SEC 13F Intelligence

ETHAISHARES ETHEREUM TR

CUSIP 46438R105 · Yahoo Finance ↗ · Google Finance ↗

Ishares Ethereum Tr (ETHA) has 481 institutional holders in Filings Flow’s 13F database, together reporting 92.99M shares worth $1.4B as of Q1 2026. The largest reported holders are Susquehanna International Group, LLP, Jane Street Group, LLC, and Millennium Management LLC.

Institutional Holders
481
Q1 2026
Reported Value
$1.4B
Ticker
ETHA
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 487Q4 ’25Q1 ’26: 481Q1 ’26Q2 ’26: 32Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $3.2BQ4 ’25Q1 ’26: $1.4BQ1 ’26Q2 ’26: $37MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
KALEIDOSCOPE CAPITAL LP$260M AUM10.21%$27M1.68MQ1 2026OLDER
Logan Stone Capital, LLC$360M AUM8.55%$19M597.7KQ3 2025OLDER
Hunting Hill Global Capital, LLC$129M AUM6.52%$23M743.3KQ3 2025OLDER
Alpine Fox Capital LLC$154M AUM5.73%$9M557.0KQ1 2026OLDER
IvyRock Asset Management (HK) Ltd$178M AUM5.42%$13M400.0KQ3 2025OLDER
APEIRON CAPITAL Ltd$107M AUM4.27%$9M285.4KQ3 2025OLDER
HARVARD MANAGEMENT CO INC$1.8B AUM4.18%$87M3.87MQ4 2025OLDER
All-Stars Investment Ltd$206M AUM3.40%$7M443.0KQ1 2026OLDER
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$671M AUM2.98%$20M1.26MQ1 2026OLDER
Vienna Asset Management LLC$129M AUM2.52%$3M205.2KQ1 2026OLDER
STERLING INVESTMENT ADVISORS LLC /ADV$223M AUM2.35%$5M439.3KQ2 2026
Farringdon Capital, Ltd.$457M AUM1.97%$9M568.4KQ1 2026OLDER
Tikvah Management LLC$323M AUM1.65%$6M124.0KQ4 2025OLDER
Palatine Hill Wealth Management, LLC$115M AUM1.46%$2M106.1KQ1 2026OLDER
Galaxy Group Investments LLC$1.1B AUM1.42%$14M607.7KQ4 2025OLDER
BNC WEALTH MANAGEMENT, LLC$360M AUM1.27%$5M160.0KQ3 2025OLDER
Central Asset Investments & Management Holdings (HK) Ltd$108M AUM1.19%$2M64.0KQ3 2025OLDER
Galaxy Digital Inc.$1.2B AUM1.12%$13M818.4KQ1 2026OLDER
Gambit Capital Management, LLC$145M AUM1.11%$2M102.2KQ1 2026OLDER
Almitas Capital LLC$443M AUM1.08%$5M219.4KQ4 2025OLDER
Counterweight Ventures, LLC$178M AUM1.08%$2M121.4KQ1 2026OLDER
K.J. Harrison & Partners Inc$608M AUM1.06%$7M217.5KQ3 2025OLDER
FFG Partners, LLC$352M AUM1.05%$4M161.8KQ4 2025OLDER
MFG WEALTH MANAGEMENT, INC.$140M AUM1.04%$1M122.2KQ2 2026
Capula Management Ltd$14.1B AUM1.04%$207M9.23MQ4 2025OLDER
CALIFORNIA FIRST LEASING CORP$312M AUM0.98%$3M192.9KQ1 2026OLDER
Corecam Pte. Ltd.$231M AUM0.97%$2M140.7KQ1 2026OLDER
Corecam AG$117M AUM0.89%$1M66.1KQ1 2026OLDER
LCM Capital Management Inc$199M AUM0.87%$2M109.0KQ1 2026OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.85%$1M70.7KQ1 2026OLDER
Cobblestone Asset Management LLC$222M AUM0.84%$2M118.6KQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.82%$5M158.5KQ3 2025OLDER
Sanchez Levi Garrett$159M AUM0.82%$1M82.1KQ1 2026OLDER
Compass Financial Group, Inc. (Ohio)$137M AUM0.80%$1M69.0KQ1 2026OLDER
Militia Capital Partners, LP$263M AUM0.79%$2M53.3KQ3 2025OLDER
Kedalion Capital Management LLP$3.5B AUM0.79%$21M666.5KQ3 2025OLDER
Militia Capital Management LLC$454M AUM0.79%$4M236.0KQ2 2026
Spectrum Strategic Capital Management, LLC$186M AUM0.75%$1M88.6KQ1 2026OLDER
NINE MASTS CAPITAL Ltd$693M AUM0.75%$4M195.2KQ4 2025OLDER
Lauer Wealth, LLC$126M AUM0.75%$942,24488.0KQ1 2026OLDER
LITTLEJOHN FINANCIAL SERVICES, INC.$133M AUM0.74%$1M44.9KQ4 2025OLDER
Pacific Point Advisors, LLC$190M AUM0.74%$1M40.0KQ3 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.73%$58M2.58MQ4 2025OLDER
Sloy Dahl & Holst, LLC$728M AUM0.68%$5M314.8KQ1 2026OLDER
Nan Fung Group Holdings Ltd$121M AUM0.66%$800,19150.5KQ1 2026OLDER
Peregrine Asset Advisers, Inc.$371M AUM0.64%$2M67.9KQ3 2025OLDER
Robertson Opportunity Capital, LLC$260M AUM0.64%$2M105.3KQ1 2026OLDER
ABOUND FINANCIAL, LLC$229M AUM0.63%$1M91.6KQ1 2026OLDER
Abich Financial Wealth Management LLC$281M AUM0.62%$2M55.5KQ3 2025OLDER
Andina Capital Management, LLC$113M AUM0.62%$696,93244.0KQ1 2026OLDER
Stegent Equity Advisors, Inc.$117M AUM0.61%$779,93634.8KQ4 2025OLDER
Warm Springs Advisors Inc.$118M AUM0.59%$696,52044.0KQ1 2026OLDER
Silverleafe Capital Partners, LLC$367M AUM0.58%$2M86.9KQ4 2025OLDER
Vigilare Wealth Management$326M AUM0.54%$2M49.2KQ3 2025OLDER
Waratah Capital Advisors Ltd.$2.6B AUM0.53%$16M700.0KQ4 2025OLDER
Colter Lewis Investment Partners LLC$106M AUM0.51%$541,30734.2KQ1 2026OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.49%$2M107.6KQ4 2025OLDER
Aragon Global Management, LP$143M AUM0.48%$2M70.3KQ4 2025OLDER
Lake Hills Wealth Management, LLC$220M AUM0.46%$878,96439.2KQ4 2025OLDER
FOREFRONT WEALTH MANAGEMENT INC.$139M AUM0.45%$619,10819.6KQ3 2025OLDER
RoundAngle Advisors LLC$134M AUM0.45%$596,09437.7KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.41%$2M145.0KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.41%$2M140.0KQ1 2026OLDER
Fiduciary Alliance LLC$1.7B AUM0.41%$7M378.2KQ1 2026OLDER
THRYVE WEALTH MANAGEMENT LLC$150M AUM0.41%$820,44536.6KQ4 2025OLDER
Persistent Asset Partners Ltd$268M AUM0.40%$896,07940.0KQ4 2025OLDER
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$1.3B AUM0.40%$5M330.7KQ1 2026OLDER
Luxor Capital Group, LP$1.4B AUM0.40%$9M270.0KQ3 2025OLDER
CHESAPEAKE CAPITAL CORP /IL/$139M AUM0.39%$430,67913.7KQ3 2025OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.38%$5M321.6KQ1 2026OLDER
Alliance Wealth Advisors, LLC /UT$462M AUM0.37%$2M109.5KQ1 2026OLDER
BECK CAPITAL MANAGEMENT, LLC$437M AUM0.36%$2M99.4KQ1 2026OLDER
COMPASS CAPITAL CORP /MA/ /ADV$279M AUM0.35%$972,10956.2KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.34%$1,89060.0KQ3 2025OLDER
Tactive Advisors, LLC$406M AUM0.33%$1M113.8KQ2 2026
TORNO CAPITAL, LLC$725M AUM0.32%$4M125.0KQ3 2025OLDER
Oxler Private Wealth LLC$319M AUM0.32%$1M65.2KQ1 2026OLDER
CORA CAPITAL ADVISORS LLC$302M AUM0.32%$962,52760.8KQ1 2026OLDER
Copperleaf Capital, LLC$209M AUM0.31%$648,00320.6KQ3 2025OLDER
MACQUARIE GROUP LTD$16.8B AUM0.31%$52M3.29MQ1 2026OLDER
INVESTMENT PARTNERS, LTD.$281M AUM0.31%$861,54854.4KQ1 2026OLDER
FSA Investment Group, LLC$248M AUM0.30%$487,31421.7KQ4 2025OLDER
Whitaker-Myers Wealth Managers, LTD.$599M AUM0.29%$2M144.8KQ2 2026
Estate Planners Group, LLC$208M AUM0.28%$591,28337.4KQ1 2026OLDER
Bosman Wealth Management, LLC$114M AUM0.26%$298,72818.9KQ1 2026OLDER
Advyzon Investment Management, LLC$1.1B AUM0.26%$2M48.6KQ3 2025OLDER
Marex Group Ltd$15.8B AUM0.26%$41M2.59MQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.26%$10M434.3KQ4 2025OLDER
ETF Store, Inc.$103M AUM0.25%$258,23516.3KQ1 2026OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM0.25%$416,30118.6KQ4 2025OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM0.24%$424,81513.1KQ3 2025OLDER
Revere Asset Management, Inc$195M AUM0.23%$597,24119.0KQ3 2025OLDER
Aristides Capital LLC$462M AUM0.21%$1M46.9KQ3 2025OLDER
Evergreen Quality Fund GP, Ltd.$4.4B AUM0.21%$9M574.0KQ1 2026OLDER
bLong Financial, LLC$132M AUM0.20%$293,6019.3KQ3 2025OLDER
ATLANTIC FAMILY WEALTH, LLC$138M AUM0.19%$267,52716.9KQ1 2026OLDER
PPSC Investment Service Corp$1.3B AUM0.19%$2M154.0KQ1 2026OLDER
Teamwork Financial Advisors, LLC$1.1B AUM0.18%$2M81.4KQ4 2025OLDER
Gallacher Capital Management LLC$261M AUM0.18%$472,41529.8KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.18%$545,75534.5KQ1 2026OLDER
Permanens Capital L.P.$776M AUM0.18%$1M38.2KQ3 2025OLDER
Elequin Capital, LP$1.2B AUM0.18%$3M105.0KQ3 2025OLDER
Senator Investment Group LP$2.2B AUM0.18%$4M243.0KQ1 2026OLDER
Family Office Research LLC$230M AUM0.18%$405,23225.6KQ1 2026OLDER
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC$315M AUM0.18%$501,96122.4KQ4 2025OLDER
LEE JOHNSON CAPITAL MANAGEMENT, LLC$279M AUM0.17%$484,24030.6KQ1 2026OLDER
Flatrock Wealth Partners LLC$208M AUM0.17%$355,20115.8KQ1 2026OLDER
Impact Partnership Wealth, LLC$810M AUM0.17%$1M86.0KQ1 2026OLDER
WATERSHED PRIVATE WEALTH LLC$321M AUM0.17%$536,96933.9KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.17%$16M723.6KQ4 2025OLDER
Black Maple Capital Management LP$179M AUM0.16%$292,85518.5KQ1 2026OLDER
Fiduciary Planning LLC$331M AUM0.16%$524,38916.6KQ3 2025OLDER
RIA Advisory Group LLC$421M AUM0.16%$663,43529.6KQ4 2025OLDER
NEW WAVE WEALTH ADVISORS LLC$288M AUM0.16%$455,52428.8KQ1 2026OLDER
Forefront Wealth Partners, LLC$239M AUM0.16%$627,77319.9KQ3 2025OLDER
Chung Wu Investment Group, LLC$116M AUM0.16%$189,0606.0KQ3 2025OLDER
Perissos Private Wealth Management, LLC$115M AUM0.16%$215,8446.8KQ3 2025OLDER
FARALLON CAPITAL MANAGEMENT, L.L.C.$18.4B AUM0.16%$33M1.48MQ4 2025OLDER
Ackerman Asset Management, LLC$143M AUM0.15%$231,72410.3KQ4 2025OLDER
SIH Partners, LLLP$7.6B AUM0.15%$8M361.9KQ4 2025OLDER
MANGROVE PARTNERS IM, LLC$1.2B AUM0.15%$2M66.0KQ3 2025OLDER
Weiss Asset Management LP$5.9B AUM0.15%$9M564.8KQ1 2026OLDER
NANO CAP NEW MILLENNIUM GROWTH FUND L P$107M AUM0.15%$158,30010.0KQ1 2026OLDER
Platform Technology Partners$519M AUM0.15%$764,34548.3KQ1 2026OLDER
Orland Properties Ltd$267M AUM0.15%$392,09324.8KQ1 2026OLDER
Asset Allocation Strategies LLC$563M AUM0.15%$819,17151.7KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.14%$2M127.4KQ1 2026OLDER
Almanack Investment Partners, LLC.$592M AUM0.14%$926,04729.4KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.14%$19M614.2KQ3 2025OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.14%$20M1.25MQ1 2026OLDER
FORONJY FINANCIAL LLC$241M AUM0.14%$336,68421.3KQ1 2026OLDER
Copia Wealth Management$146M AUM0.14%$202,60812.8KQ1 2026OLDER
Clientfirst Wealth Management, LLC$118M AUM0.14%$164,28410.4KQ1 2026OLDER
Wealth Management Associates, Inc.$290M AUM0.14%$397,06217.7KQ4 2025OLDER
Mainstream Capital Management LLC$149M AUM0.14%$204,08012.9KQ1 2026OLDER
Wilmar Advisors LLC$116M AUM0.14%$158,30010.0KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.14%$612,36419.4KQ3 2025OLDER
SCRATCH CAPITAL LLC$175M AUM0.13%$204,0689.1KQ4 2025OLDER
Tidal Investments LLC$47.4B AUM0.13%$63M3.98MQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.13%$490,98431.0KQ1 2026OLDER
Gimbal Financial$167M AUM0.13%$216,5686.9KQ3 2025OLDER
Prospect Financial Services LLC$164M AUM0.13%$224,9877.1KQ3 2025OLDER
Regency Capital Management Inc.\DE$224M AUM0.13%$271,9318.6KQ3 2025OLDER
BlueCrest Capital Management Ltd$1.7B AUM0.13%$2M135.0KQ1 2026OLDER
J2 Capital Management Inc$146M AUM0.12%$182,10811.5KQ1 2026OLDER
Powell Investment Advisors, LLC$290M AUM0.12%$350,29711.1KQ3 2025OLDER
Yukon Wealth Management, Inc.$168M AUM0.12%$371,85011.8KQ3 2025OLDER
Paradiem, LLC$454M AUM0.12%$544,56834.4KQ1 2026OLDER
Avenir Tech Ltd$790M AUM0.12%$941,31559.5KQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.12%$5M310.0KQ1 2026OLDER
All Terrain Financial Advisors, LLC$425M AUM0.12%$500,98831.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.11%$275M17.34MQ1 2026OLDER
Palumbo Wealth Management LLC$410M AUM0.11%$458,20028.9KQ1 2026OLDER
NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM0.11%$291,22224.5KQ2 2026
Coastwise Capital Group, LLC$180M AUM0.11%$201,07312.7KQ1 2026OLDER
Kagan Cocozza Asset Management$142M AUM0.11%$158,45810.0KQ1 2026OLDER
YARGER WEALTH STRATEGIES, LLC$248M AUM0.11%$241,8577.7KQ3 2025OLDER
GK Wealth Management LLC$190M AUM0.11%$210,51417.7KQ2 2026
Arete Wealth Advisors, LLC$1.3B AUM0.11%$1,76355.6KQ3 2025OLDER
Clear Street Group Inc.$24.6B AUM0.11%$26M1.67MQ1 2026OLDER
Blackhawk Capital Partners, LLC$273M AUM0.11%$272,3728.6KQ3 2025OLDER
Concentrum Wealth Management$339M AUM0.11%$356,42822.5KQ1 2026OLDER
OLD NATIONAL BANCORP /IN/$6.0B AUM0.10%$6M394.9KQ1 2026OLDER
Pilgrim Partners Asia Pte Ltd$246M AUM0.10%$253,28016.0KQ1 2026OLDER
PCG Wealth Advisors, LLC$395M AUM0.10%$401,70225.4KQ1 2026OLDER
Resolute Advisors LLC$242M AUM0.10%$309,53413.8KQ4 2025OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.10%$488,08630.8KQ1 2026OLDER
Trueblood Wealth Management, LLC$256M AUM0.10%$255,33816.1KQ1 2026OLDER
Quantum Financial Planning Services, Inc.$278M AUM0.10%$244,2037.8KQ3 2025OLDER
PENNINGTON PARTNERS & CO., LLC$292M AUM0.10%$206,0126.5KQ3 2025OLDER
Franchise Capital Ltd$230M AUM0.10%$222,1467.0KQ3 2025OLDER
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.10%$824,18952.1KQ1 2026OLDER
WESPAC Advisors, LLC$183M AUM0.09%$173,40211.0KQ1 2026OLDER
KTF INVESTMENTS, LLC$584M AUM0.09%$550,88434.8KQ1 2026OLDER
Tempus Wealth Planning, LLC$435M AUM0.09%$398,88512.7KQ3 2025OLDER
MOSELEY INVESTMENT MANAGEMENT INC$314M AUM0.09%$287,26718.1KQ1 2026OLDER
IPG Investment Advisors LLC$582M AUM0.09%$528,69033.4KQ1 2026OLDER
Interchange Capital Partners, LLC$317M AUM0.09%$286,61320.7KQ1 2026OLDER
VICTORY FINANCIAL GROUP, LLC$814M AUM0.09%$732,23246.3KQ1 2026OLDER
Lansing Street Advisors$397M AUM0.09%$356,01722.5KQ1 2026OLDER
Able Wealth Management LLC$374M AUM0.09%$238,2477.6KQ3 2025OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.09%$1M54.0KQ4 2025OLDER
TrueWealth Advisors, LLC$444M AUM0.09%$391,78733.0KQ2 2026
Vivid Wealth Management, LLC$247M AUM0.09%$216,50713.7KQ1 2026OLDER
Ridgewood Investments LLC$244M AUM0.09%$211,71013.4KQ1 2026OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.09%$824,80652.1KQ1 2026OLDER
McElhenny Sheffield Capital Management, LLC$403M AUM0.08%$339,75921.5KQ1 2026OLDER
WESCAP Management Group, Inc.$508M AUM0.08%$418,18126.4KQ1 2026OLDER
Advisor Resource Council$309M AUM0.08%$228,86513.1KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.08%$112M3.54MQ3 2025OLDER
SIG BROKERAGE, LP$3.8B AUM0.08%$3M88.3KQ3 2025OLDER
Connective Capital Management, LLC$121M AUM0.08%$95,9616.1KQ1 2026OLDER
Formidable Asset Management, LLC$648M AUM0.08%$512,92922.9KQ1 2026OLDER
Emerald Advisors, LLC$808M AUM0.08%$634,46640.1KQ1 2026OLDER
Garde Capital, Inc.$1.7B AUM0.08%$1M82.7KQ1 2026OLDER
Regent Peak Wealth Advisors LLC$490M AUM0.08%$380,91724.1KQ1 2026OLDER
Benchmark Financial Wealth Advisors, LLC$361M AUM0.08%$257,3428.2KQ3 2025OLDER
Accredited Wealth Management, LLC$134M AUM0.08%$101,62017.8KQ3 2025OLDER
WCG Wealth Advisors LLC$3.6B AUM0.08%$3M170.8KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.07%$451,28826.4KQ1 2026OLDER
Reliant Wealth Planning$331M AUM0.07%$240,28415.2KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.07%$498,61331.5KQ1 2026OLDER
Sara-Bay Financial$333M AUM0.07%$237,45015.0KQ1 2026OLDER
Brevan Howard Capital Management LP$11.3B AUM0.07%$7M289.4KQ4 2025OLDER
Ameliora Wealth Management Ltd.$314M AUM0.07%$223,21914.1KQ1 2026OLDER
FIRST UNITED BANK & TRUST$308M AUM0.07%$218,69113.8KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.07%$724,44445.8KQ1 2026OLDER
Reyes Financial Architecture, Inc.$179M AUM0.07%$99,1933.1KQ3 2025OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.07%$526,34833.3KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.07%$542,43134.3KQ1 2026OLDER
ArchPoint Investors$420M AUM0.07%$280,06417.7KQ1 2026OLDER
City State Bank$385M AUM0.07%$254,38816.1KQ1 2026OLDER
TERRIL BROTHERS, INC.$366M AUM0.06%$210,9596.7KQ3 2025OLDER
Revisor Wealth Management LLC$362M AUM0.06%$230,28214.5KQ1 2026OLDER
Strong Tower Advisory Services$531M AUM0.06%$333,39621.1KQ1 2026OLDER
Keystone Global Partners, LLC$265M AUM0.06%$165,86613.9KQ2 2026
Rossmore Private Capital$1.1B AUM0.06%$560,68917.8KQ3 2025OLDER
IAM Advisory, LLC$446M AUM0.06%$267,5048.5KQ3 2025OLDER
IHT Wealth Management, LLC$4.3B AUM0.06%$3M163.4KQ1 2026OLDER
MILESTONE ASSET MANAGEMENT, LLC$543M AUM0.06%$323,56520.4KQ1 2026OLDER
Manchester Capital Management LLC$694M AUM0.06%$439,66014.0KQ3 2025OLDER
Apexium Financial, LP$2.1B AUM0.06%$1M38.9KQ3 2025OLDER
BigSur Wealth Management LLC$356M AUM0.06%$209,54213.2KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.06%$1M77.7KQ1 2026OLDER
San Luis Wealth Advisors LLC$604M AUM0.06%$351,60022.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.06%$449M28.34MQ1 2026OLDER
Jain Global LLC$24.2B AUM0.06%$14M879.6KQ1 2026OLDER
Sterling Investment Advisors, Ltd.$552M AUM0.06%$313,03819.8KQ1 2026OLDER
Tamar Securities, LLC$934M AUM0.06%$521,06132.9KQ1 2026OLDER
Private Capital Advisors, Inc.$872M AUM0.05%$477,03730.1KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.05%$1M39.6KQ3 2025OLDER
Ionic Capital Management LLC$1.4B AUM0.05%$418,81318.7KQ4 2025OLDER
Rakuten Group, Inc.$2.6B AUM0.05%$1M53.4KQ4 2025OLDER
NEOS Investment Management LLC$19.8B AUM0.05%$10M661.9KQ1 2026OLDER
Atlantic Edge Private Wealth Management, LLC$407M AUM0.05%$213,0859.5KQ4 2025OLDER
Bulltick Wealth Management, LLC$453M AUM0.05%$241,61610.8KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.05%$453M28.65MQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.05%$481,16930.4KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.05%$23M1.43MQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.05%$289,0009.2KQ3 2025OLDER
Hibernia Wealth Partners, LLC$338M AUM0.05%$164,53610.4KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.05%$3M118.4KQ4 2025OLDER
SevenBridge Financial Group, LLC$640M AUM0.05%$297,96716.4KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.05%$4M173.3KQ4 2025OLDER
Watts Gwilliam & Co., LLC$620M AUM0.05%$285,3559.1KQ3 2025OLDER
Spartan Wealth Advisory Services LLC$1.1B AUM0.05%$518,19532.7KQ1 2026OLDER
Clare Market Investments LLC$478M AUM0.04%$210,77613.3KQ1 2026OLDER
Heritage Investment Group, Inc.$661M AUM0.04%$288,81818.2KQ1 2026OLDER
Franchise GP Ltd$272M AUM0.04%$117,9347.5KQ1 2026OLDER
Wealthfront Advisers LLC$45.6B AUM0.04%$19M1.23MQ1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.04%$136,8236.1KQ4 2025OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.04%$709,25931.6KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.04%$355,05122.4KQ1 2026OLDER
Sage Mountain Advisors LLC$1.4B AUM0.04%$572,55536.2KQ1 2026OLDER
Addison Capital Co$562M AUM0.04%$223,82014.1KQ1 2026OLDER
LAFFER TENGLER INVESTMENTS, INC.$677M AUM0.04%$244,1397.7KQ3 2025OLDER
AlphaStar Capital Management, LLC$1.4B AUM0.04%$523,00733.0KQ1 2026OLDER
Innovative Asset Advisors Group, LLC$173M AUM0.04%$65,6944.2KQ1 2026OLDER
Integrated Investment Consultants, LLC$471M AUM0.04%$175,15911.1KQ2 2026
CANTOR FITZGERALD, L. P.$6.8B AUM0.04%$2M108.9KQ4 2025OLDER
BIP Wealth, LLC$2.5B AUM0.04%$894,33856.5KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.04%$26M1.62MQ1 2026OLDER
DDD Partners, LLC$1.5B AUM0.04%$525,23933.2KQ1 2026OLDER
HARVEY CAPITAL MANAGEMENT INC$439M AUM0.04%$158,30010.0KQ1 2026OLDER
JT Stratford LLC$786M AUM0.04%$269,2218.5KQ3 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.04%$223M14.07MQ1 2026OLDER
Blueprint Financial Advisors LLC$675M AUM0.04%$237,45015.0KQ1 2026OLDER
Eagle Bay Advisors LLC$113M AUM0.03%$47,6302.1KQ4 2025OLDER
Tradition Wealth Management, LLC$1.4B AUM0.03%$467,16714.8KQ3 2025OLDER
Triad Wealth Partners, LLC$1.3B AUM0.03%$431,71627.3KQ1 2026OLDER
MMCAP International Inc. SPC$1.2B AUM0.03%$395,75025.0KQ1 2026OLDER
Lloyd Advisory Services, LLC.$349M AUM0.03%$87,9263.9KQ4 2025OLDER
Synergy Asset Management, LLC$942M AUM0.03%$317,56620.1KQ1 2026OLDER
UNIQUE WEALTH, LLC$723M AUM0.03%$241,28010.8KQ4 2025OLDER
StoneX Group Inc.$1.9B AUM0.03%$743,95123.6KQ3 2025OLDER
IAG Wealth Partners, LLC$896M AUM0.03%$288,47018.2KQ1 2026OLDER
MTM Investment Management, LLC$316M AUM0.03%$100,9486.4KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.03%$32M1.00MQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.03%$2M154.0KQ1 2026OLDER
Bienville Capital Management, LLC$550M AUM0.03%$172,95910.9KQ1 2026OLDER
Insight Advisors, LLC/ PA$525M AUM0.03%$164,29910.4KQ1 2026OLDER
AMERIFLEX GROUP, INC.$198M AUM0.03%$60,5663.8KQ1 2026OLDER
Security National Bank$838M AUM0.03%$253,75621.3KQ2 2026
Integrated Wealth Concepts LLC$12.5B AUM0.03%$4M239.2KQ1 2026OLDER
Strive Financial Group ,LLC$189M AUM0.03%$60,6282.7KQ4 2025OLDER
Citizens National Bank Trust Department$601M AUM0.03%$178,87911.3KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.03%$2M147.5KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.03%$4M250.0KQ1 2026OLDER
TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM0.03%$360,35422.8KQ1 2026OLDER
Evolution Wealth Advisors, LLC$981M AUM0.03%$282,24917.8KQ1 2026OLDER
Zhang Financial LLC$2.9B AUM0.03%$823,95252.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.03%$25M1.58MQ1 2026OLDER
GRIFFIN ASSET MANAGEMENT, INC.$887M AUM0.03%$243,7937.7KQ3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.03%$1M82.7KQ1 2026OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.03%$13M599.6KQ4 2025OLDER
PROATHLETE WEALTH MANAGEMENT LLC$361M AUM0.03%$94,3466.0KQ1 2026OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.03%$633,12140.0KQ1 2026OLDER
LRI Investments, LLC$1.1B AUM0.03%$315,10010.0KQ3 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.03%$750,68733.5KQ4 2025OLDER
Purpose Unlimited Inc.$2.4B AUM0.03%$611,27038.6KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.03%$331,24320.9KQ1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.03%$70M4.40MQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.02%$468,23629.6KQ1 2026OLDER
DIMENSION CAPITAL MANAGEMENT LLC$713M AUM0.02%$169,30210.7KQ1 2026OLDER
Bristlecone Advisors, LLC$1.2B AUM0.02%$283,5909.0KQ3 2025OLDER
WealthShield Partners, LLC$898M AUM0.02%$212,62913.4KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.02%$116,5873.7KQ3 2025OLDER
Shay Capital LLC$1.2B AUM0.02%$224,30010.0KQ4 2025OLDER
FWL INVESTMENT MANAGEMENT, LLC$456M AUM0.02%$88,2282.8KQ3 2025OLDER
Factor Wealth Management LTD$661M AUM0.02%$152,09712.8KQ2 2026
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.02%$538,82117.1KQ3 2025OLDER
Mutual Advisors, LLC$4.7B AUM0.02%$1M66.2KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.02%$50,0574.2KQ2 2026
GFS Advisors, LLC$1.6B AUM0.02%$175,47611.1KQ1 2026OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.02%$963,14560.8KQ1 2026OLDER
Joel Isaacson & Co., LLC$3.0B AUM0.02%$673,31342.5KQ1 2026OLDER
Activest Wealth Management$569M AUM0.02%$124,6837.9KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$2M125.8KQ1 2026OLDER
Freestone Capital Holdings, LLC$3.3B AUM0.02%$709,91244.8KQ1 2026OLDER
Bleakley Financial Group, LLC$6.4B AUM0.02%$1M86.5KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.02%$17M1.00MQ1 2026OLDER
Game Plan Financial Advisors, LLC$222M AUM0.02%$46,9523.0KQ1 2026OLDER
Clear Creek Financial Management, LLC$1.3B AUM0.02%$273,47917.3KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.02%$619,68139.1KQ1 2026OLDER
Keel Point, LLC$1.5B AUM0.02%$316,60020.0KQ2 2026
XTX Topco Ltd$5.8B AUM0.02%$788,32535.1KQ4 2025OLDER
Leo Wealth, LLC$1.4B AUM0.02%$284,67618.0KQ1 2026OLDER
HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM0.02%$471,13815.0KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.02%$178M11.24MQ1 2026OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$321,55910.2KQ3 2025OLDER
Cresset Asset Management, LLC$23.1B AUM0.02%$5M294.6KQ1 2026OLDER
Kera Capital Partners, Inc.$815M AUM0.02%$163,08110.3KQ1 2026OLDER
Hilton Capital Management, LLC$1.3B AUM0.02%$262,76711.7KQ4 2025OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.02%$217,8626.9KQ3 2025OLDER
Wall Street Financial Group, Inc.$169M AUM0.02%$33,3222.1KQ1 2026OLDER
Keystone Financial Group$1.5B AUM0.02%$256,9978.2KQ3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.02%$146,8168.2KQ1 2026OLDER
NTV ASSET MANAGEMENT LLC$910M AUM0.02%$175,15911.1KQ1 2026OLDER
DeepCurrents Investment Group LLC$3.1B AUM0.02%$598,374378Q1 2026OLDER
J. Goldman & Co LP$3.4B AUM0.02%$756,24024.0KQ3 2025OLDER
Continuum Advisory, LLC$1.0B AUM0.02%$195,81712.4KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M625.1KQ1 2026OLDER
Moisand Fitzgerald Tamayo, LLC$931M AUM0.02%$171,42410.8KQ1 2026OLDER
Howard Capital Management Group, LLC$1.5B AUM0.02%$274,65117.4KQ1 2026OLDER
Cinctive Capital Management LP$1.5B AUM0.02%$378,12012.0KQ3 2025OLDER
Clark Capital Management Group, Inc.$16.2B AUM0.02%$3M130.6KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.02%$317,13820.0KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.02%$23,8721.5KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.02%$477,71830.2KQ1 2026OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.02%$246,37815.6KQ1 2026OLDER
Sovran Advisors, LLC$1.3B AUM0.02%$220,28112.9KQ1 2026OLDER
Magnus Financial Group LLC$1.4B AUM0.02%$217,2129.7KQ4 2025OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.02%$957,74760.5KQ1 2026OLDER
Sound View Wealth Advisors Group, LLC$1.5B AUM0.02%$237,4227.5KQ3 2025OLDER
BBR PARTNERS, LLC$1.8B AUM0.02%$291,78218.4KQ1 2026OLDER
OneAscent Financial Services LLC$1.8B AUM0.02%$298,61718.9KQ1 2026OLDER
Avestar Capital, LLC$1.6B AUM0.02%$249,94015.8KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.02%$318,71920.1KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.02%$4M176.8KQ4 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.02%$342,05915.3KQ4 2025OLDER
Richard W. Paul & Associates, LLC$297M AUM0.02%$46,7303.0KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M64.1KQ1 2026OLDER
CARRET ASSET MANAGEMENT, LLC$1.0B AUM0.02%$159,88310.1KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$6M350.9KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.02%$200,5698.9KQ4 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.01%$4M200.0KQ4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.01%$212,0319.5KQ1 2026OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.01%$245,49610.9KQ4 2025OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.01%$253,05816.0KQ1 2026OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.01%$25,1541.6KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.01%$140,40911.8KQ2 2026
GM Advisory Group, LLC$2.6B AUM0.01%$353,61022.3KQ1 2026OLDER
VestGen Advisors, LLC$3.8B AUM0.01%$511,83829.7KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$306,35819.4KQ1 2026OLDER
CARDIFF PARK ADVISORS, LLC$1.3B AUM0.01%$169,49210.7KQ1 2026OLDER
Aventura Private Wealth, LLC$273M AUM0.01%$36,9792.3KQ1 2026OLDER
BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6B AUM0.01%$204,6969.1KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$10M332.0KQ3 2025OLDER
Measured Wealth Private Client Group, LLC$366M AUM0.01%$48,1233.0KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.01%$345,63221.8KQ2 2026
Kathmere Capital Management, LLC$1.6B AUM0.01%$212,31213.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$24M1.06MQ4 2025OLDER
Sankala Group LLC$122M AUM0.01%$15,8391.1KQ1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.01%$539,64534.1KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$11M689.7KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.01%$318,62820.1KQ1 2026OLDER
CLIFFORD SWAN INVESTMENT COUNSEL LLC$2.9B AUM0.01%$370,74711.8KQ3 2025OLDER
PFG Investments, LLC$2.1B AUM0.01%$233,9307.4KQ3 2025OLDER
Parcion Private Wealth LLC$1.6B AUM0.01%$195,92812.4KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.01%$41,6652.6KQ1 2026OLDER
Triumph Capital Management$491M AUM0.01%$58,7613.7KQ1 2026OLDER
Meramec Financial Planners, LLC$252M AUM0.01%$29,4961.7KQ1 2026OLDER
BRIGHTON JONES LLC$2.4B AUM0.01%$485,96615.4KQ3 2025OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$39,4541.8KQ4 2025OLDER
KM Capital Management Ltd.$149M AUM0.01%$17,0201.0KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.01%$951,78360.1KQ1 2026OLDER
Trek Financial, LLC$1.9B AUM0.01%$212,97713.5KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.01%$126,0404.0KQ3 2025OLDER
EFG International AG$4.7B AUM0.01%$523,65733.1KQ1 2026OLDER
Walleye Trading LLC$60.0B AUM0.01%$7M419.2KQ1 2026OLDER
Sepio Capital, LP$1.8B AUM0.01%$201,5569.0KQ4 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$1M69.6KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.01%$784,41024.9KQ3 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$1M67.7KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$462,28220.6KQ4 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.01%$193,44312.2KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.01%$316,29710.0KQ3 2025OLDER
Empowered Funds, LLC$15.7B AUM0.01%$1M31.8KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.01%$756,04147.8KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$525,88344.2KQ2 2026
MGO ONE SEVEN LLC$5.0B AUM0.01%$491,28431.0KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.01%$231,86314.6KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.01%$261,78116.5KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$197,89112.5KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$9M569.9KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$774,87949.0KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$484,45521.6KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.01%$3M174.3KQ1 2026OLDER
MEITAV INVESTMENT HOUSE LTD$9.1B AUM0.01%$839,06953.0KQ1 2026OLDER
SAX WEALTH ADVISORS, LLC$2.5B AUM0.01%$220,33813.9KQ2 2026
North Star Investment Management Corp.$1.7B AUM0.01%$144,2119.1KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$328,61520.8KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$526,11033.2KQ1 2026OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$254,89211.4KQ4 2025OLDER
Financial Life Planners$130M AUM0.01%$10,828684Q1 2026OLDER
OneDigital Investment Advisors LLC$10.2B AUM0.01%$843,79437.6KQ4 2025OLDER
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.01%$258,48816.3KQ1 2026OLDER
Modus Advisors, LLC$363M AUM0.01%$29,9221.3KQ4 2025OLDER
Venture Visionary Partners LLC$3.0B AUM0.01%$235,27114.9KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.01%$310,03819.6KQ1 2026OLDER
CWA Asset Management Group, LLC$2.9B AUM0.01%$216,2039.6KQ4 2025OLDER
Jefferies Financial Group Inc.$14.6B AUM0.01%$1M71.3KQ1 2026OLDER
Philadelphia Investment Partners, LLC$147M AUM0.01%$11,318715Q1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$402,19320.5KQ4 2025OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.01%$337,93015.1KQ4 2025OLDER
Alpha Cubed Investments, LLC$2.9B AUM0.01%$221,1159.9KQ4 2025OLDER
Advance Capital Management, Inc.$2.6B AUM0.01%$192,12912.1KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M233.5KQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.01%$210,6136.7KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$226,73314.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$26M1.64MQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$2M117.6KQ2 2026
HBK INVESTMENTS L P$9.9B AUM0.01%$660,11141.7KQ1 2026OLDER
Performance Wealth Partners, LLC$3.4B AUM0.01%$227,79414.4KQ1 2026OLDER
DT Investment Partners, LLC$1.2B AUM0.01%$79,1825.0KQ1 2026OLDER
UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM0.01%$1M67.5KQ1 2026OLDER
Cedar Wealth Management, LLC$344M AUM0.01%$20,954665Q3 2025OLDER
LFA - Lugano Financial Advisors SA$197M AUM0.01%$12,337550Q4 2025OLDER
Hilton Head Capital Partners, LLC$177M AUM0.01%$11,239710Q1 2026OLDER
Acumen Wealth Advisors, LLC$372M AUM0.01%$23,4451.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.01%$563,48535.6KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$24,5371.6KQ1 2026OLDER
Valmark Advisers, Inc.$8.4B AUM0.01%$480,33815.2KQ3 2025OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.01%$445,74436.5KQ1 2026OLDER
Cherry Tree Wealth Management, LLC$473M AUM0.01%$28,5581.8KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.01%$331,99921.0KQ2 2026
Private Advisor Group, LLC$21.3B AUM0.01%$1M80.0KQ1 2026OLDER
Delos Wealth Advisors, LLC$175M AUM0.01%$8,972400Q4 2025OLDER
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.01%$7,393467Q1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.01%$743,96247.0KQ1 2026OLDER
Berbice Capital Management LLC$153M AUM0.01%$9,453300Q3 2025OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$332,45714.8KQ4 2025OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$498,48731.5KQ1 2026OLDER
DAGCO, INC.$461M AUM0.01%$22,278707Q3 2025OLDER
MPWM ADVISORY SOLUTIONS, LLC$189M AUM0.01%$10,432659Q1 2026OLDER
Dakota Wealth Management$4.6B AUM0.01%$250,96915.9KQ1 2026OLDER
Johnson Financial Group, Inc.$2.8B AUM0.01%$148,4079.4KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$296,13218.7KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.01%$20,4531.3KQ1 2026OLDER
Savvy Advisors, Inc.$3.7B AUM0.01%$200,20512.6KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.01%$459,83029.0KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.01%$159,28110.1KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.01%$3M175.3KQ1 2026OLDER
Nemes Rush Group LLC$1.1B AUM0.01%$53,0623.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$177,29811.2KQ1 2026OLDER
OPTIMUM INVESTMENT ADVISORS$252M AUM0.01%$12,604400Q3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$321,37420.3KQ1 2026OLDER
PEAK6 LLC$42.6B AUM0.00%$2M130.0KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.00%$198,63512.5KQ1 2026OLDER
Avior Wealth Management, LLC$3.8B AUM0.00%$178,04715.0KQ2 2026
Marshall & Sterling Wealth Advisors Inc.$153M AUM0.00%$7,124450Q1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$239,58715.1KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$866,42454.7KQ1 2026OLDER
Deane Retirement Strategies, Inc.$236M AUM0.00%$10,587336Q3 2025OLDER
RFG Advisory, LLC$5.4B AUM0.00%$236,21010.5KQ4 2025OLDER
Kozak & Associates, Inc.$576M AUM0.00%$25,5992.1KQ2 2026
Caitlin John, LLC$167M AUM0.00%$6,302200Q3 2025OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.00%$1M65.7KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$6M392.7KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.00%$286,22912.8KQ4 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$33,4972.1KQ1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.00%$13,060825Q1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$11,793745Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$107,5026.8KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.00%$158,61710.0KQ1 2026OLDER
EP Wealth Advisors, LLC$20.3B AUM0.00%$791,23150.0KQ1 2026OLDER
Compagnie Lombard Odier SCmA$8.1B AUM0.00%$301,72019.1KQ1 2026OLDER
Elyxium Wealth, LLC$312M AUM0.00%$13,301593Q4 2025OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.00%$10,609670Q1 2026OLDER
Silicon Valley Capital Partners$1.0B AUM0.00%$37,1772.3KQ1 2026OLDER

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