CGGOCAPITAL GROUP GBL GROWTH EQT
CUSIP 14020X104 · Yahoo Finance ↗ · Google Finance ↗
Capital Group Gbl Growth Eqt (CGGO) has 411 institutional holders in Filings Flow’s 13F database, together reporting 199.20M shares worth $6.7B as of Q1 2026. The largest reported holders are Capital Group Private Client Services, Inc., Lpl Financial LLC, and Raymond James Financial Inc.
Institutional Holders
411
Q1 2026
Reported Value
$6.7B
Ticker
CGGO
Quarters Tracked
17
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Financial Council, LLC$259M AUM | 20.06% | $52M | 1.56M | Q1 2026 |
| Forge Financial Services LLC$987M AUM | 19.70% | $194M | 5.83M | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 13.30% | $789M | 23.64M | Q1 2026 |
| Wealth Science Advisors LLC$225M AUM | 12.41% | $22M | 636.4K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 9.21% | $16M | 473.8K | Q1 2026 |
| Ridgeline Wealth Planning, LLC$137M AUM | 8.29% | $11M | 340.4K | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 7.30% | $13M | 395.3K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 7.22% | $11M | 337.1K | Q1 2026 |
| Ergawealth Advisors, Inc.$226M AUM | 7.19% | $16M | 487.6K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 7.02% | $49M | 1.48M | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 6.49% | $21M | 643.6K | Q1 2026 |
| J. Derek Lewis & Associates Inc.$445M AUM | 4.94% | $22M | 657.0K | Q1 2026 |
| Gutierrez Wealth Advisory, LLC$161M AUM | 4.92% | $8M | 237.3K | Q1 2026 |
| Carson Advisory Inc.$193M AUM | 4.10% | $8M | 237.0K | Q1 2026 |
| NavPoint Financial, Inc.$247M AUM | 3.41% | $8M | 252.9K | Q1 2026 |
| Ruggaard & Associates LLC$252M AUM | 3.38% | $9M | 255.8K | Q1 2026 |
| LVW Advisors, LLC$1.0B AUM | 3.32% | $35M | 1.04M | Q1 2026 |
| Entruity Wealth, LLC$147M AUM | 3.26% | $5M | 143.9K | Q1 2026 |
| Royal Harbor Partners, LLC$295M AUM | 3.22% | $10M | 281.5K | Q4 2025OLDER |
| Smith Thornton Advisors LLC$199M AUM | 2.58% | $5M | 153.3K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 2.46% | $24M | 712.7K | Q1 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC$152M AUM | 2.42% | $4M | 110.1K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 2.33% | $11M | 340.2K | Q1 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 2.26% | $4M | 116.1K | Q1 2026 |
| Burford Brothers, Inc.$244M AUM | 2.24% | $5M | 164.0K | Q1 2026 |
| Smallwood Wealth Investment Management, LLC$190M AUM | 2.03% | $4M | 115.6K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 1.97% | $2M | 71.0K | Q1 2026 |
| Evergreen Wealth Partners LLC$131M AUM | 1.90% | $2M | 74.7K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 1.48% | $5M | 164.3K | Q1 2026 |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 1.48% | $3M | 93.4K | Q1 2026 |
| AA Financial Advisors, LLC$710M AUM | 1.34% | $9M | 284.2K | Q1 2026 |
| Souders Financial Advisors$876M AUM | 1.32% | $12M | 347.1K | Q1 2026 |
| KWB Wealth$1.0B AUM | 1.29% | $13M | 376.9K | Q1 2026 |
| Code Waechter LLC$168M AUM | 1.28% | $2M | 64.5K | Q1 2026 |
| Compton Financial Group, LLC$453M AUM | 1.27% | $6M | 171.9K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.24% | $15M | 453.5K | Q1 2026 |
| Trueblood Wealth Management, LLC$256M AUM | 1.24% | $3M | 95.2K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 1.20% | $30M | 910.2K | Q1 2026 |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.12% | $4M | 117.5K | Q1 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 1.07% | $1M | 38.0K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 1.06% | $1M | 44.8K | Q1 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC$314M AUM | 1.05% | $3M | 98.6K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 1.05% | $7M | 190.8K | Q1 2026 |
| Saxony Capital Management, LLC$172M AUM | 1.03% | $2M | 53.2K | Q1 2026 |
| RPg Family Wealth Advisory, LLC$479M AUM | 1.01% | $5M | 145.6K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.97% | $24M | 716.0K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.97% | $2M | 72.0K | Q1 2026 |
| Kera Capital Partners, Inc.$815M AUM | 0.92% | $8M | 225.4K | Q1 2026 |
| Bill Few Associates, Inc.$470M AUM | 0.92% | $4M | 114.6K | Q1 2026 |
| WealthSpring Partners, LLC$109M AUM | 0.87% | $943,068 | 28.3K | Q1 2026 |
| CLG LLC$403M AUM | 0.85% | $3M | 102.4K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.82% | $11M | 337.9K | Q1 2026 |
| Forum Finance Group S.A.$184M AUM | 0.79% | $1M | 53.6K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.79% | $3M | 85.2K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.78% | $2M | 52.1K | Q1 2026 |
| Johnson Bixby & Associates, LLC$806M AUM | 0.76% | $6M | 184.2K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.75% | $10M | 288.2K | Q4 2025OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.74% | $3M | 101.1K | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.73% | $3M | 78.6K | Q1 2026 |
| FSM Wealth Advisors, LLC$778M AUM | 0.70% | $5M | 163.4K | Q1 2026 |
| Latitude Advisors, LLC$218M AUM | 0.69% | $2M | 45.2K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.68% | $1M | 35.2K | Q1 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.67% | $4M | 115.8K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.64% | $12M | 367.8K | Q1 2026 |
| Vantus Wealth LLC$136M AUM | 0.61% | $824,601 | 23.8K | Q4 2025OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.61% | $1M | 42.8K | Q1 2026 |
| 44 WEALTH MANAGEMENT LLC$286M AUM | 0.60% | $2M | 51.7K | Q1 2026 |
| M.E. ALLISON & CO., INC.$174M AUM | 0.57% | $864,735 | 25.9K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.56% | $3M | 80.6K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.54% | $3M | 98.8K | Q3 2025OLDER |
| Colonial River Investments, LLC$279M AUM | 0.53% | $1M | 44.6K | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.53% | $1M | 43.2K | Q1 2026 |
| SWEENEY & MICHEL, LLC$340M AUM | 0.51% | $2M | 48.2K | Q1 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.50% | $4M | 114.3K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.50% | $1M | 31.8K | Q1 2026 |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.49% | $2M | 56.1K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.48% | $758,335 | 22.7K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.47% | $2M | 62.0K | Q1 2026 |
| Daybright Advisory Services, Inc.$361M AUM | 0.46% | $2M | 49.6K | Q1 2026 |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.45% | $4M | 115.4K | Q1 2026 |
| LANDAAS & CO /WI /ADV$456M AUM | 0.45% | $2M | 61.1K | Q1 2026 |
| CVFG LLC$804M AUM | 0.44% | $4M | 106.8K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.44% | $5M | 164.2K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.43% | $6M | 177.0K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.42% | $750,339 | 22.0K | Q3 2025OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.42% | $688,716 | 20.6K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.42% | $1M | 31.4K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.41% | $8M | 228.5K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.41% | $24M | 716.9K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.41% | $10M | 294.8K | Q1 2026 |
| Financial Planning Navigators CORP$228M AUM | 0.41% | $925,567 | 27.7K | Q1 2026 |
| Lantern Wealth Advisors, LLC$195M AUM | 0.38% | $746,141 | 22.4K | Q1 2026 |
| Olistico Wealth, LLC$234M AUM | 0.37% | $757,118 | 22.7K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.37% | $4M | 105.4K | Q1 2026 |
| Capital Investment Management, Inc.$291M AUM | 0.36% | $1M | 31.8K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.36% | $6M | 171.3K | Q1 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.34% | $6M | 169.5K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.33% | $28M | 841.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.33% | $8M | 250.1K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.32% | $65M | 1.94M | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.32% | $4M | 107.8K | Q1 2026 |
| Rather & Kittrell, Inc.$648M AUM | 0.32% | $2M | 61.5K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.31% | $32M | 949.6K | Q1 2026 |
| Tudor Financial Inc.$196M AUM | 0.31% | $615,609 | 18.4K | Q1 2026 |
| Blueprint Financial Advisors LLC$675M AUM | 0.31% | $2M | 62.8K | Q1 2026 |
| Troutman Wealth Management, LLC$120M AUM | 0.31% | $370,030 | 11.1K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.30% | $5M | 156.8K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.30% | $1M | 39.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.29% | $277M | 8.30M | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.29% | $112M | 3.36M | Q1 2026 |
| Capital Planning LLC$307M AUM | 0.29% | $888,106 | 26.6K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.28% | $8M | 240.7K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.28% | $18M | 534.1K | Q1 2026 |
| Vigil Wealth Management, LLC$124M AUM | 0.27% | $339,840 | 10.2K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.27% | $698,098 | 20.9K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.26% | $1M | 33.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.26% | $16M | 491.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.26% | $94M | 2.82M | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.26% | $1M | 38.4K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.26% | $186M | 5.56M | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.26% | $7M | 198.8K | Q1 2026 |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.25% | $8M | 238.8K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.25% | $885,859 | 26.5K | Q1 2026 |
| Balentine LLC$2.5B AUM | 0.25% | $6M | 182.8K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.25% | $15M | 452.3K | Q1 2026 |
| MFA Wealth Services$151M AUM | 0.24% | $358,362 | 10.7K | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.23% | $8M | 237.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.23% | $15M | 437.8K | Q1 2026 |
| Brown Miller Wealth Management, LLC$397M AUM | 0.22% | $787,632 | 23.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.22% | $362M | 10.86M | Q1 2026 |
| NOVEM GROUP$873M AUM | 0.22% | $2M | 57.1K | Q1 2026 |
| Mission Financial Group, LLC$108M AUM | 0.22% | $234,883 | 7.0K | Q1 2026 |
| Blueprint Investment Partners LLC$980M AUM | 0.21% | $2M | 62.8K | Q1 2026 |
| Tenzing Financial LLC$146M AUM | 0.21% | $280,872 | 7.7K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.21% | $1M | 43.6K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.21% | $6M | 174.1K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.20% | $8M | 241.7K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.20% | $8M | 242.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.20% | $52M | 1.57M | Q1 2026 |
| Presper Financial Architects, LLC$168M AUM | 0.20% | $329,228 | 9.9K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 0.20% | $3M | 82.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.19% | $15M | 463.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.19% | $53M | 1.52M | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.19% | $4M | 115.6K | Q1 2026 |
| Aspire Growth Partners LLC$146M AUM | 0.19% | $272,981 | 8.2K | Q1 2026 |
| KMT WEALTH MANAGEMENT, LLC$184M AUM | 0.19% | $343,244 | 10.3K | Q1 2026 |
| Investment Planning Advisors, Inc.$363M AUM | 0.19% | $676,418 | 20.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.19% | $127M | 3.80M | Q1 2026 |
| Gimbal Financial$167M AUM | 0.18% | $306,847 | 9.0K | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.18% | $1M | 30.1K | Q4 2025OLDER |
| Lincoln Capital LLC$562M AUM | 0.18% | $942,484 | 28.3K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.17% | $802,849 | 24.1K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.17% | $8M | 248.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.16% | $11M | 328.7K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.16% | $3M | 101.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.16% | $26M | 775.6K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.16% | $3M | 85.5K | Q1 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.16% | $466,506 | 13.5K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.15% | $7M | 214.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.15% | $567M | 17.00M | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.15% | $945,802 | 28.3K | Q1 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.15% | $194,914 | 5.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.14% | $5M | 154.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.14% | $455M | 13.65M | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.14% | $13M | 391.1K | Q1 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC$1.7B AUM | 0.14% | $2M | 69.2K | Q1 2026 |
| Cravens & Co Advisors, LLC$154M AUM | 0.14% | $210,999 | 6.3K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.13% | $401,274 | 12.0K | Q1 2026 |
| Martin Worley Group$204M AUM | 0.13% | $265,351 | 8.3K | Q2 2025OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.13% | $12M | 345.6K | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.13% | $300,931 | 9.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.12% | $3M | 96.3K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.12% | $4M | 112.7K | Q1 2026 |
| SmartHarvest Portfolios, LLC$240M AUM | 0.12% | $283,645 | 8.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.12% | $5M | 149.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.12% | $25M | 745.2K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.12% | $2M | 46.2K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $22M | 656.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.11% | $14M | 428.9K | Q1 2026 |
| VestGen Investment Management$181M AUM | 0.11% | $203,590 | 6.1K | Q1 2026 |
| American Financial Advisors, LLC$750M AUM | 0.11% | $839,951 | 25.2K | Q1 2026 |
| Trinity Wealth Management, LLC$315M AUM | 0.11% | $301,398 | 9.0K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.11% | $565,782 | 17.0K | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.11% | $408,819 | 12.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.11% | $403M | 12.07M | Q1 2026 |
| Junk Investment Group, LLC$191M AUM | 0.11% | $200,754 | 6.0K | Q1 2026 |
| Nvest Financial, LLC$268M AUM | 0.10% | $280,929 | 8.4K | Q1 2026 |
| Main Line Retirement Advisors, LLC$200M AUM | 0.10% | $207,854 | 6.2K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.10% | $299,550 | 9.0K | Q1 2026 |
| Financial Security Advisor, Inc.$544M AUM | 0.10% | $553,766 | 16.6K | Q1 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP$7.8B AUM | 0.10% | $8M | 231.8K | Q1 2026 |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.10% | $935,598 | 28.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.10% | $47M | 1.39M | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.09% | $4M | 121.6K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.09% | $1M | 36.4K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.09% | $4M | 110.7K | Q4 2025OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.09% | $1M | 33.6K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.09% | $36M | 1.09M | Q1 2026 |
| McNamara Financial Services, Inc.$528M AUM | 0.09% | $464,844 | 13.9K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.09% | $510,873 | 15.3K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.09% | $7M | 200.7K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.09% | $950,078 | 28.5K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.08% | $177M | 5.43M | Q1 2026 |
| Venture Visionary Partners LLC$3.0B AUM | 0.08% | $3M | 76.2K | Q1 2026 |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.08% | $743,038 | 22.3K | Q1 2026 |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.08% | $274,969 | 8.2K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.08% | $2M | 45.0K | Q1 2026 |
| Aspen Capital Management, LLC$404M AUM | 0.08% | $332,832 | 10.0K | Q1 2026 |
| KENNEDY INVESTMENT GROUP, INC.$255M AUM | 0.08% | $209,910 | 6.3K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.08% | $1M | 38.6K | Q2 2025OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.08% | $4M | 127.9K | Q1 2026 |
| Advisor Resource Council$309M AUM | 0.08% | $232,756 | 7.0K | Q1 2026 |
| CORA CAPITAL ADVISORS LLC$302M AUM | 0.07% | $226,048 | 6.8K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.07% | $552,607 | 16.6K | Q1 2026 |
| FOCUSED ALPHA, LLC$324M AUM | 0.07% | $232,274 | 7.0K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.07% | $2M | 67.1K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.07% | $467,410 | 14.6K | Q2 2025OLDER |
| Lantz Financial LLC$546M AUM | 0.07% | $340,374 | 10.2K | Q1 2026 |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.07% | $126,356 | 3.6K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.07% | $2M | 58.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $11M | 307.4K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.07% | $12M | 382.5K | Q2 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.07% | $1M | 38.1K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.06% | $320,538 | 9.3K | Q4 2025OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.06% | $6M | 168.3K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.06% | $2M | 60.9K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.06% | $31M | 920.6K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.06% | $515,682 | 15.5K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.06% | $39M | 1.18M | Q1 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.06% | $1M | 37.5K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.06% | $2M | 48.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $6M | 189.0K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.06% | $7M | 213.0K | Q1 2026 |
| SEI INVESTMENTS CO$108.4B AUM | 0.06% | $66M | 1.96M | Q1 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.06% | $229,788 | 6.9K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.06% | $694,904 | 20.8K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.06% | $196,883 | 5.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.06% | $10M | 306.3K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.06% | $33M | 987.3K | Q1 2026 |
| KINTRA WEALTH, LLC$1.4B AUM | 0.06% | $801,296 | 24.0K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.06% | $3M | 93.4K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $303,668 | 9.1K | Q1 2026 |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.05% | $796,070 | 23.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.05% | $10M | 306.9K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.05% | $538,877 | 16.1K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $371,275 | 10.7K | Q4 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.05% | $2M | 68.7K | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.05% | $2M | 49.2K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.05% | $386,650 | 11.6K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.05% | $220,790 | 6.9K | Q2 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.05% | $815,714 | 24.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $241M | 7.24M | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 36.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $1M | 36.6K | Q1 2026 |
| Vertex Planning Partners, LLC$515M AUM | 0.04% | $229,385 | 6.9K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.04% | $3M | 82.1K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.04% | $484,099 | 14.5K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.04% | $297,692 | 8.9K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.04% | $580,664 | 17.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.04% | $3M | 101.7K | Q1 2026 |
| Howard Capital Management Group, LLC$1.5B AUM | 0.04% | $619,547 | 18.6K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $3M | 75.2K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $589,691 | 17.4K | Q1 2026 |
| Richardson Capital Management LLC$207M AUM | 0.04% | $83,095 | 2.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 95.7K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $528,845 | 15.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.04% | $2M | 56.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $3M | 104.6K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $3M | 99.9K | Q1 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.04% | $291,520 | 8.7K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 70.7K | Q2 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.04% | $613,107 | 18.4K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.04% | $745,934 | 22.4K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.03% | $203,380 | 6.0K | Q3 2025OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.03% | $361,382 | 10.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.03% | $36M | 1.08M | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.03% | $758,100 | 22.7K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $258,726 | 7.8K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 51.4K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.03% | $28M | 846.3K | Q1 2026 |
| M Holdings Securities, Inc.$1.5B AUM | 0.03% | $458,000 | 12.4K | Q1 2026 |
| Summit Global Investments$1.7B AUM | 0.03% | $516,000 | 15.5K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 52.2K | Q1 2026 |
| Waterloo Capital, L.P.$1.4B AUM | 0.03% | $427,589 | 12.8K | Q1 2026 |
| Symphony Financial, Ltd. Co.$755M AUM | 0.03% | $224,847 | 6.7K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.03% | $60,743 | 1.9K | Q2 2025OLDER |
| Oak Grove Capital LLC$1.2B AUM | 0.03% | $246,258 | 7.1K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $901,514 | 27.0K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $486,635 | 14.6K | Q1 2026 |
| Willow Creek Wealth Management Inc.$1.2B AUM | 0.03% | $336,301 | 9.8K | Q3 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.03% | $610,304 | 18.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $5M | 144.7K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $481,863 | 14.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.03% | $1M | 37.6K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.03% | $18M | 528.0K | Q1 2026 |
| Convergence Financial, LLC$943M AUM | 0.02% | $233,890 | 7.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $136M | 4.07M | Q1 2026 |
| Leo H. Evart, Inc.$117M AUM | 0.02% | $27,737 | 831 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $46,751 | 1.4K | Q1 2026 |
| VICUS CAPITAL$1.4B AUM | 0.02% | $318,428 | 9.5K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.02% | $672,413 | 23.7K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 93.0K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.02% | $212,537 | 6.2K | Q3 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.02% | $4M | 125.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $2M | 51.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 59.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.02% | $145M | 4.35M | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $51,769 | 1.6K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $266,291 | 8.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 235.5K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.02% | $345M | 9.96M | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.02% | $3M | 77.7K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $282,544 | 8.5K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.02% | $61,167 | 1.8K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 43.5K | Q1 2026 |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $636,700 | 19.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 31.6K | Q4 2025OLDER |
| BAYBAN$115M AUM | 0.02% | $22,358 | 670 | Q1 2026 |
| Miller Capital Partners, Inc.$208M AUM | 0.02% | $39,511 | 1.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $18M | 527.8K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $981,936 | 26.6K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $307,908 | 9.2K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $514,118 | 14.2K | Q4 2025OLDER |
| NATIXIS ADVISORS, LLC$71.9B AUM | 0.02% | $12M | 349.0K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $395,361 | 11.4K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $620,142 | 18.6K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $3M | 79.3K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $608,712 | 18.2K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $3M | 85.1K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $247,915 | 7.4K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $278,517 | 8.0K | Q1 2026 |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.01% | $320,052 | 9.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $241,821 | 7.1K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $226,783 | 6.8K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $255,909 | 7.7K | Q1 2026 |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $201,074 | 5.8K | Q4 2025OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $24,327 | 729 | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.01% | $361,031 | 10.8K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 0.01% | $19,630 | 614 | Q2 2025OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $29,833 | 894 | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $561,293 | 16.8K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $288,283 | 8.6K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $315,280 | 9.4K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $338,000 | 10.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 166.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $134M | 4.01M | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $382,456 | 11.2K | Q3 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 52.4K | Q1 2026 |
| Wellington Grp LLC$300M AUM | 0.01% | $24,740 | 714 | Q1 2026 |
| MOTCO$1.1B AUM | 0.01% | $88,964 | 2.7K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $15,250 | 457 | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $332,643 | 10.0K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $38,352 | 1.1K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $241,365 | 7.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 165.1K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $745,271 | 22.3K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.01% | $574,447 | 17.2K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $252,477 | 7.6K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $186,660 | 5.6K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $136,150 | 4.1K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.01% | $20,189 | 605 | Q1 2026 |
| Callan Family Office, LLC$4.4B AUM | 0.01% | $271,093 | 7.8K | Q4 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $272,555 | 6.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $908,198 | 27.2K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $738,298 | 22.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $75,346 | 2.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $1M | 32.3K | Q4 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $46,273 | 1.4K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 106.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $32M | 960.0K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $37,475 | 1.1K | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $38,642 | 1.2K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $201,622 | 6.0K | Q1 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.00% | $204,539 | 5.9K | Q4 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $19,688 | 590 | Q1 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $237,394 | 7.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $157,006 | 4.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $277,288 | 8.3K | Q1 2026 |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.00% | $208,912 | 6.3K | Q1 2026 |
| Christopher J. Hasenberg, Inc$269M AUM | 0.00% | $8,440 | 264 | Q2 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $48,341 | 1.4K | Q1 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $202,723 | 6.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 47.1K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $36M | 1.13M | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $902,000 | 27.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $19,819 | 580 | Q3 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $23,018 | 680 | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 56.4K | Q2 2025OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.00% | $14,749 | 442 | Q1 2026 |
| AMERICAN NATIONAL BANK & TRUST$1.0B AUM | 0.00% | $21,023 | 630 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $24,693 | 740 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 48.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 35.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $294,257 | 8.8K | Q1 2026 |
| Financial Life Planners$130M AUM | 0.00% | $2,136 | 64 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $56,152 | 1.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $43,897 | 1.3K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $232,789 | 7.0K | Q1 2026 |
| COMMERCE BANK$20.7B AUM | 0.00% | $262,422 | 7.9K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.00% | $40,000 | 1.2K | Q1 2026 |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $2,218 | 64 | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $24,594 | 737 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 50.5K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $10,144 | 304 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 194.3K | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $32,779 | 946 | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $13,381 | 401 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $75,558 | 2.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $644,842 | 19.3K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $93,236 | 2.8K | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $3,904 | 117 | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $32,897 | 1.0K | Q2 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $6,075 | 190 | Q2 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $11,608 | 335 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $14,182 | 425 | Q1 2026 |
| Iron Horse Wealth Management, LLC$339M AUM | 0.00% | $2,142 | 67 | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $115,666 | 3.4K | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $357,059 | 10.7K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $11,317 | 354 | Q2 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $338,000 | 9.8K | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2M | 67.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 122.4K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $278,606 | 8.3K | Q1 2026 |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $12,128 | 350 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $246,569 | 7.1K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $5,840 | 175 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 95.4K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $88,100 | 2.6K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $775,085 | 23.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $265,125 | 7.9K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $232,790 | 7.0K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $10,512 | 315 | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $438,649 | 13.1K | Q1 2026 |
| BOKF, NA$6.5B AUM | 0.00% | $17,019 | 510 | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $2,670 | 80 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $23,226 | 696 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $446,457 | 13.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $870,521 | 26.1K | Q1 2026 |
| Capital International Investors$426.5B AUM | 0.00% | $794,863 | 23.3K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,548 | 75 | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $596,618 | 17.9K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $4,172 | 125 | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $212,543 | 6.1K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $540 | 16 | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $428,103 | 12.8K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $17,893 | 529 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $2,803 | 84 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $200 | 6 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $7,809 | 234 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 48.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $13,815 | 414 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $2,603 | 78 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $14,583 | 437 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.