VANGUARD SCOTTSDALE FDS
CUSIP 92206C847
Vanguard Scottsdale Fds has 430 institutional holders in Filings Flow’s 13F database, together reporting 114.39M shares worth $6.3B as of Q1 2026. The largest reported holders are Empower Advisory Group, LLC, Morgan Stanley, and Voya Investment Management LLC.
Institutional Holders
430
Q1 2026
Reported Value
$6.3B
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 |
|---|---|---|---|---|
| Rainwater Charitable Foundation$194M AUM | 25.34% | $49M | 886.5K | Q1 2026OLDER |
| Ironwood Wealth Management, LLC.$349M AUM | 12.85% | $45M | 809.5K | Q1 2026OLDER |
| WLTH Capital Management, LLC$156M AUM | 10.95% | $17M | 309.7K | Q2 2026 |
| TIFF ADVISORY SERVICES, LLC$444M AUM | 9.35% | $41M | 749.1K | Q1 2026OLDER |
| NEPC LLC$5.0B AUM | 9.26% | $465M | 8.40M | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 8.68% | $41M | 752.0K | Q2 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 5.74% | $269M | 4.87M | Q1 2026OLDER |
| Aurelius Family Office LLC$230M AUM | 5.26% | $12M | 218.5K | Q1 2026OLDER |
| Nan Shan Life Insurance Co., Ltd.$2.8B AUM | 5.26% | $171M | 3.06M | Q4 2025OLDER |
| American National Bank of Texas$105M AUM | 5.16% | $5M | 97.7K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 5.05% | $16M | 292.9K | Q1 2026OLDER |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 5.04% | $18M | 318.4K | Q1 2026OLDER |
| KITCHING PARTNERS, LLC$109M AUM | 4.10% | $4M | 80.6K | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 4.02% | $5M | 90.6K | Q1 2026OLDER |
| S. R. Schill & Associates$148M AUM | 3.92% | $6M | 104.8K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 3.73% | $22M | 393.8K | Q1 2026OLDER |
| Westshore Wealth, LLC$285M AUM | 3.51% | $10M | 180.5K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 3.45% | $72M | 1.31M | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 3.22% | $7M | 122.9K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 3.22% | $8M | 139.5K | Q1 2026OLDER |
| Gladwyn Financial Advisors, Inc.$160M AUM | 3.20% | $5M | 92.6K | Q2 2026 |
| INSIGHT 2811, INC.$239M AUM | 3.13% | $7M | 135.2K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 3.01% | $22M | 393.8K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 2.87% | $22M | 402.8K | Q1 2026OLDER |
| LeConte Wealth Management, LLC$155M AUM | 2.63% | $4M | 73.4K | Q1 2026OLDER |
| Compass Advisory Group LLC$374M AUM | 2.61% | $10M | 176.2K | Q1 2026OLDER |
| Forthright Family Wealth Advisory LLC$149M AUM | 2.58% | $4M | 64.8K | Q1 2026OLDER |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.3B AUM | 2.38% | $149M | 2.69M | Q2 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 2.29% | $8M | 144.8K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 2.23% | $860M | 15.54M | Q1 2026OLDER |
| Tandem Financial, LLC$314M AUM | 2.13% | $7M | 120.7K | Q1 2026OLDER |
| AmeriServ Wealth Advisors$157M AUM | 2.11% | $3M | 59.8K | Q1 2026OLDER |
| Rinkey Investments$391M AUM | 2.06% | $8M | 145.7K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 2.00% | $24M | 438.7K | Q1 2026OLDER |
| Peak Asset Management, LLC$567M AUM | 1.96% | $11M | 206.1K | Q4 2025OLDER |
| Gleason Group, Inc.$1.0B AUM | 1.95% | $20M | 355.7K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 1.95% | $2M | 32.1K | Q1 2026OLDER |
| Graetz Wealth LLC$112M AUM | 1.80% | $2M | 36.4K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.79% | $4M | 74.3K | Q2 2026 |
| WFA of San Diego, LLC$125M AUM | 1.68% | $2M | 37.8K | Q1 2026OLDER |
| Aureum Wealth Management, LLC$144M AUM | 1.65% | $2M | 31.9K | Q4 2025OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 1.64% | $20M | 360.5K | Q4 2025OLDER |
| Towneley Capital Management, Inc / DE$478M AUM | 1.62% | $8M | 140.0K | Q1 2026OLDER |
| SVRN Asset Management, LLC$103M AUM | 1.60% | $2M | 29.8K | Q1 2026OLDER |
| Quadratic Capital Management LLC$383M AUM | 1.53% | $6M | 105.8K | Q1 2026OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 1.41% | $11M | 191.4K | Q4 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 1.38% | $6M | 106.1K | Q1 2026OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 1.34% | $2M | 34.6K | Q1 2026OLDER |
| Compass Wealth Management, LLC/GA$234M AUM | 1.31% | $3M | 57.2K | Q4 2025OLDER |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$2.7B AUM | 1.30% | $35M | 640.0K | Q1 2026OLDER |
| Ackerman Capital Advisors, LLC$488M AUM | 1.27% | $6M | 112.4K | Q1 2026OLDER |
| Checchi Capital Advisers, LLC$2.0B AUM | 1.24% | $25M | 444.8K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 1.24% | $4M | 64.3K | Q1 2026OLDER |
| Brindle & Bay Financial Advisors, LLC$163M AUM | 1.22% | $2M | 35.9K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 1.21% | $8M | 139.4K | Q1 2026OLDER |
| Act Two Investors LLC$453M AUM | 1.19% | $5M | 97.8K | Q1 2026OLDER |
| Transcendent Capital Group LLC$219M AUM | 1.14% | $3M | 45.3K | Q1 2026OLDER |
| Titan Investment Management LLC$113M AUM | 1.08% | $1M | 22.1K | Q1 2026OLDER |
| Warwick Investment Management, Inc.$690M AUM | 1.08% | $7M | 134.5K | Q1 2026OLDER |
| Lord & Richards Wealth Management, LLC$114M AUM | 1.04% | $1M | 21.4K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 1.04% | $6M | 109.2K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.99% | $2M | 33.0K | Q1 2026OLDER |
| SMART Wealth LLC$341M AUM | 0.93% | $3M | 57.4K | Q1 2026OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.92% | $3M | 61.4K | Q2 2026 |
| Flatrock Wealth Partners LLC$208M AUM | 0.88% | $2M | 32.8K | Q1 2026OLDER |
| Axiom Financial Strategies, LLC$284M AUM | 0.88% | $2M | 45.1K | Q1 2026OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.86% | $16M | 274.9K | Q3 2025OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.82% | $18M | 322.6K | Q1 2026OLDER |
| One Wealth Map LLC$213M AUM | 0.79% | $2M | 30.8K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.77% | $10M | 188.3K | Q1 2026OLDER |
| QUATTRO FINANCIAL ADVISORS LLC$331M AUM | 0.71% | $2M | 42.3K | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.70% | $50M | 896.2K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.66% | $57M | 1.04M | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.66% | $1M | 22.1K | Q1 2026OLDER |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.66% | $4M | 61.8K | Q3 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.66% | $11M | 191.3K | Q1 2026OLDER |
| Mittelman Wealth Management$160M AUM | 0.64% | $1M | 18.6K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.63% | $905,492 | 16.4K | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.60% | $57M | 1.02M | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.58% | $33M | 604.8K | Q1 2026OLDER |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.58% | $5M | 95.1K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.58% | $5M | 83.5K | Q1 2026OLDER |
| Orcam Financial Group$141M AUM | 0.56% | $789,510 | 14.3K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.54% | $4M | 73.6K | Q1 2026OLDER |
| AXS Investments LLC$290M AUM | 0.53% | $2M | 27.4K | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.51% | $36M | 650.6K | Q1 2026OLDER |
| Clarion Wealth Managment Partners, LLC$110M AUM | 0.50% | $549,996 | 9.9K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.49% | $3M | 58.2K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.49% | $471M | 8.52M | Q1 2026OLDER |
| True North Advisors, LLC$877M AUM | 0.48% | $4M | 76.4K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.48% | $9M | 154.6K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.47% | $1M | 24.8K | Q1 2026OLDER |
| FIRST FINANCIAL BANKSHARES INC$5.0B AUM | 0.47% | $23M | 420.5K | Q1 2026OLDER |
| Thrive Capital Management, LLC$456M AUM | 0.47% | $2M | 38.5K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.45% | $3M | 48.7K | Q1 2026OLDER |
| Harvest Portfolios Group Inc.$6.1B AUM | 0.45% | $27M | 493.3K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.44% | $2M | 28.5K | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.42% | $643,116 | 11.6K | Q1 2026OLDER |
| CVS HEALTH Corp$212M AUM | 0.42% | $889,278 | 16.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.41% | $2M | 26.9K | Q4 2025OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.41% | $969,155 | 17.5K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.40% | $3M | 54.9K | Q1 2026OLDER |
| Shade Tree Advisors LLC$140M AUM | 0.39% | $547,184 | 9.9K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.39% | $4M | 78.8K | Q2 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 0.38% | $2M | 35.0K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.37% | $3M | 59.0K | Q4 2025OLDER |
| Marion Wealth Management$451M AUM | 0.36% | $2M | 29.4K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 0.36% | $661,397 | 11.9K | Q4 2025OLDER |
| Legacy Wealth Asset Management, LLC$456M AUM | 0.35% | $2M | 29.1K | Q2 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/$576M AUM | 0.35% | $2M | 36.6K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.35% | $1M | 19.4K | Q1 2026OLDER |
| BANK OF HAWAII$1.9B AUM | 0.34% | $6M | 116.0K | Q1 2026OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.33% | $439,076 | 7.9K | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 0.33% | $3M | 46.8K | Q4 2025OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.33% | $740,555 | 13.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.32% | $22M | 395.3K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.31% | $725,191 | 13.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.29% | $15M | 268.4K | Q4 2025OLDER |
| Nicholas Wealth, LLC.$145M AUM | 0.29% | $424,557 | 7.7K | Q1 2026OLDER |
| Ranch Capital Advisors Inc.$277M AUM | 0.29% | $803,309 | 14.5K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.29% | $4M | 69.8K | Q1 2026OLDER |
| High Probability Advisors, LLC$781M AUM | 0.29% | $2M | 38.4K | Q4 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.28% | $3M | 45.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.28% | $4M | 73.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.28% | $1M | 24.1K | Q1 2026OLDER |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.27% | $1M | 18.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.27% | $67M | 1.20M | Q4 2025OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.26% | $11M | 204.1K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.25% | $8M | 147.5K | Q2 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.24% | $8M | 141.1K | Q1 2026OLDER |
| FIRST NATIONAL TRUST CO$2.9B AUM | 0.24% | $7M | 126.4K | Q1 2026OLDER |
| Hirtle & Co., LLC$2.9B AUM | 0.23% | $7M | 123.0K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.23% | $8M | 143.3K | Q2 2026 |
| EJMK Ventures LLC$179M AUM | 0.22% | $390,696 | 7.1K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.22% | $530,965 | 9.6K | Q1 2026OLDER |
| WJ Financial Advisors LLC$124M AUM | 0.21% | $266,091 | 4.8K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.21% | $13M | 239.9K | Q1 2026OLDER |
| Kensington Asset Management, LLC$1.8B AUM | 0.21% | $4M | 69.9K | Q1 2026OLDER |
| TME FINANCIAL, INC.$144M AUM | 0.21% | $300,923 | 5.4K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.20% | $6M | 115.4K | Q4 2025OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.19% | $343,350 | 6.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.18% | $209,076 | 3.8K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.18% | $633,815 | 11.4K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.18% | $10M | 180.2K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 0.17% | $248,251 | 4.4K | Q3 2025OLDER |
| Atlanta Consulting Group Advisors, LLC$465M AUM | 0.17% | $769,158 | 13.9K | Q1 2026OLDER |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.16% | $3M | 45.3K | Q1 2026OLDER |
| Nolet Wealth Management, LLC$176M AUM | 0.16% | $281,868 | 5.1K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.15% | $744,512 | 13.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.15% | $8M | 148.0K | Q4 2025OLDER |
| Whalen Wealth Management Inc.$187M AUM | 0.13% | $229,146 | 4.0K | Q3 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.13% | $2M | 27.0K | Q3 2025OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.13% | $923,326 | 16.7K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.13% | $270,132 | 4.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.13% | $11M | 203.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.12% | $67M | 1.21M | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.12% | $86M | 1.55M | Q1 2026OLDER |
| Talon Private Wealth, LLC$753M AUM | 0.12% | $910,612 | 16.5K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.12% | $431,050 | 7.8K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.12% | $396,187 | 7.2K | Q1 2026OLDER |
| One Day In July LLC$1.2B AUM | 0.12% | $1M | 26.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.11% | $2M | 36.5K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.11% | $14M | 250.9K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.11% | $280,141 | 5.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.11% | $4M | 76.0K | Q1 2026OLDER |
| Nikulski Financial, Inc.$405M AUM | 0.11% | $460,629 | 8.3K | Q4 2025OLDER |
| Independence Bank of Kentucky$789M AUM | 0.11% | $851,858 | 15.4K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.11% | $12M | 224.3K | Q1 2026OLDER |
| ALEXANDER LABRUNERIE & CO., INC.$267M AUM | 0.11% | $281,480 | 5.1K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.10% | $272,499 | 4.8K | Q3 2025OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.10% | $254,950 | 4.5K | Q3 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.10% | $4M | 66.6K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.10% | $400,880 | 7.2K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.09% | $310,382 | 5.6K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.09% | $203,786 | 3.6K | Q3 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.09% | $834,550 | 15.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.09% | $1M | 19.4K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.09% | $44M | 802.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.09% | $383M | 6.92M | Q1 2026OLDER |
| J. R. Prunier Capital Management LLC$235M AUM | 0.09% | $208,565 | 3.8K | Q2 2026 |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 124.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.09% | $7M | 127.3K | Q1 2026OLDER |
| Wick Capital Partners, LLC$548M AUM | 0.08% | $464,942 | 9.3K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.08% | $7M | 128.5K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.08% | $3M | 55.4K | Q1 2026OLDER |
| TRUEFG, LLC$377M AUM | 0.08% | $311,759 | 5.6K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.08% | $337,776 | 6.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.08% | $58M | 1.05M | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 91.0K | Q1 2026OLDER |
| ALTFEST L J & CO INC$935M AUM | 0.08% | $716,961 | 13.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.08% | $8M | 138.2K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.07% | $14M | 247.7K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.07% | $18M | 329.6K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.07% | $312,202 | 5.6K | Q1 2026OLDER |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.07% | $1M | 25.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 52.7K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $581,394 | 10.5K | Q1 2026OLDER |
| Auour Investments LLC$318M AUM | 0.07% | $212,895 | 3.8K | Q1 2026OLDER |
| ARKANSAS FINANCIAL GROUP, INC.$717M AUM | 0.07% | $476,634 | 8.6K | Q1 2026OLDER |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.4B AUM | 0.07% | $887,673 | 16.0K | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.06% | $1M | 21.0K | Q1 2026OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.06% | $142,578 | 2.6K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.06% | $216,776 | 3.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.06% | $7M | 118.1K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.06% | $200,939 | 3.6K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.06% | $12M | 215.3K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.06% | $436,989 | 7.9K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.06% | $5M | 98.2K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.06% | $520,377 | 9.4K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.06% | $85,982 | 1.6K | Q2 2026 |
| SANDERS MORRIS HARRIS LLC$172M AUM | 0.06% | $381,950 | 6.9K | Q1 2026OLDER |
| American Investment Services, Inc.$448M AUM | 0.06% | $251,151 | 4.4K | Q3 2025OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.06% | $544,405 | 9.8K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.06% | $3M | 59.3K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.06% | $160,914 | 2.8K | Q3 2025OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 0.06% | $376,248 | 6.8K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.06% | $208,687 | 3.7K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.06% | $6M | 105.5K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.06% | $4M | 77.7K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.06% | $384,143 | 6.9K | Q1 2026OLDER |
| Atlas Legacy Advisors, LLC$550M AUM | 0.06% | $311,317 | 5.6K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.06% | $26M | 465.8K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.06% | $447,324 | 8.1K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.05% | $268,919 | 4.8K | Q4 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.05% | $550,453 | 9.8K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.05% | $15M | 264.3K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 0.05% | $357,842 | 6.5K | Q2 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.05% | $175,254 | 3.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.05% | $28M | 505.6K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.05% | $344,003 | 6.0K | Q3 2025OLDER |
| Estate Counselors, LLC$1.1B AUM | 0.05% | $516,739 | 9.3K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $512,463 | 9.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.05% | $4M | 80.4K | Q4 2025OLDER |
| WNY Asset Management, LLC$967M AUM | 0.05% | $441,729 | 8.0K | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.05% | $382,575 | 6.9K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.05% | $205,403 | 3.7K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.05% | $15M | 264.3K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.05% | $157,593 | 2.8K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.05% | $157,593 | 2.8K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.04% | $132M | 2.38M | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 33.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.04% | $39M | 695.6K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.04% | $741,334 | 13.4K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $2M | 28.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $153M | 2.77M | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.04% | $423,500 | 7.7K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.04% | $1M | 25.2K | Q2 2026 |
| SkyOak Wealth, LLC$546M AUM | 0.04% | $213,726 | 3.9K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $810,008 | 14.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $19M | 334.3K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.04% | $357,317 | 6.5K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 0.04% | $407,619 | 7.3K | Q4 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.04% | $50,096 | 905 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.04% | $608M | 10.89M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $391,858 | 7.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 33.1K | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.03% | $10M | 174.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $127M | 2.29M | Q1 2026OLDER |
| Narwhal Capital Management$1.4B AUM | 0.03% | $455,826 | 8.2K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.03% | $563,831 | 10.2K | Q1 2026OLDER |
| Jordan Park Group LLC$1.9B AUM | 0.03% | $614,551 | 11.1K | Q1 2026OLDER |
| Montecito Bank & Trust$607M AUM | 0.03% | $206,572 | 3.6K | Q3 2025OLDER |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.03% | $1M | 22.7K | Q1 2026OLDER |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC$15.7B AUM | 0.03% | $5M | 95.0K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $522,085 | 9.4K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.03% | $985,570 | 17.9K | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.03% | $19M | 346.7K | Q1 2026OLDER |
| Fund Evaluation Group, LLC$3.3B AUM | 0.03% | $876,546 | 15.8K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.03% | $113,367 | 2.0K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.03% | $75,206 | 1.4K | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.03% | $12M | 219.1K | Q1 2026OLDER |
| Legacy Advisors, LLC$848M AUM | 0.02% | $211,960 | 3.8K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $15M | 274.2K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $404,360 | 7.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $4M | 66.5K | Q2 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 35.6K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.02% | $49,097 | 863 | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.02% | $52,366 | 946 | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $1M | 22.4K | Q4 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.02% | $3M | 59.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $291M | 5.26M | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 0.02% | $262,106 | 4.7K | Q1 2026OLDER |
| W.G. Shaheen & Associates DBA Whitney & Co$1.2B AUM | 0.02% | $231,193 | 4.1K | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $34M | 605.4K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.02% | $5M | 85.0K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.02% | $37,752 | 682 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.02% | $23M | 406.8K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $353,068 | 6.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 73.3K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.02% | $46M | 832.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 37.2K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $119,014 | 2.1K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.02% | $3M | 62.8K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.02% | $4M | 70.4K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $385,346 | 7.0K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.02% | $2M | 27.4K | Q1 2026OLDER |
| KLCM Advisors, Inc.$1.2B AUM | 0.02% | $219,427 | 4.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $508,692 | 9.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 20.5K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $703,894 | 12.7K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $219,593 | 4.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $16M | 288.1K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $698,189 | 12.6K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $209,238 | 3.7K | Q3 2025OLDER |
| Wedmont Private Capital$3.1B AUM | 0.02% | $502,402 | 9.1K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $350,204 | 6.3K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 40.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $190,552 | 3.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $453,511 | 8.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $45M | 804.1K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.01% | $22,320 | 400 | Q4 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.01% | $60,855 | 1.1K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $109,104 | 2.0K | Q1 2026OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 0.01% | $19,977 | 358 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $138,388 | 2.5K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $238,732 | 4.3K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $218,904 | 3.9K | Q4 2025OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $39,618 | 710 | Q4 2025OLDER |
| Annex Advisory Services, LLC$5.3B AUM | 0.01% | $638,552 | 11.5K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.01% | $248,830 | 4.4K | Q3 2025OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $204,736 | 3.7K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $334,953 | 6.1K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $2M | 27.8K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.01% | $57,403 | 1.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 72.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $524,647 | 9.2K | Q3 2025OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.01% | $410,845 | 7.4K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 123.5K | Q1 2026OLDER |
| Edgestream Partners, L.P.$3.0B AUM | 0.01% | $329,945 | 5.9K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $62M | 1.12M | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.01% | $16,219 | 293 | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $15,001 | 271 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $235,702 | 4.3K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.01% | $94,270 | 1.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $48M | 867.1K | Q1 2026OLDER |
| Sellwood Investment Partners LLC$254M AUM | 0.01% | $22,355 | 404 | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.01% | $434,663 | 7.8K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.01% | $26,059 | 467 | Q4 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $508,241 | 9.2K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $36,922 | 667 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $44M | 791.5K | Q2 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.01% | $5M | 89.1K | Q3 2025OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $11,459 | 207 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $272,411 | 4.9K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $292,559 | 5.2K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.01% | $22,585 | 408 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $5M | 94.5K | Q1 2026OLDER |
| MAIRS & POWER INC$9.8B AUM | 0.01% | $713,018 | 12.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.01% | $56,739 | 1.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $106,835 | 1.9K | Q1 2026OLDER |
| Crews Bank & Trust$690M AUM | 0.01% | $48,159 | 870 | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $41,516 | 750 | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $16,628 | 298 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $322,055 | 5.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $261,742 | 4.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 84.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 109.8K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.01% | $130,085 | 2.4K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.01% | $30,722 | 555 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $229,416 | 4.2K | Q2 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $164,719 | 3.0K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.01% | $29,484 | 533 | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.01% | $7,051 | 124 | Q3 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.01% | $13M | 225.9K | Q4 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $227,003 | 4.0K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $74,231 | 1.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 27.1K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $77,212 | 1.4K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $156,844 | 2.8K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $27M | 486.5K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $74,781 | 1.4K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $33,367 | 611 | Q1 2026OLDER |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $6,034 | 109 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $39M | 699.2K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $19,979 | 361 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $17,492 | 316 | Q1 2026OLDER |
| Deane Retirement Strategies, Inc.$236M AUM | 0.00% | $10,905 | 197 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $788,859 | 14.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 20.0K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $242,605 | 4.4K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 79.6K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.00% | $6,975 | 126 | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.00% | $215,718 | 3.9K | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.00% | $120,507 | 2.2K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $351,801 | 6.4K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $82,479 | 1.5K | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $11M | 203.0K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.00% | $13,151 | 231 | Q3 2025OLDER |
| THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM | 0.00% | $29,462 | 528 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $917,188 | 16.6K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $302,294 | 5.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $247,775 | 4.5K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.00% | $10,462 | 184 | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $50,321 | 885 | Q3 2025OLDER |
| Security National Bank$687M AUM | 0.00% | $22,142 | 400 | Q1 2026OLDER |
| Rakuten Investment Management, Inc.$49.2B AUM | 0.00% | $2M | 26.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $367,087 | 6.6K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $7,916 | 143 | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $3,930 | 71 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $208,919 | 3.7K | Q4 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $7,805 | 141 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $24M | 427.9K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $47,384 | 856 | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.00% | $2,824 | 51 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $38M | 684.8K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $13,617 | 246 | Q1 2026OLDER |
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.00% | $24,052 | 423 | Q3 2025OLDER |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $11,348 | 205 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $30,335 | 548 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $327,616 | 5.8K | Q3 2025OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $31,137 | 558 | Q4 2025OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $11,292 | 204 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $352,723 | 6.4K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $4,761 | 86 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 73.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $15M | 269.0K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $22,917 | 414 | Q1 2026OLDER |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.00% | $7,071 | 126 | Q3 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.00% | $21,644 | 391 | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $4,096 | 74 | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.00% | $1,706 | 30 | Q3 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $205,633 | 3.7K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 59.2K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $4,374 | 79 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $298,252 | 5.4K | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $32,272 | 583 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $33,933 | 613 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $70,522 | 1.3K | Q2 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $410,951 | 7.4K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $334,953 | 6.1K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $50,813 | 918 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $5,425 | 98 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $139,495 | 2.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $211,604 | 3.8K | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $2,900 | 51 | Q3 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $460,332 | 8.3K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $245,027 | 4.4K | Q4 2025OLDER |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $574,740 | 10.3K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 20.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $56,019 | 1.0K | Q1 2026OLDER |
| Olistico Wealth, LLC$203M AUM | 0.00% | $1,495 | 27 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 62.0K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $3,653 | 66 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $595,809 | 10.8K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $553,424 | 9.9K | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $19,651 | 355 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $7,750 | 140 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $1,772 | 32 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 27.1K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $1,643 | 29 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 54.0K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.00% | $1,116 | 20 | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $6,477 | 117 | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.00% | $1,172 | 21 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1M | 20.4K | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $158,039 | 2.9K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $18,987 | 343 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,096 | 74 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $6,588 | 119 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $33,592 | 602 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $72,682 | 1.3K | Q1 2026OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $493 | 9 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $11,182 | 202 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $225,627 | 4.1K | Q1 2026OLDER |
| Rossmore Private Capital$1.1B AUM | 0.00% | $3,127 | 55 | Q3 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $24,462 | 450 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $5,896 | 107 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $18,323 | 331 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,571 | 64 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $2,270 | 41 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,162 | 21 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $4,503 | 81 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $8,027 | 145 | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $3,322 | 60 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $37,016 | 651 | Q3 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $664 | 12 | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $830 | 15 | Q1 2026OLDER |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.00% | $259 | 5 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $335 | 6 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $229,672 | 4.1K | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $2,657 | 48 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $38,811 | 701 | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $997 | 18 | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $446 | 8 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $397 | 0 | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $327,749 | 5.9K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $16,675 | 304 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $23,913 | 432 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $42,665 | 771 | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $319 | 5 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $76,500 | 1.4K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $2,957 | 52 | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $554 | 10 | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.00% | $56 | 1 | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $898,161 | 16.1K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $605,307 | 10.9K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $8,857 | 160 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $4,520 | 81 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $141,847 | 2.6K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $18 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.