FPEIFIRST TR EXCH TRADED FD III
CUSIP 33739P855 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exch Traded Fd III (FPEI) has 205 institutional holders in Filings Flow’s 13F database, together reporting 77.25M shares worth $1.5B as of Q1 2026. The largest reported holders are Morgan Stanley, Ubs Group AG, and Bank Of America Corp /De/.
Institutional Holders
205
Q1 2026
Reported Value
$1.5B
Ticker
FPEI
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Montis Financial, LLC$484M AUM | 7.14% | $35M | 1.82M | Q1 2026 |
| Westview Management dba Westview Investment Advisors$192M AUM | 3.51% | $7M | 355.0K | Q1 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 2.91% | $12M | 614.9K | Q1 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM | 2.50% | $46M | 2.42M | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 2.43% | $23M | 1.21M | Q1 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 2.29% | $9M | 455.0K | Q1 2026 |
| Legacy CG, LLC$360M AUM | 2.19% | $8M | 415.7K | Q1 2026 |
| Essex LLC$566M AUM | 2.17% | $12M | 645.8K | Q1 2026 |
| TrueWealth Financial Partners$251M AUM | 1.78% | $2M | 111.4K | Q4 2025OLDER |
| VISTA INVESTMENT MANAGEMENT$301M AUM | 1.77% | $5M | 279.7K | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 1.76% | $7M | 367.5K | Q1 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO$1.5B AUM | 1.57% | $24M | 1.26M | Q1 2026 |
| TRUE BLUE FINANCIAL, LLC$127M AUM | 1.55% | $2M | 103.5K | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 1.44% | $3M | 158.4K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 1.43% | $2M | 116.9K | Q1 2026 |
| Key FInancial Inc$562M AUM | 1.34% | $8M | 395.5K | Q1 2026 |
| Wayfinding Financial, LLC$230M AUM | 1.32% | $3M | 158.3K | Q3 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 1.29% | $4M | 208.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 1.27% | $27M | 793.3K | Q1 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM | 1.03% | $3M | 170.5K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.97% | $1M | 76.8K | Q1 2026 |
| 1776 Wealth LLC$254M AUM | 0.93% | $2M | 124.8K | Q1 2026 |
| Veridan Wealth LLC$270M AUM | 0.90% | $2M | 128.0K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.88% | $1M | 74.9K | Q1 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 0.85% | $2M | 105.6K | Q1 2026 |
| Walker Asset Management, LLC$185M AUM | 0.79% | $1M | 76.6K | Q1 2026 |
| HICKORY ASSET MANAGEMENT, INC.$121M AUM | 0.78% | $943,118 | 49.7K | Q2 2025OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.72% | $1M | 69.4K | Q1 2026 |
| Lakeridge Wealth Management LLC$233M AUM | 0.60% | $1M | 73.2K | Q1 2026 |
| Andrew Hill Investment Advisors, Inc.$112M AUM | 0.55% | $619,400 | 32.6K | Q1 2026 |
| WINNOW WEALTH LLC$130M AUM | 0.53% | $681,121 | 35.8K | Q1 2026 |
| Plotkin Financial Advisors, LLC$199M AUM | 0.46% | $916,484 | 48.2K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.43% | $4M | 185.9K | Q1 2026 |
| SHELTON WEALTH MANAGEMENT, LLC$229M AUM | 0.42% | $952,926 | 50.2K | Q1 2026 |
| von Borstel & Associates, Inc.$437M AUM | 0.41% | $3M | 136.6K | Q3 2025OLDER |
| Balanced Rock Investment Advisors LLC$143M AUM | 0.39% | $549,632 | 28.9K | Q1 2026 |
| BXM Wealth LLC$130M AUM | 0.37% | $475,000 | 25.0K | Q1 2026 |
| Annex Advisory Services, LLC$5.3B AUM | 0.37% | $19M | 1.03M | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.36% | $3M | 177.3K | Q4 2025OLDER |
| American Institute for Advanced Investment Management, LLP$154M AUM | 0.34% | $519,935 | 27.4K | Q1 2026 |
| ROMAN BUTLER FULLERTON & CO$364M AUM | 0.33% | $1M | 63.0K | Q1 2026 |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.32% | $7M | 355.5K | Q4 2025OLDER |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.31% | $1M | 73.3K | Q1 2026 |
| LFA - Lugano Financial Advisors SA$197M AUM | 0.27% | $537,098 | 28.4K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.26% | $19M | 996.0K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.25% | $2M | 117.4K | Q1 2026 |
| Platform Technology Partners$519M AUM | 0.24% | $1M | 66.5K | Q1 2026 |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.23% | $632,766 | 33.3K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.22% | $487,515 | 25.7K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.22% | $970,042 | 51.1K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.22% | $796,945 | 41.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.21% | $9M | 487.7K | Q1 2026 |
| McAdam, LLC$2.2B AUM | 0.21% | $5M | 248.4K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.21% | $839,603 | 44.2K | Q1 2026 |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.20% | $2M | 107.1K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.20% | $551,499 | 29.0K | Q1 2026 |
| Forum Private Client Group LLC$300M AUM | 0.19% | $569,907 | 30.0K | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.18% | $1M | 59.3K | Q1 2026 |
| Flavin Financial Services, Inc.$149M AUM | 0.18% | $253,335 | 13.1K | Q4 2025OLDER |
| VIAWEALTH, LLC$180M AUM | 0.18% | $316,741 | 16.7K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.18% | $1M | 54.7K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.17% | $2M | 107.4K | Q2 2025OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.16% | $242,117 | 12.7K | Q1 2026 |
| United Capital Management of KS, Inc.$660M AUM | 0.15% | $1M | 53.4K | Q1 2026 |
| Gaddis Premier Wealth Advisors LLC$136M AUM | 0.15% | $199,263 | 10.3K | Q4 2025OLDER |
| STEINBERGANNA WEALTH MANAGEMENT$208M AUM | 0.15% | $311,686 | 16.4K | Q1 2026 |
| Brand Asset Management Group, Inc.$385M AUM | 0.13% | $512,202 | 27.0K | Q1 2026 |
| Core Wealth Advisors, Inc.$419M AUM | 0.12% | $490,270 | 25.8K | Q1 2026 |
| Independent Wealth Network Inc.$337M AUM | 0.11% | $386,275 | 20.3K | Q1 2026 |
| Wealth Management Associates, Inc.$290M AUM | 0.11% | $329,686 | 17.4K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.11% | $772,292 | 40.6K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.11% | $570,934 | 29.5K | Q3 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.11% | $2M | 111.7K | Q1 2026 |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.11% | $674,329 | 35.5K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.11% | $7M | 351.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.10% | $7M | 373.0K | Q1 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.09% | $312,870 | 16.5K | Q1 2026 |
| AFT, FORSYTH & COMPANY, INC.$212M AUM | 0.09% | $212,140 | 10.9K | Q4 2025OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.09% | $2M | 103.5K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.08% | $1M | 71.9K | Q1 2026 |
| McElhenny Sheffield Capital Management, LLC$403M AUM | 0.08% | $342,183 | 17.7K | Q3 2025OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.08% | $1M | 53.8K | Q1 2026 |
| PARK NATIONAL CORP /OH/$3.3B AUM | 0.08% | $3M | 135.8K | Q1 2026 |
| Summit Wealth Partners, LLC$632M AUM | 0.08% | $486,666 | 25.6K | Q1 2026 |
| Maia Wealth LLC$591M AUM | 0.08% | $448,558 | 23.6K | Q1 2026 |
| CASTLE WEALTH MANAGEMENT LLC$309M AUM | 0.08% | $231,800 | 12.2K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.07% | $918,314 | 48.3K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.07% | $357,478 | 18.8K | Q1 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT$1.6B AUM | 0.07% | $1M | 58.9K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.07% | $1M | 53.9K | Q4 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.07% | $9M | 493.7K | Q1 2026 |
| G&S Capital LLC$285M AUM | 0.07% | $193,870 | 10.2K | Q1 2026 |
| Harvest Investment Services, LLC$547M AUM | 0.06% | $342,000 | 18.0K | Q1 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM | 0.06% | $562,058 | 29.6K | Q1 2026 |
| Accel Wealth Management$383M AUM | 0.06% | $235,749 | 12.4K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.06% | $508,413 | 26.8K | Q1 2026 |
| Concentrum Wealth Management$339M AUM | 0.06% | $196,080 | 10.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 79.3K | Q1 2026 |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.05% | $376,269 | 19.8K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $763,078 | 40.2K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 54.2K | Q2 2025OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.04% | $292,896 | 15.4K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.04% | $2M | 90.9K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $926,837 | 47.8K | Q4 2025OLDER |
| Trask Adam Roland$106M AUM | 0.04% | $41,230 | 2.2K | Q1 2026 |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.04% | $1M | 68.8K | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.04% | $49,533 | 2.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $28M | 1.47M | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.04% | $490,319 | 25.3K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $979,747 | 51.6K | Q1 2026 |
| Marshall Financial Group, LLC$625M AUM | 0.04% | $223,516 | 11.8K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.04% | $681,399 | 35.9K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.04% | $1M | 67.5K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.03% | $86,707 | 4.6K | Q1 2026 |
| WELCH & FORBES LLC$7.7B AUM | 0.03% | $3M | 140.8K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $647,903 | 34.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.03% | $186M | 9.80M | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.03% | $106,757 | 5.5K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.03% | $368,633 | 19.4K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $700,583 | 36.9K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 0.03% | $222,946 | 11.5K | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $2M | 83.2K | Q4 2025OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.02% | $655,785 | 34.5K | Q1 2026 |
| Inscription Capital, LLC$951M AUM | 0.02% | $234,175 | 12.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $81M | 4.28M | Q1 2026 |
| ARS Wealth Advisors Group, LLC$1.2B AUM | 0.02% | $238,148 | 12.3K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.02% | $359M | 18.54M | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $745,161 | 39.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $13M | 703.2K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 53.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.02% | $12M | 632.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.02% | $102M | 5.38M | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.02% | $1M | 54.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 331.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 55.2K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $831,277 | 43.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 177.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $176,567 | 9.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.02% | $6M | 317.1K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $212,618 | 11.2K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $218,909 | 11.3K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 673.9K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $183,654 | 9.7K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $223,998 | 11.6K | Q4 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $934,028 | 49.2K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $1M | 62.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 54.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $600,818 | 31.6K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $756,756 | 39.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $39M | 2.08M | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $349,923 | 18.4K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $13,756 | 724 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $299,662 | 15.8K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $194,415 | 10.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $10M | 523.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $6M | 306.5K | Q1 2026 |
| Advance Capital Management, Inc.$2.6B AUM | 0.01% | $258,771 | 13.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 349.7K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $387,484 | 20.4K | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $766,270 | 40.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $114M | 6.02M | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $742,368 | 39.1K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $825,930 | 43.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $30M | 1.59M | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 80.0K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $465,823 | 24.5K | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.01% | $11,400 | 600 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 90.6K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $540,811 | 28.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $7M | 368.3K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $127,964 | 6.7K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $2M | 121.1K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $2M | 121.9K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.01% | $94,950 | 5.0K | Q2 2025OLDER |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.00% | $105,000 | 5.5K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $36,100 | 1.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $987,385 | 52.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $223,250 | 11.8K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $34,752 | 1.8K | Q2 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $689,043 | 35.5K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $8,008 | 413 | Q4 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $28,500 | 1.5K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $204,351 | 10.8K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $745,205 | 39.2K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $342,255 | 18.0K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $380,361 | 20.0K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $23,138 | 1.2K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $438,863 | 23.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $27M | 1.43M | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $283,480 | 14.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $19,390 | 1.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $859,691 | 45.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 90.2K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 115.8K | Q2 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $4M | 213.5K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $219,876 | 11.6K | Q2 2025OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $347,083 | 17.9K | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 120.4K | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $4,750 | 250 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $436,569 | 23.0K | Q2 2025OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $4,807 | 253 | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $191,614 | 10.1K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $400,007 | 21.1K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $263,000 | 13.9K | Q1 2026 |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $5,512 | 285 | Q3 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $9,500 | 500 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $162,810 | 8.4K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $821,807 | 43.3K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.00% | $40,658 | 2.1K | Q2 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $20,900 | 1.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $247,114 | 13.0K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.00% | $5,415 | 285 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $47,367 | 2.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 113.6K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.00% | $11,065 | 583 | Q2 2025OLDER |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $208,905 | 11.0K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $69,688 | 3.6K | Q4 2025OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $3,820 | 197 | Q4 2025OLDER |
| VALLEY NATIONAL ADVISERS INC$773M AUM | 0.00% | $7,000 | 384 | Q2 2025OLDER |
| Park Place Capital Corp$499M AUM | 0.00% | $5,681 | 299 | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $207,249 | 10.9K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $361,481 | 19.0K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $27,023 | 1.4K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.00% | $12,061 | 622 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $28,500 | 1.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $594,776 | 31.3K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $809,979 | 41.9K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $424,411 | 21.8K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $374,002 | 19.7K | Q1 2026 |
| Motiv8 Investments LLC$183M AUM | 0.00% | $1,000 | 34 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 417.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $361,856 | 18.7K | Q4 2025OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $10,621 | 559 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $204,738 | 10.8K | Q1 2026 |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $962,502 | 50.7K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $208,490 | 11.0K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $991 | 52 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $35,682 | 1.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $20,337 | 1.1K | Q1 2026 |
| DT Investment Partners, LLC$1.2B AUM | 0.00% | $2,133 | 110 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $688,733 | 35.5K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $208,490 | 11.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $315,115 | 16.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $16,482 | 850 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $282,929 | 14.9K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $53,749 | 2.8K | Q4 2025OLDER |
| PETERSON WEALTH MANAGEMENT$172M AUM | 0.00% | $89 | 5 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $362,671 | 19.1K | Q2 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $760 | 40 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $104 | 5 | Q1 2026 |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $74,109 | 3.8K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $196,243 | 10.1K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $1,501 | 79 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $55,911 | 2.9K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $190 | 10 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.