FLJPFRANKLIN TEMPLETON ETF TR
CUSIP 35473P744 · Yahoo Finance ↗ · Google Finance ↗
Franklin Templeton Etf Tr (FLJP) has 178 institutional holders in Filings Flow’s 13F database, together reporting 41.63M shares worth $1.5B as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Fisher Asset Management, LLC.
Institutional Holders
178
Q1 2026
Reported Value
$1.5B
Ticker
FLJP
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rainwater Charitable Foundation$194M AUM | 6.14% | $12M | 328.7K | Q1 2026 |
| ES4, LLC$155M AUM | 4.52% | $7M | 193.5K | Q1 2026 |
| INNEALTA CAPITAL, LLC$161M AUM | 4.27% | $7M | 190.0K | Q1 2026 |
| Accordant Advisory Group Inc$161M AUM | 3.87% | $6M | 172.8K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 3.50% | $18M | 487.3K | Q1 2026 |
| Westview Management dba Westview Investment Advisors$192M AUM | 2.37% | $5M | 126.0K | Q1 2026 |
| Mittelman Wealth Management$160M AUM | 2.31% | $4M | 102.5K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 1.98% | $6M | 161.0K | Q3 2025OLDER |
| Paragon Capital Management Ltd$476M AUM | 1.75% | $8M | 230.1K | Q1 2026 |
| MMA ASSET MANAGEMENT LLC$284M AUM | 1.71% | $5M | 134.0K | Q1 2026 |
| Impact Partnership Wealth, LLC$810M AUM | 1.47% | $12M | 328.3K | Q1 2026 |
| Opes Wealth Management LLC$609M AUM | 1.20% | $7M | 201.1K | Q1 2026 |
| Arvest Bank Trust Division$1.8B AUM | 1.00% | $18M | 506.1K | Q1 2026 |
| Athena Wealth Management, LLC$122M AUM | 0.98% | $1M | 33.2K | Q1 2026 |
| ARVEST INVESTMENTS, INC.$733M AUM | 0.98% | $7M | 198.3K | Q1 2026 |
| HARBOR CAPITAL ADVISORS, INC.$1.2B AUM | 0.97% | $12M | 331.7K | Q1 2026 |
| Altman Advisors, Inc.$241M AUM | 0.87% | $2M | 57.9K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.81% | $7M | 194.7K | Q1 2026 |
| Spectrum Asset Management, Inc. (NB/CA)$315M AUM | 0.77% | $2M | 67.4K | Q4 2025OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.74% | $1M | 34.5K | Q4 2025OLDER |
| Morningstar Investment Management LLC$1.6B AUM | 0.74% | $12M | 328.5K | Q1 2026 |
| Virtus Family Office LLC$117M AUM | 0.69% | $808,442 | 22.3K | Q1 2026 |
| General Partner, Inc.$186M AUM | 0.67% | $1M | 30.3K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.53% | $6M | 138.2K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.42% | $27M | 747.5K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.39% | $9M | 238.2K | Q1 2026 |
| Arsenal Capital Advisors LLC$138M AUM | 0.37% | $515,584 | 14.3K | Q1 2026 |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.37% | $512,852 | 14.2K | Q1 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$621M AUM | 0.36% | $2M | 51.4K | Q2 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.33% | $10M | 293.1K | Q4 2025OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 0.32% | $2M | 52.7K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.30% | $7M | 191.2K | Q1 2026 |
| CRUX WEALTH ADVISORS$261M AUM | 0.27% | $698,209 | 19.3K | Q1 2026 |
| Empowered Funds, LLC$15.7B AUM | 0.27% | $16M | 454.7K | Q4 2025OLDER |
| Cercano Management LLC$2.3B AUM | 0.23% | $5M | 146.6K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.22% | $3M | 78.6K | Q1 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.20% | $3M | 88.2K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.19% | $5M | 131.2K | Q1 2026 |
| PACES FERRY WEALTH ADVISORS, LLC$241M AUM | 0.17% | $411,765 | 11.4K | Q1 2026 |
| Kensington Asset Management, LLC$1.8B AUM | 0.16% | $3M | 80.9K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.15% | $10M | 283.0K | Q1 2026 |
| BAYBAN$115M AUM | 0.13% | $149,713 | 4.1K | Q1 2026 |
| Aerodigm Wealth, LLC$266M AUM | 0.13% | $345,773 | 9.6K | Q1 2026 |
| WESCAP Management Group, Inc.$508M AUM | 0.13% | $647,694 | 17.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.12% | $27M | 750.2K | Q1 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.12% | $1M | 28.2K | Q1 2026 |
| Arta Finance Wealth Management LLC$202M AUM | 0.12% | $234,736 | 6.5K | Q1 2026 |
| Quadrature Capital Ltd$8.4B AUM | 0.12% | $11M | 328.2K | Q4 2025OLDER |
| Boltwood Capital Management$436M AUM | 0.11% | $448,632 | 12.4K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.10% | $10M | 322.0K | Q2 2025OLDER |
| Madison Asset Management, LLC$8.1B AUM | 0.10% | $8M | 215.3K | Q1 2026 |
| Sunpointe, LLC$305M AUM | 0.09% | $267,711 | 7.8K | Q4 2025OLDER |
| BOS Asset Management, LLC$392M AUM | 0.08% | $317,588 | 8.8K | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.07% | $186,759 | 5.8K | Q1 2026 |
| Auour Investments LLC$318M AUM | 0.07% | $232,493 | 6.4K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.06% | $13M | 350.6K | Q1 2026 |
| AGF MANAGEMENT LTD$22.3B AUM | 0.06% | $14M | 394.6K | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.05% | $149M | 4.11M | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.05% | $1M | 36.9K | Q1 2026 |
| Zurich Insurance Group Ltd/FI$12.7B AUM | 0.05% | $6M | 170.0K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.04% | $2M | 54.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.04% | $2M | 66.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.04% | $496M | 13.70M | Q1 2026 |
| Insight Wealth Strategies, LLC$896M AUM | 0.04% | $316,720 | 8.8K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.03% | $2M | 61.7K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.03% | $2M | 52.6K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.03% | $492,498 | 14.3K | Q3 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.03% | $13M | 351.9K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $1M | 28.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 85.9K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $387,459 | 11.2K | Q4 2025OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.03% | $308,569 | 9.0K | Q4 2025OLDER |
| Premier Path Wealth Partners, LLC$767M AUM | 0.03% | $209,835 | 5.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $227,536 | 6.3K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.03% | $107M | 2.96M | Q1 2026 |
| Coastal Bridge Advisors, LLC$1.4B AUM | 0.02% | $335,497 | 9.3K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.02% | $11M | 297.2K | Q1 2026 |
| PlanVest Financial, Inc$131M AUM | 0.02% | $28,401 | 785 | Q1 2026 |
| United Asset Strategies, Inc.$1.3B AUM | 0.02% | $266,574 | 7.4K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $313,464 | 8.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 32.2K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.02% | $780,426 | 21.6K | Q1 2026 |
| Clean Yield Group$355M AUM | 0.02% | $63,315 | 1.8K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $43,054 | 1.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $12M | 319.3K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.01% | $4M | 111.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $379,282 | 10.5K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $152,064 | 4.4K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 32.5K | Q4 2025OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.01% | $24M | 661.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $43M | 1.20M | Q1 2026 |
| Vident Advisory, LLC$11.7B AUM | 0.01% | $1M | 37.5K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 107.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $298,337 | 8.7K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $482,062 | 13.3K | Q1 2026 |
| Janus Henderson Group Ltd.$209.4B AUM | 0.01% | $20M | 564.0K | Q1 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA$2.3B AUM | 0.01% | $227,612 | 6.6K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $155M | 4.49M | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.01% | $208,616 | 6.0K | Q3 2025OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $190,281 | 5.9K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $25M | 677.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $603,230 | 16.7K | Q1 2026 |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $544,690 | 15.1K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $339,658 | 9.4K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $25M | 704.6K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $318,490 | 9.2K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $16,643 | 460 | Q1 2026 |
| Sage Mountain Advisors LLC$1.4B AUM | 0.01% | $76,883 | 2.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 39.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $3M | 75.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $215,126 | 5.9K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $14,761 | 408 | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $422,112 | 11.7K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $285,098 | 7.9K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $1M | 34.2K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $12M | 329.5K | Q1 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $20,152 | 557 | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $245,223 | 6.6K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $245,497 | 7.6K | Q2 2025OLDER |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $1M | 34.1K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.00% | $26,448 | 731 | Q1 2026 |
| Bare Financial Services, Inc$378M AUM | 0.00% | $15,630 | 432 | Q1 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $324,426 | 9.0K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $245,341 | 7.1K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 326.8K | Q1 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA$367M AUM | 0.00% | $13,000 | 369 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 86.0K | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.00% | $687,420 | 19.0K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $955,000 | 27.7K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1M | 27.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $59,361 | 1.7K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $41,607 | 1.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $518,242 | 14.3K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $10,063 | 313 | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15M | 423.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 38.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $145,697 | 4.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $397,879 | 11.0K | Q1 2026 |
| Fairman Group, LLC$117M AUM | 0.00% | $2,424 | 67 | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $908,444 | 25.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 51.0K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $1M | 31.6K | Q4 2025OLDER |
| Hara Capital LLC$200M AUM | 0.00% | $3,618 | 100 | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $2,251 | 70 | Q2 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 38.5K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $300,967 | 8.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 35.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $297,653 | 8.2K | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $3,241 | 101 | Q2 2025OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.00% | $2,822 | 78 | Q1 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.00% | $1M | 40.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 193.3K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $214,598 | 6.2K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $239,389 | 6.6K | Q1 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.00% | $4,019 | 125 | Q2 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $6,332 | 175 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $360,000 | 9.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $640,205 | 17.7K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $929,574 | 25.7K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.00% | $123,000 | 3.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $400,341 | 11.0K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $417,692 | 11.5K | Q1 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $33,430 | 924 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $427,602 | 11.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $386,366 | 10.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 224.1K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $2,894 | 80 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $6,912 | 200 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $4,957 | 137 | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $9,371 | 259 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $101,778 | 3.0K | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $3,618 | 100 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 69.9K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $747,551 | 20.7K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,852 | 50 | Q1 2026 |
| MASECO LLP$3.2B AUM | 0.00% | $8,275 | 240 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $235,540 | 6.5K | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $3,798 | 105 | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $1,266 | 35 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $210,652 | 5.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $448,178 | 12.4K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $3,273 | 95 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $39,364 | 1.1K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $30,735 | 956 | Q2 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $184,284 | 5.7K | Q2 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $200,632 | 5.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $53,257 | 1.5K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $247,519 | 7.2K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $10,130 | 280 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $22,395 | 619 | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $1,737 | 48 | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $4,000 | 121 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,637 | 314 | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $18,090 | 500 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $170,914 | 4.7K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $1,103 | 32 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $7,417 | 205 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $690,821 | 19.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,135 | 59 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $2,858 | 79 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $105,146 | 2.9K | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $217 | 6 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $217 | 6 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,259 | 34 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $353,687 | 10.2K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $1,447 | 42 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $308,941 | 8.5K | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,929 | 60 | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,085 | 30 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $87,809 | 2.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $7,525 | 208 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $72,591 | 2.0K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $185,434 | 5.1K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $5,000 | 153 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $6,042 | 167 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,267 | 35 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $111 | 3 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $5,210 | 144 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3,000 | 100 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $1,102 | 32 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $6,766 | 187 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.