SMHVANECK ETF TRUST
CUSIP 92189F676 · Yahoo Finance ↗ · Google Finance ↗
Vaneck Etf Trust (SMH) has 1,283 institutional holders in Filings Flow’s 13F database, together reporting 50.78M shares worth $19.4B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Jane Street Group, LLC, and Bank Of America Corp /De/.
Institutional Holders
1,283
Q1 2026
Reported Value
$19.4B
Ticker
SMH
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hel Ved Capital Management Ltd$844M AUM | 48.73% | $411M | 1.07M | Q1 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 26.81% | $310M | 809.2K | Q1 2026 |
| TORNO CAPITAL, LLC$725M AUM | 18.31% | $133M | 346.3K | Q1 2026 |
| Situational Awareness Partners LP$13.7B AUM | 15.01% | $2.1B | 5.35M | Q1 2026 |
| Situational Awareness LP$13.7B AUM | 15.01% | $2.1B | 5.35M | Q1 2026 |
| Apollo Management Holdings, L.P.$7.6B AUM | 10.09% | $767M | 2.00M | Q1 2026 |
| RWQ Financial Management Services, Inc.$153M AUM | 9.18% | $14M | 36.7K | Q1 2026 |
| SOROS CAPITAL MANAGEMENT LLC$230M AUM | 9.01% | $32M | 113.1K | Q2 2025OLDER |
| Rye Brook Capital LLC$108M AUM | 8.93% | $10M | 25.3K | Q1 2026 |
| Main Management Fund Advisors LLC$1.2B AUM | 8.88% | $92M | 280.9K | Q3 2025OLDER |
| Guardian Capital, LLC$105M AUM | 8.61% | $9M | 23.5K | Q1 2026 |
| Nishkama Capital, LLC$1.6B AUM | 8.31% | $132M | 343.5K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 7.93% | $37M | 73.7K | Q1 2026 |
| Portfolio Strategies, Inc.$811M AUM | 7.72% | $63M | 163.3K | Q1 2026 |
| Ring Mountain Capital, LLC$183M AUM | 7.59% | $14M | 36.2K | Q1 2026 |
| Rezny Wealth Management, Inc.$464M AUM | 7.54% | $35M | 91.3K | Q1 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd.$113M AUM | 7.49% | $8M | 22.0K | Q1 2026 |
| PointState Capital LP$7.9B AUM | 7.32% | $497M | 1.38M | Q4 2025OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 7.16% | $9M | 28.2K | Q3 2025OLDER |
| Valence8 US LP$286M AUM | 7.12% | $20M | 53.1K | Q1 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 7.02% | $14M | 36.4K | Q1 2026 |
| URS Advisory LLC$137M AUM | 6.69% | $9M | 23.9K | Q1 2026 |
| Candelo Capital Management LP$121M AUM | 6.33% | $8M | 20.0K | Q1 2026 |
| Marks Wealth, LLC$380M AUM | 6.23% | $19M | 68.9K | Q2 2025OLDER |
| University of Illinois Foundation$487M AUM | 6.15% | $30M | 78.2K | Q1 2026 |
| Navigation Group, LLC$427M AUM | 6.05% | $26M | 67.4K | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 5.63% | $29M | 65.2K | Q1 2026 |
| BlueCrest Capital Management Ltd$1.7B AUM | 5.60% | $95M | 247.5K | Q1 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP$384M AUM | 5.54% | $21M | 55.5K | Q1 2026 |
| Cavalier Investments, LLC$3.7B AUM | 5.45% | $202M | 526.0K | Q1 2026 |
| Cooper Capital Advisors LLC$143M AUM | 5.29% | $8M | 19.7K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 5.26% | $6M | 15.6K | Q1 2026 |
| Round Rock Advisors LLC$654M AUM | 5.09% | $33M | 86.8K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 5.05% | $18M | 46.7K | Q1 2026 |
| Hiddenite Capital Partners LP$381M AUM | 5.03% | $19M | 50.0K | Q1 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 4.99% | $23M | 61.2K | Q1 2026 |
| Aragon Global Management, LP$143M AUM | 4.98% | $7M | 18.6K | Q1 2026 |
| Fiduciary Planning LLC$331M AUM | 4.96% | $16M | 42.9K | Q1 2026 |
| Rothschild Capital Partners, LLC$408M AUM | 4.94% | $20M | 52.5K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 4.93% | $14M | 36.0K | Q1 2026 |
| Spider Management Company, LLC$351M AUM | 4.93% | $17M | 45.1K | Q1 2026 |
| Saudi Central Bank$4.7B AUM | 4.88% | $231M | 602.0K | Q1 2026 |
| Katamaran Capital LLP$124M AUM | 4.87% | $6M | 15.8K | Q1 2026 |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 4.86% | $67M | 173.5K | Q1 2026 |
| Alta Park Capital, LP$642M AUM | 4.85% | $55M | 170.0K | Q3 2025OLDER |
| Center for Wealth Management Advisory$139M AUM | 4.72% | $7M | 17.1K | Q1 2026 |
| Gemsstock Ltd.$949M AUM | 4.53% | $36M | 99.8K | Q4 2025OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 4.43% | $312M | 865.0K | Q4 2025OLDER |
| Parker Investment Management, LLC$659M AUM | 4.37% | $29M | 75.2K | Q1 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 4.35% | $5M | 12.7K | Q1 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 4.08% | $52M | 136.7K | Q1 2026 |
| LOWERY THOMAS, LLC$175M AUM | 3.97% | $7M | 18.1K | Q1 2026 |
| Concentric Capital Strategies, LP$1.2B AUM | 3.92% | $88M | 317.0K | Q2 2025OLDER |
| Mason & Associates Inc$516M AUM | 3.92% | $20M | 55.8K | Q1 2026 |
| MEITAV INVESTMENT HOUSE LTD$9.1B AUM | 3.81% | $347M | 905.4K | Q1 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd$622M AUM | 3.76% | $23M | 63.0K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 3.65% | $7M | 19.1K | Q1 2026 |
| Horizon Wealth Management, LLC$682M AUM | 3.63% | $25M | 64.5K | Q1 2026 |
| Miller Investment Management, LP$1.0B AUM | 3.61% | $36M | 94.9K | Q1 2026 |
| Lake Hills Wealth Management, LLC$220M AUM | 3.53% | $7M | 20.3K | Q3 2025OLDER |
| Atika Capital Management LLC$796M AUM | 3.47% | $28M | 720 | Q1 2026 |
| AJ Advisors, LLC$270M AUM | 3.41% | $9M | 24.0K | Q1 2026 |
| Pachira Investments Inc.$214M AUM | 3.36% | $7M | 18.8K | Q1 2026 |
| BLVD Private Wealth, LLC$115M AUM | 3.34% | $4M | 10.0K | Q1 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$3.7B AUM | 3.30% | $123M | 320.0K | Q1 2026 |
| DCF Advisers, LLC$375M AUM | 3.27% | $12M | 32.0K | Q1 2026 |
| Concentrum Wealth Management$339M AUM | 3.24% | $11M | 28.7K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 3.20% | $8M | 19.7K | Q1 2026 |
| MIG Capital, LLC$589M AUM | 3.20% | $19M | 52.3K | Q4 2025OLDER |
| Alexis Investment Partners, LLC$145M AUM | 3.14% | $5M | 12.6K | Q1 2026 |
| MAPLELANE CAPITAL, LLC$2.8B AUM | 3.13% | $112M | 400.0K | Q2 2025OLDER |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$506M AUM | 3.12% | $16M | 41.1K | Q1 2026 |
| Blue Zone Wealth Advisors, LLC$491M AUM | 3.11% | $15M | 39.9K | Q1 2026 |
| Hunting Hill Global Capital, LLC$129M AUM | 3.03% | $4M | 10.2K | Q1 2026 |
| NFSG Corp$608M AUM | 3.02% | $18M | 47.9K | Q1 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$1.5B AUM | 2.86% | $44M | 114.0K | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 2.82% | $10M | 26.9K | Q1 2026 |
| Arvin Capital Management LP$819M AUM | 2.81% | $23M | 60.0K | Q1 2026 |
| Black Swift Group, LLC$571M AUM | 2.80% | $16M | 41.7K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 2.75% | $4M | 10.6K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 2.74% | $5M | 13.6K | Q1 2026 |
| Guerra Advisors Inc$271M AUM | 2.71% | $7M | 22.5K | Q3 2025OLDER |
| WT Wealth Management$336M AUM | 2.67% | $9M | 23.4K | Q1 2026 |
| Envision Financial Transparency, LLC$103M AUM | 2.64% | $3M | 7.1K | Q1 2026 |
| MFA WEALTH ADVISORS, LLC$508M AUM | 2.61% | $13M | 34.6K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 2.58% | $35M | 81.8K | Q1 2026 |
| Bay Rivers Group$293M AUM | 2.55% | $6M | 16.0K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 2.53% | $164M | 427.4K | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 2.53% | $292M | 760.4K | Q1 2026 |
| Cornerstone Advisors, LLC$2.7B AUM | 2.50% | $68M | 177.5K | Q1 2026 |
| Wealth Quarterback LLC$254M AUM | 2.45% | $6M | 16.2K | Q1 2026 |
| NRI Wealth Management LC$187M AUM | 2.44% | $5M | 14.0K | Q4 2025OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 2.36% | $23M | 60.0K | Q1 2026 |
| J.Safra Asset Management Corp$1.9B AUM | 2.35% | $44M | 113.6K | Q1 2026 |
| Hidden Lake Asset Management LP$331M AUM | 2.32% | $8M | 20.0K | Q1 2026 |
| Retirement Management Systems Inc.$415M AUM | 2.24% | $9M | 24.3K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 2.21% | $14M | 35.6K | Q1 2026 |
| HANSEATIC MANAGEMENT SERVICES INC$104M AUM | 2.20% | $2M | 6.0K | Q1 2026 |
| LYELL WEALTH MANAGEMENT, LP$1.4B AUM | 2.19% | $30M | 77.9K | Q1 2026 |
| Kaizen Financial Strategies$236M AUM | 2.18% | $5M | 55.1K | Q1 2026 |
| Crown Wealth Group, LLC$340M AUM | 2.18% | $7M | 19.3K | Q1 2026 |
| Arosa Capital Management LP$660M AUM | 2.18% | $14M | 37.5K | Q1 2026 |
| Wisconsin Wealth Advisors, LLC$117M AUM | 2.17% | $2M | 5.8K | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 2.17% | $459M | 1.20M | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 2.16% | $10M | 25.1K | Q1 2026 |
| Ciovacco Capital Management LLC$172M AUM | 2.14% | $4M | 9.6K | Q1 2026 |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 2.12% | $6M | 15.3K | Q1 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 2.12% | $3M | 8.7K | Q1 2026 |
| Westwood Wealth Management$255M AUM | 2.11% | $5M | 14.0K | Q1 2026 |
| Monaco Asset Management SAM$542M AUM | 2.08% | $34M | 105.0K | Q3 2025OLDER |
| Noked Israel Ltd$677M AUM | 2.06% | $11M | 40.0K | Q2 2025OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 2.04% | $4M | 7.8K | Q1 2026 |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 2.03% | $6M | 11.2K | Q1 2026 |
| Future Financial Wealth Managment LLC$155M AUM | 2.02% | $3M | 6.9K | Q1 2026 |
| ALTFEST L J & CO INC$935M AUM | 1.98% | $19M | 48.4K | Q1 2026 |
| Jackson Wealth Management, LLC$972M AUM | 1.98% | $19M | 50.2K | Q1 2026 |
| Point72 Hong Kong Ltd$2.2B AUM | 1.94% | $30M | 107.3K | Q2 2025OLDER |
| Perkins Coie Trust Co$603M AUM | 1.91% | $10M | 25.9K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 1.88% | $15M | 38.2K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 1.83% | $9M | 22.7K | Q1 2026 |
| Estate Planners Group, LLC$208M AUM | 1.83% | $4M | 9.9K | Q1 2026 |
| 5th Street Advisors, LLC$232M AUM | 1.82% | $4M | 11.0K | Q1 2026 |
| CORNERSTONE ENTERPRISES, LLC$201M AUM | 1.81% | $4M | 9.5K | Q1 2026 |
| DV Trading LLC$4.2B AUM | 1.76% | $74M | 194.3K | Q1 2026 |
| Madrona Financial Services, LLC$457M AUM | 1.76% | $8M | 21.0K | Q1 2026 |
| VMS Asset Management Limited$164M AUM | 1.75% | $5M | 12.6K | Q4 2025OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 1.75% | $675M | 1.76M | Q1 2026 |
| Teucrium Investment Advisors, LLC$129M AUM | 1.75% | $2M | 4.4K | Q4 2025OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 1.74% | $2M | 6.4K | Q1 2026 |
| Box Hill Private Wealth LLC$125M AUM | 1.73% | $2M | 4.6K | Q1 2026 |
| Payne Capital LLC$109M AUM | 1.71% | $2M | 4.8K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 1.65% | $1.4B | 3.63M | Q1 2026 |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 1.64% | $20M | 51.2K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 1.63% | $3M | 7.4K | Q1 2026 |
| Pine Ridge Advisers LLC$1.6B AUM | 1.61% | $26M | 68.2K | Q1 2026 |
| Cannon Advisors, Inc.$135M AUM | 1.60% | $2M | 5.6K | Q1 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 1.59% | $4M | 11.3K | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 1.57% | $2M | 5.8K | Q1 2026 |
| Symphony Financial Services, Inc.$195M AUM | 1.57% | $3M | 8.0K | Q1 2026 |
| Elliott Investment Management L.P.$20.1B AUM | 1.54% | $279M | 1.00M | Q2 2025OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 1.53% | $5M | 13.9K | Q1 2026 |
| Aft, Forsyth & Sober, LLC$328M AUM | 1.52% | $5M | 13.0K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 1.51% | $2M | 4.8K | Q1 2026 |
| Altura Wealth Advisors Inc.$229M AUM | 1.51% | $3M | 9.0K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 1.50% | $2M | 5.7K | Q1 2026 |
| Ayalon Insurance Comp Ltd.$815M AUM | 1.49% | $7M | 19.0K | Q1 2026 |
| Bluesphere Advisors LLC$281M AUM | 1.48% | $4M | 10.9K | Q1 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C.$911M AUM | 1.47% | $13M | 35.0K | Q1 2026 |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 1.45% | $18M | 46.2K | Q1 2026 |
| RH Tailwind Management, LLC$781M AUM | 1.42% | $11M | 29.0K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 1.42% | $16M | 41.3K | Q1 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 1.41% | $3M | 8.2K | Q1 2026 |
| Berbice Capital Management LLC$153M AUM | 1.40% | $2M | 5.6K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 1.39% | $205M | 534.3K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 1.38% | $15M | 39.3K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 1.38% | $4M | 10.8K | Q1 2026 |
| GM Advisory Group, LLC$2.6B AUM | 1.38% | $36M | 93.2K | Q1 2026 |
| Cornerstone Select Advisors, LLC$160M AUM | 1.34% | $2M | 5.6K | Q1 2026 |
| Prairie Wealth Advisors, Inc.$231M AUM | 1.32% | $3M | 0 | Q1 2026 |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 1.32% | $4M | 11.4K | Q1 2026 |
| Clal Insurance Enterprises Holdings Ltd$16.6B AUM | 1.32% | $219M | 570.0K | Q1 2026 |
| ALLIANZ SE$9.0B AUM | 1.31% | $56M | 199.1K | Q2 2025OLDER |
| Grantvest Financial Group LLC$154M AUM | 1.30% | $2M | 5.2K | Q1 2026 |
| INTERCAPITAL, LLC$299M AUM | 1.28% | $4M | 10.0K | Q1 2026 |
| Legacy Financial Strategies, LLC$554M AUM | 1.28% | $7M | 18.5K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 1.26% | $2M | 8.6K | Q2 2025OLDER |
| WEXFORD CAPITAL LP$690M AUM | 1.25% | $9M | 26.6K | Q3 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 1.25% | $22M | 56.8K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 1.24% | $76M | 197.2K | Q1 2026 |
| Sender Co & Partners, Inc.$165M AUM | 1.24% | $11M | 34.6K | Q3 2025OLDER |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$789M AUM | 1.22% | $10M | 25.2K | Q1 2026 |
| MADDEN SECURITIES Corp$333M AUM | 1.20% | $4M | 10.4K | Q1 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 1.19% | $5M | 12.3K | Q1 2026 |
| Schear Investment Advisers, LLC$227M AUM | 1.19% | $3M | 7.0K | Q1 2026 |
| Nikulski Financial, Inc.$405M AUM | 1.17% | $5M | 12.4K | Q1 2026 |
| FRG Family Wealth Advisors LLC$611M AUM | 1.16% | $7M | 18.5K | Q1 2026 |
| HAP Trading, LLC$1.1B AUM | 1.15% | $12M | 207.3K | Q2 2025OLDER |
| Hudock, Inc.$680M AUM | 1.14% | $8M | 20.3K | Q1 2026 |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 1.14% | $4M | 9.4K | Q1 2026 |
| Castle Rock Wealth Management, LLC$509M AUM | 1.14% | $5M | 13.4K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 1.11% | $17M | 44.7K | Q1 2026 |
| Yarbrough Capital, LLC$2.9B AUM | 1.09% | $31M | 81.1K | Q1 2026 |
| Transcendent Capital Group LLC$219M AUM | 1.08% | $2M | 7.5K | Q2 2025OLDER |
| Copia Wealth Management$146M AUM | 1.07% | $2M | 4.1K | Q1 2026 |
| Trademark Financial Management, LLC$204M AUM | 1.07% | $2M | 5.7K | Q1 2026 |
| Carter Financial Group, INC.$162M AUM | 1.03% | $2M | 4.3K | Q1 2026 |
| Harbour Wealth Management Group, Inc.$133M AUM | 1.02% | $1M | 3.5K | Q1 2026 |
| WealthBridge Investment Counsel Inc.$328M AUM | 1.02% | $3M | 8.7K | Q1 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 1.01% | $1M | 2.7K | Q1 2026 |
| Tamar Securities, LLC$934M AUM | 1.00% | $9M | 24.4K | Q1 2026 |
| 1248 Management, LLC$216M AUM | 1.00% | $3M | 9.7K | Q2 2025OLDER |
| Snider Financial Group$331M AUM | 1.00% | $3M | 8.6K | Q1 2026 |
| MIRAE ASSET SECURITIES (USA) INC.$2.7B AUM | 0.99% | $36M | 100.8K | Q4 2025OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.99% | $2M | 6.5K | Q3 2025OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.99% | $2M | 4.0K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.98% | $1M | 3.7K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.97% | $12M | 32.3K | Q1 2026 |
| Apex Wealth Management, LLC$146M AUM | 0.97% | $1M | 3.7K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.96% | $1M | 3.6K | Q1 2026 |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.94% | $1M | 2.9K | Q1 2026 |
| PW Nova Financial Services LLC$399M AUM | 0.94% | $4M | 9.8K | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.94% | $3M | 10.0K | Q2 2025OLDER |
| Elevation Advisory Partners LLC$107M AUM | 0.91% | $977,807 | 2.4K | Q1 2026 |
| Arcataur Capital Management LLC$359M AUM | 0.91% | $3M | 8.5K | Q1 2026 |
| KWMG, LLC$1.4B AUM | 0.91% | $11M | 28.4K | Q1 2026 |
| O'Connor Alternative Investments LLC$1.2B AUM | 0.90% | $11M | 27.5K | Q1 2026 |
| Darden Wealth Group Inc$196M AUM | 0.89% | $2M | 4.6K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.88% | $13M | 32.8K | Q1 2026 |
| Apexium Financial, LP$2.1B AUM | 0.88% | $18M | 55.4K | Q3 2025OLDER |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV$116M AUM | 0.88% | $1M | 2.7K | Q1 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.87% | $3M | 15.8K | Q1 2026 |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.87% | $34M | 94.1K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.87% | $742M | 1.94M | Q1 2026 |
| Main Management ETF Advisors, LLC$2.7B AUM | 0.87% | $24M | 67.8K | Q4 2025OLDER |
| DELTA FINANCIAL ADVISORS LLC$384M AUM | 0.86% | $3M | 8.6K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.86% | $2M | 6.2K | Q1 2026 |
| Leeward Financial Partners, LLC$336M AUM | 0.86% | $3M | 7.5K | Q1 2026 |
| Black Maple Capital Management LP$179M AUM | 0.85% | $2M | 4.0K | Q1 2026 |
| Value Investment Professionals, LLC$119M AUM | 0.85% | $811,979 | 2.3K | Q4 2025OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.85% | $9M | 24.3K | Q1 2026 |
| Peak Planning Group, LLC$228M AUM | 0.84% | $3M | 8.3K | Q4 2025OLDER |
| City Center Advisors, LLC$123M AUM | 0.84% | $907,250 | 2.4K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.84% | $8M | 20.7K | Q1 2026 |
| Game Creek Capital, LP$301M AUM | 0.84% | $2M | 7.0K | Q2 2025OLDER |
| PCG ASSET MANAGEMENT, LLC$125M AUM | 0.83% | $1M | 2.7K | Q1 2026 |
| Banco BTG Pactual S.A.$1.1B AUM | 0.82% | $9M | 24.5K | Q1 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC$315M AUM | 0.81% | $3M | 6.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.80% | $7.1B | 18.63M | Q1 2026 |
| Keystone Global Partners, LLC$265M AUM | 0.79% | $2M | 4.6K | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.79% | $14M | 37.5K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 0.79% | $3M | 7.6K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.78% | $6M | 16.6K | Q1 2026 |
| Providence First Trust Co$284M AUM | 0.78% | $2M | 5.8K | Q1 2026 |
| Tactive Advisors, LLC$406M AUM | 0.77% | $3M | 7.1K | Q1 2026 |
| Fox Hill Wealth Management$208M AUM | 0.77% | $2M | 4.2K | Q1 2026 |
| CFO CAPITAL MANAGEMENT LLC$121M AUM | 0.75% | $914,792 | 2.4K | Q1 2026 |
| Third Point LLC$2.1B AUM | 0.74% | $15M | 40.0K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.73% | $7M | 17.8K | Q1 2026 |
| PEAK6 LLC$42.6B AUM | 0.72% | $308M | 803.2K | Q1 2026 |
| Wellington Shields Capital Management, LLC$666M AUM | 0.72% | $5M | 12.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.72% | $5.6B | 14.60M | Q1 2026 |
| SIG BROKERAGE, LP$3.8B AUM | 0.72% | $27M | 70.8K | Q1 2026 |
| Clarus Wealth Advisors$235M AUM | 0.72% | $2M | 4.2K | Q1 2026 |
| Jefferson Bridge Capital, LLC$101M AUM | 0.71% | $718,119 | 1.9K | Q1 2026 |
| INTEGRITY WEALTH ADVISORS, INC.$168M AUM | 0.71% | $1M | 3.1K | Q1 2026 |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.70% | $1M | 2.8K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.70% | $11M | 30.6K | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 0.69% | $1M | 3.3K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.69% | $3M | 8.2K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.69% | $3M | 7.5K | Q1 2026 |
| DHK Financial Advisors, Inc.$174M AUM | 0.69% | $1M | 4.3K | Q2 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.68% | $368M | 961.0K | Q1 2026 |
| Regency Capital Management Inc.\DE$224M AUM | 0.68% | $2M | 4.0K | Q1 2026 |
| New Insight Wealth Advisors$279M AUM | 0.67% | $2M | 4.9K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.67% | $2M | 6.3K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.66% | $2M | 6.3K | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.66% | $4M | 11.3K | Q1 2026 |
| Power Alpha Investment Ltd$874M AUM | 0.66% | $6M | 15.0K | Q1 2026 |
| Sankala Group LLC$122M AUM | 0.65% | $799,904 | 2.1K | Q1 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 0.65% | $961,184 | 2.5K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.65% | $1M | 3.9K | Q1 2026 |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.65% | $8M | 21.2K | Q1 2026 |
| Quantitative Investment Management, LLC$963M AUM | 0.65% | $6M | 16.3K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.64% | $759,345 | 2.0K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.64% | $17M | 45.0K | Q1 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.64% | $2M | 4.0K | Q1 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.63% | $1M | 3.2K | Q1 2026 |
| Massar Capital Management, LP$934M AUM | 0.63% | $5M | 14.6K | Q3 2025OLDER |
| SHUTTLEWORTH & Co$111M AUM | 0.62% | $687,053 | 1.8K | Q1 2026 |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.62% | $6M | 14.7K | Q1 2026 |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.60% | $7M | 18.0K | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.60% | $2M | 6.2K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.60% | $10M | 25.3K | Q1 2026 |
| Seros Financial, LLC$157M AUM | 0.59% | $930,128 | 2.4K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.58% | $2M | 5.7K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.57% | $8M | 23.2K | Q1 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.57% | $1M | 3.5K | Q4 2025OLDER |
| Apollon Financial, LLC$723M AUM | 0.57% | $4M | 10.7K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.56% | $13M | 32.9K | Q1 2026 |
| NewEdge Wealth, LLC$8.4B AUM | 0.56% | $47M | 122.5K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.55% | $10M | 25.1K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.55% | $1M | 3.4K | Q1 2026 |
| ACORN CREEK CAPITAL LLC$280M AUM | 0.55% | $2M | 4.0K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 0.55% | $1M | 3.5K | Q1 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.55% | $16M | 41.2K | Q1 2026 |
| Larry Mathis Financial Planning, LLC$124M AUM | 0.55% | $609,989 | 1.6K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.55% | $2M | 4.2K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.55% | $3.4B | 8.80M | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.55% | $2M | 5.1K | Q1 2026 |
| Carmel Capital Management L.L.C.$349M AUM | 0.54% | $2M | 4.9K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.54% | $1.1B | 1.15M | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.54% | $730,761 | 1.9K | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.54% | $3M | 6.4K | Q1 2026 |
| Settian Capital LP$143M AUM | 0.54% | $766,800 | 2.0K | Q1 2026 |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.54% | $119M | 309.8K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.53% | $2M | 7.8K | Q2 2025OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.53% | $14M | 35.4K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.53% | $2M | 5.1K | Q4 2025OLDER |
| Maven Securities LTD$5.2B AUM | 0.51% | $21M | 63.8K | Q3 2025OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.51% | $3M | 7.0K | Q1 2026 |
| Wealth Watch Advisors, INC$239M AUM | 0.51% | $1M | 3.2K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.51% | $10M | 26.7K | Q1 2026 |
| Argyle Capital Partners, LLC$139M AUM | 0.51% | $701,398 | 1.8K | Q1 2026 |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.51% | $14M | 36.4K | Q1 2026 |
| Anson Funds Management LP$2.3B AUM | 0.50% | $12M | 30.0K | Q1 2026 |
| Eagle Capital Management, LLC$254M AUM | 0.50% | $1M | 3.3K | Q1 2026 |
| SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM | 0.50% | $29M | 75.0K | Q1 2026 |
| CHEMUNG CANAL TRUST CO$494M AUM | 0.50% | $2M | 6.4K | Q1 2026 |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.50% | $4M | 10.0K | Q1 2026 |
| Ulysses Management LLC$802M AUM | 0.50% | $3M | 7.5K | Q4 2025OLDER |
| SEAVIEW INVESTMENT MANAGERS LLC$277M AUM | 0.50% | $1M | 3.6K | Q1 2026 |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.50% | $961,951 | 2.5K | Q1 2026 |
| Greater Midwest Financial Group, LLC$186M AUM | 0.49% | $915,474 | 2.4K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.49% | $915,198 | 2.4K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.48% | $3M | 8.7K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.48% | $1M | 3.6K | Q1 2026 |
| SummitTX Capital, L.P.$3.2B AUM | 0.48% | $11M | 40.0K | Q2 2025OLDER |
| Midwest Financial Group LLC$234M AUM | 0.48% | $1M | 2.9K | Q1 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.48% | $1M | 3.8K | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP$4.9B AUM | 0.48% | $23M | 61.0K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.47% | $14M | 37.4K | Q1 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.47% | $4M | 10.0K | Q1 2026 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM | 0.47% | $1M | 5.6K | Q2 2025OLDER |
| Accel Wealth Management$383M AUM | 0.46% | $2M | 4.6K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.46% | $4M | 10.7K | Q1 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.46% | $2M | 3.9K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.46% | $10M | 26.0K | Q1 2026 |
| Concord Asset Management, LLC/VA$592M AUM | 0.46% | $3M | 7.0K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.45% | $3M | 8.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.45% | $25M | 65.1K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.45% | $13M | 34.9K | Q1 2026 |
| GK Wealth Management LLC$190M AUM | 0.45% | $673,685 | 1.9K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.45% | $1M | 3.7K | Q1 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM | 0.45% | $1M | 2.9K | Q1 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV$549M AUM | 0.45% | $2M | 6.4K | Q1 2026 |
| Wealth Advisory Team LLC$113M AUM | 0.44% | $502,332 | 1.4K | Q4 2025OLDER |
| Ignite Planners, LLC$648M AUM | 0.44% | $3M | 7.4K | Q1 2026 |
| Artisan Partners Limited Partnership$62.3B AUM | 0.43% | $293M | 1.05M | Q2 2025OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.43% | $1M | 3.4K | Q1 2026 |
| Granite Group Advisors, LLC$165M AUM | 0.43% | $704,666 | 1.8K | Q1 2026 |
| Cane Capital Partners, LLC$229M AUM | 0.43% | $976,520 | 2.5K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.42% | $4M | 9.1K | Q1 2026 |
| Somerset Group LLC$135M AUM | 0.42% | $566,276 | 1.2K | Q1 2026 |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.42% | $88M | 270.4K | Q3 2025OLDER |
| Guardian Asset Advisors, LLC$171M AUM | 0.41% | $709,322 | 1.8K | Q1 2026 |
| LANE BROTHERS & CO INC$137M AUM | 0.41% | $567,496 | 1.5K | Q1 2026 |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 0.41% | $1M | 3.9K | Q1 2026 |
| Endowment Wealth Management, Inc.$226M AUM | 0.41% | $921,954 | 2.4K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.41% | $245M | 638.3K | Q1 2026 |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.41% | $1M | 2.7K | Q1 2026 |
| Orographic Financial Advisors, LLC$141M AUM | 0.41% | $573,000 | 1.5K | Q1 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.40% | $628,263 | 1.6K | Q1 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.40% | $1M | 2.7K | Q1 2026 |
| SONA ASSET MANAGEMENT (US) LLC$4.7B AUM | 0.40% | $19M | 50.0K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.40% | $25M | 373.1K | Q1 2026 |
| KG Capital Management$139M AUM | 0.40% | $557,503 | 1.5K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.40% | $3M | 6.8K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.40% | $7M | 18.7K | Q1 2026 |
| Telos Capital Management, Inc.$1.0B AUM | 0.40% | $4M | 10.8K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.40% | $31M | 80.9K | Q1 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.39% | $1M | 3.2K | Q1 2026 |
| Bawa N Mallick Trust$244M AUM | 0.39% | $958,500 | 2.5K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.39% | $5M | 13.0K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.38% | $1M | 2.7K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.38% | $8M | 20.4K | Q1 2026 |
| CTC LLC$217.2B AUM | 0.38% | $819M | 85.1K | Q1 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.38% | $3M | 8.0K | Q4 2025OLDER |
| SWS Partners$405M AUM | 0.37% | $2M | 3.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.37% | $34M | 89.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.37% | $23M | 59.9K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.37% | $675,167 | 1.8K | Q1 2026 |
| ABOUND FINANCIAL, LLC$229M AUM | 0.37% | $843,481 | 2.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.36% | $16M | 57.7K | Q2 2025OLDER |
| Headlands Technologies LLC$878M AUM | 0.36% | $4M | 12.1K | Q4 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.36% | $14M | 37.7K | Q1 2026 |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.36% | $558,001 | 1.5K | Q1 2026 |
| Concord Wealth Partners$770M AUM | 0.36% | $3M | 7.2K | Q1 2026 |
| Mathes Company, Inc.$274M AUM | 0.36% | $980,000 | 2.6K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.36% | $13M | 33.9K | Q1 2026 |
| Shay Capital LLC$1.2B AUM | 0.36% | $4M | 11.1K | Q1 2026 |
| Integrity Investment Advisors, LLC$184M AUM | 0.35% | $647,979 | 1.7K | Q1 2026 |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.35% | $28M | 76.5K | Q4 2025OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.35% | $3M | 6.6K | Q1 2026 |
| PRUDENTIAL PLC$17.1B AUM | 0.34% | $59M | 153.5K | Q1 2026 |
| McGuire Investment Group, LLC$885M AUM | 0.34% | $3M | 7.9K | Q1 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.34% | $954,705 | 2.7K | Q4 2025OLDER |
| WJ Wealth Management, LLC$214M AUM | 0.34% | $726,927 | 1.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.34% | $795M | 2.07M | Q1 2026 |
| Bulltick Wealth Management, LLC$453M AUM | 0.34% | $2M | 4.4K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.34% | $2M | 4.2K | Q1 2026 |
| ARWA LLC$202M AUM | 0.33% | $670,795 | 1.6K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.33% | $492,153 | 1.3K | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.33% | $897,673 | 2.3K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.33% | $3M | 8.0K | Q1 2026 |
| Bosman Wealth Management, LLC$114M AUM | 0.33% | $372,281 | 971 | Q1 2026 |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.33% | $1M | 2.7K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.32% | $837,982 | 2.2K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.32% | $4M | 11.0K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.32% | $1M | 3.7K | Q1 2026 |
| WealthBridge Capital Management, LLC$434M AUM | 0.32% | $1M | 3.6K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.32% | $2M | 4.6K | Q1 2026 |
| FSA Investment Group, LLC$248M AUM | 0.32% | $785,587 | 2.0K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.31% | $754M | 1.97M | Q1 2026 |
| Fort Baker Capital Management LP$1.3B AUM | 0.31% | $4M | 10.4K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.31% | $11M | 28.7K | Q1 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.31% | $475,631 | 1.2K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 0.31% | $801,225 | 2.1K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.31% | $424M | 1.32M | Q3 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.31% | $5M | 14.3K | Q3 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.30% | $814,725 | 2.1K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.30% | $814,725 | 2.1K | Q1 2026 |
| Pioneer Family Office, LLC$156M AUM | 0.30% | $473,499 | 1.2K | Q1 2026 |
| Investment Management Trust, LLC$103M AUM | 0.30% | $310,796 | 811 | Q1 2026 |
| IMG Wealth Management, Inc.$157M AUM | 0.30% | $471,199 | 1.2K | Q1 2026 |
| Concorde Asset Management, LLC$204M AUM | 0.30% | $746,549 | 2.1K | Q4 2025OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.30% | $859,581 | 3.1K | Q2 2025OLDER |
| FSA Advisors, Inc.$152M AUM | 0.30% | $449,552 | 1.2K | Q1 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.30% | $448,961 | 1.2K | Q1 2026 |
| Axecap Investments, LLC$145M AUM | 0.29% | $426,730 | 1.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.29% | $63M | 163.9K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.29% | $1M | 2.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.29% | $4.0B | 10.46M | Q1 2026 |
| ADAPT Investment Managers SA$7.6B AUM | 0.29% | $39M | 109.2K | Q4 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.29% | $1M | 2.6K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.29% | $1M | 2.6K | Q1 2026 |
| Northwest Wealth Advisors, LLC$140M AUM | 0.29% | $404,099 | 1.1K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.29% | $8M | 39.7K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.29% | $1M | 2.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.29% | $1.1B | 2.83M | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.29% | $584,184 | 1.8K | Q3 2025OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.29% | $9M | 22.5K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.28% | $5M | 14.2K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 0.28% | $367,297 | 958 | Q1 2026 |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.28% | $1M | 3.0K | Q4 2025OLDER |
| Welch Financial Planning, LLC$139M AUM | 0.28% | $387,234 | 1.0K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.28% | $1M | 2.9K | Q1 2026 |
| MPS Loria Financial Planners, LLC$379M AUM | 0.28% | $1M | 2.7K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.28% | $5M | 11.4K | Q1 2026 |
| Aspire Capital Advisors LLC$444M AUM | 0.28% | $1M | 3.2K | Q1 2026 |
| Elevate Capital Advisors, LLC$155M AUM | 0.28% | $417,438 | 1.2K | Q4 2025OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.28% | $613,057 | 1.6K | Q1 2026 |
| Two West Capital Advisors LLC$189M AUM | 0.28% | $520,063 | 1.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.28% | $99M | 258.7K | Q1 2026 |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.27% | $25M | 65.3K | Q1 2026 |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.27% | $2M | 4.2K | Q1 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.27% | $2M | 3.9K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.27% | $8M | 20.9K | Q1 2026 |
| Capula Management Ltd$14.1B AUM | 0.27% | $38M | 100.0K | Q1 2026 |
| Kesler, Norman & Wride, LLC$581M AUM | 0.27% | $2M | 4.1K | Q1 2026 |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.27% | $421,241 | 1.1K | Q1 2026 |
| ExodusPoint Capital Management, LP$12.6B AUM | 0.27% | $34M | 89.0K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.27% | $2M | 5.3K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.27% | $10M | 26.4K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.27% | $526,025 | 1.4K | Q1 2026 |
| Quantum Portfolio Management LLC$230M AUM | 0.27% | $612,290 | 1.6K | Q1 2026 |
| J HAGAN CAPITAL, INC.$185M AUM | 0.27% | $493,266 | 1.3K | Q1 2026 |
| Mystic Asset Management, Inc.$431M AUM | 0.27% | $1M | 3.0K | Q1 2026 |
| M3 Advisory Group, LLC$162M AUM | 0.26% | $429,398 | 1.1K | Q1 2026 |
| Meriwether Wealth & Planning, LLC$202M AUM | 0.26% | $479,250 | 1.3K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.26% | $401,456 | 1.0K | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.26% | $4M | 9.7K | Q1 2026 |
| Lewis Asset Management, LLC$245M AUM | 0.26% | $638,834 | 1.7K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.26% | $40M | 104.7K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.26% | $9M | 24.4K | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.26% | $1M | 3.0K | Q1 2026 |
| Keudell/Morrison Wealth Management$489M AUM | 0.26% | $1M | 3.3K | Q1 2026 |
| TruWealth Advisors, LLC$2.1B AUM | 0.26% | $5M | 13.9K | Q1 2026 |
| ARDSLEY ADVISORY PARTNERS LP$784M AUM | 0.26% | $2M | 7.0K | Q2 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.26% | $4M | 9.4K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.26% | $452,623 | 1.2K | Q1 2026 |
| Seelaus Asset Management LLC$142M AUM | 0.25% | $352,728 | 920 | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.25% | $562,318 | 1.5K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.25% | $7M | 17.4K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.25% | $2M | 4.3K | Q4 2025OLDER |
| COFG Advisors, LLC$404M AUM | 0.25% | $1M | 2.6K | Q1 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC$310M AUM | 0.25% | $775,487 | 2.0K | Q1 2026 |
| Cambridge Advisors Inc.$515M AUM | 0.25% | $1M | 3.3K | Q1 2026 |
| Bramshill Investments, LLC$1.2B AUM | 0.25% | $3M | 7.5K | Q1 2026 |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.25% | $233,872 | 610 | Q1 2026 |
| Aurora Private Wealth, Inc.$140M AUM | 0.25% | $345,000 | 958 | Q1 2026 |
| Curran Financial Partners, LLC$559M AUM | 0.24% | $1M | 3.5K | Q1 2026 |
| PKS Advisory Services, LLC$430M AUM | 0.24% | $1M | 2.7K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.24% | $5M | 13.3K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.24% | $1M | 3.6K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.24% | $15M | 38.2K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.24% | $3M | 8.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.24% | $15M | 38.2K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.23% | $11M | 28.4K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.23% | $984,110 | 2.6K | Q1 2026 |
| SHARPEPOINT LLC$168M AUM | 0.23% | $386,378 | 1.0K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.23% | $1M | 3.3K | Q1 2026 |
| Blue Fin Capital, Inc.$610M AUM | 0.23% | $1M | 3.7K | Q1 2026 |
| Traynor Capital Management, Inc.$1.7B AUM | 0.23% | $4M | 10.8K | Q1 2026 |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.23% | $1M | 3.6K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.23% | $229M | 596.8K | Q1 2026 |
| Colonial River Investments, LLC$279M AUM | 0.23% | $636,176 | 1.7K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.23% | $3M | 5.7K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.23% | $5M | 12.5K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.23% | $2M | 4.3K | Q1 2026 |
| INSTRUMENTAL WEALTH, LLC$163M AUM | 0.23% | $367,987 | 960 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.