DIHPDIMENSIONAL ETF TRUST
CUSIP 25434V765 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DIHP) has 350 institutional holders in Filings Flow’s 13F database, together reporting 163.72M shares worth $5.4B as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Savant Capital, LLC, and Focus Partners Wealth.
Institutional Holders
350
Q1 2026
Reported Value
$5.4B
Ticker
DIHP
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Premier Financial Group$587M AUM | 35.94% | $211M | 641.7K | Q1 2026OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 10.12% | $15M | 427.3K | Q1 2026OLDER |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 9.75% | $55M | 1.71M | Q1 2026OLDER |
| Meredith Wealth Planning$369M AUM | 6.32% | $23M | 723.5K | Q1 2026OLDER |
| Planning Center, Inc.$987M AUM | 5.96% | $59M | 1.83M | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 5.58% | $13M | 412.8K | Q3 2025OLDER |
| GREAT OAK CAPITAL PARTNERS, LLC$430M AUM | 5.53% | $24M | 703.9K | Q1 2026OLDER |
| Oceanside Advisors LLC$175M AUM | 5.24% | $9M | 285.1K | Q1 2026OLDER |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC$350M AUM | 5.14% | $18M | 557.3K | Q1 2026OLDER |
| Grunden Financial Advisory, Inc.$256M AUM | 5.08% | $13M | 410.4K | Q4 2025OLDER |
| High Probability Advisors, LLC$781M AUM | 5.04% | $39M | 1.22M | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 5.00% | $14M | 429.0K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 4.96% | $40M | 1.24M | Q1 2026OLDER |
| Clarius Group, LLC$1.8B AUM | 4.93% | $86M | 2.72M | Q4 2025OLDER |
| CogentBlue Wealth Advisors, LLC$149M AUM | 4.84% | $7M | 223.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 4.53% | $937M | 29.10M | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 4.47% | $14M | 415.8K | Q2 2026 |
| Kaufman Rossin Wealth, LLC$174M AUM | 4.42% | $8M | 239.1K | Q1 2026OLDER |
| 25 LLC$324M AUM | 4.40% | $14M | 443.3K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 4.22% | $77M | 2.40M | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 4.10% | $15M | 459.1K | Q1 2026OLDER |
| Trailhead Planners LLC$104M AUM | 3.96% | $4M | 128.0K | Q1 2026OLDER |
| FAMILY WEALTH PARTNERS, LLC$293M AUM | 3.88% | $11M | 353.1K | Q1 2026OLDER |
| Petersen Hastings Wealth Advisors Inc.$1.1B AUM | 3.73% | $41M | 1.26M | Q1 2026OLDER |
| MB Generational Wealth, LLC$181M AUM | 3.60% | $7M | 201.9K | Q1 2026OLDER |
| Meritas Wealth Management, LLC$221M AUM | 3.40% | $8M | 233.6K | Q1 2026OLDER |
| Timonier Family Office, LTD.$315M AUM | 3.19% | $10M | 317.0K | Q4 2025OLDER |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$174M AUM | 2.94% | $5M | 159.3K | Q1 2026OLDER |
| HMV Wealth Advisors, LLC$213M AUM | 2.94% | $6M | 194.2K | Q1 2026OLDER |
| Emprise Bank$271M AUM | 2.89% | $8M | 230.1K | Q2 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 2.85% | $166M | 5.14M | Q1 2026OLDER |
| Forum Financial Management, LP$7.1B AUM | 2.85% | $202M | 6.26M | Q1 2026OLDER |
| Optimus Capital Advisors, LLC$169M AUM | 2.81% | $5M | 147.7K | Q2 2026 |
| CLARIS ADVISORS, LLC / MO /$334M AUM | 2.79% | $9M | 289.3K | Q1 2026OLDER |
| United Wealth Management, LLC$402M AUM | 2.74% | $11M | 341.6K | Q1 2026OLDER |
| Binnacle Investments Inc$170M AUM | 2.47% | $4M | 138.2K | Q3 2025OLDER |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$634M AUM | 2.43% | $15M | 478.6K | Q1 2026OLDER |
| HBE Wealth Management, LLC$115M AUM | 2.41% | $3M | 85.9K | Q1 2026OLDER |
| Three Arch Wealth Management LLC$556M AUM | 2.41% | $13M | 415.4K | Q1 2026OLDER |
| Wealth Advisors Northwest LLC$238M AUM | 2.40% | $6M | 177.7K | Q1 2026OLDER |
| SB Capital Management Inc$273M AUM | 2.29% | $6M | 197.1K | Q4 2025OLDER |
| TCI Wealth Advisors, Inc.$1.9B AUM | 2.29% | $43M | 1.34M | Q1 2026OLDER |
| Kane Co Wealth Management, Inc.$119M AUM | 2.27% | $3M | 83.5K | Q1 2026OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 2.22% | $21M | 639.7K | Q1 2026OLDER |
| Vestment Financial LLC$212M AUM | 2.18% | $5M | 135.3K | Q1 2026OLDER |
| Corus Family Wealth Advisors$123M AUM | 2.10% | $3M | 80.1K | Q1 2026OLDER |
| Foundry Financial LLC$236M AUM | 2.05% | $5M | 150.4K | Q1 2026OLDER |
| Sanchez Levi Garrett$159M AUM | 2.04% | $3M | 100.8K | Q1 2026OLDER |
| Foundation Wealth Management, LLC\PA$284M AUM | 1.98% | $6M | 174.0K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 1.94% | $4M | 124.5K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 1.94% | $4M | 111.5K | Q1 2026OLDER |
| Generations Wealth, LLC$103M AUM | 1.88% | $2M | 60.2K | Q1 2026OLDER |
| MASTER'S WEALTH MANAGEMENT INC.$295M AUM | 1.88% | $6M | 172.1K | Q1 2026OLDER |
| Applied Capital LLC$268M AUM | 1.84% | $5M | 152.6K | Q1 2026OLDER |
| Brady Martz Wealth Solutions, LLC$587M AUM | 1.81% | $11M | 329.6K | Q1 2026OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 1.81% | $8M | 262.6K | Q1 2026OLDER |
| E-Wealth Partners, LLC$124M AUM | 1.76% | $2M | 67.6K | Q2 2026 |
| My Personal CFO, LLC$228M AUM | 1.75% | $5M | 148.8K | Q3 2025OLDER |
| Disciplined Investments, LLC$279M AUM | 1.67% | $5M | 144.5K | Q1 2026OLDER |
| INTREPID CAPITAL MANAGEMENT INC$261M AUM | 1.63% | $4M | 131.9K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 1.63% | $178M | 5.53M | Q1 2026OLDER |
| PBMares Wealth Management LLC$617M AUM | 1.60% | $10M | 324.3K | Q3 2025OLDER |
| Foster Group, Inc.$3.8B AUM | 1.59% | $60M | 1.75M | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 1.54% | $1.0B | 32.33M | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 1.46% | $13M | 397.6K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 1.40% | $2M | 51.6K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 1.35% | $10M | 315.0K | Q1 2026OLDER |
| Torren Management, LLC$201M AUM | 1.32% | $3M | 82.5K | Q1 2026OLDER |
| BluePrint Investing LLC$126M AUM | 1.32% | $2M | 51.4K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 1.23% | $9M | 289.3K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 1.15% | $7M | 236.9K | Q3 2025OLDER |
| Discipline Wealth Solutions, LLC$950M AUM | 1.14% | $11M | 336.1K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 1.11% | $19M | 544.7K | Q1 2026OLDER |
| CPA Asset Management Group, LLC$347M AUM | 1.10% | $4M | 111.5K | Q2 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 1.09% | $7M | 209.5K | Q1 2026OLDER |
| Strategent Financial, LLC$147M AUM | 1.09% | $2M | 49.6K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 1.08% | $4M | 115.9K | Q4 2025OLDER |
| Friday Financial$373M AUM | 1.06% | $4M | 115.8K | Q2 2026 |
| BetterWealth, LLC$510M AUM | 1.04% | $5M | 165.0K | Q1 2026OLDER |
| DOPKINS WEALTH MANAGEMENT, LLC$249M AUM | 1.03% | $3M | 79.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 1.02% | $101M | 3.15M | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 1.01% | $72M | 2.10M | Q2 2026 |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 1.00% | $8M | 248.7K | Q1 2026OLDER |
| Belleair Asset Management, LLC$110M AUM | 0.99% | $1M | 33.8K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.95% | $170M | 5.28M | Q1 2026OLDER |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.94% | $6M | 194.6K | Q1 2026OLDER |
| SENTINEL WEALTH MANAGEMENT, INC.$125M AUM | 0.93% | $1M | 36.0K | Q1 2026OLDER |
| Approach Retirement Advisors, LLC$120M AUM | 0.82% | $986,062 | 30.6K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.81% | $4M | 136.7K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.80% | $26M | 795.5K | Q1 2026OLDER |
| Everest Management Corp.$197M AUM | 0.77% | $2M | 47.3K | Q1 2026OLDER |
| Midwest Heritage Bank, FSB$312M AUM | 0.77% | $2M | 74.5K | Q1 2026OLDER |
| BDFS Capital LLC$208M AUM | 0.76% | $2M | 48.7K | Q1 2026OLDER |
| Abel Hall, LLC$469M AUM | 0.73% | $3M | 106.5K | Q1 2026OLDER |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC$163M AUM | 0.72% | $1M | 36.6K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.71% | $60M | 1.85M | Q1 2026OLDER |
| Efficient Advisors, LLC$1.4B AUM | 0.68% | $10M | 297.7K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.68% | $1M | 38.6K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.67% | $2M | 60.4K | Q1 2026OLDER |
| WorthPointe, LLC$369M AUM | 0.65% | $2M | 74.5K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.63% | $1M | 36.1K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 0.61% | $3M | 103.0K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.60% | $2M | 62.8K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.59% | $2M | 70.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.57% | $509M | 15.52M | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.54% | $3M | 102.2K | Q1 2026OLDER |
| POINCIANA ADVISORS GROUP, LLC$127M AUM | 0.53% | $669,048 | 20.8K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.51% | $2M | 54.3K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.50% | $2M | 73.2K | Q1 2026OLDER |
| Vistica Wealth Advisors, LLC$100M AUM | 0.49% | $494,416 | 15.3K | Q1 2026OLDER |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC$167M AUM | 0.49% | $823,231 | 25.6K | Q1 2026OLDER |
| Daner Wealth Management, LLC$170M AUM | 0.49% | $831,215 | 24.4K | Q1 2026OLDER |
| Parkwoods Wealth Partners, LLC$408M AUM | 0.49% | $2M | 61.7K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.49% | $5M | 169.4K | Q1 2026OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.47% | $2M | 59.9K | Q1 2026OLDER |
| Austin Asset Management Co Inc$608M AUM | 0.46% | $3M | 87.3K | Q1 2026OLDER |
| RIVERCHASE WEALTH MANAGEMENT, LLC$192M AUM | 0.45% | $859,662 | 26.7K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.44% | $11M | 335.6K | Q2 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.43% | $4M | 115.6K | Q1 2026OLDER |
| WEALTHSPAN PARTNERS, LLC$284M AUM | 0.42% | $1M | 37.3K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 0.40% | $646,283 | 20.1K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.38% | $2M | 74.6K | Q1 2026OLDER |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.1B AUM | 0.37% | $4M | 122.6K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.36% | $770,541 | 23.9K | Q1 2026OLDER |
| KEB ASSET MANAGEMENT, LLC$522M AUM | 0.35% | $2M | 57.2K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 0.34% | $794,999 | 24.7K | Q1 2026OLDER |
| FORTERIS WEALTH MANAGEMENT INC.$104M AUM | 0.33% | $349,941 | 10.9K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.32% | $2M | 55.7K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.31% | $2M | 68.5K | Q1 2026OLDER |
| Donalies Financial Planning, LLC$117M AUM | 0.30% | $347,074 | 10.8K | Q1 2026OLDER |
| SC&H Financial Advisors, Inc.$663M AUM | 0.29% | $2M | 60.5K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.29% | $1M | 37.4K | Q2 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.28% | $7M | 231.6K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.27% | $3M | 102.3K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.26% | $711,938 | 22.1K | Q1 2026OLDER |
| Lauterbach Financial Advisors, LLC$205M AUM | 0.26% | $530,116 | 16.5K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.24% | $676,391 | 21.0K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.23% | $694,319 | 21.9K | Q4 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.22% | $8M | 231.9K | Q2 2026 |
| Everest Financial Group LLC$607M AUM | 0.22% | $1M | 40.9K | Q1 2026OLDER |
| Landing Point Financial Group, LLC$206M AUM | 0.21% | $442,771 | 13.7K | Q1 2026OLDER |
| Evanson Financial, LLC$2.0B AUM | 0.21% | $4M | 127.4K | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLC$5.3B AUM | 0.21% | $11M | 335.5K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.21% | $1M | 43.2K | Q1 2026OLDER |
| First Financial Group Corp$122M AUM | 0.20% | $248,643 | 7.7K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.20% | $4M | 117.0K | Q1 2026OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.20% | $348,620 | 10.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.20% | $7M | 232.3K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 0.20% | $232,362 | 7.1K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.19% | $367,287 | 11.4K | Q1 2026OLDER |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.19% | $300,935 | 9.3K | Q1 2026OLDER |
| Excelsior Advisor Network LLC$263M AUM | 0.19% | $492,617 | 15.3K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.18% | $1M | 43.3K | Q2 2026 |
| Cascade Wealth Advisors, Inc$228M AUM | 0.18% | $400,441 | 11.7K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.18% | $4M | 112.1K | Q1 2026OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.18% | $775,328 | 24.1K | Q1 2026OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.17% | $256,625 | 8.4K | Q1 2026OLDER |
| GEM Asset Management, LLC$227M AUM | 0.17% | $383,284 | 11.9K | Q1 2026OLDER |
| Capstone Wealth Management, LLC$143M AUM | 0.17% | $241,482 | 7.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.17% | $15M | 466.1K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.16% | $432,650 | 13.3K | Q1 2026OLDER |
| Ballast Rock Private Wealth LLC$181M AUM | 0.15% | $279,324 | 8.7K | Q1 2026OLDER |
| Ifrah Financial Services, Inc.$378M AUM | 0.15% | $565,011 | 17.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.13% | $6M | 178.9K | Q1 2026OLDER |
| SCRATCH CAPITAL LLC$175M AUM | 0.13% | $202,814 | 6.4K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.13% | $2M | 71.2K | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.13% | $337,537 | 10.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.13% | $13M | 410.5K | Q1 2026OLDER |
| DOVER ADVISORS, LLC$242M AUM | 0.13% | $304,479 | 9.4K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 0.12% | $212,685 | 6.6K | Q1 2026OLDER |
| Aerodigm Wealth, LLC$266M AUM | 0.12% | $318,656 | 9.9K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.12% | $1M | 45.6K | Q1 2026OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.12% | $312,611 | 9.7K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.12% | $312,611 | 9.7K | Q1 2026OLDER |
| Shearwater Capital LLC$209M AUM | 0.11% | $238,124 | 7.0K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.11% | $10M | 321.4K | Q1 2026OLDER |
| Lynx Investment Advisory$209M AUM | 0.11% | $232,694 | 7.2K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.11% | $568,103 | 17.6K | Q1 2026OLDER |
| DIXON FNANCIAL SERVICES, INC.$223M AUM | 0.10% | $233,015 | 7.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.10% | $6M | 201.2K | Q1 2026OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.10% | $284,028 | 8.3K | Q2 2026 |
| Global Financial Private Client, LLC$306M AUM | 0.10% | $309,924 | 9.6K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.10% | $587,930 | 19.3K | Q3 2025OLDER |
| Index Fund Advisors, Inc.$2.2B AUM | 0.09% | $2M | 65.3K | Q1 2026OLDER |
| Westmount Partners, LLC$457M AUM | 0.09% | $349,587 | 10.8K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.09% | $809,302 | 25.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.08% | $6M | 182.7K | Q3 2025OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.08% | $1M | 46.1K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.08% | $98,368 | 3.1K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.08% | $493,064 | 15.1K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.08% | $1M | 32.4K | Q4 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.07% | $14M | 427.1K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.07% | $5M | 164.5K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.07% | $209,559 | 6.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.07% | $63M | 1.97M | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.06% | $886,952 | 27.5K | Q1 2026OLDER |
| Centennial Bank/AR/$279M AUM | 0.06% | $174,826 | 5.4K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.06% | $43M | 1.35M | Q1 2026OLDER |
| Mattern Wealth Management LLC$513M AUM | 0.06% | $297,004 | 9.2K | Q1 2026OLDER |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.06% | $12M | 379.6K | Q1 2026OLDER |
| Syverson Strege & Co$416M AUM | 0.06% | $238,299 | 7.4K | Q1 2026OLDER |
| Noble Family Wealth, LLC$484M AUM | 0.06% | $275,288 | 8.5K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 0.06% | $208,560 | 6.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.06% | $2M | 56.9K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.06% | $3M | 94.0K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.06% | $211,768 | 6.9K | Q3 2025OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.06% | $209,043 | 6.5K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.05% | $322,973 | 10.0K | Q1 2026OLDER |
| EnRich Financial Partners LLC$377M AUM | 0.05% | $203,920 | 6.3K | Q1 2026OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.05% | $230,051 | 7.1K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.05% | $61,866 | 1.7K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.05% | $665,278 | 19.5K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.05% | $13M | 395.6K | Q1 2026OLDER |
| Arlington Financial Advisors, LLC$702M AUM | 0.05% | $350,059 | 11.5K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $7M | 212.0K | Q1 2026OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.05% | $632,956 | 19.6K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $445,734 | 13.1K | Q2 2026 |
| Rehmann Capital Advisory Group$1.9B AUM | 0.05% | $942,862 | 29.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.05% | $9M | 277.7K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.05% | $833,467 | 25.9K | Q1 2026OLDER |
| Bedel Financial Consulting, Inc.$888M AUM | 0.05% | $415,707 | 12.9K | Q1 2026OLDER |
| Vishria Bird Financial Group, LLC$510M AUM | 0.05% | $235,045 | 7.7K | Q3 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.05% | $330,233 | 10.2K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $200,763 | 6.2K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.04% | $513,071 | 15.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.04% | $6M | 171.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.04% | $4M | 113.2K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.04% | $195,383 | 6.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.04% | $2M | 66.1K | Q4 2025OLDER |
| MATAURO, LLC$692M AUM | 0.04% | $272,748 | 8.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $142M | 4.40M | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 153.0K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.04% | $1M | 39.9K | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.04% | $453,877 | 14.1K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $4M | 110.9K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $439,216 | 13.6K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.03% | $86M | 2.68M | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.03% | $36,280 | 1.1K | Q1 2026OLDER |
| Running Point Capital Advisors, LLC$367M AUM | 0.03% | $115,134 | 3.6K | Q4 2025OLDER |
| O'Brien Wealth Partners LLC$756M AUM | 0.03% | $237,171 | 7.5K | Q4 2025OLDER |
| Factor Wealth Management LTD$661M AUM | 0.03% | $207,078 | 6.1K | Q2 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $237,081 | 7.8K | Q3 2025OLDER |
| CGN Advisors LLC$1.4B AUM | 0.03% | $382,450 | 12.1K | Q4 2025OLDER |
| LAM GROUP, INC.$182M AUM | 0.03% | $55,096 | 1.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $26M | 799.0K | Q1 2026OLDER |
| STRATEGIC ADVISORY PARTNERS, LLC$127M AUM | 0.03% | $36,119 | 1.1K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.03% | $63,860 | 2.0K | Q1 2026OLDER |
| American Capital Advisory, LLC$248M AUM | 0.03% | $67,018 | 2.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $311,595 | 9.1K | Q2 2026 |
| Operose Advisors LLC$431M AUM | 0.03% | $114,477 | 3.6K | Q1 2026OLDER |
| Unison Advisors LLC$1.3B AUM | 0.03% | $340,493 | 10.6K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.03% | $753,241 | 23.8K | Q4 2025OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.03% | $104,941 | 3.3K | Q1 2026OLDER |
| CNB Bank$238M AUM | 0.03% | $59,736 | 1.9K | Q1 2026OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.02% | $46,719 | 1.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.02% | $3M | 86.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $6M | 192.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $110,198 | 3.4K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 190.3K | Q2 2026 |
| AWM CAPITAL, LLC$1.1B AUM | 0.02% | $240,024 | 7.4K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $269,391 | 8.4K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.02% | $522,460 | 17.2K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $381,118 | 11.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 44.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 34.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 63.3K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $506,390 | 15.4K | Q4 2025OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.02% | $284,689 | 9.4K | Q3 2025OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.01% | $23,853 | 740 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.01% | $8M | 250.0K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $378,166 | 11.7K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $299,324 | 9.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 31.9K | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.01% | $6M | 190.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $753,626 | 23.4K | Q1 2026OLDER |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.01% | $557,809 | 18.4K | Q3 2025OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $538,622 | 17.0K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $643,623 | 20.3K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $121,007 | 3.5K | Q2 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 119.6K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $1M | 32.8K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $580,866 | 17.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $283,665 | 8.8K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.01% | $133,262 | 4.1K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $616,823 | 19.1K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.01% | $7M | 210.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 200.4K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.01% | $277,511 | 8.2K | Q1 2026OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.01% | $214,667 | 6.7K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $266,911 | 8.3K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $97,973 | 2.9K | Q2 2026 |
| Zhang Financial LLC$2.9B AUM | 0.01% | $217,190 | 6.9K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $442,740 | 13.8K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $329,836 | 10.2K | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.01% | $147,084 | 4.6K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.01% | $52,500 | 1.6K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $14,203 | 441 | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $245,107 | 7.6K | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.01% | $33,796 | 1.0K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $604,236 | 18.8K | Q1 2026OLDER |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $24,294 | 754 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $191,065 | 5.9K | Q1 2026OLDER |
| Planning Project LLC$398M AUM | 0.01% | $24,825 | 784 | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $249,158 | 7.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $45M | 1.39M | Q1 2026OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $237,272 | 7.8K | Q3 2025OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $220,771 | 6.9K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.01% | $3M | 101.7K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.01% | $14,059 | 444 | Q4 2025OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $10,633 | 330 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $341,178 | 10.6K | Q1 2026OLDER |
| Diversified Trust Co$5.4B AUM | 0.00% | $241,650 | 7.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 97.8K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.00% | $9,118 | 283 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 88.0K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $35,451 | 1.1K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $293,872 | 9.1K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $15,047 | 467 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 367.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.00% | $39,180 | 1.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $91,599 | 2.8K | Q1 2026OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $71,024 | 2.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 441.1K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $558,447 | 18.4K | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $345,920 | 10.7K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $31,833 | 988 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $941,082 | 29.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $84,356 | 2.7K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $298,357 | 9.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 43.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 85.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $14,080 | 437 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 48.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 439.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $761,187 | 23.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $519,647 | 16.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $24,312 | 774 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 153.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 81.4K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.00% | $3,158 | 98 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 52.0K | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $3,818 | 124 | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $10,576 | 334 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $3,544 | 110 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 106.3K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $37,923 | 1.2K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $321,199 | 9.9K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $4,640 | 144 | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $26,453 | 821 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $221,424 | 6.9K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $50,650 | 1.6K | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $1,095 | 34 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $13,983 | 434 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $21,297 | 661 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $6,218 | 193 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $11,398 | 375 | Q3 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $5,098 | 161 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,734 | 209 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $567,104 | 17.6K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $780,852 | 24.2K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $34,669 | 1.1K | Q1 2026OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.00% | $4,125 | 128 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 113.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $6,186 | 192 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 54.8K | Q4 2025OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $226 | 7 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $47,719 | 1.5K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $251,090 | 7.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $95,755 | 3.0K | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $24,791 | 769 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $48,749 | 1.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,124 | 128 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $41,145 | 1.3K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $516,873 | 16.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $3,866 | 120 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $960,629 | 30.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $264,043 | 8.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $446,688 | 13.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $113,028 | 3.5K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $2,159 | 67 | Q1 2026OLDER |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $419 | 13 | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $32 | 1 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $236,850 | 7.4K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.