VANGUARD SCOTTSDALE FDS
CUSIP 92206C664
Vanguard Scottsdale Fds has 669 institutional holders in Filings Flow’s 13F database, together reporting 105.52M shares worth $10.2B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ubs Group AG, and Morgan Stanley.
Institutional Holders
669
Q1 2026
Reported Value
$10.2B
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 |
|---|---|---|---|---|
| S. R. Schill & Associates$148M AUM | 12.89% | $19M | 190.5K | Q1 2026OLDER |
| Turim 21 Investimentos Ltda.$399M AUM | 12.55% | $50M | 116.3K | Q1 2026OLDER |
| Brandywine Asset Management, Inc.$126M AUM | 11.93% | $15M | 147.4K | Q1 2026OLDER |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 6.99% | $9M | 85.1K | Q1 2026OLDER |
| Fairfield University$200M AUM | 5.30% | $11M | 105.6K | Q1 2026OLDER |
| Summit Financial Consulting LLC$140M AUM | 5.23% | $7M | 73.0K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 4.63% | $5M | 44.2K | Q1 2026OLDER |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 3.81% | $14M | 139.4K | Q1 2026OLDER |
| Fusion Capital, LLC$371M AUM | 3.79% | $14M | 140.2K | Q1 2026OLDER |
| Cadent Capital Advisors, LLC$386M AUM | 3.70% | $14M | 142.8K | Q1 2026OLDER |
| NEOS Investment Management LLC$19.8B AUM | 3.34% | $662M | 6.60M | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 3.09% | $4M | 44.9K | Q1 2026OLDER |
| First Citizens Asset Management, Inc.$178M AUM | 2.67% | $5M | 67.6K | Q1 2026OLDER |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 2.62% | $32M | 260.2K | Q2 2026 |
| Vilga Financial Planning LLC$132M AUM | 2.58% | $3M | 28.0K | Q2 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 2.39% | $23M | 229.9K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 2.37% | $5M | 40.2K | Q2 2026 |
| Henshaw Capital LLC$2.7B AUM | 2.16% | $58M | 582.0K | Q1 2026OLDER |
| Good Steward Wealth Advisors,LLC$156M AUM | 2.15% | $3M | 33.3K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 2.13% | $7M | 74.4K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 2.13% | $7M | 74.4K | Q1 2026OLDER |
| Brucke Financial, Inc.$197M AUM | 2.05% | $4M | 40.4K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 2.01% | $5M | 48.7K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 1.93% | $43M | 427.6K | Q1 2026OLDER |
| Windward Private Wealth Management Inc.$289M AUM | 1.92% | $6M | 55.5K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 1.73% | $6M | 57.9K | Q1 2026OLDER |
| Wernau Asset Management Inc.$143M AUM | 1.64% | $2M | 23.4K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 1.63% | $7M | 73.0K | Q1 2026OLDER |
| Fire Capital Management LLC$214M AUM | 1.61% | $3M | 34.3K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 1.54% | $2M | 23.3K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 1.45% | $2M | 23.9K | Q3 2025OLDER |
| Westshore Wealth, LLC$285M AUM | 1.34% | $4M | 38.0K | Q1 2026OLDER |
| Heritage Investment Group, Inc.$661M AUM | 1.33% | $9M | 87.8K | Q1 2026OLDER |
| Myriad Asset Management Advisors LLC$339M AUM | 1.32% | $4M | 43.1K | Q4 2025OLDER |
| Brooklyn FI, LLC$476M AUM | 1.28% | $6M | 60.9K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 1.17% | $54M | 537.5K | Q1 2026OLDER |
| RAINIER FAMILY WEALTH INC$149M AUM | 1.11% | $2M | 16.5K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 1.09% | $3M | 33.3K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 1.07% | $11M | 108.6K | Q1 2026OLDER |
| Rockbridge Investment Management, LCC$1.1B AUM | 1.03% | $12M | 114.9K | Q1 2026OLDER |
| MATTERS CAPITAL LLC$113M AUM | 1.03% | $1M | 11.6K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 1.03% | $57M | 570.8K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.98% | $10M | 104.1K | Q1 2026OLDER |
| Investment Research & Advisory Group, Inc.$286M AUM | 0.93% | $3M | 26.5K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.93% | $6M | 57.9K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.91% | $15M | 149.4K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.90% | $127M | 1.27M | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.88% | $4M | 38.0K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.86% | $3M | 29.5K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 0.83% | $1M | 10.6K | Q1 2026OLDER |
| TICINO WEALTH$288M AUM | 0.81% | $2M | 19.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.80% | $2M | 17.3K | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.80% | $16M | 161.8K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.78% | $2M | 22.2K | Q3 2025OLDER |
| THOMIST CAPITAL MANAGEMENT, LP$371M AUM | 0.76% | $4M | 35.7K | Q4 2025OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.76% | $27M | 273.2K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.75% | $10M | 103.5K | Q4 2025OLDER |
| DWR WEALTH MANAGEMENT, LLC$134M AUM | 0.74% | $990,684 | 8.2K | Q2 2026 |
| Gainplan LLC$254M AUM | 0.74% | $2M | 15.4K | Q2 2026 |
| Sunesis Advisors, LLC$221M AUM | 0.73% | $2M | 16.2K | Q1 2026OLDER |
| GK Wealth Management LLC$190M AUM | 0.71% | $812,439 | 8.4K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.70% | $577M | 5.76M | Q1 2026OLDER |
| St. Louis Trust Co$856M AUM | 0.69% | $6M | 59.2K | Q1 2026OLDER |
| Legacy Advisory Services, LLC$131M AUM | 0.69% | $912,200 | 9.2K | Q4 2025OLDER |
| LVW Advisors, LLC$1.0B AUM | 0.68% | $7M | 70.8K | Q1 2026OLDER |
| Fairman Group, LLC$117M AUM | 0.67% | $782,511 | 7.8K | Q1 2026OLDER |
| Curtis Advisory Group, LLC$464M AUM | 0.67% | $3M | 30.9K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.66% | $3M | 28.3K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.65% | $4M | 35.1K | Q1 2026OLDER |
| Aspen Grove Capital, LLC$514M AUM | 0.64% | $3M | 32.7K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.61% | $2M | 19.2K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.60% | $740,182 | 7.5K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.60% | $1M | 11.1K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.60% | $3M | 30.5K | Q1 2026OLDER |
| DB Fitzpatrick & Co, Inc$117M AUM | 0.60% | $696,582 | 7.0K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.59% | $9M | 92.3K | Q1 2026OLDER |
| BCS Private Wealth Management, Inc.$329M AUM | 0.59% | $2M | 19.5K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.58% | $1M | 14.0K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.56% | $2M | 16.6K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.55% | $953,017 | 9.5K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.53% | $2M | 15.9K | Q1 2026OLDER |
| Allegiance Financial Group Advisory Services LLC$503M AUM | 0.52% | $3M | 26.0K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.51% | $2M | 19.3K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.51% | $1M | 9.9K | Q1 2026OLDER |
| Flower City Capital$227M AUM | 0.51% | $1M | 9.5K | Q2 2026 |
| Fischer Financial Services, Inc.$297M AUM | 0.50% | $1M | 14.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.49% | $2M | 21.6K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.48% | $551,321 | 5.5K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.48% | $3M | 25.1K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.48% | $756,606 | 7.6K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.48% | $3M | 25.9K | Q1 2026OLDER |
| McLean Asset Management Corp$572M AUM | 0.47% | $3M | 26.8K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.47% | $9M | 92.4K | Q1 2026OLDER |
| Prudent Man Advisors, LLC$334M AUM | 0.47% | $2M | 15.6K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.45% | $1M | 11.5K | Q1 2026OLDER |
| NCM Capital Management, LLC$279M AUM | 0.44% | $1M | 12.3K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.44% | $3M | 28.4K | Q1 2026OLDER |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP$2.7B AUM | 0.43% | $11M | 114.7K | Q1 2026OLDER |
| Southland Equity Partners LLC$513M AUM | 0.42% | $2M | 21.5K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.41% | $6M | 55.4K | Q4 2025OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.41% | $873,382 | 8.7K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.41% | $634,777 | 6.3K | Q1 2026OLDER |
| Hudson Value Partners, LLC$335M AUM | 0.41% | $1M | 13.7K | Q4 2025OLDER |
| EQ LLC$355M AUM | 0.40% | $1M | 14.1K | Q1 2026OLDER |
| M3 Advisory Group, LLC$162M AUM | 0.40% | $642,540 | 6.4K | Q1 2026OLDER |
| Yelin Lapidot Holdings Management Ltd.$480M AUM | 0.39% | $2M | 18.9K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 0.39% | $782,027 | 7.8K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.37% | $10M | 100.0K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.34% | $16M | 162.7K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.34% | $887,707 | 8.9K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 0.33% | $3M | 26.4K | Q4 2025OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 0.33% | $519,782 | 5.2K | Q1 2026OLDER |
| TAGStone Capital, Inc.$283M AUM | 0.32% | $896,891 | 9.0K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.30% | $703,113 | 7.0K | Q1 2026OLDER |
| PENNINGTON PARTNERS & CO., LLC$292M AUM | 0.29% | $852,271 | 8.5K | Q1 2026OLDER |
| Politan Capital Management LP$985M AUM | 0.29% | $3M | 32.3K | Q3 2025OLDER |
| WestHill Financial Advisors, Inc.$523M AUM | 0.29% | $1M | 14.9K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.28% | $630,515 | 6.3K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.27% | $673,213 | 6.0K | Q1 2026OLDER |
| Sincerus Advisory, LLC$147M AUM | 0.27% | $400,913 | 3.3K | Q2 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.27% | $4M | 37.2K | Q4 2025OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.27% | $5M | 49.2K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.26% | $3M | 21.6K | Q2 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.26% | $48M | 474.7K | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.26% | $614,162 | 6.2K | Q4 2025OLDER |
| Caerus Investment Advisors, LLC$240M AUM | 0.26% | $619,845 | 6.2K | Q2 2026 |
| FIRST NATIONAL BANK OF OMAHA$3.2B AUM | 0.25% | $8M | 84.6K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.25% | $2M | 22.1K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.25% | $4M | 40.5K | Q1 2026OLDER |
| DUTCH ASSET Corp$149M AUM | 0.25% | $375,638 | 3.8K | Q1 2026OLDER |
| Headlands Technologies LLC$878M AUM | 0.25% | $3M | 30.4K | Q4 2025OLDER |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC$239M AUM | 0.25% | $601,823 | 6.0K | Q1 2026OLDER |
| Vision Capital Management, Inc.$792M AUM | 0.25% | $2M | 19.9K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.25% | $485,925 | 4.9K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.25% | $3M | 30.8K | Q1 2026OLDER |
| FIRST HAWAIIAN BANK$715M AUM | 0.24% | $2M | 17.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.24% | $32M | 317.0K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 0.23% | $912,806 | 9.1K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 0.23% | $2M | 17.6K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.23% | $4M | 36.7K | Q1 2026OLDER |
| Meridian Wealth Advisors, LLC$756M AUM | 0.22% | $2M | 16.6K | Q1 2026OLDER |
| COREPATH WEALTH PARTNERS LLC$160M AUM | 0.21% | $341,180 | 2.9K | Q2 2026 |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.21% | $705,597 | 7.0K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.21% | $491,134 | 4.9K | Q1 2026OLDER |
| MONARCH CAPITAL MANAGEMENT INC$409M AUM | 0.21% | $857,556 | 8.6K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.21% | $885,982 | 8.8K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.21% | $3M | 31.4K | Q1 2026OLDER |
| FIRST FINANCIAL CORP /IN/$289M AUM | 0.20% | $583,787 | 4.8K | Q2 2026 |
| Violich Capital Management, Inc.$855M AUM | 0.20% | $2M | 17.0K | Q1 2026OLDER |
| Ridgepath Capital Management LLC$201M AUM | 0.20% | $400,079 | 4.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.20% | $412M | 4.20M | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.20% | $625,461 | 6.2K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.20% | $603,124 | 6.0K | Q1 2026OLDER |
| Trellis Wealth Advisors LLC$263M AUM | 0.19% | $507,963 | 5.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.19% | $1.3B | 12.81M | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 0.19% | $271,459 | 2.7K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.19% | $2M | 15.6K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.19% | $289,340 | 2.9K | Q1 2026OLDER |
| Cordatus Wealth Management LLC$420M AUM | 0.18% | $772,787 | 7.7K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.18% | $2M | 24.3K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.18% | $9M | 93.2K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.18% | $2M | 17.7K | Q2 2026 |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.18% | $579,861 | 5.8K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.18% | $3M | 30.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.17% | $2.4B | 23.84M | Q1 2026OLDER |
| Seelaus Asset Management LLC$139M AUM | 0.17% | $218,816 | 2.2K | Q4 2025OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.17% | $460,481 | 4.6K | Q1 2026OLDER |
| DAVIDSON TRUST CO$232M AUM | 0.17% | $393,732 | 3.9K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 0.17% | $819,891 | 8.2K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.17% | $604,473 | 6.1K | Q4 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.17% | $855,549 | 8.5K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.17% | $323,449 | 3.2K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.17% | $253,048 | 2.5K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 0.16% | $226,284 | 2.3K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.16% | $1M | 12.5K | Q1 2026OLDER |
| COUNTRY CLUB BANK$1.7B AUM | 0.16% | $3M | 28.3K | Q3 2025OLDER |
| Marble Harbor Investment Counsel, LLC$923M AUM | 0.16% | $1M | 14.9K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.15% | $2M | 20.7K | Q4 2025OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.15% | $2M | 23.7K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.15% | $178,357 | 1.8K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.15% | $28M | 282.2K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.15% | $3M | 33.9K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 0.15% | $295,201 | 2.9K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.15% | $320,714 | 3.2K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.14% | $1M | 10.8K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.14% | $3M | 32.7K | Q4 2025OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.14% | $1M | 14.5K | Q1 2026OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.14% | $1M | 10.6K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.14% | $319,883 | 2.6K | Q2 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.14% | $286,887 | 2.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.14% | $148M | 1.48M | Q1 2026OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 0.13% | $1M | 14.5K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.13% | $367,492 | 3.7K | Q1 2026OLDER |
| ELLERSON GROUP INC /ADV$153M AUM | 0.13% | $200,340 | 2.0K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.13% | $1M | 11.1K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 0.13% | $1M | 12.8K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.13% | $881,897 | 8.8K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.13% | $260,173 | 2.6K | Q1 2026OLDER |
| Resolute Advisors LLC$242M AUM | 0.13% | $309,625 | 3.1K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.13% | $2M | 19.2K | Q2 2026 |
| Inman Jager Wealth Management, LLC$171M AUM | 0.12% | $213,562 | 2.1K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 0.12% | $270,649 | 2.8K | Q3 2025OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.12% | $790,842 | 7.9K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 0.12% | $660,525 | 6.6K | Q1 2026OLDER |
| VISIONARY HORIZONS, LLC$203M AUM | 0.12% | $238,204 | 2.4K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.12% | $832,903 | 8.3K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 0.12% | $210,290 | 2.1K | Q3 2025OLDER |
| Tranquility Partners, LLC$265M AUM | 0.12% | $305,318 | 3.0K | Q1 2026OLDER |
| HOGE FINANCIAL SERVICES, LLC$187M AUM | 0.11% | $213,355 | 2.1K | Q4 2025OLDER |
| Oceanside Advisors LLC$175M AUM | 0.11% | $200,340 | 2.0K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.11% | $7M | 70.5K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.11% | $835,087 | 8.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.11% | $20M | 202.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.11% | $5M | 46.8K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.11% | $500,850 | 5.0K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.11% | $2M | 21.1K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.11% | $135,430 | 1.4K | Q1 2026OLDER |
| O'ROURKE & COMPANY, Inc$253M AUM | 0.11% | $266,987 | 2.7K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 0.10% | $324,535 | 3.3K | Q4 2025OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.10% | $1M | 12.8K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.10% | $2M | 12.9K | Q2 2026 |
| Marble Wealth, LLC$571M AUM | 0.10% | $574,048 | 5.7K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.10% | $2M | 20.7K | Q1 2026OLDER |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0B AUM | 0.10% | $1M | 10.0K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.10% | $568,865 | 5.7K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.10% | $486,924 | 4.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.10% | $360M | 3.60M | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.10% | $757,274 | 7.6K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.10% | $136,131 | 1.4K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.09% | $1M | 10.0K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.09% | $645,596 | 6.4K | Q1 2026OLDER |
| 626 Financial, LLC$224M AUM | 0.09% | $207,748 | 2.1K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.09% | $201,342 | 2.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.09% | $68M | 681.0K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.09% | $263,347 | 2.6K | Q1 2026OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.09% | $289,818 | 2.9K | Q1 2026OLDER |
| Global Wealth Management Investment Advisory, Inc.$638M AUM | 0.09% | $568,292 | 5.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.09% | $7M | 72.0K | Q1 2026OLDER |
| MYCIO WEALTH PARTNERS, LLC$502M AUM | 0.09% | $436,742 | 4.4K | Q1 2026OLDER |
| CENTRAL BANK & TRUST CO$636M AUM | 0.09% | $552,838 | 5.5K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.09% | $3M | 26.6K | Q2 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.09% | $688,469 | 6.9K | Q1 2026OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 0.09% | $418,899 | 3.5K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.08% | $28M | 277.0K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.08% | $17M | 172.3K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 0.08% | $8M | 76.0K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.08% | $818,348 | 8.2K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.08% | $1M | 10.9K | Q1 2026OLDER |
| PLIMOTH TRUST CO LLC$447M AUM | 0.08% | $371,831 | 3.7K | Q1 2026OLDER |
| FLAGSTAR ADVISORS INC$276M AUM | 0.08% | $228,344 | 2.3K | Q1 2026OLDER |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$62.2B AUM | 0.08% | $50M | 502.0K | Q1 2026OLDER |
| Emerald Advisors, LLC$808M AUM | 0.08% | $638,642 | 6.4K | Q1 2026OLDER |
| POWER WEALTH MANAGEMENT LLC$269M AUM | 0.08% | $211,359 | 2.1K | Q1 2026OLDER |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.08% | $528,798 | 5.3K | Q1 2026OLDER |
| Baron Wealth Management LLC$386M AUM | 0.07% | $282,423 | 2.3K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.07% | $8M | 76.3K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 0.07% | $2M | 15.2K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.07% | $314,233 | 3.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.07% | $375M | 3.74M | Q2 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $595,210 | 5.9K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.07% | $231,393 | 2.3K | Q1 2026OLDER |
| Sentry LLC$314M AUM | 0.07% | $213,562 | 2.1K | Q1 2026OLDER |
| Advisor Resource Council$309M AUM | 0.07% | $208,754 | 2.1K | Q1 2026OLDER |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.07% | $327,356 | 3.3K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $87M | 869.9K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.07% | $196,333 | 2.0K | Q1 2026OLDER |
| SFAM, LLC$108M AUM | 0.07% | $70,920 | 708 | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.06% | $113,955 | 1.2K | Q3 2025OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.06% | $397,675 | 4.0K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.06% | $63,707 | 636 | Q1 2026OLDER |
| Brand Asset Management Group, Inc.$385M AUM | 0.06% | $241,410 | 2.4K | Q1 2026OLDER |
| ForthRight Wealth Management, LLC$353M AUM | 0.06% | $220,799 | 2.2K | Q1 2026OLDER |
| Financial Advisors Network, Inc.$724M AUM | 0.06% | $452,460 | 4.5K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.06% | $563,346 | 5.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.06% | $1M | 10.1K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.06% | $227,186 | 2.3K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.06% | $165,738 | 1.4K | Q2 2026 |
| FineMark National Bank & Trust$3.2B AUM | 0.06% | $2M | 19.2K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.06% | $401,848 | 2.5K | Q2 2026 |
| Factor Wealth Management LTD$661M AUM | 0.06% | $390,449 | 3.2K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $11M | 108.2K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.06% | $13M | 131.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.06% | $5M | 49.2K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.06% | $1M | 10.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 15.8K | Q1 2026OLDER |
| Promus Capital, LLC$157M AUM | 0.05% | $86,082 | 880 | Q3 2025OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.05% | $4M | 44.3K | Q1 2026OLDER |
| Keudell/Morrison Wealth Management$489M AUM | 0.05% | $266,853 | 2.7K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.05% | $510,166 | 5.1K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.05% | $1M | 10.7K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.05% | $3M | 25.1K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.05% | $255,360 | 2.3K | Q1 2026OLDER |
| Rathbones Group PLC$50.6B AUM | 0.05% | $13M | 134.4K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.05% | $877M | 8.81M | Q1 2026OLDER |
| Trajan Wealth LLC$2.5B AUM | 0.05% | $1M | 12.8K | Q1 2026OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.05% | $100,170 | 1.0K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.05% | $204,652 | 2.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.05% | $241M | 2.41M | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.05% | $131,764 | 1.3K | Q3 2025OLDER |
| RKL Wealth Management LLC$1.1B AUM | 0.05% | $540,855 | 5.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.05% | $12M | 119.9K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.05% | $68,824 | 687 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.05% | $2M | 20.3K | Q2 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.05% | $580,022 | 5.8K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.05% | $3M | 32.9K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 12.5K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 22.5K | Q1 2026OLDER |
| Wealth Advisory Solutions, LLC$449M AUM | 0.05% | $202,243 | 2.0K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.04% | $9M | 92.4K | Q3 2025OLDER |
| ACIMA PRIVATE WEALTH, LLC$344M AUM | 0.04% | $148,740 | 1.2K | Q2 2026 |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.04% | $937,135 | 9.4K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.04% | $2M | 24.2K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $786,244 | 7.8K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.04% | $44,075 | 440 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.04% | $485,324 | 4.8K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.04% | $330,862 | 3.3K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.04% | $525,237 | 5.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 31.8K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.04% | $4M | 43.1K | Q4 2025OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.04% | $103,976 | 1.0K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.04% | $8M | 77.3K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.04% | $590,302 | 5.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.04% | $8M | 77.8K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.04% | $267,955 | 2.7K | Q1 2026OLDER |
| Edge Wealth Management LLC$594M AUM | 0.04% | $218,556 | 1.8K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $13M | 131.4K | Q1 2026OLDER |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.04% | $237,904 | 2.4K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.04% | $299,690 | 3.0K | Q1 2026OLDER |
| Black Diamond Financial, LLC$916M AUM | 0.04% | $326,156 | 3.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.04% | $20M | 199.8K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.04% | $477,611 | 4.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.04% | $678,852 | 6.8K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.03% | $9M | 91.6K | Q3 2025OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.03% | $3M | 32.9K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.03% | $938,024 | 9.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $9M | 86.4K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $1M | 11.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.03% | $295M | 2.94M | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.03% | $6M | 55.2K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.03% | $241,833 | 2.4K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.03% | $217,949 | 2.2K | Q4 2025OLDER |
| Sage Mountain Advisors LLC$1.4B AUM | 0.03% | $473,003 | 4.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.03% | $368,315 | 3.6K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $634,328 | 6.3K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.03% | $114,743 | 1.2K | Q3 2025OLDER |
| Stonegate Investment Group, LLC$4.3B AUM | 0.03% | $1M | 14.4K | Q3 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.03% | $4M | 38.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.03% | $358,909 | 3.6K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.03% | $95,763 | 956 | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.03% | $468,963 | 4.4K | Q4 2025OLDER |
| Jump Financial, LLC$7.5B AUM | 0.03% | $2M | 23.5K | Q1 2026OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.03% | $476,693 | 4.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 11.0K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.03% | $102,674 | 1.0K | Q1 2026OLDER |
| CARRET ASSET MANAGEMENT, LLC$1.0B AUM | 0.03% | $302,513 | 3.0K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.03% | $227,060 | 2.3K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $107M | 1.07M | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.03% | $207,728 | 2.1K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.03% | $255,033 | 2.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.03% | $269,290 | 2.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 74.5K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.03% | $84,393 | 848 | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.03% | $385,804 | 3.9K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.03% | $51,800 | 517 | Q1 2026OLDER |
| OVERSEA-CHINESE BANKING Corp Ltd$3.7B AUM | 0.03% | $1M | 10.3K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 11.7K | Q1 2026OLDER |
| BSW Wealth Partners$819M AUM | 0.03% | $229,319 | 2.3K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.03% | $2M | 15.0K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.03% | $486,025 | 4.9K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.03% | $608,884 | 6.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $18M | 181.5K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.03% | $48,805 | 487 | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $215,885 | 1.8K | Q2 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.03% | $425,848 | 4.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.03% | $69M | 688.5K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.03% | $234,827 | 2.3K | Q1 2026OLDER |
| Hilltop National Bank$468M AUM | 0.03% | $119,234 | 982 | Q2 2026 |
| BARINGS LLC$6.2B AUM | 0.03% | $2M | 15.7K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.03% | $84,873 | 699 | Q2 2026 |
| 10Elms LLP$159M AUM | 0.03% | $40,068 | 400 | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.03% | $75,027 | 749 | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.02% | $208,058 | 2.1K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $323,861 | 3.2K | Q1 2026OLDER |
| YANKCOM Partnership$243M AUM | 0.02% | $59,000 | 589 | Q1 2026OLDER |
| Manchester Capital Management LLC$694M AUM | 0.02% | $166,683 | 1.7K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $8M | 82.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $22M | 221.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $415,766 | 4.2K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.02% | $224,681 | 2.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 44.4K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $68,016 | 679 | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.02% | $72,122 | 720 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 13.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $745,762 | 6.1K | Q2 2026 |
| Rossmore Private Capital$1.1B AUM | 0.02% | $250,425 | 2.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $71M | 709.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $16M | 155.2K | Q1 2026OLDER |
| Financial Perspectives, Inc$358M AUM | 0.02% | $77,587 | 775 | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.02% | $44,776 | 447 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $15M | 149.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 13.4K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.02% | $759,964 | 7.8K | Q3 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.02% | $499,309 | 5.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.02% | $18M | 178.0K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.02% | $51,062 | 522 | Q3 2025OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.02% | $1M | 11.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 25.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $427,022 | 4.3K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.02% | $3M | 27.4K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.02% | $12M | 121.1K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $286,101 | 2.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 39.3K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $34,358 | 343 | Q1 2026OLDER |
| Northside Capital Management, LLC$1.1B AUM | 0.02% | $213,763 | 2.1K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 15.6K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.02% | $313,054 | 3.2K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.02% | $24,700 | 247 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 10.0K | Q2 2026 |
| McMillan Office, Inc.$782M AUM | 0.02% | $140,238 | 1.4K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $388,284 | 3.9K | Q4 2025OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.02% | $33,156 | 331 | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.02% | $1M | 12.4K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.02% | $43,975 | 439 | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $237,904 | 2.4K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $936,937 | 9.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 36.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.02% | $685,835 | 6.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $478,712 | 4.8K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.02% | $33,655 | 335 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.02% | $428,255 | 4.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $224,274 | 2.2K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.02% | $8M | 80.0K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $5M | 52.8K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $493,337 | 4.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.02% | $9M | 87.7K | Q1 2026OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.02% | $133,426 | 1.3K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.02% | $63,180 | 631 | Q1 2026OLDER |
| SIMA Wealth Partners, LLC$105M AUM | 0.02% | $16,067 | 196 | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $4M | 42.0K | Q2 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $213,863 | 2.1K | Q1 2026OLDER |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.02% | $226,384 | 2.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $445,839 | 4.5K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $1M | 13.7K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $15 | 155 | Q4 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $551,692 | 5.5K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $3M | 27.2K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $72,323 | 722 | Q1 2026OLDER |
| WASHINGTON TRUST Co$3.0B AUM | 0.01% | $417,709 | 4.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $1M | 10.3K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $604,770 | 6.0K | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.01% | $202,074 | 2.0K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $351,204 | 3.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $59M | 583.7K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.01% | $215,386 | 2.1K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $1M | 10.8K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $477,796 | 4.8K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $28M | 275.0K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.01% | $172,883 | 1.8K | Q3 2025OLDER |
| BankPlus Trust Department$374M AUM | 0.01% | $48,382 | 483 | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.01% | $56,096 | 560 | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $363,871 | 3.6K | Q1 2026OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.01% | $45,888 | 458 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $2M | 15.5K | Q1 2026OLDER |
| Accredited Investors Inc.$1.9B AUM | 0.01% | $232,995 | 2.3K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $384,418 | 3.7K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $433,536 | 4.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 87.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $173,798 | 1.7K | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.01% | $15M | 146.5K | Q1 2026OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.01% | $70,119 | 700 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $354,890 | 3.6K | Q4 2025OLDER |
| TEXAS PERMANENT SCHOOL FUND CORP$2.7B AUM | 0.01% | $260,842 | 2.6K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $19M | 190.8K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $442,855 | 4.4K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.01% | $370,675 | 3.7K | Q1 2026OLDER |
| Americana Partners, LLC$3.9B AUM | 0.01% | $446,057 | 4.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $180M | 1.86M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $946,807 | 9.5K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $478,738 | 4.8K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.01% | $63,508 | 634 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $861,346 | 8.7K | Q4 2025OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.01% | $3M | 25.8K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $238,406 | 2.4K | Q1 2026OLDER |
| North Capital, Inc.$118M AUM | 0.01% | $14,086 | 144 | Q3 2025OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $29,358 | 240 | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $499,384 | 5.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $7M | 67.2K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.01% | $12,822 | 128 | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $314,233 | 3.1K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $373,334 | 3.7K | Q1 2026OLDER |
| WATERS PARKERSON & CO., LLC$1.9B AUM | 0.01% | $203,373 | 2.0K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.01% | $45,820 | 457 | Q1 2026OLDER |
| ZWJ INVESTMENT COUNSEL INC$2.8B AUM | 0.01% | $287,488 | 2.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $516,489 | 5.3K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $933,509 | 9.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 18.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $607,382 | 6.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $850,793 | 8.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 89.9K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 43.5K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.