DJTTRUMP MEDIA & TECHNOLOGY GRO
CUSIP 25400Q105 · Yahoo Finance ↗ · Google Finance ↗
Trump Media & Technology Gro (DJT) has 326 institutional holders in Filings Flow’s 13F database, together reporting 58.04M shares worth $537M as of Q1 2026. The largest reported holders are Vanguard Group Inc, Blackrock, Inc., and Vanguard Capital Management LLC.
Institutional Holders
326
Q1 2026
Reported Value
$537M
Ticker
DJT
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Yorkville Advisors Global, LP$155M AUM | 43.69% | $68M | 7.28M | Q1 2026OLDER |
| Shaolin Capital Management LLC$2.7B AUM | 1.46% | $39M | 4.25M | Q1 2026OLDER |
| DRW Securities, LLC$7.2B AUM | 1.17% | $64M | 3.88M | Q3 2025OLDER |
| Anson Funds Management LP$2.3B AUM | 1.15% | $13M | 1.42M | Q1 2026OLDER |
| Creek Drive Management Group LLC$433M AUM | 0.76% | $3M | 250.0K | Q2 2026 |
| Quinn Opportunity Partners LLC$1.9B AUM | 0.42% | $8M | 876.0K | Q1 2026OLDER |
| Alpine Global Management, LLC$668M AUM | 0.41% | $3M | 294.9K | Q1 2026OLDER |
| Arosa Capital Management LP$660M AUM | 0.30% | $2M | 180.0K | Q4 2025OLDER |
| Greenland Capital Management LP$787M AUM | 0.23% | $2M | 165.0K | Q4 2025OLDER |
| AXQ CAPITAL, LP$777M AUM | 0.21% | $557,574 | 34.0K | Q3 2025OLDER |
| CANTOR FITZGERALD, L. P.$6.8B AUM | 0.20% | $14M | 1.48M | Q1 2026OLDER |
| HOHIMER WEALTH MANAGEMENT, LLC$847M AUM | 0.18% | $1M | 76.3K | Q3 2025OLDER |
| SLT Holdings LLC$148M AUM | 0.15% | $232,362 | 17.6K | Q4 2025OLDER |
| SYMMETRY PEAK MANAGEMENT LLC$359M AUM | 0.14% | $528,276 | 39.9K | Q4 2025OLDER |
| Trueblood Wealth Management, LLC$256M AUM | 0.13% | $325,236 | 35.0K | Q1 2026OLDER |
| Hancock Prospecting Pty Ltd$3.3B AUM | 0.12% | $4M | 430.0K | Q1 2026OLDER |
| R Squared Ltd$182M AUM | 0.11% | $265,938 | 16.2K | Q3 2025OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.11% | $450,878 | 48.6K | Q1 2026OLDER |
| Symmetry Investments LP$913M AUM | 0.10% | $928,000 | 100.0K | Q1 2026OLDER |
| RBF Capital, LLC$2.0B AUM | 0.09% | $2M | 160.4K | Q4 2025OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.09% | $3M | 333.8K | Q1 2026OLDER |
| Militia Capital Management LLC$454M AUM | 0.08% | $368,416 | 39.7K | Q2 2026 |
| Sender Co & Partners, Inc.$165M AUM | 0.08% | $171,233 | 12.9K | Q4 2025OLDER |
| EIGHT 31 FINANCIAL, LLC$166M AUM | 0.08% | $128,222 | 13.8K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.08% | $8M | 861.5K | Q1 2026OLDER |
| Sculptor Capital LP$9.6B AUM | 0.07% | $7M | 742.6K | Q1 2026OLDER |
| Capstone Financial Advisors, Inc.$1.9B AUM | 0.07% | $1M | 77.5K | Q3 2025OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.07% | $5M | 493.2K | Q1 2026OLDER |
| Asset One Wealth Management LLC$904M AUM | 0.06% | $549,714 | 56.0K | Q1 2026OLDER |
| INTREPID FAMILY OFFICE LLC$124M AUM | 0.06% | $66,200 | 5.0K | Q4 2025OLDER |
| Vision Retirement, LLC$373M AUM | 0.05% | $193,595 | 14.6K | Q1 2026OLDER |
| HAP TRADING, LLC$1.4B AUM | 0.05% | $655,423 | 1.30M | Q3 2025OLDER |
| Machina Capital S.A.S.$508M AUM | 0.05% | $229,949 | 24.8K | Q1 2026OLDER |
| Garden State Investment Advisory Services LLC$455M AUM | 0.04% | $196,564 | 12.0K | Q3 2025OLDER |
| Clear Street Group Inc.$24.6B AUM | 0.04% | $10M | 1.09M | Q1 2026OLDER |
| Marathon Trading Investment Management LLC$3.7B AUM | 0.04% | $1M | 152.5K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.04% | $62,176 | 6.7K | Q1 2026OLDER |
| State of Wyoming$844M AUM | 0.04% | $316,754 | 34.1K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.04% | $156,756 | 16.9K | Q1 2026OLDER |
| CLIENT 1ST ADVISORY GROUP, LLC$329M AUM | 0.03% | $114,135 | 12.3K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 0.03% | $92,800 | 10.0K | Q1 2026OLDER |
| Skaana Management L.P.$296M AUM | 0.03% | $92,800 | 10.0K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.03% | $692,200 | 52.3K | Q4 2025OLDER |
| Oak Thistle LLC$1.0B AUM | 0.03% | $219,771 | 16.6K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.03% | $532,579 | 57.4K | Q1 2026OLDER |
| Parallax Volatility Advisers, L.P.$38.6B AUM | 0.03% | $11M | 1.17M | Q1 2026OLDER |
| Red Door Wealth Management, LLC$962M AUM | 0.03% | $251,340 | 27.1K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.03% | $92,800 | 10.0K | Q1 2026OLDER |
| WEXFORD CAPITAL LP$690M AUM | 0.02% | $124,320 | 9.4K | Q4 2025OLDER |
| HBK INVESTMENTS L P$9.9B AUM | 0.02% | $2M | 229.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $155,093 | 11.7K | Q4 2025OLDER |
| Cinctive Capital Management LP$1.5B AUM | 0.02% | $383,589 | 29.0K | Q4 2025OLDER |
| CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM | 0.02% | $132,400 | 10.0K | Q4 2025OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.02% | $95,510 | 10.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.02% | $24M | 2.58M | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.02% | $28,651 | 2.2K | Q4 2025OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.01% | $1M | 145.6K | Q2 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $137,391 | 14.8K | Q1 2026OLDER |
| PEAK6 LLC$42.6B AUM | 0.01% | $6M | 604.8K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $664,661 | 50.2K | Q4 2025OLDER |
| Entropy Technologies, LP$2.2B AUM | 0.01% | $238,292 | 25.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $21,363 | 2.3K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.01% | $16,540 | 2.1K | Q2 2026 |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $34,429 | 3.7K | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.01% | $14,570 | 1.6K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $152,410 | 16.4K | Q1 2026OLDER |
| SummitTX Capital, L.P.$3.2B AUM | 0.01% | $249,660 | 26.9K | Q1 2026OLDER |
| Rakuten Securities, Inc.$241M AUM | 0.01% | $21,925 | 1.7K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $822,181 | 88.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.01% | $40M | 4.31M | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $57M | 6.19M | Q1 2026OLDER |
| Interval Partners, LP$3.8B AUM | 0.01% | $342,916 | 25.9K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $215,333 | 23.2K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.01% | $27,840 | 3.0K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $1M | 159.3K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.01% | $18,801 | 2.0K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $638,882 | 68.8K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.01% | $3,548 | 268 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.01% | $3M | 286.2K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $142,680 | 15.4K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.00% | $93,199 | 10.0K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $5M | 349.1K | Q4 2025OLDER |
| ROGCO, LP$300M AUM | 0.00% | $14,068 | 1.5K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $44,999 | 4.8K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $7,053 | 760 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $62,109 | 4.7K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $19,581 | 2.1K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $68M | 7.28M | Q1 2026OLDER |
| Trask Adam Roland$106M AUM | 0.00% | $3,731 | 402 | Q1 2026OLDER |
| St. Johns Investment Management Company, LLC$238M AUM | 0.00% | $8,352 | 900 | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $22M | 2.40M | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 219.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $258,683 | 19.5K | Q4 2025OLDER |
| OPTIMUM INVESTMENT ADVISORS$252M AUM | 0.00% | $8,210 | 500 | Q3 2025OLDER |
| Leonteq Securities AG$2.7B AUM | 0.00% | $47,740 | 1.4K | Q4 2025OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.00% | $3,712 | 400 | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 255.9K | Q1 2026OLDER |
| CAXTON ASSOCIATES LLP$4.4B AUM | 0.00% | $135,980 | 14.7K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $210M | 15.86M | Q4 2025OLDER |
| Tradewinds Capital Management, LLC$504M AUM | 0.00% | $15,322 | 1.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $628,201 | 67.7K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,953 | 426 | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.00% | $100,518 | 10.8K | Q1 2026OLDER |
| Safe Harbor Fiduciary, LLC$105M AUM | 0.00% | $3,032 | 229 | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $213,524 | 23.0K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $68,227 | 7.4K | Q1 2026OLDER |
| AllSquare Wealth Management LLC$189M AUM | 0.00% | $4,975 | 303 | Q4 2025OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.00% | $4,237 | 320 | Q4 2025OLDER |
| Walleye Trading LLC$60.0B AUM | 0.00% | $2M | 167.1K | Q1 2026OLDER |
| Corsicana & Co.$158M AUM | 0.00% | $4,568 | 345 | Q4 2025OLDER |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $22,866 | 2.5K | Q1 2026OLDER |
| RK Capital Management, LLC/FL$2.6B AUM | 0.00% | $320,026 | 19.5K | Q3 2025OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $422,880 | 45.6K | Q1 2026OLDER |
| CAPITAL FUND MANAGEMENT S.A.$22.1B AUM | 0.00% | $881,386 | 66.6K | Q4 2025OLDER |
| Man Group plc$55.1B AUM | 0.00% | $1M | 108.5K | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $4,408 | 475 | Q1 2026OLDER |
| Kentucky Trust Co$191M AUM | 0.00% | $4,640 | 500 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $9M | 1.01M | Q1 2026OLDER |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.00% | $21,697 | 2.3K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,627 | 283 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 221.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.00% | $254,086 | 27.4K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $6,506 | 701 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $5M | 518.3K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.00% | $5,354 | 577 | Q1 2026OLDER |
| Pandora Wealth, Inc.$165M AUM | 0.00% | $3,575 | 270 | Q4 2025OLDER |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM | 0.00% | $1M | 123.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $76,022 | 8.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $12,574 | 1.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $72,153 | 7.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 1.45M | Q1 2026OLDER |
| BAYBAN$115M AUM | 0.00% | $2,320 | 250 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $137,428 | 14.8K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $2M | 203.3K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $2 | 175 | Q4 2025OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $5,172 | 315 | Q4 2025OLDER |
| Jain Global LLC$24.2B AUM | 0.00% | $466,784 | 50.3K | Q1 2026OLDER |
| WFA Asset Management Corp$184M AUM | 0.00% | $3,488 | 217 | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $29M | 3.16M | Q1 2026OLDER |
| 1248 Management, LLC$216M AUM | 0.00% | $3,888 | 419 | Q1 2026OLDER |
| Twin Tree Management, LP$4.7B AUM | 0.00% | $432,142 | 26.3K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $54,965 | 5.9K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $3M | 327.7K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $70M | 7.53M | Q1 2026OLDER |
| Davis Capital Management$148M AUM | 0.00% | $2,543 | 274 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $234,215 | 14.3K | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $36,842 | 4.0K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 127.7K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $267,459 | 28.8K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $170,346 | 12.9K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $23,429 | 2.6K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.00% | $4,640 | 500 | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.00% | $3,443 | 371 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 1.26M | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $356,905 | 21.7K | Q3 2025OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $433,218 | 46.7K | Q1 2026OLDER |
| Modus Advisors, LLC$363M AUM | 0.00% | $5,296 | 400 | Q4 2025OLDER |
| Sumitomo Mitsui DS Asset Management Company, Ltd$12.4B AUM | 0.00% | $171,179 | 18.4K | Q1 2026OLDER |
| Centiva Capital, LP$13.6B AUM | 0.00% | $165,500 | 12.5K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $77M | 8.25M | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $185,674 | 20.0K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 97.2K | Q4 2025OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $330,368 | 35.6K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $41,890 | 4.5K | Q1 2026OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $363,043 | 39.1K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $1M | 151.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $56,385 | 6.1K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.00% | $2,134 | 230 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $970,878 | 104.6K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $15,043 | 1.6K | Q1 2026OLDER |
| Red Tortoise LLC$240M AUM | 0.00% | $2,608 | 197 | Q4 2025OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $374,866 | 40.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 135.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $753,536 | 81.2K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.00% | $1,856 | 200 | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $145,900 | 15.7K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $8M | 829.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $29M | 3.18M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $952,889 | 102.7K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $3,499 | 377 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $3,499 | 377 | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.00% | $1,856 | 200 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $37,148 | 4.0K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $168,535 | 18.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $360,444 | 38.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $68,969 | 7.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $231,536 | 24.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $49,359 | 3.7K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $9,681 | 731 | Q4 2025OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $1,161 | 150 | Q2 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $3M | 329.7K | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $4,640 | 500 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $367,451 | 39.6K | Q1 2026OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $2M | 166.2K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $184,190 | 19.8K | Q1 2026OLDER |
| PlanVest Financial, Inc$131M AUM | 0.00% | $1,021 | 110 | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.00% | $1,642 | 100 | Q3 2025OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.00% | $1,324 | 100 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $540,489 | 58.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $15,474 | 1.7K | Q1 2026OLDER |
| MILLER WEALTH ADVISORS, LLC$260M AUM | 0.00% | $1,902 | 205 | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $3,284 | 200 | Q3 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $8,065 | 1.0K | Q2 2026 |
| MTM Investment Management, LLC$316M AUM | 0.00% | $2,274 | 245 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $9,318 | 1.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $4M | 417.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $3,972 | 300 | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $12,844 | 1.4K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.00% | $1,663 | 163 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $449,960 | 48.5K | Q1 2026OLDER |
| Hudson Bay Capital Management LP$29.0B AUM | 0.00% | $198,600 | 15.0K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $10,728 | 1.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $138,548 | 14.9K | Q1 2026OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $337,620 | 25.5K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $210,246 | 15.4K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $16,602 | 2.1K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $10M | 741.8K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $50,780 | 5.5K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3M | 296.4K | Q1 2026OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.00% | $285,017 | 21.5K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $317,430 | 34.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $28,684 | 3.1K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $982,448 | 74.2K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $108,780 | 11.7K | Q1 2026OLDER |
| United Financial Planning Group LLC$169M AUM | 0.00% | $882 | 95 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $33,631 | 3.6K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $375,738 | 40.5K | Q1 2026OLDER |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM | 0.00% | $668 | 72 | Q1 2026OLDER |
| City State Bank$385M AUM | 0.00% | $1,949 | 210 | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $2,812 | 303 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $13,651 | 1.5K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $12,528 | 1.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $244,628 | 26.6K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $9,280 | 1.0K | Q1 2026OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $1,324 | 100 | Q4 2025OLDER |
| CAPITAL & PLANNING, LLC$165M AUM | 0.00% | $807 | 87 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $2,841 | 367 | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $6,496 | 700 | Q1 2026OLDER |
| Clayton Financial Group LLC$195M AUM | 0.00% | $928 | 100 | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.00% | $2,654 | 286 | Q1 2026OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $3,712 | 400 | Q1 2026OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $3,944 | 425 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $129,600 | 14.0K | Q2 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $2,162 | 233 | Q1 2026OLDER |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $3,852 | 415 | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $11,368 | 1.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 166.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $7,211 | 777 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $16,667 | 1.8K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $3,629 | 221 | Q3 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $330,485 | 20.1K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,272 | 137 | Q1 2026OLDER |
| Rachor Investment Advisory Services, LLC$190M AUM | 0.00% | $669 | 72 | Q1 2026OLDER |
| GoalVest Advisory LLC$539M AUM | 0.00% | $1,642 | 100 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $234,543 | 25.3K | Q1 2026OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $150,902 | 16.3K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $4,102 | 442 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $920 | 56 | Q3 2025OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $854 | 92 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $4,392 | 473 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $1,708 | 184 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $598,885 | 64.5K | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $93,607 | 10.1K | Q1 2026OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $863 | 93 | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $659,590 | 71.0K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $4,788 | 516 | Q1 2026OLDER |
| ADIRONDACK TRUST CO$298M AUM | 0.00% | $928 | 100 | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $60,830 | 6.6K | Q1 2026OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $529 | 57 | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.00% | $1,114 | 120 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 207.7K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $428,858 | 46.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $329,310 | 35.5K | Q1 2026OLDER |
| Pictet Asset Management Holding SA$94.8B AUM | 0.00% | $268,257 | 28.9K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $3,702 | 399 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $15,304 | 1.6K | Q2 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $900 | 68 | Q4 2025OLDER |
| Daiwa Securities Group Inc.$34.8B AUM | 0.00% | $78 | 5.9K | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $342,068 | 25.8K | Q4 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $760,016 | 57.4K | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $3,443 | 371 | Q1 2026OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.00% | $766 | 99 | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $218,986 | 16.5K | Q4 2025OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $1,840 | 139 | Q4 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $1,019 | 77 | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $1,531 | 165 | Q1 2026OLDER |
| Holos Integrated Wealth LLC$198M AUM | 0.00% | $460 | 50 | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $4,740 | 358 | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $961,364 | 103.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $7,423 | 959 | Q2 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $445 | 48 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $6,371 | 481 | Q4 2025OLDER |
| Stephens Consulting, LLC$309M AUM | 0.00% | $662 | 50 | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $807 | 87 | Q1 2026OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $464 | 50 | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,320 | 250 | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $397 | 30 | Q4 2025OLDER |
| CI INVESTMENTS INC.$20.6B AUM | 0.00% | $54 | 3.3K | Q3 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $5,751 | 620 | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $492 | 53 | Q1 2026OLDER |
| Fairscale Capital, LLC$145M AUM | 0.00% | $278 | 30 | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $464 | 50 | Q1 2026OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $66 | 5 | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $676 | 51 | Q4 2025OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $2,655 | 286 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $124,937 | 13.5K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $928 | 100 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $48,377 | 5.2K | Q1 2026OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $92,800 | 10.0K | Q1 2026OLDER |
| Seneschal Advisors, LLC$135M AUM | 0.00% | $232 | 25 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $429,925 | 26.2K | Q3 2025OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.00% | $464 | 50 | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.00% | $1,373 | 148 | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $179,188 | 19.3K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $928 | 100 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,407 | 151.6K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $1,448 | 156 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $150,187 | 16.2K | Q1 2026OLDER |
| Pacifica Partners Inc.$301M AUM | 0.00% | $464 | 50 | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.00% | $650 | 70 | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $35,598 | 3.8K | Q1 2026OLDER |
| Bruce G. Allen Investments, LLC$153M AUM | 0.00% | $213 | 23 | Q1 2026OLDER |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.00% | $128,955 | 13.9K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $1,401 | 151 | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $759,753 | 46.3K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $32,423 | 3.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $23,525 | 2.5K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $2,729 | 294 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $384,508 | 41.4K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $1,466 | 158 | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $168,497 | 18.2K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $956 | 103 | Q1 2026OLDER |
| Inspire Investing, LLC$1.7B AUM | 0.00% | $1,114 | 120 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1,429 | 154 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,735 | 187 | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.00% | $232 | 25 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $95,370 | 10.3K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $194 | 25 | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,390 | 926 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $928 | 100 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $185,600 | 20.0K | Q1 2026OLDER |
| Hopwood Financial Services, Inc.$148M AUM | 0.00% | $115 | 7 | Q3 2025OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $596 | 77 | Q2 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $316 | 34 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $104,808 | 11.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $557,839 | 60.1K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $133,242 | 15.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $337,722 | 36.4K | Q2 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $993 | 75 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $137,093 | 14.8K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $2,831 | 305 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $111,954 | 12.1K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $3,545 | 382 | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $427 | 46 | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $464 | 50 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,935 | 250 | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $38,902 | 4.2K | Q1 2026OLDER |
| Walsh & Associates, LLC$101M AUM | 0.00% | $46 | 5 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $192,426 | 11.7K | Q3 2025OLDER |
| Financial Life Planners$130M AUM | 0.00% | $56 | 6 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $160,201 | 17.3K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $502 | 54 | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $132 | 10 | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $232 | 25 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $658 | 85 | Q2 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $1,351 | 102 | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $163,998 | 17.7K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $103,537 | 11.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $582,889 | 66.8K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $53 | 4 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $200,000 | 21.5K | Q1 2026OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $300 | 34 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $103,565 | 11.2K | Q1 2026OLDER |
| Amundi$367.1B AUM | 0.00% | $121,039 | 13.0K | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $66 | 5 | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $371 | 40 | Q1 2026OLDER |
| BNP Paribas Asset Management Holding S.A.$86.1B AUM | 0.00% | $26,940 | 2.9K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,578 | 170 | Q1 2026OLDER |
| SouthState Bank Corp$2.1B AUM | 0.00% | $657 | 40 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $16,491 | 1.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $396,395 | 42.7K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.00% | $130 | 14 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $8,350 | 925 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,105 | 119 | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $5,893 | 635 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $168 | 18 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $11,377 | 1.2K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $662 | 50 | Q4 2025OLDER |
| CNB Bank$238M AUM | 0.00% | $46 | 5 | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $121 | 13 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $1,006 | 130 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $26,235 | 2.8K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $1,160 | 125 | Q1 2026OLDER |
| BFSG, LLC$1.1B AUM | 0.00% | $149 | 16 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $1,495 | 161 | Q1 2026OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $28 | 3 | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $92 | 10 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $7,083 | 535 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $225,891 | 24.3K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $46 | 5 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $19 | 2 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $1,782 | 192 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $102 | 11 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $56 | 6 | Q1 2026OLDER |
| Grove Bank & Trust$1.0B AUM | 0.00% | $77 | 10 | Q2 2026 |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.00% | $16 | 1 | Q3 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $4,621 | 498 | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $93 | 10 | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $260 | 28 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $212 | 16 | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $66 | 5 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,693 | 398 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $463 | 35 | Q4 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $9 | 1 | Q1 2026OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $13 | 1 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $280 | 17 | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $93 | 10 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $918 | 100 | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $102 | 11 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $66 | 5 | Q4 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $26 | 2 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.