VANGUARD WORLD FD
CUSIP 92204A801
Vanguard World Fd has 403 institutional holders in Filings Flow’s 13F database, together reporting 5.40M shares worth $1.2B as of Q1 2026. The largest reported holders are Beacon Capital Management, Inc., Bank Of America Corp /De/, and Empower Advisory Group, LLC.
Institutional Holders
403
Q1 2026
Reported Value
$1.2B
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 |
|---|---|---|---|---|
| Beacon Capital Management, Inc.$1.8B AUM | 5.76% | $102M | 454.2K | Q1 2026OLDER |
| Richmond Brothers, Inc.$150M AUM | 4.66% | $7M | 31.0K | Q1 2026OLDER |
| FELL CAPITAL MANAGEMENT /ADV$105M AUM | 2.47% | $3M | 11.5K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 2.34% | $9M | 41.6K | Q1 2026OLDER |
| Tranquilli Financial Advisor LLC$171M AUM | 2.17% | $4M | 16.5K | Q1 2026OLDER |
| Guardian Wealth Management, LLC$330M AUM | 1.65% | $5M | 24.1K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 1.52% | $2M | 10.0K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.47% | $2M | 7.5K | Q1 2026OLDER |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV$443M AUM | 1.25% | $6M | 23.4K | Q1 2026OLDER |
| Silver Coast Investments LLC$313M AUM | 1.21% | $4M | 16.8K | Q1 2026OLDER |
| Kinloch Capital, LLC$245M AUM | 1.06% | $3M | 11.5K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 1.04% | $3M | 11.5K | Q1 2026OLDER |
| Vickerman Investment Advisors, Inc.$476M AUM | 1.02% | $5M | 21.4K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 0.99% | $2M | 7.4K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.87% | $23M | 100.0K | Q1 2026OLDER |
| Buska Wealth Management, LLC$249M AUM | 0.83% | $2M | 9.1K | Q1 2026OLDER |
| Sharper & Granite LLC$293M AUM | 0.78% | $2M | 10.1K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.76% | $1M | 5.2K | Q1 2026OLDER |
| Dorato Capital Management$135M AUM | 0.73% | $995,663 | 4.2K | Q1 2026OLDER |
| Bonfire Financial$133M AUM | 0.71% | $945,026 | 4.2K | Q1 2026OLDER |
| GW HENSSLER & ASSOCIATES LTD$2.1B AUM | 0.67% | $14M | 62.9K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.65% | $8M | 37.4K | Q1 2026OLDER |
| Gibraltar Capital Management, Inc.$581M AUM | 0.63% | $4M | 16.2K | Q1 2026OLDER |
| AF Advisors, Inc.$181M AUM | 0.63% | $1M | 5.0K | Q1 2026OLDER |
| Prairiewood Capital, LLC$346M AUM | 0.61% | $2M | 9.4K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.60% | $38M | 170.3K | Q1 2026OLDER |
| Praetorian Wealth Management, Inc.$580M AUM | 0.59% | $3M | 15.0K | Q2 2026 |
| LRI Investments, LLC$1.1B AUM | 0.57% | $6M | 28.5K | Q1 2026OLDER |
| Altura Wealth Advisors Inc.$229M AUM | 0.54% | $1M | 5.4K | Q1 2026OLDER |
| WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM | 0.53% | $1M | 4.9K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 0.51% | $1M | 5.8K | Q4 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.51% | $2M | 6.8K | Q1 2026OLDER |
| North Forty Two & Co.$108M AUM | 0.50% | $540,816 | 2.4K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.49% | $605,006 | 2.7K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.46% | $2M | 7.3K | Q1 2026OLDER |
| COMPASS CAPITAL CORP /MA/ /ADV$279M AUM | 0.46% | $1M | 5.3K | Q3 2025OLDER |
| Calder Financial LLC$106M AUM | 0.46% | $484,259 | 2.1K | Q2 2026 |
| Dentgroup LLC$146M AUM | 0.43% | $621,215 | 3.0K | Q4 2025OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.42% | $2M | 9.9K | Q1 2026OLDER |
| Sage Capital Management, LLC$213M AUM | 0.40% | $851,770 | 3.8K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.39% | $4M | 19.2K | Q1 2026OLDER |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.36% | $672,934 | 3.0K | Q1 2026OLDER |
| FOUNDERS GROVE WEALTH PARTNERS, LLC$440M AUM | 0.35% | $2M | 6.8K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.32% | $10M | 42.5K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 0.32% | $9M | 38.8K | Q1 2026OLDER |
| CHRISTINE MESSMER PC$156M AUM | 0.29% | $460,560 | 2.0K | Q1 2026OLDER |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 0.27% | $301,775 | 1.3K | Q2 2026 |
| Joule Financial, LLC$343M AUM | 0.25% | $860,528 | 3.8K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.24% | $350,855 | 1.6K | Q1 2026OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.24% | $1M | 4.9K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.24% | $476,189 | 2.1K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.23% | $655,255 | 2.9K | Q2 2026 |
| City State Bank$385M AUM | 0.22% | $863,954 | 3.8K | Q1 2026OLDER |
| Strategic Wealth Investment Group, LLC$788M AUM | 0.21% | $2M | 7.5K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.21% | $434,906 | 1.9K | Q1 2026OLDER |
| Wolff Financial Management LLC$453M AUM | 0.21% | $935,826 | 4.2K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.21% | $225,340 | 1.0K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.21% | $1M | 6.2K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.20% | $77M | 343.7K | Q1 2026OLDER |
| Pathway Financial Advisors LLC$857M AUM | 0.20% | $2M | 7.2K | Q2 2026 |
| Madden Advisory Services, Inc.$254M AUM | 0.20% | $498,227 | 2.2K | Q1 2026OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.20% | $6M | 28.4K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.19% | $4M | 17.1K | Q3 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.19% | $2M | 8.7K | Q1 2026OLDER |
| Alliance Wealth Advisors, LLC$308M AUM | 0.19% | $579,525 | 2.5K | Q2 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.18% | $4M | 17.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.18% | $5M | 23.7K | Q1 2026OLDER |
| Yoder Wealth Management, Inc.$219M AUM | 0.17% | $372,712 | 1.7K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.17% | $426,869 | 1.9K | Q1 2026OLDER |
| Curran Financial Partners, LLC$559M AUM | 0.17% | $936,288 | 4.2K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.17% | $219,795 | 1.1K | Q4 2025OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.15% | $758,945 | 3.4K | Q1 2026OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.15% | $1M | 5.7K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.14% | $3M | 14.0K | Q1 2026OLDER |
| Trinity Legacy Partners, LLC$462M AUM | 0.14% | $664,332 | 2.8K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.14% | $2M | 8.7K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.13% | $5M | 21.5K | Q1 2026OLDER |
| Cornerstone Select Advisors, LLC$160M AUM | 0.13% | $210,693 | 935 | Q1 2026OLDER |
| One Charles Private Wealth Services, LLC$400M AUM | 0.13% | $521,662 | 2.3K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.13% | $226,467 | 1.0K | Q1 2026OLDER |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.13% | $235,461 | 1.0K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.12% | $264,682 | 1.1K | Q1 2026OLDER |
| CDKV HOLDINGS LLC$114M AUM | 0.12% | $131,063 | 582 | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.11% | $211,838 | 940 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.11% | $6M | 25.4K | Q2 2026 |
| Advocate Investing Services LLC$118M AUM | 0.11% | $128,611 | 571 | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.11% | $2M | 10.5K | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.11% | $359,643 | 1.6K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.10% | $969,914 | 4.3K | Q1 2026OLDER |
| Banco Santander, S.A.$12.4B AUM | 0.10% | $12M | 54.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.10% | $2M | 7.7K | Q1 2026OLDER |
| RBA Wealth Management, LLC$278M AUM | 0.10% | $264,563 | 1.2K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.09% | $409,199 | 1.8K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.09% | $225,791 | 1.0K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.08% | $831,946 | 3.6K | Q2 2026 |
| Cranbrook Wealth Management, LLC$492M AUM | 0.08% | $391,903 | 1.7K | Q1 2026OLDER |
| KANAWHA CAPITAL MANAGEMENT LLC$1.4B AUM | 0.08% | $1M | 4.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.07% | $805,865 | 3.5K | Q2 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.07% | $235,473 | 1.0K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.07% | $112,670 | 500 | Q1 2026OLDER |
| Idaho Trust Co$308M AUM | 0.07% | $205,731 | 913 | Q1 2026OLDER |
| BNC WEALTH MANAGEMENT, LLC$360M AUM | 0.07% | $239,311 | 1.1K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.06% | $511,071 | 2.3K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.06% | $296,283 | 1.3K | Q2 2026 |
| Heritage Investment Group, Inc.$661M AUM | 0.06% | $383,078 | 1.7K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.06% | $772,872 | 3.4K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.06% | $690,795 | 3.1K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.06% | $2M | 9.7K | Q2 2026 |
| KPP Advisory Services LLC$689M AUM | 0.06% | $391,866 | 1.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.06% | $5M | 20.3K | Q1 2026OLDER |
| Boltwood Capital Management$436M AUM | 0.05% | $201,787 | 985 | Q3 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.05% | $506,001 | 2.2K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.05% | $754,660 | 3.7K | Q3 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.05% | $121,379 | 623 | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.05% | $16M | 72.8K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.05% | $685,912 | 3.0K | Q2 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 13.7K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.05% | $677,823 | 3.0K | Q1 2026OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.05% | $365,660 | 1.6K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.05% | $7M | 30.3K | Q1 2026OLDER |
| Conservest Capital Advisors, Inc.$1.1B AUM | 0.05% | $531,951 | 2.6K | Q4 2025OLDER |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.05% | $81,122 | 360 | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.04% | $64,673 | 287 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.04% | $51M | 225.1K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.04% | $384,430 | 1.7K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.04% | $828,146 | 3.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.04% | $422,239 | 1.9K | Q1 2026OLDER |
| Progressive Investment Management Corp$379M AUM | 0.04% | $157,738 | 700 | Q1 2026OLDER |
| Heritage Trust Co$997M AUM | 0.04% | $397,951 | 1.8K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.04% | $3M | 15.1K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $381,539 | 1.8K | Q4 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $236,408 | 1.2K | Q3 2025OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.03% | $67,975 | 301 | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $676,102 | 3.0K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.03% | $252,231 | 1.2K | Q3 2025OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.03% | $70,531 | 313 | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.03% | $296,323 | 1.3K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $507,240 | 2.3K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.03% | $73,681 | 355 | Q4 2025OLDER |
| BRANDYWINE OAK PRIVATE WEALTH LLC$1.2B AUM | 0.03% | $369,782 | 1.6K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.03% | $224,364 | 996 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.03% | $225,340 | 1.0K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.03% | $57,000 | 254 | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.03% | $877,400 | 4.6K | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.03% | $1M | 6.1K | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.03% | $273,410 | 1.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.03% | $1M | 5.6K | Q1 2026OLDER |
| McGuire Investment Group, LLC$885M AUM | 0.03% | $258,690 | 1.1K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.03% | $631,926 | 2.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.03% | $490,565 | 2.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.03% | $1M | 5.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $455,126 | 2.2K | Q4 2025OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.03% | $421,147 | 1.9K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $767,252 | 3.4K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.02% | $28,618 | 127 | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.02% | $194,467 | 863 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 9.9K | Q1 2026OLDER |
| Choate Investment Advisors$5.1B AUM | 0.02% | $1M | 5.3K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $221,893 | 985 | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.02% | $231,199 | 1.0K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $722,970 | 3.2K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.02% | $300,153 | 1.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.02% | $15M | 68.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.02% | $70,782 | 341 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $20M | 89.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $331,700 | 1.5K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.02% | $22,985 | 102 | Q1 2026OLDER |
| American Trust$1.1B AUM | 0.02% | $225,595 | 1.0K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.02% | $472,767 | 2.1K | Q1 2026OLDER |
| Paladin Advisory Group, LLC$131M AUM | 0.02% | $25,463 | 113 | Q1 2026OLDER |
| Simmons Bank$1.5B AUM | 0.02% | $276,719 | 1.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $70M | 308.6K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $112,670 | 500 | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.02% | $117,543 | 521 | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.02% | $45,744 | 203 | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.02% | $545,165 | 2.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.02% | $126,216 | 545 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.02% | $594,222 | 2.6K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.02% | $727,623 | 3.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 14.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $441,892 | 2.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 15.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $9M | 40.6K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $2M | 9.6K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $973,019 | 4.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $16M | 72.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $523,691 | 2.3K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.01% | $33,901 | 163 | Q4 2025OLDER |
| Elm Partners Management LLC$2.3B AUM | 0.01% | $335,554 | 1.5K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.01% | $220,833 | 980 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $564,891 | 2.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $53M | 234.9K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $1M | 5.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $4M | 16.5K | Q2 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $730,809 | 3.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $273,408 | 1.2K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $1M | 4.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $261,845 | 1.2K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.01% | $221,059 | 981 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $39M | 172.3K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.01% | $29,520 | 131 | Q1 2026OLDER |
| Smith Salley Wealth Management$2.0B AUM | 0.01% | $225,340 | 1.0K | Q1 2026OLDER |
| Florida Trust Wealth Management Co$3.6B AUM | 0.01% | $404,035 | 1.8K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.01% | $245,464 | 1.1K | Q2 2026 |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $45,519 | 202 | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $285,273 | 1.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $310,519 | 1.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 33.2K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $313,763 | 1.5K | Q4 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $708,530 | 3.1K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $23,565 | 103 | Q2 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $876,573 | 3.9K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.01% | $673,541 | 3.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $881,732 | 3.9K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $290,821 | 1.3K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.01% | $3M | 12.7K | Q1 2026OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $831,611 | 3.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $51M | 226.7K | Q2 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $203,119 | 979 | Q4 2025OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $302,407 | 1.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $28,168 | 125 | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.01% | $70,360 | 339 | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $508,545 | 2.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $725,005 | 3.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $848,256 | 3.8K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $115,149 | 511 | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $428,143 | 1.9K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 19.9K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.01% | $31,963 | 154 | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 6.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $477,591 | 2.1K | Q2 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $452,933 | 2.0K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $14,647 | 71 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $109,515 | 486 | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $223,531 | 1.1K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $44,167 | 196 | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $977,187 | 4.3K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $283,798 | 1.3K | Q1 2026OLDER |
| Coastline Trust Co$1.0B AUM | 0.01% | $73,236 | 325 | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $261,620 | 1.2K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $19,675 | 86 | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 11.4K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $624,012 | 2.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 22.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $94M | 418.0K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.01% | $1M | 4.9K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.01% | $247,874 | 1.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $218,354 | 969 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $726,520 | 3.2K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $269,056 | 1.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $564,036 | 2.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $4M | 19.1K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.01% | $11,718 | 52 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 7.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $636,664 | 2.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $227,143 | 1.0K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $221,424 | 968 | Q2 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $61,969 | 275 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $10M | 45.0K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $278,295 | 1.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $9M | 40.2K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 5.6K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.01% | $14,648 | 65 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 6.5K | Q4 2025OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $17,577 | 78 | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $7,887 | 35 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 13.6K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.01% | $82,474 | 366 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 4.5K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $359,272 | 1.6K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $208,824 | 1.0K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 12.8K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $504,311 | 2.2K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $38,397 | 185 | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 13.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 20.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $386,178 | 1.7K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $20M | 90.5K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $19,154 | 85 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $164,949 | 732 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $801,892 | 3.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $72,559 | 322 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $120,210 | 533 | Q1 2026OLDER |
| eCIO, Inc.$228M AUM | 0.00% | $9,376 | 45 | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $496,381 | 2.2K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $211,946 | 1.0K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 123.5K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $12,126 | 54 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 13.7K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $361,679 | 1.6K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $479,778 | 2.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $687,965 | 3.1K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $11,092 | 49 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 24.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $308,773 | 1.4K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $12,619 | 56 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $11,267 | 50 | Q1 2026OLDER |
| Ameliora Wealth Management Ltd.$314M AUM | 0.00% | $11,492 | 51 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 8.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $235,184 | 1.0K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $207,921 | 923 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $258,100 | 1.1K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 13.4K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.00% | $5,408 | 24 | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.00% | $27,041 | 120 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $70,116 | 307 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $50,026 | 222 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $15,774 | 70 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $602,345 | 2.7K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $75,264 | 334 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $619,567 | 2.7K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $5,408 | 24 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $228,606 | 1.0K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $3,605 | 16 | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $8,426 | 40 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $50M | 240.6K | Q1 2026OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $9,464 | 42 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $443,830 | 2.1K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $6,535 | 29 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $517,313 | 2.3K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.00% | $5,634 | 25 | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $357,710 | 1.6K | Q1 2026OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $192,033 | 1.0K | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $39,435 | 175 | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $2M | 7.2K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $41,012 | 182 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $55,209 | 245 | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $941,654 | 4.5K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $24,030 | 117 | Q3 2025OLDER |
| MONETARY MANAGEMENT GROUP INC$419M AUM | 0.00% | $10,140 | 45 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $236,832 | 1.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $133,527 | 643 | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $232,325 | 1.0K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $343,959 | 1.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $47,772 | 212 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 19.7K | Q3 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $13,070 | 58 | Q1 2026OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $11,042 | 49 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $5,183 | 23 | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $32,900 | 146 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $29,971 | 133 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $20,486 | 100 | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $49,124 | 218 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $57,326 | 254 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $623,841 | 2.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 5.0K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $798,605 | 3.5K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $11,584 | 57 | Q3 2025OLDER |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.00% | $24,993 | 122 | Q3 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $420,710 | 1.9K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $11,042 | 49 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $872,066 | 3.9K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $23,435 | 104 | Q1 2026OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,698 | 13 | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 6.1K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $3,115 | 14 | Q1 2026OLDER |
| Founders Capital Management$205M AUM | 0.00% | $2,704 | 12 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $7,325 | 33 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $6,389 | 28 | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $6,986 | 31 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $230,973 | 1.0K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $3,831 | 17 | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $2,491 | 12 | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $28,168 | 125 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $185,905 | 825 | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $16,204 | 72 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $243,610 | 1.1K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $205,897 | 914 | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $5,379 | 24 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $639,630 | 2.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 8.4K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $9,755 | 47 | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $9,576 | 42 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $13M | 57.3K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $2,929 | 13 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $723,867 | 3.2K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $717,915 | 3.5K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $8,563 | 38 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $141,237 | 627 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 19.9K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $1,126 | 5 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $221,810 | 972 | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $29,520 | 131 | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $5,189 | 25 | Q4 2025OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,453 | 7 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $99,982 | 444 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $25,560 | 117 | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $6,761 | 30 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 6.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $30,524 | 149 | Q3 2025OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.00% | $6,535 | 29 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $98,473 | 437 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $20,055 | 89 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $88,295 | 431 | Q3 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $1,229 | 6 | Q3 2025OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $89,523 | 437 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 16.4K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $854,039 | 3.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $24,583 | 120 | Q3 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $9,014 | 40 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $484,289 | 2.4K | Q3 2025OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $116,112 | 515 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $271,986 | 1.2K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $753,312 | 3.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $40,787 | 181 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 12.3K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $8,237 | 36 | Q2 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $1,127 | 5 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $11,267 | 50 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $5,634 | 25 | Q1 2026OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $9,014 | 40 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $2,517 | 11 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $83,787 | 372 | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $5,634 | 25 | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $8,563 | 38 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 6.1K | Q1 2026OLDER |
| Strategic Investment Advisors / MI$1.4B AUM | 0.00% | $1,844 | 178.5K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $5,491 | 24 | Q2 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $732,580 | 3.3K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,038 | 5 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $788,690 | 3.5K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,127 | 5 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,844 | 9 | Q3 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $1,352 | 6 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $82,254 | 365 | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $676 | 3 | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.00% | $208 | 1 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 6.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,605 | 16 | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $901 | 4 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $1,245 | 6 | Q4 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $352,835 | 1.7K | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $1,245 | 6 | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $676 | 3 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $4,056 | 18 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1,246 | 6 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 8.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $18,887 | 91 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $227,143 | 1.0K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $3,380 | 15 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $902 | 4 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $16,224 | 72 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $23,661 | 105 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4,508 | 20 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $12,664 | 65 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $451 | 2 | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $3 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.