VANGUARD WORLD FD
CUSIP 92204A108
Vanguard World Fd has 543 institutional holders in Filings Flow’s 13F database, together reporting 7.25M shares worth $2.6B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Jpmorgan Chase & Co.
Institutional Holders
543
Q1 2026
Reported Value
$2.6B
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 |
|---|---|---|---|---|
| Adaptive Financial Consulting, LLC$261M AUM | 5.18% | $14M | 37.7K | Q1 2026OLDER |
| SOUTHERN CAPITAL SERVICES INC /ADV$156M AUM | 5.04% | $8M | 21.8K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 4.34% | $6M | 16.1K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 4.01% | $6M | 16.8K | Q1 2026OLDER |
| Junk Investment Group, LLC$191M AUM | 3.92% | $7M | 20.8K | Q1 2026OLDER |
| Beacon Capital Management, Inc.$1.8B AUM | 3.76% | $67M | 186.0K | Q1 2026OLDER |
| TRUST CO OF OKLAHOMA$343M AUM | 3.38% | $12M | 32.3K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 3.27% | $7M | 18.3K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 2.80% | $6M | 17.9K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 2.56% | $6M | 14.8K | Q3 2025OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 2.48% | $10M | 27.7K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 2.22% | $142M | 396.1K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 2.09% | $4M | 9.8K | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 2.05% | $12M | 30.2K | Q2 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 1.90% | $2M | 5.9K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 1.69% | $7M | 20.7K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 1.51% | $9M | 24.5K | Q1 2026OLDER |
| JM2 Capital Inc.$121M AUM | 1.45% | $2M | 4.9K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 1.42% | $4M | 10.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 1.18% | $8M | 21.5K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 1.05% | $2M | 4.3K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 1.03% | $1M | 3.2K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 1.03% | $31M | 86.5K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 1.00% | $3M | 7.3K | Q2 2026 |
| Triangle Securities Wealth Management$441M AUM | 0.98% | $4M | 12.0K | Q1 2026OLDER |
| Maxele Advisors, LLC$123M AUM | 0.98% | $1M | 3.1K | Q4 2025OLDER |
| Sharper & Granite LLC$293M AUM | 0.98% | $3M | 8.0K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.96% | $17M | 44.1K | Q3 2025OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.96% | $5M | 12.8K | Q4 2025OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 0.90% | $2M | 5.5K | Q4 2025OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.90% | $1M | 2.9K | Q1 2026OLDER |
| KENNICOTT CAPITAL MANAGEMENT LLC$183M AUM | 0.82% | $2M | 4.3K | Q4 2025OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.82% | $1M | 3.6K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.79% | $6M | 16.0K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 0.78% | $1M | 2.9K | Q4 2025OLDER |
| Fischer Financial Services, Inc.$297M AUM | 0.78% | $2M | 6.5K | Q1 2026OLDER |
| Joule Financial, LLC$343M AUM | 0.76% | $3M | 7.2K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.72% | $1M | 4.0K | Q1 2026OLDER |
| Auto-Owners Insurance Co$4.8B AUM | 0.70% | $33M | 92.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.67% | $17M | 48.4K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.65% | $3M | 7.2K | Q2 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.65% | $1M | 3.6K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.64% | $3M | 8.0K | Q1 2026OLDER |
| Houlihan Financial Resource Group, Ltd.$257M AUM | 0.64% | $2M | 4.6K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.61% | $1M | 3.5K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 0.60% | $1M | 2.9K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.59% | $3M | 8.7K | Q2 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.57% | $6M | 22.6K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.57% | $913,372 | 2.5K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.56% | $2M | 6.2K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 0.56% | $3M | 6.7K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.55% | $1M | 3.1K | Q4 2025OLDER |
| Bulwark Capital Corp$178M AUM | 0.55% | $969,711 | 2.4K | Q2 2026 |
| DAGCO, INC.$461M AUM | 0.53% | $2M | 6.9K | Q1 2026OLDER |
| HALL CAPITAL MANAGEMENT CO INC$280M AUM | 0.52% | $1M | 3.7K | Q1 2026OLDER |
| KDK Private Wealth Management, LLC$109M AUM | 0.49% | $531,007 | 1.5K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 0.49% | $706,877 | 2.0K | Q2 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.47% | $2M | 6.3K | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.46% | $2M | 5.7K | Q1 2026OLDER |
| 1015 Capital Partners, LLC$103M AUM | 0.46% | $471,406 | 1.3K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.46% | $13M | 37.3K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.44% | $5M | 13.8K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.43% | $1M | 3.7K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.42% | $443,761 | 1.2K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 0.42% | $2M | 6.9K | Q1 2026OLDER |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.41% | $2M | 6.1K | Q3 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.41% | $4M | 10.0K | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.41% | $1M | 3.5K | Q1 2026OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.40% | $681,378 | 1.7K | Q3 2025OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.39% | $629,713 | 1.8K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.39% | $587,732 | 1.6K | Q1 2026OLDER |
| AVISO WEALTH MANAGEMENT$222M AUM | 0.37% | $820,937 | 2.3K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 0.36% | $1M | 2.8K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.35% | $961,086 | 2.7K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.32% | $4M | 10.8K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.32% | $708,366 | 2.0K | Q1 2026OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.32% | $947,720 | 2.6K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.31% | $695,800 | 1.9K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.31% | $466,380 | 1.3K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.30% | $404,527 | 1.0K | Q2 2026 |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.30% | $658,820 | 1.8K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.29% | $11M | 28.5K | Q2 2026 |
| Skyline Advisors, Inc.$287M AUM | 0.29% | $834,278 | 2.3K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 0.29% | $1M | 3.4K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.28% | $386,675 | 1.1K | Q1 2026OLDER |
| Darrow Company, Inc.$222M AUM | 0.27% | $605,675 | 1.7K | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.27% | $1M | 3.0K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.26% | $2M | 4.0K | Q1 2026OLDER |
| Nvest Financial, LLC$268M AUM | 0.25% | $672,257 | 1.9K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.24% | $526,670 | 1.3K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.23% | $831,196 | 2.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.23% | $3M | 8.5K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.23% | $344,310 | 959 | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.22% | $2M | 4.2K | Q3 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.22% | $2M | 4.3K | Q1 2026OLDER |
| Pitti Group Wealth Management, LLC$123M AUM | 0.21% | $254,552 | 709 | Q1 2026OLDER |
| Disciplined Investors, L.L.C.$168M AUM | 0.20% | $339,464 | 946 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.20% | $3M | 7.5K | Q1 2026OLDER |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.20% | $468,939 | 1.3K | Q1 2026OLDER |
| V2 Financial group LLC$215M AUM | 0.20% | $430,836 | 1.2K | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.20% | $342,874 | 955 | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.20% | $412,525 | 1.1K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.20% | $9M | 23.8K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.18% | $4M | 10.5K | Q1 2026OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.18% | $212,546 | 592 | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.18% | $2M | 4.7K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.18% | $272,306 | 758 | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.17% | $484,935 | 1.4K | Q1 2026OLDER |
| Accretive Wealth Partners, LLC$356M AUM | 0.17% | $594,554 | 1.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.16% | $5M | 12.2K | Q4 2025OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.16% | $270,709 | 754 | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.16% | $263,334 | 733 | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.16% | $5M | 14.8K | Q1 2026OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.16% | $270,229 | 686 | Q1 2026OLDER |
| Tradewinds, LLC.$310M AUM | 0.16% | $670,357 | 1.7K | Q4 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.16% | $957,098 | 2.4K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.16% | $14M | 38.1K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.16% | $230,498 | 642 | Q1 2026OLDER |
| Long Island Wealth Management, Inc.$216M AUM | 0.16% | $334,693 | 932 | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.15% | $269,062 | 749 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.15% | $950,337 | 2.6K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.15% | $340,615 | 949 | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.14% | $5M | 12.7K | Q1 2026OLDER |
| Millennium Capital Advisors, LLC$162M AUM | 0.14% | $224,394 | 625 | Q1 2026OLDER |
| IVC Wealth Advisors LLC$230M AUM | 0.14% | $314,151 | 875 | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.13% | $3M | 6.9K | Q3 2025OLDER |
| LPWM LLC$396M AUM | 0.13% | $527,415 | 1.5K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.13% | $3M | 8.4K | Q1 2026OLDER |
| Yardley Wealth Management LLC$195M AUM | 0.13% | $244,500 | 681 | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.12% | $244,140 | 680 | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.12% | $291,532 | 812 | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 0.12% | $208,617 | 526 | Q2 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.12% | $222,040 | 560 | Q3 2025OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.11% | $210,135 | 585 | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 0.11% | $533,878 | 1.5K | Q1 2026OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.11% | $291,740 | 813 | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.11% | $3M | 9.7K | Q1 2026OLDER |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.11% | $341,079 | 950 | Q1 2026OLDER |
| MOR Wealth Management, LLC$218M AUM | 0.11% | $238,396 | 664 | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.11% | $2M | 5.8K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.10% | $4M | 12.3K | Q1 2026OLDER |
| CAPITAL CITY TRUST CO/FL$437M AUM | 0.10% | $454,891 | 1.3K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.10% | $824,042 | 2.1K | Q3 2025OLDER |
| Narus Financial Partners, LLC$382M AUM | 0.10% | $394,933 | 1.1K | Q1 2026OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.10% | $2M | 6.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.10% | $1M | 3.4K | Q4 2025OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.10% | $901,313 | 2.3K | Q1 2026OLDER |
| Retirement Planning Co of New England, Inc.$246M AUM | 0.10% | $242,237 | 675 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.10% | $32M | 88.2K | Q1 2026OLDER |
| GARRISON POINT ADVISORS, LLC$219M AUM | 0.10% | $212,187 | 591 | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.10% | $323,845 | 902 | Q1 2026OLDER |
| Optimist Retirement Group LLC$227M AUM | 0.09% | $204,234 | 518 | Q4 2025OLDER |
| KWMG, LLC$1.4B AUM | 0.09% | $1M | 3.2K | Q2 2026 |
| Strategic Advisors LLC$602M AUM | 0.09% | $544,649 | 1.5K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.09% | $271,786 | 757 | Q1 2026OLDER |
| Barnes Dennig Private Wealth Management LLC$101M AUM | 0.09% | $90,476 | 252 | Q1 2026OLDER |
| Viewpoint Capital Management LLC$214M AUM | 0.09% | $187,055 | 521 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.09% | $247,775 | 629 | Q4 2025OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.09% | $2M | 4.4K | Q2 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.08% | $2M | 4.4K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.08% | $1M | 3.4K | Q1 2026OLDER |
| Tiller Private Wealth, Inc.$281M AUM | 0.08% | $235,165 | 655 | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.08% | $524,562 | 1.5K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.08% | $159,644 | 445 | Q1 2026OLDER |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.08% | $543,930 | 1.5K | Q1 2026OLDER |
| ROMANO BROTHERS AND COMPANY$880M AUM | 0.08% | $687,542 | 1.9K | Q1 2026OLDER |
| Agate Pass Investment Management, LLC$271M AUM | 0.08% | $209,441 | 528 | Q2 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.08% | $311,432 | 785 | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.07% | $562,204 | 1.6K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.07% | $3M | 7.3K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.07% | $2M | 4.8K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.07% | $1M | 3.5K | Q1 2026OLDER |
| PENOBSCOT WEALTH MANAGEMENT$338M AUM | 0.07% | $234,643 | 654 | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.07% | $652,589 | 1.8K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.07% | $1M | 2.9K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.07% | $628,303 | 1.8K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.07% | $69,652 | 194 | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.07% | $204,956 | 520 | Q4 2025OLDER |
| Windsor Advisory Group, LLC$120M AUM | 0.06% | $77,191 | 215 | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.06% | $278,420 | 702 | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.06% | $6M | 16.3K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.06% | $552,040 | 1.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.06% | $18M | 51.4K | Q1 2026OLDER |
| ARTHUR M. COHEN & ASSOCIATES, LLC$563M AUM | 0.06% | $353,694 | 977 | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.06% | $206,808 | 525 | Q4 2025OLDER |
| Blue Fin Capital, Inc.$610M AUM | 0.06% | $374,231 | 1.0K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.06% | $2M | 6.5K | Q1 2026OLDER |
| McCollum Christoferson Group LLC$333M AUM | 0.06% | $204,051 | 518 | Q4 2025OLDER |
| Bridge Creek Capital Management LLC$360M AUM | 0.06% | $211,941 | 535 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.06% | $327,794 | 913 | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.06% | $218,396 | 608 | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.06% | $621,305 | 1.6K | Q2 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.06% | $81,548 | 227 | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.06% | $256,231 | 711 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.06% | $32M | 88.0K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.06% | $245,502 | 619 | Q2 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.06% | $2M | 4.9K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.05% | $309,061 | 861 | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.05% | $2M | 5.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $778,327 | 2.2K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.05% | $932,537 | 2.4K | Q3 2025OLDER |
| CONDOR CAPITAL MANAGEMENT$1.2B AUM | 0.05% | $640,510 | 1.8K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.05% | $363,977 | 913 | Q2 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.05% | $877,527 | 2.4K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.05% | $2M | 5.3K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 3.2K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.05% | $493,666 | 1.4K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.05% | $222,498 | 561 | Q2 2026 |
| TCP Asset Management, LLC$778M AUM | 0.05% | $373,391 | 1.0K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.05% | $990,628 | 2.5K | Q4 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.05% | $143,972 | 401 | Q1 2026OLDER |
| Bernardo Wealth Planning LLC$511M AUM | 0.05% | $236,960 | 660 | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.05% | $68,934 | 192 | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.04% | $49,546 | 138 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 3.7K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.04% | $17M | 47.2K | Q1 2026OLDER |
| Advantage Trust Co$223M AUM | 0.04% | $96,938 | 270 | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $864,525 | 2.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $558M | 1.55M | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.04% | $306,749 | 854 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.04% | $66M | 183.5K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.04% | $3M | 9.6K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.04% | $461,695 | 1.3K | Q1 2026OLDER |
| Busey Bank$3.7B AUM | 0.04% | $1M | 4.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 7.1K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.04% | $1M | 2.8K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.04% | $537,827 | 1.5K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.04% | $3M | 7.1K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.04% | $390,122 | 1.1K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.04% | $50,264 | 140 | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.04% | $569,785 | 1.6K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.04% | $87,451 | 222 | Q4 2025OLDER |
| Davis Capital Management$148M AUM | 0.04% | $55,650 | 155 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $41M | 113.0K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $373,935 | 942 | Q4 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.04% | $240,550 | 670 | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.04% | $73,602 | 205 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.04% | $779,814 | 2.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 13.3K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $308,407 | 859 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.03% | $1M | 3.1K | Q1 2026OLDER |
| EQUITABLE TRUST CO$2.2B AUM | 0.03% | $737,089 | 2.1K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.03% | $383,444 | 1.1K | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.03% | $128,891 | 359 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.03% | $16M | 44.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.03% | $673,181 | 1.9K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $206,423 | 524 | Q4 2025OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.03% | $1M | 3.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $242,345 | 675 | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.03% | $959,467 | 2.7K | Q1 2026OLDER |
| Soundwatch Capital LLC$793M AUM | 0.03% | $235,524 | 656 | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.03% | $270,709 | 754 | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.03% | $215,418 | 600 | Q1 2026OLDER |
| Berman McAleer LLC$733M AUM | 0.03% | $203,263 | 516 | Q4 2025OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.03% | $519,164 | 1.4K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.03% | $221,881 | 618 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 6.1K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.03% | $245,936 | 685 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 2.9K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.03% | $140,222 | 391 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.03% | $943,233 | 2.4K | Q3 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.03% | $375,449 | 1.0K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $413,244 | 1.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.03% | $905,833 | 2.5K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.03% | $143,971 | 401 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 3.3K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 3.9K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.02% | $17M | 46.6K | Q1 2026OLDER |
| Rice Partnership, LLC$732M AUM | 0.02% | $179,515 | 500 | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.02% | $61,007 | 154 | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $485,708 | 1.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $122M | 338.5K | Q2 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.02% | $38,604 | 98 | Q4 2025OLDER |
| CITY HOLDING CO$800M AUM | 0.02% | $181,303 | 505 | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.02% | $372,731 | 947 | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 4.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 3.8K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.02% | $213,376 | 538 | Q2 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 3.7K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $293,642 | 786 | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 3.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $79M | 219.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $14M | 39.5K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.02% | $3M | 8.1K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.02% | $52,230 | 145 | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $378,015 | 1.1K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.02% | $242,705 | 676 | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.02% | $47,934 | 121 | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 6.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 51.3K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 3.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $3M | 8.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 11.6K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.02% | $378,746 | 1.1K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.02% | $252,757 | 704 | Q1 2026OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.02% | $224,323 | 625 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $2M | 6.5K | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.02% | $104,119 | 290 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $122M | 340.9K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.02% | $361,184 | 1.0K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.02% | $886,804 | 2.5K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $645,506 | 1.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 4.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $527,072 | 1.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $1M | 4.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $5M | 12.5K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $252,801 | 613 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 33.7K | Q1 2026OLDER |
| Haverford Trust Co$10.9B AUM | 0.02% | $2M | 5.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $14M | 40.0K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $202,134 | 563 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.02% | $64,266 | 179 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.02% | $4M | 10.0K | Q1 2026OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.02% | $75,396 | 210 | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $222,887 | 621 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $20M | 56.2K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.02% | $68,950 | 192 | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.02% | $760,658 | 2.1K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.02% | $238,396 | 664 | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $267,060 | 744 | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.02% | $25,132 | 70 | Q1 2026OLDER |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.02% | $1M | 3.4K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.02% | $475,356 | 1.3K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $931,748 | 2.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $48M | 133.1K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.01% | $58,197 | 162 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $2M | 4.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $390,984 | 1.1K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.01% | $324,564 | 904 | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.01% | $49,240 | 125 | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $27,000 | 75 | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $41,289 | 115 | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.01% | $201,137 | 507 | Q2 2026 |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.01% | $267,401 | 675 | Q3 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $44,879 | 125 | Q1 2026OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $2M | 4.6K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $510,541 | 1.4K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $267,428 | 745 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $595,525 | 1.7K | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $3M | 8.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $65,702 | 183 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.01% | $2M | 5.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $451,511 | 1.1K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 13.3K | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.01% | $259,220 | 722 | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.01% | $17,604 | 48 | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.01% | $333,463 | 929 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $333,898 | 930 | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.01% | $209,603 | 532 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $3M | 7.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 3.2K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $42,406 | 118 | Q1 2026OLDER |
| Orion Capital Management LLC$290M AUM | 0.01% | $35,903 | 100 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $687,183 | 1.9K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.01% | $116,685 | 325 | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $467,519 | 1.3K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.01% | $250,620 | 636 | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $597,268 | 1.7K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $567,946 | 1.4K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $252,692 | 641 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $44M | 122.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $378,693 | 955 | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $307,843 | 857 | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $223,553 | 623 | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $202,151 | 513 | Q4 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $251,321 | 700 | Q2 2026 |
| BURNEY CO/$3.2B AUM | 0.01% | $362,620 | 1.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 22.9K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $281,196 | 783 | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.01% | $173,771 | 484 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $929,939 | 2.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $19M | 51.6K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $887,882 | 2.5K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $2M | 5.5K | Q3 2025OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.01% | $51,500 | 130 | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $97,841 | 247 | Q3 2025OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $114,890 | 320 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $576,915 | 1.5K | Q4 2025OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.01% | $23,452 | 65 | Q1 2026OLDER |
| EPG Wealth Management LLC$369M AUM | 0.01% | $36,738 | 102 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $473,202 | 1.3K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $365,852 | 1.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $151M | 433.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 5.5K | Q1 2026OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $229,779 | 640 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $7M | 19.0K | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $50,264 | 140 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 5.3K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $669,270 | 1.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 7.1K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $154M | 392.1K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.01% | $32,240 | 19.7K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $188,188 | 520 | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.01% | $460,576 | 1.3K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $202,493 | 564 | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $552,547 | 1.5K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $276,094 | 769 | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.01% | $28,363 | 79 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 22.5K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $671,011 | 1.9K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $230,139 | 641 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $309,125 | 861 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $896,825 | 2.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 3.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 5.4K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $221,845 | 613 | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.01% | $16,875 | 47 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 5.2K | Q4 2025OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $286,147 | 797 | Q1 2026OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $14,362 | 40 | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.01% | $38,416 | 107 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $277,713 | 700 | Q2 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.01% | $10,954 | 31 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 7.2K | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 0.01% | $287,955 | 731 | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $447,887 | 1.1K | Q4 2025OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.01% | $159,421 | 440 | Q3 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $4M | 12.4K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $1M | 3.7K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.01% | $49,825 | 125 | Q3 2025OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.01% | $22,176 | 56 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $4M | 12.7K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $30,726 | 78 | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.01% | $2M | 3.8K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $352,732 | 982 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $550,034 | 1.5K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $216,819 | 557 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $1M | 3.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 10.5K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $211,141 | 536 | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $32,933 | 91 | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.01% | $69,293 | 193 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $28M | 77.9K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $7,627 | 21 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $155,460 | 433 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $5M | 15.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $1M | 3.3K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.01% | $78,926 | 199 | Q2 2026 |
| SHP Wealth Management$1.3B AUM | 0.01% | $76,474 | 213 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $221,946 | 560 | Q3 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $318,893 | 810 | Q4 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $233,729 | 651 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 3.0K | Q1 2026OLDER |
| ASSOCIATED BANC-CORP$3.8B AUM | 0.01% | $214,686 | 545 | Q4 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $494,743 | 1.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $379,854 | 1.1K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.01% | $1M | 3.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $37,786 | 105 | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $118,480 | 330 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $415,568 | 1.2K | Q1 2026OLDER |
| Nicholas Hoffman & Company, LLC.$4.3B AUM | 0.01% | $222,240 | 619 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $48,829 | 136 | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.01% | $312,841 | 872 | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $367,316 | 1.0K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $200,538 | 493 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $136,815 | 393 | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.00% | $259,938 | 724 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $39,158 | 109 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $482,895 | 1.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $727,212 | 1.9K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $286,147 | 797 | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $238,037 | 663 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $872,373 | 2.4K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $58,815 | 164 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $237,096 | 660 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $143,612 | 400 | Q1 2026OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.00% | $17,951 | 50 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $24M | 68.1K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $68,715 | 191 | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $752,948 | 2.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.00% | $359,030 | 1.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $213,369 | 539 | Q3 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $693,073 | 1.9K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $391,919 | 1.1K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.00% | $226,161 | 631 | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $317,106 | 805 | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $95,143 | 265 | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $4,881 | 14 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $1M | 3.8K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $238,788 | 665 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $148,638 | 414 | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $943,171 | 2.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $632,262 | 1.8K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.00% | $11,654 | 30 | Q3 2025OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $26,927 | 75 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $831,152 | 2.3K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $6,104 | 17 | Q1 2026OLDER |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.00% | $5,744 | 16 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $219,400 | 611 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $232,258 | 595 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $4M | 12.2K | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $17,952 | 50 | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $5,509 | 15 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $7,923 | 20 | Q3 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $3,973 | 10 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $362,089 | 1.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $704,776 | 2.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $42,725 | 119 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 16.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $200,992 | 507 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.