VANECK ETF TRUST
CUSIP 92189F601
Vaneck Etf Trust has 511 institutional holders in Filings Flow’s 13F database, together reporting 15.31M shares worth $1.9B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
511
Q1 2026
Reported Value
$1.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Lloyd Harbor Capital Management, LLC$245M AUM | 10.07% | $25M | 185.0K | Q1 2026OLDER |
| SAGE PRIVATE WEALTH GROUP, LLC$199M AUM | 6.36% | $13M | 94.8K | Q1 2026OLDER |
| Kiker Wealth Management, LLC$209M AUM | 5.49% | $12M | 86.3K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 5.09% | $9M | 64.8K | Q1 2026OLDER |
| 360 Financial, Inc.$332M AUM | 4.94% | $16M | 123.1K | Q1 2026OLDER |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 3.62% | $11M | 84.2K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 3.32% | $18M | 136.9K | Q1 2026OLDER |
| Paller Financial Services Inc$134M AUM | 2.88% | $4M | 33.2K | Q2 2026 |
| RWQ Financial Management Services, Inc.$153M AUM | 2.38% | $4M | 27.5K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 2.31% | $9M | 68.6K | Q1 2026OLDER |
| Retirement Management Systems Inc.$415M AUM | 1.97% | $8M | 61.4K | Q1 2026OLDER |
| Tepp RIA, LLC$128M AUM | 1.92% | $2M | 18.4K | Q1 2026OLDER |
| Bucket List Wealth Management, LLC$166M AUM | 1.90% | $3M | 23.7K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 1.65% | $2M | 18.4K | Q1 2026OLDER |
| Stegent Equity Advisors, Inc.$117M AUM | 1.59% | $2M | 14.0K | Q1 2026OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 1.50% | $2M | 17.3K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 1.47% | $3M | 19.6K | Q1 2026OLDER |
| StoneCrest Wealth Management, Inc.$313M AUM | 1.43% | $4M | 38.6K | Q2 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 1.40% | $19M | 140.1K | Q1 2026OLDER |
| Fiduciary Planning LLC$331M AUM | 1.37% | $5M | 34.0K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 1.34% | $8M | 67.2K | Q2 2026 |
| EWG Elevate Inc.$320M AUM | 1.29% | $4M | 30.4K | Q3 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 1.20% | $3M | 26.2K | Q2 2026 |
| StoneX Group Inc.$1.9B AUM | 1.15% | $21M | 160.6K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 1.10% | $2M | 12.3K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 1.07% | $10M | 73.6K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 1.07% | $2M | 12.4K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 1.05% | $9M | 70.0K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 1.04% | $2M | 17.4K | Q1 2026OLDER |
| AGH Wealth Advisors, LLC$136M AUM | 1.03% | $1M | 10.6K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.00% | $2M | 15.6K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 1.00% | $3M | 21.3K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.97% | $3M | 19.8K | Q1 2026OLDER |
| Massar Capital Management, LP$934M AUM | 0.87% | $8M | 61.1K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.84% | $3M | 21.6K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.81% | $1M | 8.9K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 0.80% | $3M | 20.0K | Q1 2026OLDER |
| Drake & Associates, LLC$525M AUM | 0.77% | $4M | 30.5K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.77% | $3M | 19.2K | Q1 2026OLDER |
| Wealth Intelligence, LLC$208M AUM | 0.72% | $1M | 11.2K | Q1 2026OLDER |
| MinichMacGregor Wealth Management, LLC$567M AUM | 0.71% | $4M | 30.1K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.70% | $4M | 29.1K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.69% | $7M | 51.1K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.69% | $6M | 42.0K | Q1 2026OLDER |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.67% | $3M | 20.7K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.67% | $5M | 35.6K | Q1 2026OLDER |
| Clarus Wealth Advisors$235M AUM | 0.65% | $2M | 11.6K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.64% | $6M | 42.4K | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 0.63% | $735,209 | 5.5K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.63% | $2M | 12.0K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.61% | $1M | 9.8K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.60% | $2M | 13.3K | Q2 2026 |
| Ferguson Shapiro LLC$342M AUM | 0.60% | $2M | 17.6K | Q2 2026 |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.57% | $1M | 10.5K | Q1 2026OLDER |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.56% | $1M | 9.6K | Q1 2026OLDER |
| Pettinga Financial Advisors LLC$624M AUM | 0.54% | $3M | 29.2K | Q2 2026 |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.54% | $3M | 24.7K | Q1 2026OLDER |
| Rubicon Advisors, GP$115M AUM | 0.53% | $609,892 | 4.6K | Q1 2026OLDER |
| Aft, Forsyth & Sober, LLC$328M AUM | 0.53% | $2M | 13.0K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.52% | $2M | 12.4K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.51% | $7M | 58.3K | Q2 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.51% | $4M | 20.4K | Q1 2026OLDER |
| Bayshore Capital Advisors, LLC$237M AUM | 0.50% | $1M | 9.0K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.50% | $1M | 8.5K | Q1 2026OLDER |
| Bauman Advisory Group, LLC$143M AUM | 0.48% | $688,408 | 5.2K | Q1 2026OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.47% | $1M | 9.9K | Q1 2026OLDER |
| WT Wealth Management$336M AUM | 0.44% | $1M | 11.2K | Q1 2026OLDER |
| CHANNING GLOBAL ADVISORS, LLC$171M AUM | 0.44% | $754,655 | 5.7K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.43% | $2M | 19.6K | Q2 2026 |
| VectorGlobal IAG, Inc.$385M AUM | 0.38% | $1M | 11.1K | Q2 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.38% | $11M | 86.0K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.38% | $1M | 8.6K | Q1 2026OLDER |
| VVR Holdings LLC$194M AUM | 0.37% | $723,832 | 5.4K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.37% | $5M | 37.7K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.37% | $1M | 11.2K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.36% | $448,184 | 3.4K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.36% | $965,660 | 7.3K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.34% | $887,712 | 6.7K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.33% | $1M | 8.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.33% | $709,104 | 5.3K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.32% | $4M | 31.3K | Q1 2026OLDER |
| Sterling Investment Counsel, LLC$357M AUM | 0.31% | $1M | 8.3K | Q1 2026OLDER |
| FWG Holdings, LLC$265M AUM | 0.31% | $809,843 | 5.3K | Q4 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.31% | $632,386 | 4.7K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.31% | $576,790 | 4.1K | Q1 2026OLDER |
| Anson Capital, Inc.$146M AUM | 0.30% | $438,994 | 3.3K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.30% | $718,425 | 5.4K | Q1 2026OLDER |
| Symphony Financial, Ltd. Co.$755M AUM | 0.29% | $2M | 17.1K | Q1 2026OLDER |
| KRAEMATON INVESTMENT ADVISORS, INC$123M AUM | 0.29% | $357,852 | 2.7K | Q1 2026OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.29% | $619,583 | 4.7K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.28% | $717,182 | 5.3K | Q3 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.27% | $1M | 8.6K | Q1 2026OLDER |
| Tower Wealth Partners, Inc.$181M AUM | 0.26% | $476,554 | 3.6K | Q1 2026OLDER |
| Itau Unibanco Holding S.A.$4.3B AUM | 0.26% | $11M | 85.0K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.26% | $4M | 26.9K | Q1 2026OLDER |
| JBR Co Financial Management Inc$274M AUM | 0.26% | $711,073 | 6.1K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.26% | $5M | 40.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.25% | $7M | 49.8K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 0.24% | $388,181 | 2.9K | Q1 2026OLDER |
| Steele Capital Management, Inc.$2.4B AUM | 0.24% | $6M | 44.0K | Q1 2026OLDER |
| Black Swift Group, LLC$571M AUM | 0.23% | $1M | 9.5K | Q3 2025OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.23% | $866,801 | 6.5K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.21% | $409,692 | 3.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.20% | $10M | 73.1K | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.20% | $689,327 | 5.5K | Q4 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.19% | $1M | 8.0K | Q1 2026OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.19% | $1M | 9.9K | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.19% | $1M | 8.7K | Q3 2025OLDER |
| Castleview Partners, LLC$195M AUM | 0.18% | $334,242 | 2.5K | Q3 2025OLDER |
| Certified Advisory Corp$1.1B AUM | 0.18% | $2M | 15.0K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.18% | $509,653 | 3.8K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.17% | $655,402 | 4.9K | Q1 2026OLDER |
| Goldenstone Wealth Management LLC$137M AUM | 0.17% | $233,520 | 1.8K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.17% | $2M | 15.7K | Q2 2026 |
| FLAGSTAR ADVISORS INC$276M AUM | 0.17% | $458,536 | 3.4K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.17% | $333,502 | 2.5K | Q1 2026OLDER |
| ATX Financial Planning, LLC$132M AUM | 0.16% | $217,100 | 1.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.16% | $761,380 | 5.7K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 0.16% | $314,702 | 2.7K | Q2 2026 |
| Pioneer Family Office, LLC$156M AUM | 0.16% | $247,733 | 1.9K | Q1 2026OLDER |
| Global View Capital Management LLC$377M AUM | 0.16% | $588,566 | 4.4K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.16% | $7M | 54.7K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.16% | $665,477 | 5.0K | Q1 2026OLDER |
| Bedell Frazier Investment Counselling, LLC$495M AUM | 0.15% | $766,243 | 5.8K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.15% | $4M | 28.3K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.15% | $1M | 8.1K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.15% | $1M | 9.5K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.15% | $417,155 | 3.1K | Q1 2026OLDER |
| Mirabaud & Cie SA$249M AUM | 0.15% | $365,337 | 3.1K | Q2 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.15% | $1M | 7.8K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.15% | $376,635 | 2.8K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.15% | $266,247 | 2.0K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.14% | $163,824 | 1.2K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.14% | $1M | 8.8K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.14% | $399,022 | 3.2K | Q4 2025OLDER |
| Greenbush Financial Group, LLC$302M AUM | 0.14% | $423,888 | 3.2K | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.14% | $311,265 | 2.3K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.14% | $822,848 | 6.2K | Q1 2026OLDER |
| Athena Investment Management$193M AUM | 0.14% | $266,380 | 2.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.14% | $6M | 48.3K | Q4 2025OLDER |
| Faithward Advisors, LLC$701M AUM | 0.14% | $960,300 | 7.2K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.14% | $671,944 | 5.0K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.14% | $3M | 23.1K | Q3 2025OLDER |
| ARWA LLC$202M AUM | 0.13% | $272,456 | 2.0K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.13% | $562,133 | 4.2K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.13% | $647,969 | 4.9K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.13% | $251,280 | 2.2K | Q2 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.13% | $2M | 13.3K | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.13% | $681,267 | 5.9K | Q2 2026 |
| RDA Financial Network$459M AUM | 0.13% | $577,479 | 5.0K | Q2 2026 |
| Almanack Investment Partners, LLC.$592M AUM | 0.13% | $740,690 | 5.6K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.12% | $2M | 18.7K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.12% | $6M | 44.7K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.12% | $994,446 | 7.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.12% | $968,824 | 7.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.12% | $666,698 | 5.4K | Q4 2025OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.12% | $338,685 | 2.5K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.12% | $8M | 59.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.12% | $3M | 24.5K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.11% | $318,857 | 2.4K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.11% | $1M | 10.5K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.11% | $308,318 | 2.7K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.11% | $5M | 35.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.11% | $2M | 12.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.11% | $535,424 | 4.0K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.10% | $1M | 10.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.10% | $3M | 20.2K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.10% | $4M | 32.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.10% | $3M | 22.6K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.10% | $206,311 | 1.5K | Q1 2026OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.09% | $341,084 | 2.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $20M | 147.7K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.09% | $8M | 56.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.09% | $2M | 11.6K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.09% | $418,887 | 3.8K | Q2 2026 |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.09% | $674,208 | 5.1K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.09% | $348,941 | 2.6K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.09% | $312,258 | 2.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.08% | $3M | 23.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.08% | $30M | 224.9K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.08% | $109,615 | 823 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.08% | $3M | 18.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.08% | $303M | 2.27M | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.08% | $101,873 | 751 | Q3 2025OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.08% | $223,626 | 1.7K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 0.08% | $255,725 | 1.9K | Q1 2026OLDER |
| Daybright Advisory Services, Inc.$361M AUM | 0.08% | $274,041 | 2.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.08% | $169,331 | 1.5K | Q2 2026 |
| Brady Martz Wealth Solutions, LLC$587M AUM | 0.08% | $444,455 | 3.3K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.07% | $172,329 | 1.6K | Q2 2026 |
| FRG Family Wealth Advisors LLC$611M AUM | 0.07% | $452,180 | 3.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.07% | $2M | 12.6K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.07% | $639,312 | 4.8K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.07% | $202,995 | 1.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.07% | $1M | 9.7K | Q2 2026 |
| AIRE ADVISORS, LLC$547M AUM | 0.07% | $396,133 | 3.0K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 12.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.07% | $6M | 42.6K | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.07% | $213,758 | 1.6K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.07% | $311,995 | 2.3K | Q3 2025OLDER |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.07% | $5M | 37.3K | Q3 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.07% | $2M | 13.9K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.07% | $271,708 | 2.0K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.07% | $6M | 47.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $63M | 471.0K | Q1 2026OLDER |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.07% | $239,469 | 1.9K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.07% | $4M | 32.2K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 0.06% | $240,551 | 1.8K | Q1 2026OLDER |
| AVALON CAPITAL MANAGEMENT$354M AUM | 0.06% | $226,423 | 1.7K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.06% | $258,255 | 1.9K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.06% | $490,290 | 3.6K | Q3 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.06% | $394,857 | 3.0K | Q1 2026OLDER |
| CCG WEALTH MANAGEMENT, LLC$369M AUM | 0.06% | $220,610 | 1.7K | Q1 2026OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.06% | $2M | 14.6K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.06% | $780,492 | 5.9K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.06% | $246,402 | 1.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 12.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.06% | $16M | 121.1K | Q2 2026 |
| Ironwood Financial, llc$573M AUM | 0.06% | $332,842 | 2.5K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.06% | $2M | 15.9K | Q1 2026OLDER |
| SageGuard Financial Group, LLC$646M AUM | 0.06% | $372,047 | 2.8K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.06% | $596,559 | 4.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.06% | $727,128 | 5.0K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.05% | $1M | 9.1K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.05% | $389,048 | 2.9K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.05% | $1M | 8.1K | Q1 2026OLDER |
| SFMG, LLC$1.5B AUM | 0.05% | $745,598 | 5.6K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.05% | $202,255 | 1.5K | Q3 2025OLDER |
| Family Manage LLC$834M AUM | 0.05% | $419,815 | 3.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.05% | $1M | 11.1K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.05% | $445,787 | 3.3K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.05% | $459,565 | 3.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 72.7K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.05% | $736,898 | 5.5K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.05% | $1M | 10.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.05% | $94,831 | 712 | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.05% | $682,599 | 5.1K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $212,704 | 1.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.05% | $3M | 20.8K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.05% | $136,460 | 1.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.05% | $4M | 30.9K | Q1 2026OLDER |
| Hamilton Wealth, LLC$513M AUM | 0.05% | $246,289 | 2.0K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $4M | 32.2K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.05% | $320,722 | 2.4K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 0.05% | $119,871 | 900 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.05% | $33M | 245.9K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.05% | $70,191 | 527 | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.05% | $280,304 | 2.1K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.05% | $90,675 | 681 | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 0.04% | $264,550 | 2.3K | Q2 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.04% | $382,154 | 3.3K | Q2 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.04% | $2M | 12.5K | Q1 2026OLDER |
| Castle Rock Wealth Management, LLC$509M AUM | 0.04% | $212,395 | 1.8K | Q2 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.04% | $1M | 11.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 8.3K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 12.9K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.04% | $608,129 | 4.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $1M | 10.6K | Q1 2026OLDER |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.04% | $251,638 | 1.8K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.04% | $3M | 23.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $25M | 188.0K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.04% | $279,077 | 2.2K | Q4 2025OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $636,043 | 4.8K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.04% | $265,431 | 2.0K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $38M | 286.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 17.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $276,052 | 2.0K | Q3 2025OLDER |
| Banco BTG Pactual S.A.$1.1B AUM | 0.03% | $364,541 | 2.7K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $220,429 | 1.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 43.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $1M | 9.0K | Q2 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $784,034 | 5.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $2M | 11.4K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.03% | $57,004 | 428 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.03% | $2M | 18.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 18.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 20.4K | Q1 2026OLDER |
| PRUDENTIAL PLC$17.1B AUM | 0.03% | $5M | 37.0K | Q1 2026OLDER |
| Brentview Investment Management LLC$231M AUM | 0.03% | $66,595 | 500 | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 7.4K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $521,832 | 3.9K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.03% | $7M | 49.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $512,933 | 3.9K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.03% | $293,497 | 2.2K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $356,683 | 2.7K | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.03% | $112,053 | 841 | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $436,910 | 3.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $82M | 611.9K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.03% | $37,197 | 274 | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.02% | $210,477 | 1.6K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.02% | $108,604 | 815 | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.02% | $62,100 | 500 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 47.7K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.02% | $1M | 8.2K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $1M | 11.0K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $12M | 86.9K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 40.7K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $555,743 | 4.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 28.7K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $605,716 | 4.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $822,635 | 6.2K | Q1 2026OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.02% | $580,079 | 4.7K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 10.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 34.0K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 0.02% | $49,280 | 370 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 13.6K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $768,205 | 6.6K | Q2 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $407,777 | 2.9K | Q1 2026OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.02% | $891,854 | 6.6K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 13.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $372,882 | 2.8K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.02% | $261,985 | 2.0K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.02% | $261,653 | 2.0K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $37,260 | 300 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $11M | 79.0K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.02% | $410,016 | 3.3K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $297,148 | 2.2K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $260,520 | 2.0K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.02% | $23,953 | 179.8K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.02% | $188,064 | 1.4K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $557,400 | 4.2K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $295,857 | 2.2K | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.02% | $27,945 | 225 | Q4 2025OLDER |
| EPG Wealth Management LLC$369M AUM | 0.02% | $62,559 | 470 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 7.8K | Q1 2026OLDER |
| TCM Advisors, LLC$1.4B AUM | 0.02% | $226,423 | 1.7K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.02% | $265,801 | 2.0K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $44,299 | 381 | Q2 2026 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.02% | $12M | 93.3K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $26,638 | 200 | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.02% | $30,634 | 230 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $143,221 | 1.1K | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $491,751 | 3.7K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $93,233 | 700 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 18.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $523,468 | 3.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $233,954 | 1.8K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $472,848 | 3.5K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.01% | $226,738 | 1.7K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $765,709 | 5.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $185,808 | 1.4K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $47,444 | 382 | Q4 2025OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $430,913 | 3.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $153,302 | 1.2K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $601,648 | 4.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $695,426 | 6.0K | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $989,569 | 7.4K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $220,715 | 1.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $68M | 510.9K | Q2 2026 |
| Caprock Group, LLC$4.1B AUM | 0.01% | $505,827 | 3.8K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $74,453 | 559 | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $14,234 | 107 | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $400,236 | 3.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $2M | 11.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $296,811 | 2.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $24M | 182.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $153M | 1.15M | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $624,660 | 4.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $972,862 | 7.3K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $401,035 | 3.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $798,470 | 6.0K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $949,751 | 7.0K | Q3 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.01% | $13,319 | 100 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 30.3K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.01% | $48,215 | 362 | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $320,825 | 2.4K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $34,363 | 258 | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $533,920 | 4.0K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.01% | $20,615 | 155 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $55M | 412.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.01% | $221,816 | 1.9K | Q2 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $213,164 | 1.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $582,382 | 4.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $35M | 261.8K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $422,078 | 3.2K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $298,079 | 2.2K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $12,653 | 95 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $14M | 108.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.01% | $22,363 | 153 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.01% | $45,285 | 340 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $141M | 1.13M | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.01% | $201,977 | 1.5K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $504,504 | 3.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $453,039 | 3.6K | Q4 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.01% | $89,237 | 670 | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.01% | $13,648 | 102 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 54.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $50M | 376.5K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $237,357 | 2.0K | Q2 2026 |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $382,122 | 2.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $44M | 328.1K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $343,950 | 2.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $830,003 | 6.2K | Q1 2026OLDER |
| VAN DEN BERG MANAGEMENT I, INC$436M AUM | 0.01% | $28,769 | 216 | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $203,710 | 1.5K | Q1 2026OLDER |
| Eukles Asset Management$224M AUM | 0.01% | $14,385 | 108 | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.01% | $21,464 | 460 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 23.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 12.7K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 34.7K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $64,331 | 483 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $213,950 | 1.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $86,662 | 645 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $236,413 | 1.8K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $290,469 | 2.1K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $22,408 | 168 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $600,459 | 4.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $473,594 | 3.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $436,465 | 3.3K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.01% | $87,518 | 657 | Q2 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $483,080 | 3.6K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $8,657 | 70 | Q4 2025OLDER |
| Truepoint, Inc.$4.5B AUM | 0.00% | $215,368 | 1.6K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.00% | $32,632 | 245 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $332,842 | 2.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $24,907 | 187 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $581,833 | 4.4K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $15,779 | 127 | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.00% | $44,836 | 361 | Q4 2025OLDER |
| Cresta Advisors, Ltd.$244M AUM | 0.00% | $9,936 | 80 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $231,234 | 1.7K | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $78,646 | 590 | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.00% | $10,922 | 82 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $265,415 | 2.0K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $293,018 | 2.2K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $433,533 | 3.3K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $338,284 | 2.5K | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $3M | 20.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 21.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 13.1K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $26,638 | 200 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $559,305 | 4.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 13.6K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 14.4K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $375,463 | 2.8K | Q1 2026OLDER |
| SUMMER ROAD LLC$142M AUM | 0.00% | $4,094 | 31 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $118,296 | 888 | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $24,773 | 186 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $706,571 | 5.2K | Q3 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $32,474 | 280 | Q2 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $1M | 10.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $266,030 | 2.0K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $24,507 | 184 | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.00% | $17,581 | 132 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $33,054 | 285 | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $18M | 136.4K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $6,783 | 50 | Q3 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $492,914 | 3.7K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $13,294 | 98 | Q3 2025OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $510,588 | 3.8K | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $19,046 | 143 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $285,309 | 2.1K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.00% | $3,820 | 29 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $3,330 | 25 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $6,793 | 51 | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $320,455 | 2.4K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $303,418 | 2.3K | Q1 2026OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $271,300 | 2.0K | Q3 2025OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.00% | $8,125 | 61 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $9,271 | 69 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $21,708 | 163 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 28.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $213,648 | 1.6K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $47,000 | 350 | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $45,018 | 338 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $3M | 21.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $413,554 | 3.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $841,095 | 6.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $2,131 | 16 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 7.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 16.4K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $75,667 | 568 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $7,991 | 60 | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.00% | $976,680 | 7.2K | Q3 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $864,936 | 6.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $12,786 | 96 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $6M | 42.9K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $3,330 | 25 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $227,214 | 1.7K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $9,723 | 73 | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $1,731 | 13 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $19,313 | 145 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $15,583 | 117 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $204,108 | 1.6K | Q4 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $335,905 | 2.5K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $17,049 | 128 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 7.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $46,008 | 345 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $620,799 | 4.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $200,585 | 1.5K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $209,641 | 1.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $178,684 | 1.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 66.6K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $14,252 | 107 | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $2,981 | 24 | Q4 2025OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,490 | 12 | Q4 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $13,652 | 103 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $7M | 56.0K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $1M | 7.6K | Q3 2025OLDER |
| EDMOND DE ROTHSCHILD HOLDING S.A.$6.9B AUM | 0.00% | $51,547 | 380 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.