VANGUARD SCOTTSDALE FDS
CUSIP 92206C813
Vanguard Scottsdale Fds has 349 institutional holders in Filings Flow’s 13F database, together reporting 117.86M shares worth $4.2B as of Q1 2026. The largest reported holders are Morgan Stanley, State Of Tennessee, Department Of Treasury, and Meiji Yasuda Life Insurance Co.
Institutional Holders
349
Q1 2026
Reported Value
$4.2B
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 |
|---|---|---|---|---|
| NYL Investors LLC$265M AUM | 18.15% | $48M | 643.0K | Q1 2026OLDER |
| Employees' Retirement Fund of the City of Fort Worth$230M AUM | 14.97% | $34M | 461.6K | Q1 2026OLDER |
| GLOBE LIFE INC.$381M AUM | 13.82% | $53M | 704.5K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 10.52% | $12M | 164.9K | Q1 2026OLDER |
| DOW CHEMICAL CO /DE/$239M AUM | 10.51% | $25M | 335.9K | Q1 2026OLDER |
| Davidson Capital Management Inc.$552M AUM | 9.56% | $53M | 706.0K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 7.64% | $21M | 278.0K | Q1 2026OLDER |
| Meiji Yasuda Life Insurance Co$2.9B AUM | 7.23% | $212M | 2.83M | Q1 2026OLDER |
| Allianz Investment Management U.S. LLC$2.7B AUM | 7.01% | $188M | 2.42M | Q3 2025OLDER |
| LeConte Wealth Management, LLC$155M AUM | 5.84% | $9M | 120.8K | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 5.78% | $9M | 126.6K | Q1 2026OLDER |
| Passumpsic Savings Bank$183M AUM | 5.56% | $10M | 134.0K | Q4 2025OLDER |
| Antonelli Financial Advisors, LLC$145M AUM | 5.07% | $7M | 98.1K | Q1 2026OLDER |
| Lighthouse Financial LLC$166M AUM | 4.92% | $8M | 109.1K | Q1 2026OLDER |
| Berkeley Capital Partners, LLC$431M AUM | 3.85% | $17M | 222.4K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 3.81% | $8M | 103.0K | Q1 2026OLDER |
| GDS Wealth Management$1.7B AUM | 3.75% | $62M | 834.2K | Q1 2026OLDER |
| Providence First Trust Co$284M AUM | 3.62% | $10M | 137.7K | Q1 2026OLDER |
| Angeles Investment Advisors, LLC$1.5B AUM | 3.58% | $53M | 712.4K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 3.56% | $8M | 101.7K | Q1 2026OLDER |
| FIDUCIENT ADVISORS LLC$765M AUM | 3.45% | $26M | 353.3K | Q1 2026OLDER |
| RFG HOLDINGS, INC.$397M AUM | 3.42% | $14M | 181.8K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 3.10% | $8M | 105.3K | Q1 2026OLDER |
| Sagace Wealth Management LLC$149M AUM | 3.08% | $5M | 61.4K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 3.02% | $27M | 361.7K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 2.91% | $3M | 35.2K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 2.81% | $6M | 72.5K | Q3 2025OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 2.80% | $10M | 135.5K | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 2.72% | $12M | 157.2K | Q1 2026OLDER |
| Northeast Financial Group, Inc.$404M AUM | 2.66% | $11M | 143.7K | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 2.65% | $140M | 1.87M | Q1 2026OLDER |
| Revisor Wealth Management LLC$362M AUM | 2.47% | $9M | 119.5K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 2.24% | $5M | 60.5K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$390M AUM | 2.09% | $8M | 108.3K | Q2 2026 |
| Bramshill Investments, LLC$1.2B AUM | 2.02% | $23M | 313.9K | Q1 2026OLDER |
| ALLIANZ SE$9.0B AUM | 2.00% | $181M | 2.42M | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 1.98% | $7M | 94.0K | Q1 2026OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 1.90% | $4M | 57.5K | Q1 2026OLDER |
| Silphium Asset Management Ltd$264M AUM | 1.84% | $6M | 80.0K | Q3 2025OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 1.75% | $16M | 208.2K | Q4 2025OLDER |
| UNITED SERVICES AUTOMOBILE ASSOCIATION$851M AUM | 1.55% | $13M | 176.8K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 1.52% | $4M | 48.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$6.6B AUM | 1.51% | $100M | 1.34M | Q1 2026OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 1.51% | $31M | 408.4K | Q1 2026OLDER |
| Meadowbrook Advisors Group, LLC$168M AUM | 1.51% | $3M | 34.0K | Q1 2026OLDER |
| San Luis Wealth Advisors LLC$604M AUM | 1.42% | $9M | 114.5K | Q1 2026OLDER |
| Marion Wealth Management$451M AUM | 1.41% | $6M | 85.4K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 1.34% | $2M | 22.2K | Q1 2026OLDER |
| FINANCIAL ADVISORY PARTNERS, LLC$354M AUM | 1.33% | $5M | 62.8K | Q1 2026OLDER |
| Farrell Financial LLC$167M AUM | 1.30% | $2M | 29.2K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 1.18% | $3M | 43.2K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.17% | $3M | 34.4K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 1.12% | $3M | 35.7K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 1.11% | $1M | 15.8K | Q4 2025OLDER |
| CASTLEARK MANAGEMENT LLC$3.0B AUM | 1.11% | $33M | 448.3K | Q1 2026OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 1.10% | $27M | 342.6K | Q3 2025OLDER |
| SYKON CAPITAL LLC$300M AUM | 1.08% | $3M | 44.4K | Q4 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 1.08% | $39M | 528.0K | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 0.95% | $1M | 18.8K | Q1 2026OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.90% | $11M | 141.4K | Q4 2025OLDER |
| PW ADVISORS, LLC \ FL$133M AUM | 0.88% | $1M | 14.5K | Q4 2025OLDER |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.79% | $236M | 3.15M | Q1 2026OLDER |
| Quantum Portfolio Management LLC$230M AUM | 0.76% | $2M | 23.4K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.73% | $2M | 26.9K | Q1 2026OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.72% | $2M | 21.0K | Q2 2026 |
| CPR Investments Inc.$150M AUM | 0.72% | $1M | 14.4K | Q1 2026OLDER |
| Varma Mutual Pension Insurance Co$17.0B AUM | 0.70% | $120M | 1.60M | Q1 2026OLDER |
| Mechanics Bank Trust Department$808M AUM | 0.70% | $6M | 75.5K | Q2 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.69% | $2M | 20.7K | Q3 2025OLDER |
| Grand Central Investment Group$135M AUM | 0.61% | $825,880 | 11.1K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 0.58% | $636,761 | 8.4K | Q4 2025OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.57% | $15M | 207.4K | Q1 2026OLDER |
| Equity Wealth Partners, LLC$155M AUM | 0.57% | $879,762 | 11.8K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.55% | $4M | 56.8K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.53% | $2M | 20.3K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 0.51% | $1M | 19.4K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.46% | $4M | 50.1K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.44% | $3M | 36.0K | Q4 2025OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.43% | $870,936 | 11.7K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.42% | $5M | 64.3K | Q1 2026OLDER |
| GP Brinson Investments LLC$245M AUM | 0.41% | $994,053 | 13.2K | Q2 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.40% | $25M | 335.0K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.39% | $3M | 46.0K | Q2 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.38% | $38M | 507.4K | Q1 2026OLDER |
| Capital Square, LLC$217M AUM | 0.36% | $702,599 | 9.3K | Q4 2025OLDER |
| J.E. Simmons & Co., P.C.$150M AUM | 0.36% | $532,978 | 7.1K | Q1 2026OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 0.33% | $9M | 120.0K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.32% | $937,107 | 12.5K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.31% | $1M | 13.5K | Q1 2026OLDER |
| Jacobs Equity LLC$112M AUM | 0.28% | $315,094 | 4.2K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.28% | $2M | 32.4K | Q1 2026OLDER |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 0.28% | $881,301 | 11.6K | Q4 2025OLDER |
| GK Wealth Management LLC$190M AUM | 0.27% | $517,371 | 6.9K | Q2 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.27% | $4M | 54.9K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.26% | $554,822 | 7.4K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.25% | $2M | 30.5K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.25% | $1M | 17.3K | Q3 2025OLDER |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.25% | $491,684 | 6.6K | Q1 2026OLDER |
| AMG National Trust Bank$4.6B AUM | 0.25% | $12M | 154.4K | Q1 2026OLDER |
| Dougherty & Associates, LLC$109M AUM | 0.25% | $270,322 | 3.6K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.24% | $44M | 594.4K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.23% | $975,931 | 13.1K | Q1 2026OLDER |
| THOMPSON DAVIS & CO., INC.$150M AUM | 0.23% | $379,250 | 5.0K | Q4 2025OLDER |
| Farnam Financial LLC$122M AUM | 0.23% | $301,537 | 4.0K | Q4 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.23% | $2M | 21.7K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.22% | $291,320 | 3.9K | Q1 2026OLDER |
| Summa Corp.$242M AUM | 0.22% | $523,040 | 7.0K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.22% | $1M | 19.5K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 0.21% | $4M | 56.2K | Q1 2026OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.21% | $257,177 | 3.3K | Q3 2025OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.21% | $7M | 100.0K | Q1 2026OLDER |
| Purpose Unlimited Inc.$2.4B AUM | 0.20% | $5M | 64.7K | Q1 2026OLDER |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM | 0.20% | $2M | 25.9K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.20% | $4M | 51.7K | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 0.20% | $623,315 | 8.3K | Q1 2026OLDER |
| Sterneck Capital Management, LLC$223M AUM | 0.20% | $438,980 | 5.9K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.19% | $357,544 | 4.8K | Q1 2026OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.19% | $234,247 | 3.1K | Q1 2026OLDER |
| Marks Wealth, LLC$380M AUM | 0.17% | $520,710 | 6.9K | Q4 2025OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.17% | $18M | 236.8K | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.17% | $14M | 186.2K | Q1 2026OLDER |
| Van Diest Capital, LLC$127M AUM | 0.16% | $209,585 | 2.8K | Q1 2026OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.16% | $1M | 19.5K | Q1 2026OLDER |
| Refined Wealth Management$158M AUM | 0.16% | $255,769 | 3.4K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.15% | $838,358 | 11.2K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.15% | $205,946 | 2.7K | Q4 2025OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.15% | $748,470 | 10.0K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.15% | $435,513 | 5.8K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.15% | $3M | 33.8K | Q3 2025OLDER |
| Madden Advisory Services, Inc.$254M AUM | 0.15% | $374,796 | 5.0K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.15% | $2M | 25.9K | Q1 2026OLDER |
| DENALI ADVISORS LLC$900M AUM | 0.14% | $1M | 16.4K | Q1 2026OLDER |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM | 0.14% | $7M | 89.9K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.14% | $255,169 | 3.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.13% | $11M | 146.4K | Q1 2026OLDER |
| LCNB CORP$297M AUM | 0.13% | $388,245 | 5.2K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.13% | $367,216 | 4.9K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.13% | $367,216 | 4.9K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.12% | $238,092 | 3.2K | Q1 2026OLDER |
| STABLEFORD CAPITAL II LLC$289M AUM | 0.12% | $328,469 | 4.4K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.12% | $2M | 32.8K | Q4 2025OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.12% | $593,909 | 7.8K | Q4 2025OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.11% | $1M | 15.2K | Q2 2026 |
| BARINGS LLC$6.2B AUM | 0.11% | $7M | 93.5K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.11% | $7M | 91.0K | Q1 2026OLDER |
| DEARBORN PARTNERS LLC$1.8B AUM | 0.10% | $2M | 25.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.10% | $13M | 173.9K | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.10% | $14M | 188.8K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.10% | $513,102 | 6.9K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.10% | $772,741 | 10.0K | Q3 2025OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.09% | $272,728 | 3.6K | Q1 2026OLDER |
| GUIDANCE CAPITAL, INC$446M AUM | 0.09% | $400,876 | 5.4K | Q1 2026OLDER |
| Argentarii, LLC$286M AUM | 0.09% | $249,341 | 3.3K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.09% | $6M | 81.5K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.08% | $320,372 | 4.3K | Q2 2026 |
| WESBANCO BANK INC$3.6B AUM | 0.08% | $3M | 39.6K | Q1 2026OLDER |
| Francis Financial, Inc.$539M AUM | 0.08% | $431,468 | 5.6K | Q3 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.08% | $3M | 37.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $838,881 | 11.2K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.07% | $622,724 | 8.3K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.07% | $735,117 | 9.8K | Q2 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.07% | $238,581 | 3.2K | Q1 2026OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.07% | $3M | 37.4K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.07% | $6M | 83.9K | Q1 2026OLDER |
| Prostatis Group LLC$391M AUM | 0.07% | $258,606 | 3.5K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.07% | $500,503 | 6.7K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.07% | $684,585 | 9.2K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.06% | $38M | 506.9K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.06% | $2M | 27.9K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.06% | $366,297 | 4.7K | Q3 2025OLDER |
| Dai-ichi Life Insurance Company, Ltd$3.5B AUM | 0.06% | $2M | 27.0K | Q1 2026OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.06% | $3M | 37.2K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.06% | $972,133 | 12.8K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $21M | 275.8K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.06% | $2M | 23.2K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.06% | $7M | 100.3K | Q1 2026OLDER |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.06% | $302,252 | 3.9K | Q3 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.06% | $2M | 28.2K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.05% | $112M | 1.50M | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.05% | $2M | 26.0K | Q1 2026OLDER |
| Summit Wealth Group, LLC$436M AUM | 0.05% | $229,241 | 3.1K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.05% | $635,819 | 8.5K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.05% | $691,548 | 9.2K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 58.3K | Q1 2026OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.05% | $490,203 | 6.4K | Q4 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.05% | $1M | 15.6K | Q2 2026 |
| Edgestream Partners, L.P.$3.0B AUM | 0.05% | $2M | 22.1K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.05% | $3M | 38.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.05% | $18M | 235.8K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.05% | $353,675 | 4.7K | Q2 2026 |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.05% | $12M | 163.7K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.04% | $2M | 25.8K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.04% | $579,500 | 7.7K | Q2 2026 |
| Marex Group Ltd$15.8B AUM | 0.04% | $6M | 80.0K | Q3 2025OLDER |
| Piscataqua Savings Bank$148M AUM | 0.04% | $64,715 | 860 | Q2 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.04% | $387,124 | 5.2K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.04% | $94M | 1.21M | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 39.5K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $351,334 | 4.7K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $235,361 | 3.0K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $965,388 | 12.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $450,935 | 6.0K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.03% | $410,960 | 5.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.03% | $552M | 7.28M | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $823,381 | 61.52M | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 24.6K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.03% | $51M | 681.6K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.03% | $1M | 13.7K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 108.4K | Q2 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.03% | $746,179 | 9.9K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.03% | $27M | 365.8K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.03% | $401,674 | 5.4K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.03% | $850,314 | 11.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $578,258 | 7.7K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.03% | $535,669 | 7.2K | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.03% | $83,462 | 1.1K | Q1 2026OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.03% | $14M | 174.1K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.03% | $39,228 | 525 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.03% | $180M | 2.41M | Q1 2026OLDER |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.03% | $388,170 | 5.2K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.03% | $1M | 14.3K | Q1 2026OLDER |
| 1832 Asset Management L.P.$108.8B AUM | 0.03% | $28M | 372.6K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $394,160 | 5.2K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $17M | 224.6K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.02% | $717,541 | 9.5K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $128M | 1.71M | Q2 2026 |
| Mosley Wealth Management$221M AUM | 0.02% | $51,212 | 660 | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.02% | $307,193 | 4.0K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.02% | $4M | 60.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 16.2K | Q4 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.02% | $171,258 | 2.3K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.02% | $77,789 | 1.0K | Q4 2025OLDER |
| NFSG Corp$608M AUM | 0.02% | $125,504 | 1.7K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $537,366 | 6.9K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $658,539 | 8.8K | Q2 2026 |
| Sigma Planning Corp$3.6B AUM | 0.02% | $679,784 | 9.1K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.02% | $274,274 | 3.6K | Q4 2025OLDER |
| Friedenthal Financial$217M AUM | 0.02% | $39,657 | 527 | Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $269,557 | 3.5K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $17M | 224.8K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $266,107 | 3.4K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $288,138 | 3.9K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.02% | $1M | 19.9K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.02% | $18M | 246.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $256,260 | 3.3K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 54.9K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.02% | $51M | 674.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $61M | 818.7K | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $214,093 | 2.8K | Q4 2025OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $223,114 | 3.0K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.02% | $36,688 | 491 | Q1 2026OLDER |
| KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM | 0.02% | $4M | 46.9K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $718,035 | 9.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $704,645 | 9.4K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.01% | $3M | 38.4K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.01% | $829,440 | 11.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $180M | 2.41M | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.01% | $18,810 | 19.9K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $593,185 | 7.9K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.01% | $366,725 | 4.9K | Q1 2026OLDER |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.01% | $339,808 | 4.5K | Q4 2025OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $16,737 | 224 | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $36,560 | 482 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.01% | $62,989 | 843 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $449,243 | 6.0K | Q2 2026 |
| Jessup Wealth Management, Inc$274M AUM | 0.01% | $35,664 | 470 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $38M | 508.8K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $318,314 | 4.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $163,186 | 2.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $172,771 | 2.2K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 107.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $64M | 852.6K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $208,042 | 2.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $32,801 | 439 | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $8M | 103.9K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $220,371 | 2.8K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $38M | 504.3K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $26,353 | 339 | Q3 2025OLDER |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.01% | $328,768 | 4.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $39M | 526.4K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.01% | $19,723 | 254 | Q3 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $118,720 | 1.6K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.01% | $325,472 | 4.3K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 15.6K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $453,532 | 6.0K | Q2 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $29,664 | 397 | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.01% | $24M | 324.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $212,533 | 2.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $49,091 | 657 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 49.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $211,856 | 2.8K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $258,830 | 3.6K | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $6 | 81 | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $228,058 | 2.9K | Q3 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $10,467 | 138 | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $249,469 | 3.3K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $13,880 | 183 | Q4 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.01% | $11,378 | 150 | Q4 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $717,943 | 9.6K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $687,200 | 9.2K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.01% | $4M | 59.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $311,807 | 4.2K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $296,786 | 4.0K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $226,327 | 3.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $42M | 555.9K | Q1 2026OLDER |
| Palouse Capital Management, Inc.$160M AUM | 0.01% | $8,153 | 105 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $156,314 | 2.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $63,587 | 851 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $608,370 | 8.1K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.00% | $11,866 | 159 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $67,248 | 900 | Q1 2026OLDER |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $612,261 | 8.2K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $20M | 268.2K | Q1 2026OLDER |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $109,000 | 1.5K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $506,602 | 6.8K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 23.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $8M | 110.5K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $488,594 | 6.5K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $332,530 | 4.5K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $561,073 | 7.5K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $550,495 | 7.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $663,473 | 8.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 40.6K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $874,805 | 11.3K | Q3 2025OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $19,876 | 266 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 30.9K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $299,960 | 4.0K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $229,241 | 3.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $214,745 | 2.9K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $250,163 | 3.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 23.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 35.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $307,773 | 4.1K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $26M | 348.2K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $4,035 | 54 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $742,784 | 9.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $223,820 | 3.0K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 40.4K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $10,909 | 146 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $560,792 | 7.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $204,996 | 2.6K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $251,120 | 3.2K | Q3 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $839,044 | 11.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $120,000 | 1.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 21.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $239,104 | 3.2K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 21.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $13M | 179.8K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $13,653 | 180 | Q4 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $3,731 | 50 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $377,465 | 5.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $18M | 238.6K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $56M | 751.9K | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $3M | 33.9K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 14.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $60,209 | 806 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $14,514 | 194 | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $4,504 | 58 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $15,118 | 202 | Q1 2026OLDER |
| Security National Bank$838M AUM | 0.00% | $11,378 | 150 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $121,803 | 1.6K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $3M | 39.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $253,301 | 3.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 27.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $210,925 | 2.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 29.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 93.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $34,029 | 455 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $247,772 | 3.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $11,026 | 142 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $18M | 241.5K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $296,422 | 3.9K | Q4 2025OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.00% | $6,426 | 86 | Q1 2026OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $351,184 | 4.7K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $3,587 | 48 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $444,781 | 5.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $1,719 | 23 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,110 | 55 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $43M | 570.9K | Q1 2026OLDER |
| WestEnd Advisors, LLC$4.1B AUM | 0.00% | $30,859 | 413 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $5M | 61.9K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $1,731 | 23 | Q2 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $4,659 | 60 | Q3 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $5,305 | 71 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 19.5K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $1,494 | 20 | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $240,001 | 3.2K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $2,540 | 34 | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $11,121 | 150 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $7,771 | 104 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $3,868 | 51 | Q4 2025OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $5,306 | 71 | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $9,102 | 120 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $54,713 | 732 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $6,650 | 89 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $3,793 | 50 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $14,869 | 199 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $440,923 | 5.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $7,846 | 105 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $21,934 | 294 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $8,817 | 118 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $2,276 | 30 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $338,930 | 4.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $13,123 | 169 | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $23,606 | 304 | Q3 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $72,834 | 960 | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,868 | 25 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,002 | 26 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $5,230 | 70 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $213,027 | 2.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $60,528 | 798 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $14,179 | 190 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $221,993 | 3.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $349,672 | 4.6K | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $129,564 | 1.7K | Q2 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $77,897 | 1.0K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $745 | 10 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $248,818 | 3.3K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $296 | 3 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $25,248 | 338 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $301 | 4 | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,839 | 38 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $59,707 | 799 | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $897 | 12 | Q1 2026OLDER |
| BNP PARIBAS$3.1B AUM | 0.00% | $75 | 1 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1,270 | 17 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $75 | 1 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $823 | 11 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.