BSCRINVESCO EXCH TRD SLF IDX FD
CUSIP 46138J783 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSCR) has 398 institutional holders in Filings Flow’s 13F database, together reporting 196.67M shares worth $3.8B as of Q1 2026. The largest reported holders are Lido Advisors, LLC, Morgan Stanley, and Ubs Group AG.
Institutional Holders
398
Q1 2026
Reported Value
$3.8B
Ticker
BSCR
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Summit Investment Advisory Services, LLC$269M AUM | 7.15% | $8M | 428.7K | Q2 2025OLDER |
| SUMMIT INVESTMENT ADVISORS, INC.$121M AUM | 7.01% | $9M | 432.2K | Q2 2025OLDER |
| Ledgewood Wealth Advisors, LLC$188M AUM | 6.05% | $11M | 547.4K | Q1 2026 |
| Genesis Wealth Advisors, LLC$150M AUM | 4.88% | $7M | 372.3K | Q1 2026 |
| TLWM$615M AUM | 4.65% | $26M | 1.32M | Q1 2026 |
| Farnam Financial LLC$122M AUM | 4.62% | $6M | 286.2K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 4.28% | $1.4B | 70.69M | Q1 2026 |
| Red Spruce Capital, LLC$287M AUM | 4.21% | $10M | 522.2K | Q1 2026 |
| Goepper Burkhardt LLC$299M AUM | 4.20% | $13M | 640.9K | Q1 2026 |
| Meriwether Wealth & Planning, LLC$202M AUM | 4.09% | $7M | 380.7K | Q1 2026 |
| NorthAvenue LLC$126M AUM | 3.95% | $5M | 253.1K | Q1 2026 |
| Sound Stewardship, LLC$218M AUM | 3.88% | $8M | 431.9K | Q1 2026 |
| Infinity Wealth Counsel, LLC$124M AUM | 3.31% | $4M | 183.4K | Q1 2026 |
| SNS Financial Group, LLC$1.2B AUM | 3.24% | $38M | 1.91M | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 3.23% | $16M | 796.0K | Q1 2026 |
| Coastline Complete Wealth LLC$161M AUM | 3.23% | $5M | 265.2K | Q1 2026 |
| Ark Wealth Advisors LLC$101M AUM | 3.13% | $3M | 160.8K | Q1 2026 |
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 2.95% | $11M | 550.8K | Q1 2026 |
| Straight Path Wealth Management$374M AUM | 2.84% | $11M | 541.8K | Q1 2026 |
| KIRR MARBACH & CO LLC /IN/$549M AUM | 2.76% | $15M | 772.6K | Q1 2026 |
| Horizons Wealth Management$152M AUM | 2.54% | $4M | 197.2K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 2.51% | $52M | 2.65M | Q1 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 2.38% | $6M | 288.1K | Q1 2026 |
| Legacy Financial Group LLC$795M AUM | 2.29% | $18M | 926.5K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 2.26% | $3M | 131.0K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 2.19% | $23M | 1.19M | Q1 2026 |
| Carroll Advisory Group, LLC$258M AUM | 2.14% | $6M | 281.2K | Q1 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 2.12% | $10M | 512.1K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 2.10% | $6M | 316.1K | Q1 2026 |
| Livet Wealth, LLC$157M AUM | 2.09% | $3M | 167.6K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 2.09% | $27M | 1.37M | Q1 2026 |
| Carmel Capital Partners, LLC$277M AUM | 2.08% | $6M | 301.2K | Q2 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 2.01% | $24M | 1.23M | Q1 2026 |
| FCA CORP /TX$354M AUM | 1.93% | $7M | 349.0K | Q1 2026 |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 1.93% | $3M | 157.9K | Q1 2026 |
| Wagner Wealth Management, Corp$111M AUM | 1.86% | $2M | 105.4K | Q1 2026 |
| Ironwood Financial, llc$573M AUM | 1.77% | $10M | 516.5K | Q1 2026 |
| Opulen Financial Group LLC$142M AUM | 1.70% | $2M | 123.3K | Q1 2026 |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 1.62% | $20M | 1.01M | Q4 2025OLDER |
| Oder Investment Management, LLC$130M AUM | 1.61% | $2M | 106.9K | Q1 2026 |
| Lantz Financial LLC$546M AUM | 1.60% | $8M | 394.2K | Q1 2026 |
| BCS Wealth Management$490M AUM | 1.57% | $8M | 390.8K | Q1 2026 |
| SEMITAM BONAM LLC$122M AUM | 1.55% | $2M | 96.9K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 1.52% | $7M | 343.6K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 1.48% | $11M | 536.2K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 1.48% | $10M | 518.4K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 1.41% | $4M | 185.2K | Q2 2025OLDER |
| Tenon Financial LLC$255M AUM | 1.38% | $4M | 178.9K | Q1 2026 |
| EVEXIA WEALTH LLC$364M AUM | 1.29% | $5M | 237.7K | Q1 2026 |
| MORTON COMMUNITY BANK$460M AUM | 1.26% | $6M | 296.0K | Q1 2026 |
| Paradiem, LLC$454M AUM | 1.23% | $6M | 283.8K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 1.23% | $43M | 2.20M | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 1.16% | $17M | 842.0K | Q1 2026 |
| Gambit Capital Management, LLC$145M AUM | 1.14% | $2M | 84.6K | Q1 2026 |
| ArborFi Advisors, LLC$122M AUM | 1.12% | $1M | 69.7K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 1.09% | $2M | 85.1K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 1.08% | $2M | 91.3K | Q1 2026 |
| Opus Financial Solutions LLC$106M AUM | 1.05% | $1M | 56.8K | Q1 2026 |
| S.E.E.D. Planning Group LLC$344M AUM | 1.03% | $4M | 180.9K | Q1 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS$191M AUM | 1.03% | $2M | 99.7K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 1.01% | $4M | 187.9K | Q1 2026 |
| Newport Capital Group, LLC$164M AUM | 0.99% | $2M | 82.4K | Q1 2026 |
| Ruggiero Investments, Inc.$103M AUM | 0.97% | $1M | 51.4K | Q1 2026 |
| SFE Investment Counsel$635M AUM | 0.96% | $6M | 311.2K | Q1 2026 |
| Sidoxia Capital Management, LLC$116M AUM | 0.93% | $1M | 55.0K | Q1 2026 |
| TFR Capital, LLC.$326M AUM | 0.92% | $3M | 152.1K | Q1 2026 |
| Old Port Advisors$434M AUM | 0.91% | $4M | 202.0K | Q1 2026 |
| Marietta Wealth Management, LLC$841M AUM | 0.88% | $7M | 378.6K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.83% | $17M | 850.4K | Q1 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.82% | $9M | 478.6K | Q1 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.77% | $6M | 299.1K | Q1 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.76% | $1M | 72.6K | Q1 2026 |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.74% | $2M | 90.6K | Q3 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 0.73% | $2M | 112.6K | Q1 2026 |
| CVFG LLC$804M AUM | 0.72% | $6M | 296.3K | Q1 2026 |
| Financially in Tune, LLC$116M AUM | 0.68% | $787,335 | 40.1K | Q1 2026 |
| HANOVER ADVISORS INC$246M AUM | 0.67% | $2M | 84.4K | Q1 2026 |
| Gryphon Financial Partners LLC$976M AUM | 0.67% | $7M | 331.3K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.66% | $3M | 152.8K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.65% | $5M | 244.0K | Q1 2026 |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.64% | $990,936 | 50.5K | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.63% | $8M | 416.1K | Q1 2026 |
| Ellevest, Inc.$719M AUM | 0.63% | $5M | 232.5K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.63% | $3M | 154.9K | Q1 2026 |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.62% | $1M | 76.4K | Q1 2026 |
| Souders Financial Advisors$876M AUM | 0.62% | $5M | 276.7K | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.60% | $6M | 311.0K | Q1 2026 |
| DAVIS R M INC$5.6B AUM | 0.60% | $34M | 1.73M | Q1 2026 |
| JM2 Capital Inc.$121M AUM | 0.59% | $710,022 | 36.2K | Q1 2026 |
| Coordinated Financial Services, Inc.$174M AUM | 0.58% | $1M | 51.5K | Q1 2026 |
| Legacy Private Trust Co.$1.6B AUM | 0.57% | $9M | 475.1K | Q1 2026 |
| CRA Financial Services, LLC$770M AUM | 0.57% | $4M | 224.0K | Q1 2026 |
| Kessler Investment Group, LLC$234M AUM | 0.56% | $1M | 59.8K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.55% | $3M | 164.5K | Q3 2025OLDER |
| NewCorp Financial Services, Inc.$115M AUM | 0.50% | $573,597 | 29.2K | Q1 2026 |
| ProVise Management Group, LLC$1.4B AUM | 0.48% | $7M | 343.1K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.48% | $3M | 136.5K | Q1 2026 |
| Redmond Asset Management, LLC$366M AUM | 0.48% | $2M | 88.9K | Q1 2026 |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.47% | $11M | 564.9K | Q1 2026 |
| EVERPAR ADVISORS LLC$352M AUM | 0.46% | $1M | 68.6K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.45% | $23M | 1.19M | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.44% | $5M | 239.1K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.44% | $764,963 | 39.0K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.44% | $3M | 138.4K | Q1 2026 |
| Towne Trust Company, N.A$311M AUM | 0.41% | $1M | 65.6K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.41% | $2M | 79.9K | Q1 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH$411M AUM | 0.41% | $2M | 85.6K | Q1 2026 |
| Ballew Advisors, Inc$194M AUM | 0.40% | $706,724 | 35.9K | Q1 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC$380M AUM | 0.39% | $1M | 76.1K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.38% | $5M | 275.1K | Q1 2026 |
| True Vision MN LLC$194M AUM | 0.37% | $721,670 | 36.8K | Q1 2026 |
| Tempo Wealth, LLC$573M AUM | 0.37% | $2M | 108.6K | Q1 2026 |
| YANKCOM Partnership$243M AUM | 0.35% | $841,375 | 42.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.34% | $30M | 1.51M | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.34% | $60M | 3.06M | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.34% | $955,948 | 48.7K | Q1 2026 |
| Western Financial Corp/CA$255M AUM | 0.33% | $830,709 | 42.3K | Q1 2026 |
| Seek First Inc.$142M AUM | 0.32% | $458,182 | 23.3K | Q1 2026 |
| Tassel Capital Management, Inc.$184M AUM | 0.32% | $592,504 | 30.2K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.30% | $1M | 65.9K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.30% | $857,733 | 43.7K | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.29% | $4M | 212.6K | Q1 2026 |
| NOVARE CAPITAL MANAGEMENT LLC$1.3B AUM | 0.29% | $4M | 186.1K | Q1 2026 |
| Decker Wealth Management LLC$456M AUM | 0.29% | $1M | 66.1K | Q1 2026 |
| Financial Life Planners$130M AUM | 0.28% | $364,290 | 18.6K | Q1 2026 |
| Rothschild Wealth LLC$1.1B AUM | 0.28% | $3M | 157.3K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.28% | $517,982 | 26.4K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.25% | $1M | 61.7K | Q1 2026 |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.25% | $1M | 59.3K | Q1 2026 |
| Oliver Luxxe Assets LLC$680M AUM | 0.25% | $2M | 83.9K | Q1 2026 |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.25% | $364,202 | 18.5K | Q1 2026 |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.24% | $3M | 164.6K | Q1 2026 |
| Strathmore Capital Advisors, Inc.$354M AUM | 0.24% | $835,944 | 42.6K | Q1 2026 |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.23% | $993,300 | 50.6K | Q1 2026 |
| Net Worth Advisory Group$482M AUM | 0.23% | $1M | 55.5K | Q1 2026 |
| Wealth Quarterback LLC$254M AUM | 0.22% | $558,662 | 28.5K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.22% | $4M | 198.6K | Q1 2026 |
| Comprehensive Financial Consultants Institutional, Inc.$337M AUM | 0.21% | $719,040 | 36.6K | Q1 2026 |
| ASL Financial, LLC$125M AUM | 0.21% | $265,723 | 13.5K | Q1 2026 |
| Brown Financial Advisory$202M AUM | 0.21% | $422,900 | 21.5K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.21% | $2M | 86.9K | Q1 2026 |
| Schwallier Wealth Management LLC$137M AUM | 0.20% | $277,266 | 14.2K | Q2 2025OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.20% | $5M | 236.3K | Q1 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.20% | $645,326 | 32.8K | Q2 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.20% | $8M | 420.0K | Q1 2026 |
| SAWGRASS ASSET MANAGEMENT LLC$664M AUM | 0.19% | $1M | 62.7K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.18% | $775,594 | 39.5K | Q1 2026 |
| BETO FINANCIAL GROUP, LLC$171M AUM | 0.18% | $304,496 | 15.5K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.18% | $16M | 838.9K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.16% | $526,816 | 26.8K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.16% | $996,799 | 50.8K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.16% | $8M | 396.9K | Q1 2026 |
| WESPAC Advisors, LLC$183M AUM | 0.16% | $285,014 | 14.5K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 0.15% | $226,002 | 11.5K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.15% | $2M | 79.0K | Q1 2026 |
| River Wealth Advisors LLC$871M AUM | 0.15% | $1M | 68.0K | Q1 2026 |
| Sun Financial Inc$200M AUM | 0.15% | $304,485 | 15.5K | Q1 2026 |
| OBSIDIAN CIO, LLC$111M AUM | 0.15% | $168,820 | 8.6K | Q1 2026 |
| Tyler-Stone Wealth Management$621M AUM | 0.15% | $923,748 | 47.0K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.15% | $12M | 601.0K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.14% | $2M | 99.8K | Q1 2026 |
| Independence Bank of Kentucky$789M AUM | 0.14% | $1M | 56.7K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.14% | $941,643 | 48.0K | Q1 2026 |
| BankPlus Wealth Management LLC$194M AUM | 0.14% | $267,734 | 13.6K | Q1 2026 |
| Heritage Trust Co$997M AUM | 0.14% | $1M | 68.8K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.13% | $391,323 | 19.9K | Q1 2026 |
| GPM Growth Investors, Inc.$238M AUM | 0.13% | $344,917 | 17.5K | Q4 2025OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.13% | $629,710 | 32.1K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.13% | $7M | 343.5K | Q1 2026 |
| 4J Wealth Management LLC$176M AUM | 0.13% | $230,398 | 11.7K | Q1 2026 |
| DOVER ADVISORS, LLC$242M AUM | 0.13% | $315,001 | 16.1K | Q1 2026 |
| BankPlus Trust Department$374M AUM | 0.13% | $486,680 | 24.8K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.13% | $1M | 52.7K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 0.12% | $384,641 | 19.5K | Q3 2025OLDER |
| Ramiah Investment Group$275M AUM | 0.12% | $329,334 | 16.8K | Q1 2026 |
| Roundview Capital LLC$1.6B AUM | 0.12% | $2M | 97.8K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.12% | $840,834 | 42.8K | Q1 2026 |
| Three Cord True Wealth Management, LLC$180M AUM | 0.12% | $213,049 | 10.9K | Q1 2026 |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.12% | $291,708 | 14.8K | Q3 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.11% | $5M | 251.1K | Q2 2025OLDER |
| Foundry Financial Group, Inc.$202M AUM | 0.11% | $222,901 | 11.4K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.11% | $368,569 | 18.8K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.11% | $3M | 146.3K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.11% | $1M | 55.2K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.10% | $4M | 228.4K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.10% | $359,571 | 18.3K | Q1 2026 |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.10% | $355,119 | 18.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.10% | $35M | 1.81M | Q1 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.10% | $681,400 | 34.7K | Q1 2026 |
| Cynosure Group, LLC$800M AUM | 0.10% | $767,789 | 39.1K | Q1 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.09% | $735,938 | 37.5K | Q1 2026 |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.09% | $1M | 70.7K | Q1 2026 |
| MANCHESTER FINANCIAL INC$521M AUM | 0.09% | $489,761 | 25.0K | Q1 2026 |
| Argentarii, LLC$286M AUM | 0.09% | $288,559 | 14.6K | Q4 2025OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $358,256 | 18.3K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.09% | $368,016 | 18.7K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 0.09% | $393,000 | 20.0K | Q2 2025OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.09% | $1M | 54.8K | Q2 2025OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.08% | $286,309 | 14.6K | Q1 2026 |
| Well Done, LLC$681M AUM | 0.08% | $574,736 | 29.3K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.08% | $335,489 | 17.1K | Q1 2026 |
| Wealth Advisors of Iowa, LLC$323M AUM | 0.08% | $269,552 | 13.7K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.08% | $552,755 | 28.1K | Q2 2025OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.08% | $246,221 | 12.5K | Q1 2026 |
| Insight Wealth Partners, LLC$713M AUM | 0.08% | $584,609 | 29.8K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.08% | $9M | 457.0K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.08% | $536,646 | 27.3K | Q1 2026 |
| SMI Advisory Services, LLC$617M AUM | 0.08% | $471,993 | 24.0K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.08% | $1M | 62.7K | Q2 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.08% | $3M | 146.3K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.08% | $625,528 | 31.9K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.08% | $910,090 | 46.4K | Q1 2026 |
| RETIREMENT GUYS FORMULA LLC$217M AUM | 0.07% | $211,954 | 10.8K | Q3 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.07% | $1M | 59.2K | Q1 2026 |
| Keel Point, LLC$1.5B AUM | 0.07% | $1M | 61.1K | Q4 2025OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.07% | $1M | 57.5K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.07% | $1M | 60.0K | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.07% | $198,644 | 10.1K | Q1 2026 |
| Certified Advisory Corp$1.2B AUM | 0.07% | $740,160 | 37.7K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.07% | $2M | 82.4K | Q1 2026 |
| Fusion Family Wealth, LLC$1.3B AUM | 0.06% | $848,408 | 43.2K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.06% | $12M | 591.7K | Q1 2026 |
| FC Advisory LLC$378M AUM | 0.06% | $215,226 | 10.9K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.06% | $3M | 127.6K | Q4 2025OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.06% | $3M | 175.8K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.06% | $1M | 64.3K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 184.8K | Q1 2026 |
| Allen Capital Group, LLC$1.1B AUM | 0.06% | $648,763 | 33.1K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.06% | $4M | 224.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.06% | $2M | 80.5K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.06% | $462,649 | 23.6K | Q1 2026 |
| RIA Advisory Group LLC$421M AUM | 0.05% | $228,687 | 11.7K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.05% | $1M | 51.2K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.05% | $2M | 85.2K | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.05% | $14M | 726.5K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.05% | $2M | 78.2K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.05% | $225,001 | 11.5K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.05% | $2M | 110.2K | Q1 2026 |
| GS Investments, Inc.$175M AUM | 0.05% | $85,859 | 4.4K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.05% | $450,401 | 22.9K | Q1 2026 |
| Revolve Wealth Partners, LLC$965M AUM | 0.05% | $366,905 | 18.7K | Q2 2025OLDER |
| Integris Wealth Management, LLC$495M AUM | 0.05% | $200,287 | 10.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.05% | $513,802 | 26.2K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.04% | $576,112 | 29.4K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.04% | $4M | 198.3K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.04% | $2M | 106.3K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $365,064 | 18.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 92.2K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.04% | $5M | 263.0K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.04% | $767,656 | 39.1K | Q1 2026 |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.04% | $63,405 | 3.2K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 56.0K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.04% | $532,033 | 27.1K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.04% | $800,240 | 40.5K | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.04% | $210,773 | 10.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $26M | 1.31M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.04% | $141M | 7.17M | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.04% | $206,063 | 10.5K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $260,554 | 13.3K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 67.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $118M | 6.04M | Q1 2026 |
| United Community Bank$300M AUM | 0.04% | $107,938 | 5.5K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.03% | $20M | 999.8K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 64.9K | Q1 2026 |
| Commonwealth Financial Services, LLC$632M AUM | 0.03% | $199,058 | 10.1K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 255.1K | Q1 2026 |
| RMR Wealth Builders$1.3B AUM | 0.03% | $406,252 | 20.7K | Q1 2026 |
| Blueprint Financial Advisors LLC$675M AUM | 0.03% | $205,178 | 10.4K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 340.0K | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.03% | $74,398 | 3.8K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.03% | $485,758 | 24.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 85.0K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $18M | 942.6K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $523,693 | 26.7K | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $99,303 | 5.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.03% | $2M | 116.0K | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.03% | $122,127 | 6.2K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.03% | $5M | 267.7K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.03% | $143M | 7.28M | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $4M | 179.1K | Q1 2026 |
| Berkshire Money Management, Inc.$976M AUM | 0.03% | $255,204 | 13.0K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.03% | $492,277 | 25.1K | Q1 2026 |
| Intentional Wealth Strategies, LLC$107M AUM | 0.03% | $27,063 | 1.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $2M | 81.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $162M | 8.23M | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 239.1K | Q1 2026 |
| Diversified Portfolios, Inc.$1.2B AUM | 0.02% | $269,550 | 13.7K | Q4 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $526,163 | 26.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $4M | 228.2K | Q1 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.02% | $205,178 | 10.4K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 292.9K | Q1 2026 |
| Wealthspire Retirement, LLC$1.7B AUM | 0.02% | $360,115 | 18.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $23M | 1.18M | Q1 2026 |
| Davis Capital Management$169M AUM | 0.02% | $30,576 | 1.6K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.02% | $205,599 | 10.5K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $607,256 | 30.9K | Q1 2026 |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $339,513 | 17.3K | Q1 2026 |
| SIGMA INVESTMENT COUNSELORS INC$1.9B AUM | 0.02% | $373,661 | 19.0K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $442,177 | 22.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $16M | 804.0K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 90.2K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $24,531 | 1.3K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.02% | $156,647 | 8.0K | Q1 2026 |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $239,454 | 12.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $441,563 | 22.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $823,162 | 41.9K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 52.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $11M | 542.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $3M | 137.2K | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $13M | 677.8K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $3M | 171.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 135.3K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $10M | 504.4K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.01% | $51,476 | 2.6K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $375,658 | 19.2K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.01% | $2M | 82.5K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.01% | $220,044 | 11.2K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.01% | $302,323 | 15.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $941,743 | 48.0K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $387,330 | 19.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.01% | $205M | 10.38M | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $2M | 112.3K | Q1 2026 |
| Marquette Asset Management, LLC$779M AUM | 0.01% | $80,581 | 4.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 62.7K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $164,987 | 8.4K | Q1 2026 |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.01% | $24,786 | 1.3K | Q1 2026 |
| Resonant Capital Advisors, LLC$1.9B AUM | 0.01% | $220,958 | 11.3K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.01% | $1M | 58.3K | Q2 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $72M | 3.69M | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $678,868 | 34.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 207.8K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.01% | $66,228 | 3.4K | Q1 2026 |
| West Branch Capital LLC$430M AUM | 0.01% | $39,833 | 2.0K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $145,579 | 7.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $393,442 | 20.0K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $627,411 | 32.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $663,541 | 33.8K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.01% | $344,563 | 17.5K | Q2 2025OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $59,562 | 3.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 415.5K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.01% | $20,174 | 1.0K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $562,875 | 28.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $47M | 2.39M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $110M | 5.59M | Q1 2026 |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.01% | $924,181 | 47.1K | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.01% | $225,825 | 11.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $587,725 | 29.9K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.01% | $243,291 | 12.4K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.01% | $1M | 51.1K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $244,547 | 12.5K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.01% | $19,147 | 971 | Q3 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $208,477 | 10.6K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $28,235 | 1.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $21M | 1.07M | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $471,020 | 24.0K | Q1 2026 |
| City State Bank$385M AUM | 0.01% | $19,782 | 1.0K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $10M | 534.3K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $247,412 | 12.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $21M | 1.07M | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 114.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 54.5K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $79,697 | 4.1K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $651,814 | 33.2K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $44,058 | 2.2K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.00% | $236,954 | 12.1K | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.00% | $6,435 | 6.4K | Q4 2025OLDER |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $75,164 | 3.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $56,390 | 2.9K | Q3 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.00% | $200,693 | 10.2K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $301,519 | 15.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $168,049 | 8.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $216,020 | 11.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $535,102 | 27.3K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $277,533 | 14.1K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $47,261 | 2.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $269,512 | 13.7K | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $83,787 | 4.3K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 84.0K | Q1 2026 |
| HM PAYSON & CO$6.9B AUM | 0.00% | $184,554 | 9.4K | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $38,762 | 2.0K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 205.8K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.00% | $4,906 | 250 | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $226,652 | 11.5K | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.00% | $4,907 | 250 | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $424,882 | 21.6K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $15,460 | 787 | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $213,279 | 10.9K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $26,494 | 1.4K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $121,283 | 6.2K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 69.6K | Q1 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $938,448 | 47.8K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $318,793 | 16.2K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $6,716 | 342 | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $2,002 | 102 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 106.7K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $258,756 | 13.2K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $29,946 | 1.5K | Q2 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $882,417 | 44.7K | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $7,639 | 387 | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $353,188 | 17.9K | Q4 2025OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $29,929 | 1.5K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $10,892 | 555 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $13,678 | 697 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $47,040 | 2.4K | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $32,617 | 1.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $484,614 | 24.7K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $14,915 | 760 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $24,865 | 1.3K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $196,500 | 10.0K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $4M | 194.0K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $7,594 | 387 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $349,414 | 17.8K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $31,735 | 1.6K | Q2 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $17,611 | 897 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $5M | 233.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $7,893 | 402 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $19,566 | 997 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $236,756 | 12.1K | Q1 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $932 | 47 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $415,217 | 21.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 67.6K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 157.3K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $4,955 | 251 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $12,180 | 617 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $11,873 | 605 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $30,348 | 1.5K | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $1,163 | 59 | Q3 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $1,295 | 66 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $5,295 | 270 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $71,101 | 3.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $7,987 | 407 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $37,594 | 1.9K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $12 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.