CGCCANOPY GROWTH CORPORATION
CUSIP 138035704 · Yahoo Finance ↗ · Google Finance ↗
Canopy Growth Corporation (CGC) has 218 institutional holders in Filings Flow’s 13F database, together reporting 29.35M shares worth $28M as of Q1 2026. The largest reported holders are Tidal Investments LLC, Caitong International Asset Management Co., Ltd, and Citadel Advisors LLC.
Institutional Holders
218
Q1 2026
Reported Value
$28M
Ticker
CGC
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd$541M AUM | 1.28% | $5M | 4.60M | Q4 2025OLDER |
| LUMINUS MANAGEMENT LLC$166M AUM | 0.32% | $522,060 | 550.0K | Q1 2026 |
| SLT Holdings LLC$148M AUM | 0.14% | $208,824 | 220.0K | Q1 2026 |
| Headlands Technologies LLC$878M AUM | 0.09% | $1M | 987.8K | Q4 2025OLDER |
| AdvisorShares Investments LLC$549M AUM | 0.05% | $274,967 | 289.7K | Q1 2026 |
| Murchinson Ltd.$791M AUM | 0.03% | $219,000 | 150.0K | Q3 2025OLDER |
| SIG North Trading, ULC$5.0B AUM | 0.02% | $1M | 1.23M | Q1 2026 |
| Baader Bank Aktiengesellschaft$1.3B AUM | 0.02% | $290,867 | 348.0K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.02% | $8M | 8.48M | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $585,531 | 616.9K | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 0.02% | $38,013 | 40.0K | Q1 2026 |
| Lauer Wealth, LLC$126M AUM | 0.01% | $18,550 | 132.5K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.01% | $109,205 | 115.0K | Q1 2026 |
| Scientech Research LLC$120M AUM | 0.01% | $13,697 | 14.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.01% | $94,324 | 99.4K | Q1 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC$109M AUM | 0.01% | $10,351 | 10.9K | Q1 2026 |
| Blueshift Asset Management, LLC$330M AUM | 0.01% | $25,115 | 22.0K | Q4 2025OLDER |
| Sender Co & Partners, Inc.$165M AUM | 0.01% | $63,036 | 43.2K | Q3 2025OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.01% | $26,996 | 28.4K | Q1 2026 |
| PFS Partners, LLC$218M AUM | 0.01% | $14,571 | 15.3K | Q1 2026 |
| Sculptor Capital LP$9.6B AUM | 0.01% | $635,964 | 670.0K | Q1 2026 |
| GMT CAPITAL CORP$2.2B AUM | 0.01% | $131,425 | 138.5K | Q1 2026 |
| WFA Asset Management Corp$184M AUM | 0.01% | $10,836 | 2.2K | Q3 2025OLDER |
| Lewis Asset Management, LLC$245M AUM | 0.00% | $11,456 | 10.0K | Q4 2025OLDER |
| Virtu Financial LLC$2.4B AUM | 0.00% | $117,000 | 102.4K | Q4 2025OLDER |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.00% | $9,508 | 10.0K | Q1 2026 |
| Leonteq Securities AG$2.7B AUM | 0.00% | $98,742 | 75.1K | Q1 2026 |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.00% | $105,456 | 111.1K | Q1 2026 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 1.81M | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $747,228 | 796.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 1.21M | Q3 2025OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $208,845 | 220.0K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.00% | $36,399 | 38.5K | Q1 2026 |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $374,839 | 394.9K | Q1 2026 |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.00% | $24,688 | 26.0K | Q1 2026 |
| DRW Securities, LLC$7.2B AUM | 0.00% | $128,460 | 88.9K | Q3 2025OLDER |
| Aries Wealth Management$455M AUM | 0.00% | $9,479 | 10.0K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 0.00% | $13,289 | 14.0K | Q1 2026 |
| WINTON GROUP Ltd$2.9B AUM | 0.00% | $45,182 | 47.6K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.00% | $10,441 | 11.0K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.00% | $23,575 | 16.1K | Q3 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $95,473 | 83.8K | Q4 2025OLDER |
| CarsonAllaria Wealth Management, Ltd.$202M AUM | 0.00% | $1,965 | 1.6K | Q2 2025OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.00% | $3,388 | 20.0K | Q3 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.00% | $26,022 | 27.4K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.00% | $70,107 | 73.9K | Q1 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $1,620 | 1.5K | Q1 2026 |
| Walleye Trading LLC$60.0B AUM | 0.00% | $513,802 | 541.3K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $234,000 | 160.2K | Q3 2025OLDER |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $301,000 | 318.0K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $46,052 | 48.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $768,631 | 810.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.00% | $15,796 | 10.8K | Q3 2025OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.00% | $12,339 | 10.8K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.00% | $88,121 | 60.4K | Q3 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $86,161 | 90.8K | Q1 2026 |
| TORONTO DOMINION BANK$69.7B AUM | 0.00% | $373,915 | 394.0K | Q1 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.00% | $36,500 | 25.0K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 3.24M | Q1 2026 |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $169,577 | 241.6K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $897 | 945 | Q1 2026 |
| Walleye Capital LLC$24.0B AUM | 0.00% | $114,924 | 94.2K | Q2 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.00% | $16,686 | 14.6K | Q4 2025OLDER |
| MACKENZIE FINANCIAL CORP$83.3B AUM | 0.00% | $330,160 | 348.0K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.00% | $10,801 | 11.4K | Q1 2026 |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $482,791 | 510.4K | Q1 2026 |
| Cornerstone Financial Management LLC$109M AUM | 0.00% | $411 | 433 | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $495,806 | 315.8K | Q3 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $113,531 | 77.8K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $822,967 | 867.6K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $115,175 | 119.1K | Q1 2026 |
| GABLES CAPITAL MANAGEMENT INC.$236M AUM | 0.00% | $764 | 805 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $555,943 | 487.7K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $514,217 | 541.8K | Q1 2026 |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $556 | 381 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 2.72M | Q1 2026 |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $26,772 | 28.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 2.01M | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $592 | 624 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $3,163 | 3.3K | Q1 2026 |
| State of Wyoming$844M AUM | 0.00% | $1,914 | 2.0K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.00% | $9,500 | 10.0K | Q1 2026 |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.00% | $380 | 400 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $7,400 | 6.5K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $23,575 | 16.1K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $927,000 | 975.8K | Q1 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C.$17.5B AUM | 0.00% | $28,476 | 30.0K | Q1 2026 |
| TSFG, LLC$659M AUM | 0.00% | $1,000 | 477 | Q4 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $1,000 | 1.0K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 1.26M | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $891,490 | 939.4K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $712 | 750 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.00% | $308 | 252 | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $83,698 | 88.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $9,537 | 10.0K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.00% | $292 | 239 | Q2 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $2M | 1.97M | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $9,497 | 10.0K | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $142 | 150 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $334 | 293 | Q4 2025OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $147 | 154 | Q1 2026 |
| Beacon Capital Management, LLC$567M AUM | 0.00% | $712 | 584 | Q2 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $159 | 167 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $66,927 | 70.5K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $22,177 | 23.5K | Q1 2026 |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $435 | 458 | Q1 2026 |
| Financial Life Planners$130M AUM | 0.00% | $109 | 114 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $3,525 | 3.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $1,363 | 1.1K | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,381 | 2.1K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $4,094 | 4.3K | Q1 2026 |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.00% | $68 | 60 | Q4 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $22,000 | 22.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $20,253 | 21.3K | Q1 2026 |
| AG Campbell Advisory, LLC$332M AUM | 0.00% | $182 | 160 | Q1 2026 |
| DV Trading LLC$4.2B AUM | 0.00% | $1,938 | 1.7K | Q4 2025OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $698 | 735 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $13,220 | 13.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $9,569 | 10.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $32,267 | 27.3K | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $21,301 | 22.4K | Q1 2026 |
| ENTRUST FINANCIAL LLC$143M AUM | 0.00% | $55 | 57 | Q1 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $69 | 73 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $122,044 | 128.6K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $27,487 | 29.0K | Q1 2026 |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $210 | 172 | Q2 2025OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $18,432 | 19.0K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $629 | 553 | Q4 2025OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $95 | 100 | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 0.00% | $40 | 42 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $15,882 | 16.7K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.00% | $40 | 43 | Q1 2026 |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.00% | $18,053 | 12.4K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $78 | 82 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $118 | 124 | Q1 2026 |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $21,323 | 22.5K | Q1 2026 |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $222 | 234 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $20,493 | 21.7K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $95 | 100 | Q1 2026 |
| Piscataqua Savings Bank$148M AUM | 0.00% | $30 | 32 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $186 | 196 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $190 | 200 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $259 | 273 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $14,980 | 10.3K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $14,440 | 12.7K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,027 | 1.1K | Q1 2026 |
| Napier Financial, LLC$436M AUM | 0.00% | $75 | 79 | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $57 | 60 | Q1 2026 |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $43,192 | 45.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $13,426 | 13.7K | Q3 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.00% | $15 | 16 | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $38 | 40 | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $85 | 90 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $53 | 43 | Q2 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $35 | 24 | Q3 2025OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.00% | $19 | 13 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $58 | 60 | Q1 2026 |
| Kiker Wealth Management, LLC$209M AUM | 0.00% | $21 | 17 | Q2 2025OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $28 | 30 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $12,309 | 13.0K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $28 | 29 | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $16 | 17 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $27,324 | 28.8K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $33 | 23 | Q4 2025OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.00% | $31 | 33 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $20,485 | 22.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $1,735 | 1.8K | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $190 | 200 | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $104 | 104 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $48 | 51 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $99 | 87 | Q4 2025OLDER |
| DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM | 0.00% | $95 | 100 | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $9,560 | 10.1K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $19 | 20 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $9 | 10 | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $6,535 | 37.4K | Q4 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.00% | $8 | 6 | Q2 2025OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $9 | 10 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $648 | 665 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $34 | 36 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,687 | 10.2K | Q1 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $24 | 25 | Q1 2026 |
| Jessup Wealth Management, Inc$274M AUM | 0.00% | $17 | 15 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $316 | 277 | Q4 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $47 | 50 | Q1 2026 |
| Raiffeisen Bank International AG$7.0B AUM | 0.00% | $380 | 400 | Q1 2026 |
| Investors Research Corp$523M AUM | 0.00% | $28 | 30 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $157 | 165 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $52 | 55 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $82 | 86 | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $62 | 50 | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $22,251 | 23.4K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $26 | 27 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $71 | 62 | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $21 | 22 | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.00% | $15 | 16 | Q1 2026 |
| City State Bank$385M AUM | 0.00% | $16 | 11 | Q3 2025OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $37 | 38 | Q1 2026 |
| Semmax Financial Advisors Inc.$388M AUM | 0.00% | $17 | 13 | Q2 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $18 | 20 | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $24 | 22 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $121 | 106 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $83 | 85 | Q1 2026 |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $5 | 5 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $9 | 7 | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $10,383 | 10.9K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $16 | 16 | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.00% | $11 | 10 | Q1 2026 |
| First Pacific Financial$777M AUM | 0.00% | $20 | 16 | Q2 2025OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $237 | 250 | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.00% | $7 | 7 | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $7 | 7 | Q1 2026 |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $10 | 10 | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.00% | $6 | 4 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $532 | 560 | Q1 2026 |
| Hilltop National Bank$468M AUM | 0.00% | $11 | 10 | Q4 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $16 | 11 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $13,858 | 14.6K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $24 | 25 | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $9 | 9 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $77 | 81 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $16 | 11 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $658 | 694 | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.00% | $20 | 18 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $44 | 46 | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $9 | 10 | Q1 2026 |
| NVWM, LLC$449M AUM | 0.00% | $9 | 10 | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $651 | 686 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $86 | 91 | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $46 | 48 | Q1 2026 |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $10 | 11 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $134 | 141 | Q1 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $47 | 50 | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $10 | 10 | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.00% | $6 | 5 | Q4 2025OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $14 | 15 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $40 | 42 | Q1 2026 |
| Navalign, LLC$396M AUM | 0.00% | $6 | 5 | Q4 2025OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $3 | 2 | Q3 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $13 | 14 | Q1 2026 |
| Quintet Private Bank (Europe) S.A.$1.5B AUM | 0.00% | $19 | 20 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $7 | 5 | Q3 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $3 | 2 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $20 | 21 | Q1 2026 |
| GFG Capital, LLC$313M AUM | 0.00% | $4 | 3 | Q2 2025OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $3 | 2 | Q3 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2 | 2 | Q1 2026 |
| Hillsdale Investment Management Inc.$3.7B AUM | 0.00% | $38 | 40 | Q1 2026 |
| Tower View Wealth Management LLC$195M AUM | 0.00% | $2 | 2 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $244 | 256 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $27 | 32 | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $25 | 17 | Q3 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $2,592 | 2.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12,233 | 10.7K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $9 | 10 | Q1 2026 |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $1 | 1 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $9 | 10 | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $3 | 2 | Q2 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $14 | 15 | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $3,040 | 3.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $44 | 30 | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $10 | 10 | Q1 2026 |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $9 | 10 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11 | 12 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $122 | 128 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $67 | 71 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $9 | 10 | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $10 | 11 | Q1 2026 |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $17 | 17 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $2 | 2 | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $12 | 12 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $4 | 3 | Q2 2025OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $9 | 10 | Q1 2026 |
| LOUISBOURG INVESTMENTS INC.$529M AUM | 0.00% | $2 | 2 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $19 | 20 | Q1 2026 |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $3 | 2 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $588 | 619 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $4 | 4 | Q1 2026 |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $1 | 1 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $21 | 22 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $108 | 114 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $2 | 2 | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $8 | 8 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $4 | 4 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $5 | 5 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $27 | 18 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3 | 3 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $5 | 4 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $102 | 107 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $69 | 73 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $4 | 4 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $22 | 15 | Q3 2025OLDER |
| BNP PARIBAS$3.1B AUM | 0.00% | $2 | 2 | Q4 2025OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $1 | 1 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1 | 1 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $25 | 26 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $340 | 397 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $2 | 2 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $8 | 7 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $703 | 741 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $26 | 28 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4 | 4 | Q1 2026 |
| Gleason Group, Inc.$1.0B AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.