SEC 13F Intelligence

ETHGRAYSCALE ETHEREUM STAKING

CUSIP 38964R203 · Yahoo Finance ↗ · Google Finance ↗

Grayscale Ethereum Staking (ETH) has 271 institutional holders in Filings Flow’s 13F database, together reporting 25.70M shares worth $537M as of Q1 2026. The largest reported holders are Millennium Management LLC, Susquehanna International Group, LLP, and Morgan Stanley.

Institutional Holders
271
Q1 2026
Reported Value
$537M
Ticker
ETH
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 289Q4 ’25Q1 ’26: 271Q1 ’26Q2 ’26: 17Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $404MQ4 ’25Q1 ’26: $537MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KALEIDOSCOPE CAPITAL LP$260M AUM10.48%$27M1.37MQ1 2026OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM5.71%$71M3.55MQ1 2026OLDER
Hunting Hill Global Capital, LLC$129M AUM2.16%$3M140.0KQ1 2026OLDER
Sloy Dahl & Holst, LLC$728M AUM2.04%$15M747.5KQ1 2026OLDER
Haven Private, LLC$230M AUM1.69%$4M195.5KQ1 2026OLDER
Trustees of Dartmouth College$252M AUM1.41%$4M178.1KQ1 2026OLDER
Graetz Wealth LLC$112M AUM1.19%$1M67.2KQ1 2026OLDER
Encompass More Asset Management$597M AUM1.05%$6M140.4KQ3 2025OLDER
Farringdon Capital, Ltd.$457M AUM1.02%$4M102.9KQ3 2025OLDER
Warm Springs Advisors Inc.$118M AUM0.89%$1M30.0KQ3 2025OLDER
Archer Investment Management, LLC$293M AUM0.80%$1M53.1KQ4 2025OLDER
Verde Capital Management$468M AUM0.76%$4M178.1KQ1 2026OLDER
Fielder Capital Group LLC$459M AUM0.73%$3M169.9KQ1 2026OLDER
Reliant Wealth Planning$331M AUM0.73%$2M121.9KQ1 2026OLDER
Kedalion Capital Management LLP$3.5B AUM0.68%$18M460.6KQ3 2025OLDER
IronBridge Private Wealth, LLC$310M AUM0.64%$2M100.4KQ1 2026OLDER
Integrity Wealth Partners, LLC$111M AUM0.64%$706,72235.3KQ1 2026OLDER
ATX Financial Planning, LLC$132M AUM0.60%$784,07339.5KQ1 2026OLDER
Almitas Capital LLC$443M AUM0.55%$3M89.6KQ4 2025OLDER
Massar Capital Management, LP$934M AUM0.54%$5M255.0KQ1 2026OLDER
MATAURO, LLC$692M AUM0.52%$4M182.7KQ1 2026OLDER
Miller Global Investments, LLC$121M AUM0.47%$570,71938.0KQ2 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM0.47%$1M36.0KQ3 2025OLDER
Aries Wealth Management$455M AUM0.41%$2M94.3KQ1 2026OLDER
Illumine Investment Management, LLC$130M AUM0.38%$495,26924.9KQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.38%$1M53.3KQ1 2026OLDER
BECK CAPITAL MANAGEMENT, LLC$437M AUM0.38%$2M56.4KQ4 2025OLDER
Exit Wealth Advisors, LLC.$195M AUM0.37%$718,25736.2KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.36%$3M131.7KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.36%$28M1.00MQ4 2025OLDER
Stonebrook Private Inc.$470M AUM0.33%$2M79.0KQ1 2026OLDER
Keystone Financial Services, LLC$149M AUM0.33%$487,88124.6KQ1 2026OLDER
Robertson Opportunity Capital, LLC$260M AUM0.31%$817,51741.2KQ1 2026OLDER
GatePass Capital, LLC$214M AUM0.29%$509,80030.0KQ3 2025OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.28%$324,25416.3KQ1 2026OLDER
Jupiter Wealth Management LLC$253M AUM0.28%$587,70015.0KQ3 2025OLDER
Split Rock Private Trading & Wealth Management, LLC$129M AUM0.28%$355,77917.9KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.26%$27M1.38MQ1 2026OLDER
Freedom Financial Partners LLC$281M AUM0.26%$741,60537.3KQ1 2026OLDER
RIVERSEDGE ADVISORS, LLC$618M AUM0.24%$1M36.3KQ3 2025OLDER
MGB Wealth Management, LLC$350M AUM0.23%$803,58220.5KQ3 2025OLDER
RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM0.21%$733,70836.9KQ1 2026OLDER
SLT Holdings LLC$148M AUM0.21%$309,35915.6KQ1 2026OLDER
Gainplan LLC$254M AUM0.21%$523,97634.9KQ2 2026
TigerOak Management, L.L.C.$317M AUM0.20%$649,52132.7KQ1 2026OLDER
Pachira Investments Inc.$214M AUM0.19%$402,50320.3KQ1 2026OLDER
Powell Investment Advisors, LLC$290M AUM0.19%$542,48419.3KQ4 2025OLDER
INSTRUMENTAL WEALTH, LLC$163M AUM0.18%$300,38315.1KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.18%$531,05626.7KQ1 2026OLDER
Global View Capital Management LLC$377M AUM0.16%$776,23419.8KQ3 2025OLDER
Adalta Capital Management LLC$209M AUM0.16%$352,8169.0KQ3 2025OLDER
Copia Wealth Management$146M AUM0.16%$232,34211.7KQ1 2026OLDER
Redwood Wealth Management Group, LLC$232M AUM0.14%$328,04716.5KQ1 2026OLDER
Spectrum Planning & Advisory Services Inc.$223M AUM0.14%$271,8739.7KQ4 2025OLDER
Johnson & White Wealth Management, LLC$236M AUM0.14%$327,05516.5KQ1 2026OLDER
Finivi Inc.$195M AUM0.14%$235,7328.4KQ4 2025OLDER
Formidable Asset Management, LLC$648M AUM0.14%$880,57931.4KQ1 2026OLDER
AVAII WEALTH MANAGEMENT, LLC$287M AUM0.13%$378,25419.0KQ1 2026OLDER
Finer Wealth Management, Inc.$199M AUM0.13%$262,7026.7KQ3 2025OLDER
Avid Wealth Partners LLC$212M AUM0.13%$276,74913.9KQ1 2026OLDER
VIAWEALTH, LLC$180M AUM0.12%$224,1105.7KQ3 2025OLDER
RICHARDS, MERRILL & PETERSON, INC.$273M AUM0.11%$299,93310.7KQ4 2025OLDER
Castleview Partners, LLC$195M AUM0.11%$204,7165.2KQ3 2025OLDER
WealthCare Investment Partners, LLC$360M AUM0.11%$390,02819.0KQ1 2026OLDER
Wilmar Advisors LLC$116M AUM0.10%$119,1606.0KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.10%$287,9737.3KQ3 2025OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.09%$903,70332.2KQ4 2025OLDER
Silverleafe Capital Partners, LLC$367M AUM0.09%$292,0647.5KQ3 2025OLDER
Brand Asset Management Group, Inc.$385M AUM0.09%$333,11216.8KQ1 2026OLDER
IRIDIAN ASSET MANAGEMENT LLC/CT$247M AUM0.08%$214,1195.5KQ3 2025OLDER
Amicus Financial Advisors, LLC$363M AUM0.08%$301,87215.2KQ1 2026OLDER
PYA Waltman Capital, LLC$361M AUM0.08%$293,1847.5KQ3 2025OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.08%$222,87611.2KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.08%$1M67.9KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.08%$178M4.54MQ3 2025OLDER
FORTRESS PRIVATE LEDGER, LLC$320M AUM0.07%$217,0447.7KQ4 2025OLDER
Interchange Capital Partners, LLC$317M AUM0.07%$375,24813.4KQ4 2025OLDER
EQ WEALTH ADVISORS, LLC$171M AUM0.06%$106,2913.8KQ4 2025OLDER
HBK INVESTMENTS L P$9.9B AUM0.06%$6M311.1KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.06%$2M84.3KQ4 2025OLDER
Logan Stone Capital, LLC$360M AUM0.06%$210,27810.6KQ1 2026OLDER
One Charles Private Wealth Services, LLC$400M AUM0.06%$221,9837.9KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.06%$464,12923.4KQ1 2026OLDER
Cooper Financial Group$1.2B AUM0.06%$667,82844.4KQ2 2026
Van Hulzen Asset Management, LLC$1.3B AUM0.05%$696,90835.1KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.05%$1M57.7KQ1 2026OLDER
BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM0.05%$200,0687.1KQ4 2025OLDER
DOLIVER ADVISORS, LP$440M AUM0.05%$215,73910.9KQ1 2026OLDER
Great Point Wealth Advisors, LLC$542M AUM0.05%$254,31912.8KQ1 2026OLDER
OBSIDIAN CIO, LLC$111M AUM0.05%$356,0299.1KQ3 2025OLDER
Almanack Investment Partners, LLC.$592M AUM0.05%$294,2427.5KQ3 2025OLDER
Balboa Wealth Partners$596M AUM0.05%$273,7539.8KQ4 2025OLDER
Bernardo Wealth Planning LLC$511M AUM0.04%$216,55310.9KQ1 2026OLDER
Headlands Technologies LLC$878M AUM0.04%$493,09817.6KQ4 2025OLDER
IFC Advisors LLC$699M AUM0.04%$268,62613.5KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.04%$686,79934.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.04%$303,46115.3KQ1 2026OLDER
Intrinsic Edge Capital Management LLC$603M AUM0.03%$235,0806.0KQ3 2025OLDER
Claro Advisors Inc.$830M AUM0.03%$271,82413.7KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.03%$700,73825.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$31M800.0KQ3 2025OLDER
Sankala Group LLC$122M AUM0.03%$38,4942.0KQ1 2026OLDER
CONDOR CAPITAL MANAGEMENT$1.2B AUM0.03%$362,76318.3KQ1 2026OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.03%$6M228.3KQ4 2025OLDER
Hamilton Capital, LLC$1.9B AUM0.03%$574,70928.9KQ1 2026OLDER
United Capital Management of KS, Inc.$660M AUM0.03%$212,7085.4KQ3 2025OLDER
Greenline Partners, LLC$930M AUM0.03%$264,40813.3KQ1 2026OLDER
Vident Advisory, LLC$11.7B AUM0.03%$3M165.8KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.03%$1M27.6KQ3 2025OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.03%$149,4477.5KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.02%$350,17217.6KQ1 2026OLDER
INVESTMENT HOUSE LLC$1.9B AUM0.02%$523,99313.4KQ3 2025OLDER
Alamea Verwaltungs GmbH$135M AUM0.02%$32,8961.5KQ1 2026OLDER
Verdence Capital Advisors LLC$1.7B AUM0.02%$405,08514.4KQ4 2025OLDER
RFG Advisory, LLC$5.4B AUM0.02%$1M62.3KQ1 2026OLDER
BCS Wealth Management$490M AUM0.02%$217,6347.8KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.02%$2M54.4KQ3 2025OLDER
Tidal Investments LLC$47.4B AUM0.02%$10M513.3KQ1 2026OLDER
Beaumont Financial Advisors, LLC$1.5B AUM0.02%$306,95615.5KQ1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.02%$53,7003.6KQ2 2026
RBF Capital, LLC$2.0B AUM0.02%$397,20020.0KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.02%$33,9611.7KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$693,29017.7KQ3 2025OLDER
Leo Wealth, LLC$1.4B AUM0.02%$253,82312.8KQ1 2026OLDER
3EDGE Asset Management, LP$2.1B AUM0.02%$326,0568.3KQ3 2025OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M213.9KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.02%$1M35.9KQ3 2025OLDER
Richard W. Paul & Associates, LLC$297M AUM0.02%$48,3592.4KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.02%$214,2365.5KQ3 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.02%$45M2.26MQ1 2026OLDER
S&T BANK/PA$268M AUM0.02%$54,8521.4KQ3 2025OLDER
HighMark Wealth Management LLC$246M AUM0.02%$37,0381.9KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.01%$314,88015.9KQ1 2026OLDER
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.01%$297,50315.0KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.01%$222,77011.2KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$300,97815.2KQ1 2026OLDER
MCGUIRE CAPITAL ADVISORS INC$156M AUM0.01%$21,3301.1KQ1 2026OLDER
StoneX Group Inc.$1.9B AUM0.01%$241,33912.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$115M5.81MQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$796,18840.1KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$397,04120.0KQ1 2026OLDER
Cyndeo Wealth Partners, LLC$1.9B AUM0.01%$237,41712.0KQ1 2026OLDER
VSM Wealth Advisory, LLC$335M AUM0.01%$39,0452.0KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$1M58.7KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.01%$930,69433.2KQ4 2025OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$580,39220.7KQ4 2025OLDER
Global Assets Advisory, LLC$349M AUM0.01%$38,4592.3KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$37,7131.3KQ4 2025OLDER
TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM0.01%$725,14836.5KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.01%$27,0491.4KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$215,3335.5KQ3 2025OLDER
Caitlin John, LLC$167M AUM0.01%$16,901851Q1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$38,7271.9KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$269,9659.6KQ4 2025OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.01%$271,9886.9KQ3 2025OLDER
Horrell Capital Management, Inc.$219M AUM0.01%$20,7341.0KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$579,40129.2KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.01%$840,39642.3KQ1 2026OLDER
1620 INVESTMENT ADVISORS, INC.$148M AUM0.01%$13,229775Q1 2026OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.01%$219,6045.6KQ3 2025OLDER
ELEVATION WEALTH PARTNERS, LLC$334M AUM0.01%$29,6252.0KQ2 2026
Cherry Tree Wealth Management, LLC$473M AUM0.01%$41,7821.5KQ4 2025OLDER
RHL GROUP, LLC$117M AUM0.01%$10,831386Q4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.01%$264,6909.4KQ4 2025OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.01%$242,8598.7KQ4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M74.6KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$391,91414.0KQ1 2026OLDER
Cornerstone National Bank & Trust Co$271M AUM0.01%$20,3001.0KQ1 2026OLDER
Turim 21 Investimentos Ltda.$399M AUM0.01%$29,7901.5KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.01%$12,909650Q1 2026OLDER
Hurley Capital, LLC$187M AUM0.01%$13,366673Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$522,22126.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.01%$114M4.05MQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$242,40711.2KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$11,122560Q1 2026OLDER
Noble Wealth Management PBC$223M AUM0.01%$13,707912Q2 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.01%$465,69723.4KQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.01%$18,660665Q4 2025OLDER
GS Investments, Inc.$175M AUM0.01%$9,930500Q1 2026OLDER
WPG Advisers, LLC$136M AUM0.01%$7,487377Q1 2026OLDER
Richardson Capital Management LLC$207M AUM0.01%$11,002554Q1 2026OLDER
Circle Wealth Management, LLC$7.0B AUM0.01%$272,8507.0KQ3 2025OLDER
Wilmington Savings Fund Society, FSB$4.2B AUM0.01%$219,98911.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$3M166.5KQ1 2026OLDER
Beaird Harris Wealth Management, LLC$1.6B AUM0.01%$81,9295.5KQ2 2026
MGO ONE SEVEN LLC$5.0B AUM0.00%$248,86612.5KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M65.4KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$201,9345.2KQ3 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$260,11612.3KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$301,15715.2KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$44,1892.2KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M123.7KQ1 2026OLDER
Front Row Advisors LLC$296M AUM0.00%$11,754300Q3 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$52,4702.6KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$54,5762.7KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$947,88224.2KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$175,0468.8KQ1 2026OLDER
American Capital Advisory, LLC$248M AUM0.00%$8,858446Q1 2026OLDER
Bank of Jackson Hole Trust$207M AUM0.00%$7,015250Q4 2025OLDER
Evercore Wealth Management, LLC$6.4B AUM0.00%$209,52310.6KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$12,314620Q1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$274,9459.8KQ4 2025OLDER
NewEdge Wealth, LLC$8.4B AUM0.00%$209,8206.5KQ3 2025OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$396,31914.1KQ4 2025OLDER
Quattro Advisors LLC$115M AUM0.00%$3,479124Q4 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$224,21811.3KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M116.8KQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$50,1472.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$50,6832.6KQ1 2026OLDER
Ares Financial Consulting, LLC$139M AUM0.00%$3,682245Q2 2026
Family Legacy Financial Solutions, LLC$164M AUM0.00%$3,40987Q3 2025OLDER
Marex Group Ltd$15.8B AUM0.00%$367,4439.3KQ3 2025OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.00%$417,91421.0KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.00%$200,01010.1KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$541,82227.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$2M117.6KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$14,597735Q1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.00%$205,3435.2KQ3 2025OLDER
Nova Wealth Management, Inc.$154M AUM0.00%$3,277165Q1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$262,88513.2KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$4,965250Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$980,37150.1KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$368,04618.5KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$12M599.2KQ1 2026OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$12,909650Q1 2026OLDER
Wealth Watch Advisors, INC$239M AUM0.00%$4,854173Q4 2025OLDER
ABOUND FINANCIAL, LLC$229M AUM0.00%$4,032203Q1 2026OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.00%$3,238163Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$68,5173.5KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.00%$14,059501Q4 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$20,9721.1KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$6,276316Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M54.9KQ1 2026OLDER
Security National Bank$838M AUM0.00%$10,354369Q4 2025OLDER
Pathway Financial Advisers, LLC$354M AUM0.00%$4,862124Q3 2025OLDER
Focus Partners Wealth$89.9B AUM0.00%$1M62.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$76,2233.8KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$10M496.7KQ1 2026OLDER
Ameliora Wealth Management Ltd.$314M AUM0.00%$3,972200Q1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.00%$544,99827.4KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$377,45919.0KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.00%$6,196312Q1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$6,012400Q2 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$264,9149.4KQ4 2025OLDER
Cerity Partners LLC$70.8B AUM0.00%$698,77435.2KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$1M71.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$213,8947.6KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$94,1924.6KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$4,846244Q1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$47,6461.7KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$149,7457.5KQ1 2026OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$13,068658Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$23,1951.2KQ1 2026OLDER
Westend Capital Management, LLC$333M AUM0.00%$2,681135Q1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.00%$1,95950Q3 2025OLDER
PlanVest Financial, Inc$131M AUM0.00%$99350Q1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$2,145108Q1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$3,156210Q2 2026
Cetera Investment Advisers$94.0B AUM0.00%$675,92934.0KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$20,961747Q4 2025OLDER
ARK Investment Management LLC$12.9B AUM0.00%$88,5364.5KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$247,45612.5KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$338,83117.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$9,795250Q3 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$19,1031.3KQ2 2026
NVWM, LLC$449M AUM0.00%$2,582130Q1 2026OLDER
High Note Wealth, LLC$509M AUM0.00%$2,840143Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$2M101.7KQ1 2026OLDER
Sunrise Financial Services, LLC$141M AUM0.00%$71536Q1 2026OLDER
EFG International AG$4.7B AUM0.00%$21,8461.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$11,837596Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$2M80.3KQ1 2026OLDER
Dunhill Financial, LLC$424M AUM0.00%$1,78790Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$278,26514.0KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$531,98613.6KQ3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$5,581281Q1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$309,53011.0KQ4 2025OLDER
Quent Capital, LLC$1.4B AUM0.00%$4,667235Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$3,356169Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$79,7384.0KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$4,630165Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$34,2991.7KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$99350Q1 2026OLDER
Financial Perspectives, Inc$358M AUM0.00%$1,03352Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$157,9785.6KQ4 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$8,460426Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$12,294619Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.00%$5,522278Q1 2026OLDER
Abound Wealth Management$504M AUM0.00%$90223Q3 2025OLDER
Creative Planning$147.4B AUM0.00%$288,94314.5KQ1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$3,898192Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$2,538125Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$14,001705Q1 2026OLDER
Elequin Capital, LP$1.2B AUM0.00%$2,86073Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$57,7732.9KQ1 2026OLDER
Legacy Bridge, LLC$262M AUM0.00%$39820Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$9,275467Q1 2026OLDER
Tidemark, LLC$393M AUM0.00%$55628Q1 2026OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.00%$12,969653Q1 2026OLDER
Jackson, Grant Investment Advisers, Inc.$300M AUM0.00%$39720Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$8,481427Q1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.00%$28110Q4 2025OLDER
Longview Financial Advisors, Inc.$171M AUM0.00%$19910Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,773190Q1 2026OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$3,039153Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$2,15555Q3 2025OLDER
MBM WEALTH CONSULTANTS, LLC$436M AUM0.00%$39720Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$15,967804Q1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.00%$6,951350Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$41721Q1 2026OLDER
Trust Co$1.1B AUM0.00%$89445Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$221,75711.2KQ1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$1,12775Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$14,518731Q1 2026OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$99350Q1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.00%$28110Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$36,3441.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$204,6775.2KQ3 2025OLDER
HAGER INVESTMENT MANAGEMENT SERVICES, LLC$182M AUM0.00%$1196Q1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$1598Q1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.00%$1397Q1 2026OLDER
SouthState Bank Corp$2.1B AUM0.00%$1,29146Q4 2025OLDER
Johnson Financial Group, Inc.$2.8B AUM0.00%$1,58980Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,92797Q1 2026OLDER
Concord Wealth Partners$770M AUM0.00%$39210Q3 2025OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$4,780235Q1 2026OLDER
Ascentis Wealth Management, LLC$508M AUM0.00%$25813Q1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$73537Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$84230Q4 2025OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$19910Q1 2026OLDER
HOEY INVESTMENTS, INC$693M AUM0.00%$25913Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$39720Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$6,896176Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$9,533480Q2 2026
MCF Advisors LLC$2.3B AUM0.00%$71536Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$25,1431.3KQ1 2026OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$21911Q1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$30120Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$16,972855Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$92,0914.6KQ2 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$57138Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$257,75913.5KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$37819Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$2,582130Q1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$1415Q4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$13,711489Q4 2025OLDER
Cheviot Value Management, LLC$996M AUM0.00%$1196Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$3,158159Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$5,808207Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$36513Q4 2025OLDER
CENTRAL TRUST Co$5.1B AUM0.00%$43722Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$1405Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$9,712489Q1 2026OLDER
SOA Wealth Advisors, LLC.$530M AUM0.00%$201Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$603Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$14,030500Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,43072Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$5,331190Q4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$562Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,00040Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$402Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.