DIVOAMPLIFY ETF TR
CUSIP 032108409 · Yahoo Finance ↗ · Google Finance ↗
Amplify Etf Tr (DIVO) has 379 institutional holders in Filings Flow’s 13F database, together reporting 78.41M shares worth $3.5B as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Lpl Financial LLC, and Envestnet Asset Management Inc.
Institutional Holders
379
Q1 2026
Reported Value
$3.5B
Ticker
DIVO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Reliant Wealth Planning$331M AUM | 14.35% | $47M | 1.06M | Q1 2026 |
| Hibernia Wealth Partners, LLC$338M AUM | 11.54% | $39M | 870.4K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 10.82% | $34M | 765.9K | Q3 2025OLDER |
| NBZ Investment Advisors LLC$229M AUM | 10.35% | $24M | 528.7K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 8.91% | $55M | 1.23M | Q1 2026 |
| Second Half Financial Partners, LLC$222M AUM | 8.33% | $19M | 412.6K | Q1 2026 |
| Financial Designs Corp$180M AUM | 7.51% | $13M | 300.9K | Q1 2026 |
| Tower Wealth Partners, Inc.$181M AUM | 6.19% | $11M | 249.6K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 5.39% | $13M | 293.5K | Q1 2026 |
| Prostatis Group LLC$391M AUM | 5.38% | $21M | 469.0K | Q1 2026 |
| ForthRight Wealth Management, LLC$353M AUM | 5.31% | $19M | 417.0K | Q1 2026 |
| Carter Financial Group, INC.$162M AUM | 4.99% | $8M | 180.0K | Q1 2026 |
| Prota Financial, LLC$152M AUM | 4.92% | $7M | 153.5K | Q1 2026 |
| SIERRA OCEAN, LLC$122M AUM | 4.71% | $6M | 128.1K | Q1 2026 |
| NCM Capital Management, LLC$279M AUM | 4.43% | $12M | 276.1K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 4.42% | $143M | 3.18M | Q1 2026 |
| RiverTree Advisors, LLC$158M AUM | 4.19% | $7M | 147.6K | Q1 2026 |
| Vantage Financial Partners, LLC$493M AUM | 4.02% | $20M | 445.1K | Q4 2025OLDER |
| OakTrust Wealth Advisors, LLC$110M AUM | 3.89% | $4M | 95.2K | Q1 2026 |
| Stillwater Wealth Management Group$162M AUM | 3.86% | $6M | 139.1K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 3.34% | $15M | 339.0K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 3.33% | $44M | 981.8K | Q1 2026 |
| Good Steward Wealth Advisors,LLC$156M AUM | 3.29% | $5M | 114.2K | Q1 2026 |
| Element Wealth, LLC$242M AUM | 3.14% | $8M | 169.6K | Q1 2026 |
| Clear Trail Advisors, LLC$601M AUM | 2.98% | $18M | 399.1K | Q1 2026 |
| Phoenix Wealth Advisors$253M AUM | 2.98% | $8M | 168.2K | Q1 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 2.93% | $7M | 149.9K | Q1 2026 |
| Farrow Financial, Inc.$176M AUM | 2.91% | $5M | 114.3K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 2.78% | $17M | 386.8K | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 2.67% | $8M | 187.7K | Q1 2026 |
| Baron Financial Group, LLC$210M AUM | 2.55% | $5M | 105.6K | Q1 2026 |
| Welch Financial Planning, LLC$139M AUM | 2.54% | $4M | 78.9K | Q1 2026 |
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 2.51% | $5M | 105.7K | Q1 2026 |
| BNB Wealth Management, LLC$156M AUM | 2.12% | $3M | 73.7K | Q1 2026 |
| Capital Square, LLC$217M AUM | 2.01% | $4M | 95.7K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 1.89% | $2M | 50.1K | Q1 2026 |
| Redwood Family Wealth LLC$102M AUM | 1.77% | $2M | 40.4K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 1.72% | $10M | 228.3K | Q1 2026 |
| Investors Research Corp$523M AUM | 1.70% | $9M | 198.2K | Q1 2026 |
| Allred Capital Management, LLC$275M AUM | 1.65% | $5M | 101.1K | Q1 2026 |
| Ranch Capital Advisors Inc.$277M AUM | 1.54% | $4M | 95.0K | Q1 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 1.50% | $3M | 66.7K | Q1 2026 |
| Stratos Investment Management, LLC$2.5B AUM | 1.30% | $32M | 721.2K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 1.27% | $2M | 34.5K | Q1 2026 |
| AVALON CAPITAL MANAGEMENT$354M AUM | 1.24% | $4M | 97.7K | Q1 2026 |
| Souders Financial Advisors$876M AUM | 1.23% | $11M | 239.5K | Q1 2026 |
| Security National Bank$838M AUM | 1.15% | $8M | 176.2K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 1.09% | $3M | 74.9K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 1.08% | $5M | 112.6K | Q1 2026 |
| BlueChip Wealth Advisors LLC$228M AUM | 1.07% | $2M | 54.5K | Q1 2026 |
| Tannin Capital LLC$138M AUM | 1.01% | $1M | 30.9K | Q1 2026 |
| Cushing Capital Partners, LLC$130M AUM | 0.93% | $1M | 27.1K | Q1 2026 |
| MGB Wealth Management, LLC$350M AUM | 0.93% | $3M | 73.2K | Q4 2025OLDER |
| CAP Partners, LLC$177M AUM | 0.91% | $2M | 36.1K | Q1 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.88% | $1M | 27.6K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.86% | $4M | 95.4K | Q1 2026 |
| Foguth Wealth Management, LLC.$857M AUM | 0.82% | $5M | 118.6K | Q4 2025OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 0.82% | $1M | 28.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.81% | $11M | 248.8K | Q1 2026 |
| Semus Wealth Partners LLC$179M AUM | 0.80% | $1M | 31.9K | Q1 2026 |
| Tulsa Wealth Advisors, INC$570M AUM | 0.76% | $4M | 96.1K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.75% | $2M | 47.9K | Q4 2025OLDER |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.73% | $5M | 108.6K | Q1 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.71% | $3M | 56.9K | Q1 2026 |
| Benchmark Financial Wealth Advisors, LLC$361M AUM | 0.69% | $2M | 55.4K | Q1 2026 |
| TritonPoint Partners, LLC$272M AUM | 0.68% | $2M | 41.5K | Q1 2026 |
| Centric Wealth Management$501M AUM | 0.68% | $3M | 75.2K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.67% | $8M | 183.5K | Q1 2026 |
| Alchemi Wealth, LLC$180M AUM | 0.67% | $1M | 26.8K | Q1 2026 |
| Illumine Investment Management, LLC$130M AUM | 0.64% | $834,209 | 18.6K | Q1 2026 |
| Meridian Wealth Advisors, LLC$756M AUM | 0.63% | $5M | 105.4K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.62% | $5M | 111.9K | Q1 2026 |
| White Knight Strategic Wealth Advisors, LLC$119M AUM | 0.59% | $701,557 | 15.6K | Q1 2026 |
| CWC Advisors, LLC.$210M AUM | 0.58% | $1M | 27.3K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.56% | $987,948 | 22.0K | Q1 2026 |
| Carson Advisory Inc.$193M AUM | 0.55% | $1M | 23.6K | Q1 2026 |
| Key Client Fiduciary Advisors, LLC$347M AUM | 0.52% | $2M | 34.1K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.52% | $957,022 | 21.3K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.51% | $3M | 63.3K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.49% | $11M | 246.9K | Q1 2026 |
| RDA Financial Network$459M AUM | 0.48% | $2M | 42.9K | Q1 2026 |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.48% | $3M | 72.1K | Q1 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.48% | $591,637 | 13.2K | Q1 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.46% | $1M | 22.4K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.46% | $6M | 141.8K | Q1 2026 |
| Alliance Wealth Advisors, LLC$308M AUM | 0.45% | $1M | 22.8K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.44% | $675,829 | 15.1K | Q1 2026 |
| NewCorp Financial Services, Inc.$115M AUM | 0.44% | $509,586 | 11.4K | Q1 2026 |
| SPC Financial, Inc.$1.3B AUM | 0.44% | $6M | 126.8K | Q3 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.43% | $7M | 165.1K | Q1 2026 |
| MUIRFIELD WEALTH ADVISORS LLC$136M AUM | 0.42% | $572,591 | 12.8K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.41% | $3M | 56.4K | Q1 2026 |
| Peak Planning Group, LLC$228M AUM | 0.39% | $1M | 31.3K | Q4 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.38% | $3M | 69.3K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 0.38% | $1M | 28.4K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.38% | $15M | 340.7K | Q1 2026 |
| MidWestOne Financial Group, Inc.$900M AUM | 0.38% | $3M | 76.3K | Q4 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.36% | $2M | 41.2K | Q1 2026 |
| BFI Infinity Ltd.$178M AUM | 0.36% | $643,867 | 14.4K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.34% | $7M | 149.1K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.34% | $4M | 99.3K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.31% | $5M | 116.8K | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 0.31% | $414,772 | 9.2K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.31% | $7M | 154.6K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.31% | $2M | 49.5K | Q1 2026 |
| BOS Asset Management, LLC$392M AUM | 0.31% | $1M | 26.7K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.30% | $1M | 26.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.29% | $14M | 319.2K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.29% | $7M | 145.5K | Q1 2026 |
| Ethos Capital Management, Inc.$117M AUM | 0.29% | $333,509 | 7.4K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.28% | $1M | 25.7K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.28% | $2M | 41.2K | Q1 2026 |
| Cannon Wealth Management Services, LLC$148M AUM | 0.28% | $413,751 | 9.2K | Q1 2026 |
| Capasso Planning Partners LLC$185M AUM | 0.27% | $493,968 | 11.0K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.26% | $6M | 137.0K | Q1 2026 |
| Stegent Equity Advisors, Inc.$117M AUM | 0.25% | $296,279 | 6.6K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.24% | $454,107 | 10.1K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.24% | $774M | 17.26M | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.23% | $18M | 407.7K | Q1 2026 |
| Three Magnolias Financial Advisors, LLC$157M AUM | 0.23% | $327,380 | 7.7K | Q3 2025OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.23% | $650,995 | 14.5K | Q1 2026 |
| SHARPEPOINT LLC$168M AUM | 0.23% | $380,029 | 8.5K | Q1 2026 |
| 1858 WEALTH MANAGEMENT, LLC$142M AUM | 0.23% | $321,795 | 7.2K | Q3 2025OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.23% | $354,584 | 7.9K | Q1 2026 |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.22% | $13M | 296.1K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.21% | $7M | 153.6K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.21% | $4M | 83.6K | Q1 2026 |
| Riverbend Wealth Management, LLC$175M AUM | 0.20% | $355,875 | 7.9K | Q1 2026 |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.20% | $568,653 | 12.7K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.20% | $4M | 99.2K | Q1 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.20% | $2M | 40.7K | Q1 2026 |
| Ballast, Inc.$432M AUM | 0.20% | $484,219 | 11.4K | Q2 2025OLDER |
| Sollinda Capital Management LLC$412M AUM | 0.20% | $759,688 | 17.9K | Q2 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.20% | $7M | 164.4K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.19% | $242,863 | 5.4K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.19% | $293,229 | 6.5K | Q1 2026 |
| L2 Asset Management, LLC$1.1B AUM | 0.19% | $1M | 27.2K | Q2 2025OLDER |
| Moran Wealth Management, LLC$3.3B AUM | 0.19% | $6M | 137.6K | Q1 2026 |
| Claris Financial LLC$183M AUM | 0.19% | $344,717 | 7.7K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.19% | $3M | 58.6K | Q1 2026 |
| OneAscent Wealth Management LLC$302M AUM | 0.18% | $551,790 | 12.3K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.18% | $2M | 55.7K | Q1 2026 |
| HF Advisory Group, LLC$323M AUM | 0.18% | $527,628 | 11.8K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.18% | $471,153 | 10.5K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.18% | $32M | 710.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.18% | $86M | 1.94M | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.17% | $342,744 | 7.6K | Q1 2026 |
| Aspire Growth Partners LLC$146M AUM | 0.17% | $240,565 | 5.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.16% | $5M | 107.1K | Q1 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.16% | $265,388 | 5.9K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.16% | $9M | 194.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.16% | $9M | 191.4K | Q1 2026 |
| SFMG, LLC$1.5B AUM | 0.15% | $2M | 50.0K | Q1 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 0.15% | $700,353 | 15.6K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.14% | $6M | 138.8K | Q1 2026 |
| Alpine Bank Wealth Management$688M AUM | 0.14% | $985,265 | 22.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.14% | $19M | 428.9K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.14% | $8M | 184.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.14% | $28M | 613.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.14% | $30M | 660.1K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.14% | $14M | 311.4K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.14% | $4M | 83.0K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.14% | $2M | 39.7K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.13% | $4M | 90.0K | Q1 2026 |
| Sun Financial Inc$200M AUM | 0.13% | $261,417 | 5.7K | Q1 2026 |
| Horizon Advisory Services, Inc.$195M AUM | 0.13% | $257,433 | 5.8K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.13% | $3M | 58.6K | Q1 2026 |
| Sage Advisory Services, Ltd.Co.$183M AUM | 0.13% | $230,000 | 5.1K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.12% | $5M | 125.5K | Q2 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.12% | $5M | 113.4K | Q1 2026 |
| Principle Wealth Partners LLC$1.7B AUM | 0.12% | $2M | 44.9K | Q1 2026 |
| Dynamic Wealth Strategies, LLC$173M AUM | 0.11% | $197,026 | 4.4K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.11% | $2M | 36.9K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.11% | $2M | 53.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.11% | $6M | 126.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.11% | $1M | 26.3K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.11% | $9M | 197.5K | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.11% | $479,043 | 10.7K | Q1 2026 |
| DENVER WEALTH MANAGEMENT, INC.$291M AUM | 0.11% | $312,795 | 7.0K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.11% | $422,500 | 9.4K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.10% | $314,420 | 7.0K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.10% | $1M | 25.6K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.10% | $97M | 2.15M | Q1 2026 |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 0.10% | $214,302 | 4.8K | Q3 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.10% | $4M | 93.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.10% | $367M | 8.19M | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.09% | $157,942 | 3.5K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 0.09% | $405,631 | 9.0K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.09% | $483,248 | 10.8K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.09% | $389,260 | 8.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.09% | $3M | 64.2K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.09% | $746,214 | 16.6K | Q1 2026 |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 0.09% | $294,889 | 6.6K | Q1 2026 |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.09% | $296,146 | 6.6K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.09% | $2M | 34.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.08% | $63M | 1.40M | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.08% | $137,127 | 3.1K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $57M | 1.27M | Q1 2026 |
| TriaGen Wealth Management LLC$366M AUM | 0.08% | $302,725 | 6.8K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.08% | $642,348 | 14.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.08% | $3M | 67.8K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.08% | $724,671 | 16.2K | Q1 2026 |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.08% | $725,205 | 16.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.07% | $2M | 42.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.07% | $27M | 602.7K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.07% | $11M | 245.0K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.07% | $6M | 138.7K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.07% | $18M | 414.8K | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.07% | $1M | 22.6K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.06% | $857,207 | 19.1K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.06% | $276,693 | 6.2K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 0.06% | $306,909 | 6.8K | Q1 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.06% | $527,436 | 11.8K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $1M | 25.6K | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.06% | $121,813 | 2.7K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.06% | $413,708 | 9.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.05% | $5M | 106.1K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $726,707 | 16.2K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.05% | $473,752 | 10.6K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 0.05% | $229,497 | 5.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.05% | $4M | 85.5K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $47M | 1.06M | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.05% | $2M | 41.2K | Q1 2026 |
| CHAPIN DAVIS, INC.$569M AUM | 0.05% | $222,725 | 5.0K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 39.9K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $570,803 | 12.6K | Q4 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.05% | $1M | 30.2K | Q1 2026 |
| Asset Allocation Strategies LLC$563M AUM | 0.05% | $259,039 | 5.8K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.04% | $4M | 79.2K | Q1 2026 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.04% | $230,120 | 5.1K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $1M | 25.4K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $150M | 3.34M | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $684,377 | 15.4K | Q4 2025OLDER |
| Van Hulzen Asset Management, LLC$1.3B AUM | 0.04% | $509,093 | 11.4K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.04% | $41M | 903.5K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.04% | $206,240 | 4.6K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.04% | $231,517 | 5.2K | Q3 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.04% | $371,762 | 8.3K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.03% | $420,828 | 9.4K | Q1 2026 |
| FIDELIS CAPITAL PARTNERS, LLC$1.4B AUM | 0.03% | $473,212 | 10.6K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 46.0K | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.03% | $3M | 55.8K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $767,204 | 17.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 42.0K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.03% | $2M | 40.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 43.9K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.03% | $462,414 | 10.3K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.03% | $273,474 | 6.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $10M | 225.5K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.03% | $527,560 | 11.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 64.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $792,680 | 17.7K | Q1 2026 |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.03% | $854,820 | 19.0K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.03% | $271,641 | 6.1K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $433,903 | 9.7K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.02% | $193,573 | 4.3K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $59,667 | 1.3K | Q1 2026 |
| Midwest Trust Co$8.0B AUM | 0.02% | $2M | 43.8K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.02% | $513,411 | 11.4K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.02% | $209,635 | 4.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.02% | $5M | 103.1K | Q1 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.02% | $43,987 | 980 | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.02% | $207,109 | 4.6K | Q1 2026 |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.02% | $177,471 | 4.0K | Q1 2026 |
| Sepio Capital, LP$1.8B AUM | 0.02% | $395,303 | 8.8K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.02% | $231,719 | 5.2K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 40.3K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.02% | $986,687 | 21.8K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.02% | $201,945 | 4.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $13M | 298.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $3M | 78.1K | Q2 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $35,880 | 800 | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 24.5K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $323,324 | 7.2K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.02% | $702,751 | 15.7K | Q1 2026 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.02% | $2M | 55.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $685,567 | 15.4K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $752,090 | 16.8K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $768,477 | 17.3K | Q1 2026 |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $249,095 | 5.4K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $216,359 | 4.9K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $518,985 | 11.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $80M | 1.78M | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $652,603 | 14.6K | Q1 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM | 0.01% | $390,195 | 8.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 36.9K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $5M | 101.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $714,624 | 16.1K | Q4 2025OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $2M | 51.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 157.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.01% | $8M | 182.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $521,617 | 11.6K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.01% | $20,093 | 448 | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $27,377 | 615 | Q4 2025OLDER |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.01% | $15,993 | 357 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $78M | 1.73M | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $173,640 | 3.9K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 23.5K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $230,302 | 5.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $58M | 1.30M | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $536,364 | 12.0K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $387,515 | 8.6K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $17M | 382.8K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $74,233 | 1.7K | Q1 2026 |
| Friedenthal Financial$217M AUM | 0.01% | $19,491 | 438 | Q4 2025OLDER |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $17,466 | 389 | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $316,866 | 7.1K | Q1 2026 |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $3M | 69.1K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 50.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $248,359 | 5.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 50.5K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $180,940 | 4.0K | Q1 2026 |
| Capital Wealth Planning, LLC$18.1B AUM | 0.01% | $2M | 33.5K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $743,526 | 16.6K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $214,666 | 4.8K | Q1 2026 |
| IFS Advisors, LLC$194M AUM | 0.01% | $15,174 | 341 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $130M | 2.93M | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $794,921 | 17.7K | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.01% | $30,274 | 675 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $67,275 | 1.5K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $536,520 | 12.0K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $5,914 | 139 | Q2 2025OLDER |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.01% | $8,510 | 200 | Q2 2025OLDER |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $232,990 | 5.2K | Q3 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $255,373 | 5.7K | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.01% | $95,531 | 2.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 65.3K | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.01% | $671,127 | 15.0K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $40,321 | 899 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $147,601 | 3.3K | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $12,334 | 275 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $43,010 | 965 | Q3 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $25,587 | 575 | Q4 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $22,425 | 500 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4M | 95.7K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $384,454 | 8.6K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $5M | 116.1K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $2M | 42.3K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $59,764 | 1.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 24.0K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $52,116 | 1.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 51.6K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $52,699 | 1.2K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $215,722 | 4.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $16M | 362.7K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $34,433 | 768 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $29,839 | 665 | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $217,836 | 4.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $53,400 | 1.2K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $802,775 | 17.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $445,801 | 9.9K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $1M | 28.4K | Q2 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $26,058 | 581 | Q1 2026 |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $11,213 | 250 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 28.8K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $309,316 | 6.9K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $26,157 | 583 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $341,039 | 7.6K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $211,109 | 4.7K | Q1 2026 |
| SWAN Capital LLC$272M AUM | 0.00% | $4,844 | 108 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $23M | 510.6K | Q1 2026 |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $14,577 | 325 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $193,132 | 4.3K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $4,485 | 100 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $118,943 | 2.7K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $986,891 | 22.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $2M | 37.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 53.9K | Q1 2026 |
| Morse Asset Management, Inc$481M AUM | 0.00% | $4,485 | 100 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $5,113 | 114 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $159,621 | 3.6K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $20,292 | 452 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $402,004 | 9.0K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $15,967 | 356 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $488,494 | 10.9K | Q1 2026 |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $7,695 | 171 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1M | 33.3K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $224,550 | 5.0K | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $4,636 | 104 | Q3 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $1,149 | 25 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $407,693 | 9.1K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $59,023 | 1.3K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $1,000 | 30 | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $8,346 | 186 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $3,787 | 89 | Q2 2025OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $4,485 | 100 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $4,664 | 104 | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $289,784 | 6.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $363,299 | 8.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 55.8K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $12,060 | 271 | Q4 2025OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $764 | 17 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $7,490 | 167 | Q1 2026 |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $12,765 | 300 | Q2 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $15,664 | 352 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $57,941 | 1.3K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 91.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 45.3K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $12,334 | 275 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $550,686 | 12.3K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $307,357 | 6.9K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $11,616 | 259 | Q1 2026 |
| Mountain Hill Investment Partners Corp.$169M AUM | 0.00% | $237 | 5 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $7,266 | 162 | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $256,318 | 5.7K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $706,348 | 15.9K | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $149,215 | 3.3K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $352,800 | 7.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $685,834 | 15.4K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $527,974 | 11.8K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,741 | 150 | Q1 2026 |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $33 | 1 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,997 | 156 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $174,646 | 3.9K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1,104 | 26 | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $33 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.