VANGUARD WHITEHALL FDS
CUSIP 921946885
Vanguard Whitehall Fds has 451 institutional holders in Filings Flow’s 13F database, together reporting 62.70M shares worth $3.7B as of Q1 2026. The largest reported holders are Sei Investments Co, Jpmorgan Chase & Co, and Bank Of America Corp /De/.
Institutional Holders
451
Q1 2026
Reported Value
$3.7B
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 |
|---|---|---|---|---|
| Financial Alternatives, Inc$185M AUM | 8.62% | $16M | 243.4K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 6.37% | $22M | 331.7K | Q1 2026OLDER |
| Marks Wealth, LLC$380M AUM | 5.59% | $17M | 247.7K | Q4 2025OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 4.94% | $5M | 81.8K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 4.87% | $24M | 362.9K | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 4.82% | $9M | 130.4K | Q1 2026OLDER |
| GP Brinson Investments LLC$245M AUM | 3.75% | $9M | 136.6K | Q2 2026 |
| Virtus Family Office LLC$117M AUM | 3.73% | $4M | 66.6K | Q1 2026OLDER |
| Greystone Financial Group, LLC$353M AUM | 3.70% | $13M | 198.9K | Q1 2026OLDER |
| Ameraudi Asset Management, Inc.$184M AUM | 3.45% | $6M | 96.5K | Q1 2026OLDER |
| BlueSky Wealth Advisors, LLC$777M AUM | 3.44% | $27M | 406.5K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 3.40% | $9M | 140.8K | Q1 2026OLDER |
| PLANWISER FINANCIAL, LLC$138M AUM | 3.20% | $4M | 65.7K | Q1 2026OLDER |
| Vertrix Wealth Management, LLC$297M AUM | 3.04% | $8M | 125.6K | Q1 2026OLDER |
| Marotta Asset Management$601M AUM | 2.93% | $18M | 263.1K | Q2 2026 |
| Marion Wealth Management$451M AUM | 2.92% | $13M | 200.8K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 2.85% | $12M | 182.2K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 2.61% | $15M | 223.4K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 2.51% | $5M | 75.9K | Q1 2026OLDER |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 2.35% | $5M | 73.5K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 2.34% | $9M | 139.1K | Q1 2026OLDER |
| Connecticut Capital Management Group, LLC$106M AUM | 2.19% | $2M | 35.3K | Q1 2026OLDER |
| City State Bank$385M AUM | 2.17% | $8M | 127.3K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 2.12% | $7M | 107.4K | Q4 2025OLDER |
| MRA Advisory Group$276M AUM | 2.12% | $6M | 86.9K | Q2 2026 |
| BROWN WEALTH MANAGEMENT, LLC$389M AUM | 2.11% | $8M | 125.2K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 2.02% | $27M | 414.4K | Q1 2026OLDER |
| Echo45 Advisors LLC$178M AUM | 1.92% | $3M | 51.9K | Q1 2026OLDER |
| Columbus Macro, LLC$936M AUM | 1.86% | $17M | 265.2K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 1.85% | $3M | 43.7K | Q1 2026OLDER |
| BlueStem Wealth Partners, LLC$900M AUM | 1.83% | $17M | 251.2K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 1.82% | $3M | 42.3K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 1.71% | $18M | 278.3K | Q1 2026OLDER |
| CAPE COD FIVE CENTS SAVINGS BANK$1.1B AUM | 1.70% | $19M | 279.6K | Q4 2025OLDER |
| Traub Capital Management LLC$101M AUM | 1.66% | $2M | 25.5K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 1.66% | $3M | 39.4K | Q2 2026 |
| Yorktown Management & Research Co Inc$120M AUM | 1.65% | $2M | 30.0K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.64% | $5M | 70.9K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.61% | $2M | 34.9K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.57% | $2M | 35.7K | Q1 2026OLDER |
| BEACON ADVISORS HOLDINGS, LLC$187M AUM | 1.52% | $3M | 43.1K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 1.50% | $2M | 24.5K | Q1 2026OLDER |
| Custos Family Office, LLC$147M AUM | 1.46% | $2M | 31.8K | Q4 2025OLDER |
| Perissos Private Wealth Management, LLC$115M AUM | 1.44% | $2M | 24.7K | Q4 2025OLDER |
| K2 Financial Inc.$138M AUM | 1.41% | $2M | 28.7K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.38% | $3M | 47.7K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 1.32% | $6M | 85.4K | Q1 2026OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 1.27% | $12M | 179.2K | Q1 2026OLDER |
| L2 Asset Management, LLC$1.1B AUM | 1.26% | $13M | 200.9K | Q1 2026OLDER |
| Stablepoint Partners, LLC$723M AUM | 1.23% | $9M | 132.1K | Q2 2026 |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 1.21% | $3M | 53.0K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 1.21% | $22M | 327.5K | Q3 2025OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 1.19% | $69M | 1.05M | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 1.07% | $2M | 36.2K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.97% | $19M | 293.7K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 0.97% | $1M | 18.3K | Q4 2025OLDER |
| BRIGHTON SECURITIES CORP.$233M AUM | 0.96% | $2M | 33.3K | Q2 2026 |
| Allianz Investment Management U.S. LLC$2.7B AUM | 0.94% | $25M | 377.1K | Q3 2025OLDER |
| Sidoxia Capital Management, LLC$116M AUM | 0.94% | $1M | 16.6K | Q1 2026OLDER |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM | 0.94% | $2M | 23.5K | Q4 2025OLDER |
| POTOMAC FUND MANAGEMENT INC /ADV$2.9B AUM | 0.93% | $25M | 374.2K | Q4 2025OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.91% | $2M | 25.7K | Q1 2026OLDER |
| LARCH CAPITAL PARTNERS LLC$690M AUM | 0.90% | $6M | 94.7K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.89% | $5M | 72.8K | Q1 2026OLDER |
| Scissortail Wealth Management, LLC$498M AUM | 0.81% | $4M | 61.3K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 0.77% | $1M | 19.5K | Q3 2025OLDER |
| Shore Point Advisors, LLC$253M AUM | 0.77% | $2M | 33.0K | Q1 2026OLDER |
| Verde Capital Management$468M AUM | 0.76% | $4M | 53.8K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.73% | $27M | 406.2K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.73% | $2M | 29.7K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.72% | $2M | 27.6K | Q2 2026 |
| Strategic Financial Services, Inc.$2.1B AUM | 0.70% | $15M | 224.1K | Q1 2026OLDER |
| SUMITOMO LIFE INSURANCE CO$4.3B AUM | 0.69% | $29M | 446.1K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.67% | $5M | 73.1K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.66% | $1M | 21.8K | Q4 2025OLDER |
| Disciplined Investments, LLC$279M AUM | 0.64% | $2M | 27.3K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.64% | $64M | 977.8K | Q1 2026OLDER |
| RAINEY & RANDALL WEALTH ADVISORS INC.$616M AUM | 0.63% | $4M | 59.1K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.62% | $2M | 32.4K | Q2 2026 |
| GRIES FINANCIAL LLC$633M AUM | 0.62% | $4M | 58.5K | Q3 2025OLDER |
| Strategic Financial Planning, Inc.$171M AUM | 0.61% | $1M | 16.0K | Q4 2025OLDER |
| Seed Wealth Management, Inc.$145M AUM | 0.60% | $873,020 | 13.3K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.60% | $1M | 18.6K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.57% | $1M | 15.7K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.56% | $858,229 | 12.8K | Q2 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.8B AUM | 0.56% | $10M | 157.9K | Q1 2026OLDER |
| Heritage Family Offices, LLP$225M AUM | 0.55% | $1M | 19.0K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.55% | $4M | 54.3K | Q2 2026 |
| AXS Investments LLC$290M AUM | 0.54% | $2M | 23.2K | Q1 2026OLDER |
| Veery Capital, LLC$372M AUM | 0.52% | $2M | 28.6K | Q2 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.50% | $5M | 69.6K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.49% | $3M | 47.3K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.48% | $82M | 1.25M | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.47% | $5M | 76.1K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 0.47% | $1M | 19.8K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.47% | $818,280 | 12.1K | Q4 2025OLDER |
| Ridgewood Investments LLC$244M AUM | 0.46% | $1M | 17.2K | Q1 2026OLDER |
| Nilsine Partners, LLC$1.3B AUM | 0.46% | $6M | 87.9K | Q1 2026OLDER |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 0.45% | $15M | 223.8K | Q4 2025OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.45% | $857,845 | 13.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.43% | $2M | 23.5K | Q4 2025OLDER |
| Eagle Bay Advisors LLC$113M AUM | 0.42% | $477,829 | 7.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.42% | $86M | 1.31M | Q1 2026OLDER |
| Brandywine Asset Management, Inc.$126M AUM | 0.41% | $510,938 | 7.8K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.39% | $2M | 30.8K | Q3 2025OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.38% | $174M | 2.65M | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 0.38% | $1M | 22.7K | Q1 2026OLDER |
| Hidden Cove Wealth Management, LLC$156M AUM | 0.38% | $583,944 | 8.7K | Q4 2025OLDER |
| Note Advisors, LLC$200M AUM | 0.35% | $697,825 | 10.6K | Q1 2026OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.34% | $42M | 640.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.32% | $4M | 57.4K | Q1 2026OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.32% | $553,241 | 8.4K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 0.32% | $965,790 | 14.7K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.29% | $11M | 164.5K | Q2 2026 |
| ALLIANZ SE$9.0B AUM | 0.27% | $25M | 377.1K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.27% | $807,461 | 12.3K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.27% | $656,900 | 10.0K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.27% | $649,661 | 9.9K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.25% | $4M | 64.8K | Q4 2025OLDER |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.25% | $488,924 | 7.3K | Q1 2026OLDER |
| First Growth Capital LLC$111M AUM | 0.25% | $275,454 | 4.2K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.25% | $269M | 4.10M | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.24% | $4M | 63.9K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.24% | $3M | 42.3K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.24% | $6M | 84.9K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.24% | $4M | 63.8K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.23% | $1M | 18.6K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.23% | $3M | 48.3K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.22% | $3M | 51.1K | Q2 2026 |
| Investments & Financial Planning, LLC$184M AUM | 0.22% | $398,358 | 6.1K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.21% | $1M | 16.6K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.21% | $449,965 | 6.7K | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.21% | $10M | 151.1K | Q1 2026OLDER |
| ELEVATUS WELATH MANAGEMENT$191M AUM | 0.19% | $372,057 | 5.7K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.19% | $3M | 48.0K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.19% | $481,338 | 7.3K | Q1 2026OLDER |
| FC Advisory LLC$378M AUM | 0.19% | $712,147 | 10.6K | Q2 2026 |
| DRAVO BAY LLC$246M AUM | 0.18% | $448,825 | 6.8K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.18% | $223,477 | 3.4K | Q1 2026OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.17% | $1M | 19.2K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.17% | $252,573 | 3.8K | Q2 2026 |
| Prostatis Group LLC$391M AUM | 0.17% | $651,776 | 9.9K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.17% | $8M | 111.5K | Q4 2025OLDER |
| JT Stratford LLC$786M AUM | 0.17% | $1M | 19.9K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.16% | $495,040 | 7.5K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.16% | $5M | 69.5K | Q4 2025OLDER |
| Downshift Financial, LLC$193M AUM | 0.15% | $291,954 | 4.4K | Q1 2026OLDER |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.15% | $50M | 755.7K | Q1 2026OLDER |
| Carter Financial Group, INC.$162M AUM | 0.15% | $239,177 | 3.6K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.15% | $3M | 38.7K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.14% | $8M | 121.7K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.14% | $624,320 | 9.5K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.14% | $194,639 | 3.0K | Q1 2026OLDER |
| PACK Private Wealth, LLC$218M AUM | 0.14% | $304,999 | 4.6K | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 0.14% | $506,318 | 7.7K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.14% | $10M | 152.1K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.14% | $2M | 32.5K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.13% | $14M | 206.5K | Q1 2026OLDER |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.13% | $217,799 | 3.2K | Q4 2025OLDER |
| USS Investment Management Ltd$25.6B AUM | 0.13% | $28M | 420.0K | Q3 2025OLDER |
| FLC Capital Advisors$560M AUM | 0.11% | $628,299 | 9.6K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.11% | $233,330 | 3.6K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.11% | $1M | 22.0K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.11% | $1M | 17.9K | Q2 2026 |
| First Citizens Asset Management, Inc.$178M AUM | 0.11% | $306,065 | 4.5K | Q4 2025OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.11% | $233,200 | 3.5K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.11% | $372,348 | 5.5K | Q4 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.10% | $185,393 | 2.8K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.10% | $484,063 | 7.2K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.10% | $2M | 28.3K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.10% | $464,888 | 7.1K | Q1 2026OLDER |
| KKM Financial LLC$563M AUM | 0.10% | $549,622 | 8.2K | Q1 2026OLDER |
| Adalta Capital Management LLC$209M AUM | 0.10% | $200,355 | 3.0K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.09% | $3M | 49.2K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.09% | $12M | 183.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.09% | $1M | 22.1K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.08% | $876,215 | 13.3K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 0.08% | $398,935 | 6.1K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.08% | $229,514 | 3.5K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.08% | $452,397 | 6.9K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.08% | $115M | 1.75M | Q1 2026OLDER |
| Ascent Wealth Partners, LLC$860M AUM | 0.08% | $662,878 | 10.1K | Q1 2026OLDER |
| TSG Advice Partners, LLC$667M AUM | 0.08% | $512,341 | 7.8K | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.08% | $9M | 127.8K | Q3 2025OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.07% | $2M | 23.6K | Q4 2025OLDER |
| Joule Financial, LLC$343M AUM | 0.07% | $252,512 | 3.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.07% | $2M | 23.0K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.07% | $579,755 | 8.7K | Q3 2025OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 0.07% | $496,519 | 7.4K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.07% | $462,326 | 7.0K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.07% | $293,766 | 4.5K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.07% | $443,005 | 6.8K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.07% | $2M | 30.6K | Q4 2025OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.06% | $294,817 | 4.5K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.06% | $525,435 | 8.0K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.06% | $4M | 67.6K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.06% | $21M | 324.2K | Q1 2026OLDER |
| BLB&B Advisors, LLC$2.4B AUM | 0.06% | $1M | 22.5K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $4M | 68.1K | Q1 2026OLDER |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.06% | $208,118 | 3.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.06% | $2M | 29.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 24.7K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 0.06% | $200,814 | 3.1K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.06% | $2M | 31.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.06% | $3M | 40.9K | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.05% | $2M | 26.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.05% | $11M | 171.9K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.05% | $818,295 | 12.5K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $375,653 | 5.6K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.05% | $193M | 2.93M | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.05% | $87,433 | 1.3K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.05% | $1M | 16.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.05% | $86M | 1.31M | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.05% | $5M | 76.4K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.05% | $481,245 | 7.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $229,797 | 3.5K | Q1 2026OLDER |
| Integris Wealth Management, LLC$435M AUM | 0.05% | $201,639 | 3.1K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.05% | $57,486 | 875 | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.05% | $545,758 | 8.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $521,022 | 7.8K | Q3 2025OLDER |
| Trust Point Inc.$1.2B AUM | 0.04% | $526,288 | 7.8K | Q2 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.04% | $410,628 | 6.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $589,854 | 9.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.04% | $835,771 | 12.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.04% | $559,902 | 8.5K | Q1 2026OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.04% | $505,677 | 7.7K | Q1 2026OLDER |
| Diversified Enterprises, LLC$1.8B AUM | 0.04% | $771,529 | 11.7K | Q1 2026OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.04% | $240,047 | 3.6K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 16.5K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.04% | $3M | 44.6K | Q2 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.04% | $48,808 | 743 | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.04% | $255,971 | 3.9K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $593,114 | 9.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $3M | 40.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.04% | $252,709 | 3.8K | Q1 2026OLDER |
| Pictet North America Advisors SA$1.0B AUM | 0.04% | $381,790 | 5.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.04% | $3M | 47.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.04% | $70M | 1.07M | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.04% | $210M | 3.19M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.04% | $1M | 19.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $34M | 511.0K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.04% | $1M | 21.7K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.04% | $238,203 | 3.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $6M | 98.1K | Q1 2026OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.03% | $225,745 | 3.3K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 18.5K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.03% | $325,335 | 4.9K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $524,621 | 8.0K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.03% | $769,624 | 11.7K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.03% | $417,886 | 6.4K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.03% | $996,124 | 15.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 28.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 84.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $11M | 162.1K | Q1 2026OLDER |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 0.03% | $208,763 | 3.2K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.03% | $119,229 | 1.8K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $518,492 | 7.9K | Q1 2026OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.03% | $224,457 | 3.3K | Q2 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.03% | $217,664 | 3.2K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.03% | $374,499 | 5.7K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.03% | $1M | 20.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $13M | 202.6K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.03% | $78,388 | 1.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.03% | $323,984 | 4.9K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.03% | $226,762 | 3.5K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $243,315 | 3.7K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.03% | $12M | 181.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.02% | $51M | 779.5K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.02% | $1M | 17.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $104M | 1.59M | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 20.1K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.02% | $4M | 55.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $573,802 | 8.7K | Q2 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.02% | $334,917 | 5.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $16M | 239.9K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $917,598 | 13.9K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 67.4K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.02% | $818,100 | 12.1K | Q2 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $110M | 1.68M | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $61,617 | 938 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $13M | 198.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 273.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 15.9K | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.02% | $5M | 79.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 77.6K | Q2 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $327,591 | 5.0K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.02% | $36,786 | 560 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $267M | 4.10M | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 23.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $89M | 1.35M | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $222M | 3.38M | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.02% | $234,319 | 3.5K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $415,226 | 6.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $218,317 | 3.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $649,476 | 9.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.01% | $144,649 | 2.2K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $803,035 | 12.2K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $332,851 | 5.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $685,869 | 10.4K | Q1 2026OLDER |
| Asset Management One Co., Ltd.$33.9B AUM | 0.01% | $5M | 73.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $9M | 142.3K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.01% | $54,194 | 825 | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.01% | $309,693 | 4.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 16.6K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $33,715 | 500 | Q4 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $43,249 | 642 | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $24,568 | 374 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 51.5K | Q1 2026OLDER |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.01% | $220,496 | 3.3K | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $1M | 16.7K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.01% | $2M | 23.6K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 15.8K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $73,836 | 1.1K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $25,356 | 386 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 66.1K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $15M | 227.7K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $3M | 47.8K | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $21,000 | 315 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $3M | 41.4K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 17.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $351,574 | 5.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $301,277 | 4.5K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $878,006 | 13.0K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $422,803 | 6.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $632,424 | 9.6K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $362,209 | 5.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 460.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $8M | 115.1K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $375,247 | 5.6K | Q4 2025OLDER |
| 10Elms LLP$159M AUM | 0.01% | $13,138 | 200 | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.01% | $24,432 | 362 | Q4 2025OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.01% | $2M | 25.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $51M | 781.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $28M | 432.3K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.01% | $9,722 | 148 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 70.1K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $114M | 1.70M | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $230,297 | 3.4K | Q2 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $204,245 | 3.0K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $173,494 | 2.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $3M | 49.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 69.7K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.01% | $13,138 | 200 | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $19,466 | 296 | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $24,963 | 380 | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $309,514 | 4.7K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.01% | $12,162 | 12.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $492,869 | 7.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 45.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $369,935 | 5.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $3M | 41.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $4M | 53.8K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $13,380 | 200 | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.00% | $241,809 | 3.7K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $17,342 | 264 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $4M | 53.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $217,368 | 3.3K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $28,050 | 427 | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 22.3K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $13M | 201.0K | Q1 2026OLDER |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $6,175 | 94 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $12,302 | 182 | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $178,808 | 2.7K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $293,766 | 4.5K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.00% | $40,334 | 614 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 54.3K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.00% | $4,401 | 67 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 87.3K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.00% | $9,394 | 143 | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.00% | $41,056 | 625 | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $9,285 | 141 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $57,338 | 873 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $8,204 | 125 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3M | 39.4K | Q1 2026OLDER |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.00% | $5,260 | 78 | Q4 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $7,484 | 111 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $62,976 | 960 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $5,664 | 84 | Q4 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $249,602 | 3.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $265,387 | 4.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $78,200 | 1.2K | Q1 2026OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $25,882 | 394 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $568,020 | 8.6K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $7,489 | 114 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $5M | 73.4K | Q4 2025OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $31,872 | 474 | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $869,256 | 13.2K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $71,274 | 1.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 22.1K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $23,081 | 345 | Q3 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $113,368 | 1.7K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $7,751 | 118 | Q1 2026OLDER |
| Granite FO LLC$169M AUM | 0.00% | $3,810 | 58 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $23,583 | 359 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $278,346 | 4.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $10,905 | 166 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $287,820 | 4.4K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $3,745 | 57 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 33.7K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $235,499 | 3.6K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $49,924 | 760 | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $5,419 | 81 | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $3,776 | 56 | Q4 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,022 | 46 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $238,126 | 3.6K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $16,028 | 244 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $13,598 | 207 | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.00% | $5,518 | 84 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $215,725 | 3.3K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $788,280 | 12.0K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 43.6K | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.00% | $4,861 | 74 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $5,256 | 80 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $10,088 | 154 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $289,145 | 4.3K | Q3 2025OLDER |
| Planning Project LLC$398M AUM | 0.00% | $4,206 | 62 | Q4 2025OLDER |
| MOTCO$1.1B AUM | 0.00% | $11,102 | 169 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $206,726 | 3.1K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,940 | 29.0K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $161,018 | 2.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $8,187 | 124 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3M | 40.9K | Q1 2026OLDER |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $964,264 | 14.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $210,208 | 3.2K | Q1 2026OLDER |
| Evelyn Partners Investment Management LLP$3.7B AUM | 0.00% | $30,217 | 460 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $3,127 | 48 | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $1,708 | 26 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $429,490 | 6.4K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $512,063 | 7.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $2,365 | 36 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $8,475 | 129 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $108,546 | 1.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $114,593 | 1.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $12,272 | 182 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 68.4K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.00% | $1,642 | 25 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $11,525 | 175 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $9,722 | 148 | Q1 2026OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $674 | 10 | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $6,766 | 103 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 15.3K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $742 | 11 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 43.3K | Q3 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $2,431 | 37 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $4,160 | 63 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.00% | $2,759 | 42 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $18,948 | 281 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 30.4K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,082 | 320 | Q2 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $723 | 11 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $3,745 | 57 | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $4,658 | 69 | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $8,277 | 126 | Q1 2026OLDER |
| Pillar Financial Advisors, LLC$171M AUM | 0.00% | $473 | 7 | Q4 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $3,416 | 52 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 36.6K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $7,883 | 120 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $241,739 | 3.7K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.00% | $1,764 | 27 | Q3 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $16,333 | 249 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $920 | 14 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $538,159 | 8.0K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.00% | $460 | 7 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $11M | 168.4K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $1,182 | 18 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $1,349 | 20 | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $295,605 | 4.5K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.00% | $204 | 3 | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $8,605 | 131 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $3M | 50.4K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $3,881 | 58 | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $651,054 | 9.9K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $1,116 | 17 | Q3 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $15,371 | 234 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $3,372 | 50 | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $394 | 6 | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $270 | 4 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $481,113 | 7.1K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $155,948 | 2.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,182 | 18 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $723 | 11 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $451,225 | 6.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $11,495 | 175 | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $332 | 5 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $3,181 | 48 | Q3 2025OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $134 | 2 | Q4 2025OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $460 | 7 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,445 | 22 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $1,117 | 17 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $9,854 | 150 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $131 | 2 | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $5,584 | 85 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $66 | 1 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $395 | 6 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $28,115 | 428 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $3,153 | 48 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $7,686 | 117 | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $203 | 3 | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $65,690 | 1.0K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $202 | 3 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.