SEC 13F Intelligence

VANECK ETF TRUST

CUSIP 92189F437

Vaneck Etf Trust has 316 institutional holders in Filings Flow’s 13F database, together reporting 69.10M shares worth $2.0B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Capital Investment Advisors, LLC.

Institutional Holders
316
Q1 2026
Reported Value
$2.0B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 96Q4 ’18Q1 ’19: 97Q2 ’19: 100Q2 ’19Q3 ’19: 112Q2 ’21: 304Q2 ’21Q4 ’21: 327Q4 ’22: 290Q4 ’22Q4 ’25: 335Q1 ’26: 316Q1 ’26Q2 ’26: 29filingsflow.com
Total reported value
Q4 ’18: $362MQ4 ’18Q1 ’19: $398MQ2 ’19: $484MQ2 ’19Q3 ’19: $522MQ2 ’21: $25.7BQ2 ’21Q4 ’21: $25.1BQ4 ’22: $1.2BQ4 ’22Q4 ’25: $2.0BQ1 ’26: $2.0BQ1 ’26Q2 ’26: $157Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Philadelphia Investment Partners, LLC$147M AUM8.47%$12M433.7KQ1 2026OLDER
Pioneer Family Office, LLC$156M AUM8.38%$13M454.1KQ1 2026OLDER
SHEPHERD KAPLAN KROCHUK, LLC$119M AUM6.85%$8M283.8KQ1 2026OLDER
Emissary Wealth LLC$107M AUM6.59%$7M244.9KQ1 2026OLDER
Elevation Capital Advisory, LLC$235M AUM4.42%$11M368.6KQ4 2025OLDER
Graney & King, LLC$186M AUM4.35%$8M280.8KQ1 2026OLDER
Eddie Patel Inc$130M AUM4.04%$5M183.1KQ1 2026OLDER
Melone Private Wealth, LLC$263M AUM4.03%$11M361.6KQ2 2026
Hershey Financial Advisers, LLC$116M AUM3.52%$4M142.1KQ1 2026OLDER
ACT Advisors, LLC.$235M AUM3.43%$8M285.6KQ3 2025OLDER
PEAK FINANCIAL ADVISORS LLC$226M AUM3.37%$7M236.4KQ3 2025OLDER
WRAPMANAGER INC$288M AUM2.73%$8M273.6KQ1 2026OLDER
BRASS TAX WEALTH MANAGEMENT, INC$602M AUM2.66%$16M537.3KQ3 2025OLDER
Echo45 Advisors LLC$178M AUM2.62%$5M162.4KQ1 2026OLDER
SFAM, LLC$108M AUM2.37%$3M89.0KQ1 2026OLDER
Dougherty & Associates, LLC$109M AUM2.34%$3M88.7KQ1 2026OLDER
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM2.26%$3M119.4KQ1 2026OLDER
Wela Strategies, Inc.$264M AUM2.26%$6M1.62MQ3 2025OLDER
Vavra Capital Management, LLC$103M AUM2.08%$2M74.4KQ1 2026OLDER
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM2.02%$20M690.6KQ2 2026
Strategic Wealth Investment Group, LLC$788M AUM2.00%$16M549.4KQ1 2026OLDER
Kensington Asset Management, LLC$1.8B AUM1.95%$36M1.24MQ1 2026OLDER
American Financial Advisors, LLC$750M AUM1.89%$14M493.7KQ1 2026OLDER
Piedmont Capital Management, LLC$197M AUM1.67%$3M113.5KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM1.67%$7M236.1KQ1 2026OLDER
Darrow Company, Inc.$222M AUM1.63%$4M125.9KQ1 2026OLDER
GFS Advisors, LLC$1.6B AUM1.62%$13M133.6KQ1 2026OLDER
Capital Investment Advisors, LLC$6.8B AUM1.60%$109M3.81MQ1 2026OLDER
Perissos Private Wealth Management, LLC$115M AUM1.56%$2M61.7KQ4 2025OLDER
CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM1.51%$17M562.1KQ4 2025OLDER
Storen Legacy Partners, LLC$367M AUM1.51%$6M189.3KQ2 2026
INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM1.50%$2M80.0KQ1 2026OLDER
Family Legacy, Inc.$333M AUM1.39%$5M161.2KQ1 2026OLDER
Plan Group Financial, LLC$426M AUM1.35%$6M200.6KQ1 2026OLDER
PERSPECTIVE WEALTH ADVISORS LLC$154M AUM1.35%$2M72.3KQ1 2026OLDER
Napier Financial, LLC$436M AUM1.34%$6M203.2KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM1.25%$11M397.2KQ1 2026OLDER
Comprehensive Wealth Management, LLC$198M AUM1.25%$2M85.9KQ1 2026OLDER
Symphony Financial, Ltd. Co.$755M AUM1.16%$9M305.3KQ1 2026OLDER
IAMS WEALTH MANAGEMENT, LLC$332M AUM1.12%$4M127.2KQ2 2026
Ocean Park Asset Management, LLC$1.7B AUM1.12%$24M812.1KQ4 2025OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM1.05%$2M54.1KQ1 2026OLDER
Ferguson Shapiro LLC$342M AUM0.97%$3M114.0KQ2 2026
Paller Financial Services Inc$134M AUM0.95%$1M43.4KQ2 2026
Stewardship Advisors, LLC$435M AUM0.89%$4M134.7KQ1 2026OLDER
Accel Wealth Management$383M AUM0.88%$3M117.9KQ1 2026OLDER
Optivise Advisory Services LLC$165M AUM0.86%$1M50.8KQ4 2025OLDER
Denver PWM, LLC$291M AUM0.82%$2M83.9KQ4 2025OLDER
Towneley Capital Management, Inc / DE$478M AUM0.82%$4M136.0KQ1 2026OLDER
Performa Ltd (US), LLC$442M AUM0.77%$3M119.2KQ1 2026OLDER
KICKSTAND VENTURES, LLC.$475M AUM0.73%$3M120.6KQ1 2026OLDER
Lake Hills Wealth Management, LLC$220M AUM0.72%$2M54.4KQ2 2026
WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM0.64%$998,65234.8KQ1 2026OLDER
Creekside Partners$243M AUM0.63%$2M52.9KQ1 2026OLDER
Axis Wealth Partners, LLC$188M AUM0.62%$1M40.6KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.60%$1M45.1KQ1 2026OLDER
Wilson & Boucher Capital Management, LLC$151M AUM0.58%$871,65230.4KQ1 2026OLDER
Virtue Capital Management, LLC$657M AUM0.54%$3M42.4KQ4 2025OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.49%$23M794.3KQ1 2026OLDER
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.46%$4M155.5KQ1 2026OLDER
ATX Financial Planning, LLC$132M AUM0.45%$582,30819.8KQ4 2025OLDER
Breakwater Capital Group$833M AUM0.43%$4M122.5KQ2 2026
Eagle Bay Advisors LLC$113M AUM0.43%$487,09117.0KQ1 2026OLDER
WHITE PINE CAPITAL LLC$355M AUM0.43%$2M52.6KQ1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.42%$7M233.6KQ2 2026
Total Clarity Wealth Management, Inc.$426M AUM0.41%$2M61.4KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.39%$21M708.1KQ2 2026
Transcendent Capital Group LLC$219M AUM0.39%$858,06729.9KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.38%$4M120.6KQ4 2025OLDER
NBT BANK N A /NY$1.5B AUM0.37%$6M198.6KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.37%$4M143.9KQ1 2026OLDER
LifeWealth Investments, LLC$374M AUM0.37%$1M39.8KQ4 2025OLDER
McAlister, Sweet & Associates, Inc.$161M AUM0.34%$540,49518.8KQ1 2026OLDER
NovaPoint Capital, LLC$399M AUM0.33%$1M46.0KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.33%$6M208.2KQ1 2026OLDER
Financial Partners Group, Inc$836M AUM0.31%$3M90.9KQ1 2026OLDER
Fortune Financial Advisors, LLC$196M AUM0.31%$607,80221.2KQ1 2026OLDER
Smart Money Group LLC$344M AUM0.31%$1M37.0KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.30%$4M149.3KQ1 2026OLDER
Nicholas Wealth, LLC.$145M AUM0.29%$422,63314.7KQ1 2026OLDER
Synergy Asset Management, LLC$942M AUM0.28%$8M262.4KQ3 2025OLDER
Allianz Investment Management U.S. LLC$2.7B AUM0.28%$7M248.0KQ3 2025OLDER
Ducere Wealth Management LLC$259M AUM0.27%$710,25424.2KQ1 2026OLDER
Deseret Mutual Benefit Administrators$294M AUM0.27%$798,70327.8KQ1 2026OLDER
Quartz Partners, LLC$259M AUM0.25%$654,64422.8KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.25%$9M312.1KQ1 2026OLDER
BURNS J W & CO INC/NY$959M AUM0.24%$2M79.9KQ2 2026
Christensen, King & Associates Investment Services, Inc.$233M AUM0.24%$553,61519.3KQ1 2026OLDER
Frank, Rimerman Advisors LLC$1.5B AUM0.24%$4M125.5KQ1 2026OLDER
Post Resch Tallon Group Inc.$145M AUM0.22%$323,80411.1KQ2 2026
CONNING INC.$3.0B AUM0.22%$7M233.6KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.21%$343,23312.0KQ1 2026OLDER
MY Wealth Management Inc.$103M AUM0.21%$215,7867.5KQ1 2026OLDER
Bright Futures Wealth Management, LLC.$146M AUM0.20%$296,31810.3KQ1 2026OLDER
Lantern Wealth Advisors, LLC$195M AUM0.20%$389,38613.6KQ1 2026OLDER
Kaizen Financial Strategies$236M AUM0.18%$432,33614.8KQ1 2026OLDER
Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM0.18%$1M42.1KQ4 2025OLDER
Lion Street Advisors, LLC$289M AUM0.18%$526,28815.9KQ3 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.18%$23M787.0KQ1 2026OLDER
Meridian Financial Advisors, LLC$183M AUM0.18%$320,97811.2KQ1 2026OLDER
Elm3 Financial Group, LLC$118M AUM0.18%$207,3537.2KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.17%$14M472.8KQ1 2026OLDER
Mezzasalma Advisors, LLC$391M AUM0.17%$646,05622.5KQ1 2026OLDER
Global Endowment Management, LP$896M AUM0.16%$1M50.0KQ1 2026OLDER
International Private Wealth Advisors LLC$163M AUM0.16%$256,1828.9KQ1 2026OLDER
Disciplined Investors, L.L.C.$168M AUM0.15%$250,7548.7KQ1 2026OLDER
LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM0.15%$534,10618.6KQ1 2026OLDER
Farmers & Merchants Trust Co of Long Beach$426M AUM0.15%$701,62823.6KQ3 2025OLDER
Vantus Wealth LLC$136M AUM0.15%$200,9746.8KQ4 2025OLDER
Strathmore Capital Advisors, Inc.$354M AUM0.15%$523,41217.9KQ1 2026OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.14%$2M78.0KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.14%$100M3.49MQ1 2026OLDER
Autumn Glory Partners, LLC$272M AUM0.14%$374,68113.0KQ1 2026OLDER
One Capital Management, LLC$3.6B AUM0.13%$4M150.0KQ4 2025OLDER
Monetary Solutions, Ltd$103M AUM0.13%$133,8814.7KQ1 2026OLDER
Applied Capital LLC$268M AUM0.13%$344,36712.0KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.13%$1M45.9KQ4 2025OLDER
Alteri Wealth LLC$309M AUM0.12%$375,43613.1KQ1 2026OLDER
David J Yvars Group$212M AUM0.12%$256,3828.8KQ2 2026
BCS Wealth Management$490M AUM0.12%$591,07520.6KQ1 2026OLDER
High Net Worth Advisory Group LLC$429M AUM0.12%$499,64217.4KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.12%$9M325.0KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.11%$14M504.5KQ1 2026OLDER
Pointe Capital Management LLC$202M AUM0.11%$221,6617.7KQ1 2026OLDER
Global Assets Advisory, LLC$349M AUM0.11%$382,59713.0KQ4 2025OLDER
Note Advisors, LLC$200M AUM0.11%$214,5967.5KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.11%$2M83.4KQ1 2026OLDER
SECURIAN ASSET MANAGEMENT, INC$2.5B AUM0.10%$4M129.0KQ3 2025OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.10%$997,05534.1KQ2 2026
Continuum Advisory, LLC$1.0B AUM0.10%$1M35.8KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.09%$2M67.0KQ1 2026OLDER
Etesian Wealth Advisors, Inc.$313M AUM0.09%$284,6159.9KQ1 2026OLDER
Essex LLC$566M AUM0.09%$501,39417.5KQ1 2026OLDER
TFB Advisors LLC$191M AUM0.09%$313,70110.7KQ4 2025OLDER
Lifeworks Advisors, LLC$779M AUM0.09%$665,55022.7KQ4 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.09%$2M83.5KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.09%$2M59.4KQ1 2026OLDER
B.O.S.S. Retirement Advisors, LLC$328M AUM0.08%$269,4889.2KQ4 2025OLDER
Strategic Financial Concepts, LLC$405M AUM0.08%$335,31511.7KQ1 2026OLDER
ALLIANZ SE$9.0B AUM0.08%$7M248.0KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.08%$2M73.4KQ4 2025OLDER
CRUX WEALTH ADVISORS$261M AUM0.08%$203,4167.1KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.07%$3M109.6KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.07%$3M90.8KQ1 2026OLDER
Trilogy Capital Inc.$2.6B AUM0.07%$2M63.2KQ2 2026
HF Advisory Group, LLC$323M AUM0.07%$205,0817.0KQ4 2025OLDER
Kiker Wealth Management, LLC$209M AUM0.07%$2,11472Q4 2025OLDER
Global View Capital Management LLC$377M AUM0.07%$252,3928.8KQ1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.07%$985,68633.5KQ4 2025OLDER
CYPRESS FINANCIAL PLANNING LLC$413M AUM0.07%$272,7809.3KQ2 2026
SCOTIA CAPITAL INC.$24.3B AUM0.07%$16M551.3KQ1 2026OLDER
MORTON COMMUNITY BANK$460M AUM0.06%$297,79810.4KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.06%$2M83.5KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM0.06%$4M142.1KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.06%$6M223.2KQ1 2026OLDER
Goldstone Financial Group, LLC$922M AUM0.06%$576,28620.1KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.06%$530,33618.5KQ1 2026OLDER
Bernard Wealth Management Corp.$234M AUM0.06%$144,0605.0KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.06%$4M145.6KQ1 2026OLDER
SeaCrest Wealth Management, LLC$903M AUM0.06%$542,46818.6KQ2 2026
Sunburst Financial Group, LLC$617M AUM0.06%$353,56112.1KQ2 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM0.05%$351,99212.3KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.05%$12M430.2KQ1 2026OLDER
Marshall Financial Group, LLC$625M AUM0.05%$250,0898.5KQ4 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.05%$2M68.8KQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.05%$2M53.6KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.05%$342,66911.8KQ1 2026OLDER
Hilltop Holdings Inc.$1.1B AUM0.04%$760,20125.9KQ4 2025OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.04%$751,35026.2KQ1 2026OLDER
OpenArc Corporate Advisory, LLC$7.0B AUM0.04%$3M108.4KQ1 2026OLDER
Baker Ellis Asset Management LLC$842M AUM0.04%$342,13911.7KQ4 2025OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.04%$547,27919.0KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.04%$625,39221.4KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.04%$539,73518.8KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.04%$1M50.1KQ2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.04%$523M18.20MQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.04%$3M96.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.04%$141M4.92MQ1 2026OLDER
Octavia Wealth Advisors, LLC$1.0B AUM0.04%$386,72913.5KQ1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.04%$42,1721.5KQ1 2026OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.04%$346,88412.1KQ1 2026OLDER
NFSG Corp$608M AUM0.03%$211,8677.4KQ1 2026OLDER
1832 Asset Management L.P.$108.8B AUM0.03%$37M1.29MQ1 2026OLDER
World Investment Advisors$6.2B AUM0.03%$2M71.7KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.03%$100,7523.5KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.03%$6M198.0KQ1 2026OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.03%$6M191.8KQ1 2026OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.03%$880,18730.0KQ4 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.03%$1M44.5KQ4 2025OLDER
Blue Trust, Inc.$8.7B AUM0.03%$2M82.2KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.03%$5M177.8KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.03%$26879Q4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$9M309.3KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.02%$1M46.0KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.02%$316,21811.0KQ1 2026OLDER
TRAPHAGEN INVESTMENT ADVISORS LLC$1.2B AUM0.02%$287,21310.0KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.02%$16M546.2KQ1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.02%$62,4332.1KQ3 2025OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.02%$389,88913.6KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.02%$56,8682.0KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.02%$466,08516.2KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.02%$884,34030.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$780,83927.2KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M43.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.02%$9M324.9KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$2M54.1KQ1 2026OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.02%$328,18111.2KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.02%$504,55817.0KQ3 2025OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$322,32511.2KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.02%$28,7201.0KQ1 2026OLDER
CONGRESS ASSET MANAGEMENT CO$16.3B AUM0.02%$3M94.3KQ2 2026
OneAscent Financial Services LLC$1.8B AUM0.02%$307,88110.7KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.02%$799,59427.8KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.02%$501,80617.5KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.02%$323,55211.3KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$7M243.3KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$1M47.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$14M480.8KQ1 2026OLDER
Raleigh Capital Management Inc.$290M AUM0.01%$35,0691.2KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$66M2.30MQ2 2026
Waverly Advisors, LLC$13.4B AUM0.01%$2M57.9KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.01%$4M136.8KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$999,09034.8KQ1 2026OLDER
AGF MANAGEMENT LTD$22.3B AUM0.01%$3M87.5KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$2M77.3KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$37,5871.3KQ4 2025OLDER
PFG Advisors$2.1B AUM0.01%$223,3517.8KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M36.2KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$11M371.6KQ1 2026OLDER
Costello Asset Management, INC$289M AUM0.01%$27,155946Q1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.01%$208,4077.0KQ3 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$37M1.30MQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM0.01%$70,6222.5KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$26M893.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M81.8KQ2 2026
Advisory Services Network, LLC$7.5B AUM0.01%$629,15121.9KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$231,1108.0KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$793,91227.0KQ4 2025OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$282,4009.7KQ2 2026
SHP Wealth Management$1.3B AUM0.01%$96,0963.3KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$571,55719.9KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$202,0167.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$5M175.3KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$891,10031.0KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.01%$1M41.3KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.01%$3M103.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$21M731.7KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$1M41.5KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.01%$58,4362.0KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$41M1.44MQ1 2026OLDER
Richard W. Paul & Associates, LLC$297M AUM0.01%$18,639649Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$5M156.7KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M44.4KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$292,1549.9KQ4 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$356,41512.4KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$503,39817.5KQ1 2026OLDER
Allianz Asset Management GmbH$95.4B AUM0.01%$5M182.4KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$11M394.4KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.01%$6M198.4KQ4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.01%$3M111.9KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$214,3287.5KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$2M60.4KQ4 2025OLDER
Carnegie Investment Counsel$5.1B AUM0.00%$244,1208.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$151,8455.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$75M2.57MQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M41.4KQ1 2026OLDER
Investors Research Corp$523M AUM0.00%$23,234809Q1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$12,895449Q1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$200,4146.7KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$15M521.0KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$227,4627.9KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$6,807237Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$233,9338.1KQ1 2026OLDER
TOMPKINS FINANCIAL CORP$1.3B AUM0.00%$44,6601.6KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$374,55813.0KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$48,6411.6KQ3 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$313,10510.9KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$237,9828.1KQ4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$310,72210.8KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$93,5393.2KQ2 2026
Aptus Capital Advisors, LLC$12.7B AUM0.00%$347,79912.1KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.00%$7,882266Q3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$7,433250Q3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$4M125.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1M43.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$838,97529.2KQ1 2026OLDER
Pineridge Advisors LLC$350M AUM0.00%$7,381248Q3 2025OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$51,7531.8KQ1 2026OLDER
Caldwell Trust Co$1.1B AUM0.00%$22,258775Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$4,493153Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$5M180.8KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$336,77111.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$16M570.6KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$5,601195Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$49,2361.7KQ1 2026OLDER
WealthShield Partners, LLC$898M AUM0.00%$15,078525Q1 2026OLDER
Westfuller Advisors, LLC$232M AUM0.00%$3,877135Q1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$877,03130.5KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$200,8566.8KQ3 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$19,817690Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$3M116.0KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$526,09318.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$1M41.8KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.00%$2,44185Q1 2026OLDER
Key Capital Management, INC$151M AUM0.00%$1,72360Q1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$346,62212.1KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.00%$2,33980Q2 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$3,171108Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$7M250.0KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$10,581368Q1 2026OLDER
Networth Advisors, LLC$141M AUM0.00%$1,14940Q1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$15,478539Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$195,8646.7KQ4 2025OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$8,772300Q2 2026
Burk Holdings LLC$233M AUM0.00%$1,72360Q1 2026OLDER
NEW ENGLAND ASSET MANAGEMENT INC$786M AUM0.00%$5,433185Q4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$21,463747Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M150.8KQ1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$1,69557Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$4M123.2KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$417,66614.5KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$428,51114.6KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$430,07014.6KQ4 2025OLDER
Key FInancial Inc$562M AUM0.00%$2,81598Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$205,2047.1KQ1 2026OLDER
PARK NATIONAL CORP /OH/$3.3B AUM0.00%$12,062420Q1 2026OLDER
TRUST CO OF VERMONT$2.4B AUM0.00%$8,516290Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5M187.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$301,04310.5KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.00%$1,83564Q1 2026OLDER
New Millennium Group LLC$231M AUM0.00%$76326Q4 2025OLDER
HOWE & RUSLING INC$1.5B AUM0.00%$4,904167Q4 2025OLDER
United Financial Planning Group LLC$169M AUM0.00%$44015Q4 2025OLDER
Horizon Investments, LLC$8.9B AUM0.00%$23,620832Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M59.3KQ4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$86,1763.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$14,347489Q4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$591,29420.1KQ4 2025OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$11,729406Q1 2026OLDER
Camelot Portfolios, LLC$143M AUM0.00%$38213Q4 2025OLDER
Biltmore Family Office, LLC$716M AUM0.00%$1,58055Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$6,784232Q2 2026
Purpose Unlimited Inc.$2.4B AUM0.00%$4,593160Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$9,319324Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$84,0922.9KQ1 2026OLDER
OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM0.00%$3,044106Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$201,5796.9KQ4 2025OLDER
EASTERN BANK$6.5B AUM0.00%$7,668267Q1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$43115Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$1,14940Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$1,46850Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,99768Q4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$18,869657Q1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$3,820133Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$486,61716.9KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1,25944Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$14,865500Q3 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.00%$3,217112Q1 2026OLDER
Safe Harbor Fiduciary, LLC$105M AUM0.00%$592Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$426,32814.3KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2,62892Q1 2026OLDER
Kingdom Financial Group LLC.$349M AUM0.00%$1094Q1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.00%$1094Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$9,219321Q1 2026OLDER
Migdal Insurance & Financial Holdings Ltd.$11.5B AUM0.00%$2,872100Q1 2026OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$28963Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$1M40.3KQ1 2026OLDER
Tidemark, LLC$393M AUM0.00%$512Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$14,876518Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$15,969556Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$7,209251Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$145,8585.1KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$47016Q4 2025OLDER
Vestwell Advisors, LLC$365M AUM0.00%$200Q1 2026OLDER
ORG Partners LLC$568M AUM0.00%$290Q3 2025OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$15,681546Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$280Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$57420Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$291Q1 2026OLDER

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