VANECK ETF TRUST
CUSIP 92189H300
Vaneck Etf Trust has 342 institutional holders in Filings Flow’s 13F database, together reporting 3.71M shares worth $93M as of Q2 2026. The largest reported holders are Charles Schwab Investment Management Inc, Ubs Group AG, and Sei Investments Co.
Institutional Holders
342
Q2 2026
Reported Value
$3.3B
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 |
|---|---|---|---|---|
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 9.28% | $20M | 851.0K | Q1 2026OLDER |
| JBGlobal.com LLC$114M AUM | 5.71% | $7M | 255.5K | Q2 2026 |
| Fortis Advisors, LLC$200M AUM | 4.99% | $10M | 397.1K | Q1 2026OLDER |
| Point Nemo Capital, LLC$152M AUM | 4.54% | $7M | 274.2K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 4.31% | $6M | 241.5K | Q2 2026 |
| Kiker Wealth Management, LLC$209M AUM | 4.27% | $9M | 356.4K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 3.37% | $72M | 2.78M | Q4 2025OLDER |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 3.22% | $92M | 3.67M | Q1 2026OLDER |
| 5th Street Advisors, LLC$232M AUM | 3.21% | $7M | 297.1K | Q1 2026OLDER |
| VPR Management LLC$250M AUM | 3.17% | $8M | 316.2K | Q1 2026OLDER |
| New Harbor Financial Group, LLC$567M AUM | 2.78% | $16M | 628.1K | Q1 2026OLDER |
| ALM First Financial Advisors, LLC$557M AUM | 2.60% | $14M | 576.6K | Q1 2026OLDER |
| Absolute Gestao de Investimentos Ltda.$877M AUM | 2.54% | $22M | 888.3K | Q1 2026OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 2.45% | $8M | 329.4K | Q2 2026 |
| Avos Capital Management, LLC$253M AUM | 2.42% | $6M | 243.7K | Q1 2026OLDER |
| Upper Left Wealth Management, LLC$169M AUM | 2.36% | $4M | 159.2K | Q1 2026OLDER |
| Whitcomb & Hess, Inc.$463M AUM | 2.35% | $11M | 425.8K | Q2 2026 |
| Collaborative Fund Advisors, LLC$162M AUM | 2.21% | $4M | 142.5K | Q1 2026OLDER |
| Pinnacle Wealth Management Group, Inc.$204M AUM | 2.17% | $4M | 176.2K | Q1 2026OLDER |
| Friedenthal Financial$199M AUM | 2.14% | $4M | 162.6K | Q3 2025OLDER |
| rebel Financial LLC$231M AUM | 2.07% | $5M | 190.2K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 1.36% | $114M | 4.54M | Q1 2026OLDER |
| K2 Financial Inc.$138M AUM | 1.30% | $2M | 69.1K | Q1 2026OLDER |
| Lake Hills Wealth Management, LLC$220M AUM | 1.29% | $3M | 111.4K | Q2 2026 |
| FIDELITY D & D BANCORP INC$249M AUM | 1.25% | $3M | 124.5K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 1.17% | $2M | 81.6K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 1.16% | $11M | 443.8K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 1.12% | $11M | 429.7K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 1.07% | $21M | 847.0K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 1.05% | $2M | 88.1K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.94% | $8M | 333.7K | Q1 2026OLDER |
| Rockport Wealth LLC$549M AUM | 0.89% | $5M | 194.6K | Q1 2026OLDER |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.86% | $8M | 333.1K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 0.83% | $3M | 136.6K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.81% | $1M | 53.9K | Q3 2025OLDER |
| Quartz Partners, LLC$259M AUM | 0.79% | $2M | 81.9K | Q1 2026OLDER |
| Patrick Mauro Investment Advisor, INC.$199M AUM | 0.79% | $2M | 62.5K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.73% | $19M | 773.3K | Q1 2026OLDER |
| Evergreen Private Wealth LLC$247M AUM | 0.70% | $2M | 69.1K | Q1 2026OLDER |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.64% | $1M | 46.6K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.60% | $8M | 325.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.59% | $27M | 1.09M | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 0.54% | $2M | 79.3K | Q2 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 0.54% | $3M | 104.9K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.50% | $757,945 | 30.2K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.47% | $1M | 41.2K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.46% | $78M | 3.10M | Q1 2026OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.38% | $713,702 | 28.4K | Q1 2026OLDER |
| Martel Wealth Advisors LLC$587M AUM | 0.37% | $2M | 85.7K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.34% | $6M | 244.5K | Q1 2026OLDER |
| Lifetime Wealth Management P.C.$176M AUM | 0.34% | $589,805 | 23.5K | Q1 2026OLDER |
| Topor & Co. Korea$127M AUM | 0.33% | $423,453 | 16.6K | Q2 2026 |
| Signet Private Wealth LLC$105M AUM | 0.33% | $344,929 | 13.4K | Q4 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.32% | $26M | 1.03M | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.32% | $6M | 226.8K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.31% | $679,790 | 26.6K | Q3 2025OLDER |
| ABBINGTON INVESTMENT GROUP$172M AUM | 0.31% | $524,918 | 20.9K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.30% | $847,989 | 33.8K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.28% | $2M | 65.5K | Q1 2026OLDER |
| Matisse Capital$234M AUM | 0.27% | $625,239 | 24.9K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.26% | $409,971 | 16.3K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.25% | $84M | 3.34M | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.25% | $4M | 162.2K | Q1 2026OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.25% | $477,665 | 18.7K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 0.25% | $484,477 | 19.3K | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$237M AUM | 0.24% | $567,885 | 22.0K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.23% | $12M | 472.3K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.23% | $2M | 81.7K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.23% | $302,927 | 12.1K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.22% | $382,169 | 14.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.22% | $242M | 9.65M | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.21% | $423,395 | 16.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.21% | $872,064 | 34.1K | Q2 2026 |
| International Private Wealth Advisors LLC$163M AUM | 0.20% | $326,638 | 13.0K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.20% | $338,849 | 13.2K | Q2 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.19% | $1M | 57.7K | Q1 2026OLDER |
| Waterloo Capital, L.P.$1.4B AUM | 0.19% | $3M | 107.0K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.19% | $49M | 1.94M | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 0.18% | $1M | 50.7K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.16% | $965,002 | 38.4K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.15% | $283,949 | 11.1K | Q2 2026 |
| Stewardship Advisors, LLC$435M AUM | 0.14% | $604,121 | 24.1K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.14% | $2M | 71.5K | Q1 2026OLDER |
| Consilium Wealth Advisory, LLC$293M AUM | 0.14% | $396,738 | 15.8K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.13% | $2M | 66.9K | Q1 2026OLDER |
| SBI Okasan Asset Management Co.Ltd.$2.4B AUM | 0.12% | $3M | 122.2K | Q1 2026OLDER |
| TriaGen Wealth Management LLC$366M AUM | 0.12% | $450,624 | 17.9K | Q1 2026OLDER |
| Tillman Hartley LLC$398M AUM | 0.12% | $460,693 | 18.3K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.11% | $155,933 | 6.2K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.11% | $10M | 408.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.11% | $552,094 | 22.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.11% | $7M | 276.9K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.11% | $986,918 | 38.2K | Q4 2025OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.11% | $2M | 59.2K | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.10% | $30M | 1.18M | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.10% | $28M | 1.11M | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.10% | $202,261 | 8.1K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.10% | $272,444 | 10.8K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.09% | $613,563 | 24.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.09% | $2M | 68.3K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.09% | $264,392 | 10.5K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.09% | $4M | 158.2K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.09% | $132,250 | 127.5K | Q4 2025OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.09% | $6M | 232.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.09% | $12M | 467.0K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.09% | $119M | 4.75M | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.09% | $434,881 | 17.3K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.09% | $385,641 | 15.4K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.09% | $7M | 286.9K | Q1 2026OLDER |
| DRAVO BAY LLC$246M AUM | 0.09% | $209,694 | 8.4K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.08% | $398,552 | 15.4K | Q4 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.08% | $493,073 | 19.6K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.08% | $914,449 | 36.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.08% | $1M | 56.6K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.08% | $283,952 | 11.1K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.08% | $6M | 220.0K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.08% | $27M | 1.06M | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 0.08% | $748,755 | 29.8K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 0.08% | $2M | 75.1K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.07% | $219,057 | 8.7K | Q1 2026OLDER |
| Clarus Group, Inc.$279M AUM | 0.07% | $202,039 | 7.9K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.07% | $4M | 158.7K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.07% | $13M | 516.3K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.07% | $2M | 68.0K | Q2 2026 |
| First Citizens Asset Management, Inc.$178M AUM | 0.07% | $118,485 | 4.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.07% | $364,095 | 14.5K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.07% | $427M | 17.01M | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.06% | $521,987 | 20.8K | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | 0.06% | $24M | 968.5K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $2M | 73.7K | Q4 2025OLDER |
| Invst, LLC$886M AUM | 0.06% | $524,523 | 20.9K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 0.06% | $211,130 | 8.2K | Q4 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.05% | $89,040 | 3.5K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.05% | $452,726 | 18.0K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.05% | $258,281 | 10.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.05% | $325M | 12.93M | Q1 2026OLDER |
| State of New Jersey Common Pension Fund D$25.9B AUM | 0.05% | $13M | 500.0K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.05% | $280,610 | 11.0K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 104.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $4M | 164.8K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.05% | $51M | 2.03M | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.05% | $1M | 40.8K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.05% | $314,590 | 12.2K | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.04% | $6M | 231.7K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $420,383 | 16.7K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.04% | $203,436 | 7.9K | Q4 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.04% | $50,973 | 2.0K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.04% | $985,291 | 39.2K | Q2 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.04% | $6M | 256.7K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.04% | $276,758 | 10.8K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.04% | $948,631 | 37.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.04% | $7M | 265.4K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.04% | $4M | 175.5K | Q3 2025OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $328,012 | 13.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $13M | 504.8K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $288,564 | 11.5K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 57.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 174.6K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.03% | $691,203 | 27.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $15M | 595.3K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.03% | $552,495 | 22.0K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.03% | $835,811 | 33.3K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.03% | $946,873 | 37.7K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.03% | $65,545 | 2.5K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.03% | $20M | 800.0K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.03% | $34M | 1.37M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $711,442 | 28.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.03% | $2M | 84.0K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.03% | $274,980 | 11.0K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $360,329 | 14.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $88M | 3.50M | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $5M | 181.2K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.02% | $332,783 | 13.3K | Q1 2026OLDER |
| BCS Wealth Management$490M AUM | 0.02% | $217,920 | 8.4K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.02% | $254,529 | 10.1K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.02% | $261,402 | 10.2K | Q2 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.02% | $332,896 | 13.1K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 52.5K | Q1 2026OLDER |
| Tanager Wealth Management LLP$1.0B AUM | 0.02% | $218,715 | 8.7K | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.02% | $2M | 72.5K | Q3 2025OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.02% | $29,780 | 1.2K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.02% | $60,054 | 2.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $3M | 104.9K | Q4 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.02% | $2M | 92.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 41.2K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.02% | $10M | 400.0K | Q3 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.02% | $86M | 3.41M | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.02% | $36,711 | 1.5K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $329,728 | 13.1K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $798,246 | 31.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 161.0K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 45.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.02% | $44M | 1.77M | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.02% | $60,366 | 2.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 590.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $4M | 173.6K | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $674,441 | 26.9K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.02% | $29M | 1.15M | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.02% | $17M | 694.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $320,841 | 12.8K | Q1 2026OLDER |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $802,814 | 31.4K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $10M | 400.0K | Q1 2026OLDER |
| Bravera Wealth$222M AUM | 0.01% | $29,454 | 1.2K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.01% | $15M | 580.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $329,754 | 13.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $717,460 | 27.8K | Q4 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $40,227 | 1.6K | Q4 2025OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $420,201 | 16.5K | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.01% | $50M | 1.98M | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.01% | $209,016 | 8.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 298.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $6M | 241.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $22M | 857.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $565,092 | 21.9K | Q4 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $337,830 | 13.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $38M | 1.53M | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 277.4K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.01% | $726,357 | 28.9K | Q1 2026OLDER |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM | 0.01% | $10,697 | 426 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $89,517 | 3.6K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.01% | $28M | 1.10M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $432,771 | 17.2K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.01% | $23,238 | 900 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $46M | 1.85M | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $538,658 | 21.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $5M | 188.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 68.5K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.01% | $5M | 203.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 61.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.01% | $563,780 | 21.8K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $205,642 | 8.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 217.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $851,049 | 33.9K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $622,065 | 24.8K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $23,126 | 921 | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $10,069 | 401 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $393,750 | 15.7K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.01% | $12,605 | 502 | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 61.8K | Q3 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $516,397 | 20.2K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $83,505 | 3.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $26M | 1.03M | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $114,577 | 4.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $216,097 | 8.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $287,863 | 11.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $32,506 | 1.3K | Q4 2025OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $211,425 | 8.3K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $656,039 | 26.1K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.01% | $13,659 | 529 | Q4 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $325,225 | 13.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $74M | 2.94M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $17M | 690.8K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $12,530 | 499 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $28M | 1.11M | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $29,856 | 1.2K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $423,448 | 16.4K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $202,788 | 8.1K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $12,755 | 500 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $162,270 | 6.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $13,535 | 539 | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 77.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $245,191 | 9.5K | Q4 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $5M | 201.0K | Q3 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $281,837 | 11.1K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $66M | 2.55M | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $657,205 | 26.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 154.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $19M | 768.3K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $6,997 | 271 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $223,751 | 8.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $278,156 | 10.8K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $708,722 | 28.2K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $8,476 | 332 | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $21M | 836.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $582,804 | 23.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 60.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $104,157 | 4.1K | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $57M | 2.27M | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $5,320 | 212 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $204,586 | 8.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 60.6K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $8,991 | 352 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $54,313 | 2.2K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $708,102 | 28.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $639,820 | 25.5K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $31,687 | 1.3K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $50,220 | 2.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $7,834 | 312 | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $31,036 | 1.2K | Q4 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $25,110 | 1.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 55.1K | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $7,257 | 289 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $16M | 621.6K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $3,365 | 134 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 64.0K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $7,507 | 299 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $318,799 | 12.3K | Q4 2025OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $251,703 | 10.0K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $134,253 | 5.3K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $278,163 | 11.1K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $12,455 | 492 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $389,747 | 15.5K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.00% | $75,732 | 3.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $87M | 3.46M | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $3,515 | 140 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $8M | 305.4K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $14,363 | 572 | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.00% | $4,671 | 186 | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $1,381 | 55 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 44.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 69.4K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 110.1K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $10,457 | 405 | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $249,522 | 9.9K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $14,640 | 583 | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.00% | $2,634 | 102 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $31,631 | 1.2K | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $952,824 | 37.9K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $14,991 | 597 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $11,169 | 433 | Q4 2025OLDER |
| MOTCO$1.1B AUM | 0.00% | $10,998 | 438 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $232,519 | 9.3K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $1 | 24 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $12,829 | 510 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $115,355 | 4.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 54.8K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $1,291 | 50 | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $7,144 | 284 | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $1,155 | 46 | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.00% | $898 | 35 | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $2,486 | 99 | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $2,394 | 94 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1M | 50.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,833 | 73 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $1,635 | 64 | Q2 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $941,556 | 37.5K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $1,955 | 78 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $1,955 | 78 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $2,479 | 96 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $379,255 | 15.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $17,310 | 689 | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $1,557 | 62 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $1M | 44.4K | Q3 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 57.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 157.1K | Q3 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $1,105 | 44 | Q1 2026OLDER |
| Virtus Fixed Income Advisers, LLC$123M AUM | 0.00% | $527 | 21 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $2,335 | 93 | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $527 | 21 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 129.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 233.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $60,917 | 2.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $67,169 | 2.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $220,226 | 8.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,889 | 358 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $9,728 | 387 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $1,707 | 68 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $247,150 | 9.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $103,230 | 4.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $10,999 | 426 | Q4 2025OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $2,841 | 110 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,022 | 200 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,704 | 106 | Q3 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $553,901 | 22.1K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $2,985 | 117 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $17,477 | 696 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $939,114 | 37.4K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $12,474 | 489 | Q3 2025OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $383 | 15 | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $13,560 | 540 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $203 | 8 | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,339 | 133 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $105 | 4 | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $332 | 13 | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $375,839 | 14.7K | Q3 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $646 | 25 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,992 | 159 | Q2 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $1,607 | 63 | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1,230 | 49 | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $352 | 14 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,797 | 72 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $7,659 | 305 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,687 | 107 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $129 | 5 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $542 | 21 | Q4 2025OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.00% | $25 | 1 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $310 | 12 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $33,062 | 1.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $100 | 4 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $485 | 19 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,936 | 75 | Q4 2025OLDER |
| Compass Financial Services Inc$231M AUM | 0.00% | $26 | 1 | Q3 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $5,022 | 200 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $142 | 6 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2,943 | 114 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $50 | 2 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1,557 | 62 | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $17 | 1 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $154 | 6 | Q3 2025OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $1 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.