SEC 13F Intelligence

VANECK ETF TRUST

CUSIP 92189F411

Vaneck Etf Trust has 233 institutional holders in Filings Flow’s 13F database, together reporting 52.96M shares worth $682M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Wells Fargo & Company/Mn.

Institutional Holders
233
Q1 2026
Reported Value
$682M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 48Q4 ’18Q1 ’19: 43Q2 ’19: 52Q2 ’19Q3 ’19: 51Q2 ’21: 91Q2 ’21Q4 ’21: 109Q4 ’22: 122Q4 ’22Q4 ’25: 241Q1 ’26: 233Q1 ’26Q2 ’26: 17filingsflow.com
Total reported value
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $47MQ2 ’19: $58MQ2 ’19Q3 ’19: $47MQ2 ’21: $1.2BQ2 ’21Q4 ’21: $2.1BQ4 ’22: $103MQ4 ’22Q4 ’25: $689MQ1 ’26: $682MQ1 ’26Q2 ’26: $87Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Mission Hills Financial Advisory, LLC$195M AUM8.19%$16M1.25MQ1 2026OLDER
Bayview Asset Management, LLC$260M AUM2.21%$10M674.0KQ4 2025OLDER
Haven Private, LLC$230M AUM1.80%$4M322.3KQ1 2026OLDER
Alpha Wealth Funds, LLC$149M AUM1.46%$2M170.4KQ1 2026OLDER
Berkeley Capital Partners, LLC$431M AUM1.24%$5M419.2KQ1 2026OLDER
Paller Financial Services Inc$134M AUM1.24%$2M130.7KQ2 2026
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM1.20%$15M1.18MQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM1.14%$6M491.6KQ1 2026OLDER
CloudAlpha Capital Management Limited/Hong Kong$2.9B AUM1.09%$32M2.50MQ1 2026OLDER
Amplius Wealth Advisors, LLC$1.2B AUM1.08%$13M1.02MQ1 2026OLDER
Future Financial Wealth Managment LLC$155M AUM1.05%$2M123.2KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.88%$2M194.0KQ1 2026OLDER
Shilanski & Associates, Inc.$376M AUM0.83%$3M207.8KQ3 2025OLDER
CONDOR CAPITAL MANAGEMENT$1.2B AUM0.80%$10M750.1KQ1 2026OLDER
Garner Asset Management Corp$255M AUM0.79%$2M156.5KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.74%$1M93.3KQ1 2026OLDER
MAGNOLIA CAPITAL ADVISORS LLC$509M AUM0.72%$4M285.3KQ1 2026OLDER
Ferguson Shapiro LLC$342M AUM0.65%$2M174.6KQ2 2026
HOWARD WEALTH MANAGEMENT, LLC$238M AUM0.62%$1M114.8KQ1 2026OLDER
Generali Asset Management SPA SGR$4.8B AUM0.59%$28M2.20MQ1 2026OLDER
Andina Capital Management, LLC$113M AUM0.57%$641,28050.1KQ1 2026OLDER
Stonebridge Financial Planning Group, LLC$272M AUM0.56%$2M108.4KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.53%$15M917.0KQ1 2026OLDER
Naviter Wealth, LLC$801M AUM0.43%$3M267.3KQ1 2026OLDER
Maia Wealth LLC$591M AUM0.42%$2M192.8KQ1 2026OLDER
Black Swift Group, LLC$571M AUM0.40%$2M178.1KQ1 2026OLDER
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM0.39%$24M2.42MQ2 2026
CASCADE INVESTMENT GROUP, INC.$152M AUM0.36%$553,28043.2KQ1 2026OLDER
Shade Tree Advisors LLC$140M AUM0.34%$448,18731.6KQ4 2025OLDER
GUIDANCE CAPITAL, INC$446M AUM0.33%$1M92.8KQ4 2025OLDER
Estate Planners Group, LLC$208M AUM0.32%$675,82552.8KQ1 2026OLDER
FINANCIAL MANAGEMENT NETWORK INC$653M AUM0.32%$2M170.7KQ1 2026OLDER
Delta Investment Management, LLC$559M AUM0.32%$2M118.5KQ3 2025OLDER
NAPA WEALTH MANAGEMENT$213M AUM0.30%$632,15642.3KQ3 2025OLDER
Ranch Capital Advisors Inc.$277M AUM0.30%$816,47163.8KQ1 2026OLDER
Cordoba Advisory Partners LLC$362M AUM0.26%$937,51073.2KQ1 2026OLDER
Genesis Financial Group, LLC$158M AUM0.23%$368,62928.8KQ1 2026OLDER
Gibbs Wealth Management$762M AUM0.22%$2M133.6KQ1 2026OLDER
OBSIDIAN CIO, LLC$111M AUM0.22%$244,37819.1KQ1 2026OLDER
Valtrion Capital Management, LLC$106M AUM0.22%$228,73317.9KQ1 2026OLDER
EPIQ PARTNERS, LLC$236M AUM0.21%$505,04239.9KQ2 2026
GFS Advisors, LLC$1.6B AUM0.21%$2M131.0KQ1 2026OLDER
Next Capital Management LLC$330M AUM0.21%$652,28046.0KQ4 2025OLDER
Endowment Wealth Management, Inc.$226M AUM0.21%$463,68136.2KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.19%$345,42524.4KQ4 2025OLDER
WEALTH ALLIANCE, LLC$1.0B AUM0.16%$2M126.2KQ1 2026OLDER
Sterling Group Wealth Management, LLC$211M AUM0.16%$333,55526.1KQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.16%$3M225.3KQ1 2026OLDER
DKM Wealth Management, Inc.$139M AUM0.15%$203,52015.9KQ1 2026OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.14%$765,59651.2KQ3 2025OLDER
WMG Financial Advisors, LLC$240M AUM0.13%$316,48024.7KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.13%$2M151.7KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.12%$614,40048.0KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.12%$5M365.4KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.11%$6M434.5KQ1 2026OLDER
Indivisible Partners$1.1B AUM0.11%$1M97.7KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.11%$787,26461.5KQ1 2026OLDER
GK Wealth Management LLC$190M AUM0.11%$202,65716.0KQ2 2026
Adams Asset Advisors, LLC$891M AUM0.11%$948,21174.1KQ1 2026OLDER
MCCARTER PRIVATE WEALTH SERVICES LLC$230M AUM0.10%$237,60618.6KQ1 2026OLDER
CFO4Life Group, LLC$656M AUM0.10%$654,12251.1KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.10%$1M88.4KQ1 2026OLDER
Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM0.09%$31M2.39MQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.09%$2M156.2KQ1 2026OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.09%$1M85.4KQ1 2026OLDER
FWG Holdings, LLC$265M AUM0.08%$209,04814.9KQ4 2025OLDER
BARD ASSOCIATES INC$398M AUM0.08%$313,88224.5KQ1 2026OLDER
Morling Financial Advisors, LLC$325M AUM0.07%$239,36018.7KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.07%$10M775.2KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.07%$5M325.8KQ3 2025OLDER
Beacon Financial Advisory LLC$443M AUM0.07%$309,89824.2KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.07%$138,42010.8KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.07%$5M407.8KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.07%$241,81916.2KQ3 2025OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.07%$1M109.2KQ1 2026OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.07%$520,68934.9KQ3 2025OLDER
Maridea Wealth Management LLC$688M AUM0.06%$415,38129.6KQ3 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.06%$2M149.2KQ1 2026OLDER
Caption Management, LLC$17.1B AUM0.06%$11M833.1KQ1 2026OLDER
Cynosure Group, LLC$800M AUM0.06%$605,37242.7KQ4 2025OLDER
IAM Advisory, LLC$446M AUM0.06%$268,93019.0KQ4 2025OLDER
Apeiron RIA LLC$431M AUM0.06%$249,72619.5KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.06%$6M391.1KQ4 2025OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.06%$867,46967.8KQ1 2026OLDER
Valtinson Bruner Financial Planning LLC$364M AUM0.05%$189,11414.8KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.05%$376,87029.4KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.05%$699,49949.3KQ4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.05%$640,24350.0KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.05%$3M223.9KQ1 2026OLDER
FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM0.05%$3M207.0KQ3 2025OLDER
Symphony Financial, Ltd. Co.$755M AUM0.05%$346,82927.4KQ1 2026OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.05%$416,43827.9KQ3 2025OLDER
DENALI ADVISORS LLC$900M AUM0.04%$399,28028.2KQ4 2025OLDER
Sherman Asset Management, Inc.$109M AUM0.04%$49,7433.5KQ4 2025OLDER
Discipline Wealth Solutions, LLC$950M AUM0.04%$371,57629.0KQ1 2026OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.04%$960,39775.0KQ2 2026
J. Goldman & Co LP$3.4B AUM0.04%$1M101.0KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.04%$605,50340.5KQ3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.04%$6M391.2KQ1 2026OLDER
Baker Avenue Asset Management, LP$4.4B AUM0.04%$2M121.3KQ1 2026OLDER
Osbon Capital Management LLC$123M AUM0.03%$42,3443.3KQ1 2026OLDER
Activest Wealth Management$569M AUM0.03%$187,61014.7KQ1 2026OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.03%$5M412.7KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.03%$171,42913.5KQ2 2026
Anfield Capital Management, LLC$363M AUM0.03%$110,2127.4KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.03%$276,25021.6KQ1 2026OLDER
MGB Wealth Management, LLC$350M AUM0.03%$111,9457.5KQ3 2025OLDER
Graham Capital Management, L.P.$4.1B AUM0.03%$1M100.0KQ1 2026OLDER
Insight Advisors, LLC/ PA$525M AUM0.03%$196,17613.1KQ3 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.03%$256,56620.3KQ2 2026
Register Financial Advisors LLC$271M AUM0.03%$75,1365.9KQ1 2026OLDER
BARINGS LLC$6.2B AUM0.03%$1M95.6KQ3 2025OLDER
Spire Wealth Management$2.9B AUM0.03%$769,09860.1KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.03%$290,09922.7KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.03%$2M125.7KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.03%$2M175.2KQ1 2026OLDER
Hexagon Capital Partners LLC$683M AUM0.03%$171,43213.4KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.02%$563,29844.0KQ1 2026OLDER
Cascade Financial Partners, LLC$970M AUM0.02%$240,65318.8KQ1 2026OLDER
CIDEL ASSET MANAGEMENT INC$1.8B AUM0.02%$345,99024.4KQ4 2025OLDER
Beck Bode, LLC$591M AUM0.02%$142,19710.0KQ4 2025OLDER
BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM0.02%$2M135.8KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.02%$143,74411.2KQ1 2026OLDER
Triumph Capital Management$491M AUM0.02%$113,0628.8KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.02%$7M562.4KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$27M2.12MQ1 2026OLDER
WNY Asset Management, LLC$967M AUM0.02%$196,09615.3KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.02%$168,07511.3KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.02%$985,60169.5KQ4 2025OLDER
Gilman Hill Asset Management, LLC$731M AUM0.02%$126,60010.0KQ2 2026
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.02%$232,92618.2KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.02%$1M102.6KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.02%$131,20010.3KQ1 2026OLDER
Advisors Capital Management, LLC$8.6B AUM0.02%$1M92.1KQ4 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.02%$416,00032.5KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$645,41450.4KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.01%$952,51274.4KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$580,65445.4KQ1 2026OLDER
Great Waters Wealth Management$1.1B AUM0.01%$154,27512.2KQ2 2026
NORDEN GROUP LLC$1.0B AUM0.01%$142,21210.0KQ4 2025OLDER
EPG Wealth Management LLC$369M AUM0.01%$51,2004.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$376,87029.4KQ1 2026OLDER
WEALTHCARE CAPITAL MANAGEMENT LLC$1.1B AUM0.01%$140,31111.1KQ2 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$652,07451.5KQ2 2026
Gotham Asset Management, LLC$32.7B AUM0.01%$4M304.4KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.01%$128,78110.1KQ1 2026OLDER
Clear Harbor Asset Management, LLC$1.4B AUM0.01%$166,43211.1KQ3 2025OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.01%$38,7843.0KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$3M235.6KQ2 2026
Anchor Investment Management, LLC$1.2B AUM0.01%$129,65110.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M94.2KQ1 2026OLDER
GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM0.01%$432,13930.5KQ4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$140,93911.0KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$1M106.6KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$318,47024.9KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$429,70933.6KQ1 2026OLDER
BARRETT & COMPANY, INC.$291M AUM0.01%$28,8002.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$52M4.09MQ2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M150.1KQ1 2026OLDER
Texas Yale Capital Corp.$3.5B AUM0.01%$334,20826.1KQ1 2026OLDER
Koshinski Asset Management, Inc.$1.6B AUM0.01%$144,49410.2KQ4 2025OLDER
World Investment Advisors$6.2B AUM0.01%$567,96344.4KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$206,30613.8KQ3 2025OLDER
StoneX Group Inc.$1.9B AUM0.01%$162,84212.7KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$28,3642.0KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.01%$2M178.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$32M2.53MQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M96.1KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.01%$187,77514.7KQ1 2026OLDER
Sage Mountain Advisors LLC$1.4B AUM0.01%$117,1719.2KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$485,92638.0KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$901,09570.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.01%$83,2136.5KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M123.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$23M1.82MQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$98M7.62MQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$5M389.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.01%$13,7601.1KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$144,71510.2KQ4 2025OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$143,75710.1KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$791,80461.9KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.01%$23,0401.8KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$90M6.35MQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.01%$364,34428.5KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.01%$5M344.9KQ3 2025OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$417,28032.6KQ1 2026OLDER
Aspect Partners, LLC$245M AUM0.01%$12,402969Q1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$377,32229.5KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.00%$335,07323.6KQ4 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM0.00%$399,15531.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5M376.0KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.00%$256,69120.1KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$10,752840Q1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$11,956934Q1 2026OLDER
WEBSTER BANK, N. A.$1.1B AUM0.00%$44,2373.5KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$736,57657.5KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$4M274.1KQ1 2026OLDER
FIL Ltd$128.7B AUM0.00%$5M357.7KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$3M254.3KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$47,4883.7KQ1 2026OLDER
PFS Partners, LLC$218M AUM0.00%$7,540589Q1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.00%$216,00016.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M188.7KQ1 2026OLDER
Kentucky Trust Co$191M AUM0.00%$6,400500Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M246.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M235.3KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$44,8203.0KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M163.9KQ1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.00%$6,652400Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$739,64352.2KQ4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$543,36242.5KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$75,3285.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$205,76116.1KQ1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$3,515274.6KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$197,79815.5KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$14,9761.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M106.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$847,95266.2KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$42,8573.3KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$12,643988Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$64,0005.0KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$313,66424.5KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$1M103.6KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$247,77019.4KQ1 2026OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.00%$5,095398Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$309,74524.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$56,7944.4KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M87.2KQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$234,62818.3KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$18,3321.2KQ3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$43,9123.5KQ2 2026
Western Wealth Management, LLC$2.6B AUM0.00%$34,6882.7KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$2,355184Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M139.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$2,210173Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M340.1KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$6M503.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$546,48544.2KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$153,29312.0KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$18,1631.4KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$617,92248.3KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$696,32054.4KQ1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM0.00%$11,343917Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$3,840300Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$41,6513.3KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$227,76317.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$6M430.9KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$287,84919.3KQ3 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$519,18140.6KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$640,00050.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$38,6433.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M139.4KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$5M376.9KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M90.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$170,24013.3KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$129,68410.1KQ1 2026OLDER
BOKF, NA$6.5B AUM0.00%$40,9603.2KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$320,00025.0KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$24,2481.7KQ4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$24,8151.8KQ4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$1M80.0KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.00%$2,035159Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$295,26420.8KQ4 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$6,080475Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$245,55619.2KQ1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.00%$6,179488Q2 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$606,86147.4KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.00%$1,920150Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$17,9201.4KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$194,25315.2KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$218,90818.5KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$225,58717.6KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$56,0004.4KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$2,223167Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$521,37036.8KQ4 2025OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$2,560200Q1 2026OLDER
WealthShield Partners, LLC$898M AUM0.00%$2,354184Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$147,92410.4KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$166,40013.0KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$2,510168Q3 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$17,9711.4KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$389,06131.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$66,3805.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$44,7303.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M97.3KQ1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$3,664289Q2 2026
Citizens National Bank Trust Department$601M AUM0.00%$64050Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M100.9KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$573,08244.8KQ1 2026OLDER
NBT BANK N A /NY$1.5B AUM0.00%$84466Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$237,59014.6KQ4 2025OLDER
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$4,762372Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$16,8461.2KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$83,2266.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$198,20814.0KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$2,482175Q4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$2,836200Q4 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$33,8472.7KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$8,068540Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7,040550Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3,276231Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$90971Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$43334Q1 2026OLDER

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