FMHIFIRST TR EXCH TRADED FD III
CUSIP 33739P301 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exch Traded Fd III (FMHI) has 180 institutional holders in Filings Flow’s 13F database, together reporting 13.36M shares worth $616M as of Q1 2026. The largest reported holders are Wealth Enhancement Advisory Services, LLC, Morgan Stanley, and Wells Fargo & Company/Mn.
Institutional Holders
180
Q1 2026
Reported Value
$616M
Ticker
FMHI
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| EnRich Financial Partners LLC$377M AUM | 2.26% | $9M | 179.0K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 2.12% | $11M | 228.0K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 1.35% | $11M | 237.9K | Q1 2026 |
| Martin Worley Group$204M AUM | 1.24% | $3M | 54.4K | Q2 2025OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 1.08% | $26M | 542.2K | Q1 2026 |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 1.08% | $1M | 29.9K | Q1 2026 |
| AJ Advisors, LLC$270M AUM | 1.07% | $3M | 60.4K | Q4 2025OLDER |
| Plan Group Financial, LLC$426M AUM | 1.07% | $5M | 95.7K | Q1 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV$182M AUM | 1.01% | $2M | 38.6K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.87% | $7M | 146.3K | Q1 2026 |
| Evergreen Private Wealth LLC$247M AUM | 0.77% | $2M | 40.2K | Q1 2026 |
| EWG Elevate Inc.$320M AUM | 0.74% | $2M | 49.6K | Q3 2025OLDER |
| Atlas Private Wealth Advisors$425M AUM | 0.69% | $3M | 61.9K | Q1 2026 |
| Crumly & Associates Inc.$522M AUM | 0.69% | $3M | 68.9K | Q1 2026 |
| Investors Portfolio Services LLC$108M AUM | 0.67% | $722,865 | 15.4K | Q1 2026 |
| Traction Financial Partners, LLC$162M AUM | 0.67% | $1M | 22.9K | Q1 2026 |
| Milestones Private Investment Advisors LLC$114M AUM | 0.66% | $749,896 | 15.8K | Q1 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 0.66% | $785,835 | 16.4K | Q4 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.61% | $11M | 224.8K | Q1 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.58% | $2M | 34.1K | Q1 2026 |
| Triton Wealth Management, PLLC$270M AUM | 0.41% | $1M | 23.4K | Q1 2026 |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.40% | $896,752 | 18.9K | Q1 2026 |
| Boyd Wealth Management, LLC$236M AUM | 0.35% | $817,783 | 17.2K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 0.34% | $1M | 27.6K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.32% | $6M | 116.3K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.31% | $839,767 | 17.7K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.28% | $4M | 78.5K | Q1 2026 |
| High Net Worth Advisory Group LLC$429M AUM | 0.25% | $1M | 22.4K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.23% | $4M | 92.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.22% | $3M | 65.5K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 0.20% | $1M | 21.2K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.20% | $702,982 | 14.8K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.19% | $586,691 | 12.3K | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.19% | $4M | 78.1K | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.18% | $550,216 | 11.6K | Q1 2026 |
| Platform Technology Partners$519M AUM | 0.17% | $906,392 | 19.1K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.15% | $360,809 | 7.6K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.14% | $426,670 | 9.0K | Q1 2026 |
| Genesee Capital Advisors, LLC$239M AUM | 0.14% | $336,451 | 7.1K | Q1 2026 |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 0.14% | $2M | 33.8K | Q1 2026 |
| Curran Financial Partners, LLC$559M AUM | 0.14% | $773,143 | 16.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.13% | $64M | 1.33M | Q1 2026 |
| Lokken Investment Group LLC$291M AUM | 0.12% | $350,054 | 7.4K | Q3 2025OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.12% | $302,545 | 6.4K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.12% | $1M | 30.4K | Q2 2025OLDER |
| Stewardship Advisors, LLC$435M AUM | 0.12% | $502,688 | 10.6K | Q1 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.11% | $6M | 116.8K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.11% | $684,624 | 14.4K | Q1 2026 |
| Hedeker Wealth, LLC$474M AUM | 0.10% | $473,498 | 10.0K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.10% | $2M | 49.5K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.10% | $264,405 | 5.6K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.09% | $1M | 26.0K | Q4 2025OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.09% | $567,623 | 11.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $2M | 235.9K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.08% | $1M | 25.4K | Q1 2026 |
| Xcel Wealth Management, LLC$362M AUM | 0.08% | $285,240 | 6.0K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.08% | $481,247 | 10.1K | Q1 2026 |
| Mattern Wealth Management LLC$513M AUM | 0.07% | $380,320 | 8.0K | Q1 2026 |
| Avior Wealth Management, LLC$3.8B AUM | 0.07% | $2M | 51.7K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.07% | $2M | 46.5K | Q1 2026 |
| ROCKLAND TRUST CO$2.5B AUM | 0.07% | $2M | 35.8K | Q1 2026 |
| Uniting Wealth Partners, LLC$470M AUM | 0.07% | $310,912 | 6.5K | Q1 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC.$319M AUM | 0.06% | $206,395 | 4.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.06% | $2M | 49.5K | Q2 2025OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.06% | $95,869 | 2.0K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.06% | $1M | 26.4K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.06% | $798,759 | 16.8K | Q1 2026 |
| Landmark Wealth Management, LLC$373M AUM | 0.06% | $206,714 | 4.3K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.05% | $206,814 | 4.3K | Q4 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.05% | $517,295 | 10.8K | Q1 2026 |
| Per Stirling Capital Management, LLC.$905M AUM | 0.05% | $370,376 | 7.9K | Q2 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 78.4K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.05% | $910,866 | 19.2K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 52.7K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $503,544 | 10.6K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.04% | $2M | 37.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $608,342 | 12.8K | Q3 2025OLDER |
| CFO4Life Group, LLC$656M AUM | 0.04% | $255,528 | 5.4K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 42.7K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.04% | $2M | 36.5K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.04% | $207,988 | 4.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.04% | $2M | 36.3K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.04% | $232,946 | 4.9K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.03% | $1M | 25.6K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.03% | $511,073 | 10.8K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.03% | $847,791 | 17.8K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.03% | $643,981 | 13.5K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 51.3K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $538,316 | 11.3K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.03% | $96,809 | 2.0K | Q3 2025OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.03% | $502,688 | 10.6K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.03% | $377,896 | 8.1K | Q2 2025OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.03% | $206,049 | 4.4K | Q2 2025OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.03% | $47,221 | 993 | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.03% | $340,574 | 7.1K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $600,095 | 12.8K | Q2 2025OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $212,859 | 4.6K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $4M | 74.1K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $642,531 | 13.5K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $282,481 | 5.9K | Q1 2026 |
| Hughes Financial Services, LLC$651M AUM | 0.02% | $136,868 | 2.9K | Q1 2026 |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $27,668 | 582 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.02% | $85,170 | 1.8K | Q2 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 89.5K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 37.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.02% | $2M | 32.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 25.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $17M | 359.1K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.02% | $1M | 29.8K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.02% | $468,814 | 9.9K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.02% | $84,384 | 1.8K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $3M | 58.2K | Q2 2025OLDER |
| WADDELL & ASSOCIATES, LLC$2.0B AUM | 0.01% | $264,798 | 5.6K | Q1 2026 |
| INVICTUS PRIVATE WEALTH, LLC$1.6B AUM | 0.01% | $217,996 | 4.7K | Q2 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 49.6K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $10M | 201.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $52M | 1.10M | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $299,788 | 6.3K | Q3 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $559,155 | 11.7K | Q4 2025OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.01% | $711,864 | 15.0K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $2M | 50.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $567,057 | 11.9K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 99.1K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $91,134 | 1.9K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.01% | $66,176 | 1.4K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $224,799 | 4.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $384,266 | 8.1K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $135,441 | 2.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 30.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $7M | 138.7K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 24.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $682,660 | 14.6K | Q2 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $260,891 | 5.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 84.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $53M | 1.11M | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $422,639 | 8.9K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.01% | $311,016 | 6.5K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.01% | $293,892 | 6.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $283,291 | 6.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $508,830 | 10.6K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $314,277 | 6.6K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $325,364 | 6.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $775,333 | 16.3K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $399,084 | 8.4K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $758,929 | 16.0K | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.01% | $16,724 | 352 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.01% | $19M | 394.1K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $660,058 | 14.1K | Q2 2025OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $344,665 | 7.3K | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.01% | $26,147 | 550 | Q1 2026 |
| Mosley Wealth Management$221M AUM | 0.01% | $15,441 | 325 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 130.2K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $289,190 | 6.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $390,652 | 8.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $271,794 | 5.8K | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $379,226 | 8.0K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $162,289 | 3.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $518,063 | 10.9K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $306,761 | 6.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 21.4K | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.01% | $11,030 | 232 | Q1 2026 |
| Dynasty Wealth Management, LLC$11.5B AUM | 0.01% | $547,456 | 11.4K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $369,481 | 7.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $15M | 310.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $172,475 | 3.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $292,937 | 6.2K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $799,422 | 16.8K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 60.3K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $7,559 | 159 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $63M | 1.32M | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 56.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $927,107 | 19.3K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $405,105 | 8.5K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $298,551 | 6.3K | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $10,258 | 214 | Q4 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $4,941 | 104 | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $40,536 | 868 | Q2 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $160,733 | 3.4K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $104,588 | 2.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $739,797 | 15.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $38M | 798.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $465,599 | 9.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $16M | 332.1K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $16,481 | 344 | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $468,175 | 9.8K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $29,713 | 625 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $269,437 | 5.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $787,453 | 16.6K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $6,205 | 130 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $49,727 | 1.0K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $10,697 | 225 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 135.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 25.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 84.7K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $29,094 | 612 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $453,204 | 9.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $6M | 116.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9M | 189.8K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $7,178 | 151 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10,882 | 228 | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $289,994 | 6.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $46,775 | 980 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $324,603 | 6.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 58.9K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 41.8K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $7,190 | 150 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $49,277 | 1.0K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $12,685 | 267 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $334,634 | 7.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 22.3K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $241,396 | 5.1K | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $16,069 | 338 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $476 | 10 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $283,338 | 6.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $15,023 | 316 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $19 | 0 | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,733 | 80 | Q2 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $144 | 3 | Q4 2025OLDER |
| Activest Wealth Management$569M 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.