BDJBLACKROCK ENHANCED EQUITY DI
CUSIP 09251A104 · Yahoo Finance ↗ · Google Finance ↗
Blackrock Enhanced Equity Di (BDJ) has 214 institutional holders in Filings Flow’s 13F database, together reporting 30.66M shares worth $259M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
214
Q1 2026
Reported Value
$259M
Ticker
BDJ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Boothe Investment Group, Inc.$311M AUM | 1.55% | $5M | 558.1K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 1.54% | $3M | 381.3K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 1.33% | $7M | 837.7K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.63% | $2M | 210.5K | Q1 2026OLDER |
| Sheets Smith Investment Management$154M AUM | 0.47% | $723,571 | 79.4K | Q3 2025OLDER |
| David J Yvars Group$212M AUM | 0.44% | $931,467 | 97.4K | Q2 2026 |
| Concorde Asset Management, LLC$204M AUM | 0.26% | $536,293 | 62.2K | Q2 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.26% | $1M | 148.7K | Q3 2025OLDER |
| Investment Partners Asset Management, Inc.$162M AUM | 0.25% | $408,260 | 47.4K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.24% | $1M | 106.0K | Q2 2026 |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.23% | $1M | 129.0K | Q2 2026 |
| OMC Financial Services LTD$258M AUM | 0.22% | $573,920 | 66.6K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.21% | $369,647 | 42.9K | Q1 2026OLDER |
| Palogic Value Management, L.P.$237M AUM | 0.21% | $491,340 | 57.0K | Q1 2026OLDER |
| WealthTrust Axiom LLC$406M AUM | 0.21% | $837,913 | 97.2K | Q1 2026OLDER |
| Harbour Wealth Management Group, Inc.$133M AUM | 0.18% | $236,722 | 27.5K | Q1 2026OLDER |
| Strong Retirement Solutions LLC$143M AUM | 0.16% | $228,421 | 26.5K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.16% | $20M | 2.33M | Q1 2026OLDER |
| MGB Wealth Management, LLC$350M AUM | 0.15% | $539,118 | 56.9K | Q4 2025OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.15% | $447,892 | 52.0K | Q1 2026OLDER |
| Oder Investment Management, LLC$130M AUM | 0.15% | $190,226 | 22.1K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.13% | $694,182 | 73.2K | Q4 2025OLDER |
| SAXON INTERESTS, INC.$290M AUM | 0.13% | $373,779 | 39.4K | Q4 2025OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.13% | $266,668 | 30.9K | Q1 2026OLDER |
| CORRADO ADVISORS, LLC$192M AUM | 0.13% | $243,990 | 28.3K | Q1 2026OLDER |
| Brick & Kyle, Associates$303M AUM | 0.12% | $377,023 | 43.7K | Q2 2026 |
| Widmann Financial Services, Inc.$168M AUM | 0.12% | $196,447 | 22.8K | Q1 2026OLDER |
| Peak Planning Group, LLC$228M AUM | 0.11% | $244,404 | 28.3K | Q2 2026 |
| Mezzasalma Advisors, LLC$391M AUM | 0.10% | $394,644 | 45.8K | Q1 2026OLDER |
| VISTA INVESTMENT PARTNERS II, LLC$223M AUM | 0.09% | $204,273 | 23.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.09% | $1M | 144.5K | Q1 2026OLDER |
| Cove Private Wealth, LLC$440M AUM | 0.09% | $389,943 | 45.2K | Q1 2026OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.09% | $130,093 | 15.1K | Q1 2026OLDER |
| Western Financial Corp/CA$255M AUM | 0.08% | $211,335 | 24.5K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.08% | $230,574 | 26.7K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.08% | $187,270 | 0 | Q1 2026OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.08% | $185,962 | 20.4K | Q3 2025OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.07% | $237,000 | 25.0K | Q4 2025OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.07% | $131,455 | 15.3K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.06% | $185,442 | 21.5K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.06% | $2M | 218.0K | Q2 2026 |
| WEALTH EFFECTS LLC$282M AUM | 0.06% | $156,970 | 18.2K | Q1 2026OLDER |
| EAGLE WEALTH STRATEGIES LLC$262M AUM | 0.06% | $144,411 | 15.1K | Q2 2026 |
| Heritage Wealth Management, Inc./Texas$234M AUM | 0.05% | $119,053 | 13.8K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.05% | $138,480 | 16.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $972,629 | 112.8K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.04% | $161,522 | 18.7K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.04% | $182,218 | 21.1K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.04% | $354,176 | 41.1K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.04% | $3M | 295.9K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $360,488 | 37.7K | Q2 2026 |
| Sterling Financial Planning, Inc.$337M AUM | 0.04% | $119,223 | 13.8K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.03% | $228,075 | 26.5K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $119,671 | 13.9K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.03% | $51,720 | 6.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $630,412 | 73.0K | Q1 2026OLDER |
| Pekin Hardy Strauss, Inc.$957M AUM | 0.03% | $317,658 | 36.9K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.03% | $101,048 | 11.1K | Q3 2025OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.03% | $114,000 | 13.2K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $286,744 | 33.3K | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.03% | $62,314 | 7.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.03% | $89,588 | 10.4K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.03% | $38,977 | 4.5K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.03% | $172,400 | 20.0K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.03% | $160,101 | 18.6K | Q1 2026OLDER |
| Westbourne Investment Advisors, Inc.$343M AUM | 0.03% | $97,406 | 11.3K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $515,105 | 59.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $394,184 | 45.0K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.03% | $395,331 | 45.9K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.03% | $31,092 | 3.6K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $231,749 | 24.2K | Q2 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.03% | $114,760 | 12.1K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $315,349 | 36.6K | Q1 2026OLDER |
| Iowa State Bank$543M AUM | 0.02% | $126,680 | 14.7K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $988,750 | 114.7K | Q1 2026OLDER |
| K2 PRINCIPAL FUND, L.P.$1.4B AUM | 0.02% | $284,322 | 33.0K | Q1 2026OLDER |
| Johnson Bixby & Associates, LLC$806M AUM | 0.02% | $156,367 | 18.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 403.8K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $33,704 | 3.9K | Q1 2026OLDER |
| Allen Mooney & Barnes Investment Advisors LLC$695M AUM | 0.02% | $117,878 | 13.7K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.02% | $26,990 | 2.8K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $228,421 | 26.5K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.02% | $20,584 | 2.4K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.02% | $34,719 | 3.7K | Q4 2025OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $278,055 | 32.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.01% | $3M | 381.7K | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $482,795 | 56.0K | Q1 2026OLDER |
| Live Oak Private Wealth LLC$717M AUM | 0.01% | $90,726 | 10.5K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $1M | 144.5K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $427,850 | 49.6K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $21,789 | 2.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $36M | 4.15M | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.01% | $105,471 | 12.2K | Q1 2026OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $312,441 | 36.2K | Q1 2026OLDER |
| Indivisible Partners$1.1B AUM | 0.01% | $113,474 | 13.2K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $34,480 | 4.0K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $160,280 | 18.6K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.01% | $118,809 | 13.8K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.01% | $143,052 | 15.6K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.01% | $37,010 | 3.9K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $10M | 1.15M | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $229,979 | 26.7K | Q1 2026OLDER |
| SPIREPOINT PRIVATE CLIENT, LLC$1.1B AUM | 0.01% | $89,381 | 10.4K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $163,315 | 18.9K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 129.0K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.01% | $103,766 | 10.9K | Q4 2025OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.01% | $189,971 | 20.9K | Q3 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.01% | $104,585 | 12.1K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.01% | $112,031 | 11.7K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $757,543 | 86.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $590,462 | 68.5K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $151,712 | 17.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 510.3K | Q1 2026OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.01% | $163,814 | 19.0K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.01% | $310,320 | 36.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $468,376 | 54.3K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $198,660 | 22.0K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 131.1K | Q1 2026OLDER |
| Towne Trust Company, N.A$311M AUM | 0.01% | $16,843 | 2.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 424.1K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.00% | $150,596 | 17.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.00% | $102,315 | 10.8K | Q4 2025OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.00% | $162,151 | 18.8K | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $14,131 | 1.6K | Q3 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.00% | $86,496 | 10.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $259,496 | 30.1K | Q1 2026OLDER |
| Pallas Capital Advisors LLC$2.7B AUM | 0.00% | $122,602 | 13.5K | Q3 2025OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $19,528 | 2.3K | Q1 2026OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $10,914 | 1.2K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $522,588 | 60.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 131.3K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $22M | 2.51M | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 1.75M | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $11,801 | 1.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $137,912 | 16.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $719,307 | 83.4K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.00% | $88,252 | 10.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $62,635 | 7.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 116.2K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 276.2K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $560,300 | 65.0K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $15,680 | 1.8K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $45,307 | 5.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $168,899 | 19.6K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $23,938 | 2.8K | Q1 2026OLDER |
| Dakota Wealth Management$4.6B AUM | 0.00% | $160,483 | 17.6K | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $130,924 | 13.8K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.00% | $99,992 | 11.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.00% | $97,653 | 10.3K | Q4 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $29,152 | 3.2K | Q3 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.00% | $170,087 | 17.9K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $160,952 | 17.6K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $2M | 185.7K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.00% | $89,045 | 10.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $16M | 1.87M | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $183,235 | 21.3K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $4,590 | 500 | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.00% | $64,971 | 6.8K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $164,442 | 19.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $191,459 | 20.2K | Q4 2025OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $236,239 | 27.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $149,867 | 17.4K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $376,203 | 43.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 233.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $131,881 | 15.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 156.2K | Q3 2025OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.00% | $6,152 | 714 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $443,878 | 51.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $259,276 | 30.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $179,942 | 20.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 167.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $28,528 | 3.0K | Q2 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $557,930 | 64.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $32M | 3.42M | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 175.3K | Q4 2025OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $146,452 | 16.1K | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $100,354 | 11.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $87,329 | 10.1K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $10,932 | 1.2K | Q3 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $5,448 | 632 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $395,602 | 45.9K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $284,529 | 33.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $863,747 | 100.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $45,195 | 5.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 873.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $119,474 | 13.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $632,103 | 72.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $106,596 | 11.7K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $98,983 | 11.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $298,175 | 31.5K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $27,584 | 3.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 734.2K | Q1 2026OLDER |
| Banque Transatlantique SA$4.2B AUM | 0.00% | $37,100 | 4.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $584,022 | 67.8K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $14,836 | 1.6K | Q3 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $11,238 | 1.2K | Q3 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $12,413 | 1.4K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $15,585 | 1.6K | Q4 2025OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $132,208 | 13.9K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $14,214 | 1.5K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $63,917 | 7.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $18,590 | 2.2K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,586 | 300 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $12,637 | 1.5K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $137,730 | 16.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $428,577 | 49.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $312,087 | 36.2K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $86,519 | 10.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $300,635 | 34.9K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $315,199 | 36.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 258.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $176,132 | 20.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $160,958 | 18.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $346,818 | 40.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 572.9K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $94,820 | 11.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $292,603 | 33.9K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $9,228 | 1.0K | Q3 2025OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $17,240 | 2.0K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $195,709 | 20.6K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $57,350 | 6.7K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $178,671 | 20.7K | Q1 2026OLDER |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $4,017 | 466 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $256,454 | 29.8K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $2,595 | 301 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $6,267 | 727 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $7,810 | 906 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $105,466 | 12.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $4,310 | 500 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $152,496 | 17.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $304,780 | 35.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $343,878 | 39.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $539,060 | 62.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $138,922 | 16.1K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $16,378 | 1.9K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $155 | 18 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $480,479 | 55.7K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $103,742 | 12.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $218,094 | 25.3K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $5,178 | 601 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $159,617 | 18.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $120,680 | 14.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $397 | 46 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $584 | 65 | Q3 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $46 | 5 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $549 | 65 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $17 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.