VUSBVANGUARD BD INDEX FDS
CUSIP 92203C303 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Bd Index Fds (VUSB) has 464 institutional holders in Filings Flow’s 13F database, together reporting 91.38M shares worth $4.4B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Adventist Health System Sunbelt Healthcare Corp, and Wells Fargo & Company/Mn.
Institutional Holders
464
Q1 2026
Reported Value
$4.4B
Ticker
VUSB
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$2.9B AUM | 15.34% | $438M | 8.81M | Q1 2026OLDER |
| Calder Financial LLC$106M AUM | 15.05% | $16M | 320.8K | Q2 2026 |
| Pacific Center for Financial Services$394M AUM | 14.19% | $56M | 1.12M | Q1 2026OLDER |
| Bramshill Investments, LLC$1.2B AUM | 13.30% | $154M | 3.10M | Q1 2026OLDER |
| Fortitude Advisory Group L.L.C.$222M AUM | 12.28% | $27M | 548.5K | Q1 2026OLDER |
| Global Wealth Management, LLC$183M AUM | 11.95% | $22M | 440.3K | Q1 2026OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 10.90% | $12M | 237.9K | Q1 2026OLDER |
| Red Wave Investments LLC$335M AUM | 9.82% | $33M | 660.1K | Q1 2026OLDER |
| McClarren Financial Advisors, Inc.$169M AUM | 9.13% | $15M | 309.8K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 7.73% | $142M | 2.85M | Q1 2026OLDER |
| DMKC Advisory Services, LLC$530M AUM | 7.69% | $41M | 817.8K | Q2 2026 |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 7.38% | $23M | 466.6K | Q1 2026OLDER |
| SpringVest Wealth Management LLC$146M AUM | 6.79% | $10M | 199.8K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 6.47% | $15M | 295.9K | Q1 2026OLDER |
| David Kennon Inc$279M AUM | 6.43% | $18M | 360.2K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 6.34% | $32M | 646.8K | Q2 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 5.68% | $10M | 210.2K | Q1 2026OLDER |
| Schulz Wealth, LTD.$156M AUM | 5.67% | $9M | 177.5K | Q4 2025OLDER |
| CWC Advisors, LLC.$210M AUM | 5.56% | $12M | 234.8K | Q1 2026OLDER |
| Harpswell Capital Advisors, LLC$134M AUM | 4.84% | $6M | 130.5K | Q1 2026OLDER |
| KEYNOTE FINANCIAL SERVICES LLC$188M AUM | 4.70% | $9M | 177.6K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 4.69% | $25M | 494.5K | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 4.66% | $17M | 340.4K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 4.28% | $7M | 133.6K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$223M AUM | 3.99% | $9M | 179.0K | Q2 2026 |
| Alpha Omega Wealth Management LLC$617M AUM | 3.97% | $24M | 491.6K | Q1 2026OLDER |
| Coyle Financial Counsel LLC$473M AUM | 3.90% | $18M | 369.9K | Q1 2026OLDER |
| Kintayl Capital LP$192M AUM | 3.72% | $6M | 120.6K | Q3 2025OLDER |
| Charter Oak Capital Management, LLC$1.3B AUM | 3.37% | $43M | 872.9K | Q1 2026OLDER |
| Leeward Financial Partners, LLC$336M AUM | 3.27% | $11M | 221.0K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 2.98% | $13M | 263.6K | Q1 2026OLDER |
| Colony Family Offices, LLC$406M AUM | 2.90% | $12M | 236.6K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 2.89% | $6M | 128.9K | Q1 2026OLDER |
| HTG Investment Advisors, Inc.$352M AUM | 2.74% | $10M | 193.7K | Q1 2026OLDER |
| Payne Capital LLC$109M AUM | 2.71% | $3M | 59.3K | Q1 2026OLDER |
| Signature Wealth Management Group$263M AUM | 2.68% | $7M | 141.9K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 2.68% | $71M | 1.42M | Q1 2026OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 2.57% | $3M | 58.6K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 2.44% | $4M | 85.6K | Q1 2026OLDER |
| Mustard Seed Financial, LLC$167M AUM | 2.39% | $4M | 80.0K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 2.33% | $3M | 53.3K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 2.26% | $17M | 347.9K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 2.22% | $19M | 391.1K | Q2 2026 |
| Pillar Financial Advisors, LLC$171M AUM | 2.05% | $4M | 70.6K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 2.02% | $2M | 48.7K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 1.98% | $5M | 100.8K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 1.86% | $12M | 244.4K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 1.83% | $8M | 165.0K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 1.82% | $3M | 57.2K | Q1 2026OLDER |
| Pine Harbor Wealth Management, LLC$334M AUM | 1.75% | $6M | 117.6K | Q1 2026OLDER |
| Fischer Financial Services, Inc.$297M AUM | 1.73% | $5M | 103.5K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 1.72% | $2M | 42.7K | Q2 2026 |
| Summitas Investment Management LLC$133M AUM | 1.67% | $2M | 44.5K | Q1 2026OLDER |
| GEN Financial Management, INC.$162M AUM | 1.62% | $2M | 37.7K | Q3 2025OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 1.62% | $5M | 104.0K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 1.61% | $5M | 92.0K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 1.56% | $21M | 416.1K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 1.50% | $4M | 80.9K | Q1 2026OLDER |
| Aberdeen Wealth Management LLC$219M AUM | 1.44% | $3M | 63.4K | Q1 2026OLDER |
| Walker Financial Services, Inc.$292M AUM | 1.40% | $4M | 82.2K | Q1 2026OLDER |
| INTREPID FAMILY OFFICE LLC$124M AUM | 1.40% | $2M | 32.5K | Q4 2025OLDER |
| Evergreen Wealth Management, LLC$194M AUM | 1.31% | $3M | 51.1K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 1.20% | $2M | 45.1K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 1.20% | $2M | 45.5K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 1.18% | $8M | 163.5K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 1.18% | $21M | 413.4K | Q4 2025OLDER |
| Alpha Zero LLC$198M AUM | 1.16% | $2M | 45.9K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 1.16% | $5M | 90.7K | Q2 2026 |
| Blue Trust, Inc.$8.7B AUM | 1.14% | $100M | 2.01M | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 1.13% | $2M | 33.3K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 1.10% | $3M | 52.7K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 1.08% | $22M | 435.0K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 1.05% | $8M | 162.0K | Q2 2026 |
| R.H. Investment Group, LLC$130M AUM | 1.01% | $1M | 26.4K | Q1 2026OLDER |
| Camarda Financial Advisors, LLC$190M AUM | 0.94% | $2M | 35.9K | Q1 2026OLDER |
| Compass Financial Group, Inc.$222M AUM | 0.90% | $2M | 39.9K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 0.88% | $2M | 47.5K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.87% | $5M | 93.5K | Q1 2026OLDER |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.86% | $10M | 200.0K | Q2 2026 |
| Powerhouse Assets LLC$115M AUM | 0.82% | $945,701 | 19.0K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.82% | $3M | 64.0K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 0.81% | $2M | 41.0K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.79% | $2M | 39.5K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.78% | $16M | 326.6K | Q1 2026OLDER |
| Plum Street Advisors, LLC$289M AUM | 0.77% | $2M | 44.5K | Q1 2026OLDER |
| Life Planning Partners, Inc$131M AUM | 0.74% | $975,559 | 19.6K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.74% | $8M | 163.4K | Q1 2026OLDER |
| Fortis Advisors, LLC$200M AUM | 0.73% | $1M | 29.4K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.72% | $2M | 37.6K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.68% | $1M | 26.4K | Q2 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.59% | $5M | 107.4K | Q4 2025OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.58% | $4M | 80.5K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.57% | $1M | 24.8K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.57% | $1M | 24.5K | Q1 2026OLDER |
| Finivi Inc.$195M AUM | 0.57% | $1M | 22.2K | Q2 2026 |
| Enclave Advisors LLC$729M AUM | 0.56% | $4M | 82.6K | Q1 2026OLDER |
| Infinity Wealth Counsel, LLC$124M AUM | 0.54% | $672,370 | 13.5K | Q2 2026 |
| CAMBIENT FAMILY OFFICE, LLC$716M AUM | 0.54% | $4M | 77.9K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 0.54% | $5M | 108.1K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.53% | $643,484 | 12.9K | Q3 2025OLDER |
| XY Planning Network, Inc.$626M AUM | 0.51% | $3M | 64.7K | Q1 2026OLDER |
| ADVISORY RESEARCH INC$813M AUM | 0.50% | $4M | 81.9K | Q1 2026OLDER |
| Convergence Financial, LLC$943M AUM | 0.49% | $5M | 92.7K | Q1 2026OLDER |
| William Howard & Co Financial Advisors Inc$129M AUM | 0.48% | $621,055 | 12.5K | Q2 2026 |
| Capital Investment Services of America, Inc.$958M AUM | 0.48% | $5M | 91.9K | Q1 2026OLDER |
| Prudent Man Investment Management, Inc.$297M AUM | 0.47% | $1M | 27.8K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.46% | $29M | 580.8K | Q1 2026OLDER |
| Valpey Financial Services, LLC$154M AUM | 0.46% | $707,355 | 14.2K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.46% | $2M | 36.3K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.42% | $6M | 113.7K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 0.42% | $720,497 | 14.5K | Q1 2026OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.42% | $3M | 57.4K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.40% | $44M | 881.6K | Q1 2026OLDER |
| Joel Adams & Associates, Inc.$135M AUM | 0.40% | $532,801 | 10.7K | Q1 2026OLDER |
| Exeter Financial, LLC$245M AUM | 0.39% | $958,212 | 19.2K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.39% | $2M | 34.0K | Q2 2026 |
| Amicus Financial Advisors, LLC$363M AUM | 0.38% | $1M | 27.9K | Q1 2026OLDER |
| Heirloom Wealth Management$555M AUM | 0.37% | $2M | 41.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.37% | $7M | 131.4K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.36% | $16M | 312.1K | Q1 2026OLDER |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$584M AUM | 0.36% | $2M | 41.8K | Q1 2026OLDER |
| WASHINGTON CAPITAL MANAGEMENT, INC$118M AUM | 0.36% | $499,950 | 10.0K | Q3 2025OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.35% | $4M | 76.5K | Q1 2026OLDER |
| Old Peak Finance LLC$171M AUM | 0.34% | $590,567 | 11.9K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.33% | $7M | 136.9K | Q2 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.33% | $5M | 98.8K | Q2 2026 |
| TriaGen Wealth Management LLC$366M AUM | 0.32% | $1M | 23.9K | Q1 2026OLDER |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.32% | $358,338 | 7.2K | Q1 2026OLDER |
| Robinhood Asset Management, LLC$1.4B AUM | 0.32% | $4M | 88.4K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.32% | $6M | 118.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.32% | $457,272 | 9.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.31% | $23M | 463.6K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.30% | $656,664 | 13.2K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.30% | $380,805 | 7.6K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.30% | $693,555 | 13.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.29% | $13M | 264.9K | Q1 2026OLDER |
| Carnegie Lake Advisors LLC$252M AUM | 0.29% | $731,790 | 14.7K | Q1 2026OLDER |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM | 0.29% | $520,403 | 10.5K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.28% | $1M | 22.8K | Q1 2026OLDER |
| LIFE LINE WEALTH MANAGEMENT LLC$224M AUM | 0.28% | $628,808 | 12.6K | Q1 2026OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.27% | $4M | 87.7K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.26% | $1M | 21.8K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.26% | $571,822 | 11.5K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.25% | $1M | 21.3K | Q1 2026OLDER |
| TFO Wealth Partners, LLC$735M AUM | 0.24% | $2M | 36.0K | Q1 2026OLDER |
| SP Asset Management LLC$1.1B AUM | 0.24% | $3M | 54.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.24% | $4M | 77.5K | Q1 2026OLDER |
| Ballentine Capital Advisors, Inc$242M AUM | 0.24% | $571,084 | 11.5K | Q1 2026OLDER |
| CGC Financial Services, LLC$346M AUM | 0.22% | $772,861 | 15.5K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.22% | $2M | 42.4K | Q1 2026OLDER |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.22% | $640,066 | 12.9K | Q1 2026OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 0.22% | $303,838 | 6.1K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.21% | $6M | 116.9K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.21% | $13M | 260.3K | Q1 2026OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.21% | $1M | 26.3K | Q1 2026OLDER |
| Alpine Bank Wealth Management$688M AUM | 0.21% | $1M | 28.4K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 0.20% | $249,672 | 5.0K | Q1 2026OLDER |
| Ruedi Wealth Management, Inc.$388M AUM | 0.20% | $784,841 | 15.8K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 0.20% | $633,754 | 12.7K | Q1 2026OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.20% | $933,362 | 18.7K | Q1 2026OLDER |
| SARD WEALTH MANAGEMENT GROUP, LLC$184M AUM | 0.20% | $369,495 | 7.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.19% | $26M | 521.2K | Q1 2026OLDER |
| SAM Advisors, LLC$319M AUM | 0.19% | $612,418 | 12.3K | Q1 2026OLDER |
| Family CFO Inc$223M AUM | 0.19% | $427,404 | 8.6K | Q1 2026OLDER |
| SIGNAL TREE FINANCIAL PARTNERS LLC$132M AUM | 0.19% | $253,509 | 5.1K | Q1 2026OLDER |
| Wisconsin Wealth Advisors, LLC$117M AUM | 0.19% | $221,123 | 4.4K | Q2 2026 |
| Victrix Investment Advisors$239M AUM | 0.19% | $517,117 | 10.4K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.19% | $363,231 | 7.3K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.18% | $362,943 | 7.3K | Q1 2026OLDER |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.18% | $17M | 339.1K | Q1 2026OLDER |
| Bulwark Capital Corp$178M AUM | 0.18% | $313,216 | 6.3K | Q2 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.18% | $417,998 | 8.4K | Q1 2026OLDER |
| Kraft, Davis & Associates, LLC$479M AUM | 0.17% | $775,618 | 15.5K | Q4 2025OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.17% | $2M | 41.8K | Q2 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.17% | $2M | 42.4K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.17% | $2M | 37.9K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.17% | $248,925 | 5.0K | Q1 2026OLDER |
| Successful Portfolios LLC$181M AUM | 0.17% | $304,254 | 6.1K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.16% | $471,531 | 9.5K | Q1 2026OLDER |
| Prepared Retirement Institute LLC$202M AUM | 0.16% | $330,274 | 6.6K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.16% | $454,922 | 9.1K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.16% | $277,625 | 5.6K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.16% | $641,778 | 12.9K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.16% | $5M | 101.9K | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.15% | $6M | 119.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.15% | $3M | 66.7K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.15% | $746,775 | 15.0K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 0.15% | $559,633 | 11.2K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.15% | $5M | 102.7K | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.15% | $1M | 20.9K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.15% | $748,866 | 15.0K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.14% | $641,266 | 12.9K | Q2 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.14% | $3M | 50.3K | Q1 2026OLDER |
| Hummer Financial Advisory Services Inc$152M AUM | 0.14% | $209,076 | 4.2K | Q2 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.14% | $1M | 25.1K | Q1 2026OLDER |
| Chesley Taft & Associates LLC$2.6B AUM | 0.13% | $3M | 68.8K | Q2 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.13% | $14M | 272.8K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.13% | $864,867 | 17.4K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.13% | $377,520 | 7.6K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$432M AUM | 0.13% | $554,101 | 11.1K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.13% | $3M | 69.0K | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.13% | $832,903 | 16.7K | Q1 2026OLDER |
| Verus Financial Partners, Inc.$1.1B AUM | 0.12% | $1M | 27.2K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.12% | $4M | 85.6K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 0.12% | $235,236 | 4.7K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.12% | $346,006 | 7.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.11% | $248,402 | 5.0K | Q1 2026OLDER |
| Financial Futures Ltd Liability Co.$228M AUM | 0.11% | $258,434 | 5.2K | Q1 2026OLDER |
| Murphy Pohlad Asset Management LLC$279M AUM | 0.11% | $312,649 | 6.3K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 0.11% | $1M | 24.4K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.11% | $244,576 | 4.9K | Q3 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.11% | $8M | 154.9K | Q2 2026 |
| Elser Financial Planning, Inc$2.1B AUM | 0.11% | $2M | 44.2K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.10% | $749,908 | 15.1K | Q1 2026OLDER |
| New Capital Management LP$406M AUM | 0.10% | $420,534 | 8.4K | Q1 2026OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.10% | $2M | 39.0K | Q1 2026OLDER |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.10% | $1M | 24.8K | Q3 2025OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.10% | $248,801 | 5.0K | Q1 2026OLDER |
| New Hampshire Trust$496M AUM | 0.10% | $500,538 | 10.1K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.10% | $3M | 55.2K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.10% | $3M | 54.8K | Q1 2026OLDER |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.09% | $7M | 147.3K | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.09% | $202,326 | 4.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.09% | $88M | 1.76M | Q1 2026OLDER |
| 25 LLC$324M AUM | 0.09% | $295,463 | 5.9K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.09% | $1M | 22.8K | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.09% | $103,148 | 2.1K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.08% | $836,637 | 16.8K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.08% | $245,838 | 4.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.08% | $15M | 305.3K | Q1 2026OLDER |
| BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM | 0.08% | $1M | 25.6K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.08% | $1M | 22.2K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.08% | $3M | 51.4K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.08% | $3M | 65.5K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 0.08% | $358,155 | 7.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.08% | $1.3B | 25.18M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.08% | $3M | 64.1K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.08% | $1M | 21.0K | Q4 2025OLDER |
| TERRIL BROTHERS, INC.$366M AUM | 0.08% | $283,775 | 5.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.08% | $2M | 34.5K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.07% | $483,907 | 9.7K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.07% | $3M | 63.1K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.07% | $44M | 893.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $639,588 | 12.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.07% | $4M | 75.5K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.07% | $244,942 | 4.9K | Q1 2026OLDER |
| Frankly Finances, LLC$110M AUM | 0.07% | $77,515 | 1.6K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.07% | $625,910 | 12.6K | Q1 2026OLDER |
| Premier Financial Group$587M AUM | 0.07% | $252,475 | 5.0K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $24M | 481.1K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.07% | $283,775 | 5.7K | Q1 2026OLDER |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.06% | $1M | 20.4K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.06% | $1M | 20.1K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.06% | $878,706 | 17.6K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.06% | $118,181 | 2.4K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.06% | $2M | 36.5K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.06% | $264,124 | 5.3K | Q3 2025OLDER |
| Allegheny Financial Group$742M AUM | 0.06% | $415,981 | 8.3K | Q4 2025OLDER |
| GSG Advisors LLC$385M AUM | 0.06% | $232,112 | 4.7K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.06% | $435,447 | 8.7K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.06% | $278,547 | 5.6K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.06% | $5M | 95.0K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.06% | $201,231 | 4.0K | Q1 2026OLDER |
| TRB Wealth Management, LLC$704M AUM | 0.06% | $388,111 | 7.8K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 0.05% | $301,797 | 6.1K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.05% | $2M | 37.8K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 23.6K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.05% | $2M | 33.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.05% | $14M | 271.7K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.05% | $862,463 | 17.3K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.05% | $451,650 | 9.1K | Q1 2026OLDER |
| BRASADA CAPITAL MANAGEMENT, LP$545M AUM | 0.05% | $260,809 | 5.3K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.05% | $965,553 | 19.3K | Q3 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.05% | $3M | 56.9K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.05% | $2M | 34.7K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $1M | 29.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.04% | $32M | 646.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $4M | 75.6K | Q1 2026OLDER |
| EQUITY INVESTMENT CORP$5.1B AUM | 0.04% | $2M | 45.5K | Q1 2026OLDER |
| Factor Wealth Management LTD$661M AUM | 0.04% | $203,142 | 4.1K | Q4 2025OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.04% | $575,030 | 11.6K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.04% | $331,070 | 6.7K | Q1 2026OLDER |
| HOLDERNESS INVESTMENTS CO$498M AUM | 0.04% | $211,337 | 4.2K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.04% | $80,042 | 1.6K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 38.7K | Q1 2026OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.04% | $840,421 | 16.9K | Q1 2026OLDER |
| Texas Yale Capital Corp.$3.5B AUM | 0.04% | $1M | 26.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 147.1K | Q1 2026OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.04% | $188,020 | 3.8K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.04% | $228,414 | 4.6K | Q1 2026OLDER |
| Bath Savings Trust Co$965M AUM | 0.04% | $338,404 | 6.8K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $180M | 3.61M | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $126M | 2.53M | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $291,213 | 5.8K | Q2 2026 |
| CUTLER INVESTMENT COUNSEL LLC$971M AUM | 0.03% | $311,953 | 6.3K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.03% | $1M | 21.1K | Q2 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.03% | $507,308 | 10.2K | Q2 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $770,025 | 15.5K | Q2 2026 |
| Triumph Capital Management$491M AUM | 0.03% | $151,844 | 3.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $470,453 | 9.4K | Q3 2025OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.03% | $267,665 | 5.4K | Q2 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $544,622 | 10.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $806,409 | 16.2K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $323,354 | 6.5K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.03% | $278,977 | 5.6K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.03% | $232,837 | 4.7K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 0.03% | $302,928 | 6.1K | Q4 2025OLDER |
| Planning Center, Inc.$987M AUM | 0.03% | $273,768 | 5.5K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.03% | $416,166 | 8.4K | Q2 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.03% | $273,790 | 5.5K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $18M | 365.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $452,249 | 9.1K | Q4 2025OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.03% | $332,647 | 6.7K | Q4 2025OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.03% | $29,306 | 588 | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 96.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $9M | 172.7K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.02% | $140,344 | 2.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $2M | 30.7K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $2M | 37.9K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.02% | $75,274 | 1.5K | Q2 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $13M | 256.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 55.9K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.02% | $50,468 | 1.0K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.02% | $203,272 | 4.1K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $2M | 35.0K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.02% | $271,129 | 5.4K | Q2 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.02% | $68,853 | 1.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $10M | 196.9K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.02% | $328,245 | 6.6K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $275,786 | 5.5K | Q2 2026 |
| Texas Capital Bank Wealth Management Services Inc$1.7B AUM | 0.02% | $319,271 | 6.4K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 31.7K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 37.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $3M | 66.2K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $331,569 | 6.7K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $280,872 | 5.6K | Q3 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.02% | $37,040 | 744 | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.02% | $253,505 | 5.1K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.02% | $294,871 | 5.9K | Q3 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $3M | 51.3K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 276.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 301.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $17M | 346.0K | Q1 2026OLDER |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.02% | $2M | 31.5K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $502,353 | 10.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $786,552 | 15.8K | Q2 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $204,847 | 4.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $12M | 247.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 42.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $718,194 | 14.4K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.01% | $475,347 | 9.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $170,663 | 3.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $42M | 833.6K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 39.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 46.9K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $197,846 | 4.0K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.01% | $217,572 | 4.4K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 33.1K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $110,509 | 2.2K | Q1 2026OLDER |
| LAM GROUP, INC.$182M AUM | 0.01% | $21,787 | 438 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $50,681 | 1.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $577,058 | 11.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $265,548 | 5.3K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $987,680 | 19.8K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $267,890 | 5.4K | Q4 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $341,794 | 6.9K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $323,603 | 6.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $281,300 | 5.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $149M | 2.99M | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $223,656 | 4.5K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 21.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $933,477 | 18.8K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $29,871 | 600 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $265,752 | 5.3K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $118,827 | 2.4K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.01% | $12,999 | 2.8K | Q3 2025OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $10,505 | 211 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $127,051 | 2.6K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $291,134 | 5.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 21.7K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.01% | $39,231 | 788 | Q1 2026OLDER |
| Olistico Wealth, LLC$234M AUM | 0.01% | $20,559 | 413 | Q2 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 119.5K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $89,355 | 1.8K | Q2 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 27.6K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $665,128 | 13.4K | Q1 2026OLDER |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.01% | $214,779 | 4.3K | Q3 2025OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $27,250 | 547 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $27,250 | 547 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $599,779 | 12.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 85.4K | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $570,138 | 11.5K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $450,754 | 9.1K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.01% | $241,607 | 4.9K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $234,628 | 4.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $299,592 | 6.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $271,328 | 5.5K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $504,671 | 10.1K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.01% | $89,613 | 1.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $35M | 696.3K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $85,273 | 1.7K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $961,351 | 19.3K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.01% | $16,130 | 324 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $25,988 | 522 | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $327,287 | 6.6K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 21.8K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $272,306 | 5.5K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $21,126 | 424 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $550,107 | 11.1K | Q1 2026OLDER |
| Badgley Phelps Wealth Managers, LLC$5.0B AUM | 0.01% | $258,186 | 5.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $68,490 | 1.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $98,176 | 2.0K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $584,848 | 11.7K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $418,595 | 8.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $364,044 | 7.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $368,024 | 7.4K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $49,392 | 991 | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $268,839 | 5.4K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.00% | $217,588 | 4.4K | Q2 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $353,714 | 7.1K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $234,971 | 4.7K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $80,154 | 1.6K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $213,051 | 4.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $50,089 | 1.0K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $235,832 | 4.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $790,487 | 15.9K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $992,200 | 20.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $9,968 | 200 | Q4 2025OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.00% | $223,435 | 4.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $221,213 | 4.4K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.00% | $10,406 | 209 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $16M | 319.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $24,893 | 500 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $701,072 | 14.1K | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $521,652 | 10.5K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $1M | 24.2K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $49,038 | 985 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 79.2K | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $155,961 | 3.1K | Q2 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $37,339 | 750 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $459,924 | 9.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 162.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $3M | 63.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 27.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $13M | 257.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $613,336 | 12.3K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 67.5K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $17,970 | 362 | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $1,792 | 36 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $299,158 | 6.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $952,063 | 19.1K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.00% | $10,007 | 201 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $200,401 | 4.0K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $311,057 | 6.2K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $317,968 | 6.4K | Q3 2025OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $12,247 | 246 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $224,700 | 4.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $49,337 | 991 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $236,080 | 4.7K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $2,350 | 47 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $569,990 | 11.4K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $268,092 | 5.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $19,998 | 400 | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $32,211 | 647 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 88.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $343,920 | 6.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $204,223 | 4.1K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $16,012 | 321 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $12,945 | 260 | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $1,493 | 30 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $20,412 | 410 | Q2 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $90,524 | 1.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $2,817 | 56 | Q3 2025OLDER |
| Acumen Wealth Advisors, LLC$372M AUM | 0.00% | $1,046 | 21 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $513,731 | 10.3K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $3,834 | 77 | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $4,232 | 85 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $140,842 | 2.8K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $42,666 | 857 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $251,663 | 5.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,866 | 58 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $684,802 | 13.7K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $237,026 | 4.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $409,566 | 8.2K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $5,234 | 105 | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $6,149 | 123 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $3,838 | 77 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $71,541 | 1.4K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $3,983 | 80 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $25,789 | 518 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $692,650 | 13.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,643 | 33 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $266,123 | 5.3K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $24,893 | 500 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $1,004 | 20 | Q3 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $268,781 | 5.4K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $62,204 | 1.2K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.