CGUSUSDCAPITAL GROUP CORE EQUITY ET
CUSIP 14020V108 · Yahoo Finance ↗ · Google Finance ↗
Capital Group Core Equity Et (CGUSUSD) has 409 institutional holders in Filings Flow’s 13F database, together reporting 166.04M shares worth $6.2B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Raymond James Financial Inc.
Institutional Holders
409
Q1 2026
Reported Value
$6.2B
Ticker
CGUSUSD
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Midwest Heritage Bank, FSB$312M AUM | 12.98% | $40M | 1.05M | Q1 2026OLDER |
| Vigil Wealth Management, LLC$124M AUM | 9.48% | $12M | 305.4K | Q1 2026OLDER |
| Entruity Wealth, LLC$147M AUM | 9.03% | $13M | 346.3K | Q1 2026OLDER |
| Challenger Wealth Management$125M AUM | 8.12% | $10M | 264.6K | Q1 2026OLDER |
| Ergawealth Advisors, Inc.$226M AUM | 7.18% | $16M | 422.9K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 6.88% | $19M | 482.4K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 6.17% | $9M | 243.3K | Q1 2026OLDER |
| Burford Brothers, Inc.$244M AUM | 5.76% | $14M | 365.5K | Q1 2026OLDER |
| Cannon Wealth Management Services, LLC$148M AUM | 5.05% | $7M | 194.2K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 4.51% | $8M | 179.2K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 4.37% | $38M | 996.1K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 4.26% | $6M | 161.6K | Q1 2026OLDER |
| Cushing Capital Partners, LLC$130M AUM | 3.67% | $5M | 124.1K | Q1 2026OLDER |
| Worthington Financial Partners, LLC$116M AUM | 3.57% | $4M | 108.3K | Q1 2026OLDER |
| BNB Wealth Management, LLC$156M AUM | 3.36% | $5M | 136.1K | Q1 2026OLDER |
| Capital Group Private Client Services, Inc.$5.9B AUM | 3.30% | $196M | 5.10M | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 2.90% | $21M | 536.2K | Q1 2026OLDER |
| J. Derek Lewis & Associates Inc.$445M AUM | 2.88% | $13M | 333.0K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 2.84% | $7M | 146.5K | Q2 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 2.84% | $14M | 356.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 2.64% | $36M | 939.1K | Q1 2026OLDER |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 2.60% | $3M | 85.8K | Q1 2026OLDER |
| TrueWealth Financial Partners$251M AUM | 2.38% | $3M | 71.6K | Q4 2025OLDER |
| Transcendent Capital Group LLC$219M AUM | 2.30% | $5M | 131.6K | Q1 2026OLDER |
| M.E. ALLISON & CO., INC.$174M AUM | 2.15% | $4M | 83.8K | Q2 2026 |
| Merited Wealth, LLC$121M AUM | 2.06% | $2M | 64.6K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 1.86% | $4M | 107.3K | Q1 2026OLDER |
| Forge Financial Services LLC$987M AUM | 1.69% | $17M | 435.5K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 1.62% | $4M | 96.8K | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 1.53% | $3M | 84.2K | Q1 2026OLDER |
| Compton Financial Group, LLC$453M AUM | 1.51% | $7M | 177.5K | Q1 2026OLDER |
| G&S Capital LLC$285M AUM | 1.47% | $4M | 109.0K | Q1 2026OLDER |
| WJ Wealth Management, LLC$214M AUM | 1.45% | $3M | 80.9K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 1.40% | $4M | 99.8K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 1.35% | $2M | 45.5K | Q4 2025OLDER |
| Olistico Wealth, LLC$234M AUM | 1.30% | $3M | 68.3K | Q2 2026 |
| Latitude Advisors, LLC$218M AUM | 1.22% | $3M | 69.3K | Q1 2026OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 1.11% | $3M | 69.5K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 1.08% | $27M | 690.4K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 1.05% | $106M | 2.75M | Q1 2026OLDER |
| RM Financial Services, LLC$116M AUM | 1.02% | $1M | 30.7K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.98% | $3M | 88.8K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.97% | $2M | 63.8K | Q1 2026OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.97% | $2M | 64.5K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.96% | $23M | 598.7K | Q1 2026OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 0.96% | $3M | 74.8K | Q2 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.95% | $40M | 1.03M | Q1 2026OLDER |
| Capital Management Associates, Inc$442M AUM | 0.81% | $4M | 93.7K | Q1 2026OLDER |
| Armstrong, Fleming & Moore, Inc$236M AUM | 0.81% | $2M | 49.7K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.74% | $13M | 332.0K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.74% | $2M | 56.1K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.70% | $2M | 56.3K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.69% | $3M | 60.8K | Q2 2026 |
| KOM Wealth Management Group, LLC$147M AUM | 0.68% | $1M | 26.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.66% | $89M | 2.31M | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.61% | $51M | 1.33M | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$297M AUM | 0.60% | $2M | 40.1K | Q2 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.58% | $19M | 495.9K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.57% | $902,699 | 23.5K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.57% | $2M | 39.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.56% | $7M | 168.8K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.55% | $10M | 255.4K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.53% | $8M | 218.0K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.52% | $11M | 287.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.50% | $16M | 424.2K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.49% | $9M | 215.8K | Q1 2026OLDER |
| AUCTUS ADVISORS LLC$105M AUM | 0.48% | $510,371 | 13.3K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.48% | $3M | 59.0K | Q2 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.46% | $6M | 157.6K | Q1 2026OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.46% | $2M | 42.3K | Q1 2026OLDER |
| Wealth Science Advisors LLC$225M AUM | 0.46% | $1M | 23.0K | Q2 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.43% | $1M | 37.3K | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.42% | $2M | 47.1K | Q1 2026OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.40% | $4M | 109.4K | Q1 2026OLDER |
| CWS Financial Advisors, LLC$390M AUM | 0.39% | $2M | 40.0K | Q1 2026OLDER |
| Sun Financial Inc$200M AUM | 0.39% | $778,307 | 17.7K | Q1 2026OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.39% | $1M | 33.3K | Q2 2026 |
| Investment Planning Advisors, Inc.$363M AUM | 0.39% | $1M | 36.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.38% | $81M | 2.12M | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.38% | $2M | 52.8K | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.38% | $10M | 247.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.37% | $6M | 160.2K | Q1 2026OLDER |
| Owen LaRue, LLC$261M AUM | 0.37% | $971,658 | 25.3K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.37% | $2M | 64.3K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.37% | $2M | 38.6K | Q2 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.36% | $5M | 118.2K | Q1 2026OLDER |
| Affiance Financial, LLC$695M AUM | 0.36% | $2M | 56.0K | Q2 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.36% | $3M | 70.1K | Q1 2026OLDER |
| Smith Thornton Advisors LLC$199M AUM | 0.36% | $706,489 | 18.4K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.34% | $5M | 121.3K | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 0.34% | $2M | 42.8K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.34% | $16M | 422.8K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.33% | $2M | 52.4K | Q3 2025OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.33% | $5M | 120.9K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.32% | $4M | 94.0K | Q1 2026OLDER |
| Cravens & Co Advisors, LLC$154M AUM | 0.32% | $492,544 | 12.8K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.32% | $8M | 211.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.32% | $114M | 2.96M | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.31% | $9M | 230.3K | Q1 2026OLDER |
| Mission Financial Group, LLC$108M AUM | 0.30% | $324,728 | 8.5K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.29% | $572,911 | 14.9K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.29% | $2M | 60.5K | Q1 2026OLDER |
| LANDAAS & CO /WI /ADV$456M AUM | 0.29% | $1M | 34.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.29% | $1.1B | 28.05M | Q1 2026OLDER |
| tru Independence LLC$202M AUM | 0.28% | $571,263 | 14.9K | Q1 2026OLDER |
| McKinney Capital Management, LLC$116M AUM | 0.28% | $328,875 | 8.6K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.28% | $1M | 37.9K | Q1 2026OLDER |
| CONTINENTAL INVESTORS SERVICES, INC.$106M AUM | 0.28% | $214,291 | 5.3K | Q4 2025OLDER |
| TKG Advisors, LLC$242M AUM | 0.27% | $663,625 | 17.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.27% | $18M | 458.9K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.27% | $2M | 38.3K | Q4 2025OLDER |
| HFG Advisors, Inc.$142M AUM | 0.27% | $381,318 | 9.9K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.27% | $24M | 623.8K | Q1 2026OLDER |
| MRWM Advisors, LLC$184M AUM | 0.26% | $486,627 | 12.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.26% | $12M | 316.9K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.26% | $5M | 139.4K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.26% | $5M | 120.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.26% | $243M | 6.31M | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.26% | $466,649 | 12.1K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.25% | $2M | 45.2K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.25% | $2M | 64.3K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.25% | $2M | 41.0K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.24% | $2M | 39.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.24% | $49M | 1.28M | Q1 2026OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.24% | $7M | 194.2K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.24% | $406,714 | 10.6K | Q1 2026OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.24% | $929,651 | 24.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.23% | $4M | 97.1K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.23% | $380,818 | 9.9K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.23% | $451,683 | 11.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.23% | $163M | 4.25M | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.23% | $6M | 154.9K | Q2 2026 |
| Tribridge Partners Financial LLC$242M AUM | 0.22% | $533,794 | 13.8K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.22% | $304,723 | 7.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.21% | $9M | 224.8K | Q1 2026OLDER |
| NORDEN GROUP LLC$1.0B AUM | 0.21% | $2M | 56.9K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.21% | $3M | 78.0K | Q1 2026OLDER |
| EVERPAR ADVISORS LLC$352M AUM | 0.20% | $718,619 | 16.2K | Q2 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.20% | $542,683 | 14.1K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.20% | $11M | 280.1K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.19% | $2M | 47.0K | Q2 2026 |
| Swisher Financial Concepts, Inc.$179M AUM | 0.19% | $343,478 | 8.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.19% | $15M | 394.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.19% | $13M | 335.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.18% | $11M | 295.5K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.18% | $2M | 47.2K | Q2 2026 |
| CLG LLC$403M AUM | 0.17% | $704,607 | 18.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.17% | $16M | 416.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.17% | $27M | 663.3K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.17% | $1M | 31.0K | Q1 2026OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.17% | $1M | 33.1K | Q3 2025OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.16% | $2M | 39.8K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.16% | $302,068 | 7.1K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 0.16% | $318,579 | 8.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.16% | $44M | 1.14M | Q2 2026 |
| Avant Capital LLC$142M AUM | 0.16% | $222,777 | 5.8K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.16% | $2M | 34.9K | Q2 2026 |
| Prosperity Wealth Management, Inc.$300M AUM | 0.15% | $464,316 | 11.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.15% | $18M | 465.1K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.15% | $360,315 | 8.5K | Q1 2026OLDER |
| HARMONY ASSET MANAGEMENT LLC$327M AUM | 0.15% | $493,198 | 12.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.15% | $40M | 1.03M | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.15% | $653,637 | 17.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.14% | $6M | 162.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.14% | $536M | 13.95M | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.14% | $7M | 180.8K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.14% | $292M | 7.80M | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.14% | $5M | 108.3K | Q2 2026 |
| Worth Financial Advisory Group, LLC$229M AUM | 0.14% | $312,023 | 1.8K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.13% | $2M | 40.7K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.13% | $7M | 190.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.13% | $21M | 559.1K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.13% | $297,049 | 7.7K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.13% | $258,863 | 6.5K | Q3 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.13% | $603,083 | 15.7K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.13% | $629,233 | 16.4K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.12% | $221,910 | 5.6K | Q3 2025OLDER |
| Venture Visionary Partners LLC$3.0B AUM | 0.12% | $4M | 95.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.12% | $69M | 1.79M | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.12% | $508,230 | 13.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.12% | $81M | 2.10M | Q1 2026OLDER |
| Hobart Private Capital, LLC$583M AUM | 0.12% | $687,349 | 15.5K | Q2 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.12% | $6M | 138.6K | Q2 2026 |
| Birchwood Financial Partners, Inc.$104M AUM | 0.12% | $120,935 | 3.1K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.12% | $486,935 | 12.7K | Q1 2026OLDER |
| Rather & Kittrell, Inc.$648M AUM | 0.11% | $742,659 | 19.3K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.11% | $3M | 86.6K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.11% | $1M | 27.3K | Q1 2026OLDER |
| National Wealth Management Group, LLC$269M AUM | 0.11% | $293,260 | 7.6K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.11% | $962,383 | 25.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.11% | $173M | 4.51M | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.11% | $1M | 37.4K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.10% | $1M | 30.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.10% | $338M | 8.80M | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.10% | $51M | 1.32M | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.10% | $1M | 36.9K | Q1 2026OLDER |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.10% | $291,569 | 7.6K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.10% | $788,521 | 20.5K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.10% | $264,368 | 6.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.10% | $18M | 479.7K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 0.10% | $479,783 | 11.9K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.10% | $175,606 | 4.4K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.10% | $5M | 114.7K | Q2 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.10% | $2M | 48.2K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.09% | $226,036 | 5.9K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.09% | $510,450 | 13.3K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.08% | $765,780 | 19.9K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.08% | $7M | 191.8K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.08% | $90M | 2.35M | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.08% | $1M | 29.8K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.08% | $2M | 60.9K | Q1 2026OLDER |
| Faithward Advisors, LLC$701M AUM | 0.08% | $568,105 | 14.8K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.08% | $232,666 | 6.1K | Q1 2026OLDER |
| CIM, LLC$692M AUM | 0.08% | $543,963 | 14.2K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.08% | $2M | 51.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.08% | $49M | 1.28M | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.08% | $361,071 | 9.4K | Q1 2026OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.08% | $367,872 | 9.6K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.07% | $323,343 | 8.4K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.07% | $206,008 | 5.4K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.07% | $414,567 | 9.3K | Q2 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.07% | $1M | 32.8K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.07% | $5M | 129.7K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.07% | $4M | 109.8K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.07% | $2M | 45.3K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.07% | $2M | 44.9K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.07% | $4M | 91.2K | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.06% | $190,228 | 5.0K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 99.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.06% | $5M | 117.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.06% | $23M | 588.6K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.06% | $4M | 98.5K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.06% | $3M | 74.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.06% | $504,482 | 11.3K | Q2 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.06% | $251,943 | 6.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.05% | $7M | 178.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.05% | $5M | 130.7K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.05% | $603,962 | 15.7K | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.05% | $232M | 6.05M | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.05% | $719,127 | 18.7K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $241,259 | 5.4K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.05% | $436,696 | 11.4K | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.05% | $60,896 | 1.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $731,113 | 18.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.05% | $264M | 6.88M | Q2 2026 |
| Aspen Capital Management, LLC$404M AUM | 0.05% | $200,053 | 5.2K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.05% | $1M | 28.7K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.05% | $382,467 | 9.5K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.05% | $3M | 63.4K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.05% | $900,373 | 23.4K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.05% | $96,050 | 2.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.05% | $91,248 | 2.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.05% | $1M | 26.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.05% | $8M | 212.8K | Q1 2026OLDER |
| Balentine LLC$2.5B AUM | 0.05% | $1M | 29.1K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $440,777 | 11.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $47M | 1.24M | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $762,860 | 19.9K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $1M | 33.0K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $20M | 523.0K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 38.5K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.04% | $254,917 | 6.6K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $2M | 34.7K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.04% | $414,466 | 10.8K | Q1 2026OLDER |
| Miller Capital Partners, Inc.$208M AUM | 0.04% | $82,219 | 2.1K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.04% | $3M | 82.6K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.04% | $457,045 | 11.9K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.04% | $215,768 | 5.6K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.04% | $65,157 | 1.7K | Q1 2026OLDER |
| Hexagon Capital Partners LLC$683M AUM | 0.04% | $248,577 | 6.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $995,714 | 25.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.04% | $620,790 | 16.2K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.04% | $311,582 | 7.0K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.04% | $3M | 80.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $942,035 | 24.5K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.03% | $384,968 | 10.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.03% | $2M | 49.1K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.03% | $18M | 477.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.03% | $319,681 | 8.1K | Q3 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $229,490 | 6.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 74.0K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.03% | $200,053 | 5.2K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.03% | $3M | 65.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $600,170 | 15.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $549,618 | 14.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $5M | 139.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $486,872 | 12.1K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 76.2K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $527,699 | 13.7K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.03% | $1M | 27.4K | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.03% | $72,630 | 1.6K | Q2 2026 |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $575,918 | 12.9K | Q2 2026 |
| Financial Perspectives, Inc$358M AUM | 0.02% | $84,998 | 2.2K | Q1 2026OLDER |
| Advance Capital Management, Inc.$2.6B AUM | 0.02% | $619,140 | 16.1K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $434,418 | 11.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $2M | 44.8K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $594,511 | 15.5K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.02% | $212,261 | 5.5K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $306,515 | 8.0K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $329,511 | 7.4K | Q2 2026 |
| CapWealth Advisors, LLC$1.3B AUM | 0.02% | $262,485 | 6.8K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $957,240 | 24.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.02% | $555,630 | 14.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.02% | $7M | 169.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.02% | $2M | 61.0K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $363,492 | 9.5K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 47.3K | Q1 2026OLDER |
| LEE DANNER & BASS INC$1.6B AUM | 0.02% | $279,506 | 7.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $371,912 | 9.7K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.02% | $443,332 | 10.0K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $991,509 | 24.6K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $96M | 2.51M | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $476,485 | 12.4K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $12M | 312.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $270M | 6.72M | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 34.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $3M | 81.5K | Q1 2026OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.01% | $510,245 | 13.3K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $44,092 | 1.1K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.01% | $206,885 | 4.9K | Q1 2026OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $31,179 | 775 | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $40,803 | 1.1K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $572,471 | 14.9K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $243,100 | 6.3K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.01% | $143,191 | 3.7K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $235,748 | 5.9K | Q4 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $340,163 | 8.9K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $513,248 | 13.3K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $391,078 | 10.2K | Q1 2026OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $35,041 | 912 | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $650,272 | 16.9K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.01% | $21,669 | 564 | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $24,051 | 626 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $234,554 | 6.1K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 49.0K | Q2 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.01% | $45,850 | 1.2K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.01% | $13,140 | 342 | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $850,043 | 22.1K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.01% | $203,326 | 5.1K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $65M | 1.70M | Q1 2026OLDER |
| United Community Bank$300M AUM | 0.01% | $28,085 | 731 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $318,349 | 8.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $379,615 | 9.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $538,386 | 14.0K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $313,820 | 8.1K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $251,228 | 6.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $7M | 190.5K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $24,666 | 642 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $225,536 | 5.7K | Q3 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $262,409 | 6.8K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.01% | $1M | 35.3K | Q1 2026OLDER |
| Jackson, Grant Investment Advisers, Inc.$300M AUM | 0.01% | $19,770 | 500 | Q3 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $431,726 | 11.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $84,792 | 2.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $240,471 | 6.3K | Q1 2026OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.01% | $33,195 | 862 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $4M | 108.1K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.00% | $239,087 | 5.9K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3M | 66.3K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $140,809 | 3.7K | Q1 2026OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.00% | $287,651 | 7.5K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $24,205 | 630 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $17,831 | 461 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $874,580 | 22.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $823,146 | 20.5K | Q4 2025OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $94,283 | 2.5K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.00% | $294,122 | 7.3K | Q4 2025OLDER |
| Trust Co$1.1B AUM | 0.00% | $32,273 | 840 | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $206,700 | 5.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 46.7K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38M | 978.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $17,289 | 450 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $34,578 | 900 | Q1 2026OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $358,036 | 9.3K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $4,073 | 106 | Q1 2026OLDER |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.00% | $15,713 | 409 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 39.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $68,061 | 1.5K | Q2 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $978,288 | 25.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $234,708 | 6.1K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $333,754 | 8.7K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $14,331 | 373 | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $12,909 | 336 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $31,540 | 784 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 29.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 39.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $206,362 | 5.1K | Q4 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $4,418 | 115 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $100,315 | 2.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $15M | 411.3K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $5M | 121.7K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $20,678 | 514 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 26.9K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $6,761 | 152 | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $104,503 | 2.7K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $7,684 | 200 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $332,026 | 8.6K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $3,919 | 102 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $12,069 | 300 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $17,036 | 383 | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 84.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $836,972 | 21.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $214,667 | 5.3K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 69.8K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $205,009 | 5.3K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $214,421 | 5.6K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.00% | $384 | 10 | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $2,882 | 75 | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $346 | 9 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $11,757 | 306 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $400,106 | 10.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $888,720 | 23.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $676,230 | 17.6K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $209,720 | 5.3K | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $5,149 | 134 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $23,183 | 603 | Q1 2026OLDER |
| Capital Research Global Investors$644.6B AUM | 0.00% | $557,628 | 14.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $364,915 | 9.2K | Q3 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $7,223 | 188 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 47.5K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $11,295 | 294 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $201,359 | 5.2K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $6,608 | 172 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.