLDER
Abbot Financial Management, Inc.$239M AUM0.98%$2M25.4KQ1 2026OLDER
Argyle Capital Partners, LLC$139M AUM0.97%$1M14.8KQ1 2026OLDER
WT Asset Management Ltd$4.8B AUM0.97%$47M506.8KQ1 2026OLDER
SYON CAPITAL LLC$2.0B AUM0.97%$19M211.1KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM0.97%$7M73.6KQ1 2026OLDER
Williams & Novak, LLC$151M AUM0.95%$1M19.1KQ2 2026
SMITH, MOORE & CO.$1.4B AUM0.94%$13M141.5KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.94%$426M4.64MQ1 2026OLDER
BigSur Wealth Management LLC$356M AUM0.91%$3M35.4KQ1 2026OLDER
ALTFEST L J & CO INC$935M AUM0.91%$9M92.7KQ1 2026OLDER
Rockport Wealth LLC$549M AUM0.90%$5M53.8KQ1 2026OLDER
Realta Investment Advisors$288M AUM0.88%$3M27.7KQ1 2026OLDER
Fullerton Fund Management Co Ltd.$1.2B AUM0.87%$11M119.0KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.87%$2M24.3KQ1 2026OLDER
Carl P. Sherr & Co., LLC$213M AUM0.86%$2M20.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.86%$2.3B25.21MQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.86%$9M113.8KQ2 2026
Verger Capital Management LLC$339M AUM0.85%$3M31.6KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.85%$7M78.9KQ1 2026OLDER
IAM Advisory, LLC$446M AUM0.85%$4M41.4KQ1 2026OLDER
Morton Capital Management LLC/CA$672M AUM0.85%$6M62.0KQ1 2026OLDER
E&G Advisors, LP$449M AUM0.84%$4M41.3KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.83%$6M60.0KQ1 2026OLDER
NVWM, LLC$449M AUM0.83%$4M40.5KQ1 2026OLDER
Asset One Wealth Management LLC$904M AUM0.82%$7M80.0KQ1 2026OLDER
Apriem Advisors$1.0B AUM0.81%$8M92.5KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM0.79%$5M52.6KQ1 2026OLDER
Maltin Wealth Management, Inc.$262M AUM0.78%$2M22.4KQ1 2026OLDER
4WEALTH ADVISORS, INC.$130M AUM0.77%$1M13.3KQ2 2026
SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM0.77%$23M254.3KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.76%$5M58.8KQ1 2026OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.76%$103M1.12MQ1 2026OLDER
SANDLER CAPITAL MANAGEMENT$193M AUM0.76%$3M33.7KQ3 2025OLDER
Aries Wealth Management$455M AUM0.75%$3M37.4KQ1 2026OLDER
NWAM LLC$1.7B AUM0.74%$13M140.4KQ1 2026OLDER
SMART Wealth LLC$341M AUM0.74%$3M27.4KQ1 2026OLDER
JUNCTURE WEALTH STRATEGIES, LLC$384M AUM0.74%$3M37.5KQ2 2026
Financial Advocates Investment Management$178M AUM0.72%$1M16.7KQ3 2025OLDER
Black Maple Capital Management LP$179M AUM0.72%$1M14.0KQ1 2026OLDER
Hollow Brook Wealth Management LLC$392M AUM0.71%$3M30.5KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM0.71%$934,49010.2KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.71%$7M73.1KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.70%$2M18.9KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.70%$2M23.9KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.70%$270M2.90MQ1 2026OLDER
Anson Funds Management LP$2.3B AUM0.69%$8M100.0KQ3 2025OLDER
MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM0.67%$18M200.2KQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.65%$1M11.4KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.64%$43M473.0KQ1 2026OLDER
Montis Financial, LLC$484M AUM0.64%$3M33.8KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM0.64%$3M30.0KQ1 2026OLDER
Cardinal Point Capital Management ULC$1.8B AUM0.64%$11M148.6KQ2 2026
Centurion Wealth Management LLC$418M AUM0.63%$3M35.0KQ2 2026
MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM0.63%$1M15.7KQ1 2026OLDER
Vanguard Capital Wealth Advisors$108M AUM0.63%$677,2637.4KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.62%$1M16.1KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.62%$4M43.6KQ1 2026OLDER
Parker Investment Management, LLC$659M AUM0.62%$4M50.8KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.62%$476M5.19MQ1 2026OLDER
RiverGlades Family Offices LLC$170M AUM0.61%$1M11.3KQ1 2026OLDER
Sourcerock Group LLC$2.5B AUM0.61%$15M165.0KQ1 2026OLDER
Connective Capital Management, LLC$121M AUM0.61%$738,1068.0KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.61%$13M144.7KQ1 2026OLDER
Private Wealth Advisors, LLC$356M AUM0.60%$2M23.4KQ1 2026OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.60%$758,0218.3KQ1 2026OLDER
MKP Capital Management, L.L.C.$3.0B AUM0.59%$18M197.0KQ1 2026OLDER
Global View Capital Management LLC$377M AUM0.59%$2M24.3KQ1 2026OLDER
London & Capital Asset Management Ltd$9.2B AUM0.59%$54M590.4KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.58%$10M113.3KQ1 2026OLDER
Glenorchy Capital Ltd$1.7B AUM0.57%$10M107.4KQ1 2026OLDER
BECK CAPITAL MANAGEMENT, LLC$437M AUM0.57%$2M27.1KQ1 2026OLDER
Waycross Investment Management Co$105M AUM0.57%$593,4776.5KQ1 2026OLDER
WT Wealth Management$336M AUM0.57%$2M20.8KQ1 2026OLDER
BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM0.56%$36M395.8KQ1 2026OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.56%$80M872.2KQ1 2026OLDER
Independent Wealth Advisors LLC$102M AUM0.56%$573,4316.2KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM0.56%$8M87.5KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.56%$6M70.1KQ1 2026OLDER
PINNBROOK CAPITAL MANAGEMENT LP$384M AUM0.55%$5M65.1KQ3 2025OLDER
Cutler Capital Management, LLC$370M AUM0.55%$2M22.1KQ1 2026OLDER
OMERS ADMINISTRATION Corp$15.6B AUM0.55%$85M925.2KQ1 2026OLDER
CURA WEALTH ADVISORS, LLC$223M AUM0.54%$1M13.2KQ1 2026OLDER
Clientfirst Wealth Management, LLC$118M AUM0.54%$642,3907.0KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.53%$22M244.8KQ1 2026OLDER
Coordinated Financial Services, Inc.$174M AUM0.53%$921,82710.0KQ1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.53%$5M57.3KQ1 2026OLDER
Oppenheimer & Close, LLC$159M AUM0.53%$836,3929.1KQ1 2026OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.52%$4M39.6KQ1 2026OLDER
JBGlobal.com LLC$114M AUM0.52%$595,5237.9KQ2 2026
Evelyn Partners Investment Management Services Ltd$850M AUM0.51%$4M47.5KQ1 2026OLDER
Global Endowment Management, LP$896M AUM0.51%$5M50.0KQ1 2026OLDER
Great Diamond Partners, LLC$582M AUM0.51%$3M30.8KQ4 2025OLDER
Broussard Financial Group LLC$125M AUM0.50%$629,5426.9KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.50%$2M20.6KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.50%$7M77.5KQ4 2025OLDER
Seelaus Asset Management LLC$142M AUM0.49%$704,6289.3KQ2 2026
Centiva Capital, LP$13.6B AUM0.49%$61M708.5KQ4 2025OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.49%$9M95.6KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.48%$972,48710.6KQ1 2026OLDER
SIH Partners, LLLP$7.6B AUM0.48%$36M397.5KQ1 2026OLDER
Cushing Capital Partners, LLC$130M AUM0.48%$624,0926.8KQ1 2026OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.47%$105M1.14MQ1 2026OLDER
Lexington Hill Partners, LLC$206M AUM0.47%$977,07812.9KQ2 2026
BARD ASSOCIATES INC$398M AUM0.47%$2M20.4KQ1 2026OLDER
Cornerstone Planning, LLC$443M AUM0.47%$2M22.6KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.47%$891,79311.8KQ2 2026
Three Cord True Wealth Management, LLC$180M AUM0.47%$838,7789.1KQ1 2026OLDER
GARRISON POINT ADVISORS, LLC$219M AUM0.46%$1M11.1KQ1 2026OLDER
North Forty Two & Co.$108M AUM0.46%$500,1475.5KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.46%$3M31.3KQ1 2026OLDER
KEATING INVESTMENT COUNSELORS INC$404M AUM0.45%$2M19.7KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.45%$5M57.4KQ1 2026OLDER
Sunbeam Capital Management, LLC$175M AUM0.45%$780,0458.5KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.44%$5M53.4KQ1 2026OLDER
IFC Advisors LLC$699M AUM0.43%$3M34.6KQ4 2025OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.43%$247M2.69MQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.43%$12M132.1KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.42%$252M2.75MQ1 2026OLDER
Carnegie Lake Advisors LLC$252M AUM0.42%$1M11.5KQ1 2026OLDER
Custos Family Office, LLC$147M AUM0.42%$614,1097.2KQ4 2025OLDER
Tradewinds, LLC.$310M AUM0.42%$2M20.5KQ4 2025OLDER
DLD Asset Management, LP$1.1B AUM0.41%$6M75.0KQ3 2025OLDER
TrustWell Financial Advisors, LLC$106M AUM0.41%$439,6704.8KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.41%$3M35.9KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.41%$16M177.3KQ1 2026OLDER
MFA Wealth Services$151M AUM0.40%$611,2676.7KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.40%$3.6B39.29MQ1 2026OLDER
Quarry LP$558M AUM0.40%$2M24.5KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.40%$46M496.9KQ1 2026OLDER
Kiker Wealth Management, LLC$209M AUM0.40%$843,4409.2KQ1 2026OLDER
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM0.40%$84M919.3KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.40%$25M268.4KQ1 2026OLDER
Hartree Partners, LP$467M AUM0.40%$2M15.3KQ1 2026OLDER
Copia Wealth Management$146M AUM0.39%$570,0756.2KQ1 2026OLDER
Seneca Financial Advisors LLC$341M AUM0.38%$1M14.2KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.38%$7M77.5KQ1 2026OLDER
Autumn Glory Partners, LLC$272M AUM0.38%$1M11.3KQ1 2026OLDER
Trivium Point Advisory, LLC$553M AUM0.38%$2M22.8KQ1 2026OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.37%$2M18.2KQ1 2026OLDER
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$62.4B AUM0.37%$219M2.55MQ4 2025OLDER
Allred Capital Management, LLC$275M AUM0.37%$1M11.1KQ1 2026OLDER
NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM0.37%$960,96912.7KQ2 2026
CWC Advisors, LLC.$210M AUM0.37%$771,9698.4KQ1 2026OLDER
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.37%$571,91215.6KQ1 2026OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.37%$5M52.7KQ1 2026OLDER
Strait & Sound Wealth Management LLC$269M AUM0.36%$970,83510.6KQ1 2026OLDER
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM0.36%$2M25.9KQ1 2026OLDER
Financial Enhancement Group LLC$839M AUM0.36%$3M28.6KQ1 2026OLDER
Rock Point Advisors, LLC$370M AUM0.36%$1M14.3KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.35%$566,8646.2KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.35%$51M554.4KQ1 2026OLDER
OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM0.34%$13M138.8KQ1 2026OLDER
Professional Financial Advisors, LLC$578M AUM0.34%$2M26.1KQ2 2026
ASSOCIATED BANC-CORP$3.8B AUM0.34%$13M140.1KQ1 2026OLDER
Lumbard & Kellner, LLC$289M AUM0.34%$980,47110.7KQ1 2026OLDER
VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM0.34%$732,3078.0KQ1 2026OLDER
Taylor & Morgan Wealth Management, LLC$175M AUM0.34%$589,5306.4KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.34%$819,1398.9KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.34%$337M3.67MQ1 2026OLDER
Worth Asset Management, LLC$313M AUM0.33%$897,0519.8KQ1 2026OLDER
MSH Capital Advisors LLC$472M AUM0.33%$2M17.0KQ1 2026OLDER
Corecam Pte. Ltd.$231M AUM0.33%$756,1858.2KQ1 2026OLDER
Mezzasalma Advisors, LLC$391M AUM0.32%$1M13.8KQ1 2026OLDER
Game Creek Capital, LP$301M AUM0.32%$975,05610.6KQ1 2026OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM0.32%$2M23.6KQ1 2026OLDER
PW Nova Financial Services LLC$399M AUM0.32%$1M14.0KQ1 2026OLDER
ICICI Prudential Asset Management Co Ltd$833M AUM0.32%$3M29.1KQ1 2026OLDER
AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM0.31%$645,5107.0KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.31%$5M52.0KQ1 2026OLDER
Balefire, LLC$613M AUM0.31%$2M25.3KQ2 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.31%$6M65.6KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.31%$12M159.1KQ2 2026
Keebeck Wealth Management$889M AUM0.31%$3M30.0KQ1 2026OLDER
Helium Advisors LLC$105M AUM0.31%$323,4013.5KQ1 2026OLDER
MERIDIAN INVESTMENT COUNSEL INC.$420M AUM0.30%$1M13.9KQ1 2026OLDER
Crusonia Wealth Advisors LLC$485M AUM0.30%$1M15.9KQ1 2026OLDER
Intesa Sanpaolo Wealth Management$410M AUM0.30%$1M13.4KQ1 2026OLDER
Principia Wealth Advisory, LLC$160M AUM0.30%$479,3245.6KQ4 2025OLDER
CMG Global Holdings, LLC$210M AUM0.30%$626,3306.8KQ1 2026OLDER
HARMONY ASSET MANAGEMENT LLC$327M AUM0.30%$975,68910.6KQ1 2026OLDER
Citizens National Bank Trust Department$601M AUM0.30%$2M19.5KQ1 2026OLDER
Ballew Advisors, Inc$194M AUM0.30%$575,7127.3KQ2 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.30%$24M262.4KQ1 2026OLDER
Successful Portfolios LLC$181M AUM0.29%$533,0666.0KQ1 2026OLDER
First City Capital Management, Inc.$189M AUM0.29%$548,5006.0KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.29%$11M119.3KQ1 2026OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.29%$9M100.0KQ4 2025OLDER
JMN Financial LLC$102M AUM0.29%$291,8293.2KQ1 2026OLDER
American Institute for Advanced Investment Management, LLP$154M AUM0.28%$439,1204.8KQ1 2026OLDER
Continuum Advisory, LLC$1.0B AUM0.28%$3M32.0KQ1 2026OLDER
Castleview Partners, LLC$195M AUM0.28%$546,3996.0KQ1 2026OLDER
CATHY PARETO & ASSOCIATES, INC$149M AUM0.28%$414,6174.5KQ1 2026OLDER
Providence First Trust Co$284M AUM0.27%$775,4578.4KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM0.27%$410,3234.8KQ4 2025OLDER
Courage Miller Partners, LLC$354M AUM0.27%$958,99710.4KQ1 2026OLDER
RM Financial Services, LLC$116M AUM0.27%$313,8533.4KQ1 2026OLDER
PKS Advisory Services, LLC$430M AUM0.27%$1M12.3KQ1 2026OLDER
Geneva Partners, LLC$208M AUM0.26%$551,2836.0KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.26%$74M801.7KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.26%$2M25.9KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.26%$5M52.7KQ1 2026OLDER
Phraction Management LLC$483M AUM0.26%$1M13.8KQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.26%$2M26.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.26%$605M6.59MQ1 2026OLDER
Hara Capital LLC$200M AUM0.26%$516,3905.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.26%$1.6B17.34MQ1 2026OLDER
KG Capital Management$139M AUM0.26%$358,0873.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.25%$199M2.17MQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.25%$9M102.0KQ1 2026OLDER
National Wealth Management Group, LLC$269M AUM0.25%$684,4897.5KQ1 2026OLDER
Clear Point Advisors Inc.$129M AUM0.25%$327,9273.6KQ1 2026OLDER
Spectrum Planning & Advisory Services Inc.$223M AUM0.25%$489,3625.7KQ4 2025OLDER
Gainplan LLC$254M AUM0.25%$631,7008.4KQ2 2026
Grantvest Financial Group LLC$154M AUM0.25%$384,2414.2KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.25%$8M82.5KQ1 2026OLDER
LGL PARTNERS, LLC$243M AUM0.25%$603,4386.6KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.25%$3M34.8KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.25%$3M46.0KQ2 2026
ALLIUM FINANCIAL ADVISORS, LLC$125M AUM0.24%$302,8413.3KQ1 2026OLDER
Index Fund Advisors, Inc.$2.2B AUM0.24%$5M58.6KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.24%$838,52511.2KQ1 2026OLDER
Ketron Financial$279M AUM0.24%$669,5267.3KQ1 2026OLDER
Crestmont Private Wealth LLC$317M AUM0.24%$751,7808.2KQ1 2026OLDER
Next Capital Management LLC$330M AUM0.24%$782,0648.5KQ1 2026OLDER
Eisler Capital Management Ltd.$22.6B AUM0.24%$54M700.0KQ3 2025OLDER
Shorepoint Capital Partners LLC$503M AUM0.24%$1M15.6KQ3 2025OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.23%$6M69.0KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.23%$126M1.37MQ1 2026OLDER
HAP TRADING, LLC$1.4B AUM0.23%$3M123.1KQ3 2025OLDER
Mascagni Wealth Management, Inc.$140M AUM0.23%$322,7353.5KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.23%$15M160.4KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.23%$2M25.7KQ1 2026OLDER
Lunt Capital Management, Inc.$260M AUM0.23%$590,0816.4KQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.23%$406,4494.4KQ1 2026OLDER
Hudson Value Partners, LLC$335M AUM0.22%$752,8678.2KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.22%$7M71.9KQ1 2026OLDER
Flagship Private Wealth, LLC$246M AUM0.22%$548,7466.0KQ1 2026OLDER
WJ Financial Advisors LLC$124M AUM0.22%$275,7693.0KQ1 2026OLDER
WELCH & FORBES LLC$7.7B AUM0.22%$17M187.2KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.22%$10M104.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.22%$1.7B18.73MQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM0.22%$257,3103.0KQ4 2025OLDER
Community Bank, N.A.$840M AUM0.22%$2M20.0KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.22%$243M2.64MQ1 2026OLDER
BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM0.22%$498,7705.4KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.22%$3M31.6KQ1 2026OLDER
WESPAC Advisors SoCal, LLC$470M AUM0.22%$1M11.1KQ1 2026OLDER
Allegheny Financial Group$742M AUM0.22%$2M17.5KQ1 2026OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.21%$2M22.8KQ1 2026OLDER
Sage Investment Advisers LLC$149M AUM0.21%$285,9733.3KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.21%$11M151.1KQ2 2026
STABLEFORD CAPITAL II LLC$289M AUM0.21%$614,6168.1KQ2 2026
WILLNER & HELLER, LLC$160M AUM0.21%$337,5594.5KQ2 2026
Peregrine Asset Advisers, Inc.$371M AUM0.21%$783,8088.5KQ1 2026OLDER
Accredited Wealth Management, LLC$134M AUM0.21%$280,00632.7KQ3 2025OLDER
SUMMER ROAD LLC$142M AUM0.21%$291,6513.2KQ1 2026OLDER
D.B. Root & Company, LLC$419M AUM0.20%$857,4079.3KQ1 2026OLDER
Signet Private Wealth LLC$105M AUM0.20%$213,8242.3KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.20%$4M42.3KQ1 2026OLDER
Rather & Kittrell, Inc.$648M AUM0.20%$1M14.3KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.20%$2M16.8KQ1 2026OLDER
Pettinga Financial Advisors LLC$624M AUM0.20%$1M16.6KQ2 2026
BOYUM WEALTH ARCHITECTS LLC$239M AUM0.20%$480,1505.5KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.20%$962,11710.5KQ1 2026OLDER
Secure Asset Management, LLC$632M AUM0.20%$1M13.6KQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.20%$4M40.8KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.20%$1M14.8KQ1 2026OLDER
DME Capital Management, LP$3.2B AUM0.20%$6M65.0KQ4 2025OLDER
Blackstone Inc.$25.6B AUM0.19%$49M567.7KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.19%$7M74.8KQ1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.19%$956,42110.4KQ1 2026OLDER
Fort Sheridan Advisors LLC$828M AUM0.19%$2M16.9KQ1 2026OLDER
Stamos Capital Partners, L.P.$640M AUM0.19%$1M13.0KQ1 2026OLDER
MOORE CAPITAL MANAGEMENT, LP$4.9B AUM0.19%$9M99.8KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.19%$32M346.9KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.19%$2M16.4KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.18%$4M44.0KQ1 2026OLDER
Centennial Wealth Advisory LLC$413M AUM0.18%$753,4898.2KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.18%$14M149.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.18%$250M3.31MQ3 2025OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.18%$25M269.6KQ1 2026OLDER
Park Edge Advisors, LLC$434M AUM0.18%$778,4858.5KQ1 2026OLDER
Darden Wealth Group Inc$196M AUM0.18%$349,9913.8KQ1 2026OLDER
CANTOR FITZGERALD, L. P.$6.8B AUM0.18%$12M131.1KQ1 2026OLDER
SPROTT INC.$3.4B AUM0.18%$6M66.1KQ1 2026OLDER
Elequin Capital, LP$1.2B AUM0.18%$2M60.2KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.18%$256,7722.8KQ1 2026OLDER
S.A. Mason LLC$266M AUM0.17%$464,8155.1KQ1 2026OLDER
Sharp Wealth Advisory, LLC$203M AUM0.17%$352,9473.8KQ1 2026OLDER
Ewing Morris & Co. Investment Partners Ltd.$222M AUM0.17%$399,3794.6KQ4 2025OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.17%$555,2096.0KQ1 2026OLDER
Ironsides Asset Advisors, LLC$399M AUM0.17%$691,0677.5KQ1 2026OLDER
Exit Wealth Advisors, LLC.$195M AUM0.17%$336,3053.7KQ1 2026OLDER
FAIRFIELD, BUSH & CO.$180M AUM0.17%$306,0853.3KQ1 2026OLDER
LifeGoal Investments, LLC$218M AUM0.17%$370,9664.9KQ2 2026
Ariston Services Group$167M AUM0.17%$289,0453.4KQ4 2025OLDER
Sculati Wealth Management, LLC$271M AUM0.17%$458,8505.0KQ1 2026OLDER
CPR Investments Inc.$150M AUM0.17%$245,8753.2KQ3 2025OLDER
FLAGSTAR SECURITIES, INC$331M AUM0.17%$558,6457.4KQ2 2026
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.17%$3M32.6KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.17%$3M31.7KQ1 2026OLDER
Twin Lakes Capital Management, LLC$220M AUM0.17%$368,4044.0KQ1 2026OLDER
EFG International AG$4.7B AUM0.17%$8M84.9KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.17%$342M1.32MQ1 2026OLDER
VISIONARY HORIZONS, LLC$203M AUM0.17%$336,7963.7KQ1 2026OLDER
Chemistry Wealth Management LLC$625M AUM0.16%$1M13.7KQ2 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.16%$26M280.0KQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.16%$183,5402.0KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.16%$1641.9KQ4 2025OLDER
GreatBanc Trust CO$143M AUM0.16%$237,2223.1KQ3 2025OLDER
Converium Capital Inc.$175M AUM0.16%$282,150142.5KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.16%$2M24.0KQ1 2026OLDER
Copley Financial Group, Inc.$166M AUM0.16%$264,6652.9KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.16%$19M211.7KQ1 2026OLDER
Wellington Shields Capital Management, LLC$666M AUM0.16%$1M11.4KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.16%$212,1722.3KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.16%$437,8634.8KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.16%$284,5793.1KQ1 2026OLDER
Sanchez Gaunt Capital Management, LLC$160M AUM0.16%$248,9722.7KQ1 2026OLDER
Hidden Cove Wealth Management, LLC$156M AUM0.15%$241,0802.6KQ1 2026OLDER
CI INVESTMENTS INC.$20.6B AUM0.15%$32M348.2KQ1 2026OLDER
Vawter Financial, Ltd.$238M AUM0.15%$367,0804.0KQ1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM0.15%$268,8872.9KQ1 2026OLDER
Advisor Resource Council$309M AUM0.15%$428,4014.6KQ4 2025OLDER
PEAK6 LLC$42.6B AUM0.15%$65M703.8KQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.15%$623,3006.8KQ1 2026OLDER
Schneider Downs Wealth Management Advisors, LP$907M AUM0.15%$1M14.7KQ1 2026OLDER
ENTREWEALTH, LLC$223M AUM0.15%$331,1063.6KQ1 2026OLDER
Trans-Canada Capital Inc.$1.4B AUM0.15%$2M22.4KQ1 2026OLDER
WIMMER ASSOCIATES 1, LLC$205M AUM0.15%$302,2013.3KQ1 2026OLDER
Krilogy Financial LLC$3.1B AUM0.15%$5M46.9KQ1 2026OLDER
ADAPT WEALTH ADVISORS, LLC$276M AUM0.15%$404,9814.4KQ1 2026OLDER
PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM0.15%$270,6833.0KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.15%$432,7215.7KQ2 2026
Meridian Wealth Advisors, LLC$756M AUM0.15%$1M12.0KQ1 2026OLDER
COREPATH WEALTH PARTNERS LLC$160M AUM0.14%$213,1492.2KQ1 2026OLDER
PRUDENTIAL PLC$17.1B AUM0.14%$24M266.5KQ1 2026OLDER
TRB Wealth Management, LLC$704M AUM0.14%$1M11.0KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.14%$9M98.8KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.14%$2M22.0KQ1 2026OLDER
MMBG INVESTMENT ADVISORS CO.$1.1B AUM0.14%$2M16.8KQ1 2026OLDER
Saranac Partners Ltd$234M AUM0.14%$331,2393.4KQ1 2026OLDER
Mizuho Markets Cayman LP$1.9B AUM0.14%$3M28.6KQ1 2026OLDER
EQUITABLE TRUST CO$2.2B AUM0.14%$3M32.9KQ1 2026OLDER
Quartz Partners, LLC$259M AUM0.14%$358,3623.9KQ1 2026OLDER
Ionic Capital Management LLC$1.4B AUM0.14%$2M20.6KQ1 2026OLDER
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM0.14%$3M27.7KQ1 2026OLDER
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM0.14%$219,9142.6KQ4 2025OLDER
Aspect Partners, LLC$245M AUM0.14%$336,3373.7KQ1 2026OLDER
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM0.14%$2M23.4KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.14%$14M150.4KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.14%$11M129.6KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.14%$567M6.18MQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.14%$2M24.1KQ1 2026OLDER
SFM, LLC$195M AUM0.13%$222,3592.4KQ1 2026OLDER
Cane Capital Partners, LLC$229M AUM0.13%$307,8883.4KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.13%$1M13.8KQ1 2026OLDER
CORA CAPITAL ADVISORS LLC$302M AUM0.13%$402,4114.4KQ1 2026OLDER
Shay Capital LLC$1.2B AUM0.13%$2M20.0KQ3 2025OLDER
Werba Rubin Papier Wealth Management$718M AUM0.13%$945,22110.3KQ1 2026OLDER
WealthTrust Axiom LLC$406M AUM0.13%$534,6975.8KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.13%$573,8717.6KQ2 2026
UBS Group AG$666.3B AUM0.13%$867M9.45MQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.