FLINFRANKLIN TEMPLETON ETF TR
CUSIP 35473P769 · Yahoo Finance ↗ · Google Finance ↗
Franklin Templeton Etf Tr (FLIN) has 137 institutional holders in Filings Flow’s 13F database, together reporting 25.43M shares worth $845M as of Q1 2026. The largest reported holders are Menora Mivtachim Holdings Ltd., State Of Tennessee, Department Of Treasury, and Jane Street Group, LLC.
Institutional Holders
137
Q1 2026
Reported Value
$845M
Ticker
FLIN
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 1.06% | $224M | 6.75M | Q1 2026 |
| State of Tennessee, Department of Treasury$29.8B AUM | 0.58% | $173M | 5.21M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $95M | 2.87M | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.20% | $45M | 1.20M | Q3 2025OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.38% | $44M | 1.15M | Q4 2025OLDER |
| MORGAN STANLEY$1.66T AUM | 0.00% | $41M | 1.23M | Q1 2026 |
| 3EDGE Asset Management, LP$2.1B AUM | 1.54% | $30M | 768.1K | Q4 2025OLDER |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.47% | $28M | 847.9K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.32% | $27M | 817.9K | Q1 2026 |
| Investment Management Corp of Ontario$7.8B AUM | 0.24% | $19M | 570.0K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 430.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $13M | 404.3K | Q1 2026 |
| AXIS CAPITAL HOLDINGS LTD$270M AUM | 4.65% | $13M | 378.8K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $12M | 364.0K | Q1 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.66% | $12M | 354.3K | Q1 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.20% | $11M | 286.8K | Q2 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $11M | 343.3K | Q1 2026 |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 2.22% | $11M | 324.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $10M | 281.3K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 283.7K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.08% | $7M | 200.5K | Q3 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.06% | $7M | 223.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 212.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $6M | 191.5K | Q1 2026 |
| River Street Advisors LLC$296M AUM | 2.05% | $6M | 182.9K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.13% | $6M | 171.3K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.06% | $5M | 156.6K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.02% | $5M | 138.0K | Q3 2025OLDER |
| Financiere des Professionnels - Fonds d'investissement inc.$1.7B AUM | 0.31% | $5M | 127.7K | Q2 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $5M | 142.6K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.19% | $5M | 126.1K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 136.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 130.0K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 121.3K | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $4M | 94.2K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 101.9K | Q1 2026 |
| Lumbard & Kellner, LLC$289M AUM | 1.17% | $3M | 101.6K | Q1 2026 |
| Advocacy Wealth Management, LLC$2.3B AUM | 0.15% | $3M | 99.2K | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.03% | $3M | 96.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $3M | 92.2K | Q1 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC$384M AUM | 0.99% | $3M | 89.1K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.03% | $3M | 81.9K | Q1 2026 |
| Altman Advisors, Inc.$241M AUM | 1.04% | $3M | 72.8K | Q3 2025OLDER |
| Advisors Capital Management, LLC$8.6B AUM | 0.03% | $3M | 76.1K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.15% | $3M | 75.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 69.7K | Q1 2026 |
| Advisory Resource Group$581M AUM | 0.39% | $2M | 67.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 68.7K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.08% | $2M | 64.2K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $2M | 63.6K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.04% | $2M | 62.3K | Q1 2026 |
| SENTINEL TRUST CO LBA$1.0B AUM | 0.20% | $2M | 60.0K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.07% | $2M | 53.1K | Q1 2026 |
| Churchill Financial Advisors, LLC$476M AUM | 0.40% | $2M | 57.1K | Q1 2026 |
| DHK Financial Advisors, Inc.$174M AUM | 1.04% | $2M | 45.5K | Q2 2025OLDER |
| INNEALTA CAPITAL, LLC$161M AUM | 1.04% | $2M | 50.5K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.02% | $2M | 48.6K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $2M | 40.4K | Q2 2025OLDER |
| C WorldWide Group Holding A/S$4.7B AUM | 0.02% | $2M | 39.6K | Q2 2025OLDER |
| Mittelman Wealth Management$160M AUM | 0.98% | $2M | 47.4K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 0.90% | $2M | 47.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $2M | 46.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 44.4K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.04% | $1M | 39.7K | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 0.01% | $1M | 39.2K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 31.0K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 36.7K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $1M | 33.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 33.3K | Q1 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC$6.2B AUM | 0.02% | $1M | 32.3K | Q1 2026 |
| Avid Wealth Partners LLC$212M AUM | 0.50% | $1M | 31.9K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 31.5K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $1M | 30.3K | Q1 2026 |
| 1834 INVESTMENT ADVISORS CO$801M AUM | 0.12% | $977,078 | 29.4K | Q1 2026 |
| OAK FAMILY ADVISORS, LLC$355M AUM | 0.30% | $957,314 | 24.0K | Q2 2025OLDER |
| Lynx Investment Advisory$209M AUM | 0.41% | $864,736 | 26.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $839,796 | 21.8K | Q4 2025OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.33% | $818,592 | 24.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $790,970 | 23.8K | Q1 2026 |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.04% | $753,961 | 22.7K | Q1 2026 |
| Edge Financial Advisors LLC$97M AUM | 0.33% | $730,979 | 19.6K | Q3 2025OLDER |
| RFG HOLDINGS, INC.$397M AUM | 0.18% | $701,729 | 21.1K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.14% | $672,871 | 20.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $660,015 | 19.9K | Q1 2026 |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.04% | $617,460 | 18.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $571,469 | 17.2K | Q1 2026 |
| BRIGHTON JONES LLC$2.4B AUM | 0.01% | $568,833 | 15.3K | Q3 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.04% | $561,750 | 16.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $541,254 | 16.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $528,795 | 15.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $527,000 | 15.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $507,224 | 15.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $460,963 | 13.9K | Q1 2026 |
| Family Investment Center, Inc.$520M AUM | 0.09% | $457,523 | 13.8K | Q1 2026 |
| Rede Wealth, LLC$278M AUM | 0.16% | $454,580 | 11.4K | Q2 2025OLDER |
| Keebeck Wealth Management$889M AUM | 0.05% | $451,792 | 13.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $442,424 | 13.3K | Q1 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $438,504 | 13.2K | Q1 2026 |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.03% | $438,504 | 13.2K | Q1 2026 |
| MONTAG & CALDWELL, LLC$457M AUM | 0.09% | $422,556 | 10.6K | Q2 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $417,874 | 12.6K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.00% | $409,806 | 12.3K | Q1 2026 |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.27% | $406,237 | 10.5K | Q4 2025OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.00% | $401,796 | 12.1K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $374,402 | 9.4K | Q2 2025OLDER |
| ES4, LLC$155M AUM | 0.25% | $365,159 | 9.5K | Q4 2025OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $352,956 | 10.6K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.04% | $334,394 | 8.4K | Q2 2025OLDER |
| Retirement Management Systems Inc.$415M AUM | 0.08% | $317,041 | 8.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $312,600 | 9.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $303,764 | 9.1K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $299,085 | 9.0K | Q1 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.19% | $296,322 | 8.9K | Q1 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$10.0B AUM | 0.00% | $293,736 | 8.3K | Q1 2026 |
| Yoffe Investment Management, LLC$78M AUM | 0.37% | $291,140 | 8.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $289,737 | 8.7K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.00% | $289,000 | 8.7K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $285,566 | 7.4K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $283,259 | 7.3K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $276,058 | 8.3K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $274,529 | 7.1K | Q4 2025OLDER |
| GS Investments, Inc.$175M AUM | 0.16% | $273,068 | 8.2K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $267,055 | 8.0K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $251,856 | 7.6K | Q1 2026 |
| JBR Co Financial Management Inc$274M AUM | 0.12% | $249,336 | 6.3K | Q2 2025OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $244,468 | 6.3K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $242,064 | 7.3K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $240,812 | 6.0K | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $233,470 | 7.0K | Q1 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $231,000 | 6.0K | Q4 2025OLDER |
| F&V Capital Management, LLC$473M AUM | 0.05% | $231,000 | 7.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $228,000 | 6.9K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $226,757 | 5.7K | Q2 2025OLDER |
| Runnymede Capital Advisors, Inc.$116M AUM | 0.21% | $223,884 | 5.6K | Q2 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $222,200 | 6.7K | Q1 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.01% | $214,833 | 5.6K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $211,258 | 5.3K | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $209,582 | 5.4K | Q4 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $203,373 | 6.1K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $200,915 | 6.0K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $200,668 | 5.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $166,244 | 5.0K | Q1 2026 |
| BASSO CAPITAL MANAGEMENT, L.P.$163M AUM | 0.12% | $163,303 | 4.1K | Q2 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $112,143 | 2.9K | Q4 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $97,886 | 2.6K | Q3 2025OLDER |
| Stone House Investment Management, LLC$558M AUM | 0.02% | $96,238 | 2.9K | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.04% | $79,167 | 2.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $72,254 | 2.2K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.01% | $65,603 | 1.7K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $60,278 | 1.6K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $58,000 | 1.5K | Q2 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.02% | $54,009 | 1.4K | Q2 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $50,422 | 1.4K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $44,834 | 1.4K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $43,799 | 1.1K | Q4 2025OLDER |
| Park Square Financial Group, LLC$13M AUM | 0.22% | $36,424 | 961 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $35,289 | 886 | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $34,017 | 1.0K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $33,220 | 1.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $31,304 | 942 | Q1 2026 |
| Fourth Dimension Wealth, LLC$264M AUM | 0.01% | $31,127 | 937 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $29,599 | 891 | Q1 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.02% | $25,701 | 666 | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $23,327 | 702 | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.01% | $23,254 | 700 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $21,229 | 550 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $18,537 | 558 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $18,000 | 484 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $17,208 | 518 | Q1 2026 |
| Hamrick Investment Counsel, llc$180M AUM | 0.01% | $16,112 | 485 | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.01% | $14,949 | 450 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $13,288 | 400 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $12,696 | 329 | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.01% | $12,457 | 375 | Q1 2026 |
| ALLIANZ SE$9.0B AUM | 0.00% | $11,029 | 332 | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $10,299 | 310 | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $8,305 | 250 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $6,843 | 206 | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.01% | $6,478 | 195 | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.00% | $6,180 | 186 | Q1 2026 |
| North Capital, Inc.$118M AUM | 0.00% | $4,848 | 130 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $2,932 | 76 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,724 | 82 | Q1 2026 |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $2,465 | 66 | Q4 2025OLDER |
| CX Institutional$3.5B AUM | 0.00% | $2,000 | 41 | Q4 2025OLDER |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $2,000 | 61 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,993 | 60 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,793 | 54 | Q1 2026 |
| Westend Capital Management, LLC$333M AUM | 0.00% | $1,661 | 50 | Q1 2026 |
| Accordant Advisory Group Inc$161M AUM | 0.00% | $1,562 | 47 | Q1 2026 |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $1,362 | 41 | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.00% | $1,329 | 40 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $932 | 25 | Q3 2025OLDER |
| Boreal Capital Management LLC$123M AUM | 0.00% | $831 | 25 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $167 | 5 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $36 | 1 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.