FDVVFIDELITY COVINGTON TRUST
CUSIP 316092840 · Yahoo Finance ↗ · Google Finance ↗
Fidelity Covington Trust (FDVV) has 484 institutional holders in Filings Flow’s 13F database, together reporting 65.36M shares worth $3.5B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Commonwealth Equity Services, LLC, and Morgan Stanley.
Institutional Holders
484
Q1 2026
Reported Value
$3.5B
Ticker
FDVV
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Landing Point Financial Group, LLC$206M AUM | 13.30% | $27M | 496.2K | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 9.87% | $15M | 266.1K | Q1 2026OLDER |
| Lakeridge Wealth Management LLC$233M AUM | 8.50% | $20M | 357.9K | Q1 2026OLDER |
| Dentgroup LLC$146M AUM | 7.45% | $11M | 191.4K | Q4 2025OLDER |
| Cornerstone Wealth, LLC/TN$178M AUM | 6.73% | $12M | 203.6K | Q1 2026OLDER |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 6.53% | $36M | 656.0K | Q1 2026OLDER |
| Investment Advisory Services Group LLC$115M AUM | 6.12% | $7M | 127.3K | Q1 2026OLDER |
| High Point Wealth Management, LLC$104M AUM | 5.77% | $6M | 108.1K | Q1 2026OLDER |
| Carbahal Olsen Financial Services Group, LLC$125M AUM | 5.70% | $7M | 129.0K | Q1 2026OLDER |
| BG Investment Services, LLC$120M AUM | 5.16% | $6M | 112.6K | Q1 2026OLDER |
| Cyr Financial Inc.$170M AUM | 5.08% | $9M | 156.3K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 4.82% | $5M | 89.2K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 4.41% | $15M | 273.4K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 4.35% | $18M | 326.1K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 4.33% | $140M | 2.53M | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 4.24% | $8M | 137.2K | Q1 2026OLDER |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$625M AUM | 3.86% | $24M | 437.1K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 3.81% | $6M | 105.3K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 3.78% | $9M | 169.1K | Q2 2026 |
| Sculati Wealth Management, LLC$271M AUM | 3.77% | $10M | 185.1K | Q1 2026OLDER |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 3.72% | $30M | 549.0K | Q1 2026OLDER |
| Independence Financial Advisors, LLC$386M AUM | 3.57% | $14M | 228.0K | Q2 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 3.50% | $13M | 224.7K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 3.36% | $18M | 311.2K | Q4 2025OLDER |
| Prentice Wealth Management LLC$484M AUM | 3.03% | $15M | 243.8K | Q2 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 3.02% | $41M | 737.0K | Q1 2026OLDER |
| Marmo Financial Group, LLC$202M AUM | 2.89% | $6M | 105.7K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 2.84% | $8M | 143.6K | Q1 2026OLDER |
| Clearwave Capital, LLC$146M AUM | 2.82% | $4M | 74.6K | Q1 2026OLDER |
| Powers Advisory Group, LLC$284M AUM | 2.74% | $8M | 140.7K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$319M AUM | 2.57% | $8M | 136.0K | Q2 2026 |
| PCG Wealth Advisors, LLC$395M AUM | 2.54% | $10M | 181.9K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 2.40% | $22M | 395.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 2.40% | $17M | 302.2K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 2.23% | $4M | 65.8K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 2.22% | $5M | 94.5K | Q1 2026OLDER |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 2.15% | $4M | 73.2K | Q2 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$347M AUM | 2.12% | $7M | 121.8K | Q2 2026 |
| Pathway Financial Advisers, LLC$354M AUM | 2.09% | $7M | 133.7K | Q1 2026OLDER |
| Investmark Advisory Group LLC$234M AUM | 2.03% | $5M | 85.9K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 1.98% | $4M | 67.5K | Q1 2026OLDER |
| FSA WEALTH PARTNERS, INC.$210M AUM | 1.72% | $4M | 65.4K | Q1 2026OLDER |
| S&A Financial Services, Inc.$146M AUM | 1.66% | $2M | 43.7K | Q2 2026 |
| Castleview Partners, LLC$195M AUM | 1.53% | $3M | 53.9K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 1.37% | $5M | 75.1K | Q2 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 1.34% | $12M | 219.6K | Q1 2026OLDER |
| PRIMORIS WEALTH ADVISORS, LLC$143M AUM | 1.32% | $2M | 34.0K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 1.30% | $71M | 1.29M | Q1 2026OLDER |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 1.28% | $2M | 39.9K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 1.25% | $2M | 41.9K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$367M AUM | 1.21% | $4M | 73.5K | Q2 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 1.16% | $1M | 21.8K | Q2 2026 |
| Slagle Financial, LLC$303M AUM | 1.12% | $3M | 61.5K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 1.09% | $3M | 60.2K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 1.06% | $1M | 22.8K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.99% | $7M | 127.4K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.97% | $7M | 126.5K | Q1 2026OLDER |
| Ballew Advisors, Inc$194M AUM | 0.95% | $2M | 30.0K | Q2 2026 |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.88% | $3M | 59.3K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.85% | $11M | 203.1K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.83% | $95M | 1.72M | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.83% | $13M | 231.4K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.81% | $6M | 111.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.79% | $2M | 27.7K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.77% | $7M | 108.1K | Q2 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.76% | $44M | 801.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.74% | $69M | 1.24M | Q1 2026OLDER |
| Prospect Financial Services LLC$164M AUM | 0.73% | $1M | 21.5K | Q1 2026OLDER |
| Code Waechter LLC$168M AUM | 0.72% | $1M | 22.0K | Q1 2026OLDER |
| Pathfinder Wealth Consulting, Inc.$154M AUM | 0.71% | $1M | 20.0K | Q1 2026OLDER |
| CDM FINANCIAL COUNSELING SERVICES, INC.$105M AUM | 0.70% | $734,788 | 13.3K | Q1 2026OLDER |
| Plus Group Wealth Advisors LLC$106M AUM | 0.70% | $746,567 | 12.4K | Q2 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.68% | $42M | 760.0K | Q1 2026OLDER |
| BXM Wealth LLC$130M AUM | 0.68% | $883,840 | 16.0K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 0.68% | $17M | 304.9K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.66% | $1M | 20.8K | Q1 2026OLDER |
| Summit Financial Wealth Advisors, LLC$705M AUM | 0.66% | $5M | 84.2K | Q1 2026OLDER |
| Financial Management, Inc.$106M AUM | 0.65% | $696,508 | 12.6K | Q2 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.65% | $3M | 59.3K | Q1 2026OLDER |
| Element Wealth, LLC$242M AUM | 0.62% | $2M | 27.4K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.61% | $6M | 106.8K | Q3 2025OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.60% | $926,327 | 16.8K | Q1 2026OLDER |
| Mayfair Advisory Group, LLC$286M AUM | 0.60% | $2M | 31.0K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.56% | $856,441 | 15.5K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.54% | $10M | 174.9K | Q1 2026OLDER |
| Paragon Private Wealth Management, LLC$320M AUM | 0.52% | $2M | 30.3K | Q1 2026OLDER |
| Oasis Advisors, LLC$509M AUM | 0.52% | $3M | 47.4K | Q1 2026OLDER |
| bLong Financial, LLC$132M AUM | 0.52% | $683,651 | 12.4K | Q1 2026OLDER |
| Monetary Solutions, Ltd$103M AUM | 0.52% | $533,287 | 9.7K | Q1 2026OLDER |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.51% | $689,308 | 12.5K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.46% | $1M | 20.0K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.46% | $2M | 41.8K | Q1 2026OLDER |
| Core Wealth Advisors, Inc.$419M AUM | 0.45% | $2M | 34.1K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.44% | $8M | 135.8K | Q1 2026OLDER |
| Barry Investment Advisors, LLC$478M AUM | 0.43% | $2M | 34.4K | Q2 2026 |
| Midwest Financial Network, LLC$146M AUM | 0.43% | $626,814 | 10.4K | Q2 2026 |
| Hubbell Strickland Wealth Management, LLC$251M AUM | 0.43% | $1M | 19.4K | Q1 2026OLDER |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.42% | $2M | 30.9K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.42% | $8M | 143.6K | Q1 2026OLDER |
| Onyx Financial Advisors, LLC$241M AUM | 0.42% | $1M | 18.4K | Q1 2026OLDER |
| KFG WEALTH MANAGEMENT, LLC$774M AUM | 0.42% | $3M | 59.0K | Q1 2026OLDER |
| O'Dell Group, LLC$466M AUM | 0.41% | $2M | 34.2K | Q3 2025OLDER |
| TOMPKINS FINANCIAL CORP$1.3B AUM | 0.39% | $5M | 89.3K | Q1 2026OLDER |
| Live Oak Investment Partners$169M AUM | 0.36% | $617,804 | 11.2K | Q1 2026OLDER |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.36% | $2M | 39.1K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.36% | $682,558 | 11.6K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.36% | $2M | 31.1K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.35% | $394,575 | 7.1K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.35% | $7M | 121.0K | Q1 2026OLDER |
| TANDEM CAPITAL MANAGEMENT CORP /ADV$200M AUM | 0.33% | $663,985 | 12.0K | Q1 2026OLDER |
| Redwood Financial Network Corp$153M AUM | 0.33% | $503,000 | 9.1K | Q1 2026OLDER |
| Widmann Financial Services, Inc.$168M AUM | 0.33% | $548,632 | 9.9K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.32% | $971,118 | 17.6K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.32% | $3M | 54.8K | Q1 2026OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.32% | $2M | 27.6K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.30% | $1M | 18.0K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.30% | $4M | 74.1K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.30% | $1M | 18.2K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.30% | $569,524 | 10.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.30% | $14M | 257.7K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.29% | $421,376 | 7.4K | Q4 2025OLDER |
| Clare Market Investments LLC$478M AUM | 0.29% | $1M | 25.3K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.29% | $4M | 72.3K | Q1 2026OLDER |
| Performance Wealth Partners, LLC$3.4B AUM | 0.29% | $10M | 181.7K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.29% | $2M | 33.9K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.29% | $3M | 48.1K | Q2 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.28% | $1M | 18.4K | Q1 2026OLDER |
| Blue Water Asset Management$289M AUM | 0.27% | $793,677 | 14.4K | Q1 2026OLDER |
| LeClair Wealth Partners LLC$289M AUM | 0.27% | $793,677 | 14.4K | Q1 2026OLDER |
| Biondo Investment Advisors, LLC$780M AUM | 0.27% | $2M | 39.8K | Q4 2025OLDER |
| Fortitude Financial, LLC$111M AUM | 0.27% | $299,762 | 5.0K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.26% | $3M | 52.7K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.26% | $5M | 83.3K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.26% | $1M | 19.5K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.25% | $16M | 285.9K | Q1 2026OLDER |
| Lakeshore Capital Group, Inc.$123M AUM | 0.25% | $311,131 | 5.6K | Q3 2025OLDER |
| MKD WEALTH COACHES, LLC$102M AUM | 0.25% | $252,973 | 4.6K | Q1 2026OLDER |
| High Net Worth Advisory Group LLC$429M AUM | 0.25% | $1M | 19.2K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 0.25% | $1M | 23.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.25% | $4M | 71.9K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.24% | $244,327 | 4.4K | Q1 2026OLDER |
| LongView Wealth Management$390M AUM | 0.24% | $945,497 | 15.7K | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.24% | $660,527 | 11.0K | Q2 2026 |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.23% | $243,404 | 4.4K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.23% | $2M | 38.7K | Q2 2026 |
| Split Rock Private Trading & Wealth Management, LLC$129M AUM | 0.23% | $299,512 | 5.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.23% | $164M | 2.97M | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.23% | $3M | 45.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.23% | $5M | 93.5K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.23% | $374,817 | 6.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.23% | $60M | 1.08M | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.22% | $644,550 | 11.7K | Q1 2026OLDER |
| Everest Financial Group LLC$607M AUM | 0.22% | $1M | 24.3K | Q1 2026OLDER |
| SageOak Financial, LLC$142M AUM | 0.22% | $307,504 | 5.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.22% | $4M | 68.1K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.21% | $4M | 78.6K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.21% | $257,179 | 4.7K | Q1 2026OLDER |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.21% | $895,453 | 16.2K | Q1 2026OLDER |
| OBSIDIAN CIO, LLC$111M AUM | 0.21% | $230,644 | 4.2K | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.21% | $309,186 | 5.6K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.20% | $235,312 | 4.2K | Q4 2025OLDER |
| RHODES INVESTMENT ADVISORS INC /ADV$116M AUM | 0.20% | $232,284 | 4.2K | Q1 2026OLDER |
| Aldebaran Financial Inc.$105M AUM | 0.20% | $207,813 | 3.8K | Q1 2026OLDER |
| Financial Concepts Unlimited, Inc.$112M AUM | 0.20% | $219,925 | 4.0K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.19% | $16M | 290.3K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.17% | $1M | 18.7K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.17% | $327,766 | 5.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.16% | $12M | 218.1K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.16% | $3M | 45.7K | Q1 2026OLDER |
| MWA Asset Management$183M AUM | 0.16% | $287,153 | 5.2K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.16% | $236,816 | 4.3K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.15% | $629,570 | 11.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.15% | $32M | 579.6K | Q1 2026OLDER |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.15% | $376,240 | 6.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.15% | $2M | 38.2K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.15% | $1M | 18.6K | Q1 2026OLDER |
| PLANNING DIRECTIONS INC$198M AUM | 0.14% | $284,140 | 5.1K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.14% | $35M | 635.6K | Q1 2026OLDER |
| Octavia Wealth Advisors, LLC$1.0B AUM | 0.14% | $1M | 26.5K | Q1 2026OLDER |
| Tranquility Partners, LLC$265M AUM | 0.14% | $364,032 | 6.6K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.14% | $5M | 87.8K | Q1 2026OLDER |
| Certified Advisory Corp$1.2B AUM | 0.14% | $2M | 27.8K | Q2 2026 |
| TFB Advisors LLC$191M AUM | 0.13% | $257,750 | 4.7K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.13% | $539,971 | 9.8K | Q1 2026OLDER |
| Coordinated Financial Services, Inc.$174M AUM | 0.13% | $233,113 | 4.2K | Q1 2026OLDER |
| Aspect Partners, LLC$245M AUM | 0.13% | $322,602 | 5.8K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.13% | $17M | 298.9K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.13% | $10M | 174.0K | Q1 2026OLDER |
| LVZ, Inc.$984M AUM | 0.13% | $1M | 21.3K | Q2 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.13% | $317,740 | 5.8K | Q1 2026OLDER |
| SOUTHERN CAPITAL ADVISORS, LLC$214M AUM | 0.13% | $276,200 | 5.0K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.13% | $505,636 | 9.2K | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.13% | $348,178 | 6.3K | Q1 2026OLDER |
| LifeSteps Financial, Inc.$158M AUM | 0.13% | $201,663 | 3.7K | Q1 2026OLDER |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.12% | $2M | 33.6K | Q1 2026OLDER |
| Rollins Financial Advisors, LLC$632M AUM | 0.12% | $784,077 | 14.2K | Q1 2026OLDER |
| Hoese & Co LLP$135M AUM | 0.12% | $165,720 | 3.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.12% | $7M | 114.7K | Q4 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.12% | $1M | 23.5K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.12% | $241,455 | 4.4K | Q1 2026OLDER |
| Next Level Wealth Planning, LLC$195M AUM | 0.12% | $235,212 | 4.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.12% | $18M | 325.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.12% | $111M | 2.02M | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.12% | $469,418 | 7.8K | Q2 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.12% | $429,325 | 7.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.12% | $7M | 115.8K | Q4 2025OLDER |
| ADG Wealth Management Group, LLC$145M AUM | 0.12% | $167,930 | 3.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.12% | $79M | 1.43M | Q1 2026OLDER |
| Level Wealth Management LLC$213M AUM | 0.11% | $241,729 | 4.4K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.11% | $1M | 23.9K | Q1 2026OLDER |
| WESTBOURNE INVESTMENTS, INC.$210M AUM | 0.11% | $232,505 | 4.2K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.11% | $3M | 52.6K | Q1 2026OLDER |
| United Bank$301M AUM | 0.11% | $330,225 | 6.0K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.11% | $267,092 | 4.8K | Q1 2026OLDER |
| Destiny Capital Corp/CO$188M AUM | 0.11% | $200,576 | 3.6K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.11% | $17M | 315.1K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.10% | $119,318 | 2.2K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.10% | $2M | 30.4K | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.10% | $765,074 | 13.8K | Q1 2026OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.10% | $437,095 | 7.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.10% | $7M | 123.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.10% | $376M | 6.80M | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.10% | $8M | 144.2K | Q1 2026OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.10% | $2M | 28.4K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.10% | $1M | 22.8K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.10% | $503,206 | 9.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.10% | $35M | 626.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $3M | 48.6K | Q1 2026OLDER |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 0.09% | $560,665 | 10.1K | Q3 2025OLDER |
| Tidemark, LLC$393M AUM | 0.09% | $361,413 | 6.5K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.09% | $2M | 44.9K | Q1 2026OLDER |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.09% | $3M | 48.9K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.09% | $321,781 | 5.3K | Q2 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.09% | $2M | 29.7K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.09% | $359,258 | 6.0K | Q2 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.09% | $6M | 111.2K | Q1 2026OLDER |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.09% | $259,749 | 4.7K | Q3 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.08% | $2M | 32.9K | Q1 2026OLDER |
| SAPIENT CAPITAL LLC$7.6B AUM | 0.08% | $6M | 106.9K | Q2 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.08% | $754,566 | 12.5K | Q2 2026 |
| Financial Perspectives, Inc$358M AUM | 0.08% | $295,777 | 5.4K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.08% | $4M | 72.1K | Q2 2026 |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.08% | $3M | 48.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.08% | $3M | 57.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.08% | $727,074 | 13.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.08% | $6M | 114.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.08% | $3M | 52.9K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.08% | $963,346 | 17.4K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.08% | $1M | 25.8K | Q1 2026OLDER |
| Strengthening Families & Communities, LLC$401M AUM | 0.08% | $306,398 | 5.5K | Q1 2026OLDER |
| TruWealth Advisors, LLC$2.1B AUM | 0.08% | $2M | 28.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.08% | $5M | 89.2K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.08% | $539,942 | 9.8K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.07% | $619,654 | 10.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.07% | $1M | 25.4K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.07% | $217,826 | 3.9K | Q3 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.07% | $4M | 69.0K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.07% | $552,863 | 10.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.07% | $1M | 21.3K | Q1 2026OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.07% | $1M | 24.2K | Q1 2026OLDER |
| Sandbox Financial Partners, LLC$356M AUM | 0.07% | $241,178 | 4.3K | Q4 2025OLDER |
| Hilton Capital Management, LLC$1.3B AUM | 0.07% | $876,383 | 15.9K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.07% | $5M | 97.6K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 0.07% | $419,220 | 7.1K | Q1 2026OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.06% | $5M | 81.9K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.06% | $279,348 | 5.1K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.06% | $332,328 | 6.0K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.06% | $225,791 | 4.1K | Q1 2026OLDER |
| Southland Equity Partners LLC$571M AUM | 0.06% | $336,659 | 5.6K | Q2 2026 |
| Sigma Planning Corp$3.6B AUM | 0.06% | $2M | 38.3K | Q1 2026OLDER |
| CATALYST FINANCIAL PARTNERS LLC$847M AUM | 0.06% | $495,061 | 9.0K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.06% | $128,857 | 2.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.06% | $607,717 | 10.7K | Q4 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.06% | $1M | 21.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $2M | 43.9K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.06% | $324,720 | 5.7K | Q4 2025OLDER |
| Roxbury Financial LLC$126M AUM | 0.06% | $70,698 | 1.2K | Q2 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.06% | $635,260 | 11.5K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.05% | $906,840 | 15.6K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.05% | $945,770 | 17.1K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.05% | $1M | 22.7K | Q1 2026OLDER |
| RAM Investment Partners, LLC$569M AUM | 0.05% | $296,602 | 5.2K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.05% | $698,786 | 12.7K | Q1 2026OLDER |
| Advisors Preferred, LLC$679M AUM | 0.05% | $344,808 | 6.2K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $7M | 121.1K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 40.3K | Q4 2025OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.05% | $507,048 | 9.2K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.05% | $720,754 | 12.6K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.05% | $704,216 | 12.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.05% | $9M | 161.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.05% | $412,090 | 7.5K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.05% | $513,295 | 8.5K | Q2 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.05% | $55,240 | 1.0K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.05% | $470,563 | 7.8K | Q2 2026 |
| &PARTNERS$20.2B AUM | 0.05% | $9M | 169.9K | Q1 2026OLDER |
| Ellis Investment Partners, LLC$576M AUM | 0.05% | $264,339 | 4.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.05% | $6M | 111.5K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.04% | $335,178 | 6.1K | Q1 2026OLDER |
| HEADINVEST, LLC$488M AUM | 0.04% | $214,607 | 3.9K | Q1 2026OLDER |
| JGP Wealth Management, LLC$1.1B AUM | 0.04% | $485,382 | 8.1K | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $21M | 381.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.04% | $1M | 24.3K | Q2 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.04% | $122,508 | 2.2K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.04% | $73,326 | 1.3K | Q1 2026OLDER |
| New England Private Wealth Advisors LLC$866M AUM | 0.04% | $357,778 | 6.5K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.04% | $337,670 | 6.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 73.4K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.04% | $201,294 | 3.6K | Q1 2026OLDER |
| COMMUNITY TRUST & INVESTMENT CO$1.9B AUM | 0.04% | $717,091 | 11.9K | Q2 2026 |
| Delta Investment Management, LLC$559M AUM | 0.04% | $205,999 | 3.7K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.04% | $223,714 | 4.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.04% | $134M | 2.43M | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $116M | 2.11M | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.03% | $3M | 61.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.03% | $621,365 | 11.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $12M | 225.9K | Q1 2026OLDER |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.03% | $1M | 25.8K | Q4 2025OLDER |
| Madison Wealth Partners, Inc$627M AUM | 0.03% | $202,323 | 3.7K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.03% | $829,816 | 15.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $51M | 927.2K | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $430,320 | 7.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $401,772 | 7.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $800,875 | 14.5K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $832,502 | 15.1K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.03% | $189,473 | 3.4K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.03% | $252,495 | 4.2K | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.03% | $417,449 | 7.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $10M | 177.5K | Q1 2026OLDER |
| MJP ASSOCIATES INC /ADV$824M AUM | 0.03% | $243,443 | 4.4K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.03% | $25M | 454.4K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.03% | $443,191 | 8.0K | Q2 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.03% | $3M | 45.8K | Q3 2025OLDER |
| PlanVest Financial, Inc$131M AUM | 0.03% | $38,116 | 690 | Q1 2026OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $480,460 | 8.7K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.03% | $878,929 | 15.9K | Q1 2026OLDER |
| ZEGA Investments, LLC$890M AUM | 0.03% | $243,443 | 4.4K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.03% | $560,316 | 10.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $2M | 44.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $347,072 | 6.3K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 41.3K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.03% | $698,317 | 12.6K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.02% | $62,651 | 1.1K | Q1 2026OLDER |
| Forge Financial Services LLC$987M AUM | 0.02% | $243,222 | 4.4K | Q1 2026OLDER |
| Compass Ion Advisors, LLC$1.0B AUM | 0.02% | $258,137 | 4.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 24.5K | Q1 2026OLDER |
| Financial Partners Group, Inc$836M AUM | 0.02% | $206,312 | 3.5K | Q4 2025OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.02% | $733,963 | 12.2K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $1M | 21.4K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $485,338 | 8.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 107.7K | Q2 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $369,556 | 6.7K | Q1 2026OLDER |
| Rehmann Capital Advisory Group$1.9B AUM | 0.02% | $397,286 | 7.2K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.02% | $3M | 48.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.02% | $2M | 33.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $191,475 | 3.4K | Q3 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.02% | $454,156 | 8.2K | Q1 2026OLDER |
| Horrell Capital Management, Inc.$219M AUM | 0.02% | $41,430 | 750 | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.02% | $1M | 24.9K | Q4 2025OLDER |
| Full Sail Capital, LLC$1.8B AUM | 0.02% | $334,260 | 6.0K | Q3 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 59.9K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $219,223 | 4.0K | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.02% | $2M | 29.0K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 27.7K | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $254,106 | 4.6K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $346,631 | 6.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.02% | $94M | 1.70M | Q2 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.02% | $13M | 237.5K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $494,469 | 8.9K | Q3 2025OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.02% | $1M | 19.8K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.02% | $115,212 | 2.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $409,498 | 7.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $9M | 164.5K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.02% | $215,252 | 3.8K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.02% | $3M | 49.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $528,884 | 9.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $8M | 148.1K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $33,045 | 583 | Q4 2025OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.01% | $628,807 | 11.4K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.01% | $3M | 43.8K | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $8M | 148.7K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.01% | $30,521 | 553 | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $460,082 | 8.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 43.5K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.01% | $11,905 | 210 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $184,028 | 3.3K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.01% | $55,886 | 927 | Q2 2026 |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.01% | $322,659 | 5.8K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $598,093 | 10.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $140,946 | 2.6K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.01% | $35,740 | 647 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 34.1K | Q1 2026OLDER |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.01% | $248,580 | 4.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $526,332 | 8.7K | Q2 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 36.6K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $237,090 | 4.3K | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $131M | 2.37M | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $40,531 | 733 | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $294,087 | 5.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $29,050 | 525 | Q1 2026OLDER |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $131,148 | 2.4K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $28,062 | 495 | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $749,099 | 13.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $143M | 2.52M | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $359,148 | 6.5K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $299,401 | 5.4K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 19.9K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $229,131 | 4.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 156.2K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $455,224 | 8.0K | Q4 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $293,043 | 5.3K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.01% | $369,306 | 6.7K | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.01% | $579,259 | 10.2K | Q4 2025OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.01% | $13,478 | 244 | Q1 2026OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.01% | $81,479 | 1.5K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $110M | 2.03M | Q1 2026OLDER |
| SHELTON CAPITAL MANAGEMENT$4.6B AUM | 0.01% | $307,521 | 5.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $26,626 | 482 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $5M | 90.8K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 112.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $47M | 845.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $33M | 595.2K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.01% | $20,140 | 365 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.01% | $20,140 | 365 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $344,925 | 6.2K | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.01% | $7M | 130.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.01% | $49M | 881.1K | Q1 2026OLDER |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $235,173 | 4.3K | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $15,578 | 282 | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $11,668 | 209 | Q3 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $236,442 | 4.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $128,676 | 2.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $360,134 | 6.5K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $21,488 | 389 | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $114,872 | 2.1K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $766,280 | 13.9K | Q1 2026OLDER |
| Curi Capital, LLC$5.6B AUM | 0.00% | $240,120 | 4.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $435,454 | 7.9K | Q1 2026OLDER |
| MidFirst Bank$1.2B AUM | 0.00% | $43,805 | 793 | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $291,362 | 5.3K | Q1 2026OLDER |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $13,037 | 236 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $405,020 | 7.3K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 38.1K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $30,934 | 560 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $10,717 | 194 | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $279,846 | 5.1K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 0.00% | $24,417 | 442 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $436,364 | 7.9K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $26,312 | 476 | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $16,270 | 287 | Q4 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $38,170 | 691 | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $41,448 | 744 | Q3 2025OLDER |
| ZACKS INVESTMENT MANAGEMENT$12.5B AUM | 0.00% | $200,784 | 3.6K | Q3 2025OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $22,096 | 400 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $220,196 | 3.9K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $7,457 | 135 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $63,873 | 1.2K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $743,309 | 13.5K | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $331,882 | 6.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 88.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 18.3K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $226,650 | 4.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $5,524 | 100 | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $288,638 | 5.2K | Q3 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $18,174 | 329 | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $9,856 | 178 | Q1 2026OLDER |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $1,838 | 33 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $398,904 | 7.2K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $22,594 | 409 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 19.8K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $20,867 | 368 | Q4 2025OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $11,082 | 184 | Q2 2026 |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $130,697 | 2.4K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $11M | 208.1K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $543,562 | 9.8K | Q1 2026OLDER |
| Cordant, Inc.$246M AUM | 0.00% | $1,467 | 27 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $4,179 | 76 | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $829 | 15 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $34,377 | 622 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $646,308 | 11.7K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $4,143 | 75 | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $5,571 | 100 | Q3 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $4,642 | 77 | Q2 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $11,142 | 200 | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $5,688 | 103 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $62,394 | 1.1K | Q4 2025OLDER |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $267,408 | 4.8K | Q3 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $14,797 | 261 | Q4 2025OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $663 | 12 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $65,477 | 1.2K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $2,707 | 49 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $2,431 | 44 | Q1 2026OLDER |
| Costello Asset Management, INC$289M AUM | 0.00% | $561 | 10 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $105,066 | 1.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 20.3K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $218,253 | 4.0K | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $2,319 | 42 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,149 | 57 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $34,835 | 631 | Q1 2026OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $286,715 | 5.2K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $3,111 | 52 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.