VANGUARD SCOTTSDALE FDS
CUSIP 92206C730
Vanguard Scottsdale Fds has 378 institutional holders in Filings Flow’s 13F database, together reporting 13.49M shares worth $3.9B as of Q1 2026. The largest reported holders are Morgan Stanley, Ameriprise Financial Inc, and FMR LLC.
Institutional Holders
378
Q1 2026
Reported Value
$3.9B
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 |
|---|---|---|---|---|
| Flower City Capital$227M AUM | 36.40% | $83M | 244.1K | Q2 2026 |
| Sherrill & Hutchins Financial Advisory, Inc$169M AUM | 27.46% | $46M | 157.5K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 19.00% | $74M | 250.9K | Q1 2026OLDER |
| RED CEDAR INVESTMENT MANAGEMENT, LLC$965M AUM | 15.82% | $153M | 517.0K | Q1 2026OLDER |
| Stegner Investment Associates Inc.$183M AUM | 10.88% | $20M | 67.3K | Q1 2026OLDER |
| CHERRYDALE WEALTH MANAGEMENT, LLC$324M AUM | 6.66% | $22M | 73.1K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 6.41% | $120M | 407.7K | Q1 2026OLDER |
| Navigate Wealth Management, LLC$142M AUM | 5.96% | $8M | 26.6K | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 3.76% | $43M | 146.1K | Q1 2026OLDER |
| Note Advisors, LLC$200M AUM | 3.26% | $7M | 22.1K | Q1 2026OLDER |
| Brown Financial Advisory$202M AUM | 3.10% | $6M | 21.2K | Q1 2026OLDER |
| Owl Creek Wealth Partners LLC$281M AUM | 3.07% | $9M | 29.2K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 3.00% | $40M | 130.7K | Q4 2025OLDER |
| Nova R Wealth, Inc.$313M AUM | 2.60% | $8M | 27.6K | Q1 2026OLDER |
| Hapanowicz & Associates Financial Services, Inc$251M AUM | 2.59% | $7M | 22.1K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 2.11% | $9M | 31.8K | Q1 2026OLDER |
| Arbor Investment Advisors, LLC$768M AUM | 2.05% | $16M | 53.3K | Q1 2026OLDER |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 1.90% | $15M | 49.2K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 1.72% | $122M | 359.5K | Q2 2026 |
| Crusonia Wealth Advisors LLC$485M AUM | 1.70% | $8M | 28.0K | Q1 2026OLDER |
| Arsenal Capital Advisors LLC$138M AUM | 1.65% | $2M | 7.7K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 1.58% | $2M | 5.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 1.55% | $20M | 68.6K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 1.49% | $20M | 66.0K | Q4 2025OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 1.47% | $9M | 30.2K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 1.45% | $2M | 7.6K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 1.37% | $21M | 72.4K | Q1 2026OLDER |
| Endowment Wealth Management, Inc.$226M AUM | 1.34% | $3M | 9.7K | Q3 2025OLDER |
| Thrive Wealth Management, LLC$787M AUM | 1.32% | $10M | 30.6K | Q2 2026 |
| Napier Financial, LLC$436M AUM | 1.26% | $5M | 18.6K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 1.25% | $2M | 7.6K | Q1 2026OLDER |
| Topel & Distasi Wealth Management, LLC$193M AUM | 1.24% | $3M | 8.2K | Q4 2025OLDER |
| Pitcairn Wealth Advisors LLC$1.1B AUM | 1.24% | $14M | 43.7K | Q1 2026OLDER |
| Brooklyn FI, LLC$476M AUM | 1.21% | $6M | 19.5K | Q1 2026OLDER |
| LPWM LLC$396M AUM | 1.20% | $5M | 16.2K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 1.07% | $5M | 18.1K | Q1 2026OLDER |
| Blackston Financial Advisory Group, LLC$160M AUM | 1.00% | $2M | 5.4K | Q1 2026OLDER |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC$107M AUM | 0.97% | $1M | 3.2K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.96% | $28M | 94.5K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 0.94% | $1M | 3.6K | Q4 2025OLDER |
| Anson Capital, Inc.$146M AUM | 0.94% | $1M | 4.6K | Q1 2026OLDER |
| Carroll Advisory Group, LLC$258M AUM | 0.94% | $2M | 8.2K | Q1 2026OLDER |
| Vigilare Wealth Management$326M AUM | 0.91% | $3M | 8.8K | Q2 2026 |
| CMH Wealth Management LLC$655M AUM | 0.79% | $5M | 15.3K | Q2 2026 |
| Francis Financial, Inc.$539M AUM | 0.77% | $4M | 14.0K | Q1 2026OLDER |
| FourThought Financial Partners, LLC$1.2B AUM | 0.75% | $9M | 29.4K | Q1 2026OLDER |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.70% | $1M | 4.9K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.67% | $18M | 61.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.65% | $88M | 297.1K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.62% | $805,087 | 2.7K | Q1 2026OLDER |
| GOLDEN ROAD ADVISORS LLC$174M AUM | 0.60% | $1M | 3.5K | Q1 2026OLDER |
| SACHEM HILL LLC$516M AUM | 0.57% | $3M | 10.1K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.56% | $2M | 7.1K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.54% | $741,822 | 2.5K | Q1 2026OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.52% | $31M | 105.8K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.48% | $27M | 90.2K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 0.48% | $646,512 | 2.1K | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.44% | $9M | 30.9K | Q1 2026OLDER |
| Downshift Financial, LLC$193M AUM | 0.44% | $845,443 | 2.6K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.43% | $2M | 5.5K | Q1 2026OLDER |
| PFW Advisors LLC$318M AUM | 0.40% | $1M | 4.4K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.40% | $3M | 10.0K | Q1 2026OLDER |
| Bawa N Mallick Trust$244M AUM | 0.39% | $959,140 | 3.3K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.38% | $8M | 25.5K | Q4 2025OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.38% | $944,384 | 3.2K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.37% | $4M | 13.1K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.37% | $1M | 4.1K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.37% | $3M | 9.1K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.36% | $7M | 22.7K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.35% | $1M | 4.2K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.34% | $5M | 16.1K | Q4 2025OLDER |
| Quantum Capital Management, LLC / NJ$781M AUM | 0.33% | $3M | 8.7K | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 0.32% | $563,458 | 1.9K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$1.8B AUM | 0.30% | $5M | 18.1K | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.30% | $6M | 21.6K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.30% | $17M | 58.4K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.29% | $4M | 13.2K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.28% | $1M | 4.3K | Q1 2026OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.28% | $714,651 | 2.4K | Q1 2026OLDER |
| Williams & Novak, LLC$151M AUM | 0.27% | $413,968 | 1.2K | Q2 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM | 0.27% | $2M | 6.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.27% | $48M | 161.9K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.27% | $22M | 74.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.27% | $51M | 171.7K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.26% | $455,665 | 1.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.24% | $4M | 11.9K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.23% | $632,477 | 2.1K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.23% | $441,499 | 1.5K | Q1 2026OLDER |
| Valtrion Capital Management, LLC$106M AUM | 0.22% | $231,374 | 784 | Q1 2026OLDER |
| Compass Wealth Management LLC$405M AUM | 0.21% | $944,844 | 3.1K | Q3 2025OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 0.21% | $733,929 | 2.5K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.21% | $6M | 20.5K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.21% | $406,380 | 1.4K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.20% | $1M | 3.8K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.20% | $794,463 | 2.7K | Q1 2026OLDER |
| Snider Financial Group$331M AUM | 0.20% | $661,069 | 2.2K | Q1 2026OLDER |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.20% | $1M | 3.7K | Q1 2026OLDER |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.19% | $603,226 | 2.0K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.19% | $5M | 17.7K | Q1 2026OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.19% | $2M | 5.6K | Q1 2026OLDER |
| Nicholson Meyer Capital Management, Inc.$130M AUM | 0.19% | $241,998 | 820 | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.18% | $258,637 | 876 | Q1 2026OLDER |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.18% | $379,229 | 1.3K | Q1 2026OLDER |
| Tenzing Financial LLC$146M AUM | 0.17% | $252,651 | 742 | Q2 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.17% | $579,416 | 2.0K | Q1 2026OLDER |
| Heartland Bank & Trust Co$442M AUM | 0.17% | $756,688 | 2.6K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.17% | $7M | 22.3K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.17% | $1M | 4.1K | Q1 2026OLDER |
| TRITONPOINT WEALTH, LLC$934M AUM | 0.17% | $2M | 5.3K | Q4 2025OLDER |
| Crane Advisory, LLC$668M AUM | 0.16% | $1M | 3.5K | Q1 2026OLDER |
| BROGAN FINANCIAL, INC.$227M AUM | 0.16% | $374,945 | 1.3K | Q1 2026OLDER |
| Royal Fund Management, LLC$1.1B AUM | 0.16% | $2M | 5.7K | Q4 2025OLDER |
| Red Tortoise LLC$240M AUM | 0.16% | $382,068 | 1.3K | Q1 2026OLDER |
| Alliance Private Wealth, LLC$288M AUM | 0.16% | $457,611 | 1.4K | Q2 2026 |
| Berkshire Money Management, Inc.$976M AUM | 0.16% | $2M | 5.3K | Q4 2025OLDER |
| Highland Financial Advisors, LLC$455M AUM | 0.15% | $694,376 | 2.0K | Q2 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 0.15% | $255,279 | 865 | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.15% | $2M | 5.6K | Q1 2026OLDER |
| RETIREMENT INCOME SOLUTIONS, INC$585M AUM | 0.14% | $846,994 | 2.9K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.14% | $3M | 8.6K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.13% | $2M | 7.3K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.13% | $353,259 | 1.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.13% | $144M | 488.4K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.13% | $339,397 | 1.0K | Q2 2026 |
| Heritage Family Offices, LLP$225M AUM | 0.13% | $295,710 | 1.0K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.13% | $33M | 112.8K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 0.13% | $200,386 | 679 | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.13% | $333,486 | 1.1K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.12% | $206,879 | 701 | Q1 2026OLDER |
| Access Investment Management LLC$376M AUM | 0.12% | $455,371 | 1.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.12% | $86M | 290.2K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.12% | $554,668 | 1.7K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.12% | $32M | 109.4K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.12% | $10M | 32.3K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.12% | $2M | 6.0K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.12% | $4M | 13.8K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.11% | $2M | 7.3K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.11% | $1M | 3.8K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.11% | $331,715 | 1.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.10% | $2M | 6.8K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.10% | $220,750 | 748 | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.10% | $287,860 | 1.0K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.10% | $1M | 3.7K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.09% | $265,608 | 900 | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.09% | $285,946 | 925 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.09% | $2M | 6.8K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.09% | $507,311 | 1.7K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.09% | $3M | 8.7K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.09% | $3M | 10.6K | Q1 2026OLDER |
| Capital Advantage, Inc.$765M AUM | 0.08% | $619,162 | 2.1K | Q1 2026OLDER |
| Berkeley, Inc$298M AUM | 0.08% | $240,741 | 816 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.08% | $20M | 67.5K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.08% | $193,108 | 654 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.08% | $682,317 | 2.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.07% | $4M | 13.7K | Q4 2025OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.07% | $216,610 | 734 | Q1 2026OLDER |
| TLWM$615M AUM | 0.07% | $443,384 | 1.3K | Q2 2026 |
| Marble Wealth, LLC$571M AUM | 0.07% | $402,392 | 1.4K | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 0.07% | $1M | 3.7K | Q4 2025OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 0.07% | $4M | 13.8K | Q2 2026 |
| Glassman Wealth Services$736M AUM | 0.06% | $468,420 | 1.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.06% | $269M | 910.4K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.06% | $915,643 | 3.1K | Q1 2026OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.06% | $1M | 3.4K | Q1 2026OLDER |
| KTF INVESTMENTS, LLC$584M AUM | 0.06% | $345,881 | 1.2K | Q1 2026OLDER |
| Ullmann Wealth Partners Group, LLC$963M AUM | 0.06% | $569,582 | 1.9K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.06% | $805,087 | 2.7K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.06% | $4M | 13.2K | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.06% | $135M | 459.1K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.06% | $409,514 | 1.4K | Q1 2026OLDER |
| WILKINS INVESTMENT COUNSEL INC$698M AUM | 0.06% | $395,461 | 1.3K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.06% | $1M | 4.2K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.06% | $408,041 | 1.5K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.05% | $3M | 10.2K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $1M | 5.1K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.05% | $725,095 | 2.5K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.05% | $216,323 | 733 | Q1 2026OLDER |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.05% | $547,448 | 1.9K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.05% | $243,474 | 825 | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.05% | $2M | 7.7K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.05% | $2M | 5.2K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.05% | $223,667 | 660 | Q2 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $561,259 | 1.7K | Q2 2026 |
| Welch Group, LLC$2.7B AUM | 0.05% | $1M | 4.2K | Q1 2026OLDER |
| Solidarity Wealth, LLC$521M AUM | 0.05% | $243,179 | 824 | Q1 2026OLDER |
| OKABENA INVESTMENT SERVICES INC$519M AUM | 0.05% | $237,572 | 805 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.04% | $2M | 6.9K | Q2 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.04% | $8M | 25.5K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.04% | $202,157 | 685 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $19M | 63.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $35M | 118.9K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.04% | $211,079 | 715 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.04% | $8M | 25.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.04% | $13M | 44.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.04% | $335,256 | 1.1K | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.03% | $462,748 | 1.6K | Q1 2026OLDER |
| PGIM Custom Harvest LLC$6.4B AUM | 0.03% | $2M | 7.4K | Q1 2026OLDER |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.03% | $65,517 | 222 | Q1 2026OLDER |
| MATAURO, LLC$692M AUM | 0.03% | $228,690 | 775 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.03% | $8M | 26.8K | Q4 2025OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.03% | $1M | 5.0K | Q1 2026OLDER |
| Abacus Planning Group, Inc.$743M AUM | 0.03% | $238,162 | 807 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.03% | $332,661 | 1.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $210M | 711.2K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $991,158 | 3.4K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.03% | $1M | 4.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $29M | 98.9K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.03% | $1M | 5.0K | Q1 2026OLDER |
| INSPIRION WEALTH ADVISORS, LLC$874M AUM | 0.03% | $266,014 | 787 | Q2 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.03% | $308,377 | 910 | Q2 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.03% | $1M | 3.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.03% | $6M | 21.1K | Q1 2026OLDER |
| Global Strategic Investment Solutions, LLC$1.0B AUM | 0.03% | $302,482 | 1.0K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.03% | $4M | 15.1K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.03% | $8M | 28.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.03% | $19M | 65.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $92M | 312.0K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $282,154 | 913 | Q4 2025OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.03% | $321,402 | 1.0K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 4.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.03% | $7M | 22.8K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $429,337 | 1.5K | Q1 2026OLDER |
| Hardy Reed LLC$1.4B AUM | 0.03% | $365,359 | 1.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $848,728 | 2.9K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.03% | $141M | 479.1K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.03% | $404,043 | 1.4K | Q1 2026OLDER |
| Goelzer Investment Management, Inc.$2.1B AUM | 0.03% | $524,500 | 1.8K | Q1 2026OLDER |
| Fort Sheridan Advisors LLC$828M AUM | 0.02% | $205,404 | 696 | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $234,916 | 796 | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.02% | $963,567 | 3.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 10.3K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.02% | $998,058 | 3.3K | Q3 2025OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.02% | $446,812 | 1.5K | Q1 2026OLDER |
| BBR PARTNERS, LLC$1.8B AUM | 0.02% | $405,200 | 1.4K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.02% | $1M | 4.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.02% | $2M | 8.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $371M | 1.20M | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $303,817 | 1.0K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.02% | $414,348 | 1.4K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $206,584 | 700 | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.02% | $263,247 | 892 | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 0.02% | $420,546 | 1.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 6.0K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 8.1K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.02% | $712,328 | 2.1K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $70M | 235.8K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 8.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $522,953 | 1.8K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.02% | $192,732 | 569 | Q2 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $563,679 | 1.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.02% | $512,389 | 1.7K | Q4 2025OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $203,928 | 691 | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.02% | $320,665 | 1.1K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.02% | $547,371 | 1.6K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $1M | 5.0K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 10.1K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.02% | $737,840 | 2.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.02% | $5M | 17.4K | Q1 2026OLDER |
| DT Investment Partners, LLC$1.2B AUM | 0.02% | $183,270 | 621 | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.01% | $5M | 17.9K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $335,306 | 1.1K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $63,451 | 215 | Q1 2026OLDER |
| West Branch Capital LLC$373M AUM | 0.01% | $52,827 | 179 | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.01% | $410,217 | 1.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $8M | 25.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $28M | 98.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $11M | 37.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $68M | 230.0K | Q2 2026 |
| Cadence Bank$1.7B AUM | 0.01% | $216,328 | 700 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $11M | 38.2K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $627,347 | 1.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $228,867 | 770 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $360,682 | 1.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $68,296 | 221 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $164M | 555.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.01% | $221M | 748.8K | Q1 2026OLDER |
| 1ST SOURCE BANK$1.9B AUM | 0.01% | $224,881 | 762 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $7M | 22.5K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $18,002 | 61 | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $824,677 | 2.8K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $813,941 | 2.8K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.01% | $48,036 | 163 | Q1 2026OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.01% | $102,702 | 348 | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.01% | $2M | 7.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $24M | 79.9K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.01% | $2M | 7.2K | Q3 2025OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $15,051 | 51 | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $825,156 | 2.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.01% | $12M | 40.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 9.6K | Q2 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $265,766 | 879 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $889,427 | 3.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 24.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $154,803 | 512 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 9.0K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.01% | $963,555 | 3.3K | Q1 2026OLDER |
| Wall Street Financial Group, Inc.$169M AUM | 0.01% | $16,232 | 55 | Q1 2026OLDER |
| Mill Creek Capital Advisors, LLC$4.9B AUM | 0.01% | $452,419 | 1.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $692,355 | 2.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $32M | 108.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $354,144 | 1.2K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $703,945 | 2.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $507,606 | 1.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $268,740 | 793 | Q2 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $2M | 5.1K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $2M | 6.4K | Q3 2025OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $229,408 | 722 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 40.2K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.01% | $249,081 | 844 | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $936,121 | 3.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $5M | 15.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $436,187 | 1.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $411,989 | 1.4K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $448,355 | 1.5K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 4.5K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $20,586 | 61 | Q2 2026 |
| Creative Planning$147.4B AUM | 0.01% | $9M | 30.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $259,135 | 878 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $4M | 15.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $280,627 | 908 | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $318,730 | 1.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $408,306 | 1.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $938,435 | 3.2K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $46,629 | 158 | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $631,852 | 2.1K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.01% | $36,300 | 123 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $484,018 | 1.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $13M | 43.9K | Q1 2026OLDER |
| Callan Family Office, LLC$4.4B AUM | 0.00% | $206,584 | 700 | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.00% | $10,512 | 36 | Q1 2026OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.00% | $292,043 | 945 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $829,626 | 2.8K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2M | 5.3K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $200,682 | 680 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $335,847 | 1.1K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $379,147 | 1.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $34M | 116.1K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $771,193 | 2.6K | Q1 2026OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $42,339 | 137 | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 7.5K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $210,147 | 680 | Q4 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $21,839 | 74 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $146,380 | 496 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $344,573 | 1.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $16M | 54.7K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $431,761 | 1.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 6.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $321,603 | 1.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $255,279 | 865 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 6.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $544,496 | 1.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $236,877 | 803 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $262,391 | 889 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $32,758 | 111 | Q1 2026OLDER |
| MATRIX PRIVATE CAPITAL GROUP LLC$207M AUM | 0.00% | $5,017 | 17 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $439,822 | 1.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 5.4K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $10,035 | 34 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $332,554 | 1.1K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $46,117 | 156 | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $427,924 | 1.4K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $57,152 | 194 | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.00% | $3,629 | 12 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $24,805 | 80 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 30.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $57,253 | 194 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3M | 9.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $200,755 | 650 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $10M | 33.7K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $2M | 5.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20M | 70.9K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.00% | $6,047 | 20 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $5,945 | 20 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $849,393 | 2.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $206,879 | 701 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $10,128 | 34 | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $10,500 | 31 | Q2 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $270,330 | 916 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $42,792 | 145 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $5,902 | 20 | Q1 2026OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.00% | $3,013 | 10 | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $28,741 | 93 | Q4 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $29,512 | 100 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $30,988 | 105 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $283,081 | 916 | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $2,952 | 10 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $204,102 | 691 | Q1 2026OLDER |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $208,060 | 705 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $351,193 | 1.2K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $40,615 | 125 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $169,804 | 572 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $228,718 | 775 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $243,179 | 824 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $5,350 | 18 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $24M | 78.7K | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $10,622 | 36 | Q1 2026OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $309,040 | 1.0K | Q4 2025OLDER |
| Friedenthal Financial$199M AUM | 0.00% | $598 | 2 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $12,362 | 40 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $202,747 | 687 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 5.9K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $312 | 1 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $212,310 | 687 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $19,478 | 66 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $230,489 | 781 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $24,495 | 83 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $29,500 | 100 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $230,693 | 763 | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $103,292 | 350 | Q1 2026OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $8,768 | 29 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $637,755 | 2.2K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $2,951 | 10 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $7,684 | 26 | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $5 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.