WELLS FARGO & CO
CUSIP 949746804
Wells Fargo & Co has 264 institutional holders in Filings Flow’s 13F database, together reporting 13.57M shares worth $2.4B as of Q1 2026. The largest reported holders are Voya Investment Management LLC, Blackrock, Inc., and First Trust Advisors LP.
Institutional Holders
264
Q1 2026
Reported Value
$2.4B
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 |
|---|---|---|---|---|
| PIER 88 INVESTMENT PARTNERS LLC$402M AUM | 3.90% | $16M | 13.6K | Q1 2026OLDER |
| AEGON USA Investment Management, LLC$128M AUM | 2.59% | $3M | 2.9K | Q1 2026OLDER |
| RB Capital Management, LLC$471M AUM | 2.02% | $10M | 8.2K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 1.98% | $19M | 16.4K | Q1 2026OLDER |
| NEW ENGLAND ASSET MANAGEMENT INC$786M AUM | 1.95% | $15M | 13.3K | Q1 2026OLDER |
| Phraction Management LLC$483M AUM | 1.54% | $7M | 6.4K | Q1 2026OLDER |
| Hudson Capital Management LLC$387M AUM | 1.49% | $6M | 5.0K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 1.47% | $21M | 18.4K | Q1 2026OLDER |
| Galvin, Gaustad & Stein, LLC$1.2B AUM | 1.20% | $15M | 13.0K | Q1 2026OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 1.14% | $6M | 5.1K | Q1 2026OLDER |
| McHugh Group, LLC$169M AUM | 1.08% | $2M | 1.6K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 0.99% | $1M | 885 | Q1 2026OLDER |
| Seven Springs Wealth Group, LLC$432M AUM | 0.89% | $4M | 3.3K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.87% | $985,191 | 853 | Q1 2026OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 0.86% | $971,355 | 841 | Q1 2026OLDER |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.78% | $5M | 4.0K | Q1 2026OLDER |
| LAFFER TENGLER INVESTMENTS, INC.$677M AUM | 0.75% | $5M | 4.4K | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.68% | $657M | 568.5K | Q1 2026OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.63% | $17M | 14.8K | Q1 2026OLDER |
| JRM Investment Counsel, LLC$375M AUM | 0.57% | $2M | 1.9K | Q1 2026OLDER |
| INCOME RESEARCH & MANAGEMENT$169M AUM | 0.55% | $929,191 | 803 | Q1 2026OLDER |
| Seelaus Asset Management LLC$142M AUM | 0.55% | $779,818 | 674 | Q2 2026 |
| ICON ADVISERS INC/CO$433M AUM | 0.50% | $2M | 1.9K | Q4 2025OLDER |
| WITTENBERG INVESTMENT MANAGEMENT, INC.$269M AUM | 0.50% | $1M | 1.2K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.48% | $832,114 | 720 | Q1 2026OLDER |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.47% | $17M | 148.2K | Q1 2026OLDER |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.43% | $13M | 11.1K | Q1 2026OLDER |
| SHRIER WEALTH MANAGEMENT, LLC$296M AUM | 0.36% | $1M | 932 | Q2 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC$197M AUM | 0.35% | $687,225 | 595 | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.34% | $423,885 | 367 | Q1 2026OLDER |
| Bowman & Co S.C.$237M AUM | 0.30% | $702,331 | 579 | Q4 2025OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.29% | $9M | 7.6K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.29% | $9M | 7.5K | Q1 2026OLDER |
| NORRIS PERNE & FRENCH LLP/MI$1.5B AUM | 0.27% | $4M | 3.5K | Q1 2026OLDER |
| KELLY LAWRENCE W & ASSOCIATES INC/CA$360M AUM | 0.27% | $977,791 | 845 | Q1 2026OLDER |
| Edgemoor Investment Advisors, Inc.$1.3B AUM | 0.27% | $3M | 2.9K | Q1 2026OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.26% | $1M | 1.0K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.25% | $308,385 | 267 | Q1 2026OLDER |
| SJBENEN ADVISORY, LLC$120M AUM | 0.25% | $264,216 | 468 | Q4 2025OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.23% | $1M | 884 | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.21% | $293,370 | 254 | Q1 2026OLDER |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$349M AUM | 0.21% | $744,975 | 645 | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.21% | $3M | 2.6K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.19% | $2M | 1.3K | Q1 2026OLDER |
| BOS Asset Management, LLC$392M AUM | 0.19% | $759,990 | 658 | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.19% | $367,818 | 298 | Q3 2025OLDER |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC.$629M AUM | 0.19% | $1M | 1.0K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.19% | $626,504 | 542 | Q1 2026OLDER |
| Aull & Monroe Investment Management Corp$215M AUM | 0.18% | $389,235 | 337 | Q1 2026OLDER |
| Crew Capital Management, Ltd$151M AUM | 0.18% | $271,425 | 235 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.17% | $4M | 3.8K | Q1 2026OLDER |
| CRAWFORD INVESTMENT COUNSEL INC$5.9B AUM | 0.17% | $10M | 8.5K | Q1 2026OLDER |
| Pathway Financial Advisers, LLC$354M AUM | 0.17% | $583,700 | 505 | Q1 2026OLDER |
| Venator Management LLC$416M AUM | 0.15% | $635,250 | 550 | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.14% | $1M | 949 | Q1 2026OLDER |
| FOUNDERS CAPITAL MANAGEMENT, LLC$608M AUM | 0.14% | $855,855 | 741 | Q1 2026OLDER |
| SEARLE & CO.$398M AUM | 0.14% | $541,695 | 469 | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.13% | $183M | 158.6K | Q1 2026OLDER |
| EWA, LLC$548M AUM | 0.13% | $695,357 | 601 | Q2 2026 |
| Westshore Wealth, LLC$285M AUM | 0.12% | $353,430 | 306 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.12% | $11M | 9.4K | Q1 2026OLDER |
| First County Bank /CT/$213M AUM | 0.12% | $260,313 | 225 | Q2 2026 |
| Diesslin Group, Inc.$259M AUM | 0.10% | $232,085 | 201 | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.09% | $679,616 | 588 | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.09% | $1M | 1.1K | Q2 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.09% | $905,931 | 783 | Q2 2026 |
| BEARING POINT CAPITAL, LLC$638M AUM | 0.09% | $575,190 | 498 | Q1 2026OLDER |
| CHESAPEAKE ASSET MANAGEMENT LLC$126M AUM | 0.09% | $103,020 | 85 | Q4 2025OLDER |
| SUMMITRY LLC$2.8B AUM | 0.08% | $2M | 2.1K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.08% | $219,450 | 190 | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.08% | $2M | 1.5K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.08% | $354,042 | 306 | Q2 2026 |
| Black Swift Group, LLC$571M AUM | 0.07% | $427,350 | 370 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.07% | $54M | 46.9K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.07% | $1M | 1.1K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.07% | $476,316 | 393 | Q4 2025OLDER |
| Allianz Asset Management GmbH$95.4B AUM | 0.07% | $62M | 53.9K | Q1 2026OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.06% | $324,215 | 280 | Q2 2026 |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.06% | $3M | 2.3K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.06% | $1M | 922 | Q1 2026OLDER |
| Bowie Capital Management, LLC$2.7B AUM | 0.06% | $2M | 1.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.06% | $838,392 | 724 | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.06% | $67M | 57.5K | Q1 2026OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.06% | $741,485 | 642 | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.05% | $228,344 | 185 | Q3 2025OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.05% | $495,495 | 429 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.05% | $79M | 68.5K | Q1 2026OLDER |
| First Eagle Investment Management, LLC$59.0B AUM | 0.05% | $30M | 25.7K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.05% | $1M | 951 | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.05% | $7M | 6.39M | Q1 2026OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.05% | $317,625 | 275 | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.05% | $3M | 2.3K | Q1 2026OLDER |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.04% | $521,788 | 440 | Q2 2026 |
| Thrive Wealth Management, LLC$787M AUM | 0.04% | $345,943 | 299 | Q2 2026 |
| CAMDEN ASSET MANAGEMENT L P /CA$2.9B AUM | 0.04% | $1M | 1.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.04% | $2M | 1.5K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.04% | $115,500 | 100 | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $635,557 | 550 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 3.4K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.04% | $918,225 | 795 | Q1 2026OLDER |
| Cannell & Spears LLC$5.1B AUM | 0.04% | $2M | 1.6K | Q1 2026OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.04% | $76,372 | 66 | Q1 2026OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.04% | $412,335 | 357 | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 0.03% | $213,675 | 185 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.03% | $29M | 25.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $8M | 6.7K | Q1 2026OLDER |
| F/m Investments LLC$1.5B AUM | 0.03% | $414,792 | 362 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.03% | $1M | 1.1K | Q1 2026OLDER |
| Hamilton Point Investment Advisors, LLC$649M AUM | 0.02% | $155,925 | 135 | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.02% | $9M | 7.4K | Q1 2026OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.02% | $46,280 | 40 | Q2 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.02% | $659,505 | 571 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $252,142 | 218 | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.02% | $306,075 | 265 | Q1 2026OLDER |
| PROSPERITY BANCSHARES INC$125M AUM | 0.02% | $27,720 | 24 | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 1.2K | Q2 2026 |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.02% | $362,670 | 314 | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $336,978 | 291 | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.02% | $993,300 | 860 | Q1 2026OLDER |
| UNION SAVINGS BANK$228M AUM | 0.02% | $36,960 | 32 | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $288,750 | 250 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.01% | $53M | 46.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $246,858 | 200 | Q3 2025OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.01% | $289,250 | 250 | Q2 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $628,931 | 521 | Q1 2026OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.01% | $512,820 | 444 | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $288,750 | 250 | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $1M | 914 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $105,105 | 91 | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $296,978 | 257 | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $7M | 5.8K | Q1 2026OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.01% | $15,015 | 13 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.01% | $8M | 6.3K | Q4 2025OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 2.1K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $11M | 9.3K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.01% | $98,175 | 85 | Q1 2026OLDER |
| Obermeyer Wealth Partners$2.2B AUM | 0.01% | $203,658 | 165 | Q3 2025OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $225,225 | 195 | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $548,625 | 475 | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.01% | $2M | 2.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $53M | 45.9K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.01% | $41M | 35.9K | Q1 2026OLDER |
| OBERWEIS ASSET MANAGEMENT INC/$3.4B AUM | 0.01% | $259,875 | 225 | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 1.2K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 1.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 1.2K | Q1 2026OLDER |
| Valeo Financial Advisors, LLC$4.7B AUM | 0.01% | $282,975 | 245 | Q1 2026OLDER |
| AGF MANAGEMENT LTD$22.3B AUM | 0.01% | $2M | 1.3K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.01% | $25,452 | 21 | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $14,693 | 13 | Q2 2026 |
| GGM Financial LLC$217M AUM | 0.01% | $13,860 | 12 | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $284,820 | 235 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.01% | $6M | 4.90M | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.01% | $339M | 293.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 3.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $49,272 | 40 | Q3 2025OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.01% | $42,735 | 37 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $4M | 3.8K | Q1 2026OLDER |
| ABOUND FINANCIAL, LLC$229M AUM | 0.01% | $11,550 | 10 | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $204,892 | 166 | Q3 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $396,165 | 343 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $475,839 | 412 | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $51,975 | 45 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 1.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $262,063 | 227 | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $217,073 | 188 | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $367,290 | 318 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $169,785 | 147 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $2M | 1.9K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $22M | 19.0K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $69,429 | 60 | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $331,756 | 287 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $842,339 | 729 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $57M | 46.9K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 1.0K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $46,200 | 40 | Q1 2026OLDER |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $306,075 | 265 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $136,290 | 118 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $48,030 | 93 | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $9M | 7.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 1.8K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.00% | $6,060 | 5 | Q4 2025OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $38,115 | 33 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 8.2K | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $28,925 | 25 | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $222,862 | 193 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $2M | 1.7K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $16,170 | 14 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $50M | 42.8K | Q1 2026OLDER |
| OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM | 0.00% | $210,888 | 174 | Q4 2025OLDER |
| Catherine Avery Investment Management LLC$223M AUM | 0.00% | $5,775 | 5 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 1.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $33,936 | 28 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 8.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $33M | 28.9K | Q1 2026OLDER |
| Kimelman & Baird, LLC$1.2B AUM | 0.00% | $28,875 | 25 | Q1 2026OLDER |
| LOGAN CAPITAL MANAGEMENT INC$2.3B AUM | 0.00% | $54,362 | 44 | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 1.4K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $3M | 2.6K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $58M | 50.3K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $302,610 | 262 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $9,264 | 8 | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $404,250 | 350 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $28,875 | 25 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 1.1K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $406,560 | 352 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $13,033 | 11 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $23,100 | 20 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $628,429 | 544 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 1.6K | Q1 2026OLDER |
| Aristotle Capital Management, LLC$47.8B AUM | 0.00% | $750,750 | 650 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $10M | 8.9K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $237,930 | 206 | Q1 2026OLDER |
| SCHRODER INVESTMENT MANAGEMENT GROUP$122.0B AUM | 0.00% | $2M | 1.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $358,238 | 296 | Q4 2025OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $8,085 | 7 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6M | 5.0K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $3,465 | 3 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $950,565 | 823 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $1M | 1.3K | Q1 2026OLDER |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $311,850 | 270 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $1M | 905 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $244,860 | 212 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $28,925 | 25 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 4.6K | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $12,963 | 11 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 3.0K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $173,250 | 150 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $55,543 | 45 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $43,890 | 38 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $515,326 | 446 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $455,917 | 395 | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.00% | $6,930 | 6 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $776,232 | 672 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $22,379 | 19 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $140,910 | 122 | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $66,990 | 58 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $11,550 | 10 | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $3,465 | 3 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $370,755 | 321 | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $5,775 | 5 | Q1 2026OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.00% | $3,465 | 3 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 3.4K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $85,630 | 74 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 3.6K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $9,696 | 8 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $31,185 | 27 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $107,415 | 93 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $681,720 | 598 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $209,323 | 181 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $443,520 | 384 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $6,930 | 6 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $1M | 975 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $3,636 | 3 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,550 | 10 | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $18,480 | 16 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,775 | 5 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $251,790 | 218 | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $2,310 | 2 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $547,470 | 474 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,310 | 2 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $37,056 | 32 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,424 | 2 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $210,514 | 182 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $13,860 | 12 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $346,500 | 300 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $19,635 | 17 | Q2 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,314 | 2 | Q2 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $12,342 | 10 | Q3 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $11,550 | 10 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $850,080 | 736 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $424,596 | 344 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,424 | 2 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $26,565 | 23 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $20,790 | 18 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $23,452 | 19 | Q3 2025OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $3 | 241 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.