EPSWISDOMTREE TR
CUSIP 97717W588 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (EPS) has 169 institutional holders in Filings Flow’s 13F database, together reporting 13.23M shares worth $901M as of Q1 2026. The largest reported holders are Fiduciary Trust Co, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
169
Q1 2026
Reported Value
$901M
Ticker
EPS
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FIDUCIARY TRUST CO$8.5B AUM | 1.50% | $127M | 1.86M | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.03% | $103M | 1.51M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $61M | 889.7K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.17% | $54M | 798.8K | Q1 2026 |
| Garrett Wealth Advisory Group, LLC$562M AUM | 9.08% | $51M | 750.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.22% | $47M | 693.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.05% | $45M | 660.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.08% | $32M | 465.6K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 1.74% | $31M | 459.1K | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 13.94% | $31M | 450.8K | Q1 2026 |
| Financial Gravity Asset Management, Inc.$562M AUM | 3.47% | $20M | 286.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $19M | 281.2K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.08% | $18M | 265.2K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.68% | $18M | 262.4K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 3.49% | $18M | 277.5K | Q2 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 4.06% | $14M | 196.9K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $13M | 196.8K | Q1 2026 |
| Stenger Family Office, LLC$566M AUM | 2.31% | $13M | 192.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $13M | 191.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11M | 167.7K | Q1 2026 |
| Systelligence, LLC$514M AUM | 1.90% | $10M | 143.5K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 141.4K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $10M | 139.5K | Q3 2025OLDER |
| WIN ADVISORS, INC$219M AUM | 4.01% | $9M | 128.6K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.13% | $8M | 110.1K | Q1 2026 |
| Marietta Wealth Management, LLC$841M AUM | 0.81% | $7M | 99.6K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.04% | $7M | 103.3K | Q2 2025OLDER |
| Maia Wealth LLC$591M AUM | 1.11% | $7M | 96.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 89.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 87.4K | Q1 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM | 1.69% | $6M | 81.7K | Q4 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.92% | $6M | 84.7K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 3.36% | $5M | 80.2K | Q1 2026 |
| NewSquare Capital LLC$1.2B AUM | 0.47% | $5M | 79.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 77.6K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 75.7K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $5M | 74.5K | Q3 2025OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.57% | $5M | 71.7K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $5M | 71.8K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 64.7K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.04% | $3M | 50.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 50.4K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.01% | $3M | 46.5K | Q1 2026 |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.16% | $3M | 46.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 44.0K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.32% | $3M | 43.2K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.55% | $3M | 41.9K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 40.3K | Q1 2026 |
| TOWLE & CO$257M AUM | 1.03% | $3M | 38.8K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.26% | $3M | 38.0K | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 2.13% | $3M | 37.4K | Q1 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.10% | $2M | 35.6K | Q1 2026 |
| LongView Wealth Management$390M AUM | 0.60% | $2M | 32.8K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.03% | $2M | 34.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 34.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 31.1K | Q4 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.09% | $2M | 27.8K | Q4 2025OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 25.2K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.12% | $2M | 28.0K | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 26.1K | Q1 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.13% | $2M | 25.2K | Q1 2026 |
| Hershey Financial Advisers, LLC$116M AUM | 1.43% | $2M | 23.9K | Q4 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.04% | $2M | 23.6K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.05% | $2M | 23.4K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $1M | 20.9K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 21.7K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 21.0K | Q1 2026 |
| SEVEN MILE ADVISORY$139M AUM | 0.23% | $1M | 19.2K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1M | 19.0K | Q1 2026 |
| Rathbones Group PLC$48.4B AUM | 0.00% | $1M | 18.0K | Q4 2025OLDER |
| GM Advisory Group, LLC$2.6B AUM | 0.05% | $1M | 17.7K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 16.9K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.13% | $1M | 17.1K | Q2 2025OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.21% | $1M | 15.1K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.22% | $985,552 | 14.5K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.22% | $979,967 | 14.4K | Q1 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.13% | $977,084 | 14.3K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $961,884 | 14.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $957,627 | 14.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $917,455 | 14.3K | Q2 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $909,615 | 13.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $826,106 | 12.1K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.04% | $821,000 | 12.1K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $819,890 | 12.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $792,952 | 11.6K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.06% | $767,491 | 11.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $751,632 | 11.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $745,651 | 10.9K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $731,581 | 10.7K | Q1 2026 |
| Essential Planning, LLC.$315M AUM | 0.23% | $710,019 | 10.4K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.13% | $690,913 | 10.0K | Q3 2025OLDER |
| Family Capital Management, Inc.$225M AUM | 0.30% | $681,100 | 10.0K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.24% | $629,677 | 9.2K | Q1 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.03% | $610,130 | 9.0K | Q1 2026 |
| Mach-1 Financial Group, LLC$284M AUM | 0.10% | $601,226 | 8.7K | Q3 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.05% | $600,458 | 8.8K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.04% | $600,159 | 8.8K | Q1 2026 |
| Seek First Inc.$142M AUM | 0.42% | $597,677 | 8.8K | Q1 2026 |
| Melone Private Wealth, LLC$263M AUM | 0.24% | $596,504 | 8.8K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.03% | $592,792 | 8.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $588,266 | 8.6K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.06% | $584,044 | 8.6K | Q1 2026 |
| Jackson Creek Investment Advisors LLC$340M AUM | 0.15% | $573,000 | 9.0K | Q2 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $571,356 | 8.4K | Q1 2026 |
| Bouchey Financial Group Ltd$1.4B AUM | 0.04% | $556,624 | 7.8K | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.03% | $554,143 | 8.1K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.14% | $538,274 | 7.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $534,119 | 7.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $519,730 | 7.6K | Q1 2026 |
| E&G Advisors, LP$449M AUM | 0.11% | $504,355 | 7.4K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.13% | $467,848 | 6.9K | Q1 2026 |
| Redwood Financial Network Corp$153M AUM | 0.30% | $455,588 | 6.7K | Q1 2026 |
| Kelman-Lazarov, Inc.$698M AUM | 0.06% | $442,374 | 6.5K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $441,174 | 6.5K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.01% | $437,263 | 6.4K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.27% | $433,997 | 6.4K | Q1 2026 |
| IFG Advisory, LLC$35M AUM | 0.02% | $419,988 | 5.9K | Q4 2025OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.08% | $415,937 | 6.5K | Q2 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $403,939 | 5.7K | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.00% | $403,552 | 5.9K | Q1 2026 |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $381,279 | 5.6K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.05% | $380,136 | 5.6K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.09% | $367,010 | 5.4K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.17% | $358,722 | 5.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $344,223 | 5.1K | Q1 2026 |
| WESTWOOD HOLDINGS GROUP INC$13.7B AUM | 0.00% | $338,370 | 5.0K | Q1 2026 |
| IFS Advisors, LLC$194M AUM | 0.17% | $331,900 | 4.9K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $330,655 | 4.9K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $323,673 | 4.7K | Q3 2025OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.02% | $321,684 | 4.7K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $321,326 | 4.7K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $321,000 | 4.7K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $308,234 | 4.5K | Q1 2026 |
| Fort Point Capital Partners LLC$825M AUM | 0.02% | $307,888 | 4.8K | Q2 2025OLDER |
| Advisor Resource Council$309M AUM | 0.10% | $299,373 | 4.4K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.04% | $298,322 | 4.4K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.05% | $292,846 | 4.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $288,446 | 4.2K | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $286,743 | 4.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $283,542 | 4.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $281,499 | 4.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $275,982 | 4.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $275,368 | 4.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $275,000 | 4.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $272,975 | 4.0K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $270,000 | 4.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $263,722 | 3.9K | Q1 2026 |
| MOLLER WEALTH PARTNERS$507M AUM | 0.05% | $254,050 | 3.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $252,332 | 3.6K | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.02% | $246,217 | 3.6K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $243,289 | 3.6K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $241,450 | 3.5K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $239,543 | 3.5K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $237,704 | 3.5K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.02% | $237,369 | 3.5K | Q1 2026 |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.19% | $235,661 | 3.5K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $235,233 | 4.2K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.00% | $233,279 | 3.4K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $228,097 | 3.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $225,085 | 3.3K | Q1 2026 |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.04% | $223,918 | 3.2K | Q4 2025OLDER |
| RMR Wealth Builders$1.3B AUM | 0.02% | $223,546 | 3.2K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $221,299 | 3.2K | Q1 2026 |
| SECURED RETIREMENT ADVISORS, LLC$177M AUM | 0.12% | $210,051 | 3.1K | Q1 2026 |
| Peterson Wealth Advisors, LLC$752M AUM | 0.03% | $206,234 | 2.9K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $203,104 | 3.0K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.10% | $150,563 | 2.2K | Q1 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $132,815 | 1.9K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $118,620 | 1.7K | Q4 2025OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $117,558 | 1.7K | Q1 2026 |
| REAP Financial Group, LLC$507M AUM | 0.02% | $112,387 | 1.6K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.08% | $97,433 | 1.4K | Q4 2025OLDER |
| Coastline Trust Co$1.0B AUM | 0.01% | $83,775 | 1.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $71,639 | 1.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $68,859 | 1.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $67,701 | 994 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $66,538 | 939 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $65,562 | 951 | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.03% | $63,547 | 933 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $54,897 | 806 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $43,590 | 640 | Q1 2026 |
| Advisors Preferred, LLC$679M AUM | 0.01% | $42,432 | 623 | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $39,844 | 585 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $32,761 | 481 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $30,744 | 480 | Q2 2025OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.01% | $28,908 | 390 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $25,000 | 365 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $19,717 | 286 | Q3 2025OLDER |
| Transce3nd, LLC$11M AUM | 0.01% | $17,155 | 268 | Q2 2025OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $16,755 | 246 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $15,734 | 231 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $13,622 | 200 | Q1 2026 |
| Covestor Ltd$144M AUM | 0.01% | $13,000 | 188 | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $12,617 | 183 | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $9,480 | 139 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $9,212 | 130 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,763 | 132 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $7,152 | 105 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $6,811 | 100 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $5,517 | 81 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4,427 | 65 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $3,406 | 50 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $3,065 | 45 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $2,383 | 35 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $817 | 12 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $613 | 9 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.