FXHFIRST TR EXCHANGE-TRADED FD
CUSIP 33734X143 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange-Traded Fd (FXH) has 238 institutional holders in Filings Flow’s 13F database, together reporting 4.06M shares worth $443M as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
238
Q1 2026
Reported Value
$443M
Ticker
FXH
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.01% | $90M | 819.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $33M | 297.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $31M | 281.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $31M | 280.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $29M | 267.8K | Q1 2026 |
| Rockport Wealth LLC$549M AUM | 2.89% | $16M | 144.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 117.7K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $12M | 106.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $9M | 78.1K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 1.20% | $8M | 72.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 69.2K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.02% | $7M | 65.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $7M | 62.3K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.09% | $7M | 58.8K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 58.9K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.09% | $6M | 54.3K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $5M | 49.3K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $5M | 45.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 39.4K | Q1 2026 |
| Paller Financial Services Inc$134M AUM | 3.37% | $4M | 37.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 35.0K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.17% | $4M | 32.2K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 32.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.02% | $3M | 28.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 28.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 24.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 22.5K | Q4 2025OLDER |
| Holistic Financial Partners$269M AUM | 0.92% | $2M | 22.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 22.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 21.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 20.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 19.7K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 19.1K | Q1 2026 |
| Financial Advisory Corp$754M AUM | 0.29% | $2M | 19.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 18.5K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 16.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 16.9K | Q2 2025OLDER |
| SFI Advisors, LLC$95M AUM | 1.84% | $2M | 15.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 15.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 15.2K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 15.2K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.26% | $2M | 15.1K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.07% | $2M | 14.3K | Q1 2026 |
| NAVELLIER & ASSOCIATES INC$960M AUM | 0.17% | $2M | 13.4K | Q4 2025OLDER |
| PCG Wealth Advisors, LLC$395M AUM | 0.38% | $2M | 13.7K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 13.3K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 13.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 12.8K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.07% | $1M | 13.2K | Q2 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.15% | $1M | 12.3K | Q1 2026 |
| CX Institutional$3.5B AUM | 0.04% | $1M | 11.7K | Q1 2026 |
| Morey & Quinn Wealth Partners, LLC$141M AUM | 0.89% | $1M | 11.5K | Q1 2026 |
| Schrum Private Wealth Management LLC$131M AUM | 0.96% | $1M | 11.4K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.03% | $1M | 11.9K | Q2 2025OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.24% | $1M | 10.6K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.06% | $1M | 10.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 10.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 9.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 9.3K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.08% | $1M | 9.3K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.14% | $998,165 | 9.1K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $975,197 | 8.9K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $947,505 | 8.6K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.11% | $897,919 | 8.2K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $896,748 | 8.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $859,577 | 7.8K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $834,472 | 7.6K | Q1 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $790,510 | 7.0K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.04% | $788,872 | 7.2K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $787,638 | 7.2K | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.13% | $776,513 | 7.1K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $743,692 | 6.8K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $739,850 | 6.7K | Q1 2026 |
| Advisory Advocates, LLC$98M AUM | 0.75% | $735,459 | 6.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $722,112 | 6.9K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $682,583 | 6.2K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $681,414 | 6.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $679,915 | 6.2K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $678,379 | 6.2K | Q1 2026 |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.45% | $670,141 | 6.1K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.03% | $644,880 | 5.9K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.12% | $643,699 | 5.9K | Q1 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM | 0.02% | $637,654 | 5.8K | Q1 2026 |
| Spectrum Wealth Advisory Group, LLC$269M AUM | 0.24% | $633,254 | 5.8K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $626,172 | 5.7K | Q1 2026 |
| Alliance Wealth Advisors, LLC$308M AUM | 0.27% | $625,360 | 5.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $605,020 | 5.5K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.01% | $597,807 | 5.4K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $590,343 | 5.4K | Q1 2026 |
| Worthington Financial Partners, LLC$116M AUM | 0.48% | $563,571 | 5.1K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $562,026 | 5.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $553,012 | 23.9K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $551,676 | 5.0K | Q1 2026 |
| OLD NATIONAL BANCORP /IN/$6.0B AUM | 0.01% | $548,959 | 5.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $544,201 | 5.0K | Q1 2026 |
| One Charles Private Wealth Services, LLC$400M AUM | 0.14% | $541,166 | 4.9K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $534,178 | 4.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $520,222 | 4.7K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $517,757 | 4.7K | Q3 2025OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $508,872 | 4.6K | Q4 2025OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.04% | $507,932 | 4.6K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 0.38% | $506,370 | 4.6K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.03% | $505,302 | 4.6K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $505,302 | 4.6K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $502,966 | 4.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $502,417 | 4.6K | Q1 2026 |
| Novak & Powell Financial Services, Inc.$186M AUM | 0.26% | $488,586 | 4.5K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $486,040 | 4.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $480,904 | 4.4K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $480,394 | 4.4K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $473,199 | 4.3K | Q1 2026 |
| MOSAIC FINANCIAL GROUP, LLC$141M AUM | 0.34% | $472,000 | 4.3K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $455,840 | 4.0K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $453,966 | 4.0K | Q4 2025OLDER |
| GoalVest Advisory LLC$539M AUM | 0.09% | $450,386 | 4.1K | Q1 2026 |
| GENTRY PRIVATE WEALTH, LLC$166M AUM | 0.27% | $450,386 | 4.1K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $447,862 | 4.1K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $444,569 | 4.0K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $426,127 | 3.9K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.18% | $420,697 | 3.7K | Q1 2026 |
| Northeast Financial Consultants Inc$2.4B AUM | 0.02% | $419,904 | 4.0K | Q2 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.03% | $410,424 | 3.7K | Q1 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.08% | $407,129 | 3.7K | Q1 2026 |
| Trueblood Wealth Management, LLC$256M AUM | 0.16% | $403,753 | 3.7K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $400,000 | 3.7K | Q3 2025OLDER |
| Coppell Advisory Solutions LLC$170M AUM | 0.04% | $399,167 | 3.5K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $389,742 | 3.6K | Q1 2026 |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.14% | $388,370 | 3.5K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.18% | $382,000 | 3.5K | Q1 2026 |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $370,818 | 3.4K | Q1 2026 |
| Peak Planning Group, LLC$228M AUM | 0.50% | $360,580 | 3.8K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.04% | $356,040 | 3.2K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $349,575 | 3.2K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.28% | $348,572 | 3.2K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $343,388 | 3.3K | Q2 2025OLDER |
| RPg Family Wealth Advisory, LLC$479M AUM | 0.07% | $343,361 | 3.1K | Q1 2026 |
| Risk Paradigm Group, LLC$117M AUM | 0.28% | $333,481 | 3.0K | Q1 2026 |
| Prasad Wealth Partners, LLC$367M AUM | 0.09% | $325,478 | 3.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $323,139 | 2.8K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.01% | $320,302 | 2.9K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $319,433 | 2.9K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $318,333 | 2.9K | Q1 2026 |
| Signature Wealth Management Partners, LLC$199M AUM | 0.16% | $313,263 | 2.9K | Q1 2026 |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.04% | $312,626 | 2.8K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $305,000 | 2.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $301,382 | 2.7K | Q1 2026 |
| WETZEL INVESTMENT ADVISORS, INC.$252M AUM | 0.12% | $300,770 | 2.7K | Q1 2026 |
| Dominguez Wealth Management Solutions, Inc.$181M AUM | 0.18% | $294,088 | 2.7K | Q1 2026 |
| Hilton Head Capital Partners, LLC$177M AUM | 0.16% | $283,755 | 2.6K | Q1 2026 |
| Christensen, King & Associates Investment Services, Inc.$233M AUM | 0.12% | $279,572 | 2.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $272,708 | 2.5K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $271,139 | 2.5K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $269,187 | 2.4K | Q4 2025OLDER |
| WEDBUSH SECURITIES INC$3.4B AUM | 0.01% | $263,000 | 2.4K | Q1 2026 |
| Balboa Wealth Partners$596M AUM | 0.04% | $252,481 | 2.2K | Q4 2025OLDER |
| L.M. KOHN & COMPANY$83M AUM | 0.07% | $250,491 | 2.4K | Q2 2025OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.03% | $249,727 | 2.3K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $246,000 | 2.2K | Q1 2026 |
| Purus Wealth Management, LLC$314M AUM | 0.07% | $235,127 | 2.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $227,643 | 2.0K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $224,734 | 2.2K | Q2 2025OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $220,638 | 2.0K | Q1 2026 |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.02% | $219,540 | 2.0K | Q1 2026 |
| PETRA FINANCIAL ADVISORS INC$162M AUM | 0.14% | $218,442 | 2.0K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $218,344 | 2.3K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $216,575 | 2.0K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $215,808 | 2.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $211,898 | 1.9K | Q4 2025OLDER |
| MTM Investment Management, LLC$316M AUM | 0.07% | $210,978 | 1.9K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $210,831 | 1.9K | Q1 2026 |
| Capital Square, LLC$217M AUM | 0.10% | $210,127 | 1.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $205,065 | 1.9K | Q1 2026 |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.15% | $203,953 | 1.9K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $203,735 | 1.9K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $203,399 | 1.8K | Q4 2025OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.04% | $203,010 | 1.9K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $202,959 | 1.8K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.02% | $201,744 | 1.8K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $201,463 | 1.8K | Q4 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $201,398 | 1.9K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $193,358 | 1.9K | Q2 2025OLDER |
| REAP Financial Group, LLC$507M AUM | 0.04% | $183,046 | 1.7K | Q1 2026 |
| Delos Wealth Advisors, LLC$175M AUM | 0.10% | $180,901 | 1.6K | Q1 2026 |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $164,875 | 1.5K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.03% | $163,675 | 1.4K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $157,849 | 1.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $150,604 | 1.4K | Q1 2026 |
| Register Financial Advisors LLC$271M AUM | 0.06% | $148,900 | 1.4K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $138,310 | 1.3K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $135,066 | 1.2K | Q1 2026 |
| Topsail Wealth Management, LLC$678M AUM | 0.02% | $131,285 | 1.2K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $126,439 | 1.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $125,248 | 1.1K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $123,441 | 1.1K | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.03% | $121,954 | 1.1K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.03% | $104,501 | 952 | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.01% | $104,282 | 950 | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $103,000 | 935 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $98,793 | 900 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.01% | $96,837 | 934 | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $94,040 | 894 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $92,926 | 840 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $91,996 | 839 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.02% | $88,741 | 808 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $87,581 | 798 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $84,259 | 767 | Q1 2026 |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.01% | $79,913 | 728 | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.01% | $65,204 | 594 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $64,874 | 591 | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $60,045 | 547 | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.02% | $57,000 | 526 | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $56,716 | 517 | Q1 2026 |
| RMG Wealth Management LLC$866M AUM | 0.01% | $56,460 | 502 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.01% | $55,390 | 505 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $54,885 | 500 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $54,665 | 498 | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $49,000 | 445 | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.01% | $46,656 | 450 | Q2 2025OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $46,656 | 450 | Q2 2025OLDER |
| Creekmur Asset Management LLC$1M AUM | 0.01% | $45,623 | 416 | Q3 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $44,420 | 405 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $41,728 | 380 | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.01% | $38,749 | 353 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $38,420 | 350 | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.01% | $38,310 | 349 | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $35,786 | 326 | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $35,126 | 320 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $33,590 | 306 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $29,024 | 255 | Q4 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $26,661 | 241 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $24,479 | 223 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $24,044 | 219 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $23,908 | 218 | Q3 2025OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $23,710 | 216 | Q1 2026 |
| HighMark Wealth Management LLC$246M AUM | 0.01% | $23,051 | 210 | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.01% | $21,954 | 200 | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $19,320 | 176 | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $19,279 | 176 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $19,210 | 175 | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.01% | $19,192 | 175 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $18,112 | 165 | Q1 2026 |
| Lowe Wealth Advisors, LLC$274M AUM | 0.01% | $17,657 | 161 | Q3 2025OLDER |
| Beacon Financial Strategies CORP$201M AUM | 0.01% | $17,074 | 150 | Q4 2025OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.01% | $16,971 | 155 | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $16,466 | 150 | Q1 2026 |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $15,368 | 140 | Q1 2026 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $14,797 | 130 | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $13,722 | 125 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $12,624 | 115 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,745 | 107 | Q1 2026 |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $10,977 | 100 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $10,319 | 94 | Q1 2026 |
| Park Square Financial Group, LLC$13M AUM | 0.08% | $10,099 | 92 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $9,879 | 90 | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.00% | $9,330 | 85 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $8,257 | 75 | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $8,240 | 75 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $6,829 | 60 | Q4 2025OLDER |
| DiNuzzo Private Wealth, Inc.$928M AUM | 0.00% | $6,257 | 57 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $5,805 | 51 | Q4 2025OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $5,593 | 51 | Q3 2025OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $5,589 | 51 | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $5,489 | 50 | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $5,049 | 46 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.00% | $4,666 | 45 | Q2 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $4,416 | 40 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $4,387 | 40 | Q3 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $4,061 | 37 | Q1 2026 |
| Luminist Capital LLC$75M AUM | 0.00% | $3,870 | 34 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $3,513 | 32 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $3,403 | 31 | Q1 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $3,301 | 29 | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $3,183 | 29 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,742 | 25 | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $2,525 | 23 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $2,236 | 20 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,170 | 20 | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $1,537 | 14 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1,537 | 14 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $1,317 | 12 | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $1,317 | 12 | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $878 | 8 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $548 | 5 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $455 | 4 | Q4 2025OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $331 | 3 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $228 | 2 | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $186 | 1 | Q1 2026 |
| New Millennium Group LLC$231M AUM | 0.00% | $4 | 0 | Q4 2025OLDER |
| 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.