SEC 13F Intelligence

VANECK ETF TRUST

CUSIP 92189F791

Vaneck Etf Trust has 464 institutional holders in Filings Flow’s 13F database, together reporting 38.17M shares worth $4.2B as of Q1 2026. The largest reported holders are Bank Of Montreal /Can/, Ubs Group AG, and Bnp Paribas Financial Markets.

Institutional Holders
464
Q1 2026
Reported Value
$4.2B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 165Q4 ’18Q1 ’19: 174Q2 ’19: 155Q2 ’19Q3 ’19: 181Q2 ’21: 269Q2 ’21Q4 ’21: 248Q4 ’22: 267Q4 ’22Q4 ’25: 431Q1 ’26: 464Q1 ’26Q2 ’26: 36filingsflow.com
Total reported value
Q4 ’18: $81.7BQ4 ’18Q1 ’19: $4.2BQ2 ’19: $35.9BQ2 ’19Q3 ’19: $18.1BQ2 ’21: $23.5BQ2 ’21Q4 ’21: $49.8BQ4 ’22: $2.6BQ4 ’22Q4 ’25: $4.2BQ1 ’26: $4.2BQ1 ’26Q2 ’26: $134Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV$188M AUM25.60%$48M401.9KQ2 2026
Eschler Asset Management LLP$100M AUM25.18%$25M210.4KQ1 2026OLDER
GeoSphere Capital Management, LLC$229M AUM8.99%$27M240.0KQ4 2025OLDER
Panview Capital Ltd$467M AUM8.77%$41M341.4KQ1 2026OLDER
ABBINGTON INVESTMENT GROUP$172M AUM5.53%$9M79.1KQ1 2026OLDER
INTREPID FAMILY OFFICE LLC$124M AUM4.85%$6M50.0KQ1 2026OLDER
Lingotto Investment Management LLP$5.1B AUM4.72%$239M1.99MQ1 2026OLDER
Nearwater Capital Markets, Ltd$4.2B AUM4.64%$197M1.64MQ1 2026OLDER
Anson Funds Management LP$2.3B AUM4.19%$48M400.0KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM3.79%$17M144.9KQ1 2026OLDER
Copley Financial Group, Inc.$166M AUM3.39%$6M46.8KQ1 2026OLDER
Kercheville Advisors, LLC$313M AUM3.28%$10M85.4KQ1 2026OLDER
Heartwood Wealth Advisors LLC$1.1B AUM3.12%$36M298.2KQ1 2026OLDER
Inlight Wealth Management, LLC$270M AUM2.59%$7M62.1KQ4 2025OLDER
Riggs Asset Managment Co. Inc.$486M AUM2.55%$12M103.0KQ1 2026OLDER
BEARING POINT CAPITAL, LLC$638M AUM2.53%$16M134.6KQ1 2026OLDER
TCFG Investment Advisors, LLC$267M AUM2.46%$7M54.8KQ1 2026OLDER
TCFG WEALTH MANAGEMENT, LLC$267M AUM2.46%$7M54.8KQ1 2026OLDER
P SCHOENFELD ASSET MANAGEMENT LP$184M AUM2.21%$6M55.0KQ4 2025OLDER
Deltroit Asset Management (UK) LLP$623M AUM2.16%$13M112.0KQ1 2026OLDER
Corecam AG$117M AUM2.11%$2M20.6KQ1 2026OLDER
MRA Advisory Group$276M AUM2.04%$6M57.2KQ2 2026
CURA WEALTH ADVISORS, LLC$223M AUM2.03%$5M37.8KQ1 2026OLDER
Realta Investment Advisors$288M AUM1.97%$6M47.2KQ1 2026OLDER
Gemsstock Ltd.$949M AUM1.92%$15M133.6KQ4 2025OLDER
Vanderbilt University$526M AUM1.89%$10M83.1KQ1 2026OLDER
CHELSEA COUNSEL CO$225M AUM1.88%$4M35.3KQ2 2026
Corecam Pte. Ltd.$231M AUM1.85%$4M35.5KQ1 2026OLDER
MOON CAPITAL MANAGEMENT LP$166M AUM1.73%$3M23.9KQ1 2026OLDER
Payne Capital LLC$109M AUM1.60%$2M15.9KQ3 2025OLDER
West Family Investments, Inc.$285M AUM1.45%$4M34.5KQ1 2026OLDER
K2 PRINCIPAL FUND, L.P.$1.4B AUM1.45%$21M172.5KQ1 2026OLDER
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM1.39%$18M150.1KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM1.35%$3M26.6KQ1 2026OLDER
Beirne Wealth Consulting Services, LLC$354M AUM1.27%$4M37.3KQ1 2026OLDER
Jain Global LLC$24.2B AUM1.24%$299M2.49MQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM1.23%$5M40.8KQ1 2026OLDER
LSP Investment Advisors, LLC$138M AUM1.18%$2M13.6KQ1 2026OLDER
Camarda Financial Advisors, LLC$190M AUM1.18%$2M18.7KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM1.15%$7M58.3KQ1 2026OLDER
RIA Advisory Group LLC$421M AUM1.11%$5M39.0KQ1 2026OLDER
LONESTAR CAPITAL MANAGEMENT LLC$671M AUM1.07%$7M60.0KQ1 2026OLDER
Aster Capital Management (DIFC) Ltd$306M AUM1.04%$3M55.8KQ1 2026OLDER
TORNO CAPITAL, LLC$725M AUM1.04%$5M41.0KQ4 2025OLDER
Carrera Capital Advisors$649M AUM0.98%$6M53.1KQ1 2026OLDER
TBH Global Asset Management, LLC$497M AUM0.94%$6M63.0KQ4 2025OLDER
Nokomis Capital, L.L.C.$349M AUM0.91%$3M26.3KQ1 2026OLDER
Norman Fields, Gottscho Capital Management, LLC$330M AUM0.82%$3M27.7KQ2 2026
Marathon Strategic Advisors, LLC$139M AUM0.82%$1M9.4KQ1 2026OLDER
DCF Advisers, LLC$375M AUM0.80%$3M25.0KQ1 2026OLDER
Beverly Hills Private Wealth, LLC$600M AUM0.77%$5M38.7KQ1 2026OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM0.76%$5M42.7KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.75%$10M86.2KQ1 2026OLDER
Freemont Management S.A.$661M AUM0.73%$5M40.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.72%$9M80.1KQ1 2026OLDER
PCG Wealth Advisors, LLC$395M AUM0.71%$3M23.5KQ1 2026OLDER
Rafferty Asset Management, LLC$24.6B AUM0.70%$172M1.43MQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.68%$19M160.3KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.68%$3M30.6KQ3 2025OLDER
NWAM LLC$1.7B AUM0.67%$12M97.5KQ1 2026OLDER
RHODES INVESTMENT ADVISORS INC /ADV$116M AUM0.62%$722,6416.0KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.62%$3M25.5KQ2 2026
Holcombe Financial, Inc.$170M AUM0.60%$1M8.5KQ1 2026OLDER
BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM0.59%$924,3087.7KQ1 2026OLDER
New Harbor Financial Group, LLC$567M AUM0.58%$3M27.2KQ1 2026OLDER
Everstar Asset Management, LLC$188M AUM0.57%$1M8.9KQ1 2026OLDER
Murchinson Ltd.$791M AUM0.57%$5M37.5KQ1 2026OLDER
Grand Central Investment Group$135M AUM0.57%$764,4156.4KQ1 2026OLDER
LGL PARTNERS, LLC$243M AUM0.56%$1M11.3KQ1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM0.55%$627,0895.2KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.55%$15M123.0KQ1 2026OLDER
SeaBridge Investment Advisors LLC$591M AUM0.51%$3M25.3KQ1 2026OLDER
Black Maple Capital Management LP$179M AUM0.48%$688,3696.0KQ4 2025OLDER
SPWM Advisors LLC$115M AUM0.46%$531,2294.1KQ1 2026OLDER
Banco BTG Pactual S.A.$1.1B AUM0.43%$3M30.0KQ3 2025OLDER
Mizuho Markets Cayman LP$1.9B AUM0.43%$8M66.7KQ1 2026OLDER
Cypress Capital Group$889M AUM0.42%$4M31.5KQ1 2026OLDER
Heck Capital Advisors, LLC$1.3B AUM0.41%$5M54.0KQ3 2025OLDER
DBK Financial Counsel, LLC$132M AUM0.41%$545,1024.5KQ2 2026
PERISCOPE CAPITAL INC.$902M AUM0.41%$4M31.5KQ4 2025OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.41%$6M59.5KQ2 2026
Connective Capital Management, LLC$121M AUM0.40%$487,1224.1KQ1 2026OLDER
SUMMER ROAD LLC$142M AUM0.40%$546,1444.8KQ4 2025OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.39%$4M31.4KQ1 2026OLDER
Scientech Research LLC$120M AUM0.35%$417,3793.5KQ1 2026OLDER
STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM0.33%$3M26.3KQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.32%$4M35.2KQ1 2026OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.32%$3M22.7KQ1 2026OLDER
Quantum Portfolio Management LLC$230M AUM0.32%$729,4836.1KQ1 2026OLDER
Palogic Value Management, L.P.$237M AUM0.31%$739,5706.5KQ4 2025OLDER
Wellington Shields Capital Management, LLC$666M AUM0.31%$2M16.9KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.30%$62M630.4KQ3 2025OLDER
Hara Capital LLC$200M AUM0.30%$593,3584.9KQ1 2026OLDER
ION Fund Management Ltd$707M AUM0.30%$2M17.4KQ1 2026OLDER
TPG Advisors LLC$160M AUM0.29%$468,9963.9KQ1 2026OLDER
Main Street Financial Solutions, LLC$1.3B AUM0.29%$4M33.9KQ4 2025OLDER
VAN DEN BERG MANAGEMENT I, INC$436M AUM0.28%$1M10.4KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.28%$12M108.3KQ4 2025OLDER
Crestmont Private Wealth LLC$317M AUM0.28%$885,2957.4KQ1 2026OLDER
Accordant Advisory Group Inc$161M AUM0.28%$444,8693.7KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.28%$312,9263.2KQ2 2026
Fortis Advisors, LLC$200M AUM0.27%$545,6284.5KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.27%$6M49.7KQ1 2026OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.27%$5M40.7KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.27%$719M5.99MQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.26%$4M30.6KQ1 2026OLDER
Ballew Advisors, Inc$194M AUM0.25%$488,8824.8KQ2 2026
JMN Financial LLC$102M AUM0.25%$252,9242.1KQ1 2026OLDER
360 Financial, Inc.$332M AUM0.23%$754,9976.3KQ1 2026OLDER
Monaco Asset Management SAM$542M AUM0.22%$1M10.0KQ1 2026OLDER
Polymer Capital Management (HK) LTD$1.2B AUM0.22%$2M15.8KQ3 2025OLDER
O'Brien Greene & Co. Inc$353M AUM0.21%$756,2526.3KQ1 2026OLDER
WESPAC Advisors SoCal, LLC$470M AUM0.21%$996,0928.3KQ1 2026OLDER
BANK OF NOVA SCOTIA$57.2B AUM0.21%$120M1.00MQ1 2026OLDER
City Center Advisors, LLC$123M AUM0.20%$208,2602.1KQ3 2025OLDER
Ion Asset Management Ltd.$911M AUM0.20%$2M18.5KQ3 2025OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.19%$6M50.0KQ4 2025OLDER
SOUTHERN CAPITAL ADVISORS, LLC$214M AUM0.19%$402,5944.1KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.19%$388M1.50MQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.19%$323,0282.7KQ1 2026OLDER
Clear Point Advisors Inc.$129M AUM0.18%$235,6472.0KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.18%$1M8.3KQ1 2026OLDER
Proficio Capital Partners LLC$1.9B AUM0.18%$3M27.8KQ1 2026OLDER
Approach Retirement Advisors, LLC$120M AUM0.18%$214,4291.8KQ1 2026OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.17%$2M17.7KQ2 2026
Asset One Wealth Management LLC$904M AUM0.17%$2M12.7KQ1 2026OLDER
Farrow Financial, Inc.$176M AUM0.16%$277,9782.8KQ3 2025OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.16%$3M22.6KQ1 2026OLDER
CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM0.15%$24M200.0KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.15%$1M11.4KQ1 2026OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.15%$43M379.0KQ4 2025OLDER
Southland Equity Partners LLC$513M AUM0.15%$752,0866.6KQ4 2025OLDER
DV EQUITIES, LLC$558M AUM0.14%$804,1977.1KQ4 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.14%$1M14.8KQ2 2026
Veracity Capital LLC$280M AUM0.14%$381,0273.2KQ1 2026OLDER
Keebeck Wealth Management$889M AUM0.14%$1M10.0KQ1 2026OLDER
TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM0.14%$430,3163.8KQ4 2025OLDER
Kiker Wealth Management, LLC$209M AUM0.13%$278,6712.3KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.13%$6M46.1KQ1 2026OLDER
Alchemi Wealth, LLC$180M AUM0.13%$232,7581.9KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.13%$939,0268.3KQ4 2025OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.13%$1M8.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.13%$10M79.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.13%$2M13.9KQ1 2026OLDER
SummitTX Capital, L.P.$3.2B AUM0.12%$4M36.1KQ4 2025OLDER
Massar Capital Management, LP$934M AUM0.12%$940,7859.5KQ3 2025OLDER
BAROMETER CAPITAL MANAGEMENT INC.$292M AUM0.12%$360,1203.0KQ1 2026OLDER
Regal Partners Ltd$1.8B AUM0.12%$2M18.9KQ1 2026OLDER
Wealth Preservation Advisors, LLC$120M AUM0.12%$146,2961.2KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.12%$8M79.2KQ3 2025OLDER
Rossby Financial, LCC$489M AUM0.12%$585,5444.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.12%$6M52.0KQ1 2026OLDER
Apriem Advisors$1.0B AUM0.11%$1M10.0KQ1 2026OLDER
Rock Point Advisors, LLC$370M AUM0.11%$406,5753.4KQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.11%$614,0055.1KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.11%$11M88.8KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.10%$6M53.5KQ1 2026OLDER
SHRIER WEALTH MANAGEMENT, LLC$296M AUM0.10%$303,5933.1KQ2 2026
Millstone Evans Group, LLC$167M AUM0.10%$168,2961.4KQ1 2026OLDER
Ketron Financial$279M AUM0.10%$275,0522.3KQ1 2026OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.10%$281,6142.3KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.10%$3M23.8KQ1 2026OLDER
Canoe Financial LP$7.3B AUM0.09%$7M57.5KQ1 2026OLDER
UBS Group AG$666.3B AUM0.09%$625M5.21MQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.09%$3M28.3KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.09%$2M16.8KQ2 2026
Twelve Points Wealth Management LLC$455M AUM0.09%$391,5813.2KQ4 2025OLDER
Sepio Capital, LP$1.8B AUM0.09%$2M13.5KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.09%$205M1.70MQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.09%$7M58.1KQ1 2026OLDER
Radnor Capital Management, LLC$676M AUM0.09%$576,1924.8KQ1 2026OLDER
B.O.S.S. Retirement Advisors, LLC$328M AUM0.08%$267,0422.3KQ4 2025OLDER
Cetera Investment Advisers$94.0B AUM0.08%$78M651.7KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.08%$8M67.6KQ1 2026OLDER
Peak Planning Group, LLC$228M AUM0.08%$287,2122.5KQ4 2025OLDER
XML Financial, LLC$1.2B AUM0.08%$945,5187.9KQ1 2026OLDER
LexAurum Advisors, LLC$771M AUM0.08%$583,4264.9KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.07%$2M14.1KQ4 2025OLDER
Walleye Trading LLC$60.0B AUM0.07%$43M361.4KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.07%$54M445.7KQ1 2026OLDER
Quadrant Private Wealth Management, LLC$646M AUM0.06%$418,6233.5KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.06%$753,4916.3KQ1 2026OLDER
Clearwater Capital Advisors, LLC$1.2B AUM0.06%$791,1846.6KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.06%$105,263877Q1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.06%$3M20.9KQ1 2026OLDER
Shoker Investment Counsel, Inc.$337M AUM0.06%$207,3451.7KQ1 2026OLDER
IBEX WEALTH ADVISORS$1.1B AUM0.06%$636,2125.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.06%$58M486.4KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.06%$1M8.6KQ1 2026OLDER
Sachetta, LLC$184M AUM0.06%$105,710881Q1 2026OLDER
SILVER OAK SECURITIES, INCORPORATED$1.4B AUM0.06%$777,4476.5KQ1 2026OLDER
Net Worth Advisory Group$482M AUM0.06%$271,5532.3KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.06%$4M29.5KQ1 2026OLDER
Artisan Partners Limited Partnership$62.3B AUM0.05%$34M284.7KQ1 2026OLDER
Walleye Capital LLC$24.0B AUM0.05%$13M109.0KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.05%$13M109.6KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.05%$1M10.1KQ1 2026OLDER
INVESTMENT HOUSE LLC$1.9B AUM0.05%$971,9648.1KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.05%$755,0517.7KQ2 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.05%$300,1002.5KQ1 2026OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.05%$206,9732.1KQ3 2025OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.05%$284,4502.5KQ4 2025OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.05%$10M84.6KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.05%$591,0774.9KQ1 2026OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.05%$888,1767.4KQ1 2026OLDER
American Money Management, LLC$632M AUM0.05%$287,3762.4KQ1 2026OLDER
Permanent Capital Management, LP$643M AUM0.05%$291,8972.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.05%$63M638.4KQ3 2025OLDER
Global Assets Advisory, LLC$349M AUM0.04%$157,1321.3KQ1 2026OLDER
INSPIRION WEALTH ADVISORS, LLC$874M AUM0.04%$388,1804.0KQ2 2026
DGS Capital Management, LLC$609M AUM0.04%$269,4902.2KQ1 2026OLDER
Pettinga Financial Advisors LLC$624M AUM0.04%$274,5112.8KQ2 2026
Blue Zone Wealth Advisors, LLC$491M AUM0.04%$213,1911.8KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.04%$247,7572.6KQ3 2025OLDER
Spinnaker Investment Group, LLC$491M AUM0.04%$222,1242.2KQ3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.04%$362M3.02MQ1 2026OLDER
Marex Group Ltd$15.8B AUM0.04%$6M52.5KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.04%$594,5015.2KQ2 2026
Vivaldi Capital Management LP$723M AUM0.04%$288,9962.5KQ4 2025OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.04%$741,4876.2KQ1 2026OLDER
IPG Investment Advisors LLC$582M AUM0.04%$210,4931.9KQ4 2025OLDER
WCG Wealth Advisors LLC$3.6B AUM0.04%$1M10.8KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.03%$996,6928.3KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.03%$7M55.0KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.03%$48,016400Q1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.03%$1M8.7KQ1 2026OLDER
NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM0.03%$227,3561.9KQ1 2026OLDER
Chemistry Wealth Management LLC$625M AUM0.03%$212,4162.2KQ2 2026
CITADEL ADVISORS LLC$618.5B AUM0.03%$210M1.75MQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.03%$140M1.17MQ1 2026OLDER
Vanguard National Trust Co$1.6B AUM0.03%$528,1764.4KQ1 2026OLDER
Morling Financial Advisors, LLC$325M AUM0.03%$108,244902Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.03%$58M589.7KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.03%$6M50.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.03%$1M9.0KQ1 2026OLDER
CANANDAIGUA NATIONAL CORP$1.1B AUM0.03%$360,1203.0KQ1 2026OLDER
Hemenway Trust Co LLC$1.2B AUM0.03%$396,1323.3KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.03%$1M12.2KQ1 2026OLDER
EVOKE WEALTH, LLC$5.6B AUM0.03%$2M14.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.03%$242M2.01MQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.03%$196M1.98MQ3 2025OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.03%$245,1632.2KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.03%$32M264.4KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.03%$1M12.1KQ1 2026OLDER
SAPIENT CAPITAL LLC$7.6B AUM0.03%$2M22.1KQ2 2026
Brookwood Investment Group LLC$810M AUM0.03%$225,0151.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.03%$7M60.3KQ1 2026OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.03%$16M125.6KQ1 2026OLDER
Argent Trust Co$2.9B AUM0.03%$742,7257.5KQ3 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.03%$286,2832.4KQ1 2026OLDER
CANANDAIGUA NATIONAL BANK & TRUST CO$1.2B AUM0.02%$294,7503.0KQ2 2026
HBW ADVISORY SERVICES LLC$949M AUM0.02%$230,9941.9KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.02%$30M249.2KQ1 2026OLDER
BALDWIN WEALTH PARTNERS LLC/MA$1.4B AUM0.02%$330,1102.8KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.02%$509,6634.5KQ4 2025OLDER
London & Capital Asset Management Ltd$9.2B AUM0.02%$2M20.0KQ4 2025OLDER
Cardinal Point Capital Management ULC$1.6B AUM0.02%$375,1253.1KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.02%$823,9726.9KQ1 2026OLDER
LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM0.02%$301,1802.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$16M135.7KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.02%$13M108.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.02%$594,7505.0KQ2 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM0.02%$1M14.4KQ2 2026
Cannell & Spears LLC$5.1B AUM0.02%$1M9.1KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.02%$42,254352Q1 2026OLDER
Centiva Capital, LP$13.6B AUM0.02%$2M22.3KQ3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.02%$23M193.4KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.02%$879,4737.3KQ1 2026OLDER
HCR Wealth Advisors$964M AUM0.02%$204,8041.8KQ4 2025OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.02%$212,3202.1KQ3 2025OLDER
HAP TRADING, LLC$1.4B AUM0.02%$280,93010.0KQ3 2025OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$848,7267.1KQ1 2026OLDER
HUB Investment Partners, LLC$4.2B AUM0.02%$759,2546.7KQ4 2025OLDER
Avestar Capital, LLC$1.6B AUM0.02%$303,7012.5KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.02%$30,010250Q1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.02%$2M13.5KQ1 2026OLDER
SIG BROKERAGE, LP$3.8B AUM0.02%$720,2406.0KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.02%$84,388703Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.02%$71M589.9KQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.02%$12M120.0KQ3 2025OLDER
Magnus Financial Group LLC$1.4B AUM0.02%$224,4751.9KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.02%$414,7283.6KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.02%$43M358.2KQ1 2026OLDER
Woodline Partners LP$26.4B AUM0.02%$5M39.2KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.02%$212,9172.2KQ2 2026
Sovran Advisors, LLC$1.3B AUM0.02%$223,2601.9KQ1 2026OLDER
Twin Tree Management, LP$4.7B AUM0.02%$813,3916.8KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.02%$92,431770Q1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.02%$3M22.6KQ1 2026OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.02%$223,7551.9KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M8.8KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.02%$1M10.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.02%$262M2.31MQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.02%$39,496329Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.02%$96,032800Q1 2026OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.02%$238,2792.0KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.02%$2M17.2KQ4 2025OLDER
Evercore Wealth Management, LLC$6.4B AUM0.02%$960,3208.0KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.01%$90,673801Q4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.01%$428,9477.5KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.01%$2M15.1KQ1 2026OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.01%$984,0888.2KQ1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.01%$29,290244Q1 2026OLDER
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM0.01%$9M75.0KQ1 2026OLDER
SCHWARTZ INVESTMENT COUNSEL INC$2.8B AUM0.01%$403,3343.4KQ1 2026OLDER
Stratos Wealth Advisors, LLC$1.6B AUM0.01%$230,8371.9KQ1 2026OLDER
EFG International AG$4.7B AUM0.01%$650,3775.4KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$267,2952.2KQ1 2026OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$576,1924.8KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$12M101.8KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.01%$4M32.4KQ1 2026OLDER
ARS Investment Partners, LLC$2.3B AUM0.01%$227,5602.0KQ4 2025OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.01%$188,5091.5KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.01%$4M30.0KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.01%$759,7336.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$12M101.2KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$270,9182.3KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$408,3914.2KQ2 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.01%$2M17.8KQ3 2025OLDER
Bridgewater Advisors Inc.$1.7B AUM0.01%$210,1721.6KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$10M80.0KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$270,4512.7KQ3 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$1M9.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.01%$2M20.0KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$417,4593.7KQ4 2025OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.01%$204,9811.7KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.01%$36,012300Q1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.01%$431,1083.6KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$258,6402.2KQ1 2026OLDER
Redwood Park Advisors LLC$150M AUM0.01%$18,006150Q1 2026OLDER
TruNorth Capital Management, LLC$522M AUM0.01%$59,418600Q3 2025OLDER
Welch Group, LLC$2.7B AUM0.01%$300,9533.0KQ3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M11.5KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.01%$101M838.8KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.01%$2M14.9KQ2 2026
MGO ONE SEVEN LLC$5.0B AUM0.01%$556,9864.6KQ1 2026OLDER
Edgestream Partners, L.P.$3.0B AUM0.01%$396,6373.5KQ4 2025OLDER
Douglass Winthrop Advisors, LLC$5.5B AUM0.01%$608,0035.1KQ1 2026OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.01%$96,032800Q1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.01%$159,4381.4KQ1 2026OLDER
Copia Wealth Management$146M AUM0.01%$15,845132Q1 2026OLDER
Banque Transatlantique SA$4.2B AUM0.01%$453,9913.8KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.01%$6M51.0KQ1 2026OLDER
HOWE & RUSLING INC$1.5B AUM0.01%$160,6141.3KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$376,3143.8KQ3 2025OLDER
Citizens National Bank Trust Department$601M AUM0.01%$60,020500Q1 2026OLDER
SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM0.01%$485,4424.0KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.01%$261,3502.2KQ1 2026OLDER
Trask Adam Roland$106M AUM0.01%$10,20385Q1 2026OLDER
Silver Grove Financial Group, Inc.$124M AUM0.01%$12,004100Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.01%$829,2536.9KQ1 2026OLDER
Roxbury Financial LLC$126M AUM0.01%$11,855121Q2 2026
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$856,3777.1KQ1 2026OLDER
Vermillion & White Wealth Management Group, LLC$174M AUM0.01%$17,067150Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$6M51.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$47M390.9KQ2 2026
Atlantic Union Bankshares Corp$5.2B AUM0.01%$459,8733.8KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.01%$79,827665Q1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$697,1925.8KQ1 2026OLDER
MIZUHO SECURITIES USA LLC$4.2B AUM0.01%$360,1203.0KQ1 2026OLDER
ORG Partners LLC$568M AUM0.01%$47,167414Q4 2025OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$111,637930Q1 2026OLDER
Clean Yield Group$355M AUM0.01%$28,810240Q1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$370,6253.1KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.01%$60,020500Q1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$285,5882.5KQ4 2025OLDER
DAGCO, INC.$461M AUM0.01%$33,879282Q1 2026OLDER
COMERICA BANK$25.1B AUM0.01%$2M16.2KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M8.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$2M12.9KQ1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.01%$666,9425.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.01%$405,3573.6KQ4 2025OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.01%$54,046475Q4 2025OLDER
Atria Investments, Inc$8.9B AUM0.01%$635,5055.3KQ1 2026OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.01%$12,545110Q4 2025OLDER
SPROTT INC.$3.4B AUM0.01%$240,3202.0KQ1 2026OLDER
IMA Advisory Services, Inc.$1.0B AUM0.01%$71,303594Q1 2026OLDER
PEAK6 LLC$42.6B AUM0.01%$3M24.1KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$291,3132.3KQ1 2026OLDER
Morton Brown Family Wealth, LLC$378M AUM0.01%$24,248202Q1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$276,0922.3KQ1 2026OLDER
Arlington Trust Co LLC$1.2B AUM0.01%$75,161765Q2 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$513,4704.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.01%$196,7211.6KQ1 2026OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.01%$228,0761.9KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.01%$3M23.5KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$97,420812Q1 2026OLDER
ISLAY CAPITAL MANAGEMENT, LLC$197M AUM0.01%$12,004100Q1 2026OLDER
JNBA Financial Advisors$1.2B AUM0.01%$72,024600Q1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$429,5723.6KQ1 2026OLDER
Blume Capital Management, Inc.$588M AUM0.01%$34,812290Q1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.01%$548,4624.6KQ1 2026OLDER
Nexus Investment Management ULC$715M AUM0.01%$42,014350Q1 2026OLDER
NorthRock Partners, LLC$6.2B AUM0.01%$352,0932.9KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.01%$4M33.5KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$226,7172.3KQ3 2025OLDER
WealthShield Partners, LLC$898M AUM0.01%$47,776398Q1 2026OLDER
LRI Investments, LLC$1.1B AUM0.01%$60,020500Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$17M143.1KQ1 2026OLDER
Chung Wu Investment Group, LLC$116M AUM0.01%$6,00250Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$1M11.9KQ2 2026
Integrated Wealth Concepts LLC$12.5B AUM0.00%$611,4945.1KQ1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$15,606130Q1 2026OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$881,4717.3KQ1 2026OLDER
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$473,9983.9KQ1 2026OLDER
Opal Wealth Advisors, LLC$442M AUM0.00%$21,007175Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$1M8.9KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$2M13.2KQ1 2026OLDER
MISSION WEALTH MANAGEMENT, LP$4.9B AUM0.00%$218,8331.8KQ1 2026OLDER
Laird Norton Wetherby Trust Company, LLC$4.6B AUM0.00%$205,2681.7KQ1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$27,009225Q1 2026OLDER
Brookstone Capital Management$8.7B AUM0.00%$381,4563.2KQ1 2026OLDER
Gotham Asset Management, LLC$32.7B AUM0.00%$1M11.5KQ1 2026OLDER
Register Financial Advisors LLC$271M AUM0.00%$11,40495Q1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$257,9412.1KQ1 2026OLDER
Colonial Trust Co / SC$735M AUM0.00%$30,010250Q1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2M20.7KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$2M18.2KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$219,4641.8KQ1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.00%$324,0322.7KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$49,793414Q1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$436,8263.6KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$21M173.1KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$40,333336Q1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$851,6588.6KQ3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$2M16.0KQ1 2026OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$2M18.5KQ1 2026OLDER
Sequoia Financial Advisors, LLC$17.9B AUM0.00%$553,7454.6KQ1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$219,5662.6KQ3 2025OLDER
ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM0.00%$18,726156Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$62,301519Q1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$12,478127Q2 2026
Rathbones Group PLC$50.6B AUM0.00%$716,6576.1KQ2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$12M120.6KQ1 2026OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$599,7235.0KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M17.2KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$163,7471.7KQ3 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$972,3998.1KQ1 2026OLDER
Capula Management Ltd$14.1B AUM0.00%$525,6644.6KQ4 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$854,1047.1KQ1 2026OLDER
Amundi$367.1B AUM0.00%$10M79.8KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$5M40.5KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$703,7955.9KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$327,1092.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$2M13.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$253,0272.0KQ1 2026OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$120,1611.0KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$1M10.0KQ1 2026OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$587,3324.9KQ1 2026OLDER
Colonial Trust Advisors$1.3B AUM0.00%$30,010250Q1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$175,2901.6KQ1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$153,6521.3KQ1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.00%$220,5131.8KQ1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$45,363398Q4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$29M242.7KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$85,790754Q4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$6M47.8KQ1 2026OLDER
SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM0.00%$284,4952.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$3M25.2KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$91,024800Q4 2025OLDER
&PARTNERS$20.2B AUM0.00%$397,8743.3KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$29,709300Q3 2025OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$261,3792.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M13.5KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3M25.2KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$283,2732.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$100,473837Q2 2026
Corient Private Wealth LLC$69.9B AUM0.00%$1M10.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$638,3735.3KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$261,0432.6KQ3 2025OLDER
Abound Wealth Management$440M AUM0.00%$7,32361Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M13.3KQ4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$534,5674.3KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$588,2694.8KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$6M50.2KQ1 2026OLDER
FAS Wealth Partners, Inc.$1.6B AUM0.00%$22,756200Q4 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$5M45.7KQ1 2026OLDER
KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM0.00%$360,1203.0KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$45,736381Q1 2026OLDER
Guerra Advisors Inc$271M AUM0.00%$3,46635Q3 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$4,32438Q4 2025OLDER
Triumph Capital Management$491M AUM0.00%$6,00250Q1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$17,766148Q1 2026OLDER
Winch Advisory Services, LLC$438M AUM0.00%$5,09442Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$19,206160Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$392M AUM0.00%$3,84132Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$845,4487.0KQ1 2026OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$216,3121.8KQ1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$22,756200Q4 2025OLDER
SWAN Capital LLC$272M AUM0.00%$2,45320Q1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$8,16368Q1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.00%$1,97616Q1 2026OLDER
Deane Retirement Strategies, Inc.$236M AUM0.00%$2,16118Q1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$33,373337Q3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$54,393453Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$397,3083.3KQ1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$139,9671.2KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$136,7261.1KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$3,60230Q1 2026OLDER
NFSG Corp$608M AUM0.00%$4,32136Q1 2026OLDER

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